Core Viewpoint - The A-share market has seen a strong performance in gold-related stocks, with several companies experiencing significant price increases, indicating a bullish trend in the sector [1]. Group 1: Stock Performance - Baodi Mining has reached the daily limit up with a gain of 9.97%, bringing its total market value to 6.968 billion [2]. - Guocheng Mining has increased by 9.18%, with a total market capitalization of 36.8 billion [2]. - Hangmin Co. and Baoding Technology have both risen over 5%, with gains of 5.47% and 5.09% respectively [2]. - Other notable performers include Zhongjin Metal, Shandong Gold, and Feinan Resources, all of which have seen increases of over 4% [1][2]. Group 2: Year-to-Date Performance - Baodi Mining has a year-to-date increase of 18.02% [2]. - Guocheng Mining has recorded an 11.65% rise since the beginning of the year [2]. - Hangmin Co. and Baoding Technology have year-to-date gains of 25.98% and 23.86% respectively [2]. - Shandong Gold has increased by 22.35% year-to-date, while Feinan Resources has seen a remarkable 28.17% increase [2].

Group 1 - The steel sector in A-shares experienced a strong afternoon rally, with significant interest from investors, leading to multiple stocks hitting their daily limits, including Baodi Mining and others [1] - The overall market sentiment towards the steel industry has improved, reflecting optimism about the sector's future performance [1] Group 2 - Recent supportive policies have been crucial for the steel industry's development, with a comprehensive support system established to ensure stable long-term growth [2] - A joint document from five government departments outlines the steel industry's growth targets, aiming for an average annual increase of about 4% in value added from 2025 to 2026, focusing on capacity regulation, product optimization, high-end upgrades, green transformation, and consumption expansion [3] - Additional supportive measures include incentives for equipment upgrades and a push for green transformation, which are expected to enhance demand for high-end steel products and improve profitability for steel companies [4] Group 3 - Three key areas within the steel industry are expected to benefit from structural opportunities: high-end special steel and alloy materials, green low-carbon transformation, and recovery in downstream demand [5][6] - The demand for high-performance special steel is projected to grow at over 8% annually by 2026, significantly outpacing ordinary steel, driven by manufacturing upgrades and emerging industries [5] - The investment scale for green transformation in the steel industry is expected to exceed 500 billion yuan over the next two years, benefiting related sectors such as environmental governance equipment and energy-saving technology services [6][7] - The recovery of traditional manufacturing sectors like automotive and home appliances, along with the promotion of steel structures in construction and new energy infrastructure, is anticipated to boost demand for various steel products [8]

钢铁板块午后震荡走高，宝地矿业涨停，大中矿业、鄂尔多斯、广东明珠、新钢股份、盛德鑫泰跟涨。 ...

（文章来源：证券日报） 证券日报网讯 2月10日，宝地矿业在互动平台回答投资者提问时表示，公司正在积极推进发行股份购买 资产并配套募集资金的相关程序，如有进展公司将及时披露公告。公司控股股东将于2026年3月解禁的 股份为公司首次公开发行上市锁定36个月的股份，锁定期届满解禁上市。截至目前，公司未收到任何关 于控股股东拟减持股份的通知。控股股东拟以3亿元参与认购本次配套募集资金发行的股份，是基于看 好公司的长远发展和成长潜力。 ...

Core Viewpoint - Baodi Mining (601121) is actively advancing its plan to issue shares and pay cash for asset acquisition while raising matching funds, and it has been timely disclosing relevant progress to investors [1] Group 1 - The company is engaged in the issuance of shares and cash payment for asset acquisition [1] - The company is also involved in raising matching funds for the acquisition [1] - The company has been providing timely updates on the progress of these activities to investors [1]

Market Overview - The steel raw materials sector increased by 1.76% compared to the previous trading day, with Hebei Steel Resources leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] Individual Stock Performance - Hebei Steel Resources (000923) closed at 25.95, up 6.97%, with a trading volume of 281,100 shares and a transaction value of 710 million [1] - Fangda Carbon (600516) closed at 5.87, up 3.35%, with a trading volume of 930,300 shares and a transaction value of 536 million [1] - Guangdong Mingzhu (600382) closed at 8.79, up 3.17%, with a trading volume of 332,600 shares and a transaction value of 288 million [1] - Steel Titanium Co. (000629) closed at 3.78, up 2.16%, with a trading volume of 1,859,200 shares and a transaction value of 693 million [1] - Ordos (600295) closed at 15.21, up 1.88%, with a trading volume of 163,700 shares and a transaction value of 244 million [1] - Other stocks such as Dazhong Mining (001203) and Baodi Mining (601121) experienced slight declines [1] Capital Flow Analysis - The steel raw materials sector saw a net inflow of 60.03 million from main funds, while retail funds experienced a net inflow of 10.52 million [1] - Retail investors showed a net outflow of 70.55 million from the sector [1] Detailed Capital Flow for Key Stocks - Guangdong Mingzhu (600382) had a main fund net inflow of 35.69 million, but retail funds saw a net outflow of 15.02 million [2] - Hebei Steel Resources (000923) experienced a main fund net inflow of 16.26 million, with retail funds showing a net outflow of 28.09 million [2] - Ordos (600295) had a main fund net inflow of 15.83 million, while retail funds had a net inflow of 29.21 million [2] - Dazhong Mining (001203) saw a main fund net inflow of 13.88 million, with retail funds showing a net inflow of 1.17 million [2] - Fangda Carbon (600516) had a main fund net inflow of 13.67 million, but retail funds experienced a net outflow of 25.97 million [2]

Group 1 - The steel raw materials sector increased by 2.99% compared to the previous trading day, with Dazhong Mining leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] - Dazhong Mining's closing price was 29.57, with a rise of 5.16%, and a trading volume of 262,400 shares, amounting to 768 million yuan [1] Group 2 - The net inflow of main funds in the steel raw materials sector was 27.21 million yuan, while retail funds saw a net inflow of 57.98 million yuan [1] - The table shows various companies' fund flows, with Dazhong Mining having a main fund net inflow of 66.46 million yuan, but a retail net outflow of 35.17 million yuan [2] - Other companies like Steel Titanium Co. and Baodi Mining also experienced mixed fund flows, with significant retail inflows despite main fund outflows [2]

Mergers and Acquisitions - Dawn Co., Ltd. plans to acquire the plastic and engineering plastic compound business of Hwaseung Chemical Vietnam Co., Ltd. for a total purchase price of $15.737 million, with the final amount to be determined after auditing the target company's financial situation [1] - Guoneng Rixin intends to increase its stake in Sanas Zhihui (Qingdao) Electric Co., Ltd. from 20% to 31% through a combination of acquiring existing shares and cash capital increase, with a total investment of 17.625 million yuan [2] Shareholding Changes - Baodi Mining announced that six shareholders reduced their holdings by varying percentages, with reductions of 0.66%, 0.77%, 0.64%, 0.74%, 0.63%, and 0.92% respectively [3] - Fuzhijing Technology reported that the Chinese Academy of Sciences' Institute of Physics reduced its stake by 2%, totaling 9.405 million shares [4] - Huaxin Building Materials disclosed that its shareholder, Huaxin Group, increased its holdings by 0.74%, acquiring a total of 15.4687 million shares between January 12, 2026, and February 2, 2026 [5] Regulatory Matters - Dingxin Communications announced that its director and vice president, Yuan Zhishuang, received a notice of administrative penalty for selling shares and then repurchasing them within six months, facing a warning and a fine of 120,000 yuan [6]

证券日报网讯2月2日，宝地矿业（601121）在互动平台回答投资者提问时表示，公司发行股份购买资产 并募集配套资金事项的相关工作正在有序推进中，募集配套资金的发行对象和价格暂未确定，公司会根 据相关进展情况及时披露公告。 ...

证券代码：601121 证券简称：宝地矿业 公告编号：2026-003 新疆宝地矿业股份有限公司 股东减持股份结果公告 本公司董事会、全体董事及相关股东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： 截至 2026 年 2 月 2 日，公司收到上述全部股东润华投资、润石投资、中健 博仁、金投资管、国有基金和海益投资发来的《关于减持结果的告知函》，现将 有关情况公告如下： | 股东名称① | 新疆润华股权投资有限公司 | | | | --- | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | □是 | √否 | | | 直接持股 5%以上股东 | □是 | √否 | 一、减持主体减持前基本情况 特定股东持股的基本情况 2025 年 10 月 10 日，新疆宝地矿业股份有限公司（以下简称"公司"）披露 了《新疆宝地矿业股份有限公司关于特定股东减持股份计划的预披露公告》（公 告编号：2025-067）。截至该公告披露日，①新疆润华股权投资有限公司（以下 简称"润华投资"）持有公司无限售条件流通股 1 ...