证券代码：601899 股票简称：紫金矿业 编号：临 2025-069 紫金矿业集团股份有限公司 2025年中期利润分配方案公告 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： 每股分配金额：每股派发现金红利 0.22 元（含税）。 本次利润分配以实施权益分派股权登记日登记的总股份数为基数，具体日 期将在权益分派实施公告中明确。 在实施权益分派的股权登记日前公司总股份数发生变动的，拟维持每股分 配金额不变，相应调整分配总额，并将另行公告具体调整情况。 本次利润分配方案已由公司 2024 年度股东会授权董事会决定。 一、2025 年度利润分配方案内容 根据公司 2025 年半年度财务报告（未经审计），2025 年半年度合并报表实现 归属于母公司股东的净利润为 232.92 亿元。2025 年半年度母公司实现净利润为 7.28 亿元，截至 2025 年 6 月 30 日，母公司累计可供分配利润为 148.78 亿元。 公司拟以实施权益分派股权登记日登记的总股份数为基数向全体股东每 10 股 派发现金红利 2.2 元 ...

2025 INTERIM REPORT 半年度报告 为人类美好生活 提供低碳矿物原料 Providing the Materials that Improve Standards of Living in a Low Carbon Future 紫金矿业集团股份有限公司 Zijin Mining Group Company Limited 601899.SH 2899.HK 重要提示 Important Notice 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确性、完整性，不存在虚 假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司全体董事出席董事会会议。 本半年度报告未经审计。 公司负责人邹来昌、主管会计工作负责人吴红辉及会计机构负责人（会计主管人员）向钊声明：保证半年度报告 中财务报告的真实、准确、完整。 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 董事会决议公司2025年半年度利润分配预案为：每10股派发现金红利2.2元（含税）。 前瞻性陈述的风险声明 本报告内容涉及的未来计划等前瞻性陈述不构成公司对投资者的实质承诺，请投资者注意投资风险。 ...

紫金矿业8月26日公告，2025年上半年营业收入1677.11亿元，同比增长11.50%。归属于上市公司股东的 净利润为232.92亿元，同比增长54.41%。公司拟每10股派发现金红利2.2元（含税）。 ...

紫金矿业公告，2025年上半年营业收入1677.11亿元，同比增长11.50%。净利润232.92亿元，同比增长 54.41%。公司拟每10股派发现金红利2.2元（含税）。 ...

8月26日，紫金矿业大宗交易成交1022.3万股，成交额2.29亿元，占当日总成交额的5.26%，成交价22.39元，较市场收盘价22.39元持平。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) | | 成交量(*) 买入营业部 | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-08-26 | 紫金矿业 | 601899 | 22.39 | 22390 | 1000 | 汇丰前海证券有限 | 中信证券股份有限 | | | | | | | | | 责任公司深圳前海 | 公司深圳滨海大道 | | | | | | | | | 证券营业部 | 证券营业部 | | | 2025-08-26 | 紫金矿业 | 601899 | 22.39 | 499.3 | 22.3 | 中国国际金融股份 | 平安证券股份有限 | | | | | | | | | 有限公司北京建国 | 公司深圳金田路证 | | | | | | | | | 门外大街证券营业 | 券营业部 | | | | | | | | | ...

Core Viewpoint - The A-share market experienced fluctuations on August 26, with the non-ferrous sector undergoing a pullback, while the Non-Ferrous 50 ETF (159652) saw significant inflows despite a slight decline after a previous surge [1][6]. Market Performance - The Non-Ferrous 50 ETF (159652) recorded a net subscription of 23 million shares during the day, marking its third consecutive day of strong capital inflow [1]. - The component stocks of the Non-Ferrous 50 ETF showed mixed performance, with notable gains from Yun Aluminum Co. and Huaxi Nonferrous, both rising over 4% [3]. Component Stocks Overview - The top ten component stocks of the Non-Ferrous 50 ETF include: - Sanfang Liannong (601899) with a 0.86% increase and a market cap of 35.44 billion - Northern Rare Earth (600111) with a 6.36% decrease and a market cap of 182.38 billion - Other notable stocks include China Aluminum (601600) and Shandong Gold (600547) with increases of 1.24% and 1.85% respectively [4]. Economic Context - Federal Reserve Chairman Jerome Powell highlighted the dual challenges of inflation and a cooling labor market, with a significant drop in job creation in July, indicating increased economic downside risks [5]. - The likelihood of an interest rate cut by the Fed has increased, which is expected to enhance the investment appeal of metals like gold and copper [6]. Investment Insights - The Non-Ferrous 50 ETF (159652) is noted for its high copper content (31%), making it a leading choice in the sector [7]. - The ETF's cumulative return from 2019 to August 10, 2025, reached 140%, despite a 20% decline in valuation PE, indicating that the index's rise is driven by profit growth rather than valuation expansion [11]. - Analysts recommend continued investment in the Non-Ferrous 50 ETF due to its strong positioning in the context of an impending interest rate cut and the ongoing demand for metals driven by green energy transitions and technological advancements [6][11].

景川也表示，降息周期或不会支撑大宗商品价格持续走强。在利率与商品价格同步下行的环境中，实体 企业利润或因成本下降而阶段性回升，企业盈利改善将传导至员工收入增长，进而刺激消费与投资回 暖。唯有实体企业利润实质性提升，才能为未来经济增长注入持续动力。 编者按 近期，多种化工品、工业制品、原料价格掀起上涨浪潮，引发市场的广泛关注。价格跳动的曲线背后， 藏着市场最关切的三重追问：此轮涨价由何驱动？这波涨势能持续多久？产业链上下游企业的业绩能否 借此迎来修复契机，又将如何重塑行业竞争格局？ 春江水暖"价"先知。涨价，是经济脉络复苏中最灵敏的脉动信号。上海证券报微信公众号推出《市场 探"涨"》系列报道，意在凸显这一系列价格变化背后的市场活力与商业逻辑变迁。透过"涨"声，倾听复 苏脚步；在潮起潮落之间，探见未来可期。 当地时间8月22日，美联储主席鲍威尔发声，称美联储对降息持开放态度，市场解读为"放鸽"，受访人 士表示，这一表态对美元计价的国际大宗商品市场形成正面影响，大宗商品有望迎来价值重估。 8月25日期货市场方面，沪铜主力合约价格上涨，收盘价为79690元/吨，吨价逼近8万元关口；沪金、沪 银主力合约价格均录得上涨。 ...

Group 1 - As of August 25, the metal zinc concept increased by 3.19%, ranking 6th among concept sectors, with 34 stocks rising, including Hunan Silver which hit the daily limit, and Zijin Mining, Shengtun Mining, and Baiyin Nonferrous rising by 7.50%, 7.42%, and 6.47% respectively [1] - The metal zinc sector saw a net inflow of 615 million yuan from main funds today, with 20 stocks receiving net inflows, and 5 stocks exceeding 50 million yuan in net inflow, led by Hunan Silver with a net inflow of 344 million yuan [2] - The top stocks by net inflow ratio included Hunan Silver, Jinhui Co., and Baodi Mining, with net inflow ratios of 30.94%, 17.87%, and 13.66% respectively [3] Group 2 - The top gainers in the metal zinc sector included Hunan Silver with a 10.00% increase and a turnover rate of 9.55%, followed by Zijin Mining with a 7.50% increase and a turnover rate of 1.49% [3] - Stocks with significant net outflows included Hongda Co. with a decrease of 3.17% and a net outflow of 930.69 million yuan, and *ST Jinglan with a decrease of 1.09% and a net outflow of 954.56 million yuan [5] - The overall performance of the metal zinc sector reflects a positive trend, with several companies showing strong gains and significant capital inflows [2][3]

Core Viewpoint - The brain-computer interface (BCI) industry is experiencing significant breakthroughs and growth, with the launch of the world's first multi-center clinical trial for severe neurological conditions marking a pivotal moment in the field [5][7]. Market Performance - On August 25, the A-share market index rose by 1.51%, reaching a nearly 10-year high, with a total trading volume of 3.18 trillion yuan, the second-highest in history [1][2]. - Fourteen stocks exceeded 10 billion yuan in trading volume, with notable performances from companies like Dongfang Caifu and Hanwei Technology [3]. Industry Developments - The first multi-center clinical trial for BCI technology, focusing on precise diagnosis and treatment of hydrocephalus, was initiated by Tianjin University and leading medical institutions [5]. - The BCI technology has expanded beyond traditional applications, indicating a shift towards addressing severe neurological conditions [5][7]. Technological Advancements - The team developed a high-resolution wearable EEG acquisition device and a comprehensive brain-computer intelligent platform, significantly reducing the diagnosis time for hydrocephalus from 2-3 days to 30 minutes [5][6]. - The BCI industry in China is projected to grow from 3.2 billion yuan in 2024 to 6.14 billion yuan by 2028, driven by technological advancements and market demand [7]. Investment Opportunities - Over 30 listed companies are currently involved in the BCI industry, with significant stock price increases observed in 2023, averaging a rise of 47.88%, outperforming the Shanghai Composite Index [10]. - Notable companies such as Xiangyu Medical and Renhe Pharmaceutical are actively developing innovative BCI products, indicating strong market interest and investment potential [8][9].

Group 1 - Recent price increases in various chemical and industrial products have raised market concerns about the drivers behind this surge, its sustainability, and the potential for performance recovery among upstream and downstream companies in the industry [1] - The expectation of interest rate cuts by the Federal Reserve, as indicated by Chairman Powell, has positively impacted the international commodity market, suggesting a potential revaluation of commodities [1][3] - On August 25, copper futures in the Shanghai market closed at 79,690 yuan per ton, nearing the 80,000 yuan mark, while precious metals also saw price increases [1] Group 2 - The expectation of interest rate cuts has risen significantly, with traders betting on an 87.2% chance of a cut in September and two additional cuts by the end of the year [3] - The "dovish" stance of the Federal Reserve is expected to weaken the dollar, leading to an increase in prices for dollar-denominated commodities [3] - The recent rebound in prices of cyclical assets, including commodities, is attributed to supportive policies aimed at addressing issues like weak terminal consumption and structural oversupply in the commodity industry [5] Group 3 - The current commodity market is undergoing a reconfiguration of global supply and demand dynamics, influenced by geopolitical factors and supply chain restructuring, which may lead to a revaluation of raw materials [6] - Copper is identified as a key industrial metal, with its price expected to remain strong due to tight supply and increasing demand from emerging sectors such as AI infrastructure and electric transportation [6] - For September, copper prices are projected to fluctuate between 78,000 yuan and 83,000 yuan per ton, indicating a resilient price trend [6]