证券代码：601969 证券简称：海南矿业 公告编号：2025-133 本公司董事会、全体董事及相关股东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： 股东持股的基本情况 截至本公告披露日，海南海钢集团有限公司（以下简称"海钢集团"）持有 海南矿业股份有限公司（以下简称"公司"）股份 497,119,679 股，占公司总股 本的 24.88%。上述股份均来源于首次公开发行股票前取得的股份。 减持计划的主要内容 海南矿业股份有限公司 因自身发展资金需求，海钢集团拟于本公告披露之日起满 15 个交易日后的 3 个月内，通过集中竞价交易方式减持公司股份不超过 15,000,000 股，即不超 过公司总股本的 0.75%。若在减持计划实施期间，公司发生送红股、转增股本、 增发新股或配股等除权事项，本次拟减持股份比例将进行相应调整。 关于 5%以上股东减持股份计划公告 | 股东名称 | 海南海钢集团有限公司 | | | | --- | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | □是 | √否 | ...

每经AI快讯，11月20日，海南矿业（601969）(601969.SH)公告称，股东海南海钢集团有限公司因自身 资金需求，计划于2025年12月12日至2026年3月11日期间，通过集中竞价交易方式减持公司股份不超过 1,500万股，占公司总股本的不超过0.75%。减持股份来源于首次公开发行前取得的股份。 ...

人民财讯11月20日电，海南矿业（601969）11月20日公告，公司持股24.88%的股东海南海钢集团有限 公司(简称"海钢集团")拟通过集中竞价交易方式减持公司股份不超过1500万股，即不超过公司总股本的 0.75%。 ...

海南矿业晚间公告，持股24.88%的股东海南海钢集团有限公司拟自公告披露之日起满15个交易日后的3 个月内（2025年12月12日～2026年3月11日），通过集中竞价减持公司股份不超过1500万股，占公司总 股本0.75%；若期间公司发生送红股、转增股本、增发新股或配股等除权事项，拟减持比例将进行相应 调整。目前海钢集团持股4.97亿股，均来源于IPO前取得。 ...

Group 1 - Hainan Mining's stock increased by 5.48%, reaching 13.28 CNY per share, with a trading volume of 780 million CNY and a turnover rate of 3.10%, resulting in a total market capitalization of 26.537 billion CNY [1] - Hainan Mining Co., Ltd. is located in the 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%, and commodity trading and processing at 7.76% [1] Group 2 - Guotai Fund's Guotai Zhongzheng Steel ETF (515210) entered the top ten circulating shareholders of Hainan Mining in the third quarter, holding 6.0624 million shares, which is 0.31% of the circulating shares, with an estimated floating profit of approximately 4.183 million CNY [2] - The Guotai Zhongzheng Steel ETF was established on January 22, 2020, with a current size of 3.66 billion CNY, yielding 29.07% this year, ranking 1604 out of 4208 in its category, and 26.37% over the past year, ranking 1524 out of 3971 [2] Group 3 - The fund manager of Guotai Zhongzheng Steel ETF is Wu Zhonghao, who has been in the position for 3 years and 298 days, managing a total fund size of 25.391 billion CNY, with the best fund return during his tenure being 77.87% and the worst being -13.36% [3]

Core Insights - The steel raw materials sector experienced a rise of 1.84% on November 19, with Fangda Carbon leading the gains [1] - The Shanghai Composite Index closed at 3946.74, up 0.18%, while the Shenzhen Component Index closed at 13080.09, unchanged [1] Sector Performance - Fangda Carbon (600516) closed at 6.92, up 6.30% with a trading volume of 3.6294 million shares and a transaction value of 252.7 million yuan [1] - Dazhong Mining (001203) closed at 32.29, up 4.77% with a trading volume of 893,300 shares and a transaction value of 2.869 billion yuan [1] - Ordos (600295) closed at 11.61, up 1.93% with a trading volume of 100,100 shares and a transaction value of 11.5 million yuan [1] - Other notable performances include Baodi Mining (601121) at 7.56, up 0.67%, and Hebei Steel Resources (000923) at 18.01, up 0.56% [1] Capital Flow - The steel raw materials sector saw a net outflow of 158 million yuan from main funds, while retail investors contributed a net inflow of 83.82 million yuan [1] - Fangda Carbon had a main fund net inflow of 165 million yuan, but overall, the sector experienced significant outflows from other companies like Steel Titanium Co. (000629) with a net outflow of 821.61 million yuan [2] - Retail investors showed strong interest in Steel Titanium Co. with a net inflow of 759.23 million yuan, despite the overall negative trend in main fund flows [2]

Core Viewpoint - The stock of Hainan Mining Co., Ltd. experienced an abnormal trading fluctuation, with a cumulative closing price increase exceeding 20% over two consecutive trading days on November 14 and 17, 2025 [2][4]. Group 1: Stock Trading Abnormality - The company's stock price fluctuation is classified as an abnormal trading situation according to the Shanghai Stock Exchange trading rules [2][4]. - The cumulative closing price increase of the stock over the specified days was over 20% [2][4]. Group 2: Company Operations and Major Events - The company confirmed that its production and operational activities are normal, with no significant changes in market conditions or industry policies [5]. - There are no undisclosed major events or significant information that could affect the stock's trading, including major asset restructuring or significant transactions [6]. - No media reports or market rumors have been identified that could significantly impact the company's stock price [7]. Group 3: Insider Trading and Sensitive Information - During the period of abnormal stock trading, there were no transactions involving the company's stock by directors, senior management, or major shareholders [8]. Group 4: Financial Performance - For the first three quarters of 2025, the company reported a net profit of 312 million yuan, a year-on-year decrease of 42.84%, influenced by declining iron ore and crude oil market prices [9].

Core Viewpoint - The international gold and silver prices have continued to decline, with spot gold dropping below $4000 per ounce and spot silver falling below $50 per ounce, marking a significant downturn in precious metals markets [1][2]. Price Movements - As of November 18, spot gold prices fell to $4011 per ounce, a decrease of 1.55%, while spot silver prices in New York dropped by 2.53% to $49 [2][6]. - The decline in gold prices has led to a reduction in domestic gold jewelry prices, with major brands like Chow Sang Sang and Lao Feng Xiang reporting consecutive price drops [5][6]. Market Impact - The continuous drop in gold prices has negatively affected gold-related stocks in both A-shares and Hong Kong markets, with significant declines observed in companies such as Hainan Mining and Yuguang Gold Lead [7][9]. - The gold concept sector in A-shares saw a decline of over 2%, with multiple stocks experiencing drops exceeding 5% [7][9]. Economic Factors - The recent hawkish comments from Federal Reserve officials have influenced market expectations regarding interest rate cuts, with the probability of a December rate cut dropping from approximately 90% to 43% [6][10]. - The strengthening of the US dollar, driven by these hawkish signals, has put additional pressure on precious metals [10]. Demand Trends - Despite the current price decline, global gold investment demand surged by 47% year-on-year in Q3, totaling 537 tons, driven by geopolitical uncertainties and a weakening dollar [12]. - Central banks globally have increased their gold purchases, with a net acquisition of 220 tons in Q3, reflecting a continued trend of diversifying reserves to hedge against risks [12][11].

Core Viewpoint - Hainan Mining (601969) experienced a significant drop in stock price, reaching the daily limit down, with a trading volume of 1.505 billion yuan and a turnover rate of 5.74% [2] Trading Activity - The stock was listed on the Shanghai Stock Exchange for a daily price deviation of -9.20%, with net selling from the Shanghai-Hong Kong Stock Connect amounting to 17.75 million yuan [2] - The top five trading departments accounted for a total transaction volume of 325 million yuan, with buying amounting to 10.7 million yuan and selling at 21.8 million yuan, resulting in a net selling of 11.1 million yuan [2] - The largest buying department was the Shanghai-Hong Kong Stock Connect, with a buying amount of 39.97 million yuan and a selling amount of 57.73 million yuan, leading to a net selling of 17.75 million yuan [2] Fund Flow - The stock saw a net outflow of 159 million yuan in principal funds, with a significant outflow of 107 million yuan from large orders and 51.32 million yuan from big orders [2] - Over the past five days, the net outflow of principal funds totaled 41.95 million yuan [2] Margin Trading - As of November 17, the margin trading balance for Hainan Mining was 336 million yuan, with a financing balance of 333 million yuan and a securities lending balance of 3.0435 million yuan [2] - Over the past five days, the financing balance decreased by 10.29 million yuan, representing a decline of 3.00%, while the securities lending balance increased by 0.9517 million yuan, reflecting a growth of 45.50% [2] Financial Performance - For the first three quarters, the company reported a total revenue of 3.36 billion yuan, marking a year-on-year increase of 5.93%, while net profit was 312 million yuan, showing a year-on-year decline of 42.84% [3]

Market Overview - The Shanghai Composite Index fell by 0.81% on November 18, with only four sectors experiencing gains, led by Media and Computer industries, which rose by 1.60% and 0.93% respectively [1] - The sectors with the largest declines were Coal and Electric Equipment, down by 3.17% and 2.97% respectively, with the Steel industry also showing significant losses [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 88.764 billion yuan, with only four sectors seeing net inflows [1] - The Computer industry had the highest net inflow of 2.730 billion yuan, followed by the Media industry with a net inflow of 2.434 billion yuan [1] Steel Industry Performance - The Steel industry experienced a decline of 2.85%, with a net capital outflow of 1.760 billion yuan [2] - Out of 44 stocks in the Steel sector, only 2 stocks rose while 42 stocks fell, including 1 stock hitting the daily limit down [2] - The top three stocks with the highest net outflows included Baogang Co. with 558 million yuan, Dazhong Mining with 448 million yuan, and Hainan Mining with 159 million yuan [2] Individual Stock Performance in Steel Industry - The top net inflow stock in the Steel sector was Fangda Carbon, with a net inflow of 157 million yuan, followed by Hangang Co. and Ansteel Co. with net inflows of 13.136 million yuan and 5.956 million yuan respectively [2][3] - The stocks with significant net outflows included Baogang Co., Dazhong Mining, and Hainan Mining, with outflows of 558 million yuan, 448 million yuan, and 159 million yuan respectively [2][3]