中证智能财讯有研新材（600206）10月10日晚间披露业绩预告，预计2025年前三季度归母净利润2.3亿元至2.6亿元，同比增长101%-127%；扣非净利润预计 1.55亿元至1.7亿元，同比增长62%-78%。以10月10日收盘价计算，有研新材目前市盈率（TTM）约为63.51倍-70.75倍，市净率（LF）约4.7倍，市销率 （TTM）约2.14倍。 以本次披露业绩预告均值计算，公司近年市盈率（TTM）图如下所示： 近年来市盈率变化情况（倍） 300 @50 200 150 120.65 100 70.06 68.75 54x29 50 58.2 37x88 0 2020-06-30 ' 2020-12-37 2021-06-30 <- 12-37 2021-12-3- 5-12-37 2n- -○- 公司 -○- 行业均值 100 ହ 90 80 70 63a87 60 50 40 30 26.3 23x62 22d4 20 17016 10 4.88 0 2027-12-37 1 -06-30 ' 2021-06-30 2-06-30 -12-37 <- 12-37 . 1-12-37 2n- ← ...

天眼查App显示，近日，湖南逸鸿矿业有限公司成立，法定代表人为李军，注册资本1000万人民币，经 营范围为一般项目：金属矿石销售;贵金属冶炼;新型金属功能材料销售;金属链条及其他金属制品销售; 有色金属压延加工;金属材料销售;新材料技术研发;高性能有色金属及合金材料销售;供应链管理服务;选 矿（除稀土、放射性矿产、钨）;非金属矿及制品销售;资源再生利用技术研发;再生资源加工;常用有色 金属冶炼;货物进出口;技术进出口;进出口代理;固体废物治理（除依法须经批准的项目外，自主开展法 律法规未禁止、未限制的经营活动）。 ...

#报告 法兴银行：贵金属大涨预示货币贬值进入下一阶段。 https://t.co/jNQKtd03YsNone (@None):None ...

摘要 在全球经济深度融合与金融科技迅猛发展的时代背景下，外汇市场正迎来前所未有的机遇与挑战。OEXN外汇作为行业领先参与者，凭借对市场趋势的前瞻 洞察、持续的技术创新及以客户为中心的核心价值，展现出强大的发展韧性与清晰的发展蓝图。本文将探讨OEXN如何精准把握全球化脉搏，优化自身服务 与产品矩阵，拥抱合规与技术进步，在充满活力的国际市场中实现可持续增长。 正文 当今世界正处于技术驱动变革与经济格局重塑的关键时期。数字化浪潮席卷全球金融业，人工智能、区块链、大数据分析等技术对外汇交易平台的操作效 率、风险管理及用户体验产生了根本性影响。同时，区域经济一体化持续深化，新兴市场参与度显著提升，个人投资者与机构投资者对外汇市场的关注度与 参与热情日益高涨。这些变化为OEXN提供了广阔的舞台。 l BrokersviewExpo Abu Dhabi 2024 -400 Exhibitor pastical The K. Business Development Meroger. - DETH compony. ABU DHABI 201 Rifal view habi 202 ds, Big Retu Hall Spo ...

Group 1 - The report indicates that the core view is that the new growth industry prosperity cycle has been established, with AI computing infrastructure holding a core position that remains unshaken, and the application end showing significant advantages in diffusion [5][6][17] - The report highlights that during the National Day holiday, overseas equity markets rose, and external risk appetite remained strong, with sectors such as biotechnology, semiconductor equipment, metal raw materials, and information technology leading in gains [5][16] - The report suggests that the current trend of rising markets is far from over, with a focus on AI computing infrastructure as the main line of investment, while also emphasizing sectors with hard support for performance, such as electric power equipment and non-ferrous metals [5][16] Group 2 - The report notes that the AI computing infrastructure sector is the most critical direction for investment, aligning with institutional preferences for growth trends, while AI applications are seen as the easiest to carry internal valuation diffusion [6][17] - The report identifies a second main line of investment in sectors with hard support or performance exceeding expectations, including electric power equipment (wind power, energy storage, batteries), non-ferrous metals (rare earth permanent magnets, precious metals), and machinery equipment [6][17] - The report emphasizes that the electric power equipment sector benefits from high demand for wind power exports, overseas energy storage, breakthroughs in solid-state batteries, and improvements in power supply equipment due to data center construction [6][17]

中信证券研报指出，资源安全、企业出海和科技竞争依然是最重要的结构性行情线索，对应的是资源 +出海+新质生产力的行业配置框架。国庆和中秋长假期间的热点主要集中在资源和AI领域：贵金属、 基本金属和能源金属价格全面上涨，资源安全主线的热度在提升；AI从企业级向消费级扩散的趋势越 发明显，用户入口抢夺或带来端侧硬件和应用大爆发。不过，也需要注意10月贸易领域争端开始更加频 繁，需坚定企业出海的大趋势，淡化外部扰动因素。从市场层面来看，近期增量流动性依旧以绝对收益 资金为主，预计市场仍将逐步回归结构性特征。 ...

分析人士指出，近期，有色板块有多个"利好"因素刺激，其中包括行业稳增长工作方案出炉、美联储降息预期 升温、全球第二大铜矿因泥石流事故暂停生产、刚果（金）钴出口禁令延长等。 有色股，继续活跃！ 最近几个交易日，有色金属板块持续上行。9月30日，该板块再度走强，截至券商中国记者发稿时，该板块涨 幅超过3%，铜、钴、锂、贵金属等方向领涨，江西铜业、锡业股份、盛屯矿业等多股涨停。午后，中国中冶 也放量涨停。 有色板块再度走强 今日，在A股市场上，有色金属板块高开高走， 截至券商中国记者发稿时，该板块涨幅达到3.26%。其中，江 西铜业、锡业股份、精艺股份、盛屯矿业、中国中冶涨停，华友钴业涨超9%，北方铜业涨近8%，永兴材料、 豫光金铅、云南铜业等涨超7%。 Freeport McMoRan（自由港）确认其印尼Grasberg铜矿因事故影响，预计2025年第三季度铜销量将较此前指引 减少约4%，第四季度铜矿仅少量产出和销售； 2026年Grasberg铜矿受损部分将逐步重启恢复生产，预计2026 年矿山铜产量将较原指引的77万吨下修35%至50万吨；2027年Grasberg铜矿目标恢复到事故前的产量水平。银 河证券指 ...

【机构观点】 从宏观整体环境来看，全球经济动荡，美国经济也较为疲弱，美联储独立性受到威胁，地缘政治冲突不 断，对贵金属利好的信息依然存在，市场做多的情绪继续保持，短期内出现较大回撤的可能性较低。但 节假日时间期间，美国将公布非农和PMI等重要数据，对盘面将产生较大影响，行情或出现一定的波 动。 9月30日，沪金主力暂报879.06元/克，涨幅达2.01%，今日沪金主力开盘价866.88元/克，截至目前最高 880.00元/克，最低865.08元/克。 商务部经济分析局称，消费者支出在8月增长0.6%，预测为增长0.5%。个人收入增长0.4%，工资仅上涨 0.3%。储蓄率降至八个月来最低的4.6%。个人消费支出(PCE)物价指数环比上涨0.3%，同比涨幅达到2 月以来最大的2.7%。核心PCE物价指数环比上升0.2%，同比上涨2.9%。 美联储金融监管副主席鲍曼重申，需要果断降息来抵御就业市场日益严重的问题。"最新数据显示，劳 动力市场明显更加脆弱，而剔除关税因素后，通胀徘徊在距离我们目标不远的水平，"她称。现在是"果 断、积极地采取行动，应对劳动力市场活力下降和新出现的脆弱迹象"的时候了。 里奇蒙联储总裁巴尔 ...

2025年09月30日 (原油) 隔夜国际油价大跌，布伦特12合约跌2.98%。供应端处于伊拉克库尔德复运、OPEC+进一步增产带 来的即期增量与地缘风险并存的多空交织状态，但总体石油的累库进程依然明确，三季度累积幅度 2.4%包括原油累库0.5%、成品油累库5.5%，且随着炼厂开工率的季节性回落，上周累库结构已向上 游原油集中。油价上行至震荡区间高位后进一步走强的空间有限，但十一前后外围市场围绕俄乌、 伊朗的地缘犹动仍在，继续持有期货空头与看涨期权相结合的保护性策略。 gtaxinstitute@essence.com.cn 综合晨报 【责金属】 隔夜贵金属延续强势表现。本周关注美国政府停摆的解决进展以及非农在内的一系列关键数据。美 国劳工统计局发布政府停摆应急计划，将在政府停摆期间暂停所有运营，不发布经济数据。贵金属 中期偏强趋势未改但国庆期间波动风险较高,建议离场观望。 【铜】 隔夜内外铜价扩大涨势，贵金属提振交易情绪，节中市场关注政府关门风险,一旦僵局可能担追非 农就业等数据公布。铜市继续消化Grasberg基本铁席两个季度供应对平衡表的影响。国内观铜上调 到82210元，上海贴水5元，节前SMM社库 ...

Core Viewpoint - The article discusses the current high copper prices and the impact of various economic factors on commodity markets, including government policies, production targets, and market trends in different sectors [1][2][4]. Group 1: Economic Policies and Market Trends - The National Development and Reform Commission announced a new policy financial tool worth 500 billion yuan aimed at supporting project capital, which is expected to stimulate economic growth [1]. - From January to August, state-owned enterprises reported total revenue of 539,620.1 billion yuan, a year-on-year increase of 0.2%, while total profits decreased by 2.7% to 27,937.2 billion yuan [1]. - The domestic commodity futures market saw a general decline, particularly in energy and chemical products, indicating a bearish trend in these sectors [1]. Group 2: Copper Market Insights - Copper prices rose by 1.59% in the night session, with a significant reduction in China's copper production growth target for 2025-2026 from 5% to 1.5% [2][21]. - The ongoing tight supply of copper concentrate and high smelting profits are expected to support copper prices in the long term, especially following mining incidents in Indonesia [2][21]. Group 3: Stock Market Overview - The US stock indices experienced slight increases, with the non-bank financial sector leading gains, while coal stocks lagged [3][12]. - The financing balance decreased by 193.55 billion yuan to 24,080.56 billion yuan, indicating a cautious approach among investors as the market enters a consolidation phase after a prolonged rally [3][12]. Group 4: Oil Market Dynamics - The SC crude oil price fell by 2.87%, influenced by Russia's export bans on diesel and gasoline amid ongoing geopolitical tensions [4][14]. - The US labor department reported a decrease in initial jobless claims, suggesting a resilient labor market, which may impact oil demand [4][14]. Group 5: Agricultural Products and Commodities - The article highlights fluctuations in agricultural commodities, with Argentina's temporary cancellation of export taxes on soybeans and derivatives affecting global markets [28]. - The domestic market anticipates increased supply due to this policy change, leading to potential downward pressure on prices [28].