智通财经APP获悉，中国白银集团(00815)涨超4%，截至发稿，涨2.94%，报0.7港元，成交额530.09万港元。
消息面上，在今日早盘交易中，现货白银涨至每盎司65美元以上，突破此前纪录高位，创2025年大宗商品中最强劲的反弹之一。据全球调查显示，白银市场连续第五年出现结构性短缺，原因是开采产出仍然受限，而可再生能源、电子产品和其他工业部门的消费继续扩大。国信期货分析师指出，随着新能源、电子制造等产业的快速发展，白银的工业应用场景持续拓宽，加剧市场对白银供需缺口的担忧，吸引资金基于中长期逻辑进行布局。
光大期货表示，周二晚间将公布非农就业数据，或指引未来美联储货币政策，审慎乐观看待。白银仍保持强势，虽有金银比回归预期，但连创新高且快速拉涨之势大有挤仓意味，关注近期的消息面。中金认为，2025年国际贸易局势打破全球宏观环境稳态，受益于不确定性环境中的确定性溢价，国际金价、银价双双上涨。与过去三年有所不同的是，今年贵金属价格强势突破由以欧美ETF为代表的周期性购买需求主导，市场表现为白银涨幅反超黄金。
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