Group 1 - The company, Shengda Metal Resources Co., Ltd., experienced abnormal stock trading fluctuations on August 29 and September 1, 2025, as per the Shenzhen Stock Exchange regulations [1] - The company conducted an investigation regarding the abnormal trading and confirmed that there are no undisclosed significant matters that could impact stock trading [1][1] - The board of directors confirmed that there are no undisclosed matters that should be reported according to the Shenzhen Stock Exchange listing rules, and previous disclosures do not require correction or supplementation [1][1]

证券代码：000603 证券简称：盛达资源 公告编号：2025-051 一、股票交易异常波动的情况介绍 盛达金属资源股份有限公司（以下简称"公司"或"本公司"）股票（证券 简称：盛达资源，证券代码：000603）于 2025 年 8 月 29 日、2025 年 9 月 1 日、 2025 年 9 月 2 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》的有关规定，属于股票交易异常波动情况。 二、公司关注、核实情况说明 针对公司股票交易异常波动情况，公司对有关事项进行了核查，并函询了公 司控股股东及实际控制人，现将有关情况说明如下： 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公司股票交易价格产生较 大影响的未公开重大信息。 盛达金属资源股份有限公司 股票交易异常波动公告 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。 3、公司近期生产经营正常，内外部经营环境未发生重大变化。 的信息；公司前期披露的信息目前无需更正、补充。 四、风险提示 1、经自查，公司不存在违反信息公平披 ...

Group 1: Market Performance - On September 2, the industrial metals sector rose by 0.13%, with Silver Holdings leading the gains [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] Group 2: Individual Stock Performance - Silver Holdings (601212) closed at 4.26, up 10.08% with a trading volume of 837,200 shares and a transaction value of 357 million [1] - Shengda Resources (000603) closed at 20.43, up 6.68% with a trading volume of 849,900 shares and a transaction value of 1.692 billion [1] - Zhuozhi Group (600961) closed at 15.17, up 6.23% with a trading volume of 1,000,600 shares and a transaction value of 1.516 billion [1] - Yuguang Gold Lead (600531) closed at 10.45, up 5.45% with a trading volume of 1,717,900 shares and a transaction value of 1.775 billion [1] - Tianshan Aluminum (002532) closed at 10.52, up 5.41% with a trading volume of 994,100 shares and a transaction value of 1.048 billion [1] Group 3: Fund Flow Analysis - The industrial metals sector experienced a net outflow of 3.425 billion from main funds, while retail funds saw a net inflow of 1.723 billion [2] - Silver Holdings (601212) had a main fund net inflow of 77.0865 million, but a net outflow from retail funds of 38.1897 million [2] - Shengda Resources (000603) had a main fund net inflow of 33.2902 million, with a net outflow from retail funds of 80.5410 million [2]

一、交易及担保进展情况 为满足生产经营的流动资金需求，公司控股子公司湖南金业环保科技有限公 司（以下简称"金业环保"）、内蒙古金山矿业有限公司（以下简称"金山矿业"） 作为共同承租人拟与上海歆华融资租赁有限公司（以下简称"歆华租赁"）开展 融资租赁业务，金业环保、金山矿业用金业环保自有的部分生产设备设施以售后 回租方式向歆华租赁融资人民币 15,000 万元，租赁期限 36 个月，公司为金业环 保、金山矿业上述融资租赁业务提供连带责任保证担保。金业环保将为公司本次 担保提供连带责任保证反担保，金业环保少数股东资兴市钰坤农业生态发展有限 公司、资兴市佳诚生态农业发展有限公司将以其出资比例为公司本次担保提供股 权质押反担保。近日，金业环保、金山矿业与歆华租赁签署了《融资租赁合同》， 公司与歆华租赁签署了《保证合同》。 本次金业环保和金山矿业开展的融资租赁业务、公司为金业环保和金山矿业 融资租赁业务提供担保的额度在公司第十一届董事会第八次会议、2024 年度股 东大会审议通过的 2025 年度融资、担保额度范围内，具体内容详见公司于 2025 年 4 月 29 日披露的《关于 2025 年度融资额度预计的公告》《关 ...

证券代码：000603 证券简称：盛达资源 公告编号：2025-049 盛达金属资源股份有限公司 关于子公司鸿林矿业矿山建设进展的公告 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、基本情况 盛达金属资源股份有限公司（以下简称"公司"）控股子公司四川鸿林矿业有限 公司（以下简称"鸿林矿业"）于近日收到木里藏族自治县应急管理局（以下简称"木 里县应急管理局"）下发的《木里县应急管理局关于同意四川鸿林矿业有限公司菜园 子铜金矿矿山试生产的批复》，经查，鸿林矿业已完成基建任务，木里县应急管理局 同意鸿林矿业试生产，并作出如下要求： 3、试运行结束后及时按规定办理安全生产许可证。 二、对公司的影响及风险提示 公司持有鸿林矿业 53%的股份，鸿林矿业是公司的控股子公司。鸿林矿业工业 矿体累计查明资源量（探明+控制+推断）矿石量 605.6 万吨，金金属资源量 17,049 千克，平均品位 2.82 克/吨；铜金属资源量 29,015 吨，平均品位 0.48%。低品位矿 资源量（探明+控制+推断）矿石量 39.4 万吨，金金属资源量 120 千克，平均品位 0.30 ...

Group 1 - Gold stocks have been rising continuously, with companies such as China Ruilin, Western Gold, and Silver Nonferrous achieving two consecutive trading limits [1] - Laisen Tongling has reached the daily limit, while Mankalong, Xiaocheng Technology, Yuguang Jinlead, Hunan Silver, and Shengda Resources have also seen increases [1]

Group 1 - The core viewpoint is that the A-share market for non-ferrous metals continues to rise, with significant gains in silver and gold stocks [1][2] - Silver and gold prices are strengthening, with spot gold prices surpassing $3,500 per ounce, marking a historical high and a year-to-date increase of over 33% [2][3] - Analysts indicate that macroeconomic and geopolitical factors are favoring precious metals, including India's sale of U.S. government bonds and increased gold reserves, as well as ongoing geopolitical tensions [3] Group 2 - Specific stock performances include: - Baiyin Nonferrous (601212) up 10.08% with a market cap of 31.5 billion and a year-to-date increase of 53.24% - Western Gold (601069) up 10.00% with a market cap of 22 billion and a year-to-date increase of 111.04% - Zhuhai Group (600961) up 8.82% with a market cap of 16.7 billion and a year-to-date increase of 97.46% - Hunan Silver (002716) up 7.59% with a market cap of 18.4 billion and a year-to-date increase of 92.33% [2]

（文章来源：每日经济新闻） 每经AI快讯，9月2日，黄金概念股活跃，白银有色2连板，湖南白银、中国瑞林、西部黄金、盛达资 源、贵研铂业跟涨。 ...

Group 1 - Gold and silver prices have reached historical highs, with COMEX gold futures peaking at $3552 per ounce and spot gold breaking $3480 per ounce, marking a year-to-date increase of over 32% for gold and nearly 40% for silver [1][2] - The recent surge in gold and silver prices is driven by expectations of interest rate cuts from the Federal Reserve, with a 87.4% probability of a 25 basis point cut in September [2][9] - A strong demand for safe-haven assets is evident amid geopolitical tensions and uncertainties in the financial environment, further pushing gold and silver prices higher [2][3] Group 2 - A significant rise in A-share gold concept stocks has been observed, with the Wind precious metals index increasing over 6% and several individual stocks hitting their daily limit [5][6] - Specific stocks such as China Ruilin, Western Gold, and Shengda Resources have shown notable gains, with increases of nearly 10% [6][7] - Research institutions indicate that there is still room for gold prices to rise, driven by the challenges to the Federal Reserve's independence and the downward trend in real interest rates [8][10] Group 3 - The geopolitical landscape, including tensions in the Middle East and uncertainties surrounding U.S. tariff policies, has contributed to the increased demand for gold as a safe-haven asset [3][4] - The recent actions by President Trump against Federal Reserve officials have raised concerns about the independence of the central bank, which may influence future monetary policy and impact gold prices [3][9] - Long-term forecasts suggest that the combination of fiscal dominance and monetary policy will lead to increased liquidity in the U.S. dollar, benefiting risk assets and potentially driving gold prices higher [9][10]

Core Viewpoint - Gold prices have reached a historical high, driven by expectations of interest rate cuts by the Federal Reserve and increased demand for safe-haven assets amid geopolitical tensions and economic uncertainties [1][3][10]. Price Movements - On September 1, COMEX gold futures rose over 1%, reaching a peak of $3552 per ounce, while spot gold surpassed $3480 per ounce, nearing the April record high [1][3]. - Year-to-date, spot gold has increased by over 32%, and spot silver has risen nearly 40% [1]. Market Reactions - Following the surge in gold prices, A-share gold concept stocks saw significant gains, with companies like Western Gold and Shengda Resources hitting the daily limit, and others like Zhongjin Gold and Shandong Gold also experiencing substantial increases [1][7]. Federal Reserve and Economic Factors - The market anticipates a 25 basis point rate cut by the Federal Reserve, with a probability of 87.4% for the September meeting [3]. - Concerns over the independence of the Federal Reserve have been heightened following President Trump's dismissal of a board member, which is seen as an attempt to undermine the Fed's autonomy [4][9]. Geopolitical Tensions - Ongoing geopolitical issues, including U.S.-China trade tensions and conflicts in the Middle East, have further fueled demand for gold as a safe-haven asset [4][5][10]. Future Outlook - Analysts suggest that gold still has room for further price increases, with expectations that the COMEX gold price will stabilize above $3500 per ounce [9][10].