（文章来源：证券日报） 证券日报网讯 12月3日，北方铜业在互动平台回答投资者提问时表示，截至2025年11月28日，公司的股 东人数为171833户。 ...

格隆汇12月2日丨北方铜业(000737.SZ)公布，本次持股5%以上股东与实际控制人之间产权层级减少系山 西省人民政府将山西省国有资本运营有限公司（简称"山西国资运营公司"）持有的山西云时代技术有限 公司（简称"云时代公司"）90.3772%股权、持有的山西焦煤集团有限责任公司（简称"焦煤集团"）90% 股权划转至山西省人民政府国有资产监督管理委员会（简称"山西省国资委"）直接持有。云时代公司持 有中条山有色金属集团有限公司（简称"中条山集团"）100%股权，中条山集团持有公司股票 829,972,894股，占公司总股本的43.57%，云时代公司间接持有公司43.57%股份；焦煤集团持有山西焦 煤运城盐化集团有限责任公司（简称"山焦盐化"）85.1324%股份，山焦盐化持有公司股票140,970,768 股，占公司总股本的7.40%，焦煤集团间接持有公司7.40%股份。本次持股5%以上股东与实际控制人之 间产权层级减少不会导致公司直接控股股东及实际控制人发生变化。公司直接控股股东仍为中条山集 团，间接控股股东仍为云时代公司，实际控制人仍为山西省国资委。 ...

证券代码：000737 证券简称：北方铜业 公告编号：2025-51 北方铜业股份有限公司 关于持股5%以上股东与实际控制人 之间产权层级减少的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 特别提示： 近日，公司收到云时代公司、焦煤集团转来的《山西省人民政府国有资产监督 管理委员会关于将山西省国有资本运营有限公司持有的相关企业国有股权划转至省 国资委的通知》（晋国资产权〔2025〕75号），根据文件要求，山西省人民政府决 定将山西国资运营公司所持有的云时代公司90.3772%股权、持有的焦煤集团90%股权 划转至山西省国资委直接持有。目前，上述事项尚未完成工商变更登记。 云时代公司持有中条山集团100%股权，中条山集团持有公司股票829,972,894股， 占公司总股本的43.57%，云时代公司间接持有公司43.57%股份；焦煤集团持有山焦 盐化85.1324%股份，山焦盐化持有公司股票140,970,768股，占公司总股本的7.40%， 焦煤集团间接持有公司7.40%股份。 本次划转前，公司的股权关系如下图所示： 本次划转后，公司的股权关系如下 ...

国内商品期货收盘，互有涨跌。BR橡胶涨约4%，沪银、纸浆等涨逾2%，焦煤、纯碱等涨逾1%，甲 醇、短纤等小幅上涨；沥青、铂等跌超2%，液化气、鸡蛋等跌超1%，PP、氧化铝等小幅下跌。 文 | 张阳阳 12月2日，A股三大指数集体下跌，截至收盘，上证指数跌0.42%，深证成指跌0.68%，创业板指跌 0.69%；北证50跌0.76%。沪深两市成交额约15934.3亿元，较前一个交易日缩量约2805.08亿元。全市场 1544只股票上涨、3740只股票下跌，其中54只涨停、7只跌停。 板块方面，福建国资、林业、预制菜，煤炭采选、机场、轻工制造等行业以及概念涨幅居前；有色· 锑、MLCC、锂矿、能源金属、贵金属、生物制品等行业以及概念跌幅居前。 上涨个股中，山西板块有2只个股涨幅在5%以上，其中安泰集团为领涨股，且于上午10时15分许触及涨 停板，最终涨幅达到9.96%；太钢不锈涨幅达到7.06%。 除安泰集团和太钢不锈，山西板块还有3只个股涨幅在1%以上，其中华阳股份涨幅为3.57%，锦波生物 涨幅为2.42%，永泰能源涨幅为1.23%。 下跌个股中，东杰智能为领跌股，较前一交易日下跌3.62%。此外，第二至第五 ...

Market Overview - The state-owned enterprise reform sector declined by 0.4% compared to the previous trading day, with Jiuzhiyang leading the decline [1] - The Shanghai Composite Index closed at 3864.18, down 0.15%, while the Shenzhen Component Index closed at 12907.83, up 1.02% [1] Top Performers in State-Owned Enterprise Reform Sector - Huashu Holdings (000509) closed at 4.03, up 10.11% with a trading volume of 296,500 shares and a turnover of 116 million yuan [1] - Teda Co., Ltd. (000652) closed at 4.59, up 10.07% with a trading volume of 828,800 shares and a turnover of 376 million yuan [1] - Te Fa Information (000070) closed at 13.92, up 10.04% with a trading volume of 2,296,300 shares and a turnover of 3.122 billion yuan [1] - Shanghai Mechanical & Electrical (600835) closed at 33.00, up 10.00% with a trading volume of 537,500 shares and a turnover of 1.703 billion yuan [1] Underperformers in State-Owned Enterprise Reform Sector - Jiuzhiyang (300516) closed at 53.35, down 12.83% with a trading volume of 263,100 shares and a turnover of 1.451 billion yuan [2] - Aerospace Development (000547) closed at 12.69, down 10.00% with a trading volume of 4,955,900 shares and a turnover of 6.514 billion yuan [2] - China Shipbuilding Defense (600685) closed at 29.89, down 9.34% with a trading volume of 832,200 shares and a turnover of 2.503 billion yuan [2] Capital Flow Analysis - The state-owned enterprise reform sector experienced a net outflow of 8.337 billion yuan from institutional investors, while retail investors saw a net inflow of 5.888 billion yuan [2] - Notable net inflows from retail investors were observed in Shanghai Mechanical & Electrical (600835) with 250 million yuan and Huagong Technology (000988) with 216 million yuan [3]

Group 1 - The core viewpoint of the news is the positive outlook for the non-ferrous metals sector, driven by recent market trends and potential Federal Reserve interest rate cuts [3][4]. - The non-ferrous metals ETF (159876) has seen a price increase of 0.46% and has attracted 206 million yuan in the last 10 days, indicating strong investor interest [1]. - As of November 25, the total size of the non-ferrous metals ETF reached 686 million yuan, making it the largest among three ETFs tracking the same index [1]. Group 2 - Federal Reserve Governor Stephen Milan suggested increasing rate cuts to support the economy, with an 84.9% probability of a 25 basis point cut in December [3]. - Analysts believe that a Fed rate cut could boost non-ferrous metal prices due to currency depreciation, making metals cheaper in dollar terms and increasing global demand [3]. - Institutions are optimistic about the non-ferrous metals sector continuing a bull market, with key focus areas including copper and aluminum due to supply constraints and recovering demand, as well as lithium and cobalt driven by energy storage and battery needs [3]. Group 3 - The non-ferrous metals ETF (159876) and its linked funds provide comprehensive coverage of various metals, allowing for better risk diversification compared to investing in single metal sectors [4].

证券日报网讯北方铜业（000737）11月25日在互动平台回答投资者提问时表示，截至2025年11月20日， 公司的股东人数为175817户。 ...

Market Overview - On November 20, the industrial metals sector declined by 0.52% compared to the previous trading day, with Xinweiling leading the decline [1] - The Shanghai Composite Index closed at 3931.05, down 0.4%, while the Shenzhen Component Index closed at 12980.82, down 0.76% [1] Stock Performance - Notable gainers in the industrial metals sector included: - Guocheng Mining (Code: 000688) with a closing price of 29.65, up 4.99% and a trading volume of 610,600 shares, totaling 1.823 billion yuan [1] - Asia-Pacific Technology (Code: 002540) with a closing price of 7.15, up 3.03% and a trading volume of 307,700 shares, totaling 220 million yuan [1] - Major decliners included: - Xinweiling (Code: 920634) with a closing price of 24.91, down 3.67% and a trading volume of 12,900 shares, totaling 33.008 million yuan [2] - Chang Aluminum (Code: 002160) with a closing price of 5.41, down 3.22% and a trading volume of 751,900 shares, totaling 413 million yuan [2] Capital Flow - The industrial metals sector experienced a net outflow of 1.961 billion yuan from institutional investors, while retail investors saw a net inflow of 1.359 billion yuan [2] - Key stocks with significant capital flow included: - Huayu Mining (Code: 601020) with a net inflow of 97.347 million yuan from institutional investors [3] - Xizang Zhuofeng (Code: 600338) with a net inflow of 94.423 million yuan from institutional investors [3]

资金流向方面，主力资金净流出1534.43万元，特大单买入870.48万元，占比7.50%，卖出1477.67万元， 占比12.73%；大单买入1097.24万元，占比9.45%，卖出2024.47万元，占比17.44%。 北方铜业今年以来股价涨85.31%，近5个交易日跌3.59%，近20日跌10.49%，近60日涨23.38%。 11月18日，北方铜业盘中下跌2.06%，截至09:43，报14.25元/股，成交1.16亿元，换手率0.43%，总市值 271.42亿元。 截至11月10日，北方铜业股东户数18.69万，较上期减少1.23%；人均流通股10190股，较上期增加 1.24%。2025年1月-9月，北方铜业实现营业收入199.73亿元，同比增长9.89%；归母净利润6.89亿元，同 比增长26.10%。 分红方面，北方铜业A股上市后累计派现6.01亿元。近三年，累计派现3.87亿元。 机构持仓方面，截止2025年9月30日，北方铜业十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股1490.68万股，相比上期增加359.78万股。南方中证1000ETF（512100）位居第九大流通股 ...

证券日报网讯北方铜业（000737）11月17日在互动平台回答投资者提问时表示，截至2025年11月10日， 公司的股东人数为186897户。 ...