国城矿业股价创出历史新高，截至9:36，该股上涨6.37%，股价报31.55元，成交量792.24万股，成交金 额2.43亿元，换手率0.67%，该股最新A股总市值达373.89亿元，该股A股流通市值373.89亿元。 证券时报·数据宝统计显示，国城矿业所属的有色金属行业，目前整体涨幅为3.64%，行业内，目前股价 上涨的有118只，涨停的有金徽股份、湖南黄金等7只。股价下跌的有22只，跌幅居前的有博威合金、斯 瑞新材、天力复合等，跌幅分别为10.00%、4.25%、3.74%。 两融数据显示，该股最新（1月23日）两融余额为3.81亿元，其中，融资余额为3.79亿元，近10日增加 3122.87万元，环比增长8.98%。 公司发布的三季报数据显示，前三季度公司共实现营业收入17.18亿元，同比增长24.60%，实现净利润 4.50亿元，同比增长765.89%，基本每股收益为0.4060元，加权平均净资产收益率13.97%。 1月24日公司发布2025年业绩预告，预计实现净利润10.00亿元至11.20亿元，同比变动区间为 120.85%~147.35%。（数据宝） （文章来源：证券时报网） ...

南方财经1月26日电，有色金属板块盘初大涨，盛达资源、铜陵有色、国城矿业、豫光金铅盘中创新 高，金徽股份、永杰新材涨停，新威凌涨超15%，白银有色、锌业股份、豪美新材、驰宏锌锗、中色股 份跟涨。 ...

Group 1: Stock Suspension and Resumption - Fenglong Co., Ltd. has suspended trading for stock price fluctuation investigation [1] - Jiamei Packaging has also suspended trading for stock price fluctuation investigation [1] - Hunan Gold expects a net profit of 1.27 billion to 1.61 billion yuan in 2025, representing a year-on-year increase of 50% to 90%, driven by rising sales prices of gold, antimony, and tungsten products. The company plans to acquire 100% equity of Golden Tianyue and Zhongnan Smelting, and will resume trading [1] - Longyun Co., Ltd. is planning to acquire 58% equity of Yuheng Film and has suspended trading [1] Group 2: Share Buybacks - Jinkai New Energy plans to repurchase company shares worth 500 million to 600 million yuan [2] - Zhongchong Co., Ltd. intends to repurchase company shares worth 100 million to 200 million yuan [2] Group 3: Mergers and Acquisitions - Yongjie New Materials plans to acquire 100% equity of Aokening Qinhuangdao and 95% equity of Aokening Kunshan, focusing on the production and sales of aluminum plates and strips [3] - Jingsheng Co., Ltd. intends to purchase 100% equity of Weizhun Intelligent for 857 million yuan [4] - Weixing New Materials plans to acquire 88.2557% equity of Songtian Cheng for 111 million yuan, specializing in the R&D, manufacturing, and sales of polyethylene valves for municipal pipelines [4] Group 4: External Investments and Daily Operations - China Tianying plans to achieve a production capacity of 200,000 tons of EU-standard methanol by 2026 [5] - Delijia intends to invest 5 billion yuan in a research and manufacturing project for wind turbine gearboxes over 10 megawatts [6] - Trina Solar will allocate the remaining 1.7 billion yuan of raised funds for a new project focused on distributed smart photovoltaic power station construction [7] - Jingzhida has signed a sales contract for semiconductor testing equipment worth 1.311 billion yuan [8] - Lens Technology has achieved bulk supply in the commercial aerospace sector and has developed ultra-thin photovoltaic glass modules for extreme space environments [9] - BAIC Blue Valley's subsidiary plans to invest 1.991 billion yuan in the construction of a high-end platform model industrialization and digital upgrade project for the Xiangjie Super Factory [9] Group 5: Performance Changes - XianDao Intelligent expects a net profit of 1.5 billion to 1.8 billion yuan in 2025, a year-on-year increase of 424.29% to 529.15%, driven by increased operating rates and order volumes from leading domestic battery companies [10] - Zhongwei Company anticipates a net profit of 2.08 billion to 2.18 billion yuan in 2025, a year-on-year increase of approximately 28.74% to 34.93% [11] - Xiangnong Chip expects a net profit of 480 million to 620 million yuan in 2025, representing a year-on-year increase of 81.77% to 134.78% [11] - China Merchants Bank anticipates a net profit of 150.181 billion yuan in 2025, a year-on-year increase of 1.21% [12] - Juchip Technology expects a net profit of 204 million yuan, a year-on-year increase of 91.40% [12] - Lianchuang Optoelectronics expects a net profit of 435 million to 532 million yuan in 2025, a year-on-year increase of 80.36% to 120.57% [12] - Zhaojin Gold expects a net profit of 122 million to 182 million yuan in 2025, turning from loss to profit [12] - Zhongwei Semiconductor anticipates a net profit of approximately 284 million yuan in 2025, a year-on-year increase of about 107.55% [12] - Guocheng Mining expects a net profit of 1 billion to 1.12 billion yuan in 2025, compared to a profit of 453 million yuan in the previous year [12] - Shengkong Co., Ltd. expects a net profit of 90 million to 110 million yuan in 2025, a year-on-year increase of 118.71% to 167.31% [13] - Daoshi Technology anticipates a net profit of 480 million to 580 million yuan in 2025, a year-on-year increase of 206.01% to 269.76% [13]

Investment Rating - The industry rating is "Recommended" [3] Core Views - Short-term raw material supply tightness is expected to support nickel prices, with LME nickel spot price reaching $18,630 per ton, up 5.70% from January 16 [1] - The cobalt market is anticipated to see continued price increases due to structural supply tightness, with electrolytic cobalt priced at 438,000 yuan per ton, down 3.74% from January 16 [2][5] - Domestic antimony supply remains tight, providing price support, with antimony ingot prices at 160,500 yuan per ton [6] - Lithium carbonate prices are expected to continue rising, with a market average of 171,100 yuan per ton, up 8.36% from January 16 [8][19] - Supply uncertainties in the rare earth market are expected to support prices, with significant global supply concentration in China [10][20] - Tin prices are supported by overseas supply uncertainties, with LME tin prices at $54,200 per ton, up 9.66% from January 16 [11][21] - Tungsten market supply-demand imbalance is notable, with white tungsten concentrate prices at 535,500 yuan per ton, up 5.93% from January 16 [13][22] - Uranium supply tightness is expected to persist, with global uranium prices at $63.51 per pound [14][15] Summary by Sections Nickel and Cobalt Industry Update - Nickel prices are supported by supply constraints, with Indonesia's nickel mining production quota expected to be reduced to 250-260 million tons [1][16] - Cobalt supply is projected to tighten further, with Congo's export quotas confirmed to extend into 2026 [2][17] Antimony Industry Update - Antimony supply remains tight, with domestic prices expected to rise due to export restrictions and seasonal supply issues [6][18] Lithium Industry Update - Lithium carbonate prices are expected to remain strong due to demand support and supply uncertainties, particularly regarding the recovery of key lithium mines [8][19] Rare Earth Industry Update - The rare earth market is facing supply tightening due to export bans and geopolitical factors, with China maintaining a dominant position [10][20] Tin Industry Update - Tin prices are supported by uncertainties in overseas supply, particularly from Myanmar and Congo [11][21] Tungsten Industry Update - The tungsten market is experiencing a supply-demand imbalance, with prices expected to rise due to limited new supply [13][22] Uranium Industry Update - Uranium prices are supported by ongoing supply tightness and geopolitical factors affecting production [14][15]

证券日报网讯 1月23日，国城矿业发布2025年度业绩预告称，公司预计2025年度归属于上市公司股东的 净利润为100000万元–112000万元。 （文章来源：证券日报） ...

新京报贝壳财经讯1月23日，国城矿业（000688）公告，预计2025年度归母净利润为10亿元–11.2亿元。 公司完成国城实业60%股权的收购，相关数据纳入公司合并报表。国城实业2025年度预计实现净利润 11-12亿元。公司完成对赤峰宇邦矿业有限公司65%股权的出售并确认相应的投资收益，影响归属于上 市公司股东的净利润约6.58亿元。 ...

本报讯 （记者冯雨瑶） 1月23日晚间，国城矿业股份有限公司（以下简称"国城矿业"）发布2025年度业绩预告，预计归属于上市公司股东的净利 润为10.00亿元至11.20亿元，上年同期（重组后）盈利4.53亿元。 （编辑 何帆） 国城矿业表示，业绩变动原因系公司完成内蒙古国城实业有限公司60%股权的收购，根据《企业会计准则》的相关规定， 相关数据纳入公司合并报表。国城实业2025年度预计实现净利润11亿元至12亿元。公司完成对赤峰宇邦矿业有限公司65%股权 的出售并确认相应的投资收益，影响归属于上市公司股东的净利润约6.58亿元。此外，公司全资子公司内蒙古国城钛业有限公 司所处钛白粉行业产品销售价格处于低位，对公司净利润产生较大影响。 ...

每经AI快讯，1月23日，国城矿业（000688）(000688.SZ)发布2025年度业绩预告，预计归属于上市公司 股东的净利润为10.00亿元~11.20亿元，上年同期(重组后)盈利4.53亿元。业绩变动原因系公司完成国城 实业60%股权收购并将其纳入合并报表，同时出售赤峰宇邦矿业65%股权确认投资收益约6.58亿元。 ...

（记者 曾健辉） 每经头条（nbdtoutiao）——地方国资开始"抄底"法拍房！单价六七千元"扫货"广州南沙区超60套房 源，同小区二手房挂牌均价逾2万元 每经AI快讯，国城矿业1月23日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润10亿元 ~11.2亿元，基本每股收益0.8438元~0.9451元。业绩变动主要原因是，公司完成国城实业60%股权的收 购，相关数据纳入公司合并报表。国城实业2025年度预计实现净利润11亿元-12亿元。公司完成对赤峰 宇邦矿业有限公司65%股权的出售并确认相应的投资收益，影响归属于上市公司股东的净利润约6.58亿 元。公司全资子公司内蒙古国城钛业有限公司所处钛白粉行业产品销售价格处于低位，对公司净利润产 生较大影响。 ...

国城矿业公告称，2025年预计归属于上市公司股东的净利润为10-11.2亿元，上年同期（重组后）盈利 4.53亿元，上年同期（重组前）亏损1.13亿元，实现扭亏为盈。业绩变动主要因完成国城实业60%股权 收购，其预计实现净利润11-12亿元；出售赤峰宇邦矿业65%股权确认投资收益约6.58亿元。不过，全资 子公司国城钛业所处行业产品售价低，影响公司净利润。扣非后预计亏损2.3-2.9亿元。 ...