国泰海通指出，铜价受美联储降息预期及矿端紧缺共识推动强势运行，铝加工开工率环比提升支撑高位震荡；贵金属因流动性预期回暖价格 走高，白银低库存加剧涨幅；能源金属中锂需求旺盛但供应季节性走低，钴原料偏紧推升报价；稀土轻重价格走势分化，轻稀土受政策需求 提振上涨。 有色龙头ETF（159876）及其联接基金（联接A：017140，联接C：017141）被动跟踪中证有色指数，该指数前十大权重股分别为紫金矿业、 洛阳钼业、北方稀土、华友钴业、中国铝业、赣锋锂业、山东黄金、中金黄金、天齐锂业、赤峰黄金。 12月5日，截至9时51分，有色龙头ETF（159876）涨声不断，场内价格再涨1.3%。成份股方面，中孚实业、南山铝业和江西铜业表现最为突 出，涨幅分别达到9.17%、6.92%和4.35%。 | | | 多日 1分 5分 15分 30分 ▼ | | | | F9 盘前盤后 叠加 九转 画线 工具 <> 2 | | 有色龙头剧情 | | 159876 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 15987 ...

12月5日，截至9时51分，有色龙头ETF（159876）涨声不断，场内价格再涨1.3%。成份股方面，中孚实 业、南山铝业和江西铜业表现最为突出，涨幅分别达到9.17%、6.92%和4.35%。 | | 分割 多日 1分 5分 15分 30分 · | | | | | F9 盘机器店 盛加 九转 图氏 工具 @ C | > | 有色龙头ETF | | 159876 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.916 | | | | 159876[有色龙头ETF] 09:59 价 0.911 温跌 0.008(0.89%) 均价 0.910 版交量 2931 | | | D 1.4466 | ILCH | | +0.008 +0.89% | | | | | | | | | | SZSE CNY 9:59:03 发星中 | | 10 + | | 0.912 | | | | | | | 0.9696 | 净值走势 | | 华宝中还有色会属ETF | | 0.907 | | | | | | | 0.48% | 爱比 ...

Core Viewpoint - The company will hold an investor briefing on December 12, 2025, to discuss its Q3 2025 performance and financial results, allowing for interactive communication with investors [2][3][4]. Group 1: Meeting Details - The investor briefing is scheduled for December 12, 2025, from 15:00 to 16:00 [2][4]. - The meeting will take place at the Shanghai Stock Exchange Roadshow Center and will be conducted in an online interactive format [4][5]. - Investors can submit questions from December 5 to December 11, 2025, through the Roadshow Center website or via the company's email [2][4][6]. Group 2: Participants - Key participants in the meeting will include Chairman Mr. Xiong Bo, CFO Mr. Zhou Hualin, and Independent Director Mr. Tu Liandong [4][5]. - The General Manager Mr. Long Shuang and Board Secretary Mr. Lin Ju will also be present [5]. Group 3: Contact Information - For inquiries, investors can contact the Board Secretary Office at phone number 0592-5891697 or via email at 600711@600711.com [6]. - After the briefing, the main content and details of the meeting will be available on the Shanghai Stock Exchange Roadshow Center [6].

Group 1 - The A-share market saw a significant rise in non-ferrous metal stocks, with notable increases such as 7% for Xiyegongsi, over 6% for Alloy Investment and Western Mining, and over 5% for Shengtun Mining and Weiling Co. [1] - The London Metal Exchange (LME) copper price reached a historical high of $11,540 per ton, influenced by a weaker dollar, supply concerns, and tight supply in LME registered warehouses [1]. - Both Shanghai tin and LME tin prices hit new highs since May 2022, indicating a bullish trend in the market [1]. Group 2 - Industry insiders predict that copper prices may continue to rise, potentially reaching $12,000 per ton, marking the largest annual increase since 2017, with a year-to-date increase of 31% [1]. - The table of stock performance shows significant year-to-date gains for various companies, with Xiyegongsi at 99.99%, Alloy Investment at 106.55%, and Western Mining at 69.25% [2].

每经AI快讯，有投资者在投资者互动平台提问：请问董秘，控股股东旗下有哪些优质矿产资源？有没 有注入到中色股份的计划？ 中色股份（000758.SZ）12月4日在投资者互动平台表示，公司控股股东中国有色矿业集团有限公司（以 下简称"集团公司"）是国务院国资委管理的大型中央企业。根据官方网站信息，集团公司业务遍布40多 个国家，涉及30多种有色金属品种，拥有境内外有色金属资源量2000万吨，矿山铜产能30万吨，铜冶炼 产能170万吨，在境外拥有12座矿山、13座冶炼厂，在非洲建立了中国第一个境外经济贸易合作区。目 前，公司未收到集团公司有关资产注入的计划通知。 （记者 曾健辉） ...

（来源：SMM小金属） 注：消息综合自海外资讯，非SMM观点。免责声明本公众号基于分享的目的转载，转载文章的版权归 原作者或原公众号所有，如有涉及侵权请及时告知，我们将予以核实并删除。发布此文章的目的在于传 递更多行业信息，仅供参考，不代表本平台对其观点和内容负责。本文不构成任何投资建议，据此投 资，风险自负。 SMM小金属据海外消息了解，内华达州黄金公司（NevGold Corp）于近日公布了其位于内华达州利穆 辛比尤特项目（Limousine Butte Project）的子弹矿带（Bullet Zone）的最新高品位氧化锑钻探结果。 另一个钻孔LB25-001在更宽的矿化带范围内（平均品位为0.88克/吨，厚度48.8米）钻遇了3米范围内平 均品位为4.05克/吨金当量的矿化带。公司采用每盎司3,000美元的黄金价格和每吨40,000美元的锑价格 计算金当量。NevGold公司还假设黄金回收率为80%，锑回收率为75%。 NevGold首席执行官Brandon Bonifacio评论道："我们对在Bullet Zone附近成功发现高品位锑矿感到非常 兴奋。第二个钻孔LB25-009证实，我们拥有大面积的 ...

据香港交易所披露，摩根大通（JPMorgan）对洛阳栾川钼业集团股份有限公司 - H股的多头持仓比例于 2025年12月1日从5.04%降至4.98%。 ...

格隆汇12月4日丨中色股份(000758.SZ)在投资者互动平台表示，根据官方网站信息，集团公司业务遍布 40多个国家，涉及30多种有色金属品种，拥有境内外有色金属资源量2000万吨，矿山铜产能30万吨，铜 冶炼产能170万吨，在境外拥有12座矿山、13座冶炼厂，在非洲建立了中国第一个境外经济贸易合作 区。目前，公司未收到集团公司有关资产注入的计划通知。 ...

Group 1 - The core viewpoint of the article is that copper prices have surpassed $11,000 per ton due to supply disruptions and heightened market tensions, leading to an optimistic outlook for copper prices and related stocks in the coming year [1] - Morgan Stanley maintains an "overweight" rating on Zijin Mining (02899) and Luoyang Molybdenum (03993) H-shares, citing strong profit growth and diversified assets in copper, gold, and cobalt as supporting factors [1] - The target price for Zijin Mining is set at HKD 42, while the target price for Luoyang Molybdenum has been raised from HKD 13.5 to HKD 22 [1] Group 2 - Despite a positive outlook on copper, Morgan Stanley has downgraded Jiangxi Copper (00358) H-shares to "underweight," with the target price increased from HKD 15 to HKD 28 due to ongoing weak processing and refining fees and slowing profit growth [1] - The firm believes Zijin Mining is relatively well-valued compared to its peers [1]

Core Viewpoint - The BBC has been accused of spreading misinformation regarding Chinese investments in Africa, particularly focusing on a copper mine tailings dam collapse in Zambia, while downplaying the facts surrounding the incident [1][2][3] Group 1: Incident Overview - The tailings dam collapse in Zambia was attributed to the theft of a waterproof membrane, and the Chinese company involved acted quickly to contain the leak and compensate affected residents [1][3][4] - The Zambian government confirmed that the pollution did not result in serious illness or death, and water quality has returned to normal [4][6] Group 2: Media Representation - The BBC's reporting emphasized potential environmental hazards and exaggerated the scale of the incident, claiming a leak of 150,000 tons of toxic waste, while the Zambian government reported only 50,000 tons [3][4] - The BBC's narrative suggested that the lawsuit filed by Zambian farmers against the Chinese company was a test of accountability for foreign investors in Africa [2][9] Group 3: Legal and Political Context - The lawsuit seeking $80 billion in damages is unprecedented and significantly exceeds previous compensation records in the mining industry [9][10] - The support for the lawsuit from NGOs is linked to Western funding, indicating a broader geopolitical strategy to challenge Chinese investments in Africa [10][11] Group 4: Chinese Investment in Zambia - Chinese companies have been significant contributors to Zambia's economy, creating over 30,000 jobs and generating substantial tax revenue [7][12] - The Chinese investment in Zambia's mining sector is expected to reach $5 billion by 2031, highlighting the long-term commitment to the region [12][13] Group 5: Risk Management and Future Strategies - Chinese companies are advised to enhance their risk management strategies in Africa, focusing on grassroots engagement and community relations to mitigate potential conflicts [10][14] - The concept of "resource nationalism" is emerging in Africa, necessitating adjustments in how foreign companies operate and engage with local governments and communities [14]