| 证券代码：002237 | 证券简称：恒邦股份 | 公告编号：2025-054 | | --- | --- | --- | | 债券代码：127086 | 债券简称：恒邦转债 | | 山东恒邦冶炼股份有限公司 关于债券持有人可转债持有比例变动达10%的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 一、可转换公司债券上市发行概况 （三）可转债转股期限 （一）可转债发行情况 根据《山东恒邦冶炼股份有限公司向不特定对象发行可转换公司债券募集说明 书》（以下简称"《募集说明书》"）及相关规定，本次发行的可转换公司债券转 股期自可转换公司债券发行结束之日（2023年6月16日）起满6个月后的第一个交易 日起至可转换公司债券到期日止，即2023年12月18日至2029年6月11日止（如遇法定 节假日或休息日延至其后的第一个工作日；顺延期间付息款项不另计息）。 （四）可转债转股价格调整情况 二、本次债券持有人可转债持有比例变动情况 经中国证券监督管理委员会（以下简称"中国证监会"）《关于同意山东恒邦 冶炼股份有限公司向不特定对象发行可转换公司债券注册的批复》（证 ...

证券之星消息，8月5日贵金属板块较上一交易日上涨0.1%，湖南白银领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。贵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) | | --- | --- | --- | --- | --- | --- | | 002716 | 湖南白银 | 4.95 | 7.61% | 354.23万 | 17.51亿 | | 002155 | 湖南黄金 | 18.48 | 1.09% | 86.81万 | 16.26亿 | | 600547 | 山东黄金 | 31.75 | 0.83% | 40.76万 | 12.95 Z | | 002237 | 恒邦股份 | 12.03 | 0.50% | 19.47万 | 2.34亿 | | 600988 | 赤峰黄金 | 24.64 | 0.37% | 89.80万 | 22.12亿 | | 001337 | 四川黄金 | 23.70 | -0.29% | 8.96万 | 2.13亿 | | 600489 | 中金黄金 | 14.7 ...

Group 1 - The latest stock price of Hengbang Co., Ltd. is 11.97 yuan, an increase of 0.31 yuan from the previous trading day [1] - The stock reached a maximum of 11.98 yuan and a minimum of 11.82 yuan during the trading session, with a total transaction amount of 265 million yuan [1] - The company primarily engages in the mining and smelting of gold and other precious metals, as well as activities in the phosphate chemical sector [1] Group 2 - As a significant precious metals enterprise in Shandong province, the company's operations encompass gold exploration, mining, smelting, and the production of chemical products [1] - On the day of reporting, the net inflow of main funds was 12.7489 million yuan, but there has been an overall net outflow of 18.9005 million yuan over the past five trading days [1]

证券之星消息，8月4日贵金属板块较上一交易日上涨4.91%，赤峰黄金领涨。当日上证指数报收于3583.31，上涨0.66%。深证成指报收于 11041.56，上涨0.46%。贵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) | | | --- | --- | --- | --- | --- | --- | --- | | 6009888 | 赤峰黄金 | 24.55 | 7.44% | 144.80万 | | 34.98 7 | | 600547 | 山东黄金 | 31.49 | 6.78% | 81.19万 | | 25.08 7 | | 601069 | 西部黄金 | 19.96 | 4.67% | - 30.78万 | | 6.12 Z | | 000975 | 山金国际 | 18.82 | 4.50% | - 55.21万 | | 10.33 Z | | 300139 | 院科技 | 19.70 | 3.79% | 31.72万 | | 6.2417 | | 002155 | 湖南黄金 | 18.28 | 3.10% | 54.47万 | | ...

Group 1 - The value of gold as an investment is highlighted due to ongoing global trade tensions and geopolitical instability, with a positive outlook for medium to long-term price increases [1][4] - On August 4, the precious metals sector opened higher against the market trend, with notable gains in several gold companies: Chifeng Jilong Gold (+5.38%), Shandong Gold (+4.54%), and others [2][1] - The U.S. labor market showed signs of weakness with non-farm payrolls increasing by only 73,000 in July, below the expected 104,000, and the unemployment rate rising to 4.2% [3] Group 2 - Increased risk aversion has driven gold prices higher, with October contracts on the New York Mercantile Exchange surpassing $3,400, reflecting a 2.02% increase [4] - The resilience of the U.S. job market and economic performance may extend the timeline for the Federal Reserve's interest rate cuts, providing a favorable environment for gold investments [4] - Central banks are expected to continue leading gold demand, with projections indicating significant support for gold prices through 2025 [4]

Core Viewpoint - Shandong Hengbang Smelting Co., Ltd. has had its "Good Product Shandong" brand revoked due to serious safety production responsibility issues and failure to report accidents, which has led to significant safety incidents [1][2] Group 1: Brand Revocation - The Shandong Provincial Market Supervision Administration announced the revocation of the "Good Product Shandong" brand for Shandong Hengbang Smelting Co., Ltd. due to inadequate fulfillment of safety production responsibilities [1] - The company was found to have concealed and misreported safety incidents, which falls under the criteria for brand revocation as per the "Good Product Shandong" dynamic management regulations [1] - The company is prohibited from using the "Good Product Shandong" brand and its image for three years and cannot reapply for the brand during this period [1] Group 2: Safety Incidents - In August 2024, a severe accident occurred at Hengbang's smelting workshop, resulting in three fatalities and 14 injuries, which the company failed to report to the relevant authorities [1] - The Shandong Emergency Management Department previously reported five incidents of concealed accidents involving the company [1] Group 3: Regulatory Actions - In June 2023, Hengbang received corrective measures from the Shandong Securities Regulatory Bureau due to the failure to timely disclose information regarding the criminal charges against its deputy general manager, Liu Yuanhui [2] - The company is required to submit a written rectification report within a specified timeframe as part of the regulatory measures [2] - Hengbang has committed to actively rectify the issues and adhere to information disclosure obligations [2] Group 4: Company Overview - Shandong Hengbang Smelting Co., Ltd. is primarily engaged in gold smelting and was established in 1988, listed on the Shenzhen Stock Exchange in 2008, and became a subsidiary of Jiangxi Copper Co., Ltd. in 2019 [2] - The company also operates in various sectors including rare metals, semi-metals smelting, precious metal mining, chemical production, and international trade of mineral products [2]

Group 1 - The precious metals sector increased by 0.44% on August 1, with Zhaojin Gold leading the gains [1] - The Shanghai Composite Index closed at 3559.95, down 0.37%, while the Shenzhen Component Index closed at 10991.32, down 0.17% [1] - Key stocks in the precious metals sector showed varied performance, with Zhaojin Gold closing at 10.20, up 2.00%, and Chifeng Jilong Gold down 0.17% at 22.85 [1][3] Group 2 - The net outflow of main funds in the precious metals sector was 31.4872 million yuan, while retail investors saw a net inflow of 61.723 million yuan [4] - Specific stock fund flows indicated that Zhaojin Gold had a net inflow of 10.0212 million yuan from main funds, while Sichuan Gold had a net inflow of 1.1395 million yuan [4] - The overall trading volume and turnover for key stocks in the sector were significant, with Zhongjin Gold recording a turnover of 674 million yuan [1][3] Group 3 - The gold stock ETF (product code: 159562) tracking the CSI Hong Kong and Shanghai Gold Industry Index has seen a decline of 2.96% over the past five days [6] - The ETF has a price-to-earnings ratio of 20.98 times, with a recent net outflow of 7.709 million yuan [6]

证券之星消息，7月31日贵金属板块较上一交易日下跌2.53%，湖南白银领跌。当日上证指数报收于 3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。贵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) | | --- | --- | --- | --- | --- | --- | | 002716 | 湖南白银 | 4.47 | -4.08% | 125.25万 | 5.61亿 | | 000975 | 山金国际 | 17.91 | -3.14% | 30.28万 | 5.46 Z | | 002155 | 湖南黄金 | 17.77 | -3.11% | 55.97万 | 9.98 6 | | 600489 | 中全黄金 | 14.32 | -2.78% | 84.04万 | 12.09亿 | | 000506 | 招金黄金 | 10.00 | -2.34% | 28.86万 | 2.89亿 | | 600547 | 山东黄金 | 29.37 | -2.33% | 34.10万 | 10.01亿 | | 601069 | 西部黄 ...

证券之星消息，7月30日贵金属板块较上一交易日上涨0.29%，山金国际领涨。当日上证指数报收于3615.72，上涨0.17%。深证成指报收于 11203.03，下跌0.77%。贵金属板块个股涨跌见下表： | 代码 | Comments of the Collection - 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000975 | 山金国际 | 18.49 | 0.71% | 25.89万 | 4.7910 | | 600547 | 山东黄金 | 30.07 | 0.57% | 29.51万 | 8.90 | | 600489 | 中全黄金 | 14.73 | 0.34% | 65.14万 | 9.62 | | 002155 | 湖南黄金 | 18.34 | 0.11% | 47.93万 | 8.88 | | 601069 | 西部賃金 | 19.47 | 0.10% | 13.69万 | 2.68 | | 000506 | 招金黄金 | 10.24 | 0.00% | 16.17万 | 1.66亿 ...

Core Viewpoint - The antimony smelting industry in China is undergoing significant structural adjustments, with a focus on resource security, high-end transformation, and green production, driven by stringent environmental regulations and resource constraints [1][20]. Group 1: Antimony Smelting Industry Overview - Antimony smelting involves extracting metallic antimony from antimony ores or products, aiming to obtain high-purity antimony (≥99%) or antimony compounds [2][4]. - The industry has established a complete supply chain from resource exploration and mining to smelting and diverse applications, with a high concentration in the midstream smelting segment [6][20]. Group 2: Industry Policies - Antimony is recognized as a strategic mineral resource by major economies, including the US, EU, and China, leading to a progressive and systematic policy framework in China [4][5]. - New export control policies will be implemented in 2024, and antimony will be included in the national security reserve system by 2025, marking a new phase in resource security [4][20]. Group 3: Current Industry Status - The antimony smelting industry is experiencing a deep structural adjustment, with an overall operating rate dropping to historical lows of 30-40% in 2024, and nearly 60% of enterprises ceasing operations [14][20]. - Antimony ingot and oxide production have been declining, with 2024 figures showing a decrease of 8.09% and 6.50% respectively compared to the previous year [14][16]. Group 4: Market Dynamics - Global antimony prices have surged dramatically, with a 234.8% increase in 2024, driven by supply-demand imbalances and increased demand from the photovoltaic sector [12][20]. - The import dependency of China's antimony industry is rising, with significant increases in imports of antimony ores and concentrates [10][20]. Group 5: Competitive Landscape - The industry is characterized by a "three strong" competitive structure, with leading companies like Hunan Gold, Huayu Mining, and Huaxi Nonferrous Metals dominating the market [18][20]. - Hunan Gold is expected to produce 1.8 million tons of antimony in 2025, accounting for 21.7% of global production [18][20]. Group 6: Future Development Trends - The industry is shifting towards resource security and high-end applications, with a focus on overseas mining rights and recycling of antimony [20][22]. - Demand from the photovoltaic sector is projected to drive significant growth, with expectations that high-end manufacturing will account for over 60% of industry demand by 2025 [22][23].