Core Points - The announcement details the transfer of 100% equity of Yuguang Group from Jiyuan Capital Operation Group to the State-owned Assets Supervision and Administration Commission of Jiyuan Urban-Rural Integration Demonstration Zone without compensation [1] - Prior to the transfer, Jiyuan Capital Operation Group indirectly held 322,799,737 shares of Yuguang Jinchuan, accounting for 29.61% of the total share capital [1] - Following the transfer, Jiyuan Capital Operation Group no longer holds shares in Yuguang Group or indirectly in Yuguang Jinchuan [1] - The change in equity will not affect the actual controller and the controlling shareholder of Yuguang Jinchuan, which remains Yuguang Group, with the actual controller still being the Jiyuan State-owned Assets Supervision and Administration Commission [1] - As of the date of the report, there are no plans for the information disclosing party to increase or decrease its equity in the listed company within the next twelve months [1]

关于控股股东减持公司可转债的公告 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。 一、股东配售可转债情况 经中国证券监督管理委员会《关于同意河南豫光金铅股份有限公司向不特定 对象发行可转换公司债券注册的批复》（证监许可〔2024〕887 号）核准，公司 于 2024 年 8 月 12 日向不特定对象发行 7,100,000 张可转换公司债券，每张面值 100 元，发行总额 71,000 万元，期限 6 年（2024 年 8 月 12 日至 2030 年 8 月 11 日），并于 2024 年 9 月 3 日起在上海证券交易所挂牌交易，债券简称"豫光转 债"，债券代码"110096"。 公司控股股东河南豫光金铅集团有限责任公司（以下简称"豫光集团"）通 过原股东优先配售认购"豫光转债"2,101,430 张，占公司可转债发行总量的 29.60%。 二、前次可转债减持情况 | 证券代码：600531 | 证券简称：豫光金铅 | 公告编号：临 2025-082 | | --- | --- | --- | | 债券代码：1100 ...

Group 1 - The core point of the article is that the controlling shareholder of Yuguang Gold Lead, Yuguang Group, has reduced its holdings in the company's convertible bonds by 710,000 units, which accounts for 10.00% of the total issuance of the convertible bonds [1] - After the reduction, Yuguang Group holds a total of 681,430 units of the company's convertible bonds [1]

Group 1 - The core point of the article is that the controlling shareholder of Yuguang Gold Lead, Yuguang Group, has reduced its holdings in the company's convertible bonds by 710,000 units, which accounts for 10.00% of the total issuance of the convertible bonds [1] - After the reduction, Yuguang Group holds a total of 681,430 units of the company's convertible bonds [1]

Group 1 - The A-share market saw a significant rise in gold concept stocks, with notable increases in companies such as Xiaocheng Technology, which rose over 10%, and Ningbo Zhongbai and Hunan Silver, which hit the daily limit of 10% [1] - The spot gold price surged to $3,718, reaching a new historical high, with a year-to-date increase of over 41% [1] Group 2 - Xiaocheng Technology reported a rise of 10.24%, with a total market value of 7.494 billion and a year-to-date increase of 87.46% [2] - Ningbo Zhongbai increased by 10.00%, with a market value of 3.306 billion and a year-to-date increase of 58.49% [2] - Hunan Silver saw a rise of 9.93%, with a market value of 19.1 billion and a year-to-date increase of 99.12% [2] - Other companies such as Shengda Resources, Zhongjin Gold, and Xibu Gold also experienced significant increases, with year-to-date gains ranging from 69.45% to 169.79% [2]

Group 1 - The core viewpoint of the news is that Yuguang Gold Lead Co., Ltd. experienced a stock price increase of 5.87%, reaching 11.37 CNY per share, with a trading volume of 824 million CNY and a turnover rate of 6.80%, resulting in a total market capitalization of 12.396 billion CNY [1] - Yuguang Gold Lead, established on January 6, 2000, and listed on July 30, 2002, is primarily engaged in non-ferrous metal smelting and sales, chemical raw material sales, precious metal smelting, and gold and silver product sales [1] - The company's main business revenue composition includes silver products (25.90%), copper products (25.75%), lead products (21.74%), gold products (21.38%), antimony products (1.66%), zinc products (1.65%), other products (1.27%), and sulfuric acid (0.66%) [1] Group 2 - Southern Fund's Southern CSI 1000 ETF (512100) is among the top ten circulating shareholders of Yuguang Gold Lead, having increased its holdings by 1.3461 million shares in the second quarter, totaling 7.0522 million shares, which represents 0.65% of the circulating shares [2] - The Southern CSI 1000 ETF has a current scale of 64.953 billion CNY, with a year-to-date return of 26.2% and a one-year return of 67.63% [2] - The fund manager of Southern CSI 1000 ETF is Cui Lei, who has been in the position for 6 years and 321 days, with a total fund asset scale of 94.976 billion CNY [3]

Group 1 - The gold sector experienced a notable upward trend on September 22, with Shengda Resources rising over 7% [1] - Zhongjin Gold and Yuguang Gold Lead also showed significant gains, contributing to the overall positive performance of the gold industry [1]

Group 1 - The "China Top 500 Enterprises" list was released, with 13 companies from the region making the list, including three from Jiyuan: Yuguang Gold Lead (ranked 283), Jinli Gold Lead (ranked 420), and Wanyang Smelting (ranked 497) [2] - The local government emphasizes a collaborative approach between enterprises and government, referred to as "internal and external coordination" [2][3] - The "Ten-Hundred-Thousand" initiative aims to upgrade companies based on their annual revenue, targeting over 80 companies with revenues exceeding 10 million by 2030, and one company exceeding 1 billion [3] Group 2 - The initiative involves direct support from 27 local leaders to eliminate external barriers for companies, with a focus on nurturing over 100 billion revenue companies [4] - Yuguang Gold Lead is pursuing a goal of achieving 1 billion in annual revenue, while Henan Hengtong Chemical Group aims to recreate its success by 2030 [4] - Jiyuan's industrial foundation is strong, with over 70% industrialization, but there is a sense of urgency to keep pace with rapidly growing enterprises in neighboring regions [3] Group 3 - Yuguang Gold Lead is producing high-end lithium battery copper foil, recognized as a core material for electronic devices, and has developed a comprehensive new materials industry chain [6] - The company has achieved industry-leading standards in high-purity metals and has expanded its product range significantly, generating 210 million in revenue from minor metals in the first half of the year [6] - Jiyuan's comprehensive technological innovation index ranks fifth in the province, indicating a strong focus on innovation and development [6][7]

Group 1 - The industrial metal sector increased by 1.17% on September 19, with Hongchuang Holdings leading the gains [1] - The Shanghai Composite Index closed at 3820.09, down 0.3%, while the Shenzhen Component Index closed at 13070.86, down 0.04% [1] - Key stocks in the industrial metal sector showed various performance, with Hongchuang Holdings rising by 4.97% and closing at 17.33 [1] Group 2 - Major stocks that declined included Liyuan Co., down 6.05% to 2.64, and Beifang Copper, down 5.12% to 13.71 [2] - The industrial metal sector experienced a net outflow of 838 million yuan from main funds, while retail investors saw a net inflow of 804 million yuan [2][3] - The stock with the highest net inflow from main funds was China Aluminum, with 79.77 million yuan, while Xinjiang Zhonghe had a net outflow of 5.73 million yuan from retail investors [3]

Group 1: Company Research Summary - Southern Fund recently conducted research on three listed companies, focusing on their market dynamics and operational strategies [1][2][3] - Western Mining is considering acquiring overseas mining rights, with a focus on improving efficiency and cost control through outsourcing mining services [1] - Yuguang Gold Lead, a leading producer of lead and silver, aims for a revenue of 39.345 billion yuan and a net profit of 807 million yuan in 2024, with silver production targets set at 1,700 tons for 2025 [2] - Guorui Technology is expanding its radar business and low-altitude economy initiatives, with a commitment to cash dividends amounting to 195 million yuan for 2024, representing 31% of net profit [3] Group 2: Financial Performance and Projections - Yuguang Gold Lead's gross profit margins are projected at 10.65% for gold products and 5.36% for silver products in 2024 [2] - Guorui Technology's revenue from radar business is showing significant growth, contributing positively to overall profits [3] - Southern Fund manages assets totaling 1,352.641 billion yuan, ranking 4th among 210 in total public fund management [3]