Group 1: Pest Control Industry - The pest control concept saw significant strength in the morning, with the sector index rising over 3%, reaching a two-year high [2] - Major companies like Su Li Co., Longqing Co., and Guangkang Biochemical experienced notable stock price increases, with Su Li Co. hitting the limit up for the second consecutive day [2] - The National Agricultural Technology Center predicts a resurgence of 23 major pests affecting key crops by 2025, with an expected affected area of 2.518 billion acres, a 6.2% increase from 2024 [4] Group 2: Glyphosate and Agricultural Chemicals - The glyphosate industry is undergoing a supply-demand restructuring, with domestic companies likely to leverage cost advantages [5] - Related sectors such as agricultural chemicals and fertilizers also showed strength, with companies like Shenda Co. and Lier Chemical seeing significant stock price increases [4] Group 3: Precious Metals Market - The precious metals sector, particularly silver, saw a collective surge, with the sector index rising over 2% [6] - Domestic silver futures experienced a significant increase, breaking multiple price thresholds and reaching a historical high [7] - The market's risk aversion, driven by geopolitical uncertainties, has led to increased purchases of gold and silver, with gold prices rising 42% over the past year and silver lagging at 15% [8][9] Group 4: Silver Demand and Supply Dynamics - The silver market is facing a supply-demand gap, with global silver demand projected to reach 36,700 tons against a supply of 31,700 tons in 2024, resulting in a shortfall of 5,000 tons [11] - The photovoltaic industry is a key driver of silver demand, with industrial silver usage exceeding 40%, and the transition to N-type solar cells increasing silver consumption by 40%-100% per unit [11] - Citic Securities anticipates a long-term supply shortage in the silver market, suggesting that the correlation between silver prices and supply-demand dynamics may strengthen in the future [11]

港股午评：恒生指数跌0.21% 新消费概念股延续回调行情 金十数据6月6日讯，港股主要指数表现弱势，止步三连涨行情。截止午盘，恒生指数跌0.21%，恒生科 技指数跌0.59%。盘面上，科技股普跌，蔚来汽车(09866.HK)跌超5%，阿里健康(00241.HK)跌超3%，阅 文集团(00772.HK)、舜宇光学科技(02382.HK)跌超2%。快手(01024.HK)逆势涨超6%。现货白银突破36 美元/盎司，带动黄金股、有色金属齐涨，中国白银集团(00815.HK)大涨23%。电信股、短视频概念股、 风电股、煤炭股表现活跃。下跌方面，新消费概念股延续回调行情，蜜雪集团(02097.HK)、古茗 (01364.HK)跌超7%，布鲁克(00325.HK)、毛戈平(01318.HK)跌超6%。 ...

Group 1: Market Performance - The A-share market saw a collective rise in gold and silver stocks, with companies like Fuda Alloy, Silver Industry, and Hunan Silver hitting the daily limit [1] - Hong Kong gold stocks also experienced significant gains, with China Silver Group leading with a 20% increase, followed by Zijin Mining and others [1] - Various gold ETFs, including Huaan Gold Stock ETF and Ping An Gold Stock ETF, reported increases of over 1% [1] Group 2: Silver Price Outlook - London silver prices reached $36.066, the highest since February 2012, with a year-to-date increase of over 24% [2] - Bank of America predicts silver prices could reach $40 by the end of this year or early 2026, driven by both precious metal and industrial demand [2] - Industrial demand for silver is expected to hit a record in 2024, contributing to a structural deficit in the silver market for the fourth consecutive year [2] Group 3: Gold and Silver Market Dynamics - Ole Hansen from Saxo Bank noted that gold and silver are entering a breakthrough phase, supported by the macroeconomic environment [3] - Gold stocks tend to have higher elasticity compared to gold prices, often referred to as "gold price amplifiers," which can yield excess returns [3] - The geopolitical climate is increasing demand for gold as a safe-haven asset, with short-term risks from tariffs and uncertainties supporting gold prices [3] Group 4: Economic and Policy Influences - Huatai Securities highlighted the volatility in tariff policies under Trump, affecting market sentiment and making it difficult to establish a continuous trend [4] - The World Gold Council suggests re-evaluating the Basel Accord's treatment of gold as a high-quality liquid asset, indicating long-term investment opportunities in gold [4] Group 5: ETF Specifics - The Gold Stock ETF (Product Code: 159562) tracks the CSI Hong Kong-Shenzhen Gold Industry Stock Index, with a recent five-day increase of 3.19% and a P/E ratio of 20.50 [6] - The latest share count for the ETF is 390 million, with a decrease of 5 million shares and a net outflow of 4.118 million yuan [6]

Group 1 - Silver prices reached $36 per ounce, marking a more than 4% increase, the highest since February 2012 [1] - Bank of America predicts silver prices could hit $40 by the end of this year or early 2026 [1] - The gold-silver ratio has risen to 1:100, significantly above the historical average of 53-66 ounces, indicating potential undervaluation of silver or overvaluation of gold [1] Group 2 - Silver's industrial demand is surging, particularly in the photovoltaic sector, which accounts for over 40% of silver usage [2] - The transition from P-type to N-type solar cells has increased silver consumption by 40% to 100% per unit [2] - Global silver supply-demand balance shifted to a deficit in 2021, with a projected shortfall of 5,000 tons in 2024 despite a 2-3% increase in supply [2] Group 3 - Geopolitical tensions and trade conflicts are driving up precious metal prices, with silver benefiting from its dual role as an industrial metal and a safe-haven asset [3] Group 4 - China Silver Group reported a 20.97% decline in revenue to 4.319 billion yuan in 2024, with a net profit drop of 31.5% [4] - Zijin Mining's Q1 revenue increased by 5.55% to 78.928 billion yuan, with a net profit surge of 62.39% [4] - Jiangxi Copper's Q1 revenue fell by 8.90% to 111.611 billion yuan, while net profit rose by 13.85% [4]

上期所原油期货夜盘收跌1.07%，报462.6元/桶。沪金主力合约收涨0.45%，报786元/克，沪银主力合约 收跌0.00%，报8474元/千克。 ...

如果美元进一步走软，且法律不确定性继续拖累美国贸易政策，白银可能很快重新测试并有可能突破 34.87美元水平。交易员应关注33.70美元上方的确认信号，将其视为潜在的启动点。 据报道，针对特朗普政府对哈佛大学的"国际禁招令"，哈佛大学教授瑞安·伊诺斯称，美国政府正试图 对一个美国机构施加惩罚，原因仅仅是这个机构没有屈服于美国政府的政治意愿。 【最新白银现货行情解析】 鉴于美元目前容易因进一步的新闻头条引发逆转，白银似乎已做好突破准备。32.70美元的技术支撑依 然稳固，上行目标明确。 今日周五（5月30日)亚盘时段，现货白银目前交投于33.13一线下方，今日开盘于33.30美元/盎司，截至 发稿，现货白银暂报3.15美元/盎司，下跌0.52%，最高触及33.33美元/盎司，最低下探33.12美元/盎司， 目前来看，现货白银盘内短线偏向看跌走势。 【要闻速递】 美国马萨诸塞州联邦地区法院一名法官当地时间5月29日批准了哈佛大学对法院提出的发布初步禁令请 求，"叫停"特朗普政府取消哈佛大学招收外国学生资质的政策。 在29日听证会举行之前，美国司法部向法院提交了一份通知。根据这份显示日期为28日、由美国国土安 全部 ...

Group 1 - The core viewpoint of the articles indicates that the recent judicial ruling against former President Trump's global tariff policy has led to a decrease in market concerns regarding international trade, resulting in a drop in gold prices [1] - The Federal Reserve's cautious stance on interest rate cuts, as reflected in the May meeting minutes, suggests potential challenges with rising inflation and unemployment, which may further impact gold's safe-haven demand [1] - Gold prices have shown a significant decline, testing the support level around 3245, with traders advised to monitor the effectiveness of the 3210-3250 range as a critical support zone [3] Group 2 - Silver prices have experienced volatility influenced by industrial demand and macroeconomic factors, with a recommendation for short-term trading strategies focusing on buying on dips and selling on rebounds [5] - The recent price action in silver indicates a potential breakout above the resistance level of 33.45-33.5, but traders are advised to remain cautious of false breakouts [5]

上期所原油期货2407合约夜盘收涨0.84%，报457.40元人民币/桶。 沪金夜盘收涨0.07%，沪银收跌0.26%。 ...

| | | | The Press of the control of the program and the first of the | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 板块 | 品种 | 现价 | | | 日度涨跌幅周度涨跌幅月度涨跌幅季度涨跌幅今年涨跌幅 | | | | 殷指 | 沪深300期货 | 3809.2 | -0.57% | -096% | 2.50% | -1.28% | -2.85% | | | 上证50期货 | 2668.6 | -01-94 | -0.91% | 2.28% | 0.10% | -0.35% | | | 中证500期货 | 5578 | -0.304 | 0.294 | 1.47% | -4.15% | -2.02% | | | 中证1000期货 | 5915 | -0.17% | 0.734 | 1.96% | -2.22% | 1.14% | | 国债 | 2年期国债期货 | 102.41 | -0.02% | 0.00% | -0.21% | -0.01% | -0.55% ...

欧盟多国贸易部长明确表态，最近美英之间达成的协议并非欧盟的参照模板。瑞典国际发展合作与外贸 部长本杰明·杜萨表示："我们不会对这种协议感到高兴，美国应该做好迎接欧盟反制措施的准备。" 【最新伦敦银行情解析】 周五，白银价格在周四的交易区间内波动，约为33.00美元。白金属一个月的交易价格在31.65美元到 33.70美元之间。白金属的近期趋势不确定，因为它在20周期指数移动平均线（EMA）周围波动，交易 价格接近32.75美元。 14周期相对强弱指数（RSI）在40.00-60.00范围内波动，表明了横向趋势。 展望来看，3月28日34.60美元的高点将成为金属的关键阻力。缺点是，4月11日30.90美元的低点将是关 键支撑区。 今日周日(5月25日)休市，伦敦银目前交投于33.54一线上方，今日开盘于33.03美元/盎司，截至发稿，伦 敦银暂报33.48美元/盎司，上涨1.33%，最高触及33.54美元/盎司，最低下探32.88美元/盎司，目前来 看，伦敦银盘内短线偏向看涨走势。 【要闻速递】 欧盟与美国的关税谈判目前进入重启阶段，但仍存在诸多不确定性。从双方诉求分歧来看，欧盟有意在 购买美国天然气、武器和 ...