耐普矿机9月25日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 开源证券股份有限公司西安西大街证券营业部 | 3023.34 | 4.30 | | 买二 | 国泰海通证券股份有限公司上海长宁区江苏路证券营业 | 2462.37 | 52.57 | | | 部 | | | | 买三 | 国泰海通证券股份有限公司泰州鼓楼南路第一证券营业 | 1931.70 | 11.72 | | | 部 | | | | 买四 | 华鑫证券有限责任公司上海光复路证券营业部 | 1234.86 | 15.24 | | 买五 | 华鑫证券有限责任公司上海宛平南路证券营业部 | 1195.90 | 0.00 | | 卖一 | 华泰证券股份有限公司深圳平安金融中心证券营业部 | 7.23 | 3684.96 | | 卖二 | 中信建投证券股份有限公司上饶中山西路证券营业部 | 0.00 | 1387.62 | | 卖三 | 机构专用 | 0.00 | 1369.37 | | 卖四 | 长江证券股份有限 ...

Core Points - The Shanghai Composite Index closed at 3859.62 points, above the five-day moving average, with a slight increase of 0.16% [1] - A total trading volume of A-shares reached 1,555.781 billion yuan, with 655 A-shares breaking through the five-day moving average [1] Summary by Category Stock Performance - The top three stocks with the highest deviation rates from the five-day moving average are: - Ha Huanhua (301137) with a deviation rate of 15.31% and a price increase of 19.99% [2] - Naipu Mining (300818) with a deviation rate of 15.09% and a price increase of 19.99% [2] - Yi Wang Yi Chuang (300792) with a deviation rate of 13.35% and a price increase of 19.99% [2] Trading Metrics - The trading turnover rates for the top three stocks with the highest deviation rates are: - Ha Huanhua (301137) at 11.45% [2] - Naipu Mining (300818) at 11.58% [2] - Yi Wang Yi Chuang (300792) at 16.97% [2] Additional Stocks - Other notable stocks with significant performance include: - Heng Er Da (300946) with a deviation rate of 13.19% and a price increase of 17.77% [2] - Ningbo Construction (601789) with a deviation rate of 8.35% and a price increase of 9.96% [2] - Jiaze New Energy (601619) with a deviation rate of 7.69% and a price increase of 9.98% [2]

Market Overview - The Shanghai Composite Index is at 3854.34 points, slightly above the annual line with a change of 0.02% [1] - The total trading volume of A-shares today is 1,140.649 billion yuan [1] Stocks Breaking Annual Line - A total of 43 A-shares have surpassed the annual line today, with notable stocks including: - Nape Mining Machine with a deviation rate of 19.38% - Tianxia Show with a deviation rate of 9.25% - TCL Zhonghuan with a deviation rate of 6.56% [1] Top Stocks by Deviation Rate - The following stocks have the highest deviation rates from the annual line: - Nape Mining Machine (19.99% increase, 11.23% turnover rate, annual line at 24.53 yuan, latest price at 29.29 yuan) [1] - Tianxia Show (10.02% increase, 4.64% turnover rate, annual line at 5.13 yuan, latest price at 5.60 yuan) [1] - TCL Zhonghuan (10.06% increase, 6.63% turnover rate, annual line at 8.83 yuan, latest price at 9.41 yuan) [1] Additional Stocks with Minor Deviations - Other stocks that have just crossed the annual line with smaller deviation rates include: - ST Jingshan with a deviation rate of 0.81% - Tianjin Bin Development with a deviation rate of 0.68% [2]

Market Overview - The Shanghai Composite Index is at 3854.14 points, slightly above the five-day moving average, with a change of 0.01% [1] - The total trading volume of A-shares is 1,140.591 billion yuan [1] Stocks Performance - A total of 796 A-shares have surpassed the five-day moving average today [1] - Stocks with significant deviation rates include: - HaHuanHuaTong (15.31% deviation) with a price increase of 19.99% and a turnover rate of 11.08% [1] - NaiPuMiner (15.09% deviation) with a price increase of 19.99% and a turnover rate of 11.23% [1] - YiWangYiChuang (12.15% deviation) with a price increase of 18.36% and a turnover rate of 14.41% [1] Additional Notable Stocks - HengErDa shows a 9.05% deviation with a price increase of 12.27% [1] - NingBoJianGong has a deviation of 8.35% with a price increase of 9.96% [1] - Other stocks with notable performance include JiaZeXinNeng (7.69% deviation) and GuangDianDianQi (7.67% deviation) [1]

Group 1 - The non-ferrous metal sector opened high, indicating positive market sentiment [1] - Companies such as Jingyi Co., Northern Copper, and others reached their daily limit up [1] - Notable performers included Naipu Mining, Luoyang Molybdenum, Jiangxi Copper, Tongling Nonferrous Metals, and Yunnan Copper, all of which opened high [1]

Group 1 - The company, Nepean Mining (stock code: 300818), announced on the evening of September 19 that it and its controlling subsidiaries do not provide guarantees to entities outside the consolidated financial statements [1] - There are no overdue debts corresponding to guarantees, no guarantees involved in litigation, and no guarantee losses due to being judged to lose a lawsuit [1]

证券代码：300818 证券简称：耐普矿机 公告编号：2025-094 江西耐普矿机股份有限公司 注册日期：2021 年 3 月 23 日 关于为子公司提供担保的进展公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 一、担保情况概述 江西耐普矿机股份有限公司（以下简称"公司"）于 2025 年 4 月 1 日召开第 五届董事会第二十三次会议、于 2025 年 4 月 23 日召开 2024 年年度股东大会审 议通过《关于为子公司提供担保额度预计的议案》；于 2025 年 6 月 24 日召开第 五届董事会第二十七次会议、于 2025 年 7 月 10 日召开 2025 年第二次临时股东 会审议通过《关于为子公司新增担保额度的议案》，同意公司合计为下属子公司 （含全资、控股子公司）申请银行授信提供担保总额度不超过 6,000 万美元。具 体内容详见公司于 2025 年 4 月 3 日及 2025 年 6 月 25 日在巨潮资讯网 （http://www.cninfo.com.cn）披露的《关于为子公司提供担保额度预计的公告》 及《关于为子公司新增担保额度的公告 ...

Group 1 - The company, Naipu Mining Machinery (耐普矿机), reported that the first set of high-alloy composite liners for the 7.5-meter semi-autogenous mill at the Tibet Zhibula mine has been in use for nearly eight months, significantly improving the lifespan compared to the previous metal liners, which is nearly double [1] - The company has already installed the second set of liners, indicating a successful transition to the new product [1] - The quantity of liners required varies by mill model, with larger models needing more liners due to differences in diameter and length [1] Group 2 - The high-alloy composite liners are currently in a promotional trial period, suggesting potential for significant price adjustments in the future [1]

证券代码：300818 证券简称：耐普矿机 公告编号：2025-093 江西耐普矿机股份有限公司 关于 2022 年员工持股计划第三个锁定期届满 且解锁条件成就的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 江西耐普矿机股份有限公司（以下简称"公司"）于 2022 年 8 月 24 日召开 第四届董事会第二十八次会议、第四届监事会第二十六次会议，并于 2022 年 9 月 9 日召开 2022 年第三次临时股东大会，审议通过《关于<江西耐普矿机股份有 限公司 2022 年员工持股计划（草案）>及其摘要的议案》等相关议案，具体内容 详见公司于 2022 年 8 月 25 日在巨潮资讯网（http://www.cninfo.com.cn）披露的 《江西耐普矿机股份有限公司 2022 年员工持股计划（草案）》等相关公告。 公司 2022 年员工持股计划（以下简称"本持股计划"）第三个锁定期将于 2025 年 9 月 22 日届满，根据中国证券监督管理委员会《关于上市公司实施员工 持股计划试点的指导意见》及《深圳证券交易所上市公司自律监管指引第 2 号— —创业 ...

Core Viewpoint - The report highlights the recent performance and future prospects of the company, particularly focusing on its mining investments and innovative products, despite facing challenges in revenue and profit margins due to specific project impacts. Group 1: Company Performance - The company reported a revenue of 413 million yuan for the first half of 2025, a decline of 34.04% year-on-year, but revenue remained stable when excluding EPC projects [2][3] - The net profit attributable to shareholders was 16.99 million yuan, down 79.86% year-on-year, but showed a 100.34% increase compared to the first quarter of 2025 [2][3] Group 2: Project Impact - The significant fluctuation in performance is attributed to the absence of EPC project revenues, which contributed 200 million yuan in the previous year [3] - Increased capital expenditures led to a 50% rise in fixed asset depreciation costs, reaching approximately 45 million yuan [3] - R&D expenses rose to 24.91 million yuan, an increase of 9.73 million yuan year-on-year, primarily due to costs associated with the trial phase of the second-generation composite liner product [3] Group 3: Mining Investments - The company has invested in the Cordoba mining project in Colombia, holding a 50% stake after a direct investment of 100 million USD [4] - The project has a proven reserve of 97.95 million tons, with copper grade at 0.41%, gold grade at 0.23 grams/ton, and silver grade at 2.63 grams/ton [4] - The project is awaiting EIA approval, with expectations to commence construction within two years after approval [5] Group 4: Future Growth Strategy - The company plans to continue its dual-driven strategy in mining investments, focusing on copper and gold due to favorable market conditions and customer concentration [6][7] - The second-generation forged composite liner product shows significant advantages in wear resistance and energy consumption, with a lifespan improvement of nearly 100% compared to traditional cast liners [8][9] - The company has established five overseas bases, aiming for a total production capacity of 3 billion yuan, driven by capacity release and new product breakthroughs [8][10] Group 5: Revenue Recognition and Client Base - The second-generation forged composite liners are currently in trial use at several domestic and foreign mining clients, with significant revenue recognition expected to begin in the fourth quarter of this year [9][10] - The company has secured trial agreements with foreign clients, anticipating widespread adoption in the coming year [9]