9月29日，中金岭南盘中上涨2.10%，截至10:21，报5.34元/股，成交1.90亿元，换手率0.96%，总市值 199.59亿元。 中金岭南所属申万行业为：有色金属-工业金属-铅锌。所属概念板块包括：有色锌、小金属、稀缺资 源、金属铅、黄金股等。 截至6月30日，中金岭南股东户数12.76万，较上期减少0.05%；人均流通股29283股，较上期增加 0.05%。2025年1月-6月，中金岭南实现营业收入311.13亿元，同比增长1.54%；归母净利润5.59亿元，同 比增长3.12%。 分红方面，中金岭南A股上市后累计派现43.89亿元。近三年，累计派现9.08亿元。 机构持仓方面，截止2025年6月30日，中金岭南十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股3956.13万股，相比上期减少3916.84万股。南方中证500ETF（510500）位居第五大流通股 东，持股3877.58万股，相比上期增加533.54万股。广发聚丰混合A（270005）退出十大流通股东之列。 责任编辑：小浪快报 资金流向方面，主力资金净流出1124.34万元，特大单买入1312.30万元，占比6.92%， ...

9月29日，湖南白银盘中上涨2.03%，截至10:18，报7.05元/股，成交8.69亿元，换手率5.69%，总市值 199.03亿元。 资金流向方面，主力资金净流出1752.95万元，特大单买入4558.85万元，占比5.25%，卖出7207.71万 元，占比8.30%；大单买入1.88亿元，占比21.59%，卖出1.79亿元，占比20.56%。 湖南白银今年以来股价涨107.96%，近5个交易日涨4.44%，近20日涨16.34%，近60日涨75.37%。 今年以来湖南白银已经3次登上龙虎榜，最近一次登上龙虎榜为9月12日，当日龙虎榜净买入2.28亿元； 买入总计4.10亿元 ，占总成交额比20.34%；卖出总计1.81亿元 ，占总成交额比9.01%。 资料显示，湖南白银股份有限公司位于湖南省郴州市苏仙区白露塘镇福城大道1号，成立日期2004年11 月8日，上市日期2014年1月28日，公司主营业务涉及以银、铅、锌等有色金属矿采选、冶炼和深加工为 主,已形成"有色金属矿产资源探采选—多金属冶炼综合回收—精深加工"的一体化生产体系和全产业链 布局,并综合回收金、铋、锑、锌、铜、铟、钯等有价金属。主营业务收入 ...

焦作万方所属申万行业为：有色金属-工业金属-铝。所属概念板块包括：低市盈率、小盘、稀土永磁、 有色铝、稀缺资源等。 9月29日，焦作万方盘中上涨2.12%，截至10:13，报8.18元/股，成交1.08亿元，换手率1.11%，总市值 97.52亿元。 资金流向方面，主力资金净流入640.63万元，特大单买入1252.48万元，占比11.65%，卖出172.39万元， 占比1.60%；大单买入1816.44万元，占比16.90%，卖出2255.90万元，占比20.98%。 焦作万方今年以来股价涨30.05%，近5个交易日涨2.00%，近20日跌10.99%，近60日涨5.55%。 今年以来焦作万方已经1次登上龙虎榜，最近一次登上龙虎榜为3月18日。 资料显示，焦作万方铝业股份有限公司位于河南省焦作市马村区待王镇焦新路南侧，成立日期1996年11 月27日，上市日期1996年9月26日，公司主营业务涉及铝冶炼及加工,铝制品、金属材料销售。主营业务 收入构成为：铝液79.46%，铝锭8.64%，铝合金7.66%，其他(补充)4.24%。 截至9月19日，焦作万方股东户数7.06万，较上期增加5.27%；人均流通股1 ...

Core Viewpoint - Yun Aluminum Co., Ltd. has shown significant stock performance and financial growth, indicating a positive outlook for the company in the aluminum industry [1][2]. Group 1: Stock Performance - As of September 29, Yun Aluminum's stock price increased by 2.03%, reaching 20.10 CNY per share, with a total market capitalization of 69.706 billion CNY [1]. - The stock has appreciated by 50.56% year-to-date, with a 2.03% increase over the last five trading days, 3.55% over the last 20 days, and 27.05% over the last 60 days [1]. Group 2: Financial Performance - For the first half of 2025, Yun Aluminum reported a revenue of 29.078 billion CNY, reflecting a year-on-year growth of 17.98%, and a net profit attributable to shareholders of 2.768 billion CNY, up by 9.88% [2]. - The company has distributed a total of 4.959 billion CNY in dividends since its A-share listing, with 2.774 billion CNY distributed over the last three years [3]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders increased by 16.95% to 86,400, while the average number of circulating shares per person decreased by 14.50% to 40,124 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 197 million shares, a decrease of 15.4112 million shares from the previous period [3].

截至9月19日，豫光金铅股东户数7.76万，较上期增加9.41%；人均流通股14057股，较上期减少8.60%。 2025年1月-6月，豫光金铅实现营业收入224.41亿元，同比增长18.93%；归母净利润4.85亿元，同比增长 15.12%。 分红方面，豫光金铅A股上市后累计派现13.38亿元。近三年，累计派现5.48亿元。 9月29日，豫光金铅盘中上涨2.06%，截至10:14，报11.88元/股，成交4.23亿元，换手率3.31%，总市值 129.52亿元。 资金流向方面，主力资金净流入484.68万元，特大单买入2524.46万元，占比5.97%，卖出2092.91万元， 占比4.95%；大单买入1.01亿元，占比23.83%，卖出1.00亿元，占比23.70%。 豫光金铅今年以来股价涨91.77%，近5个交易日涨4.39%，近20日涨19.88%，近60日涨51.63%。 资料显示，河南豫光金铅股份有限公司位于河南省济源市荆梁南街1号，成立日期2000年1月6日，上市 日期2002年7月30日，公司主营业务涉及有色金属冶炼及经营,化工原料的销售;贵金属冶炼;金银制品销 售。主营业务收入构成为：银产品 ...

Company Overview - Changyuan Tungsten Industry Co., Ltd. is located in Chongyi County, Ganzhou City, Jiangxi Province, established on February 28, 2000, and listed on March 31, 2010 [2] - The company specializes in the tungsten industry chain, including products such as APT, tungsten oxide, tungsten powder, tungsten carbide powder, tungsten materials, and hard alloys [2] - The revenue composition includes tungsten carbide powder (34.10%), tungsten powder (31.47%), hard alloys (21.28%), and other products [2] Financial Performance - For the first half of 2025, the company achieved operating revenue of 2.399 billion yuan, a year-on-year increase of 32.27%, and a net profit attributable to shareholders of 115 million yuan, up 2.54% year-on-year [2] - Since its A-share listing, the company has distributed a total of 862 million yuan in dividends, with 269 million yuan distributed in the last three years [3] Stock Market Activity - On September 26, the stock price increased by 2.14%, reaching 12.41 yuan per share, with a trading volume of 419 million yuan and a turnover rate of 2.85%, resulting in a total market capitalization of 14.91 billion yuan [1] - Year-to-date, the stock price has risen by 93.97%, with a slight decline of 0.24% over the last five trading days and a 16.43% drop over the last 20 days [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on August 26, where it recorded a net buy of -121 million yuan [1] Shareholder Information - As of June 30, 2025, the number of shareholders was 54,300, a decrease of 3.46% from the previous period, with an average of 22,019 circulating shares per shareholder, an increase of 3.58% [2] - Major shareholders include Hong Kong Central Clearing Limited, which holds 8.7857 million shares, and other significant shareholders such as Yinhua XinJia Two-Year Holding Period Mixed Fund and Southern CSI 1000 ETF [3]

Core Viewpoint - Yun Aluminum Co., Ltd. has shown a significant increase in stock price and revenue, indicating strong performance in the aluminum industry [1][2]. Financial Performance - As of June 30, 2025, Yun Aluminum achieved a revenue of 29.078 billion yuan, representing a year-on-year growth of 17.98% [2]. - The net profit attributable to shareholders for the same period was 2.768 billion yuan, reflecting a year-on-year increase of 9.88% [2]. - The company has distributed a total of 4.959 billion yuan in dividends since its A-share listing, with 2.774 billion yuan distributed in the last three years [3]. Stock Market Activity - On September 26, 2023, Yun Aluminum's stock price rose by 2.01%, reaching 19.80 yuan per share, with a trading volume of 338 million yuan [1]. - The stock has increased by 48.31% year-to-date, with a slight decline of 1.30% over the last five trading days [1]. - The company has a total market capitalization of 68.666 billion yuan [1]. Shareholder Information - As of June 30, 2025, the number of shareholders increased to 86,400, a rise of 16.95% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 14.50% to 40,124 shares [2]. - Major shareholders include Hong Kong Central Clearing Limited, which holds 197 million shares, a decrease of 15.4112 million shares from the previous period [3].

Core Viewpoint - Northern Rare Earth has shown significant stock performance with a year-to-date increase of 124.12%, despite a recent decline in the last five and twenty trading days [1][2]. Company Overview - Northern Rare Earth (China Northern Rare Earth Group High-Tech Co., Ltd.) is located in Baotou, Inner Mongolia, and was established on September 12, 1997. It was listed on September 24, 1997. The company specializes in rare earth raw materials, functional materials, and some terminal application products [1]. - The revenue composition of the company includes 72.25% from rare earth products, 21.39% from trading, 4.51% from environmental products and services, and smaller percentages from other categories [1]. Financial Performance - For the first half of 2025, Northern Rare Earth achieved an operating income of 18.866 billion yuan, representing a year-on-year growth of 45.24%. The net profit attributable to shareholders reached 931 million yuan, a staggering increase of 1951.52% [2]. - The company has distributed a total of 5.358 billion yuan in dividends since its A-share listing, with 994 million yuan distributed in the last three years [3]. Shareholder Information - As of September 10, 2025, the number of shareholders for Northern Rare Earth was 660,000, a decrease of 8.33% from the previous period. The average number of circulating shares per shareholder increased by 9.09% to 5,477 shares [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 139 million shares, an increase of 40.4142 million shares from the previous period [3].

Core Viewpoint - The company, Luoyang Molybdenum Co., Ltd., is a significant player in the non-ferrous metal mining industry, focusing on molybdenum, tungsten, and precious metals, with a notable increase in gold production forecasted for 2023 [2][3]. Company Overview - Luoyang Molybdenum Co., Ltd. was established on December 22, 1999, and listed on October 9, 2012. The company is primarily engaged in the mining, selection, smelting, deep processing, and trading of precious metals such as molybdenum, tungsten, and gold [7]. - The company's revenue composition includes refined metal product trading (48.56%), concentrate product trading (38.31%), copper (27.14%), cobalt (6.04%), molybdenum (3.12%), phosphorus (2.23%), niobium (1.88%), tungsten (1.17%), and others (0.11%) [7]. Production and Financial Performance - The company holds an 80% stake in the NPM copper mine in Australia, which produced 16,000 ounces of gold in 2022, with a production guidance of 25,000 to 27,000 ounces for 2023, representing a year-on-year increase of 56% to 69% [2]. - For the first half of 2025, the company reported a revenue of 94.773 billion yuan, a year-on-year decrease of 7.83%, while the net profit attributable to shareholders increased by 60.07% to 8.671 billion yuan [8]. Market Position and Industry Standing - Luoyang Molybdenum is among the top five molybdenum producers globally and the largest tungsten producer, as well as the second-largest cobalt and niobium producer, and a leading copper producer [2][3]. - The company is also the second-largest phosphorus fertilizer producer in Brazil, with a complete phosphorus industry chain covering all aspects of production [3]. Shareholder and Market Activity - As of June 30, 2025, the number of shareholders decreased to 237,500, with an average of 0 circulating shares per person [8]. - The company has distributed a total of 21.562 billion yuan in dividends since its A-share listing, with 10.576 billion yuan in the last three years [9].

Core Viewpoint - Yunnan Tin Company Limited's stock price has experienced fluctuations, with a year-to-date increase of 46.72% but a recent decline of 6.15% over the past five trading days [1] Company Overview - Yunnan Tin Company Limited, established on November 22, 1998, and listed on February 21, 2000, is located in Kunming, Yunnan Province. The company specializes in the exploration, mining, beneficiation, and smelting of metals such as tin, zinc, copper, and indium [1] - The main revenue composition includes tin ingots (43.61%), supply chain business (20.31%), and copper products (18.04%) [1] Financial Performance - For the first half of 2025, Yunnan Tin achieved operating revenue of 21.093 billion yuan, representing a year-on-year growth of 12.35%. The net profit attributable to shareholders was 1.062 billion yuan, reflecting a year-on-year increase of 32.76% [2] Shareholder Information - As of September 19, 2025, the number of shareholders for Yunnan Tin was 81,200, a slight increase of 0.07% from the previous period. The average circulating shares per person decreased by 0.07% to 20,258 shares [2] - The company has distributed a total of 2.15 billion yuan in dividends since its A-share listing, with 1.103 billion yuan distributed in the last three years [3] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the third-largest circulating shareholder, holding 27.8531 million shares, an increase of 4.7697 million shares from the previous period. Additionally, Guangfa Multi-Factor Mixed Fund became a new fifth-largest shareholder with 24.3778 million shares [3]