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稀土概念
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总览
新闻资讯
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10:36","pubTimestamp":1762742163,"startTime":"0","endTime":"0","summary":"黑色方面,降息与中美摩擦缓和等利多性的情绪脉冲过后,基本面定价权重可能回归。截至10.7日,铜社会库存上升至20.1万吨,铝锭加铝棒社会库存则小幅下降至76.5万吨。但另一方面,分终端需求来看,电网订单不及预期或是本次铜铝分化的核心推手。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251110103652a6ee394e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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19:36","pubTimestamp":1762688160,"startTime":"0","endTime":"0","summary":"当期AI电力需求持续高涨下,北美或上演缺电行情,或对电解铝用电进行抢夺,电解铝海外供给扰动频繁。详细内容见报告有色金属行业周报:电力存忧供给扰动频现,关注铝弹性&红利华创金属团队刘 岗 liugang@hcyjs.com马 野 maye@hcyjs.com李梦娇 limengjiao@hcyjs.com","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251109193836a6ece3e4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251109193836a6ece3e4&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02600","BK1175","BK1513","BK1568","BK1592"],"gpt_icon":0},{"id":"2582848192","title":"全产业链布局铝系列产品,龙头地位显著","url":"https://stock-news.laohu8.com/highlight/detail?id=2582848192","media":"东方财富","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582848192?lang=zh_cn&edition=fundamental","pubTime":"2025-11-09 14:30","pubTimestamp":1762669843,"startTime":"0","endTime":"0","summary":"在需求端,电解铝被广泛应用到建筑、交通、电力和新能源等领域,近年来,在传统市场不景气的情况下,新能源汽车和新能源电力的快速发展,极大地推动了电解铝的需求,使得电解铝的供需处于平衡状态。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251109143048a6ec6aa4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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金风科技(02208)发布公告,持有公司股份2.85亿股(占公司总股本的6.754122%)的股东和谐健康保险股份有限公司-万能产品(简称“和谐健康”)计划自本公告披露之日起15个交易日后的3个月内(2025年12月1日至2026年2月27日),以集中竞价方式减持其持有的公司股份不超过4222.24万股(约占总股本的0.999331%)。\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:卢昱君","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2025-11-09/doc-infwunpx2658680.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK0259","BK0136","BK1594","002202","02208","BK1513","BK0188","BK0028","BK1526","BK0183","BK0187","BK0034","BK0086","BK1205","BK0196","BK1546","BK1558"],"gpt_icon":0},{"id":"2581686369","title":"中国铝业回应高层变动:均为正常的人事调整","url":"https://stock-news.laohu8.com/highlight/detail?id=2581686369","media":"中国能源网","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2581686369?lang=zh_cn&edition=fundamental","pubTime":"2025-11-08 20:13","pubTimestamp":1762603980,"startTime":"0","endTime":"0","summary":"11月8日,针对近期高层变动事宜,中国铝业投资者关系部一位工作人员对界面新闻回应称:公司管理层的变动均为正常的人事调整,近年来,公司历任董事长坚持战略目标不动摇,励精图治,创新求强,在推动公司经营业绩持续向好的同时,个人也有了很好的进步和发展。11月8日,针对近期高层变动事宜,中国铝业投资者关系部一位工作人员对界面新闻回应称:公司管理层的变动均为正常的人事调整。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110820220794f7a398&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:05","pubTimestamp":1762596336,"startTime":"0","endTime":"0","summary":"受三季度预期光伏组件出口退税取消传闻影响,下游组件厂的边框库存仍存,加之近期铝价持续上行,客户观望情绪浓厚,实际下单有限,导致本周行业开工率进一步下滑。SMM将持续关注行业动态及订单变化情况。特朗普是否有权绕过国会发动贸易冲突受到质疑,不过多数关税仍可通过其他更复杂的法律工具实施。同时,特朗普对钢铁、铝和汽车征收的关税并不受到直接影响。SMM预计11月上半月国内铝锭库存趋势将转持稳小增,在60-65万吨附近运行。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251108185022a6eadaa3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17:27","pubTimestamp":1762594030,"startTime":"0","endTime":"0","summary":"供需失衡会推动铝价重心上移,行业盈利触底回升,建议配置铝板块。预计短期电力供应对再生铝的生产影响较小,中期全球电解铝供给下降或导致铝价再度回升,长期再生铝行业受益碳中和政策、有望迎来高速发展。铝板块基本面扎实,不应被贴上地产标签而被埋没,预期差修正的力量不容小觑。风险提示:1、全球经济复苏遭遇阻力。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251108173025a6eabc4c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:51","pubTimestamp":1762570281,"startTime":"0","endTime":"0","summary":"金风科技副总裁、金风国际董事长吴凯受邀参会,与参会嘉宾共同探讨中澳自贸协定框架下能矿贸易可持续发展、绿色科技创新角色与作用等议题。16年来,金风科技深度支持澳洲风电产业发展,取得了一系列创新成果。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251108105428a491bb25&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:09","pubTimestamp":1762567755,"startTime":"0","endTime":"0","summary":"国务院新闻办公室8日发布的《碳达峰碳中和的中国行动》白皮书显示,中国能源绿色低碳转型取得显著成效。白皮书说,中国坚持先立后破,把大力发展非化石能源放在突出位置,实现了全球规模最大、速度最快的新能源发展,推进非化石能源消费比重由2020年的16.0%增至2024年的19.8%,年均提高近1个百分点。白皮书指出,中国持续提升化石能源清洁高效利用水平,合理控制化石能源消费,化石能源消费比重由2020年的84.0%降至2024年的80.2%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251108101156a491a874&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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年内外盘价差有望大幅收窄,国内铝价表现或强于海外。具体到价格走势上,据华泰研究所测算,短期受库存低位与消费旺季支撑,铝价仍有上行空间。也希望这一次铝价的涨价,能够成为中国转型的最好见证!","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251108071422a6e9be71&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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年三季度末,公司在手外部订单49.87GW,同比+20.52%。国际业务顺利拓展。2025Q3 风电利用小时数环比下滑。投资建议金风科技作为国内风机行业头部企业,有望受益于风机价格的企稳回升,盈利能力改善。2025 年10 月27 日收盘价对应PE 分别为20.30/15.89/13.11 倍,维持“买入”评级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251108151440a4922666&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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#中国为全世界提供70%风电装备#】“十五五”规划建议提出,要加快经济社会发展全面绿色转型,建设美丽中国,以碳达峰碳中和为牵引,协同推进降碳、减污、扩绿、增长。当前我国已建成全球最大、发展最快的可再生能源体系,风电太阳能装机总量占全球将近一半。中国完善的产业链和智能高效的生产不仅支撑起国内风电装机的快速增长,还为全世界提供了70%的风电装备,10年来,推动全球风电项目平均度电成本下降超过60%。“十五五”期间,全国计划建成100个左右的国家级零碳园区。面对新能源消纳和高耗能行业深度降碳等新挑战,“十五五”时期将如何破局?戳视频↓","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110723005694f5f468&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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21:22","pubTimestamp":1762521720,"startTime":"0","endTime":"0","summary":"需求:国内需求韧劲较强,铝材出口优势仍存我们预计2025、2026年中国电解铝消费将保持正增长,增速分别为2.7%、2.1%,整体需求展现出较强韧性。此外,中国电解铝供应占全球半数以上,叠加铝材加工产能的显著优势,中国铝材在全球市场中难以被替代,进一步巩固需求基础。综合来看,成本下行与价格上行共同作用,电解铝行业利润空间有望持续扩张,高利润状态或将成为常态。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251107212808a490659a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:30","pubTimestamp":1762511405,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,截止10月31日,未平仓空单比位列前三位为中兴通讯、万科企业、中远海控,空仓比分别为17.15%、16.07%、15.03%。智通机器人根据港交所数据,经过人工智能运算后自动生成,并不保证数据100%准确;以上涉及的空仓比增加值或减少值为绝对值数。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1366729.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1880383366.USD","HPAD.SI","BK1513","BK1619","LU0196878994.USD","BK1149","82318","06865","03145","BK1190","03750","00853","01919","LU0588545904.SGD","01171","00358","601318","BK1103","02318","LU0588545730.USD","06682","PNGAY","02208","00772","09688","01816","BK1610","BK1147","03347","02202","000002","LU0106252389.USD","06060","PAImain","01428","03800","06821","02331","LU0348827113.USD","01880","02696","LU0359202008.SGD","00763","01276","LNNGY","82331","BK1512","01772","02899"],"gpt_icon":1},{"id":"2581827588","title":"多家铝企股价新高!铝价涨、利润增,分析师看好这些龙头","url":"https://stock-news.laohu8.com/highlight/detail?id=2581827588","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2581827588?lang=zh_cn&edition=fundamental","pubTime":"2025-11-07 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16:30","pubTimestamp":1762504231,"startTime":"0","endTime":"0","summary":"中国铝业北京时间11月07日,涨0.09%,卖空量成交492.8万股,较上一交易日减少75.5%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251107163414a6e82775&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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