证券日报网讯 2月26日，飞南资源在互动平台回答投资者提问时表示，公司高度重视以企业价值为核心 的市值管理，始终聚焦主业经营，持续推动公司高质量发展，努力以更好的业绩回报广大投资者。公司 将一如既往地坚持与投资者良好沟通交流的理念，通过多种渠道落实与投资者沟通与互动工作，借助业 绩说明会、互动易、投资者热线、传真、公司官网、微信公众号等形式向投资者展示公司的经营情况、 业绩表现以及发展战略等信息，传递公司内在价值。 （文章来源：证券日报） ...

（编辑 王雪儿） 证券日报网讯 2月25日，飞南资源在互动平台回答投资者提问时表示，根据公司披露的2025年半年报， 2025年上半年，公司销售的资源化产品对应的各金属，其中金生产量为576430.83克，银生产量为 35126.92千克。关于2025年全年的情况，敬请关注公司后续披露的定期报告等相关公告。公司持续加强 对金属价格的跟踪和金属物料的周转管理，以缩短资源化产品的变现周期，目前公司生产经营一切正 常。 ...

2月24日，飞南资源大宗交易成交57.13万股，成交额877.46万元，占当日总成交额的1.73%，成交价15.36元，较市场收盘价 20.29元折价24.3%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交全额 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | 2026-02-24 | 301500 | 飞南资源 | 15.36 | 24.50 | 376.32 中国中金财富证券 | 中信证券股份有限 | | | | | | | 有限公司北京里京 | 公司北京万柳证券 | | | | | | | 启阳路正经营业部 | 营业部 | | 2026-02-24 | 301500 | 飞南资源 | 15.36 | 32.63 | 501.14 申万宏源证券有限 | 中信证券股份有限 | | | | | | | 公司上海浦东新区 | 公司北京万柳证券 | | | | | | | 陆家嘴环路证券营 | 营业部 | | | | | | | 业部 | | ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300139 | 晓程科技 | 1 | 12.91 | 177亿 | 112.29 | | 603077 | 和邦生物 | 1 | 10.08 | 231亿 | 15.93 | | 601212 | 日银有色 | 1 | 9.93 | 771亿 | 77.95 | | 002716 | 湖南白银 | 1 | 9.65 | 423亿 | 116.76 | | 001337 | 四川黄金 | | 8.38 | 210亿 | 79.11 | | 000603 | 盛达资源 | 1 | 8.21 | 337亿 | 57.98 | | 600531 | 豫光金铅 | 1 | 7.58 | 211亿 | 48.60 | | 601969 | 母国外业 | 1 | 6.88 | 236亿 | -0.59 | | 000506 | 招我黄金 | | 6.87 | 191亿 | 57.20 | | 301500 | 飞南资源 | | 6.77 | 115亿 | 30.59 ...

Group 1: Market Overview - The A-share market showed mixed performance on February 11, with the ChiNext Index falling over 1% and total trading volume in the Shanghai and Shenzhen markets reaching 2 trillion yuan, a decrease of 123.7 billion yuan from the previous trading day [1] - Over 3,200 stocks in the market experienced declines, indicating a broad-based sell-off [1] Group 2: Chemical Industry Insights - UBS recently released a report raising expectations for the Chinese chemical industry, predicting a new upward cycle from 2026 to 2028 due to multiple positive factors, with expectations for profit recovery and valuation increases [1] - The chemical sector has shown resilience, with companies like Jihua Group and Taihe New Materials experiencing significant stock price increases [1] Group 3: Fiberglass Sector Performance - The fiberglass manufacturing sector saw a collective surge, with nearly all stocks hitting the daily limit, a rare occurrence in the market [1] - Notable stocks included International Composite Materials, which hit a 20% limit up shortly after market open, and others like Changhai Co., Honghe Technology, and China Jushi also saw significant gains [1][2] - The fiberglass sector's revaluation is linked to price increases and demand driven by AI, with major manufacturers indicating price hikes and low inventory levels [3] Group 4: Lithium Battery and Precious Metals - Lithium battery stocks were active, with Zhongcai Technology hitting the limit up and reaching a historical high [4] - The domestic commodity futures market saw most prices rise, with lithium carbonate increasing over 9% [4] - Precious metals also experienced volatility, with silver futures rising over 4% and gold prices recovering above $5,050 per ounce [5]

Core Viewpoint - The A-share market saw a strong performance in gold-related stocks, with several companies experiencing significant price increases on February 11 [1] Group 1: Stock Performance - Baodi Mining reached the daily limit with a rise of 9.97%, bringing its total market value to 6.968 billion [2] - Guocheng Mining increased by 9.18%, with a total market capitalization of 36.8 billion [2] - Hangmin Co. and Baoding Technology both rose over 5%, with market values of 8.861 billion and 7.934 billion respectively [2] - Other notable performers included Zhongjin Metal, Shandong Gold, and Feinan Resources, all of which saw increases of over 4% [1][2] Group 2: Year-to-Date Performance - Baodi Mining has a year-to-date increase of 18.02% [2] - Guocheng Mining's year-to-date rise stands at 11.65% [2] - Hangmin Co. and Baoding Technology have year-to-date increases of 25.98% and 23.86% respectively [2] - Shandong Gold and Feinan Resources also reported strong year-to-date performances of 22.35% and 28.17% [2]

Group 1 - The A-share market saw a general rise in gold-related stocks, with Hunan Silver rising over 4% and several other companies increasing by more than 3% [1] - Gold and silver prices rebounded, with spot gold reaching $5046.79 and spot silver at $81.67 [1] Group 2 - Hunan Silver (002716) increased by 4.67%, with a total market value of 37.9 billion and a year-to-date increase of 94.22% [2] - Xiaocheng Technology (300139) rose by 3.99%, with a market value of 17.4 billion and a year-to-date increase of 108.70% [2] - Baoding Technology (002552) saw a rise of 3.79%, with a market value of 8.295 billion and a year-to-date increase of 29.50% [2] - Guocheng Mining (000688) increased by 3.59%, with a market value of 33.8 billion and a year-to-date increase of 2.73% [2] - Yuguang Gold and Lead (600531) rose by 3.47%, with a market value of 20.2 billion and a year-to-date increase of 41.96% [2] - Other notable increases include Feinan Resources (301500) at 3.40%, Guizhou Platinum Industry (600459) at 3.03%, and China Gold (600916) at 2.63% [2]

Group 1 - The A-share market saw a broad increase in gold-related stocks, with notable gains from Hunan Silver, which rose over 4%, and several other companies like Xiaocheng Technology, Baoding Technology, and Zijin Mining, all increasing by more than 3% [1] - The weakening of the US dollar and the rebound in gold and silver prices contributed to this surge, with spot gold rising to $5046.79 and spot silver reaching $81.67 [1] Group 2 - Hunan Silver (002716) experienced a 4.67% increase, with a total market capitalization of 37.9 billion and a year-to-date increase of 94.22% [2] - Xiaocheng Technology (300139) saw a 3.99% rise, with a market cap of 17.4 billion and a year-to-date increase of 108.70% [2] - Baoding Technology (002552) increased by 3.79%, with a market cap of 8.295 billion and a year-to-date increase of 29.50% [2] - Other notable companies include Zijin Mining (601899) with a 3.74% increase and a market cap of 1025.8 billion, and Guocheng Mining (000688) with a 3.59% increase and a market cap of 33.8 billion [2]

Core Viewpoint - The company, Feinan Resources, has shown a positive stock performance with a closing price of 20.16 yuan, up 3.12%, indicating strong market interest and trading activity [1]. Group 1: Financial Performance - The company's revenue from cathode copper constitutes 80% of its main revenue, benefiting from a significant increase in international futures prices from 73,000 to 100,000 since early 2025, suggesting a strong profit outlook for 2025 [2]. - The company is focused on high-quality development and aims to enhance shareholder value through better performance, with potential discussions on dividend plans [2]. Group 2: Risk Management - The company maintains normal production operations and employs futures contracts for price risk management of certain metal inventories, indicating a strategic approach to mitigate market volatility [2]. - The company does not hedge all metal inventories but adjusts its hedging scale based on various factors, including market conditions and inventory levels, emphasizing a non-speculative approach to futures trading [2]. Group 3: Market Activity - On February 3, the main funds experienced a net outflow of 69.05 thousand yuan, while retail investors saw a net inflow of 959.27 thousand yuan, reflecting differing investor sentiments [2].

Core Viewpoint - The environmental governance sector experienced a decline of 0.59% on January 30, with Feinan Resources leading the drop. The Shanghai Composite Index closed at 4117.95, down 0.96%, while the Shenzhen Component Index closed at 14205.89, down 0.66% [1]. Group 1: Stock Performance - Xuelang Environment (300385) saw a significant increase of 15.43%, closing at 11.67 with a trading volume of 341,400 shares and a transaction value of 379 million yuan [1]. - Baichuan Changyin (300614) increased by 4.96%, closing at 15.66 with a trading volume of 143,900 shares and a transaction value of 221 million yuan [1]. - Feinan Resources (301500) led the decline with a drop of 15.32%, closing at 20.68 with a trading volume of 458,300 shares and a transaction value of 95.26 million yuan [2]. - Other notable declines include Jinyuan Co. (000546) down 10.03% and Guozhong Water (600187) down 9.89% [2]. Group 2: Capital Flow - The environmental governance sector experienced a net outflow of 838 million yuan from institutional investors, while retail investors saw a net inflow of 871 million yuan [2]. - The capital flow data indicates that Donghu Gaoxin (600133) had a net inflow of 64.01 million yuan from institutional investors, while it faced a net outflow of 50.12 million yuan from retail investors [3]. - Baichuan Changyin (300614) had a net inflow of 20.80 million yuan from institutional investors, but also saw outflows from retail investors [3].