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。 ...

证券代码：000688 证券简称：国城矿业 公告编号：2026-004 国城矿业股份有限公司 关于股东部分股份解押的公告 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。 特别提示： 公司控股股东国城集团及其一致行动人建新集团质押股份数量占其所持公 司股份数量比例已超过80%，敬请投资者注意相关风险。 国城矿业股份有限公司（以下简称"公司"）于今日接到控股股东国城控股 集团有限公司（以下简称"国城集团"）一致行动人甘肃建新实业集团有限公司 （以下简称"建新集团"）《关于股票解押情况的通知》（以下简称"《通知》"）， 获悉建新集团将所持有本公司部分股份办理了解除质押，根据《通知》内容，现 将有关情况公告如下： | 股东 名称 | 是否为控股股东 或第一大股东及 | | 本次解除质 押数量(股) | 占其所持股份 比例 | 占公司总 股本比例 | 质押起始日 | 解除质押日 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 其一致行动人 | | | | | | | | | 建新 | ...

国城矿业股份有限公司 2025年度业绩预告 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。 证券代码：000688 证券简称：国城矿业 公告编号：2026-005 1、公司完成国城实业 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 11-12 亿元。 一、本期业绩预计情况 1、业绩预告期间：2025年1月1日至2025年12月31日 2、业绩预告情况：预计净利润为正值且属于扭亏为盈的情形 | 项 | 目 | 本报告期 | 上年同期（重组后） | 上年同期（重组前） | | --- | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | | 盈利：100,000万元–112,000万元 | 盈利：45,279.73万元 | 亏损：11,257.93万元 | | 扣除非经常性损 益后的净利润 | | 亏损：23,000万元–29,000万元 | 亏损：9,018.41万元 | 亏损：9,018.41万元 | | 基本每股收益 | | 盈利：0.8438元/股– ...

Core Viewpoint - The AI Fund Huashang New Energy Vehicle Mixed A (013886) reported a profit of 28.387 million yuan for Q4 2025, with a weighted average profit per fund share of 0.0407 yuan. The fund's net value growth rate was 6.86%, and its total size reached 448 million yuan by the end of Q4 2025 [2][15]. Fund Performance - As of January 22, the unit net value of the fund was 0.659 yuan. The fund manager, Chen Xiaoqiong, oversees three funds, all of which have shown positive returns over the past year. The highest growth rate among these funds was 105.95% for Huashang High-end Equipment Manufacturing Stock A, while the lowest was 56.95% for Huashang New Energy Vehicle Mixed A [2][3]. Market Overview - In Q4 2025, the A-share market experienced fluctuations, with the Shanghai Composite Index oscillating between 3,800 and 4,030 points, briefly surpassing the 4,000-point mark in October. The Shanghai Composite Index, CSI 300, ChiNext Index, and STAR Market Index saw respective changes of 2.22%, -0.23%, -1.08%, and 10.1% [3]. Investment Strategy - The fund's investment strategy focuses on two main themes: growth and quality. Growth investments are centered around sectors such as lithium batteries, energy storage, solid-state batteries, and AIDC power equipment, with an emphasis on tracking industry developments and selective stock picking. The quality investments are directed towards assets with strong competitive advantages and sustainable profitability [3]. Fund Rankings - As of January 22, the fund's performance over various time frames ranked as follows among comparable funds: 20.14% growth over the last three months (40/621), 51.01% over the last six months (54/621), 56.95% over the last year (141/613), and -24.00% over the last three years (524/535) [3]. Risk Metrics - The fund's Sharpe ratio over the last three years was 0.0231, ranking 495 out of 526 comparable funds. The maximum drawdown during this period was 60.46%, with the largest single-quarter drawdown occurring in Q1 2024 at 32.7% [9][11]. Portfolio Composition - The average stock position of the fund over the last three years was 87.3%, slightly above the comparable average of 85.83%. The fund reached its highest stock position of 92.85% at the end of Q3 2025 and its lowest of 74.26% at the end of H1 2024 [14]. Top Holdings - As of the end of Q4 2025, the fund's top ten holdings included Ningde Times, Sunshine Power, Tianci Materials, Duofluor, Huasheng Lithium, Huayou Cobalt, Guocheng Mining, Xian Dao Intelligent, Penghui Energy, and Nord Shares [18].

今日，A股有色金属板块延续强势上扬态势，板块内贵金属及基本金属分支多点开花，赚钱效应持续释 放。午后，盛达资源强势封死涨停，成为板块午后拉升的核心标杆；此外，兴业银锡、驰宏锌锗、国城 矿业等多只核心个股同步跟涨，形成板块联动上涨格局。资金面来看，板块受贵金属价格创新高及政策 利好催化，关注度显著提升，核心标的获资金集中追捧，整体呈现强者恒强的强势格局。 有色金属行业1月最新权威利好消息 1. 贵金属价格集体创下历史新高：当地时间1月14日，纽约商品交易所2月交割的黄金期价报收于每盎司 4635.70美元，3月交割的白银期价报收于每盎司91.385美元，均创收盘历史新高；LME铜期货盘中触及 每吨13400美元高点，LME锡价盘中上涨近11%，收于每吨53462美元，四种金属同步刷新历史新高，为 板块提供强力支撑。截至1月23日，现货白银突破99美元关口，现货黄金距5000美元大关不足50美元， 价格强势为A股相关标的赋能。 2. 上海发布政策提升有色金属全球定价权：1月22日消息，上海出台18项措施，目标直指提升有色金属 全球定价影响力，叠加财政支出"只增不减"的宏观基调，政策与市场资金形成共振，为行业注入强 ...

有色金属板块持续上扬， 盛达资源午后涨停， 豫光金铅、 白银有色此前封板， 兴业银锡、 驰宏锌 锗、 国城矿业跟涨。 ...

Group 1 - The A-share market saw a strong performance in lithium mining stocks, with notable gains from companies such as Chuaneng Power, which rose over 7%, and Tibet Summit and Guocheng Mining, which increased by over 6% [1] - The main contract for lithium carbonate surged by more than 5%, reaching a new high of 178,000 yuan per ton [1] Group 2 - Chuaneng Power's stock increased by 7.72%, with a total market capitalization of 25.8 billion yuan and a year-to-date increase of 19.83% [2] - Tibet Summit's stock rose by 6.47%, with a market cap of 19 billion yuan and a year-to-date increase of 37.83% [2] - Guocheng Mining's stock increased by 6.38%, with a market cap of 34.6 billion yuan and a year-to-date increase of 5.00% [2] - Other notable performers include Dazhong Mining (up 5.37%), Yiyaton (up 5.36%), and Ganfeng Lithium (up 4.54%) [2]

Group 1 - The A-share market saw a strong performance in lithium mining stocks, with notable gains from companies such as Chuaneng Power, which rose over 7%, and Tibet Summit and Guocheng Mining, which increased by over 6% [1] - The main contract for lithium carbonate surged by over 5%, reaching a new high of 178,000 yuan per ton [1] Group 2 - Chuaneng Power's market capitalization is 25.8 billion yuan, with a year-to-date increase of 19.83% [2] - Tibet Summit has a market capitalization of 19 billion yuan and a year-to-date increase of 37.83% [2] - Guocheng Mining's market capitalization stands at 34.6 billion yuan, with a year-to-date increase of 5.00% [2] - Other companies like Dazhong Mining and Yiyaton also reported gains of over 5%, with market capitalizations of 48.7 billion yuan and 15.3 billion yuan respectively [2] - Ganfeng Lithium, with a market capitalization of 153.1 billion yuan, saw a year-to-date increase of 16.11% [2] - Yongxing Materials and Aolian Electronics reported increases of 4.29% and 4.21% respectively, with market capitalizations of 29.5 billion yuan and 3.22 billion yuan [2] - The overall trend indicates a positive momentum in the lithium sector, supported by the MACD golden cross signal [2]

基金去年四季度重仓股曝光。共2977只股票入围基金重仓股名单。调仓动向显示，新进654只，增持 1128只，减持1170只，24只股票基金持股数与前一季度相比持平。 证券时报·数据宝统计，基金新进股中，机械设备行业最为集中，83只股上榜，基础化工、电子、医药 生物等行业紧随其后，分别有65只、63只、49只个股入围。从所属板块看，基金新进股中，创业板有 186只、科创板有60只、深沪主板有363只、北交所有45只。 基金新进股持股市值排行榜 基金去年四季度新进股中，从期末持股市值来看，持股市值在亿元以上的有24只，持股市值在5000万元 ~1亿元之间的有23只，持股市值1000万元~5000万元的有117只。 持股市值最高的是超捷股份，去年四季度基金持股市值合计达14.93亿元，该股共获25只基金扎堆持 有，合计持股量达974.72万股，占流通股本的比例为7.36%；其次是国城矿业，基金新进股市值达7.85 亿元，共入围33只基金重仓股名单，持股总量为2822.12万股，占流通股本的比例为2.38%；淳中科技获 基金新进301.19万股，持股市值合计达6.73亿元，位列基金新进股持股市值第三位。 基金新进股持 ...

Group 1 - The lithium mining index increased by 3% during intraday trading on January 23 [1] - Chuaneng Power and Dazhong Mining both saw their stock prices rise by over 7% [1] - Guocheng Mining and Rongjie Co. experienced stock price increases of over 5% [1] - Tibet Summit's stock price rose by over 4% [1]