证券之星消息，9月12日贸易板块较上一交易日上涨0.61%，怡 亚 通领涨。当日上证指数报收于 3883.69，上涨0.22%。深证成指报收于12996.38，上涨0.13%。贸易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) | | --- | --- | --- | --- | --- | --- | | 002183 | 怡亚通 | 4.99 | 3.74% | 123.27万 | 6.11亿 | | 601061 | 中信金属 | 69.6 | 2.76% | 26.47万 | 2.55 Z | | 600058 | 五矿发展 | 9.84 | 2.61% | 25.06万 | 2.46亿 | | 600250 | 南京商旅 | 12.89 | 1.50% | 21.79万 | 2.81亿 | | 600981 | 示索汇鸿 | 3.20 | 1.27% | 24.97万 | 7919.19万 | | 002091 | 江苏国泰 | 8.93 | 0.34% | 40.48万 | 3.59亿 | | 000151 | 中成股份 | 12.86 | ...

| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002183 | 怡亚通 | × 811.80万 | 2.26% | 349.38万 | 0.97% | -1161.18万 | -3.24% | | 600981 苏豪汇鸿 | | 177.22万 | 1.53% | -162.49万 | -1.40% | -14.73万 | -0.13% | | 000151 中成股份 | | 113.04万 | 2.23% | 14.47万 | 0.28% | -127.51万 | -2.51% | | 600608 | *ST沪科 | 96.05万 | 7.18% | -79.21万 | -5.92% | -16.84万 | -1.26% | | 600710 苏美达 | | 52.49万 | 0.53% | -106.36万 | -1.07% | 53.87万 | 0.54% | | 600128 苏豪弘业 | | 33.34 ...

Market Performance - The trade sector increased by 0.91% on September 5, with Kerryde leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Stock Performance - Notable gainers included: - Xunruide (002072) with a closing price of 7.68, up 6.22% and a trading volume of 113,100 shares [1] - Jiangsu Guotai (002091) closed at 8.49, up 4.04% with a trading volume of 687,700 shares [1] - Yiatong (002183) closed at 4.84, up 1.47% with a trading volume of 873,000 shares [1] Capital Flow - The trade sector saw a net inflow of 18.62 million yuan from main funds, while retail investors experienced a net outflow of 66.05 million yuan [2][3] - Jiangsu Guotai (002091) had a significant net inflow of 69.46 million yuan from main funds, but a net outflow of 77.59 million yuan from retail investors [3] Individual Stock Analysis - Kerryde (002072) had a net inflow of 6.28 million yuan from main funds, but also saw a net outflow of 9.27 million yuan from retail investors [3] - Su Meida (600710) experienced a net inflow of 2.93 million yuan from main funds, while retail investors had a net outflow of 12.73 million yuan [3]

有色金属业务上半年收入达511亿元，同比增长14.35%，占总营收比重提升至80.20%；其中，铌业务国 内市占率稳定在80%；铜业务基础和盈利能力不断提升。在投资领域，公司参股的世界级矿山项目秘鲁 邦巴斯铜矿实现了产销量的同比大幅增长，艾芬豪旗下KK铜矿及Kipushi锌矿产量也实现同比提升。 中证报中证网讯(王珞)9月4日，中信金属（601061）举办2025年半年度业绩说明会。针对投资者提出的 上半年公司经营相关问题，中信金属管理层表示，上半年实现营业收入636.57亿元；归属于上市公司股 东的净利润14.48亿元，同比增长30.90%。 ...

上半年，面对黑色金属行业需求疲软挑战，中信金属主动调整业务结构，有色金属业务收入达511亿 元，同比增长14.35%，占营收比重提升至80.20%；公司铜业务克服刚果(金)局势动荡、上游发货计划波 动及非洲物流不畅等不利因素，强化营销网络，持续拓展上下游渠道建设，业务基础和盈利能力不断提 升。参股矿山秘鲁邦巴斯铜矿产销量同比增长均超50%；KK铜矿铜精矿含铜产量同比增长31%； Kipushi锌矿上半年生产精矿较2024年全年增加64%；巴西矿冶公司全球市场占有率持续保持在70%以 上。 2025年9月4日中信金属（601061）股份有限公司(601061.SH)召开了2025年半年度业绩说明会。中信金 属上半年实现营业收入636.57亿元；归母净利润14.48亿元，同比增长30.90%。 ...

Group 1 - The company held a half-year performance briefing on September 4, 2025, attended by key executives and independent directors to interact with investors [1] - In the first half of 2025, the company achieved operating revenue of 63.657 billion yuan, a year-on-year decrease of 0.92%, while net profit attributable to shareholders increased by 30.90% to 1.448 billion yuan [2] - The company’s non-ferrous metal business generated revenue of 51.1 billion yuan, a year-on-year increase of 14%, accounting for 80% of total revenue, highlighting its significant contribution to overall performance [2] Group 2 - The company is focused on strengthening its core capabilities and enhancing trade and investment operations, with an emphasis on technological empowerment and risk management optimization for high-quality development [2] - The company’s overseas investment projects, particularly the Peru Bamba copper mine, showed stable production with a year-on-year increase in both production and sales exceeding 50%, marking the first dividend since its acquisition in 2014 [2] - The company is committed to green development and has integrated ESG principles into its governance structure, receiving an A rating from institutions like Zhongzheng and WIND, and has been recognized with multiple ESG awards [3]

证券代码：601061 证券简称：中信金属 公告编号：2025-041 中信金属股份有限公司关于 2025 年半年度业绩说明会召开情况的公告 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。 中信金属股份有限公司（以下简称"公司"或"中信金属"）于 2025 年 9 月 4 日 下 午 14:00-15:00 通 过 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： http://roadshow.sseinfo.com/）以网络互动的形式召开 2025 年半年度业绩说 明会，现将有关事项公告如下： 1.公司 2025 年上半年取得了亮眼的业绩，请问公司主要营业收入结构、变 动、占比情况如何？有哪些经营亮点？对 2025 年全年经营业绩有何展望？ 尊敬的投资者您好。2025 年上半年，全球经济不确定性显著增强，面对错 综复杂的外部经营环境，中信金属坚定贯彻"贸易+资源（投资）"双轮驱动的 发展战略，着力强化科技赋能业务发展，坚持稳中求进、以进促稳的工作基调， 多措并举、精准施策，保持住了稳健发展的良好态势。上半 ...

Company Overview - CITIC Metal Co., Ltd. is primarily engaged in the trading of metals and mineral products, with a revenue composition of 80.20% from non-ferrous metals, 19.46% from ferrous metals, and 0.33% from other trading activities [1] - The company was established on January 23, 1988, and was listed on April 10, 2023 [1] Stock Performance - As of September 2, CITIC Metal's stock price was 9.12 CNY per share, with a market capitalization of 44.688 billion CNY [1] - The stock has increased by 28.60% year-to-date, with a 4.71% rise over the last five trading days, 11.36% over the last 20 days, and 17.80% over the last 60 days [1] Financial Performance - For the first half of 2025, CITIC Metal reported a revenue of 63.657 billion CNY, a year-on-year decrease of 0.92%, while the net profit attributable to shareholders increased by 30.90% to 1.448 billion CNY [2] - The company has distributed a total of 2.293 billion CNY in dividends since its A-share listing [3] Shareholder Structure - As of July 18, the number of CITIC Metal shareholders was 74,700, a decrease of 1.44% from the previous period [2] - The largest shareholder is Hong Kong Central Clearing Limited, holding 12.3417 million shares, an increase of 3.3746 million shares from the previous period [3] - The second-largest shareholder is Southern CSI 500 ETF, holding 8.1335 million shares, with an increase of 1.2959 million shares [3]

Market Overview - On September 1, the trade sector declined by 0.2% compared to the previous trading day, with Jiangsu Shuntian leading the decline [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] Stock Performance - Notable gainers in the trade sector included: - Yimeng 5 (Code: 600128) with a closing price of 11.06, up 4.83% and a trading volume of 214,900 shares [1] - CITIC Metal (Code: 601061) with a closing price of 9.31, up 3.22% and a trading volume of 514,000 shares [1] - Kairuide (Code: 002072) with a closing price of 7.33, up 2.81% and a trading volume of 91,100 shares [1] - Jiangsu Shuntian (Code: 600287) was the biggest loser, closing at 6.11, down 3.63% with a trading volume of 126,700 shares [2] Capital Flow - The trade sector experienced a net outflow of 27.19 million yuan from institutional investors, while retail investors saw a net inflow of 30.39 million yuan [2][3] - Key stocks with significant capital flow included: - CITIC Metal had a net outflow of 42.94 million yuan from institutional investors [3] - Jiangsu Guotai (Code: 002091) saw a net inflow of 12.12 million yuan from institutional investors [3] - Huaihong Group (Code: 600981) had a net inflow of 9.25 million yuan from institutional investors [3]

Investment Rating - The report maintains a "Cautious Recommendation" rating for the company [6] Core Views - The company reported better-than-expected performance driven by both investment and trading activities, with a notable increase in net profit and significant growth in investment income from mining operations [1][2] - The future outlook highlights continued growth in mining investments and a dual-driven strategy of trade and investment [3][4] Summary by Sections Financial Performance - In H1 2025, the company achieved revenue of 63.657 billion yuan, a year-on-year decrease of 0.92%, while net profit attributable to shareholders was 1.448 billion yuan, up 30.90% year-on-year [1] - The second quarter of 2025 saw revenue of 35.408 billion yuan, a year-on-year decrease of 5.37% but a quarter-on-quarter increase of 25.34% [1] Investment Income - Investment income from joint ventures reached 1.097 billion yuan in H1 2025, an increase of 799 million yuan year-on-year, with significant contributions from projects like BHP and Ivanhoe [2] - The report indicates that the company has established long-term stable partnerships with globally recognized mining enterprises [4] Trading Performance - The trading segment for non-ferrous and ferrous metals generated revenues of 51.055 billion yuan and 12.391 billion yuan respectively, with non-ferrous trading up 14.35% and ferrous trading down 35.83% year-on-year [2] - The gross margin for non-ferrous and ferrous metals was 1.75% and 1.22%, reflecting a year-on-year change of -0.39 and +2.68 percentage points respectively [2] Future Outlook - The report emphasizes the ongoing expansion of mining investments, particularly in the BHP copper mine, which saw a 67% increase in copper production in H1 2025 [3] - The company is positioned as a key distributor for various mining products in China, enhancing its competitive advantage in the market [4] Profit Forecast - The projected net profit for 2025-2027 is estimated at 2.911 billion yuan, 3.337 billion yuan, and 3.591 billion yuan respectively, with corresponding PE ratios of 15x, 13x, and 12x [5][4]