Company Overview - Guocheng Mining Co., Ltd. is located at 188 South Fourth Ring West Road, Fengtai District, Beijing, established on November 10, 1978, and listed on January 20, 1997. The company primarily engages in lead-zinc mining and related businesses [1] - The revenue composition includes: titanium dioxide 53.55%, zinc concentrate 21.05%, iron concentrate 8.37%, lead concentrate 4.38%, copper concentrate 3.87%, silver concentrate 2.92%, sulfuric acid 2.91%, sulfur concentrate 1.81%, others 1.04%, and sulfur iron powder 0.09% [1] Stock Performance - As of September 17, Guocheng Mining's stock price decreased by 2.05% to 14.78 CNY per share, with a market capitalization of 16.633 billion CNY. The stock has increased by 24.31% year-to-date, with a 1.14% decline over the last five trading days [1] - The trading volume was 52.551 million CNY, with a turnover rate of 0.31%. The net outflow of main funds was 12.7312 million CNY, with significant selling pressure observed [1] Financial Performance - For the period from January to June 2025, Guocheng Mining achieved operating revenue of 1.085 billion CNY, representing a year-on-year growth of 39.74%. The net profit attributable to shareholders was 521 million CNY, showing a remarkable increase of 1111.34% [2] - The company has distributed a total of 235 million CNY in dividends since its A-share listing, with 59.236 million CNY distributed over the last three years [3] Shareholder Information - As of September 10, the number of shareholders for Guocheng Mining was 26,400, a decrease of 5.48% from the previous period. The average circulating shares per person increased by 5.80% to 42,618 shares [2] - As of June 30, 2025, Hong Kong Central Clearing Limited was the eighth largest circulating shareholder, holding 6.641 million shares, a decrease of 571,200 shares from the previous period [3] Industry Classification - Guocheng Mining is classified under the Shenwan industry as non-ferrous metals - industrial metals - lead and zinc. The company is associated with concepts including non-ferrous copper, non-ferrous zinc, lead metal, new energy, cobalt, and nickel [1]

Core Viewpoint - Huayu Mining's stock has shown significant growth this year, with a year-to-date increase of 118.92%, indicating strong market performance and investor interest [1][2]. Company Overview - Huayu Mining, established on October 22, 2002, and listed on March 16, 2016, is located in Lhasa Economic and Technological Development Zone, Tibet. The company specializes in non-ferrous metal mining, mineral processing, geological exploration, and trading [2]. - The revenue composition of Huayu Mining includes 45.30% from self-produced gold abroad, 33.37% from domestic lead-antimony concentrate (including silver), 14.87% from domestic zinc concentrate, 5.63% from self-produced antimony abroad, and 0.30% from domestic copper concentrate [2]. Financial Performance - For the first half of 2025, Huayu Mining reported an operating income of 803 million yuan, a year-on-year increase of 35.47%, and a net profit attributable to shareholders of 182 million yuan, reflecting a growth of 66.79% [2]. - The company has distributed a total of 281 million yuan in dividends since its A-share listing, with 55.63 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, Huayu Mining had 77,900 shareholders, an increase of 18.54% from the previous period, with an average of 10,531 circulating shares per shareholder, a decrease of 15.64% [2]. - Major institutional shareholders include Yinhua Domestic Demand Selected Mixed Fund, holding 7 million shares, and Southern CSI 1000 ETF, holding 6.06 million shares, both showing increases in their holdings [3].

Core Viewpoint - Zhongjin Gold has shown significant stock price appreciation this year, with a year-to-date increase of 66.38% and notable gains over various trading periods [2]. Company Overview - Zhongjin Gold Co., Ltd. is located at 9 Andingmen Outer Street, Dongcheng District, Beijing, established on September 24, 2007, and listed on August 14, 2003. The company specializes in geological exploration, mining, and smelting of gold and other non-ferrous metals [2]. - The company belongs to the non-ferrous metals sector, specifically in precious metals and gold, and is associated with concepts such as gold stocks, non-ferrous copper, scarce resources, MSCI China, and large-cap stocks [2]. Financial Performance - For the first half of 2025, Zhongjin Gold reported operating revenue of 35.067 billion yuan, representing a year-on-year growth of 22.90%. The net profit attributable to shareholders was 2.695 billion yuan, reflecting a year-on-year increase of 54.64% [2]. - Since its A-share listing, Zhongjin Gold has distributed a total of 8.875 billion yuan in dividends, with 5.191 billion yuan distributed over the past three years [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders for Zhongjin Gold was 137,000, a decrease of 10.29% from the previous period. The average circulating shares per person increased by 11.47% to 35,386 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the second-largest shareholder with 155 million shares, an increase of 28.1141 million shares from the previous period. Other notable shareholders include Huatai-PB CSI 300 ETF and E Fund CSI 300 ETF, which have also increased their holdings [3].

Core Viewpoint - Xianglu Tungsten Industry has shown significant stock performance with a year-to-date increase of 92.91%, indicating strong market interest and potential growth in the tungsten sector [1][2]. Company Overview - Xianglu Tungsten Industry, established on April 17, 1997, and listed on January 19, 2017, is located in the Aantou Industrial Zone, Xiangqiao District, Chaozhou, Guangdong Province. The company specializes in the development, production, and sales of tungsten products [1]. - The revenue composition of Xianglu Tungsten includes: powder products (60.46%), hard alloys (22.14%), tungsten wire series (12.59%), and others (4.80%) [1]. Stock Performance - As of September 12, the stock price reached 11.98 CNY per share, with a trading volume of 1.23 billion CNY and a turnover rate of 3.88%, resulting in a total market capitalization of 39.20 billion CNY [1]. - The stock has experienced a net inflow of 1.35 billion CNY on the last appearance on the "Dragon and Tiger List" on August 29, with total buy orders of 82.18 million CNY, accounting for 6.73% of total trading volume [1]. Financial Performance - For the first half of 2025, Xianglu Tungsten reported a revenue of 931 million CNY, reflecting a year-on-year growth of 3.24%. The net profit attributable to shareholders was 18.38 million CNY, showing a substantial increase of 277.65% year-on-year [2]. - Since its A-share listing, the company has distributed a total of 88.66 million CNY in dividends, with no dividends paid in the last three years [2]. Shareholder Information - As of August 29, the number of shareholders for Xianglu Tungsten reached 48,900, an increase of 93.12% from the previous period. The average circulating shares per person decreased by 48.22% to 5,492 shares [2].

9月12日，云南铜业盘中上涨7.62%，截至09:35，报16.52元/股，成交5.72亿元，换手率1.77%，总市值 331.00亿元。 分红方面，云南铜业A股上市后累计派现40.19亿元。近三年，累计派现19.44亿元。 机构持仓方面，截止2025年6月30日，云南铜业十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股3306.29万股，相比上期减少1013.95万股。南方中证500ETF（510500）位居第六大流通股 东，持股2076.29万股，相比上期增加289.95万股。 责任编辑：小浪快报 资金流向方面，主力资金净流入4120.46万元，特大单买入5754.50万元，占比10.06%，卖出3906.62万 元，占比6.83%；大单买入1.29亿元，占比22.52%，卖出1.06亿元，占比18.54%。 资料显示，云南铜业股份有限公司位于云南省昆明市盘龙区联盟路西段云铜时代之窗写字楼，成立日期 1998年5月15日，上市日期1998年6月2日，公司主营业务涉及铜的勘探、采选、冶炼,贵金属和稀散金属 的提取与加工,硫化工以及贸易等领域。主营业务收入构成为：阴极铜74.00%，其他产品12 ...

Core Viewpoint - The company, Luoyang Molybdenum Co., Ltd., is experiencing growth in its gold production and has a diversified portfolio in the mining sector, particularly in precious and industrial metals [2][3]. Company Overview - Luoyang Molybdenum Co., Ltd. was established on December 22, 1999, and listed on October 9, 2012. The company primarily engages 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-gold mine in Australia, with gold equity production guidance for 2023 set at 25,000 to 27,000 ounces, representing a year-on-year increase of 56% to 69% [2]. - For the first half of 2025, the company reported operating revenue of 94.773 billion yuan, a year-on-year decrease of 7.83%, while 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 [2][3]. - The company is also the second-largest producer of phosphate fertilizer in Brazil, with a complete phosphate industry chain covering all aspects of production [3]. Shareholder and Institutional Holdings - As of June 30, 2025, the company had 237,500 shareholders, a decrease of 15.95% from the previous period. The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 648 million shares, an increase of 6.949 million shares [8][9].

Core Viewpoint - The stock of Inner Mongolia Xingye Silver Tin Mining Co., Ltd. has shown significant growth, with a year-to-date increase of 114.57% and a recent surge in trading volume and market capitalization [1][2]. Financial Performance - For the first half of 2025, the company achieved a revenue of 2.473 billion yuan, representing a year-on-year growth of 12.50%. However, the net profit attributable to shareholders decreased by 9.93% to 796 million yuan [2]. - Cumulative cash dividends since the A-share listing amount to 423 million yuan, with 275 million yuan distributed over the past three years [3]. Stock Market Activity - As of September 11, the stock price reached 23.71 yuan per share, with a trading volume of 264 million yuan and a turnover rate of 0.63%. The total market capitalization stands at 42.1 billion yuan [1]. - The stock has seen a net inflow of 12.88 million yuan from main funds, with significant buying activity from large orders [1]. Shareholder Structure - As of August 29, the number of shareholders increased to 50,900, with an average of 34,844 shares held per person, a slight decrease of 0.89% [2]. - Notable changes in institutional holdings include Hong Kong Central Clearing Limited becoming the fourth-largest shareholder, increasing its stake by 3.28 million shares [3].

Company Overview - Yunnan Copper Industry Co., Ltd. is located in Kunming, Yunnan Province, and was established on May 15, 1998, with its listing date on June 2, 1998 [1] - The company primarily engages in the exploration, mining, and smelting of copper, as well as the extraction and processing of precious and rare metals, sulfur chemicals, and trading [1] - The revenue composition includes 74.00% from cathode copper, 12.42% from other products, 12.24% from precious metals, and 1.33% from sulfuric acid [1] Financial Performance - For the first half of 2025, Yunnan Copper achieved operating revenue of 889.13 billion yuan, representing a year-on-year growth of 4.27% [2] - The net profit attributable to shareholders for the same period was 13.17 billion yuan, showing a year-on-year increase of 24.32% [2] - Cumulatively, the company has distributed 40.19 billion yuan in dividends since its A-share listing, with 19.44 billion yuan distributed over the past three years [3] Stock Performance - As of September 5, Yunnan Copper's stock price increased by 2.06%, reaching 14.87 yuan per share, with a trading volume of 5.91 billion yuan and a turnover rate of 2.01% [1] - The total market capitalization stands at 297.94 billion yuan [1] - Year-to-date, the stock price has risen by 24.44%, with a 0.07% increase over the last five trading days, a 9.50% increase over the last 20 days, and a 23.71% increase over the last 60 days [1] Shareholder Information - As of August 10, the number of shareholders for Yunnan Copper reached 141,100, an increase of 0.65% from the previous period [2] - The average number of circulating shares per person is 14,195, which has decreased by 0.65% [2] - As of June 30, 2025, Hong Kong Central Clearing Limited is the fifth-largest circulating shareholder with 33.06 million shares, a decrease of 10.14 million shares from the previous period [3]

Core Viewpoint - Huayu Mining's stock price has shown significant growth this year, with a year-to-date increase of 99.92%, despite a slight decline in the last five trading days [1][2]. Group 1: Stock Performance - As of September 5, Huayu Mining's stock price reached 25.15 CNY per share, with a trading volume of 625 million CNY and a turnover rate of 3.07%, resulting in a total market capitalization of 20.622 billion CNY [1]. - The stock has experienced a 1.60% decline over the last five trading days, but has increased by 19.82% over the last 20 days and 38.72% over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on September 4, where it recorded a net purchase of 34.909 million CNY [1]. Group 2: Company Overview - Huayu Mining, established on October 22, 2002, and listed on March 16, 2016, is located in Lhasa Economic and Technological Development Zone and specializes in non-ferrous metal mining, mineral processing, geological exploration, and trading [2]. - The company's revenue composition includes 45.30% from foreign gold production, 33.37% from domestic lead-antimony concentrate (including silver), 14.87% from domestic zinc concentrate, 5.63% from foreign antimony, and 0.30% from domestic copper concentrate [2]. Group 3: Financial Performance - For the first half of 2025, Huayu Mining reported a revenue of 803 million CNY, reflecting a year-on-year growth of 35.47%, and a net profit attributable to shareholders of 182 million CNY, which is a 66.79% increase compared to the previous year [2]. - The company has distributed a total of 281 million CNY in dividends since its A-share listing, with 55.626 million CNY distributed over the past three years [3]. Group 4: Shareholder Information - As of June 30, 2025, Huayu Mining had 77,900 shareholders, an increase of 18.54% from the previous period, with an average of 10,531 circulating shares per shareholder, a decrease of 15.64% [2]. - Among the top ten circulating shareholders, notable increases in holdings were observed for several funds, including 7 million shares held by Yinhua Domestic Demand Selected Mixed Fund and 6.0605 million shares held by Southern CSI 1000 ETF [3].

Core Viewpoint - Yuguang Gold Lead's stock price has shown significant growth this year, with a 60.13% increase, indicating strong market performance and investor interest [1][2]. Group 1: Stock Performance - As of September 5, Yuguang Gold Lead's stock price rose by 2.06% to 9.92 CNY per share, with a trading volume of 1.52 billion CNY and a market capitalization of 10.815 billion CNY [1]. - The stock has increased by 10.10% over the last five trading days, 14.95% over the last 20 days, and 30.27% over the last 60 days [1]. Group 2: Financial Performance - For the first half of 2025, Yuguang Gold Lead reported a revenue of 22.441 billion CNY, representing a year-on-year growth of 18.93%, and a net profit attributable to shareholders of 485 million CNY, up 15.12% year-on-year [2]. Group 3: Shareholder Information - As of August 29, the number of shareholders decreased by 9.50% to 54,900, while the average number of circulating shares per person increased by 10.50% to 19,855 shares [2]. - The company has distributed a total of 1.338 billion CNY in dividends since its A-share listing, with 548 million CNY distributed over the last three years [3]. Group 4: Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited is the third-largest circulating shareholder with 34.1012 million shares, an increase of 6.219 million shares from the previous period [3]. - Southern CSI 1000 ETF is the sixth-largest circulating shareholder with 7.0522 million shares, up by 134,610 shares, while new shareholders include招商量化精选股票发起式A and 黄金股ETF [3].