来源：新浪基金∞工作室 2月9日，有色ETF华宝（159876）开盘涨2.07%，报1.135元。有色ETF华宝（159876）重仓股方面，紫 金矿业开盘涨3.50%，洛阳钼业涨2.14%，北方稀土涨2.97%，华友钴业涨1.49%，中国铝业涨1.78%，赣 锋锂业涨0.14%，山东黄金涨1.62%，云铝股份涨1.74%，中金黄金涨2.40%，江西铜业涨1.94%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 有色ETF华宝（159876）业绩比较基准为中证有色金属指数收益率，管理人为华宝基金管理有限公司， 基金经理为陈建华，成立（2021-03-12）以来回报为122.52%，近一个月回报为4.76%。 ...

数据来源：国家统计局，智研咨询整理 相关报告：智研咨询发布的《2026-2032年中国有色金属行业节能减排市场全景评估及投资前景规划报 告》 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 根据国家统计局数据显示：2025年12月中国十种有色金属产量为721万吨，同比增长4.9%；2025年1-12 月中国十种有色金属累计产量为8175万吨，累计增长3.9%。 上市企业：紫金矿业（601899）,洛阳钼业（603993）,中国铝业（601600）,北方稀土（600111）,江西铜 业（600362）,云南铜业（000878）,驰宏锌锗（600497）,中金黄金（600489）,西部矿业（601168）,盛 和资源（600392） 2020-2025年中国十种有色金属产量统计图 ...

( 图片来源：《澳华财经在线》) 江西铜业收购SolGold冲刺2月关键表决 关键股东DGR表态支持28便士收购方案 江西铜业对伦敦上市矿业公司 SolGold的收购推进出现新进展。SolGold 重要股东DGR Global （ASX：DGR）最新 公告称，在未出现更优方案的情况下，董事会目前倾向于支持江西铜业提出的每股28便士现金收购方案。 DGR Global（ASX: DGR）在2026年2月发布的公告中表示，公司作为 SolGold 的重要股东，已对江西铜业（香港） 投资有限公司提出的收购方案进行进一步审议。该方案拟通过协议安排（scheme of arrangement）方式，以每股28便 士现金收购 SolGold 全部已发行股份，并将于2026年2月23日提交股东大会表决。SolGold 董事会已一致推荐该交 易。 市场人士认为，作为重要股东之一，DGR 的公开支持有助于提高交易通过的确定性，为江西铜业推进收购增添关键 筹码。 SolGold 核心资产为厄瓜多尔世界级铜金项目 SolGold 的核心资产是位于厄瓜多尔北部安第斯成矿带的 Cascabel 铜金项目，该项目被认为是近年来全球最重要 ...

2月6日，香港恒生指数低开1.97%，恒生科技指数跌2.42%。 | 名称 | 现价 | 涨跌 | 涨跌幅 | 成交额 | | --- | --- | --- | --- | --- | | 恒生指数 | 26354.34 | -530.90 | -1.97% | 66亿 | | 恒生科技 | 5275.12 | -131.01 | -2.42% | 33亿 | | 恒生生物科技 | 15006.22 | -235.76 | -1.55% | 0.8亿 | | 恒生中国企业指数 | 8922.14 | -171.20 | -1.88% | 37亿 | | 恒生综合指数 | 4032.33 | -79.10 | -1.92% | 54亿 | 编辑｜钉钉 有色金属板块延续弱势，中国黄金国际、江西铜业股份、灵宝黄金、山东黄金等跌超5%。 | 名称 | 现价 | 涨跌幅 · | | --- | --- | --- | | 中国黄金国际 | 180.000 | -5.36% | | 江西铜业股份 | 41.100 | -5.34% | | 五矿资源 | 9.390 | -5.25% | | 灵宝黄金 | 20.780 ...

致：香港交易及結算所有限公司 公司名稱: 江西銅業股份有限公司 呈交日期: 2026年2月5日 I. 法定/註冊股本變動 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 重新提交 | 1. 股份分類 | 普通股 | 股份類別 | A | | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 600362 | 說明 | | 於上海證券交易所上市 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,075,247,405 | RMB | | 1 | RMB | | 2,075,247,405 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 2,075,247,405 | RMB | | | 1 RMB | | 2,075,247,4 ...

Core Viewpoint - The data indicates significant outflows of capital from various stocks, with notable losses in both percentage and monetary terms across multiple sectors, particularly in metals, communication equipment, and renewable energy [1][2][3] Group 1: Stock Performance and Capital Outflow - Zijin Mining experienced a capital outflow of 2.275 billion, with a decline of 4.37% [2] - Xinyi Technology saw an outflow of 1.816 billion, with a decrease of 4.06% [2] - Aerospace Development had a capital outflow of 1.691 billion, reflecting a drop of 1.54% [2] - TBEA reported an outflow of 1.553 billion, with a decline of 5.05% [2] - Goldwind Technology faced a capital outflow of 1.217 billion, down by 9.02% [2] - Luoyang Molybdenum experienced an outflow of 1.203 billion, with a decrease of 6.34% [2] - BlueFocus Media saw an outflow of 1.145 billion, down by 5.76% [2] - Longi Green Energy had a capital outflow of 1.106 billion, with a decline of 5.59% [2] - Zhongjin Gold experienced an outflow of 1.033 billion, down by 5.20% [2] - Shanzhi High-Tech saw an outflow of 0.975 billion, with a decrease of 6.23% [2] - Sungrow Power Supply experienced an outflow of 0.963 billion, down by 4.12% [2] Group 2: Additional Stocks and Their Performance - Xinyi Silver experienced a capital outflow of 0.850 billion, with a decline of 6.33% [3] - China Western Power saw an outflow of 0.833 billion, down by 7.14% [3] - Inovance Technology had a capital outflow of 0.811 billion, with a decrease of 6.62% [3] - Sanhua Intelligent Control experienced an outflow of 0.806 billion, down by 3.04% [3] - TCL Zhonghuan saw an outflow of 0.781 billion, with a slight increase of 1.61% [3] - Jiangxi Copper experienced a capital outflow of 0.707 billion, down by 5.10% [3] - Shandong Gold saw an outflow of 0.683 billion, with a decline of 3.92% [3] - SMIC experienced a capital outflow of 0.676 billion, down by 2.65% [3] - Jiejia Weichuang faced an outflow of 0.626 billion, with a significant drop of 12.39% [3]

| 中金黄金 | -4.59 | -7.71亿元 | 贵金属 | | --- | --- | --- | --- | | 阳光电源 | -3.93 | -7.63亿元 | 光伏设备 | | 中国西电 | -6.82 | -7.30亿元 | 电网设备 | | 三花智控 | -2.57 | -6.97亿元 | 家电行业 | | 英维克 | -5.94 | -6.51亿元 | 专用设{ | | 山东黄金 | -4.21 | -6.37亿元 | 贵金属 | | 中芯国际 | -2.59 | -6.34亿元 | 未营体 | | 江西铜业 | -4.03 | -6.12亿元 | 有色金属 | | 北方稀土 | -5.27 | -6.00亿元 | 小金属 | *数据仅供参考，不构成投资建议 据交易所数据显示，截至2月5日午后一小时，主力资金流出前20的股票分别为： 紫金矿业（-21.88亿元）、 新易盛（-15.92亿元）、 特变电工（-13.23亿 元）、 航天发展（-12.66亿元）、 洛阳钼业（-11.69亿元）、 金风科技（-11.46亿元）、 蓝色光标（-10.63亿元）、 隆基绿能（-10.50亿元）、 山子高 ...

本文源自：金融界AI电报 港股有色金属板块跌幅居前，天齐锂业(09696.HK)跌超10%，赣锋锂业(01772.HK)、五矿资源 (01208.HK)双双跌超5%，江西铜业股份(00358.HK)、洛阳钼业(03993.HK)、紫金黄金国际(02259.HK)等 个股跟跌。 ...

Investment Rating - The report does not explicitly state an investment rating for the copper industry, but it highlights the strategic importance of copper in clean energy and its expected demand growth due to energy transition initiatives [3]. Core Insights - Copper is recognized as a strategic metal and is essential for achieving global net-zero targets outlined in the Paris Agreement. The share of copper in clean energy applications is projected to increase from 29% to 36% by mid-century [3]. - The supply of copper is highly concentrated globally, with significant declines in major copper discoveries and increasing costs associated with finding new copper deposits. This limited supply, combined with rising demand driven by global GDP cycles and energy transition policies, is expected to push copper prices higher [3]. - China, as the largest producer and consumer of refined copper, is experiencing a declining self-sufficiency rate. The government is implementing policies to enhance domestic resource reserves and improve the quality and efficiency of copper smelting [3]. Summary by Sections Chapter 1: Overview of Copper - Copper is widely used due to its excellent conductivity and versatility, making it a critical material in various applications [10]. - The report emphasizes the strong correlation between copper prices and global economic growth, as reflected in historical data [10]. Chapter 2: Supply of Copper - Global copper supply is highly concentrated, with major production coming from countries like Chile, the Democratic Republic of Congo, and Peru. The report notes that the average copper ore grade is declining, and the discovery of new copper mines is becoming increasingly difficult [30]. - The report indicates that the average time from discovery to production of a copper mine is approximately 16 years, highlighting the challenges in increasing supply [30]. Chapter 3: Demand for Copper - The demand for copper is expected to grow significantly, driven by investments in power grid infrastructure and the rapid development of the electric vehicle market. The average annual investment in China's power grid during the 14th Five-Year Plan was significantly lower than the projected investment for the 15th Five-Year Plan [3][67]. - The report projects that the demand for copper in the renewable energy sector will increase, with the copper consumption in electric vehicles being four times that of traditional vehicles [80]. Chapter 4: Copper Prices - Factors influencing copper prices include supply-demand dynamics, geopolitical issues, and climate-related events. The report notes that significant disruptions in supply from major mines have occurred due to natural disasters [97]. - The report highlights the expected increase in copper prices due to the tightening supply-demand balance in the coming years [3]. Chapter 5: Key ETFs - The report identifies key ETFs focused on the copper industry, such as the Huatai-PineBridge CSI Segmented Nonferrous Metals Industry Theme ETF and the China Asset Management CSI Segmented Nonferrous Metals Industry ETF, which are recommended for investors looking to gain exposure to the copper market [109].

I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | A | | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 600362 | 說明 | | 於上海證券交易所上市 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,075,247,405 | RMB | | 1 | RMB | | 2,075,247,405 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 2,075,247,405 | RMB | | 1 | RMB | | 2,075,247,405 | | 2. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- ...