截至今日收盘，包括铜、铝、钼等多种在内的工业金属和小金属概念表现亮眼。其中紫金矿业、江西铜业、铜陵有色、北方铜业等铜资源龙头涨幅均超过5%，并带动洛阳钼业、精艺股份、西部矿 作业铜产业链中最大市值龙头的紫金矿业，今天其A股价跳空高开高走，收涨5.17%，市值超越7000亿大关，创下历史新高（紫金矿业H股大涨5.47%，市值涨至8308.15亿港元）。 紫金矿业今年以来累计大涨80%，主要驱动原因是作为主营之一的黄金在近两年强势大涨，推动公司利润大增。但铜业务的贡献也不小。根据紫金矿业发布的2025年半年报，铜业务的销售收入占 消息面来看，近日发生的印尼Grasberg矿山泥石流事件成为刺激铜价及铜产业股大涨的导火索。 截至9月25日A股收市，工业金属板块整体上涨1.31%，板块主力资金净流入近16亿元，表现位居多数概念前列。 来源：格隆汇APP 有分析认为，随着美联储进入降息周期刺激全球资源品通胀抬升、叠加国内"反内卷"推动供给侧改革以及经济稳增长态势，工业有色行情或许还未走完。 继刚果（金）对钴出口政策调整引发钴概念股大涨之后，近日一则铜矿事件，再度点燃A股工业金属大涨行情。 01 集体大涨 9月8日，美国 ...

Core Viewpoint - The news highlights the recent performance of China's rare earth sector, specifically focusing on the stock of China Rare Earth Group, which has shown significant growth in revenue and profit in the first half of 2025. Group 1: Company Overview - China Rare Earth Group specializes in the production and operation of rare earth oxides and related products, as well as technology research and consulting services [2][8] - The company is controlled by the State-owned Assets Supervision and Administration Commission of the State Council, indicating its status as a state-owned enterprise [3][4] Group 2: Financial Performance - For the period from January to June 2025, the company achieved a revenue of 1.875 billion yuan, representing a year-on-year growth of 62.38% [8] - The net profit attributable to the parent company was 162 million yuan, marking a substantial increase of 166.16% compared to the previous year [8] Group 3: Market Activity - On September 25, the stock price of China Rare Earth increased by 1.30%, with a trading volume of 2.123 billion yuan and a turnover rate of 3.95% [1] - The stock's average trading cost is reported at 53.00 yuan, with the current price approaching a resistance level of 51.00 yuan [7] Group 4: Shareholder Information - As of September 19, the number of shareholders for China Rare Earth reached 230,000, an increase of 6.66% from the previous period [8] - The average number of circulating shares per shareholder decreased by 6.25% to 4,614 shares [8] Group 5: Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the fourth largest circulating shareholder, holding 19.6025 million shares, an increase of 3.8909 million shares from the previous period [10] - Southern CSI 500 ETF ranked fifth among the top circulating shareholders, with a holding of 11.0663 million shares, also showing an increase [10]

Core Viewpoint - Dongjiang Environmental Protection Co., Ltd. has experienced a decline in stock price and financial performance, indicating potential challenges in the industrial waste treatment sector and overall market conditions [1][3]. Company Overview - Dongjiang Environmental Protection, established on September 16, 1999, and listed on April 26, 2012, is based in Shenzhen, Guangdong Province. The company focuses on industrial waste treatment and is expanding into municipal waste management, environmental engineering, and related services [2]. - The company's revenue composition includes: 43.06% from industrial waste resource utilization, 26.46% from industrial waste treatment, 19.14% from precious metal recovery, 4.50% from electronic waste dismantling, 2.98% from municipal waste treatment, 1.88% from environmental engineering services, and 0.71% from renewable energy utilization [2]. Financial Performance - As of June 30, 2025, Dongjiang Environmental reported a revenue of 1.5 billion yuan, a year-on-year decrease of 3.40%, and a net profit attributable to shareholders of -278 million yuan, a decline of 8.09% year-on-year [3]. - The company has not distributed dividends in the last three years, with a total payout of 959 million yuan since its A-share listing [4]. Shareholder Information - As of June 30, 2025, the number of shareholders increased to 31,200, with an average of 0 circulating shares per person [3]. - Hong Kong Central Clearing Limited is the eighth largest circulating shareholder, holding 14.26 million shares, an increase of 3.16 million shares from the previous period [4]. Market Activity - On September 25, 2023, Dongjiang Environmental's stock price fell by 2.18% to 4.48 yuan per share, with a trading volume of 14.11 million yuan and a turnover rate of 0.35%. The total market capitalization is 4.95 billion yuan [1]. - Year-to-date, the stock price has increased by 5.91%, but it has seen declines of 4.27% over the last five trading days, 5.49% over the last 20 days, and 8.38% over the last 60 days [1]. - The net outflow of main funds was 454,900 yuan, with large orders accounting for 10.54% of purchases and 13.76% of sales [1].

北京利尔今年以来股价涨109.90%，近5个交易日跌1.80%，近20日涨29.99%，近60日涨56.74%。 今年以来北京利尔已经1次登上龙虎榜，最近一次登上龙虎榜为5月13日，当日龙虎榜净买入-1946.58万 元；买入总计5978.88万元 ，占总成交额比9.70%；卖出总计7925.46万元 ，占总成交额比12.86%。 9月24日，北京利尔盘中上涨2.07%，截至14:12，报9.84元/股，成交1.77亿元，换手率1.60%，总市值 117.14亿元。 资金流向方面，主力资金净流入1404.22万元，特大单买入776.89万元，占比4.40%，卖出135.53万元， 占比0.77%；大单买入4545.04万元，占比25.73%，卖出3782.19万元，占比21.41%。 资料显示，北京利尔高温材料股份有限公司位于北京市昌平区小汤山工业园，成立日期2000年11月8 日，上市日期2010年4月23日，公司主营业务涉及钢铁、有色、石化、建材等工业用耐火材料的生产和 销售,并承担高温热工窑炉和装备的耐火材料设计、研发、配置、制造、配套、安装、施工、使用、维 护与技术服务为一体的"全程在线服务"的整体承 ...

9月24日，中钢天源盘中上涨2.08%，截至14:08，报10.80元/股，成交1.59亿元，换手率1.98%，总市值 81.42亿元。 资金流向方面，主力资金净流出693.82万元，特大单买入744.95万元，占比4.68%，卖出949.87万元，占 比5.96%；大单买入3276.60万元，占比20.56%，卖出3765.50万元，占比23.63%。 中钢天源今年以来股价涨50.92%，近5个交易日跌2.61%，近20日跌5.68%，近60日涨17.96%。 中钢天源所属申万行业为：社会服务-专业服务-检测服务。所属概念板块包括：稀土永磁、国资改革、 新材料、融资融券、小金属等。 截至6月30日，中钢天源股东户数4.56万，较上期增加7.86%；人均流通股16508股，较上期减少6.89%。 2025年1月-6月，中钢天源实现营业收入15.17亿元，同比增长16.94%；归母净利润1.47亿元，同比增长 43.07%。 分红方面，中钢天源A股上市后累计派现7.66亿元。近三年，累计派现4.52亿元。 机构持仓方面，截止2025年6月30日，中钢天源十大流通股东中，香港中央结算有限公司位居第八大流 通股东， ...

Core Viewpoint - The stock of Zhaojin Gold has shown significant performance with a year-to-date increase of 150.88%, despite a slight decline of 0.20% in the last five trading days [1] Company Overview - Zhaojin International Gold Co., Ltd. is located in Jinan, Shandong Province, established on May 11, 1988, and listed on March 12, 1993. The company primarily engages in mining and leasing its own properties, with gold sales accounting for 98.37% of its revenue [1][2] - As of September 10, 2023, Zhaojin Gold had 58,000 shareholders, an increase of 23.40% from the previous period, with an average of 16,010 circulating shares per shareholder, a decrease of 18.97% [2] Financial Performance - For the first half of 2025, Zhaojin Gold reported a revenue of 196 million yuan, representing a year-on-year growth of 98.27%. The net profit attributable to shareholders was 44.69 million yuan, up 181.36% year-on-year [2] - The company has cumulatively distributed 61.93 million yuan in dividends since its A-share listing, with no dividends distributed in the last three years [3] Market Activity - On September 24, 2023, Zhaojin Gold's stock price reached 9.96 yuan per share, with a trading volume of 244 million yuan and a turnover rate of 2.69%. The total market capitalization stood at 9.253 billion yuan [1] - The stock has appeared on the "Dragon and Tiger List" five times this year, with the most recent appearance on June 6, 2023, where it recorded a net purchase of 25.61 million yuan [1]

责任编辑：小浪快报 今年以来盛屯矿业已经1次登上龙虎榜，最近一次登上龙虎榜为8月29日，当日龙虎榜净买入4.31亿元； 买入总计6.43亿元 ，占总成交额比23.24%；卖出总计2.12亿元 ，占总成交额比7.66%。 资料显示，盛屯矿业集团股份有限公司位于福建省厦门市思明区展鸿路81号波特曼财富中心A座52层， 成立日期1997年1月14日，上市日期1996年5月31日，公司主营业务涉及有色金属采选业务、金属产业链 增值服务业务、钴材料业务等;铅锌及多种有价金属产品冶炼。主营业务收入构成为：能源金属业务 66.55%，基本金属业务27.88%，金属贸易业务及其他5.56%。 盛屯矿业所属申万行业为：有色金属-能源金属-钴。所属概念板块包括：有色锌、小金属、黄金股、钴 镍、摘帽概念等。 截至8月31日，盛屯矿业股东户数13.03万，较上期增加9.81%；人均流通股23720股，较上期减少 8.93%。2025年1月-6月，盛屯矿业实现营业收入138.04亿元，同比增长20.94%；归母净利润10.53亿元， 同比减少5.81%。 分红方面，盛屯矿业A股上市后累计派现9.33亿元。近三年，累计派现3.88亿元。 ...

9月24日，鹏欣资源盘中下跌2.07%，截至10:32，报6.15元/股，成交1.64亿元，换手率1.32%，总市值 136.09亿元。 鹏欣资源所属申万行业为：有色金属-工业金属-铜。所属概念板块包括：有色铜、小金属、融资融券、 一带一路、新材料等。 截至6月30日，鹏欣资源股东户数8.04万，较上期减少1.45%；人均流通股24793股，较上期增加1.47%。 2025年1月-6月，鹏欣资源实现营业收入26.74亿元，同比增长100.21%；归母净利润1.41亿元，同比增长 396.40%。 分红方面，鹏欣资源A股上市后累计派现1.66亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年6月30日，鹏欣资源十大流通股东中，香港中央结算有限公司位居第七大流 通股东，持股1505.88万股，相比上期减少56.78万股。南方中证1000ETF（512100）位居第八大流通股 东，持股1431.31万股，相比上期增加281.12万股。 责任编辑：小浪快报 资金流向方面，主力资金净流出2372.85万元，特大单买入538.13万元，占比3.29%，卖出607.80万元， 占比3.71%；大单买入2475 ...

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]

Core Viewpoint - The stock price of Zhongjin Lingnan has experienced fluctuations, with a year-to-date increase of 10.80% but a recent decline of 5.38% over the past five trading days [2]. Company Overview - Zhongjin Lingnan, established on September 1, 1984, and listed on January 23, 1997, is located in Shenzhen, Guangdong Province. The company primarily engages in the mining, selection, smelting, sales of non-ferrous metals such as lead and zinc, and trading of non-ferrous metals [2]. - The main revenue composition includes: copper smelting products (65.69%), non-ferrous metal trading (13.52%), lead and zinc smelting products (12.39%), concentrate products (5.45%), battery and composite materials (4.35%), aluminum profiles (0.88%), and others (0.83%) [2]. Financial Performance - For the first half of 2025, Zhongjin Lingnan reported operating revenue of 31.113 billion yuan, a year-on-year increase of 1.54%, and a net profit attributable to shareholders of 559 million yuan, reflecting a growth of 3.12% [2]. - The company has distributed a total of 4.389 billion yuan in dividends since its A-share listing, with 908 million yuan distributed over the past three years [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders for Zhongjin Lingnan was 127,600, a slight decrease of 0.05% from the previous period. The average circulating shares per person increased by 0.05% to 29,283 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 39.5613 million shares, a decrease of 39.1684 million shares from the previous period, while Southern CSI 500 ETF increased its holdings by 5.3354 million shares to 38.7758 million shares [3].