登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：301217 证券简称：铜冠铜箔公告编号：2026-001 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。一、本期业绩预计情况 1、业绩预告期间：2025年1月1日-2025年12月31日 2、业绩预告情况:预计净利润为正值且属于扭亏为盈情形 三、业绩变动原因说明 2025年公司积极把握市场机会，生产经营活动有序开展，经营业绩实现了扭亏为盈。报告期内，公司生 产各类铜箔产品合计约7.1万吨，业绩变动的主要原因如下： 1、报告期内，公司扩建项目产能持续释放，高频高速铜箔呈现供不应求态势，销量实现较快增长，且 5um及以下等高附加值锂电铜箔销量稳步提升，带动营业收入同比增长; 2、报告期内，公司高频高速铜箔等高附加值产品销量占比提升，带动加工费收入增长；同时公司持续 深化降本增效，不断提升运营效率与管理水平，相关成本有效压降，产品毛利率实现回升。 3、预计的业绩情况： 二、业绩预告审计情况 本期业绩预告相关财务数据为公司财务部门初步测算的结果，未经注册会师审计。公司已就业绩预告有 关事项与年报审计会计师事 ...

Core Viewpoint - Value investing remains a preferred strategy for identifying strong stocks, utilizing fundamental analysis to find undervalued companies [2] Company Overview - Commercial Metals (CMC) is currently rated with a Zacks Rank 2 (Buy) and has a Value grade of A, indicating strong potential as a value stock [4] - CMC's current P/E ratio is 12.16, which is lower than the industry average of 12.50, suggesting it may be undervalued [4] - The stock's Forward P/E has fluctuated between a high of 18.74 and a low of 9.50 over the past 52 weeks, with a median of 11.89 [4] Valuation Metrics - CMC has a P/B ratio of 1.59, which is favorable compared to the industry average P/B of 2.07, indicating solid valuation [5] - Over the past year, CMC's P/B ratio has ranged from a high of 1.80 to a low of 1.10, with a median of 1.42 [5] - The P/CF ratio for CMC is 20.49, which is lower than the industry average of 21.47, further supporting the notion of undervaluation [6] - CMC's P/CF has varied from a high of 21.06 to a low of 7.76 over the past year, with a median of 14.56 [6] Investment Outlook - The combination of favorable valuation metrics and a strong earnings outlook positions CMC as one of the market's strongest value stocks [7]

Road Town, Tortola, British Virgin Islands--(Newsfile Corp. - January 27, 2026) - Talon Metals Corp. (TSX: TLO) (OTCID: TLOFF) ("Talon" or the "Company") announces that, further to its press release dated January 9, 2026, it completed the proposed consolidation of the Company's issued and outstanding shares ("Talon Shares") on January 23, 2026 on the basis of one post-consolidation Talon Share for every ten pre-consolidation Talon Shares (the "Consolidation").As a result of the Consolidation, the number of ...

1月27日（周二），德意志银行表示，我们预计，第二季度铜价将触及每吨13,000美元的峰值，随后自下半年起价格将有所回落，因为多家主要矿山的产量 可能开始回升。 刘明康 美国对精炼铜征收关税的威胁应会导致金属在上半年持续流入美国。 156 5309 0867 该行表示，我们确实预计，铝价下半年将从当前水平有所回落。2026年平均预计为每吨2925美元，第二季度峰值为每吨3100美元。 liumingkang@smm.cn （文华综合） 作为全球最大的铜消费国，中国产业链面临三大挑战：上游资源对外依存度攀升、中游加工环节产能过剩、下游需求受高铜价抑制。为助力行业应对变局， 上海有色网携手铜产业链企业联合编制《2026中国铜产业链分布图》中英双语版，点击此链接即可免费领取铜产业链分布图： https://s.wcd.im/v/470opZ19l/。 SMM联合制作联系人 ...

美铜在前高位置震荡，市场进入指引真空期 一、日度市场总结 铜期货市场数据变动分析 主力合约与基差 ：2026年1月26日沪铜主力合约收于101880元/吨；LME铜 价收于13128.5美元/吨。基差方面，SMM升水铜贴水从2026年1月23日 的-110元/吨加深至2026年1月26日的-135元/吨；LME(0-3)贴水从-82.84美 元/吨收窄至-66.06美元/吨。 持仓与成交 ：LME铜持仓在2026年1月23日增加9606手至325527手，持仓量 扩大；市场交投活跃度边际回暖，但现货成交受贴水压制维持清淡。 产业链供需及库存变化分析 从业编号：F03115367 投资咨询：Z0019145 手机：18516056442 liyingjie@thqh.com.cn 孙皓 从业编号：F03118712 投资咨询：Z0019405 sunhao@thqh.com.cn 供给端 ：供给端压力增加，SHFE于2026年1月26日批准江铜国兴新增18万 吨冶炼产能注册，提升国内供应；BHP罢工事件导致道路封锁，但2026年1 月资讯显示暂未影响铜矿生产。LME、SHFE和COMEX库存均上升，反映供给 充 ...

January 23, 2026 12:36 PM GMT Battery metals: Domestic industrial-grade and battery-grade hydroxide prices rose 3.5% and 4.0% WoW, respectively. Industrial- and battery-grade lithium carbonate prices both rose 3.5% WoW. Gold: Prices increased 6.9% WoW to US$4,936/oz. Steel: Shanghai HRC prices and CRC prices both edged down 0.6% WoW. Shanghai rebar prices dipped 0.2% while Tangshan billet prices declined 1.3% WoW. Long steel inventories at traders increased 2.0% WoW and flat steel inventories down 0.9% WoW. ...

Group 1 - The article discusses the potential benefits of subscribing to Beyond the Wall Investing for access to high-quality equity research reports, which can save investors thousands of dollars annually [1] - Alcoa Corporation (AA) stock has been under review for about 9 months, with a previous "Buy" rating maintained despite a continued correction in the stock price [1] - Oakoff Investments, a personal portfolio manager and quantitative research analyst, leads the investing group Beyond the Wall Investing, offering features such as a fundamentals-based portfolio and weekly analysis [1]

Company Performance - IperionX Limited (NASDAQ:IPX) experienced a significant share price increase of 28.4% week-on-week, nearing its all-time high [1] - The stock reached a peak price of $60.35, just $0.55 below its all-time high of $60.90 recorded on October 15 [2] New Deal and Financial Impact - IperionX secured a deal with the US Army valued at $300,000 for the supply of 700 lightweight titanium components for heavy ground combat systems, with potential for significant increases upon successful delivery [3] - The replacement of steel components with titanium is projected to reduce the weight of combat systems by 40 to 45%, enhancing performance metrics such as acceleration, agility, operational range, and survivability [4] Strategic Importance - IperionX is recognized as the only domestic US producer of commercial-scale primary titanium metal, a material deemed strategic and critical by the US Government [5] - The deal aligns with US government priorities to reshore and secure critical materials supply chains, reduce dependence on foreign titanium sources, and expand domestic manufacturing capacity using recycled feedstocks [5]

Core Viewpoint - The copper market is expected to remain tight in 2026, supporting upward price movement despite current demand pressures [2]. Supply and Demand - As of January 23, 2026, SHFE copper closed at 101,340 CNY/ton, up 0.57% from January 16, while LME copper closed at 13,129 USD/ton, up 2.54% [2]. - The TC spot price has reached a new low, indicating tight procurement of copper concentrate; cable enterprises' operating rates have increased week-on-week, but domestic social inventory continues to grow, which may suppress demand due to rising copper prices [2]. - The supply-demand outlook for 2026 remains tight, with continued optimism for rising copper prices [2]. Inventory - Domestic copper social inventory increased by 2.9%, while LME copper inventory rose by 16.9% [3]. - As of January 23, 2026, domestic mainstream port copper concentrate inventory stood at 719,000 tons, up 4.1% from the previous week [3]. - Global electrolytic copper inventory totaled 960,000 tons, up 6.2% from January 16; LME copper global inventory was 172,000 tons, up 16.9% [3]. Supply - The price difference between refined copper and scrap copper decreased by 526 CNY/ton week-on-week [4]. - In October 2025, China's copper concentrate production was 130,000 tons, down 8.1% month-on-month and 12.1% year-on-year; global copper concentrate production in November was 1.923 million tons, down 1.9% year-on-year and 0.6% month-on-month [4]. Smelting - The TC spot price reached -50 USD/ton, marking a historical low [5]. - In December 2025, China's electrolytic copper production was 1.1781 million tons, up 6.8% month-on-month and 7.5% year-on-year [5]. - In December 2025, electrolytic copper imports were 260,000 tons, down 4.0% month-on-month and 29.8% year-on-year; exports were 96,000 tons, down 32.7% month-on-month but up 473.4% year-on-year [5]. Demand - The cable industry accounts for approximately 31% of domestic copper demand, with cable enterprises' operating rate at 58.71%, up 2.72 percentage points week-on-week [6]. - The air conditioning sector, which represents about 13% of domestic copper demand, is projected to see production changes of +11%, -11.4%, and -2.4% from January to March 2026 [6]. - Copper rod production, accounting for about 4.2% of domestic copper demand, had a brass rod operating rate of 52.74%, up 2.56 percentage points month-on-month but down 3.40 percentage points year-on-year [6]. Futures - As of January 23, 2026, the SHFE copper active contract position increased by 6.4% week-on-week, with a total position of 231,000 lots [7]. - The COMEX non-commercial net long position was 53,000 lots, down 1.6% week-on-week [7].

Core Insights - The iShares MSCI Global Metals & Mining Producers ETF has experienced a significant increase of 66% over the past year, rising from approximately $35 to $58 per share [1] Industry Summary - The performance of the ETF indicates a strong upward trend in the metals and mining sector, reflecting positive market conditions and investor sentiment [1]