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A股异动丨行业稳增长方案出台,有色金属板块集体强势,锡业股份等多股涨停
Ge Long Hui A P P· 2025-09-30 03:09
Group 1 - The core viewpoint of the news highlights a strong performance in the A-share market for the non-ferrous metal sector, with significant gains in various companies following the release of a new growth plan for the industry [1] - On September 28, eight departments issued the "Non-Ferrous Metal Industry Stabilization and Growth Work Plan (2025-2026)", aiming for an average annual growth of about 5% in the industry's added value and a 1.5% annual growth in the production of ten non-ferrous metals [1] - The plan emphasizes the need for improved resource development in copper, aluminum, and lithium, with a target of exceeding 20 million tons in recycled metal production and enhancing the supply capacity of high-end products [1] Group 2 - Notable stock performances include: - Platinum Technology Materials up 14.55% with a market cap of 24.9 billion [2] - Huaxi Nonferrous up 10.01% with a market cap of 21.4 billion [2] - Boji New Materials up 10% with a market cap of 17.1 billion [2] - Other companies such as Xiyang Co., Jiangxi Copper, and Huayou Cobalt also saw significant increases, with gains ranging from 5% to over 8% [1][2] - The overall market sentiment is positive, driven by the MACD golden cross signal formation, indicating a favorable trend for these stocks [2]
有色金属板块活跃走强 精艺股份涨超8%
国海证券认为,短期来看,美联储如期降息,且仍有进一步降息预期;有色金属行业稳增长工作方案出 台,提振行业情绪。下游铝加工环节开工率仍在持续回升中,库存拐点基本出现,关注"金九银十"旺季 机会。当前低位的库存水平,以及铝水转化率进一步提升预期,叠加需求持续回升,铝价或有更强表 现。而氧化铝方面,近期有几内亚铝土矿供应扰动,以及国内氧化铝运行产能变化,价格波动放大;考 虑长期氧化铝产能增长,远期价格将维持在较低水平。长期来看,铝行业长期供给增量有限,而需求仍 有增长点,行业或将维持高景气。 9月30日早盘,有色金属板块活跃走强,截至发稿,精艺股份涨超8%,江西铜业涨超7%,兴业银锡、 白银有色涨超6%,锌业股份、云南铜业、株冶集团、罗平锌电等涨超5%。 ...
锌业股份股价跌5.01%,华夏基金旗下1只基金重仓,持有20.54万股浮亏损失3.9万元
Xin Lang Cai Jing· 2025-09-18 06:30
Group 1 - Zinc Industry Co., Ltd. experienced a decline of 5.01% on September 18, with a stock price of 3.60 CNY per share and a trading volume of 210 million CNY, resulting in a turnover rate of 4.07% and a total market capitalization of 5.816 billion CNY [1] - The company, established on September 11, 1992, and listed on June 26, 1997, is primarily engaged in the smelting and sales of zinc and lead, with its main revenue sources being cathode copper (46.36%), zinc products (32.53%), other products (16.32%), non-ferrous metal trading (3.03%), and lead (1.76%) [1] Group 2 - According to data from the top ten holdings of funds, one fund under Huaxia Fund has a significant position in Zinc Industry Co., Ltd. The Huaxia CSI 2000 ETF (562660) held 205,400 shares in the second quarter, accounting for 0.33% of the fund's net value, ranking as the sixth largest holding [2] - The Huaxia CSI 2000 ETF (562660) was established on September 6, 2023, with a latest scale of 194 million CNY. Year-to-date returns are 45.24%, ranking 754 out of 4222 in its category, while the one-year return is 103.55%, ranking 444 out of 3804, and since inception, the return is 64% [2]
工业金属半年报|白银有色、华峰铝业、云南铜业、锌业股份、北方同业、豫光金铅存货占总资产比重超30%
Xin Lang Zheng Quan· 2025-09-05 08:09
Group 1 - The core viewpoint of the articles highlights the inventory status analysis of 58 representative industrial metal companies for the first half of 2025, indicating significant changes in inventory scale and turnover efficiency [1][2][5] Group 2 - In terms of inventory scale, most industrial metal companies experienced growth in inventory during the first half of 2025, with Ningbo Fubon showing the highest year-on-year increase of 699.13%, reaching an inventory scale of 177 million [1][2] - The inventory turnover efficiency varied among companies, with Huayu Mining having the lowest turnover days at 194 days, followed by Hongxing Co. at 177 days and Shengda Resources at 137 days [5] Group 3 - From the perspective of inventory as a proportion of total assets, several companies had high inventory ratios in 2024, including Yuguang Gold Lead at 53.57%, Northern Copper at 39.48%, and Zinc Industry Co. at 38.92% [2][3] - The inventory scale and proportion of total assets for key companies in 2024 and 2025 were detailed, showing fluctuations such as a decrease in Baiyin Nonferrous's inventory scale by 5.83% to 15.545 billion, while Huafeng Aluminum's inventory increased by 26.6% to 2.882 billion [3]
2025年1-7月中国锌产量为416.6万吨 累计增长1.3%
Chan Ye Xin Xi Wang· 2025-09-03 05:06
Group 1 - The core viewpoint of the article highlights the growth in China's zinc production, with a projected output of 617,000 tons in July 2025, representing a year-on-year increase of 13.8% [1] - From January to July 2025, China's cumulative zinc production reached 4.166 million tons, showing a cumulative growth of 1.3% [1] Group 2 - The article lists several publicly traded companies in the zinc industry, including Zhongjin Lingnan (000060), Chihong Zn & Ge (600497), Luoping Zinc Electric (002114), and others [1] - The report referenced is from Zhiyan Consulting, which discusses investment strategies and market size forecasts for the electrolytic zinc industry in China from 2025 to 2031 [1]
锌业股份: 葫芦岛锌业股份有限公司关于第十一届董事会第十四次会议决议公告
Zheng Quan Zhi Xing· 2025-08-29 17:46
Core Points - The board of directors of Huludao Zinc Industry Co., Ltd. held its 14th meeting of the 11th session on August 29, 2025, where all members confirmed the accuracy and completeness of the disclosed information [2][3] - The meeting approved the proposal to increase the estimated daily related transactions for the year 2025, with all non-related directors voting in favor [2] Summary by Sections Meeting Details - The meeting was convened in compliance with the Company Law, Securities Law, and the company's articles of association, with 9 out of 9 directors present [2] - The meeting was chaired by Chairman Yu Enyuan [2] Resolutions Passed - The board unanimously approved the proposal regarding the increase of estimated daily related transactions for 2025, with a voting result of 3 in favor, 0 against, and 0 abstentions [2] - The proposal was previously reviewed and approved by the independent directors in a special meeting [2]
锌业股份:8月29日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-08-29 17:33
Company Overview - Zinc Industry Co., Ltd. (SZ 000751) announced the convening of its 14th meeting of the 11th Board of Directors on August 29, 2025, to discuss various documents including the proposal for increasing the estimated daily related transactions for 2025 [1] Financial Performance - For the first half of 2025, the revenue composition of Zinc Industry Co., Ltd. was as follows: non-ferrous metal smelting accounted for 96.97% and non-ferrous metal trading accounted for 3.03% [1]
A股铅锌行业公司中期业绩整体向好 七成以上公司营收净利润双增长
Zheng Quan Ri Bao Wang· 2025-08-29 12:45
Core Insights - The overall performance of the lead-zinc industry in the first half of 2025 is positive, with a total revenue of 40.827 billion yuan, a year-on-year increase of 14.12%, and a net profit of 3.265 billion yuan, up 47.46% [1][2] - The demand for lead-zinc products is rising due to increased activity in various sectors, particularly in the power and transportation industries, driven by the popularity of electric vehicles and advancements in AI technology [1][3] Group 1: Revenue and Profit Growth - Over 70% of the 11 listed lead-zinc companies reported both revenue and net profit growth year-on-year, with eight companies achieving this feat [2] - Six companies reported revenue exceeding 1 billion yuan, with Yunnan Chihong Zinc & Germanium and Zhuzhou Smelter Group both surpassing 10 billion yuan, at 10.581 billion yuan and 10.412 billion yuan respectively [2] - Xizang Zhufeng reported the highest revenue growth rate at 53.53% year-on-year [2] Group 2: Net Profit Performance - Seven companies achieved net profits exceeding 100 million yuan, with Chihong Zinc & Germanium, Zhuzhou Smelter Group, and Guocheng Mining leading the industry with net profits of 932 million yuan, 585 million yuan, and 521 million yuan respectively [3] - Guocheng Mining experienced the highest net profit growth rate at 1111.34% year-on-year [3] Group 3: Industry Trends and Developments - The lead-zinc industry is benefiting from a supply-demand imbalance, leading to price increases, while companies are optimizing production processes to reduce costs [3] - Several companies are accelerating the development of overseas mineral resource projects, enhancing their resource security and international market presence [4] - Huayu Mining has made significant progress on its project in Ethiopia, completing necessary approvals and preparations for construction [4] - Xizang Zhufeng is advancing its lithium extraction project in Argentina, focusing on the main engineering construction in the second half of the year [4]
锌业股份(000751) - 葫芦岛锌业股份有限公司关于增加2025年度日常关联交易预计的公告
2025-08-29 09:03
证券代码:000751 证券简称:锌业股份 公告编号:2025-033 葫芦岛锌业股份有限公司 关于增加2025年度日常关联交易预计的公告 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。 一、日常关联交易基本情况 (一)关联交易概述 公司于 2025 年 8 月 29 日召开第十一届董事会第十四次会议,审议通过了《关 于增加 2005 年度日常关联交易预计的议案》,关联董事回避表决,非关联董事 刘燕、张春林、杨文田一致同意上述议案。 经营范围:矿产资源(非煤矿山)开采,发电业务、输电业务、供(配)电 业务(依法须经批准的项目,经相关部门批准后方可开展经营活动,具体经营项 目以审批结果为准)一般项目:选矿,金属矿石销售,金银制品销售,非金属矿 物制品制造,建筑用石加工,建筑材料销售,食品销售(仅销售预包装食品)(除 依法须经批准的项目外,凭营业执照依法自主开展经营活动) 最近一期财务概况:截至 2025 年 7 月 31 日,总资产 70,667 万元、净资产 本次董事会审议通过了 2025 年公司及控股子公司增加日常关联交易金额为 15,000 万元,根据相关 ...
锌业股份(000751) - 葫芦岛锌业股份有限公司关于第十一届董事会第十四次会议决议公告
2025-08-29 08:59
葫芦岛锌业股份有限公司第十一届董事会第十四次会议于 2025 年 8 月 29 日下午在公司四楼会议室以现场方式召开。会议前 3 天,公司董事会秘书办公室 将会议通知送达或传真给董事本人。应到会董事 9 人、实到会董事 9 人,公司高 级管理人员列席会议。会议的召集、召开符合《公司法》《证券法》和《公司章 程》的规定。 关于第十一届董事会第十四次会议决议公告 本公司董事会全体成员保证信息披露内容的真实、准确、完整,没有虚假记载、误导性 陈述或重大遗漏。 会议由董事长于恩沅先生主持,会议审议通过如下议案: 葫芦岛锌业股份有限公司 HULUDAO ZINC INDUSTRY CO., LTD. 证券代码:000751 证券简称:锌业股份 公告编号:2025-032 葫芦岛锌业股份有限公司 特此公告。 葫芦岛锌业股份有限公司 2025 年 8 月 29 日 第 1 页 审议通过了《关于增加 2025 年度日常关联交易预计的议案》。 详见同日巨潮资讯网《关于增加 2025 年度日常关联交易预计的公告》。 关联董事回避表决,非关联董事刘燕、张春林、杨文田一致同意上述议案。 表决结果:同意 3 票,反对 0 票,弃权 0 ...