证券日报网讯云南锗业（002428）9月24日在互动平台回答投资者提问时表示，截至2025年9月19日，公 司合并普通账户和融资融券信用账户股东总数为111，660户。 ...

云南锗业9月24日披露，截至9月20日公司股东户数为111660户，较上期（9月10日）减少7985户，环比 降幅为6.67%。这已是该公司股东户数连续第2期下降。 证券时报·数据宝统计，截至发稿，云南锗业最新股价为27.76元，上涨0.11%，本期筹码集中以来股价 累计上涨1.50%。具体到各交易日，6次上涨，4次下跌。 融资融券数据显示，该股最新（9月23日）两融余额为15.52亿元，其中，融资余额为15.41亿元，本期筹 码集中以来融资余额合计增加1.61亿元，增幅为11.66%。 公司发布的半年报数据显示，上半年公司共实现营业收入5.29亿元，同比增长52.10%，实现净利润 2214.98万元，同比增长339.60%，基本每股收益为0.0340元，加权平均净资产收益率1.51%。（数据 宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） ...

Group 1 - Yunnan Ge Industry experienced a decline of 5.01% on September 23, with a stock price of 27.71 yuan per share and a trading volume of 647 million yuan, resulting in a total market capitalization of 18.098 billion yuan [1] - The company, established on August 19, 1998, and listed on June 8, 2010, specializes in germanium mining, refining, and deep processing, with main products including zone-refined germanium ingots and infrared-grade germanium single crystals [1] - The revenue composition of the company's main products 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%) [1] Group 2 - Huaxia Fund's Huaxia CSI 1000 ETF (159845) entered the top ten circulating shareholders of Yunnan Ge Industry in the second quarter, holding 2.8449 million shares, which is 0.44% of the circulating shares [2] - The fund has a total scale of 38.227 billion yuan and has achieved a year-to-date return of 26.96%, ranking 1879 out of 4220 in its category [2] - The fund manager, Zhao Zongting, has been in position for 8 years and 162 days, with the fund's total asset scale at 389.148 billion yuan and a best return of 117.09% during his tenure [3]

Market Overview - The small metals sector increased by 0.39% on September 22, with Yunnan Zhenye leading the gains [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Individual Stock Performance - Yunnan Zhenye (002428) closed at 29.17, up 3.77% with a trading volume of 562,800 shares and a turnover of 1.634 billion yuan [1] - Northern Rare Earth (600111) closed at 48.06, up 2.15% with a trading volume of 1,510,800 shares and a turnover of 7.201 billion yuan [1] - Western Materials (002149) closed at 17.28, up 1.83% with a trading volume of 122,000 shares and a turnover of 211 million yuan [1] - Other notable performances include Jintian Titanium (688750) at 21.43, up 1.28%, and China Rare Earth (000831) at 51.29, up 0.02% [1] Capital Flow Analysis - The small metals sector experienced a net outflow of 611 million yuan from institutional investors and 312 million yuan from speculative funds, while retail investors saw a net inflow of 922 million yuan [2] - Yunnan Zhenye had a net inflow of 113 million yuan from institutional investors, but a net outflow of 106 million yuan from speculative funds [3] - Northern Rare Earth saw a net inflow of 70.871 million yuan from institutional investors, while speculative funds had a net outflow of 196 million yuan [3]

Group 1 - The core viewpoint is that the non-ferrous metal industry index (399395) has shown strong performance, with significant gains in individual stocks such as Zijin Mining and Shandong Gold, driven by a surge in spot gold prices and supportive monetary policies [1][2] - The non-ferrous metal industry index reflects the overall performance of listed companies in the non-ferrous metal sector, comprising 50 securities with notable scale and liquidity [1] - The recent increase in gold prices is attributed to central bank reserves and resilient employment in the U.S. economy, which may extend the current interest rate cut cycle, creating a favorable environment for gold investments [1] Group 2 - As of August 29, 2025, the top ten weighted stocks in the non-ferrous metal industry index account for 50.35% of the index, including companies like Zijin Mining and Northern Rare Earth [2] - The non-ferrous ETF fund closely tracks the non-ferrous metal industry index, providing investors with a means to invest in this specific sector [1][3]

Group 1 - The optical fiber concept index rose by 0.74%, ranking 7th among concept sectors, with 33 stocks increasing in value, including Hangzhou Dianzi, FiberHome, and Hengtong Optic-Electric reaching the daily limit [1] - Notable gainers in the optical fiber sector included Guangku Technology, Zhongtian Technology, and Changxin Bochuang, which rose by 15.00%, 6.97%, and 6.54% respectively [1] - The largest declines were seen in Yongding Co., Yunnan Zhiyuan, and Chihong Zn & Ge, which fell by 8.20%, 4.43%, and 4.00% respectively [1] Group 2 - The optical fiber sector experienced a net inflow of 2.584 billion yuan, with 29 stocks receiving net inflows, and 9 stocks exceeding 100 million yuan in net inflows [2] - Hengtong Optic-Electric led the net inflow with 1.172 billion yuan, followed by FiberHome, Zhongtian Technology, and Changxin Bochuang with net inflows of 1.012 billion yuan, 786 million yuan, and 356 million yuan respectively [2] - The net inflow ratios for Hengtong Optic-Electric, FiberHome, and Zhongbei Communication were 28.24%, 23.63%, and 13.96% respectively [3] Group 3 - The optical fiber sector's performance was highlighted by significant trading volumes, with Hengtong Optic-Electric and FiberHome showing high turnover rates of 7.74% and 13.00% respectively [3] - Other notable stocks included Guangku Technology with a 15.00% increase and a turnover rate of 17.50%, indicating strong investor interest [3] - The overall market sentiment for the optical fiber sector appears positive, as evidenced by the substantial net inflows and stock performance [2][3]

Core Viewpoint - Yunnan Zheye's subsidiary produces compound semiconductor products, specifically Gallium Arsenide (GaAs) chips and Indium Phosphide (InP) chips, which are essential for various high-tech applications [1] Group 1: Product Applications - Indium Phosphide chips are primarily used in the production of lasers and detector chips within optical modules, with downstream applications in 5G communication, data centers, and wearable devices [1] - Gallium Arsenide chips are utilized in radio frequency devices, lasers, sensors, and high-brightness light-emitting diode (HBLED) products, with downstream applications in smartphones, computers, communication base stations, autonomous driving, next-generation displays (MiniLED, MicroLED), industrial lasers, and facial recognition [1]

Market Overview - On September 17, the small metals sector rose by 0.69%, with Yunnan Zhenye leading the gains [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Small Metals Sector Performance - Key stocks in the small metals sector showed varied performance, with Yunnan Zhenye closing at 29.14, up 2.43%, and Shenghe Resources at 22.75, up 2.02% [1] - Other notable performers included Baowu Magnesium at 16.46, up 1.98%, and Zhongkuang Resources at 44.29, up 1.82% [1] Trading Volume and Value - Yunnan Zhenye had a trading volume of 480,300 shares, with a transaction value of 1.386 billion yuan [1] - Shenghe Resources recorded a trading volume of 763,500 shares, with a transaction value of 1.710 billion yuan [1] Capital Flow Analysis - The small metals sector experienced a net outflow of 495 million yuan from institutional investors, while retail investors saw a net inflow of 395 million yuan [2][3] - Speculative funds had a net inflow of 101 million yuan into the sector [2] Individual Stock Capital Flow - Yunnan Zhenye had a net inflow of 12.9 million yuan from institutional investors, while it faced a net outflow of 16.33 million yuan from speculative funds [3] - Shenghe Resources saw a net inflow of 78.11 million yuan from institutional investors, but a net outflow of 4.63 million yuan from speculative funds [3]

证券日报网讯云南锗业（002428）9月15日在互动平台回答投资者提问时表示，截至2025年9月10日，公 司合并普通账户和融资融券信用账户股东总数为119645户。 ...

格隆汇9月15日丨云南锗业(002428.SZ)在投资者互动平台表示，公司前期6英寸磷化铟晶片研发项目已 完成项目研究任务，但从研发到规模化生产尚存在较大不确定性。目前公司及子公司并无6英寸磷化铟 晶片量产的具体计划，下一步在市场与需求风险、技术风险等可控的前提下，公司方会考虑相关计划， 如有相关计划，公司会按规定进行公开披露。 ...