证券代码：001337 证券简称：四川黄金 公告编号：2025-046 四川黄金股份有限公司 关于参与探矿权竞买及其结果的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、交易概述 （一）交易基本情况 2025 年 8 月 13 日，新疆维吾尔自治区自然资源厅委托新疆维吾尔自治区政 务服务和公共资源交易中心发布了《2025 年新疆博乐市夏尔希里酒店地热普查 等 9 个探矿权挂牌出让公告》（2025-KYQCR14）。2025 年 9 月 30 日，公司以 51,004.30 万元人民币竞得新疆高昌区库格孜-觉北金矿普查探矿权。该勘查区处 于中国重要的金矿成矿带-中天山成矿带，矿体受北西-南东向的背斜和断层控制， 勘查区金异常带长达数公里，与控矿构造的方向一致，成矿地质条件较为优越， 具有较大的找矿潜力。 （二）审议程序 按照公司战略发展规划，公司于 2025 年 9 月 22 日召开第二届董事会第十次 会议审议通过了《关于参与竞买新疆高昌区库格孜-觉北金矿普查探矿权的议案》。 董事会同意授权公司在董事会决策权限内，参与竞买新疆高昌区库格孜-觉北金 矿普 ...

证券代码：001337 证券简称：四川黄金 公告编号：2025-045 2025 年 9 月 22 日，四川黄金股份有限公司（以下简称"公司"）第二届董事会 第十次会议以通讯方式召开。本次会议通知已于 2025 年 9 月 19 日以电子邮件、 电话等方式发出。本次会议由董事长冯希尧先生主持，应到董事 12 人，实到董事 12 人，公司高级管理人员列席了本次会议。本次会议的召集、召开、表决等程序 符合《中华人民共和国公司法》及相关法律法规和《公司章程》《董事会议事规 则》的规定。 二、会议审议情况 （一）审议通过了《关于参与竞买新疆高昌区库格孜-觉北金矿普查探矿权的 议案》 表决结果：同意 12 票；反对 0 票；弃权 0 票。 董事会同意授权公司在董事会决策权限内，参与竞买新疆高昌区库格孜-觉北 金矿普查探矿权，并在董事会授权范围内缴纳保证金、确定竞买价格，按相关程 序办理竞买相关手续、签署相关协议、文件及办理其他相关具体事宜。 因董事会召开之日，实际竞买价格尚无法确定，董事会同意，如本次竞买价 格低于公司 2024 年经审计总资产的 30%，则以本次董事会决策为准；如本次竞买 价格高于公司 2024 年经 ...

Group 1 - Double-Helix Pharmaceutical announced that its associate, Changfeng Pharmaceutical, is expected to be listed on the Hong Kong Stock Exchange on October 8, 2025, with a global offering of 41.198 million shares priced at HKD 14.75 each. Double-Helix holds approximately 3.68% of Changfeng's shares, with a lock-up period of 12 months post-listing [1] - Changfeng Pharmaceutical is involved in the pharmaceutical industry, specifically in the research and development of gene-engineered drugs [2] Group 2 - Lio Corporation has submitted an application to the Hong Kong Stock Exchange for issuing H-shares and listing on the main board [3] - Lio Corporation operates in the mechanical manufacturing and digital marketing sectors [3] Group 3 - Changjiang Securities received approval from the China Securities Regulatory Commission to issue corporate bonds totaling no more than CNY 20 billion, valid for 24 months [4] - Changjiang Securities provides services such as securities and futures brokerage, financial product distribution, investment advisory, asset custody, and margin financing [4] Group 4 - Jingye Intelligent plans to acquire 51% of Hefei Shengwen Information Technology for CNY 108 million, focusing on engineering information technology and intelligent products [5][6] - Jingye Intelligent specializes in the research, development, production, and sales of special robots and intelligent equipment systems [6] Group 5 - Aimeike's subsidiary received approval for the registration of Minoxidil topical solution, a non-prescription drug for treating hair loss [7][8] - Aimeike is engaged in the research, development, production, and sales of biomedical materials and biopharmaceuticals [8] Group 6 - Dalian Heavy Industry expects a net profit of CNY 474 million to CNY 508 million for the first three quarters of 2025, representing a year-on-year increase of 19.91% to 28.52% [9] - Dalian Heavy Industry specializes in the design, manufacturing, assembly, and installation of major technical equipment [9] Group 7 - Huayou Cobalt signed supply agreements with LGES for a total of approximately 76,000 tons of ternary precursor products from 2026 to 2030 [10][11] - Huayou Cobalt focuses on the research, manufacturing, and sales of new energy lithium battery materials and cobalt new materials [11] Group 8 - Zhenjiang Co. plans to reduce its shareholding by up to 5.529 million shares, not exceeding 3% of the total share capital, due to personal funding needs [12] - Zhenjiang Co. is involved in the design, processing, and sales of wind power equipment and components [12] Group 9 - Watson Bio's subsidiary received a drug registration certificate for a 13-valent pneumococcal polysaccharide conjugate vaccine for children [14][15] - Watson Bio specializes in the research, development, production, and sales of human vaccines and biopharmaceuticals [15] Group 10 - Yikang Pharmaceutical's major shareholder plans to reduce holdings by up to 42 million shares, not exceeding 2.04% of the total share capital, due to personal funding needs [16] - Yikang Pharmaceutical is engaged in the production and sales of excipients, raw materials, finished drugs, and new energy materials [16] Group 11 - Sichuan Gold's shareholder plans to reduce holdings by up to 7.56 million shares, accounting for 1.80% of the total share capital [19] - Sichuan Gold focuses on the construction, mining, and sales of gold mines [19] Group 12 - Kangchen Pharmaceutical received approval for a clinical trial of an innovative drug for treating advanced esophageal squamous cell carcinoma [20][21] - Kangchen Pharmaceutical specializes in the manufacturing of chemical drug formulations [21] Group 13 - UCloud plans to repurchase shares worth between CNY 8 million and CNY 10 million for employee stock ownership plans [22] - UCloud provides cloud computing services centered on IT infrastructure [22] Group 14 - Woton Technology announced an adjustment to its share repurchase plan, raising the price cap to CNY 60 per share [24] - Woton Technology specializes in the research, manufacturing, and sales of separation membrane products [24] Group 15 - Five Continents Medical announced plans for shareholders to reduce holdings by up to 126,530 shares, accounting for 1.8606% of the total share capital [26] - Five Continents Medical focuses on the research, manufacturing, and sales of disposable sterile infusion medical devices [26] Group 16 - CIMC Group plans to repurchase A-shares with a total amount not exceeding CNY 5 billion [27] - CIMC Group specializes in logistics and energy equipment solutions [27] Group 17 - Zhifei Biological's subsidiary received a drug registration certificate for a trivalent influenza vaccine suitable for individuals aged 3 and above [29][30] - Zhifei Biological is involved in the research, development, production, and sales of vaccines and biological products [30]

Core Insights - The precious metals sector experienced a rise of 1.85% on September 30, with Zhongjin Gold leading the gains [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Precious Metals Sector Performance - Zhongjin Gold (600489) closed at 21.93, up 3.84% with a trading volume of 1.1969 million shares and a transaction value of 2.603 billion [1] - Hengbang Shares (002237) closed at 14.97, up 2.75% with a trading volume of 530,700 shares and a transaction value of 789 million [1] - Yunnan Tin (002155) closed at 22.44, up 2.65% with a trading volume of 828,000 shares and a transaction value of 1.862 billion [1] - Shandong Gold (600547) closed at 39.33, up 0.85% with a trading volume of 570,600 shares and a transaction value of 2.246 billion [1] Capital Flow Analysis - The precious metals sector saw a net outflow of 120 million from institutional investors, while retail investors had a net inflow of 140 million [3] - Major stocks like Zhongjin Gold and Shandong Gold experienced varying levels of net inflow and outflow from different investor types [4] - For instance, Zhongjin Gold had a net inflow of 196 million from institutional investors but a net outflow of 230 million from retail investors [4]

Core Viewpoint - Several companies are planning to reduce their shareholdings, indicating potential shifts in ownership and investor sentiment in the market [1] Shareholder Reductions - Senba Sensor's actual controller's concerted action party plans to reduce holdings by no more than 1.09% [1] - Erkang Pharmaceutical's controlling shareholder intends to reduce holdings by no more than 2.04% [1] - Andeli's shareholder BVI Donghua plans to reduce holdings by no more than 1.00% [1] - Zhiyang Innovation's controlling shareholder and its concerted action party plan to reduce a total of no more than 4.225 million shares [1] - Sichuan Gold's shareholder Beijing Jinyang intends to reduce holdings by no more than 1.8% [1] - Guoji Heavy Industry's shareholders, including Bank of China Deyang Branch and Bank of China Zhenjiang Runzhou Branch, plan to reduce a total of no more than 1% [1] - Meixin Sheng's shareholder WI Harper Fund VII plans to reduce holdings by no more than 1% [1] - Yanmian Technology's actual controller and controlling shareholder Liu Yan plan to reduce a total of 1.2897% of the company's shares [1] - Jingwei Henghai's supervisor Cui Wenge plans to reduce no more than 600,000 shares [1] - New Xiangwei's shareholder Kehongxin plans to reduce holdings by no more than 1% [1] - Wujin Stainless Steel's three executives plan to reduce a total of no more than 623,400 shares [1] - Zhongrun Optical's director Lu Gaofei plans to reduce no more than 695,300 shares [1] Regulatory Actions - *ST Mubang's actual controller Liao Zhiyuan has received a notice of investigation from the China Securities Regulatory Commission [1] - Youkeshu's shareholder has also received a notice of investigation from the China Securities Regulatory Commission [1]

Core Viewpoint - The gold market is experiencing a significant upward trend, with spot gold prices reaching a historical high of $3,819.81 per ounce, driven by factors such as potential interest rate cuts by the Federal Reserve and increased demand from gold ETFs [1][2][4]. Group 1: Market Performance - On September 29, spot gold prices rose over 1%, breaking the $3,800 per ounce mark, while spot silver prices increased by 2%, reaching $47.174 per ounce, also a historical high [2]. - The A-share market saw a strong performance in the precious metals sector, with several gold-related stocks, such as Zhaojin Mining and Xiaocheng Technology, rising over 6% [2]. Group 2: Investment Drivers - Financial investment participants, including gold ETF investors and global central banks, are identified as the main sources of the current upward trend in gold prices [3]. - In September, global gold ETF holdings surged, with a notable increase of nearly 27 tons in a single day, marking the fastest growth in three years [3]. Group 3: Future Price Predictions - UBS Wealth Management predicts that gold prices could reach $3,900 per ounce by mid-2026, supported by a favorable macroeconomic narrative for precious metals [4]. - Analysts from Dongwu Securities believe that the downward trend in real interest rates and the initiation of a rate-cutting cycle by the Federal Reserve will provide substantial upward potential for gold prices [4]. Group 4: Supporting Factors - Three main factors are expected to support the upward trend in gold prices: 1. Increased demand for safe-haven assets due to economic uncertainties and geopolitical risks [4]. 2. Continued central bank purchases of gold, driven by diversification of reserves and reduced reliance on the US dollar [4]. 3. Inflation expectations, which, if they materialize, could enhance gold's value as an inflation hedge [5]. Group 5: Regional Insights - In China, despite a recent decline in gold investment demand due to a rising stock market, expectations are that ETF holdings will recover as gold prices continue to rise [5]. - The Hong Kong government's plan to expand gold reserves and establish a central clearing system for gold is anticipated to provide additional support for gold prices [5].

Group 1 - Yinglian Co., Ltd. expects a net profit of 34.5 million to 37.5 million yuan for the first three quarters of 2025, representing a year-on-year increase of 1531% to 1673% [1] - China CNR Corporation signed major contracts totaling approximately 54.34 billion yuan, accounting for 22% of its expected revenue for 2024 [1] - Shengmei Shanghai reported a total order amount of 9.072 billion yuan, a year-on-year increase of 34.1% [2] Group 2 - Fulian Precision plans to increase capital in its subsidiary Jiangxi Shenghua with a total investment of 35.63 billion yuan, which is expected to constitute a major asset restructuring [3] - Aimeike has obtained a drug registration certificate for Minoxidil topical solution, which is used for treating male pattern baldness [4] - Guolin Technology is planning to acquire 91.07% of Kailianjie’s equity for cash, which is expected to constitute a major asset restructuring [5] Group 3 - Baicheng Co. plans to purchase 55% of Shanghai Canxi Engineering Equipment Co. and will suspend trading of its stock starting September 30, 2025 [6][7] - Diaowei is planning to acquire equity in Rongpai Semiconductor and has suspended trading of its stock [8] - Xiatun New Energy signed a strategic cooperation framework agreement with Zhongwei Co. to establish a long-term partnership in the supply chain for solid-state lithium battery materials [9] Group 4 - Lingyi Zhi Manufacturing is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its international strategy [10] - Baicheng Pharmaceutical received clinical trial approval for its innovative drug BIOS-0623-Z4, which targets cancer pain treatment [11] - Weide Information announced a preliminary transfer price of 40.33 yuan per share, representing a 26% discount to its closing price [12] Group 5 - Huayou Cobalt's subsidiary signed contracts with LGES for the supply of 76,000 tons of ternary precursor materials and 88,000 tons of ternary cathode materials from 2026 to 2030 [13] - Hubei Energy signed a cooperation agreement with the Xiangyang Municipal Government to invest 26.7 billion yuan in clean energy projects [14]

Group 1 - Sichuan Gold (001337.SZ) announced that its shareholder, Beijing Jinyang Mining Investment Co., Ltd., plans to reduce its holdings by a maximum of 7.56 million shares, accounting for 1.80% of the company's total share capital [1]

Group 1 - The core point of the article is that Sichuan Gold (001337.SZ) announced that its shareholder, Beijing Jinyang Mining Investment Co., Ltd., plans to reduce its stake in the company by up to 7.56 million shares, which represents 1.80% of the total share capital, within three months after the announcement date [1] Group 2 - The reduction will occur through centralized bidding and block trading methods [1] - The reduction period is set to begin 15 trading days after the announcement [1] - The total number of shares to be reduced is significant, indicating a potential shift in shareholder strategy [1]

格隆汇9月29日丨四川黄金(001337.SZ)公告称，公司收到持股5%以上股东北京金阳矿业投资有限责任公 司出具的《股份减持计划告知函》，北京金阳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、大宗交易方式合计减持本公司股份不超过756万股，占本公司总股本比例1.80%。减持原因为 自身资金需求，减持股份来源为首次公开发行股票前持有的股份。减持期间为公告披露之日起15个交易 日后的3个月内，减持价格将根据减持时二级市场价格及减持方式确定。北京金阳不属于公司控股股东 和实际控制人，本次减持计划的实施不会对公司治理结构及持续经营产生影响。 ...