证券之星消息，8月4日工业金属板块较上一交易日上涨2.0%，精艺股份领涨。当日上证指数报收于3583.31，上涨0.66%。深证成指报收于 11041.56，上涨0.46%。工业金属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) | | --- | --- | --- | --- | --- | --- | | 002295 | 精艺股份 | 11.29 | 7.93% | 33.52万 | 3.68亿 | | 002824 | 和胜股份 | 17.44 | 4.81% | 18.08万 | 3.12亿 | | 600490 | 鹏欣资源 | 4.59 | 4.32% | 93.88万 | 4.26亿 | | 000603 | 盛达咨源 | 15.86 | 4.20% | - 15.28万 | 2.39亿 | | 600961 | 株治集团 | 11.69 | 4.10% | 29.74万 | 3.41亿 | | 600531 | 豫光舍铝 | 8.85 | 4.00% | 55.11万 | 4.77亿 | | 000426 | 兴 银锡 | 18.60 ...

金融界消息 截至2025年8月1日收盘，鹏欣资源（600490）报收于4.4元，上涨2.56%，换手率2.47%，成 交量49.20万手，成交金额2.14亿元。 天眼查商业履历信息显示，鹏欣环球资源股份有限公司，成立于2000年，位于上海市，是一家以从事批 发业为主的企业。企业注册资本221288.7079万人民币，实缴资本322万人民币。公司法定代表人为王 健。 通过天眼查大数据分析，鹏欣环球资源股份有限公司共对外投资了19家企业，参与招投标项目8次，知 识产权方面有商标信息1条，专利信息8条，此外企业还拥有行政许可4个。 来源：金融界 资金流向方面，今日主力资金净流入3905.81万元，占比成交额18.26%。其中，超大单净流入5376.40万 元、占成交额25.13%，大单净流出1470.59万元、占成交额6.87%，中单净流出流出918.08万元、占成交 额4.29%，小单净流出2987.73万元、占成交额13.97%。 鹏欣资源最新一期业绩显示，截至2025一季报，公司营业总收入15.30亿元、同比增长156.54%，归属净 利润1.08亿元，同比增长283.52%，扣非净利润1.09亿元，同比增长 ...

Group 1: Market Performance - On August 1, the industrial metals sector increased by 0.57% compared to the previous trading day, with Hailiang Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3559.95, down 0.37%, while the Shenzhen Component Index closed at 10991.32, down 0.17% [1] Group 2: Individual Stock Performance - Hailiang Co., Ltd. (002203) closed at 11.90, up 8.58% with a trading volume of 1.2272 million shares [1] - Jingyi Co., Ltd. (002295) closed at 10.46, up 5.76% with a trading volume of 271,100 shares [1] - Yuguang Gold Lead (600531) closed at 8.51, up 4.55% with a trading volume of 746,200 shares [1] - Other notable performers include Santai Wen (600595) up 2.83%, Pengxin Resources (600490) up 2.56%, and Ningbo Fubang (600768) up 2.22% [1] Group 3: Capital Flow Analysis - The industrial metals sector experienced a net outflow of 329 million yuan from institutional investors, while retail investors saw a net inflow of 69.45 million yuan [2] - Notable net inflows from retail investors were observed in Pengxin Resources (390.58 million yuan) and Yuguang Gold Lead (661.66 million yuan) [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are actively participating [2]

黄金概念板块盘初回调，莱绅通灵（603900）封板跌停，潮宏基（002345）触及跌停，鹏欣资源 （600490）、金一文化（002721）、湖南白银（002716）、明牌珠宝（002574）、白银有色（601212） 等跟跌。 黄金行情爆发中，一键布局买入黄金等避险资产>>> ...

订阅黄金市场动态 +订阅 订阅A股市场资讯 +订阅 A股黄金概念板块盘初回调，莱绅通灵封板跌停，潮宏基触及跌停，鹏欣资源、金一文化、湖南白银、 明牌珠宝、白银有色等跟跌。 ...

Core Viewpoint - The company expects to achieve a net profit attributable to the parent company of between 100 million and 150 million yuan for the first half of 2025, marking a significant turnaround from the previous year's loss [1][2] Group 1: Performance Forecast - The estimated net profit for the first half of 2025 is projected to be between 100 million and 150 million yuan, an increase of 147.73 million to 197.73 million yuan compared to the same period last year [1] - The estimated net profit after deducting non-recurring gains and losses is projected to be between 105 million and 155 million yuan, an increase of 189.77 million to 239.77 million yuan compared to the same period last year [1] Group 2: Previous Year Performance - In the same period last year, the total profit was -100.88 million yuan, with a net profit attributable to the parent company of -47.73 million yuan and a net profit after deducting non-recurring gains and losses of -84.77 million yuan [2] - The earnings per share for the previous year was -0.0216 yuan [2] Group 3: Reasons for Performance Improvement - The company achieved a turnaround and significant growth in performance due to focused efforts on stabilizing and expanding production in its resource sectors in South Africa and the Democratic Republic of the Congo [2] - Continuous enhancement of lean management and precise cost control in mining and processing operations contributed to the notable reduction in costs and increase in efficiency [2] - The company plans to actively respond to market price fluctuations and enhance the comprehensive development and utilization of mineral resources, while increasing investment in key technologies for production and processing [2]

Group 1 - New Yi Sheng expects a net profit increase of 327.68%-385.47% for the first half of 2025, reaching between 37 billion to 42 billion yuan, driven by growth in AI-related computing power demand and product structure optimization [2][4] - Xinghui Entertainment plans to sell 99.66% of its stake in the Spanish club Espanyol for 1.3 billion euros, with half of the payment in cash and the other half in shares [3] - *ST Yushun intends to acquire 100% of three companies for a total of 33.5 billion yuan, aiming to diversify its business into data center infrastructure services and related products [4] Group 2 - Salted Fish plans to reduce its shareholding by up to 2.04%, with a major shareholder intending to sell 5,455,572 shares [5] - Lian Microelectronics expects a net loss of approximately 1.21 billion yuan for the first half of 2025 [6] - Meinian Health anticipates a net loss of 1.92 billion to 2.36 billion yuan for the first half of 2025, with revenue expected to decline by 0.12%-5.83% [7] Group 3 - Chengdi Xiangjiang forecasts a net profit of 28 million to 42 million yuan for the first half of 2025, marking a turnaround from a loss of 69.29 million yuan in the previous year [8] - Jinpu Titanium plans to acquire 100% of Nanjing Lide Oriental Rubber and Plastic Technology Co., Ltd., with stock resuming trading after the announcement [9] - Bohai Leasing expects a net loss of 1.8 billion to 2.4 billion yuan for the first half of 2025 due to goodwill impairment from a subsidiary's asset sale [10] Group 4 - Foton Motor anticipates a net profit increase of approximately 87.5% for the first half of 2025, reaching about 777 million yuan [11] - Shenwan Hongyuan expects a net profit growth of 92.66%-111.46% for the first half of 2025, estimating profits between 4.1 billion to 4.5 billion yuan [12] - Ganfeng Lithium predicts a net loss of 5.5 billion to 3 billion yuan for the first half of 2025, an improvement from a loss of 7.6 billion yuan in the previous year [13] Group 5 - Suzhou Planning intends to acquire 100% of Beijing Dongjin Aviation Technology Co., Ltd., with stock resuming trading after the announcement [14] - Xiangyang Bearing expects a net loss of approximately 13 million yuan for the first half of 2025, slightly worse than the previous year's loss [15] - Tianqi Lithium forecasts a net profit of 0 to 1.55 billion yuan for the first half of 2025, a significant improvement from a loss of 5.2 billion yuan in the previous year [16] Group 6 - Shandong Gold anticipates a net profit increase of 84.3%-120.5% for the first half of 2025, estimating profits between 2.55 billion to 3.05 billion yuan [17] - Yunnan Geology expects a net profit of 16 million to 23 million yuan for the first half of 2025, marking a turnaround from a loss in the previous year [18] - Four-dimensional Map expects a net loss of 319 million to 268 million yuan for the first half of 2025, with revenue growth of 3.07%-14.30% [19] Group 7 - Tangrenshen anticipates a net loss of 54 million to 69 million yuan for the first half of 2025, a significant decline from the previous year's profit [20] - Changbai Mountain expects a net loss of 2.58 million to 1.58 million yuan for the first half of 2025, with revenue decreasing by approximately 7.48% [21] - Jiu Gui Jiu predicts a net profit of 8 million to 12 million yuan for the first half of 2025, a decline of 90.08%-93.39% compared to the previous year [22] Group 8 - Hengsheng Electronics expects a net profit increase of 740.95% for the first half of 2025, estimating profits around 251 million yuan [23] - Qixia Construction anticipates a net profit of 5.5 million to 8 million yuan for the first half of 2025, driven by increased project completions [24] - Poly Development expects a net profit decrease of 63.15% for the first half of 2025, estimating profits around 27.35 billion yuan [25] Group 9 - Anyuan Coal anticipates a net loss of 259 million to 310 million yuan for the first half of 2025, worsening from the previous year's loss [26] - Zhonghua Equipment plans to acquire 100% of Yiyang Rubber Machine and Beihua Machine, with stock suspension expected for no more than 10 trading days [27] - Bayi Steel expects a net loss of 650 million to 700 million yuan for the first half of 2025, primarily due to weak market conditions [28] Group 10 - Yuegui Co. anticipates a net profit increase of 58.67%-77.12% for the first half of 2025, estimating profits between 215 million to 240 million yuan [29] - Dalian Friendship expects a net loss of 38 million to 30 million yuan for the first half of 2025, with revenue impacted by tax-related issues [30] - Hangfa Power expects a net profit decrease of 84.53%-86.55% for the first half of 2025, estimating profits around 80 million to 92 million yuan [31] Group 11 - Dongfang Zirconium anticipates a net profit increase of 141.77%-156.80% for the first half of 2025, estimating profits between 25 million to 34 million yuan [32] - Hangzhou Steel expects a net profit decrease of 2% from a major shareholder's planned reduction [33] - Jingao Technology predicts a net loss of 2.5 billion to 3 billion yuan for the first half of 2025, worsening from the previous year's loss [34] Group 12 - Shanshan Co. expects a net profit increase of 810.41%-1265.61% for the first half of 2025, estimating profits between 160 million to 240 million yuan [35] - Guocheng Mining anticipates a net profit increase of 1046.75%-1174.69% for the first half of 2025, estimating profits between 493 million to 548 million yuan [36] - Jindi Group expects a net loss of 3.4 billion to 4.2 billion yuan for the first half of 2025, with significant declines in revenue [37] Group 13 - Founder Securities anticipates a net profit increase of 70%-80% for the first half of 2025, estimating profits between 22.96 billion to 24.32 billion yuan [38] - Hasi Lian expects a net loss of 98 million to 80 million yuan for the first half of 2025, a significant decline from the previous year [39] - Lanhua Ketech expects a net profit decrease of 89.12%-92.75% for the first half of 2025, estimating profits between 40 million to 60 million yuan [40] Group 14 - Shanxi Securities anticipates a net profit increase of 58.17%-70.72% for the first half of 2025, estimating profits between 5.04 billion to 5.44 billion yuan [41] - Xinda Real Estate expects a net loss of 3.5 billion to 3.9 billion yuan for the first half of 2025, with significant declines in revenue [42] - Xiangcai Co. anticipates a net profit increase of 63.64%-118.19% for the first half of 2025, estimating profits between 12 million to 16 million yuan [43] Group 15 - Longi Green Energy expects a net loss of 2.4 billion to 2.8 billion yuan for the first half of 2025, despite an increase in sales volume [44] - Wentai Technology anticipates a net profit increase of 178%-317% for the first half of 2025, estimating profits between 390 million to 585 million yuan [45] - Ruida Futures expects a net profit increase of 50.56%-83.15% for the first half of 2025, estimating profits between 206 million to 251 million yuan [46] Group 16 - Debang Co. anticipates a net profit decrease of 84.26%-87.86% for the first half of 2025, estimating profits between 40 million to 52 million yuan [47] - Jin Yi Culture expects a net loss of 20 million to 32 million yuan for the first half of 2025, a significant decline from the previous year [48] - Hongdian Film expects a net profit increase of 103.55%-160.09% for the first half of 2025, estimating profits between 180 million to 230 million yuan [49] Group 17 - Qiaqia Food anticipates a net profit decrease of 71.05%-76.25% for the first half of 2025, estimating profits between 80 million to 97.5 million yuan [50] - Guotai Haitong expects a net profit increase of 205%-218% for the first half of 2025, estimating profits between 15.283 billion to 15.957 billion yuan [51] - Xining Special Steel expects a net loss of approximately 234 million yuan for the first half of 2025, with revenue impacted by low steel prices [52]

[Pengxin International Mining Co., Ltd. 2025 H1 Earnings Forecast](index=1&type=section&id=%E9%B9%8F%E6%AC%A3%E7%8E%AF%E7%90%83%E8%B5%84%E6%BA%90%E8%82%A1%E4%BB%BD%E6%9C%89%E9%99%90%E5%85%AC%E5%8F%B82025%E5%B9%B4%E5%8D%8A%E5%B9%B4%E5%BA%A6%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A) [Current Period Earnings Forecast](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E6%83%85%E5%86%B5) The company anticipates a significant turnaround to profitability in the first half of 2025 Core Metrics for 2025 H1 Earnings Forecast | Metric | Projected Amount (CNY million) | YoY Change (CNY million) | | :--- | :--- | :--- | | **Net Profit Attributable to Parent** | 100.00 to 150.00 | Increase 147.73 to 197.73 | | **Non-GAAP Net Profit Attributable to Parent** | 105.00 to 155.00 | Increase 189.77 to 239.77 | - The data in this earnings forecast is based on preliminary calculations by the finance department and has **not been audited** by a certified public accountant[4](index=4&type=chunk) [Prior-Year Period Operating Performance and Financial Position](index=1&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8A%E5%B9%B4%E5%90%8C%E6%9C%9F%E7%BB%8F%E8%90%A5%E4%B8%9A%E7%BB%A9%E5%92%8C%E8%B4%A2%E5%8A%A1%E7%8A%B6%E5%86%B5) The company reported a net loss in the same period of the previous year Prior-Year Period (2024 H1) Financial Data | Metric | Amount | | :--- | :--- | | Total Profit | CNY -100.88 million | | Net Profit Attributable to Parent Company Shareholders | CNY -47.73 million | | Non-GAAP Net Profit Attributable to Parent | CNY -84.77 million | | Earnings Per Share (EPS) | CNY -0.0216 | [Primary Reasons for the Projected Profit](index=2&type=section&id=%E4%B8%89%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E7%9B%88%E7%9A%84%E4%B8%BB%E8%A6%81%E5%8E%9F%E5%9B%A0) The profit turnaround is driven by production stabilization and expansion in key resource segments and effective cost controls - The core driver is the progress in **production stabilization and expansion** at the South Africa and DRC (Congo-Kinshasa) resource segments[6](index=6&type=chunk) - The company has enhanced lean management and implemented precise cost controls in mining and ore processing, achieving **significant cost reductions and efficiency gains**[6](index=6&type=chunk) - The company will continue to manage market price volatility, deepen comprehensive mineral resource development, and increase investment in key production and processing technologies[6](index=6&type=chunk) [Risk Warnings and Other Disclosures](index=2&type=section&id=%E5%9B%9B%E3%80%81%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA%E5%8F%8A%E5%85%B6%E4%BB%96%E8%AF%B4%E6%98%8E) The company confirms no major uncertainties affecting this forecast, which is preliminary and subject to the final report - The company states that there are **no material uncertainties** that would affect the accuracy of this earnings forecast[7](index=7&type=chunk) - The forecast data is preliminary; final financial data will be disclosed in the official 2025 semi-annual report, and investors should be mindful of investment risks[8](index=8&type=chunk)

Core Viewpoint - Pengxin Resources (600490) is expected to achieve a net profit attributable to shareholders of the parent company ranging from 100 million to 150 million yuan for the first half of 2025, marking an increase of 148 million to 198 million yuan compared to the same period last year, thus turning a profit [1] - The company anticipates a net profit attributable to shareholders of the parent company, after deducting non-recurring gains and losses, to be between 105 million and 155 million yuan for the first half of 2025, representing an increase of 190 million to 240 million yuan year-on-year [1] Financial Performance - Expected net profit for H1 2025: 100 million to 150 million yuan [1] - Year-on-year increase in net profit: 148 million to 198 million yuan [1] - Expected net profit after non-recurring items for H1 2025: 105 million to 155 million yuan [1] - Year-on-year increase in net profit after non-recurring items: 190 million to 240 million yuan [1]

Group 1 - The non-ferrous metal sector continues to rise, with Huayang New Materials (600281) hitting the daily limit up [1] - Beifang Copper Industry (000737) increased by over 7% [1] - Luoping Zinc & Electricity (002114), Pengxin Resources (600490), and Jiangxi Copper (600362) also experienced gains [1]