Company Performance - Zhongse Co., Ltd. reported a revenue of approximately 6.931 billion yuan for the first three quarters of 2025, a year-on-year decrease of 0.21% [1] - The net profit attributable to shareholders of the listed company was approximately 481 million yuan, reflecting a year-on-year increase of 42.84% [1] - Basic earnings per share were 0.2413 yuan, which is an increase of 41.19% compared to the previous year [1] Market Context - As of the report, Zhongse Co., Ltd. has a market capitalization of 13.7 billion yuan [2] - The A-share market has surpassed 4000 points, marking a significant resurgence after a decade of stagnation, with a new "slow bull" market pattern emerging driven by technology [2]

Core Viewpoint - China Molybdenum Co., Ltd. (000758.SZ) reported a slight decline in revenue for the first three quarters of the year, while net profit showed significant growth, indicating a mixed performance in financial results [1] Financial Performance - The company's operating revenue for the first three quarters was 6.93 billion, a year-on-year decrease of 0.21% [1] - Net profit attributable to shareholders reached 480 million, reflecting a year-on-year increase of 42.84% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 300 million, showing a slight decline of 0.24% year-on-year [1]

Core Insights - The company announced a new project signed in Q3 2025 with a contract value of 121 million yuan [1] - The total number of ongoing projects is 29, with a total contract value of 34.688 billion yuan [1] - There are 2 signed but not yet effective projects, amounting to 1.0936 billion yuan [1] - The company has 4 projects that have been bid but not yet signed, totaling 111.4 million yuan [1] Major Projects - The Indonesia Oman Copper Smelting Plant project has a contract value of 6.561 billion yuan, with 99.83% of the engineering progress completed [1] - The Indonesia Oman Copper Concentrator Expansion project has a contract value of 3.075 billion yuan, with 90.36% of the engineering progress completed [1] - The Vietnam Duong Electric Aluminum project has a contract value of 4.196 billion yuan, with 15.00% of the engineering progress completed [1]

证券代码：000758 证券简称：中色股份 公告编号：2025-078 中国有色金属建设股份有限公司 2025 年第三季度经营合同情况的公告 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、误导性陈述或者重大遗漏。 根据《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监管 指引第 3 号——行业信息披露》等相关规定，中国有色金属建设股份有限公司（以 下简称"公司"）现将 2025 年第三季度工程承包业务经营合同情况公告如下： 注：表中"在执行未完工项目合同金额"为截至 2025 年第三季度末公司累 计已签约但尚未完工合同总额中未完工部分的金额。 特此公告。 中国有色金属建设股份有限公司董事会 二、重大项目情况 2025 年第三季度，公司无新签重大项目。截至 2025 年第三季度末公司在执 行的重大项目情况具体如下： | 项目名称 | 合同金额 | 业务 | 开工 | 工期 | 履行情况 | | --- | --- | --- | --- | --- | --- | | | （万元） | 模式 | 日期 | | 截至 2025 年 9 月 30 日，项 | | | | | | ...

关于召开 2025 年第三季度网上业绩说明会的公告 本公司及董事会全体成员保证公告内容的真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 中国有色金属建设股份有限公司（以下简称"公司"）于 2025 年 10 月 29 日发布了《2025 年第三季度报告》，为了方便广大投资者全面深入地了解公司， 进一步加强与广大投资者的沟通交流，公司计划于 2025 年 11 月 04 日（星期二） 15:00-17:00 通过"中证网"之"中证路演"举办 2025 年第三季度网上业绩说明 会。现将有关事项公告如下： 一、业绩说明会的安排 证券代码：000758 证券简称：中色股份 公告编号：2025-079 中国有色金属建设股份有限公司 为充分尊重投资者、提升交流的针对性，公司就 2025 年第三季度业绩说明 会提前向投资者公开征集问题，广泛听取投资者的意见和建议。投资者可于 2025 年 11 月 04 日 12:00 前将所关注的问题通过扫描下方二维码发送至公司。公司将 于业绩说明会期间对投资者普遍关注的问题进行回答，欢迎广大投资者积极参与。 三、联系方式 联系电话：010-84427227 电子邮箱：inve ...

一、董事会会议召开情况 中国有色金属建设股份有限公司（以下简称"公司"）第十届董事会第 12 次会议于 2025 年 10 月 17 日以邮件形式发出会议通知，于 2025 年 10 月 27 日在 北京市朝阳区安定路 10 号中国有色大厦 1622 会议室以现场加通讯方式召开。本 次董事会应参加董事 6 人，实际参加董事 6 人。本次董事会会议的召开符合《中 华人民共和国公司法》和《公司章程》的有关规定。 证券代码：000758 证券简称：中色股份 公告编号：2025-076 中国有色金属建设股份有限公司 第十届董事会第 12 次会议决议公告 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、误导性陈述或者重大遗漏。 中国有色金属建设股份有限公司董事会 二、董事会会议审议情况 1. 会议以 6 票同意，0 票反对，0 票弃权审议通过了《2025 年第三季度报告》。 《2025 年第三季度报告》中的财务信息已经公司董事会审计委员会 2025 年 第 7 次会议审议通过。 具体内容详见同日在《中国证券报》《证券时报》《上海证券报》《证券日 报》和巨潮资讯网（www.cninfo.com. ...

中国有色金属建设股份有限公司 2025 年第三季度报告 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。 重要内容提示： 1.董事会及董事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重大遗漏，并承担 个别和连带的法律责任。 2.公司负责人刘宇、主管会计工作负责人朱国胜及会计机构负责人宗雅鑫声明：保证季度报告中财务信息的真实、准确、 完整。 3.第三季度财务会计报告是否经过审计 中国有色金属建设股份有限公司 2025 年第三季度报告 证券代码：000758 证券简称：中色股份 公告编号：2025-077 □是 否 1 中国有色金属建设股份有限公司 2025 年第三季度报告 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 否 | | 本报告期 | 本报告期比上年同 | 年初至报告 | | | --- | --- | --- | --- | --- | | | | 期增减 | 年初至报告期末 | 期末比上年 同期增减 | | 营业收入（元） | 1,639,027,722.83 | -17. ...

Core Insights - 中色股份 (000758) reported a closing price of 7.01 yuan on October 27, 2025, with a 1.15% increase and a trading volume of 676,300 shares, amounting to a total transaction value of 475 million yuan [1][2] Financial Performance - The company achieved a main revenue of 5.292 billion yuan in 2025, reflecting a year-on-year increase of 6.9% [3] - The net profit attributable to shareholders was 441 million yuan, up 40.0% year-on-year [3] - The net profit excluding non-recurring items was 403 million yuan, representing a 32.8% increase year-on-year [3] - In Q2 2025, the company reported a single-quarter main revenue of 2.835 billion yuan, a 9.87% increase year-on-year [3] - The single-quarter net profit attributable to shareholders reached 193 million yuan, a significant increase of 1228.98% year-on-year [3] - The company’s gross profit margin stood at 16.83%, higher than the industry average of 15.57% [3] Market Position - 中色股份 has a total market capitalization of 13.954 billion yuan, ranking 35th in the non-ferrous metals industry [3] - The company’s price-to-earnings ratio (P/E) is 15.84, which is lower than the industry average of 37.7, ranking 14th in the industry [3] - The return on equity (ROE) is 7.51%, outperforming the industry average of 5.34% [3] Recent Trading Activity - On October 27, 2025, the main funds saw a net inflow of 13.4574 million yuan, accounting for 2.83% of the total transaction value [1][2] - Retail investors contributed a net inflow of 3.2934 million yuan, representing 0.69% of the total transaction value [1][2] - Over the past five days, the stock has experienced fluctuations in fund flows, with notable net outflows from speculative funds on several days [2]

Core Viewpoint - The company, China Nonferrous Metal Industry's Foreign Engineering and Construction Co., Ltd. (中色股份), primarily engages in non-ferrous metal resource development and international engineering contracting, possessing relevant technologies in these fields [1] Company Summary - The company is involved in the development of non-ferrous metal resources [1] - It also specializes in international engineering contracting [1] - The company has technological capabilities related to both non-ferrous metal resource development and international engineering contracting [1]

Core Viewpoint - The stock of China Nonferrous Metal Industry Co., Ltd. (中色股份) has shown a decline in price and a mixed capital flow, indicating potential investor caution and varying interest levels among different investor groups [1][2]. Financial Performance - As of the latest report, the company's total revenue for the first half of 2025 reached 5.292 billion yuan, reflecting a year-on-year increase of 6.9% [3]. - The net profit attributable to shareholders was 441 million yuan, up 40.0% year-on-year, while the net profit excluding non-recurring items was 403 million yuan, increasing by 32.8% [3]. - In Q2 2025, the company reported a single-quarter revenue of 2.835 billion yuan, a 9.87% increase year-on-year, and a net profit of 193 million yuan, which represents a staggering year-on-year increase of 1228.98% [3]. Market Position - The company's total market capitalization is 13.635 billion yuan, which is significantly lower than the industry average of 30.422 billion yuan, placing it at 36th out of 76 in the industry ranking [3]. - The company's price-to-earnings ratio (P/E) stands at 15.48, which is more favorable compared to the industry average of 43.74, ranking it 18th out of 76 [3]. - The return on equity (ROE) is reported at 7.51%, which is higher than the industry average of 4.22%, ranking 21st out of 76 [3]. Capital Flow Analysis - On October 22, 2025, the stock closed at 6.85 yuan, down 1.44%, with a turnover rate of 3.01% and a trading volume of 594,500 hands, amounting to a total transaction value of 404 million yuan [1]. - The net outflow of main funds was 24.5373 million yuan, accounting for 6.07% of the total transaction value, while retail investors saw a net inflow of 9.1335 million yuan, representing 2.26% of the total [1][2].