Group 1 - The core asset of the company is the South African Onikin Mine, which is being optimized for production capacity expansion [1] - The company is steadily advancing its production projects through systematic optimization [1] - New projects are being constructed efficiently and with quality improvements, relying on refined engineering management and technological innovation [1]

Group 1 - The core point of the news is that Pengxin Resources experienced a decline of 5.13% in its stock price, reaching 6.10 CNY per share, with a trading volume of 517 million CNY and a turnover rate of 4.15%, resulting in a total market capitalization of 13.499 billion CNY [1] - Pengxin Resources, established on September 29, 2000, and listed on June 26, 2003, is primarily engaged in the mining, smelting, processing, and sales of metals such as copper, gold, and cobalt. The company's revenue composition includes 51.07% from trading, 48.68% from industrial activities, and 0.25% from other sources [1] Group 2 - From the perspective of the top ten circulating shareholders, Southern Fund has increased its holdings in Pengxin Resources. The Southern CSI 1000 ETF (512100) added 2.8112 million shares in the second quarter, bringing its total holdings to 14.3131 million shares, which accounts for 0.72% of the circulating shares. The estimated floating loss today is approximately 4.7233 million CNY [2] - The Southern CSI 1000 ETF (512100), managed by Cui Lei, was established on September 29, 2016, and has a current scale of 64.953 billion CNY. Year-to-date, it has achieved a return of 28.17%, ranking 1822 out of 4222 in its category. Over the past year, the return is 72.87%, ranking 1263 out of 3804, and since inception, the return is 13.43% [2][3]

Market Overview - On September 17, the industrial metals sector rose by 0.21% compared to the previous trading day, with Electric Alloy leading the gains [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Top Gainers in Industrial Metals - Electric Alloy (300697) closed at 19.49, up 11.88% with a trading volume of 721,400 shares and a transaction value of 1.317 billion yuan [1] - Yiqiu Resources (601388) closed at 3.26, up 10.14% with a trading volume of 2,584,200 shares and a transaction value of 814 million yuan [1] - Liyuan Co. (002501) closed at 2.74, up 10.04% with a trading volume of 1,663,200 shares and a transaction value of 439 million yuan [1] - Northern Copper (000737) closed at 15.25, up 10.03% with a trading volume of 2,801,700 shares and a transaction value of 4.067 billion yuan [1] - Other notable gainers include Yian Technology (300328) and Wanshun New Materials (300057) with increases of 8.14% and 7.85% respectively [1] Top Losers in Industrial Metals - Xingye Silver Tin (000426) closed at 25.00, down 4.58% with a trading volume of 620,700 shares and a transaction value of 1.559 billion yuan [2] - Shengda Resources (000603) closed at 21.20, down 3.37% with a trading volume of 323,700 shares and a transaction value of 685 million yuan [2] - Hailiang Co. (002203) closed at 12.21, down 3.17% with a trading volume of 443,300 shares and a transaction value of 546 million yuan [2] Capital Flow Analysis - On the same day, the industrial metals sector experienced a net outflow of 653 million yuan from institutional investors, while retail investors saw a net inflow of 740 million yuan [2] - The capital flow data indicates that Northern Copper (000737) had a net inflow of 48.216 million yuan from institutional investors, while it faced a net outflow of 191 million yuan from speculative funds [3] - Yiqiu Resources (601388) and Liyuan Co. (002501) also showed significant net outflows from speculative funds, indicating a shift in investor sentiment [3]

Core Points - The company will participate in the "2025 Shanghai Listed Companies Collective Reception Day and Mid-Year Performance Briefing" to enhance interaction with investors [1] - The event will be held online on September 19, 2025, from 15:00 to 17:00 [1] - The company's chairman and CFO will address investor concerns regarding the company's mid-year performance, governance, development strategy, and operational status [1] - Investors can submit questions until 14:00 on September 19, 2025, through a designated webpage [1] Event Details - The event is guided by the China Securities Regulatory Commission Shanghai Regulatory Bureau and organized by the Shanghai Listed Companies Association and Shenzhen Panorama Network Co., Ltd. [1] - Investors can participate via the "Panorama Roadshow" website, WeChat public account, or the Panorama Roadshow APP [1] - The company encourages active participation from investors to ensure targeted communication [1]

证券代码：600490 证券简称：鹏欣资源 公告编号：临 2025-032 鹏欣环球资源股份有限公司 关于参加 2025 年上海辖区上市公司集体接待日 暨中报业绩说明会活动的公告 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。 为进一步加强与投资者的互动交流，鹏欣环球资源股份有限公司（以下简称 "公司"）将参加由中国证券监督管理委员会上海监管局指导、上海上市公司协 会及深圳市全景网络有限公司联合举办的"2025 年上海辖区上市公司集体接待 日暨中报业绩说明会活动"，现将有关事项公告如下: 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 (http://rs.p5w.net)；或关注微信公众号(名称：全景财经)；或下载全景路演 APP，参与本次互动交流。 活动时间为 2025 年 9 月 19 日(周五)15:00-17:00。届时公司董事长、财务 总监将在线就公司 2025 半年度业绩、公司治理、发展战略、经营状况等投资者 关心的问题，与投资者进行沟通与交流，欢迎广大投资者踊跃参与！ 为充分尊重投资者，提 ...

Group 1 - As of September 12, the metal nickel concept increased by 1.78%, ranking 7th among concept sectors, with 25 stocks rising, including Shengda Resources and Shanshan Co., which hit the daily limit [1] - Notable gainers in the nickel sector included Xingye Yinxin, Tongling Nonferrous Metals, and Western Mining, which rose by 7.43%, 6.76%, and 4.96% respectively [1] - The sector saw a net inflow of 1.178 billion yuan, with 23 stocks receiving net inflows, and 7 stocks exceeding 100 million yuan in net inflow, led by Shanshan Co. with 653 million yuan [2] Group 2 - The top stocks by net inflow ratio included Shengda Resources, Shanshan Co., and Shengtun Mining, with net inflow ratios of 19.65%, 19.10%, and 10.61% respectively [3] - The trading volume and turnover rates for key stocks were highlighted, with Shanshan Co. showing a turnover rate of 13.63% and a price increase of 9.97% [3] - Other notable stocks included Greenme and Xingye Yinxin, with net inflows of 159 million yuan and 140 million yuan respectively [2][3]

Group 1 - Goldman Sachs highlights five cross-asset charts, three of which indicate a bullish outlook for gold due to potential investor shifts from U.S. Treasuries to gold as a safe haven, predicting gold prices could rise from the current record high of $3,600 per ounce to $5,000, a 40% increase [1] - According to Goldman Sachs' September client survey, gold and U.S. steepening curve trades are the most favored trades for the end of the year [1] - Central bank gold purchases typically see a seasonal increase in September, with varying trends in gold buying across different years (2023, 2024, 2025) [3] Group 2 - The gold market has seen a 36% increase year-to-date, significantly outperforming U.S. equities amid rising risk aversion [13] - The selection criteria for gold stocks in the Chinese market are shifting, with greater emphasis on gold reserves rather than just current performance or future production growth [13] - A list of companies with significant gold reserves includes Zijin Mining with 3,973 tons, Shandong Gold with 2,058 tons, and Zhaojin Mining with 1,446 tons, among others [13]

Group 1 - The core point of the news is that Pengxin Resources experienced a decline of 5.07% in stock price, trading at 5.62 CNY per share, with a total market capitalization of 12.436 billion CNY [1] - The company, established in 2000 and listed in 2003, primarily engages in the mining, smelting, processing, and sales of metals such as copper, gold, and cobalt, with trade accounting for 51.07% of its revenue and industrial operations 48.68% [1] - The company is located in Shanghai and has diversified its business into trade, finance, and ecological restoration [1] Group 2 - Among the top shareholders, Southern Fund's Southern CSI 1000 ETF (512100) increased its holdings by 2.8112 million shares in Q2, now holding 14.3131 million shares, representing 0.72% of the circulating shares [2] - The Southern CSI 1000 ETF has a current scale of 64.953 billion CNY and has achieved a year-to-date return of 22.23%, ranking 1837 out of 4222 in its category [2] - The fund manager, Cui Lei, has been in position for 6 years and 303 days, with the fund's best return during this period being 136.9% [3]

Group 1 - The core point of the news is that Shanghai Pengxin (Group) Co., Ltd. has pledged a total of 248 million shares of Pengxin Resources, accounting for 11.22% of the total share capital [1] - As of the announcement date, Shanghai Pengxin (Group) Co., Ltd. has cumulatively pledged 291 million shares, which represents 72.98% of its total shareholding [1] - The major shareholders have significant pledged shares, with Jiang Zhaobai pledging 83.6 million shares (60.51% of his holdings) and Tibet Fengge Investment Management Co., Ltd. pledging 30 million shares (100% of its holdings) [1] Group 2 - Pengxin Resources reported a main revenue of 2.674 billion yuan for the first half of 2025, a year-on-year increase of 100.21% [3] - The net profit attributable to the parent company reached 141 million yuan, up 396.4% year-on-year, while the non-recurring net profit was 146 million yuan, an increase of 272.12% [3] - The company’s second quarter revenue was 1.145 billion yuan, reflecting a year-on-year growth of 54.79%, with a net profit of 33.71 million yuan, up 144.46% [3] Group 3 - Pengxin Resources is engaged in the exploration, mining, smelting, and sales of metal resources such as gold, copper, and cobalt, as well as trading and financial services [4]

Core Points - The report provides an overview of the fundraising activities and the management of funds by Pengxin Global Resources Co., Ltd for the first half of 2025, highlighting the total amount raised and its utilization [1][2][3] - The company raised a total of RMB 599,999,989.16 through a non-public offering of shares and cash payments for asset acquisition, with the funds fully verified and accounted for [1][3][4] - As of June 30, 2025, the company utilized RMB 395,382.33 of the raised funds, with a cumulative usage of RMB 599,866,089.35, and reported a balance of RMB 0.00 in the special account for raised funds [1][6][7] Fundraising Overview - The actual amount raised was RMB 599,999,989.16, with the funds being used to acquire 100% of Ningbo Tianhong Yihua Trading Co., Ltd, which indirectly controls the core asset of CAPM, the South African Onyx Gold Mine mining rights [1][3] - The funds were raised through the issuance of 220,265,693 shares at a price of RMB 5.59 per share, with the issuance completed and verified by the accounting firm [1][4] Fund Utilization and Management - From January to June 2025, the company generated interest income of RMB 290,656.71 from the bank deposits of the raised funds, while no income was generated from idle funds invested in financial products [1][6] - The company has established a dedicated management system for the raised funds, ensuring compliance with regulatory requirements and proper usage through a three-party supervision agreement with financial institutions [1][3][4] - As of June 30, 2025, the company reported that all special accounts for the raised funds had been closed, with no remaining balances [6][7] Changes in Fund Management - The company has made adjustments to its fundraising accounts, including the establishment of new special accounts and the closure of previous ones, ensuring that the funds are used exclusively for their intended purposes [4][5] - A total of RMB 3,114.91 million of surplus funds from completed projects was permanently supplemented into the company's working capital for daily operations [5][7] Financial Management Practices - The company has not utilized any idle raised funds for temporary working capital as of June 30, 2025, maintaining a focus on ensuring that all funds are allocated to their designated projects [7][9] - The company has implemented cash management practices for idle funds, allowing for investment in safe, liquid financial products, although no such investments were made in the first half of 2025 [8][9]