炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 出品：新浪财经公司研究院 作者：新消费主张/cici 截至2025年8月31日，工业金属行业（据申万二级）A股上市公司已完成2025年半年报的披露，对此我 们挑选了58家具有代表性的上市公司进行业绩比对分析。在我们选取的58家工业金属公司中，多数上市 公司业绩双增。 业绩双降（不包含亏损企业）的上市公司包括闽发铝业、鑫铂股份、金钟股份。2025年上半年，闽发铝 业的营收为7.75亿元，同比下降24.89%；归母净利润为0.03亿元，同比下降81.13%。鑫铂股份的营收为 39.96亿元，同比下降4.11%；归母净利润为0.37亿元，同比下降75.74%。金钟股份的营收为5.01亿元， 同比下降4.98%；归母净利润为0.24亿元，同比下降51.2%。 | 公司名称 | 营收 | 工业金属2025年上半年业绩-业绩双降(未含亏损企业) 同比-营收 | 归母净利润 | 园比-归母净利润 | | --- | --- | --- | --- | --- | | 闺发铝补 | 7.75 | -24.89% | 0.03 | -81.13% | | ...

证券代码：002114 证券简称：罗平锌电 公告编号：2025-035 云南罗平锌电股份有限公司 关于控股股东协议转让公司股份进展 暨签署补充协议的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 一、本次股东股份转让的基本情况 2025 年 5 月 30 日，云南罗平锌电股份有限公司（以下简称"公司"）控股 股东罗平县锌电公司（以下简称"锌电公司"）与曲靖市发展投资集团有限公司 （以下简称"曲靖发投"）签订了《曲靖市发展投资集团有限公司与罗平县锌电 公司关于云南罗平锌电股份有限公司之股份转让协议》（以下简称"《转让协议》" 或"原协议"），将锌电公司持有的公司 7242.7600 万股无限售流通股份以 6.471 元/股的价格转让给曲靖发投。具体内容详见公司于 2025 年 6 月 4 日披露于《中 国证券报》《证券时报》《证券日报》《上海证券报》及巨潮资讯网 （http://www.cninfo.com.cn）的《关于控股股东协议转让公司股份暨权益变动 的提示性公告》（公告编号：2025-025）。 为明确《股权 ...

Core Viewpoint - The industrial metals sector in A-share listed companies has shown mixed performance in the first half of 2025, with many companies experiencing growth in revenue and profit, while others faced declines in both metrics [1][2]. Performance Analysis - Among the 58 selected industrial metal companies, half achieved double growth in performance, including notable companies like Zijin Mining and Tianshan Aluminum [1][2]. - Three companies, including Luoyang Molybdenum, Jiangxi Copper, and Zhongfu Industrial, reported profit growth despite no revenue increase [1][2]. - Sixteen companies, such as Ningbo Fubon and Yongmaotai, saw revenue growth but no profit increase [1][2][3]. - Three companies, including Minfa Aluminum, Xinbo Co., and Jinchong Co., experienced declines in both revenue and profit [2][5]. - Seven companies, including Wanshun New Materials and Hongchuang Holdings, reported losses [1][5]. Companies with Revenue Growth but No Profit Increase - Companies that reported revenue growth without profit increase include Ningbo Fubon, Yongmaotai, and several others, with varying degrees of revenue growth and profit decline [3][4]. Companies with Declining Performance - Minfa Aluminum reported revenue of 775 million yuan, down 24.89%, and a net profit of 3 million yuan, down 81.13% [2][5]. - Xinbo Co. had revenue of 3.996 billion yuan, down 4.11%, and a net profit of 37 million yuan, down 75.74% [2][5]. - Jinchong Co. reported revenue of 501 million yuan, down 4.98%, and a net profit of 24 million yuan, down 51.2% [2][5]. Companies Reporting Losses - Wanshun New Materials reported revenue of 2.692 billion yuan, down 10.11%, with a net loss of 53 million yuan [6]. - Hongchuang Holdings had revenue of 1.448 billion yuan, down 13.82%, with a net loss of 118 million yuan [6]. - Yian Technology reported revenue of 722 million yuan, down 6.95%, with a net loss of 19 million yuan [6]. - Baiyin Nonferrous Metals reported revenue of 4.4559 billion yuan, down 15.28%, with a net loss of 217 million yuan [6]. - Luoping Zinc Electric reported revenue of 521 million yuan, down 25.97%, with a net loss of 92 million yuan [6]. Notable Declines - Luoping Zinc Electric experienced the largest decline in net profit, with a drop of 3964% due to various operational challenges, including raw material supply risks and regulatory penalties [7].

Group 1 - The core viewpoint of the article highlights the growth in China's zinc production, with a projected output of 617,000 tons in July 2025, representing a year-on-year increase of 13.8% [1] - From January to July 2025, China's cumulative zinc production reached 4.166 million tons, showing a cumulative growth of 1.3% [1] Group 2 - The article lists several publicly traded companies in the zinc industry, including Zhongjin Lingnan (000060), Chihong Zn & Ge (600497), Luoping Zinc Electric (002114), and others [1] - The report referenced is from Zhiyan Consulting, which discusses investment strategies and market size forecasts for the electrolytic zinc industry in China from 2025 to 2031 [1]

Group 1 - The company, Luoping Zinc & Electricity, is committed to continuous technological innovation to enhance the extraction of rare and precious metals from raw materials and slag, effectively promoting the utilization efficiency of mineral resources [1]

证券日报网讯罗平锌电（002114）9月1日在互动平台回答投资者提问时表示，截至2025年8月20日公司 股东人数为30809户。 ...

Group 1 - The company did not distribute cash dividends, issue bonus shares, or increase capital from reserves during the reporting period [3] - There were no changes in the controlling shareholder or actual controller during the reporting period [4][5] - The company has no preferred shareholders or related holdings during the reporting period [5] Group 2 - The board of directors held a meeting to review the semi-annual report, with all members present [2][7] - The meeting approved the semi-annual report and its summary with unanimous consent [7][8] - The meeting adhered to the regulations of the Company Law and the company's articles of association [6]

格隆汇8月25日丨罗平锌电(002114.SZ)公布2025年半年度报告，上半年公司实现营业收入5.21亿元，同 比下降25.97%；归属于上市公司股东的净利润-9219.02万元，同比盈转亏；归属于上市公司股东的扣除 非经常性损益的净利润-6546.27万元；基本每股收益-0.29元。 ...

Core Insights - The company reported a revenue of 521 million yuan for the first half of 2025, representing a year-on-year decrease of 25.97% [1] - The net loss attributable to shareholders of the listed company was 92.19 million yuan [1] - The net loss attributable to shareholders after deducting non-recurring gains and losses was 65.46 million yuan, which expanded by 1247.58% year-on-year [1] - The basic loss per share was 0.29 yuan [1]

云南罗平锌电股份有限公司 2025 年半年度财务报告 （未经审计） 2025 年 08 月 一、审计报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 编制单位：云南罗平锌电股份有限公司 2025 年 06 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 108,953,968.62 | 247,876,404.41 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | | | | 衍生金融资产 | | | | 应收票据 | | | | 应收账款 | 38,130,724.10 | 3,201,374.58 | | 应收款项融资 | | | | 预付款项 | 5,016,248.94 | 4,748,044.37 | | 应收保费 | | | | 应收分保账款 | | | | 应收分保合同准备金 | | | | 其他应收款 | 4,927,559.90 | 9,150,927.53 | | 其中：应收 ...