注：①表中非经营性占用部分，关联方范围依照《股票上市规则》、《创业板上市规则》确定。 ②无控股股东、实际控制人的公司，存在第一大股东或第一大股东关联人非经营性占用资金的，也应填写本表非经营性占用部分。 附件一 企业负责人： 李尤立 主管会计工作的负责人：张金美 会计机构负责人：刘帮 2025 年半年度非经营性资金占用及其他关联资金往来情况汇总表 | 上市公司名称：云南罗平锌电股份有限公司 | | | | | | | | | | | | | | 单位：万元 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 非经营性资金占用 | 资金占用方名称 | 占用方与上市公 司的关联关系 | 上市公司核算的 会计科目 | 2025 金余额 | 年期初占用资 | 2025 年度占用累计发生 金额（不含利息） | 2025 | 年度占用资金的利 息(如有） | 2025 年度偿还累计发 生金额 | | 2025 余额 | 年期末占用资金 | 占用形成原因 | 占用性质 | | 控股股东、 ...

云南罗平锌电股份有限公司 2025 年半年度报告全文 云南罗平锌电股份有限公司 2025 年半年度报告 【2025 年 8 月】 1 云南罗平锌电股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人李尤立、主管会计工作负责人张金美及会计机构负责人(会计 主管人员)刘帮声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告中所涉及的未来计划、发展战略等前瞻性描述不构成公司对投资者 的实质承诺，投资者及相关人士均应当对此保持足够的风险认识，并且应当 理解计划、预测与承诺之间的差异，敬请投资者注意投资风险。 1、原料供应风险 公司锌矿资源有限，通常会根据各年产量情况而外购 60%—70%的锌精矿， 如国内采购量不足需进口原料，则进口原料易受国际政治、贸易摩擦、海运 成本等因素影响。 应对措施：公司已铺设多元化采购渠道，通过签订长期供应协议以应对 原料不足；另外将建立原料库存缓冲机 ...

云南罗平锌电股份有限公司（以下简称"公司"）第八届董事会第二十八 次（临时）会议于 2025 年 8 月 25 日上午 9:00 以通讯表决方式召开，会议通 知及资料已于 2025 年 8 月 20 日以传真、电子邮件等方式发给各位董事，并通 过电话确认。公司实有董事 8 人，参加会议的董事 8 人。本次会议发放表决票 8 张，收回有效表决票 8 张，会议的召集、召开符合《公司法》、《公司章程》 的规定。 二、会议议案审议情况 1、会议以 8 票同意、0 票反对、0 票弃权，审议通过了关于《2025 年半年 度报告及摘要》的议案。 本议案已经董事会审计委员会审议通过。 具体内容详见同日披露在《中国证券报》、《证券时报》、《证券日报》、 《上海证券报》和巨潮资讯网(www.cninfo.com.cn)上的关于《2025 年半年度报 告》及《2025 年半年度报告摘要》（公告编号：2025-034）。 三、备查文件 证券代码：002114 证券简称：罗平锌电 公告编号：2025-033 云南罗平锌电股份有限公司 第八届董事会第二十八次（临时）会议决议公告 本公司及董事会全体成员保证公告内容的真实、准确、完整，不存 ...

Core Viewpoint - The non-ferrous metal sector is experiencing a strong rally, with notable gains in various companies following comments from the Federal Reserve Chairman regarding potential interest rate cuts [1] Company Performance - Northern Copper Industry has reached its daily limit increase - Jiangxi Copper, Silver Nonferrous, Electrical Alloy, and Yunnan Copper have all surged over 5% - Other companies such as Luoping Zinc & Electricity, Zijin Mining, Luoyang Molybdenum, and Yun Aluminum have also seen significant gains [1]

Group 1 - The metal zinc concept increased by 2.39%, ranking 9th among concept sectors, with 33 stocks rising, including Luoping Zinc Electric and *ST Zhengping hitting the daily limit [1] - Notable gainers in the zinc sector included Huaxi Nonferrous (up 8.21%), Huayu Mining (up 6.34%), and Zhuhai Group (up 5.36%) [1] - The sector saw a net inflow of 370 million yuan from main funds, with 23 stocks receiving net inflows, and 14 stocks exceeding 10 million yuan in net inflow [2] Group 2 - The top net inflow stock was Huayu Mining, with a net inflow of 212 million yuan, followed by Zijin Mining (146 million yuan), Hunan Gold (53 million yuan), and Luoping Zinc Electric (48 million yuan) [2] - The net inflow ratios for Luoping Zinc Electric, *ST Zhengping, and Zhihua Agriculture were 35.54%, 19.72%, and 15.13% respectively [3] - The trading volume and turnover rates for key stocks in the zinc sector were highlighted, with Luoping Zinc Electric showing a significant turnover rate of 5.38% [3][4]

Market Overview - The market experienced fluctuations with the ChiNext index leading the decline. The total trading volume in the Shanghai and Shenzhen markets was 1.51 trillion yuan, a decrease of 135 billion yuan compared to the previous trading day. Over 3,400 stocks fell, indicating a broad market downturn [1] - The Shanghai Composite Index fell by 0.06%, the Shenzhen Component Index by 0.66%, and the ChiNext Index by 1.71% [1] Sector Performance - Consumer stocks, particularly in the liquor sector, showed signs of rebound, with companies like Jiu Gui Jiu achieving two consecutive trading limits. Other liquor stocks such as She De Jiu Ye and Yi Li Te saw increases of over 5% [4][1] - The non-ferrous metal sector also performed well, with stocks like Luo Ping Zinc Electric and Dongfang Zirconium hitting their daily limits. The AI glasses concept stocks were active, with Ke Sen Technology achieving four consecutive trading limits [1][8] - High-position stocks experienced significant declines, with multiple stocks hitting their daily limits [1] Individual Stock Highlights - A total of 53 stocks hit their daily limits (excluding ST and newly listed stocks), with a limit-up rate of 68%. Notable stocks included Ke Sen Technology with four consecutive limits and Yuan Lin Shares with three consecutive limits [1] - In the consumer sector, Jiu Gui Jiu and other liquor stocks showed strong performance, indicating a potential recovery in consumer sentiment [4][1] Investment Insights - According to CITIC Securities, the liquor industry is rapidly bottoming out, with leading companies likely to benefit from channel adjustments and market expansion if consumer demand improves [4] - The tourism and hotel sectors also showed strength, with stocks like Xi'an Catering and Quanjude hitting their daily limits, indicating a recovery in travel-related consumption [4] AI and Technology Developments - The Shanghai Municipal Economic and Information Commission announced an implementation plan to accelerate the development of "AI + manufacturing," which includes promoting AI glasses and other smart consumer terminals [15][23] - AI glasses concept stocks are gaining traction, with companies like Xingxing Technology and Sanan Optoelectronics seeing significant price increases [12][24]

证券之星消息，8月20日工业金属板块较上一交易日上涨1.29%，罗平锌电领涨。当日上证指数报收于 3766.21，上涨1.04%。深证成指报收于11926.74，上涨0.89%。工业金属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) | | | --- | --- | --- | --- | --- | --- | --- | | 002114 | 罗平锌电 | 8.01 | 10.03% | | 17.40万 | 1.35亿 | | 600361 | 创新新材 | 4.72 | 10.02% | | 188.38万 | 8.64亿 | | 609109 | 金田股份 | 14.75 | 9.99% | 403.84万 | | 57.60亿 | | 300328 | 宜安科技 | 18.26 | 7.54% | 201.16万 | | 36.38亿 | | 600615 | 丰华股份 | 14.62 | 7.18% | | 18.80万 | 2.69Z | | 601020 | 华钰矿业 | 24.14 | 6.34% | | 91.51万 | 22.20 ...

Group 1 - The Science and Technology Innovation 50 Index rose over 3%, reaching a new high for the year, driven by a collective surge in chip stocks [1] - Companies such as Jimin Health, Hanzhong Precision Machinery, and Kesen Technology have seen consecutive trading gains, with Jimin Health achieving a five-day streak [1] - The AI server market is dominated by Inspur Information, which holds over 50% market share in China and has reported a 64.39% year-on-year increase in net profit for the first quarter [1] Group 2 - The domestic leading companies are making significant advancements, with Nvidia reportedly developing an AI chip specifically for the Chinese market [3] - Companies like Fullchai Power and Yuanlin Co. have also seen consecutive trading gains, indicating strong market performance [3] - The company Guangxin Technology is a leader in optical modules and has partnered with Cisco to launch a 1.6T silicon optical module [3] Group 3 - The domestic automotive sector is witnessing significant developments, with China FAW planning to acquire approximately 10% of Leap Motor [6] - Companies like Mould Technology and Shentong Express are also making strides, with Mould Technology providing components for new energy vehicles [6] - The automotive thermal management sector is led by companies like Hanzhong Precision Machinery, which specializes in compressors and refrigeration products [8] Group 4 - The pharmaceutical industry is seeing a surge in domestic innovative drugs going global, with Tianmu Pharmaceutical being the first listed company in traditional Chinese medicine [7] - Companies like Huahai Pharmaceutical are advancing in the development of innovative drugs, with over 20 projects currently in research [7] - The automotive passive safety system sector is represented by companies like Songyuan Safety, which reported a 30.85% year-on-year increase in net profit [7]

Market Overview - The market experienced fluctuations with the Shanghai Composite Index down by 0.06%, the Shenzhen Component down by 0.66%, and the ChiNext Index down by 1.71% as of the midday close [1][2] Sector Performance - Despite the overall market decline, liquor stocks showed resilience, with JiuGuiJiu achieving two consecutive trading limits [1] - The non-ferrous metal sector saw strong performance, with stocks like Luoping Zinc and Yunnan Zinc Industry hitting the daily limit [1] - AI glasses concept stocks were active, with Kosen Technology achieving four consecutive trading limits [1] - Conversely, the CRO sector experienced adjustments, while communication equipment and fintech sectors faced the largest declines [1] Concept Index Performance - The top-performing concept indices included Plant Lighting (up 4.46%), 3D Glass (up 2.81%), and AI Glasses (up 2.33%) [3] - Underperforming sectors included F5G concept (down 2.29%), Hepatitis concept (down 2.40%), and Web3.0 (down 2.46%) [3]

【导读】白酒股强势走高，基本金属概念股多股涨停 中国基金报记者李智 一起来看下最新的市场情况及资讯。 8月20日早盘，A股主要指数走弱，创业板指一度跌逾2%，随后震荡拉升，截至发稿，沪指涨0.04%，深成指跌0.53%，创业板指跌1.56%。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3728.94 | 11759.56 | 1610.60 | | +1.65 +0.04% | -62.07 -0.53% | +13.93 +0.87% | | 科创50 | 创业板指 | 万得全A | | 1110.48 | 2561.18 | 5900.46 | | -1.79 -0.16% | -40.56 -1.56% | -13.15 -0.22% | 从板块来看，白酒股强势走高，基本金属、航空、能源设备等板块走强；而软件、互联网、生物科技等方向震荡调整。 | | | Wind热门概念指数 | | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | ...