证券日报网12月5日讯中金岭南（000060）在12月5日回答调研者提问时表示，公司主要是从事铅锌铜等 有色金属的采矿、选矿、冶炼和深加工一体化生产的企业，目前已形成铅锌采选年产金属量30万吨生产 能力。公司通过一系列收购兼并、资源整合，直接掌控的已探明的铅锌铜等有色金属资源总量超过千万 吨，逐步成长为具有一定影响力的跨国矿业企业。今年以来，中金岭南深入践行FAITH经营理念， 以"增资源、优结构、强战新"为主线，内外发力提质增效，强力推进深化改革，深入开展科技创新，加 快优化产业结构，保持了稳中向好、稳中提质的发展态势。前三季度，中金岭南实现营业总收入485.05 亿元，同比增长11.81%；实现归母净利润8.41亿元，同比增长5.18%。 ...

资金流向方面，深证国企股东回报（970064）指数成份股当日主力资金净流入合计12.42亿元，游资资金 净流出合计8.77亿元，散户资金净流出合计3.65亿元。成份股资金流向详情见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000725 京东方 A | | 9.01亿 | 11.39% | -5.16 Z | -6.52% | -3.85 Z | -4.87% | | 000630 铜陵有色 | | 2.05 Z | 8.37% | -3243.44万 | -1.33% | -1.72 Z | -7.05% | | 000987 | 越秀资本 | 1.16亿 | 22.21% | -3920.73万 | -7.50% | -7688.67万 | -14.71% | | 002080 | 中材科技 | 1.09 Z | 8.09% | -4087.77万 | -3.04% | -6777.02万 | -5. ...

证券代码：000060 证券简称：中金岭南 深圳市中金岭南有色金属股份有限公司 投资者关系活动记录表 今年以来，中金岭南深入践行 FAITH 经营理念，以"增资源、优结构、 强战新"为主线，内外发力提质增效，强力推进深化改革，深入开展科技 创新，加快优化产业结构，保持了稳中向好、稳中提质的发展态势。前三 季度，中金岭南实现营业总收入 485.05 亿元，同比增长 11.81%；实现归母 净利润 8.41 亿元，同比增长 5.18%。 3、请介绍公司未来发展战略。 公司秉承高效集约、绿色高端、安全智能、以人为本、融合发展的基 本要求，提出"一体两翼"新战略。"一体"即掌握丰富金属资源的行业头 部企业，"两翼"即：大力发展铜铅锌冶炼及精深加工产业，大力发展金、 银、镓、锗、铟、硒、碲、铋、铂、钯、铑等稀有稀散稀贵金属及新材料 精深加工产业，加快形成新质生产力，为国家供应链安全作贡献。公司坚 持"外延发展"与"内涵发展"并举，坚持"聚焦主业+资本运营"双轮驱 动，以项目建设、投资并购、资本运作为抓手，不断完善产业链布局，优 化产品结构，多措并举促进高质量、高效益发展。 编号：2025-08 投资者关系活动 类别 □ ...

Core Points - The company has triggered the conditional redemption of its convertible bonds "中金转债" due to the stock price meeting specific criteria [6][9][23] - The redemption price is set at 100.70 yuan per bond, which includes accrued interest [7][28] - The total amount of bonds redeemed is 41,971, with a total redemption payment of approximately 4.23 million yuan [11][28] Group 1: Bond Issuance and Listing - The company issued 38 million convertible bonds with a total value of 380 million yuan, with a maturity of 6 years and a tiered interest rate structure [2][18] - The bonds were listed on the Shenzhen Stock Exchange on August 14, 2020 [3][19] Group 2: Conversion Price Adjustments - The initial conversion price was set at 4.71 yuan per share, which has been adjusted multiple times, with the latest adjustment bringing it to 4.29 yuan [4][20][21] Group 3: Redemption Terms and Conditions - The company has the right to redeem the bonds if the stock price exceeds 130% of the conversion price for at least 15 trading days or if the remaining balance of unconverted bonds is below 30 million yuan [5][23] - The redemption was approved by the board on October 30, 2025, following the triggering of the redemption conditions [6][9][23] Group 4: Redemption Implementation - The last trading day for the bonds was November 20, 2025, and the final conversion day was November 25, 2025, with the redemption date set for November 26, 2025 [9][27] - The bonds will be delisted from the Shenzhen Stock Exchange on December 4, 2025, after the completion of the redemption [12][30] Group 5: Impact of Redemption - The total face value of the redeemed bonds is 4,197,100 yuan, which represents 0.1105% of the total issuance and is not expected to significantly impact the company's financial status [12][28] - The total number of shares increased by 871,487,131 due to the conversion of the bonds, which may dilute earnings per share in the short term [12][14]

| 证券代码：000060 | 证券简称：中金岭南 | 公告编号：2025-131 | | --- | --- | --- | | 债券代码：127020 | 债券简称：中金转债 | | 深圳市中金岭南有色金属股份有限公司 关于"中金转债"摘牌的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1."中金转债"赎回日：2025 年 11 月 26 日 2."中金转债"摘牌日：2025 年 12 月 4 日 3."中金转债"摘牌原因：存续期内可转债全部赎回 一、 "中金转债"基本情况 （一）发行情况 经中国证券监督管理委员会证监许可〔2020〕1181 号文 核准，公司于 2020 年 7 月 20 日公开发行了 38,000,000 张 可转换公司债券，每张面值 100 元，发行总额 380,000 万元， 期限 6 年。可转换公司债券票面利率为：第一年 0.20%、第 二年 0.40%、第三年 0.60%、第四年 1.00%、第五年 1.50%、 第六年 2.00%。 （二）上市情况 经深圳证券交易所（以下简称"深交所"）深证上 1 [202 ...

| 证券代码：000060 | 证券简称：中金岭南 | 公告编号：2025-130 | | --- | --- | --- | | 债券代码：127020 | 债券简称：中金转债 | | 深圳市中金岭南有色金属股份有限公司 关于"中金转债"赎回结果的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、 "中金转债"基本情况 （一）发行情况 经中国证券监督管理委员会证监许可〔2020〕1181 号文 核准，公司于 2020 年 7 月 20 日公开发行了 38,000,000 张 可转换公司债券，每张面值 100 元，发行总额 380,000 万元， 期限 6 年。可转换公司债券票面利率为：第一年 0.20%、第 二年 0.40%、第三年 0.60%、第四年 1.00%、第五年 1.50%、 第六年 2.00%。 （二）上市情况 经深圳证券交易所（以下简称"深交所"）深证上 [2020]703 号文同意，公司 380,000.00 万元可转换公司债券 于 2020 年 8 月 14 日起在深交所上市交易，债券简称"中金 转债"，债券代码"127020.SZ ...

Group 1: Mineral Resources and Exploration - As of the end of 2024, the company holds metal resources including 7.13 million tons of zinc, 3.66 million tons of lead, 143,000 tons of copper, 6,607 tons of silver, 90 tons of gold, 92,400 tons of nickel, 717 tons of gallium, 240 tons of germanium, and 16,500 tons of tungsten [1] - The company is a key player in the national copper, lead, and zinc strategic resource sector, with significant mining operations in Asia, including the large-scale Fankou lead-zinc-silver mine [1] - The company has successfully acquired multiple high-quality mining rights in Guangdong Province, enhancing its resource development capabilities [1] Group 2: Production Plans and Output - In 2025, the mining sector plans to produce a total of 25.17 million tons of lead and zinc metals, with specific targets of 7.1 million tons of lead and 18.07 million tons of zinc [2] - The smelting sector aims to achieve a total output of 196.05 million tons of lead, zinc, and copper, including 92.54 million tons of zinc ingots and 31.49 million tons of copper [2] - The company plans to produce 196.05 million tons of industrial sulfuric acid in 2025, with 147 million tons produced by the end of Q3 2025 [2] Group 3: Industry Chain Advantages - The company has established a strategic layout focusing on resource-centric operations and the recycling of rare metals, enhancing its competitive edge in the green mining and deep processing of non-ferrous metals [2] - The integration of upstream and downstream operations in copper smelting is continuously being improved, focusing on the comprehensive recovery and high-purity preparation of rare metals [2] - The company aims to develop high-end, high-value products in the non-ferrous metal new materials sector, thereby increasing internal coherence, risk resistance, and profitability [2]

Core Points - The Shenzhen State-Owned Enterprises Shareholder Return Index (470064) closed at 2212.99 points, up 0.51% with a trading volume of 16.404 billion yuan and a turnover rate of 0.67% [1] - Among the index constituents, 36 stocks rose while 12 fell, with China Steel International leading the gainers at 2.67% and China Merchants Shekou leading the decliners at 2.63% [1] Index Constituents Summary - The top ten constituents of the Shenzhen State-Owned Enterprises Shareholder Return Index include: - BOE Technology Group (9.31% weight, latest price 3.86, market cap 144.418 billion yuan) in the electronics sector - Hikvision (7.97% weight, latest price 30.02, market cap 275.129 billion yuan) in the computer sector - Wuliangye Yibin (7.71% weight, latest price 117.85, market cap 457.448 billion yuan) in the food and beverage sector - Luzhou Laojiao (6.59% weight, latest price 135.88, market cap 200.007 billion yuan) in the food and beverage sector - XCMG Machinery (5.75% weight, latest price 10.32, market cap 121.291 billion yuan) in the machinery sector - Changan Automobile (3.88% weight, latest price 11.94, market cap 118.374 billion yuan) in the automotive sector - Shenwan Hongyuan (3.84% weight, latest price 5.15, market cap 128.956 billion yuan) in the non-banking financial sector - Yunnan Aluminum (3.81% weight, latest price 24.70, market cap 85.659 billion yuan) in the non-ferrous metals sector - Yanghe Brewery (3.37% weight, latest price 66.20, market cap 99.727 billion yuan) in the food and beverage sector - Tongling Nonferrous Metals (3.18% weight, latest price 5.10, market cap 68.388 billion yuan) in the non-ferrous metals sector [1] Capital Flow Analysis - The net inflow of main funds into the index constituents totaled 56.5973 million yuan, while speculative funds saw a net outflow of 69.8164 million yuan, and retail investors had a net inflow of 13.2191 million yuan [3] - Notable capital flows include: - Changan Automobile experienced a main fund net outflow of 54.1716 million yuan - China Steel International had a main fund net inflow of 31.1027 million yuan - Hikvision saw a main fund net inflow of 27.5848 million yuan [3]

Group 1: Company Products and Applications - The company primarily produces lead ingots, zinc ingots, zinc alloys, cathode copper, silver, gold, gallium, germanium concentrate, industrial sulfuric acid, and sulfur [1] - Lead is mainly used in lead-acid batteries, lead materials, and lead alloys, while zinc is utilized in galvanizing, die-casting alloys, and batteries [1] - Cathode copper has extensive applications across various industries, including electronics, machinery, construction, and aerospace [1] Group 2: New Materials Sector - The company has entered the high-end new materials sector through internal innovation and acquisitions, with its subsidiary focusing on advanced materials [2] - In 2023, the company acquired a leading domestic enterprise in the hot bimetal sector, enhancing its position in composite metal materials [2] - Production figures for the first half of 2025 include 10,800 tons of battery zinc powder and 1,237 tons of hot bimetals [2] Group 3: Resource and Exploration Activities - The company prioritizes resource strategy and aims to build a globally competitive non-ferrous metal industry chain [3] - It holds significant mining assets, including the large-scale Fankou lead-zinc-silver mine and several others in Guangdong, Australia, and the Dominican Republic [3] - As of the end of 2024, the company has metal resources of 7.13 million tons of zinc, 3.66 million tons of lead, and 6,607 tons of silver [3] Group 4: Sulfuric Acid Production - The company produced 1.47 million tons of industrial sulfuric acid by the end of Q3 2025, with a target of 1.96 million tons for the entire year [4] Group 5: Future Development Strategy - The company emphasizes efficient, green, and intelligent development, proposing a new strategy of "one body and two wings" [5] - The strategy focuses on leading the industry with rich metal resources while developing deep processing of copper, lead, and zinc [5] - The company aims to enhance its production capabilities and contribute to national supply chain security through project construction and capital operations [6]

Market Overview - The futures concept sector increased by 0.02% compared to the previous trading day, with Daheng Technology leading the gains [1] - The Shanghai Composite Index closed at 3875.26, up by 0.29%, while the Shenzhen Component Index closed at 12875.19, down by 0.25% [1] Top Gainers in Futures Sector - Daheng Technology (600288) closed at 14.83, up by 0.95% with a trading volume of 52,900 shares and a turnover of 78.56 million yuan [1] - Chuangyuan Technology (000551) closed at 10.69, up by 0.94% with a trading volume of 43,800 shares and a turnover of 46.83 million yuan [1] - Ruida Futures (002961) closed at 21.50, up by 0.94% with a trading volume of 69,400 shares and a turnover of 150 million yuan [1] Top Losers in Futures Sector - Xiamen Guomao (600755) closed at 6.47, down by 3.14% with a trading volume of 459,100 shares and a turnover of 299 million yuan [2] - Meihu Co., Ltd. (603319) closed at 35.17, down by 1.21% with a trading volume of 89,400 shares and a turnover of 317 million yuan [2] - Jinlong Co., Ltd. (000712) closed at 12.87, down by 0.77% with a trading volume of 132,500 shares and a turnover of 171 million yuan [2] Capital Flow Analysis - The futures concept sector experienced a net outflow of 64.50 million yuan from main funds, while retail investors saw a net inflow of 128 million yuan [2] - The main funds showed a significant outflow from Citic Securities (600030) amounting to 60.64 million yuan, while retail investors had a net inflow of 29.61 million yuan [3] - Xiamen Guomao (600755) had a net outflow of 90.25 million yuan from main funds, indicating a shift in investor sentiment [3]