Core Viewpoint - The company has secured a mining production contract with a total duration of 48 months, which is expected to positively impact its future business development and performance [1] Group 1: Contract Details - The contract is with Su Bei County Bolun Mining Development Co., Ltd. and covers mining operations from January 1, 2026, to December 31, 2029 [1] - The scope of the contract includes levels above 1890m, specifically from exploration line 7 to 21 [1] - The estimated total contract value is approximately 510 million yuan, with the final amount to be determined based on actual work completed and settlement [1] Group 2: Impact on Company Performance - The execution of this contract is anticipated to have a significant impact on the company's performance [1] - The contract is viewed as beneficial for promoting future business development [1]

Group 1 - The report maintains an optimistic outlook for the convertible bond market in January 2026, driven by policy expectations and seasonal capital inflows, which are expected to create a "good start" for the market [6][17] - The central economic work conference has identified "technological innovation" and "expanding domestic demand" as key policy focuses, with related industry policy benefits expected to continue, directly boosting market risk appetite [6][17] - The convertible bond market is experiencing a tight supply-demand balance, with the total size of publicly traded convertible bonds at approximately 527.1 billion yuan as of December 31, 2025, down 183.6 billion yuan from the beginning of 2025 [19] Group 2 - The report suggests focusing on growth styles in investment strategies, particularly in technology sectors such as aerospace, AI computing, semiconductor equipment, and innovative pharmaceuticals, which are expected to benefit from industry policy support [6][20] - The top ten convertible bond portfolio for January 2026 emphasizes aggressive and elastic sectors, with a focus on technology growth, cyclical recovery, and financial sectors [6][20] - Specific recommendations include increasing holdings in convertible bonds from companies like Yinbang, Zhenhua, and Yingliu in the technology sector, and focusing on cyclical sectors such as precious metals and chemicals [20][22]

Group 1 - The company Jin Chengxin (603979) responded to investor inquiries on January 6, indicating that as of December 31, 2025, it will have 22,060 shareholders [1]

Core Viewpoint - In a low interest rate environment, high-quality fixed income plus products are becoming increasingly sought after [1] Fund Performance - The fund has a performance benchmark of 90% of the China Bond Composite Index and 10% of the CSI 300 Index, achieving a net value growth of 41.6% since inception, significantly outperforming the 22.9% yield of the China Government Bond Index during the same period [4] - The annualized return of the fund since inception is 6.8%, with a maximum drawdown kept under 5% during a pessimistic market in September 2024, indicating a comfortable holding experience for investors [5] Fund Management - The fund, named Invesco Great Wall Jingyi Zhaoli 6-Month Holding Period Bond Fund, has a combined scale of 4.49 billion, managed by experienced professionals including Dong Han, Li Yiwen, and Zou Lihua [7] - Li Yiwen, one of the managers, has a master's degree from the University of Chicago and has extensive experience in asset management, having worked with the State Administration of Foreign Exchange and China Construction Bank [7] Asset Allocation - The fund is classified as a secondary bond fund, maintaining a stock asset proportion of 10%-20% over the past three years, thus can be viewed as a fixed income plus fund [10] - As of Q3 2025, the fund's allocation includes 51.3% in financial bonds, 20% in corporate bonds, and approximately 14% in medium-term notes and convertible bonds, with a focus on AAA-rated convertible bonds and state-owned bank secondary capital bonds [13] Equity Investments - The fund has a strong preference for non-ferrous metals, increasing its allocation to 61.09% by Q2 2025, while also favoring sectors like transportation, coal, and steel, focusing on resource stocks with dividend potential [15] - The top ten holdings include five stocks from the non-ferrous metals sector, with notable performers like Zijin Mining and Western Mining, the latter having increased by over 76% within the year [17] Overall Returns - The fund achieved a return of 11.6% in the current year, significantly outperforming the 1.05% increase in the China Government Bond Index, providing investors with unexpected returns despite a weak bond market [18]

Group 1 - The phosphoric chemical index experienced a significant increase, with notable gains from several companies [2] - Qing Shui Yuan saw a rise of over 10%, while Jin Cheng Xin increased by 5.90% [2] - Xing Fa Group and Xin An Co. both reported increases of 5.14% and 5.00% respectively, and Chuan Heng Co. rose by 4.21% [2]

金诚信矿业管理股份有限公司 2026 年第一次临时股东会会议资料 金诚信矿业管理股份有限公司 2026年第一次临时股东会 会议资料 2026年1月23日 金诚信矿业管理股份有限公司 2026 年第一次临时股东会会议资料 材料目录 | 材料目录 | 1 | | --- | --- | | 会议须知 | 2 | | 会议议程 | 3 | | 会议表决办法 | 5 | | 议案一：关于公司及控股子公司向金融机构申请综合授信业务的 | | | 议案 | 7 | | 议案二：关于公司及子公司 2026 年年度担保额度预计的议案 | 8 | | 议案三：关于审议《金诚信矿业管理股份有限公司董事、高级管 | | | 理人员薪酬及考核管理办法》的议案 | 15 | | 议案四：关于调整公司独立董事津贴标准的议案 | 16 | 1 金诚信矿业管理股份有限公司 2026 年第一次临时股东会会议资料 会议须知 为确保本次股东会的正常秩序和议事效率，维护投资者 的合法权益，根据有关规定，特制定以下会议须知，请出席 会议的全体人员自觉遵守。 一、本次会议会务处设在公司董事会办公室，负责会议 的组织及相关会务工作； 二、除出席会议的股东 ...

Core Viewpoint - The Zhongzheng 500 Enhanced ETF (159678) has shown a positive performance since its inception, with a return of 40.53% since February 13, 2023, and a recent one-month return of 7.00% [1] Group 1: ETF Performance - The Zhongzheng 500 Enhanced ETF opened at 1.416 yuan, with an increase of 0.93% [1] - The ETF's performance benchmark is the Zhongzheng 500 Index return rate [1] - The fund is managed by Bosera Asset Management, with fund managers Liu Zhao and Yang Zhenjian [1] Group 2: Top Holdings - Key stocks in the ETF include: - Shenghong Technology up 1.47% - Huagong Technology up 0.28% - Goldwind Technology up 10.00% - Giant Network down 0.42% - Perfect World up 0.98% - Ninebot Company up 0.27% - Jincheng Trust up 0.11% - Gaode Infrared up 1.91% - Rockchip up 0.46% - Shennong Development unchanged [1]

格隆汇1月4日丨金诚信(603979.SH)公布，公司与景运实业的办公场所租赁合同将于2025年底到期，为 满足公司日常经营办公需要，公司拟继续租赁景运实业位于北京市丰台区育仁南路3号院3号楼3层-11层 （电梯楼层）的部分办公场地及车位，该租赁范围在原合同基础上增加了近两层办公楼层，单位面积租 金由6元/天*平方米减少至5.4元/天*平方米，租期1年，租赁金额合计为人民币23,219,808.75元（含增值 税）。公司2025年因租赁景运实业办公场地实际支付的租金为20,918,436.30元（含增值税）。 ...

格隆汇1月4日丨金诚信(603979.SH)公布，公司与景运实业的办公场所租赁合同将于2025年底到期，为 满足公司日常经营办公需要，公司拟继续租赁景运实业位于北京市丰台区育仁南路3号院3号楼3层-11层 （电梯楼层）的部分办公场地及车位，该租赁范围在原合同基础上增加了近两层办公楼层，单位面积租 金由6元/天*平方米减少至5.4元/天*平方米，租期1年，租赁金额合计为人民币23,219,808.75元（含增值 税）。公司2025年因租赁景运实业办公场地实际支付的租金为20,918,436.30元（含增值税）。 ...

| | 转债简称：金诚转债 | | | | | | --- | --- | --- | --- | --- | --- | | | | | | 转债 | | | 证券代码：603979 | | 转债代码：113615 | | | | | 转债代码：113699 | | | | | | | | | | 证券简称：金诚信 转债简称：金 25 | | 公告编号：2026-001 | 金诚信矿业管理股份有限公司 2025 年第四季度"金诚转债"转股结果 暨股份变动公告 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个别及连带责任。 重要内容提示： 累计转股情况：截至 2025 年 12 月 31 日，累计共有 504,168,000 元"金 诚转债"转换为公司股票，累计因转股形成的股份数量为 40,380,054 股，占"金 诚转债"转股前公司已发行股份总额的 6.9214%。 未转股可转债情况：截至 2025 年 12 月 31 日，尚未转股的"金诚转债" 金额为 495,832,000 元，占可转债发行总额的 49.5832%。 本季度转股 ...