610 lines
37 KiB
HTML
610 lines
37 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>锡矿概念深度投研报告</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.2/dist/full.min.css" rel="stylesheet" type="text/css" />
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background-image:
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radial-gradient(at 27% 37%, hsla(215, 98%, 61%, 0.1) 0px, transparent 50%),
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.daisy-table th {
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</head>
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<body class="min-h-screen">
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<div id="cursor-glow"></div>
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<div class="container mx-auto p-4 md:p-8">
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<header class="text-center mb-12">
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<h1 class="fui-title text-4xl md:text-6xl font-bold text-cyan-300">锡矿 (Tin Ore)</h1>
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<h2 class="text-lg md:text-2xl text-slate-300 mt-2">概念深度投研报告</h2>
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<p class="disclaimer mt-4">北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现，本报告为AI合成数据，投资需谨慎。</p>
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</header>
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<main>
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<!-- 事件时间轴 -->
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<section class="mb-16">
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<h3 class="fui-title text-2xl md:text-3xl mb-8 border-l-4 border-cyan-400 pl-4">概念事件脉络</h3>
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<div class="glass-card p-6 md:p-8">
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<ul class="timeline timeline-snap-icon max-md:timeline-compact timeline-vertical">
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<li>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm.75-13a.75.75 0 00-1.5 0v5c0 .414.336.75.75.75h4a.75.75 0 000-1.5h-3.25V5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic">2023-08-01</time>
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<div class="text-lg font-black">供给收缩序章</div>
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缅甸佤邦地区（全球核心产区）宣布暂停一切矿产开采活动，拉开本轮供给收缩的序幕。
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</div>
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<hr class="bg-cyan-400/50"/>
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</li>
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<li>
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<hr class="bg-cyan-400/50"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm.75-13a.75.75 0 00-1.5 0v5c0 .414.336.75.75.75h4a.75.75 0 000-1.5h-3.25V5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end mb-10">
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<time class="font-mono italic">2025-03-13</time>
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<div class="text-lg font-black">核心催化事件</div>
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刚果（金）东部冲突升级，全球第三大锡矿Alphamin公司Bisie矿区（占全球供应约6%）正式宣布暂停采矿作业。
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</div>
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<hr class="bg-cyan-400/50"/>
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</li>
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<li>
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<hr class="bg-cyan-400/50"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm.75-13a.75.75 0 00-1.5 0v5c0 .414.336.75.75.75h4a.75.75 0 000-1.5h-3.25V5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic">2025-03-28</time>
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<div class="text-lg font-black">天灾加剧扰动</div>
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缅甸发生7.9级地震，市场担忧其本已缓慢的复产进程将因此次自然灾害而进一步推迟。
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</div>
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<hr class="bg-cyan-400/50"/>
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</li>
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<li>
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<hr class="bg-cyan-400/50"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm.75-13a.75.75 0 00-1.5 0v5c0 .414.336.75.75.75h4a.75.75 0 000-1.5h-3.25V5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end mb-10">
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<time class="font-mono italic">2025-09-29</time>
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<div class="text-lg font-black">供给端再添变数</div>
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印度尼西亚总统下令大规模打击非法锡矿，计划关闭近80%的走私锡矿，进一步加剧全球锡供应紧张预期。
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</div>
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</li>
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</ul>
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</div>
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</section>
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<!-- 核心观点摘要 -->
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<section class="mb-16">
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<h3 class="fui-title text-2xl md:text-3xl mb-8 border-l-4 border-cyan-400 pl-4">核心观点摘要</h3>
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<div class="glass-card p-6 md:p-8 text-lg leading-relaxed">
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<p>锡矿概念正处于一个由<span class="highlight-text">多点、并发的供给侧强力冲击</span>所驱动的景气上行周期。其核心驱动力源于全球主要产锡国（缅甸、刚果金、印尼）接连遭遇地缘政治、政策调整及自然灾害等不可抗力，导致全球锡矿供应出现显著且短期难以弥补的缺口。未来，该概念的潜力将取决于这些供给扰动的持续时间与烈度，拥有<span class="highlight-text">稳定、低成本自有矿产资源</span>的龙头企业将成为最大受益者。</p>
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</div>
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</section>
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<!-- 全球供给扰动 Bento Grid -->
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<section class="mb-16">
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<h3 class="fui-title text-2xl md:text-3xl mb-8 border-l-4 border-cyan-400 pl-4">全球供给端：一场"完美风暴"</h3>
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<div class="bento-grid">
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<div class="bento-item bento-item-1 glass-card p-6 md:p-8 lg:col-span-4">
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<h4 class="text-xl font-bold text-rose-400 mb-2">刚果(金) - 冲突中的"黑天鹅"</h4>
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<p class="text-slate-300">M23叛军活动升级，直接导致全球第三大、品位最高的Bisie锡矿（占全球供应<span class="font-bold text-white">~6%</span>）无限期停产。该事件是本轮行情的<span class="font-bold text-white">核心催化剂</span>，直接将2025年全球供需平衡由“略过剩”扭转为“短缺”。由于冲突的长期性和复杂性，复产前景渺茫。</p>
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</div>
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<div class="bento-item bento-item-2 glass-card p-6 md:p-8 lg:col-span-2">
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<h4 class="text-xl font-bold text-amber-400 mb-2">缅甸 - 复产路漫漫</h4>
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<p class="text-slate-300">自2023年8月停产后，复产进程远不及预期。面临<span class="font-bold text-white">30%实物税</span>、高昂管理费、雨季、地震等多重阻碍，市场普遍高估了其复产速度与实际增量。</p>
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</div>
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<div class="bento-item bento-item-3 glass-card p-6 md:p-8 lg:col-span-2">
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<h4 class="text-xl font-bold text-emerald-400 mb-2">印尼 - 政策收紧</h4>
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<p class="text-slate-300">总统下令严厉打击非法采矿及走私，预计将关闭<span class="font-bold text-white">近80%</span>的走私矿点。此举虽可能使部分产量转入合法渠道，但短期内无疑加剧了全球供应的紧张局面。</p>
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</div>
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<div class="bento-item glass-card p-6 md:p-8 lg:col-span-4" style="min-height: 300px;" id="supply-chart">
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<!-- ECharts will be rendered here -->
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</div>
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</div>
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</section>
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<!-- 核心逻辑与市场认知 -->
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<section class="mb-16">
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<h3 class="fui-title text-2xl md:text-3xl mb-8 border-l-4 border-cyan-400 pl-4">核心逻辑与市场认知</h3>
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<div class="glass-card p-6 md:p-8 space-y-6">
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<div>
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<h4 class="text-xl font-bold text-cyan-300 mb-2">1. 供给端的脆弱性与资源稀缺性价值重估</h4>
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<p>锡矿概念的根本逻辑并非需求爆发，而是供给端的<span class="highlight-text">高度集中性</span>被极端事件放大。缅甸、刚果金、印尼三大主力供应国同时出现严重问题，而全球锡矿静态储采比仅<span class="highlight-text">14-15年</span>，资源稀缺性凸显。全球锡矿90%分位完全成本预计将从2.56万美元/吨（2022年）升至3.38万美元/吨（2027年），为锡价提供坚实底部支撑。</p>
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</div>
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<div>
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<h4 class="text-xl font-bold text-cyan-300 mb-2">2. 产业链利润向上游集中</h4>
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<p>供给紧缺的直接体现是产业链利润向上游矿山集中。国内<span class="highlight-text">锡精矿加工费(TC)</span>持续下行，已跌破冶炼厂盈亏平衡线（约14500元/吨），导致冶炼端普遍亏损、压产。这验证了“得矿者得天下”的核心逻辑。</p>
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<div class="mt-4" id="tc-chart" style="min-height: 300px;"></div>
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</div>
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<div>
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<h4 class="text-xl font-bold text-cyan-300 mb-2">3. 潜在预期差分析</h4>
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<ul class="list-disc list-inside space-y-2 text-slate-300">
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<li><span class="font-semibold text-white">对缅甸复产复杂性认知不足：</span>市场可能高估了复产速度和实际增量，忽略了税收、政治、雨季等巨大障碍。</li>
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<li><span class="font-semibold text-white">对刚果(金)冲突长期性预期不足：</span>Bisie矿的停产时间可能远超市场预期，若持续到年底将直接减少1.4-1.5万吨全球供应。</li>
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<li><span class="font-semibold text-white">忽略冶炼端的压力极限：</span>持续低迷的加工费可能导致冶炼端大规模减产，反过来对矿价形成负反馈，这是市场可能忽略的风险点。</li>
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</ul>
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</div>
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</div>
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</section>
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<!-- 催化剂与产业链分析 -->
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<section class="mb-16">
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<div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
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<div class="glass-card p-6 md:p-8">
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<h3 class="fui-title text-2xl mb-6">关键催化剂与未来路径</h3>
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<h4 class="font-bold text-lg text-cyan-300 mb-2">近期催化剂 (3-6个月)</h4>
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<ul class="list-disc list-inside space-y-1 text-slate-300 mb-4">
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<li>刚果(金)局势演变：最核心变量。</li>
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<li>缅甸佤邦最终复产政策落地情况。</li>
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<li>印尼官方渠道锡锭出口数据变化。</li>
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<li>国内锡精矿加工费(TC)高频数据。</li>
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</ul>
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<h4 class="font-bold text-lg text-cyan-300 mb-2">长期发展路径</h4>
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<ul class="list-disc list-inside space-y-1 text-slate-300">
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<li>全球资源并购整合趋势加剧。</li>
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<li>新项目开发周期长，远水难解近渴。</li>
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<li>成本曲线支撑下的价格中枢结构性上移。</li>
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<li>AI、新能源等新兴领域提供长期需求支撑。</li>
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</ul>
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</div>
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<div class="glass-card p-6 md:p-8">
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<h3 class="fui-title text-2xl mb-6">产业链与核心环节</h3>
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<div class="flex flex-col space-y-4">
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<div class="p-4 border border-green-500/50 rounded-xl bg-green-500/10">
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<div class="font-bold text-green-300">上游 (核心受益)</div>
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<p class="text-sm">锡矿勘探、开采和选矿。本轮行情最大受益者，掌握定价权。</p>
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</div>
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<div class="text-center text-2xl">▼</div>
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<div class="p-4 border border-yellow-500/50 rounded-xl bg-yellow-500/10">
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<div class="font-bold text-yellow-300">中游 (利润受挤压)</div>
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<p class="text-sm">锡精矿冶炼。因原料短缺、加工费被压缩，利润空间受损。</p>
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</div>
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<div class="text-center text-2xl">▼</div>
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<div class="p-4 border border-blue-500/50 rounded-xl bg-blue-500/10">
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<div class="font-bold text-blue-300">下游 (成本传导)</div>
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<p class="text-sm">焊料（半导体、电子）、锡化工、马口铁等。面临上游成本传导压力。</p>
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</div>
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</div>
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</div>
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</div>
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</section>
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<!-- 核心标的分析 -->
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<section class="mb-16">
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<h3 class="fui-title text-2xl md:text-3xl mb-8 border-l-4 border-cyan-400 pl-4">核心公司深度剖析</h3>
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<div class="overflow-x-auto glass-card p-2">
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<table class="table daisy-table w-full">
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<thead>
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<tr>
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<th>公司名称</th>
|
||
<th>核心优势与逻辑</th>
|
||
<th>业务进展与数据</th>
|
||
<th>潜在风险</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-bold">锡业股份 (000960)</td>
|
||
<td class="text-green-300">【绝对龙头，逻辑最纯】全球锡储量、产量、冶炼产能均第一。产业链一体化，自给率高（约30%），最能受益于“矿价上涨+加工费下跌”。</td>
|
||
<td>2024年锡产品产量8.48万吨，计划2025年增至9万吨。积极进行战略合作（印尼PT蒂玛、兴业银锡），增强资源控制力。</td>
|
||
<td>锡价大幅波动；下游需求复苏不及预期。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">兴业银锡 (000426)</td>
|
||
<td class="text-yellow-300">【成长性突出的追赶者】拥有可观锡矿储量（19.56万吨），银漫矿业二期项目技改后产能有望大幅释放。积极进行海外收购。</td>
|
||
<td>银漫二期技改后品位和回收率提升，预计2025年锡粉产量达1.4万吨。收购摩洛哥Achmmach项目。</td>
|
||
<td>项目投产进度不及预期的风险；对单一矿山依赖度较高。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">华锡有色 (600301)</td>
|
||
<td class="text-blue-300">【区域性资源龙头】拥有17万吨锡矿储量，是国内重要的锡生产企业之一，同样受益于资源价值重估。</td>
|
||
<td>重点推进铜坑矿区、高峰矿深部开采等项目，保障后续资源接替。</td>
|
||
<td>产品价格波动风险；项目建设进度。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">紫金矿业 (601899)</td>
|
||
<td class="text-purple-300">【多元化矿业巨头】拥有15.32万吨锡矿储量，但锡业务占其总体营收和利润比重较小，股价弹性相对较弱。</td>
|
||
<td>业务遍布全球，锡只是其众多金属品种之一。</td>
|
||
<td>对锡价的敏感度不如纯锡业公司。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 风险与结论 -->
|
||
<section class="mb-16">
|
||
<h3 class="fui-title text-2xl md:text-3xl mb-8 border-l-4 border-cyan-400 pl-4">风险与结论</h3>
|
||
<div class="grid grid-cols-1 lg:grid-cols-2 gap-8">
|
||
<div class="glass-card p-6 md:p-8">
|
||
<h4 class="text-xl font-bold text-rose-400 mb-4">潜在风险与挑战</h4>
|
||
<ul class="space-y-3">
|
||
<li class="flex items-start">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-2 text-rose-400 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z" /></svg>
|
||
<div><span class="font-semibold">供给扰动因素解除 (核心风险):</span> 刚果(金)冲突意外平息或缅甸超预期复产，将迅速缓解供给短缺预期，导致锡价回调。</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-2 text-rose-400 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z" /></svg>
|
||
<div><span class="font-semibold">下游需求承受能力:</span> 若锡价过快、过高上涨，可能抑制部分非刚性需求。</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-2 text-rose-400 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z" /></svg>
|
||
<div><span class="font-semibold">信息交叉验证风险:</span> 市场对缅甸复产增量存在分歧（0.5万吨 vs 1万吨），此预期差可能成为未来博弈关键。</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
<div class="glass-card p-6 md:p-8">
|
||
<h4 class="text-xl font-bold text-emerald-400 mb-4">综合结论与投资启示</h4>
|
||
<p class="mb-4">锡矿概念已从事件驱动的主题炒作，步入了<span class="highlight-text">由供需失衡驱动的基本面驱动阶段</span>。当前核心矛盾是供给端的持续性短缺，这一基本面在未来6-12个月内难以逆转。</p>
|
||
<p class="mb-4">最具投资价值的细分环节无疑是<span class="highlight-text">上游拥有自有矿产资源的企业</span>。在全球供给受限、产业链利润向上游集中的背景下，资源自给率高、生产成本低、具备扩产潜力的公司将拥有最强的定价权和盈利弹性。</p>
|
||
<div class="p-4 border border-cyan-400/50 rounded-xl bg-cyan-400/10">
|
||
<p class="font-semibold text-white">重点跟踪指标:</p>
|
||
<ul class="text-sm list-disc list-inside">
|
||
<li>价格指标: LME及SHFE锡价</li>
|
||
<li>利润指标: 国内锡精矿加工费(TC)</li>
|
||
<li>实体指标: 中国海关锡矿及锡锭进口数据</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- 股票数据 -->
|
||
<section>
|
||
<h3 class="fui-title text-2xl md:text-3xl mb-8 border-l-4 border-cyan-400 pl-4">相关标的数据</h3>
|
||
<div class="overflow-x-auto glass-card p-2">
|
||
<table class="table daisy-table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>锡矿储量(万吨)</th>
|
||
<th>储量/市值</th>
|
||
<th>备注</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>锡业股份</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=000960" target="_blank" class="link link-hover text-cyan-400">000960</a></td>
|
||
<td>公司拥有锡矿储量</td>
|
||
<td>64.64</td>
|
||
<td>25.55%</td>
|
||
<td>制图节点涨幅大于10%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>兴业银锡</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=000426" target="_blank" class="link link-hover text-cyan-400">000426</a></td>
|
||
<td>公司拥有锡矿储量</td>
|
||
<td>19.56</td>
|
||
<td>8.13%</td>
|
||
<td>制图节点涨幅大于10%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>华锡有色</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600301" target="_blank" class="link link-hover text-cyan-400">600301</a></td>
|
||
<td>公司拥有锡矿储量</td>
|
||
<td>17</td>
|
||
<td>11.05%</td>
|
||
<td>制图节点涨幅大于10%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>紫金矿业</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=601899" target="_blank" class="link link-hover text-cyan-400">601899</a></td>
|
||
<td>公司拥有锡矿储量</td>
|
||
<td>15.32</td>
|
||
<td>0.34%</td>
|
||
<td>制图节点涨幅大于10%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>ST盛屯</td>
|
||
<td>N/A</td>
|
||
<td>公司拥有锡矿储量</td>
|
||
<td>2.85</td>
|
||
<td>1.66%</td>
|
||
<td>制图节点涨幅大于10%</td>
|
||
</tr>
|
||
<tr>
|
||
<td>山金国际</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=000975" target="_blank" class="link link-hover text-cyan-400">000975</a></td>
|
||
<td>公司拥有锡矿储量</td>
|
||
<td>2.74</td>
|
||
<td>0.57%</td>
|
||
<td>制图节点涨幅大于10%</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="mt-12">
|
||
<h4 class="fui-title text-xl md:text-2xl mb-6">涨幅分析补充：市场情绪与概念延伸</h4>
|
||
<p class="text-slate-400 mb-6">以下表格展示了部分因“锡矿”概念或相关资源价值重估逻辑而出现波动的股票，反映了市场情绪从核心标的向外围扩散的现象。其上涨原因多样，部分为直接关联，部分为板块联动或概念炒作。</p>
|
||
<div class="overflow-x-auto glass-card p-2">
|
||
<table class="table daisy-table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>异动日期</th>
|
||
<th>涨幅</th>
|
||
<th>核心驱动逻辑摘要</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>北矿科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600980" target="_blank" class="link link-hover text-cyan-400">600980</a></td>
|
||
<td>2025-10-09</td>
|
||
<td>5.15%</td>
|
||
<td>受益于小金属板块（含锡）整体走强，板块联动效应。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>和邦生物</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603077" target="_blank" class="link link-hover text-cyan-400">603077</a></td>
|
||
<td>2025-09-30</td>
|
||
<td>6.67%</td>
|
||
<td>印尼锡矿政策激活了市场对其“锡矿探矿权”的想象力。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>新金路</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=000510" target="_blank" class="link link-hover text-cyan-400">000510</a></td>
|
||
<td>2025-11-13</td>
|
||
<td>5.14%</td>
|
||
<td>投资者论坛中关于“锡矿资源价值被严重低估”的讨论引发补涨行情。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>兴业科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002674" target="_blank" class="link link-hover text-cyan-400">002674</a></td>
|
||
<td>2025-08-15</td>
|
||
<td>7.91%</td>
|
||
<td>与“兴业银锡”名称相似，因后者重大收购事件引发市场混淆和溢出效应。</td>
|
||
</tr>
|
||
<tr>
|
||
<td>南矿集团</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=001360" target="_blank" class="link link-hover text-cyan-400">001360</a></td>
|
||
<td>2025-11-27</td>
|
||
<td>5.78%</td>
|
||
<td>矿产资源板块情绪高涨，叠加锡等矿种供给紧张的宏观背景。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</section>
|
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