9月24日，盛屯矿业大宗交易成交61万股，成交额507.52万元，占当日总成交额的0.79%，成交价8.32 元，较市场收盘价8.32元持平。 | 交易日期 -- 证券简称 -- 证券代码 | | 咸交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | | | 卖出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | | 025-09-24 盛中时业 | 600711 | 8.32 | 507.52 | 61 | 凭葡证塑胶份有限 | 去簡景烈劈发意眼 | 190 | ...

Group 1 - The regulatory environment for A-shares has tightened significantly since the introduction of new delisting rules, leading to a more pronounced survival of the fittest dynamic in the market, with 159 companies being designated as ST (Special Treatment) this year [1] - The majority of newly designated ST companies are from the main board, contributing 111 out of the total, while the ChiNext and Sci-Tech Innovation Board account for 45, and the Beijing Stock Exchange has its first three ST companies [1][3] - The new regulations have implemented a dual-stranglehold on problematic companies through quantitative financial indicators and detailed regulatory standards [1] Group 2 - The most prominent issue leading to ST designations is revenue-related, with 54 companies being designated due to their 2024 revenue falling below 300 million yuan, primarily occurring around April when annual reports were disclosed [3] - Other reasons for ST designations include financial report falsifications, negative net assets, and bankruptcy, with 17 companies flagged for false financial reporting [6][7] - The computer and pharmaceutical industries have the highest number of ST companies, reflecting the high competition and rapid changes in these sectors, with 18 and 15 companies respectively [10][11] Group 3 - Despite the increasing number of ST companies, 46 companies have successfully removed their ST status this year through acquisitions and capital injections, meeting regulatory requirements [14] - Notable companies that have successfully "un-capped" include Huijin Co., Zhaojin Gold, and Tongzhou Electronics, among others [14] - The case of Shengtun Mining is highlighted, which achieved a revenue of 13.8 billion yuan in the first half of the year, despite being flagged for false reporting in previous years [15][16]

Group 1 - The core viewpoint of the news highlights the recent performance and financial metrics of Shengtun Mining, indicating a significant increase in stock price and trading activity [1][2] - As of September 24, Shengtun Mining's stock price rose by 2.07% to 8.37 CNY per share, with a total market capitalization of 25.868 billion CNY [1] - The company has seen a year-to-date stock price increase of 73.65%, although it experienced a 4.34% decline over the last five trading days [1] Group 2 - Shengtun Mining's main business includes non-ferrous metal mining and processing, with revenue composition being 66.55% from energy metals, 27.88% from basic metals, and 5.56% from metal trading and other services [2] - The company reported a revenue of 13.804 billion CNY for the first half of 2025, 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] - As of August 31, the number of shareholders increased to 130,300, with an average of 23,720 circulating shares per person, a decrease of 8.93% from the previous period [2] Group 3 - Shengtun Mining 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]

Market Overview - On September 22, the energy metals sector declined by 0.72%, with Tengyuan Cobalt leading the drop [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Individual Stock Performance - Huayou Cobalt (603799) closed at 52.72, up 2.25% with a trading volume of 1.1924 million shares and a transaction value of 6.334 billion [1] - Cangge Mining (000408) closed at 54.24, down 0.11% with a trading volume of 84,000 shares [1] - Ganfeng Lithium (002460) closed at 52.54, down 0.53% with a trading volume of 1.2772 million shares and a transaction value of 6.638 billion [1] - Other notable declines include Tengyuan Cobalt (301219) down 5.59% and Tianqi Lithium (002466) down 2.53% [2] Capital Flow Analysis - The energy metals sector experienced a net outflow of 1.698 billion in main funds, while retail funds saw a net inflow of 758 million [2][3] - Ganfeng Lithium (002460) had a main fund net outflow of 718 million, with retail inflows of 344 million [3] - Tianqi Lithium (002466) also faced a main fund net outflow of 370 million, with retail inflows of 217 million [3]

Group 1 - The metal zinc sector experienced a decline of 3.88% as of the market close on September 18, ranking among the top losers in the concept sector, with companies like Wolong New Energy, Hunan Silver, and Xiyu Co. leading the declines [1] - The main outflow of funds in the metal zinc sector amounted to a net outflow of 3.111 billion yuan, with 32 stocks experiencing net outflows, and 10 stocks seeing outflows exceeding 100 million yuan [2] - Zijin Mining topped the list of net fund outflows with 1.038 billion yuan, followed by Hunan Silver and Xiyu Co. with net outflows of 211 million yuan and 184 million yuan respectively [2] Group 2 - The top gainers in the market included the F5G concept with a rise of 1.45%, while the metal lead sector fell by 3.94% [2] - The trading volume for Zijin Mining was 1.28%, with a price drop of 2.59%, indicating significant trading activity despite the decline [3] - Other notable companies with significant net outflows included Shengtun Mining and Hunan Gold, with outflows of 173 million yuan and 151 million yuan respectively [3]

Market Overview - On September 18, the energy metals sector declined by 1.29%, with Tibet Mining leading the drop [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] Individual Stock Performance - Tibet Mining (000762) closed at 21.91, down 4.11% with a trading volume of 213,900 shares [1] - Rongjie Co. (002192) closed at 34.96, down 4.01% with a trading volume of 114,900 shares [1] - Blue Electric Mining (600711) closed at 8.40, down 4.00% with a trading volume of 1,290,200 shares [1] - Ganfeng Lithium (002460) closed at 48.02, down 3.86% with a trading volume of 983,400 shares [1] - Tianqi Lithium (002466) closed at 43.15, down 3.66% with a trading volume of 508,200 shares [1] - Other notable declines include Sai Rui Drilling (300618) down 3.47% and Shengxin Lithium Energy (002240) down 3.35% [1] Capital Flow Analysis - The energy metals sector experienced a net outflow of 1.765 billion yuan from main funds, while retail funds saw a net inflow of 1.286 billion yuan [1] - Notable net inflows from retail investors were observed in Tibet Mining and Cangge Mining, with 28.16 million yuan and 58.10 million yuan respectively [2] - Conversely, significant net outflows from main funds were recorded for Rongjie Co. and Tibet Mining, with 30.47 million yuan and 35.79 million yuan respectively [2]

Group 1 - The controlling shareholder, Shenzhen Shengtun Group, holds 457,494,897 shares, accounting for 14.80% of the total shares of the company [1] - The actual controller, Mr. Yao Xiongjie, holds 40,305,000 shares, representing 1.30% of the total shares [1] - As of the announcement date, the total shares held by the controlling shareholder, actual controller, and their concerted parties amount to 554,799,897 shares, which is 17.95% of the total share capital [1] - After the recent share pledge, the controlling shareholder and its concerted parties have pledged a total of 262,030,000 shares, which is 47.23% of their held shares and 8.48% of the total share capital [1] Group 2 - The pledged shares are not used for significant asset restructuring performance compensation or other matters [1]

证券代码：600711 证券简称：盛屯矿业 公告编号：2025-047 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%。 2、本次质押的股份未被用作重大资产重组业绩补偿等事项。 3、股东累计质押股份情况 截至本公告披露日，控股股东深圳盛屯集团及其一致行动人累计质押股份情 况如下： | | | | | | | 占公 | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 本次质押前 | 本次质押后 | 占其所 | 司总 | | ...

Core Viewpoint - The stock of Shengtun Mining has experienced significant fluctuations, with a year-to-date increase of 83.82%, but a recent decline in trading activity and net outflow of funds indicates potential volatility ahead [2][3]. Financial Performance - For the first half of 2025, Shengtun Mining reported revenue of 13.804 billion yuan, reflecting a year-on-year growth of 20.94%, while net profit attributable to shareholders decreased by 5.81% to 1.053 billion yuan [3]. - The company has cumulatively distributed cash dividends of 933 million yuan since its A-share listing, with 388 million yuan distributed over the past three years [4]. Stock Market Activity - As of September 15, the stock price of Shengtun Mining was 8.86 yuan per share, with a market capitalization of 27.383 billion yuan. The stock saw a trading volume of 667 million yuan and a turnover rate of 2.42% [1]. - The stock has been on the龙虎榜 (top trading list) once this year, with the most recent appearance on August 29, where it recorded a net purchase of 431 million yuan [2]. Shareholder Information - As of August 31, the number of shareholders for Shengtun Mining reached 130,300, an increase of 9.81% from the previous period, while the average circulating shares per person decreased by 8.93% to 23,720 shares [3]. Business Overview - Shengtun Mining, established on January 14, 1997, and listed on May 31, 1996, is primarily engaged in non-ferrous metal mining and processing, with a revenue composition of 66.55% from energy metals, 27.88% from basic metals, and 5.56% from metal trading and other services [2]. - The company operates within the non-ferrous metals sector, specifically focusing on energy metals and cobalt, and is associated with various concept sectors including zinc, gold, cobalt-nickel, and lithium batteries [2].

Group 1 - The metal zinc sector saw a significant increase of 3.39%, leading the concept sectors in terms of growth, with 33 stocks rising, including notable gainers such as Zhuhai Group and Shengda Resources, which hit the daily limit [1][2] - Major stocks in the zinc sector that experienced substantial gains include New Weiling, which rose by 11.61%, followed by Xingye Silver Tin and Weiling Shares, which increased by 7.43% and 6.18% respectively [1][2] - Conversely, stocks such as Wolong New Energy, ST Jinglan, and Zhejiang Fu Holdings faced declines, with drops of 8.29%, 1.09%, and 0.50% respectively [1][2] Group 2 - The metal zinc sector attracted a net inflow of 617 million yuan from main funds, with 26 stocks receiving net inflows, and 8 stocks exceeding 100 million yuan in net inflow [2][3] - Hunan Baiyin led the net inflow with 559 million yuan, followed by Yuguang Jin Lead and Shengtun Mining, which saw net inflows of 158 million yuan and 151 million yuan respectively [2][3] - The top three stocks by net inflow ratio were Hunan Baiyin at 27.76%, Shengda Resources at 19.65%, and Shengtun Mining at 10.61% [3] Group 3 - The overall performance of the metal zinc sector is reflected in the trading data, with Hunan Baiyin showing a daily increase of 9.98% and a turnover rate of 14.11% [3][4] - Other notable performers include Yuguang Jin Lead, which increased by 10.02% with a turnover rate of 13.83%, and Shengtun Mining, which rose by 2.38% with a turnover rate of 5.09% [3][4] - Stocks such as Xingye Silver Tin and Shengda Resources also performed well, with increases of 7.43% and 10.02% respectively [3][4] Group 4 - The article highlights the contrasting performance of stocks within the sector, with stocks like Wolong New Energy experiencing a significant drop of 8.29% and a negative net fund flow of 89 million yuan [5] - Other underperformers included ST Jinglan and Zhejiang Fu Holdings, which saw declines of 1.09% and 0.50% respectively, indicating a mixed sentiment in the market [5]