证券代码：000630 证券简称：铜陵有色 公告编号：2025－099 债券代码：124024 债券简称：铜陵定 02 铜陵有色金属集团股份有限公司 关于铜陵定 02 即将停止转股暨赎回前最后 半个交易日的重要提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 重要内容提示： 1.最后转股日：2025年10月10日 截至本公告披露时，距离"铜陵定02"停止转股并赎回仅剩最后半个 交易日（即2025年10月10日下午交易时段），2025年10月10日收市后，未 转股的"铜陵定02"将停止转股，剩余可转债将被强制赎回。若被强制赎 回，投资者可能面临损失。 2.本公司特别提醒"铜陵定02"持有人务必认真阅读本公告，充分了 解相关风险，注意最后转股时间，审慎作出投资决策。 特别提示： 证券代码：000630 证券简称：铜陵有色 债券代码：124024 债券简称：铜陵定02 转股价格：3.20元/股 转股期限：2024年3月27日至2029年9月20日 1."铜陵定02"赎回价格：100.063元/张（含当期应计利息，当期年 利率为1.1%，且当期利息含税），扣 ...

转自：每日经济新闻 据每日经济新闻消息，10月9日，铜陵有色(000630.SZ)公告称，公司股票连续三个交易日内日收盘价格 涨跌幅偏离值累计达到+20％，属于股票交易异常波动。经核实，公司前期披露的信息无需要更正、补 充之处，近期公共传媒未报道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，公司生 产经营正常，内部经营环境未发生重大变化。近期，公司主产品中阴极铜和黄金的市场价格累计涨幅较 大，铜精矿加工费低位运行。 ...

经济观察网 有色板块日内探底回升，铜方向领涨，江西铜业（600362）触及涨停，此前白银有色 （601212）2连板，北方铜业（000737）、洛阳钼业（603993）、兴业银锡（000426）续创历史新高， 云南铜业（000878）、铜陵有色（000630）、西部矿业（601168）涨幅靠前。消息面上，隔夜LME期 铜主力合约一度触及11000美元/吨，此外花旗将0 - 3个月铜价目标从每吨1.05万美元上调至1.1万美元， 预计2026年第二季度铜价平均达1.2万美元。 ...

Summary of Key Points from Conference Call Records Industry Overview - The conference call primarily discusses the non-ferrous metals industry, particularly focusing on iron ore, copper, cobalt, tin, and antimony markets, as well as the implications of geopolitical factors on these sectors [1][2][3][4][5][6][19][21]. Core Insights and Arguments Guinea Simandou Iron Ore Project - The Guinea Simandou iron ore project is expected to export without the need for a supporting smelting plant due to inadequate local power infrastructure [1][4]. - The project is projected to start logistics in 2025, with potential exports reaching 30 million to 60 million tons in 2026, and possibly 120 million tons in the next 2-3 years, significantly impacting global shipping trade [3]. Iron Ore Trade and Market Reactions - A potential pause in cooperation between China and BHP over settlement currency issues could significantly affect iron ore trade, although current overseas market reactions are muted [1][5]. - Domestic investors are more sensitive to these developments, as evidenced by stock movements in related companies [5]. Steel Industry Dynamics - Short-term control of iron ore imports to manage steel production is unlikely, with supply-side reforms being crucial for long-term industry health [1][6]. - High-quality companies like Baosteel and Hualing Steel are identified as having medium to long-term investment value due to low valuations and high dividend yields [6]. Copper Market Supply and Demand - The copper market is expected to face significant supply disruptions, with major producers like Teck Resources and Efenhau Mine lowering production forecasts [1][8]. - Global copper supply is projected to be tight in the first half of 2026, with prices potentially reaching historical highs of $12,000 to $14,000 per ton [1][12]. AI and Data Center Demand for Copper - The demand for copper is significantly driven by AI and data centers, with each cabinet now using approximately 300 kg of copper, leading to an annual increase in demand of about 100,000 tons from AI-related equipment alone [9][12]. Cobalt Market Trends - Cobalt prices have risen to around 350,000 RMB per ton, with expectations to reach 400,000 to 450,000 RMB in Q4 2025 [1][16]. - Companies like Huayou Cobalt are expected to see profit increases due to rising cobalt prices [1][16]. Tin and Antimony Market Outlook - China's antimony exports have shown a significant increase since August 2025, highlighting its strategic value amid U.S. supply chain concerns [2][19]. - Huaxi Nonferrous is projected to increase tin production by 66%, with profits potentially reaching 1.6 billion RMB [2][19]. Strategic Metal Valuation - The valuation of strategic metals like copper and silver is expected to rise due to increased global focus on these resources [13]. - Companies like Zijin Mining are projected to have significant profit potential based on current market conditions [13]. Other Important Insights - The overall performance of the non-ferrous metals market has been strong, with steel markets also showing positive trends influenced by the Guinea Simandou project [3]. - The importance of supply chain security and strategic resource management is emphasized, particularly in light of geopolitical tensions and trade restrictions [21][25]. - The recovery of tin and antimony supply chains is critical, with disruptions in Indonesia and Myanmar affecting global supply [19][20]. This summary encapsulates the key points discussed in the conference call, providing insights into market dynamics, company performance, and future trends in the non-ferrous metals industry.

智通财经APP讯， 铜陵有色(000630.SZ)发布公告，公司股票连续三个交易日内(2025年9月29日、2025年 9月30日、2025年10月9 日)日收盘价格涨跌幅偏离值累计达到+20%，根据《深圳证券交易所交易规则》 的相关规定，属于股票交易异常波动的情况。 近期，公司主产品中阴极铜和黄金的市场价格累计涨幅较大，铜精矿加工费低位运行。 公司、控股股东和实际控制人目前不存在关于公司的应披露而未披露的重大事项，或处于筹划阶段的重 大事项。 ...

Core Viewpoint - Multiple companies have announced significant collaborations, sales, and financial forecasts, indicating a dynamic market environment with potential investment opportunities and risks. Group 1: Collaborations and Agreements - Sairus's subsidiary signed a framework agreement with Volcano Engine to collaborate on intelligent robotics technology, focusing on the automotive industry's digital transformation [4] - Lichong Group entered a strategic cooperation agreement with Weijing Intelligent Technology to extend its business into humanoid robotics, enhancing the application of aluminum alloy materials in emerging industries [5][6] Group 2: Stock Transactions and Financial Impact - WuXi AppTec sold 30.3 million shares of WuXi AppTec, amounting to approximately HKD 2.346 billion, impacting its net profit by about RMB 4.351 billion for the fiscal year 2025 [7] - Zhonghuan Environmental Protection announced a change in its controlling shareholder, with a transfer price of RMB 598 million, leading to a resumption of stock trading [8] Group 3: Market Performance and Production Data - Wens Foodstuff reported sales of 3.3253 million pigs in September, generating revenue of RMB 4.975 billion, with a year-on-year price change of -15.16% for live pigs [16] - Muyuan Foods experienced a 22.46% decline in revenue from pig sales, totaling RMB 9.066 billion, with a significant drop in average sales price [17] - Qianli Technology reported a 976% increase in September's production of new energy vehicles, with total vehicle production rising by over 400% [18] Group 4: Profit Forecasts - Guangdong Mingzhu expects a net profit increase of 858.45% to 1071.44% for the first three quarters of 2025, with projected profits between RMB 215.18 million and RMB 262.99 million [19] - Great Material anticipates a net profit increase of approximately 213.92% for the same period, with revenues expected to reach around RMB 3.7 billion [20] - Kinglong Permanent Magnet forecasts a net profit growth of 157% to 179% for the first three quarters of 2025, with profits estimated between RMB 505 million and RMB 550 million [21] Group 5: Shareholding Changes - Huamao Logistics's controlling shareholder plans to increase its stake by RMB 64.5 million to RMB 129 million [24] - Weili announced that some directors and senior management intend to increase their holdings by RMB 6.5 million to RMB 13 million [25] - Qiaoyin Co. plans to reduce its shareholding by up to 6% [26] Group 6: Major Contracts and Bids - *ST Songfa's subsidiary signed contracts for six ultra-large crude oil tankers, with a total value of approximately USD 600 million to USD 900 million [33][34] - Shuangliang Energy won a bid for a project worth RMB 419 million, representing 3.21% of its audited revenue for 2024 [35] - Ningbo Construction's subsidiary won a bid for a construction project valued at RMB 1.41 billion [36]

洛阳钼业称，公司目前生产经营活动正常，生产成本和销售情况未出现大幅波动； 铜陵有色称，近期公司主产品中阴极铜和黄金的市场价格累计涨幅较大； 10月9日，金属铜概念股走强，铜陵有色、北方铜业、江西铜业、云南铜业等多股涨停。消息面上，国 庆假期（10月1日至10月8日），全球大宗商品市场上金属板块"涨声一片"。其中LME铜于10月8日创出 近一年高点10815美元/吨，期间累计涨幅达4.21%。 今日盘后，多只金属铜行业上市公司发布股票交易异常波动公告： 2连板江西铜业表示，近期公司主产品中阴极铜、黄金的市场价格累计涨幅较大。 ...

格隆汇10月9日丨铜陵有色(000630.SZ)公布股票交易异常波动公告，公司目前生产经营情况正常，公司 内部经营环境未发生重大变化。近期，公司主产品中阴极铜和黄金的市场价格累计涨幅较大，铜精矿加 工费低位运行。公司阴极铜、黄金等产品未来市场价格能否继续上涨或维持高位存在不确定性，敬请投 资者注意市场风险。 ...

每经AI快讯，10月9日，铜陵有色(000630.SZ)公告称，公司股票连续三个交易日内日收盘价格涨跌幅偏 离值累计达到+20％，属于股票交易异常波动。经核实，公司前期披露的信息无需要更正、补充之处， 近期公共传媒未报道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，公司生产经营正 常，内部经营环境未发生重大变化。近期，公司主产品中阴极铜和黄金的市场价格累计涨幅较大，铜精 矿加工费低位运行。 ...

人民财讯10月9日电，铜陵有色（000630）10月9日发布股票交易异常波动公告称，公司目前生产经营情 况正常，公司内部经营环境未发生重大变化。近期，公司主产品中阴极铜和黄金的市场价格累计涨幅较 大，铜精矿加工费低位运行。 ...