盘面上看，有色金属、钢铁等周期股走强，豫光金铅、北方铜业等多股涨停。电池、白酒、游戏等板块 跌幅居前。 上证报中国证券网讯 截至9月12日午间收盘，沪指涨0.24%，深成指涨0.15%，创业板指跌0.52%。沪深 两市半日成交额1.63万亿元。 来源：上海证券报·中国证券网 ...

Market Overview - A-shares exhibited mixed performance on September 12, with major indices showing some divergence, particularly the strong performance of the Sci-Tech 50 Index and the China Securities A500 Index reaching a new high during the session [1][4] - The Shanghai Composite Index experienced fluctuations, reaching a recent 10-year high, while the Sci-Tech 50 Index saw an intraday increase of over 2%, and the ChiNext Index declined with a drop exceeding 1% [5] Sector Performance - The non-ferrous metals sector surged, with silver prices rising and Shanghai silver futures breaking the 10,000 yuan per kilogram mark [2][6] - The non-ferrous metals sector led the gains, with an intraday increase of over 2%, and several stocks, including Electric Alloy and Shengda Resources, hitting the daily limit [6][7] - Other sectors such as steel, real estate, and construction decoration also showed strong performance [8] Hong Kong Market - The Hong Kong market continued its upward trend, with the Hang Seng Index reaching a new high for the year [3][10] - Notable stocks in the Hang Seng Index included Baidu Group and Alibaba, which saw intraday increases of over 12% and 7%, respectively [10] - The stock of Nocoda Technology experienced a significant surge, with an intraday increase exceeding 50% following the announcement of a strategic partnership in the drone AI sector [11][12] Company Developments - Nocoda Technology announced a strategic cooperation with AlphaAI to develop drone AI technology and low-altitude economic infrastructure solutions, aiming to leverage both companies' strengths for market expansion [11][12] - The "Giant Dog," a product of collaboration between Giant Star Legend and Yushu Technology, is set to debut at the Shanghai Tourism Festival, showcasing a blend of celebrity IP, trendy toys, and technology [16]

Group 1 - The core viewpoint indicates that the gold industry is experiencing a strong upward trend, with significant increases in stock prices and ETF performance, suggesting a favorable investment environment for gold-related assets [1][2][3] - The China Securities Index for gold industry stocks has risen by 1.90% as of September 12, 2025, with notable individual stock performances, such as Hunan Silver up 9.98% and Yuguang Gold Lead up 9.83% [1] - The gold stock ETF has seen a weekly increase of 7.71% and has reached a new high in scale at 9.485 billion yuan, ranking first among comparable funds [1] Group 2 - The U.S. core CPI has remained stable, with market focus shifting towards employment risks rather than inflation, indicating a potential for multiple interest rate cuts by the Federal Reserve within the year [2] - Northeast Securities suggests that the combination of fiscal and monetary policy disarray in the U.S. supports a bullish outlook for gold prices, with expectations of continued strong performance in the short term [2][3] - The gold stock ETF is closely tracking the China Securities Index for gold industry stocks, providing an efficient way to capture the benefits of rising gold prices and share in the growth of quality gold mining companies [3]

Company Performance - Yuguang Jinlead's stock price reached a historical high, increasing by 5.06% to 11.01 yuan, with a trading volume of 33.1 million shares and a transaction value of 355 million yuan, resulting in a turnover rate of 3.04% [2] - The company's latest A-share total market capitalization is 12 billion yuan, with a circulating market capitalization also at 12 billion yuan [2] - The company reported a revenue of 22.44 billion yuan for the first half of the year, representing a year-on-year growth of 18.93%, and a net profit of 485 million yuan, up 15.12% year-on-year, with basic earnings per share of 0.4445 yuan and a weighted average return on equity of 8.42% [2] Industry Overview - The non-ferrous metals industry, to which Yuguang Jinlead belongs, has an overall increase of 0.91%, with 70 stocks rising, including notable gainers like Beifang Copper Industry, Electric Alloy, and Zhongfu Industrial, which rose by 10.01%, 9.57%, and 6.25% respectively [2] - Conversely, 69 stocks in the industry experienced declines, with Baowu Magnesium, Western Gold, and Dingsheng New Materials showing the largest drops of 4.35%, 3.56%, and 3.11% respectively [2] Margin Trading Data - As of September 11, the latest margin trading balance for Yuguang Jinlead is 649 million yuan, with a financing balance of 646 million yuan, reflecting an increase of 155 million yuan over the past 10 days, which is a 31.57% increase [2]

Core Viewpoint - The precious metals sector is experiencing a significant rally, with silver leading the gains, indicating strong market interest and potential investment opportunities in this segment [1] Group 1: Market Performance - Silver is the leading performer in the precious metals sector, showing substantial price increases [1] - Companies such as Shengda Resources and Hunan Silver have reached their daily price limits, indicating strong investor demand [1] - Xinyi Silver and Tin has surged over 8%, reaching a new historical high, reflecting robust market momentum [1] Group 2: Company Movements - Other companies such as Yuguang Gold Lead, Zhuhai Group, Silver Industry, and Precious Metals Research Institute are also experiencing price increases, suggesting a broad-based rally across the sector [1]

9月9日，豫光金铅涨5.07%，截至发稿，报10.37元/股，成交4.95亿元，换手率4.47%，总市值113.06亿 元。 资料显示，河南豫光金铅股份有限公司位于河南省济源市荆梁南街1号，成立日期2000年1月6日，上市 日期2002年7月30日，公司主营业务涉及有色金属冶炼及经营,化工原料的销售;贵金属冶炼;金银制品销 售。主营业务收入构成为：铜产品27.63%，银产品25.45%，铅产品21.62%，金产品20.65%，锌产品 1.71%，锑产品1.26%，其他1.19%，硫酸0.31%，其他(补充)0.19%。 从豫光金铅十大流通股东角度 数据显示，永赢基金旗下1只基金位居豫光金铅十大流通股东。黄金股ETF（517520）二季度新进十大 流通股东，持有股数482.22万股，占流通股的比例为0.44%。根据测算，今日浮盈赚取约241.11万元。 黄金股ETF（517520）基金经理为刘庭宇。 截至发稿，刘庭宇累计任职时间2年28天，现任基金资产总规模90.46亿元，任职期间最佳基金回报 80.59%， 任职期间最差基金回报-1.95%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在 ...

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].