Core Viewpoint - 中色股份 reported significant growth in net profit for Q3 2025, driven by its "engineering contracting + resource development" dual strategy, with a net profit increase of over 80% year-on-year [1][2]. Financial Performance - The company achieved a net profit attributable to shareholders of 40.34 million yuan in Q3, marking an 83.37% year-on-year increase [1]. - For the year-to-date period, the net profit reached 481 million yuan, reflecting a 42.84% increase compared to the previous year, with a weighted average return on equity of 8.23%, up 2.04 percentage points [1]. Investment Gains - Investment income increased by 117.70% year-on-year, significantly contributing to profit growth [2]. - The fair value change of financial assets held by the parent company rose by 368.49% year-on-year, further boosting profitability [2]. - The company is progressing with its plan to sell stock assets, having sold part of its holdings in Shengda Resources, which is expected to provide additional cash flow [2]. Engineering Contracting Business - The engineering contracting segment continued to develop steadily, with 29 ongoing projects totaling 34.688 billion yuan and 2 signed but not yet effective projects exceeding 10.936 billion yuan [2]. - The Vietnam Duon Electrolytic Aluminum Project, which started in February 2025, is a key contributor, with a contract value of 4.196 billion yuan and 15% of the project completed as of Q3 [2]. Long-term Outlook - Analysts express optimism about 中色股份's long-term development, highlighting the robust order backlog in the engineering contracting business and the company's ability to secure future orders under the "Belt and Road" initiative [3]. - The resource segment is also gaining momentum, with significant potential from core projects like the Baiyin Noer Lead-Zinc Mine and the Dari Lead-Zinc Mine, which are expected to enhance production capacity [3]. - The dual strategy of "engineering contracting + resource development" is validated by the company's performance, with stable support from engineering orders and anticipated resource project output contributing to future growth [3].

Core Viewpoint - The company, China Nonferrous Metal Construction Co., Ltd., has released its third-quarter report for 2025, ensuring the accuracy and completeness of the disclosed information [1][2][17]. Financial Data - The third-quarter financial report has not been audited [3][7]. - The company has confirmed that there are no adjustments or restatements required for previous accounting data [3]. - There are no non-recurring gains or losses reported for the quarter [3]. Shareholder Information - The company has authorized management to sell its shares in Shengda Resources, totaling 15,926,096 shares, which represents 2.31% of Shengda's total share capital [5]. - As of the end of the reporting period, the company has sold 6,050,300 shares and retains 9,875,796 shares in Shengda Resources [5]. Major Projects - No new major projects were signed in the third quarter of 2025 [9]. - The company has ongoing major projects, but specific details are not disclosed in the report [9]. Board Meeting - The 12th meeting of the 10th Board of Directors was held on October 27, 2025, with all six directors present [11][12]. - The board approved the third-quarter report with unanimous consent [12][13]. Investor Communication - The company plans to hold an online performance briefing on November 4, 2025, to discuss the third-quarter results and engage with investors [16][18]. - Investors are encouraged to submit questions in advance for the briefing [18].

Core Viewpoint - China Nonferrous Metal Industry Co., Ltd. (中色股份) announced its 12th board meeting of the 10th session, discussing the Q3 2025 report and company performance [1] Company Summary - The board meeting took place on October 27, 2025, in Beijing, combining in-person and remote attendance [1] - For the first half of 2025, the company's revenue composition was as follows: 58.5% from contracting projects, 38.03% from nonferrous metal mining and smelting, 2.62% from equipment manufacturing, and 0.84% from other industries [1]

Core Insights - The company reported a revenue of 1,639,027,722.83 yuan for the third quarter of 2025, representing a year-on-year decline of 17.84% [2] - The net profit attributable to shareholders of the listed company was 40,340,629.79 yuan, showing a significant year-on-year increase of 83.37% [2] Financial Performance - Revenue for Q3 2025: 1,639,027,722.83 yuan, down 17.84% year-on-year [2] - Net profit for Q3 2025: 40,340,629.79 yuan, up 83.37% year-on-year [2]

Core Insights - China Nonferrous Metal Construction Co., Ltd. (referred to as "the company") reported its Q3 2025 financial results, showing a slight decline in revenue but a significant increase in net profit [1] Financial Performance - The company achieved an operating revenue of 6.931 billion yuan in the first three quarters, representing a year-on-year decrease of 0.21% [1] - The net profit attributable to shareholders of the listed company was 481 million yuan, reflecting a year-on-year increase of 42.84% [1] Business Overview - The company is primarily engaged in nonferrous metal resource development and international engineering contracting, possessing relevant technologies in these fields [1] - Its mining and exploration rights are mainly located in Mongolia, Indonesia, and Chifeng, Inner Mongolia [1]

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 ...