2025年9月16日，公司在上海证券交易所披露《关于收购Peak Rare Earths Limited股权的进展公告》（公告编号：临2025-052），盛和新加坡收购匹克公司 股权的事项获得匹克公司股东会审议通过。 证券代码：600392 证券简称：盛和资源 公告编号：2025-055 盛和资源控股股份有限公司 关于收购Peak Rare Earths Limited 股权的进展公告 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个别及连带责任。 盛和资源控股股份有限公司（以下简称"公司"）于 2025 年 5 月 14 日召开第 九届董事会第三次会议，审议通过了《关于控股公司赣州晨光稀土新材料有限公司 拟收购 Peak Rare Earths Limited 股权的议案》，同意公司全资子公司赣州晨光 稀土新材料有限公司（以下简称"晨光稀土"）与 Peak Rare Earths Limited（以 下简称"匹克公司"）签署《Scheme Implementation Deed》（以下简称"《方案 实施契约》"）及相关协议附件，约定晨 ...

盛和资源公告，2025年9月30日，盛和新加坡收购匹克公司100%股权事项已完成股权收购价款支付和股 权交割。此次交易价格为1.95亿澳元，折合人民币约9.16亿元。匹克公司100%股权的作价由1.58亿澳元 调整为1.95亿澳元。 ...

新华财经北京9月30日电新华财经和面包财经研究员梳理公开资料显示，受益于产品价格上涨，2025 年上半年申万有色金属行业141家企业2025年上半年合 计实现营收1.82万亿元，同比增长6.49%；归母净利润合计953.63亿元，同比增长36.55%。 江西铜业、紫金矿业、中国铝业的营收规模居前，超七成有色金属行业公司营收同比实现增长。归母净利润方面，超六成有色金属企业2025年上半年归母净 利润同比实现增长。盛和资源、天齐锂业等十余家有色金属企业实现扭亏为盈。 毛利率方面，A股有色金属企业2025年上半年平均毛利率约17.71%，同比上升0.14个百分点。招金黄金、晓程科技、四川黄金等公司毛利率同比上升幅度居 前。 超九成公司上半年盈利 财报数据显示，按照申万行业分类，A股有色金属行业141家企业2025年上半年合计实现营收1.82万亿元，同比增长6.49%；归母净利润合计953.63亿元，同 比增长36.55%。 图1：有色金属行业2025年上半年营收居前的公司 | 601899.SH | 紫金矿业 | 1,677.11 | | | --- | --- | --- | --- | | 601600.SH ...

沪指9月29日上涨0.90%，申万所属行业中，今日上涨的有26个，涨幅居前的行业为非银金融、有色金 属，涨幅分别为3.84%、3.78%。有色金属行业位居今日涨幅榜第二。跌幅居前的行业为煤炭、银行， 跌幅分别为0.84%、0.46%。 600531 豫光金铅 4.21 8.44 5702.88 有色金属行业资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 300748 | 金力永磁 | -0.43 | 3.64 | -9806.24 | | 600392 | 盛和资源 | -1.68 | 5.83 | -9738.16 | | 000657 | 中钨高新 | -0.43 | 4.67 | -9499.65 | | 300127 | 银河磁体 | 0.37 | 11.39 | -9346.83 | | 601609 | 金田股份 | -1.33 | 5.34 | -8688.34 | | 002295 | 精艺股份 | -9.70 | 24.29 | -7065.41 | | 000408 ...

Core Insights - The article highlights the strong performance of the non-ferrous metal sector, particularly the increase in the price of copper and aluminum, driven by supply disruptions and demand recovery [1][2] Group 1: Market Performance - The non-ferrous metal ETF showed a stable performance with a 1.5% increase in price and a transaction volume of 1.4755 million yuan, bringing the fund's total size to 303 million yuan [1] - Key stocks such as Baiyin Nonferrous, Guiyan Platinum, and Xingye Silver Tin saw significant gains of 3.6%, 3.23%, and 2.92% respectively, while Shenghe Resources experienced a decline of 1.41% [1] Group 2: Supply and Demand Dynamics - The Grasberg copper mine, the second largest globally, has halted production due to an accident, leading Freeport to project a significant decrease in copper sales by Q4 2025 and a potential 35% drop in production in 2026, exacerbating supply tightness [1] - The aluminum sector is witnessing a positive trend with successful technological advancements in aluminum alloy materials for automotive applications, recognized by high-end clients like BMW and Mercedes, which is expected to drive industry transformation [1] Group 3: Price Outlook - Tianfeng Securities indicates a bullish sentiment in the copper market, with prices expected to continue rising due to supply-demand dynamics and a favorable outlook for aluminum prices supported by inventory reductions and seasonal demand [1][2] - The cobalt sector is facing increased prices due to export bans and quota policies from the Democratic Republic of Congo, leading to a tightening of raw material supply [2]

证券代码：600392 证券简称：盛和资源 公告编号：临2025-054 盛和资源控股股份有限公司 关于办公地址变更的公告 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、完整性承担个别及连带责任。 特此公告。 盛和资源控股股份有限公司董事会 2025年9月29日 盛和资源控股股份有限公司(以下简称"公司") 办公地址已于近日由"成都市高新区盛和一路66号城南天 府7楼"变更为"成都市双流区怡腾路399号"，邮政编码由"610041"变更为"610200"。 本次变更后公司最新联系方式如下: 办公地址：成都市双流区怡腾路399号 邮政编码：610200 除上述变更内容外，公司网址、投资者咨询电话、传真、电子邮箱及注册地址等其他联系方式均保持不 变，敬请广大投资者注意上述变更事项。 ...

Investment Rating - The report maintains a positive outlook on copper, aluminum, and precious metals, indicating a high level of market activity and potential for growth in these sectors [13][16]. Core Insights - Copper prices have surged due to unexpected production cuts, leading to significant supply shortages and rapid price increases [13]. - Aluminum is showing signs of recovery with inventory levels decreasing and downstream processing rates improving, suggesting a potential for sustained high profitability [15]. - Precious metals, particularly gold, are expected to rise further due to market anticipation of continuous interest rate cuts [16]. Summary by Sections Copper - This week, LME copper price increased by 2.09% to $10,205.00 per ton, while Shanghai copper rose by 3.20% to 82,500 yuan per ton [14]. - Supply side: The import copper concentrate processing fee index rose to -$40.36 per ton; national copper inventory decreased by 4,400 tons to 140,100 tons [14]. - Consumption side: Brass rod enterprises' operating rate was 48.49%, showing a slight increase of 0.71 percentage points [14]. Aluminum - This week, LME aluminum price decreased by 1.01% to $2,649.00 per ton, and Shanghai aluminum fell by 0.24% to 20,700 yuan per ton [15]. - Supply side: Electrolytic aluminum ingot inventory in major consumption areas dropped by 21,000 tons to 617,000 tons [15]. - Demand side: Downstream processing enterprises' operating rate increased by 0.8 percentage points to 63.0%, driven by pre-holiday stocking [15]. Precious Metals - This week, COMEX gold price rose by 0.23% to $3,789.80 per ounce, with SPDR gold holdings increasing by 5.15 tons to 1,005.72 tons [16]. - The market is experiencing fluctuations due to U.S. tariffs and escalating geopolitical risks, contributing to a volatile trading environment [16]. Rare Earths - The price of praseodymium and neodymium oxide decreased, while the export volume of magnetic materials saw significant growth [32]. - Domestic rare earth separation enterprises are preparing for production halts, indicating potential supply constraints [32]. Antimony - Antimony ingot price is at 174,900 yuan per ton, showing a decrease of 2.26% [33]. - The demand for antimony is expected to recover as the photovoltaic glass market stabilizes [33]. Molybdenum - Molybdenum concentrate price is 4,450 yuan per ton, with a slight decrease of 0.45% [34]. - The demand for molybdenum is expected to rise as major steel mills resume procurement [34]. Tin - Tin ingot price increased by 1.74% to 273,700 yuan per ton, with inventory decreasing by 6.14% [35]. - The supply-demand dynamics are favorable, supported by strong inventory levels and demand from the semiconductor sector [35].

证券代码：600392 证券简称：盛和资源 公告编号：临 2025-054 盛和资源控股股份有限公司 2025 年 9 月 29 日 本次变更后公司最新联系方式如下: 办公地址：成都市双流区怡腾路399号 邮政编码：610200 除上述变更内容外，公司网址、投资者咨询电话、传真、电子邮箱及注册地 址等其他联系方式均保持不变，敬请广大投资者注意上述变更事项。 特此公告。 盛和资源控股股份有限公司董事会 关于办公地址变更的公告 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、完整性承担个别及连带责任。 盛和资源控股股份有限公司(以下简称"公司") 办公地址已于近日由"成 都市高新区盛和一路66号城南天府7楼"变更为"成都市双流区怡腾路399号"， 邮政编码由"610041"变更为"610200"。 ...

证券日报网讯盛和资源（600392）9月26日在互动平台回答投资者提问时表示，公司将锚定战略目标， 持续在全球范围内跟踪并实施优质的资源项目，推动公司向资源控股型上市公司转型升级。 ...

Core Viewpoint - The company, Shenghe Resources, has provided production forecasts for zircon sand and titanium concentrate for 2024, indicating a proactive approach to market conditions and downstream demand [1] Group 1 - The forecasted zircon sand production for 2024 is 36,865.73 tons [1] - The forecasted titanium concentrate production (excluding rutile) for 2024 is 53,476.53 tons [1] - The production plan for 2025 will be dynamically adjusted based on market conditions and downstream demand [1]