证券日报网讯宝地矿业（601121）10月23日在互动平台回答投资者提问时表示，新矿集团是宝地矿业的 控股股东，本次拟参与认购募集配套资金是基于对宝地矿业的支持和看好宝地矿业未来发展作出的决 策。目前金源矿冶暂未参与公司募集配套资金事宜。 ...

Core Insights - The steel raw materials sector experienced a 0.76% increase on October 23, with Jinling Mining leading the gains [1] - The Shanghai Composite Index closed at 3922.41, up 0.22%, while the Shenzhen Component Index closed at 13025.45, also up 0.22% [1] Sector Performance - Jinling Mining (000655) closed at 10.50, up 7.58% with a trading volume of 732,700 shares and a transaction value of 767.1 million [1] - Dazhong Mining (001203) closed at 13.84, up 3.05% with a trading volume of 297,600 shares and a transaction value of 413 million [1] - Other notable performers include: - Ordos (600295) at 10.38, up 0.87% - Hebei Steel Resources (000923) at 18.15, up 0.78% - Steel Titanium Co. (000629) at 2.98, up 0.68% [1] Capital Flow - The steel raw materials sector saw a net inflow of 80.64 million from institutional investors, while retail investors experienced a net outflow of 99.65 million [1] - The capital flow for key stocks includes: - Jinling Mining: 1.46 billion net inflow from institutional investors, but a net outflow of 1.20 billion from retail investors [2] - Dazhong Mining: 50.87 million net inflow from institutional investors, with a significant net outflow of 65.17 million from retail investors [2] - Baodi Mining (601121) had a net inflow of 10.19 million from institutional investors [2]

证券代码：601121 证券简称：宝地矿业 公告编号：2025-068 新疆宝地矿业股份有限公司 关于使用部分暂时闲置募集资金进行现金管理 到期赎回并继续进行现金管理的公告 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： ● 投资种类：结构性存款 ● 投资金额：募集资金18,000万元人民币 ● 已履行的审议程序：2025年8月13日，新疆宝地矿业股份有限公司（以下简称"公司"）第四届董事会 第十五次会议审议通过《关于使用部分暂时闲置募集资金进行现金管理的议案》，同意公司使用不超过 22,500.00万元人民币（含本数）闲置募集资金进行现金管理，购买安全性高、流动性好、有保本约定的 投资产品，决议有效期自公司董事会审议通过之日起一年内有效，以上募集资金现金管理额度在决议有 效期内可以滚动使用，保荐机构对此发表了同意的意见。具体内容详见公司于2025年8月15日在上海证 券交易所网站（www.sse.com.cn）披露的《新疆宝地矿业股份有限公司关于使用部分暂时闲置募集资金 进行现金管理的公告》（公告编号：202 ...

证券代码：601121 证券简称：宝地矿业 公告编号：2025-068 新疆宝地矿业股份有限公司 关于使用部分暂时闲置募集资金进行现金管理 到期赎回并继续进行现金管理的公告 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： 已履行的审议程序：2025 年 8 月 13 日，新疆宝地矿业股份有限公司 （以下简称"公司"）第四届董事会第十五次会议审议通过《关于使用部分暂 时闲置募集资金进行现金管理的议案》，同意公司使用不超过 22,500.00 万元 人民币（含本数）闲置募集资金进行现金管理，购买安全性高、流动性好、 有保本约定的投资产品，决议有效期自公司董事会审议通过之日起一年内有 效，以上募集资金现金管理额度在决议有效期内可以滚动使用，保荐机构对 此发表了同意的意见。具体内容详见公司于 2025 年 8 月 15 日在上海证券交 易所网站（www.sse.com.cn）披露的《新疆宝地矿业股份有限公司关于使用 部分暂时闲置募集资金进行现金管理的公告》（公告编号：2025-056）。 特别风险提示：公司使用暂时闲置 ...

Core Viewpoint - The steel raw materials sector experienced a slight increase of 0.25% on October 17, while the overall market indices, including the Shanghai Composite Index and Shenzhen Component Index, saw declines of 1.95% and 3.04% respectively [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3839.76, down 1.95% [1] - The Shenzhen Component Index closed at 12688.94, down 3.04% [1] - The steel raw materials sector's leading stock, Guangdong Mingzhu, surged by 10.01% to a closing price of 7.47 [1] Group 2: Stock Performance - Key stocks in the steel raw materials sector included: - Guangdong Mingzhu (600382): Closed at 7.47, up 10.01%, with a trading volume of 458,000 shares and a turnover of 332 million yuan [1] - Wo De Ye (000655): Closed at 9.92, up 4.42%, with a trading volume of 395,000 shares and a turnover of 391 million yuan [1] - Da Zhong Mining (001203): Closed at 13.10, up 2.42%, with a trading volume of 259,200 shares and a turnover of 341 million yuan [1] Group 3: Capital Flow - The steel raw materials sector saw a net inflow of 241 million yuan from main funds, while retail investors experienced a net outflow of 318 million yuan [1] - The capital flow for key stocks included: - Guangdong Mingzhu: Main funds net inflow of 126 million yuan, retail net outflow of 71 million yuan [2] - Da Zhong Mining: Main funds net inflow of 32 million yuan, retail net outflow of 54 million yuan [2] - Bao Di Mining (601121): Main funds net inflow of 9.65 million yuan, retail net outflow of 17.86 million yuan [2]

Market Overview - The steel raw materials sector experienced a slight decline of 0.01% on October 13, with Jinling Mining leading the losses [1] - The Shanghai Composite Index closed at 3889.5, down 0.19%, while the Shenzhen Component Index closed at 13231.47, down 0.93% [1] Stock Performance - Guangdong Mingzhu saw the highest increase, closing at 7.55 with a rise of 10.06%, and a trading volume of 570,600 shares, amounting to 424 million yuan [1] - Other notable performers included Fangda Carbon with a 0.73% increase, and Dazhong Mining with a 0.69% increase [1] - Conversely, Jinling Mining fell by 3.08%, closing at 9.76, with a trading volume of 440,200 shares, totaling 423 million yuan [1] Capital Flow - The steel raw materials sector experienced a net outflow of 182 million yuan from main funds, while retail investors contributed a net inflow of 158 million yuan [1] - The table indicates that Dazhong Mining had a main fund net inflow of 20.31 million yuan, while Jinling Mining faced a significant outflow of 34.80 million yuan [2] Detailed Capital Flow Analysis - Guangdong Mingzhu had a main fund net outflow of 58.00 million yuan, but retail investors contributed a net inflow of 31.39 million yuan [2] - The overall trend shows that while main funds are withdrawing, retail investors are actively buying into certain stocks, indicating a divergence in investment strategies within the sector [2]

Group 1 - Jieqiang Equipment has completed the acquisition of 51% stake in Shandong Carbon Seeking, which will now be included in the company's consolidated financial statements [1] - Tonghua Dongbao's insulin injection product has received marketing approval in Myanmar for diabetes treatment [1] - New Light Optoelectronics' actual controller plans to increase shareholding by 5 to 10 million yuan within six months [2] Group 2 - Far East Holdings received contracts worth 1.769 billion yuan in September [3] - Poly Developments reported a 1.84% decrease in signed sales amount in September, totaling 20.531 billion yuan [4] - ST Nuotai expects a net profit increase of 5.62% to 13.74% for Q3 2025 [7] Group 3 - Chongqing Port's controlling shareholder plans to merge with another entity, changing the controlling shareholder to Chongqing Logistics Group [9] - New Energy Company reported a 28.21% increase in cumulative power generation from January to September [11] - Dashiang Co. announced the resignation of its chairman due to personal reasons [12] Group 4 - Liao Port Co. announced the resignation of a non-executive director due to work changes [13] - Zhongzai Resources received a government subsidy of 5.33 million yuan, accounting for 23.72% of its audited net profit for 2024 [14] - Xiaoming Co. reported a sales revenue of 66.15 million yuan from chicken products in September [15] Group 5 - Tianyi Co. signed a framework contract worth 23.50 million yuan for e-business network terminal production [16] - Jingu Co. signed a strategic cooperation agreement with Ninebot Technology for lightweight materials [18] - Tianbang Foods reported a sales revenue of 634 million yuan from commodity pigs in September [20] Group 6 - Shaanxi Energy's subsidiary received an administrative penalty for safety violations, resulting in a fine of 940,000 yuan [22] - North Bay Port reported a 9% increase in cargo throughput in September [23] - Tangrenshen reported a sales revenue of 639 million yuan from pig sales in September [24] Group 7 - Dabeinong reported a sales revenue of 541 million yuan from pig sales in September [25] - Jiukang Bio obtained four medical device registration certificates [26] - Canan Co. invested 90 million yuan in structured deposits with a bank [27] Group 8 - Zhuhai Port reported a 5.44% decrease in cargo throughput in Q3 [28] - Jinli Yongmag expects a net profit increase of 157% to 179% for the first three quarters [29] - Huamao Logistics' controlling shareholder plans to increase shareholding by 64.5 to 129 million yuan [30] Group 9 - Dongjie Intelligent signed a 50 million yuan contract for intelligent warehousing in the steel industry [31] - Sais Technology signed a cooperation framework agreement with Volcano Engine for intelligent robotics [32] - Huadong Pharmaceutical's subsidiary received approval for clinical trials of a new drug targeting advanced solid tumors [34] Group 10 - TCL Technology completed the acquisition of 80% and 100% stakes in LG Display's subsidiaries for 11.088 billion yuan [34] - Shuangliang Energy won a 419 million yuan EPC project for cooling systems [36] - Ruina Intelligent announced plans for shareholders to reduce their stakes by up to 1.18% [38] Group 11 - Baodi Mining announced plans for shareholders to reduce their stakes by up to 5.45% [40] - Xinyi Technology's shareholders set the transfer price for shares at 328 yuan each [42] - Sunshine Power submitted an application for H-share listing on the Hong Kong Stock Exchange [44] Group 12 - Qisheng Technology's controlling shareholder plans to reduce their stake by up to 3.09% [46] - Wu Ming Kangde sold 30.3 million shares of Wu Ming He Lian through block trading [48] - Qiaoyin Co. announced plans for shareholders to reduce their stakes by up to 6% [49] Group 13 - Muyuan Foods reported a sales revenue of 9.066 billion yuan from commodity pigs in September [51] - Huawang Technology's shareholders plan to reduce their stakes by up to 1.1% [53] - Huaxin Xinchuang received a project notification from Lantu Automotive for display components [54] Group 14 - China Merchants Shekou reported a signed sales amount of 16.698 billion yuan in September [55] - Shao Neng Co. received approval for an antitrust review regarding a share acquisition [57] - Pengding Holdings reported a 6.21% increase in consolidated revenue in September [58] Group 15 - Ganfeng Lithium is advancing its solid-state battery commercialization and strategic investment in the energy storage sector [59]

Core Insights - The steel raw materials sector experienced a slight increase of 0.27% on October 10, with Guangdong Mingzhu leading the gains [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Stock Performance - Guangdong Mingzhu (600382) saw a closing price of 6.86, with a significant increase of 9.94% and a trading volume of 88,600 shares, amounting to a transaction value of 160.79 million yuan [1] - Other notable performers included: - My Industry (000655) with a closing price of 10.07, up 2.97% [1] - Fangda Carbon (600516) at 5.46, up 2.82% [1] - Ordos (600295) at 10.76, up 2.57% [1] - Conversely, Steel Titanium Co. (000629) decreased by 0.64% to 3.11, and Hainan Mining (696109) fell by 0.67% to 8.89 [1] Capital Flow - The steel raw materials sector experienced a net outflow of 187 million yuan from main funds, while retail investors contributed a net inflow of 175 million yuan [1] - The detailed capital flow for key stocks showed: - Guangdong Mingzhu had a main fund net inflow of 16.84 million yuan, but retail investors had a net outflow of 8.75 million yuan [2] - My Industry (000655) had a main fund net inflow of 21.49 million yuan, with retail investors showing a net outflow of 65.97 million yuan [2] - Hainan Mining (601969) faced a significant main fund net outflow of 28.01 million yuan, while retail investors had a net inflow of 36.26 million yuan [2]

Economic Information - The margin trading ratio for SMIC (688981) has been adjusted from 0.70 to 0.00, and for BAWI Storage (688525) from 0.50 to 0.00 due to their static P/E ratios exceeding 300 [2] - The Ministry of Industry and Information Technology, the Ministry of Finance, and the State Taxation Administration have announced adjustments to the technical requirements for new energy vehicles eligible for vehicle purchase tax exemptions for 2026-2027, increasing the minimum electric range for plug-in hybrid vehicles from 43 km to 100 km [2] Company Alerts - Dongfang Fortune's initial pricing for its inquiry transfer is set at 24.40 CNY per share, representing an 8.8% discount from the previous closing price [4] - New Yisheng's initial pricing for its inquiry transfer is set at 328 CNY per share, representing a 6.6% discount from the previous closing price [7] Overseas Alerts - The three major U.S. stock indices closed lower, with the Dow Jones down 0.52%, Nasdaq down 0.08%, and S&P 500 down 0.28%. Popular tech stocks showed mixed performance, with Oracle up over 3% and Meta up over 2%, while Apple and Google fell over 1% [5] - COMEX gold futures fell by 1.95% to 3991.1 USD per ounce, and COMEX silver futures fell by 2.73% to 47.655 USD per ounce [7]

Core Viewpoint - Multiple companies have announced significant collaborations, sales, and financial forecasts, indicating a dynamic market environment with potential investment opportunities and risks. Group 1: Collaborations and Agreements - Sairus's subsidiary signed a framework agreement with Volcano Engine to collaborate on intelligent robotics technology, focusing on the automotive industry's digital transformation [4] - Lichong Group entered a strategic cooperation agreement with Weijing Intelligent Technology to extend its business into humanoid robotics, enhancing the application of aluminum alloy materials in emerging industries [5][6] Group 2: Stock Transactions and Financial Impact - WuXi AppTec sold 30.3 million shares of WuXi AppTec, amounting to approximately HKD 2.346 billion, impacting its net profit by about RMB 4.351 billion for the fiscal year 2025 [7] - Zhonghuan Environmental Protection announced a change in its controlling shareholder, with a transfer price of RMB 598 million, leading to a resumption of stock trading [8] Group 3: Market Performance and Production Data - Wens Foodstuff reported sales of 3.3253 million pigs in September, generating revenue of RMB 4.975 billion, with a year-on-year price change of -15.16% for live pigs [16] - Muyuan Foods experienced a 22.46% decline in revenue from pig sales, totaling RMB 9.066 billion, with a significant drop in average sales price [17] - Qianli Technology reported a 976% increase in September's production of new energy vehicles, with total vehicle production rising by over 400% [18] Group 4: Profit Forecasts - Guangdong Mingzhu expects a net profit increase of 858.45% to 1071.44% for the first three quarters of 2025, with projected profits between RMB 215.18 million and RMB 262.99 million [19] - Great Material anticipates a net profit increase of approximately 213.92% for the same period, with revenues expected to reach around RMB 3.7 billion [20] - Kinglong Permanent Magnet forecasts a net profit growth of 157% to 179% for the first three quarters of 2025, with profits estimated between RMB 505 million and RMB 550 million [21] Group 5: Shareholding Changes - Huamao Logistics's controlling shareholder plans to increase its stake by RMB 64.5 million to RMB 129 million [24] - Weili announced that some directors and senior management intend to increase their holdings by RMB 6.5 million to RMB 13 million [25] - Qiaoyin Co. plans to reduce its shareholding by up to 6% [26] Group 6: Major Contracts and Bids - *ST Songfa's subsidiary signed contracts for six ultra-large crude oil tankers, with a total value of approximately USD 600 million to USD 900 million [33][34] - Shuangliang Energy won a bid for a project worth RMB 419 million, representing 3.21% of its audited revenue for 2024 [35] - Ningbo Construction's subsidiary won a bid for a construction project valued at RMB 1.41 billion [36]