今日（10月15日）揽尽有色金属行业龙头的有色龙头ETF（159876）场内价格一度下挫2%，现回到水面以上，场内价格现涨0.45%，实时成交额超7900万元，交投活跃！ 深交所数据显示，有色龙头ETF（159876）近5日连续吸金，合计金额3.05亿元。反映资金看好板块后市，积极进场抢筹！ 成份股方面，中孚实业涨停，神火股份、盛和资源涨逾5%，紫金矿业、雅化集团、赤峰黄金等个股跟涨。 政策面上，工业和信息化部等八部门联合印发《有色金属行业稳增长工作方案（2025—2026年）》，行业正式进入"制度性支持+结构性景气"的新阶段。叠加美联储已于9月利率会议上正式开启 1、货币属性："美元锚"松动，重塑有色金属定价 不同的有色金属，景气度、节奏与驱动点并不一致，分化在所难免，如果看好有色金属板块，一个比较轻松的思路是通过全覆盖来更好地把握整个板块的贝塔行情。揽尽有色金属行业龙头的有色 风险提示：有色龙头ETF及其联接基金被动跟踪中证有色金属指数，该指数基日为2013.12.31，发布于2015.7.13，指数近5个完整年度的涨跌幅为：2020年，35.84%；2021年，35.89%； 责任编辑：杨赐 供给端，全 ...

Core Points - The coal sector saw an increase of 1.17%, ranking fourth among concept sectors, with 56 stocks rising, including Baotailong and Dayou Energy hitting the daily limit [1] - Major gainers in the coal sector included Jiangxi Tungsten Equipment, Hezhan Intelligent, and Lu'an Environmental Energy, which rose by 7.65%, 5.81%, and 5.70% respectively [1] - The sector experienced a net inflow of 127 million yuan from main funds, with 40 stocks receiving net inflows, and six stocks exceeding 100 million yuan in net inflows [2][3] Fund Flow Analysis - Jiangxi Tungsten Equipment, Dayou Energy, and Quzhou Development had the highest net inflow rates at 20.92%, 15.25%, and 14.55% respectively [3] - Quzhou Development led the net inflow with 214 million yuan, followed by Jiangxi Tungsten Equipment, Zhongfu Industrial, and Lu'an Environmental Energy with net inflows of 152 million yuan, 135 million yuan, and 121 million yuan respectively [2][3] Stock Performance - The top performers in the coal sector included: - Quzhou Development: +3.91% with a turnover rate of 3.67% and a net inflow of 213.52 million yuan [3] - Jiangxi Tungsten Equipment: +7.65% with a turnover rate of 9.28% and a net inflow of 152.16 million yuan [3] - Lu'an Environmental Energy: +5.70% with a turnover rate of 2.81% and a net inflow of 121.39 million yuan [3] - Notable declines were seen in Tongkun Co., Dongyangguang, and Zhongchuang Zhiling, which fell by 4.62%, 3.24%, and 2.49% respectively [1][2]

Group 1 - The core viewpoint of the news highlights a strong performance in the non-ferrous metals sector, with the National Index for Non-Ferrous Metals (399395) rising by 2.50% as of October 14, 2025, driven by significant gains in individual stocks such as Silver Holdings (601212) up 10.02% and China Rare Earth (000831) up 8.00% [1] - The increase in spot gold prices, reaching a record high of $4,148.93 per ounce, is attributed to the Federal Reserve's interest rate cuts and tariff impacts, which have heightened risk aversion among investors [1] - Dongwu Securities indicates that the downward trend in real interest rates, combined with overseas fiscal and tariff pressures, is boosting safe-haven demand for precious metals, with expectations of further interest rate cuts in October [1] Group 2 - As of September 30, 2025, the top ten weighted stocks in the National Index for Non-Ferrous Metals (399395) include Zijin Mining (601899) and Northern Rare Earth (600111), collectively accounting for 53.12% of the index [2] - The Non-Ferrous ETF Fund (159880) closely tracks the National Index for Non-Ferrous Metals, reflecting the overall performance of listed companies in the non-ferrous metals sector on the Shanghai and Shenzhen stock exchanges [1][2]

Group 1 - The core point of the news is the decline in the stock price of Zhongfu Industrial, which fell by 5.04% to 5.09 CNY per share, with a trading volume of 272 million CNY and a turnover rate of 1.32%, resulting in a total market capitalization of 20.4 billion CNY [1] - Zhongfu Industrial, established on January 28, 1997, and listed on June 26, 2002, is primarily engaged in coal mining, thermal power generation, electrolytic aluminum, and deep processing of aluminum products [1] - The revenue composition of Zhongfu Industrial is as follows: aluminum processing 62.62%, electrolytic aluminum 31.55%, coal 2.60%, electricity 2.38%, other (supplementary) 0.44%, steam 0.33%, and trade 0.08% [1] Group 2 - Yongying Fund has one fund heavily invested in Zhongfu Industrial, specifically the Yongying Hongze One-Year Open Mixed Fund (011093), which reduced its holdings by 346,800 shares, now holding 7.7196 million shares, accounting for 5.16% of the fund's net value, ranking as the seventh largest holding [2] - The Yongying Hongze One-Year Open Mixed Fund (011093) was established on March 9, 2021, with a current scale of 655 million CNY, achieving a year-to-date return of 56.6%, ranking 661 out of 8234 in its category [2] - The fund manager of Yongying Hongze One-Year Open Mixed Fund is Gao Nan, who has a cumulative tenure of 7 years and 326 days, with the fund's total asset size at 14.033 billion CNY and a best return of 103.69% during his tenure [3]

Core Points - The major content of the reduction plan was disclosed on July 8, 2025, indicating that the major shareholder, Yicheng Chuangtou, held 200,471,535 shares, accounting for 5.00% of the total share capital before the reduction [2][4] - As of October 10, 2025, Yicheng Chuangtou completed the reduction plan, having reduced its holdings by 39,999,924 shares, which is 1% of the total share capital, leaving it with 160,471,611 shares, or 4.0039% of the total [2][4][6] Reduction Plan Implementation Results - The reduction plan was completed as planned, with no discrepancies between the actual reduction and the previously disclosed plan [6] - The reduction period lasted from July 30 to October 10, 2025, during which the shareholder successfully executed the planned reduction [2][6] - There were no early terminations of the reduction plan, confirming that the plan was fully implemented [6]

每经头条（nbdtoutiao）——天水麻辣烫、淄博烧烤、荣昌卤鹅⋯⋯"泼天流量"退去后，这些城市怎么 样了？ （记者 王晓波） 2025年1至6月份，中孚实业的营业收入构成为：有色行业占比94.76%，电力占比9.96%，煤炭占比 2.71%，其他业务占比0.47%，合并抵销占比-7.9%。 截至发稿，中孚实业市值为215亿元。 每经AI快讯，中孚实业（SH 600595，收盘价：5.36元）10月10日晚间发布公告称，2025年10月10日， 公司收到怡诚创投出具的《股份减持计划实施完毕的告知函》。截至2025年10月10日，怡诚创投本次减 持计划已实施完毕，怡诚创投自2025年7月30日至10月10日期间通过集中竞价方式累计减持公司股份 39,999,924股，不超过公司总股本的1%。本次减持计划实施完毕后，怡诚创投持有公司股份160,471,611 股，占公司总股本的4.0039%。 ...

格隆汇10月10日丨中孚实业(600595.SH)公布，2025年10月10日，公司收到怡诚创投出具的《股份减持 计划实施完毕的告知函》。截至2025年10月10日，怡诚创投本次减持计划已实施完毕，怡诚创投自2025 年7月30日至10月10日期间通过集中竞价方式累计减持公司股份4000万股，不超过公司总股本的1%。 ...

Core Viewpoint - Yicheng Venture Capital Group announced a share reduction plan, intending to reduce up to 1% of the total share capital of Zhongfu Industrial through centralized bidding [1] Summary by Categories Share Reduction Plan - Yicheng Venture Capital disclosed a plan to reduce its holdings by up to 1% of Zhongfu Industrial's total share capital [1] - The reduction is to be executed through centralized bidding [1] Shareholding Changes - As of October 10, 2025, Yicheng Venture Capital has reduced its holdings by 39,999,900 shares, which is 0.9980% of the total share capital [1] - The total amount from the reduction reached 210 million yuan [1] - After the reduction, Yicheng Venture Capital holds 160,471,600 shares, representing 4.0039% of the total share capital [1]

减持计划的实施结果情况：2025 年 10 月 10 日，公司收到怡诚创投出具 的《股份减持计划实施完毕的告知函》。截至 2025 年 10 月 10 日，怡诚创投本次 减持计划已实施完毕，怡诚创投自 2025 年 7 月 30 日至 10 月 10 日期间通过集中 竞价方式累计减持公司股份 39,999,924 股，不超过公司总股本的 1%。本次减持 计划实施完毕后，怡诚创投持有公司股份 160,471,611 股，占公司总股本的 4.0039%。 | 股东名称 | 河南怡诚创业投资集团有限公司 | | | | --- | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | □是 | √否 | | | 直接持股 5%以上股东 | √是 | □否 | | | 董事、监事和高级管理人员 | □是 | √否 | | | 其他：不适用 | | | | 持股数量 | 200,471,535股 | | | | 持股比例 | 5.00% | | | 证券代码：600595 证券简称：中孚实业 公告编号：2025-056 河南中孚实业股份有限公司 关于持股 5%以上股东减持计划实施完毕暨 ...

中孚实业公告，持股5%以上股东河南怡诚创业投资集团有限公司于2025年7月30日至10月10日通过集中 竞价累计减持3999.99万股，占公司总股本0.9980%，减持计划已实施完毕；减持价格区间4.57～5.65元/ 股，减持总金额2.1亿元；减持后持股1.6亿股，占4.0039%。 ...