从资金流向上来看，当日能源金属板块主力资金净流出23.16亿元，游资资金净流入3.04亿元，散户资金 净流入20.12亿元。能源金属板块个股资金流向见下表： 证券之星消息，2月2日能源金属板块较上一交易日下跌5.0%，盛屯矿业领跌。当日上证指数报收于 4015.75，下跌2.48%。深证成指报收于13824.35，下跌2.69%。能源金属板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600711 | 暨电矿业 | 14.54 | -10.02% | 206.48万 | | 31.07亿 | | 605376 | 博迁新材 | 83.88 | -9.89% | 17.88万 | | 15.56 Z | | 6633399 | 永杉坪V | 10.31 | -7.12% | C 23.29万 | | 2.47亿 | | 300618 | 塞姆钻亚 | 45.40 | -6.78% | 17.05万 | | 7.9567 | | 002756 | 永兴材料 | ...

盛屯矿业今日跌停，成交额31.07亿元，换手率6.68%，盘后龙虎榜数据显示，沪股通专用席位买入3.23 亿元并卖出8116.71万元，有4家机构专用席位净卖出3.91亿元。 ...

Group 1 - The core viewpoint of the news is that Shengtun Mining experienced a significant drop in stock price, falling by 7.18% to 15.00 CNY per share, with a trading volume of 113 million CNY and a turnover rate of 0.25%, resulting in a total market capitalization of 46.359 billion CNY [1] - Shengtun Mining, established on January 14, 1997, and listed on May 31, 1996, is based in Xiamen, Fujian Province, and its main business includes non-ferrous metal mining and selection, metal industry chain value-added services, and cobalt materials [1] - The revenue composition of Shengtun Mining's main business is as follows: energy metals account for 66.55%, basic metals for 27.88%, and metal trading and others for 5.56% [1] Group 2 - From the perspective of fund holdings, one fund under Baoying Fund has a significant position in Shengtun Mining, with Baoying Core Advantage Mixed A (213006) holding 1.9 million shares, representing 5.1% of the fund's net value, making it the ninth-largest holding [2] - The estimated floating loss for Baoying Core Advantage Mixed A due to the stock price drop is approximately 2.2039 million CNY [2] - Baoying Core Advantage Mixed A was established on March 17, 2009, with a current scale of 553 million CNY, and has achieved a year-to-date return of 8.05%, ranking 2613 out of 9000 in its category [2]

Group 1 - February macro outlook indicates a favorable macro environment for equity markets, with expectations of strong economic and credit data at the beginning of the year [7][9] - The strategy outlook suggests a transition in market styles, with a focus on growth "rest" and a continued bullish stance while adjusting portfolio structures [9][10] - The quantitative strategy emphasizes investing in small-cap stocks and taking long positions before the Spring Festival [10] Group 2 - The February gold stock selection includes companies from various sectors: - Electronics: Shiyun Circuit, Shengkong Co. - Consumer Electronics: Baiwei Storage - Computing: Yunsai Zhiliang - Communication: Kexin Innovation Source - Non-ferrous Metals: Shengtun Mining, Luoyang Molybdenum - Machinery: Zhonglian Heavy Industry - Coal: Huaibei Mining - Non-bank Financials: Dongfang Securities [12][14] - The rationale for selected stocks includes: - Shiyun Circuit is expected to benefit from emerging fields such as commercial aerospace and intelligent driving, potentially leading to significant growth [13] - Shengkong Co. is positioned to gain from the semiconductor cycle, with demand driven by AI and storage needs [17] - Baiwei Storage is set to capitalize on the AI infrastructure boom, with a focus on domestic market share growth [20] - Yunsai Zhiliang is anticipated to see increased demand for cloud services and IDC, driven by AI advancements [22] - Kexin Innovation Source is expected to achieve breakthroughs in the AI liquid cooling market, enhancing revenue and profitability [26] - Shengtun Mining is projected to improve profitability through copper price increases and strategic acquisitions [31] - Luoyang Molybdenum is expected to benefit from increased copper and cobalt production, alongside new gold mining projects [35] - Zhonglian Heavy Industry is positioned for growth through diversification in machinery sectors and global expansion [40] - Huaibei Mining is highlighted for its high elasticity in coking coal, with price improvements expected in 2026 [46] - Dongfang Securities is set to benefit from regulatory support and potential mergers, enhancing its market position [49]

（文章来源：证券日报） 证券日报网讯 1月30日，盛屯矿业发布公告称，公司于近日获悉控股股东深圳盛屯集团有限公司所持有 本公司的部分股份被质押，本次质押股数为6，500，000股。 ...

每经AI快讯，盛屯矿业1月30日晚间发布公告称，盛屯矿业集团股份有限公司控股股东深圳盛屯集团有 限公司持有公司股份约4.57亿股，占公司股份总数的14.8%；公司实际控制人姚雄杰先生持有公司股份 约4030万股，占公司股份总数的1.3%。截至本公告披露日，公司控股股东、实际控制人及其一致行动 人累计持有公司股份数量约为5.55亿股，占公司总股本比例为17.95%；本次股份质押后，公司控股股东 及其一致行动人累计质押公司股份数量约3.01亿股，占其持有公司股份的比例为54.23%，占公司总股本 的比例为9.74%。 （记者 曾健辉） 每经头条（nbdtoutiao）——核电建设热潮下，设备厂忙到"飞起"！订单已排至2028年，员工三班倒， 产线24小时不停 ...

证券代码：600711 证券简称：盛屯矿业 公告编号：2026-004 盛屯矿业集团股份有限公司 关于控股股东部分股份质押的公告 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法律责任。 重要内容提示： ●盛屯矿业集团股份有限公司（以下简称"公司"或"盛屯矿业"）控股股 东深圳盛屯集团有限公司（以下简称"深圳盛屯集团"）持有公司股份 457,494,897 股，占公司股份总数的 14.80%；公司实际控制人姚雄杰先生持有公 司股份 40,305,000 股，占公司股份总数的 1.30%。 ●截至本公告披露日，公司控股股东、实际控制人及其一致行动人累计持有 公司股份数量为 554,799,897 股，占公司总股本比例为 17.95%；本次股份质押 后，公司控股股东及其一致行动人累计质押公司股份数量 300,880,000 股，占其 持有公司股份的比例为 54.23%，占公司总股本的比例为 9.74%。 一、股份被质押 况如下： | | | | | | | 占公 | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | ...

Group 1 - The core viewpoint of the news is that Shengtun Mining experienced a 5.2% drop in stock price, closing at 16.94 yuan per share, with a trading volume of 550 million yuan and a turnover rate of 1.04%, resulting in a total market capitalization of 52.355 billion yuan [1] - Shengtun Mining, established on January 14, 1997, and listed on May 31, 1996, is located in Xiamen, Fujian Province. The company primarily engages in non-ferrous metal mining and selection, metal industry chain value-added services, and cobalt materials business, with its main business revenue composition being 66.55% from energy metals, 27.88% from basic metals, and 5.56% from metal trading and others [1] Group 2 - From the perspective of fund holdings, one fund under Baoying Fund has a significant position in Shengtun Mining. The Baoying Core Advantage Mixed A Fund (213006) held 1.9 million shares in the fourth quarter, accounting for 5.1% of the fund's net value, making it the ninth largest holding. The estimated floating loss today is approximately 1.767 million yuan [2] - The Baoying Core Advantage Mixed A Fund (213006) was established on March 17, 2009, with a latest scale of 553 million yuan. Year-to-date, it has achieved a return of 10.84%, ranking 1685 out of 8872 in its category; over the past year, it has returned 27.23%, ranking 4694 out of 8126; and since inception, it has returned 293.92% [2]

Core Viewpoint - The energy metals sector experienced a decline of 1.24% on January 29, with Yongshan Lithium Industry leading the drop. The Shanghai Composite Index rose by 0.16%, while the Shenzhen Component Index fell by 0.3 [1]. Group 1: Market Performance - The closing price of the Shanghai Composite Index was 4157.98, and the Shenzhen Component Index closed at 14300.08 [1]. - Key stocks in the energy metals sector showed mixed performance, with notable gainers including Boqian New Materials (+2.40%) and Zangge Mining (+2.02%), while Yongshan Lithium Industry led the decline at -4.00% [1][2]. Group 2: Trading Volume and Value - Boqian New Materials had a trading volume of 154,800 shares and a transaction value of 1.432 billion yuan, while Zangge Mining had a volume of 270,000 shares and a value of 2.464 billion yuan [1]. - The overall trading volume and value for the energy metals sector indicated significant activity, with major stocks like Ganfeng Lithium and Huayou Cobalt also contributing to the sector's dynamics [1][2]. Group 3: Capital Flow - The energy metals sector saw a net outflow of 1.208 billion yuan from institutional investors, while retail investors contributed a net inflow of 994 million yuan [2][3]. - Specific stocks like Zangge Mining and Boqian New Materials experienced varying levels of net inflow and outflow from different investor categories, indicating diverse investor sentiment [3].

1月29日，盛屯矿业跌5.09%，截至发稿，报17.33元/股，成交21.60亿元，换手率3.89%，总市值535.60 亿元。 资料显示，盛屯矿业集团股份有限公司位于福建省厦门市思明区展鸿路81号波特曼财富中心A座52层， 成立日期1997年1月14日，上市日期1996年5月31日，公司主营业务涉及有色金属采选业务、金属产业链 增值服务业务、钴材料业务等;铅锌及多种有价金属产品冶炼。主营业务收入构成为：能源金属业务 66.55%，基本金属业务27.88%，金属贸易业务及其他5.56%。 从基金十大重仓股角度 数据显示，中银基金旗下1只基金重仓盛屯矿业。中银宏观策略混合A（001127）四季度持有股数48.71 万股，占基金净值比例为2.59%，位居第六大重仓股。根据测算，今日浮亏损失约45.3万元。 中银宏观策略混合A（001127）基金经理为严菲、郭昀松。 截至发稿，严菲累计任职时间18年339天，现任基金资产总规模3.19亿元，任职期间最佳基金回报 144.87%， 任职期间最差基金回报-17.61%。 郭昀松累计任职时间2年78天，现任基金资产总规模5.41亿元，任职期间最佳基金回报101.03%， ...