股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年8月31日 狀態: 新提交 FF301 致：香港交易及結算所有限公司 公司名稱: 新疆新鑫礦業股份有限公司 呈交日期: 2025年9月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 03833 | 說明 | H股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 950,580,000 | RMB | | 0.25 | RMB | | 237,645,000 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 950,580,000 | RMB | | 0.25 | RMB | | 237,645,000 | FF3 ...

Group 1 - Xinjiang Xinxin Mining (03833) experienced a significant stock price increase of 22% yesterday and continued to rise over 5% in the afternoon today, currently trading at 1.83 HKD with a trading volume of 32.1364 million HKD [2] - Market concerns regarding nickel supply have been heightened due to recent events in Indonesia, although the core conflict is not directly affecting major nickel production areas [2] - Futures analysis indicates that there is an expectation of overall nickel supply surplus by 2025, with improvements in Indonesian nickel ore supply but ongoing policy disruptions [2] Group 2 - Nickel prices are currently supported by emotional market sentiment, but this upward trend may lack sustainability unless the conflict escalates to impact major production areas [2] - Domestic stainless steel demand is relatively strong, providing support for nickel pig iron prices, which are expected to stabilize in the short term [2]

Group 1 - Xinjiang Xinxin Mining (03833) experienced a significant stock price increase, rising 22% yesterday and over 5% in the afternoon today, with a current price of 1.83 HKD and a trading volume of 32.1364 million HKD [1] - Mysteel reported that recent events in Indonesia have raised supply concerns in the nickel market, leading to heightened investor anxiety, although the conflict has not directly impacted major nickel production areas [1] - According to Fangzheng Zhongqi Futures, there is an ongoing expectation of overall nickel supply surplus by 2025, with improvements in Indonesian nickel ore supply but ongoing policy disruptions [1] Group 2 - The report indicates that unless the conflict in Indonesia escalates to affect major production areas, the current emotional price increase in nickel may lack sustained momentum [1] - Nickel pig iron prices are supported by production cost stability, and there are domestic and international production cut disruptions, alongside a relatively strong demand for stainless steel in the domestic market [1] - The approval process for nickel quotas is expected to revert from three years to one year in 2026, with a focus on stricter enforcement against illegal mining activities [1]

Summary of Key Points Core Viewpoint - As of September 1, a total of 110 stocks reached their 52-week highs, with notable performances from Hejia Holdings (33.33%), International Commercial Settlement (30.00%), and Xinjiang Xinmin Mining (24.16%) [1]. 52-Week Highs - Hejia Holdings (00704) closed at 0.217 with a peak of 0.280, achieving a high rate of 33.33% [1]. - International Commercial Settlement (00147) reached a closing price of 0.430 and a high of 0.455, marking a 30.00% increase [1]. - Xinjiang Xinmin Mining (03833) had a closing price of 1.770 and a peak of 1.850, resulting in a 24.16% high rate [1]. - Other notable stocks include: - Shuoao International (02336) at 22.38% [1] - Sanleaf Bio-B (02197) at 16.00% [1] - Wanka Yilian (01762) at 13.08% [1] 52-Week Lows - INTL Genius (00033) recorded a low rate of -14.89% with a closing price of 0.410 [3]. - Junan Holdings (01559) saw a decline of -14.10%, closing at 0.069 [3]. - Other significant declines include: - Kuangshi Fragrance (01925) at -8.41% [3] - Baida Group Holdings (08179) at -8.33% [3] - Shimao Group (00813) at -7.58% [3]

Group 1 - Xinjiang Xinxin Mining (03833) saw its stock price increase by over 25%, currently trading at 1.78 HKD with a transaction volume of 55.9 million HKD [1] - The company reported a mid-year revenue of approximately 1.118 billion CNY, representing a year-on-year increase of about 4.9% [1] - The net profit attributable to shareholders was approximately 71.6 million CNY, showing a significant year-on-year decline of about 50.2% [1] Group 2 - During the reporting period, the company produced 6,030 tons of electrolytic nickel, which is an increase of approximately 26.7% year-on-year [1] - Sales of electrolytic nickel reached 5,672 tons, marking a year-on-year increase of approximately 29.6% [1] - The production of cathode copper was 3,815 tons, reflecting a year-on-year decrease of about 7.0%, while sales of cathode copper increased by 51.6% to 4,559 tons [1] Group 3 - On August 30, the Chinese Embassy in Indonesia reported large-scale protests in cities like Jakarta [1] - Guotai Junan Futures indicated that the Indonesian government might shorten the RKAB approval cycle from three years to one year, urging companies to resubmit their 2026 RKAB budgets by October 2025 [1] - Potential delays in approvals or nickel ore replenishment actions could limit the downward price pressure on nickel in the second half of the year, providing high price support from the mining sector [1]

Group 1 - Xinjiang Xinxin Mining (03833) saw its stock price increase by over 25%, currently trading at 1.78 HKD with a transaction volume of approximately 55.9 million HKD [1] - The company reported a mid-year revenue of approximately 1.118 billion RMB, a year-on-year increase of about 4.9%, while the net profit attributable to shareholders was approximately 71.6 million RMB, a decline of about 50.2% year-on-year [1] - During the period, the group produced 6,030 tons of electrolytic nickel, an increase of approximately 26.7% year-on-year, and sold 5,672 tons, an increase of approximately 29.6% year-on-year [1] Group 2 - The group produced 3,815 tons of cathode copper, a decrease of approximately 7.0% year-on-year, while sales of cathode copper reached 4,559 tons, an increase of approximately 51.6% year-on-year [1] - There are ongoing large-scale protests in Jakarta and other cities in Indonesia, which may impact the nickel market sentiment [1] - Guotai Junan Futures indicated that the Indonesian government might shorten the RKAB approval cycle from three years to one year, which could affect nickel prices and supply dynamics in the second half of the year [1]

Core Points - Xinjiang Xinxin Mining (03833.HK) reported a consolidated revenue of RMB 1.1179 billion for the first half of 2025, representing a year-on-year increase of 4.9% [1] - The net profit attributable to shareholders decreased by 50.2% to RMB 71.6 million compared to the same period last year [1] - The significant decline in net profit is primarily attributed to a decrease in the average selling price of electrolytic nickel, which was approximately RMB 110,688 per ton, down 10.9% from RMB 124,230 per ton in the previous year [1] - Increased production costs were also a factor, mainly due to the use of externally sourced nickel concentrate during the production process [1] - Basic earnings per share attributable to shareholders were RMB 0.032, down from RMB 0.065 in the same period last year, a decrease of RMB 0.033 per share [1] - The board of directors does not recommend the distribution of an interim dividend for 2025 [1] Related Events - Xinjiang Xinxin Mining (03833.HK) will hold a board meeting on August 29 to approve the interim results [1]

Core Points - Xinjiang Xinxin Mining (03833) announced the appointment of non-executive director Mr. Chen Yin as the chairman of the company's ESG committee, effective from August 29, 2025, until October 13, 2026, which marks the end of the seventh board term [1] - The company also appointed executive director Mr. Li Jiangping as a member of the ESG committee, with the same effective dates as Mr. Chen [1] - Due to personal business commitments, non-executive director Mr. Chen Yin will resign from his role as the company's authorized representative on August 29, 2025, and the board has announced that executive director Mr. Li Jiangping will take over this role until October 13, 2026 [1]

Group 1 - Xinjiang Xinxin Mining (03833) announced that Li Jiangping has been appointed as the executive director of the seventh board of directors, effective from August 29, 2025, until October 13, 2026, when the seventh board term ends [1] - Qi Xinhui will no longer serve as a non-executive director and chairman of the board's ESG committee as of the date of this announcement [1] - Chen Yin has been transferred from executive director to non-executive director, with a service contract effective from August 29, 2025, to October 13, 2026 [1]

Core Insights - Xinjiang Xinxin Mining (03833) reported a significant decline in net profit attributable to shareholders, amounting to approximately 71.6 million yuan, representing a year-on-year decrease of about 50.2% [1] - The company's revenue for the six months ending June 30, 2025, was approximately 1.118 billion yuan, reflecting a year-on-year increase of about 4.9% [1] Financial Performance - The net profit for the period was approximately 68 million yuan, showing a year-on-year decline of about 47.8% [1] - Basic earnings per share were reported at 0.032 yuan [1] Production and Sales - The production of electrolytic nickel reached 6,030 tons, an increase of approximately 26.7% compared to 4,757 tons in the same period last year [1] - The production of cathode copper was 3,815 tons, a decrease of about 7.0% from 4,102 tons year-on-year [1] - Sales of electrolytic nickel amounted to 5,672 tons, marking a year-on-year increase of approximately 29.6% from 4,378 tons [1] - Sales of cathode copper were 4,559 tons, which is a significant increase of about 51.6% compared to 3,008 tons in the previous year [1]