Major Announcements - Huayi Co., Ltd. has applied for a 5-day extension to respond to the Shanghai Stock Exchange's inquiry regarding its acquisition matters due to the need for further confirmation and improvement of certain issues [1] - Shuaifeng Electric is expected to report a net loss of 43 million to 62 million yuan for 2025, with revenue projected between 210 million and 250 million yuan, potentially leading to a delisting risk warning for its stock [1] - Zijin Mining's second phase of the Julong Copper Mine has commenced production, increasing its total production capacity to 350,000 tons per day, with plans for a third phase that could significantly enhance copper output [1] Performance Forecasts - Yongchun Intelligent expects a net profit of 128 million to 155 million yuan for 2025, representing a year-on-year increase of 721.57% to 894.86% [3] - Fuda Alloy anticipates a net profit of 100 million to 146 million yuan for 2025, with a growth of 119.14% to 219.95% driven by expanding demand in emerging sectors [4] - Xiling Power forecasts a net profit of 90 million to 110 million yuan for 2025, reflecting a year-on-year increase of 77.82% to 117.33% due to rising sales in automotive parts [4] - Haoshi Electromechanical expects a net profit of 128 million to 165 million yuan for 2025, with a growth of 54.4% to 99.03% attributed to increased demand in the PCB market [4] - Shenkong Co., Ltd. predicts a net profit of 90 million to 110 million yuan for 2025, with a growth of 118.71% to 167.31% driven by the recovery in the semiconductor market [5] - Lianchuang Optoelectronics anticipates a net profit of 435 million to 532 million yuan for 2025, representing a growth of 80.36% to 120.57% [5] - Xiangnong Chip expects a net profit of 480 million to 620 million yuan for 2025, with a growth of 81.77% to 134.78% driven by demand for enterprise-level storage products [6] - Shuangyi Technology forecasts a net profit of 155 million to 172 million yuan for 2025, reflecting a growth of 80% to 100% [6] - Feirongda anticipates a net profit of 360 million to 420 million yuan for 2025, with a growth of 57.23% to 83.43% [8] - Jingfang Technology expects a net profit of 365 million to 385 million yuan for 2025, representing a growth of 44.41% to 52.32% [9] - Youbuxun predicts a net profit of 72 million to 107 million yuan for 2025, marking a turnaround from a loss of 150 million yuan in the previous year [10] - Zhongwei Company anticipates a net profit of 2.08 billion to 2.18 billion yuan for 2025, with a growth of 28.74% to 34.93% [11] Loss Forecasts - Shanying International expects a net loss of 850 million to 1 billion yuan for 2025, compared to a loss of 451 million yuan in the previous year [12] - Baiyin Nonferrous Metals anticipates a net loss of 450 million to 675 million yuan for 2025, a significant decline from a profit of 8.08 million yuan in the previous year [13] - Zhengzhou Coal Electricity plans to stop production at the Chao Hua Coal Mine due to resource depletion, expecting to recognize a 311 million yuan impairment loss [17] - Changcheng Electric forecasts a net loss of approximately 315 million yuan for 2025, compared to a loss of 225 million yuan in the previous year [17] - Standard Co. expects a net loss of 120 million to 140 million yuan for 2025, with a reduction in losses compared to the previous year [17] - Hongqingtian anticipates a net loss of 100 million to 150 million yuan for 2025, with a decline in revenue due to weak consumer demand [17]

1月23日，白银有色(601212.SH)公告称，预计2025年年度归属于上市公司股东的净利润为-4.50亿元 到-6.75亿元。2025年有色金属及贵金属产品市场价格同比上升，公司主要产品产量同比增加，并强化 内部管理，多措并举降本增效、开源节流，毛利率同比上升。但是由于公司下属子公司上海红鹭国际贸 易有限公司与南储仓储管理集团有限公司及其上海分公司的仓储合同纠纷案，2025年上半年基于该案件 的最新进展及谨慎性原则，计提预计负债金额约3.14亿元。另外，由于市场价格波动导致当期点价交易 形成的嵌入式衍生金融工具公允价值变动损失同比增加，相应影响了公司业绩。 （文章来源：21世纪经济报道） ...

证券代码：601212 证券简称：白银有色 公告编号：2026-临 011 号 白银有色集团股份有限公司 关于挂牌转让下属全资公司股权的进展公告 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。 （一）调整后的交割先决条件为：各方需在交割时或之前取得巴巴多斯央行 的外汇管制批准。同时，双方约定： 1.各方应在《股权买卖协议补充协议一》签署后 3 日内开始办理股权登记变 更手续。 2.买方应在刚果（金）东北部局势恢复平稳后，取得唐吉萨项目所在地法律 法规要求的办理股权登记变更所需的相关主管机关的批准，卖方对此应尽商业上 的合理努力提供必要支持。 1 （二）调整债权转让对价支付安排。 根据《〈关于唐吉萨股权转让交易的实施协议〉的补充协议（二）》，本次 交易中债权转让对价的支付节点调整如下： 一、交易概述 白银有色集团股份有限公司（以下简称"公司"）于 2024 年 9 月 12 日召开 第五届董事会第十六次会议审议通过《关于转让唐吉萨巴巴多斯股权的提案》， 同意公司通过在甘肃省产权交易所集团股份有限公司（以下简称甘肃省产权交易 所） ...

Market Overview - The Shanghai Composite Index closed at 4136.16 points, up 0.33%, with a trading volume of 1.3369 trillion yuan. The Shenzhen Component Index rose 0.79% to 14439.66 points, with a trading volume of 1.7484 trillion yuan. The ChiNext Index increased by 0.63% to 3349.50 points, with a trading volume of 822.63 billion yuan. The STAR Market 50 Index closed at 1553.71 points, up 0.78%, with a trading volume of 110.8 billion yuan. The total trading volume of both markets was 3.0853 trillion yuan, an increase of 393.5 billion yuan compared to the previous trading day [1]. Sector Performance - The market saw more sectors gaining than losing, with notable increases in power equipment, non-ferrous metals, precious metals, defense and military, steel, media, computer, environmental protection, and textile and apparel sectors. Concepts such as perovskite batteries, commercial aerospace, satellite internet, sapphire, lithium mining, cultivated diamonds, small metals, gold, and interactive short dramas were particularly active. In contrast, sectors like communication, insurance, banking, coal, and home appliances experienced declines [1]. Individual Stock Performance - A total of 3707 stocks rose, while 1336 stocks fell, with 134 stocks remaining flat and 6 stocks suspended. Excluding newly listed stocks, there were 120 stocks hitting the daily limit up and 2 stocks hitting the limit down [2]. - Among the stocks that hit the daily limit up, 23 stocks had consecutive limit-up days of 2 or more, with Fenglong Co., Ltd. leading with 18 consecutive limit-ups [3]. Capital Flow - The net capital outflow from the two markets was 4.167 billion yuan, with the ChiNext seeing a net inflow of 1.515 billion yuan. The CSI 300 index experienced a net outflow of 1.005 billion yuan, while the STAR Market saw a net outflow of 3.171 billion yuan. Out of 31 sectors, 13 sectors had net capital inflows, with the power equipment sector leading with a net inflow of 8.977 billion yuan [4][6]. - The top sectors with net inflows included non-ferrous metals (4.552 billion yuan), media (2.173 billion yuan), and defense and military (2.157 billion yuan). Conversely, the communication sector had the highest net outflow of 7.992 billion yuan, followed by electronics (6.350 billion yuan) and machinery (5.077 billion yuan) [4][6]. Notable Stocks - 191 stocks had net capital inflows exceeding 1 billion yuan, with Jin Feng Technology receiving the highest net inflow of 1.861 billion yuan. Other notable stocks included Lens Technology (1.594 billion yuan), Qian Zhao Optoelectronics (1.267 billion yuan), and Xian Dao Intelligent (1.217 billion yuan) [7][8]. - Conversely, 116 stocks experienced net capital outflows exceeding 1 billion yuan, with Xin Yi Sheng leading with a net outflow of 3.471 billion yuan, followed by Zhong Ji Xu Chuang (3.103 billion yuan) and Li Ou Shares (2.604 billion yuan) [10][11]. Institutional Activity - Institutional investors had a net selling of approximately 1.02 billion yuan, with 22 stocks seeing net purchases and 14 stocks net sales. Jin Feng Technology was the most purchased stock by institutions, with a net purchase amount of approximately 266 million yuan [13][14].

转自：智通财经 【4连板白银有色（维权）：预计2025年净亏损4.5亿元-6.75亿元 因仓储合同纠纷计提预计负债金额约 3.14亿元】智通财经1月23日电，白银有色(601212.SH)公告称，预计2025年年度归属于上市公司股东的 净利润为-4.50亿元到-6.75亿元。2025年有色金属及贵金属产品市场价格同比上升，公司主要产品产量 同比增加，并强化内部管理，多措并举降本增效、开源节流，毛利率同比上升。但是由于公司下属子公 司上海红鹭国际贸易有限公司与南储仓储管理集团有限公司及其上海分公司的仓储合同纠纷案，2025年 上半年基于该案件的最新进展及谨慎性原则，计提预计负债金额约3.14亿元。另外，由于市场价格波动 导致当期点价交易形成的嵌入式衍生金融工具公允价值变动损失同比增加，相应影响了公司业绩。 ...

2025年有色金属及贵金属产品市场价格同比上升，公司主要产品产量同比增加，并强化内部管理，多措 并举降本增效、开源节流，毛利率同比上升。但是由于公司下属子公司上海红鹭国际贸易有限公司与南 储仓储管理集团有限公司及其上海分公司的仓储合同纠纷案，2025年上半年基于该案件的最新进展及谨 慎性原则，计提预计负债金额约3.14亿元。另外，由于市场价格波动导致当期点价交易形成的嵌入式衍 生金融工具公允价值变动损失同比增加，相应影响了公司业绩。 格隆汇1月23日丨白银有色（维权）(601212.SH)公布，经财务部门初步测算，预计2025年年度实现归属 于母公司所有者的净利润-45,000万元到-67,500万元，与上年同期相比，将出现亏损。 ...

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个别及连带责任。 重要内容提示： 证券代码：601212 证券简称：白银有色 公告编号：2026—临 012 号 白银有色集团股份有限公司 2025 年年度业绩预告的公告 （二）业绩预告情况 经财务部门初步测算，预计 2025 年年度实现归属于母公司所有者的净利润 -45,000 万元到-67,500 万元，与上年同期相比，将出现亏损。 （三）本期业绩预告为公司根据经营情况的初步预测，未经年审会计师事务 所审计。 二、上年同期经营业绩和财务状况 本期业绩预告适用于净利润为负值情形。 2024 年度利润总额 142,733.28 万元；归属于母公司所有者的净利润 8,079.17 万元；归属于母公司所有者的扣除非经常性损益的净利润 24,976.16 万元；每股 收益 0.011 元。 白银有色集团股份有限公司（以下简称"公司"）预计 2025 年年度实现 归属于母公司所有者的净利润为-45,000 万元到-67,500 万元。 三、本期业绩变化的主要原因 一、本期业绩预告情况 （一）业绩预告 ...

证券代码：601212 证券简称：白银有色 公告编号：2026—临 013 号 白银有色集团股份有限公司 股票交易异常波动公告 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个别及连带责任。 重要内容提示： ●白银有色集团股份有限公司（以下简称"公司"）股票于2026年1月22日、 2026年1月23日连续两个交易日收盘价格涨幅偏离值累计超过20%，根据《上海证 券交易所交易规则》的有关规定，属于股票交易异常波动。 ●经公司自查，并征询公司前两大股东中信国安实业集团有限公司、甘肃省 新业资产经营有限责任公司。截至2026年1月23日，公司股东中信国安实业集团 有限公司及甘肃省新业资产经营有限责任公司确认不存在影响公司股票交易异 常波动的重大事项，不存在涉及公司的应披露而未披露的重大信息。 ●公司股价短期涨幅较大，后续可能存在下跌风险。公司已于同日披露《2025 年业绩预告的公告》，预计2025年年度实现的归母净利润与上年同期相比将出现 亏损。公司生产经营正常。敬请广大投资者注意二级市场交易风险，理性决策， 审慎投资。 一、股票交易异常波 ...

人民财讯1月23日电，白银有色（601212）1月23日公告，预计2025年实现归属于母公司所有者的净利润 亏损4.5亿元至6.75亿元，上年同期净利润8079.17万元。由于公司下属子公司上海红鹭国际贸易有限公 司与南储仓储管理集团有限公司及其上海分公司的仓储合同纠纷案，2025年上半年公司基于该案件的最 新进展及谨慎性原则，计提预计负债金额约3.14亿元。 ...

Core Viewpoint - The A-share market shows a significant rebound in risk appetite, with 122 stocks hitting the daily limit on January 23, driven by themes such as commercial aerospace, new energy, and non-ferrous metals [1] Group 1: Market Dynamics - The market structure exhibits a combination of "theme-driven" and "low-level rebound" characteristics, indicating a diverse range of investment interests [1] - The commercial aerospace sector emerged as the strongest emotional trigger, particularly following news of SpaceX's plans for a second-generation Starlink system, which sparked interest in related A-share stocks [1] - The "14th Five-Year Plan" emphasizes the "aerospace information industry" as a strategic emerging industry, with potential supportive policies expected by 2026 [1] Group 2: Sector Performance - The new energy vehicle supply chain remains active, with stocks like Fenglong Co. experiencing multiple daily limits, reflecting ongoing investment in post-cycle manufacturing segments [1] - The perovskite battery and semiconductor materials are identified as core themes in technology, with companies like Woge Optoelectronics and Jianghua Microelectronics showing strong performance amid expectations for recovery in AI computing and consumer electronics [1] - In the non-ferrous metals and resources sector, Sichuan Gold and Silver Nonferrous Metals have shown strong emotional benchmarks, driven by historical highs in international gold prices and rising demand for safe-haven assets [1] Group 3: Stock Trends - A total of 23 sectors saw stocks hitting daily limits, with the top five sectors accounting for over 60% of the total, indicating a high concentration of investment [2] - The three core themes identified are electrical equipment (including solar, wind, energy storage, and charging piles), non-ferrous metals (copper, zinc, gold, aluminum), and machinery [2] - The first-tier stocks hitting daily limits represent 62.3% of the total, characterized by low market capitalization and high turnover, while stocks with multiple limits show signs of speculative trading [3]