Market Overview - The Shanghai Composite Index fell by 0.39% on August 26, with 17 industries rising, led by agriculture and beauty care, which increased by 2.62% and 2.04% respectively. Conversely, the pharmaceutical and non-bank financial sectors saw declines of 1.09% and 1.06% [1] Fund Flow Analysis - The main funds in the two markets experienced a net outflow of 68.855 billion yuan, with only two industries seeing net inflows: beauty care (net inflow of 276 million yuan) and agriculture (net inflow of 257 million yuan) [1] - The non-ferrous metals industry had the largest net outflow, totaling 10.712 billion yuan, followed by the pharmaceutical sector with an outflow of 8.254 billion yuan. Other industries with significant outflows included defense, non-bank financials, and electric equipment [1] Steel Industry Performance - The steel industry declined by 0.98% with a net outflow of 2.319 billion yuan. Among the 44 stocks in this sector, 18 rose while 23 fell. A total of 20 stocks had net inflows, with nine exceeding 10 million yuan in net inflow [2] - The top net inflow stock in the steel sector was Hangang Co., with an inflow of 297 million yuan, followed by Shagang Co. and Dazhong Mining with inflows of 49.539 million yuan and 44.108 million yuan respectively [2] - The stocks with the largest net outflows included Baogang Co. (-2.413 billion yuan), Hualing Steel (-123.842 million yuan), and Nanjing Steel (-38.269 million yuan) [2] Individual Stock Performance - The top performers in the steel sector included Hangang Co. (5.77% increase), Shagang Co. (2.49% increase), and Dazhong Mining (2.31% increase) [3] - Conversely, Baogang Co. had the largest decline at -7.36%, followed by Shougang Co. at -2.56% [3]

证券之星消息，8月26日冶钢原料板块较上一交易日上涨0.09%，大中矿业领涨。当日上证指数报收于 3868.38，下跌0.39%。深证成指报收于12473.17，上涨0.26%。冶钢原料板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 001203 大中矿业 | | 5238.66万 | 13.88% | -442.08万 | -1.17% | -4796.57万 | -12.71% | | 600516 方大炭素 | | 2108.19万 | 8.02% | -1294.74万 | -4.93% | -813.44万 | -3.10% | | 601969 海南矿业 | | 317.72万 | 1.96% | -171.23万 | -1.06% | -146.49万 | -0.91% | | 000629 | 钢钛股份 | 25.78万 | 0.07% | 1293.23万 | 3.59% | ...

通过天眼查大数据分析，大中矿业股份有限公司共对外投资了25家企业，参与招投标项目1383次，知识 产权方面有商标信息1条，专利信息126条，此外企业还拥有行政许可41个。 来源：金融界 大中矿业最新一期业绩显示，截至2025中报，公司营业总收入19.72亿元、同比减少0.07%，归属净利润 4.06亿元，同比减少12.32%，扣非净利润4.00亿元，同比减少12.66%，流动比率0.391、速动比率 0.228、资产负债率59.82%。 天眼查商业履历信息显示，大中矿业股份有限公司，成立于1999年，位于巴彦淖尔市，是一家以从事其 他采矿业为主的企业。企业注册资本150802.1588万人民币，实缴资本150802.1588万人民币。公司法定 代表人为林圃生。 金融界消息 截至2025年8月25日收盘，大中矿业（001203）报收于12.13元，上涨0.41%，换手率 1.57%，成交量20.27万手，成交金额2.47亿元。 资金流向方面，今日主力资金净流出2636.40万元，占比成交额10.65%。其中，超大单净流出1882.87万 元、占成交额7.61%，大单净流出753.52万元、占成交额3.05%，中 ...

| 证券代码：001203 | 证券简称：大中矿业 | 公告编号：2025-108 | | --- | --- | --- | | 债券代码：127070 | 债券简称：大中转债 | | 大中矿业股份有限公司 关于全资子公司为公司提供担保的进展公告 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、误导性陈述或重大遗漏。 特别提示： 1、大中矿业股份有限公司（以下简称"公司"）及子公司累计对外担保余 额为 493,713.95 万元（包含本次担保金额），占公司最近一期经审计净资产的 75.81%。 2、公司及子公司未对合并报表范围外的公司提供担保。 3、公司及子公司未发生逾期担保、涉及诉讼的担保及因担保被判决败诉而 应承担损失的情况。 一、担保情况概述 公司分别于 2025 年 4 月 18 日、2025 年 5 月 9 日召开第六届董事会第十一 次会议和 2024 年度股东大会，审议通过了《关于公司及子公司 2025 年度对外担 保额度预计的议案》，同意公司及子公司根据正常生产经营的资金需求，2025 年度公司为子公司提供担保、子公司为公司提供担保额度总计不超过 437,000 万元 ...

Investment Rating - The report maintains an "Overweight" rating for the steel industry [5]. Core Viewpoints - Demand is expected to gradually bottom out, and the supply side is beginning to show signs of market-driven clearance, indicating a potential recovery in the steel industry's fundamentals [3][4]. - The report anticipates that if supply policies are implemented, the speed of supply contraction will accelerate, leading to a quicker upward trend in the industry [3]. Summary by Sections Steel Market Overview - The apparent consumption of five major steel products reached 8.5299 million tons, an increase of 2.64% week-on-week [24]. - The total steel inventory was 14.4104 million tons, with a week-on-week increase of 2.25% [11]. - The operating rate of blast furnaces in 247 steel mills was 83.36%, a decrease of 0.23 percentage points week-on-week [28]. Production and Profitability - The total steel production was 8.7806 million tons, an increase of 0.73% week-on-week [30]. - The average gross profit for rebar was 243.7 CNY/ton, down 13.4% week-on-week, while hot-rolled coil gross profit was 201.7 CNY/ton, down 13.5% week-on-week [35]. Demand and Supply Dynamics - The report notes a decline in real estate demand, but infrastructure and manufacturing sectors are expected to maintain stable growth [3]. - Steel exports from China maintained a year-on-year growth of 9.2% in the first half of the year [3]. Raw Material Prices - Iron ore prices decreased, with the spot price dropping to 765 CNY/ton, a decline of 1.54% [42]. - Coking coal prices remained stable at 1430 CNY/ton, while coking prices increased to 1660 CNY/ton, a rise of 3.11% [42]. Recommendations - The report recommends focusing on leading companies with technological and product structure advantages, such as Baosteel and Hesteel, as well as companies with low valuations and high dividends like CITIC Special Steel [3].

Group 1: Market Overview - Lithium carbonate prices have shown a fluctuating pattern, with the main futures contract closing at 79,000 yuan/ton on August 22, down 4.41% for the day and 9.14% for the week, reflecting a decrease of 7,940 yuan [1][2] - The average daily trading volume for lithium carbonate futures decreased by 11% week-on-week to 1.18 million contracts, while the average daily open interest remained stable at 850,000 contracts, indicating sustained market activity despite price fluctuations [2] Group 2: Supply and Production Insights - Despite concerns over supply disruptions, the overall supply of lithium carbonate remains ample, with the China Nonferrous Metals Industry Association's lithium division noting that the market fundamentals have not changed significantly [2][3] - In July, lithium carbonate production increased by 4.2% month-on-month to approximately 73,000 tons, while lithium salt production equivalent to lithium carbonate (LCE) rose by 2.0% to about 103,000 tons [3] Group 3: Company Developments - Dazhong Mining announced plans for its Hunan Jijieshan lithium mine, with a projected production of 20,000 tons set to commence in 2026, following the completion of necessary mining permit applications [4] - Cangge Mining reported that its mining license expired on August 9, but it is currently undergoing substantive review by the Ministry of Natural Resources, with plans to maintain its annual production target of 11,000 tons [5] - Yichun Silver Lithium is set to resume operations after a maintenance period, with an expected supply increase of up to 1,000 tons per month, although this is considered limited in the short term [6]

人民财讯8月22日电，大中矿业（001203）在接待调研时表示，公司湖南及四川锂矿的资源储量评审、 备案，以及湖南项目的开发利用方案与二合一方案，均在自然资源部按规范流程完成审批，程序合规。 目前，湖南锂矿采矿证在自然资源部正常申请办理。据介绍，大中矿业计划湖南锂矿一期2万吨采选冶 项目于2026年建成投产，2025年上半年已实现副产矿收入；四川锂矿将于今年实现副产原矿的产出及销 售，为公司贡献新的利润增长点。 ...

（文章来源：每日经济新闻） 2025年1至6月份，大中矿业的营业收入构成为：铁矿采选业占比99.7%，其他业务占比0.3%。 大中矿业（SZ 001203，收盘价：12.08元）发布公告称，2025年8月21日，大中矿业接受广发证券等投 资者调研，公司董事长牛国锋等人参与接待，并回答了投资者提出的问题。 ...

Group 1: Company Overview - The company is named Dazhong Mining Co., Ltd., with stock code 001203 and bond code 127070 [1][2]. Group 2: Investor Relations Activity - The investor relations activity was held on August 21, 2025, via Tencent Meeting, with participation from various securities firms and funds [2]. - Key company representatives included Chairman Niu Guofeng, CFO Zou Qingli, and Secretary of the Board Lin Puzheng [2]. Group 3: Lithium Mining Progress - The company is progressing with the mining license for the Hunan Jijiao Mountain lithium mine, with the application currently under review by the Ministry of Natural Resources [2][5]. - The company plans to complete the first phase of the Hunan lithium mine project, with a capacity of 20,000 tons, by 2026 [5]. - The Sichuan Jiada lithium mine has an estimated lithium equivalent of 148.42 thousand tons, exceeding expectations, with drilling completed over 15,100 meters and a 95% discovery rate [6]. Group 4: Financial Performance - For the first half of 2025, the company reported revenue of 1.972 billion CNY, with iron concentrate contributing 1.402 billion CNY and pellets 404 million CNY [4]. - Net profit for the same period was 406 million CNY, a decrease of 12.32% year-on-year, attributed to a 14.53% drop in the Platts index [4]. - The average selling price of iron concentrate was 827 CNY/ton, down 11.61% year-on-year, but still outperforming market benchmarks [4]. Group 5: Cost Management and Production - The company has successfully completed the pilot test of the sulfuric acid lithium extraction process, addressing key equipment and process issues [3][7]. - The production cost advantages from by-products like potassium sulfate and hydrofluoric acid are being evaluated, with potential revenue to offset production costs [7]. Group 6: Market Outlook - The iron ore market is expected to remain stable, supported by national infrastructure projects, despite potential impacts from the commissioning of the Ximangdu iron mine [6].

证券之星消息，8月21日冶钢原料板块较上一交易日上涨0.22%，金岭矿业领涨。当日上证指数报收于 3771.1，上涨0.13%。深证成指报收于11919.76，下跌0.06%。冶钢原料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) | | --- | --- | --- | --- | --- | --- | | 000655 | 金岭矿业 | 9.17 | 2.34% | 25.89万 | 2.36 Z | | 601121 | 宝地矿业 | 6.70 | 0.60% | 14.72万 | 9820.30万 | | 600516 | 方大炭素 | 4.92 | 0.41% | 29.09万 | 1.43亿 | | 600295 | 鄂尔多斯 | 10.19 | 0.39% | 9.90万 | 1.01亿 | | 000923 | 河钢资源 | 14.45 | 0.14% | 8.60万 | 1.24亿 | | 696109 | 海南矿业 | 8.36 | 0.12% | 21.15万 | 1.77亿 | | 000629 | 钢钛股份 | 2.80 | ...