Group 1 - The company issued a total of 7,100,000 convertible bonds with a face value of 100 yuan each, amounting to a total of 71 million yuan, with a term of 6 years from August 12, 2024, to August 11, 2030 [1][3] - The controlling shareholder, Henan Yuguang Gold Lead Group Co., Ltd., subscribed to 2,101,430 convertible bonds, accounting for 29.60% of the total issuance [1] Group 2 - The controlling shareholder reduced its holdings by 710,000 convertible bonds from September 2, 2025, to September 9, 2025, representing 10.00% of the total issuance [2]

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、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 2025-080 | | --- | --- | --- | | 债券代码：110096 ...

Group 1 - The company, Yuguang Gold Lead (600531.SH), announced that its controlling shareholder, Yuguang Group, notified it about a reduction in holdings of "Yuguang Convertible Bonds" [1] - The reduction occurred between September 2, 2025, and September 9, 2025, totaling 710,000 bonds [1] - This reduction represents 10.00% of the total issuance of the company's convertible bonds [1]

Company Overview - Yuguang Gold Lead Co., Ltd. is located in Jiyuan City, Henan Province, and was established on January 6, 2000. It was listed on July 30, 2002. The company's main business includes non-ferrous metal smelting and sales of chemical raw materials, precious metal smelting, and sales of gold and silver products [1]. Financial Performance - For the first half of 2025, Yuguang Gold Lead achieved operating revenue of 22.441 billion yuan, representing a year-on-year growth of 18.93%. The net profit attributable to shareholders was 485 million yuan, reflecting a year-on-year increase of 15.12% [2]. - Since its A-share listing, Yuguang Gold Lead has distributed a total of 1.338 billion yuan in dividends, with 548 million yuan distributed over the past three years [3]. Stock Performance - As of September 9, Yuguang Gold Lead's stock price increased by 2.03%, reaching 10.07 yuan per share, with a trading volume of 161 million yuan and a turnover rate of 1.46%. The total market capitalization is approximately 10.979 billion yuan [1]. - Year-to-date, the stock price has risen by 62.55%, with a recent decline of 3.64% over the last five trading days, an increase of 18.47% over the last 20 days, and a rise of 34.54% over the last 60 days [1]. Shareholder Structure - As of August 29, the number of shareholders for Yuguang Gold Lead was 54,900, a decrease of 9.50% from the previous period. The average number of circulating shares per person increased by 10.50% to 19,855 shares [2]. - As of June 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited as the third-largest shareholder with 34.1012 million shares, an increase of 6.219 million shares from the previous period. Other notable shareholders include Southern CSI 1000 ETF and new entrants like the Golden Stock ETF [3]. Business Segmentation - The company's main revenue sources are copper products (27.63%), silver products (25.45%), lead products (21.62%), gold products (20.65%), zinc products (1.71%), antimony products (1.26%), and other products including sulfuric acid (0.31%) [1].

Group 1 - The second largest shareholder, Jiyuan Investment Group Co., Ltd., holds 75,152,132 shares, accounting for 6.89% of the total share capital of the company [1] - Jiyuan Investment Group has released and re-pledged part of its shares, with a total of 37,256,000 shares pledged, which is 49.57% of its holdings and 3.42% of the company's total share capital [1] - On September 4, 2025, Jiyuan Investment Group released 10,000,000 shares previously pledged to Guotai Junan Securities Co., Ltd. [1][2] Group 2 - On September 5, 2025, Jiyuan Investment Group re-pledged the same 10,000,000 shares to Guotai Junan Securities Co., Ltd. [2] - The pledged shares are not used as collateral for major asset restructuring performance compensation or other matters [2]

（记者 王晓波） 2024年1至12月份，豫光金铅的营业收入构成为：有色金属占比49.24%，贵金属占比46.1%，其他行业 占比2.45%，化工占比2.02%，其他业务占比0.19%。 截至发稿，豫光金铅市值为108亿元。 每经头条（nbdtoutiao）——"中国真正实现了弯道超车"！从美国回来14年，陈智胜亲历中国创新药大 爆发：以前跨国药企不太信任中国数据，但现在不同了 每经AI快讯，豫光金铅（SH 600531，收盘价：9.87元）9月8日晚间发布公告称，公司于近日接到第二 大股东济源投资集团有限公司通知，获悉投资集团所持有的公司部分股份已办理了解除质押及再质押手 续。 公司第二大股东济源投资集团有限公司持有公司股份约7515万股，占公司总股本的6.89%。本次解除质 押及再质押后，济源投资集团有限公司累计质押公司股份约3726万股，占其持股总数的49.57%，占公 司总股本的3.42%。 ...

| 证券代码：600531 | 证券简称：豫光金铅 | 公告编号：临 2025-079 | | --- | --- | --- | | 债券代码：110096 | 债券简称：豫光转债 | | 河南豫光金铅股份有限公司 关于公司第二大股东部分股份解除质押 及再质押的公告 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。 重要内容提示: 2025 年 9 月 5 日，公司第二大股东投资集团办理了证券质押登记业务，将 其持有的公司 10,000,000 股无限售条件流通股再次质押给国泰海通证券股份有 限公司。本次股份质押情况具体如下： 河南豫光金铅股份有限公司（以下简称"公司"）于近日接到第二大股东济 源投资集团有限公司（以下简称"投资集团"）通知，获悉投资集团所持有的公 司部分股份已办理了解除质押及再质押手续，具体事项如下： 一、股东股份解除质押的具体情况 公司第二大股东投资集团于 2025 年 9 月 4 日将原质押给国泰海通证券股份 有限公司的 10,000,000 股公司股份办理了解除质押手续。具体情况如下： | 股东名 ...

Core Viewpoint - The stock of Yuguang Gold Lead has experienced fluctuations, with a recent decline of 2.10% and a significant net outflow of funds, indicating potential investor concerns amidst a backdrop of overall price increases this year [1][2]. Company Overview - Yuguang Gold Lead Co., Ltd. is located in Jiyuan City, Henan Province, and was established on January 6, 2000, with its stock listed on July 30, 2002. The company specializes in non-ferrous metal smelting, chemical raw material sales, precious metal smelting, and the sale of gold and silver products [2]. - The company's revenue composition includes copper products (27.63%), silver products (25.45%), lead products (21.62%), gold products (20.65%), zinc products (1.71%), antimony products (1.26%), sulfuric acid (0.31%), and other (0.19%) [2]. Financial Performance - As of August 29, 2023, Yuguang Gold Lead reported a total of 54,900 shareholders, a decrease of 9.50% from the previous period, with an average of 19,855 circulating shares per shareholder, an increase of 10.50% [2]. - For the first half of 2025, the company achieved a revenue of 22.441 billion yuan, representing a year-on-year growth of 18.93%, and a net profit attributable to shareholders of 485 million yuan, up 15.12% year-on-year [2]. Dividend Distribution - Since its A-share listing, Yuguang Gold Lead has distributed a total of 1.338 billion yuan in dividends, with 548 million yuan distributed over the past three years [3]. Shareholder Structure - As of June 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 34.1012 million shares (an increase of 6.219 million shares), and Southern CSI 1000 ETF, holding 7.0522 million shares (an increase of 1.3461 million shares). New entrants include招商量化精选股票发起式A and 黄金股ETF, while 万家战略发展产业混合A has exited the top ten list [3].

Market Performance - On September 5, the Henan state-owned enterprise reform sector rose by 2.2%, with Yicheng New Energy leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Individual Stock Performance - Yicheng New Energy (300080) closed at 4.68, up 9.09%, with a trading volume of 725,100 shares and a transaction value of 326 million yuan [1] - Shenhuo Co. (000933) closed at 19.50, up 4.33%, with a trading volume of 338,400 shares and a transaction value of 649 million yuan [1] - Rongke Technology (300290) closed at 24.83, up 3.80%, with a trading volume of 311,300 shares and a transaction value of 760 million yuan [1] - Other notable stocks include Yuguang Jinchang (600531) and Senyuan Electric (002358), which also saw positive gains [1] Capital Flow Analysis - The Henan state-owned enterprise reform sector experienced a net inflow of 92.47 million yuan from institutional investors, while retail investors saw a net outflow of 111 million yuan [2][3] - Notable net inflows from institutional investors include Shenhuo Co. (434.19 million yuan) and Rongke Technology (404.44 million yuan) [3] - Retail investors showed significant outflows in stocks like An Cai High-Tech (600207) and Yicheng New Energy (300080) [3]

Group 1 - The core viewpoint of the articles highlights the inventory status analysis of 58 representative industrial metal companies for the first half of 2025, indicating significant changes in inventory scale and turnover efficiency [1][2][5] Group 2 - In terms of inventory scale, most industrial metal companies experienced growth in inventory during the first half of 2025, with Ningbo Fubon showing the highest year-on-year increase of 699.13%, reaching an inventory scale of 177 million [1][2] - The inventory turnover efficiency varied among companies, with Huayu Mining having the lowest turnover days at 194 days, followed by Hongxing Co. at 177 days and Shengda Resources at 137 days [5] Group 3 - From the perspective of inventory as a proportion of total assets, several companies had high inventory ratios in 2024, including Yuguang Gold Lead at 53.57%, Northern Copper at 39.48%, and Zinc Industry Co. at 38.92% [2][3] - The inventory scale and proportion of total assets for key companies in 2024 and 2025 were detailed, showing fluctuations such as a decrease in Baiyin Nonferrous's inventory scale by 5.83% to 15.545 billion, while Huafeng Aluminum's inventory increased by 26.6% to 2.882 billion [3]