证券简称：新金路 证券代码：000510 编号：临 2026—04 号 四川新金路集团股份有限公司 关于股价异动的公告 本公司及董事局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、股票交易异常波动情况 四川新金路集团股份有限公司（以下简称"公司"）股票（证券简称：新 金路，证券代码：000510）于 2026 年 1 月 15 日、16 日、19 日，连续 3 个交 易日,收盘价格涨幅偏离值累计超过 20%，根据《深圳证券交易所交易规则》等 有关规定，属于股票交易异常波动的情形。 6、公司不存在违反公平信息披露规定的情形。 三、是否存在应披露而未披露信息的说明 经公司董事局确认，除已披露信息外，公司目前没有根据《深圳证券交易 1 二、公司关注并核实情况说明 针对公司股票交易异常波动的情况，公司进行了自查，并向公司第一大股 东、实际控制人就相关事项进行了书面核实，现就有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产 生较大影响的未公开重大信息； 3、目前，公司生产经营情况正常，不存在内 ...

Investment Rating - The report maintains a "Buy" rating for several companies in the non-ferrous metals sector, including 山金国际, 赤峰黄金, 洛阳钼业, 中国宏桥, and 中钨高新 [10]. Core Insights - The non-ferrous metals sector is experiencing a general upward trend, with significant price increases across various metals, driven by macroeconomic factors and supply chain dynamics [11][19]. - The report highlights the impact of U.S. tariffs and trade policies on the supply and demand dynamics of key metals, particularly copper and aluminum [2][3]. - The report emphasizes the importance of monitoring inventory levels and production capacities, as these factors are critical in determining future price movements [26][35]. Summary by Sections Precious Metals - Concerns over tariffs have led to a temporary pullback in silver prices, but the long-term outlook remains positive [1]. - The report suggests monitoring companies such as 兴业银锡 and 盛达资源 for potential investment opportunities [1]. Industrial Metals - Copper inventories are rising, particularly in the U.S., raising concerns about supply tightness in non-U.S. regions [2]. - The report notes that while high copper prices are suppressing end-user demand, the long-term consumption outlook remains strong due to infrastructure investments [2]. Aluminum - The aluminum market is expected to experience price fluctuations due to geopolitical tensions and macroeconomic policies [3]. - The report indicates that production cuts in aluminum processing are occurring, particularly in regions like Guizhou and Henan [3]. Nickel - Nickel prices are on an upward trend, supported by supply tightening expectations from Indonesia [4]. - The report highlights the importance of monitoring companies like 华友钴业 and 力勤资源 for investment opportunities [4]. Tin - Supply chain bottlenecks and macroeconomic factors are providing short-term support for tin prices [5]. - The report suggests that companies like 华锡有色 and 兴业银锡 may benefit from these market conditions [5]. Lithium - Lithium prices are experiencing wide fluctuations due to export policy expectations and demand uncertainties [6]. - The report recommends关注 companies such as 赣锋锂业 and 天齐锂业 for potential investment [6]. Cobalt - Progress in cobalt shipments from the Democratic Republic of Congo is expected to support high cobalt prices in the short term [9]. - The report suggests monitoring companies like 华友钴业 and 腾远钴业 for investment opportunities [9].

格隆汇1月16日丨新金路(000510.SZ)公布，子公司广西有色栗木矿业有限公司（简称"栗木矿业"）于 2026年1月16日收到桂林市应急管理局出具的《关于同意广西有色栗木矿业有限公司复工的通知》。公 司及子公司栗木矿业将严格按照计划和要求推进采矿、选矿、冶炼项目建设，尽早实现投产达效，切实 提升公司的核心竞争力与可持续发展能力。 ...

Core Viewpoint - The company announced that its subsidiary, Guangxi Youse Limu Mining Co., Ltd., received approval from the Guilin Emergency Management Bureau to resume operations on January 16, 2026, indicating a positive step towards enhancing its core competitiveness and sustainable development capabilities [1] Group 1 - The subsidiary will proceed with the construction of mining, mineral processing, and smelting projects as planned [1] - The company aims to achieve early production and effectiveness from these projects [1] - This development is expected to strengthen the company's core competitiveness and sustainability [1]

证券简称：新金路 证券代码：000510 编号：临 2026—03 号 特此公告 四川新金路集团股份有限公司董事局 二○二六年一月十七日 1 本公司及董事局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。 四川新金路集团股份有限公司（以下简称"公司"）子公司广西有色 栗木矿业有限公司（以下简称"栗木矿业"）于 2026 年 1 月 16 日收到桂 林市应急管理局出具的《关于同意广西有色栗木矿业有限公司复工的通 知》。 公司及子公司栗木矿业将严格按照计划和要求推进采矿、选矿、冶炼 项目建设，尽早实现投产达效，切实提升公司的核心竞争力与可持续发展 能力。 四川新金路集团股份有限公司 关于子公司广西有色栗木矿业有限公司收到 复工通知的公告 ...

新金路股价创出历史新高，截至9:41，该股上涨8.79%，股价报15.72元，成交量2323.86万股，成交金额 3.50亿元，换手率3.83%，该股最新A股总市值达101.95亿元，该股A股流通市值95.37亿元。 （文章来源：证券时报网） 证券时报·数据宝统计显示，新金路所属的基础化工行业，目前整体涨幅为0.55%，行业内，目前股价上 涨的有189只，涨幅居前的有星华新材、天晟新材、华谊集团等，涨幅分别为15.63%、12.10%、 10.01%。股价下跌的有227只，跌幅居前的有神剑股份、七彩化学、金牛化工等，跌幅分别为9.99%、 9.40%、6.93%。 公司发布的三季报数据显示，前三季度公司共实现营业收入12.60亿元，同比下降16.82%，实现净利 润-7849.45万元，同比下降129.38%，基本每股收益为-0.1210元。（数据宝） ...

Group 1 - The core viewpoint of the news is that Xinjinlu's stock has shown significant growth in recent trading sessions, with a year-to-date increase of 22.02% and a remarkable 151.87% rise over the past 60 days [1] - As of January 15, Xinjinlu's stock price reached 14.13 yuan per share, with a total market capitalization of 9.164 billion yuan [1] - The company has seen a net inflow of main funds amounting to 11.08 million yuan, indicating strong investor interest [1] Group 2 - Xinjinlu's main business involves the production and operation of chlor-alkali chemicals and plastic products, with revenue composition being 41.61% from resin products, 38.43% from alkali products, and 19.97% from other sources [1] - As of December 19, the number of shareholders decreased by 12.51% to 44,100, while the average circulating shares per person increased by 14.30% to 13,744 shares [2] - For the period from January to September 2025, Xinjinlu reported a revenue of 1.26 billion yuan, a year-on-year decrease of 16.82%, and a net profit loss of 78.49 million yuan, reflecting a significant decline of 129.38% [2]

Core Viewpoint - The stock price of Xinjinlu (SZ000510) has surged to a limit increase on January 6, with a cumulative increase of over 100% since October 2025 [1] Group 1: Stock Performance - Xinjinlu's stock price has doubled since October 2025, reaching 13.34 yuan [1][7] - The stock has shown significant volatility, with previous prices ranging from a high of over 8 yuan to a low of below 3 yuan [6] Group 2: Management Share Reduction - Five core management personnel, including CEO Peng Lang, plan to reduce their holdings by a total of 294,000 shares, corresponding to a market value of nearly 4 million yuan [3][4] - The shares to be reduced are from a previous accumulation period between May 2022 and June 2024, during which the stock was at a low point [3][6] - The planned reductions are attributed to personal financial needs, with management expressing continued confidence in the company's future [4][6] Group 3: Institutional Interest - Xinjinlu has attracted institutional interest due to its advantages in mineral resources such as tin and tungsten, as well as a complete industrial chain in the chlor-alkali chemical sector [3][9] - The company’s subsidiary, Limu Mining, has received favorable assessments from multiple institutions since December 2025, indicating strong institutional support [9] - The recent strength in PVC futures has also contributed to the stock's upward momentum, with significant trading activity observed among institutional investors [7][9]

Core Viewpoint - The announcement details the share reduction plans of several executives at Sichuan Xinjinlu Group Co., Ltd., indicating personal financial needs as the reason for the planned reductions [2][6]. Group 1: Shareholders' Information - The company's president, Peng Lang, holds 378,300 shares (0.0583% of total shares) and plans to reduce his holdings by up to 94,575 shares (0.0146% of total shares) within three months after the announcement [2]. - Vice president Wu Yang holds 162,300 shares (0.025%) and plans to reduce his holdings by up to 40,575 shares (0.0063% of total shares) [2]. - Executive vice president Liu Xiangbin holds 288,975 shares (0.0446%) and plans to reduce his holdings by up to 72,243 shares (0.0111% of total shares) [3]. Group 2: Reduction Plan Details - Vice president Cheng Jinghao holds 172,600 shares (0.0266%) and plans to reduce his holdings by up to 43,150 shares (0.0067% of total shares) [3]. - Vice president Zhang Zhenya holds 171,600 shares (0.0265%) and plans to reduce his holdings by up to 42,900 shares (0.0066% of total shares) [3]. - The reduction will occur through centralized bidding and is subject to market conditions [5][6]. Group 3: Compliance and Commitments - The executives are committed to adhering to relevant laws and regulations regarding share reductions, ensuring that no more than 25% of their holdings are sold during their tenure [6]. - The planned reductions align with previously disclosed intentions and commitments by the executives [6].

Group 1 - Company Jinlu announced that its president, Mr. Peng Lang, plans to reduce his shareholding by up to approximately 94,600 shares, representing 0.0146% of the total share capital and 25% of his holdings [1] - Vice President Mr. Wu Yang intends to sell up to approximately 40,600 shares, which is 0.0063% of the total share capital and also 25% of his holdings [1] - Executive Vice President Mr. Liu Xiangbin will reduce his stake by up to approximately 72,200 shares, accounting for 0.0111% of the total share capital and 25% of his holdings [1] Group 2 - Vice President Mr. Cheng Jinghao plans to sell up to approximately 43,200 shares, which is 0.0067% of the total share capital and 25% of his holdings [2] - Vice President Mr. Zhang Zhenya intends to reduce his shareholding by up to approximately 42,900 shares, representing 0.0066% of the total share capital and 25% of his holdings [2] - The automotive market is expected to be vibrant in 2026, with significant sales activity reported [2]