河南豫光金铅股份有限公司关于2025年第三季度业绩说明会召开情况的公告

Core Viewpoint - The company held a performance briefing on November 6, 2025, to discuss its third-quarter results and address investor inquiries regarding its operations and future plans [1][2]. Group 1: Performance Overview - For the first nine months of 2025, the company achieved operating revenue of 34.855 billion, a year-on-year increase of 20.12% [5]. - The total profit for the same period was 786 million, reflecting a year-on-year growth of 13.10% [5]. - The net profit attributable to shareholders was 621 million, up 11.99% year-on-year [5]. Group 2: Project and Strategy Insights - The high-purity rare metal and semiconductor compound project is a significant transition from traditional smelting to high-end material manufacturing, enhancing the product value chain [3]. - The project utilizes waste materials from traditional smelting processes, although some raw materials need to be sourced externally, indicating that raw material costs are not negligible [3][4]. - The company aims to establish itself as a leading high-tech industry group in the non-ferrous metal new materials sector, focusing on high-end, intelligent, and green transformations [6]. Group 3: Pricing and Profitability Concerns - The company adheres to a pricing policy for related transactions based on public, fair, and just principles, ensuring alignment with independent third-party pricing [4]. - The decline in total profit in the third quarter was attributed to rising raw material costs and a decrease in processing fees due to market supply constraints [4]. - The expected profit margin for the high-purity rare metal and semiconductor compound project is still under evaluation as it is currently in the pilot testing phase [7].