证券代码：603527 证券简称：众源新材 公告编号：2025-046 安徽众源新材料股份有限公司 关于 2025 年 9 月提供担保的进展公告 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。 （一） 担保的基本情况 公司、公司全资子公司和控股子公司因经营和发展需要，向银行申请了需提 供担保的综合授信额度，并由公司、公司全资子公司和公司控股子公司为上述授 信提供担保，担保方式为连带责任保证担保，上述担保不存在反担保。相关担保 情况如下： | 序 | | | | | 担保金额 | | --- | --- | --- | --- | --- | --- | | 号 | 协议 | 担保方 | 被担保方 | 银行 | （单位： 万元） | | | | | | 中国建设银行股份有 | | | 1 | 《本金最高额 | | 永杰铜业 | 限公司芜湖经济技术 | 5,000.00 | | | 保证合同》 | | | 开发区支行（以下简 | | | | | | | 称"建设银行"） | | | | | | | 芜湖扬子农村商业银 | | | ...

工信部等8部门印发《有色金属行业稳增长工作方案》提出，实施新一轮找矿突破战略行动，加强铜、 铝、锂、镍、钴、锡等资源调查与勘探，形成一批找矿新成果。适时丰富重要有色金属期货交易品种和 金融衍生品种。做好重要品种国家储备。加强相关国有企业考核引导，更多鼓励资源开发、技术创新和 成果转化。2025—2026年，有色金属行业增加值年均增长5%左右。 格隆汇9月29日｜A股市场有色金属概念股走强，其中，博迁新材、钒钛股份10CM涨停，盛达资源、银 河磁体涨超6%，中矿资源、赣锋锂业、深圳新星、兴业银锡、昆工科技涨超4%，鹏欣资源、天马新 材、铂科新材、铜陵有色、众源新材、永杉锂业、中国铝业涨超3%。 MACD金叉信号形成，这些股涨势不错！ | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 605376 | 博计新材 | 1 | 10.00 | 156亿 | 106.32 | | 000629 | 钢钛股份 | | 10.00 | 286亿 | 6.94 | | 000603 | 盛达资源 | 1 | 6.64 | ...

https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 09 月 26 日(星期五) 至 10 月 10 日(星期五)16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 ahzyxcl@126.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行回 答。 证券代码：603527 证券简称：众源新材 公告编号：2025-045 安徽众源新材料股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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： 会议召开时间：2025 年 10 月 13 日(星期一)下午 16:00-17:00 会议召开地点：上海证券交易所上证路演中心（网址： 安徽众源新材料股份有限公司（以下简称"公司"）已于 2025 年 8 月 27 日 发布公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半年度经营成果、财务状况，公司计划于 2025 年 10 月 13 日 ...

Group 1 - The core viewpoint of the news is that the copper sector in the A-share market experienced a significant rise, driven by supply disruptions at Freeport's Grasberg mine, which is expected to impact global copper supply and prices positively [1][2] - Freeport announced that the Grasberg mine supply is facing force majeure, leading to a substantial increase in copper prices, marking the largest rise in over five months [1] - Citigroup analysts noted that Grasberg accounts for approximately 3% of global copper supply, with total losses in Q4 expected to affect global supply by 3%, and a projected 35% loss by 2026 impacting about 1% of global supply, which will support copper prices [1] Group 2 - The A-share copper concept stocks opened high, with notable gains: Electric Alloy surged over 12%, Jingyi Co. reached a 10% limit up, Jiangxi Copper increased over 8%, and Tongling Nonferrous Metals rose over 6% [1][2] - Specific stock performances include: - Electric Alloy: +12.69%, market cap of 8.22 billion - Jingyi Co.: +10.02%, market cap of 3.38 billion - Jiangxi Copper: +8.24%, market cap of 106.9 billion - Tongling Nonferrous Metals: +6.73%, market cap of 61.6 billion - Yunnan Copper: +5.87%, market cap of 32.2 billion - Shengtu Mining: +4.57%, market cap of 26.9 billion - Baiyin Nonferrous: +3.46%, market cap of 28.8 billion - Zhongyuan New Materials: +3.40%, market cap of 3.569 billion [2]

证券日报网讯 9月12日晚间，众源新材发布公告称，公司全资子公司安徽众源新材投资有限公司（简 称"众源投资"）的控股子公司安徽众源智造科技有限公司（简称"众源智造"）注册资本由10，000.00万 元变更至13，267.00万元。其中，安徽国元种子二期创业投资基金有限公司以总额2，000.00万元投资众 源智造，其中666.67万元作为注册资本投入，剩余1，333.33万元进入资本公积；安徽国元高新北交主题 股权投资合伙企业（有限合伙）以总额3，000.00万元投资众源智造，其中1，000.00万元作为注册资本 投入，剩余2，000.00万元进入资本公积；安徽山海壹号企业管理中心（有限合伙）以总额1，500.00万 元投资众源智造，其中500.00万元作为注册资本投入，剩余1，000.00万元进入资本公积；杨冬春以总额 3，301.00万元投资众源智造，其中1，100.33万元作为注册资本投入，剩余2，200.67万元进入资本公 积。本次变更完成后，众源投资的持股比例由68.00%下降到51.25%。上述事项已于近日完成工商变更 登记手续，并取得换发的营业执照。 （文章来源：证券日报） ...

证券代码：603527 证券简称：众源新材 公告编号：2025-044 安徽众源新材料股份有限公司 关于控股子公司变更注册资本并完成工商变更登记 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。 安徽众源新材料股份有限公司全资子公司安徽众源新材投资有限公司（以下 简称"众源投资"）的控股子公司安徽众源智造科技有限公司（以下简称"众源 智造"）注册资本由 10,000.00 万元变更至 13,267.00 万元。其中，安徽国元种 子二期创业投资基金有限公司以总额 2,000.00 万元投资众源智造，其中 666.67 万元作为注册资本投入，剩余 1,333.33 万元进入资本公积；安徽国元高新北交 主题股权投资合伙企业(有限合伙)以总额 3,000.00 万元投资众源智造，其中 1,000.00 万元作为注册资本投入，剩余 2,000.00 万元进入资本公积；安徽山海 壹号企业管理中心(有限合伙)以总额 1,500.00 万元投资众源智造，其中 500.00 万元作为注册资本投入，剩余 1,000.00 万元进入资本公积； ...

Market Overview - On September 4, the industrial metals sector fell by 4.23%, with Huayu Mining leading the decline [1] - The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1] Individual Stock Performance - Notable gainers included: - Yian Technology (300328) with a closing price of 18.60, up 3.91% [1] - Asia Pacific Technology (002540) at 6.58, up 3.46% [1] - Significant decliners included: - Huayu Mining (601020) at 24.65, down 10.00% [2] - Baiyin Nonferrous (601212) at 3.82, down 9.69% [2] - Luoyang Jiyie (603993) at 12.44, down 8.86% [2] Trading Volume and Capital Flow - The industrial metals sector experienced a net outflow of 3.687 billion yuan from main funds, while retail investors saw a net inflow of 2.769 billion yuan [2][3] - The trading volume for individual stocks varied, with notable figures such as: - Huayu Mining with a trading volume of 796,900 shares [2] - Baiyin Nonferrous with 4,925,700 shares [2] Capital Inflow Analysis - Key stocks with significant main fund inflows included: - Nanshan Aluminum (600219) with a net inflow of 71.11 million yuan [3] - Tianshan Aluminum (002532) with a net inflow of 34.90 million yuan [3] - Conversely, stocks like Tianshan Aluminum saw a retail net outflow of 56.38 million yuan [3]

证券代码：603527 证券简称：众源新材 公告编号：2025-043 安徽众源新材料股份有限公司 关于 2025 年 8 月提供担保的进展公告 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。 （一） 担保的基本情况 公司和公司全资子公司因经营和发展需要，向银行申请了需提供担保的综合 授信额度，并由公司和公司全资子公司为上述授信提供担保，担保方式为连带责 任保证担保，上述担保不存在反担保。相关担保情况如下： | 序 | | | | | 担保金额 | | --- | --- | --- | --- | --- | --- | | 号 | 协议 | 担保方 | 被担保方 | 银行 | （单位： 万元） | | 1 | 《保证合同》 | | 永杰铜业 | 芜湖扬子农村商业银 行股份有限公司（以 | 3,000.00 | | | | | | 下简称"扬子银行"） | | | 2 | 《保证合同》 | | 永杰铜业 | 扬子银行 | 1,900.00 | | 3 | 《最高额不可 | | 永杰铜业 | 招商银行股份有限公 | 5,000 ...

Core Insights - The company reported a total revenue of 4.804 billion yuan for the first half of 2025, representing an 18.65% year-on-year increase, while the net profit attributable to shareholders reached 95.241 million yuan, up 46.18% year-on-year [1] - The second quarter saw a revenue of 2.607 billion yuan, a 12.75% increase year-on-year, but the net profit dropped by 50.1% to 23.166 million yuan [1] - The company's accounts receivable is significantly high, with accounts receivable amounting to 715.08% of the net profit [1] Financial Performance - Total revenue increased from 4.049 billion yuan in 2024 to 4.804 billion yuan in 2025, an increase of 18.65% [1] - Net profit rose from 65.151 million yuan to 95.241 million yuan, a growth of 46.18% [1] - Gross margin decreased to 1.2%, down 67.68% year-on-year, while net margin improved to 1.95%, up 23.01% [1] - Total expenses (selling, administrative, and financial) amounted to 56.077 million yuan, accounting for 1.17% of revenue, a 10.93% increase year-on-year [1] Cash Flow and Debt - Cash and cash equivalents increased by 178.42% to 690 million yuan due to higher sales and collections [1] - Interest-bearing debt rose by 23.40% to 1.38 billion yuan, reflecting a reclassification of long-term borrowings [1] - The net cash flow from operating activities saw a significant increase of 149.42%, attributed to higher cash receipts from sales [1] Dividend Policy - The company plans to distribute a cash dividend of 0.16 yuan per share, totaling approximately 50.715 million yuan [2] Investment and Capital Expenditure - The net cash flow from investing activities increased by 20.86%, indicating reduced capital expenditures on projects [3] - The company’s return on invested capital (ROIC) was reported at 5.27%, which is below the historical median of 9.73% [3] Financial Health Indicators - The company maintains a healthy cash position, but the ratio of cash assets to current liabilities is only 33.08% [3] - The debt ratio for interest-bearing liabilities stands at 29.84%, indicating a moderate level of leverage [3] - Accounts receivable represent a significant portion of profit, raising concerns about cash flow management [3]

Core Viewpoint - The financial performance of Zhongyuan New Materials (603527) for the first half of 2025 shows significant growth in revenue and net profit, although there are concerns regarding high accounts receivable and declining gross margin [1] Financial Performance Summary - Total revenue for the first half of 2025 reached 4.804 billion yuan, an increase of 18.65% year-on-year [1] - Net profit attributable to shareholders was 95.241 million yuan, up 46.18% year-on-year [1] - The gross margin decreased to 1.2%, down 67.68% year-on-year, while the net margin increased to 1.95%, up 23.01% year-on-year [1] - The total of selling, administrative, and financial expenses was 56.077 million yuan, accounting for 1.17% of revenue, an increase of 10.93% year-on-year [1] - Earnings per share rose to 0.3 yuan, a 42.86% increase year-on-year [1] Cash Flow and Debt Analysis - Cash flow from operating activities showed a significant increase of 149.42%, attributed to higher cash receipts from sales [8] - The company’s cash and cash equivalents increased by 178.42% to 689 million yuan due to increased sales and collections [1] - Long-term borrowings increased by 31.35%, reflecting reclassification adjustments [2] Accounts Receivable and Other Assets - Accounts receivable stood at 910 million yuan, a slight increase of 2.01% year-on-year, with a concerning ratio of accounts receivable to net profit at 715.08% [1][12] - Other current assets decreased by 45.9%, indicating a reduction in deductible input tax [5] Dividend Plan - The company plans to distribute a cash dividend of 0.16 yuan per share, totaling approximately 50.715 million yuan [12]