Core Insights - International mineral prices mostly increased, with silver showing the highest gain [1] Group 1: Oil Prices - West Texas Intermediate (WTI) crude oil closed at $58.55 per barrel, up 0.77% [1] - Brent crude oil closed at $62.47 per barrel, up 0.92% [1] Group 2: Uranium and Iron Ore Prices - Uranium (U3O8) closed at $76.35 per pound, up 0.26% [2] - 62% iron ore fines closed at $104.90 per ton, up 0.10% [3] - 58% iron ore fines closed at $91.67 per ton, essentially unchanged [3] Group 3: Base and Precious Metal Prices - LME copper futures closed at $10,960.92 per ton, up 1.26% [3] - Aluminum closed at $2,864.61 per ton, up 2.29% [3] - Lead closed at $1,973.50 per ton, down 0.30% [3] - Zinc closed at $3,055.28 per ton, up 1.91% [3] - Nickel closed at $14,840.50 per ton, down 0.43% [3] - Tin closed at $38,090.00 per ton, up 1.25% [3] - Gold price on the NYMEX closed at $4,162.70 per ounce, up 0.77% [3] - Silver closed at $53.35 per ounce, up 3.65% [3] - Platinum closed at $1,587.60 per ounce, up 2.47% [3] - Palladium closed at $1,424.00 per ounce, up 2.15% [3]

证券研究报告|行业研究报告 [Table_Date] 2025 年 8 月 6 日 [Table_Title] Kazatomprom 2025Q2 铀产量（100%基础）环比增 加 17%至 6,609 吨 U3O8，2025 年计划产量仍为 25000 - 26500 吨（100%基础） [Table_Title2] 有色金属-海外季报 [Table_Summary] 季报重点内容: ►2025Q2 生产经营情况 2025Q2 铀产量（100%基础）为 6,609 吨 U3O8，环比增加 17%，同比增加 14%。 2025Q2 铀权益产量为吨 3,467 吨 U3O8，环比增加 17%， 同比增加 13%。 2025Q2 集团铀销量（100%基础）为 5,065 吨 U3O8，环比 增加 98%，同比增加 1%。 2025Q2 KAP 铀销量（含集团）为 4,429 吨 U3O8，环比增 加 73% ，同比增加 1%。 2025Q2 集团平均实现价格为 60.36 美元/磅，环比上涨 10%，同比下跌 12%。 2025Q2 KAP 平均实现价格为 59 美元/磅，环比上涨 7%， 同比下跌 11%。 ...