Core Viewpoint - Yunnan Ge Industry has shown significant stock performance with a year-to-date increase of 54.37%, indicating strong market interest and potential growth in the sector [1][2]. Company Overview - Yunnan Ge Industry, established on August 19, 1998, and listed on June 8, 2010, is located in Kunming, Yunnan Province. The company specializes in the mining, refining, and processing of germanium, with key products including zone-refined germanium ingots and infrared-grade germanium single crystals [2]. - The company's revenue composition includes material-grade germanium products (29.26%), photovoltaic-grade germanium products (23.34%), optical fiber-grade germanium products (21.98%), infrared-grade germanium products (12.45%), compound semiconductor materials (10.54%), and others (2.44%) [2]. Financial Performance - For the first half of 2025, Yunnan Ge Industry reported a revenue of 529 million yuan, representing a year-on-year growth of 52.10%. The net profit attributable to shareholders was approximately 22.15 million yuan, showing a substantial increase of 339.60% compared to the previous year [2]. - The company has distributed a total of 179 million yuan in dividends since its A-share listing, with 32.66 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, Yunnan Ge Industry had 111,700 shareholders, a decrease of 6.67% from the previous period. The average number of circulating shares per shareholder increased by 7.15% to 5,848 shares [2]. - Notable institutional shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 2.38 million shares, and two ETFs, Southern CSI 1000 ETF and Huaxia CSI 1000 ETF, which also increased their stakes [3].

每经AI快讯，云南锗业（SZ 002428，收盘价：28.46元）10月10日晚间发布公告称，云南临沧鑫圆锗业 股份有限公司董事会于2025年10月10日收到公司董事朱知国先生提交的书面辞职报告。朱知国先生因工 作调整原因，申请辞去公司董事、董事会战略委员会委员职务。朱知国先生辞去上述职务后，仍继续担 任公司副总经理职务。 截至发稿，云南锗业市值为186亿元。 每经头条（nbdtoutiao）——天水麻辣烫、淄博烧烤、荣昌卤鹅⋯⋯"泼天流量"退去后，这些城市怎么 样了？ （记者 曾健辉） ...

误导性陈述或重大遗漏。 云南临沧鑫圆锗业股份有限公司（以下简称"公司"）董事会于 2025 年 10 月 10 日收到公司董事朱知国先生提交的书面辞职报告。朱知国先生因工作调整 原因，申请辞去公司董事、董事会战略委员会委员职务。朱知国先生辞去上述职 务后，仍继续担任公司副总经理职务。朱知国先生的董事职务原定任期至 2026 年 2 月 28 日届满，朱知国先生的辞职未导致公司董事会成员低于法定人数，不 会影响公司董事会的正常运作和公司的正常生产经营。根据《中华人民共和国公 司法》《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监管指 引第 1 号——主板上市公司规范运作》和《公司章程》等相关规定，朱知国先生 的辞职报告自送达公司董事会之日起生效。公司将按照法定程序尽快完成补选董 事的相关工作。 证券代码：002428 证券简称：云南锗业 公告编号：2025-053 云南临沧鑫圆锗业股份有限公司 关于公司董事辞职的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 截至本公告披露日，朱知国先生未持有公司股票，也不存在未履行完毕的公 开承诺事项。 公司及董事会对朱知国先生任职期间为 ...

（编辑 王雪儿） 证券日报网讯 云南锗业10月9日在互动平台回答投资者提问时表示，近年来，由于全球卫星特别是低轨 通讯用商业卫星组网需求快速增长，对空间太阳能电池需求大幅增加，全球太阳能锗晶片的用量表现出 较好的增长势头。2025年上半年，随着低轨通信卫星组网的推进，市场需求增加，公司光伏级锗产品销 量同比大幅增加。 ...

Group 1 - The core viewpoint is that the demand for solar gallium products is expected to increase significantly due to the rapid growth in the global satellite market, particularly for low Earth orbit communication satellites [2] - The company, Yunnan Gallium Industry, indicated that the sales volume of its photovoltaic-grade gallium products is projected to increase significantly year-on-year by the first half of 2025 as the deployment of low Earth orbit communication satellites progresses [2]

Core Viewpoint - Yunnan Ge Industry has shown significant financial performance with a notable increase in revenue and net profit, indicating strong growth potential in the market [2] Financial Performance - For the first half of 2025, Yunnan Ge Industry achieved operating revenue of 529 million yuan, representing a year-on-year growth of 52.10% [2] - The net profit attributable to shareholders reached 22.15 million yuan, marking a substantial increase of 339.60% compared to the previous year [2] Stock Market Activity - On September 30, Yunnan Ge Industry's stock rose by 3.21%, with a trading volume of 1.496 billion yuan [1] - The company experienced a net financing outflow of 75,700 yuan on the same day, with a total financing balance of 1.556 billion yuan, accounting for 8.19% of its market capitalization [1] - The stock's financing balance is above the 90th percentile of the past year, indicating a high level of investor interest [1] Shareholder Information - As of September 19, the number of shareholders for Yunnan Ge Industry was 111,700, a decrease of 6.67% from the previous period [2] - The average number of circulating shares per shareholder increased by 7.15% to 5,848 shares [2] Dividend Distribution - Since its A-share listing, Yunnan Ge Industry has distributed a total of 179 million yuan in dividends, with 32.66 million yuan distributed over the past three years [3] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the fourth largest circulating shareholder, increasing its holdings by 2.381 million shares [3] - Southern CSI 1000 ETF and Huaxia CSI 1000 ETF also increased their holdings, indicating growing institutional interest in the company [3]

Company Overview - Yunnan Ge Industry Co., Ltd. is located in Kunming, Yunnan Province, and was established on August 19, 1998, with its listing date on June 8, 2010. The company specializes in germanium mining, smelting, purification, and deep processing, with main products including zone-refined germanium ingots, infrared-grade germanium single crystals, and germanium lenses [1]. Financial Performance - As of September 30, Yunnan Ge Industry's stock price increased by 5% to 29.40 CNY per share, with a trading volume of 586 million CNY and a turnover rate of 3.10%. The total market capitalization reached 19.202 billion CNY [1]. Revenue Composition - The revenue composition of Yunnan Ge Industry is as follows: material-grade germanium products account for 29.26%, photovoltaic-grade germanium products 23.34%, optical fiber-grade germanium products 21.98%, infrared-grade germanium products 12.45%, compound semiconductor materials 10.54%, and others 2.44% [1]. Shareholder Information - Among the top ten circulating shareholders of Yunnan Ge Industry, a fund under Southern Fund holds a significant position. The Southern CSI 1000 ETF (512100) increased its holdings by 917,000 shares in the second quarter, bringing its total to 4.8281 million shares, which represents 0.74% of the circulating shares [2]. Fund Performance - The Southern CSI 1000 ETF (512100) has a total asset size of 649.53 billion CNY and has achieved a year-to-date return of 27.27%, ranking 2099 out of 4220 in its category. Over the past year, it has delivered a return of 47.41%, ranking 1424 out of 3846 [2].

Core Viewpoint - Yunnan Zhenye (002428.SZ) currently has no specific plans for mass production of silicon carbide chips, and any future plans will be disclosed in accordance with regulations [1] Company Summary - The company has stated that both it and its subsidiaries do not have concrete plans for the mass production of silicon carbide chips at this time [1]

Market Overview - The small metal sector experienced a decline of 0.78% on September 26, with Yunnan Zhenye leading the drop [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] Stock Performance - Notable gainers in the small metal sector included: - Zhongtung High-tech (000657) with a closing price of 18.43, up 3.48% and a trading volume of 843,200 shares, totaling 1.558 billion yuan [1] - Guiyan Platinum (600459) closed at 16.10, up 2.94% with a trading volume of 419,900 shares, totaling 689 million yuan [1] - Zhongkuang Resources (002738) closed at 44.56, up 2.46% with a trading volume of 300,500 shares, totaling 1.334 billion yuan [1] - Major decliners included: - Yunnan Cuo Industry (002428) closed at 27.52, down 3.47% with a trading volume of 336,900 shares, totaling 946 million yuan [2] - Dongfang Cuo Industry (002167) closed at 13.51, down 2.95% with a trading volume of 316,600 shares, totaling 436 million yuan [2] - Northern Rare Earth (600111) closed at 46.39, down 1.88% with a trading volume of 1,315,600 shares, totaling 6.223 billion yuan [2] Capital Flow - The small metal sector saw a net outflow of 420 million yuan from main funds, while retail investors contributed a net inflow of 327 million yuan [2][3] - Notable capital flows included: - Zhongtung High-tech (000657) had a main fund net inflow of 254 million yuan, but a retail net outflow of 238 million yuan [3] - Shenghe Resources (600392) experienced a main fund net inflow of 152 million yuan, with significant retail outflows [3] - Guosheng Nonferrous (600259) had a main fund net inflow of 71.7 million yuan, but retail outflows of 45.7 million yuan [3]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002428 证券简称：云南锗业 公告编号：2025-049 云南临沧鑫圆锗业股份有限公司 第八届董事会第二十九次会议决议公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、误导性陈述或重大遗漏。 云南临沧鑫圆锗业股份有限公司（以下简称"公司"）第八届董事会第二十九次会议通知于2025年9月18 日以通讯方式发出，并于2025年9月24日以通讯方式召开。会议应出席董事7名，实际出席董事7名。本 次会议出席人数、召开程序、议事内容均符合《公司法》和《公司章程》的规定。会议经表决形成如下 决议： 一、会议以7票同意，0票反对，0票弃权，通过《关于取消监事会并修订〈公司章程〉的议案》； 同意取消监事会并对《云南临沧鑫圆锗业股份有限公司章程》进行修订。 详细内容请见公司同日在《证券时报》《中国证券报》《上海证券报》《证券日报》及巨潮资讯网 （http://www.cninfo.com.cn）上刊登的《云南临沧鑫圆锗业股份有限公司关于取消监事会并修订〈公司 章程〉等相关制度的公告》及在巨潮资讯网上刊登的《云南临沧鑫圆锗业股份有限公司章程修订 ...