二、投资者提出的主要问题及公司的回复情况 一、本次业绩说明会召开情况 公司于 2025 年 9 月 5 日在《上海证券报》《中国证券报》《证券日报》及上 海证券交易所网站（http://www.sse.com.cn）披露了《河南豫光金铅股份有限公司 关于召开 2025 年半年度业绩说明会的公告》。 2025 年 9 月 16 日上午 9:00-10:00，公司总经理李新战先生、独立董事郑远民 先生、财务总监苗红强先生、董事会秘书李慧玲女士出席本次业绩说明会，与投资 者进行互动交流和沟通，在信息披露允许的范围内就投资者普遍关注的问题进行回 复。 | 证券代码：600531 | 证券简称：豫光金铅 | 公告编号：临 2025-081 | | --- | --- | --- | | 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 2025 年半年度业绩说明会召开情况的公告 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。 河南豫光金铅股份有限公司（以下简称"公司"）为便于广大投资者更加全面 ...

Core Viewpoint - The 2025 "China's Top 500 Enterprises" list was released, showing a positive development trend for the enterprises, with notable growth in revenue, profit, and innovation capacity [1][3]. Group 1: Overall Performance of Top 500 Enterprises - The total operating revenue of the 2025 "China's Top 500 Enterprises" reached 110.15 trillion yuan, an increase from the previous year [3]. - The threshold for entering the list has risen for 23 consecutive years, now at 47.96 billion yuan, up by 579 million yuan [3]. - Total assets amounted to 460.85 trillion yuan, reflecting a growth of 7.46% [3]. - The net profit attributable to the parent company reached 4.71 trillion yuan, marking a growth of 4.39% [3]. - Research and development (R&D) investment totaled 1.73 trillion yuan, with an R&D intensity reaching a new high of 1.95%, continuing to rise for eight consecutive years [3]. - The number of valid patents held by these enterprises increased to 2.2437 million, up by 214,000, representing a growth of 10.54% [3]. - There is a continuous optimization of industrial structure, with an increasing number of advanced manufacturing and modern service enterprises making the list [3]. Group 2: Performance of Jiyuan Enterprises - Among the three Jiyuan enterprises, Henan Yuguang Gold Lead Group Co., Ltd. ranked 283rd with an operating revenue of 90.2 billion yuan, advancing 48 places from the previous year [5]. - Henan Jinli Gold Lead Group Co., Ltd. ranked 420th with an operating revenue of 59.3 billion yuan, moving up 49 places [5]. - Jiyuan City Wanyang Smelting (Group) Co., Ltd. made its debut on the list, ranking 497th with an operating revenue of 48.4 billion yuan [5].

格隆汇9月15日丨豫光金铅(600531.SH)在投资者互动平台表示，公司生产的铜箔可以应用于固态电池。 公司铜箔年产量依据市场订单而定。 ...

Group 1 - The core viewpoint of the article is that Yuguang Jin Lead (豫光金铅) has announced that its produced copper foil can be applied in solid-state batteries [1] - The annual production capacity of the company's copper foil is determined based on market orders [1]

Group 1 - UBS raised its gold price forecast for the end of 2025 by $300 to $3,800 per ounce and for mid-2026 by $200 to $3,900 per ounce, citing expectations of a loosening monetary policy by the Federal Reserve and a weakening dollar related to interest rate cuts and geopolitical risks [1] - The gold ETF holdings are expected to exceed 3,900 tons by the end of 2025, approaching previous record levels, driven by increased confidence in gold as a safe-haven asset amid declining trust in dollar assets and ongoing regional risks [1] - As of September 11, gold futures prices have significantly increased, attracting over 100 billion yuan in capital, with a cumulative increase of over 17 billion yuan in September alone [1] Group 2 - As of September 12, the gold stock ETF fund has seen a net value increase of 52.20% over the past six months, ranking 67 out of 3,610 index stock funds, placing it in the top 1.86% [4] - The gold stock ETF fund has a management fee of 0.50% and a custody fee of 0.10%, closely tracking the CSI Hong Kong and Shanghai Gold Industry Index, which includes 50 large-cap companies involved in gold mining, refining, and sales [5] - The top ten weighted stocks in the CSI Hong Kong and Shanghai Gold Industry Index account for 66.52% of the index, with major companies including Zijin Mining and Shandong Gold [6]

根据协议，双方将立足工作实际，在国内地质调查与矿产勘查、境外地质调查和矿产勘查、矿业信息与 资料共享、科技创新等领域开展务实合作。 人民财讯9月13日电，近日，河南豫光金铅（600531）集团有限责任公司与中国地质调查局发展研究中 心(全国地质资料馆、自然资源部矿产勘查技术指导中心)签署合作协议。 ...

Group 1 - The metal zinc sector saw a significant increase of 3.39%, leading the concept sectors in terms of growth, with 33 stocks rising, including notable gainers such as Zhuhai Group and Shengda Resources, which hit the daily limit [1][2] - Major stocks in the zinc sector that experienced substantial gains include New Weiling, which rose by 11.61%, followed by Xingye Silver Tin and Weiling Shares, which increased by 7.43% and 6.18% respectively [1][2] - Conversely, stocks such as Wolong New Energy, ST Jinglan, and Zhejiang Fu Holdings faced declines, with drops of 8.29%, 1.09%, and 0.50% respectively [1][2] Group 2 - The metal zinc sector attracted a net inflow of 617 million yuan from main funds, with 26 stocks receiving net inflows, and 8 stocks exceeding 100 million yuan in net inflow [2][3] - Hunan Baiyin led the net inflow with 559 million yuan, followed by Yuguang Jin Lead and Shengtun Mining, which saw net inflows of 158 million yuan and 151 million yuan respectively [2][3] - The top three stocks by net inflow ratio were Hunan Baiyin at 27.76%, Shengda Resources at 19.65%, and Shengtun Mining at 10.61% [3] Group 3 - The overall performance of the metal zinc sector is reflected in the trading data, with Hunan Baiyin showing a daily increase of 9.98% and a turnover rate of 14.11% [3][4] - Other notable performers include Yuguang Jin Lead, which increased by 10.02% with a turnover rate of 13.83%, and Shengtun Mining, which rose by 2.38% with a turnover rate of 5.09% [3][4] - Stocks such as Xingye Silver Tin and Shengda Resources also performed well, with increases of 7.43% and 10.02% respectively [3][4] Group 4 - The article highlights the contrasting performance of stocks within the sector, with stocks like Wolong New Energy experiencing a significant drop of 8.29% and a negative net fund flow of 89 million yuan [5] - Other underperformers included ST Jinglan and Zhejiang Fu Holdings, which saw declines of 1.09% and 0.50% respectively, indicating a mixed sentiment in the market [5]

Group 1 - The copper concept sector increased by 1.82%, ranking 6th among concept sectors, with 58 stocks rising, including Shengda Resources, Yuguang Gold Lead, and Northern Copper, which hit the daily limit [1][2] - Notable gainers in the copper sector included Yunnan Copper, which rose by 8.73%, followed by Xingye Silver Tin at 7.43% and Jiangxi Copper at 6.79% [1][2] - The sector saw a net inflow of 588 million yuan from main funds, with 53 stocks receiving net inflows, and 9 stocks exceeding 100 million yuan in net inflows [2][3] Group 2 - Northern Copper led the net inflow with 590 million yuan, followed by Yunnan Copper at 262 million yuan and Yuguang Gold Lead at 158 million yuan [2][3] - The net inflow ratios for Northern Copper, Shengda Resources, and Jincheng Mining were 39.77%, 19.65%, and 12.30% respectively [3][4] - The trading volume for Northern Copper was 58,980.51 million yuan, with a daily increase of 10.01% [3][4] Group 3 - The stocks with the largest declines included Wolong New Energy, which fell by 8.29%, followed by Jingyi Co. at 3.85% and China Ruilin at 2.03% [1][6] - The overall performance of the copper sector reflects a positive trend amidst fluctuations in other sectors, indicating potential investment opportunities [1][2]

证券之星消息，9月12日工业金属板块较上一交易日上涨2.83%，电工合金领涨。当日上证指数报收于 3883.69，上涨0.22%。深证成指报收于12996.38，上涨0.13%。工业金属板块个股涨跌见下表： 从资金流向上来看，当日工业金属板块主力资金净流入8.26亿元，游资资金净流出6.61亿元，散户资金净 流出1.65亿元。工业金属板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000737 | 北方铜业 | 4.95 4 | 33.40% | -2.70 Z | -18.23% | -2.25 Z | -15.17% | | 300697 | 电工合金 | 2.46 Z | 17.36% | -1.12亿 | -7.91% | -1.34亿 | -9.45% | | 000878 | 云南铜业 | 2.11亿 | 5.70% | -1.77亿 | -4.77% | -3436.76万 ...

Group 1 - The non-ferrous metal sector showed strong performance on the 12th, with several stocks hitting the daily limit, including Electric Alloy (300697) up 20%, New Weiling up over 15%, and others like Shengda Resources (000603) and Yunnan Copper (000878) also seeing significant gains [1] - Institutions indicate that expectations for a Federal Reserve interest rate cut have risen, combined with the seasonal demand boost in September and October, providing strong upward momentum for industrial metal prices [1] - Zhongyou Securities noted that despite a recent decline in LME copper prices and weaker-than-expected U.S. non-farm payrolls, the overall economic data suggests a higher likelihood of a soft landing rather than a recession, which could support copper prices [1] Group 2 - Minsheng Securities highlighted that recent weak employment data in the U.S. and inflation aligning with expectations have bolstered market confidence in a potential interest rate cut by the Federal Reserve in September, positively impacting gold and silver prices [1] - The legal and economic uncertainties stemming from the Trump tariff case are expected to increase safe-haven demand, providing support for gold prices, while silver prices are reaching new highs due to its industrial properties and upward momentum [1] - In the medium to long term, central bank gold purchases and weakening U.S. dollar credit are seen as key trends, with a continued positive outlook for gold prices and opportunities for positioning in the gold sector [1]