证券代码：000603 证券简称：盛达资源 公告编号：2025-062 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 一、本次交易的基本情况 公司拟发行股份购买周清龙、马玲、陈霖、陈文林、郭福安、舒桂先、易贻辉 共 7 名交易对方合计持有的四川鸿林矿业有限公司（以下简称"鸿林矿业"）47% 股权，并拟向不超过 35 名特定投资者发行股份募集配套资金。本次交易前，公司 已取得鸿林矿业 53%股权，鸿林矿业为公司控股子公司，本次交易后公司将持有鸿 林矿业 100%股权。 本次交易预计不构成关联交易，不构成重大资产重组，不构成重组上市。 二、本次交易的历史披露情况 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、盛达金属资源股份有限公司（以下简称"公司"）于 2024 年 10 月 31 日披 露的《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》的"重 大事项提示"和"重大风险提示"章节中，详细披露了本次交易尚需履行的审批程 序及可能存在的风险因素，敬请广大投资者注意投资风险。 2、自本次交易预案披露以来， ...

Group 1 - The core point of the news is that Shengda Resources experienced a decline of 5.03% in its stock price, reaching 22.86 CNY per share, with a trading volume of 587 million CNY and a turnover rate of 3.78%, resulting in a total market capitalization of 15.773 billion CNY [1] - Shengda Resources is primarily engaged in the production and sale of silver-lead concentrate and zinc concentrate, with its main business revenue composition being: lead concentrate (including silver) 46.04%, non-ferrous metal trading 23.91%, zinc concentrate (including silver) 20.44%, renewable energy metals 5.26%, silver ingots 2.28%, others 1.05%, and gold 1.02% [1] Group 2 - From the perspective of fund holdings, one fund under the management of Fortune Fund has a significant position in Shengda Resources, specifically the Fortune Enjoy Return 12-Month Holding Period Mixed A Fund (013524), which held 60,000 shares, accounting for 1.04% of the fund's net value, making it the fourth-largest holding [2] - The Fortune Enjoy Return 12-Month Holding Period Mixed A Fund has a total scale of 81.3974 million CNY, with a year-to-date return of 9.25%, ranking 6080 out of 8155 in its category, and a one-year return of 11.63%, ranking 5449 out of 8029 [2]

Core Insights - The training conference organized by Shengda Metal Resources Co., Ltd. and Jinrui Futures Co., Ltd. focused on exploring new directions in the non-ferrous metal industry and the role of futures in supporting the real economy [1][3] Group 1: Market Analysis - Copper prices have broken out of a three-month range since September, marking a significant upward movement after a historical high in May 2024, with supply disruptions providing a bullish outlook [6] - The aluminum industry is experiencing explosive growth driven by China's dual carbon goals, with a cap on electrolytic aluminum production at 45 million tons, emphasizing the importance of recycled aluminum in achieving green and low-carbon objectives [7][9] - Silver prices have recently surpassed levels not seen since the 1980s, driven by macroeconomic factors and a persistent supply-demand gap, with a projected annual balance gap of 4,000 tons [10] Group 2: Expert Insights - Experts shared insights on various metals, including copper, aluminum, silver, and nickel, discussing market trends, supply-demand dynamics, and potential future developments [3][12] - The nickel market is influenced by supply disruptions in Indonesia and cost support, with expectations of a prolonged accumulation cycle and limited price movement [13] Group 3: Industry Collaboration - Jinrui Futures has been committed to integrating finance and industry, providing high-quality platforms for communication and cooperation, and enhancing risk management strategies for enterprises [13][14] - The collaboration between Jinrui Futures and Shengda Metal aims to clarify market trends and optimize risk management strategies for participating companies, thereby supporting cost reduction and risk prevention in the industry [14]

Group 1 - The company guarantees the authenticity, accuracy, and completeness of the information disclosed in its quarterly report, and assumes legal responsibility for any false records or misleading statements [2][3][4] - The third-quarter financial report has not been audited [3][8] - The company’s subsidiary, Sichuan Honglin Mining Co., Ltd., has received approval for trial production at the Caiyuanzicopper-gold mine, which will run from September 10, 2025, to December 10, 2025 [5][6] Group 2 - The company plans to hold its first extraordinary general meeting of shareholders in 2025 on November 12, 2025, with both on-site and online voting options available [9][10][11] - The meeting will include proposals that have been approved by the board of directors, and related shareholders must abstain from voting [15][16] - The company has announced expected daily related transactions totaling no more than 152.8 million yuan for 2025 and 2026, with the previous year's transactions amounting to 147.675 million yuan [48][49] Group 3 - The company’s independent directors have unanimously agreed that the expected daily related transactions are necessary for normal business operations and do not harm the interests of minority shareholders [55][56] - The company emphasizes that the pricing of related transactions will follow fair and reasonable principles based on market prices [52][54] - The company’s actual controller is Zhao Mantang, and the related transactions will involve entities controlled by him or his close relatives [49][50]

Group 1 - The core point of the news is the performance of the招商安本增利债券型基金, which reported a net value growth rate of 15.0% over the past year [1] - The fund's top ten holdings have seen significant changes, with new additions including 盛达资源, 海康威视, 迈瑞医疗, and others, while previous holdings like 凯立新材 and 瑞迈特 have been removed from the top ten [1] - 盛达资源 is now the largest holding in the fund, accounting for 0.95% of the total portfolio, with a market value of 0.96 billion [1] Group 2 - The fund increased its position in 国联股份 by 132.91%, holding 203.33 million shares valued at 0.59 billion [1] - The overall market value of the new top ten holdings reflects a strategic shift in the fund's investment approach [1] - The detailed data of the top ten holdings includes their respective share counts and market values, indicating a diversified investment strategy [1]

Group 1 - The core point of the news is the performance and changes in the top holdings of the招商信用增强债券型基金, which reported a net value growth rate of 7.78% over the past year [1] - The fund's top ten holdings saw the addition of new stocks including 海康威视, 中国国航, 东方钽业, 佰维存储, 航亚科技, 华鲁恒升, and 漫步者 [1] - 盛达资源 became the fund's largest holding with an increase of 137.4 million shares, while several stocks like 赛轮轮胎 and 国联股份 exited the top ten holdings [1] Group 2 - The detailed data of the top holdings includes the number of shares held and their market value, with 海康威视 holding 199.49 thousand shares valued at 0.63 billion, and 盛达资源 holding 277.37 thousand shares valued at 0.73 billion [1] - The fund's strategy reflects a significant increase in positions for stocks like 盛达资源 and 卫星化学, with increases of 98.16% and 103.52% respectively [1] - The report indicates a shift in investment focus, as several previous top holdings have been removed from the list, suggesting a reallocation of assets [1]

证券日报网讯 10月27日晚间，盛达资源发布2025年第三季度报告称，2025年第三季度公司实现营业收 入746，240，974.87元，同比增长36.98%；归属于上市公司股东的净利润为252，538，799.44元，同比 增长116.39%。 （文章来源：证券日报） ...

Core Viewpoint - Shengda Resources (000603) reported strong financial performance in Q3 2025, with revenue of 1.652 billion yuan, a year-on-year increase of 18.29%, and a net profit attributable to shareholders of 331 million yuan, up 71.51% year-on-year, driven by stable mining production, successful technological upgrades, and rising silver prices [1] Company Performance - The company's silver production capacity is accelerating, with a total identified silver metal volume of approximately 12,000 tons and control over seven mining resources, placing it in a leading position among domestic peers [2] - In H1 2025, the company's silver metal production increased by 34.97% year-on-year due to the implementation of core mining technological upgrades [2] - The Jinshan Mining project, one of the largest independent silver mines in China, has completed its 480,000 tons/year ore selection technological upgrade, enhancing recovery rates and reducing unit costs, thus optimizing profitability alongside production growth [2] Growth Potential - Shengda Resources is expanding its gold business through strategic acquisitions, with the Caiyuzi Copper-Gold Mine expected to contribute significantly to gold revenue growth [4] - The Caiyuzi Copper-Gold Mine has a production capacity of 396,000 tons/year and identified gold resources of approximately 17 tons, with a favorable geological setting for further exploration [4][5] - The mine has entered a trial operation phase as of September 2025, with full production expected by 2026, potentially yielding 1-1.5 tons of gold annually, enhancing profit margins due to low production costs [5] Industry Context - The recent surge in precious metal prices is attributed to multiple factors, including supply-demand fundamentals, market risk aversion, and macroeconomic monetary policies [6] - Investment institutions remain optimistic about further price increases in precious metals, driven by concerns over "stagflation" risks in the U.S. economy and expectations of interest rate cuts by the Federal Reserve [7]

Core Viewpoint - Shengda Resources (000603) reported strong financial performance for the first three quarters of 2025, with revenue of 1.652 billion yuan, a year-on-year increase of 18.29%, and a net profit attributable to shareholders of 323 million yuan, up 61.97% year-on-year, driven by stable mining production, successful technological upgrades, and rising silver prices [1] Company Performance - The company achieved a significant increase in net profit, with a non-GAAP net profit of 331 million yuan, reflecting a year-on-year growth of 71.51% [1] - The growth was supported by stable production from mines, effective technological improvements, and a steady rise in silver prices [1] Resource and Production Capacity - Shengda Resources has a substantial silver resource reserve of approximately 12,000 tons and controls seven mining resources, positioning it as a leader in the domestic industry [2] - The company’s silver production capacity is accelerating, with a 34.97% year-on-year increase in silver metal production in the first half of 2025 due to the implementation of core mining technological upgrades [2] - The Jinshan Mining project, one of the largest independent silver mines in China, has completed its technological upgrades, enhancing recovery rates and reducing costs, contributing to profit optimization [2] Expansion into Gold - The company is strategically expanding into gold through the acquisition of the Caiyuzi Copper-Gold Mine, which is expected to become a new growth driver for its gold business [4] - The Caiyuzi Copper-Gold Mine has a production capacity of 396,000 tons per year and contains approximately 17 tons of gold resources, with significant potential for further exploration and resource expansion [5] Industry Trends - The precious metals market is experiencing a bullish trend, driven by multiple factors including supply-demand dynamics, market risk aversion, and macroeconomic policies [6] - Analysts predict that precious metals will continue to rise, with concerns over "stagflation" in the U.S. economy and expectations of interest rate cuts by the Federal Reserve contributing to this outlook [7] Future Outlook - Market sentiment towards Shengda Resources remains optimistic, with several brokerages forecasting significant growth in net profit from 2025 to 2027, driven by high precious metal prices and the contribution from the Caiyuzi Copper-Gold Mine [7]

Core Insights - The company reported a revenue of 1.652 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 18.29% [1] - The net profit attributable to shareholders reached 323 million yuan, showing a significant year-on-year increase of 61.97% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 331 million yuan, reflecting a year-on-year growth of 71.51% [1]