Market Overview - On October 24, the steel raw materials sector increased by 0.07% compared to the previous trading day, with Dazhong Mining leading the gains [1] - The Shanghai Composite Index closed at 3950.31, up 0.71%, while the Shenzhen Component Index closed at 13289.18, up 2.02% [1] Stock Performance - Dazhong Mining (001203) closed at 14.63, with a rise of 5.71% and a trading volume of 319,400 shares, amounting to a transaction value of 467 million yuan [1] - Other notable stocks include: - Hebei Steel Resources (000923) at 18.25, up 0.55% [1] - Ordos (600295) at 10.35, down 0.29% [1] - Guangdong Mingzhu (600382) at 7.09, down 0.42% [1] - Sanhe Feishi (696109) at 9.09, down 0.55% [1] - Fangda Carbon (600516) at 5.14, down 1.15% [1] - Steel Titanium Co. (000629) at 2.94, down 1.34% [1] - Baodi Mining (601121) at 7.10, down 1.53% [1] - Jinling Mining (000655) at 10.23, down 2.57% [1] Capital Flow - The steel raw materials sector experienced a net outflow of 71.89 million yuan from institutional investors, while retail investors saw a net inflow of 79.89 million yuan [1] - Detailed capital flow for key stocks includes: - Dazhong Mining: Net inflow of 2.86 million yuan from institutional investors, with a net outflow of 10.98 million yuan from retail investors [2] - Ordos: Net inflow of 2.45 million yuan from institutional investors, with a net inflow of 4.16 million yuan from retail investors [2] - Hebei Steel Resources: Net outflow of 2.10 million yuan from institutional investors, with a net inflow of 17.77 million yuan from retail investors [2] - Guangdong Mingzhu: Net outflow of 2.65 million yuan from institutional investors, with a net inflow of 0.67 million yuan from retail investors [2] - Fangda Carbon: Net outflow of 11.67 million yuan from institutional investors, with a net inflow of 14.98 million yuan from retail investors [2] - Baodi Mining: Net outflow of 12.90 million yuan from institutional investors, with a net inflow of 12.49 million yuan from retail investors [2] - Jinling Mining: Net outflow of 23.76 million yuan from institutional investors, with a net inflow of 39.68 million yuan from retail investors [2]

Core Viewpoint - Hainan Mining's stock price has experienced fluctuations, with a recent decline of 2.06%, while the company has shown a year-to-date increase of 29.51% in stock price [1] Financial Performance - For the first half of 2025, Hainan Mining reported revenue of 2.415 billion yuan, representing a year-on-year growth of 10.46%, while net profit attributable to shareholders decreased by 30.36% to 281 million yuan [2] - Cumulative cash dividends since the company's A-share listing amount to 999.3 million yuan, with 657 million yuan distributed over the past three years [3] Shareholder Structure - As of June 30, 2025, the number of shareholders for Hainan Mining is 46,700, a decrease of 5.01% from the previous period, with an average of 42,348 circulating shares per shareholder, an increase of 5.27% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 129,800 shares, and several ETFs that have newly entered the top ten list [3] Market Activity - As of October 23, 2023, Hainan Mining's stock price is 9.04 yuan per share, with a trading volume of 204 million yuan and a turnover rate of 1.12% [1] - The company has seen a net outflow of 15.15 million yuan in principal funds, with significant selling pressure compared to buying [1] Business Overview - Hainan Mining, established in August 2007 and listed in December 2014, is primarily engaged in iron ore mining, oil and gas exploration, and commodity trading [1] - The company's revenue composition includes 40.82% from oil and gas, 28.72% from minerals, and 20.96% specifically from iron ore mining [1] Industry Classification - Hainan Mining is classified under the steel industry, specifically in the iron ore sector, and is associated with various concepts including natural gas, oil exploration, and the Hainan Free Trade Zone [1]

Core Viewpoint - Hainan Mining experienced a decline of 1.91% in stock price on October 22, with a trading volume of 377 million yuan, indicating a potential shift in investor sentiment and market dynamics [1] Financing Summary - On October 22, Hainan Mining had a financing buy-in amount of 33.36 million yuan and a financing repayment of 45.16 million yuan, resulting in a net financing outflow of 11.81 million yuan [1] - The total financing and securities balance for Hainan Mining reached 314 million yuan, with the current financing balance of 312 million yuan accounting for 1.70% of the circulating market value, indicating a high level compared to the past year [1] - The company also saw a securities lending repayment of 14,300 shares and a securities lending sell-out of 2,100 shares, with a lending balance of 196,690 yuan, also at a high level compared to the past year [1] Business Performance - As of June 30, Hainan Mining reported a total of 46,700 shareholders, a decrease of 5.01% from the previous period, while the average circulating shares per person increased by 5.27% to 42,348 shares [2] - For the first half of 2025, Hainan Mining achieved an operating income of 2.415 billion yuan, reflecting a year-on-year growth of 10.46%, while the net profit attributable to shareholders decreased by 30.36% to 281 million yuan [2] Dividend and Shareholding Structure - Since its A-share listing, Hainan Mining has distributed a total of 999.3 million yuan in dividends, with 657 million yuan distributed over the past three years [3] - As of June 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited as the third-largest shareholder with 10.596 million shares, an increase of 129,800 shares from the previous period [3] - New entrants among the top ten shareholders include Huaxia CSI 1000 ETF and GF CSI 1000 ETF, while Guotai CSI Steel ETF has exited the list [3]

证券代码：601969 证券简称：海南矿业 公告编号：2025-119 海南矿业股份有限公司 关于控股股东股份解除质押及再质押的公告 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法律责任。 重要内容提示: ● 截至本公告日，海南矿业股份有限公司（以下简称"公司"）控股股东上海复星高科技（集团）有限公 司（以下简称"复星高科"）持有公司股份949,056,507股，占公司股份总数的47.49%；本次解除质押并再 质押后，累计质押公司股份（含本次）700,000,000股，占其所持公司股份数的73.76%，占公司股份总 数的35.03%。 公司于2025年10月21日收到复星高科关于股份解除质押及再质押的通知，具体事项如下： 一、上市公司股份解除质押 复星高科于2025年10月20日将质押给平安银行股份有限公司的公司股份解除质押，情况如下： ■ 二、上市公司股份质押 2025年10月20日，复星高科将其所持有本公司的部分股份质押给平安银行股份有限公司深圳分行（以下 简称"平安银行深圳分行"），并已在中国证券登记结算公司上海分公司办理完成质 ...

每经头条（nbdtoutiao）——展望"十五五"|专访贺铿：必须改变以往将资金过度集中于房屋建设和基础 设施建设的倾向，更加突出民生领域投入 每经AI快讯，海南矿业10月21日晚间发布公告称，截至本公告日，海南矿业股份有限公司控股股东上 海复星高科技（集团）有限公司持有公司股份约9.49亿股，占公司股份总数的47.49%；本次解除质押并 再质押后，累计质押公司股份（含本次）7亿股，占其所持公司股份数的73.76%，占公司股份总数的 35.03%。 （记者 王瀚黎） ...

（记者 王晓波） 海南矿业（601969.SH）10月21日在投资者互动平台表示，布谷尼锂矿首批3万吨锂精矿产品已于10月 14日从马里布谷尼项目起运，后续将从科特迪瓦圣佩德罗港口通过海运至国内，顺利的情况下预计将于 明年年初运回。 海南自贸港建设在税收优惠、境内外资金流转、人才引进、境外业务拓展等方面对公 司发展都有积极影响。目前公司企业所得税和个人所得税均已均按15%优惠税率征收；公司氢氧化锂项 目将享受到原辅料免征进口关税、进口环节增值税和消费税；公司近期获批成为海南第5家海南自贸港 跨境资金集中运营中心，将更好满足公司全球化运营对跨境资金收付、汇兑的灵活进出需求。公司将持 续关注封关政策的更新，如简税制等政策细则的出台和海南自贸港鼓励类产业方向，以充分利用政策把 握有利的产业投资机会。 公司一直通过积极主动的市值管理，如落地现金分红、提升上市公司质量、 提高信息披露质量、加强投资者关系管理、进行股份回购并注销等方式不断增强公司的市场认可度和长 期投资价值。 每经AI快讯，有投资者在投资者互动平台提问：请问海南矿业非洲布谷尼锂矿的出口证既然已经办理 好了，生产的锂精矿什么时候能运回中国？12月18日海南 ...

Core Viewpoint - The company is deeply rooted in Hainan, with significant operations and projects benefiting from the Hainan Free Trade Port policies [1] Group 1: Company Operations - The company is headquartered in Hainan and has its core iron ore mining operations at the Shiliu Iron Mine in Changjiang, Hainan, which is expected to contribute 37% of the company's revenue in 2024 [1] - The company has initiated trial production for its lithium hydroxide project in the Yangpu Economic Development Zone, which is expected to benefit from favorable tax policies under the Hainan Free Trade Port [1] Group 2: Financial Support and Policy Engagement - The company has been approved as a cross-border capital centralized operation center in Hainan, providing strong financial support for its international operations [1] - The company plans to continuously monitor updates on Hainan's closure policies to leverage favorable industrial investment opportunities [1]

证券代码：601969 证券简称：海南矿业 公告编号：2025-119 海南矿业股份有限公司 关于控股股东股份解除质押及再质押的公告 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法律责任。 重要内容提示: 截至本公告日，海南矿业股份有限公司（以下简称"公司"）控股股东上海 复星高科技（集团）有限公司（以下简称"复星高科"）持有公司股份 949,056,507 股，占公司股份总数的 47.49%；本次解除质押并再质押后，累 计质押公司股份（含本次）700,000,000 股，占其所持公司股份数的 73.76%， 占公司股份总数的 35.03%。 公司于 2025 年 10 月 21 日收到复星高科关于股份解除质押及再质押的通知， 具体事项如下： 一、上市公司股份解除质押 复星高科于 2025 年 10 月 20 日将质押给平安银行股份有限公司的公司股份 解除质押，情况如下： | 股东名称 | 复星高科 | | --- | --- | | 本次解质股份（股） | 50,000,000 | | 占其所持股份比例（%） | 5.27 | | ...

Group 1 - Hainan Mining's stock increased by 5.4%, reaching 9.56 CNY per share, with a trading volume of 313 million CNY and a turnover rate of 1.70%, resulting in a total market capitalization of 19.103 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 oil and gas at 40.82%, minerals at 28.72%, with iron ore mining contributing 20.96%, commodity processing and trading at 7.76%, and other revenues at 1.74% [1] Group 2 - Among the top ten circulating shareholders of Hainan Mining, one fund from GF Fund Management is notable. The GF CSI 1000 ETF (560010) entered the top ten shareholders in the second quarter, holding 2.6031 million shares, which is 0.13% of the circulating shares, with an estimated floating profit of approximately 1.2755 million CNY [2] - The GF CSI 1000 ETF (560010) was established on July 28, 2022, with a current scale of 30.718 billion CNY. Year-to-date returns are 22.8%, ranking 2081 out of 4218 in its category, while the one-year return is 27.22%, ranking 1620 out of 3868 [2]

Core Viewpoint - Hainan Mining's stock price has shown significant growth this year, with a year-to-date increase of 33.09% and a recent uptick of 7.15% over the past five trading days, indicating strong market performance and investor interest [2]. Company Overview - Hainan Mining Co., Ltd. was established on August 22, 2007, and went public on December 9, 2014. The company is primarily engaged in the exploration, extraction, processing, and sales of iron ore, as well as oil and gas exploration and development [2]. - The company's revenue composition includes 40.82% from oil and gas, 28.72% from minerals, with iron ore extraction accounting for 20.96% and commodity trading and processing contributing 7.76% [2]. Financial Performance - For the first half of 2025, Hainan Mining reported a revenue of 2.415 billion yuan, reflecting a year-on-year growth of 10.46%. However, the net profit attributable to shareholders decreased by 30.36% to 281 million yuan [2]. - The company has distributed a total of 999.3 million yuan in dividends since its A-share listing, with 657 million yuan distributed over the past three years [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 5.01% to 46,700, while the average number of circulating shares per person increased by 5.27% to 42,348 shares [2]. - Notable institutional shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 1.298 million shares, and several ETFs that have recently entered the top ten shareholders list [3].