以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 机构简介： 根据市场公开信息及8月1日披露的机构调研信息，知名私募新思哲投资近期对1家上市公司进行了调 研，相关名单如下： 成立于2009年，注册资本为1000万人民币。公司经营范围包括投资管理，投资兴办实业等。新思哲投资 的管理团队和投资研究队伍大都来自国内知名研究机构，具有多年的行业经验。 1）兴业银锡 （新思哲投资参与公司特定对象调研） 调研纪要：本次调研涉及银漫二期、宇邦矿业扩建进展，布敦银根矿业注入安排，公司发展战略，宇邦 矿业产量预估，安全管理工作，银漫矿业、宇邦矿业、大西洋锡业矿产资源情况及找矿远景，以及股权 激励计划等内容。银漫二期已获立项批复，正与政府沟通办理开工许可；宇邦矿业825万吨扩建工程正 申请开工许可手续；布敦银根矿业注入安排待控股股东重整计划执行完毕；公司以银、锡为核心主业， 稳步融入铜金资源；宇邦矿业825万吨扩建项目达产后预计年可产白银450吨；公司建立了完善的安全管 理体系，重视安全资金投入，推进机械化、自动化、信息化、智能化建设；银漫矿业矿区深部岩体 ...

调研纪要：建龙微纳介绍了重大资产重组进展，拟收购上海汉兴能源科技股份有限公司，以拓展高附加 值项目。泰国建龙二期项目已投产，年产能达24,000吨，辐射海外市场。公司决定在特定期间内不向下 修正转股价格。未来业绩增长点在于传统优势领域和新领域产品的市场化拓展，如工业气体分离、吸附 干燥等领域的需求增长，以及石油化工、能源化工、可再生资源等新领域的推进。 证券之星消息，根据市场公开信息及8月1日披露的机构调研信息，银华基金近期对4家上市公司进行了 调研，相关名单如下： 4)兴业银锡(银华基金参与公司特定对象调研) 1)翱捷科技(银华基金参与公司特定对象调研) 调研纪要：本次调研涉及银漫二期、宇邦矿业扩建进展，布敦银根矿业注入安排，公司发展战略，宇邦 矿业产量预估，安全管理工作，银漫矿业、宇邦矿业、大西洋锡业矿产资源情况及找矿远景，以及股权 激励计划等内容。银漫二期已获立项批复，正与政府沟通办理开工许可；宇邦矿业825万吨扩建工程正 申请开工许可手续；布敦银根矿业注入安排待控股股东重整计划执行完毕；公司以银、锡为核心主业， 稳步融入铜金资源；宇邦矿业825万吨扩建项目达产后预计年可产白银450吨；公司建立了完善的 ...

Investment Rating - The report maintains a "Buy" rating for several companies in the non-ferrous metals sector, including Zijin Mining, Luoyang Molybdenum, and China Nonferrous Mining [4][6][10]. Core Views - The report highlights a significant increase in the probability of interest rate cuts, which has led to rising prices for both industrial and precious metals. The macroeconomic environment is expected to support metal prices in the second half of the year [2][4]. - Industrial metals are anticipated to benefit from ongoing macroeconomic policy support in China, with a focus on the "14th Five-Year Plan" and continued investment in infrastructure [2][4]. - Precious metals, particularly gold, are expected to see a long-term upward trend due to central bank purchases and weakening US dollar credit [4][6]. Summary by Sections Industrial Metals - Copper prices have been affected by the US imposing a 50% tariff on semi-finished copper, leading to a significant drop in COMEX copper prices. However, domestic demand is showing signs of recovery with an increase in the operating rate of copper rod enterprises to 71.73% [2][4]. - Aluminum production capacity remains stable, but demand is weak due to seasonal factors, with social inventory increasing to 544,000 tons [2][4]. - Key companies recommended include Zijin Mining, Luoyang Molybdenum, and China Nonferrous Mining [2][4]. Energy Metals - Cobalt prices are expected to rise due to the impact of the Democratic Republic of Congo's mining ban, while lithium prices have seen a rapid decline amid cautious market sentiment [3][4]. - Nickel prices are projected to remain strong due to low inventory levels and increased purchasing activity from downstream sectors [3][4]. - Recommended companies include Huayou Cobalt and Zangge Mining [3][4]. Precious Metals - Gold prices are expected to rise due to strong central bank purchases and a favorable macroeconomic environment, with the report highlighting a long-term upward trend for gold prices [4][6]. - Silver prices are also expected to increase, driven by industrial demand and recovery in the market [4][6]. - Key companies recommended include Shandong Gold, Zhongjin Gold, and Zijin Mining [4][6].

Core Viewpoint - The company is actively progressing in its mining projects, with significant expansions planned and a focus on diversifying its resource portfolio while maintaining its core operations in silver and tin. Group 1: Project Updates - The Yinnian Phase II project has received project approval and is currently in discussions with local authorities to obtain construction permits [2] - The Yubang Mining's 825,000-ton expansion project is in the process of applying for construction permits from the National Emergency Management Department [3] - The company is conducting exploration work for its key projects, including Yinnian Mining and Yubang Mining, with significant investments in exploration funds [9] Group 2: Production and Capacity - Upon completion of the Yinnian Phase II expansion, the production capacity is expected to double, with a current production scale of 1.65 million tons per year [8] - The Yubang Mining expansion project is projected to yield an annual silver output of 450 tons once operational [6] Group 3: Safety Management - The company has established a comprehensive safety management system, including a dedicated safety management team and advanced safety equipment [7] - Emphasis is placed on safety training and risk management, with initiatives to cultivate a safety-oriented culture among employees [7] Group 4: Financial Performance - For Q1 2025, the company reported a revenue of 1.149 billion yuan, a year-on-year increase of 50.37%, and a net profit of 374 million yuan, up 63.22% year-on-year [10] - The company's gross profit margin stands at 55.57%, with a debt ratio of 42.34% [10] Group 5: Strategic Direction - The company aims to maintain silver and tin as its core business while gradually integrating copper and gold resources to diversify its offerings [5]

Group 1: Investor Relations Activities - The investor relations activities included specific object research and participation from various funds and securities firms [2][3][4] - The event took place on July 31 and August 1, 2025, at the subsidiaries of the company [3][4] - Key attendees included executives from the company and its subsidiaries, such as the Vice Presidents and independent directors [4][5] Group 2: Research Activities - On July 31, activities included site visits to the underground mining areas and various facilities of Yinman Mining [4] - On August 1, the focus was on visiting the underground operations of Yubang Mining and the scheduling room [4][5] Group 3: Key Questions and Responses - The progress of Yinman Phase II has received project approval and is in communication with local authorities for construction permits [5][6] - Yubang Mining's 8.25 million tons expansion project is awaiting emergency management approval for construction [5][6] - The company aims to maintain silver and tin as core businesses while gradually integrating copper and gold resources [5][6] Group 4: Production and Resource Estimates - Yubang Mining's expansion is projected to yield an annual output of 450 tons of silver once fully operational [5][6] - Yinman Mining's current production capacity is 1.65 million tons per year, with plans to double output after the expansion [6][7] - The company is actively exploring and investing in mineral resources, with significant drilling efforts in Morocco indicating promising mineralization [7][8]

证券之星消息，8月1日工业金属板块较上一交易日上涨0.57%，海亮股份领涨。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。工业金属板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002203 | 海亮股份 | 11.90 | 8.58% | 122.72万 | | 14.52 Z | | 002295 | 精艺股份 | 10.46 | 5.76% | 27.11万 | | 2.80亿 | | 600531 | 豫光金铅 | 8.51 | 4.55% | 74.62万 | | 6.31亿 | | 600595 | 三体温 | 4.73 | 2.83% | 103.68万 | | 4.951Z | | 600490 | 鹏欣资源 | 4.40 | 2.56% | 49.20万 | | 2.14亿 | | 600768 | 宁波富邦 | 12.43 | 2.22% | 3.24万 | | 3995.57万 | ...

Group 1 - The report highlights the resilience of the overseas economy, tariff developments, and expectations for a rate cut in September, with a focus on technology growth and opportunities for clearing internal competition in the domestic market [4][14][18] - The A-share market is expected to challenge last year's highs, with a strong focus on technology growth and sectors that can benefit from the reduction of internal competition, such as steel, coal, cement, glass, photovoltaic, new energy vehicles, and live pigs [21][4] - The report recommends a diversified portfolio of stocks, including companies in electronics, new energy, power equipment, non-ferrous metals, chemicals, and pharmaceuticals, with specific companies highlighted as top picks [5][12][22] Group 2 - The electronics sector is represented by companies like Zhongji Xuchuang, which is expected to see significant profit growth due to increased demand for high-speed optical modules driven by AI infrastructure [22][23] - The semiconductor industry is recovering, with Tongfu Microelectronics reporting a notable increase in revenue and profit, driven by the resurgence in the consumer electronics market [31][33] - The new energy sector, represented by Qiangrui Technology, is experiencing rapid growth in smart automotive and AI server equipment, indicating strong future growth potential [37][39] Group 3 - The power equipment sector, represented by Xinshi Da, is focusing on industrial automation and robotics, with a strong market position in elevator control systems and a growing presence in the robotics industry [43][44] - The non-ferrous metals sector, represented by Xingye Yinxin, is benefiting from rising prices of silver and tin, with significant production increases and strategic acquisitions to enhance future growth [49][51][54]

Group 1 - The metal lead concept declined by 2.90%, ranking among the top declines in the concept sector, with major declines seen in companies such as Zhuhai Group, ST Shengtun, and Hunan Silver [1] - The leading sectors in terms of daily performance included liquid-cooled servers (+1.86%), while the special steel concept saw a decline of 3.20% [1] - The net outflow of main funds from the metal lead concept reached 1.712 billion yuan, with 28 stocks experiencing net outflows, and five stocks seeing outflows exceeding 100 million yuan [1] Group 2 - Zijin Mining led the net outflow of main funds with 254 million yuan, followed by Huayu Mining, ST Shengtun, and Xingye Silver Tin with net outflows of 184 million yuan, 153 million yuan, and 119 million yuan respectively [1] - The stocks with the highest net inflows included Yuguang Gold Lead, Shengda Resources, and Sierte, with net inflows of 26.74 million yuan, 2.95 million yuan, and 897,200 yuan respectively [1] - The top stocks experiencing significant net outflows included Zijin Mining (-3.38%), Huayu Mining (-4.00%), and ST Shengtun (-4.08%) [2]

今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 液冷服务器 | 1.86 | 特钢概念 | -3.20 | | 智谱AI | 1.73 | 低辐射玻璃(Low-E) | -3.07 | | 辅助生殖 | 1.72 | 金属铅 | -2.90 | | 小红书概念 | 1.61 | 金属锌 | -2.82 | | Sora概念(文生视频) | 1.43 | 租售同权 | -2.71 | | 快手概念 | 1.35 | 可燃冰 | -2.59 | | 华为盘古 | 1.24 | 玉米 | -2.51 | | 财税数字化 | 1.11 | 中船系 | -2.50 | | 中国AI 50 | 0.99 | 磷化工 | -2.50 | | MLOps概念 | 0.96 | 硅能源 | -2.48 | 资金面上看，今日金属锌概念板块获主力资金净流出16.51亿元，其中，30股获主力资金净流出，5股主 力资金净流出超亿元，净流出资金居首的是紫金矿业，今日主力资金净流出2.54亿元，净流出资金居前 的还有华钰矿业、ST盛屯、兴 ...

Group 1 - The metal zinc sector experienced a decline of 1.74%, ranking among the top losers in the concept sector, with *ST Zhengping hitting the limit down, and Zhejiang Fu Holdings, Huaxi Nonferrous, and Hunan Gold also showing significant declines [1] - The main funds in the metal zinc sector saw a net outflow of 955 million yuan, with 29 stocks experiencing net outflows, and 6 stocks seeing outflows exceeding 50 million yuan [2] - The stock with the highest net outflow was Xingye Yinxin, with a net outflow of 131 million yuan, followed by Zhejiang Fu Holdings, Huayu Mining, and Hunan Silver, with net outflows of 123 million yuan, 81.92 million yuan, and 78.92 million yuan respectively [2] Group 2 - The top gainers in the market included PCB concept (+4.33%), military equipment restructuring concept (+4.08%), and PET copper foil (+4.03%), while the coal concept and metal zinc were among the top losers [2] - The net inflow of main funds was observed in stocks such as Zijin Mining, Hongda Co., and Western Mining, with net inflows of 47.60 million yuan, 24.09 million yuan, and 17.70 million yuan respectively [2][3] - The trading volume and turnover rates varied among the stocks, with notable outflows from stocks like Xingye Yinxin (-2.67%, turnover rate 3.41%) and Zhejiang Fu Holdings (-6.00%, turnover rate 9.02%) [3]