6月6日，A股早盘窄幅震荡，超2900只个股下跌，半日成交额7467亿，较上个交易日放量324亿。截至 收盘，沪指跌0.06%，深成指跌0.18%，创业板指跌0.48%。 消息面上，因特朗普与马斯克关系恶化，隔夜美股高开低走，三大指数集体收跌，大型科技股多数下 跌，特斯拉暴跌逾14%市值跌破万亿。 盘面上，市场热点轮动较快，煤炭、银行等高股息风格活跃，大有能源涨停；有色金属板块走强，白银 方向领涨，湖南白银等涨停；化工板块走高，氟化工方向领涨，三美股份、巨化股份双双创历史新高； 固态电池概念拉升，海辰药业20%涨停；存储芯片概念异动，好上好涨停；此外，军工、建筑装饰等板 块盘中均轮动表现。下跌方面，IP经济、宠物经济等新消费概念走低，足球概念回调，游戏、汽车等板 块跌幅居前。 展望后市，中国银河认为，短期内，市场或仍维持震荡格局，关注外部关税的变化与国内政策的落地节 奏。 热门板块 1、有色金属板块走强 有色金属板块走强，白银方向领涨，白银有色、湖南白银、厦门信达等涨停，兴业银锡、盛达资源等跟 涨。 点评：消息面上，周四现货白银一度暴涨4.5%，触及每盎司36美元整数关口的上方，创下2012年2月以 来最高水 ...

Group 1 - The A-share controllable nuclear fusion sector experienced a short-term surge, with significant gains in related stocks [1] - Silver and non-ferrous metals stocks, including Baili Electric, hit the daily limit up, indicating strong market interest [1] - Other companies such as Zhongzhou Special Materials, Xue Ren Co., Changfu Co., Wangzi New Materials, and Shun Na Co. also saw increases in their stock prices, reflecting a broader trend in the sector [1]

Group 1 - The precious metals sector is experiencing a significant upward trend, with silver leading the gains [1] - Hunan Silver has reached its daily limit up, while other companies like Silver Nonferrous, Xingye Silver Tin, and Shengda Resources have also shown notable increases [1] - On Thursday, the spot silver price surged by 4.5%, surpassing the $36 per ounce mark, reaching its highest level since February 2012 [1]

证券代码：601212 证券简称：白银有色 公告编号：2025-临 025 号 白银有色集团股份有限公司 关于召开2024年年度股东大会的通知 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： 一、 召开会议的基本情况 (一)股东大会类型和届次 2024年年度股东大会 (二)股东大会召集人：董事会 (三)投票方式：本次股东大会所采用的表决方式是现场投票和网络投票相结合的 方式 (四)现场会议召开的日期、时间和地点 召开的日期时间：2025 年 6 月 25 日 15 点 00 分 召开地点：甘肃省白银市白银区友好路 96 号白银有色集团股份有限公司办 公楼会议室。 (六)融资融券、转融通、约定购回业务账户和沪股通投资者的投票程序 股东大会召开日期：2025年6月25日 本次股东大会采用的网络投票系统：上海证券交易所股东大会网络投票系统 涉及融资融券、转融通业务、约定购回业务相关账户以及沪股通投资者 的投票，应按照《上海证券交易所上市公司自律监管指引第 1 号 — 规范运 作》等有关规定执行。 (七)涉及公开征集股 ...

证券代码：601212 证券简称：白银有色 公告编号：2025—临 024 号 白银有色集团股份有限公司（以下简称"公司"）于 2025 年 5 月 22 日通过 电子邮件或书面等方式向公司全体董事发出召开第五届董事会第二十三次会议 的通知。公司第五届董事会第二十三次会议于 2025 年 6 月 2 日以通讯方式召开。 会议应出席董事 13 名，实际出席董事 13 名。本次会议由公司董事长王普公先生 主持召开。会议的召集、召开、审议程序符合《中华人民共和国公司法》等法律 法规及《公司章程》的有关规定，会议形成的决议合法有效。 具体内容详见公司同日在指定信息披露媒体《上海证券报》《证券日报》及 上海证券交易所官网披露的《白银有色集团股份有限公司关于召开2024年年度股 东大会的通知》。 白银有色集团股份有限公司 第五届董事会第二十三次会议决议公告 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。 一、董事会会议召开情况 二、董事会会议审议情况 1.审议通过《关于修订套期保值业务管理制度的提案》 为进一步加强套期保值管理工作， ...

Market Overview - As of 10:30 AM today, the Shanghai Composite Index stands at 3352.43 points, above the six-month moving average, with a change of 0.15% [1] - The total trading volume of A-shares today is 568.946 billion yuan [1] Stocks Performance - A total of 138 A-shares have surpassed the six-month moving average today, with notable stocks showing significant deviation rates [1] - The stocks with the highest deviation rates include: - Dahongli (300865) with a deviation rate of 17.40%, closing at 27.74 yuan, up 19.98% [1] - Huaxi Biological (688363) with a deviation rate of 6.97%, closing at 54.41 yuan, up 7.87% [1] - *ST Chengchang (001270) with a deviation rate of 5.20%, closing at 36.55 yuan, up 5.00% [1] Additional Stocks with Notable Performance - Other stocks with significant performance include: - Zhejiang Shuwenhua (600633) with a deviation rate of 5.17%, closing at 13.62 yuan, up 5.66% [1] - Gehua Cable (600037) with a deviation rate of 4.76%, closing at 7.73 yuan, up 6.47% [1] - Stocks with smaller deviation rates that have just crossed the six-month line include Aotai Biological, Chitianhua, and Emei Mountain A [1]

公司于 2025 年 5 月 19 日收到中信国安《关于中信国安实业集团有限公司所 持白银有色集团股份有限公司部分股份解质押情况的告知书》，获悉中信国安质 押给哈尔滨银行股份有限公司天津分行的 30,000,000 股无限售流通股已办理解 除证券质押登记手续，具体情况如下： | 股东名称 | 中信国安实业集团有限公司 | | | | | | --- | --- | --- | --- | --- | --- | | 本次解除质押股份 | 30,000,000 | | | 股 | | | 占其所持股份比例 | | | | 1.33% | | | 占公司总股本比例 | | | | 0.41% | | | 解除质押时间 | 2025 年 5 16 | | 月 | 日 | | | 持股数量 | 2,250,000,000 | 股 | | | | | 持股比例 | | 30.39% | | | | | 剩余被质押股份数量 | | 2,217,610,300 | | 股 | | | 剩余被质押股份数量占其所持股份比例 | | | | | 98.56% | | 剩余被质押股份数量占公司总股本比例 | | | | | 29. ...

证券代码：601212 证券简称：白银有色 公告编号：2025—临 023 号 白银有色集团股份有限公司 关于公司股东部分股份解除质押的公告 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个别及连带责任。 特此公告。 白银有色集团股份有限公司董事会 2025 年 5 月 20 日 ●白银有色集团股份有限公司（以下简称"公司"）第一大股东中信国安实业 集团有限公司（以下简称"中信国安"）持有公司股份总数为 2,250,000,000 股， 占公司总股本比例为 30.39%。 ●本次中信国安解除质押股份数量为 30,000,000 股，解除质押后，中信国安 累计质押股份数量为 2,217,610,300 股，占其所持公司股份数量的比例为 98.56%， 占公司总股本比例为 29.95%。 公司于 2025 年 5 月 19 日收到中信国安《关于中信国安实业集团有限公司所 持白银有色集团股份有限公司部分股份解质押情况的告知书》，获悉中信国安质 押给哈尔滨银行股份有限公司天津分行的 30,000,000 股无限售流通股已办理解 除证券质押登记手 ...

Core Viewpoint - The high-voltage direct current relay market is experiencing significant growth driven by the increasing demand in the power industry, industrial automation, and the rapidly expanding electric vehicle sector. The market size in China is projected to reach approximately 3.288 billion yuan in 2024, with continued growth expected due to the development of renewable energy, smart grids, and electric vehicles [1][16]. Group 1: Industry Overview - High-voltage direct current relays are essential electrical devices used to control current in high-voltage direct current circuits, featuring advantages such as high voltage resistance and impact resistance. They are primarily applied in the power, industrial automation, and electric vehicle industries [3][11]. - The demand for high-voltage direct current relays is increasing due to the rapid growth of the electric vehicle industry, which requires these relays for battery management systems and motor control systems [1][11]. Group 2: Market Demand and Growth - The market for high-voltage direct current relays is projected to grow significantly, with the global market size expected to reach approximately 3.521 billion USD in 2024, driven by the increasing sales of electric vehicles [14]. - In China, the production and sales of new energy vehicles have seen substantial growth, with production increasing from 340,500 units in 2015 to 12.888 million units in 2024, reflecting a compound annual growth rate of 49.74% [11][14]. Group 3: Technical Requirements - High-voltage direct current relays used in electric vehicles must meet various technical requirements, including high voltage resistance, load endurance, impact resistance, strong arc extinguishing capability, and high breaking capacity [5][6]. - The relays must withstand high working voltages and currents, with electric vehicles typically requiring relays that can handle voltages significantly higher than traditional vehicles [5][6]. Group 4: Industry Chain and Key Materials - The upstream of the high-voltage direct current relay industry includes the supply of core raw materials and key components, such as precious metals for contacts and copper for coils, which are crucial for performance and manufacturing costs [7][9]. - The production of copper materials in China is projected to grow from 18.62 million tons in 2017 to 23.503 million tons in 2024, providing a solid raw material foundation for high-voltage direct current relays [9]. Group 5: Competitive Landscape - The global high-voltage direct current relay market exhibits an oligopolistic structure, with major players including Panasonic, Tyco, Gigavac, Omron, and Denso, while domestic manufacturers like Hongfa and Aerospace Electric hold significant market shares [18][20]. - In the domestic market, Hongfa Technology holds approximately 40% of the market share, with other players like BYD and Panasonic also contributing to the competitive landscape [18][20]. Group 6: Future Trends - The demand for high-voltage direct current relays is expected to grow due to the upgrade of high-voltage platforms in electric vehicles, requiring higher voltage ratings and safety standards [24]. - There is a trend towards lightweight design in high-voltage direct current relays, aiming to reduce weight by over 30% while maintaining performance, which is crucial for enhancing the range of electric vehicles [25]. - The integration of smart technologies in high-voltage direct current relays is anticipated to enhance safety and efficiency, with features like real-time monitoring and adaptive protection mechanisms [27][28].

Group 1 - The core point of the news is the acquisition of Baiyin Nonferrous Metals Group Co., Ltd. by CITIC Group, which has resulted in a significant change in the company's ownership structure, with CITIC Group becoming the actual controller of the company through its subsidiary, CITIC Guoan Industrial Group Co., Ltd. [1][5][28] - CITIC Group holds a total of 2,445,671,272 shares in Baiyin Nonferrous, accounting for 33.03% of the total share capital, following the completion of the acquisition process [1][5][6]. - The acquisition was facilitated by a court-approved restructuring plan for CITIC Guoan Group and other related companies, which allowed for the transfer of shares and the establishment of CITIC Guoan as the largest shareholder of Baiyin Nonferrous [1][5][6]. Group 2 - The acquisition process complied with the relevant regulations, allowing CITIC Group to avoid making a public tender offer for additional shares, as it was deemed beneficial for market stability and the protection of minority shareholders [2][5]. - Throughout the acquisition process, CITIC Group and Baiyin Nonferrous have fulfilled their reporting and announcement obligations as required by law [6][28]. - The financial advisor confirmed that the transfer of shares was completed on June 6, 2023, and the actual control of the first major shareholder was officially changed to CITIC Group on November 1, 2023 [6][28]. Group 3 - The acquisition does not involve any adjustments to Baiyin Nonferrous's main business operations, and there are no plans for significant changes in the company's business strategy within the next 12 months [8][21]. - Baiyin Nonferrous is planning to invest in a copper-gold mining project in Brazil to enhance its international operations and resource security, which has been approved by the board [8][9]. - The company is also in the process of publicly transferring 100% of its subsidiary, Tangjisa (Barbados) Ltd., through an open bidding process, which is expected to improve operational efficiency [9][10][12]. Group 4 - The company has reported internal control deficiencies, including one significant financial reporting deficiency related to employee collusion leading to inventory shortages, which has been addressed through corrective measures [23][27]. - Baiyin Nonferrous has implemented an SAP information system to enhance its internal control and risk management capabilities, with ongoing evaluations planned for the system's reliability [27][28]. - The company has maintained compliance with corporate governance and internal control regulations throughout the acquisition process, with no violations reported [28][29].