证券代码：603979 证券简称：金诚信 公告编号：2025-085 金诚信矿业管理股份有限公司 向不特定对象发行可转换公司债券 网上中签结果公告 保荐人（联席主承销商）：中国银河证券股份有限公司 联席主承销商：中信证券股份有限公司 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。 根据《金诚信矿业管理股份有限公司向不特定对象发行可转换公司债券发行公告》， 本次发行的发行人金诚信矿业管理股份有限公司与本次发行的保荐人（联席主承销商） 中国银河证券股份有限公司、联席主承销商中信证券股份有限公司于 2025 年 9 月 29 日 （T+1 日）主持了金诚信矿业管理股份有限公司向不特定对象发行可转换公司债券（以 下简称"金 25 转债"）网上发行中签摇号仪式。摇号仪式按照公开、公平、公正的原 则在有关单位代表的监督下进行，摇号结果经上海市东方公证处公证。现将中签结果公 告如下： | 末尾位数 | 中签号码 | | --- | --- | | 末"5"位数 | 42517,62517,82517,22517,02517,17838 ...

Core Viewpoint - The stock of Jincheng Mining Management Co., Ltd. has shown significant performance, with a year-to-date increase of 87.31% and a recent trading volume indicating active market interest [1][2]. Group 1: Stock Performance - As of September 29, Jincheng's stock price rose by 2.05% to 67.15 CNY per share, with a total market capitalization of 41.887 billion CNY [1]. - The stock has experienced a 8.73% increase over the last five trading days, a 2.75% decrease over the last 20 days, and a 44.84% increase over the last 60 days [1]. Group 2: Financial Performance - For the first half of 2025, Jincheng reported a revenue of 6.316 billion CNY, representing a year-on-year growth of 47.82%, and a net profit attributable to shareholders of 1.111 billion CNY, up 81.29% year-on-year [2]. - Cumulatively, the company has distributed 768 million CNY in dividends since its A-share listing, with 477 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of August 31, the number of shareholders decreased to 16,400, while the average number of circulating shares per person increased by 1.32% to 38,065 shares [2]. - The third-largest circulating shareholder, Hong Kong Central Clearing Limited, held 13.8932 million shares as of June 30, 2025, a decrease of 16.2626 million shares from the previous period [3]. Group 4: Business Overview - Jincheng's main business activities include mining engineering construction, mining operation management, and mining design and technology research, with the primary revenue sources being sales of cathode copper, copper concentrate, and phosphate rock [1]. - The company operates within the non-ferrous metals industry, specifically in the industrial metals and copper sectors, and is associated with various concept sectors including phosphate chemicals and gold stocks [1].

Core Viewpoint - Jin Chengxin experienced a decline of 3.14% in stock price on September 26, with a trading volume of 629 million yuan, indicating potential market volatility and investor sentiment shifts [1]. Financing and Margin Trading - On September 26, Jin Chengxin had a financing buy-in amount of 44.78 million yuan and a financing repayment of 39.23 million yuan, resulting in a net financing buy of 5.55 million yuan [1]. - The total margin trading balance for Jin Chengxin reached 323 million yuan, with the financing balance of 316 million yuan accounting for 0.77% of the circulating market value, which is above the 80th percentile level over the past year [1]. - In terms of securities lending, Jin Chengxin repaid 8,400 shares and sold 7,900 shares on the same day, with a selling amount of 519,800 yuan, and the remaining securities lending balance was 100,800 shares, totaling 6.63 million yuan, also above the 80th percentile level over the past year [1]. Company Overview - Jin Chengxin Mining Management Co., Ltd. is located in Fengtai District, Beijing, and was established on January 7, 2008, with its listing date on June 30, 2015 [1]. - The company's main business includes mining engineering construction, mining operation management, and mining design and technology research and development [1]. - The revenue composition of Jin Chengxin is as follows: sales of cathode copper, copper concentrate, and phosphate rock account for 46.11%, mining operation management 39.63%, mining engineering construction 11.85%, materials and equipment 1.29%, mining machinery 1.00%, and mining design consulting 0.13% [1]. Financial Performance - As of August 31, Jin Chengxin had 16,400 shareholders, a decrease of 1.30% from the previous period, with an average of 38,065 circulating shares per person, an increase of 1.32% [2]. - For the first half of 2025, Jin Chengxin reported a revenue of 6.316 billion yuan, representing a year-on-year growth of 47.82%, and a net profit attributable to shareholders of 1.111 billion yuan, reflecting a year-on-year increase of 81.29% [2]. Dividend Distribution - Since its A-share listing, Jin Chengxin has distributed a total of 768 million yuan in dividends, with 477 million yuan distributed over the past three years [3]. Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the third-largest circulating shareholder of Jin Chengxin, holding 13.8932 million shares, a decrease of 16.2626 million shares from the previous period [3].

证券代码：603979 证券简称：金诚信 公告编号：2025-084 金诚信矿业管理股份有限公司 保荐人（联席主承销商）：中国银河证券股份有限公司 联席主承销商：中信证券股份有限公司 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。 金诚信矿业管理股份有限公司（以下简称"金诚信"、"发行人"或"公司"） 向不特定对象发行 200,000.00 万元可转换公司债券（以下简称"可转债"）已获得 中国证券监督管理委员会（以下简称"中国证监会"）证监许可〔2025〕1802 号文 同意注册。本次发行的保荐人（联席主承销商）为中国银河证券股份有限公司（以 下简称"银河证券"或"保荐人（联席主承销商）"），联席主承销商为中信证券股 份有限公司（以下简称"中信证券"）（银河证券和中信证券以下合称"联席主承 销商"）。本次发行的可转债简称为"金 25 转债"，债券代码为"113699"。 1 请投资者认真阅读本公告。本次发行在发行流程、申购、缴款和投资者弃购 处理等环节的重要提示如下： 向不特定对象发行可转换公司债券 网上中签率及优先配售结果公 ...

Group 1 - The article mentions the issuance of a convertible bond with a conversion price of 63.46 yuan and an issuance price of 100.00 yuan, rated AA [1] - The underlying stock associated with the convertible bond is Jin Chengxin [1] Group 2 - There are no new stock offerings mentioned for today [1]

1. Report Industry Investment Rating No information provided in the report regarding the industry investment rating. 2. Core Viewpoints of the Report - The target price of Jin 25 Convertible Bonds on the first trading day is estimated to be between 128 and 133 yuan, and investors are advised to actively subscribe [20]. - The estimated first - day new - bond subscription winning rate is around 0.0121% - 0.0149% [21]. 3. Summary According to Relevant Catalogs 3.1 Jin 25 Convertible Bonds New - Bond Analysis and Investment Suggestions 3.1.1 Convertible Bond Basic Terms Analysis - The issuance methods of Jin 25 Convertible Bonds are priority placement and online issuance, with both the bond and issuer rated AA. The issuance scale is 2 billion yuan, the initial conversion price is 63.46 yuan, the bond parity on September 24, 2025, is 99.78 yuan, and the pure bond value is 98.93 yuan. The game terms (downward revision, redemption, and put - back clauses) are normal. The bond has high issuance scale, good liquidity, acceptable rating, and good bond - floor protection. It is easy for institutions to include in their portfolios, and there is no objection to primary - market participation [16]. 3.1.2 New - Bond Initial Listing Price Analysis - Considering the current market environment and parity level, the conversion premium rate of Jin 25 Convertible Bonds on the first listing day is expected to be in the range of 28% - 33%, corresponding to a first - day listing target price of around 128 - 133 yuan. The company is a group - based mining listed company mainly engaged in mining services and mining resource development [20]. 3.1.3 Convertible Bond New - Bond Subscription Winning Rate Analysis - Assuming the old - shareholder placement ratio is 41% - 52%, the scale available for the market is 951 million - 1.175 billion yuan. Assuming the online effective subscription number is 7.89 million households, the winning rate when subscribing to the full quota is estimated to be around 0.0121% - 0.0149% [21]. 3.2 Underlying Stock Fundamental Analysis 3.2.1 Company's Main Business and Industry Upstream - Downstream Situation - The company's main business includes mining operation management, mine engineering construction, mining resource development, mine engineering design and research, and mining machinery equipment manufacturing. The upstream is the mining machinery equipment manufacturing industry, which has little impact on the company. The downstream of mining services is the mineral resource development industry, and the downstream of resource development is the mineral resource smelting, processing, and trading industry [22][23]. 3.2.2 Company's Operating Conditions - From 2022 to the first half of 2025, the company's operating income showed an upward trend, with year - on - year growth rates of 18.90%, 38.18%, 34.37%, and 47.82% respectively. The core business is mining operation management. The sales revenue of cathode copper, copper concentrate, and phosphate ore increased due to the acquisition of mines. The comprehensive gross profit margin and net profit margin increased steadily. The company's receivables' proportion of operating revenue decreased, and the accounts - receivable turnover rate increased. The net profit attributable to the parent company maintained high - speed positive growth [25][29][35]. 3.2.3 Company's Equity Structure and Major Subsidiaries - As of June 30, 2025, the equity structure was relatively dispersed. Jinchengxin Group was the largest shareholder with a 38.88% shareholding ratio. The top two shareholders held a combined 41.25% stake, and the top ten shareholders held a combined 52.47% stake. Wang Xiancheng, Wang Cicheng, Wang Youcheng, Wang Yicheng, and Wang Yicheng were the actual controllers, directly and indirectly controlling 43.16% of the company's shares [43]. 3.2.4 Company's Business Characteristics and Advantages - The company has advantages in technology R & D, deep - resource development services, talent, and equipment - maintenance - operation integration. It has rich experience in complex geological conditions, a large number of technical achievements, a high - quality talent team, advanced equipment, and a mature mechanized operation model [48]. 3.2.5 Current Raised - Capital Investment Arrangements - The raised funds after deducting issuance fees are planned to be used as follows: 800 million yuan for the Zambia Lubumbi Copper Mine Beneficiation Project (technical renovation), 800 million yuan for the mine mining operation and infrastructure equipment purchase project, 80 million yuan for the underground green unmanned intelligent equipment R & D project, and the remaining 320 million yuan for working - capital replenishment [14].

Group 1: Market Performance - The non-ferrous metal sector experienced a significant surge on September 25, with stocks like Jingyi Co., Northern Copper, and Luoyang Molybdenum seeing substantial gains [1][3] - As of September 24, the non-ferrous metal sector in A-shares has risen by 53.46% year-to-date [5] - Within the sector, 103 stocks have increased by over 20%, 59 by over 50%, and 10 have doubled in value this year, with Zhongzhou Special Materials leading at a 191.04% increase [6] Group 2: Copper Price Dynamics - The copper price has been influenced by a significant incident at Freeport McMoRan's Grasberg mine, which is expected to reduce copper and gold production by 35% in 2026 [10] - Following the incident, global copper prices surged, with LME copper reaching a high of $10,364 per ton, the highest since June 2024 [13] - Domestic copper futures also rose, nearing 83,000 yuan per ton, marking a 15-month high [13] Group 3: Demand Drivers - The demand for copper is expected to remain strong due to the growth in new industries such as electric vehicles, robotics, and AI computing [13] - In August, China's automobile production and sales reached 2.815 million and 2.857 million units, respectively, with significant year-on-year growth [13] - The total copper consumption in the automotive sector is estimated at 91,112 tons, with passenger vehicles accounting for 74,560 tons [13]

证券代码：603979 证券简称：金诚信 公告编号：2025-083 金诚信矿业管理股份有限公司 向不特定对象发行可转换公司债券 发行提示性公告 保荐人（联席主承销商）：中国银河证券股份有限公司 联席主承销商：中信证券股份有限公司 2、原股东优先配售特别关注事项 （1）原股东优先配售均通过网上申购方式进行。本次可转债发行向原股东优 先配售证券，不再区分有限售条件流通股与无限售条件流通股，原则上原股东均 通过上海证券交易所（以下简称"上交所"）交易系统通过网上申购的方式进行配 售，并由中国证券登记结算有限责任公司上海分公司（以下简称"中国结算上海 分公司"）统一清算交收及进行证券登记。原股东获配证券均为无限售条件流通证 券。 本次发行没有原股东通过网下方式配售。 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。 特别提示 金诚信矿业管理股份有限公司（以下简称"金诚信""发行人"或"公司"） 向不特定对象发行 200,000.00 万元可转换公司债券（以下简称"金 25 转债"，代 码"113699"）已获得中国证券监督管理委 ...

Group 1 - The industrial metal sector increased by 3.55% on September 25, with Jingyi Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] - Key stocks in the industrial metal sector showed significant price increases, with Jingyi Co., Ltd. rising by 10.02% to a closing price of 13.50 [1] Group 2 - The industrial metal sector saw a net inflow of 713 million yuan from main funds, while retail investors experienced a net outflow of 184 million yuan [2] - Major stocks like Luoyang Aluminum and Northern Copper experienced varying levels of net inflow and outflow from different investor categories [3] - The data indicates a mixed sentiment among retail and institutional investors within the industrial metal sector [3]

注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 数据宝统计，截至14:33，金诚信成交额10.23亿元，创2024年10月11日以来新高。最新股价上涨 7.28%，换手率2.44%。上一交易日该股全天成交额为5.28亿元。（数据宝） ...