Yunnan Germanium(SZ:002428) Xin Lang Cai Jing·2025-10-13 03:07Core 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].