Group 1 - The core viewpoint of the news is the strong performance of the non-ferrous metal sector, particularly cobalt and nickel concepts, with several companies reaching their daily limit up [1] - The Ministry of Industry and Information Technology, along with seven other departments, has issued a "Non-Ferrous Metal Industry Stabilization Growth Work Plan (2025-2026)" [1] - The plan sets a target for the non-ferrous metal industry to achieve an average annual value-added growth of around 5% from 2025 to 2026, with a 1.5% average annual growth in the production of ten non-ferrous metals [1][2] Group 2 - The plan emphasizes the development of domestic resources for copper, aluminum, and lithium, with a target of exceeding 20 million tons in recycled metal production [2] - It proposes a new round of exploration strategies to enhance resource investigation for copper, aluminum, lithium, nickel, cobalt, and tin, aiming to generate new exploration results [2] - The document also aims to optimize the competitive landscape in oversupplied sectors such as alumina, copper smelting, and lithium carbonate, suggesting a focus on the profit elasticity of related sector companies [2]

Group 1 - The non-ferrous metal sector is experiencing significant gains, with copper, cobalt, and tin leading the rise [1] - Companies such as Shengton Mining, Huayou Cobalt, Huaxi Nonferrous, Xiyu Co., and Boqian New Materials have reached their daily limit increase [1] - Jiangxi Copper, Yunnan Copper, Hanrui Cobalt, and Xingye Silver Tin have all seen their stock prices increase by over 7% [1]

Core Insights - The energy metals sector experienced a significant increase of 4.85% on September 29, with Boqian New Materials leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Sector Performance - Boqian New Materials (605376) saw a closing price of 59.49, with a rise of 10.00% and a trading volume of 18,400 lots, amounting to 110 million yuan [1] - Ganfeng Lithium (002460) closed at 58.50, up 7.83%, with a trading volume of 1,189,500 lots and a transaction value of 6.772 billion yuan [1] - Other notable performers included: - Sai Rui Aluminum (300618) at 53.24, up 5.78% [1] - Huayou Cobalt (603799) at 60.25, up 5.46% [1] - Tengyuan Diamond (301219) at 72.27, up 5.20% [1] Capital Flow - The energy metals sector saw a net inflow of 1.344 billion yuan from main funds, while retail funds experienced a net outflow of 828 million yuan [1] - Ganfeng Lithium had a main fund net inflow of 5.42 billion yuan, but retail funds saw a net outflow of 2.96 billion yuan [2] - Huayou Cobalt also reported a main fund net inflow of 4.97 billion yuan, with retail funds experiencing a net outflow of 4.53 billion yuan [2]

Core Viewpoint - Shengtun Mining has shown significant stock performance with a year-to-date increase of 92.12%, indicating strong market interest and potential growth in the mining sector [1][2]. Group 1: Stock Performance - On September 29, Shengtun Mining's stock rose by 2.21%, reaching 9.26 CNY per share, with a trading volume of 8.25 billion CNY and a turnover rate of 2.91% [1]. - The company has experienced a net outflow of 38.47 million CNY in principal funds, with large orders accounting for 24.05% of purchases and 31.85% of sales [1]. - Over the past five trading days, the stock has increased by 13.20%, while it has risen by 36.58% over the last 60 days [1]. Group 2: Company Overview - Shengtun Mining, established on January 14, 1997, and listed on May 31, 1996, is located in Xiamen, Fujian Province, and specializes in non-ferrous metal mining and related services [2]. - The company's revenue composition includes 66.55% from energy metals, 27.88% from basic metals, and 5.56% from metal trading and other services [2]. - As of August 31, the number of shareholders increased to 130,300, with an average of 23,720 circulating shares per person [2]. Group 3: Financial Performance - For the first half of 2025, Shengtun Mining reported a revenue of 13.804 billion CNY, reflecting a year-on-year growth of 20.94%, while the net profit attributable to shareholders decreased by 5.81% to 1.053 billion CNY [2]. - The company has distributed a total of 933 million CNY in dividends since its A-share listing, with 388 million CNY distributed over the past three years [3].

Group 1 - On September 26, 16 listed companies repurchased shares, indicating a trend of companies returning capital to shareholders [1] - Shengtun Mining had the highest repurchase amount at 269 million yuan, with a total of 32.42 million shares repurchased [1] - Goodway repurchased shares worth 7.896 million yuan, totaling 1.45 million shares [1] - Haishun New Materials repurchased shares amounting to 2.957 million yuan, with 1.7 million shares repurchased [1]

Group 1 - On September 26, 16 listed companies repurchased stocks [1] - Shengtun Mining had the highest repurchase amount of 269 million yuan, buying back 32.42 million shares [1] - Goodway repurchased stocks worth 78.96 million yuan, acquiring 1.45 million shares [1] - Haishun New Materials repurchased stocks totaling 29.57 million yuan, with a buyback of 1.7 million shares [1]

Core Insights - The metal lead concept index increased by 0.65%, ranking 10th among concept sectors, with 16 stocks rising, including Shengtun Mining, Hunan Silver, and Xingye Silver Tin, which rose by 5.35%, 5.02%, and 4.72% respectively [1] - The lead metal sector saw a net inflow of 0.92 billion yuan from main funds, with 12 stocks receiving net inflows, and 6 stocks exceeding 30 million yuan in net inflows, led by Shengtun Mining with a net inflow of 1.42 billion yuan [2] - The leading stocks in terms of net inflow ratio included Zhihui Agriculture, Hunan Silver, and Xingye Silver Tin, with net inflow ratios of 11.05%, 7.73%, and 5.58% respectively [3] Stock Performance - Shengtun Mining had a daily increase of 5.35% with a turnover rate of 9.12% and a main fund flow of 141.97 million yuan, resulting in a net inflow ratio of 5.57% [3] - Hunan Silver increased by 5.02% with a turnover rate of 13.29% and a main fund flow of 36.92 million yuan, leading to a net inflow ratio of 1.82% [3] - The stocks with the largest declines included Wolong New Energy, Tibet Zhufeng, and Huayu Mining, which fell by 3.24%, 1.90%, and 1.62% respectively [1] Fund Flow Analysis - The top stocks by main fund inflow included Baiyin Nonferrous with a net inflow of 1.04 billion yuan and Zijin Mining with 886.34 million yuan [2] - The overall performance of the lead metal sector indicates a positive sentiment among investors, as evidenced by the significant net inflows into leading stocks [2][3]

证券代码：600711 证券简称：盛屯矿业 公告编号：2025-049 盛屯矿业集团股份有限公司 关于担保进展的公告 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。 公司为下属公司盛屯金属在浦发银行厦门分行申请的最高额不超过人民币 2,000万元整的债务提供连带责任保证担保。 ●本次是否有反担保：否 ●公司对外担保逾期的累计金额：无 重要提示： ●被担保人：盛屯矿业集团股份有限公司(以下简称"公司"或"盛屯矿业" 或"上市公司")、中合镍业有限公司(以下简称"中合镍业")、四川盛屯锌锗科 技有限公司（以下简称"盛屯锌锗"）、汉源盛屯锌锗科技有限公司（以下简称" 汉源盛屯锌锗"）、盛屯金属有限公司（以下简称"盛屯金属"）。 ●公司下属公司科立鑫(珠海)新能源有限公司（以下简称"科立鑫（珠海）"） 为公司在中国光大银行股份有限公司厦门分行（以下简称"光大银行厦门分行"） 申请的最高额本金不超过人民币10,000万元整的授信提供连带责任保证担保。 公司下属公司科立鑫(珠海)为公司在上海浦东发展银行股份有限公司厦门分行 （以下简称"浦 ...

Core Viewpoint - The "摘帽" concept has shown a positive performance with a 0.97% increase, ranking second among concept sectors, indicating a potential investment opportunity in this area [1][2]. Market Performance - As of September 26, the "摘帽" concept saw 26 stocks rise, with 中嘉博创 and 曙光股份 hitting the daily limit, while stocks like 汉马科技 and 凯撒旅业 experienced notable declines [1][2]. - The top gainers within the "摘帽" concept included 有棵树 (up 8.70%), 天创时尚 (up 6.85%), and 理工导航 (up 6.32%) [1][2]. Capital Flow - The "摘帽" concept attracted a net inflow of 326 million yuan from main funds, with 24 stocks receiving net inflows, and five stocks exceeding 50 million yuan in net inflow [2][3]. - 同洲电子 led the net inflow with 158 million yuan, followed by 盛屯矿业 and 汇金股份 with 142 million yuan and 141 million yuan, respectively [2][3]. Stock Performance Metrics - The stocks with the highest net inflow ratios included 曙光股份 (42.04%), 中嘉博创 (38.06%), and 天创时尚 (15.61%) [3]. - The top stocks by net inflow and their respective performance included: - 同洲电子: 5.52% increase, 12.63% turnover rate, 157.73 million yuan net inflow [3]. - 盛屯矿业: 5.35% increase, 9.12% turnover rate, 141.97 million yuan net inflow [3]. - 曙光股份: 9.97% increase, 7.43% turnover rate, 80.03 million yuan net inflow [3].

证券之星消息，9月26日能源金属板块较上一交易日上涨0.28%，盛屯矿业领涨。当日上证指数报收于 3828.11，下跌0.65%。深证成指报收于13209.0，下跌1.76%。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 | 盛电矿业 | 9.06 | 5.35% | 281.80万 | | 25.49 Z | | 301219 | 腾远钻业 | 68.70 | 2.83% | 14.98万 | | 10.37亿 | | 603799 | 华友钻业 | 57.13 | 2.73% | 96.34万 | | 55.58亿 | | 300618 | 塞锐铝业 | 50.33 | 0.90% | 24.03万 | | 12.15亿 | | 000762 | 西藏矿业 | 22.72 | 0.62% | 27.67万 | | 6.41亿 | | 603399 | 永杉锂业 | 9.50 | 0.21% | 8.77万 | | 8378.64万 ...