探索金丰来的独特视角，掌握黄金白银投资的多元化策略，让您的财富更稳健增长。点击了解如何实现投资 组合的完美平衡！ 你可能一直在寻找一种能够实现财富增值的投资方式，而黄金白银无疑是不错的选择。在这篇文章中，我们 将带你走进金丰来的投资世界，帮助你了解如何通过多元化策略在黄金白银市场中获利。你会发现在全球市 场趋势分析、现货交易策略、期货合约的应用以及贵金属基金的选择中，如何做出明智的决定。不管你的风 险承受能力如何，我们都会为你提供合适的建议和方案。让我们一起探索这些策略，确保你的投资组合更加 稳健和多样化。 ## 关键要点 理解全球市场趋势和地缘政治事件对黄金白银投资的影响。 通过期货合约锁定价格，规避黄金白银市场的下跌风险。 选择合适的贵金属基金，注重管理费用和回报率。 设定止损点并进行全面风险评估，以管理黄金白银投资风险。 全球市场趋势分析会让你更好地理解当前的经济动向。你会发现，国际政治因素对市场的影响可能比你想象 得更大。抓住这些趋势，你能更自信地做出投资决策。 现货交易策略中，你应该关注市场的实时变化以便做出快速决策。灵活性是关键，你得准备好根据最新的信 息调整你的计划。别忘了，情绪管理在交易中同样 ...

招股书显示，森合高科主要从事环保型贵金属选矿剂的研发、生产及销售。申报稿显示，森合高科核心产品通常应用于金、银等贵金属生产的浸出 选矿环节，是贵金属生产所需的关键化学药剂之一。同时，在其他有色金属矿浮选过程中也可作为抑制剂使用，提高有色金属矿选矿效率。 近年来，环保政策驱动选矿剂行业绿色转型。国家层面持续强化环保政策，发改委、自然资源部及生态环境部等多部门持续发文，明确鼓励采用无 氰或低氰浸金药剂提金，并对氰化工艺进行限制。此外，美国、德国、捷克等多国已禁用或限制传统剧毒氰化钠，倒逼贵金属生产企业转向环保型 贵金属选矿剂，形成全球性的市场替代需求。 同时，黄金需求增长推动选矿药剂市场扩容。全球地缘政治不确定性加剧和经济波动背景下，黄金的避险属性使其需求持续攀升。各国央行增持黄 金储备、珠宝及工业应用需求稳健，推动金矿开采活动活跃。随着高品位矿石资源逐渐减少，低品位、复杂矿石处理需求增加，选矿药剂作为提升 回收率的关键材料，市场需求有望显著增长。同时，高金价促使矿山企业优化选矿工艺以提高回收率，加速高效药剂的替代进程。 此外，据中国黄金协会统计，"一带一路"沿线国家黄金储量资源优势明显。随着"一带一路"倡议推进 ...

| 股指期货价差日报 | 投资咨询业务资格:证监许可【2011】1292号 | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | Z0016628 | 叶倩宁 | 2025年7月11日 | 历史1年分位数 | 全历史分位数 | | | | | | | | | | | | | 价差 | 品种 | 成新值 | 较前一日变化 | 8.10% | F期现价差 | -38.02 | 0.58 | 14.70% | | | | | | | | | H期现价差 | -16.53 | -0.61 | 20.40% | 11.70% | 期现价差 | IC期现价差 | -24.25 | -0.76 | 51.60% | 48.00% | IM期现价差 | -174.97 | 1.50 | 55.00% | 4.80% | | 次月-当月 | -18.00 | -2.80 | 21.70% | 25.00% | 李月-景日 | ...

Core Viewpoint - Huayang New Materials is expected to achieve a net profit attributable to shareholders of 70 million to 90 million yuan in the first half of 2025, indicating a potential turnaround from previous losses [1] Financial Performance - In the first half of 2023 and 2024, Huayang New Materials reported net losses of 91.66 million yuan and 49.43 million yuan respectively [1] - The total net losses for the years 2023 and 2024 were 200 million yuan and 186 million yuan respectively [1] - Despite the expected improvement in net profit, the company's non-recurring net profit is still projected to be negative, estimated between -56 million yuan and -40 million yuan [1] Business Operations - The improvement in performance is attributed to the recovery of precious metals business and the transfer of land use rights to Taiyuan Chemical Industry Group, resulting in a net gain of 119 million yuan from asset disposal and a land transfer subsidy of 5 million yuan from the Taiyuan Municipal Finance Bureau [1] - Huayang New Materials has undergone significant personnel changes in early 2024, including the resignation of the former chairman and the appointment of a new chairman [6] - The company has focused on enhancing management in the precious metals recovery industry and is adopting a flexible production model in the biodegradable materials sector to improve product functionality and market share [7] Strategic Direction - Huayang New Materials has gradually divested its chemical assets, leaving it with precious metals recovery and power distribution businesses as of 2021 [4] - The company is targeting the new materials sector, particularly biodegradable plastics, although the transition requires substantial upfront investment in research and development [4]

Core Viewpoint - The global wealth has been declining, with a 2.4% drop in total private net wealth and a 3.6% decrease in per capita wealth, equating to a loss of approximately $3,200 per person [1][2] Group 1: Global Economic Context - The debt-driven development model established post-World War II is no longer sustainable, leading to a universal wealth shrinkage across nations [1][2] - Global public debt is projected to exceed $102 trillion in 2024, with the U.S. accounting for one-third of this total [1][3] Group 2: U.S. Debt Policy - The recent passage of the "Great American Rescue Plan" will increase U.S. debt by $3.4 trillion, indicating a refusal by U.S. elites to address the debt issue responsibly [2][3] - The U.S. is currently in a deleveraging phase, while other countries are opting for different paths, such as reducing debt levels [4][5] Group 3: Debt Cycle Analysis - The debt cycle consists of five stages, with the U.S. currently in the fourth stage of deleveraging, while continuing to expand its debt [3][6] - Historical debt crises have shown that high debt levels can lead to significant economic repercussions, particularly for the U.S., which is the largest debtor nation [6][7] Group 4: Dollar Depreciation - The U.S. dollar has depreciated by 10% this year, with potential further declines of up to 50% anticipated due to both active and passive factors [7][8] - Historical instances of dollar depreciation have often preceded significant economic crises, suggesting that the current situation may lead to substantial market impacts [8][9] Group 5: Investment Strategies - Investors are advised to reduce exposure to dollar-denominated assets and consider reallocating funds into safe-haven assets such as commodities and high-dividend stocks [9][10] - The current market trend indicates a strong preference for high-dividend bank stocks, reflecting a shift towards risk mitigation strategies [10]

Group 1 - The precious metals market is expected to maintain a high-level oscillation trend due to strong support from market conditions and geopolitical factors [1][2] - The recent increase in tariffs by the U.S. has led to a resurgence of market risk aversion, providing strong short-term support for gold prices [2][3] - The World Gold Council indicates that gold prices will benefit from rising U.S. deficits and increasing fiscal instability, which are driving global capital reallocation [3] Group 2 - Analysts from Saxo Bank believe that factors driving precious metal prices upward still exist, with expectations of increased demand due to declining U.S. interest rates [4] - The current gold price is oscillating within a relatively narrow range, lacking new bullish catalysts, which increases the risk of further market corrections [4] - Future support factors for precious metals include ongoing central bank demand, inflation risks in the U.S., geopolitical tensions, and a shift of institutional investors towards tangible assets [4]

Group 1 - In June, China's manufacturing, non-manufacturing, and composite PMI rose to 49.7%, 50.5%, and 50.7% respectively, indicating a recovery in market sentiment [1] - Domestic consumption policies have strengthened, with the Central Financial Committee emphasizing the need to address low-price disorderly competition among enterprises, which is expected to boost domestic risk appetite in the short term [1] - The US ISM manufacturing PMI increased to 49, while the ISM non-manufacturing index reached 50.8, both slightly above expectations, indicating a positive trend in the US economy [1] Group 2 - The US non-farm payrolls increased by 147,000 in June, significantly exceeding expectations, and the unemployment rate fell to 4.1% [1] - Initial jobless claims in the US dropped to 233,000, marking a six-week low, which has led to a reduction in the likelihood of a rate cut by the Federal Reserve in July [1] - The Federal Reserve officials have signaled the possibility of an earlier rate cut, while trade agreements between the US and Vietnam, as well as progress with the EU, suggest positive developments in trade negotiations [1] Group 3 - A-shares are expected to cautiously trend upwards, with a focus on domestic incremental stimulus policies and trade negotiation progress [1] - The bond market is experiencing reduced external risks and lower inflation expectations, leading to a strong short-term performance in bond prices [1] - The commodity market is showing overall fluctuations, with oil prices rebounding slightly, while the non-ferrous metals sector continues to show strong performance [1]

| 股指期货价差日报 | 投资咨询业务资格:证监许可【2011】1292号 | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | Z0016628 | 叶倩宁 | 2025年7月10日 | 历史1年分位数 | 全历史分位数 | | | | | | | | | | | | | 价差 | 品种 | 成新值 | 较前一日变化 | -38.60 | 1.25 | 14.30% | 8.00%6 | F期则价差 | | | | | | | | | H期现价差 | -15.92 | 3.47 | 12.50% | 22.50% | 期现价差 | IC期现价差 | -23.49 | -3.74 | 52.80% | 48.70% | -176.47 | IM期现价买 | -4.57 | 50.00% | 4.60% | | -15.20 | 28.10% | 次月-3月 | 2.80 | 24.10% | -24.20 ...

文字早评 2025/07/10 星期四 宏观金融类 股指 宏观消息面： 期指基差比例： IF 当月/下月/当季/隔季：-0.36%/-0.74%/-0.97%/-1.79%； IC 当月/下月/当季/隔季：-0.39%/-1.29%/-2.19%/-4.26%； IM 当月/下月/当季/隔季：-0.50%/-1.59%/-2.76%/-5.68%； IH 当月/下月/当季/隔季：-0.37%/-0.59%/-0.58%/-0.54%。 交易逻辑：海外方面，近期主要关注点在美国对各国征收关税带来的影响。国内方面，重点关注 7 月份 "中央政治局会议"预期。当前国债利率处于低位，股债收益比较高，淤积在金融系统的资金有望流入 高收益资产，经济也有望在众多政策的助力下企稳。建议逢低做多与经济高度相关的 IH 或者 IF 股指期 货，亦可择机做多与"新质生产力"相关性较高的 IC 或者 IM 期货。 期指交易策略：单边建议逢低买入 IF 股指多单，套利暂无推荐。 国债 行情方面：周三，TL 主力合约上涨 0.19%，收于 121.09；T 主力合约上涨 0.05%，收于 109.050；TF 主 力合约上涨 0.03% ...

"岐山臊子面'香而不辣，辣不过喉'，秘诀就在于当地独特的辣椒品种。我们脚下的这片农田种植 的就是宝鸡市农业科学研究院参与培育的'宝椒29号'。"7月9日，宝鸡市农业科学研究院辣椒油料研究 所所长辛鑫在试验田介绍近期研究成果时说，"'宝椒29号'开花早、株型集中，可亩产600公斤干椒。结 出的辣椒色泽红润，有一种独特的香气。" 陕西瑞科新材料股份有限公司（以下简称"瑞科材料"）是扎根宝鸡20余年的民营企业，是国内精细 化工领域贵金属催化剂主要生产企业之一。公司拥有数百种贵金属催化剂，应用场景覆盖医药、农药、 液晶材料、食品和饲料添加剂等多个方向。 在该公司的实验室内，自主设计的精密设备能对最新研发的贵金属催化剂进行性能评价。"贵金属 催化剂长期以来被欧美国家企业垄断，一度让国内企业'不用不得行、想用用不起'。"瑞科材料董事长 蔡林坦言。 近年来，该公司不断进行科技创新，以高新技术提升生产效能，多种产品实现国产替代进口。公司 目前拥有发明专利36项，累计主持、参与制定修订国家以及行业与团体标准40余项，被认定为国家级专 精特新"小巨人"企业。 "由于贵金属的稀缺性，失活贵金属催化剂的绿色循环再生利用更显紧迫。"瑞 ...