Group 1 - The core point of the article is that Tongling Nonferrous Metals Group Co., Ltd. announced a share buyback plan, having repurchased a total of 41,450,300 shares, which represents 0.32% of the company's total share capital as of August 31, 2025 [1]

Company Overview - Tongling Nonferrous Metals Group Co., Ltd. is located in Tongling City, Anhui Province, and was established on November 12, 1996. The company was listed on November 20, 1996. Its main business involves copper mining, smelting, and processing [1]. - The revenue composition of the company includes copper products (83.78%), gold and other by-products (13.58%), chemical and other products (2.18%), and others (0.46%) [1]. Financial Performance - For the first half of 2025, Tongling Nonferrous achieved operating revenue of 76.08 billion yuan, representing a year-on-year increase of 6.39%. However, the net profit attributable to shareholders decreased by 33.94% to 1.441 billion yuan [2]. - The company has cumulatively distributed dividends of 7.134 billion yuan since its A-share listing, with 2.816 billion yuan distributed over the past three years [3]. Stock Performance - As of September 3, the stock price of Tongling Nonferrous fell by 2.22% to 4.41 yuan per share, with a trading volume of 1.232 billion yuan and a turnover rate of 2.51%. The total market capitalization is 57.696 billion yuan [1]. - Year-to-date, the stock price has increased by 40.89%, with a 1.85% rise over the last five trading days, a 9.43% increase over the last 20 days, and a 38.24% rise over the last 60 days [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders is 288,200, a decrease of 1.02% from the previous period. The average circulating shares per person increased by 1.03% to 36,523 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the second-largest shareholder with 225 million shares (a decrease of 45.132 million shares), and various ETFs such as Huatai-PB CSI 300 ETF and E Fund CSI 300 ETF, which have increased their holdings [3].

每经AI快讯，铜陵有色（SZ 000630，收盘价：4.51元）9月2日晚间发布公告称，截至2025年8月31日， 公司通过股份回购专用证券账户以集中竞价方式回购公司股份约4145万股，占公司总股本的0.32%，最 高成交价4.2元/股，最低成交价2.87元/股，成交总金额约1.45亿元。 （记者 王晓波） 每经头条（nbdtoutiao）——人口流失、土地闲置的城市要不要撤并？专访国家发改委专家高国力：未 来不排除，目前没到这阶段 2025年1至6月份，铜陵有色的营业收入构成为：非贸易收入占比99.18%，贸易收入占比0.82%。 截至发稿，铜陵有色市值为590亿元。 ...

格隆汇9月2日丨铜陵有色(000630.SZ)公布，截至2025年8月31日，公司通过股份回购专用证券账户以集 中竞价方式回购公司股份41,450,300股，占公司总股本的0.32%，最高成交价4.20元/股，最低成交价2.87 元/股，成交总金额14,460.07万元(不含交易费用)。 ...

证券代码：000630 证券简称：铜陵有色 公告编号：2025－061 债券代码：124024 债券简称：铜陵定 02 关于股份回购进展情况的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 一、回购股份的基本情况 （一）铜陵有色金属集团股份有限公司（以下简称"公司"）分别于 2024 年 9 月 5 日、2024 年 9 月 20 日召开十届十三次董事会、2024 年第二次临时 股东大会，审议通过了《公司关于回购公司股份方案的议案》，基于对未来 发展的信心和对公司价值的认可，为维护广大投资者利益，增强投资者信心， 提升公司资本市场形象，在考虑经营情况、财务状况及未来发展战略的基础 上，同意公司以自有资金通过集中竞价交易方式回购公司股份，本次回购的 股份将用于转换上市公司发行的可转换为股票的公司债券。本次回购资金总 额不低于人民币 20,000.00 万元，不超过人民币 30,000.00 万元，回购价格 不超过人民币 4.60 元/股（含）。具体回购股份的数量以回购期限届满时实 际回购的股份数量为准。 本次回购股份的实施期限自公司股东大会审议通过回购股份 ...

Core Viewpoint - The announcement details a passive dilution of the controlling shareholder's stake in Tongling Nonferrous Metals Group Co., Ltd. due to the conversion of convertible bonds, which does not change the number of shares held by the controlling shareholder [1][2]. Group 1: Shareholder Changes - The controlling shareholder, Tongling Nonferrous Metals Group Holdings Co., Ltd., experienced a reduction in its shareholding percentage from 47.78% to 46.72% due to the issuance of new shares from the conversion of convertible bonds [1]. - The total number of shares increased from 12,792,920,401 to 13,082,994,710 following the conversion, resulting in a passive dilution of 1.06% for the controlling shareholder [1]. Group 2: Impact on Company Structure - The change in shareholding does not lead to a change in the controlling shareholder and will not affect the company's governance structure or its ongoing operations [2].

本次权益变动系铜陵有色金属集团股份有限公司（以下简称"公司"或 "铜陵有色"）可转债"铜陵定02"转股，导致控股股东铜陵有色金属集团 控股有限公司（以下简称"有色集团"）的持股比例被动稀释，权益变动前 后有色集团持股数量无变化，公司控股股东未发生变化。具体情况如下： 证券代码：000630 证券简称：铜陵有色 公告编号：2025－059 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 关于控股股东因可转债转股持股比例 被动稀释触及 1%整数倍的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 按照《证券法》第六 十三条的规定，是否 存在不得行使表决 权的股份 是□ 否☑ 如是，请说明对应股份数量及占现有上市公司股本的比例。 6．30%以上股东增持股份的说明（不适用） 本次增持是否符合《上市公司 收购管理办法》规定的免于要 约收购的情形 是□ 否□ 股东及其一致行动人法定期 限内不减持公司股份的承诺 7．备查文件 1．中国证券登记结算有限责任公司持股变动明细 ☑ 2．相关书面承诺文件 □ 3．律师的书面意见 □ 4．深交所要求的 ...

证券代码：000630 证券简称：铜陵有色 公告编号：2025-060 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 关于债券持有人持有可转债比例变动 达到 10%的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 一、可转换公司债券发行情况 2023年7月12日，经中国证券监督管理委员会《关于同意铜陵有色金属集团 股份有限公司发行股份和可转换公司债券购买资产并募集配套资金注册的批复》 （证监许可〔2023〕1529号）核准，铜陵有色金属集团股份有限公司（以下简称 "公司"）向特定对象发行可转换公司债券21,460,000张，面值100元/张，募集 资金总额为人民币2,146,000,000元。 经深圳证券交易所同意，上述可转债于2024年3月6日起在深圳证券交易所挂 牌，债券简称"铜陵定02"，债券代码"124024"。 二、可转债持有比例变动情况 （一）2023年9月，诺德基金管理有限公司（以下简称"诺德基金"）认购 "铜陵定02"10,000,000张，占公司本次可转债发行总量的46.60%。 | 具体变动情况如下： ...

Group 1 - As of August 29, the metal nickel concept increased by 1.67%, ranking 10th among concept sectors, with 24 stocks rising, including Shengtun Mining hitting the daily limit, and other notable increases from Lanxiao Technology, Xiangtan Electric, and Xingye Silver Tin at 7.01%, 5.94%, and 4.87% respectively [1] - The metal nickel sector saw a net inflow of 1.16 billion yuan from main funds today, with 15 stocks receiving net inflows, and 9 stocks exceeding 50 million yuan in net inflows, led by Huayou Cobalt with a net inflow of 441 million yuan [2] - The top three stocks by net inflow rate were Shengtun Mining at 13.51%, China Metallurgical Group at 10.89%, and Huayou Cobalt at 7.84% [3] Group 2 - The metal nickel concept had a total of 24 stocks rising, with the highest increase from Shengtun Mining at 10.04%, followed by Huayou Cobalt at 3.18% and Xiangtan Electric at 5.94% [4] - Stocks with significant declines included *ST Qingyan at -3.67%, ST Hezhong at -1.88%, and Huaxin Environmental at -1.63% [5] - The trading volume and turnover rates for the top stocks in the metal nickel sector indicate strong investor interest, with notable turnover rates for Shengtun Mining at 10.53% and Xiangtan Electric at 13.73% [3][4]

Core Insights - The appreciation of the Renminbi has positively impacted certain sectors, with the Renminbi appreciation beneficiary sector rising by 0.25% compared to the previous trading day [1] - The Shanghai Composite Index closed at 3857.93, up 0.37%, while the Shenzhen Component Index closed at 12696.15, up 0.99% [1] Sector Performance - Leading the Renminbi appreciation beneficiary sector was Caesar Travel, which saw a closing price of 5.92, an increase of 10.04% with a trading volume of 1.73 million shares and a transaction value of 99.56 million [1] - Other notable performers included Tongling Nonferrous Metals with a closing price of 4.51, up 3.44%, and Sun Paper with a closing price of 15.36, up 3.09% [1] Capital Flow Analysis - The Renminbi appreciation beneficiary sector experienced a net outflow of 620 million yuan from institutional investors, while retail investors saw a net inflow of 308 million yuan [2] - The capital flow data indicates that while institutional investors withdrew funds, retail investors were more active in purchasing shares within this sector [2][3] Individual Stock Insights - Caesar Travel had a net inflow of 247 million yuan from institutional investors, but a net outflow of 99.66 million yuan from speculative funds [3] - In contrast, Tongling Nonferrous Metals experienced a net outflow of 10.02% from speculative funds, indicating a lack of interest from this investor group [3]