证券代码：000603 证券简称：盛达资源 公告编号：2026-017 盛达金属资源股份有限公司 关于发行股份购买资产并募集配套资金事项的进展公告 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： 项的停牌公告》（公告编号：2024-109）。停牌期间，公司于 2024 年 10 月 26 日披 露了《关于筹划发行股份购买资产并募集配套资金事项的停牌进展公告》（公告编 号：2024-111）。 2024 年 10 月 29 日，公司召开第十一届董事会第五次会议，审议通过了《关 于<盛达金属资源股份有限公司发行股份购买资产并募集配套资金预案>及其摘要 的议案》等与本次交易相关的议案，具体内容详见公司于 2024 年 10 月 31 日披露 的相关公告。经向深圳证券交易所申请，公司股票于 2024 年 10 月 31 日开市起复 牌。 公司分别于 2024 年 11 月 30 日、2024 年 12 月 30 日、2025 年 1 月 27 日、2025 年 2 月 27 日、2025 年 3 月 29 日、2025 年 5 月 29 日、2025 年 ...

证券代码：000603 证券简称：盛达资源 公告编号：2026-016 盛达金属资源股份有限公司 关于股东部分股份解除质押及质押的公告 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：盛达金属资源股份有限公司（以下简称"公司"、"盛达资源"） 控股股东及其一致行动人质押股份数量占其所持公司股份数量的比例超过 80%， 请投资者注意相关风险。 公司于近日收到控股股东甘肃盛达集团有限公司（以下简称"盛达集团"） 通知，获悉控股股东及其一致行动人所持有本公司的部分股份解除质押及质押， 具体事项如下： 一、股东股份解除质押及质押基本情况 （二）本次股份质押基本情况 | 股东 | 是否为控股 股东或第一 | 本次质 | 占其所 | 占公司 | 是否为 | 是否为 | 质押 | 质押 | | 质押 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | | 押数量 | 持股份 | 总股本 | 限售股 | 补充质押 | 起始日 | 到期日 | 质权人 | 用途 | | ...

证券代码：000603 证券简称：盛达资源 公告编号：2026-015 盛达金属资源股份有限公司 关于接受关联方无偿担保的进展公告 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、接受关联方担保情况概述 盛达金属资源股份有限公司（以下简称"公司"）于 2025 年 4 月 28 日召开 第十一届董事会第八次会议，审议通过了《关于 2025 年度接受关联方无偿担保 额度预计的议案》，同意接受公司董事长赵庆先生及其配偶李元春女士为公司及 合并报表范围内子公司（以下简称"子公司"）向银行、融资租赁公司等金融机 构申请的额度不超过人民币 25 亿元的融资业务提供担保（包括 2025 年度新增担 保及原有担保展期或续保），担保方式包括连带责任保证等，期限自董事会审议 通过之日起 12 个月内有效，上述额度在有效期限内可循环使用。上述担保不向 公司及子公司收取任何担保费用，也不需要公司及子公司提供反担保。具体内容 详见公司于 2025 年 4 月 29 日披露的《关于 2025 年度接受关联方无偿担保额度 预计的公告》（公告编号：2025-025）。 为满足生产经营的 ...

[Table_Main] 行业研究|材料|材料Ⅱ 证券研究报告 [Table_Summary] 报告要点： 行情回顾：近 2 周申万有色金属指数下降 15.08% 近 2 周（2026.3.9-2026.3.20），有色金属行业指数下跌 15.08%，落 后沪深 300 指数，在 31 个申万一级行业中排名第 31。从细分领域看， 小金属（-18.50%）、贵金属（-12.52%）、金属新材料（-13.33%）、 工业金属（-16.07%）、能源金属（-9.55%）均下降。 金属价格：贵金属冲高回落，工业金属震荡分化 截至 3 月 20 日，COMEX 黄金收盘价为 4,492.00 美元/盎司，近 2 周 下跌 13.30%；沪金收盘价为 1,039.22 元/克，近 2 周下跌 8.90%； COMEX 白银收盘价为 67.81 美元/盎司，近 2 周下跌 19.94%；沪银 收盘价为 17,625.00 元/千克，近 2 周下跌 18.15%；LME 铜现货结算 价为 12,021.50 美元/吨，近 2 周下跌 6.14%；国内铜均价为 95,470 元/吨，近 2 周下跌 5.60%； LME 铝现 ...

三大指数跳空低开，盘中一度集体放量大跌逾4%，恐慌盘汹 涌而出。沪指尾盘勉强守住3800点关口。在这一年内最为惨 烈的单日调整中，沪指今年以来的涨幅被悉数"吞尽"。 作者：蔡越坤 封图：图虫创意 "销户删app，再也不见。" "不看不动，是不是就不算亏。" "排队去加油，车子已经没了。" 3月23日，A股遭遇"黑色星期一"，投资者纷纷在社交平台上调侃自己的股票投资，宣泄着情绪。 三大指数跳空低开，盘中一度集体放量大跌逾4%，恐慌盘汹涌而出。沪指尾盘勉强守住3800点 关口。在这一年内最为惨烈的单日调整中，沪指今年以来的涨幅被悉数"吞尽"。 全球市场尽墨 截至收盘，沪指跌2.5%，深成指跌2.53%，创业板指跌2.44%。沪深两市成交额为2.43万亿 元，较上一个交易日放量1447亿元，全市场有近5000只个股下跌。 港股市场亦遭遇重挫，恒生指数下跌3.54%，收于24382.47点，创8个月新低；恒生科技指数下 跌3.28%，收于4712.48点。 黄金股大跌 3月23日，A股贵金属板块大跌，赤峰黄金（600988.SH）、盛达资源（000603.SZ）、四川黄 金 （ 001337.SZ ） 跌 停 ， 山 ...

Group 1 - Precious metals prices, including gold and silver, experienced a significant decline, leading to a collective drop in the A-share market's non-ferrous metal stocks [1] - By midday, several companies saw substantial losses, with 隆达股份 down over 9%, 威领股份, 山金国际, and 永兴材料 each falling more than 7% [1] - Other notable declines included 国城矿业, 众源新材, and 金瑞矿业, which dropped over 6%, while 中金黄金 and 盛达资源 fell more than 5% [1] Group 2 - 隆达股份 reported a decline of 9.46%, with a total market capitalization of 76.35 billion and a year-to-date increase of 18.96% [2] - 威领股份 decreased by 7.38%, with a market cap of 76.22 billion and a year-to-date increase of 123.45% [2] - 山金国际 saw a drop of 7.24%, with a market cap of 811 billion and a year-to-date increase of 20.10% [2] - 永兴材料 fell by 7.13%, with a market cap of 318 billion and a year-to-date increase of 8.68% [2] - 驰宏锌锗 decreased by 7.06%, with a market cap of 418 billion and a year-to-date increase of 13.41% [2] - 国城矿业 dropped by 6.77%, with a market cap of 361 billion and a year-to-date increase of 9.53% [2] - 众源新材 fell by 6.70%, with a market cap of 37.50 billion and a year-to-date increase of 6.67% [2] - 洛阳钼业 decreased by 6.29%, with a market cap of 389.2 billion and a year-to-date decrease of 9.05% [2] - 宏桥控股 dropped by 6.24%, with a market cap of 373.9 billion and a year-to-date increase of 19.94% [2] - 宝武镁业 saw a decline of 6.17%, with a market cap of 168 billion and a year-to-date increase of 10.39% [2] - 兴业银锡 decreased by 6.14%, with a market cap of 735 billion and a year-to-date increase of 16.32% [2] - 华锡有色 fell by 6.03%, with a market cap of 327 billion and a year-to-date increase of 34.96% [2] - 中金黄金 decreased by 5.94%, with a market cap of 1320 billion and a year-to-date increase of 16.61% [2] - 盛达资源 saw a decline of 5.86%, with a market cap of 280 billion and a year-to-date increase of 30.85% [2]

Investment Rating - Maintain "Buy" rating for the sector [5] Core Views - The geopolitical situation in the Middle East continues to disrupt bullish sentiment, but there is sustained optimism for precious metals during the stagflation cycle [1] - Copper demand remains resilient despite short-term geopolitical disturbances, with a positive long-term outlook [2] - Aluminum prices are experiencing significant volatility due to ongoing overseas conflicts, while domestic demand is gradually transitioning towards a consumption peak [3] - Nickel prices are under pressure from geopolitical disturbances, but supply constraints provide some support [4] - Tin prices are fluctuating due to a tug-of-war between supply and demand factors, with a lack of strong driving forces [8] - The lithium market is seeing increases in both supply and demand, maintaining a trend of inventory reduction [9] - Cobalt prices are experiencing fluctuations due to weak downstream purchasing [10] Summary by Sections Precious Metals - The ongoing geopolitical crisis in the Middle East has led to sustained high oil prices, impacting investor sentiment towards precious metals. However, concerns are seen as short-term, with a bullish outlook for the medium term [1][41] Industrial Metals - **Copper**: Demand remains strong with a recovery in market transactions as production resumes. Recent expectations for downstream production have improved, indicating a healthy demand base [2] - **Aluminum**: Supply has slightly increased, but high prices are suppressing some demand. The market is transitioning towards a consumption peak, with ongoing geopolitical factors influencing prices [3] - **Nickel**: Prices have decreased due to geopolitical tensions, but supply constraints from Indonesia are providing support [4] - **Tin**: Supply is stable, but demand is weak, leading to a lack of strong price movements [8] Energy Metals - **Lithium**: Both supply and demand are increasing, with a focus on inventory reduction. The market is expected to remain active due to rising demand from the electric vehicle sector [9] - **Cobalt**: Prices are fluctuating with weak demand from downstream sectors, leading to a cautious purchasing environment [10]

证券代码：000603 证券简称：盛达资源 公告编号：2026-014 盛达金属资源股份有限公司 关于股东部分股份质押的公告 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：盛达金属资源股份有限公司（以下简称"公司"、"盛达资源"） 控股股东及其一致行动人质押股份数量占其所持公司股份数量的比例超过 80%， 请投资者注意相关风险。 公司于近日收到股东三河华冠资源技术有限公司（以下简称"三河华冠"） 的通知，获悉其所持有本公司的部分股份被质押，具体事项如下： | | 是否为控股 | 本次质 | 占其所 | 占公司 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 股东或第一 | 押数量 | 持股份 | 总股本 | 是否为 | 是否为 | 质押 | 质押 | 质权人 | 质押 | | 名称 | 大股东及其 | | | | 限售股 | 补充质押 | 起始日 | 到期日 | | 用途 | | | 一致行动人 | （股） | 比例 | ...

Investment Rating - The report maintains a "Buy" rating for the industry [7] Core Views - The geopolitical situation has intensified, leading to opportunities in precious metals during a stagflation cycle. The report emphasizes the importance of positioning in precious metals due to supply disruption risks and low employment data indicating potential economic stagnation [1] - For copper, demand remains resilient despite short-term geopolitical disturbances, with expectations of improved production in downstream markets. The report suggests a cautious outlook on inventory levels and pricing trends [2] - Aluminum prices have reached historical highs amid political unrest, with stable supply and increasing demand as production resumes post-holiday [3] - Nickel prices have declined due to geopolitical disturbances, but supply constraints provide some support. The report notes a sluggish demand recovery in stainless steel and a cautious outlook for battery-grade nickel [4] - Tin prices are expected to experience strong fluctuations due to supply tightness and cautious purchasing behavior from downstream enterprises [5] - Lithium prices have seen a downward trend due to geopolitical and import disturbances, but demand is expected to improve as production resumes in the battery sector [6] Summary by Sections Precious Metals - The report highlights the potential for precious metals as a hedge against geopolitical risks and economic stagnation, recommending companies such as Xinyi Silver and Zijin Mining [1] Industrial Metals - **Copper**: Demand is expected to recover as production ramps up, with a focus on companies like Zijin Mining and Western Mining [2] - **Aluminum**: The report notes stable supply and increasing demand, recommending companies such as China Hongqiao and Nanshan Aluminum [3] - **Nickel**: Supply constraints are noted, with a focus on companies like Huayou Cobalt and Greenmech [4] - **Tin**: The report suggests monitoring supply and demand dynamics, recommending companies like Yunnan Tin and Xinyi Silver [5] Energy Metals - **Lithium**: The report indicates a downward price trend but anticipates a recovery in demand, recommending companies such as Ganfeng Lithium and Tianqi Lithium [6] - **Cobalt**: The report notes stable supply and demand, with a focus on companies like Huayou Cobalt and Tianqi Lithium [10]

Core Viewpoint - The non-ferrous metal sector has experienced a significant adjustment, with the Wind non-ferrous metal index dropping by 5.53% and a trading volume close to 350 billion yuan, indicating a need for capital rotation after a prolonged period of price increases [1][3]. Group 1: Market Performance - The non-ferrous metal sector saw a collective decline, with major stocks like Zijin Mining, Luoyang Molybdenum, and others experiencing significant pullbacks [3]. - Over 10 stocks, including Reborn Technology and Shenghe Resources, hit the daily limit down [1][3]. - The non-ferrous metal index has risen over 30% this year, leading to profit-taking among investors [3]. Group 2: External Influences - The rise in coal and oil prices has diverted some capital away from the non-ferrous sector, as the oil and petrochemical sectors have become the strongest in the A-share market due to the impact of the US-Iran conflict [3]. - The "three barrels of oil" (China National Petroleum, China National Offshore Oil, and Sinopec) have seen consecutive limit-up days, contributing to a year-to-date increase of over 40% in the oil and petrochemical sector [3]. Group 3: Future Outlook - Despite the recent adjustments, many institutions remain optimistic about the future of the non-ferrous metal sector, viewing it as a key area for investment [5][6]. - East China Securities suggests that geopolitical events may further strengthen the inflation trading logic for strategic resources and energy, benefiting the non-ferrous sector [5]. - Guojin Securities emphasizes the importance of physical assets in the current global landscape, recommending metals like copper, aluminum, and tin, which are less likely to be replaced by AI and are expected to benefit from increased global attention on resource products [6].