有色铜板块全线强势上扬，白银（核心股）有色、豫光金铅、西部黄金、北方铜业、铜陵有色、云南铜 业，板块相关整理如下： 白银（核心股）有色（601212.SH） 最新股价：15.19元 日涨幅：+10.00% (涨停) 亮点：甘肃大型有色金属（核心股）联合企业，业务覆盖铜铅锌采选冶全产业链。重点铜矿包括境内火 焰山矿及收购的秘鲁 Cerro Verde 铜矿，总铜资源量丰富。 豫光金铅（600531.SH） 最新股价：24.97元 日涨幅：+10.00% (5连板，涨停) 亮点：主营铅、锌、铜冶炼及贵金属（核心股）回收，拥有国际领先的"双底吹连续炼铜"技术。 西部黄金（601069.SH） 最新股价：48.69元 日涨幅：+10.00% (涨停) 亮点：除黄金主业外，旗下参股的新疆美德康特巴哈苏苏铜多金属矿拥有铜储量丰富。 北方铜业（000737.SZ） 铜陵有色（000630.SZ） 最新股价：9.19元 日涨幅：+10.00% (涨停) 亮点："新中国铜业摇篮"，国内阴极铜产能龙头，拥有国内及厄瓜多尔米拉多铜矿等优质资源，总权益 铜储量丰富。 云南铜业（000878.SZ） 最新股价：13.79元 日涨幅：+ ...

Group 1 - The industrial metal sector increased by 2.62% on January 29, with Yiqiu Resources leading the gains [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] - Notable gainers in the industrial metal sector included Yiqiu Resources, which rose by 10.08% to a closing price of 4.37, and Tongling Nonferrous Metals, which increased by 10.06% to 9.19 [1] Group 2 - The industrial metal sector experienced a net outflow of 7.772 billion yuan from institutional investors, while retail investors saw a net inflow of 6.846 billion yuan [2] - The top losers in the industrial metal sector included Yian Technology, which fell by 6.03% to a closing price of 16.82, and Guocheng Mining, which decreased by 5.63% to 29.14 [2] Group 3 - Major stocks with significant net inflows included Ding Sheng New Materials, which had a net inflow of 138 million yuan, and Yiqiu Resources with a net inflow of 128 million yuan [3] - Conversely, stocks like Yunnan Copper experienced a net outflow of 226 million yuan from speculative funds [3]

董秘最新回复 截至2026年1月28日收盘，电工合金(300697)报收于19.6元，上涨8.11%，换手率28.0%，成交量56.42万 手，成交额10.83亿元。 投资者： 随着特朗普和美联储放水势不可挡，加上全球电力大建设、新能源汽车、AI算力及通信设施 等需求将持续增加，主要矿产资源价格可能出现向上双击，带来铜、合金等需求和价格持续增长，大宗 商品价格将继续上涨，请问：1、未来公司是否有意收购上游矿产资源？2、公司铜力新材业务主要有哪 些布局和 优势？ 董秘： 投资者您好，厦门铜力新材料有限公司作为公司铜母线业务的战略延伸主体，未来将依托厦门 市发达的电力电气输配电产业链优势以及高品质铜材在输配电产业链中的市场需求，生产和销售铜母 线、铜制电气零部件等高品质铜材产品，可广泛应用于中低压电气设备、数据中心等战略性新兴产业。 公司业务情况请关注公司公告，感谢您的关注。 投资者： 随着特朗普和美联储继续大放水势不可挡的趋势，加上全球未来新能源、电力设施、AI算力 设施、通信设施、新能源汽车、交通设施、卫星及航天航空发展等行业大发展，铜需求和铜价将出现几 何级别的大增长，请问，1、公司是否有进一步收购上游矿产 ...

格隆汇1月28日丨电工合金(300697.SZ)在投资者互动平台表示，公司暂无收购上游矿产资源的投资意 向。公司将结合行业发展趋势及自身技术优势，持续推进主营业务发展，致力于提升产品核心竞争力。 ...

格隆汇1月28日丨电工合金(300697.SZ)在投资者互动平台表示，公司暂无收购上游矿产资源的投资意 向。公司将结合行业发展趋势及自身技术优势，持续推进主营业务发展，致力于提升产品核心竞争力。 ...

Group 1 - The non-ferrous metal sector continues to rise, with companies such as Shengda Resources, Tongling Nonferrous Metals, Yuguang Gold Lead, and Huafeng Aluminum reaching new highs during trading [1] - Silver Industry has achieved a seven-day consecutive increase, indicating strong market performance [1] - Companies like Zinc Industry Co., Yiqiu Resources, Electric Alloy, Pengxin Resources, Northern Copper, China Aluminum, and China Nonferrous Metals are also experiencing significant gains [1]

（文章来源：证券日报） 证券日报网讯 1月20日，电工合金在互动平台回答投资者提问时表示，国家电网在"十五五"期间将继续 围绕新型电力系统建设，推动电网向数字化、智能化、绿色化方向升级。公司将结合行业发展趋势及自 身技术优势，持续推进主营业务发展，致力于提升产品核心竞争力。 ...

Core Viewpoint - The company, Jiangyin Electric Alloy Co., Ltd., has shown a positive performance in stock price and financial results, indicating growth potential in the copper and copper alloy industry. Financial Performance - As of September 30, the company achieved a revenue of 2.293 billion yuan, representing a year-on-year growth of 25.11% [2] - The net profit attributable to shareholders reached 127 million yuan, reflecting a year-on-year increase of 38.45% [2] Stock Performance - On January 15, the stock price increased by 2.03%, reaching 18.06 yuan per share, with a trading volume of 99.2094 million yuan and a turnover rate of 1.68% [1] - Year-to-date, the stock price has risen by 7.63%, with a 4.33% increase over the last five trading days and a 12.03% increase over the last 20 days [1] Shareholder Information - The number of shareholders as of September 30 is 40,500, an increase of 2.75% from the previous period [2] - The average number of circulating shares per shareholder is 8,181, which has decreased by 2.68% from the previous period [2] Dividend Distribution - Since its A-share listing, the company has distributed a total of 451 million yuan in dividends, with 186 million yuan distributed over the last three years [3] Business Overview - The company specializes in the research, production, and sales of copper and copper alloy products, with its main revenue sources being copper busbars (66.21%), electrified railway contact network products (29.90%), and high-voltage connectors for new energy vehicles (3.29%) [1] - The company is categorized under the non-ferrous metals industry, specifically in industrial metals and copper [1] Market Position - The company is associated with several concept sectors, including Xiaomi automotive, NIO automotive, railway infrastructure, new energy vehicles, and small-cap stocks [1]

Core Viewpoint - The company Electric Alloy (300697) focuses on products related to electrified railway contact networks, copper busbars, and high-voltage connectors for electric vehicles, indicating a commitment to its core business and future growth in various sectors [1] Group 1: Product Offerings - The main products of the company include electrified railway contact network series products, copper busbar series products, and high-voltage connectors for electric vehicles [1] - These products are applicable in multiple fields such as electrified railways, urban rail transit, large buildings, nuclear power units, wind power generators, hydropower generators, data centers, and electric vehicles [1] Group 2: Strategic Focus - The company plans to continue focusing on its main business while actively extending its development layout along the industrial chain [1] - The strategy aims to maintain the interests of the company and all shareholders [1]

本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 江阴电工合金股份有限公司（以下简称"公司"）于 2025 年 12 月 31 日收 到深圳证券交易所出具的《关于受理江阴电工合金股份有限公司向不特定对象发 行可转换公司债券申请文件的通知》（深证上审〔2025〕282 号），深圳证券交 易所对公司报送的向不特定对象发行可转换公司债券申请文件进行了核对，认为 申请文件齐备，决定予以受理。 公司本次向不特定对象发行可转换公司债券事项尚需通过深圳证券交易所 审核，并获得中国证券监督管理委员会同意注册的决定后方可实施，该事项能否 通过审核、注册以及最终通过审核、注册的时间仍存在不确定性。公司将根据该 事项的审核进展情况及时履行信息披露义务，敬请广大投资者注意投资风险。 证券代码：300697 证券简称：电工合金 公告编号：2025-053 江阴电工合金股份有限公司 关于向不特定对象发行可转换公司债券申请 获得深圳证券交易所受理的公告 特此公告。 江阴电工合金股份有限公司 董 事 会 二〇二五年十二月三十一日 ...