Core Viewpoint - On January 19, Dazhong Mining executed a block trade amounting to 137 million yuan, with a transaction price of 24.48 yuan per share, reflecting a discount of 13.86% compared to the closing price of the day [1] Group 1: Block Trade Details - The block trade involved a volume of 5.5802 million shares [1] - The buyer was Guojin Securities Co., Ltd. Beijing Chongwenmenwai Street Securities Branch, while the seller was Guojin Securities Co., Ltd. Beijing Changchun Street Securities Branch [1] - In the last three months, Dazhong Mining has recorded a total of 6 block trades, with a cumulative transaction amount of 536 million yuan [1] Group 2: Stock Performance - The closing price of Dazhong Mining on the day of the trade was 28.42 yuan, which represented an increase of 4.49% [1] - The daily turnover rate was 3.03%, with a total transaction amount of 1.137 billion yuan [1] - There was a net inflow of main funds amounting to 45.3285 million yuan for the day, while the stock has seen a cumulative decline of 4.47% over the past five days, with a total net outflow of 213 million yuan [1]

Group 1 - The steel raw materials sector increased by 2.99% compared to the previous trading day, with Guangdong Mingzhu leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] - Key stocks in the steel raw materials sector showed varied performance, with Guangdong Mingzhu rising by 9.99% to a closing price of 8.48, and Hebei Steel Resources declining by 1.62% to a closing price of 24.23 [1] Group 2 - The net inflow of main funds in the steel raw materials sector was 15.71 million yuan, while retail funds saw a net inflow of 21.07 million yuan [1] - Major stocks like Dazhong Mining and Guangdong Mingzhu experienced significant net inflows from main funds, with Dazhong Mining receiving 56.14 million yuan [2] - Retail investors showed a mixed response, with some stocks like Dazhong Mining and Guangdong Mingzhu facing net outflows from retail funds [2]

Group 1 - The core point of the article highlights that Dazhong Mining executed a block trade of 5.5802 million shares on January 19, with a transaction value of 137 million yuan, accounting for 10.73% of the total trading volume for that day [1] - The transaction price was set at 24.48 yuan per share, which represents a discount of 13.86% compared to the market closing price of 28.42 yuan [1] - The buyer of the shares was 13,660 Guoyao Securities Co., Ltd., while the seller was Guojin Securities Co., Ltd. [2]

Investment Rating - The report maintains a "Buy" rating for several companies in the non-ferrous metals sector, including 山金国际, 赤峰黄金, 洛阳钼业, 中国宏桥, and 中钨高新 [10]. Core Insights - The non-ferrous metals sector is experiencing a general upward trend, with significant price increases across various metals, driven by macroeconomic factors and supply chain dynamics [11][19]. - The report highlights the impact of U.S. tariffs and trade policies on the supply and demand dynamics of key metals, particularly copper and aluminum [2][3]. - The report emphasizes the importance of monitoring inventory levels and production capacities, as these factors are critical in determining future price movements [26][35]. Summary by Sections Precious Metals - Concerns over tariffs have led to a temporary pullback in silver prices, but the long-term outlook remains positive [1]. - The report suggests monitoring companies such as 兴业银锡 and 盛达资源 for potential investment opportunities [1]. Industrial Metals - Copper inventories are rising, particularly in the U.S., raising concerns about supply tightness in non-U.S. regions [2]. - The report notes that while high copper prices are suppressing end-user demand, the long-term consumption outlook remains strong due to infrastructure investments [2]. Aluminum - The aluminum market is expected to experience price fluctuations due to geopolitical tensions and macroeconomic policies [3]. - The report indicates that production cuts in aluminum processing are occurring, particularly in regions like Guizhou and Henan [3]. Nickel - Nickel prices are on an upward trend, supported by supply tightening expectations from Indonesia [4]. - The report highlights the importance of monitoring companies like 华友钴业 and 力勤资源 for investment opportunities [4]. Tin - Supply chain bottlenecks and macroeconomic factors are providing short-term support for tin prices [5]. - The report suggests that companies like 华锡有色 and 兴业银锡 may benefit from these market conditions [5]. Lithium - Lithium prices are experiencing wide fluctuations due to export policy expectations and demand uncertainties [6]. - The report recommends关注 companies such as 赣锋锂业 and 天齐锂业 for potential investment [6]. Cobalt - Progress in cobalt shipments from the Democratic Republic of Congo is expected to support high cobalt prices in the short term [9]. - The report suggests monitoring companies like 华友钴业 and 腾远钴业 for investment opportunities [9].

Investment Rating - The report maintains a "Buy" rating for the steel industry, recommending several key companies [2][3]. Core Insights - The supply-demand situation is improving, leading to a potential recovery in profits for the steel industry. The report highlights that production of major steel products has increased, while total inventory has decreased, indicating a positive shift in market dynamics [7][30]. - The report emphasizes that the profitability of steel manufacturers is expected to recover in the short term due to improved supply-demand conditions and stable cost support from raw materials [7][30]. Summary by Sections 1. Domestic Steel Market - As of January 16, steel prices have risen, with HRB400 rebar priced at 3,320 CNY/ton, up 40 CNY/ton from the previous week. Other products like high-line and hot-rolled steel also saw price increases [13][14]. 2. Production and Inventory - The total production of five major steel products reached 8.19 million tons, an increase of 0.62 million tons week-on-week. Total inventory decreased by 11,700 tons to 865,320 tons, indicating a positive trend in inventory management [7][30]. 3. Profitability - The report notes a decline in steel profits, with average margins for rebar, hot-rolled, and cold-rolled steel decreasing by 13 CNY/ton, 4 CNY/ton, and 18 CNY/ton respectively. However, the overall outlook for profit recovery remains optimistic [7][30]. 4. Key Company Recommendations - Recommended companies include: - General Steel Leaders: Hualing Steel, Baosteel, Nanjing Steel - Special Steel Sector: Xianglou New Materials, CITIC Special Steel, Fangda Special Steel - Pipe Manufacturers: Jiuli Special Materials, Youfa Group, Changbao Co. - Raw Material Sector: Dazhong Mining (iron ore + lithium ore), Fangda Carbon [7][30].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：001203 证券简称：大中矿业 公告编号：2026-006 债券代码：127070 债券简称：大中转债 大中矿业股份有限公司 关于控股股东及其一致行动人权益变动比例触及1%整数倍的公告 大中矿业股份有限公司（以下简称"公司"）董事、总经理林圃生先生计划通过大宗交易方式或集中竞价 交易方式增持公司股份数量不低于15,080,215股，增持股份的主要来源为公司持股5%以上股东梁欣雨女 士拟减持的股份，具体内容详见公司于2025年12月19日披露的《关于董事、总经理增持公司股份计划的 公告》（公告编号：2025-133）。 2026年1月6日至2026年1月13日，控股股东众兴集团有限公司（以下简称"众兴集团"）因发行的可交换 公司债券（第一期）持有人累计换股14,669,047股，导致众兴集团及其一致行动人合计的持股比例由 62.92%被动降至61.96%，权益变动比例被动跨越1%的整数倍，具体内容详见公司于2026年1月15日披露 的《关于控股股东权益变动比例被动跨越1%整数倍的公告》（公告编号：2026-005）。 公司于2026年1月16日收到控 ...

大中矿业股份有限公司 关于控股股东及其一致行动人权益变动比例触及 1%整数倍的公告 众兴集团有限公司、林圃生先生保证向本公司提供的信息内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 大中矿业股份有限公司（以下简称"公司"）董事、总经理林圃生先生计划 通过大宗交易方式或集中竞价交易方式增持公司股份数量不低于 15,080,215 股， 增持股份的主要来源为公司持股 5%以上股东梁欣雨女士拟减持的股份，具体内容 详见公司于 2025 年 12 月 19 日披露的《关于董事、总经理增持公司股份计划的公 告》（公告编号：2025-133）。 2026 年 1 月 6 日至 2026 年 1 月 13 日，控股股东众兴集团有限公司（以下简 称"众兴集团"）因发行的可交换公司债券（第一期）持有人累计换股 14,669,047 股，导致众兴集团及其一致行动人合计的持股比例由 62.92%被动降至 61.96%，权 益变动比例被动跨越 1%的整数倍，具体内容详见公司于 2026 年 1 月 15 日披露的 《关于控股股东权益变动比例被动跨越 1 ...

| 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600382 广东明珠 | | > 305.08万 | 2.28% | -157.68万 | -1.18% | -147.40万 | -1.10% | | 000655 金岭矿业 | | 59.73万 | 0.49% | 15.54万 | 0.13% | -75.28万 | -0.62% | | 000629 钢钛股份 | | -106.74万 | -0.13% | 860.33万 | 1.03% | -753.60万 | -0.90% | | 600516 方大炭素 | | -295.93万 | -0.75% | 388.97万 | 0.98% | -93.05万 | -0.24% | | 600295 鄂尔多斯 | | -1532.36万 | -6.58% | 770.47万 | 3.31% | 761.89万 | 3.27% | | 601121 | 宝地矿业 | ...

博时裕益混合A（000219）成立日期2013年7月29日，最新规模1.28亿。今年以来收益5.1%，同类排名 3632/8847；近一年收益41.8%，同类排名2982/8094；成立以来收益299.37%。 博时裕益混合A（000219）基金经理为王冠桥。 1月16日，大中矿业跌5.02%，截至发稿，报27.24元/股，成交7.80亿元，换手率2.13%，总市值417.61亿 元。 资料显示，大中矿业股份有限公司位于内蒙古自治区包头市黄河大街55号，成立日期1999年10月29日， 上市日期2021年5月10日，公司主营业务涉及铁矿石采选、铁精粉和球团的生产销售以及机制砂石的加 工销售。主营业务收入构成为：铁精粉71.07%，球团20.48%，硫酸4.58%，砂石2.73%，其他0.81%，锌 精粉0.32%，锂矿石0.02%。 从基金十大重仓股角度 数据显示，博时基金旗下1只基金重仓大中矿业。博时裕益混合A（000219）三季度持有股数29.69万 股，占基金净值比例为2.95%，位居第十大重仓股。根据测算，今日浮亏损失约42.75万元。 截至发稿，王冠桥累计任职时间2年178天，现任基金资产总规模1. ...

证券时报·数据宝统计显示，大中矿业今日收盘价为28.68元，下跌1.34%，日换手率为2.40%，成交额为 9.22亿元，全天主力资金净流出1040.88万元，近5日该股累计上涨1.81%，近5日资金合计净流出3696.17 万元。（数据宝） 1月15日大中矿业大宗交易一览 大中矿业1月15日大宗交易平台出现一笔成交，成交量950.00万股，成交金额2.49亿元，大宗交易成交价 为26.17元，相对今日收盘价折价8.75%。该笔交易的买方营业部为国金证券股份有限公司北京崇文门外 大街证券营业部，卖方营业部为中信证券股份有限公司武汉建设大道证券营业部。 进一步统计，近3个月内该股累计发生5笔大宗交易，合计成交金额为3.99亿元。 | 成交量 （万 | 成交金额 | 成交价 | 相对当日收盘 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | | （万元） | 格 | 折溢价（%） | | | | 股） | | （元） | | | | | 950.00 | 24861.50 | 26.17 | -8.75 | 国金证券股份有限公司北京 | 中信证券股 ...