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X @Bloomberg
Bloomberg· 2025-12-03 07:42
Chinese copper smelters, faced with the prospect of negative fees for turning ore into metal, are in a stalemate with a major Chilean miner https://t.co/pgVWF8gKqr ...
战略小金属供给刚性下价格弹性显著,稀有金属ETF(562800)一键布局稀有金属板块
Xin Lang Cai Jing· 2025-12-03 02:51
2025年12月3日早盘,小金属板块盘中震荡回升,截至10:19,中证稀有金属主题指数上涨0.20%,成分 股北方稀土上涨3.41%,锡业股份上涨2.93%,广晟有色上涨2.17%,洛阳钼业上涨1.92%,金力永磁上 涨1.86%。 近年来,随着新质生产力需求爆发(如钼用于高温合金、镓锗用于半导体、稀土用于永磁电机),战略 小金属供给刚性下价格弹性显著。 有机构表示,战略小金属储量有限、开采难度大且供给弹性不足,同时新能源、半导体、军工等下游需 求快速增长,供需矛盾加剧。在资源稀缺性持续凸显、需求结构升级及政策调控下,未来稀有金属价格 有望延续上行趋势,具备资源储量优势、技术壁垒及合规出口渠道的企业将持续受益。 数据显示,截至2025年11月28日,中证稀有金属主题指数前十大权重股分别为洛阳钼业、北方稀土、盐 湖股份、华友钴业、赣锋锂业、天齐锂业、中矿资源、中国稀土、厦门钨业、天华新能,前十大权重股 合计占比59.05%。 稀有金属ETF(562800)跟踪中证稀有金属主题指数,是布局稀有金属板块的便利工具。 场外投资者还可以通过稀有金属ETF联接基金(014111)关注稀有金属板块投资机遇。 MACD金叉信 ...
Wallbridge Mining Company Limited (WM:CA) Presents at Metals & Mining Virtual Investor Conference 2025 Transcript
Seeking Alpha· 2025-12-02 22:43
PresentationAt this point, I'm very pleased to welcome Brian Penny. He's the Chief Executive Officer of Wallbridge Mining Company, which trades on the OTCQB Venture Market under the symbol WLBMF and on the TSX under the symbol WM. Welcome back, Brian.Welcome to Virtual Investor Conferences. On behalf of OTC Markets, we're very pleased you joined us for the Precious Metals and Critical Minerals Conference. Our next presentation is from Wallbridge Mining Company. Please note, you may submit questions for the ...
X @外汇交易员
外汇交易员· 2025-12-02 07:05
路透:消息人士称,中国自特朗普与习近平会晤以来首次发放稀土磁铁通用出口许可证。目前至少有三家中国稀土磁铁企业获得了许可证。 ...
Freeport-McMoRan: Undervalued Winner In A Red-Hot Metals Rally (NYSE:FCX)
Seeking Alpha· 2025-12-01 22:37
Metals—both precious and industrial—have been on fire lately. Gold neared $4,300 on the first day of December, while silver notched new records. Copper, meanwhile, is at fresh highs in London amid global supply worries. U.S. copper reached its best level since the summer (back when tariffs were in play).Freelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors a ...
IBC Advanced Alloys Reports Financial Results for the Quarter Ended September 2025
Accessnewswire· 2025-12-01 22:00
Highlights (Unless otherwise noted, all financial amounts in this news release are expressed in U.S. dollars. IBC is reporting the performance of "continuing operations" at its Copper Alloy division, "discontinued operations" at its Massachusetts facility, and a combination of continuing and discontinued operations.1 The operating loss from continuing operations in the quarter improved from $226,000 to $67,000. ...
X @Bloomberg
Bloomberg· 2025-12-01 05:10
Zijin's founder Chen Jinghe will step down as chairman after steering the company to the upper echelon of global metals miners following a decades-long run of growth https://t.co/TgXFg54TNX ...
中国股票策略-2025 年第三季度财报终评:MSCI 中国指数转呈净不及预期,终结 2024 年第四季度以来的符合预期趋势-China Equity Strategy-3Q25 Earnings – Final Cut MSCI China Turns to Net Miss, Pausing In-Line Streak Since 4Q24
2025-12-01 03:18
November 30, 2025 10:02 PM GMT China Equity Strategy | Asia Pacific 3Q25 Earnings – Final Cut: MSCI China Turns to Net Miss, Pausing In-Line Streak Since 4Q24 MSCI China 3Q25 earnings showed a net miss by number of companies, breaking the streak of in-line results for MSCI China since 4Q24: Reported earnings missed consensus forecasts by number of companies (-9.4%) while posting in-line results by weighted surprise (+2.8%), softening vs. the in-line 2Q25 results (-2.7% and +2.7%, respectively) ( Exhibit 1 ) ...
Silver, Copper Hit Records as Trading Turmoil Exacerbates Moves
Yahoo Finance· 2025-11-28 20:14
Metals surged in volatile trading on Friday, with silver and copper hitting fresh records, after a chaotic hours-long outage on CME Group’s Chicago Mercantile Exchange. Silver jumped as much as 5.9% to $56.53 an ounce, surpassing a peak set during a historic squeeze in the London market in October. The white metal has been supported by rising hopes of a Federal Reserve interest-rate cut in December, inflows into bullion-backed exchange-traded funds and ongoing supply tightness. Copper surged against the b ...
SMX Brings Verification to the Metals That Keep the World in Motion
Accessnewswire· 2025-11-28 14:30
NEW YORK, NY / ACCESS Newswire / November 28, 2025 / SMX (NASDAQ:SMX), the new standard for aerospace metals, does not tolerate uncertainty. Titanium, vanadium, and specialty alloys carry the weight of industries that cannot afford inconsistencies in origin, purity or processing. ...