mbx/mb-project-info.git

fact_id,case_id,batch_id,run_id,doc_id,fact_type,metal_tags,theme_tags,evidence_text,source_location,converted_text_path,raw_file_path,confidence,review_status,created_at
YS-B1-F-0001,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-001,risk_sentence,铜|金,supply|risk,铜矿供应扰动持续，工业金属板块有望修复,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-001_@刘奕町，@曾先毅，胡十尹11083365094199.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-001_@刘奕町，@曾先毅，胡十尹11083365094199.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0002,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-001,risk_sentence,铜|铝,price|risk,宏观扰动持续，铜铝价格震荡。1）铜 ：本周（2026.4.30 -2026.5.8）铜价重心上移明显，沪铜收于 104200 元/,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-001_@刘奕町，@曾先毅，胡十尹11083365094199.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-001_@刘奕町，@曾先毅，胡十尹11083365094199.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0003,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-001,indicator_sentence,铜,price,库幅度受限。不过节后铜价连续上涨，下游企业采购情绪 亦稍显谨慎观望，消费表现一般，加之 周内持货商出货情,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-001_@刘奕町，@曾先毅，胡十尹11083365094199.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-001_@刘奕町，@曾先毅，胡十尹11083365094199.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0004,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-001,indicator_sentence,铜,price|demand,持 Contango 结构，持货商低价出货意愿受限，但近期铜价上涨明显，料高铜价背景下，下游需求同样受抑，因此,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-001_@刘奕町，@曾先毅，胡十尹11083365094199.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-001_@刘奕町，@曾先毅，胡十尹11083365094199.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0005,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-001,fact_or_view_sentence,钼|金,supply,现货升水预计企稳拉锯为主（数据来源：钢联数据）。相 关标的：紫 金矿业、五矿资源、洛阳钼业、 金诚信、西部,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-001_@刘奕町，@曾先毅，胡十尹11083365094199.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-001_@刘奕町，@曾先毅，胡十尹11083365094199.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0006,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-001,indicator_sentence,铝,price|supply,2）铝：本周铝价呈震荡趋势，沪铝收于 24380 元/吨。供应方面：本周电解铝行业生产端基本保持平稳，整体暂无,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-001_@刘奕町，@曾先毅，胡十尹11083365094199.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-001_@刘奕町，@曾先毅，胡十尹11083365094199.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0007,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-001,indicator_sentence,铝,price|supply|margin,带箔产量较上周增加，铝棒产量较上周减少。成本方面： 氧化铝方面，中国国产氧化铝价格小幅 上涨，预计本周电,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-001_@刘奕町，@曾先毅，胡十尹11083365094199.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-001_@刘奕町，@曾先毅，胡十尹11083365094199.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0008,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-001,indicator_sentence,铝,price|margin,解铝理论成本继续增加。利润方面：受主要原材料氧化铝 、预焙阳极价格上涨影响，预计本周电 解铝理论成本继续,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-001_@刘奕町，@曾先毅，胡十尹11083365094199.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-001_@刘奕町，@曾先毅，胡十尹11083365094199.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0009,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-002,risk_sentence,铜|铝,price|risk,宏观扰动持续，铜铝价格震荡。1）铜：本周（2026.5.9-2026.5.14）铜价重心继续表现上移，沪铜收于 104480,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-002_@刘奕町，@曾先毅，胡十尹12235685103080.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-002_@刘奕町，@曾先毅，胡十尹12235685103080.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0010,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-002,indicator_sentence,铜,price|supply,同时周内进口铜到货仍有所流入，虽冶炼厂发货仍相对较少，但高铜价抑制市场消费，仓库出库量下滑，整,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-002_@刘奕町，@曾先毅，胡十尹12235685103080.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-002_@刘奕町，@曾先毅，胡十尹12235685103080.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0011,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-002,indicator_sentence,铜,price|inventory,体库存有所回升。下周来看，铜价虽有所回落，但下游企 业谨慎观望情绪预计仍存，且进口铜仍 存到货流入，预计,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-002_@刘奕町，@曾先毅，胡十尹12235685103080.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-002_@刘奕町，@曾先毅，胡十尹12235685103080.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0012,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-002,fact_or_view_sentence,钼|金,supply,部分市场现货升水仍将表现偏弱。（数据来源：钢联数据）。相关标的：紫金矿业、五矿资源、洛阳钼业、金诚信、,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-002_@刘奕町，@曾先毅，胡十尹12235685103080.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-002_@刘奕町，@曾先毅，胡十尹12235685103080.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0013,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-002,indicator_sentence,铜|铝,price,西部矿业、中国有色矿业、铜陵有色、江西铜业。2）铝：本周（2026.5.9-2026.5.14 ）现货铝价震荡趋势，沪铝,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-002_@刘奕町，@曾先毅，胡十尹12235685103080.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-002_@刘奕町，@曾先毅，胡十尹12235685103080.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0014,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-002,fact_or_view_sentence,铝,supply,收于 24275 元/吨。 供应方面：本周电解铝行业生产端继续小幅增长，整体暂无减产、新投产产能出现，辽宁某电,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-002_@刘奕町，@曾先毅，胡十尹12235685103080.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-002_@刘奕町，@曾先毅，胡十尹12235685103080.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0015,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-002,indicator_sentence,铝,supply|demand|margin,解铝企业继续释放复产产能。 需求方面：本周铝板带箔产量较上周持稳；铝棒产量较上周增加。成本方面：氧化铝,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-002_@刘奕町，@曾先毅，胡十尹12235685103080.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-002_@刘奕町，@曾先毅，胡十尹12235685103080.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0016,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-002,indicator_sentence,铝,price|margin,方面，中国国产氧化铝价格持稳运行，预计本周电解铝理论成本微跌。 利润方面：受主要原材料氧化铝价格上涨、,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-002_@刘奕町，@曾先毅，胡十尹12235685103080.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-002_@刘奕町，@曾先毅，胡十尹12235685103080.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0017,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-003,indicator_sentence,金,margin,究:25&26Q1 总结：能源金属业绩弹性,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-003_@刘奕町，@曾先毅，胡十尹13905035109869.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-003_@刘奕町，@曾先毅，胡十尹13905035109869.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0018,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-003,indicator_sentence,金,margin,释放， 贵金属&工业金属盈利改善显著》,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-003_@刘奕町，@曾先毅，胡十尹13905035109869.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-003_@刘奕町，@曾先毅，胡十尹13905035109869.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0019,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-003,risk_sentence,铜|铝,price|risk,宏观扰动持续，铜铝价格震荡。1）本 周铜价重心下移，沪铜收于 105090 元/吨。 下游企业谨慎观望情绪仍存，市,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-003_@刘奕町，@曾先毅，胡十尹13905035109869.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-003_@刘奕町，@曾先毅，胡十尹13905035109869.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0020,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-003,indicator_sentence,铜,price|supply,场消费仍受高铜价抑制表现相对疲弱，同时部分地区现货 贴水幅度扩大，且随着国内少数冶炼厂 逐渐检修完毕，发,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-003_@刘奕町，@曾先毅，胡十尹13905035109869.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-003_@刘奕町，@曾先毅，胡十尹13905035109869.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0021,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-003,indicator_sentence,铜,price|inventory,往市场现货量稍有所提升，加之进口铜仍有到货流入补充 ，社库亦维持累库趋势。下周来看，临 近月底，铜价维持,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-003_@刘奕町，@曾先毅，胡十尹13905035109869.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-003_@刘奕町，@曾先毅，胡十尹13905035109869.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0022,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-003,fact_or_view_sentence,钼|金,supply,有限，现货升贴水预计有所回升（数据来源：钢联数据）。相 关标的： 紫金矿业、五矿资源、洛阳钼 业、金诚信、,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-003_@刘奕町，@曾先毅，胡十尹13905035109869.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-003_@刘奕町，@曾先毅，胡十尹13905035109869.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0023,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-003,indicator_sentence,铜|铝,price,西部矿业、 中国 有色矿业、 铜陵有色、 江西铜业 。2） 铝： 本周现货铝价下跌后 反弹， 整体均价下跌， 沪铝收 于24470,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-003_@刘奕町，@曾先毅，胡十尹13905035109869.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-003_@刘奕町，@曾先毅，胡十尹13905035109869.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0024,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-003,fact_or_view_sentence,铝,supply|demand,元/吨。 供应方面： 本周电解铝行业生产端继续增长， 辽宁、 云南地区复产、 置换新投产方面有一定释放。 需求方面：,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-003_@刘奕町，@曾先毅，胡十尹13905035109869.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-003_@刘奕町，@曾先毅，胡十尹13905035109869.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0025,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-004,indicator_sentence,金,margin,究:25&26Q1 总结：能源金属业绩弹性,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-004_@刘奕町，@曾先毅，胡十尹15972655114003.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-004_@刘奕町，@曾先毅，胡十尹15972655114003.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0026,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-004,indicator_sentence,金,margin,释放， 贵金属&工业金属盈利改善显著》,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-004_@刘奕町，@曾先毅，胡十尹15972655114003.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-004_@刘奕町，@曾先毅，胡十尹15972655114003.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0027,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-004,indicator_sentence,铜|铝,price,宏观博弈持续，铜铝价格震荡。1）铜 ：本周（2026.5.22-2026.5.28 ）铜价重心上移，沪铜收于 104430 元/吨。,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-004_@刘奕町，@曾先毅，胡十尹15972655114003.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-004_@刘奕町，@曾先毅，胡十尹15972655114003.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0028,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-004,fact_or_view_sentence,铜|钼|金,supply,相 关 标 的：紫金矿业、五矿资源、 洛阳钼业、金诚信、西部矿业、中国有色矿业、铜陵有色、江西 铜业。,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-004_@刘奕町，@曾先毅，胡十尹15972655114003.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-004_@刘奕町，@曾先毅，胡十尹15972655114003.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0029,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-004,indicator_sentence,铝,price|supply,2）铝：本周（2026.5.22 -2026.5.28）铝价震荡，沪铝收于 24265 元/吨。 供应方面：本周电解铝行业生产端继,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-004_@刘奕町，@曾先毅，胡十尹15972655114003.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-004_@刘奕町，@曾先毅，胡十尹15972655114003.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0030,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-004,fact_or_view_sentence,铝,supply|demand,续增长，辽宁、云南地区复产、置换新投产方面有一定释 放。需求方面：本周铝板带箔产量较上 周不变；铝棒产量,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-004_@刘奕町，@曾先毅，胡十尹15972655114003.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-004_@刘奕町，@曾先毅，胡十尹15972655114003.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0031,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-004,indicator_sentence,铝,price|margin,较上周持平。成本方面：氧化铝方面，中国国产氧化铝价 格小幅回落，预计本周电解铝理论成本 基本持稳。利润方,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-004_@刘奕町，@曾先毅，胡十尹15972655114003.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-004_@刘奕町，@曾先毅，胡十尹15972655114003.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0032,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-004,indicator_sentence,铝,price,面：受主要原材料电价微涨、氧化铝价格微跌、预焙阳极 价格持稳影响，预计本周电解铝理论成 本持稳。国内现货,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-004_@刘奕町，@曾先毅，胡十尹15972655114003.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-004_@刘奕町，@曾先毅，胡十尹15972655114003.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0033,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-005,indicator_sentence,铜,price|supply|demand,铜：对铜价走势保持乐观。由于近年来地缘政治冲突频发、资源民族主义抬头，叠加铜资源稀缺性，高铜价没有转化为高供给增速。需求端，铜的导电体特性决定了在人,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-005_@刘孟峦，@杨耀洪，@焦方冉14088875125582.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-005_@刘孟峦，@杨耀洪，@焦方冉14088875125582.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0034,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-005,indicator_sentence,铜,price|demand,工智能、新能源等领域需求持续旺盛，以地产为代表的传统领域下滑对铜需求的拖累已经接近尾声，铜行业供需格局长期向好，产业链逐渐适应高铜价。预计当前的加息,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-005_@刘孟峦，@杨耀洪，@焦方冉14088875125582.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-005_@刘孟峦，@杨耀洪，@焦方冉14088875125582.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0035,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-005,fact_or_view_sentence,铝,supply,电解铝：不用过度担忧国外供给放量。2026年受中东电解铝停产影响，全球铝产量同比略微下降；2027年中东产能复产，叠加印尼项目集中投产放量，预计2027年全球电,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-005_@刘孟峦，@杨耀洪，@焦方冉14088875125582.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-005_@刘孟峦，@杨耀洪，@焦方冉14088875125582.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0036,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-005,fact_or_view_sentence,铝,supply,解铝产量增速达到4.5%；2028年增速仍为3.2%。考虑到国外项目投产进度的不确定性，我们在产量预测基础上打八折，预计未来4年全球电解铝产量增速在1.8%左右，供给,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-005_@刘孟峦，@杨耀洪，@焦方冉14088875125582.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-005_@刘孟峦，@杨耀洪，@焦方冉14088875125582.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0037,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-005,fact_or_view_sentence,铝,supply|demand,压力并不大；节奏方面，2027-2028年供给集中释放，如果需求增速区间2%-3%，则2027-2028年全球电解铝供应较为充裕。,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-005_@刘孟峦，@杨耀洪，@焦方冉14088875125582.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-005_@刘孟峦，@杨耀洪，@焦方冉14088875125582.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0038,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-005,risk_sentence,锡,supply|demand|risk,锡：供给扰动频发，AI需求成为锡需求重要的边际支撑。供给端，过去几年，全球锡精矿供给稳定在30万吨左右水平；其中，缅甸佤邦矿区已初步实现全面复产，但总体,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-005_@刘孟峦，@杨耀洪，@焦方冉14088875125582.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-005_@刘孟峦，@杨耀洪，@焦方冉14088875125582.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0039,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-005,fact_or_view_sentence,锡|金,supply|demand,较为缓慢，目前月产量约为2023年8月停产前40%的比重。需求端，锡广泛应用于AI硬件先进封装、PCB电镀、SMT贴片三大制造环节；根据金瑞期货的测算，2026年AI全链,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-005_@刘孟峦，@杨耀洪，@焦方冉14088875125582.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-005_@刘孟峦，@杨耀洪，@焦方冉14088875125582.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0040,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-005,indicator_sentence,金,price|policy,美国就业指标好于预期，使得市场更关注通胀，美联储货币政策预期转向，从之前的降息预期逐步转变为有加息的可能。在此背景之下金价承压，目前已回落至4000-4200,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-005_@刘孟峦，@杨耀洪，@焦方冉14088875125582.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-005_@刘孟峦，@杨耀洪，@焦方冉14088875125582.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0041,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-006,indicator_sentence,金,price,美国非农就业提升加息预期，金属价格震荡加剧,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-006_@华立，孙雪琪14311135122036.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-006_@华立，孙雪琪14311135122036.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0042,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-006,indicator_sentence,铜|铝|锌|铅|镍|锡,price," 重点金属 价格数 据： 本周 上期所铜、铝、锌、铅、镍、锡分别收于 105,150",converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-006_@华立，孙雪琪14311135122036.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-006_@华立，孙雪琪14311135122036.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0043,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-006,indicator_sentence,铜|铝|锌|铅|镍|锡,inventory,"-2.02% 。本周 伦敦 LME 铜、 铝、锌、 铅、镍、 锡分别收 于 13,517 美元 /吨、",converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-006_@华立，孙雪琪14311135122036.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-006_@华立，孙雪琪14311135122036.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0044,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-006,indicator_sentence,金|银,inventory,上 周 变 动 幅 度 分 别 为-0.66% 、-3.72% 。 本 周 COMEX 黄 金 、 白 银 分 别 收 于,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-006_@华立，孙雪琪14311135122036.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-006_@华立，孙雪琪14311135122036.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0045,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-006,indicator_sentence,锂,price,氧化锂、澳洲 锂精矿价格 分 别收于 163000 元/吨、 160000 元/吨、 152750 元,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-006_@华立，孙雪琪14311135122036.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-006_@华立，孙雪琪14311135122036.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0046,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-006,indicator_sentence,铝|金,price|demand,铝等有色金属大宗商品价格震荡加剧。 AI 服 务器因功耗 巨大，其 MLCC 搭载,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-006_@华立，孙雪琪14311135122036.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-006_@华立，孙雪琪14311135122036.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0047,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-006,fact_or_view_sentence,稀土,supply|demand|policy,命水平产生影响。 在 AI 需求 有望带来增量，国内中 重稀土 供应政策刚性约束,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-006_@华立，孙雪琪14311135122036.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-006_@华立，孙雪琪14311135122036.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0048,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-006,indicator_sentence,钨,price,下，氧化镝 价格中枢有望 上行 ，建议关注 厦门钨业 、中国稀 土、中稀有 色、北,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-006_@华立，孙雪琪14311135122036.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-006_@华立，孙雪琪14311135122036.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0049,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-007,indicator_sentence,锂,price|supply,山供给补充有限，预计锂价中长期仍将维持在,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-007_@晏溶14636975107853.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-007_@晏溶14636975107853.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0050,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-007,indicator_sentence,镍,price|supply|margin|policy,战略资源的出口，对镍矿价格或形成成本支撑,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-007_@晏溶14636975107853.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-007_@晏溶14636975107853.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0051,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-007,indicator_sentence,镍,inventory,截止到 5 月 22 日，LME 镍现货结算价报收 18550 美元/,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-007_@晏溶14636975107853.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-007_@晏溶14636975107853.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0052,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-007,indicator_sentence,镍,price|inventory,吨，较 5 月 15 日上涨 0.87%，LME 镍总库存为 279072 吨，,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-007_@晏溶14636975107853.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-007_@晏溶14636975107853.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0053,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-007,indicator_sentence,镍,price|inventory,元/吨，较 5 月 15 日价格上涨 0.20%，沪镍总库存为 80850,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-007_@晏溶14636975107853.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-007_@晏溶14636975107853.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0054,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-007,fact_or_view_sentence,金,supply|policy,炭、棕榈油以及铁合金的出口业务。该政策将分两个阶段完成,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-007_@晏溶14636975107853.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-007_@晏溶14636975107853.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0055,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-007,fact_or_view_sentence,镍|金,supply,出口机制的平稳过渡。由于铁合金（包含镍铁、NPI 等）在接,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-007_@晏溶14636975107853.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-007_@晏溶14636975107853.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0056,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-007,fact_or_view_sentence,钴,supply,本结束，预计 5 月矿山产量将明显回升。此外，华友钴业 4 月,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-007_@晏溶14636975107853.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-007_@晏溶14636975107853.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0057,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-008,indicator_sentence,金,price,高通胀压制宏观情绪，供需分化下金属高位震荡,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-008_@晏溶，陈宇文13104855100951.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-008_@晏溶，陈宇文13104855100951.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0058,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-008,indicator_sentence,金,price,►贵金属：通胀数据超出预期，高利率预期压制金价,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-008_@晏溶，陈宇文13104855100951.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-008_@晏溶，陈宇文13104855100951.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0059,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-008,indicator_sentence,黄金|金,price|inventory,"本周 COMEX 黄金下跌 3.81% 至 4,543.60 美元/盎司，",converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-008_@晏溶，陈宇文13104855100951.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-008_@晏溶，陈宇文13104855100951.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0060,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-008,indicator_sentence,黄金|白银|金|银,price|inventory,COMEX 白银下跌 5.62%至 76.30 美元/盎司。SHFE 黄金下跌,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-008_@晏溶，陈宇文13104855100951.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-008_@晏溶，陈宇文13104855100951.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0061,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-008,indicator_sentence,白银|银,price|inventory,"3.26%至 1,004.38 元/克，SHFE 白银下跌 3.23%至 19,199.00 元/",converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-008_@晏溶，陈宇文13104855100951.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-008_@晏溶，陈宇文13104855100951.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0062,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-008,indicator_sentence,黄金|金|银,price,本周金银比上涨 1.91%至 59.55。本周 SPDR 黄金 ETF 持,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-008_@晏溶，陈宇文13104855100951.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-008_@晏溶，陈宇文13104855100951.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0063,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-008,indicator_sentence,金,price,周初受中东局势、债务隐忧等宏观因素支撑，金价一度重,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-008_@晏溶，陈宇文13104855100951.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-008_@晏溶，陈宇文13104855100951.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0064,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-008,indicator_sentence,金,price,动的落地，高利率可能维持更长时间的预期再度对金价形成压,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-008_@晏溶，陈宇文13104855100951.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-008_@晏溶，陈宇文13104855100951.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0065,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-009,indicator_sentence,金,price,非农数据超预期，宏观鹰派压制金属价格,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-009_@晏溶，陈宇文13108175120344.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-009_@晏溶，陈宇文13108175120344.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0066,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-009,indicator_sentence,黄金|金,price|inventory,"本周 COMEX 黄金下跌 4.73% 至 4,353.90 美元/盎司，",converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-009_@晏溶，陈宇文13108175120344.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-009_@晏溶，陈宇文13108175120344.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0067,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-009,indicator_sentence,黄金|白银|金|银,price|inventory,COMEX 白银下跌 10.04%至 68.00 美元/盎司。SHFE 黄金下跌,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-009_@晏溶，陈宇文13108175120344.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-009_@晏溶，陈宇文13108175120344.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0068,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-009,indicator_sentence,白银|银,price|inventory,"1.55%至 974.02 元/克，SHFE 白银下跌 4.52%至 17,528.00 元/",converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-009_@晏溶，陈宇文13108175120344.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-009_@晏溶，陈宇文13108175120344.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0069,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-009,indicator_sentence,黄金|金|银,price,本周金银比上涨 5.91%至 64.03。本周 SPDR 黄金 ETF 持,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-009_@晏溶，陈宇文13108175120344.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-009_@晏溶，陈宇文13108175120344.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0070,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-009,indicator_sentence,黄金|金,price|supply|margin,忧，看好未来黄金价格。受益于金价上涨，黄金资源股盈利预,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-009_@晏溶，陈宇文13108175120344.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-009_@晏溶，陈宇文13108175120344.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0071,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-009,fact_or_view_sentence,金,supply,1.《基本金属周报|美联储情绪偏鹰，供给硬约束支,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-009_@晏溶，陈宇文13108175120344.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-009_@晏溶，陈宇文13108175120344.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0072,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-009,indicator_sentence,银,price|supply,有所回落，但供应端缺口依然突出，成为银价的核心基本面支,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-009_@晏溶，陈宇文13108175120344.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-009_@晏溶，陈宇文13108175120344.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0073,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-010,fact_or_view_sentence,锗|铟|金,demand,稀有金属锗产业链龙头， 磷化铟领跑AI 光模,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-010_@王紫敬9096825123051.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-010_@王紫敬9096825123051.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0074,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-010,fact_or_view_sentence,锗,supply|demand,为锗矿开采、锗系列产品与化合物半导体材料的精深加工及研究开发。,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-010_@王紫敬9096825123051.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-010_@王紫敬9096825123051.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0075,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-010,fact_or_view_sentence,锗,demand,◼ 云南锗业是 AI 光模块、太空光伏、光纤、军工等高景气产业链上游核,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-010_@王紫敬9096825123051.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-010_@王紫敬9096825123051.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0076,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-010,fact_or_view_sentence,铟,supply,◼ 磷化铟切入算力核心供应链， 国产替代突破海外垄断：磷化铟光电性能,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-010_@王紫敬9096825123051.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-010_@王紫敬9096825123051.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0077,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-010,fact_or_view_sentence,铟,demand,促进磷化铟衬底持续改进。单颗 800G 光模块需要配备 4 到 8 颗磷化铟,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-010_@王紫敬9096825123051.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-010_@王紫敬9096825123051.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0078,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-010,fact_or_view_sentence,铟,demand,激光器芯片，而 1.6T 光模块对磷化铟衬底的需求又是 800G 的 2.7 至 3,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-010_@王紫敬9096825123051.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-010_@王紫敬9096825123051.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0079,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-010,indicator_sentence,铟,demand|margin,倍。 为了适配高速芯片面积增大与成本下降需求， 磷化铟衬底尺寸要求,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-010_@王紫敬9096825123051.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-010_@王紫敬9096825123051.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0080,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-010,fact_or_view_sentence,锗,demand,◼ 商业航天加速发展，光伏级锗产品需求回暖。国内商业航天 2025 年进,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-010_@王紫敬9096825123051.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-010_@王紫敬9096825123051.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0081,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-011,fact_or_view_sentence,钨,supply,--2025 年钨矿开采总量控制指标（第一批）点评,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-001_@于嘉懿，@刘小华4773314698165.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-001_@于嘉懿，@刘小华4773314698165.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0082,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-011,fact_or_view_sentence,钨,supply|policy,2025 年第一批钨矿开采指标下调，在矿山品位下滑、环保趋严背景下，钨矿供应偏,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-001_@于嘉懿，@刘小华4773314698165.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-001_@于嘉懿，@刘小华4773314698165.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0083,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-011,indicator_sentence,钨,price|demand,紧，而需求预期逐步改善，钨矿价格偏强运行。,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-001_@于嘉懿，@刘小华4773314698165.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-001_@于嘉懿，@刘小华4773314698165.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0084,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-011,fact_or_view_sentence,钨,supply,投资要点：2025 年 4 月，自然资源部下达 2025 年第一批钨矿开采,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-001_@于嘉懿，@刘小华4773314698165.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-001_@于嘉懿，@刘小华4773314698165.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0085,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-011,fact_or_view_sentence,钨,supply,指标， 指标同比降约 6.45%至 5.8 万吨， 钨矿供应受限。而钨作为战,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-001_@于嘉懿，@刘小华4773314698165.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-001_@于嘉懿，@刘小华4773314698165.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0086,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-011,fact_or_view_sentence,钨,supply,25 年第一批钨矿开采指标收紧，继续向大中型钨资源量矿山倾斜。,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-001_@于嘉懿，@刘小华4773314698165.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-001_@于嘉懿，@刘小华4773314698165.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0087,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-011,fact_or_view_sentence,钨,supply,2024 年起国家对于共伴生钨资源量为小型的矿山， 不再下达开采总,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-001_@于嘉懿，@刘小华4773314698165.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-001_@于嘉懿，@刘小华4773314698165.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0088,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-011,fact_or_view_sentence,钨,supply,量控制指标、 但矿企应报备钨矿产量；2025 年度钨矿开采总量控制,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-001_@于嘉懿，@刘小华4773314698165.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-001_@于嘉懿，@刘小华4773314698165.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0089,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-012,indicator_sentence,锡,margin,锡价强势运行，龙头业绩向好 2024.04.28,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-002_@于嘉懿，@刘小华6152354836673.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-002_@于嘉懿，@刘小华6152354836673.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0090,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-012,indicator_sentence,锡|钨|金,price|supply|margin,锡钨矿山金属产量增长空间大，且锡价等价格中枢有望持续抬升，公司利润有望增,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-002_@于嘉懿，@刘小华6152354836673.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-002_@于嘉懿，@刘小华6152354836673.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0091,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-012,indicator_sentence,锡|钨,margin,锡钨量增空间大，公司利润有望增厚。公司正在进一步加强对卡房,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-002_@于嘉懿，@刘小华6152354836673.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-002_@于嘉懿，@刘小华6152354836673.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0092,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-012,fact_or_view_sentence,锡|钨|金,supply,矿区的资源勘查，后续有望围绕钨、锡等金属进行增储以及开采工,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-002_@于嘉懿，@刘小华6152354836673.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-002_@于嘉懿，@刘小华6152354836673.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0093,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-012,fact_or_view_sentence,锡,supply,锡价中枢或持续抬升，布局优质资源的龙头。随着全球锡矿品位下,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-002_@于嘉懿，@刘小华6152354836673.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-002_@于嘉懿，@刘小华6152354836673.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0094,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-012,fact_or_view_sentence,锡,supply,全球锡资源端集中度较高，矿山的挺价意愿及能力上升，锡价有望,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-002_@于嘉懿，@刘小华6152354836673.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-002_@于嘉懿，@刘小华6152354836673.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0095,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-012,indicator_sentence,锡,price,锡业股份或将充分受益于价格中枢的抬升。,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-002_@于嘉懿，@刘小华6152354836673.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-002_@于嘉懿，@刘小华6152354836673.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0096,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-012,risk_sentence,锡,demand|risk,风险提示：锡价大幅波动、需求不及预期，项目进展不及预期等。,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-002_@于嘉懿，@刘小华6152354836673.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-002_@于嘉懿，@刘小华6152354836673.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0097,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-013,indicator_sentence,金,margin,究:25&26Q1 总结：能源金属业绩弹性,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-003_@刘奕町，@曾先毅，胡十尹15972655114003.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-003_@刘奕町，@曾先毅，胡十尹15972655114003.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0098,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-013,indicator_sentence,金,margin,释放， 贵金属&工业金属盈利改善显著》,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-003_@刘奕町，@曾先毅，胡十尹15972655114003.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-003_@刘奕町，@曾先毅，胡十尹15972655114003.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0099,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-013,indicator_sentence,铜|铝,price,宏观博弈持续，铜铝价格震荡。1）铜 ：本周（2026.5.22-2026.5.28 ）铜价重心上移，沪铜收于 104430 元/吨。,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-003_@刘奕町，@曾先毅，胡十尹15972655114003.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-003_@刘奕町，@曾先毅，胡十尹15972655114003.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0100,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-013,fact_or_view_sentence,铜|钼|金,supply,相 关 标 的：紫金矿业、五矿资源、 洛阳钼业、金诚信、西部矿业、中国有色矿业、铜陵有色、江西 铜业。,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-003_@刘奕町，@曾先毅，胡十尹15972655114003.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-003_@刘奕町，@曾先毅，胡十尹15972655114003.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0101,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-013,indicator_sentence,铝,price|supply,2）铝：本周（2026.5.22 -2026.5.28）铝价震荡，沪铝收于 24265 元/吨。 供应方面：本周电解铝行业生产端继,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-003_@刘奕町，@曾先毅，胡十尹15972655114003.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-003_@刘奕町，@曾先毅，胡十尹15972655114003.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0102,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-013,fact_or_view_sentence,铝,supply|demand,续增长，辽宁、云南地区复产、置换新投产方面有一定释 放。需求方面：本周铝板带箔产量较上 周不变；铝棒产量,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-003_@刘奕町，@曾先毅，胡十尹15972655114003.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-003_@刘奕町，@曾先毅，胡十尹15972655114003.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0103,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-013,indicator_sentence,铝,price|margin,较上周持平。成本方面：氧化铝方面，中国国产氧化铝价 格小幅回落，预计本周电解铝理论成本 基本持稳。利润方,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-003_@刘奕町，@曾先毅，胡十尹15972655114003.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-003_@刘奕町，@曾先毅，胡十尹15972655114003.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0104,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-013,indicator_sentence,铝,price,面：受主要原材料电价微涨、氧化铝价格微跌、预焙阳极 价格持稳影响，预计本周电解铝理论成 本持稳。国内现货,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-003_@刘奕町，@曾先毅，胡十尹15972655114003.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-003_@刘奕町，@曾先毅，胡十尹15972655114003.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0105,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-014,indicator_sentence,锡,margin,《锡业股份（000960.SZ）年报点评：扣非净利润同比大幅提升，,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-004_@刘孟峦，@杨耀洪4038434835400.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-004_@刘孟峦，@杨耀洪4038434835400.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0106,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-014,indicator_sentence,锡,margin,《锡业股份（000960.SZ）半年报点评：二季度扣非利润表现亮,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-004_@刘孟峦，@杨耀洪4038434835400.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-004_@刘孟峦，@杨耀洪4038434835400.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0107,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-014,indicator_sentence,锡,price|margin,眼，锡价上涨带来业绩弹性》 ——2024-08-25,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-004_@刘孟峦，@杨耀洪4038434835400.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-004_@刘孟峦，@杨耀洪4038434835400.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0108,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-014,indicator_sentence,锡,margin,《锡业股份（000960.SZ）年报点评：利润稳步提升，有望享受,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-004_@刘孟峦，@杨耀洪4038434835400.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-004_@刘孟峦，@杨耀洪4038434835400.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0109,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-014,indicator_sentence,锡,price|margin,锡价上涨带来的业绩弹性》 ——2024-04-14,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-004_@刘孟峦，@杨耀洪4038434835400.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-004_@刘孟峦，@杨耀洪4038434835400.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0110,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-014,indicator_sentence,锡,margin,《锡业股份（000960.SZ）三季报点评：三季度扣非利润环比明,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-004_@刘孟峦，@杨耀洪4038434835400.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-004_@刘孟峦，@杨耀洪4038434835400.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0111,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-014,fact_or_view_sentence,锡,supply|policy,公司对锡这一国家战略性稀缺矿产资源具有较强的全球影响力：公司自 2005,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-004_@刘孟峦，@杨耀洪4038434835400.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-004_@刘孟峦，@杨耀洪4038434835400.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0112,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-014,fact_or_view_sentence,锡|铟,supply,矿技术攻关和强化冶炼竞争优势；同时将聚焦打造全球最优锡铟产品供应商,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-004_@刘孟峦，@杨耀洪4038434835400.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-004_@刘孟峦，@杨耀洪4038434835400.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0113,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-015,fact_or_view_sentence,钨,supply,持有全球最大单体露天巴库塔钨矿，二期建设落地后产量高增,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-005_@刘孟峦，谷瑜10080535047759.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-005_@刘孟峦，谷瑜10080535047759.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0114,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-015,indicator_sentence,钨,margin,股东背景多元，核心资产以及利润来源为巴库塔钨矿。公司由刘子嘉通过恒,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-005_@刘孟峦，谷瑜10080535047759.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-005_@刘孟峦，谷瑜10080535047759.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0115,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-015,fact_or_view_sentence,铜,policy,兆国际控股为实控方，江西铜业、中国铁建国际等央企为重要战略股东，共,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-005_@刘孟峦，谷瑜10080535047759.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-005_@刘孟峦，谷瑜10080535047759.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0116,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-015,indicator_sentence,钨,price|supply,国内指标呈收缩趋势，支撑钨价格高位。我国钨生产存在配额约束。2018,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-005_@刘孟峦，谷瑜10080535047759.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-005_@刘孟峦，谷瑜10080535047759.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0117,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-015,fact_or_view_sentence,钨|稀土,supply,年自然资源部印发《关于进一步规范稀土矿钨矿矿业权审批管理的通知》，,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-005_@刘孟峦，谷瑜10080535047759.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-005_@刘孟峦，谷瑜10080535047759.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0118,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-015,fact_or_view_sentence,钨,supply|policy,明确申请新设钨矿采矿权，应符合国家产业政策和开采总量控制要求。《中,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-005_@刘孟峦，谷瑜10080535047759.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-005_@刘孟峦，谷瑜10080535047759.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0119,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-015,fact_or_view_sentence,钨,supply,国钨工业发展规划（2021-2025 年）》指出，十四五期间严格按照开采总量,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-005_@刘孟峦，谷瑜10080535047759.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-005_@刘孟峦，谷瑜10080535047759.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0120,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-015,fact_or_view_sentence,钨,supply,控制约束性指标，合理有序开发钨资源，到 2025 年，钨矿开采总量控制指,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-005_@刘孟峦，谷瑜10080535047759.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-005_@刘孟峦，谷瑜10080535047759.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0121,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-016,indicator_sentence,锂|钴|钨,margin,切削工具、细钨丝、磁性材料、钴酸锂等重点产品盈利进一步提升。公,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-006_@刘孟峦，谷瑜14619565117263.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-006_@刘孟峦，谷瑜14619565117263.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0122,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-016,indicator_sentence,钨,price,司受益于钨价上涨，2025 年实现归母净利 23.1 亿元，同比+33.6%；2026Q1,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-006_@刘孟峦，谷瑜14619565117263.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-006_@刘孟峦，谷瑜14619565117263.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0123,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-016,indicator_sentence,钨|钼,margin,子公司盈利拆解。钨钼业务全产业链盈利能力较强。上游端，公司的 3,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-006_@刘孟峦，谷瑜14619565117263.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-006_@刘孟峦，谷瑜14619565117263.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0124,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-016,fact_or_view_sentence,钨,supply, 公司在产自有矿山包含①宁化行洛坑钨矿，隶属于子公司宁化行洛,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-006_@刘孟峦，谷瑜14619565117263.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-006_@刘孟峦，谷瑜14619565117263.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0125,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-016,fact_or_view_sentence,钨,supply,在产矿山年产钨精矿总量约在 1.2 万吨标吨，权益量在 1 万吨左右。,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-006_@刘孟峦，谷瑜14619565117263.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-006_@刘孟峦，谷瑜14619565117263.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0126,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-016,fact_or_view_sentence,钨|钼,supply, 公司在建/储备自有矿山包含①博白巨典油麻坡钨钼矿，隶属于麻,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-006_@刘孟峦，谷瑜14619565117263.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-006_@刘孟峦，谷瑜14619565117263.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0127,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-016,fact_or_view_sentence,钨|钼,supply,年达产，产量 3200 标吨钨精矿；②江西修水昆山钨钼矿采矿权及,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-006_@刘孟峦，谷瑜14619565117263.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-006_@刘孟峦，谷瑜14619565117263.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0128,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-016,fact_or_view_sentence,钨,supply,时公司总钨精矿产量可高达 2.5 万吨以上，粗算权益量超 2 万吨。,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-006_@刘孟峦，谷瑜14619565117263.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-006_@刘孟峦，谷瑜14619565117263.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0129,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-017,fact_or_view_sentence,钨|锑|黄金|金,supply,公司主要从事黄金锑钨等有色金属矿山的开采、选矿、冶炼、加工，黄金、,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-007_@刘孟峦，谷瑜18572395069777.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-007_@刘孟峦，谷瑜18572395069777.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0130,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-017,fact_or_view_sentence,锑|金,supply,精锑的深加工及有色金属矿产品的进出口业务等，公司主要产品为标准金,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-007_@刘孟峦，谷瑜18572395069777.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-007_@刘孟峦，谷瑜18572395069777.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0131,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-017,indicator_sentence,锑|金,price,同比+80.3%，实现归母净利 14.9 亿元，同比+75.8%，上涨原因系金锑,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-007_@刘孟峦，谷瑜18572395069777.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-007_@刘孟峦，谷瑜18572395069777.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0132,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-017,indicator_sentence,钨|锑|金,margin,实现净利润 11.7 亿元，旗下包含沅陵沃溪金锑钨矿、安化渣滓溪锑矿,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-007_@刘孟峦，谷瑜18572395069777.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-007_@刘孟峦，谷瑜18572395069777.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0133,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-017,fact_or_view_sentence,黄金|金,supply,以及甘肃加鑫等矿山；另外，主营矿山采选等业务的黄金洞矿业和新龙,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-007_@刘孟峦，谷瑜18572395069777.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-007_@刘孟峦，谷瑜18572395069777.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0134,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-017,indicator_sentence,金,margin,矿业 2025 年分别实现净利润 1.0 亿元，3.1 亿元。后续集团万古金矿注,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-007_@刘孟峦，谷瑜18572395069777.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-007_@刘孟峦，谷瑜18572395069777.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0135,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-017,fact_or_view_sentence,黄金|金,supply,入有望助力公司黄金产量达到 10 吨，形成公司新的增长来源。,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-007_@刘孟峦，谷瑜18572395069777.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-007_@刘孟峦，谷瑜18572395069777.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0136,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-017,fact_or_view_sentence,锑,supply,锑资源稀缺，供需或愈加紧张。全球锑矿产量明显收缩。根据 USGS 数据，,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-007_@刘孟峦，谷瑜18572395069777.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-007_@刘孟峦，谷瑜18572395069777.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0137,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-018,indicator_sentence,锌|铅|锡|银,margin, 公司 2025 年业绩稳步提升。2025 年，国内锡、 铅、 锌、 银均价分别同比+10%、,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-008_@刘岗，李梦娇6872625086468.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-008_@刘岗，李梦娇6872625086468.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0138,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-018,indicator_sentence,锡|银,price,+42%，叠加锡银价格上涨，公司实现营收 55.55 亿元，同比+30.09%，其中矿,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-008_@刘岗，李梦娇6872625086468.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-008_@刘岗，李梦娇6872625086468.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0139,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-018,indicator_sentence,锡|银,margin,产银、 矿产锡合计占总营收近70%， 成为公司业绩的核心支撑， 矿产银收入同,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-008_@刘岗，李梦娇6872625086468.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-008_@刘岗，李梦娇6872625086468.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0140,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-018,indicator_sentence,锡|银,price,比大增 86.70%，主要受益于宇邦矿业并表及银价上涨，矿产锡收入同比增长,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-008_@刘岗，李梦娇6872625086468.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-008_@刘岗，李梦娇6872625086468.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0141,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-018,fact_or_view_sentence,银,supply,16.55%， 增速相对温和， 主要受上半年银漫矿业停产及品位下降影响， 公司全,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-008_@刘岗，李梦娇6872625086468.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-008_@刘岗，李梦娇6872625086468.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0142,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-018,indicator_sentence,银,margin,年实现归母净利润 17.04 亿元，同比+11.40%。分子公司看，银漫矿业实现净,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-008_@刘岗，李梦娇6872625086468.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-008_@刘岗，李梦娇6872625086468.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0143,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-018,indicator_sentence,金,margin,利润 13.46 亿元，同比+7%，乾金达实现净利润 2.5 亿元，同比增长 2.8%。,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-008_@刘岗，李梦娇6872625086468.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-008_@刘岗，李梦娇6872625086468.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0144,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-018,fact_or_view_sentence,锡|银,supply, 25 年公司多数矿种产量稳步提升，锡产量因银漫矿业停产出现下滑 。2025 年,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-008_@刘岗，李梦娇6872625086468.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-008_@刘岗，李梦娇6872625086468.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0145,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-019,indicator_sentence,锡|银,price|margin,银、锡等主要矿产品价格上涨，带动盈利提升,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-009_@华立，孙雪琪4803385089248.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-009_@华立，孙雪琪4803385089248.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0146,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-019,indicator_sentence,锡|银,price|margin, 银、锡等 矿产品 价格 大幅 上涨 ，带动 公司 盈利 增长 ：,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-009_@华立，孙雪琪4803385089248.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-009_@华立，孙雪琪4803385089248.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0147,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-019,fact_or_view_sentence,铅|锡|银,supply,1）量： 26Q1 公 司实现银 、 锡产量 79、777 吨， 环比 -11% 、-24% ，实现铅 、,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-009_@华立，孙雪琪4803385089248.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-009_@华立，孙雪琪4803385089248.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0148,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-019,fact_or_view_sentence,锌|锡|白银|银,supply,锌产量 4062 吨、1.5 万吨，环比 -21% 、-28% 。2）价： 26Q1 白银 、锡市场 均,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-009_@华立，孙雪琪4803385089248.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-009_@华立，孙雪琪4803385089248.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0149,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-019,fact_or_view_sentence,锡|银,supply,公司聚焦银锡主业，通过内生增储和外延并购巩固 自身 资源优势， 2025 年公,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-009_@华立，孙雪琪4803385089248.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-009_@华立，孙雪琪4803385089248.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0150,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-019,fact_or_view_sentence,锡|银,supply,能将由 165 万吨 /年 提升至 297 万吨 /年， 银、 锡现有产量 有望翻倍； 2） 宇邦,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-009_@华立，孙雪琪4803385089248.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-009_@华立，孙雪琪4803385089248.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0151,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-019,fact_or_view_sentence,锡|银,supply, 投资建议： 考虑到公司重点 项目持续推进，投产后银、锡产量有望进一步提,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-009_@华立，孙雪琪4803385089248.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-009_@华立，孙雪琪4803385089248.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0152,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-019,risk_sentence,金,price|risk, 风险提示： 新建项目不及 预 期的风险 ； 有色金属价 格大幅 下跌的风险 ； 安全生,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-009_@华立，孙雪琪4803385089248.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-009_@华立，孙雪琪4803385089248.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0153,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-020,indicator_sentence,锂|钴|钨,price,和 10% 。百 川盈孚数据显 示 ， 2025 年 国内钨精矿、 钴酸 锂、氧化镨钕价格分,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-010_@华立，阎予露5208885081644.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-010_@华立，阎予露5208885081644.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0154,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-020,indicator_sentence,锂|钴|钨,price,别上涨 59% 、54% 、25% ，2026Q1 钨精矿 、钴酸锂、三 元材料、氧化镨钕 、,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-010_@华立，阎予露5208885081644.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-010_@华立，阎予露5208885081644.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0155,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-020,indicator_sentence,钨,price,钨精矿和镨钕价格加速上行，环比增速 高达 118% 、34.5% ，带动公司盈 利高,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-010_@华立，阎予露5208885081644.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-010_@华立，阎予露5208885081644.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0156,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-020,indicator_sentence,钨,margin,毛利率小幅下降 ；细钨丝销量 虽有 小幅下降 ，但 公司为提升 细钨丝在光伏行业,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-010_@华立，阎予露5208885081644.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-010_@华立，阎予露5208885081644.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0157,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-020,fact_or_view_sentence,钨,supply,"钨精矿（ 65%WO3 ）12,000 吨，钨资源原矿保障率约为 20% 。在建钨矿 广西",converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-010_@华立，阎予露5208885081644.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-010_@华立，阎予露5208885081644.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0158,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-020,indicator_sentence,锂|钴,margin,比增长 55.81% 。全年钴 酸锂 销量 6.53 万 吨，同比 增长 41.31% ，毛利率 小幅,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-010_@华立，阎予露5208885081644.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-010_@华立，阎予露5208885081644.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0159,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-020,fact_or_view_sentence,钨,supply,山博白巨典钨矿投产后再 增 3200 吨钨精 矿 ，并购 九江大地 新增权益钨资源量,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-010_@华立，阎予露5208885081644.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-010_@华立，阎予露5208885081644.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0160,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-020,fact_or_view_sentence,钨,supply,3.44 万吨， 江西巨通股 权收 购落地后有望新增 大湖塘权 益钨资源量 43.21 万,converted_text_sentence_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-010_@华立，阎予露5208885081644.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-010_@华立，阎予露5208885081644.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0161,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-021,fact_or_view_sentence,金,demand,钛合金加工行业位于钛工业产业链中游，我国钛合金加工行业需求持续增长。钛合金,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_001.txt,ana-data/cases/有色案例/raw/gega_20260624_001.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0162,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-021,fact_or_view_sentence,金,supply,核心客户的现场及产品审核，切入航空航天用钛合金粉末及紧固件材料供应体系。在,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_001.txt,ana-data/cases/有色案例/raw/gega_20260624_001.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0163,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-021,indicator_sentence,金,supply|margin,布局 TC4ELI、Ti6Al7Nb 等高端医用钛合金，标志着公司正由传统材料供应商向高端,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_001.txt,ana-data/cases/有色案例/raw/gega_20260624_001.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0164,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-021,fact_or_view_sentence,金,supply,切入 3D 打印等高端制造场景，填补国内高端钛合金粉末材料供给空白。,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_001.txt,ana-data/cases/有色案例/raw/gega_20260624_001.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0165,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-021,risk_sentence,金,price|risk, 风险提示：原材料价格波动的风险、重大客户依赖及被替代的风险、募集资金投资项,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_001.txt,ana-data/cases/有色案例/raw/gega_20260624_001.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0166,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-021,indicator_sentence,金,margin,1.2、主营钛合金板材、管材及线材产品，毛利率与净利率稳健增长 .................5,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_001.txt,ana-data/cases/有色案例/raw/gega_20260624_001.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0167,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-021,indicator_sentence,金,margin,1.2、主营钛合金板材、管材及线材产品，毛利率与净利率稳健增长,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_001.txt,ana-data/cases/有色案例/raw/gega_20260624_001.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0168,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-021,fact_or_view_sentence,金,supply,场海绵钛的供应量将影响着钛材行业的发展。海绵钛主要通过四氯化钛与金,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_001.txt,ana-data/cases/有色案例/raw/gega_20260624_001.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0169,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-022,fact_or_view_sentence,锂,demand,于半导体、电子、光伏、锂电及面板显示等应用领域，为各种超薄、超硬、,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_002.txt,ana-data/cases/有色案例/raw/gega_20260624_002.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0170,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-022,fact_or_view_sentence,锂,demand,材料适应性较广，在半导体先进封装&存储、PCB、锂电、面板等多个下,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_002.txt,ana-data/cases/有色案例/raw/gega_20260624_002.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0171,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-022,indicator_sentence,金,margin,现金 242 279 113 25 104 营业成本 406 466 630 846 1077,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_002.txt,ana-data/cases/有色案例/raw/gega_20260624_002.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0172,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-022,fact_or_view_sentence,锂|金,supply,图表 43： 中国锂离子电池出口金额（亿美元） .............................................................................................. 26,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_002.txt,ana-data/cases/有色案例/raw/gega_20260624_002.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0173,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-022,fact_or_view_sentence,锂,demand,于半导体、电子、光伏、锂电及面板显示等应用领域，为各种超薄、超硬、脆性、柔性,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_002.txt,ana-data/cases/有色案例/raw/gega_20260624_002.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0174,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-022,fact_or_view_sentence,金,demand,主要提供面向汽车电子及消费电子行业中的玻璃、陶瓷、线路板（FPC/PCB）、薄膜、金,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_002.txt,ana-data/cases/有色案例/raw/gega_20260624_002.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0175,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-022,fact_or_view_sentence,锂,demand,学、先进封装以及新能源锂电领域拓展，逐步基于公司自身能力构建更完善的产品解决,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_002.txt,ana-data/cases/有色案例/raw/gega_20260624_002.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0176,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-022,fact_or_view_sentence,镓,demand,半导体晶圆激光隐形切割设备：利用超短脉冲激光实现硅/砷化镓/碳化硅晶圆高质量高,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_002.txt,ana-data/cases/有色案例/raw/gega_20260624_002.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0177,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-023,fact_or_view_sentence,金,demand,金刚石作为兼具极致硬度、超高导热、超宽禁带的终极工业与科技材料，是新一代半导体、AI 芯片散热、高端精密制造、光通信及,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_003.txt,ana-data/cases/有色案例/raw/gega_20260624_003.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0178,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-023,fact_or_view_sentence,金,demand|policy,1. 行业层面，我国从 “十三五” 到 “十五五” 持续抬升金刚石产业战略定位，已上升至国家竞争优势核心长板、半导体自主可控,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_003.txt,ana-data/cases/有色案例/raw/gega_20260624_003.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0179,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-023,fact_or_view_sentence,金,demand,GPU 已规模化搭载金刚石散热方案，可显著提升能效比、支撑千瓦级高功耗芯片稳定运行；2）半导体精密加工，金刚石划片刀、,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_003.txt,ana-data/cases/有色案例/raw/gega_20260624_003.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0180,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-023,fact_or_view_sentence,金,demand,减薄砂轮市场持续高增，国产替代空间广阔；3）作为第四代超宽禁带半导体，金刚石功率器件已实现高耐压、大电流稳定开关运行，,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_003.txt,ana-data/cases/有色案例/raw/gega_20260624_003.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0181,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-023,fact_or_view_sentence,金,demand,投资建议：看好金刚石材料在芯片散热、半导体加工、终极半导体三大主线的成长机遇，关注具备 CVD 量产、MPCVD 设备自研、,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_003.txt,ana-data/cases/有色案例/raw/gega_20260624_003.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0182,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-023,fact_or_view_sentence,金,demand,➢ 金刚石膜钝化层： 为保护半导体表面免受外界环境（如化学污染或湿气）的侵害，保护功能层不受影响，往往需要在芯片表面覆盖,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_003.txt,ana-data/cases/有色案例/raw/gega_20260624_003.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0183,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-023,fact_or_view_sentence,金,demand,➢ 金刚石是超宽禁带半导体，其禁带宽度为5.5eV，具有高电子迁移率（4500cm2/Vs）、高电子饱和速度（2×107cm/s）、高击穿,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_003.txt,ana-data/cases/有色案例/raw/gega_20260624_003.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0184,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-023,fact_or_view_sentence,金,demand,➢ 随着SiC和GaN功率电子学进入发展成熟阶段，新的需求又在推动下一代功率电子学的发展 ，金刚石被认为是制备下一代高功率 、,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_003.txt,ana-data/cases/有色案例/raw/gega_20260624_003.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0185,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-024,indicator_sentence,钴,price|demand,军工新材料： 电解钴价格 下跌。（1）本周电解钴价格 40.20 万元/吨，环比,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_004.txt,ana-data/cases/有色案例/raw/gega_20260624_004.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0186,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-024,indicator_sentence,钴,price,-2.7%。本周电解钴和钴粉价格比值 0.76 ，环比-1.4%；电解钴和硫酸钴价格,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_004.txt,ana-data/cases/有色案例/raw/gega_20260624_004.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0187,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-024,indicator_sentence,锂,price|demand,新能源车新材料： 碳酸锂价格上涨。（1）本周碳酸锂和氢氧化锂价格分别为,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_004.txt,ana-data/cases/有色案例/raw/gega_20260624_004.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0188,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-024,indicator_sentence,钴,price,17.06 、15.66 万元/吨，环比+4.7%、+4.4%。（2）本周硫酸钴价格 8.87 万,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_004.txt,ana-data/cases/有色案例/raw/gega_20260624_004.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0189,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-024,indicator_sentence,钴,price,消费电子新材料：四氧化三钴价格下跌。（1）本周四氧化三钴价格 34.50 万,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_004.txt,ana-data/cases/有色案例/raw/gega_20260624_004.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0190,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-024,indicator_sentence,锂|钴,price,元/吨，环比-2.82%。本周钴酸锂价格 387.00 元/千克，环比+0.3%。（2）,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_004.txt,ana-data/cases/有色案例/raw/gega_20260624_004.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0191,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-024,indicator_sentence,镓|铟,price,"本周碳化硅价格 5,700.00 元/吨，环比+0%；本周高纯镓、粗铟和精铟价格分",converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_004.txt,ana-data/cases/有色案例/raw/gega_20260624_004.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0192,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-024,indicator_sentence,锗,price,"+0%；本周二氧化锗价格 12,350.00 元/千克，环比+0%。",converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_004.txt,ana-data/cases/有色案例/raw/gega_20260624_004.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0193,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-025,indicator_sentence,钴,price|demand,军工新材料： 电解钴价格 下跌。（1）本周电解钴价格 41.30 万元/吨，环比,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_005.txt,ana-data/cases/有色案例/raw/gega_20260624_005.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0194,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-025,indicator_sentence,钴,price,-1.9%。本周电解钴和钴粉价格比值 0.77 ，环比-1.0%；电解钴和硫酸钴价格,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_005.txt,ana-data/cases/有色案例/raw/gega_20260624_005.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0195,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-025,indicator_sentence,锂,price|demand,新能源车新材料： 碳酸锂价格下跌。（1）本周碳酸锂和氢氧化锂价格分别为,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_005.txt,ana-data/cases/有色案例/raw/gega_20260624_005.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0196,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-025,indicator_sentence,钴,price,16.29 、15.00 万元/吨，环比-8.3%、-8.3%。（2）本周硫酸钴价格 9.04 万,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_005.txt,ana-data/cases/有色案例/raw/gega_20260624_005.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0197,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-025,indicator_sentence,锂|钴,price,消费电子新材料： 钴酸锂价格下跌。（1）本周四氧化三钴价格 35.50 万元/,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_005.txt,ana-data/cases/有色案例/raw/gega_20260624_005.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0198,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-025,indicator_sentence,锂|钴,price,吨，环比-0.70%。本周钴酸锂价格 386.00 元/千克，环比-1.0%。（2）本周,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_005.txt,ana-data/cases/有色案例/raw/gega_20260624_005.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0199,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-025,indicator_sentence,镓|铟,price,"碳化硅价格 5,700.00 元/吨，环比+0%；本周高纯镓、粗铟和精铟价格分别为",converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_005.txt,ana-data/cases/有色案例/raw/gega_20260624_005.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0200,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-025,indicator_sentence,锗,price,"周二氧化锗价格 12,350.00 元/千克，环比+0%。",converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_005.txt,ana-data/cases/有色案例/raw/gega_20260624_005.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0201,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-026,indicator_sentence,钴,price|demand,军工新材料： 电解钴价格 上涨。（1）本周电解钴价格 42.20 万元/吨，环比,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_006.txt,ana-data/cases/有色案例/raw/gega_20260624_006.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0202,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-026,indicator_sentence,钴,price,+0.5%。本周电解钴和钴粉价格比值 0.76 ，环比+0.7%；电解钴和硫酸钴价,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_006.txt,ana-data/cases/有色案例/raw/gega_20260624_006.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0203,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-026,indicator_sentence,锂,price|demand,新能源车新材料： 碳酸锂价格上涨。（1）本周碳酸锂和氢氧 化锂价格分别为,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_006.txt,ana-data/cases/有色案例/raw/gega_20260624_006.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0204,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-026,indicator_sentence,钴,price,19.41 、18.06 万元/吨，环比+12.2%、+9.7%。（2）本周硫酸钴价格 9.39,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_006.txt,ana-data/cases/有色案例/raw/gega_20260624_006.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0205,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-026,indicator_sentence,锂,price,万元/吨，环比 +0.11%。（ 3）本周磷酸铁锂、 523 型正极材料价格分别为,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_006.txt,ana-data/cases/有色案例/raw/gega_20260624_006.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0206,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-026,indicator_sentence,钴|锗,price,消费电子新材料：二氧化锗价格上涨。（1）本周四氧化三钴价格 36.23 万元/,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_006.txt,ana-data/cases/有色案例/raw/gega_20260624_006.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0207,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-026,indicator_sentence,锂|钴,price,吨，环比+0%。本周钴酸锂价格 397.0 元/千克，环比+1.3%。（2）本周碳化,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_006.txt,ana-data/cases/有色案例/raw/gega_20260624_006.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0208,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-026,indicator_sentence,镓|铟,price,"硅价格 5,800.00 元/吨，环比 -3.3%；本周高纯镓、粗铟和精铟价格分别为",converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_006.txt,ana-data/cases/有色案例/raw/gega_20260624_006.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0209,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-027,indicator_sentence,钴,price|demand,军工新材料： 电解钴价格下跌。（1）本周电解钴价格 42.80 万元/吨，环比,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_007.txt,ana-data/cases/有色案例/raw/gega_20260624_007.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0210,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-027,indicator_sentence,钴,price,-0.5%。本周电解钴和钴粉价格比值 0.74 ，环比-0.5%；电解钴和硫酸钴价格,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_007.txt,ana-data/cases/有色案例/raw/gega_20260624_007.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0211,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-027,indicator_sentence,锂,price|demand,新能源车新材料： 氧化镨钕价格下跌。（1）本周碳酸锂和氢氧化锂价格分别,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_007.txt,ana-data/cases/有色案例/raw/gega_20260624_007.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0212,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-027,indicator_sentence,钴,price,为 14.90 、14.19 万元/吨，环比-6.4%、-6.1%。（2）本周硫酸钴价格 9.51,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_007.txt,ana-data/cases/有色案例/raw/gega_20260624_007.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0213,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-027,indicator_sentence,钴|镓,price,消费电子新材料： 高纯镓价格上涨。（1）本周四氧化三钴价格 36.25 万元/,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_007.txt,ana-data/cases/有色案例/raw/gega_20260624_007.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0214,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-027,indicator_sentence,锂|钴,price,吨，环比-0.14%。本周钴酸锂价格 401.0 元/千克，环比+0%。（2）本周碳,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_007.txt,ana-data/cases/有色案例/raw/gega_20260624_007.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0215,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-027,indicator_sentence,镓|铟,price,"化硅价格 5,900.00 元/吨，环比+0%；本周高纯镓、粗 铟和精铟价格分别为",converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_007.txt,ana-data/cases/有色案例/raw/gega_20260624_007.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0216,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-027,indicator_sentence,锗,price,"周二氧化锗价格 8,950 元/千克，环比+0%。二氧化锗下游 50%用于光纤，",converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_007.txt,ana-data/cases/有色案例/raw/gega_20260624_007.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0217,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-028,indicator_sentence,钴,price|demand,军工新材料： 电解钴价格下跌。（1）本周电解钴价格 41.10 万元/吨，环比,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_008.txt,ana-data/cases/有色案例/raw/gega_20260624_008.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0218,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-028,indicator_sentence,钴,price,-3.5%。本周电解钴和钴粉价格比值 0.72 ，环比-3.5%；电解钴和硫酸钴价格,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_008.txt,ana-data/cases/有色案例/raw/gega_20260624_008.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0219,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-028,indicator_sentence,锂,price|demand,新能源车新材料： 氧化镨钕价格上涨。（1）本周碳酸锂和氢氧化锂价格分别,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_008.txt,ana-data/cases/有色案例/raw/gega_20260624_008.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0220,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-028,indicator_sentence,钴,price,为 15.84 、14.63 万元/吨，环比+0.2%、+0.2%。（2）本周硫酸钴价格 9.50,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_008.txt,ana-data/cases/有色案例/raw/gega_20260624_008.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0221,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-028,indicator_sentence,锂,price,万元 /吨，环比 -0.16%。（ 3）本周磷酸铁锂、 523 型正极材料价格分别为,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_008.txt,ana-data/cases/有色案例/raw/gega_20260624_008.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0222,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-028,indicator_sentence,钴|铟,price,消费电子新材料：粗铟价格下跌。（1）本周四氧化三钴价格 36.25 万元/吨，,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_008.txt,ana-data/cases/有色案例/raw/gega_20260624_008.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0223,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-028,indicator_sentence,锂|钴,price,环比+0%。本周钴酸锂价格 401.0 元/千克，环比+0%。（2）本周碳化硅价,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_008.txt,ana-data/cases/有色案例/raw/gega_20260624_008.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0224,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-028,indicator_sentence,锗,price,"本周二氧化锗价格 8,950 元/千克，环比+0%。二氧化锗下游 50%用于光纤，",converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_008.txt,ana-data/cases/有色案例/raw/gega_20260624_008.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0225,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-029,indicator_sentence,钴,price|supply,铼价格元月以来已涨 36%、电解钴 1 月产量同比下滑 93%,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_009.txt,ana-data/cases/有色案例/raw/gega_20260624_009.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0226,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-029,indicator_sentence,钴,price|demand,军工新材料：电解钴价格上涨。 （1）本周电解钴价格 43.60 万元/吨，环比,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_009.txt,ana-data/cases/有色案例/raw/gega_20260624_009.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0227,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-029,indicator_sentence,钴,price,+3.1%。本周电解钴和钴粉价格比值 0.76 ，环比+3.1%；电解钴和硫酸钴价,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_009.txt,ana-data/cases/有色案例/raw/gega_20260624_009.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0228,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-029,indicator_sentence,锂,price|demand,新能源车新材料：氢氧化锂价格上涨 。（1）本周碳酸锂和氢氧化锂价格分别,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_009.txt,ana-data/cases/有色案例/raw/gega_20260624_009.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0229,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-029,indicator_sentence,钴,price,为 17.19 、16.26 万元/吨，环比 +19.6%、+12.4%。（2）本周硫酸钴价格,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_009.txt,ana-data/cases/有色案例/raw/gega_20260624_009.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0230,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-029,indicator_sentence,锂,price,9.53 万元/吨，环比+0%。（3）本周磷酸铁锂、 523 型正极材料价格分别为,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_009.txt,ana-data/cases/有色案例/raw/gega_20260624_009.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0231,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-029,indicator_sentence,钴|铟,price,消费电子新材料：粗铟价格上涨。（1）本周四氧化三钴价格 36.30 万元/吨，,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_009.txt,ana-data/cases/有色案例/raw/gega_20260624_009.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0232,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-029,indicator_sentence,锂|钴,price,环比+0%。本周钴酸锂价格 402.0 元/千克，环比+0%。（2）本周碳化硅价,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_009.txt,ana-data/cases/有色案例/raw/gega_20260624_009.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0233,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-030,fact_or_view_sentence,锗|铟|金,demand,稀有金属锗产业链龙头， 磷化铟领跑AI 光模,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_010.txt,ana-data/cases/有色案例/raw/gega_20260624_010.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0234,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-030,fact_or_view_sentence,锗,supply|demand,为锗矿开采、锗系列产品与化合物半导体材料的精深加工及研究开发。,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_010.txt,ana-data/cases/有色案例/raw/gega_20260624_010.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0235,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-030,fact_or_view_sentence,锗,demand,◼ 云南锗业是 AI 光模块、太空光伏、光纤、军工等高景气产业链上游核,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_010.txt,ana-data/cases/有色案例/raw/gega_20260624_010.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0236,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-030,fact_or_view_sentence,铟,supply,◼ 磷化铟切入算力核心供应链， 国产替代突破海外垄断：磷化铟光电性能,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_010.txt,ana-data/cases/有色案例/raw/gega_20260624_010.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0237,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-030,fact_or_view_sentence,铟,demand,促进磷化铟衬底持续改进。单颗 800G 光模块需要配备 4 到 8 颗磷化铟,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_010.txt,ana-data/cases/有色案例/raw/gega_20260624_010.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0238,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-030,fact_or_view_sentence,铟,demand,激光器芯片，而 1.6T 光模块对磷化铟衬底的需求又是 800G 的 2.7 至 3,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_010.txt,ana-data/cases/有色案例/raw/gega_20260624_010.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0239,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-030,indicator_sentence,铟,demand|margin,倍。 为了适配高速芯片面积增大与成本下降需求， 磷化铟衬底尺寸要求,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_010.txt,ana-data/cases/有色案例/raw/gega_20260624_010.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00
YS-B1-F-0240,ANA-YS-INDUSTRY-001,BATCH-001,RUN-ANA-YS-INDUSTRY-001-BATCH-001-EXTRACT-001,YS-PILOT-DOC-030,fact_or_view_sentence,锗,demand,◼ 商业航天加速发展，光伏级锗产品需求回暖。国内商业航天 2025 年进,converted_text_sentence_scan,ana-data/cases/有色案例/converted/gega_20260624_010.txt,ana-data/cases/有色案例/raw/gega_20260624_010.pdf,MEDIUM,DRAFT_FOR_REVIEW,2026-06-26T03:15:00+08:00