Core Insights - Jinling Mining (000655) reported a revenue of 479 million yuan for Q3 2025, representing a year-on-year increase of 17.78% [1] - The net profit attributable to shareholders for Q3 was 70.17 million yuan, showing a slight growth of 0.25% year-on-year [1] - For the first three quarters of 2025, the net profit attributable to shareholders reached 220 million yuan, marking a significant year-on-year increase of 47.09% [1] - The company announced a profit distribution plan for the first three quarters of 2025, proposing a cash dividend of 0.50 yuan (including tax) per 10 shares to all registered shareholders as of the dividend announcement date [1]

Group 1 - The core point of the article is that Jinling Mining has reported a net profit of 220 million yuan for the first three quarters, representing a year-on-year increase of 47.09% [1] Group 2 - Jinling Mining's financial performance indicates strong growth, with a significant increase in net profit compared to the previous year [1] - The reported net profit of 220 million yuan highlights the company's robust operational efficiency and market position [1] - The year-on-year growth rate of 47.09% suggests positive trends in the mining industry, potentially attracting investor interest [1]

Core Viewpoint - Jinling Mining (000655.SZ) reported a strong performance in the third quarter, with significant year-on-year growth in both revenue and net profit [1] Financial Performance - The company achieved a revenue of 1.247 billion yuan in the first three quarters, representing a year-on-year increase of 12.98% [1] - The net profit attributable to shareholders reached 220 million yuan, marking a year-on-year growth of 47.09% [1] - The net profit excluding non-recurring gains and losses was 206 million yuan, reflecting a year-on-year increase of 46.05% [1]

山东金岭矿业股份有限公司 2025 年第三季度报告 证券代码：000655 证券简称：金岭矿业 公告编号：2025-040 山东金岭矿业股份有限公司 2025 年第三季度报告 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。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重 大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、 完整。 3.第三季度财务会计报告是否经过审计 □是 否 1 山东金岭矿业股份有限公司 2025 年第三季度报告 一、主要财务数据 （一） 主要会计数据和财务指标 单位：元 项目 本报告期金额 年初至报告期期末金额 说明 非流动性资产处置损益（包括已计提资产减值 准备的冲销部分） 162,245.40 计入当期损益的政府补助（与公司正常经营业 务密切相关、符合国家政策规定、按照确定的 标准享有、对公司损益产生持续影响的政府补 助除外） 710,742.75 710,742.75 ...

Core Insights - The steel raw materials sector experienced a slight increase of 0.27% on October 10, with Guangdong Mingzhu leading the gains [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Stock Performance - Guangdong Mingzhu (600382) saw a closing price of 6.86, with a significant increase of 9.94% and a trading volume of 88,600 shares, amounting to a transaction value of 160.79 million yuan [1] - Other notable performers included: - My Industry (000655) with a closing price of 10.07, up 2.97% [1] - Fangda Carbon (600516) at 5.46, up 2.82% [1] - Ordos (600295) at 10.76, up 2.57% [1] - Conversely, Steel Titanium Co. (000629) decreased by 0.64% to 3.11, and Hainan Mining (696109) fell by 0.67% to 8.89 [1] Capital Flow - The steel raw materials sector experienced a net outflow of 187 million yuan from main funds, while retail investors contributed a net inflow of 175 million yuan [1] - The detailed capital flow for key stocks showed: - Guangdong Mingzhu had a main fund net inflow of 16.84 million yuan, but retail investors had a net outflow of 8.75 million yuan [2] - My Industry (000655) had a main fund net inflow of 21.49 million yuan, with retail investors showing a net outflow of 65.97 million yuan [2] - Hainan Mining (601969) faced a significant main fund net outflow of 28.01 million yuan, while retail investors had a net inflow of 36.26 million yuan [2]

Core Viewpoint - The A-share market has seen a rally in steel stocks, with notable performances from several companies [1] Group 1: Company Performance - Wujin Stainless Steel reached its daily limit up [1] - Guangdong Mingzhu previously hit the limit up [1] - Jinling Mining, Shandong Steel, Changbao Co., Sansteel Minguang, and Hualing Steel also experienced gains [1]

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。 一、股东会审议通过利润分配方案的情况 1.2025 年 5 月 28 日，山东金岭矿业股份有限公司（以下简称"公司" 或"本公司"）召开 2024 年度股东会审议通过了《关于 2025 年中期分红安 排的议案》，同意授权公司董事会根据 2024 年度股东会决议在符合利润分配 的条件下制定具体的中期分红方案。公司在当期盈利、累计未分配利润为正 且公司现金流可以满足正常经营和持续发展的需求的情况下，以当时总股本 为基数，派发现金红利总金额不超过相应期间归属于上市公司股东净利润的 30%。具体内容详见公司于 2025 年 3 月 29 日在《中国证券报》《证券日报》 《证券时报》及巨潮资讯网（www.cninfo.com.cn）披露的《第十届董事会 第五次会议决议公告》（公告编号：2025-009）。 2.2025 年 8 月 21 日，公司召开第十届董事会第八次会议审议通过了《关 于 2025 年半年度利润分配预案的议案》，具体内容如下：以公司当前总股本 595,340,230 股为基数，向截至分红派息公告确定的股权 ...

Market Overview - The steel raw materials sector increased by 4.06% compared to the previous trading day, with Jinling Mining leading the gains [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Stock Performance - Jinling Mining (000655) closed at 9.78, with a rise of 10.01% and a trading volume of 106,400 shares, totaling a transaction value of 104 million yuan [1] - Hebei Steel Resources (000923) rose by 9.99% to 19.70, with a trading volume of 496,700 shares and a transaction value of 265.96 million yuan [1] - Dazhong Mining (001203) increased by 5.91% to 13.44, with a trading volume of 346,600 shares and a transaction value of 464 million yuan [1] - Other notable stocks include Baodi Mining (601121) up 4.86%, Hainan Mining (696109) up 4.19%, and Guangdong Mingzhu (600382) up 3.14% [1] Capital Flow - The steel raw materials sector saw a net inflow of 91.68 million yuan from main funds, while retail funds experienced a net inflow of 45.44 million yuan [1] - The main funds showed a significant net inflow in Hebei Steel Resources, amounting to 88.93 million yuan, while retail funds had a net outflow of 14.83 million yuan [2] - Jinling Mining had a net inflow of 47.12 million yuan from main funds, but retail funds saw a net outflow of 25.86 million yuan [2]

Group 1 - The steel sector experienced an initial surge, with Jinling Mining hitting the daily limit up [1] - Other companies such as Bayi Steel, Baodi Mining, Dazhong Mining, Hainan Mining, and Guangdong Mingzhu also saw increases in their stock prices [1]

Group 1 - Iron ore concept stocks have declined significantly, with Hong Kong's iron ore stock (1029.HK) dropping nearly 5%, and A-share companies such as Jinling Mining (000655.SZ) hitting the daily limit down, while Hainan Mining (601969.SH), Hebei Xuan Engineering (000923.SZ), and Hongda Mining (600532.SH) all fell over 6% [1] - The Dalian Commodity Exchange's main iron ore contract experienced a drop of over 5%, reaching a low of 856 yuan per ton [2] - Market participants believe that as steel mill profits shrink, the demand intensity for iron ore may weaken, especially if the profits do not improve in the second half of the year [3] Group 2 - Brazilian shipments have returned to normal, and Australian shipments are expected to normalize by the end of July. Last week, the decline in iron ore inventory has slowed down, and temporary production restrictions for northern steel mills are anticipated during the National Day holiday, which may put pressure on the iron ore fundamentals [4]