mbx/mb-project-info.git

company_card_id,case_id,batch_id,run_id,company_name,mention_count,metal_tags_in_context,source_expression_type,sample_doc_id,sample_page_no,sample_source_location,sample_converted_text_path,sample_raw_file_path,sample_context,business_exposure_status,resource_or_capacity_status,profit_sensitivity_status,trigger_condition_status,failure_condition_status,risk_status,next_action,review_status,created_at
YS-COMP-CARD-001-0001,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,北方稀土,81,稀土|钨|钴|镍|锂|金|铝|钼,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-PILOT-DOC-001,,,ana-data/cases/有色案例/converted/YS-SMALL-20260614-001_@刘奕町，@曾先毅，胡十尹11083365094199.txt,,大逻辑或将更 为清晰，要足够重视上游供给重塑的产业趋势性机会，持续关注板块拔估值持续和基本面修复。（来源：百川盈孚） 相关标的：中重稀土标的中稀有色、中国稀土、北方稀土；磁材板块核心公司，宁波韵升、正海磁材、金力永磁等。 能源金属：本周电池级碳酸锂 /电解钴/电解镍分别为 19.4/42.2/14.7 万元/吨，环比+9.60%/+0.48%/ -2.72%。具 体来看： 锂：本周锂价 持续走高。供给端主流锂盐企业整体生产平稳。矿端扰动,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0002,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,湖南黄金,74,金|锡|黄金|锑|钨|锂|银|钴,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-PILOT-DOC-001,,,ana-data/cases/有色案例/converted/YS-SMALL-20260614-001_@刘奕町，@曾先毅，胡十尹11083365094199.txt,,与“美元走势”之 间的博弈。（来源：百川盈孚）相 关标 的：紫金黄 金国际，万国黄金 集团，中国黄金国际，山金国际，山东 黄金，招金矿业，中金黄金，赤峰黄金， 湖南黄金，株冶 集团等 。 小金属： 本周（2026.4.30 -2026.5.8） 国内锡锭价格大幅上涨。截至 5 月 8 日， 国内 1#锡锭百川盈孚现货指导 价报 425000 元/吨，较上周同期上涨 38500 元/吨，涨幅 9.96% 。本周现货市场锡锭均价为 4073,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0003,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,锡业股份,65,锡|金|银|钨|稀土|钼|铟|锂,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-PILOT-DOC-002,,,ana-data/cases/有色案例/converted/YS-SMALL-20260614-002_@刘奕町，@曾先毅，胡十尹12235685103080.txt,,惜售，原料紧张未见缓解，价格具备继续上探 的基础。但下游畏高情绪渐浓，可能限制上行节奏。 预计下周铟市主流价格将继续温和上 探。 （来源：百川盈孚） 相关标的：锡业股份，华锡有色，株冶集团。 2.10. 稀土： 价格持稳运行，关注权益端边际催化 稀土永磁： 价格持稳，重视权益端边际催化。 当前供给侧整体偏紧，叠加缅甸供应问题， 以及作为战略金属的后续催化，整体权益端有望持续表现。并且需求侧伴随通用许可证的 下放， 出口预期有大幅修复空间,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0004,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,紫金矿业,56,钼|铜|金|铝|锂|钴|锌|锗,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-PILOT-DOC-001,,,ana-data/cases/有色案例/converted/YS-SMALL-20260614-001_@刘奕町，@曾先毅，胡十尹11083365094199.txt,,，本周铜价在多空因素交织下维持高位震荡，地缘风险与供应偏紧 提供支撑，高价格抑制需求与美元走强构成压力，短期延续高位盘整特征。 （来源：百川 盈孚） 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。 图 1：本周铜价走势（元/吨） 图 2：本周 TC 走势（美元/干吨） 资料来源：Wind，天风证券研究 所 资料来源：Wind，天风证券研究 所 图 3：本周硫酸价格走势（元/吨） 图 4：全,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0005,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,中国铝业,54,铝|金|银|锌|黄金|白银|铜|锂,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-PILOT-DOC-001,,,ana-data/cases/有色案例/converted/YS-SMALL-20260614-001_@刘奕町，@曾先毅，胡十尹11083365094199.txt,,。中国方面，本周铝锭社会库存持续累库趋势。（ 来源：百川盈孚）相 关标的：神火 股份、华通线 缆、云铝股份、天山铝业、中孚实业、中国宏桥、宏桥控股、创新实业 、中国铝业（A+H）、南山铝业、百通能源、 焦 作 万 方等。 贵金属：本 周 （4.30-5.8 ） 金银价格呈上涨趋势。 本周come x金价收于 4723.7 美元/盎司， 较周初+2.12% ，comex 银收于 80.835 美元/盎司，较周初+6.59% 。周内美联储利,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0006,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,中国稀土,56,稀土|金|银|钨|镍|锂|钴|铜,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-PILOT-DOC-001,,,ana-data/cases/有色案例/converted/YS-SMALL-20260614-001_@刘奕町，@曾先毅，胡十尹11083365094199.txt,,一点，板块大逻辑或将更 为清晰，要足够重视上游供给重塑的产业趋势性机会，持续关注板块拔估值持续和基本面修复。（来源：百川盈孚） 相关标的：中重稀土标的中稀有色、中国稀土、北方稀土；磁材板块核心公司，宁波韵升、正海磁材、金力永磁等。 能源金属：本周电池级碳酸锂 /电解钴/电解镍分别为 19.4/42.2/14.7 万元/吨，环比+9.60%/+0.48%/ -2.72%。具 体来看： 锂：本周锂价 持续走高。供给端主流锂盐企业整体生产平稳,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0007,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,云铝股份,51,铝|金|银|锌|黄金|白银|锂|钴,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-PILOT-DOC-001,,,ana-data/cases/有色案例/converted/YS-SMALL-20260614-001_@刘奕町，@曾先毅，胡十尹11083365094199.txt,,位继续收窄 。 库存方面： 本周LME 铝库存 较上周持续减少。中国方面，本周铝锭社会库存持续累库趋势。（ 来源：百川盈孚）相 关标的：神火 股份、华通线 缆、云铝股份、天山铝业、中孚实业、中国宏桥、宏桥控股、创新实业 、中国铝业（A+H）、南山铝业、百通能源、 焦 作 万 方等。 贵金属：本 周 （4.30-5.8 ） 金银价格呈上涨趋势。 本周come x金价收于 4723.7 美元/盎司， 较周初+2.12% ，comex 银收于,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0008,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,赣锋锂业,49,锂|钴|金|稀土|钨|铜|铝,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-PILOT-DOC-005,,,ana-data/cases/有色案例/converted/YS-SMALL-20260614-005_@刘孟峦，@杨耀洪，@焦方冉14088875125582.txt,,复产计划到真正实现产出预计至少需要一个季度以上时间。 ➢ 南美盐湖：新投项目众多，但整体产能爬坡的进度低于预期。自2023年以来，阿根廷五个新锂矿陆续投产，包括赣锋锂业和美洲锂业所主导开发Cauchari-Olaroz盐湖项目、 紫金矿业的3Q盐湖项目、Eramet的Centenario Ratones盐湖项目、POSCO的Hombre Muerto盐湖项目和赣锋锂业的Mariana盐湖项目，使得阿根廷的锂矿年产能实现翻倍 以上增长。但,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0009,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,华友钴业,45,钴|锂|钼|镍|金|铝|锡|钨,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-B3-DOC-0003,1,converted_text_page_1_company_scan,ana-data/cases/有色案例/converted/@刘岗，李梦娇23168035100344.txt,ana-data/cases/有色案例/raw/@刘岗，李梦娇23168035100344,华友钴业（603799）深度研究报告,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0010,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,神火股份,48,铝|金|银|锌|黄金,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-PILOT-DOC-001,,,ana-data/cases/有色案例/converted/YS-SMALL-20260614-001_@刘奕町，@曾先毅，胡十尹11083365094199.txt,,锯趋势，预计还将经历一段时间斡旋， 海外形势对铝价的影响还将继续。国内方面供应居高不下，下游内需较为一般，出口预计 有一定增加。（来源：百川盈孚） 相关标的： 神火股份、华通线缆、 南山铝业、 天山铝业、中孚实业、 云铝股份、 中国宏桥、 宏创控股、中国铝业（ A+H）、创新实业、焦作万方、百通能源等。 图 5：本周铝价走势 图 6：国内铝社会库存变化（万吨） 行业报告 | 行业研究周报 请务必阅读正文之后的信息披露和免责申明 6 资料,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0011,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,天齐锂业,45,锂|钴|金|稀土|钨|铝,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-PILOT-DOC-005,,,ana-data/cases/有色案例/converted/YS-SMALL-20260614-005_@刘孟峦，@杨耀洪，@焦方冉14088875125582.txt,,要锂辉石项目中，目前在产的有康定市甲基卡锂辉石矿、金川县业隆沟锂辉石矿、马尔康党坝锂辉石矿和金川 县李家沟锂辉石矿。另外，大中矿业的加达锂矿、盛新锂能的木绒矿和天齐锂业的雅江措拉目前正在积极推进矿山的开发建设，有望于2027年、2028年逐步建成投产。除了 四川之外，新疆地区的锂辉石资源也较为丰富，由新疆有色主导开发的大红柳滩项目已于2025年初建成投产，处于稳步爬坡的过程中。 ➢ 国内锂云母矿：供给扰动未消除。2025年下半年，原证为,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0012,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,天山铝业,44,铝|铜|锂|金|钼,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-B3-DOC-0059,4,converted_text_page_4_company_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-024_杜飞17216935122581.pdf.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-024_杜飞17216935122581.pdf,002532.SZ 天山铝业 13.81 1.05 1.04 1.13 15.54 13.28 12.22 买入,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0013,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,中矿资源,38,锂|金|铜|钼|钴|镍|铝,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-B3-DOC-0006,3,converted_text_page_3_company_scan,ana-data/cases/有色案例/converted/@华立，阎予露，孙雪琪36605745131886.txt,ana-data/cases/有色案例/raw/@华立，阎予露，孙雪琪36605745131886,002738.SZ 中矿资源 4.19 6.48 7.85 13.8 8.9 7.4 推荐,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0014,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,江西铜业,40,铜|钼|金|铝|钨,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-PILOT-DOC-001,,,ana-data/cases/有色案例/converted/YS-SMALL-20260614-001_@刘奕町，@曾先毅，胡十尹11083365094199.txt,,样受抑，因此 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 矿 业 、 中国有色矿业、铜陵有色、 江西铜业。 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 减产、新投产产能出现，辽宁某电解铝企业复产产能陆续 释放，还有部分企业产能进行更正。需 求方面：本周铝板 带箔产量较上周增加，铝棒产量较上周减少。成本方面：,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0015,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,国城矿业,35,钼|锂|金|钴|锡|钨,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-B3-DOC-0084,8,converted_text_page_8_company_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-029_王小芃，李烁，于柏寒20329395121422.pdf.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-029_王小芃，李烁，于柏寒20329395121422.pdf,000688.SZ 国城矿业 19 48 151% 5 17 220%,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0016,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,华钰矿业,34,金|锡|锑|钨|锂|钴,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-B3-DOC-0038,6,converted_text_page_6_company_scan,ana-data/cases/有色案例/converted/YS-CU-SMALL-20260615-023_熊可为13322504997804.pdf.txt,ana-data/cases/有色案例/raw/YS-CU-SMALL-20260615-023_熊可为13322504997804.pdf,601020.SH 华钰矿业 281.5 34.3 31.22 28.49 23.19,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0017,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,赤峰黄金,36,金|锡|铜|铝|锂,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-B3-DOC-0084,5,converted_text_page_5_company_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-029_王小芃，李烁，于柏寒20329395121422.pdf.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-029_王小芃，李烁，于柏寒20329395121422.pdf,其中， 四川黄金、 山金国际、 赤峰黄金等以矿产金为主的公司， 利润同比增速均超过 100%。,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0018,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,西部矿业,38,铜|钼|金|铝,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-PILOT-DOC-001,,,ana-data/cases/有色案例/converted/YS-SMALL-20260614-001_@刘奕町，@曾先毅，胡十尹11083365094199.txt,,，地缘风险与供应偏紧 提供支撑，高价格抑制需求与美元走强构成压力，短期延续高位盘整特征。 （来源：百川 盈孚） 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。 图 1：本周铜价走势（元/吨） 图 2：本周 TC 走势（美元/干吨） 资料来源：Wind，天风证券研究 所 资料来源：Wind，天风证券研究 所 图 3：本周硫酸价格走势（元/吨） 图 4：全球铜显性库存变化（万吨） IlLCop,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0019,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,中金黄金,35,金|钼|钴|铝|锂,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-B3-DOC-0006,16,converted_text_page_16_company_scan,ana-data/cases/有色案例/converted/@华立，阎予露，孙雪琪36605745131886.txt,ana-data/cases/有色案例/raw/@华立，阎予露，孙雪琪36605745131886,中金黄金 1076 17 1.02 1.87 2.21 2.36 22 12 10 9 3.3,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0020,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,山东黄金,39,金|锡|钼,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-B3-DOC-0056,6,converted_text_page_6_company_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-021_徐毅达10367485121229.pdf.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-021_徐毅达10367485121229.pdf,600547.SH 山东黄金 28.05 -2.84% -2.84% -27.54%,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0021,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,盛和资源,41,稀土|钨,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-B3-DOC-0032,2,converted_text_page_2_company_scan,ana-data/cases/有色案例/converted/YS-CU-SMALL-20260615-017_张航20638605117036.pdf.txt,ana-data/cases/有色案例/raw/YS-CU-SMALL-20260615-017_张航20638605117036.pdf,5.4 盛和资源：稀土混合所有制企业，国内外资源双布局 ....................................................................42,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0022,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,腾远钴业,25,钴|钼|钨|锑|金|锂|锡,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-B3-DOC-0003,26,converted_text_page_26_company_scan,ana-data/cases/有色案例/converted/@刘岗，李梦娇23168035100344.txt,ana-data/cases/有色案例/raw/@刘岗，李梦娇23168035100344,腾远钴业 301219.SZ 88.18 3.8 6.5 7.6 8.5 23.4x 13.6x 11.7x 10.3x,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0023,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,兴业银锡,16,锡|银|金|锌|铅|稀土|铜|铝,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-PILOT-DOC-002,,,ana-data/cases/有色案例/converted/YS-SMALL-20260614-002_@刘奕町，@曾先毅，胡十尹12235685103080.txt,,。不过，在此前多次 反复震荡过程中，锡价重心逐步上移，下方 42 万元/吨关口展现出较 强支撑力度。(来源:百川盈孚) 相 关标的：锡 业 股 份 ，华锡有色，兴业银锡，新 金路。 稀土永磁：价 格持稳，重视权益端边际催化 。当前供给侧整体偏紧，叠加缅甸供应问题，以及作为战略金属的后续 催化，整体权益端有望持续表现。并且需求侧伴随通用许 可证的下放，出口预期有大幅修复空间 。本周价格方面， 本周轻稀土氧化镨钕环比-2.06% 至 73.,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0024,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,盛达资源,24,金|锡|银|铜|钼|铝|锂,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-B3-DOC-0002,1,converted_text_page_1_company_scan,ana-data/cases/有色案例/converted/@刘岗，李梦娇14819545114083.txt,ana-data/cases/有色案例/raw/@刘岗，李梦娇14819545114083," 事件：本周，盛达资源拟以现金 8,710.00 万元收购赵树权持有的德运矿业 20%",NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0025,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,佳鑫国际资源,28,钨|金|镍|锂|钴,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-PILOT-DOC-001,,,ana-data/cases/有色案例/converted/YS-SMALL-20260614-001_@刘奕町，@曾先毅，胡十尹11083365094199.txt,,场报价重心持续下移。下游 钢厂采购情绪平淡，多消耗前期留存成品库存，采购模式以按需采购为主，极少大批量拿 货。（来源：百川盈孚） 相关标的：中钨高新，厦门钨业，佳鑫国际资源，章源钨业，翔鹭钨业。 图 27：钨精矿价格走势图（万元/吨） 图 28：碳化钨粉价格走势图（元/千克） 资料来源：百川盈孚，天风证券研究 所 资料来源：百川盈孚，天风证券研究 所 图 29：本周仲钨酸铵价格走势图（万元/吨） 图 30：钨铁价格走势图（万元/吨） 资,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0026,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,中钨高新,16,钨|金|锂|钴|钼|稀土|镍|铋,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-PILOT-DOC-001,,,ana-data/cases/有色案例/converted/YS-SMALL-20260614-001_@刘奕町，@曾先毅，胡十尹11083365094199.txt,,生产成本支撑松动，市场报价重心持续下移。下游 钢厂采购情绪平淡，多消耗前期留存成品库存，采购模式以按需采购为主，极少大批量拿 货。（来源：百川盈孚） 相关标的：中钨高新，厦门钨业，佳鑫国际资源，章源钨业，翔鹭钨业。 图 27：钨精矿价格走势图（万元/吨） 图 28：碳化钨粉价格走势图（元/千克） 资料来源：百川盈孚，天风证券研究 所 资料来源：百川盈孚，天风证券研究 所 图 29：本周仲钨酸铵价格走势图（万元/吨） 图 30：钨铁价格走,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0027,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,厦门钨业,14,钨|金|镍|锂|钴|钼|稀土|铋,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-PILOT-DOC-001,,,ana-data/cases/有色案例/converted/YS-SMALL-20260614-001_@刘奕町，@曾先毅，胡十尹11083365094199.txt,,撑松动，市场报价重心持续下移。下游 钢厂采购情绪平淡，多消耗前期留存成品库存，采购模式以按需采购为主，极少大批量拿 货。（来源：百川盈孚） 相关标的：中钨高新，厦门钨业，佳鑫国际资源，章源钨业，翔鹭钨业。 图 27：钨精矿价格走势图（万元/吨） 图 28：碳化钨粉价格走势图（元/千克） 资料来源：百川盈孚，天风证券研究 所 资料来源：百川盈孚，天风证券研究 所 图 29：本周仲钨酸铵价格走势图（万元/吨） 图 30：钨铁价格走势图（万元,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0028,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,寒锐钴业,28,钴|钼|镍,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-B3-DOC-0038,6,converted_text_page_6_company_scan,ana-data/cases/有色案例/converted/YS-CU-SMALL-20260615-023_熊可为13322504997804.pdf.txt,ana-data/cases/有色案例/raw/YS-CU-SMALL-20260615-023_熊可为13322504997804.pdf,300618.SZ 寒锐钴业 150.8 48.7 55.29 - -,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0029,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,力勤资源,25,钴|镍|钼|锂,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-B3-DOC-0020,11,converted_text_page_11_company_scan,ana-data/cases/有色案例/converted/YS-CU-SMALL-20260615-005_@晏溶，熊颖13375744945998.pdf.txt,ana-data/cases/有色案例/raw/YS-CU-SMALL-20260615-005_@晏溶，熊颖13375744945998.pdf,【力勤资源】拥有湿法镍产能 12 万吨，钴产能 14250,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0030,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,永兴材料,27,锂|钴|镍,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-B3-DOC-0005,1,converted_text_page_1_company_scan,ana-data/cases/有色案例/converted/@华立，阎予露5200055088987.txt,ana-data/cases/有色案例/raw/@华立，阎予露5200055088987,1.【银河有色】 公司点评_永兴材料： 锂价回升， 云,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0031,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,战略金属,18,稀土|锂|锑|钼|钴|钨,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-B3-DOC-0229,2,converted_text_page_2_company_scan,ana-data/cases/有色案例/converted/rare_minor_metals_020_刘博，滕朱军，李柔璇7428034935021.pdf.txt,ana-data/cases/有色案例/raw/rare_minor_metals_020_刘博，滕朱军，李柔璇7428034935021.pdf,2.4 战略金属：锑价触底回升且明显反弹，关注锑相关投资机会 ...................................... 9,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0032,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,五矿资源,17,铜|钼|锂|钨|金|钴,NUMERIC_OR_FACT_CONTEXT,YS-B3-DOC-0006,17,converted_text_page_17_company_scan,ana-data/cases/有色案例/converted/@华立，阎予露，孙雪琪36605745131886.txt,ana-data/cases/有色案例/raw/@华立，阎予露，孙雪琪36605745131886,五矿资源 MMG 12.7 12.1 12.9 50.7 49.3-52.8 10.7 0.3,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0033,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,藏格矿业,19,锂|铜|金|钼|铝,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-B3-DOC-0004,1,converted_text_page_1_company_scan,ana-data/cases/有色案例/converted/@刘岗，李梦娇6958195042851.txt,ana-data/cases/有色案例/raw/@刘岗，李梦娇6958195042851,藏格矿业（000408）2025 年报点评,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0034,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,招金矿业,19,金|锡|铜|铝|锂,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-B3-DOC-0142,20,converted_text_page_20_company_scan,ana-data/cases/有色案例/converted/copper_aluminum_companies_053_甘嘉尧，熊宇航23326745113606.pdf.txt,ana-data/cases/有色案例/raw/copper_aluminum_companies_053_甘嘉尧，熊宇航23326745113606.pdf,招金矿业 181 56% 36 149% 43 48% 12 80%,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0035,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,洛阳钼业,10,钼|金|铜|铝|钨|镍|钴,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-PILOT-DOC-001,,,ana-data/cases/有色案例/converted/YS-SMALL-20260614-001_@刘奕町，@曾先毅，胡十尹11083365094199.txt,,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 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 矿 业 、 中国有色矿业、铜陵有色、 江西铜业。 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 减产、新投产产能出现，辽宁某电解铝企业复产产能陆续 释放，还有部分企业产能进行更正。需 求方,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0036,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,中国黄金,16,金|锡|铜|铝|锂,NUMERIC_OR_FACT_CONTEXT,YS-B3-DOC-0045,12,converted_text_page_12_company_scan,ana-data/cases/有色案例/converted/YS-CU-SMALL-20260615-030_马捷，石昆仑11920674936053.pdf.txt,ana-data/cases/有色案例/raw/YS-CU-SMALL-20260615-030_马捷，石昆仑11920674936053.pdf,中国黄金协会最新统计数据显示，2025 年前三季度，国内原料产金 271.782 吨，比,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0037,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,中国有色矿业,12,铜|钼|金|铝|锂|钴,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-B3-DOC-0084,6,converted_text_page_6_company_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-029_王小芃，李烁，于柏寒20329395121422.pdf.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-029_王小芃，李烁，于柏寒20329395121422.pdf,中国有色矿业 240 -12% - 0% 28 -1% - 0% 31 4 - - 17 2 - - 18 11 10,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0038,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,雅化集团,26,锂,NUMERIC_OR_FACT_CONTEXT,YS-B3-DOC-0011,1,converted_text_page_1_company_scan,ana-data/cases/有色案例/converted/@曾朵红，@阮巧燕4034485079957.txt,ana-data/cases/有色案例/raw/@曾朵红，@阮巧燕4034485079957,《雅化集团(002497)：2025 年业绩预,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0039,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,大中矿业,23,锂|金,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-B3-DOC-0292,36,converted_text_page_36_company_scan,ana-data/cases/有色案例/converted/ys_rareearth_magnet_20260616_027.pdf.txt,ana-data/cases/有色案例/raw/ys_rareearth_magnet_20260616_027.pdf,大中矿业 37.78 7.8 2483% 36 46 62 88 113 16 12 9 7 5 42%,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0040,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,金钼股份,13,钼|钨|锡|锂|钴,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-B3-DOC-0059,8,converted_text_page_8_company_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-024_杜飞17216935122581.pdf.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-024_杜飞17216935122581.pdf,7.95%)、赣锋锂业（ -8.16%)、图南股份（ -8.36%)、华友钴业（ -8.83%)、金钼股份（ -,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0041,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,磁性材料,14,稀土|银|锂|钴|钨,NUMERIC_OR_FACT_CONTEXT,YS-B3-DOC-0006,5,converted_text_page_5_company_scan,ana-data/cases/有色案例/converted/@华立，阎予露，孙雪琪36605745131886.txt,ana-data/cases/有色案例/raw/@华立，阎予露，孙雪琪36605745131886,出，分别 上涨 51% 、24% 、19% 、17% ，白银、磁性材料、稀土、金属新材料 板块分别上涨 14% 、,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0042,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,博迁新材,16,铜|钨|镍|锡,NUMERIC_OR_FACT_CONTEXT,YS-B3-DOC-0013,15,converted_text_page_15_company_scan,ana-data/cases/有色案例/converted/@胡十尹20546475130040.txt,ana-data/cases/有色案例/raw/@胡十尹20546475130040,2026/6/10 博迁新材 2026年4月14日，公司公告申扬投资拟以集中竞价交易和大宗交易的方式减持不超过公司1.72%,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0043,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,包钢股份,26,稀土,NUMERIC_OR_FACT_CONTEXT,YS-B3-DOC-0154,105,converted_text_page_105_company_scan,ana-data/cases/有色案例/converted/nonferrous_reports_065_@李鹏飞，@刘彦奇，@魏雨迪135383285116065.pdf.txt,ana-data/cases/有色案例/raw/nonferrous_reports_065_@李鹏飞，@刘彦奇，@魏雨迪135383285116065.pdf,"包钢股份 -854.82 2.22 7,284 13,052",NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0044,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,南山铝业,24,铝,NUMERIC_OR_FACT_CONTEXT,YS-B3-DOC-0084,6,converted_text_page_6_company_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-029_王小芃，李烁，于柏寒20329395121422.pdf.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-029_王小芃，李烁，于柏寒20329395121422.pdf,南山铝业 346 3% 91 1% 47 -2% 11 -35% 25 -1 22 -11 17 -1 14 -11 13 11 9,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0045,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,三元材料,18,锂|钴|镍,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-B3-DOC-0038,3,converted_text_page_3_company_scan,ana-data/cases/有色案例/converted/YS-CU-SMALL-20260615-023_熊可为13322504997804.pdf.txt,ana-data/cases/有色案例/raw/YS-CU-SMALL-20260615-023_熊可为13322504997804.pdf,图表 56： 三元材料月度产量（吨） ........................................................................................................... 18,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0046,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,盐湖股份,17,锂|钴|钨,NUMERIC_OR_FACT_CONTEXT,YS-B3-DOC-0038,6,converted_text_page_6_company_scan,ana-data/cases/有色案例/converted/YS-CU-SMALL-20260615-023_熊可为13322504997804.pdf.txt,ana-data/cases/有色案例/raw/YS-CU-SMALL-20260615-023_熊可为13322504997804.pdf,000792.SZ 盐湖股份 1735 32.8 28.8 22.8 18.2,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0047,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,中国有色金属,20,铜|钨,NUMERIC_OR_FACT_CONTEXT,YS-B3-DOC-0085,23,converted_text_page_23_company_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-030_王攀20381124969297.pdf.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-030_王攀20381124969297.pdf,资料来源：2020-2023 年《中国钨工业发展报告》 、中国有色金属工业网、湘财证券研究所,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0048,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,株冶集团,12,金|锡|锂|钨,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-B3-DOC-0084,8,converted_text_page_8_company_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-029_王小芃，李烁，于柏寒20329395121422.pdf.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-029_王小芃，李烁，于柏寒20329395121422.pdf,600961.SH 株冶集团 198 222 13% 48 70 46%,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0049,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,我国稀土,10,稀土|锡|钨|钼|锑,NUMERIC_OR_FACT_CONTEXT,YS-B3-DOC-0319,2,converted_text_page_2_company_scan,ana-data/cases/有色案例/converted/吴隆钢47222565084668.txt,ana-data/cases/有色案例/raw/吴隆钢47222565084668,我国稀土、钨、锡、钼、锑、镓、锗、铟、萤石、石墨等14种矿产储量居世界第一。,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0050,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,在新能源,12,锂|稀土|钴|铜,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-B3-DOC-0001,2,converted_text_page_2_company_scan,ana-data/cases/有色案例/converted/@刘伟洁，@张伟鑫12397885093904.txt,ana-data/cases/有色案例/raw/@刘伟洁，@张伟鑫12397885093904,增量， 在新能源车、 机器人等新兴领域的拉动下，26年镨钕有望维持紧平衡，,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0051,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,我们持续看好稀土,4,稀土|铜|锂|锡|钨|钼|锑|铝,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-B3-DOC-0207,1,converted_text_page_1_company_scan,ana-data/cases/有色案例/converted/nonferrous_weekly_028_贾宏坤，周古玥12825835114388.pdf.txt,ana-data/cases/有色案例/raw/nonferrous_weekly_028_贾宏坤，周古玥12825835114388.pdf,看，我们持续看好稀土金银铜铝锡钨钼锑锗镓钽铌铀铼锂等金属。,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0052,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,融捷股份,10,锂|银|钴|镍,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-B3-DOC-0086,5,converted_text_page_5_company_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-031_许正堃9816875115919.pdf.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-031_许正堃9816875115919.pdf,002716.SZ 湖南白银 -14.64 002192.SZ 融捷股份 -25.75 000633.SZ 合金投资 -22.75,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0053,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,若新能源,14,锂|钴|镍,NUMERIC_OR_FACT_CONTEXT,YS-B3-DOC-0150,13,converted_text_page_13_company_scan,ana-data/cases/有色案例/converted/nonferrous_reports_061_@万里扬，@倪吉6346605116934.pdf.txt,ana-data/cases/有色案例/raw/nonferrous_reports_061_@万里扬，@倪吉6346605116934.pdf,1、 硫磺供需格局收紧不及预期：若新能源需求增长对硫磺拉动不及预期，或传统农需下滑，将,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0054,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,全球新能源,16,稀土|锂,NUMERIC_OR_FACT_CONTEXT,YS-B3-DOC-0003,4,converted_text_page_4_company_scan,ana-data/cases/有色案例/converted/@刘岗，李梦娇23168035100344.txt,ana-data/cases/有色案例/raw/@刘岗，李梦娇23168035100344,图表 21 全球新能源汽车产量情况 ..................................................................................... 15,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0055,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,上游资源,10,金|钨|钼|铝,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-B3-DOC-0097,1,converted_text_page_1_company_scan,ana-data/cases/有色案例/converted/copper_aluminum_companies_008_@刘孟峦，@焦方冉4997655054533.pdf.txt,ana-data/cases/有色案例/raw/copper_aluminum_companies_008_@刘孟峦，@焦方冉4997655054533.pdf,上游资源端》 ——2024-08-22,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0056,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,公司资源,9,铜|锂|钴|镍,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-B3-DOC-0079,4,converted_text_page_4_company_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-024_李怡然，汤璐阳12891515076280.pdf.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-024_李怡然，汤璐阳12891515076280.pdf,表 1、 公司资源保有储量（截至 2025 年 12 月 31 日） .............................. 10,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0057,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,铂科新材,14,钨|锡,NUMERIC_OR_FACT_CONTEXT,YS-B3-DOC-0076,9,converted_text_page_9_company_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-021_冀泳洁73242465122556.pdf.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-021_冀泳洁73242465122556.pdf,中船特气(100 分位)、铂科新材(99.79 分位)、华特气体(99.79 分位)、和远气体(99.59 分位)、天,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0058,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,稀土开采和稀土冶炼,18,稀土,NUMERIC_OR_FACT_CONTEXT,YS-B3-DOC-0019,4,converted_text_page_4_company_scan,ana-data/cases/有色案例/converted/YS-CU-SMALL-20260615-004_@晏溶，熊颖13309334952716.pdf.txt,ana-data/cases/有色案例/raw/YS-CU-SMALL-20260615-004_@晏溶，熊颖13309334952716.pdf,且 8 月 22 日发布的《稀土开采和稀土冶炼分离,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0059,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,正极材料,9,镍|锂|钴|钨,NUMERIC_OR_FACT_CONTEXT,YS-B3-DOC-0003,2,converted_text_page_2_company_scan,ana-data/cases/有色案例/converted/@刘岗，李梦娇23168035100344.txt,ana-data/cases/有色案例/raw/@刘岗，李梦娇23168035100344,正极材料市占率领先及超高镍 9 系产品的技术壁垒。,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0060,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,根据中国有色金属,12,稀土|钨|铝,NUMERIC_OR_FACT_CONTEXT,YS-B3-DOC-0032,6,converted_text_page_6_company_scan,ana-data/cases/有色案例/converted/YS-CU-SMALL-20260615-017_张航20638605117036.pdf.txt,ana-data/cases/有色案例/raw/YS-CU-SMALL-20260615-017_张航20638605117036.pdf,根据中国有色金属工业协会统计，2024 年我国稀土产,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0061,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,新能源金属,12,锂|镍|钴,NUMERIC_OR_FACT_CONTEXT,YS-B3-DOC-0014,11,converted_text_page_11_company_scan,ana-data/cases/有色案例/converted/@芦哲，@潘京8708905112458.txt,ana-data/cases/有色案例/raw/@芦哲，@潘京8708905112458,新能源金属（锂、钴、镍、锰） 《矿产资源法实施条例》 （2026-06,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0062,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,关键小金属,3,铜|铝|锂|钴|镍|稀土,NUMERIC_OR_FACT_CONTEXT,YS-B3-DOC-0322,19,converted_text_page_19_company_scan,ana-data/cases/有色案例/converted/慧博智能投研59959085113282.txt,ana-data/cases/有色案例/raw/慧博智能投研59959085113282,2）战略性矿产产业：稀土、锂钴镍、铜铝、关键小金属,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0063,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,能源新材料,5,锂|钴|稀土|钨|钼,NUMERIC_OR_FACT_CONTEXT,YS-B3-DOC-0089,2,converted_text_page_2_company_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-034_马捷，石昆仑3723794921529.pdf.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-034_马捷，石昆仑3723794921529.pdf,[Table_Summary]  25 年Q1-Q3 能源新材料业务高速增长，市场需求持续扩张,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0064,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,石油化工,16,钼,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-B3-DOC-0007,22,converted_text_page_22_company_scan,ana-data/cases/有色案例/converted/@张夏，@陈星宇28263715078952.txt,ana-data/cases/有色案例/raw/@张夏，@陈星宇28263715078952,石油化工：4 月初原油价格达到顶点，美伊达成停火协议后油价震荡下行，目前美伊双方同意延长停火期限，但尚未,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0065,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,国内新能源,17,锡,NUMERIC_OR_FACT_CONTEXT,YS-B3-DOC-0006,45,converted_text_page_45_company_scan,ana-data/cases/有色案例/converted/@华立，阎予露，孙雪琪36605745131886.txt,ana-data/cases/有色案例/raw/@华立，阎予露，孙雪琪36605745131886,国内新能源汽车销量 （万辆） 1158.2 1388 1415 1486,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0066,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,优质资源,15,钼|钨|锑,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-B3-DOC-0024,11,converted_text_page_11_company_scan,ana-data/cases/有色案例/converted/YS-CU-SMALL-20260615-009_吴晋恺，王钦扬13690525126869.pdf.txt,ana-data/cases/有色案例/raw/YS-CU-SMALL-20260615-009_吴晋恺，王钦扬13690525126869.pdf,优质资源标的有望充分受益，推荐金钼股份，国城矿业。,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0067,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,亚洲金属,14,钴|镍,NUMERIC_OR_FACT_CONTEXT,YS-B3-DOC-0290,4,converted_text_page_4_company_scan,ana-data/cases/有色案例/converted/ys_rareearth_magnet_20260616_025.pdf.txt,ana-data/cases/有色案例/raw/ys_rareearth_magnet_20260616_025.pdf,资料来源：同花顺，亚洲金属网，国联民生证券研究所，注：本周来指 5 月 11 日-5 月 15 日,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0068,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,申万小金属,9,锂|稀土|钼,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-B3-DOC-0024,1,converted_text_page_1_company_scan,ana-data/cases/有色案例/converted/YS-CU-SMALL-20260615-009_吴晋恺，王钦扬13690525126869.pdf.txt,ana-data/cases/有色案例/raw/YS-CU-SMALL-20260615-009_吴晋恺，王钦扬13690525126869.pdf,本期（6.1-6.12，下同）申万小金属指数收 42033.51 点，环比上涨 7.29%，跑赢申万有色指数 7.36pcts，跑赢沪深,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0069,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,国内稀土,15,稀土,NUMERIC_OR_FACT_CONTEXT,YS-B3-DOC-0142,25,converted_text_page_25_company_scan,ana-data/cases/有色案例/converted/copper_aluminum_companies_053_甘嘉尧，熊宇航23326745113606.pdf.txt,ana-data/cases/有色案例/raw/copper_aluminum_companies_053_甘嘉尧，熊宇航23326745113606.pdf,➢ 但结合2024年稀土指标的发放结果，以及当前产业运行及市场预期的情况来看 ，国内稀土指标增速放缓或在中短期成为常态 ，进而从供给侧,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0070,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,其他小金属,10,钨|钼|锡,NUMERIC_OR_FACT_CONTEXT,YS-B3-DOC-0180,14,converted_text_page_14_company_scan,ana-data/cases/有色案例/converted/nonferrous_weekly_001_@华立，阎予露13364405115570.pdf.txt,ana-data/cases/有色案例/raw/nonferrous_weekly_001_@华立，阎予露13364405115570.pdf,其他小金属： 本周钨精 矿、镁锭、海绵钛、钼精矿分别 收于 415000 元/吨、 17400 元/吨、 5 万,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0071,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,云南铜业,13,铜|金,NUMERIC_OR_FACT_CONTEXT,YS-B3-DOC-0084,6,converted_text_page_6_company_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-029_王小芃，李烁，于柏寒20329395121422.pdf.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-029_王小芃，李烁，于柏寒20329395121422.pdf,"云南铜业 1,795 1% 530 -15% 13 3% 7 21% 3 0 4 1 1 -0 2 -0 32 12 11",NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0072,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,西部黄金,8,金|锡|银,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-B3-DOC-0142,20,converted_text_page_20_company_scan,ana-data/cases/有色案例/converted/copper_aluminum_companies_053_甘嘉尧，熊宇航23326745113606.pdf.txt,ana-data/cases/有色案例/raw/copper_aluminum_companies_053_甘嘉尧，熊宇航23326745113606.pdf,西部黄金 136 94% 5 63% 81 316% 5 1365%,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0073,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,继续推荐锑钴钨锡等战略金属,2,锂|钴|锡|钨|锑,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-B3-DOC-0020,8,converted_text_page_8_company_scan,ana-data/cases/有色案例/converted/YS-CU-SMALL-20260615-005_@晏溶，熊颖13375744945998.pdf.txt,ana-data/cases/有色案例/raw/YS-CU-SMALL-20260615-005_@晏溶，熊颖13375744945998.pdf,1. 碳酸锂价格短期或震荡运行，继续推荐锑钴钨锡等战略金属 ......................................................................................................9,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0074,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,紫金黄金,11,金|锡,HAS_BROKER_VIEW_OR_ORIGINAL_RECOMMENDATION,YS-B3-DOC-0013,6,converted_text_page_6_company_scan,ana-data/cases/有色案例/converted/@胡十尹20546475130040.txt,ana-data/cases/有色案例/raw/@胡十尹20546475130040,相关标的： 1）金：紫金黄金国际、万国黄金集团、中国黄金国际、山金国际、山东黄金、,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0075,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,碳纤维复合材料,6,铜|钨|铝|锂,NUMERIC_OR_FACT_CONTEXT,YS-B3-DOC-0121,2,converted_text_page_2_company_scan,ana-data/cases/有色案例/converted/copper_aluminum_companies_032_@韩强，@武雨桐，@穆少阳20704514889995.pdf.txt,ana-data/cases/有色案例/raw/copper_aluminum_companies_032_@韩强，@武雨桐，@穆少阳20704514889995.pdf,（2）高端装备、碳纤维复合材料： 公司的高端装备与碳纤维复合材料基于原有金,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0076,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,海亮股份,12,铜|钨,NUMERIC_OR_FACT_CONTEXT,YS-B3-DOC-0046,6,converted_text_page_6_company_scan,ana-data/cases/有色案例/converted/YS-SMALL-20260614-011_@王靖添，何贯嘉17109115120478.pdf.txt,ana-data/cases/有色案例/raw/YS-SMALL-20260614-011_@王靖添，何贯嘉17109115120478.pdf,【海亮股份】海亮股份已于 2026 年 1 月 30 日向香港联交所递交了公开发行 H 股股票并在其主板上,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0077,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,金银稀土,1,铜|铝|稀土|锡|钨|钼|锑,TEXT_CONTEXT,YS-B3-DOC-0326,1,converted_text_page_1_company_scan,ana-data/cases/有色案例/converted/贾宏坤，周古玥14047705030377.txt,ana-data/cases/有色案例/raw/贾宏坤，周古玥14047705030377,金银稀土（包括氧化钇）钨铜铝钼锑锗镓钽铌铀锡铼等金属。,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0078,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,西藏矿业,11,锂|铜,NUMERIC_OR_FACT_CONTEXT,YS-B3-DOC-0038,6,converted_text_page_6_company_scan,ana-data/cases/有色案例/converted/YS-CU-SMALL-20260615-023_熊可为13322504997804.pdf.txt,ana-data/cases/有色案例/raw/YS-CU-SMALL-20260615-023_熊可为13322504997804.pdf,000762.SZ 西藏矿业 141 27.0 -295 - -,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0079,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,稀有金属,8,钼|稀土|钨,NUMERIC_OR_FACT_CONTEXT,YS-B3-DOC-0033,9,converted_text_page_9_company_scan,ana-data/cases/有色案例/converted/YS-CU-SMALL-20260615-018_慧博智能投研56916825128110.pdf.txt,ana-data/cases/有色案例/raw/YS-CU-SMALL-20260615-018_慧博智能投研56916825128110.pdf,2009 年，日本出台《稀有金属保障战略》，,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00
YS-COMP-CARD-001-0080,ANA-YS-INDUSTRY-001,BATCH-001+BATCH-003,RUN-ANA-YS-COMPANY-CARD-001,电池材料,8,钨|钼|稀土,NUMERIC_OR_FACT_CONTEXT,YS-B3-DOC-0087,2,converted_text_page_2_company_scan,ana-data/cases/有色案例/converted/YS-WMO-SB-20260615-032_邱祖学，李挺10915245097015.pdf.txt,ana-data/cases/有色案例/raw/YS-WMO-SB-20260615-032_邱祖学，李挺10915245097015.pdf,2.1 电池材料、钨钼板块领跑，公司业绩稳步提升 ........................................................................................................................... 4,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_EXTERNAL_COMPANY_SOURCE,NEEDS_MODEL_OR_DISCLOSURE,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,DRAFT_TO_BE_FILLED,BUILD_COMPANY_SOURCE_CARD_FROM_REPORT_AND_ANNOUNCEMENT,DRAFT_FOR_REVIEW,2026-06-26T05:15:47+08:00