Core Viewpoint - The announcement details the conversion of the company's convertible bonds "铜陵定02" and the changes in the company's share capital structure, highlighting the bond's conversion period and price adjustments [1]. Group 1: Convertible Bond Issuance - The company received approval from the China Securities Regulatory Commission on July 12, 2023, to issue 2,140,476,679 shares and 3,336,626 convertible bonds to purchase related assets, with a fundraising limit of up to 2.146 billion yuan [1]. - A total of 21,460,000 convertible bonds were issued, with the bond code "124024" and the bond name "铜陵定02," which were registered on October 23, 2023 [1]. Group 2: Conversion Price Adjustments - The initial conversion price was set at 3.38 yuan per share, which was adjusted to 3.30 yuan and then further reduced to 3.20 yuan due to annual equity distribution adjustments [1]. Group 3: Conversion and Share Capital Changes - As of the announcement, the remaining number of convertible bonds "铜陵定02" is 21,419,990, with the remaining amount reflecting the company's capital structure [1][2].

证券代码：000630 证券简称：铜陵有色 公告编号：2025－050 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。 三、其他说明 公司回购股份的时间、回购股份的数量及集中竞价交易的委托时段等均 符合《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》及公司回购股份方案的相关规定。具体情况如下： 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 ...

证券代码：000630 证券简称：铜陵有色 公告编号：2025－051 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 2025 年第二季度可转换公司债券转股 情况的公告 一、可转债发行上市基本情况 （一）2023年7月12日，中国证券监督管理委员会核发了《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），同意公司向铜陵有色金属 集团控股有限公司发行2,140,476,679股股份、3,336,626张可转换公司债券 购买相关资产的注册申请；同意公司发行可转换公司债券募集配套资金不超 过214,600万元的注册申请。 1 （二）根据中国证券登记结算有限责任公司深圳分公司出具的《证券初 始登记确认书》，本次向特定对象发行可转换公司债券募集配套资金合计发 行可转债21,460,000张，债券代码"124024"、债券简称"铜陵定02"，该 等可转债已于2023年10月23日在中国证券登记结算有限责任公司深圳分公司 完成了登记。 根据《铜陵有色金属集团股份有限公司发行股份、可转换公司债券及支 付现 ...

Core Viewpoint - The recent surge in copper prices is primarily driven by optimism surrounding the U.S. "Big and Beautiful" bill and a weakening U.S. dollar, which has created a favorable environment for copper and other base metals [3][4][8]. Group 1: Copper Price Movement - International copper prices spiked, reaching a high of $9,984, with a rise of over 1% [1][6]. - Domestic copper futures also saw an increase, closing up by 1.09% [2][6]. - The surge in copper prices has positively impacted related stocks, such as Yunnan Copper and Jiangxi Copper, which experienced significant gains [2]. Group 2: Market Drivers - The optimism in the market is largely attributed to the voting process of the U.S. "Big and Beautiful" bill, which is expected to boost market confidence [3]. - The U.S. dollar index has fallen below 97, marking a decline of over 10% in the first half of the year, the worst performance since 1973 [4][8]. - Analysts predict that the Federal Reserve may implement interest rate cuts starting in September 2025, further supporting the prices of base metals [8]. Group 3: Fundamental Support - The current copper price is supported by both macroeconomic factors and fundamentals, with expectations of a trade agreement among major partners and increased fiscal deficits due to the U.S. bill [10]. - LME copper inventories are declining, and there is a significant increase in the premium for copper, indicating tightening supply conditions [11]. - The market is currently in a tight balance regarding refined copper supply, with limited production increases expected [11]. Group 4: Future Outlook - Goldman Sachs has raised its forecast for LME copper prices for the second half of 2025 from $9,140 to $9,890 per ton, expecting a peak of $10,050 in August [13]. - The outlook for copper prices remains positive, with expectations of reaching $10,000 to $11,000 per ton in the second half of the year, contingent on macroeconomic policies and global economic recovery [12].

Group 1 - The copper concept sector increased by 1.95%, ranking 6th among concept sectors, with 58 stocks rising, including Northern Copper, which hit the daily limit, and Jin Chengxin, Jiangxi Copper, and Jintian Co., which rose by 6.70%, 6.12%, and 6.05% respectively [1][2] - The main capital inflow into the copper concept sector was 281 million yuan, with 35 stocks receiving net inflows, and 5 stocks seeing inflows exceeding 50 million yuan, led by Northern Copper with a net inflow of 244 million yuan [2][3] - The net inflow ratios for Northern Copper, Xiyu Co., and ST Shengtun were 19.90%, 15.00%, and 11.19% respectively, indicating strong investor interest in these stocks [3] Group 2 - The top gainers in the copper concept sector included Northern Copper, which rose by 10.03%, and Xiyu Co., which increased by 5.95%, while the top losers included Huamao Co., which fell by 7.56% [3][6] - The trading volume and turnover rates for the leading stocks in the copper sector showed significant activity, with Northern Copper having a turnover rate of 6.86% and Xiyu Co. at 4.85% [3][4] - The overall performance of the copper concept sector reflects a positive sentiment among investors, as evidenced by the substantial net inflows and the number of stocks experiencing gains [2][5]

Group 1 - The gold concept sector saw an increase of 1.71%, ranking 8th among concept sectors, with 55 stocks rising, including Jin Yi Culture, Northern Copper, and Zhuhai Group hitting the daily limit [1] - Notable gainers included Jin Chengxin (up 6.70%), Jiangxi Copper (up 6.12%), and Quzhou Development (up 6.05%), while major decliners were Western Gold (down 2.83%), Shandong Gold (down 2.81%), and Caibai Co. (down 2.04%) [1] - The gold concept sector experienced a net inflow of 178 million yuan, with 35 stocks receiving net inflows, and six stocks seeing inflows exceeding 50 million yuan, led by Northern Copper with a net inflow of 244 million yuan [1] Group 2 - In terms of capital inflow ratios, Jin Yi Culture, Northern Copper, and ST Shengtun had the highest net inflow rates at 22.51%, 19.90%, and 11.19% respectively [2] - The top stocks by net inflow included Northern Copper (10.03% increase), Jin Yi Culture (10.13% increase), and Tongling Nonferrous Metals (3.42% increase) [2] - Other notable stocks with significant net inflows were Luoyang Molybdenum (up 5.06%) and Quzhou Development (up 6.05%) [2] Group 3 - The overall performance of the gold sector was mixed, with some companies like Western Gold and Shandong Gold facing declines, while others like Northern Copper and Jin Yi Culture showed strong gains [1][2] - The data indicates a strong interest from institutional investors in the gold sector, as evidenced by the significant net inflows into key stocks [1][2]

证券代码：000630 证券简称：铜陵有色 债券代码：124023 债券简称：铜陵定转 债券代码：124024 债券简称：铜陵定02 2024 本报告依据《公司债券发行与交易管理办法》（以下简称"《管理办法》"） 《公司债券受托管理人执业行为准则》《铜陵有色金属集团股份有限公司向特定 对象发行可转换公司债券之债券受托管理协议》（以下简称"《受托管理协议》"） 《铜陵有色金属集团股份有限公司发行股份、可转换公司债券及支付现金购买资 产并募集配套资金暨关联交易报告书》（以下简称"《重组报告书》"）《铜陵有 色金属集团股份有限公司 2024 年年度报告》等相关公开信息披露文件、第三方 中介机构出具的专业意见等，由本次债券受托管理人国泰海通证券股份有限公司 （以下简称"国泰海通"）编制。 本报告不构成对投资者进行或不进行某项行为的推荐意见，投资者应对相关 事宜做出独立判断，而不应将本报告中的任何内容据以作为国泰海通所作的承诺 或声明。在任何情况下，投资者依据本报告所进行的任何作为或不作为，国泰海 通不承担任何责任。 | 4 | | --- | | 12 | | 13 | | 15 | | 18 | | 19 | | ...

Group 1 - The company has adjusted the maximum repurchase price for its shares from RMB 4.60 per share to RMB 4.50 per share, effective from June 23, 2025 [1] - The total amount for the share repurchase is set between RMB 200 million and RMB 300 million, with the repurchase period not exceeding twelve months from the approval date [1] - The company plans to distribute a cash dividend of RMB 1.00 per 10 shares to all shareholders, with the record date set for June 20, 2025 [1] Group 2 - The adjustment in the repurchase price is due to the distribution of cash dividends, calculated as the previous maximum repurchase price minus the cash dividend per share [1] - The estimated number of shares to be repurchased is up to 66,666,666 shares, which represents approximately 0.52% of the company's total share capital, based on the upper limit of the repurchase fund [1] - The company will continue to disclose information regarding the repurchase plan in accordance with market conditions and regulatory requirements [1]

Group 1 - The company announces the resumption of conversion for its convertible bond "铜陵定 02" on June 23, 2025, following the equity distribution registration date for the 2024 fiscal year [1][2] - The conversion suspension period for "铜陵定 02" is from June 12, 2025, to June 20, 2025, which is the equity distribution registration date [1][2] - The announcement is made in accordance with relevant regulations and previous disclosures regarding the issuance of convertible bonds and equity distribution [1]

铜陵有色金属集团股份有限公司 关于铜陵定 02 恢复转股的提示性公告 证券代码：000630 证券简称：铜陵有色 公告编号：2025－049 债券代码：124024 债券简称：铜陵定 02 根据相关规定，"铜陵定 02"将在 2024 年度权益分派股权登记日（即 2025 年 6 月 20 日）后的第一个交易日（即 2025 年 6 月 23 日）起恢复转股。敬请公司可转换公司 1 债券持有人注意。 特此公告 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： 债券代码：124024 债券简称：铜陵定 02； 恢复转股时间：公司 2024 年度权益分派股权登记日后的第一个交易日（即 2025 年 6 月 23 日） 铜陵有色金属集团股份有限公司（以下简称"公司"）因实施 2024 年度权益分派， 根据《铜陵有色金属集团股份有限公司发行股份、可转换公司债券及支付现金购买资产 并募集配套资金暨关联交易报告书》《铜陵有色金属集团股份有限公司关于发行股份、 可转换公司债券及支付现金购买资产并募集配套资金暨关联交易之向特定对象发行可 转换公司债券募集配套资金发行 ...