A股今日（9月25日）延续强势，沪指窄幅震荡整理，创业板指盘中涨超2%，续创阶段新高；港股方面，恒生科技指数走高涨近1%。 剑桥科技（603083）尾盘涨停。 具体来看，沪指盘中维持窄幅震荡上扬态势，创业板指盘中涨超2%，续创逾3年新高。截至收盘，沪指微跌0.01%报3853.3点，深证成指涨0.67%报13445.9 点，创业板指涨1.58%报3235.76点，科创50指数涨1.24%；沪深北三市合计成交23920亿元，较此前一日增加445亿元。 场内近3900股飘绿，地产板块下挫，两连板的大龙地产跌停；农业、石油、银行、酿酒等板块均走弱；有色板块拉升，洛阳钼业逼近涨停，铜陵有色、北方 铜业涨超7%；AI应用概念活跃，品茗科技、天下秀、浪潮信息等涨停；此外，剑桥科技（603083）尾盘涨停，中科曙光盘中涨近9%，均创出新高。可控核 聚变概念崛起，哈焊华通、上海电气、合锻智能等涨停；值得注意的是，宁德时代盘中大涨近6%突破400元大关，续创历史新高，总市值超过贵州茅台。此 外，今日上市的建发致新、联合动力、锦华新材集体走高，收盘分别上涨418.6%、147.6%、133%。 港股方面，洛阳钼业涨近12%，创历 ...

港股三大指数早盘冲高午后回落，恒生科技指数小幅收跌0.13%，国企指数微幅上涨0.01%，恒生科技指数涨0.89%盘中 曾大涨2%。 | 代码 | 名称 √ | | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 800000 | 恒生指数 | (0) | 26484.68 | -33.97 | -0.13% | | 800700 | 恒生科技指数 | | 6379.19 | +56.04 | 0.89% | | 800100 | 国企指数 | | 9444.22 | +1.23 | 0.01% | 盘面上，全球第二大铜矿发生事故，供应趋紧促金属铜价走高，铜业股全天强势领涨，其中，中国大冶有色金属飙涨 25%表现最为抢眼，中国有色矿业涨11%；新能源汽车股集体上涨，零跑、小鹏、理想、蔚来、比亚迪齐涨；锂电池股 活跃。另一方面，内银股走低大市相对承压，其中，中信银行跌近3%，工行、中行、建行均跌超2%，家电股、港口及 海运股纷纷走低。 | | | | 电讯服务 | 消费性电讯设 | 地产发展商 -1.26% | +0.90% | 药品 | 互动 ...

招商证券香港指出，在战术资产配置上采取 "三大进攻"，即积极挖掘科技、有色和非银三大板块的弹 性和投资机会；在战略资产配置上维持"两大底仓"，长线资金可配置"困境反转"策略（以必需消费等行 业为代表）及高股息策略的相关标的。 蓝筹股表现 小米集团-W(01810)表现亮眼。截至收盘，涨4.48%，报59.45港元，成交额193.08亿港元，贡献恒指 72.84点。小米17系列将于今晚7点正式发布，共推出三款机型：小米17、小米17 Pro、小米17 Pro Max。今早，小米澎湃OS官方微博正式宣布，小米17系列将首发第五代骁龙8至尊版处理器。此外，大 和研报引述小米管理层指，公司营收目标在三年内达成7000亿元人民币。 其他蓝筹股方面，紫金矿业（601899）(02899)涨5.13%，报31.16港元，贡献恒指13.6点；京东集团- SW(09618)涨3.46%，报137.6港元，贡献恒指12.65点；海尔智家（600690）(06690)跌4.79%，报25.06港 元，拖累恒指4.82点；恒生银行(00011)跌3.13%，报114.5港元，拖累恒指4.4点。 热门板块方面 盘面上，大型科技股多数上 ...

Group 1 - The Hong Kong stock market saw mixed performance with the Hang Seng Technology Index slightly down by 0.13%, while the National Enterprises Index rose marginally by 0.01% [2] - The Hang Seng Technology Index experienced a peak increase of 2% during the trading session before closing with a minor decline [2] Group 2 - Major technology stocks generally maintained an upward trend, with Xiaomi rising by 4.48%, JD.com by 3.46%, and Baidu by 2.33% [4] - Automotive stocks collectively increased, with Chery Automobile seeing a significant rise of nearly 14% on its first trading day, while other companies like Li Auto, NIO, and BYD also posted gains [4] - Copper prices surged due to supply tightness following an accident at the world's second-largest copper mine, leading to strong performances in the copper sector, with China Daye Non-Ferrous Metals soaring by 25% [4]

（文章来源：证券日报） 证券日报网讯北方铜业9月25日在互动平台回答投资者提问时表示，截至2025年9月19日，公司的股东人 数为159175户。 ...

证券代码：000878 证券简称：云南铜业 云南铜业股份有限公司投资者关系活动记录表 编号：2025-15 | 投资者关 | 特定对象调研 □分析师会议 ☑ | | --- | --- | | 系活动类 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | 别 | □现场调研 □其他 | | 活动参与 | 嘉实基金 刘杰、肖觅、陈黎明、胡宇飞、沈玉梁、陈景诚、李嘉禾、刘宸垚， | | 人员 | 长江证券 肖勇、许红远、钟永婷。 | | 时间 | 年 月 日 13:30—15:00 2025 9 24 | | 地点 | 公司 会议室 3120 | | 形式 | 座谈交流 | | | 财务总监、董事会秘书：高洪波 | | 上市公司 | 财务部（资本运营部、证券事务部）经理：刘八妹 | | 参加人员 | 证券事务代表：孙萍 | | 姓名 | 装备部（数字化管理部）业务经理：毛正斌 | | | 财务部（资本运营部、证券事务部）业务经理：岳圣文 | | | 一、公司基本情况介绍 | | | 云南铜业于 1998 年在深交所挂牌上市，主要业务涵盖了铜的勘探、采选、 | | | 冶炼，贵金属和稀散金属 ...

1. Report Industry Investment Rating - Not provided in the given content 2. Core Viewpoints of the Report - The basic metals are expected to maintain an oscillatory upward pattern in the short - to - medium term, supported by a weak US dollar and supply disruptions, while the weak terminal demand will limit the upside. In the long term, potential domestic stimulus policies and supply disruptions in copper, aluminum, and tin support the prices of basic metals. Opportunities for low - buying and long - holding in copper, aluminum, and tin are recommended [1]. 3. Summary by Related Catalogs 3.1行情观点 - **Copper**: Grasberg copper mine has a large production cut, and copper prices are operating strongly. The reduction in Grasberg's production intensifies the supply shortage, and with the Fed's interest rate cut and the approaching peak demand season, if copper inventories continue to decline, copper prices may remain strong [7][8]. - **Alumina**: Affected by anti - involution sentiment, alumina prices have a slight rebound. The fundamentals show an over - supply situation, but the limited decline in ore prices restricts the downside. It is expected to maintain a low - level oscillatory pattern in the short term [9][10]. - **Aluminum**: Attention should be paid to the demand quality, and aluminum prices are oscillating. After the interest rate cut, the supply is increasing with new capacity, and the demand is expected to improve, but the inventory accumulation continues. The price is expected to oscillate in the short term and may rise in the medium term [11][12]. - **Aluminum Alloy**: Cost support remains, and the market is oscillating. The cost reduction space is limited, the supply and demand are marginally improving, and short - term price oscillation is expected. There are opportunities for cross - variety arbitrage [13][16]. - **Zinc**: The expectation of supply - demand surplus is still strong, and zinc prices are weak. Macro factors support the non - ferrous sector, but the supply is increasing and the demand is average. Zinc prices may oscillate in the short term and decline in the long term [16][17]. - **Lead**: The supply of recycled lead is decreasing, and lead prices are oscillating strongly. With the approaching of the National Day, downstream enterprises are stocking up, while the supply of recycled lead is tight. The price is expected to oscillate strongly before the holiday [18][20]. - **Nickel**: LME nickel inventory has exceeded 230,000 tons, and nickel prices are oscillating widely. The market sentiment dominates the price, and the industrial fundamentals are weakening. Short - term wide - range oscillation is expected [21][23]. - **Stainless Steel**: Warehouse receipts are continuously decreasing, and stainless steel prices are oscillating. The prices of nickel and chromium are stable, and the supply is increasing. Attention should be paid to the demand during the peak season and the inventory change [26]. - **Tin**: Supply constraints still exist, and tin prices are oscillating. The supply is tight, but the terminal demand is weakening. The price is expected to oscillate with strong bottom support [27][28]. 3.2行情监测 - Not provided with specific monitoring content in the given text

受隔夜伦敦金属交易所（LME）铜价大幅上涨带动，今日A股与港股市场中铜、有色金属板块全线走 强。 A股方面，工业金属板块集体上扬，多只铜业个股涨停。截至发稿，耐普矿机20CM涨停，精艺股份、 洛阳钼业涨停，北方铜业、铜陵有色、江西铜业、金诚信等跟涨势头明显。 | 代码 | 名称 | 现价 | 涨跌 涨幅◆ | | --- | --- | --- | --- | | 300818 耐普矿机 | | 62.62 | +4.88 +19.99% | | 002292 | 精艺股份 | 13.50 | +1.23 +10.02% | | 603993 | 洛阳铝业 | 13.87 | +1.25 +9.98% | | 000737 | 北方铜业 | 15.01 | +1.22 +8.92% | | 000630 | 铜陵有色 | 4.68 | +0.37 +8.58% | | 603979 金诚信 | | 68.00 | +4.68 +7.34% | | 601168 西部矿业 | | 20.62 | +1.33 +6.89% | | 600362 江西铜不 | | 30.40 | +1.88 +6.59% | | ...

Group 1 - The core incident involves a fatal landslide at Freeport McMoRan's Grasberg mine in Indonesia, leading to a significant rise in global copper prices and supply chain concerns [1] - The landslide occurred on September 8, resulting in two fatalities and five workers missing, with approximately 800,000 metric tons of wet material flooding the mine [1] - Following the incident, copper prices surged, with LME three-month copper rising by 2% to $10,172 per ton, and COMEX copper futures increasing nearly 4% to $4.825 per pound [1][3] Group 2 - Freeport anticipates that it may take until 2027 to return to pre-accident production levels, with a projected 35% decrease in copper and gold output for 2026 [2] - The Grasberg mine accounts for 50% of Freeport's proven reserves and approximately 70% of its expected production before 2029, indicating a long-term impact on global copper supply [2]

牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ 9 月 25 日上午， A 股三大股指集体上涨。截至午间收盘，沪指涨 0.16% ，深证成指涨 1.14% ，创业板指涨 2.22% 。 沪深两市半日成交额超 1.5 万亿元，较上个交易日放量 1397 亿元。市场共 2045 只个股上 涨， 44 只个股涨停， 3243 只个股下跌。 从板块看，电脑硬件、通信设备、互联网、电工电网、贵金属板块均涨超 2% ，而燃气、港 口、工程机械、公路、海运等板块走弱。 | | | | Wind热门概念指数 | | | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 服务器 | 半导体硅片 | 拼多多合 | 铜产业 | Kimi | 网络游戏 | 电脑硬件 | 综合类 | 通信设备 | 互联网 | 电工电网 | 贵金属 | | 4.13% | 3.36% | 3.34% | 2.94% | 2.72% | 2.58 ...