证券代码：603527 证券简称：众源新材 公告编号：2025-014 安徽众源新材料股份有限公司 2025 年第一季度主要经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 根据上海证券交易所《上市公司自律监管指引第 3 号——行业信息披露》及 其附件《第十六号——有色金属》有关规定和披露要求，并结合公司的实际情况， 公司 2025 年第一季度主要经营数据如下： | | | | | | 生产量 | 销售量 | 库存量 | | --- | --- | --- | --- | --- | --- | --- | --- | | 主要产品 | 单位 | 生产量 | 销售量 | 库存量 | 比上年 | 比上年 | 比上年 | | | | | | | 同期增 | 同期增 | 同期增 | | | | | | | 减（%） | 减（%） | 减（%） | | 铜板带 | 吨 | 28,143.07 | 28,491.78 | 2,460.97 | 5.89 | 6.97 | -1.95 | | 铜箔 | 吨 | 783.47 | ...

Group 1 - The core viewpoint of the news is that the non-ferrous metal ETF (512400) has seen a rise of over 2% in early trading, supported by multiple factors including high copper and gold prices, indicating a potential resurgence of the "periodic table" market trend [1][2] - The non-ferrous metal ETF's trading volume reached 145 million yuan in half a day, with significant gains in constituent stocks such as Northern Copper, Quartz Shares, Luoyang Molybdenum, Jiangxi Copper, and Tongling Nonferrous Metals [1] - Luoyang Molybdenum, one of the top ten weighted stocks in the ETF, reported a record revenue of 213.03 billion yuan, a year-on-year increase of 14.37%, and a net profit of 13.53 billion yuan, up 64.03% year-on-year [1] Group 2 - According to Guosheng Securities, expectations of tariffs and a tight supply of copper are driving prices up, with global copper inventory decreasing to 768,000 tons, down by 18,000 tons week-on-week [1] - The U.S. Treasury Secretary revealed that new tariff measures will take effect on April 2, which is expected to increase pressure on tariffs and lead to a transfer of physical inventory to the U.S., further tightening supply and pushing prices higher [1] - The current non-ferrous metal market trend is attributed to the visible risks in the global supply chain and the revaluation of strategic resources, with expectations for a "periodic table" market trend to re-emerge this spring [2]