ZHUYE GP(SH:600961) Xin Lang Zheng Quan·2025-11-11 03:30Core Viewpoint - Zhuzhou Smelter Group's stock has shown significant performance, with a year-to-date increase of 95.93%, indicating strong market interest and potential growth in the non-ferrous metal sector [1][2]. Group 1: Stock Performance - As of November 11, the stock price of Zhuzhou Smelter Group reached 15.42 CNY per share, with a trading volume of 2.03 billion CNY and a market capitalization of 165.44 billion CNY [1]. - The stock has experienced a 5.69% increase over the last five trading days, a 7.66% decrease over the last 20 days, and a 27.44% increase over the last 60 days [1]. - The company has appeared on the trading leaderboard twice this year, with the most recent net buy of 58.32 million CNY on September 12 [1]. Group 2: Company Overview - Zhuzhou Smelter Group, established on December 20, 1993, and listed on August 30, 2004, is located in Hunan Province and specializes in the production and sale of zinc, zinc alloys, and industrial sulfuric acid [2]. - The revenue composition includes 38.48% from zinc and zinc alloys, 28.17% from other sources, 13.94% from gold ingots, 10.71% from silver ingots, 7.85% from lead and lead alloys, 0.51% from indium ingots, 0.20% from sulfuric acid, and 0.14% from non-ferrous metal trading [2]. - As of October 31, the number of shareholders increased to 41,300, with an average of 18,203 circulating shares per shareholder [2]. Group 3: Financial Performance - For the period from January to September 2025, Zhuzhou Smelter Group reported a revenue of 16.048 billion CNY, reflecting a year-on-year growth of 11.54%, and a net profit attributable to shareholders of 858 million CNY, which is a 47.51% increase year-on-year [2]. - The company has distributed a total of 388 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [2]. Group 4: Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders include Qianhai Kaiyuan Gold and Silver Jewelry Mixed A, holding 16.65 million shares, an increase of 2.59 million shares from the previous period [3]. - Hong Kong Central Clearing Limited is the fifth-largest shareholder with 9.22 million shares, an increase of 1.64 million shares [3]. - New entrants include the Gold Stock ETF, holding 6.17 million shares, while several funds have exited the top ten list [3].