从薪资总额看，紫金矿业、焦作万方、洛阳钼业董秘薪资位列前三名，其中资金矿业董秘郑友诚年薪 451.38万元，焦作万方董秘吴永锭年薪411.29万元，洛阳钼业董秘徐辉年薪296.98万元。这三名董秘的 日薪（按250天计算）均已过万。 海亮股份原董秘程疆年薪120.38万元，远超行业均值。2024年，公司归母净利润大幅下挫37.1%至7.03 亿元，公司市值下降。值得关注的是，程疆在海亮股份任期非常短，仅1年多，2023年8月上任，2025年 1月已离任。 金田股份董秘丁星驰2024年涨薪至161万，但公司2024年归母净利润同比下降12.29%，市值同比下降 11.07%。 创新新材董秘王科芳年薪120万超行业均值，2023年、2024年公司市值持续下挫，其中2023年市值缩水 16.35%，2024年市值缩水21.48%。 新疆众和董秘刘建昊年薪148万超行业均值，2023年、2024年公司市值持续下挫，其中2023年市值缩水 7.85%，2024年市值缩水0.41%。业绩表现来看，2024年公司增收不增利，归母净利润同比下滑 22.94%。 专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百 ...

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！ 金田股份董秘丁星驰2024年涨薪至161万，但公司2024年归母净利润同比下降12.29%，市值同比下降 11.07%。 创新新材董秘王科芳年薪120万超行业均值，2023年、2024年公司市值持续下挫，其中2023年市值缩水 16.35%，2024年市值缩水21.48%。 新疆众和董秘刘建昊年薪148万超行业均值，2023年、2024年公司市值持续下挫，其中2023年市值缩水 7.85%，2024年市值缩水0.41%。业绩表现来看，2024年公司增收不增利，归母净利润同比下滑 22.94%。 永茂泰董秘王光普年薪百万，但是公司市值已连续三年下挫，利润更是在连续两年巨降后微增。2022- 2024年，公司市值分别缩水13.6%、7.07%、18.58%。公司归母净利润2022年、2023年大幅下滑，分别 同比下降58.56%、67.18%，2024年仅仅微增0.38%。 西藏珠峰董秘孙华年薪超百万，公司市值连续三年下挫。2022-2024年，公司市值分别缩水39.14%、 46.95%、12.25%。 国城矿业董秘马翀年薪超百万，但公司 ...

Core Viewpoint - The A-share non-ferrous metal industry shows a positive trend in earnings forecasts for the first half of 2025, with over 80% of the companies expected to be profitable, despite some companies facing significant losses due to market fluctuations in lithium products [1][2][7]. Group 1: Earnings Forecast Overview - A total of 141 companies are classified under the non-ferrous metal industry, with 54 companies having released their earnings forecasts for the first half of 2025 [1]. - Among the 54 companies, 44 are expected to be profitable, representing over 80% of the total [1][3]. - The companies with the highest projected net profits include Zijin Mining, with an expected profit of 232 billion yuan, and Luoyang Molybdenum, with a forecasted profit between 82 billion to 91 billion yuan [5][6]. Group 2: Positive Earnings Forecasts - Out of the 54 companies, 40 are categorized as having positive earnings forecasts, which includes 24 companies expecting profit increases and 4 companies anticipating slight increases [2][3]. - Zijin Mining's net profit is projected to grow by 54% compared to the same period last year, driven by rising sales prices of gold, copper, zinc, and silver [5][6]. - Luoyang Molybdenum expects a profit increase of 51.37% to 67.98%, attributed to higher copper and cobalt prices and increased production and sales [6]. Group 3: Negative Earnings Forecasts - Ten companies are expected to report losses, with the largest projected losses from Shengxin Lithium Energy and Ganfeng Lithium [7][10]. - Shengxin Lithium Energy anticipates a loss of 720 million to 850 million yuan, citing declining lithium product prices and increased asset impairment provisions as key factors [10]. - Ganfeng Lithium is expected to report a loss between 300 million to 550 million yuan, also impacted by falling prices of lithium salts and battery products [10].

据了解，中证全指由上海证券交易所、深圳证券交易所和北京证券交易所市场符合条件的股票和存托凭 证组成样本，具有较高的市场代表性，反映上交所、深交所和北交所市场上市公司的整体表现。该指数 以2004年12月31日为基日，以1000.0点为基点。 金融界8月6日消息，上证指数低开高走，中证全指指数 (中证全指，000985)上涨0.61%，报5272.08点， 成交额17128.12亿元。 数据统计显示，中证全指指数近一个月上涨5.45%，近三个月上涨12.28%，年至今上涨10.30%。 从指数持仓来看，中证全指指数十大权重分别为：贵州茅台（1.89%）、宁德时代（1.48%）、中国平 安（1.34%）、招商银行（1.18%）、兴业银行（0.81%）、美的集团（0.75%）、长江电力（0.72%）、 紫金矿业（0.7%）、东方财富（0.63%）、中信证券（0.6%）。 从中证全指指数持仓样本的行业来看，工业占比22.72%、信息技术占比16.76%、金融占比14.15%、原 材料占比10.73%、可选消费占比8.68%、医药卫生占比8.30%、主要消费占比6.57%、通信服务占比 6.12%、公用事业占比2.89 ...

Core Viewpoint - The performance of the CSI A500 Index and its leading ETF shows a positive trend, with significant gains in individual stocks and overall market participation increasing, indicating a favorable investment environment [1][4]. Group 1: Index Performance - As of August 6, 2025, the CSI A500 Index rose by 0.41%, with notable individual stock performances such as Robot (up 14.67%) and others reaching their daily limit [1]. - The CSI A500 ETF leading fund (563800) recorded a 0.39% increase, marking its third consecutive rise, with a recent price of 1.02 yuan [1]. Group 2: Trading and Liquidity - The CSI A500 ETF leading fund had a turnover rate of 7.55% and a total trading volume of 1.258 billion yuan on the same day [3]. - Over the past year, the average daily trading volume for the CSI A500 ETF leading fund was 1.929 billion yuan [3]. Group 3: Fund Performance Metrics - The latest scale of the CSI A500 ETF leading fund reached 16.626 billion yuan, with a net value increase of 10.20% over the past six months [3]. - Since its inception, the fund's highest monthly return was 4.54%, with the longest consecutive monthly gains being three months and a maximum increase of 10.12% [3]. - The fund outperformed its benchmark with an annualized excess return of 8.62% over the last three months [3]. Group 4: Risk and Fee Structure - The CSI A500 ETF leading fund has a relatively low drawdown risk, with a year-to-date relative drawdown of 0.04% compared to its benchmark [3]. - The management fee is 0.15% and the custody fee is 0.05%, which are among the lowest in comparable funds [3]. - The tracking error for the fund this year is 0.025%, indicating strong tracking precision [3]. Group 5: Index Composition - The CSI A500 Index comprises 500 securities selected based on market capitalization and liquidity, representing major sectors [4]. - As of July 31, 2025, the top ten weighted stocks in the index accounted for 19.83% of the total index weight, with notable companies including Kweichow Moutai and CATL [4][6]. Group 6: Market Sentiment and Financing - The current market sentiment reflects a "rotating rise" and "low-level补涨" since June 23, 2025, which is expected to attract more external funds into the market [4]. - The financing balance in the A-share market has risen to 2 trillion yuan, representing 2.3% of the circulating market value, indicating a broad source of incremental funds [4].

金融界8月6日消息，上证指数低开高走，中证香港300资源指数 (H300资源，H30326)报2861.49点。 从中证香港300资源指数持仓样本的行业来看，石油与天然气占比50.07%、煤炭占比16.61%、贵金属占 比16.13%、工业金属占比15.73%、稀有金属占比0.89%、其他有色金属及合金占比0.56%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 本文源自：金融界 作者：行情君 数据统计显示，中证香港300资源指数近一个月上涨5.70%，近三个月上涨21.06%，年至今上涨 17.37%。 据了解，中证香港300行业主题指数系列从中证香港300指数样本中选取银行、运输、资源、基建、物流 和休闲等行业主题上市公司证券作为指数样本，以反映香港市场不同主题上市公司证券的整体表现。该 指数以20 ...

资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当对应的母指数调整样本时， 行业指数样本将相应调整。当样本公司有特殊事件发生，导致其行业归属发生变更时，将对指数进行相 应调整。当样本退市时，将其从指数样本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照 计算与维护细则处理。 本文源自：金融界 作者：行情君 据了解，中证香港100行业指数系列将中证香港100指数样本按中证行业分类标准进行分类，再以各自行 业全部证券作为对应行业指数的样本。该指数以2004年12月31日为基日，以1000.0点为基点。 从中证香港100原材料指数持仓的市场板块来看，香港证券交易所占比100.00%。 从中证香港100原材料指数持仓样本的行业来看，黄金占比68.96%、铝占比31.04%。 金融界8月6日消息，上证指数低开高走，中证香港100原材料指数 (H100材料，L11181)报737.12点。 数据统计显示，中证香港10 ...

Core Viewpoint - The recent fluctuations in the U.S. labor market and the Federal Reserve's interest rate expectations have led to a renewed interest in gold as a safe-haven asset, with significant implications for gold prices and related ETFs [1][2][4]. Group 1: Market Performance - On August 5, COMEX gold futures rose by 0.25% to $3435 per ounce, with gold-related ETFs also experiencing gains [1]. - As of August 5, the year-to-date increase in gold prices reached 39.33%, with notable rises in stocks such as Tongling Nonferrous Metals and Shandong Gold [1]. - The gold stock ETF (159562) increased by 1.66%, while the non-ferrous metal ETF (516650) rose by 1.24% [1][2]. Group 2: Economic Indicators - The U.S. Labor Department reported that 73,000 jobs were added in July, with an unemployment rate of 4.2%, which is a 0.1 percentage point increase from the previous month [1][4]. - The July non-farm payroll data was significantly below market expectations, leading to volatility in U.S. financial markets [1][4]. Group 3: Institutional Sentiment - Citigroup, known for its bearish stance on gold, has revised its three-month gold price forecast from $3300 to $3500 per ounce, reflecting a shift in institutional sentiment towards gold [2]. - The gold stock ETF tracks a diverse range of companies in the gold mining and sales sectors, with the top ten constituents accounting for 66.02% of the index weight [2]. Group 4: Future Outlook - Analysts suggest that the weak employment data provides the Federal Reserve with a rationale for potential interest rate cuts, which could further support gold prices [3][4]. - The anticipated dovish shift in Federal Reserve officials' statements and the potential for a rate cut could lead to a new upward trend in gold prices amid concerns over inflation [4].

Core Viewpoint - Zijin Mining's stock price is currently at 19.87 yuan, reflecting a slight decline of 0.05% from the previous trading day, with significant trading volume and value reported [1] Group 1: Company Performance - Zijin Mining is primarily engaged in the exploration, mining, smelting, and sales of mineral resources such as gold, copper, and zinc, and operates globally, establishing itself as a leading comprehensive mining enterprise in China [1] - The company's mid-year performance forecast for 2025 indicates an expected net profit attributable to shareholders of approximately 232 billion yuan for the first half of the year, representing a year-on-year growth of around 54% [1] - Zijin Mining has been included in the "2025 Mid-Year Performance Increase" concept sector and has received recognition from multiple brokerage firms for exceeding performance expectations [1] Group 2: Market Activity - On August 5, 2025, Zijin Mining experienced a net inflow of main funds amounting to 29.41 million yuan, although there has been a cumulative net outflow of 243 million yuan over the past five days [1]

铜市：关税风波后的格局演变 (1)特朗普关税政策的影响 7 月 30 日，特朗普政府宣布对美国进口的半制成铜产品及铜密集型衍生产品征收 50% 关税，该政策源 于 232 条款调查，8 月 1 日起生效。不过，精炼铜和铜精矿被排除在关税之外，且不会面临对等关税。 这一豁免意义重大，因为美国 50% 的国内精炼铜需求依赖进口，而半制成品(盘条、管材、板材等)的净 进口仅占需求的 7%。 高盛指出，此前曾提示 "矿产外交" 相关交易可能给 COMEX - LME 价差套利带来下行风险，并关闭了 做多 COMEX - LME 的交易建议。尽管对铜关税提议近乎完全撤销感到意外，但这表明特朗普政府仍 关注铜的供应安全。美国接下来可能会把重点放在与海外达成矿产协议上，并逐步引入关税。 (2)铜价走势与价差变化 智通财经APP获悉，近期，铜市波动引发市场广泛关注，美国银行(美银)和高盛两大机构纷纷发布报 告，对铜价走势、关税影响及相关企业动态进行了深入分析。同时，美银还针对紫金矿业(H/A)给出了 最新研究观点。 关税宣布后，COMEX 铜合约价格下跌 20% 至约 4.46 美元 / 磅(9830 美元 / 吨)，COM ...