Group 1 - North Mining Technology (600980) is a state-owned enterprise under the State-owned Assets Supervision and Administration Commission, focusing on mining equipment and magnetic materials, with a leading position in the global market for intelligent flotation machines and a 12% share in domestic sintered permanent magnetic ferrite production [1][25][26] - Greenme (002340) is a leader in the recycling of rare metals and new energy materials, with a dual business model of "urban mining + new energy materials," supplying major companies like CATL and BYD [1][27] - Xiamen Tungsten (600549) is a leader in tungsten, molybdenum, and rare earth permanent magnetic materials, with a complete industrial chain from mining to high-end magnetic material production [2][28] Group 2 - Jiyuan Wanfang (000612) is a significant player in aluminum smelting and rare earth permanent magnetic materials, leveraging local resources to form a dual business model of "aluminum + rare earth" [3][29] - Wanlong Magnetic Plastic (603150) is a leader in refrigerator door seals and magnetic materials, producing ferrite magnets for major appliance manufacturers [4][30] - Northern Rare Earth (600111) is the largest rare earth producer globally, controlling over 40% of the world's rare earth oxide production and holding significant pricing power [5][30] Group 3 - Chifeng Gold (600988) is involved in gold mining and rare earth resource development, with a strong position in the domestic rare earth market [6][31] - Zhongmin Resources (002738) is a leader in lithium mining and rare earth resources, with significant overseas rare earth mining rights [7][33] - Galaxy Magnet (300127) specializes in sintered and bonded neodymium-iron-boron magnets, serving major clients like BYD and CATL [8][34] Group 4 - Zhong Rare Metals (600259) focuses on rare earth mining and functional materials, with a strong position in the medium and heavy rare earth sectors [9][35] - Tianhe Magnetic Materials (603072) is a leader in high-end neodymium-iron-boron magnets, supplying major automotive and industrial clients [10][36] - Oriental Zirconium (002167) produces zirconium products and rare earth functional materials, with a focus on the electronics and new energy sectors [11][37] Group 5 - Jinli Permanent Magnet (300748) is a leading producer of rare earth permanent magnetic materials, with a strong presence in the automotive sector [12][38] - Huaxin Environmental (301265) focuses on environmental equipment and rare earth recycling, leveraging a dual business model [13][40] - China Rare Earth (000831) is a key player in rare earth mining and processing, with a focus on high-value applications in new energy and military sectors [14][49]

Core Viewpoint - The company emphasizes the importance of market value management and shareholder returns, outlining its commitment to these areas through specific initiatives and performance metrics [1] Group 1: Market Value Management - The company has developed a market value management system and work plan for 2025, actively promoting the implementation of these plans [1] - The controlling shareholder has increased their stake in the company by approximately 2% in the secondary market [1] Group 2: Shareholder Returns - For the fiscal year 2024, the company plans to implement a cash dividend totaling 91.67 million yuan [1] - The company successfully achieved the first unlock period target of its 2022 restricted stock incentive plan, facilitating the flow and listing of restricted shares [1] Group 3: Performance Evaluation - The company received an A grade in the information disclosure work evaluation for listed companies on the Shenzhen Stock Exchange for the 2024-2025 period [1] - The company aims to continuously explore effective measures to stabilize and improve operational performance, thereby enhancing intrinsic value and actively rewarding investors [1]

（编辑 丛可心） 证券日报网2月9日讯 ，中色股份在接受调研者提问时表示，公司在国际工程承包领域具有丰富的项目 开发、管理经验，项目地域分布广阔，在中东、非洲、哈萨克等地区建设了一批具有代表性的国际产能 合作项目，为多个国家和地区建立了当地的第一座冶炼厂、电解铝、矿山等，也打响了NFC的国际品 牌。公司依托全产业链服务能力，构建了独特的竞争优势和技术优势，拥有丰富的国际化发展的实践经 验和人才储备，公司ENR全球承包商排名位居104位。2025年，公司累计新签合同额84.71亿元，截至 2025年12月31日，公司在执行未完工合同额338.43亿元，充足的项目储备为公司国际工程承包业务未来 3-5年稳步发展提供坚实基础。 ...

证券之星消息，截至2026年2月9日收盘，中色股份(000758)报收于7.4元，上涨1.23%，换手率2.71%， 成交量53.49万手，成交额3.97亿元。 2月9日的资金流向数据方面，主力资金净流出2884.94万元，占总成交额7.27%，游资资金净流入699.34 万元，占总成交额1.76%，散户资金净流入2185.59万元，占总成交额5.51%。 近5日资金流向一览见下表： 该股主要指标及行业内排名如下： 中色股份2025年三季报显示，前三季度公司主营收入69.31亿元，同比下降0.21%；归母净利润4.81亿 元，同比上升42.84%；扣非净利润3.01亿元，同比下降0.24%；其中2025年第三季度，公司单季度主营 收入16.39亿元，同比下降17.84%；单季度归母净利润4034.06万元，同比上升83.37%；单季度扣非净利 润-1.02亿元，同比下降5275.48%；负债率59.28%，投资收益1.49亿元，财务费用3796.49万元，毛利率 15.93%。中色股份（000758）主营业务：公司主营业务包括有色金属采选与冶炼和国际工程承包。公 司是国内最早从事国际工程承包的企业之一,以有色 ...

编号：2026-002 证券代码：000758 证券简称：中色股份 中国有色金属建设股份有限公司 投资者关系活动记录表 | | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 □业绩说明会 | | 动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他（请文字说明其他活动内容） | | | 中信证券 陈剑凡 | | | 保宁资本有限公司 黄静 Polunin Capital Partners Limited | | 活动参与人员 | | | | 上市公司接待人员： | | | 董事会秘书 朱国祥 | | | 证券事务代表 赵 旸 | | 时间 | 年 月 日 2026 2 9 | | 地点 | 中国有色大厦 1601 会议室 | | 形式 | 线下交流 | | | 1. 介绍公司情况 | | | 公司成立于 年，是中国最早"走出去"的企业之一， 1983 | | | 是中国有色金属工业"走出去"的排头兵。公司以国际工程承包 | | | 和有色金属资源开发为两大主业，经过 40 余年的国际化探索， | | | 逐步形成"勘察—设计—建设— ...

（文章来源：证券日报） 证券日报网2月6日讯 ，中色股份在接受调研者提问时表示，公司成立于1983年，是中国最早"走出 去"的中国企业之一，是中国有色金属工业"走出去"的排头兵。公司以国际工程承包和有色金属资源开 发为两大主业，经过40余年的国际化探索，逐步形成"勘察—设计—建设—采选—冶炼—装备制造—运 维服务"全产业链协同发展。公司拥有中色白音诺尔铅锌矿、鑫都矿业敖包锌矿两座在产矿山和达瑞铅 锌矿一座在建矿山，目前公司正在积极推进秘鲁Raura项目收购工作。 ...

证券日报网2月6日讯 ，中色股份在接受调研者提问时表示，2025年，中色白矿成功取得165万吨/年采 矿证，经公司董事会审议，中色白矿拟投资17.4亿元建设165万吨/年铅锌矿采选扩建项目，新建主井、 辅助斜坡道、5000t/d选厂、尾矿库及尾矿输送泵站及相应辅助设施等，同时进行自动化水平及生产装 备改造升级，项目建设周期三年，项目建设周期最终以实际建设情况为准。建成投产后，中色白矿产量 将实现增长。 （文章来源：证券日报） ...

中色股份（000758.SZ）2月6日在投资者互动平台表示，您好！公司一直积极推进相关项目：青海中色 自成立以来依托成熟技术团队与高效管理模式，持续完善青海地区资源储备体系，优选资源开发项目， 积极推进项目合作勘查；达瑞矿业聚焦项目选硫无尾建设方案变更，已完成无尾矿选硫技术可行性研究 报告，公司将加快办理相关手续的备案和审批工作，全力推进项目进度；哈萨克斯坦30万吨/年铜冶炼 厂项目合同尚未生效，如后续有相关进展且达到披露标准，公司将严格按照相关规定及时履行信息披露 义务。感谢您的关注。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：青海中色矿业停了吗？中色印尼达瑞矿业项目停了 吗？哈萨克斯坦30万吨/年铜冶炼厂项目停了吗？ ...

证券代码：000758 证券简称：中色股份 中国有色金属建设股份有限公司 4. 秘鲁 Raura 项目情况如何？ 秘鲁 Raura 项目为在产锌多金属矿山，采选规模 100 万吨/ 年，主要产品为锌精矿、铅精矿、铜精矿，银金属主要富集在铅 精矿和铜精矿中。项目保有资源量为：锌金属 161.37 万吨，铅 金属 34.78 万吨，银金属 1,872 吨，铜金属 11.92 万吨，目前资 源储量及采矿作业仅针对其中一宗在产矿权，其余矿权地质工作 将在完成收购后有序开展。2024 年，Raura 项目处理矿石量 102.48 万吨，锌入选品位 5.51%，铅入选品位 1.19%，银入选品位 1.84 盎司每吨，铜入选品位 0.25%。2026 年，公司将积极推进项目交 割，确保生产经营平稳过渡、有序衔接。 5. 中色白矿扩产的情况如何？ 2025 年，中色白矿成功取得 165 万吨/年采矿证，经公司董 事会审议，中色白矿拟投资 17.4 亿元建设 165 万吨/年铅锌矿采 选扩建项目，新建主井、辅助斜坡道、5000t/d 选厂、尾矿库及 尾矿输送泵站及相应辅助设施等，同时进行自动化水平及生产装 备改造升级，项目建设 ...

Core Viewpoint - China Nonferrous Metal Construction Co., Ltd. (中色股份) has experienced fluctuations in stock price and trading volume, with a recent decline in share price despite a year-to-date increase. The company shows a mixed financial performance with a slight decrease in revenue but a significant increase in net profit. Group 1: Stock Performance - On February 6, 中色股份's stock price fell by 2.45% to 7.17 CNY per share, with a trading volume of 70.04 million CNY and a turnover rate of 0.50%, resulting in a total market capitalization of 14.27 billion CNY [1] - Year-to-date, 中色股份's stock has increased by 7.98%, but it has declined by 9.47% over the last five trading days, with a 1.99% increase over the last 20 days and a 9.97% increase over the last 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, 中色股份 reported a revenue of 6.931 billion CNY, a slight decrease of 0.21% year-on-year, while the net profit attributable to shareholders increased by 42.84% to 481 million CNY [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 [3] Group 3: Shareholder Information - As of January 30, 2025, 中色股份 had 156,000 shareholders, an increase of 42.71% from the previous period, with an average of 12,668 circulating shares per shareholder, a decrease of 29.93% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the second-largest shareholder with 26.94 million shares, a decrease of 2.0884 million shares from the previous period [3]