万万没想到！ 全球科技的命脉不是掌握在英伟达、华为这些巨头手上 而是藏在事关全球人工智能AI的稀有金属命脉里！ 它不是黄金、但比黄金更贵，不是稀土、储量却仅为稀土的二十五分之一！ 这场价值爆发的背后，是AI算力需求和军工爆发的双重驱动： 军工领域，钨广泛应用于制造导弹、坦克、潜艇、卫星等等，可以说涵盖了军工的几乎全部领域，因此钨也是全球各国必储备的战略资源。 半导体领域，在3nm 及以下先进制程中，钨用于制作晶体管的"接触孔"与"金属互连线"，而在固态电池电极材料中，钨基复合材料可提升电池寿命10%。 并且从2025年2月起我国便开始对APT、氧化钨等7类物项实施出口许可， 它就是被称为"工业牙齿"的金属钨！ 数据显示，全球已探明钨储量仅440万吨，而稀土储量高达1.2亿吨，这意味着钨的稀缺程度是稀土的25倍，堪称是金属界的大熊猫。 今年以来钨的价格迎来了大幅飙升，本周国内黑钨精矿（≥65% WO）价格已攀升至211000-212000元/吨，较年初涨幅高达40%，比同期黄金（涨幅33%）的 涨幅还猛！ 第一家：最具有潜力的一家 公司拥有亚洲第一大钨矿，矿区拥有C+ D级三氧化钨22.42万吨，其中黑钨矿12 ...

September 12, 2025 02:04 PM GMT Greater China Materials | Asia Pacific Weekly Monitor: A Lot of Noise on Lithium Restart Key Takeaways Base metals: Shanghai copper prices grew 1.2% WoW while inventories hiked 14.9% WoW. Shanghai aluminum prices increased 1.8% WoW; inventories trended up by 3.6% WoW. Battery metals: Domestic industrial- and battery-grade lithium hydroxide prices declined by 2.0% and 1.8% WoW, respectively. Industrial- and battery-grade lithium carbonate prices both saw 2.9% WoW cuts. Gold: P ...

Group 1 - Anglogold Ashanti Inc. stock is currently trading at $65.72, reflecting a 0.26% increase, with a monthly increase of 21.17% and a yearly increase of 131.97% [1] - Long-term shareholders are optimistic about the stock's performance, while others may consider the price-to-earnings (P/E) ratio to assess potential overvaluation [1] Group 2 - The P/E ratio is a critical metric for long-term shareholders to evaluate the company's market performance against historical earnings and industry standards [5] - Anglogold Ashanti has a lower P/E ratio compared to the aggregate P/E of 39.37 for the Metals & Mining industry, suggesting potential undervaluation or weaker future performance expectations [6] Group 3 - While the P/E ratio is a useful tool for assessing market performance, it should be interpreted cautiously as a low P/E can indicate undervaluation or weak growth prospects [10] - Investors should consider the P/E ratio alongside other financial metrics, industry trends, and qualitative factors for a comprehensive analysis of the company's financial health [10]

Core Viewpoint - Eldorado Gold Inc. has shown significant stock performance with a 23.20% increase over the past month and a 53.81% increase over the past year, leading to optimism among long-term shareholders, while concerns about potential overvaluation arise from the price-to-earnings (P/E) ratio analysis [1][5]. Group 1: Stock Performance - The current trading price of Eldorado Gold Inc. is $27.67, reflecting a 3.21% increase in the current session [1]. - Over the past month, the stock has increased by 23.20%, and over the past year, it has risen by 53.81% [1]. Group 2: P/E Ratio Analysis - The P/E ratio is a critical metric for investors, comparing the current share price to the company's earnings per share (EPS), and is used to assess the company's performance against historical data and industry benchmarks [5]. - Eldorado Gold has a lower P/E ratio compared to the aggregate P/E of 39.07 for the Metals & Mining industry, suggesting that the stock may be undervalued despite potential concerns about performance relative to peers [6]. - A low P/E ratio can indicate undervaluation but may also reflect weak growth prospects or financial instability, highlighting the need for a comprehensive analysis of various financial metrics and qualitative factors [8].

China’s zinc producers are pushing for better supply terms from overseas miners as they benefit from smelter closures elsewhere in the world https://t.co/xtltnrprgs ...

An Active ETF Leveraging Sprott’s Specialized Metals and Mining Leadership to Invest in Companies Across the Industry LifecycleTORONTO, Sept. 10, 2025 (GLOBE NEWSWIRE) -- Sprott Inc. (“Sprott”) (NYSE/TSX: SII) today announced the launch of the Sprott Active Metals & Miners ETF (Nasdaq: METL) (“METL”), an actively managed ETF that aims to provide long-term capital appreciation by investing in companies across the metals and mining industry lifecycle, including miners, recyclers, and royalty and streaming com ...

Summary of Key Points from the Conference Call Industry Overview - The report focuses on the Greater China Materials sector, particularly the glass fiber industry and related materials [1][5][6]. Core Insights - **Glass Fiber Industry**: The China Fiber Glass Industry Association has initiated measures to curb irrational competition within the industry [8]. - **Price Trends**: - The average price for glass fiber (2400tex) remained stable at Rmb3,850/ton, while float glass prices increased by 0.3% WoW to Rmb1,246/ton. Solar glass (3.2mm tempered) prices rose by 8.1% WoW to Rmb20.0/m² [4][10]. - **Production Impact**: A recent parade affected approximately 122.3kt of daily molten iron production and 80.7mt of coal production capacity in Shanxi, along with 40kt of alumina output near Beijing [8]. Price and Inventory Movements - **Base Metals**: - Shanghai copper prices increased by 0.8% WoW, while inventories rose by 2.6% WoW. - Aluminum prices decreased by 0.3% WoW, with inventories down by 1.2% WoW [2]. - **Steel Prices**: - Shanghai HRC price dropped by 1.5% WoW, CRC price decreased by 0.8% WoW, and rebar prices fell by 4.2% WoW [3]. - **Cement and Coal**: - Cement prices dipped by 0.9% WoW to Rmb327/ton, while coal prices increased slightly by 0.4% WoW to Rmb677/ton [3]. Regulatory Environment - The State Administration for Market Regulation (SAMR) is taking steps to rectify market orders and prevent irrational competition in the materials sector [8]. Additional Observations - The report indicates a cautious outlook on the overall market dynamics, emphasizing the need for companies to adapt to regulatory changes and market conditions [6][8]. - The report also highlights potential investment opportunities within the sector, particularly for companies that can navigate the regulatory landscape effectively [6]. Conclusion - The Greater China Materials sector, particularly the glass fiber industry, is experiencing price stability amidst regulatory changes aimed at curbing competition. Investors should monitor these developments closely for potential opportunities and risks [1][6][8].

Group 1 - The article supports a bullish thesis on Vale (VALE), emphasizing its solid operational efficiency as a unique characteristic of the company [1] - The analyst focuses on undercovered stocks primarily in Brazil and Latin America, occasionally discussing global large caps [1] - The article is part of a broader analysis that aims to identify investment opportunities in the market [1] Group 2 - The analyst has a beneficial long position in Vale shares, indicating confidence in the company's future performance [2] - The article reflects the analyst's personal opinions and is not influenced by external compensation [2] - There is no business relationship with any company mentioned in the article, ensuring an unbiased perspective [2]

商 品 研 2025 年 09 月 05 日 铜：美联储降息预期，限制价格回落 季先飞 投资咨询从业资格号：Z0012691 jixianfei@gtht.com 【基本面跟踪】 铜基本面数据 究 | | | 昨日收盘价 | 日涨幅 | 昨日夜盘收盘价 | 夜盘涨幅 | | --- | --- | --- | --- | --- | --- | | | 沪铜主力合约 | 79,770 | -0.42% | 79650 | -0.15% | | | 伦铜3M电子盘 | 9,892 | -0.83% | - | - | | | | 昨日成交 | 较前日变动 | 昨日持仓 | 较前日变动 | | 期 货 | 沪铜主力合约 | 77,199 | -21,772 | 184,021 | -8,088 | | | 伦铜3M电子盘 | 14,228 | -7,269 | 286,000 | 5,161 | | | | 昨日期货库存 | 较前日变动 | 注销仓单比 | 较前日变动 | | | 沪铜 | 19,829 | 358 | - | - | | | 伦铜 | 158,375 | -200 | 10.17% | 1.64 ...

India on Tuesday challenged US tariffs on some copper products at the World Trade Organization, calling the high levies trade restrictions that impact the South Asian country’s exporters https://t.co/DXIunHN1ML ...