Core Viewpoint - The stock of China Nonferrous Metal Industry Co., Ltd. (中色股份) has shown a significant increase in price and trading volume, indicating strong market interest and potential investment opportunities [1][2]. Financial Performance - As of October 13, 2025, the stock closed at 7.62 yuan, up 8.09%, with a trading volume of 2.4393 million hands and a total transaction amount of 1.787 billion yuan [1]. - The company reported a main revenue of 5.292 billion yuan for the first half of 2025, a year-on-year increase of 6.9%, and a net profit attributable to shareholders of 441 million yuan, up 40.0% year-on-year [4]. - The second quarter of 2025 saw a single-quarter main revenue of 2.835 billion yuan, a 9.87% increase year-on-year, and a net profit of 193 million yuan, reflecting a substantial increase of 1228.98% year-on-year [4]. Capital Flow - On October 13, 2025, the net inflow of main funds was 173 million yuan, accounting for 9.7% of the total transaction amount, while retail investors saw a net outflow of 148 million yuan, representing 8.28% of the total [1]. - The financing data indicates a net financing purchase of 65.793 million yuan on the same day, with a financing balance of 707 million yuan [2]. Industry Position - The company has a total market value of 15.208 billion yuan, which is below the industry average of 32.817 billion yuan, ranking 35th out of 76 in the industry [4]. - The company's price-to-earnings ratio (P/E) stands at 17.26, significantly lower than the industry average of 46.26, indicating a potentially undervalued stock [4]. - The company has a gross profit margin of 16.83%, which is higher than the industry average of 15.29%, and a return on equity (ROE) of 7.51%, outperforming the industry average of 3.88% [4].

Core Insights - The industrial metals sector experienced a rise of 1.12% on October 13, with silver leading the gains [1] - The Shanghai Composite Index closed at 3889.5, down 0.19%, while the Shenzhen Component Index closed at 13231.47, down 0.93% [1] Industrial Metals Sector Performance - Silver Holdings (601212) saw a closing price of 5.59, with a significant increase of 10.04% and a trading volume of 619.39 million [1] - Yuguang Gold Lead (600531) also increased by 10.04%, closing at 14.58 with a trading volume of 110.53 million [1] - Other notable performers included Zhongse Co. (000758) with an 8.09% increase, closing at 7.62, and Huayu Mining (601020) with a 7.04% increase, closing at 29.82 [1] Fund Flow Analysis - The industrial metals sector saw a net outflow of 2.21 billion from major funds, while retail investors contributed a net inflow of 1.369 billion [2] - Notable stocks with significant fund inflows included Zhongse Co. (000758) with a net inflow of 173 million from major funds [3] - Yuguang Gold Lead (600531) experienced a net outflow of 1.01 billion from major funds, indicating a shift in investor sentiment [3]

Group 1 - As of October 13, the metal lead concept increased by 2.83%, ranking 9th among concept sectors, with 24 stocks rising, including Baiyin Yousheng and Yuguang Jinlei hitting the daily limit [1] - Notable gainers in the sector included Zhongse Co., Chifeng Gold, and Hunan Baiyin, which rose by 8.09%, 7.50%, and 7.32% respectively [1] - The stocks with the largest declines were Xibu Mining, Xiyegongsi, and China Metallurgical Group, which fell by 1.80%, 1.50%, and 1.23% respectively [1] Group 2 - The lead metal concept saw a net outflow of 636 million yuan from main funds today, with 15 stocks experiencing net inflows, and 5 stocks seeing inflows exceeding 100 million yuan [2] - China Metallurgical Group led the net inflow with 216 million yuan, followed by Yuguang Jinlei and Zhongse Co. with net inflows of 180 million yuan and 152 million yuan respectively [2] - The top net inflow ratios were for Yuguang Jinlei, China Metallurgical Group, and Zhongse Co., with rates of 11.73%, 10.89%, and 10.29% respectively [3] Group 3 - The trading volume and turnover rates for leading stocks in the lead metal sector were highlighted, with China Metallurgical Group showing a turnover rate of 2.82% and a net inflow of 216.44 million yuan [3] - Yuguang Jinlei had a significant increase of 10.04% with a turnover rate of 10.14%, while Zhongse Co. rose by 8.09% with a turnover rate of 12.34% [4] - Other notable performers included Chihong Zn & Ge and Zhejiang Fu Holdings, which increased by 3.64% and 5.09% respectively [4]

Core Points - China Nonferrous Metal Construction Co., Ltd. (中色股份) experienced a stock price increase of 5.39%, reaching 7.43 CNY per share, with a trading volume of 1.144 billion CNY and a turnover rate of 8.11%, resulting in a total market capitalization of 14.79 billion CNY [1] - The company's main business segments include engineering contracting (58.50% of revenue), nonferrous metals (38.03%), metallurgical machinery (2.62%), and others (0.84%) [1] Shareholder Insights - Among the top ten circulating shareholders of China Nonferrous Metal Construction, the Jiashi Fund's ETF (嘉实中证稀土产业ETF) increased its holdings by 1.2912 million shares, totaling 7.1022 million shares, which represents 0.36% of the circulating shares [2] - The Jiashi ETF has achieved a year-to-date return of 77.11%, ranking 81 out of 4220 in its category, and a one-year return of 85.56%, ranking 32 out of 3855 [2] Fund Management - The Jiashi ETF is managed by Tian Guangyuan, who has been in the position for 4 years and 220 days, with a total fund asset size of 44.323 billion CNY [3] - During his tenure, the best fund return was 146.96%, while the worst return was -46.65% [3]

Core Viewpoint - The resignation of Jiang Lei, the general manager and board member of China Nonferrous Metal Construction Co., Ltd., is due to work adjustments, and he will no longer hold any positions within the company or its subsidiaries [1][3]. Group 1 - Jiang Lei submitted his resignation letter to the board on October 9, 2025, and his resignation will take effect upon delivery to the board [3]. - Jiang Lei held multiple positions, including director, strategic committee member, legal committee member, and general manager, and his original term was set from December 25, 2024, to December 24, 2027 [3]. - The board expressed gratitude for Jiang Lei's contributions during his tenure, noting his diligence and commitment to the company's operations and development [3]. Group 2 - The resignation will not result in the board falling below the legal minimum number of members and will not affect the company's normal operations and management [3].

每经AI快讯，中色股份（SZ 000758，收盘价：7.17元）10月9日晚间发布公告称，中国有色金属建设股 份有限公司董事会于2025年10月9日收到公司董事兼总经理蒋雷先生的书面辞呈。因工作调整，蒋雷先 生辞去公司董事、董事会战略委员会委员、董事会法治委员会委员及公司总经理职务，辞职后蒋雷先生 将不再担任公司及控股子公司任何职务。 每经头条（nbdtoutiao）——与美元脱钩后，暴涨102倍，揭秘黄金疯涨背后神秘的"无形之手"！专家： 推动金价上涨的逻辑没有变 （记者 王晓波） 2025年1至6月份，中色股份的营业收入构成为：承包工程占比58.5%，有色金属采选与冶炼业占比 38.03%，装备制造占比2.62%，其他行业占比0.84%。 截至发稿，中色股份市值为143亿元。 ...

蒋雷先生作为董事、总经理的原定任期为自 2024 年 12 月 25 日起至 2027 年 12 月 24 日止。截至本公告披露日，蒋雷先生未持有公司股票，不存在应当 履行而未履行的承诺事项。 根据《中华人民共和国公司法》及《公司章程》的有关规定，蒋雷先生辞 职后，不会导致公司董事会成员低于法定最低人数，也不会影响公司正常运作 和经营管理。蒋雷先生的辞职报告自送达公司董事会之日起生效。 蒋雷先生担任公司董事、总经理期间，恪尽职守、勤勉尽责，为公司的规 范运作和健康发展发挥了积极作用，董事会对其在任职期间做出的贡献表示衷 心感谢！ 特此公告。 中国有色金属建设股份有限公司董事会 证券代码：000758 证券简称：中色股份 公告编号：2025-068 中国有色金属建设股份有限公司 关于董事兼总经理辞职的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 中国有色金属建设股份有限公司（以下简称"公司"）董事会于 2025 年 10 月 9 日收到公司董事兼总经理蒋雷先生的书面辞呈。因工作调整，蒋雷先生 辞去公司董事、董事会战略委员会委员、董事会法治委员会委员及公司总 ...

中色股份10月9日公告，公司董事会收到公司董事兼总经理蒋雷的书面辞呈。因工作调整，蒋雷辞去公 司董事、董事会战略委员会委员、董事会法治委员会委员及公司总经理等职务，辞职后蒋雷将不再担任 公司及控股子公司任何职务。蒋雷的辞职报告自送达公司董事会之日起生效。 ...

Group 1 - The core viewpoint of the news is the performance and financial metrics of China Nonferrous Metal Construction Co., Ltd. (中色股份), highlighting its stock price increase and market capitalization [1] - As of September 30, the stock price of 中色股份 rose by 5.13% to 6.76 yuan per share, with a trading volume of 308 million yuan and a turnover rate of 2.34%, resulting in a total market value of 13.456 billion yuan [1] - The company's main business revenue composition includes: engineering contracting at 58.50%, nonferrous metals at 38.03%, metallurgical machinery at 2.62%, and others at 0.84% [1] Group 2 - From the perspective of major circulating shareholders, 嘉实中证稀土产业ETF (516150) increased its holdings by 1.2912 million shares, totaling 7.1022 million shares, which represents 0.36% of the circulating shares [2] - The 嘉实中证稀土产业ETF has a current scale of 2.427 billion yuan and has achieved a year-to-date return of 67.17%, ranking 162 out of 4220 in its category [2] - The fund has a one-year return of 90.57%, ranking 329 out of 3846, and a since inception return of 71.95% [2]

Core Viewpoint - China Nonferrous Metal Construction Co., Ltd. (中色股份) has shown a mixed performance in stock price and financial metrics, with a notable increase in revenue and profit year-on-year, while experiencing fluctuations in stock trading activity and shareholder composition [1][2]. Group 1: Stock Performance - As of September 29, 中色股份's stock price increased by 2.08% to 6.39 CNY per share, with a trading volume of 2.41 billion CNY and a market capitalization of 12.72 billion CNY [1]. - The stock has risen by 30.57% year-to-date, with a slight increase of 0.47% over the last five trading days, a decline of 11.13% over the last 20 days, and a rise of 25.79% over the last 60 days [1]. Group 2: Financial Performance - For the first half of 2025, 中色股份 reported a revenue of 5.292 billion CNY, representing a year-on-year growth of 6.90%, and a net profit attributable to shareholders of 441 million CNY, which is a 40.00% increase compared to the previous year [2]. - The company has distributed a total of 1.079 billion CNY in dividends since its A-share listing, with 91.67 million CNY distributed over the last three years [2]. Group 3: Shareholder Composition - As of September 19, 中色股份 had 121,000 shareholders, a decrease of 2.78% from the previous period, with an average of 16,326 circulating shares per shareholder, an increase of 2.86% [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 29.031 million shares, a decrease of 8.038 million shares from the previous period [2].