中信金属股份有限公司的主营业务是金属及矿产品的贸易业务。公司的主要产品是铌、铜、铝、镍等有 色金属产品以及铁矿石、钢材、铬矿、锰矿。公司作为全球最大的铌产品供应商CBMM在中国的独家 分销商，在国内铌产品市场约占80%的市场份额。目前公司处于中国铜精矿贸易企业的前列，未来公司 凭借LasBambas和艾芬豪的股权投资，以及相应的铜精offtake为基础，不断提高铜精矿的市场份额以及 国际影响力。 最新一期业绩显示，2025年一季报，公司实现营业收入282.49亿元，同比5.28%；净利润5.71亿元，同 比268.89%，销售毛利率2.01%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)5中信金属15.3018.151.81406.21亿行业平均 47.8371.143.1695.76亿行业中值38.4244.972.2979.99亿1建发股份10.3110.240.54301.55亿2江苏国泰 10.7311.010.78121.75亿3苏美达11.2912.031.77138.12亿4物产环能11.4910.171.3275.10亿6厦门国贸 21.6122.000.68137.63亿7深粮控 ...

Core Insights - The article highlights the rapid growth and strategic importance of the nano-metal materials industry in China, driven by technological advancements and increasing market demand [1][14]. Industry Overview - Nano-metal materials, characterized by grain sizes between 1-100 nanometers, exhibit superior properties such as ultra-high strength, excellent thermal stability, and unique electromagnetic characteristics [1][14]. - The market size for nano-metal materials in China is projected to grow from 28.98 billion yuan in 2018 to 74.451 billion yuan in 2024, with a compound annual growth rate (CAGR) of 17.03% [1][14]. - Key applications of nano-metal materials include electronics, new energy development, biomedicine, and aerospace [1][14]. Production Methods - The production methods for nano-metal materials are categorized into physical and chemical methods, including evaporation-condensation, high-energy ball milling, and chemical reduction [5]. Policy Support - The Chinese government has identified nano-materials as a key area for development, with various policies aimed at promoting innovation and industrial upgrades [7]. Industry Chain - The upstream of the nano-metal materials industry includes raw material supply and manufacturing equipment, while the downstream encompasses applications in biomedical, aerospace, construction, automotive, and electronics sectors [9]. Key Companies - Notable companies in the nano-metal materials sector include Jiangsu Boqian New Materials Co., Ltd., Jiangxi Baohong Nano Technology Co., Ltd., and Shandong Changxin Nano Technology Co., Ltd., which are involved in the R&D and production of high-performance nano-metal materials [17][19][21]. Development Trends - The industry is moving towards high-performance and multifunctional materials, with innovations in atomic-level structure design and surface modification technologies [25]. - There is a shift towards green and low-carbon production methods, emphasizing sustainable practices in the manufacturing of nano-metal materials [26][27]. - Cross-disciplinary integration is expanding the application boundaries of nano-metal materials, particularly in biomedicine and information technology [28].

Group 1 - The core viewpoint of the articles highlights the performance and market position of Zhongxin Metal, noting its recent stock price increase and low rolling PE ratio compared to industry averages [1][2] - Zhongxin Metal's stock closed at 8.21 yuan, up 1.73%, with a rolling PE ratio of 15.16, marking a new low in 158 days and a total market capitalization of 40.229 billion yuan [1] - The company ranks 16th in the trade industry, which has an average PE ratio of 46.82 and a median of 36.50 [1][2] Group 2 - As of June 9, 2025, Zhongxin Metal has 80,949 shareholders, an increase of 1,028 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1] - The company's main business involves trading metals and mineral products, including niobium, copper, aluminum, nickel, iron ore, steel, chromium ore, and manganese ore [1] - Zhongxin Metal is the exclusive distributor of CBMM, the largest niobium supplier globally, holding approximately 80% of the domestic niobium market share [1] - The company is positioned among the top copper concentrate trading enterprises in China and aims to enhance its market share and international influence through investments in Las Bambas and Aifenhao [1] - In the latest quarterly report for Q1 2025, Zhongxin Metal reported revenue of 28.249 billion yuan, a year-on-year increase of 5.28%, and a net profit of 571 million yuan, reflecting a significant year-on-year increase of 268.89% with a sales gross margin of 2.01% [1]

Group 1 - The core viewpoint of the articles highlights the performance and market position of Zhongxin Metal, which closed at 8.07 yuan with a PE ratio of 14.90 times, significantly lower than the industry average of 46.00 times [1][2] - Zhongxin Metal's total market capitalization is 39.543 billion yuan, ranking 16th in the trading industry based on PE ratio [1][2] - As of the first quarter of 2025, five institutions hold shares in Zhongxin Metal, with a total of 17.899 million shares valued at 139 million yuan [1] Group 2 - The main business of Zhongxin Metal includes trading of metals and mineral products, with a focus on niobium, copper, aluminum, nickel, iron ore, steel, chromium ore, and manganese ore [1] - The company is the largest supplier of niobium products globally and holds an 80% market share in the domestic niobium market in China [1] - In the latest financial report for the first quarter of 2025, Zhongxin Metal achieved a revenue of 28.249 billion yuan, a year-on-year increase of 5.28%, and a net profit of 571 million yuan, reflecting a significant year-on-year growth of 268.89% [1]

| 000060 | 中金岭南 | -1.27 | 1.04 | -3338.01 | | --- | --- | --- | --- | --- | | 605376 | 博迁新材 | -3.12 | 3.06 | -2871.19 | | 000426 | 兴业银锡 | 0.42 | 2.83 | -2568.87 | | 601618 | 中国中冶 | 0.00 | 0.33 | -2567.40 | | 601061 | 中信金属 | -1.10 | 3.27 | -2277.11 | | 000762 | 西藏矿业 | -2.58 | 2.85 | -2168.54 | | 600490 | 鹏欣资源 | -2.42 | 2.36 | -1927.27 | | 000546 | 金圆股份 | -2.38 | 3.31 | -1817.74 | | 000701 | 厦门信达 | -1.12 | 4.15 | -945.69 | | 300477 | ST合纵 | -2.59 | 4.71 | -777.93 | | 301500 | 飞南资源 | -5.51 | 9.60 | -587.21 | | ...

Group 1 - CITIC Metal is a key subsidiary of CITIC Group in the advanced materials sector, recognized as a leading trader of metals and mining products in China, and has recently listed on the A-share market under the main board registration system [1] - The company has a diverse range of trading products including niobium, copper, aluminum, iron ore, and steel, while also focusing on mining investments with stable operations in core projects such as Brazil's CBMM and Peru's BHP Copper Mine [1] - The demand for steel is expected to remain high in the long term, driven by emerging industries like new energy vehicles and wind power, necessitating a focus on deep decarbonization in energy activities to achieve China's "dual carbon" goals [1] Group 2 - Niobium is a stable metal that significantly enhances the strength and toughness of advanced materials like steel and high-temperature alloys, with 90% of niobium used as a micro-alloying element in steel production [2] - CITIC Metal has maintained a market share of over 80% in the niobium sector, contributing to a record high consumption of niobium in China, and has established a partnership with CBMM to become its exclusive distributor in the country [2] - The annual production of niobium-containing steel in China has increased from less than 30,000 tons in 1990 to over 10 million tons, significantly advancing the development of high-performance steel materials in the country [2]

证券代码：601061 证券简称：中信金属 公告编号：2025-035 (一)股东大会召开的时间：2025 年 6 月 20 日 (二)股东大会召开的地点：北京市朝阳区京城大厦 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： | 1、出席会议的股东和代理人人数 | 466 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 4,405,435,820 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | | | 份总数的比例（%） | 89.9068 | (四)表决方式是否符合《公司法》及《公司章程》的规定，大会主持情况等。 中信金属股份有限公司 2025年第二次临时股东大会决议公告 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： 本次会议是否有否决议案：无 一、 会议召开和出席情况 本次股东大会由公司董事会召集，会议由公司董事长主持。股东大会采取现 场记名投票与网络投票相结合的方式表决。本次股东大会的召集和召开程序、出 席会议人员的资格、会 ...

北京市嘉源律师事务所 关于中信金属股份有限公司 2025 年第二次临时股东大会的 法律意见书 上 中 西城区复兴门内大街 158 号远洋大厦 4 楼 中国·北京 需 准 中 名 所 IA YUAN LAW OFFICES 北京 BEIJING · 上海 SHANGHAI · 深圳 SHENZHEN,香港 HONGKONG · 广州 GUANGZHOU· 西安 XI`AN 致:中信金属股份有限公司 北京市嘉源律师事务所 关于中信金属股份有限公司 2025年第二次临时股东大会的 法律意见书 1、2025年6月4日,公司召开第三届董事会第八次会议并决议召开本次股 东大会。本次股东大会的召集人为公司董事会。 嘉源(2025)-04-445 北京市嘉源律师事务所(以下简称"本所")接受中信金属股份有限公司(以 下简称"公司"）的委托,根据《中华人民共和国公司法》(以下简称"《公司 法》"）、《上市公司股东会规则》(以下简称"《股东会规则》")等现行有 效的法律、行政法规、部门规章、规范性文件(以下简称"法律法规")以及《中 信金属股份有限公司章程》(以下简称"《公司章程》")的有关规定,指派本 所律师对公司 2025 ...

Core Points - The company announced a cash dividend of RMB 0.168 per share (including tax) for its A shares [1][3] - The dividend distribution plan was approved at the annual general meeting held on May 23, 2025 [1] - The record date for the dividend is June 24, 2025, with the last trading day and ex-dividend date also on June 25, 2025 [1] Dividend Distribution Details - The total share capital before the distribution is 4,900,000,000 shares, and the cash dividend will be distributed to all shareholders registered with the China Securities Depository and Clearing Corporation Limited, Shanghai Branch [1] - The cash dividends for shareholders with unrestricted A shares will be distributed through the clearing system of the China Securities Depository and Clearing Corporation [1] - Shareholders who have not completed designated transactions will have their dividends held by the China Securities Depository and Clearing Corporation until the designated transaction is completed [1] Taxation Information - For individual shareholders and securities investment funds holding unrestricted A shares, a unified personal income tax rate of 20% applies to dividends, with different tax treatments based on the holding period [2][3] - For shares held for less than one month, the full dividend amount is taxable; for shares held between one month and one year, 50% of the dividend is taxable; and for shares held for over one year, the dividend is exempt from personal income tax [2] - The actual cash dividend after tax for shareholders holding unrestricted A shares is RMB 0.168 per share, while for those holding restricted shares, it is RMB 0.1512 per share [3][4] Special Cases for Foreign Investors - Qualified Foreign Institutional Investors (QFII) and Renminbi Qualified Foreign Institutional Investors (RQFII) will have a withholding tax rate of 10% applied to their dividends, resulting in a net dividend of RMB 0.1512 per share [4][5] - Hong Kong investors will also receive dividends through the China Securities Depository and Clearing Corporation, with a 10% withholding tax applied, similar to QFII and RQFII [5] - Other institutional investors and corporate shareholders will not have taxes withheld by the company, and the actual cash dividend remains RMB 0.168 per share (including tax) [6]

证券代码：601061 证券简称：中信金属 公告编号：2025-034 中信金属股份有限公司 关于公司及子公司间提供担保的公告 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: 被担保人名称：中信金属宁波能源有限公司（以下简称"宁波能源"）及中信 金属国际有限公司（以下简称"金属国际"）均为中信金属股份有限公司（以 下简称"中信金属"或"公司"）的全资子公司，不属于公司关联方。 本次担保金额及已实际为其提供的担保余额：公司本次拟对宁波能源提供担 保总额不超过人民币7亿元的最高额担保。截至2025年5月31日，公司已实际 为宁波能源提供的担保余额为人民币11.97亿元（不含本次担保）；公司全资 子公司中信金属香港有限公司（以下简称"金属香港"）本次拟对金属国际提 供不超过0.4亿美元的最高额担保（按照2025年5月30日的中国人民银行美元 兑人民币汇率中间价1:7.1848计算，折合人民币约2.87亿元）。截至2025年5 月31日，金属香港已实际为金属国际提供的担保余额为人民币1.23亿元（不 含本次担保）。本次 ...