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碳中和概念股
1,906.716
+35.286
1.89%
手动刷新
涨家数:
34
跌家数:
10
平家数:
4
市盈率:
- -
高:
1,912.071
开:
1,889.604
低:
1,872.657
收:
1,871.430
成交量:
17.79亿
成交额:
196.66亿
市值:
4.85万亿
流通市值:
1.77万亿
数据加载中...
总览
新闻
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DoNews
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市场资讯
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数字水泥网
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15:11","pubTimestamp":1759216260,"startTime":"0","endTime":"0","summary":"大国重器,东风5C,打击范围,覆盖全球。那挽救我们钢铁行业的重器,又是谁呢?先说第一问题,世界上每生产10块钱的产品,就有3块钱来自中国。反内卷相比于2016年的供给侧改革,有一个非常明显的变化,就是避免过度强调减产和去产能。相信在不远的未来,中国钢铁不再是产量第一的代名词,而是高端、创新、有竞争力的世界标杆 —— 这才是反内卷最牛的长远价值!","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930152921954dca7b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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15:08","pubTimestamp":1759216112,"startTime":"0","endTime":"0","summary":"最近,有色金属板块走出一波气势如虹的五连涨,市场情绪被彻底点燃。而从铜、铝到锂、钴,甚至一路飙升至历史新高的黄金,这一系列现象背后,不仅是商品周期的轮动,更是全球宏观格局与科技产业变迁的集中体现。总之,有色金属的五连涨与黄金的历史新高,看似两条平行线,实则共同指向一个主题:我们正处在一个资源为王、科技驱动、风险交织的时代。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930155233a44e0ecc&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:59","pubTimestamp":1759215595,"startTime":"0","endTime":"0","summary":"数据上看,本周螺纹钢总库存为636.3万吨,小幅去库13.98万吨;本周表需虽然低于近三年同期水平,但也逐步改善。上周节前五大材呈现供需环比双增,库存由增转降的态势,其中螺纹钢表需环比上升,热卷表需环比下降。而从近三年超季节性维度对比,螺纹钢、热卷及五大材整体库存仍呈现逆季节性状态。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930151432a44df9c4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:58","pubTimestamp":1759215503,"startTime":"0","endTime":"0","summary":"2024年,全球煤炭需求攀至87.9亿吨,创历史新高。预计2025年全球煤炭贸易将出现收缩,这是自2020年新冠疫情暴发以来的首次,并将在2026年延续。2025年3月,印尼政府曾要求所有煤炭交易以每月更新两次的HBA基准价格为底价。除国内产量持续扩张与钢铁需求拉动外,煤炭贸易流向的转变亦在重塑印度煤炭供应格局,俄罗斯与澳大利亚在印度进口市场上的份额重占上风。今年以来,俄罗斯对印煤炭出口量较去年同期前8个月大幅攀升。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930160639a44e1786&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930160639a44e1786&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1178","BK1594","BK1538","01171","01088"],"gpt_icon":0},{"id":"2571432305","title":"中东资本,加速融入中国","url":"https://stock-news.laohu8.com/highlight/detail?id=2571432305","media":"DoNews","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2571432305?lang=zh_cn&edition=fundamental","pubTime":"2025-09-30 14:53","pubTimestamp":1759215221,"startTime":"0","endTime":"0","summary":"随着几大中东主权基金在中国设立办公司,中东资本将更加直接地触达中国市场。无极资本4月份获得阿布扎比金融监管局批准,正式取得金融牌照,成为全亚洲同类型企业中,首个获批阿布扎比金融牌照,并在当地设立办事处的机构。可以预见,未来中东财团们还将借力更多“无极资本”们,深度参与对中国各个产业的投资。可以看出,中东国家正通过资本为翘板,实现产业端的双向融合。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202509301503159719d281&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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月。声明:市场有风险,投资需谨慎。本文为AI基于第三方数据生成,仅供参考,不构成个人投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930145322a6a7cf65&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:14","pubTimestamp":1759212877,"startTime":"0","endTime":"0","summary":"格隆汇9月30日|花旗研究说,在周期性和结构性的推动下,黄金和白银可能会延续上涨趋势。结构性利好因素包括对美国债务、美元储备货币地位和美联储独立性的担忧。周期性的有利因素包括美国劳动力市场的持续疲软、对关税影响的担忧以及更广泛的全球经济增长担忧。由于太阳能光伏市场的强劲需求,白银仍处于持续的实物短缺状态。花旗将黄金三个月前的预期从每盎司3800美元上调至4000美元,白银从每盎司45.00美元上调至55.00美元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930141654954daf31&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:03","pubTimestamp":1759212197,"startTime":"0","endTime":"0","summary":"环卫科技网注意到,包括光大环境、伟明环保、瀚蓝环境、三峰环境在内的14家环境、固废企业进入榜单。“全球新能源企业500强”榜单由中国能源报和中国能源经济研究院共同推出,以其科学性、客观性成为衡量全球新能源企业发展态势的重要风向标。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930141413a6a7beea&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:13","pubTimestamp":1759209239,"startTime":"0","endTime":"0","summary":"9月30日,有色金属板块全线走强,能源金属、工业金属、小金属等板块大涨,华锡有色、锡业股份、华友钴业等多股涨停。二是美联储9月份如期降息,市场预期新一轮降息周期开启。对于有色金属板块各细分板块的投资机会,天风证券表示,作为全球定价品种,铜、铝等工业金属长期需求稳健增长。此外,工业金属板块的估值处于偏低的水平,亦有向上修复的空间。EPS与PE双击的有色牛市正在启动。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930095635a6a75223&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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12:44","pubTimestamp":1759207440,"startTime":"0","endTime":"0","summary":"2025年公司外购煤量年度计划约1.311亿吨,上半年完成4300万吨,完成年度计划的32.8%。 对于二季度业绩改善的情况,中国神华介绍到,今年4月份以来,煤炭市场价格快速下降。 2025年上半年,中国神华完成杭锦能源大雁矿、扎尼河露天矿、敏东一矿和塔然高勒煤矿的资产注入,增加保有资源量38.2亿吨,大幅提升了公司的煤炭资源储备。截至2025年6月末,中国神华保有煤炭资源量415.8亿吨。 此外,中国神华还介绍了近期大规模收购的原因所在。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/cn/2025-09-30/doc-infshafs8031888.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK0188","BK1178","BK0006","BK1538","BK0015","LU0287142896.SGD","601088","01088","BK1505","BK0196","BK0012","BK1594","LU0173614495.USD","BK0179","BK0187","BK0028","BK0266","BK0010"],"gpt_icon":0},{"id":"2571311467","title":"全球海运动力煤和冶金煤市场呈现出不同的演进趋势","url":"https://stock-news.laohu8.com/highlight/detail?id=2571311467","media":"中国煤炭经济研...","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2571311467?lang=zh_cn&edition=fundamental","pubTime":"2025-09-30 12:41","pubTimestamp":1759207270,"startTime":"0","endTime":"0","summary":"2024年,全球海运冶金煤和动力煤贸易量达到创纪录水平,但今年以来,由于世界主要市场的需求较为温和,给市场价格带来了较大的下行压力。冶金煤供需趋势8月份,受美国和加拿大港口问题以及价格疲软的影响,全球海运冶金煤出口量同比暴跌11%,降至2190万吨。截至8月底,今年以来的全球海运冶金煤发运量累计为1.8亿吨,同比下降13%,凸显了物流中断、矿山关闭和价格疲软对全球冶金煤贸易流通的持续影响。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930130836a44dc11a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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12:23","pubTimestamp":1759206232,"startTime":"0","endTime":"0","summary":"美国总统特朗普特朗普政府2.0时代,国际金价屡创历史新高,目前已累计上涨近45%,是全球表现最好的主流资产。高盛甚至认为,金价在极端情况下,未来可能会涨至5000美元。特朗普政府与金价自2025年1月上台以来,特朗普政府内外政策共同作用,推动国际金价飙涨。摩根大通预计金价将在2025年第四季度达到3800美元,并在2026年第一季度突破4000美元大关。德银则表示,金价到2026年全年均价达4000美元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930122445954d8313&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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12:17","pubTimestamp":1759205824,"startTime":"0","endTime":"0","summary":"9月29日,宁夏回族自治区工业和信息化厅发布《关于宁夏诺力环保 新材料有限公司产能置换至宁夏国大水泥有限公司水泥熟料生产线 拆除的公告》称,按照工业和信息化部《水泥玻璃行业产能置换实施办法》有关要求,经现场核查验收,宁夏诺力环保新材料有限公司产能出让转移至宁夏国大水泥有限公司的水泥熟料生产线,主体设备已拆除,不具备恢复生产熟料能力,现予公告。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930132315a44dc77b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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向新而生”年度管理主题,聚焦改革任务和经营目标,以党建品牌建设为抓手,在降本增效、质量提升、市场开拓等方面持续破局攻坚,顶住行业需求萎缩、价格下行的逆势环境,经营质效显著提升。为扭转不利局面,南宁产业园通过推进区域行业协同、打通跨区域销售渠道等途径,保障产品销量实现增长。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930132314a44dc77a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:35","pubTimestamp":1759203352,"startTime":"0","endTime":"0","summary":"每经AI快讯,港股赣锋锂业再涨超6%,截至发稿,涨5.84%,报42.04港元,成交额8.68亿港元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202509303527320858.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202509303527320858.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK4614","BK1592","SG9999003461.SGD","BK1594","SG9999006597.SGD","HSTECH","YANG","BK1509","01772","BK1190","BK1129","HSCEI"],"gpt_icon":0}],"pageSize":20,"totalPage":58,"pageCount":3,"totalSize":1158,"code":"91000000","status":"200"}]}}