Core Viewpoint - The company has approved a guarantee of up to 200 million yuan for its wholly-owned subsidiaries, Baoji Meino and Shenmu Meino, to apply for domestic letters of credit from China Merchants Bank Xi'an Branch [1] Group 1 - The company signed two irrevocable guarantee agreements with the bank, providing guarantees of 70 million yuan and 130 million yuan for Baoji Meino and Shenmu Meino, respectively [1] - As of the announcement date, the company and its controlled subsidiaries have no overdue external guarantees, and the total external guarantee amount after this guarantee will be 200 million yuan, accounting for 15.40% of the most recent audited net assets [1]

证券代码：001299 证券简称：美能能源 公告编号：2025-037 陕西美能清洁能源集团股份有限公司 关于为全资子公司开立信用证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。 一、担保情况概述 陕西美能清洁能源集团股份有限公司（以下简称"公司"）分别于 2025 年 8 月 25 日、2025 年 9 月 11 日召开第三届董事会第十五次会议、2025 年第一次临 时股东大会，均审议通过了《关于为全资子公司开立信用证提供担保的议案》， 同意公司为全资子公司宝鸡市美能天然气有限公司（以下简称"宝鸡美能"）、 全资子公司神木市美能天然气有限责任公司（以下简称"神木美能"）向招商银 行股份有限公司西安分行（以下简称"招商银行西安分行"）申请开立国内信用 证提供担保，同意公司为上述两家全资子公司提供合计担保金额不超过人民币 20,000.00 万元，担保期限自公司股东大会审议通过之日起两年。具体内容详见 公司分别于 2025 年 8 月 27 日、2025 年 8 月 27 日、2025 年 9 月 12 日披露于巨 潮资讯网（www.cnin ...

Core Viewpoint - Meinuo Energy announced on November 4 that as of October 31, 2025, the total number of shareholders will be 12,319 [2] Summary by Category - Company Information - Meinuo Energy has confirmed that the total number of shareholders is projected to reach 12,319 by October 31, 2025 [2]

Core Points - Meino Energy's stock declined by 3.47% with a trading volume turnover rate of 6.51% and a total transaction value of 178 million yuan, experiencing a price fluctuation of 15.21% throughout the day [1] - Institutional investors net sold 23.50 million yuan, while brokerage seats collectively net bought 4.07 million yuan [1] - The stock was listed on the Shenzhen Stock Exchange due to its daily price fluctuation reaching 15.21%, with institutional proprietary seats contributing to the net sell figure [1] Trading Data - The top five trading departments accounted for a total transaction value of 77.72 million yuan, with a buying transaction value of 29.15 million yuan and a selling transaction value of 48.57 million yuan, resulting in a net sell of 19.43 million yuan [1] - Among the trading departments, four institutional proprietary seats were involved, with total buying amounts of 9.51 million yuan and selling amounts of 33.01 million yuan, leading to a net sell of 23.50 million yuan [1] Fund Flow - The stock saw a net inflow of 3.34 million yuan from major funds, with a significant single order net inflow of 7.12 million yuan, while large orders experienced a net outflow of 3.78 million yuan [1] - Over the past five days, the net inflow of major funds amounted to 2.52 million yuan [1]

Core Viewpoint - On October 31, a total of four listed companies will have their restricted shares unlocked, with a total market value of approximately 1.992 billion yuan [1] Group 1: Company Specifics - Mingpu Guangci (Stock Code: 002902) will unlock 468,000 shares under equity incentive restrictions [1] - Meino Energy (Stock Code: 001299) will unlock 135 million shares from pre-issue restrictions [1] - Haoshanghao (Stock Code: 001298) will unlock 10.44 million shares from pre-issue restrictions [1] - Longyang Electronics (Stock Code: 301389) will unlock 2.492 million shares from pre-issue restrictions [1]

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、陕西美能清洁能源集团股份有限公司（以下简称"公司"或"美能能源"） 本次解除限售的股份为公司首次公开发行前已发行的部分股份。 证券代码：001299 证券简称：美能能源 公告编号：2025-036 陕西美能清洁能源集团股份有限公司 关于首次公开发行前已发行股份解除限售 并上市流通的提示性公告 2、本次解除限售股份的数量为 176,087,285 股，占公司总股本的 72.5718%； 本次实际可上市流通股份的数量为 153,101,660 股，占公司总股本的 63.0986%。 3、本次解除限售股份的上市流通日期为 2025 年 10 月 31 日。 一、首次公开发行前已发行股份及上市后股份变动概况 （一）首次公开发行前已发行股份情况 经中国证券监督管理委员会《关于核准陕西美能清洁能源集团股份有限公司 首次公开发行股票的批复》（证监许可〔2022〕2093 号）核准，并经深圳证券 交易所同意，公司首次向社会公开发行人民币普通股（A 股）46,900,000 股，并 第 1 页 共 8 页 于 20 ...

西部证券股份有限公司 关于陕西美能清洁能源集团股份有限公司 首次公开发行前已发行股份解除限售并上市流通的 核查意见 西部证券股份有限公司（以下简称"西部证券"或"保荐人"）作为陕西美 能清洁能源集团股份有限公司（以下简称"美能能源"或"公司"）首次公开发 行股票并在主板上市持续督导阶段的保荐人，根据《证券发行上市保荐业务管理 办法》《深圳证券交易所股票上市规则》及《深圳证券交易所上市公司自律监管 指引第 13 号——保荐业务》等有关规定，对美能能源首次公开发行前已发行股 份解除限售并上市流通相关事项进行了认真、审慎的核查，并发表本核查意见， 具体情况如下： 一、公司首次公开发行股票并上市及之后的股本变化情况 经中国证券监督管理委员会（以下简称"中国证监会"）《关于核准陕西美 能清洁能源集团股份有限公司首次公开发行股票的批复》（证监许可[2022]2093 号）核准，公司首次公开发行的人民币普通股（A 股）股票 46,900,000 股，发行 后股本总额为 187,579,697 股，经深圳证券交易所同意，公司股票于 2022 年 10 月 31 日起在深圳证券交易所主板上市。 公司首次公开发行股票前总股本为 ...

Core Insights - Meinuo Energy reported that as of October 20, 2025, the total number of shareholders is 13,634 [2] Company Summary - Meinuo Energy is actively engaging with investors through interactive platforms to provide updates on shareholder statistics [2]

Group 1 - The core viewpoint of the news highlights the strong performance of the non-ferrous metal sector, particularly the Non-Ferrous Metal Leader ETF (159876), which saw an intraday increase of 2.96% and a current rise of 2.16%, with a trading volume exceeding 520 million yuan, indicating active trading [1] - Technical analysis indicates that the recovery of the 10-day moving average suggests that short-term bullish forces are strong enough to push the stock price above the "short-term cost line," indicating an advantage for bulls in short-term trading [1] - Key constituent stocks such as Xiamen Tungsten Industry and Jiangxi Copper experienced significant gains, with Xiamen Tungsten hitting the daily limit, and others like Huayu Mining and Western Superconducting rising over 6% [1] Group 2 - The U.S. September CPI data, which came in lower than expected at a year-on-year growth of 3.0% and a core CPI month-on-month increase of 0.2%, provides solid support for the Federal Reserve to consider further interest rate cuts [3] - The impact of potential Fed rate cuts on non-ferrous metal prices is explained through three key points: 1) Rate cuts equate to monetary easing, leading investors to prefer tangible assets; 2) Most non-ferrous metals are priced in USD, and a weaker dollar makes these metals cheaper, boosting global demand; 3) Lower interest rates reduce borrowing costs for companies, increasing demand for industrial metals like copper and aluminum [3] - The outlook for the non-ferrous metal sector is optimistic, driven by long-term capital expenditure cycles and increasing global manufacturing investment, alongside a recovery in domestic macroeconomic conditions, positioning non-ferrous metals as a core component of the current commodity bull market [3] Group 3 - The Non-Ferrous Metal Leader ETF (159876) and its linked funds provide a diversified investment approach by passively tracking the CSI Non-Ferrous Metal Index, which includes significant weights in copper (27.6%), gold (14.5%), aluminum (13.1%), rare earths (10.4%), and lithium (8.4%), thus helping to mitigate risks associated with investing in single metal sectors [5]

Core Insights - The article discusses the recent adjustments in QFII (Qualified Foreign Institutional Investor) holdings in A-shares as companies disclose their Q3 reports, highlighting a clear trend in foreign investment strategies [1][2]. Group 1: Sovereign Wealth Fund Adjustments - Sovereign wealth funds like the Abu Dhabi Investment Authority (ADIA) and the Monetary Authority of Macao have shown distinct trading behaviors, with ADIA significantly increasing its holdings in cyclical resource stocks, particularly Baofeng Energy, which now has a market value exceeding 790 million yuan [3][4]. - In contrast, the Monetary Authority of Macao has adopted a more defensive and stable investment strategy, focusing on resource, environmental, and manufacturing sectors, with a total market value of 1.14 billion yuan across six stocks [3][4]. - The Hong Kong Monetary Authority has reduced its holdings in Chengde Lolo, now holding 9.3 million shares, indicating a cautious approach compared to ADIA's aggressive positioning [4]. Group 2: Traditional Foreign Banks' Strategies - Major foreign banks like Morgan Stanley, UBS, and Goldman Sachs have shown a trend towards concentrated investments in high-certainty sectors, with Morgan Stanley holding 42 A-shares valued at 2.874 billion yuan, focusing on electric power equipment and digital infrastructure [5][6]. - Morgan Chase has the largest coverage with 71 A-shares, significantly increasing its stake in China West Electric from 56.82 million shares to 130 million shares, reflecting a strategic shift towards high-potential stocks [5]. - UBS has diversified its holdings across 55 A-shares, emphasizing mid-to-small-cap growth stocks, while Goldman Sachs has concentrated on resource and chemical stocks, indicating varied investment philosophies among these institutions [5][6]. Group 3: Common Holdings Among Foreign Institutions - Several stocks have emerged as "foreign consensus stocks," held by three or more foreign institutions, indicating strong compatibility in valuation, fundamentals, and policy direction [7][8]. - Notable examples include Chengfei Integration, which is held by multiple institutions with a total market value exceeding 132 million yuan, and Innovation Medical, favored by four foreign entities [7][8]. - Other stocks like Lianhuan Pharmaceutical and Xingwang Yuda have also gained traction among foreign investors, showcasing a trend towards core assets in advanced manufacturing, healthcare, TMT, and military materials sectors [8].