证券代码：000933 证券简称：神火股份 公告编号：2025-048 河南神火煤电股份有限公司 关于持股 5%以上股东减持股份预披露公告 持有河南神火煤电股份有限公司（以下简称"公司""本公司"） 股份 191,750,885 股（占公司总股本的 8.58%，总股本以公司当前股本 2,249,350,569 股 剔 除 回 购 专 用 账 户 股 份 15,420,360 股 后 的 2,233,930,209 股为计算依据，下同）的股东商丘市普天工贸有限公司 （以下简称"普天工贸"）计划在本公告披露之日起 15 个交易日后的 3 个月内（即 2025 年 8 月 27 日至 2025 年 11 月 26 日），以集中竞价 或大宗交易方式减持本公司股份不超过 20,000,000 股，占公司总股本 的 0.90%。 一、减持股东的基本情况 （一）股东名称：商丘市普天工贸有限公司 （二）股东持股情况：截至本公告披露日，普天工贸持有公司股 份 191,750,885 股，占本公司总股本的 8.58%；股份性质为"无限售条 件流通股"。 二、本次减持计划的主要内容 1、减持原因：自身资金安排及经营管理需要。 商丘 ...

每经AI快讯，8月4日，神火股份（000933）公告称，持股8.58%的股东普天工贸计划在本公告披露之日 起15个交易日后的3个月内，以集中竞价或大宗交易方式减持公司股份不超过2000万股，占公司总股本 的0.90%。减持原因为自身资金安排及经营管理需要，股份来源为受让的国有股及公司实施权益分派所 获得的股份。减持期间为2025年8月27日至11月26日，价格区间根据市场情况确定。 ...

Group 1 - The company, Shenhuo Co., Ltd. (SZ 000933), announced on August 1 that it has repurchased approximately 15.42 million shares, accounting for 0.686% of its total share capital, through a special securities account for stock repurchase via centralized bidding [2] - The highest transaction price during the repurchase was 17 CNY per share, while the lowest was 15.93 CNY per share, with a total transaction amount of approximately 255 million CNY [2] Group 2 - For the fiscal year 2024, the company's revenue composition is as follows: non-ferrous metals account for 67.97%, mining industry for 18.01%, deep processing of electrolytic aluminum for 9.89%, trading for 1.89%, and other industries for 1.36% [2]

Investment Rating - The report maintains a "Buy" rating for several companies in the non-ferrous metals sector, including Zijin Mining, Luoyang Molybdenum, and China Nonferrous Mining [4][6][10]. Core Views - The report highlights a significant increase in the probability of interest rate cuts, which has led to rising prices for both industrial and precious metals. The macroeconomic environment is expected to support metal prices in the second half of the year [2][4]. - Industrial metals are anticipated to benefit from ongoing macroeconomic policy support in China, with a focus on the "14th Five-Year Plan" and continued investment in infrastructure [2][4]. - Precious metals, particularly gold, are expected to see a long-term upward trend due to central bank purchases and weakening US dollar credit [4][6]. Summary by Sections Industrial Metals - Copper prices have been affected by the US imposing a 50% tariff on semi-finished copper, leading to a significant drop in COMEX copper prices. However, domestic demand is showing signs of recovery with an increase in the operating rate of copper rod enterprises to 71.73% [2][4]. - Aluminum production capacity remains stable, but demand is weak due to seasonal factors, with social inventory increasing to 544,000 tons [2][4]. - Key companies recommended include Zijin Mining, Luoyang Molybdenum, and China Nonferrous Mining [2][4]. Energy Metals - Cobalt prices are expected to rise due to the impact of the Democratic Republic of Congo's mining ban, while lithium prices have seen a rapid decline amid cautious market sentiment [3][4]. - Nickel prices are projected to remain strong due to low inventory levels and increased purchasing activity from downstream sectors [3][4]. - Recommended companies include Huayou Cobalt and Zangge Mining [3][4]. Precious Metals - Gold prices are expected to rise due to strong central bank purchases and a favorable macroeconomic environment, with the report highlighting a long-term upward trend for gold prices [4][6]. - Silver prices are also expected to increase, driven by industrial demand and recovery in the market [4][6]. - Key companies recommended include Shandong Gold, Zhongjin Gold, and Zijin Mining [4][6].

Group 1 - The core point of the article highlights the performance and holdings of the Invesco Great Wall State-Owned Enterprise Value Mixed A Fund, which has a recent net value of 1.3060 yuan and has experienced a weekly return of -3.04% [1] - The fund was established on May 30, 2023, and as of June 30, 2025, it has a total scale of 295 million yuan [1] - The top ten stock holdings of the fund include Zijin Mining, China Mobile, Shenhuo Co., Tencent Holdings, China National Offshore Oil, Chuan Yi Co., Sinopharm Holdings, Zhuhai Smelter Group, Yun Aluminum, and CRRC Corporation, with a combined holding percentage of 52.32% [1] Group 2 - The fund has achieved a return of 8.78% over the past three months and 8.37% year-to-date [1]

（文章来源：证券日报） 证券日报网讯 8月1日晚间，神火股份发布公告称，截至2025年7月31日，公司通过股票回购专用证券账 户以集中竞价交易方式累计回购公司股份15，420，360股，占公司目前总股本的0.686%。 ...

Core Viewpoint - The China Securities Index for cyclical steady growth has shown a mixed performance, with a recent decline in the index while maintaining a positive trend over the past month and three months [1][2]. Group 1: Index Performance - The Shanghai Composite Index decreased by 0.37%, while the China Securities Index for cyclical steady growth 50 fell by 0.84%, closing at 1652.84 points with a trading volume of 17.107 billion yuan [1]. - Over the past month, the cyclical steady growth 50 index has increased by 3.62%, and over the last three months, it has risen by 7.90%. However, year-to-date, it has declined by 1.53% [1]. Group 2: Index Composition - The cyclical steady growth 50 index comprises 50 companies selected based on low price-to-book ratios, high revenue growth, and high return on equity (ROE) [1]. - The top ten weighted companies in the index include China State Construction (9.6%), China Petroleum (9.45%), and COSCO Shipping Holdings (9.33%) among others [1]. - The index is primarily composed of companies listed on the Shanghai Stock Exchange, which accounts for 76.10% of the index, while the Shenzhen Stock Exchange represents 23.90% [1]. Group 3: Sector Allocation - The sector allocation of the cyclical steady growth 50 index shows that materials account for 40.39%, industrials for 29.59%, and energy for 28.80%, with real estate making up only 1.22% [2]. - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December [2].

证券代码：000933 证券简称：神火股份 公告编号：2025-047 河南神火煤电股份有限公司 关于股份回购进展情况的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 二、其他说明 公司回购股份的时间、回购股份数量、回购股份价格及集中竞价交 易的委托时段符合《上市公司股份回购规则》《深圳证券交易所上市公 司自律监管指引第 9 号——回购股份》的相关规定，具体如下： 1 （一）公司未在下列期间回购股份： 河南神火煤电股份有限公司（以下简称"公司"）于 2024 年 12 月 30 日召开董事会第九届十四次会议审议通过了《关于回购公司股份方 案的议案》，同意公司使用自有资金通过集中竞价交易方式回购部分股 份用于股权激励计划，回购总金额不低于人民币 2.50 亿元（含）且不 超过人民币 4.50 亿元（含），回购价格不超过人民币 20 元/股（含）， 实施期限为自董事会审议通过本次回购方案之日起 12 个月内。具体内 容详见公司在《证券时报》《中国证券报》《上海证券报》《证券日报》 及巨潮资讯网（http://www.cninfo.com.cn）披露的相关公告 ...

资金流向方面，今日主力资金净流入6251.91万元，占比成交额16.84%。其中，超大单净流入2516.09万 元、占成交额6.78%，大单净流入3735.82万元、占成交额10.06%，中单净流出流出2142.82万元、占成 交额5.77%，小单净流出4109.09万元、占成交额11.07%。 神火股份最新一期业绩显示，截至2025一季报，公司营业总收入96.32亿元、同比增长17.13%，归属净 利润7.08亿元，同比减少35.05%，扣非净利润7.15亿元，同比减少29.43%，流动比率0.641、速动比率 0.455、资产负债率49.45%。 天眼查商业履历信息显示，河南神火煤电股份有限公司，成立于1998年，位于商丘市，是一家以从事煤 炭开采和洗选业为主的企业。企业注册资本224970.8409万人民币，实缴资本15868万人民币。公司法定 代表人为李宏伟。 金融界消息 截至2025年8月1日收盘，神火股份（000933）报收于17.9元，上涨1.13%，换手率0.92%， 成交量20.74万手，成交金额3.71亿元。 来源：金融界 通过天眼查大数据分析，河南神火煤电股份有限公司共对外投资了34家企 ...

证券之星消息，8月1日工业金属板块较上一交易日上涨0.57%，海亮股份领涨。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。工业金属板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002203 | 海亮股份 | 11.90 | 8.58% | 122.72万 | | 14.52 Z | | 002295 | 精艺股份 | 10.46 | 5.76% | 27.11万 | | 2.80亿 | | 600531 | 豫光金铅 | 8.51 | 4.55% | 74.62万 | | 6.31亿 | | 600595 | 三体温 | 4.73 | 2.83% | 103.68万 | | 4.951Z | | 600490 | 鹏欣资源 | 4.40 | 2.56% | 49.20万 | | 2.14亿 | | 600768 | 宁波富邦 | 12.43 | 2.22% | 3.24万 | | 3995.57万 | ...