人民财讯9月5日电，中钨高新（000657）9月5日在业绩说明会上表示，钨价保持高位运行，整体有利于 公司业绩。一方面，公司在资源端拥有优质矿山企业，直接受益于钨价及其他伴生金属价格的上涨。另 一方面，公司下游硬质合金板块坚持创新引领，产品结构不断优化，高附加值产品比重不断提升，有利 于抵御原料价格波动带来的风险。 ...

编号：2025-05 中钨高新材料股份有限公司 证券代码：000657 证券简称：中钨高新 投资者关系活动记录表 | | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 业绩说明会 | | 活动类别 | □新闻发布会 路演活动 | | | □现场参观 | | | □其他（请文字说明其他活动内容） | | 参与单位 | 通过"互动易"参与公司业绩说明会的投资者 | | 及人员 | | | 时间 | 9 月 5 日下午 15：30-16：30 | | 地点 | 深交所互动易平台 | | 形式 | 线上交流 | | 上市公司 | 董事长李仲泽；董事、总经理沈慧明；财务总监胡佳超；副总 | | 接待人员 | 经理、董事会秘书王丹；独立董事张占魁 一、五矿集团在海外的钨矿目前如何布局？海外 | | | 矿产资源是否也会注入到上市公司？ 中钨高新是中国五矿旗下钨产业的运营管理平 | | 交流内容及 | 台，拥有集矿山、冶炼、精深加工于一体的完整钨产 | | 具体问答记 | 业链。我们将持续积极关注国内外并购机遇，后续如 | | 录 | 有相关计划，公司会严格按照相关法律法 ...

Market Overview - The non-ferrous metal sector has seen a strong rebound, with the Shenwan Non-Ferrous Metal Index rising by 8.59% over the past two weeks, ranking fifth among 31 primary industries [7] - The market has shown significant structural differentiation, with small metals, precious metals, and new materials performing particularly well, while rare earths, copper, and aluminum have attracted substantial capital [1][2] Precious Metals - Gold and silver prices have strengthened, with COMEX gold closing at $3,516 per ounce, reflecting a year-to-date increase of 31.63%, while silver has risen by 35.88% [1][17] - The demand for gold from global central banks continues to rise, enhancing its financial attributes, leading to increased investment in companies like Shandong Gold, Zhongjin Gold, and Hunan Gold [1][17] Industrial Metals - Copper prices have shown a strong upward trend, with LME copper settling at $9,805 per ton, up 12.89% year-to-date, driven by expectations of increased infrastructure investment and demand from the renewable energy sector [2][23] - Aluminum prices are constrained by production capacity limits, with domestic electrolytic aluminum capacity reaching 44 million tons, while demand from the new energy sector remains robust [2][27] Rare Earths - The rare earth sector has experienced a strong performance, with the rare earth price index rising by 6.39% over the past two weeks and 37.44% year-to-date [2][41] - Recent policy changes have tightened supply controls, benefiting companies like China Rare Earth, Northern Rare Earth, and Shenghe Resources [2][41][55] Small Metals - The small metals sector has seen significant price increases, with black tungsten concentrate prices rising by 24.26% over the past two weeks and 75.52% year-to-date [3][30] - Tin prices have also increased due to raw material shortages and recovering semiconductor demand, benefiting companies like Tin Industry Co., Huaxi Nonferrous Metals, and Xingye Silver Tin [3][31] Energy Metals - The energy metals sector has shown mixed performance, with electrolytic cobalt prices rising by 1.33% over the past two weeks and 86.71% year-to-date, while lithium carbonate prices have decreased by 3.69% in the short term but remain positive year-to-date [3][47][49] - Companies like Zijin Mining, Ganfeng Lithium, and Huayou Cobalt are positioned well across multiple supply chains, benefiting from low inventory and downstream replenishment demand [3][47] Fund Flow and Market Sentiment - The non-ferrous metal ETF has seen record trading volumes, with significant inflows into rare earth and copper sectors, indicating strong market sentiment and recognition of the sector's growth potential [3][56] - The market is shifting towards low-valuation, high-growth segments, with leading companies benefiting from favorable conditions [3][56]

9月3日，中钨高新盘中下跌2.01%，截至09:47，报20.91元/股，成交3.22亿元，换手率1.21%，总市值 476.53亿元。 截至6月30日，中钨高新股东户数4.68万，较上期减少8.15%；人均流通股26620股，较上期增加8.85%。 2025年1月-6月，中钨高新实现营业收入78.49亿元，同比增长15.31%；归母净利润5.10亿元，同比增长 247.28%。 分红方面，中钨高新A股上市后累计派现8.80亿元。近三年，累计派现8.54亿元。 机构持仓方面，截止2025年6月30日，中钨高新十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股2991.58万股，相比上期增加461.67万股。南方中证1000ETF（512100）位居第六大流通股 东，持股840.49万股，相比上期增加213.78万股。银华心佳两年持有期混合（010730）位居第九大流通 股东，持股532.35万股，相比上期减少148.00万股。华夏中证1000ETF（159845）位居第十大流通股 东，持股496.35万股，为新进股东。 责任编辑：小浪快报 今年以来中钨高新已经2次登上龙虎榜，最近一次登上龙虎榜为7 ...

Group 1 - The stock price of Zhongtung High-tech has increased by 5.17% on September 1, reaching 21.75 CNY per share, with a trading volume of 2.163 billion CNY and a turnover rate of 8.16%, resulting in a total market capitalization of 49.567 billion CNY [1] - Zhongtung High-tech's stock has risen for six consecutive days, with a cumulative increase of 13.56% during this period [1] - The company specializes in the research, development, production, sales, and trade of hard alloys and rare metals such as tungsten, molybdenum, tantalum, and niobium, with its main business revenue composition being: 34.74% from ore and powder products, 23.13% from other hard alloys, 21.68% from cutting tools, 16.23% from refractory metals, and 4.22% from trade and equipment [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Guotai Fund has a significant holding in Zhongtung High-tech. The Guotai Jinlong Industry Select Mixed Fund (020003) held 2.4285 million shares in the second quarter, accounting for 3.45% of the fund's net value, making it the third-largest heavy stock [2] - The floating profit from the stock during the six-day increase is approximately 599.84 thousand CNY, with a current floating profit of about 259.85 thousand CNY [2] - The Guotai Jinlong Industry Select Mixed Fund (020003) has a total asset scale of 834 million CNY, with a year-to-date return of 20.28% and a one-year return of 49.65% [2]

9月1日，中钨高新涨5.17%，截至发稿，报21.75元/股，成交21.63亿元，换手率8.16%，总市值495.67亿 元。中钨高新股价已经连续6天上涨，区间累计涨幅13.56%。 资料显示，中钨高新材料股份有限公司位于湖南省株洲市荷塘区钻石路288号钻石大厦10-12楼，成立日 期1993年3月18日，上市日期1996年12月5日，公司主营业务涉及硬质合金和钨、钼、钽、铌等稀有金属 及其深加工产品的研制、开发、生产、销售及贸易业务。主营业务收入构成为：精矿及粉末产品 34.74%，其他硬质合金23.13%，切削刀具及工具21.68%，难熔金属16.23%，贸易及装备等4.22%。 从基金十大重仓股角度 大成盛世精选灵活配置混合A（002945）基金经理为赵蓬。 截至发稿，赵蓬累计任职时间2年30天，现任基金资产总规模12.83亿元，任职期间最佳基金回报 38.79%， 任职期间最差基金回报2.85%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 ...

Group 1 - The metal cobalt sector increased by 1.70%, ranking 8th among concept sectors, with 23 stocks rising, including Shengtun Mining which hit the daily limit, and other notable gainers like Bluestar Technology, Dingsheng Technology, and Zhongtung High-tech, which rose by 7.01%, 6.48%, and 5.40% respectively [1] - The sector saw a net inflow of 438 million yuan from main funds, with 16 stocks receiving net inflows, and 7 stocks exceeding 100 million yuan in net inflow. Huayou Cobalt led with a net inflow of 441 million yuan, followed by Shengtun Mining, Zhongtung High-tech, and Ganfeng Lithium with net inflows of 374 million yuan, 273 million yuan, and 253 million yuan respectively [2][3] - In terms of fund inflow ratios, Shengtun Mining, China Metallurgical Group, and Zhongtung High-tech had the highest net inflow ratios at 13.51%, 10.89%, and 9.08% respectively [3] Group 2 - The top gainers in the metal cobalt sector included Huayou Cobalt with a 3.18% increase and a turnover rate of 7.00%, Shengtun Mining with a 10.04% increase and a turnover rate of 10.53%, and Zhongtung High-tech with a 5.40% increase and a turnover rate of 11.71% [3][4] - The sector also included stocks with negative performance, such as Dadi Bear, which fell by 3.13%, and China Power Construction and ST Hezhong, which decreased by 1.99% and 1.88% respectively [4][5]

Investment Rating - The report maintains a standard rating for the non-ferrous metals industry, indicating a positive outlook for investment in this sector [1]. Core Insights - The non-ferrous metals industry has seen a significant increase in performance, with an overall rise of 8.37% in the last two weeks, outperforming the CSI 300 index by 1.41 percentage points, ranking 5th among 31 industries [2][11]. - The small metals and new materials sectors have shown particularly strong performance, with increases of 21.87% and 13.84% respectively in the same period [2][16]. - The report highlights the positive impact of government policies on the rare earth sector, leading to a rapid price recovery for rare earth products [4][72]. Industry Analysis Market Performance - As of August 28, 2025, the non-ferrous metals industry has increased by 16.08% this month and 44.99% year-to-date, ranking 5th and 2nd respectively among 31 industries [11][12]. - The small metals sector has surged by 77.45% year-to-date, while the new materials sector has risen by 55.77% [16]. Price Trends - As of August 28, 2025, key prices include: - LME copper at $9,839.50 per ton - LME aluminum at $2,607 per ton - LME lead at $1,988 per ton - LME zinc at $2,787 per ton - LME nickel at $15,300 per ton - LME tin at $34,825 per ton [22]. - The rare earth price index reached 226.27, up 21.16 from early August, with specific prices for praseodymium-neodymium oxide averaging 604 yuan per kilogram [41][72]. Company Performance - Notable companies in the sector include: - China Rare Earth (000831) and Kingstone Permanent Magnet (300748), which are recommended for attention due to their strong market positions [73]. - In the last two weeks, the top-performing stocks include Zhangyuan Tungsten (57.70%), Kingstone Permanent Magnet (54.48%), and Northern Rare Earth (46.39%) [18][20]. - Year-to-date, the top gainers are Copper Crown Copper Foil (217.60%), Zhongzhou Special Materials (211.00%), and Northern Rare Earth (165.00%) [20].

Group 1 - The niobium concept sector is showing strong performance, with companies like Zhongtung High-tech leading in stock price increases [1] - The news was reported at 11:15 on August 29, indicating a timely update on market movements [1] - The overall market sentiment appears positive for the niobium sector, suggesting potential investment opportunities [1]

中钨高新涨5.5%，报20.7元/股，股价再创新高，总市值突破471.74亿元，成交额达14.33亿元。 ...