证券代码：000630 证券简称：铜陵有色 公告编号：2025-073 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，财通基金管理有限公司（以下简称"财通基金"）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%。 （二）2024年12月3 ...

Group 1 - UBS raised its gold price forecast for the end of 2025 by $300 to $3,800 per ounce and for mid-2026 by $200 to $3,900 per ounce, citing expectations of a loosening monetary policy by the Federal Reserve and a weakening dollar related to interest rate cuts and geopolitical risks [1] - The gold ETF holdings are expected to exceed 3,900 tons by the end of 2025, approaching previous record levels, driven by increased confidence in gold as a safe-haven asset amid declining trust in dollar assets and ongoing regional risks [1] - As of September 11, gold futures prices have significantly increased, attracting over 100 billion yuan in capital, with a cumulative increase of over 17 billion yuan in September alone [1] Group 2 - As of September 12, the gold stock ETF fund has seen a net value increase of 52.20% over the past six months, ranking 67 out of 3,610 index stock funds, placing it in the top 1.86% [4] - The gold stock ETF fund has a management fee of 0.50% and a custody fee of 0.10%, closely tracking the CSI Hong Kong and Shanghai Gold Industry Index, which includes 50 large-cap companies involved in gold mining, refining, and sales [5] - The top ten weighted stocks in the CSI Hong Kong and Shanghai Gold Industry Index account for 66.52% of the index, with major companies including Zijin Mining and Shandong Gold [6]

Investment Rating - The report maintains a "Positive" investment rating for the industry [9] Core Insights - The report emphasizes the recovery of the silver-gold ratio and the simultaneous rise in copper and aluminum prices due to both domestic and international factors [5][6] - Weak employment data in the U.S. has led to increased expectations for a 50 basis point rate cut in September, which is expected to boost precious metals [5][6] - The report suggests that while gold remains a focus for investment, the recovery of the silver-gold ratio indicates potential for silver as well [5][6] Summary by Sections Precious Metals - The report highlights the weak performance of the U.S. labor market and its implications for precious metals, particularly gold and silver [5][6] - It suggests that gold stocks may experience a quarterly-level resonance in terms of price, valuation, and style due to anticipated rate cuts [5][6] - For silver, the report advises attention to its potential to converge with gold as inflation expectations rise [5][6] Industrial Metals - Industrial metals have seen a broad increase, with LME copper rising by 1.7% and aluminum by 3.8% [6][27] - The report notes that domestic policies aimed at stabilizing growth are expected to enhance demand outlook [6] - It indicates that while demand for copper and aluminum may decline in the second half of the year, supply constraints will limit the extent of this decline [6] Strategic and Minor Metals - The report discusses the strategic reassessment of rare earths and tungsten, with a focus on their long-term value due to government policies and market dynamics [7] - It highlights the upward price trend for cobalt and nickel, driven by supply constraints and increasing demand in the battery sector [7] - The report also mentions the bottoming out of lithium prices, with a cautious outlook on future price movements [7]

Core Viewpoint - The company, Tongling Nonferrous Metals Group Co., Ltd., is set to pay interest on its convertible bonds "Tongling Ding 02" on September 22, 2025, with a total issuance of 21,460,000 bonds and a fundraising amount of approximately RMB 2.146 billion [6][12]. Group 1: Bond Issuance Details - The total amount of convertible bonds issued is 21,460,000, raising RMB 2,146,000,000, with a net amount of RMB 2,130,432,108.42 after deducting issuance costs [6][12]. - The bond has a maturity period of 6 years, from September 21, 2023, to September 20, 2029, with a conversion period from March 27, 2024, to September 20, 2029 [7][8]. Group 2: Interest Payment Information - The interest payment for the second year will be made on September 22, 2025, covering the period from September 21, 2024, to September 20, 2025, at a rate of 0.60%, resulting in an interest payment of RMB 6.00 for every 10 bonds [4][12]. - The bondholders must hold the bonds until the registration date of September 19, 2025, to receive the interest payment [4][14]. Group 3: Taxation and Payment Process - Individual bondholders will have a 20% tax withheld on the interest income, resulting in a net payment of RMB 4.80 for every 10 bonds [12][13]. - Non-resident enterprises are exempt from corporate income tax and value-added tax on the interest income until December 31, 2025 [17].

证券代码：000630 证券简称：铜陵有色 公告编号：2025－071 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 关于可转换公司债券 2025 年付息公告 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。 特别提示： 1、"铜陵定02"将于2025年9月22日按面值支付第二年利息，每10张"铜 陵定02"（面值1,000元）利息为6.00元（含税）。 2、债权登记日：2025年9月19日。 3、除息日：2025年9月22日。 4、付息日：2025年9月22日。 5、票面利率：第一年为0.10%、第二年为0.60%、第三年为1.10%、第四 年为1.60%、第五年为2.10%、第六年为2.60%，到期赎回率为本次可转债票面 面值的110%（含最后一年利息）。 6、"铜陵定02"本次付息的债权登记日为2025年9月19日，凡在2025年9 月19日（含）前买入并持有本期债券的投资者享有本次派发的利息；2025年9 月19日卖出本期债券的投资者不享有本次派发的利息。在2025年9月19日（含） 前申请转换成公司股票的可转换公司债券， ...

证券日报网讯 9月12日晚间，铜陵有色发布公告称，根据安排，截至2025年10月13日收市后仍未转股 的"铜陵定02"将被强制赎回。本次赎回完成后，"铜陵定02"将在深圳证券交易所摘牌。投资者持有 的"铜陵定02"存在被质押或冻结情形的，建议在停止转股日前解除质押或冻结，以免出现因无法转股而 被强制赎回的情形。 （文章来源：证券日报） ...

Group 1 - As of September 12, the metal nickel concept increased by 1.78%, ranking 7th among concept sectors, with 25 stocks rising, including Shengda Resources and Shanshan Co., which hit the daily limit [1] - Notable gainers in the nickel sector included Xingye Yinxin, Tongling Nonferrous Metals, and Western Mining, which rose by 7.43%, 6.76%, and 4.96% respectively [1] - The sector saw a net inflow of 1.178 billion yuan, with 23 stocks receiving net inflows, and 7 stocks exceeding 100 million yuan in net inflow, led by Shanshan Co. with 653 million yuan [2] Group 2 - The top stocks by net inflow ratio included Shengda Resources, Shanshan Co., and Shengtun Mining, with net inflow ratios of 19.65%, 19.10%, and 10.61% respectively [3] - The trading volume and turnover rates for key stocks were highlighted, with Shanshan Co. showing a turnover rate of 13.63% and a price increase of 9.97% [3] - Other notable stocks included Greenme and Xingye Yinxin, with net inflows of 159 million yuan and 140 million yuan respectively [2][3]

Group 1 - The core viewpoint of the news is that Tongling Nonferrous Metals Group Co., Ltd. experienced a stock price increase of 5.18%, reaching 4.67 CNY per share, with a trading volume of 1.1 billion CNY and a turnover rate of 2.23%, resulting in a total market capitalization of 61.098 billion CNY [1] - The company, established on November 12, 1996, and listed on November 20, 1996, primarily engages in copper mining, smelting, and processing, with revenue composition as follows: copper products 83.78%, gold and other by-products 13.58%, chemical and other products 2.18%, and others 0.46% [1] Group 2 - From the perspective of the top ten circulating shareholders, Huatai-PB Fund's Huatai-PB CSI 300 ETF (510300) increased its holdings by 14.832 million shares in the second quarter, now holding 137 million shares, which accounts for 1.3% of the circulating shares, with an estimated floating profit of approximately 31.596 million CNY [2] - The Huatai-PB CSI 300 ETF was established on May 4, 2012, with a current scale of 374.704 billion CNY, achieving a year-to-date return of 18.06% and a one-year return of 45.96%, ranking 2866 out of 4222 and 2250 out of 3800 respectively [2]

证券代码：000630 证券简称：铜陵有色 公告编号：2025－070 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 关于提前赎回铜陵定 02 的第六次提示性 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。 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），扣税后的赎回价格以中国证券登记结算 有限责任公司深圳分公司（以下简称"中登公司"）核准的价格为准。 2.赎回条件满足日：2025年9月4日 3.赎回登记日：2025年10月10日 4.赎回日：2025年10月13日 5.停止转让日：2025年9月30日 6.停止转股日：2025年10月13日 7.发行人资金到账日（到达中登公司账户）：2025年10月16日 8.投资者赎回款到账日：2025年10月20日 一、可转换公司债券基本情况 9 ...

Group 1 - Northern Copper Industry reached a trading limit increase, indicating strong market performance [1] - Electrical alloy stocks surged over 10%, reflecting positive investor sentiment [1] - Other companies such as Yunnan Copper, Tongling Nonferrous Metals, Western Mining, and Jiangxi Copper also experienced significant gains [1]