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中色股份股价连续3天下跌累计跌幅9.6%,南方基金旗下1只基金持1287.72万股,浮亏损失888.53万元
Xin Lang Cai Jing· 2025-09-04 07:36
从中色股份十大流通股东角度 数据显示,南方基金旗下1只基金位居中色股份十大流通股东。南方中证1000ETF(512100)二季度增 持241.63万股,持有股数1287.72万股,占流通股的比例为0.65%。根据测算,今日浮亏损失约167.4万 元。连续3天下跌期间浮亏损失888.53万元。 9月4日,中色股份跌1.96%,截至发稿,报6.50元/股,成交6.10亿元,换手率4.70%,总市值129.39亿 元。中色股份股价已经连续3天下跌,区间累计跌幅9.6%。 资料显示,中国有色金属建设股份有限公司位于北京市朝阳区安定路10号中国有色大厦,成立日期1983 年9月16日,上市日期1997年4月16日,公司主营业务涉及以有色金属采选与冶炼、国际工程承包等。主 营业务收入构成为:承包工程58.50%,有色金属38.03%,装备制造2.62%,其他0.84%。 南方中证1000ETF(512100)基金经理为崔蕾。 截至发稿,崔蕾累计任职时间6年303天,现任基金资产总规模949.76亿元,任职期间最佳基金回报 136.9%, 任职期间最差基金回报-16.81%。 风险提示:市场有风险,投资需谨慎。本文为AI大 ...
2025年1-7月中国锌产量为416.6万吨 累计增长1.3%
Chan Ye Xin Xi Wang· 2025-09-03 05:06
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]
年内20家A股公司更新分拆上市“进度条”
Zheng Quan Ri Bao· 2025-08-29 15:46
Group 1 - The trend of A-share companies spinning off subsidiaries for IPOs is ongoing, with 20 companies updating their progress in 2023, including 5 completed, 9 in progress, and 6 terminated [1] - The spin-off allows subsidiaries to maximize capital market financing, improve funding shortages, and lower capital costs, providing sufficient funding for future development [1] - Parent companies can focus on their core businesses, enhancing operational capabilities and sustainability, thus increasing independence and competitiveness [1] Group 2 - The "A拆A" phenomenon has seen 4 companies complete their spin-offs, with examples including China Nonferrous Metal Construction Group and Hubei Xingfa Chemicals [2] - Ongoing spin-offs include companies like Zhongjie Nengyuan and Shenzhen Inovance Technology, with funds raised primarily for working capital, R&D, and production expansion [2] - For instance, Inovance plans to raise approximately 4.857 billion yuan for core component production in the new energy vehicle sector [2] Group 3 - The "A拆H" trend is also progressing, with 6 companies updating their plans for Hong Kong listings, leveraging the international market's advantages [3] - Successful listings, such as Nanshan Aluminum International, raised 2.379 billion HKD, with a stock price increase of over 77.74% since the IPO [3] - The objectives of these spin-offs include financing, enhancing independent operations, and optimizing capital structure, as seen in Shandong Gold's strategy for global market expansion [3] Group 4 - Zijin Mining views the spin-off of its overseas gold mining assets as a strategic move to enhance its international business and overall valuation [4] - The company submitted its Hong Kong listing application for its overseas gold assets, aiming to create a platform for overseas gold listings [4]
中国稀土涨停!荣登A股吸金榜第二!有色龙头ETF(159876)盘中大涨近3%,获资金实时净申购660万份!
Xin Lang Ji Jin· 2025-08-29 02:19
Group 1: Market Performance - The non-ferrous metal sector has shown strong performance, with significant gains in stocks such as China Rare Earth, Jiangxi Copper, and Shenghe Resources [1][2] - The non-ferrous metal ETF (159876) experienced a nearly 3% increase, with a net subscription of 6.6 million units, indicating strong investor interest [1][2] Group 2: Industry Insights - Recent regulations on rare earth mining and separation have tightened supply controls, potentially driving up prices further, with North Rare Earth reporting a 1951.52% year-on-year increase in net profit [2][3] - The rise in rare earth prices reflects the effectiveness of supply management policies, suggesting a strategic value increase for the sector [3] Group 3: Gold Sector Performance - Shandong Gold and Western Gold reported significant profit increases, with Shandong Gold's net profit reaching 2.808 billion yuan, up 102.98%, and Western Gold's net profit at 154 million yuan, up 131.94% [3] - The easing geopolitical tensions and expectations of a more accommodative U.S. monetary policy are favorable for gold prices, enhancing its tactical investment appeal [3] Group 4: Future Outlook - The non-ferrous metal sector is expected to benefit from monetary easing and domestic production optimization efforts, which may enhance profitability across the supply chain [4] - The non-ferrous metal sector has attracted a net inflow of 4.478 billion yuan, leading among all industry sectors [5] Group 5: Investment Strategy - The non-ferrous metal ETF (159876) and its associated funds provide diversified exposure to various metals, including copper, aluminum, gold, rare earths, and lithium, which can mitigate investment risks [6]
中色股份(000758) - 2025年8月27日投资者关系活动记录表
2025-08-27 10:52
Financial Performance - In the first half of 2025, the company achieved operating revenue of 52.92 billion yuan, a year-on-year increase of 6.90% [2] - The net profit attributable to shareholders was 4.41 billion yuan, reflecting a year-on-year growth of 40.00% [2] - The weighted average return on net assets was 7.51%, an increase of 1.72 percentage points compared to the previous year [2] Market Management - The company emphasizes market value management, integrating it into strategic planning and actively promoting its implementation [2] - In the first half of 2025, the company formulated a market value management system and annual plan, incorporating it into the "14th Five-Year Plan" [3] - The company distributed a total cash dividend of 91,670,702.74 yuan (including tax) to all shareholders [3] Project Development - The company has been involved in the Madagascar rare earth project since June 2019, with ongoing discussions and no significant updates disclosed [2] - The Darui lead-zinc project in Indonesia has not yet commenced production, with expectations for revenue and net profit contributions still to be determined [2] - The company is focusing on enhancing project investment verification capabilities and selecting valuable mining rights for future resource development [4] Cash Flow and Receivables - In the first half of 2025, the net cash flow from operating activities was 9.65 billion yuan, a year-on-year increase of 251.58% [4] - As of June 30, 2025, the book value of accounts receivable was 10.52 billion yuan, a decrease of 6.98 billion yuan from the beginning of the period [4] Strategic Initiatives - The company is committed to high-quality development and has outlined strategic plans for the "15th Five-Year Plan" focusing on resource development and engineering contracting [3] - The company is advancing intelligent mining construction and has completed several automation upgrades and information system developments [3] - The company is actively pursuing resource replenishment and production strategies, aiming to expand mineral development opportunities [4]
中色股份:营收利润双增筑牢发展根基 多点开花冲刺“十四五”收官
Zheng Quan Shi Bao Wang· 2025-08-27 03:00
Core Viewpoint - The company has demonstrated significant growth in revenue and profit in the first half of 2025, driven by its core business operations and strategic project developments, particularly in international engineering contracting and resource management [1][2][4]. Financial Performance - The company achieved an operating income of 5.292 billion yuan, a year-on-year increase of 6.90% [1]. - The net profit attributable to shareholders reached 441 million yuan, reflecting a substantial growth of 40% compared to the previous year [1]. - The net cash flow from operating activities was 965 million yuan, marking a remarkable increase of 251.58% year-on-year, indicating improved liquidity and operational quality [1]. International Engineering Contracting - The international engineering contracting business generated revenue of 3.096 billion yuan, up 28.44% year-on-year, becoming a key driver of the company's revenue growth [2]. - The company signed new contracts worth 7.531 billion yuan during the reporting period, enhancing its growth momentum [2]. - Notable projects include the successful construction of the Indonesian Oman copper smelting project and the signing of the Vietnam multi-farm electrolytic aluminum project, showcasing the company's competitive strength in the international market [2][3]. Resource Management and Development - The company is actively advancing resource "increased reserves and production" projects to strengthen its resource base amid fluctuating zinc metal prices [4]. - Key projects include the optimization of zinc smelting processes and the expansion of mining capacity, which are expected to enhance production efficiency and support future growth [4][5]. - The company has obtained a mining license for a 1.65 million tons per year project, which will significantly boost its lead and zinc production capacity [4]. Equipment Manufacturing - The equipment manufacturing segment reported revenue of 139 million yuan, a substantial increase of 48.16% year-on-year, indicating strong growth potential [6]. - The subsidiary, Zhongse Pump Industry, has entered into a strategic cooperation agreement with a major mining company, which is expected to provide stable order support and strengthen its market position [7]. - The company is focusing on product innovation and quality control, achieving international standards in key performance indicators for its new pump products [7]. Future Outlook - The company plans to continue focusing on its core business, enhancing project construction, market expansion, and technological innovation to achieve its annual operational goals [8]. - As the company enters a critical phase of its "14th Five-Year Plan," it aims to optimize its business structure and improve operational quality for higher quality development in the "15th Five-Year Plan" [8].
中色股份(000758) - 关于部分限制性股票回购注销完成的公告
2025-08-26 10:14
证券代码:000758 证券简称:中色股份 公告编号:2025-062 中国有色金属建设股份有限公司 关于部分限制性股票回购注销完成的公告 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。 特别提示: 2. 本次限制性股票的回购价格:因调动、免职等组织安排不在公司任职的, 公司按照2024年度权益分派方案实施后调整的授予价格2.523973元/股加上银行 同期定期存款利息之和进行回购注销。 3. 截至 2025 年 8 月 26 日,公司已在中国证券登记结算有限责任公司深圳 分公司完成上述限制性股票的回购注销事宜。 一、激励计划已履行的决策程序和信息披露情况 (一)2022 年 12 月 9 日,公司召开第九届董事会第 50 次会议,审议通过 了《关于公司<2022 年限制性股票激励计划(草案)>及其摘要的议案》《关于 公司<2022 年限制性股票激励计划实施考核管理办法>的议案》《关于公司<2022 年限制性股票激励计划管理办法>的议案》《关于提请股东大会授权董事会办理 公司 2022 年限制性股票激励计划相关事项的议案》。独立董事对上述议案发表 了同意的独 ...
中色股份:8月22日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-08-25 13:42
Group 1 - The core point of the article is that China Nonferrous Metal Industry's Foreign Engineering and Construction Co., Ltd. (中色股份) held its 9th meeting of the 10th board of directors on August 22, 2025, to review governance system amendments [1] - For the first half of 2025, the revenue composition of the company was as follows: 58.5% from contracting projects, 38.03% from non-ferrous metal mining and smelting, 2.62% from equipment manufacturing, and 0.84% from other industries [1] - As of the report date, the market capitalization of the company was 13 billion yuan [1] Group 2 - The A-share market has seen trading volumes exceed 2 trillion yuan for eight consecutive days, indicating strong market activity [1] - Major brokerage firms are actively recruiting for autumn positions, with 25 job openings available, reflecting a demand for talent in the industry [1]
中色股份(000758.SZ)发布上半年业绩,归母净利润4.41亿元,增长40%
智通财经网· 2025-08-25 12:47
智通财经APP讯,中色股份(000758.SZ)发布2025年半年度报告,该公司营业收入为52.92亿元,同比增 长6.90%。归属于上市公司股东的净利润为4.41亿元,同比增长40.00%。归属于上市公司股东的扣除非 经常性损益的净利润为4.03亿元,同比增长32.80%。基本每股收益为0.2211元。报告期内,工程承包业 务较同期增加。 ...
中色股份(000758) - 中国有色金属建设股份有限公司累积投票制度实施细则(2025年8月修订)
2025-08-25 11:19
中国有色金属建设股份有限公司 累积投票制实施细则 (尚需提交股东大会审议) 第一章 总 则 第一条 为进一步完善中国有色金属建设股份有限公 司(以下简称"公司")法人治理结构,规范公司董事的选 举,保护股东、公司和利益相关者的合法权益,根据《中华 人民共和国公司法》《中华人民共和国证券法》《上市公司 治理准则》《深圳证券交易所股票上市规则》等法律、行政 法规、规章和规范性文件以及《中国有色金属建设股份有限 公司章程》(以下简称"《公司章程》")之有关规定,并 结合公司实际情况,特制定本实施细则。 第二条 本实施细则所称累积投票制,是指公司股东会 在选举董事时,股东所持的每一有效表决权股份拥有与该次 股东会应选董事总人数相等的投票权,股东拥有的投票权等 于该股东持有股份数与应选董事总人数的乘积,并可以集中 使用,即股东可以用所有的投票权集中投票选举一位候选董 事,也可以将投票权分散行使、投票给数位候选董事,最后 按得票的多少决定当选董事。 董事会换届改选或者现任董事会增补独立董事时,现任 董事会、审计委员会、单独或者合并持有公司百分之一以上 股份的股东可以提名下一届董事会的独立董事候选人或者 增补独立董事的候选 ...