| 600884 | 杉杉股 | 3.10 | 6.92 | 6484.36 | 4.49 | | --- | --- | --- | --- | --- | --- | | | 份 | | | | | | 000603 | 盛达资 | 9.99 | 4.57 | 4545.90 | 7.94 | | | 源 | | | | | | 605376 | 博迁新 | 3.05 | 3.89 | 4152.53 | 8.09 | | | 材 | | | | | | 601061 | 中信金 | 3.22 | 10.26 | 3514.16 | 7.37 | | | 属 | | | | | | 300919 | 中伟股 | 1.31 | 2.33 | 2783.03 | 3.49 | | | 份 | | | | | | 601618 | 中国中 | 0.59 | 0.95 | 1987.47 | 3.43 | | | 冶 | | | | | | | 寒锐钴 | | | | | | 300618 | 业 | 10.14 | 15.50 | 1883.93 | 1.02 | | 603568 | 伟明环 | 0.42 | ...

截至2025年9月1日 13:42，中证国有企业红利指数(000824)下跌0.21%。成分股方面涨跌互现，中粮糖业(600737)10cm涨停，鲁西化工(000830)上涨6.74%，西 部矿业(601168)上涨3.75%；建发股份(600153)领跌，山东出版(601019)、安徽建工(600502)跟跌。国企红利ETF(159515)下修调整，最新报价1.14元。 规模方面，Wind数据显示，国企红利ETF近1周规模增长517.46万元。份额方面，国企红利ETF近1周份额增长540.00万份。 有机构指出，近期万得全A指数近12个月最新股息率有所下降，主要系股价上行、估值抬升使得分母端相对扩大而稀释股息率。在高股息资产显著分化背景 下，高股息策略重心需强调盈利质量与分红可持续性。当前部分稳健及潜力高股息品种已跌出股息率性价比，配置价值或逐步显现。 国信证券表示，高股息策略的收益包含资本利得和股息收入两部分。其本质在于投资处于成熟生命周期阶段的企业，这类公司通常投资回报有限、营收和净 利润增速较低，但盈利韧性强，ROE显著更高，现金流保障能力突出，因而倾向于将利润以分红形式分配。分红本身也是增厚ROE的 ...

公司总裁赵福康先生因工作变动申请辞去公司总裁职务，辞职后将继续担任公司董事及西部矿业集团财务有限公司董事长，不存在未履行完毕的 公开承诺。 公司召开第八届董事会第二十二次会议，改聘周华荣先生为公司总裁，任期与本届董事会相同。赵福康先生辞职对公司正常生产经营无影响，辞 呈自送达董事会之日起生效。 周华荣先生简历：1974年2月出生，青海籍，电子科技大学高级管理人员工商管理专业硕士，选矿工程师。2025年6月至今任青海铜业有限责任公 司执行董事；2023年12月至今任公司副总裁、青海西部镁业有限公司董事长。 备查文件包括辞职报告、第八届董事会第二十二次会议决议及提名委员会对高级管理人员的资格审查意见。 截至2025年8月29日收盘，西部矿业（601168）报收于18.65元，较上周的17.94元上涨3.96%。本周，西部矿业8月25日盘中最高价报18.84元。8月 28日盘中最低价报17.68元。西部矿业当前最新总市值444.43亿元，在工业金属板块市值排名9/60，在两市A股市值排名381/5152。 本周关注点 公司公告汇总：公司总裁赵福康因工作变动离任，周华荣获聘为新任总裁。 公司公告汇总 西部矿业关于公司 ...

Core Viewpoint - Western Mining has shown a positive stock performance with a year-to-date increase of 23.09% and a recent 5-day increase of 3.40% [1] Group 1: Stock Performance - As of August 29, Western Mining's stock price reached 18.55 CNY per share, with a market capitalization of 442.05 billion CNY [1] - The company experienced a net inflow of main funds amounting to 477.55 million CNY, with significant buying and selling activities [1] - Over the past 60 days, the stock has increased by 20.61% [1] Group 2: Financial Performance - For the first half of 2025, Western Mining reported a revenue of 316.19 billion CNY, reflecting a year-on-year growth of 26.59% [2] - The net profit attributable to shareholders for the same period was 18.69 billion CNY, marking a 15.35% increase compared to the previous year [2] Group 3: Shareholder Information - As of August 20, the number of shareholders increased by 2.17% to 113,100, while the average circulating shares per person decreased by 2.12% to 21,069 shares [2] - The company has distributed a total of 107.23 billion CNY in dividends since its A-share listing, with 69.11 billion CNY distributed in the last three years [3] - Notable changes in institutional holdings include a decrease of 12.19 million shares by Hong Kong Central Clearing Limited and an increase of 3.32 million shares by Southern CSI 500 ETF [3]

Economic News - The Ministry of Industry and Information Technology has issued guidelines to optimize business access and promote the development of the satellite communication industry, aiming for over 10 million satellite communication users by 2030 [1] - From January to July, the total profit of industrial enterprises above designated size decreased by 1.7% year-on-year, with state-owned enterprises seeing a 7.5% decline, while private enterprises experienced a 1.8% increase [1] - The Ministry of Commerce highlighted a shift in consumption patterns towards a balance between goods and services, with upcoming policies to stimulate service consumption [1] - The Shanghai government has released implementation opinions to accelerate the renovation of urban villages, focusing on areas with urgent public needs [1] - Guangzhou's city government emphasized the importance of urban renewal and quality improvement, particularly in urban villages and old communities [1] - In July, profits in high-tech manufacturing turned from a decline to growth, indicating a recovery in that sector [1] Company Insights - Nvidia has raised concerns about potential lawsuits due to the U.S. government's profit-sharing requirements [5] - Meituan plans to eliminate "overdue fines" for its delivery riders by the end of 2025 [5] - Apple is generating buzz with its upcoming fall event, with speculation about discontinuing seven products [5] - Xiaomi is set to launch its new operating system, Surge OS 3, highlighting its commitment to enhancing system experience [5] - Alibaba has developed an AI model for emergency chest pain scenarios, significantly reducing diagnosis time for acute aortic syndrome [5] Investment Strategy - The report suggests that the A-share market is in a slow bull phase, driven by short-term liquidity and a decline in traditional investment channels like real estate [6][8] - The market is expected to see structural opportunities, particularly in technology sectors, as the overall economic environment improves [9][10] - The report anticipates significant mid-term upward potential for the index, with a target of breaking through 4000 points [13] - The long-term outlook for the Chinese capital market is optimistic, with expectations of a shift from a bear market to a bull market driven by policy reforms and improved investor confidence [11][12] Company Performance - Ping An Bank reported a revenue of 69.39 billion yuan and a net profit of 24.87 billion yuan for the first half of 2025, with a year-on-year decline of 10% and 3.9% respectively [14] - The bank's non-interest income showed signs of improvement, contributing to a narrowing of revenue decline [15] - The total assets of Ping An Bank increased by 2.1% year-on-year, with a focus on optimizing loan structures and reducing high-risk products [16] - The bank's asset quality has improved, with a non-performing loan ratio of 1.05% and a coverage ratio of 238.5% [17][18] - The investment recommendation for Ping An Bank remains strong, with projected net profit growth rates of -3.3%, 0.9%, and 3.7% for 2025-2027 [19]

Group 1 - As of August 27, 2025, the stock price of Western Mining is 18.15 yuan, down 2.31% from the previous trading day, with a trading volume of 757 million yuan and a turnover rate of 1.72% [1] - Western Mining is primarily engaged in the mining and smelting of non-ferrous metals such as copper, lead, and zinc, and is the second-largest lead-zinc concentrate producer in China, holding 16 mining rights nationwide with an annual mining capacity of 36.5 million tons [1] - In the first half of 2025, the company achieved operating revenue of 31.619 billion yuan, representing a year-on-year increase of 26.59% [1] Group 2 - On August 26, 2025, the company announced the resignation of President Zhao Fukan due to work changes, with Zhou Huarong taking over the position; Zhou previously served as Vice President and held chairmanships in several subsidiaries [1] - The copper business of the company performed well in the first half of 2025, with copper production increasing by 8% year-on-year and prices rising by 11% [1]

8月26日，西部矿业（SH601168）发布公告称，公司总裁赵福康因工作变动申请辞职，辞职后将不 在公司担任总裁职务。公司第八届董事会第二十二次会议改聘为公司总裁，任期与本届董事会相同。 高管更迭 资料显示，新总裁周华荣自2021年12月至2023年4月任公司副总裁；2021年10月至2023年12月任西 部矿业集团科技发展有限公司董事长（法定代表人）及青海西部矿业科技有限公司董事长（法定代表 人）；2022年1月至2022年11月任青海西矿镁基生态材料科技有限公司董事长（法定代表人）。自2025 年6月至今任青海铜业有限责任公司执行董事。 此次辞职的赵福康于1985年9月出生，青海籍，山西财经大学会计学专业毕业，自 2023年7月至今 任西部矿业集团财务有限公司董事长（法定代表人）；2021年10月至 2023年7月任西部矿业集团财务有 限公司总经理；2017年12月至2021年10月任公司资金管理中心部长。 目前，公司是中国第二大铅锌精矿生产商、第五大铜精矿生产商，主要从事铜、铅、锌、铁、镍、 钒、钼等有色金属、黑色金属的采选冶、贸易等业务，以及黄金、白银等稀贵金属和硫精矿等产品的生 产及销售。在全国11 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 文/新浪财经上海站 时行工作室 8月26日，西部矿业股份有限公司（601168.SH）发布公告，宣布公司管理层重大调整：原总裁赵福康因 工作变动辞任，由公司董事会任命副总裁周华荣接任总裁一职；赵福康将继续担任公司董事及控股子公 司西部矿业集团财务有限公司董事长。 2025年上半年，西部矿业实现总营业收入316.19亿元，同比增长26.59%；利润总额达到38.80亿元，同 比增长22.84%；实现归母净利润18.69亿元，同比增长15.35%。得益于多矿种协同发展的资源结构，公 司在铜、铅、锌、铁等金属资源板块产能持续提升。 | | | | 单位:元币种:人民币 | | --- | --- | --- | --- | | 主要会计数据 | 本报告期 | 上年同期 | 本报告期比上 | | | (1-6月) | | 年同期增减(%) | | 营业收入 | 31,619,198,164 | 24,977,279,448 | 27 | | 利润息额 | 3,879,846,174 | 3,158,427,506 | 23 | | 归属于上市公 ...

证券日报网讯8月26日晚间，西部矿业（601168）发布公告称，公司总裁赵福康先生因工作变动申请辞 去其担任的公司总裁职务。辞职后，赵福康先生将不再担任公司总裁职务，公司召开第八届董事会第二 十二次会议，改聘周华荣先生为公司总裁。 ...

每经头条（nbdtoutiao）——租下2.5万亩"试验田"，兽医学博士在非洲种粮：首季亩产250斤，打算扩至 10万亩，月薪1~2万元招人 （记者 王晓波） 2024年1至12月份，西部矿业的营业收入构成为：有色金属采选冶占比74.49%，贸易业务占比23.63%， 其他业务占比1.45%，金融服务占比0.43%。 截至发稿，西部矿业市值为443亿元。 每经AI快讯，西部矿业（SH 601168，收盘价：18.58元）8月26日晚间发布公告称，公司总裁赵福康先 生因工作变动申请辞去其担任的公司总裁职务。赵福康先生将不再担任公司总裁职务，改聘周华荣先生 为公司总裁。 ...