Group 1 - The core point of the news is that Guiyan Platinum Industry has seen a stock price increase of 5.15%, reaching 16.74 CNY per share, with a trading volume of 351 million CNY and a turnover rate of 2.85%, resulting in a total market capitalization of 12.719 billion CNY [1] - Guiyan Platinum Industry, established on September 25, 2000, and listed on May 16, 2003, is located in Kunming, Yunnan Province, and specializes in the research, development, and production of precious metals and materials [1] - The company's main business revenue composition includes: 36.21% from precious metal recycling products, 35.17% from precious metal supply services, 16.05% from special functional materials, 8.65% from precursor materials, 3.01% from automotive catalytic purifiers, 0.59% from information functional materials, 0.21% from industrial catalysts, and 0.10% from other sources [1] Group 2 - Among the top circulating shareholders of Guiyan Platinum Industry, a fund under Southern Fund has increased its holdings in the Southern CSI 1000 ETF (512100) by 1.4948 million shares in the second quarter, now holding 4.9141 million shares, which accounts for 0.65% of the circulating shares [2] - The Southern CSI 1000 ETF (512100), established on September 29, 2016, has a latest scale of 76.63 billion CNY, with a year-to-date return of 27.01%, ranking 2080 out of 4216 in its category, and a one-year return of 24.44%, ranking 1925 out of 3877 [2] - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has been in the position for 6 years and 358 days, managing a total fund size of 122.76 billion CNY, with the best fund return during the tenure being 170.06% and the worst being -15.93% [3]

Core Viewpoint - Guoyan Platinum Industry's stock price has shown a positive trend, with a year-to-date increase of 20.39% and a market capitalization of 12.339 billion yuan as of October 29 [1] Group 1: Stock Performance - As of October 29, Guoyan Platinum's stock price rose by 2.01% to 16.24 yuan per share, with a trading volume of 1.31 billion yuan and a turnover rate of 1.08% [1] - The stock has increased by 2.07% over the last five trading days, 5.32% over the last 20 days, and 1.50% over the last 60 days [1] Group 2: Financial Performance - For the first half of 2025, Guoyan Platinum achieved a revenue of 29.554 billion yuan, representing a year-on-year growth of 20.91%, while the net profit attributable to shareholders was 325 million yuan, up by 2.30% [2] Group 3: Business Overview - Guoyan Platinum, established on September 25, 2000, and listed on May 16, 2003, is primarily engaged in the research, development, and production of precious metals and materials [1] - The company's revenue composition includes: 36.21% from precious metal recycling products, 35.17% from precious metal supply services, 16.05% from special functional materials, and smaller percentages from other categories [1] Group 4: Shareholder Information - As of June 30, 2025, the number of shareholders increased by 6.26% to 53,100, with an average of 14,205 circulating shares per person, a decrease of 5.89% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Southern CSI 1000 ETF, with notable changes in their holdings [3]

北京德恒（昆明）律师事务所关于 云南省贵金属新材料控股集团股份有限公司 2025 年第二次临时股东会的 法律意见 北京德恒（昆明）律师事务所 Beijing DeHeng Law Offices (KunMing) 云南省昆明市西山区西园路 126 号"融城优郡"B5 幢 3、4 层 电话（传真）：0871-63172192 邮编: 650034 关于云南省贵金属新材料控股集团股份有限公司 北京德恒（昆明）律师事务所 2025 年第二次临时股东会的法律意见 北京德恒（昆明）律师事务所 关于云南省贵金属新材料控股集团股份有限公司 2025 年第二次临时股东会的 法 律 意 见 云南省贵金属新材料控股集团股份有限公司： 北京德恒（昆明）律师事务所（下称"本所"）作为贵公司的常年法律顾问， 本次指派刘书含律师、杨敏律师出席贵公司 2025 年第二次临时股东会（以下简 称"本次股东会"），并按照律师行业公认的业务标准、道德规范及勤勉尽责精神， 对贵公司提供的与本次股东会有关的文件资料进行了审查，现根据《公司法》《证 券法》《上市公司股东会规则》及贵公司《章程》的规定，就贵公司本次股东会 的相关事宜出具如下法律意见： ...

证券代码：600459 证券简称：贵研铂业 公告编号：2025-052 云南省贵金属新材料控股集团股份有限公司 2025年第二次临时股东大会决议公告 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法律责任。 重要内容提示： 本次会议是否有否决议案：无 一、 会议召开和出席情况 | 1、出席会议的股东和代理人人数 | 607 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 315,868,052 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | | | 份总数的比例（%） | 41.5721 | 二、 议案审议情况 (一)非累积投票议案 1、 议案名称：《关于公司符合向特定对象发行股票条件的预案》 审议结果：通过 表决情况： | 股东类型 | 同意 | | 反对 | | 弃权 | | | --- | --- | --- | --- | --- | --- | --- | | | 票数 | 比例（%） | 票数 | 比例 | 票数 | 比例 | | | | | | （%） | | （% ...

Group 1 - The core point of the article is that Guiyan Platinum Industry has received approval from Yunnan Provincial Investment Holding Group Co., Ltd. for its plan to issue A-shares to specific targets on October 10, 2025 [2][3] - The approval includes the company's plan for the issuance of stocks and related matters [2]

Core Viewpoint - The company plans to raise no more than 1.291 billion yuan through a private placement to enhance its technological innovation platform, upgrade its industry, and supplement working capital, thereby strengthening its precious metals industry chain advantage and promoting high-quality development [1][2]. Fundraising Purpose - The 1.291 billion yuan will be allocated into three main areas: - 484 million yuan for the construction of a technological innovation platform, including 400 million yuan for a national key laboratory for precious metal functional materials and 84 million yuan for an AI laboratory focused on precious metal new materials [1][2]. - 420 million yuan for industrial transformation and upgrading, which includes 170 million yuan for a modern industrial base for the recycling of secondary precious metal resources, 130 million yuan for green recycling of secondary resources, 80 million yuan for deep processing and intelligent upgrading of precious metal alloy functional new materials, and 40 million yuan for the industrialization of platinum anticancer drug raw materials [1][2]. - 387 million yuan to supplement working capital to optimize the capital structure and alleviate financial pressure [1][2]. Project Investment Overview - The total investment for the projects funded by the private placement amounts to approximately 2.531 billion yuan, with the planned fundraising of 1.291 billion yuan [2]. - The projects align closely with the company's main business and comply with national policies on new material industry development, as well as the company's strategic planning [2]. Shareholding Structure - As of the announcement date, Yun Investment Group holds 38.60% of the company's shares, making it the controlling shareholder, with the Yunnan Provincial State-owned Assets Supervision and Administration Commission as the actual controller. The private placement will not result in a change of control of the company [3]. Implementation Requirements - The private placement plan requires approval from the company's shareholders' meeting, as well as review and registration approval from the Shanghai Stock Exchange and the China Securities Regulatory Commission [3].

特此公告。 云南省贵金属新材料控股集团股份有限公司董事会 证券简称：贵研铂业 证券代码：600459 公告编号：临 2025-051 云南省贵金属新材料控股集团股份有限公司 关于公司向特定对象发行 A 股股票事宜获得 云南省投资控股集团有限公司批复的公告 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、准确性和完整性承担个别及连带责任。 2025年10月10日，云南省贵金属新材料控股集团股份有限公司（以下简称"公司"） 向特定对象发行A股股票事宜获得云南省投资控股集团有限公司出具的《云南省投资控 股集团有限公司关于云南省贵金属新材料控股集团股份有限公司2025年向特定对象发 行股票方案的批复》，同意公司本次向特定对象发行股票方案及相关事项。 公司本次向特定对象发行股票方案尚需经公司股东大会审议通过，报上海证券交易 所审核通过并取得中国证监会同意注册的批复后方可实施。请广大投资者注意投资风 险。 2025 年 10 月 14 日 1 ...

云南省贵金属新材料控股集团股份有限公司 SINO-PLATINUM METALS CO.,LTD. 2025 年第二次临时股东大会 会 议 资 料 二○二五年十月 云南省贵金属新材料控股集团股份有限公司 2025 年第二次临时股东大会会议资料目录 一、股东大会须知 二、2025 年第二次临时股东大会议案 1、《关于公司符合向特定对象发行股票条件的预案》 2、《关于公司 2025 年度向特定对象发行 A 股股票方案的预案》 3、《关于公司向特定对象发行 A 股股票预案的预案》 4、《关于公司向特定对象发行 A 股股票募集资金使用可行性分析报告的预案》 5、《关于公司 2025 年度向特定对象发行 A 股股票方案的论证分析报告的预案》 6、《关于公司向特定对象发行 A 股股票摊薄即期回报及填补措施的预案》 7、《公司控股股东、董事、高级管理人员关于公司 2025 年度向特定对象发行股票 摊薄即期回报及采取填补措施的承诺的预案》 8、《关于提请股东大会授权董事会及董事会授权人士办理公司向特定对象发行 A 股股票相关事宜的预案》 9、《关于公司前次募集资金使用情况专项报告的预案》 云南省贵金属新材料控股集团股份有限公 ...

Market Overview - A-shares experienced a significant rise, with the ChiNext Index increasing by 2.75% and the Shanghai Composite Index closing at 3862.53 points, up 0.90% [1][2] - The total trading volume in the Shanghai and Shenzhen markets reached 2.16 trillion yuan, an increase of 146 billion yuan compared to the previous trading day [2] Sector Performance - The brokerage sector, often seen as a "bull market flag bearer," surged by 4.89%, with notable individual stocks like Huatai Securities and GF Securities hitting the daily limit [3][4] - The precious metals sector rose by 4.3%, with spot gold breaking through the $3810 mark, setting a new historical high [7][9] - The solid-state battery index saw a strong increase, with related stocks like EVE Energy rising by 8.3% [10][11] Individual Stock Highlights - Key brokerage stocks such as GF Securities and Huatai Securities saw gains of over 10% [4] - In the precious metals sector, Shengda Resources hit the daily limit, while other stocks like Zhaojin Mining and Xiaocheng Technology rose over 6% [8] - In the solid-state battery sector, Tian Nai Technology surged by 14.36%, and several other stocks achieved significant gains [12] Economic Indicators - The People's Bank of China emphasized the importance of maintaining capital market stability during its recent monetary policy meeting [5] - The fiscal revenue from securities transaction stamp duty reached 118.7 billion yuan, a year-on-year increase of 81.7% [5]

Market Overview - On September 29, A-shares experienced a significant rally, with the Shanghai Composite Index rising by 0.90%, the Shenzhen Component Index by 2.05%, and the ChiNext Index by 2.74%. The total trading volume reached 2.18 trillion yuan, with over 3,500 stocks advancing [2] - The FTSE China A50 Index futures saw an increase of over 2% at one point during the day [2] Financial Sector Performance - Financial stocks, particularly brokerage firms, surged in the afternoon, with notable gains from Guangfa Securities, Huatai Securities, and Guosheng Financial, all hitting the daily limit up. Other securities firms like Xiangcai Securities and Dongfang Securities also showed strong performance [4][5] - The Securities ETF (159841) recorded an intraday increase of up to 7.14% [4] Foreign Investment Trends - Foreign investors have shown a bullish stance, with significant inflows into products tracking Hong Kong and mainland Chinese stocks and bonds. As of September 19, the inflow into these products was the largest among emerging markets [7] - Morgan Stanley reported that foreign long funds had an inflow of $1 billion by the end of August, a stark contrast to the $17 billion outflow in the previous year [7] Mergers and Acquisitions in Brokerage Sector - The brokerage sector is undergoing accelerated consolidation, with notable mergers such as Xiangcai Securities and Dazhihui, as well as other rapid advancements in merger proposals among major brokerages [7] Outlook for Brokerage Firms - According to Open Source Securities, the trading activity and margin financing scale in Q3 have significantly increased, suggesting that the performance of brokerages in their Q3 reports is likely to show substantial year-on-year growth. The outlook for investment banking, derivatives, and public fund businesses is expected to improve [8] Precious Metals Market - On the same day, international gold prices reached a new historical high, surpassing $3,815 per ounce, with a year-to-date increase of approximately 45% [9] - The precious metals sector saw significant gains, with companies like Shengda Resources and Zhaojin Mining leading the charge [11][12] - Market analysts attribute the rise in gold prices to lower opportunity costs due to interest rate cuts, a weaker dollar, and heightened geopolitical tensions in the Middle East [12]