Market Overview - A-shares experienced mixed fluctuations on November 3, with the Shanghai Composite Index rising by 0.05%, while the Shenzhen Component and ChiNext Index fell by 1.06% and 1.37%, respectively [1][2] - The total market turnover was approximately 1.4 trillion yuan, slightly lower than the previous day, with nearly 2,600 stocks declining [2] Sector Performance - The coal, oil and petrochemical, media, and banking sectors saw gains, while lithium battery, precious metals, and semiconductor sectors faced significant declines [2][3] - The precious metals sector, particularly jewelry stocks, experienced a collective drop, with notable declines in companies like Chaohongji and Pengxin Resources [6][7] Hong Kong Market - The Hong Kong market also showed volatility, with the Hang Seng Index up by 0.58% and the Hang Seng Technology Index down by 0.24% [4][5] - Chow Tai Fook led the decline among Hang Seng constituents, dropping over 7% [5][11] Regulatory News - On November 1, the Ministry of Finance and the State Administration of Taxation announced tax policy changes regarding gold transactions, which may impact market sentiment [11][12] Company-Specific Developments - Qingyue Technology's stock hit the daily limit down of 20% due to an investigation by the China Securities Regulatory Commission for suspected financial misconduct [19][20][23] - The stock of Shikong Technology, which had previously seen a significant rise, also fell to its limit down [23] Energy Sector Activity - The coal and oil sectors were active, with companies like Antai Group and China Oilfield Services seeing substantial gains [14][16] - The recent cold weather has increased seasonal demand for coal, which may support prices in the near term [14]

Core Points - The 2025 High-Quality Development Forum for Listed Companies and the 27th Golden Bull Award Ceremony took place in Nantong, Jiangsu, focusing on the theme "Moving Towards New Horizons, Achieving Practical Results, and Enlightening the Future" [1] - Miao Hongqiang, Deputy General Manager and Chief Financial Officer of Yuguang Gold Lead, won the "Golden Bull CFO Award" for his outstanding work and performance [1] Group 1 - The Golden Bull Award is organized by China Securities Journal and has been held for 27 sessions since its inception in 1999, becoming an important benchmark for measuring the comprehensive strength of listed companies [3] - The award selection process is rigorous, objective, scientific, and transparent, aiming to create a credible platform for communication and brand display in China's capital market [3] - The Golden Bull Award has witnessed the development of the capital market and recorded the remarkable performance of listed companies, highlighting those with standardized governance, growth in performance, and positive returns to shareholders and society [3] Group 2 - This year's Golden Bull Award includes nine major awards, such as "Most Investment Value Award" and "CFO Award" [3] - The recipients of the "Golden Bull CFO Award" are selected based on their performance in net profit cash ratio, revenue growth capability, cost control ability, and productivity improvement [3]

Core Viewpoint - Yuguang Jinlead is a major player in the lead smelting and silver production industry in China, with a comprehensive advantage in the entire industry chain of lead-zinc smelting and precious metal recycling [1] Group 1: Business Performance - In Q3 2025, Yuguang Jinlead achieved an operating revenue of 34.855 billion yuan, ranking 2nd in the industry out of 14 companies, surpassing the industry average of 10.756 billion yuan and the median of 2.912 billion yuan [2] - The company's net profit for the same period was 620 million yuan, ranking 6th in the industry, above the industry average of 573 million yuan and the median of 489 million yuan [2] Group 2: Financial Ratios - As of Q3 2025, Yuguang Jinlead's debt-to-asset ratio was 73.83%, higher than the previous year's 69.73% and above the industry average of 50.54% [3] - The gross profit margin for Q3 2025 was 4.79%, down from 7.52% in the previous year and significantly lower than the industry average of 25.75% [3] Group 3: Executive Compensation - The chairman, Zhao Jingang, received a salary of 873,600 yuan in 2024, an increase of 595,800 yuan compared to 2023 [4] - The general manager, Li Xinzhan, earned 673,500 yuan in 2024, which is an increase of 53,600 yuan from the previous year [4] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 11.09% to 86,200 [5] - The average number of circulating A-shares held per shareholder decreased by 9.98% to 12,700 [5]

为规范公司募集资金管理和使用，保护投资者权益，公司、公司子公司设立 了募集资金专项账户，并与保荐机构、存放募集资金的商业银行签署了募集资金 专户存储监管协议。 现公司拟使用部分闲置募集资金不超过 13,000 万元暂时补充流动资金，使 用期限为自本次董事会审议通过之日起不超过 12 个月。 国联民生证券承销保荐有限公司 关于河南豫光金铅股份有限公司 使用部分闲置募集资金暂时补充流动资金的核查意见 国联民生证券承销保荐有限公司 （以下简称"国联民生保荐"或"保荐机构"） 作为河南豫光金铅股份有限公司（以下简称"豫光金铅"或"公司"）向不特定 对象发行可转换公司债券的保荐机构，根据《证券发行上市保荐业务管理办法》 《上海证券交易所股票上市规则》《上市公司募集资金监管规则》《上海证券交易 所上市公司自律监管指引第 1 号——规范运作》等有关规定，对公司拟使用部分 闲置募集资金暂时补充流动资金事项进行了审慎核查，具体情况如下： 一、募集资金基本情况 根据中国证券监督管理委员会出具的《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），公 司于 2024 年 ...

| 证券代码：600531 | 证券简称：豫光金铅 | 公告编号：2025-100 | | --- | --- | --- | | 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 募集资金临时补充流动资金的公告 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法律责任。 重要内容提示： 临时补流募集资金金额：不超过人民币 13,000 万元 补流期限：自 2025 年 10 月 29 日第九届董事会第二十四次会议审议 通过起不超过 12 个月 河南豫光金铅股份有限公司（以下简称"公司"）于 2025 年 10 月 29 日召 开的第九届董事会第二十四次会议审议通过了《关于使用部分闲置募集资金暂时 补充流动资金的议案》,具体情况如下： 一、募集资金基本情况 | 发行名称 | 2024 年向不特定对象发行可转换公司债券 | | --- | --- | | 募集资金总额 | 71,000 万元 | | 募集资金净额 | 69,632.2425 万元 | | 募集资金到账时间 | 2024 年 8 月 16 日 ...

Group 1 - The non-ferrous metal sector experienced a significant upward movement on October 29, with notable stocks such as CITIC Metal and Dazhong Mining reaching their daily limit increase [1] - Other companies in the sector, including Huayu Mining, Huaxi Nonferrous, Hongda Co., Zhuhai Group, and Yuguang Gold Lead, also saw gains [1]

Core Viewpoint - Yuguang Gold Lead Co., Ltd. has shown significant stock performance with a year-to-date increase of 90.64%, despite a recent decline of 7.23% over the last five trading days [1] Company Overview - Yuguang Gold Lead, established on January 6, 2000, and listed on July 30, 2002, is located in Jiyuan City, Henan Province. The company specializes in non-ferrous metal smelting, chemical raw material sales, precious metal smelting, and gold and silver product sales [2] - The revenue composition of Yuguang Gold Lead 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 (1.27%), and sulfuric acid (0.66%) [2] - As of October 20, 2025, the number of shareholders increased by 13.44% to 106,900, while the average circulating shares per person decreased by 11.85% to 10,200 shares [2] Financial Performance - For the period from January to September 2025, Yuguang Gold Lead achieved operating revenue of 34.855 billion yuan, representing a year-on-year growth of 20.12%. The net profit attributable to shareholders was 621 million yuan, reflecting an 11.99% increase year-on-year [2] Dividend Information - 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] Shareholding Structure - As of September 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited, holding 19.968 million shares (a decrease of 14.1332 million shares), and various ETFs such as the Gold ETF and Southern CSI 1000 ETF, with notable changes in their holdings [3]

国联民生证券承销保荐有限公司 关于河南豫光金铅股份有限公司 社会信用代码：91419001758377389H 成立日期：2004 年 4 月 13 日 为控股股东的控股子公司提供担保的核查意见 国联民生证券承销保荐有限公司（以下简称"国联民生承销保荐"或"保荐 机构"）作为河南豫光金铅股份有限公司（以下简称"豫光金铅"或"公司"）向 不特定对象发行可转换公司债券的保荐机构，根据《证券发行上市保荐业务管理 办法》《上海证券交易所股票上市规则》《上海证券交易所上市公司自律监管指引 第 1 号——规范运作》《上海证券交易所上市公司自律监管指引第 11 号——持续 督导》等有关规定，对公司为控股股东的控股子公司提供担保事项进行了审慎核 查，并发表如下核查意见： 一、担保情况概述 鉴于公司控股股东河南豫光集团有限公司（以下简称"豫光集团"）一直以 来积极支持公司发展，为满足公司持续经营需要适时对公司进行融资支持，且长 期为公司的融资业务提供担保，本着互利共赢、协同发展的原则，经公司 2024 年 4 月 12 日召开的第八届董事会第二十六次会议及 2024 年 5 月 10 日召开的 2023 年年度股东大会审议通过 ...

关于河南豫光金铅股份有限公司 生、任文艺先生、张安邦先生、孔祥征先生均回避表决。公司非关联董事对该议 案进行了表决，并以 5 票赞成，0 票反对，0 票弃权通过《关于调整 2025 年度日 常关联交易预计额度的议案》。 国联民生证券承销保荐有限公司 调整 2025 年度日常关联交易预计额度的核查意见 国联民生证券承销保荐有限公司（以下简称"国联民生保荐"或"保荐机构"） 作为河南豫光金铅股份有限公司（以下简称"豫光金铅"或"公司"）向不特定 对象发行可转换公司债券的保荐机构，根据《证券发行上市保荐业务管理办法》 《上海证券交易所股票上市规则》《上海证券交易所上市公司自律监管指引第 1 号——规范运作》《上海证券交易所上市公司自律监管指引第 11 号——持续督 导》等有关规定，对公司调整 2025 年度日常关联交易预计额度事项进行了核查， 并发表如下核查意见： 一、日常性关联交易基本情况 （一）日常关联交易履行的审议程序 公司于 2025 年 1 月 22 日召开的第九届董事会第十二次会议、2025 年 2 月 11 日召开的 2025 年第一次临时股东大会，审议通过《关于公司 2024 年度日常 关联交易及预 ...

Group 1 - The metal lead concept declined by 1.70%, ranking among the top declines in the concept sector, with companies like Yuguang Gold Lead, Shengda Resources, and Xiyu Co. experiencing significant drops [1][2] - Among the metal lead concept stocks, 28 experienced net outflows of main funds, with a total outflow of 2.038 billion yuan, led by Zijin Mining with a net outflow of 477 million yuan [2][3] - The top gainers in the metal lead concept included Beijiete, Wolong New Energy, and Jinhui Co., with increases of 7.71%, 4.25%, and 2.97% respectively [1][3] Group 2 - The leading concept sectors for today included Cross-Strait with a gain of 4.29%, while the metal lead sector was among the worst performers [2] - The main fund inflows were observed in stocks like Wolong New Energy, High Energy Environment, and Hebang Bio, with inflows of 54.7 million yuan, 43.9 million yuan, and 29.0 million yuan respectively [2][3] - The metal lead concept stocks with the highest turnover rates included Yuguang Gold Lead at 9.32% and Zijin Mining at 1.28% [3]