Group 1 - The metal lead concept increased by 3.11%, ranking 10th among concept sectors, with 35 stocks rising, including significant gains from Xiyang Co., which hit the daily limit, and others like Beijiete, Zijin Mining, and Weiling Co. with increases of 8.48%, 6.21%, and 6.13% respectively [1][2] - The metal lead sector saw a net inflow of 1.194 billion yuan, with 22 stocks receiving net inflows, and 8 stocks exceeding 50 million yuan in net inflows. Zijin Mining led with a net inflow of 1.029 billion yuan, followed by Xiyang Co., Xiyang Co., and Tibet Zhufeng with net inflows of 204 million yuan, 153 million yuan, and 127 million yuan respectively [2][3] - The top net inflow ratios were recorded by Tibet Zhufeng, China Metallurgical Group, and Zijin Mining, with net inflow ratios of 10.16%, 7.89%, and 7.80% respectively [3] Group 2 - The trading performance of key stocks in the metal lead sector included Zijin Mining with a daily increase of 6.21% and a turnover rate of 1.73%, while Xiyang Co. had a 10.01% increase and a turnover rate of 4.09% [3][4] - Other notable stocks included Western Mining with a 3.17% increase and a turnover rate of 2.79%, and Shengtun Mining with a 5.61% increase and a turnover rate of 6.03% [4][5] - Stocks such as Beijiete and Huaxiang Co. also showed significant increases of 8.48% and 6.13% respectively, indicating strong market interest in the sector [5]

从资金流向上来看，当日小金属板块主力资金净流入24.99亿元，游资资金净流出7.53亿元，散户资金净 流出17.45亿元。小金属板块个股资金流向见下表： 证券之星消息，1月6日小金属板块较上一交易日上涨4.31%，浩通科技领涨。当日上证指数报收于 4083.67，上涨1.5%。深证成指报收于14022.55，上涨1.4%。小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) | | | --- | --- | --- | --- | --- | --- | --- | | 301026 | 浩道科技 | 32.50 | 12.03% | 20.88万 | | 6.66 Z | | 000960 | 锡业股份 | 31.11 | 10.01% | 67.24万 | | 20.43亿 | | 002978 | 安宁股份 | 36.17 | 10.01% | 19.52万 | | 6.87亿 | | 600459 | 贵研铂业 | 21.12 | 10.00% | 69.41万 | | 14.38亿 | | 002182 | 宝武镁V | 16.95 | 9.0 ...

贵研铂业涨停，洛阳钼业、紫金矿业双双创出历史新高，锡业股份、华锡有色、云南锗业、中钨高新跟 涨。 (本文来自第一财经) 贵研铂业涨停，洛阳钼业、紫金矿业双双创出历史新高，锡业股份、华锡有色、云南锗业、中钨高新跟 涨。 (本文来自第一财经) ...

Group 1 - Precious metals are experiencing a correction due to increased margin requirements by CME, leading to a decrease in speculative sentiment and a drop in prices for silver, platinum, and palladium, with gold also following suit. Short-term outlook remains positive due to potential political events in the Americas around New Year's that may trigger safe-haven demand, alongside inflows into ETFs driven by interest rate cuts [1][2] - Copper prices have risen, supported by a supply-demand imbalance expected in 2026 due to lowered production forecasts from Freeport and Teck Resources. The expectation of increased fiscal spending by the U.S. government further strengthens this outlook, suggesting that current price adjustments present buying opportunities [2] - Aluminum is recommended for buying on dips, with macroeconomic support expected from the implementation of a national subsidy plan in 2026 aimed at stimulating demand. Supply disruptions are anticipated due to maintenance at the Mozal aluminum plant, while demand remains constrained by high prices and environmental production limits [2] Group 2 - Cobalt prices have increased across the board, with electrolytic cobalt prices rising significantly due to tight supply conditions. The domestic raw material market remains structurally tight, providing solid support for prices [3] - Lithium prices have surged, driven by favorable signals from domestic new energy vehicle subsidies and expected production resumption from a key mine. The overall demand for lithium hexafluorophosphate remains strong, suggesting that carbonated lithium will continue to deplete inventories, making it a buy on dips [3] - Investment recommendations include companies such as Xingye Silver Tin, Xiyang Co., Huaxi Nonferrous, and Zijin Mining, among others, indicating a focus on firms within the precious metals and base metals sectors [4]

Group 1 - The non-ferrous metal sector is leading the market, with the popular ETF, Huabao Non-ferrous ETF (159876), reaching a historical high with an intraday increase of 3.03% and a current increase of 2.45% [1] - As of the report, Huabao Non-ferrous ETF (159876) has seen a net subscription of 32.4 million units, with a total inflow of 56.48 million yuan over the past four days, indicating strong investor confidence in the sector [1] - The latest scale of Huabao Non-ferrous ETF (159876) is 879 million yuan, marking a new historical high [1] Group 2 - Leading stocks in the sector include Huayou Cobalt, which rose over 7%, and several others like Zhongkuang Resources, Hanrui Cobalt, and Shenhuo Co., all increasing by more than 5% [3] - Notable stock performances include Huayou Cobalt at 7.44%, Zhongkuang Resources at 5.68%, and Hanrui Cobalt at 5.86%, among others [4] Group 3 - The prices of metals like copper and gold are expected to remain relatively high through 2025, with leading companies such as Chifeng Gold, Huayou Cobalt, and Zijin Mining issuing profit increase announcements [3] - Zijin Mining anticipates a net profit attributable to shareholders of 51 to 52 billion yuan for the fiscal year 2025, representing a year-on-year growth of 59% to 62% [3] Group 4 - Analysts from CITIC Futures suggest that geopolitical tensions and soft U.S. manufacturing PMI data are contributing to fluctuations in precious metal prices, with a bullish outlook for the non-ferrous metal sector [5] - Institutions generally agree that the non-ferrous metal sector is likely to continue its upward trend, with expectations of a bull market driven by monetary, demand, and supply factors in 2026 [5] Group 5 - The Huabao Non-ferrous ETF (159876) and its linked funds provide comprehensive coverage of various non-ferrous metals, including copper, aluminum, gold, rare earths, and lithium, allowing for risk diversification [6]

| 证券代码：000960 | 证券简称：锡业股份 | | | 公告编号：2026-001 | | --- | --- | --- | --- | --- | | 债券代码：148721 | 债券简称：24 | 锡 | KY01 | | | 债券代码：148747 | 债券简称：24 | 锡 | KY02 | | 云南锡业股份有限公司 关于回购公司股份的进展公告 二、其他说明 公司本次回购的时间、股份数量、价格及集中竞价交易的委托时段等符合《深 圳证券交易所上市公司自律监管指引第 9 号—回购股份》及前述回购公司股份方 案的规定。具体如下： （一）公司未在下列期间内回购公司股票： 1.自可能对本公司证券及其衍生品种交易价格产生重大影响的重大事项发 生之日或者在决策过程中，至依法披露之日内； 2.中国证监会和深圳证券交易所规定的其他情形。 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、误导性陈述或者重大遗漏。 云南锡业股份有限公司（以下简称"锡业股份"或"公司"）于 2025 年 6 月 30 日召开 2025 年第二次临时股东大会，审议通过了《关于回购公司股份的方 案》，同意公司使 ...

锡业股份公告称，公司于2025年7月30日股东大会通过回购方案，拟用1-2亿元自有资金以集中竞价交易 方式回购A股用于注销减资，回购价不超21.19元/股，期限12个月。截至2025年12月31日，累计回购股 份37万股，占总股本0.0225%，最高成交价19.96元/股，最低17.74元/股，成交金额700.53万元。后续将 在回购期内继续择机实施并依规披露。 ...

12月30日，云南锡业股份（000960）有限公司(以下简称"锡业股份")发布2025年前三季度利润分配预 案。公司拟向全体股东每10股派发现金红利1.10元(含税)，合计派发现金股利1.81亿元(含税)，占2025年 前三季度公司实现合并报表中归属于上市公司股东的净利润比例为10.37%。 本报讯(记者李如是) 锡业股份表示，本次利润分配预案具备合法性、合规性、合理性，旨在积极落实并执行《云南锡业股份 有限公司市值管理制度》，认真结合公司所处行业特点、发展阶段和盈利水平，充分考虑广大股东利 益、公司经营业绩及未来发展因素，与股东分享公司发展红利，增强股东获得感，提升公司投资价值。 ...

Group 1 - Longbai Group's subsidiary plans to introduce strategic investors and implement capital increase, with a total investment of 2 billion yuan, resulting in a 31.40% equity stake for the investors [1] - Upwind New Materials' embodied intelligent robot business is still in the product development stage and is not expected to positively impact the 2025 annual performance [2] - Kweichow Moutai's controlling shareholder has completed a share buyback plan, acquiring approximately 207.14 million shares for about 3 billion yuan, increasing their total stake to 56.63% [3] Group 2 - Xiamen Tungsten's subsidiary plans to acquire 100% equity of German Mimatic Tool Company for a base price of 10 million euros, with additional capital increase planned [4] - Longpan Technology's subsidiary will reduce production on some lithium iron phosphate production lines for maintenance, expecting a reduction of about 5,000 tons [5] - Wenkai Co. plans to invest 29 million yuan to establish a fund focused on strategic emerging industries [6] Group 3 - Limin Co.'s subsidiary has received a production license for "fluopyram" pesticide, which is expected to have a positive impact on future operations [7] - ST Huicheng received a cash donation of 30 million yuan from its restructuring investor to support its operations [8] - Baitong Energy's vice president plans to reduce holdings of up to 316,200 shares, representing 0.0686% of the total share capital [9] Group 4 - Wushang Group's shareholder did not execute a planned share reduction, retaining a 5.7% stake [10] - Zhangzidao's major shareholder plans to reduce holdings of up to 711,100 shares, representing 1% of the total share capital [11] - Meihua Bio plans to repurchase shares worth 35 million to 50 million yuan at a price not exceeding 15 yuan per share [12] Group 5 - Xiyang Co. plans to distribute a cash dividend of 1.10 yuan per 10 shares, totaling 181 million yuan, which is 10.37% of the net profit for the first three quarters of 2025 [13] - Weike Technology plans to distribute a cash dividend of 6 yuan per 10 shares, totaling approximately 75.15 million yuan [14] - Guoyuan Securities plans to transfer 24.33% of Anyuan Fund's equity for 813 million yuan [15] Group 6 - Three Gorges Tourism's subsidiary plans to purchase part of the property for the Three Gorges Cruise Center for 136 million yuan [16] - Wukuang Development plans to acquire equity in Wukuang Mining and Luzhong Mining, with stock suspension announced [17][18] - Sijia Technology plans to invest 275 million yuan to acquire 20% equity in Guangcai Xincheng [19] Group 7 - Changan Automobile plans to raise no more than 6 billion yuan through a private placement for new energy vehicle projects [20] - Shenjian Co. reported that its aerospace business revenue is relatively small, accounting for only 0.20% of total revenue [21] - Zhiyuan New Energy's controlling shareholder plans to reduce holdings of up to 1.53% of the company's shares [22] Group 8 - Beimo High-tech plans to raise no more than 1.97 billion yuan through a private placement for various projects [23] - Hongri Pharmaceutical's injectable thymosin has passed the consistency evaluation for generic drugs [24] - Ningbo Fangzheng plans to acquire 20% equity in Anhui Fangzheng for 63.8 million yuan [25] Group 9 - Spring Airlines signed a purchase agreement for 30 Airbus A320neo aircraft, with a total price not exceeding 4.128 billion USD [26][27] - Oulu Tong's controlling shareholder plans to reduce holdings of up to 1.91% of the company's shares [28] - Tongli Technology plans to invest 86.7 million yuan to increase capital in Zhuerkang Technology [29] Group 10 - Ganfeng Lithium received a notice of prosecution for suspected insider trading, but operations remain normal [30] - ST Dongyi completed its capital increase plan and will resume trading [31] - Tianpu Co. clarified that it has no plans to engage in artificial intelligence-related business [32] Group 11 - ST Meigu's restructuring plan has been completed, and it will apply to lift the delisting risk warning [33] - Unigroup Guowei is planning to acquire controlling or full equity of Ruineng Semiconductor, with stock suspension announced [34] - Shengtong Energy's stock has been suspended for investigation due to significant price fluctuations [35][36] Group 12 - ST Sansheng applied to lift the delisting risk warning after completing its restructuring plan [37] - Yuekang Pharmaceutical submitted an application for H-share listing on the Hong Kong Stock Exchange [38] - Miaokelando's controlling shareholder plans to increase holdings of 2.55 million to 5.10 million shares [39] Group 13 - SMIC plans to acquire 49% equity in SMIC North for 40.601 billion yuan, aiming to enhance asset quality and business synergy [40]

格隆汇12月29日丨锡业股份(000960.SZ)公布，鉴于对公司未来发展的信心，结合公司2025年1-9月经营 状况、盈利情况、股本规模，在符合公司利润分配政策、保障公司正常经营和长远发展的前提下，为积 极回报公司股东，与股东共享公司发展的经营成果，根据《公司法》、中国证监会《上市公司监管指引 第3号——上市公司现金分红》《云南锡业股份有限公司章程》的相关规定，提出2025年前三季度利润 分配预案为：拟以2025年9月30日公司总股本1,645,801,952股，扣除公司回购专用证券账户中股份数 370,000股后的股本1,645,431,952股为基数，向全体股东每10股派发现金红利1.10元（含税），合计派发 现金股利180,997,514.72元（含税），占2025年前三季度公司实现合并报表中归属于上市公司股东的净 利润比例为10.37%。除此之外，拟不送红股，不以资本公积金转增股本。 ...