| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 有机硅概念 | 4.65 | 财税数字化 | -1.98 | | 氟化工概念 | 3.92 | Sora概念(文生视频) | -1.87 | | 硅能源 | 3.67 | MLOps概念 | -1.82 | | 磷化工 | 3.47 | 减速器 | -1.76 | | 钛白粉概念 | 3.37 | AI语料 | -1.69 | | 环氧丙烷 | 2.60 | ERP概念 | -1.68 | | PVDF概念 | 2.38 | 云办公 | -1.67 | | 石墨电极 | 2.28 | 数字货币 | -1.65 | | 海南自贸区 | 2.26 | 电子身份证 | -1.64 | | 化肥 | 1.98 | 智谱AI | -1.62 | 资金面上看，今日氟化工概念板块获主力资金净流入36.93亿元，其中，32股获主力资金净流入，8股主 力资金净流入超亿元，净流入资金居首的是天赐材料，今日主力资金净流入10.94亿元，净流入资金居 前的还有多氟多、永太科技、天际股份等，主力资金分别净流入8. ...

今日涨跌幅居前的概念板块 截至11月7日收盘，海南自贸区概念上涨2.26%，位居概念板块涨幅第9，板块内，21股上涨，海马汽 车、海南矿业等涨停，凯撒旅业、海南发展、海峡股份等涨幅居前，分别上涨6.50%、5.32%、4.36%。 跌幅居前的有神农种业、新大洲A、*ST双成等，分别下跌1.15%、1.06%、0.49%。 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 有机硅概念 | 4.65 | 财税数字化 | -1.98 | | 氟化工概念 | 3.92 | Sora概念(文生视频) | -1.87 | | 硅能源 | 3.67 | MLOps概念 | -1.82 | | 磷化工 | 3.47 | 减速器 | -1.76 | | 钛白粉概念 | 3.37 | AI语料 | -1.69 | | 环氧丙烷 | 2.60 | ERP概念 | -1.68 | | PVDF概念 | 2.38 | 云办公 | -1.67 | | 石墨电极 | 2.28 | 数字货币 | -1.65 | | 海南自贸区 | 2.26 | 电子身份证 | -1. ...

A股震荡 11月7日，A股全天震荡调整，三大指数小幅下跌。截至收盘， 沪指跌0.25%，深成指跌 0.36%，创业板指跌0.51%。 市场共2101只个股上涨，63只个股涨停，3162只个股下跌。 | 880005 张肤家数 | | | | --- | --- | --- | | 日 | 涨停 | 63 | | 涨幅 | > 7% | 114 | | 涨幅 | 5-7% | 83 | | 涨幅 | 3-5% | 193 | | 涨幅 | 0-3% | 1711 | | 跌幅 | 0-3% | 2784 | | 跌幅 | 3-5% | 306 | | 跌幅 | 5-7% | ਬਰੇ | | 跌幅 | > 7% | 23 | | 其中 跌停 | | 8 | | | | 2101 | | | | 3162 | | 上饶 香港手牌 武汉都 神都 宜秋 | | 187 | | | | 5450 | | | | 20202.05亿 | | | | 130617.9万 | | 涨家增减 | | -624 | | 涨家增幅 | | -22.90% | | 指数量比 | | 0.96 | 有机硅板块集体爆发，东岳硅材、合盛硅业 ...

证券之星消息，11月7日冶钢原料板块较上一交易日上涨3.09%，海南矿业领涨。当日上证指数报收于 3997.56，下跌0.25%。深证成指报收于13404.06，下跌0.36%。冶钢原料板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日冶钢原料板块主力资金净流出1756.29万元，游资资金净流出1109.8万元，散户 资金净流入2866.09万元。冶钢原料板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601969 海南矿业 | | 1.36亿 | 21.94% | -7078.51万 | -11.39% | -6550.73万 | -10.54% | | 001203 大中矿业 | | 6758.18万 | 3.23% | 1073.56万 | 0.51% | -7831. ...

【导读】市场震荡！特朗普态度转变，承认美国人正在为关税付出"一些代价" 中国基金报记者 泰勒 大家好，今天市场走势震荡， 沪指围绕4000点拉锯！ A股震荡 11月7日，A股全天震荡调整，三大指数小幅下跌。截至收盘， 沪指跌0.25%，深成指跌0.36%，创业板指跌0.51%。 | 代码 | 名称 | 涨幅% | 现价 | | --- | --- | --- | --- | | 300437 | 清水源 | 19.97 R | 14.66 | | 920809 | 安达科技 | 16.36 R | 7.68 | | 600078 | 澄星股份 | 10.05 | 11.94 | | 600610 | 中毅达 | 10.02 R | 12.30 | | 600691 | 潞化科技 | 10.00 R | 3.30 | | 002759 | 天际股份 | 10.00 R | 36.20 | | 002136 | 安纳达 | 9.98 | 14.21 | | 301328 | 湖南裕能 | 9.38 R | 82.48 | | 002170 | 芭田股份 | . 9.18 | 13.56 | | 300919 | ...

德邦证券股份有限公司 关于 海南矿业股份有限公司收购报告书 之 2025 年第三季度持续督导意见 财务顾问 德邦证券 Topsperity Securities 二〇二五年十一月 1 声明 本声明所述的词语或简称与本持续督导意见"释义"部分所定义的词语或简 称具有相同的含义。 德邦证券接受复星高科委托,担任其收购海南矿业项目之财务顾问。根据《收 购管理办法》的规定,德邦证券本着诚实信用、勤勉尽责的精神,自收购完成后 的 12 个月内,对上述事项履行持续督导职责。 海南矿业于 2025年 10 月 31 日披露了 2025年第三季度报告。根据《证券法》 和《收购管理办法》等法律法规的规定,通过日常沟通和审慎核查,结合 2025 年第三季度报告,本财务顾问出具本持续督导意见。 作为本次收购的财务顾问,德邦证券出具的持续督导意见是在假设本次收购 的各方当事人均按照相关协议条款和承诺全面履行其所有职责的基础上提出的。 本财务顾问特作如下声明: (一)本持续督导意见所依据的文件、资料及其他相关材料基于的假设前提 是上述资料和意见真实、准确、完整,不存在虚假记载、误导性陈述或重大遗漏; 本财务顾问未对上述资料和意见作出任 ...

Market Overview - The steel raw materials sector increased by 2.28% on November 6, with Dazhong Mining leading the gains [1] - The Shanghai Composite Index closed at 4007.76, up 0.97%, while the Shenzhen Component Index closed at 13452.42, up 1.73% [1] Stock Performance - Dazhong Mining (001203) closed at 21.44, with a rise of 10.01% and a trading volume of 569,300 shares, totaling a transaction value of 1.198 billion [1] - Guangdong Mingzhu (600382) rose by 5.18% to 7.71, with a transaction value of 396 million [1] - Baodi Mining (601121) increased by 3.35% to 7.41, with a transaction value of 215 million [1] - Other notable stocks include HeSteel Resources (000923) up 3.33% to 18.29 and Fangda Carbon (600516) up 2.68% to 6.51 [1] Capital Flow - The steel raw materials sector saw a net inflow of 69.71 million from institutional investors, while retail investors experienced a net outflow of 9.89 million [1] - Dazhong Mining had a net inflow of 113 million from institutional investors, despite a net outflow of 55.53 million from retail investors [2] - Fangda Carbon also saw a significant net inflow of 88.32 million from institutional investors, with retail investors withdrawing 6.89 million [2]

1. Report Industry Investment Ratings - Gold: Short - term price in a callback trend [16] - US Dollar: Short - term oscillation [20] - Chinese Stock Index Futures: Long - position balanced allocation for each index [23] - US Stock Index Futures: Short - term high - level shock adjustment, with a bullish view considering profit support [27] - Treasury Bond Futures: Recently, the bond market is slightly bullish with limited upside, and long - positions should consider rhythm and odds [29] - Sugar: Chinese sugar market to oscillate, strict control on syrup and powder imports and reduced Q4 imports [34] - Steel: Adopt an oscillating approach to steel prices [41] - Live Pigs: Short - sell 03 contract after a sharp rebound, and keep an eye on long - positions in far - month contracts [44] - Red Dates: Wait and see, focus on price negotiation and acquisition progress in production areas [47] - Oils: If no major negative news, consider long - positions; wait for market sentiment to stabilize if negative [48] - Corn Starch: Band - trading [51] - Corn: 01 contract to oscillate weakly in the short - term and rebound in the long - term; be cautious about far - month contracts [53] - Thermal Coal: Price to remain strong in the short - term, watch policy changes after breaking through $800 [55] - Iron Ore: Downside space limited, consider negotiation and coking coal valuation [56] - Coking Coal/Coke: Short - term oscillation, watch for risks from declining hot metal production [57] - Copper: Oscillation, consider buying on dips [60] - Polysilicon: If the contract price corrects to par or discount to spot, consider long - positions; beware of options risks this weekend [63] - Industrial Silicon: Buying on dips may be more cost - effective [65] - Lead: Short - term strength, be cautious about chasing long; positive spread arbitrage available; be cautious in external trading [69] - Zinc: Speculative long - positions take profit on rallies; observe positive spread arbitrage opportunities; wait and see for external trading [74] - Lithium Carbonate: Short - term wide - range oscillation; consider short - selling on rallies in the medium - term [79] - Nickel: Wait and see for speculative single - side trading; bet on valuation recovery after risk release [81] - Crude Oil: Price to oscillate [85] - Asphalt: Short - term weak oscillation [87] - Methanol: Holders of short - positions add short after the rebound ends; conservative investors take profit [89] - Pulp: Limited upside space [90] - Urea: Oscillation due to sentiment support [92] - Caustic Soda: Short - term weak oscillation [94] - Soda Ash: Downside space depends on coal price and new capacity; bearish in the medium - term [95] - Float Glass: Wait and see due to intense market game [97] - Container Freight Rates: Short - sell after the rally [99] 2. Core Views of the Report - The US ADP employment data in October exceeded expectations, indicating a short - term recovery in the labor market, but the economic downward pressure persists, and the US dollar maintains an oscillating trend [2][19] - In the context of a global stock market correction, the A - share market showed unexpected resilience, and the stock index is expected to oscillate at a high level [3][22] - The prices of steel, copper, and other commodities are affected by factors such as macro - expectations, fundamentals, and supply - demand relationships, showing different trends [5][6] 3. Summaries by Relevant Catalogs 3.1 Financial News and Reviews 3.1.1 Macro Strategy (Gold) - The US ADP employment in October increased by 42,000, and the ISM non - manufacturing PMI was 52.4, both better than expected [14][15] - Gold prices rebounded slightly, and the market is waiting for the end of the US government shutdown. Gold is expected to consolidate and approach the 60 - day moving average [15] 3.1.2 Macro Strategy (Foreign Exchange Futures - US Dollar Index) - Trump blamed the government shutdown for the Democratic victory in local elections [17] - The US Supreme Court questioned the legality of Trump's tariff policy [18] - The ADP employment data exceeded expectations, but the economic downward pressure continues, and the US dollar maintains an oscillating trend [19] 3.1.3 Macro Strategy (Stock Index Futures) - China will firmly promote high - level opening - up [21] - The A - share market showed resilience, and the stock index is expected to oscillate at a high level [22] 3.1.4 Macro Strategy (US Stock Index Futures) - The US ADP employment in October increased by 42,000, and the ISM services PMI reached a new high [25][26] - The US economic data remained resilient, and the stock market's risk appetite recovered [26] 3.1.5 Macro Strategy (Treasury Bond Futures) - The central bank conducted 65.5 billion yuan of 7 - day reverse repurchase operations, with a net withdrawal of 492.2 billion yuan [28] - The bond market's upward space is limited, and it is expected to oscillate. Long - positions should consider rhythm and odds [29] 3.2 Commodity News and Reviews 3.2.1 Agricultural Products (Sugar) - India's 2025/26 sugar production season has started, and Brazil's sugar production estimate has been raised [30][31] - The expected high - yield of the two major producers has increased concerns about global supply surplus, which is negative for the market [34] 3.2.2 Black Metals (Rebar/Hot - Rolled Coil) - The retail sales of passenger cars in October increased year - on - year and month - on - month [35] - Steel prices continued to be weak, and the supply pressure is expected to ease in November - December [40] 3.2.3 Agricultural Products (Live Pigs) - The project of Wens Co., Ltd.'s subsidiary passed the environmental assessment, and Dabeinong signed a regulatory agreement [42][43] - The short - term spot market is bullish, but the medium - term supply is expected to be loose [43] 3.2.4 Agricultural Products (Red Dates) - The acquisition of red dates in Xinjiang is progressing, and the futures price declined [45][46] - The supply is increasing, and the demand is weak. It is recommended to wait and see [47] 3.2.5 Agricultural Products (Soybean Oil/Rapeseed Oil/Palm Oil) - Malaysia's palm oil production in October increased by 12.31% month - on - month [48] - The market expects inventory accumulation in October. Pay attention to actual data and November's high - frequency supply - demand data [48] 3.2.6 Agricultural Products (Corn Starch) - The开机率 of corn starch enterprises increased, and the inventory slightly rose [49][51] - The inventory pressure is expected to be acceptable in January, and enterprises may maintain profitability [51] 3.2.7 Agricultural Products (Corn) - The spot price of corn is generally stable, with some regional differences [51] - Substitute supply is expected to increase, and the 01 contract may oscillate weakly in the short - term and rebound in the long - term [52][53] 3.2.8 Black Metals (Thermal Coal) - The international thermal coal price was strong on November 5, and the domestic price has risen recently [54][55] - The price is expected to remain strong in the short - term, and watch policy changes after breaking through $800 [55] 3.2.9 Black Metals (Iron Ore) - The demand for concrete weakened slightly, and iron ore prices oscillated weakly [56] - The downside space is limited, considering negotiation and coking coal valuation [56] 3.2.10 Black Metals (Coking Coal/Coke) - The price of coking coal in Linfen Anze was strong [57] - The short - term market is tight, but the hot metal production has peaked, and it may oscillate [57] 3.2.11 Non - ferrous Metals (Copper) - Chile's Codelco's copper production in the first nine months increased by 2.1% year - on - year [58] - The short - term macro - expectations are volatile, and copper prices are expected to oscillate [60] 3.2.12 Non - ferrous Metals (Polysilicon) - The number of photovoltaic component project bids decreased last week, and the price of polysilicon was under pressure [61][62] - November is a critical point of policy and fundamental game. Consider long - positions on dips if the contract price corrects [63] 3.2.13 Non - ferrous Metals (Industrial Silicon) - The production of industrial silicon in Sichuan and Yunnan decreased, and the inventory is expected to be difficult to reduce in November [64] - Buying on dips may be more cost - effective [65] 3.2.14 Non - ferrous Metals (Lead) - The LME lead inventory decreased, and the domestic lead price trended upward [69] - The short - term supply is slowly recovering, and pay attention to delivery risks; consider short - selling at high levels in the long - term [69] 3.2.15 Non - ferrous Metals (Zinc) - The LME zinc showed a premium, and the domestic zinc production is expected to decline in November - December [73] - Zinc prices may oscillate at a high level in the short - term, and need demand improvement for further rise [73] 3.2.16 Non - ferrous Metals (Lithium Carbonate) - Hainan Mining's lithium concentrate has been shipped, and EVE Energy signed a cooperation agreement [75][76] - The short - term price may oscillate widely, and consider short - selling on rallies in the medium - term [79] 3.2.17 Non - ferrous Metals (Nickel) - Minmetals' acquisition of a nickel business entered the second - stage review [80] - The short - term price may be under pressure, and bet on valuation recovery after risk release [81] 3.2.18 Energy Chemicals (Crude Oil) - Kazakhstan's oil field production decreased due to maintenance, and the EIA crude oil inventory increased [82][84] - Oil prices are expected to oscillate [85] 3.2.19 Energy Chemicals (Asphalt) - The capacity utilization rate of domestic heavy - traffic asphalt decreased [86] - The asphalt price may oscillate weakly in the short - term [87] 3.2.20 Energy Chemicals (Methanol) - The Chinese methanol port inventory increased slightly [88] - The rebound does not indicate a fundamental reversal. Holders of short - positions add short after the rebound ends [89] 3.2.21 Energy Chemicals (Pulp) - The import pulp price was stable, and the futures price rose [90] - The upward space of the pulp price is limited [90] 3.2.22 Energy Chemicals (Urea) - The urea enterprise inventory increased, and the price oscillated upward due to export quota rumors [91] - The urea price may oscillate due to sentiment support [92] 3.2.23 Energy Chemicals (Caustic Soda) - The caustic soda price in Shandong decreased locally, and the inventory decreased [93][94] - The caustic soda price may oscillate weakly in the short - term [94] 3.2.24 Energy Chemicals (Soda Ash) - The soda ash price in Shahe oscillated, and the demand may be affected in the short - term [95] - The soda ash price may decline in the medium - term, and the short - term downside space depends on coal price and new capacity [95] 3.2.25 Energy Chemicals (Float Glass) - The float glass price in Shahe increased slightly, and the market game is intense [96][97] - It is recommended to wait and see due to intense market game [97] 3.2.26 Shipping Index (Container Freight Rates) - Shipping companies adjusted European - route freight rates [98] - The container freight rate may rise in the short - term, and consider short - selling after the rally [99]

Group 1 - Hainan Mining's stock increased by 5.07% to 10.15 CNY per share, with a trading volume of 444 million CNY and a turnover rate of 2.26%, resulting in a total market capitalization of 20.282 billion CNY [1] - Hainan Mining Co., Ltd. is located in Haikou, Hainan Province, and was established on August 22, 2007, with its listing date on December 9, 2014. The company primarily engages in iron ore mining, oil and gas exploration, and commodity trading [1] - The revenue composition of Hainan Mining includes 40.82% from oil and gas, 28.72% from minerals, with iron ore mining accounting for 20.96%, commodity processing and trading for 7.76%, and other sources for 1.74% [1] Group 2 - Southern Fund's Southern CSI 1000 ETF (512100) is among the top ten circulating shareholders of Hainan Mining, having reduced its holdings by 156,400 shares in the third quarter, now holding 5.489 million shares, which is 0.28% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a current scale of 76.63 billion CNY, achieving a year-to-date return of 26.26% and a one-year return of 24.36% [2] - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has been in the position for 7 years, with the fund's total asset scale at 122.76 billion CNY and a best return of 175.38% during the tenure [3]

截至9月30日，海南矿业股东户数5.06万，较上期增加8.38%；人均流通股39072股，较上期减少7.74%。 2025年1月-9月，海南矿业实现营业收入33.60亿元，同比增长5.93%；归母净利润3.12亿元，同比减少 42.84%。 分红方面，海南矿业A股上市后累计派现9.93亿元。近三年，累计派现6.57亿元。 机构持仓方面，截止2025年9月30日，海南矿业十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股1270.31万股，相比上期增加210.73万股。国泰中证钢铁ETF（515210）位居第五大流通股 东，持股606.24万股，为新进股东。南方中证1000ETF（512100）位居第六大流通股东，持股548.90万 股，相比上期减少15.64万股。华夏中证1000ETF（159845）位居第九大流通股东，持股325.90万股，相 比上期减少3800.00股。广发中证1000ETF（560010）退出十大流通股东之列。 责任编辑：小浪快报 11月5日，海南矿业盘中上涨2.07%，截至09:49，报9.86元/股，成交1.05亿元，换手率0.55%，总市值 197.03亿元。 资金流向 ...