Core Viewpoint - Zinc Industry Co., Ltd. plans to lease part of its assets to a related party, Huludao Hesheng Technology Co., Ltd., under a five-year contract with an annual rent of 2 million yuan [1] Group 1 - The lease agreement is formalized through a signed contract, effective from October 1, 2025, to September 30, 2030 [1] - The total rental income over the five-year period will amount to 10 million yuan [1]

Core Viewpoint - Zinc Industry Co., Ltd. plans to lease part of its assets to an affiliated company, Huludao Hesheng Technology Co., Ltd., under a five-year lease agreement with an annual rent of 2 million yuan [1] Group 1 - The lease agreement is formalized through a signed contract titled "Land and Factory Lease Contract" [1] - The lease period is set from October 1, 2025, to September 30, 2030, totaling five years [1] - The annual rental fee for the leased assets is 2 million yuan [1]

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：2025-035 葫芦岛锌业股份有限公司 关于资产租赁暨关联交易的公告 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、关联交易概述 1.葫芦岛锌业股份有限公司（以下简称"公司"）拟将部分资产租赁给公司 关联方葫芦岛合申科技有限公司，双方签署了《土地厂房租赁合同》，租赁期限 自 2025 年 10 月 1 日至 2030 年 9 月 30 日，共计 5 年，租金为 200 万元/年。 2.公司董事、高管担任交易对方董事，符合《深圳证券交易所股票上市规则》 规定的关联关系情形，因此上述交易构成关联交易。 3.公司于 2025 年 10 月 17 日召开第十一届董事会第十五次会议，审议通过 了《关于资产租赁暨关联交易的议案》，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。在董事会审议之前，该议案已经公司董事会 独立董事专门会议审议通过，全体独立董事同意将该议案提交董事会审议。 根据相关规定，本议案无 ...

Core Viewpoint - Huludao Zinc Industry Co., Ltd. announced an asset leasing and related party transaction, aiming to activate assets, increase revenue, and enhance performance [1] Group 1: Transaction Details - The company plans to lease 30 acres of land and 6,100 square meters of buildings to a related party, Huludao Hesheng Technology Co., Ltd. [1] - The lease term is from October 1, 2025, to September 30, 2030, with an annual rent of 2 million yuan [1] - The related party was established in July 2024 with a registered capital of 10 million yuan [1] Group 2: Approval and Financial Impact - The transaction was approved by the company's 11th Board of Directors at its 15th meeting and does not require shareholder approval, thus not constituting a major asset restructuring [1] - From the beginning of 2025 until the disclosure date, the company has already conducted transactions worth 1.53 million yuan with the related party [1]

葫芦岛锌业股份有限公司第十一届董事会第十五次会议于 2025 年 10 月 17 日下午在公司四楼会议室以现场及通讯方式召开。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。 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：2025-034 葫芦岛锌业股份有限公司 关于第十一届董事会第十五次会议决议公告 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： 审议通过了《关于资产租赁暨关联交易的议案》； 详见同日巨潮资讯网《关于资产租赁暨关联交易的公告》。 关联董事回避表决。 表决结果：同意 3 票，反对 0 票，弃权 0 票。 本议案已经公司第十一届董事会独立董事专门会议审议通过，全体独立董事 同意将该议案提交董事会审议。 特此公告。 第 1 页 葫芦岛锌业股份有限公司 2 ...

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]

Core Viewpoint - The non-ferrous metal sector is experiencing significant gains, driven by expectations of interest rate cuts from the Federal Reserve and a supportive growth plan for the industry, which has boosted market sentiment [1] Group 1: Market Performance - As of the morning of September 30, several companies in the non-ferrous metal sector saw substantial stock price increases, with Jingyi Co. rising over 8%, Jiangxi Copper up more than 7%, and several others including Xingye Silver Tin and Baiyin Nonferrous rising over 6% [1] - Companies such as Zinc Industry Co., Yunnan Copper, Zhuhai Smelter Group, and Luoping Zinc Electric also experienced stock price increases exceeding 5% [1] Group 2: Industry Outlook - The short-term outlook is positive due to the anticipated interest rate cuts by the Federal Reserve and the implementation of a growth plan for the non-ferrous metal industry, which is expected to enhance market sentiment [1] - The aluminum processing sector is witnessing a continuous recovery in operating rates, with inventory levels showing signs of a turning point, particularly during the "Golden September and Silver October" peak season [1] - Current low inventory levels and expectations for improved aluminum water conversion rates, combined with a steady recovery in demand, suggest that aluminum prices may perform strongly [1] Group 3: Price Dynamics - In the alumina sector, recent supply disruptions from Guinea's bauxite mines and changes in domestic alumina production capacity have led to increased price volatility [1] - Despite these fluctuations, long-term growth in alumina production capacity is expected to keep future prices at lower levels [1] - The aluminum industry is projected to maintain high levels of prosperity in the long term, as supply growth is limited while demand continues to have growth points [1]

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]

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]

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]