Market Overview - The steel raw materials sector experienced a decline of 1.85% on January 20, with Fangda Carbon leading the drop [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] Individual Stock Performance - Guangdong Mingzhu saw an increase of 2.36%, closing at 8.68, with a trading volume of 567,700 shares and a transaction value of 486 million yuan [1] - Baodi Mining increased by 1.54%, closing at 7.89, with a trading volume of 203,100 shares and a transaction value of 158 million yuan [1] - Steel Titanium Co. rose by 0.85%, closing at 3.56, with a trading volume of 2,017,800 shares and a transaction value of 709 million yuan [1] - Other stocks like Erdos, Jinling Mining, and Dazhong Mining experienced declines of 1.19%, 1.57%, and 1.94% respectively [1] Capital Flow Analysis - The steel raw materials sector saw a net outflow of 149 million yuan from main funds, while retail investors contributed a net inflow of 127 million yuan [1] - Dazhong Mining had a main fund net inflow of 16.29 million yuan, but a retail net outflow of 26.49 million yuan [2] - Fangda Carbon experienced a significant main fund net outflow of 1.19 billion yuan, with retail investors contributing a net inflow of 72.09 million yuan [2]

Group 1 - The steel raw materials sector increased by 2.99% compared to the previous trading day, with Guangdong Mingzhu leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] - Key stocks in the steel raw materials sector showed varied performance, with Guangdong Mingzhu rising by 9.99% to a closing price of 8.48, and Hebei Steel Resources declining by 1.62% to a closing price of 24.23 [1] Group 2 - The net inflow of main funds in the steel raw materials sector was 15.71 million yuan, while retail funds saw a net inflow of 21.07 million yuan [1] - Major stocks like Dazhong Mining and Guangdong Mingzhu experienced significant net inflows from main funds, with Dazhong Mining receiving 56.14 million yuan [2] - Retail investors showed a mixed response, with some stocks like Dazhong Mining and Guangdong Mingzhu facing net outflows from retail funds [2]

Core Viewpoint - Guangdong Mingzhu (sh600382) experienced a trading halt on January 19, 2026, with a closing price of 8.48 yuan, reflecting a 9.99% increase, and a total market capitalization of 5.889 billion yuan [1] Group 1: Company Performance - The subsidiary Mingzhu Mining achieved significant performance growth, with iron concentrate production and sales increasing by 212.49% year-on-year, leading to a projected net profit increase of 858%-1071% for the first three quarters [2] - The company's non-recurring net profit is expected to grow by 428%-545%, indicating a substantial improvement in the profitability of its core business [2] Group 2: Dividend Policy and Governance - Guangdong Mingzhu has established a clear cash dividend policy, proposing a distribution of 2 yuan per 10 shares, resulting in a dividend payout ratio of 55.48%, which enhances investor appeal through stable returns [2] - The company has revised 38 governance policies and eliminated the supervisory board, reflecting a proactive response to new regulations and an intention to optimize governance structure, thereby improving decision-making efficiency [2] Group 3: Market Conditions - The iron ore mining sector has seen a recovery in capital flow and increased demand due to infrastructure needs, positively impacting market demand for iron ore products [2] - On the same day, January 19, 2026, other related stocks in the industry also experienced varying degrees of price increases, indicating a sector-wide momentum [2] Group 4: Technical Indicators - Technical indicators such as MACD golden cross and BOLL channel breakout may attract technical investors, contributing to the stock's performance [2] - There was a significant inflow of capital into Guangdong Mingzhu on the day of the trading halt, further supporting the stock price increase [2]

证券之星消息，1月15日冶钢原料板块较上一交易日下跌0.29%，大中矿业领跌。当日上证指数报收于 4112.6，下跌0.33%。深证成指报收于14306.73，上涨0.41%。冶钢原料板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000629 | 钢钛股份 | 8781.95万 | 9.26% | 251.69万 | 0.27% | -9033.64万 | -9.53% | | 601121 | 宝地矿业 | 1625.53万 | 9.37% | -1319.57万 | -7.61% | -305.96万 | -1.76% | | 600382 | XD广东明 | 721.63万 | 4.99% | 259.68万 | 1.80% | -981.31万 | -6.79% | | 000655 | 金岭矿业 | 714.52万 | 4.39% | -262.30万 | -1.61% | -45 ...

Core Viewpoint - Guangdong Mingzhu Group Co., Ltd. announced a cash dividend distribution of 0.20 yuan per share (including tax) for the first three quarters of 2025, approved by the board on December 18, 2025 [1]. Summary by Sections Dividend Distribution - The cash dividend distribution is set at 2.00 yuan for every 10 shares, totaling approximately 129.66 million yuan (including tax) based on a total share count of 648,317,121 shares after excluding shares held in the repurchase account [3]. - The cash dividend per share, after adjustments, is approximately 0.19 yuan [3][5]. Eligible Shareholders - The distribution applies to all shareholders registered with the China Securities Depository and Clearing Corporation Limited Shanghai Branch as of the close of trading on the day before the equity registration date [2]. - Shares held in the company's repurchase account will not participate in this dividend distribution [2][7]. Implementation Details - The cash dividends will be distributed through the clearing system of China Securities Depository and Clearing Corporation Limited, with shareholders able to collect their dividends at their designated securities firms on the payment date [6]. - For major shareholders, dividends will be distributed directly by the company, with specific arrangements for performance compensation commitments [7]. Taxation Information - Individual shareholders holding shares for over one year will not be subject to personal income tax on dividends, while those holding for less than one year will have taxes withheld upon stock transfer [8]. - Qualified Foreign Institutional Investors (QFIIs) will have a 10% withholding tax applied, resulting in a net dividend of 0.18 yuan per share [9][10].

（文章来源：证券日报） 证券日报网讯 1月7日，广东明珠发布公告称，广东明珠2025年前三季度利润分配方案：A股每股派发现 金红利0.20元（含税），股权登记日2026年1月14日，除权除息日及红利发放日均为2026年1月15日。 ...

广州市天河区珠江东路 32 号利通广场 29 层 邮编/Zip Code:510623 电话/Tel:86-020-37392666 传真/Fax:86-020-37392826 电子邮箱/E-mail：kdgzlaw@163.com 北京 西安 深圳 海口 上海 广州 杭州 沈阳 南京 天津 菏泽 成都 苏州 呼和浩特 香港 武汉 郑州 长沙 北京市康达（广州）律师事务所 关于广东明珠集团股份有限公司 差异化分红事项之 法 律 意 见 书 康达（广州）法意字〔2025〕337 号 二〇二五年十二月 法律意见书 释 义 在本法律意见书中，除非另有说明，以下简称或用语具有以下含义： | 广东明珠/公司/上市公司 | 指 | 广东明珠集团股份有限公司 | | --- | --- | --- | | 本次差异化分红 | | 广东明珠 2025 年前三季度利润分配所涉及的 | | | | 差异化分红 | | 《上市规则》 | | 《上海证券交易所股票上市规则（2025 年 4 | | | 指 | 月修订）》 | | 《回购规则》 | 指 | 《上市公司股份回购规则（2025 修订）》 | | 《证券法》 | 指 | ...

广东明珠集团股份有限公司 2025年前三季度权益分派实施公告 证券代码：600382 证券简称：广东明珠 公告编号：2026-001 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担法律责任。 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2026/1/14 | － | 2026/1/15 | 2026/1/15 | 差异化分红送转： 是 一、 通过分配方案的股东会届次和日期 本次利润分配方案经公司2025 年 12 月 18 日的2025年第三次临时股东会审议 通过。 二、 分配方案 1. 发放年度：2025年前三季度 重要内容提示： 每股分配比例 A 股每股现金红利0.20元（含税） 相关日期 2. 分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引 ...

Core Viewpoint - Guangdong Mingzhu (600382.SH) announced a cash dividend distribution plan for the first three quarters of 2025, indicating a commitment to returning value to shareholders through cash dividends [1] Summary by Sections Dividend Distribution - The company will distribute a cash dividend of 2.00 yuan (including tax) for every 10 shares held, totaling 129,663,424.20 yuan (including tax) to all shareholders [1] - The total share base for the distribution is calculated as 648,317,121 shares, after deducting 46,090,968 shares held in the repurchase account from the total share capital of 694,408,089 shares [1] Key Dates - The record date for the dividend distribution is set for January 14, 2026, while the ex-dividend date is January 15, 2026 [1]

从资金流向上来看，当日冶钢原料板块主力资金净流出5701.11万元，游资资金净流入1369.19万元，散户 资金净流入4331.92万元。冶钢原料板块个股资金流向见下表： 证券之星消息，1月5日冶钢原料板块较上一交易日上涨1.45%，鄂尔多斯领涨。当日上证指数报收于 4023.42，上涨1.38%。深证成指报收于13828.63，上涨2.24%。冶钢原料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600295 | 鄂尔多斯 | 13.00 | 5.18% | 25.43万 | 3.27亿 | | 000629 | 钢钛股份 | 3.21 | 3.55% | 166.41万 | 5.33 Z | | 600382 | 广东明珠 | 7.30 | 2.38% | - 14.01万 | 1.02亿 | | 000655 | 等龄矿业 | 9.72 | 2.32% | 10.33万 | 9985.46万 | | 000923 | 河钢资源 | 21.38 | 0.99% | 1 ...