Core Points - Huayou Cobalt's stock price increased by 2.02% on October 24, reaching 64.02 CNY per share, with a trading volume of 1.283 billion CNY and a market capitalization of 121.591 billion CNY [1] - The company has seen a year-to-date stock price increase of 122.55%, with a 4.17% rise in the last five trading days, 26.60% in the last 20 days, and 46.87% in the last 60 days [1] - Huayou Cobalt's main business includes the research and manufacturing of new energy lithium battery materials and cobalt new materials, with revenue contributions from nickel products (34.54%), cathode materials (16.28%), and others [1] Financial Performance - For the period from January to September 2025, Huayou Cobalt achieved a revenue of 58.941 billion CNY, representing a year-on-year growth of 29.57%, and a net profit attributable to shareholders of 4.216 billion CNY, up 39.59% year-on-year [2] - The company has distributed a total of 3.876 billion CNY in dividends since its A-share listing, with 2.835 billion CNY distributed in the last three years [3] Shareholder Information - As of September 30, 2025, Huayou Cobalt had 257,100 shareholders, an increase of 31.78% from the previous period, with an average of 7,328 circulating shares per shareholder, down 15.22% [2] - Major shareholders include Hong Kong Central Clearing Limited, holding 148 million shares, and various ETFs such as Huatai-PB CSI 300 ETF and E Fund CSI 300 ETF, with some increasing and others decreasing their holdings [3]

Core Viewpoint - Luoyang Molybdenum Co., Ltd. has shown significant stock performance and financial growth, with a notable increase in share price and net profit year-on-year, indicating strong market interest and operational efficiency [1][2]. Group 1: Stock Performance - On October 23, Luoyang Molybdenum's stock rose by 2.06%, reaching 15.86 CNY per share, with a trading volume of 2.315 billion CNY and a turnover rate of 0.85% [1]. - The stock has increased by 147.93% year-to-date, with a 1.02% rise over the last five trading days, 23.91% over the last 20 days, and 76.22% over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent occurrence on October 9 [1]. Group 2: Company Overview - Luoyang Molybdenum, established on December 22, 1999, and listed on October 9, 2012, primarily engages in the mining, selection, deep processing, trading, and research of precious metals such as molybdenum, tungsten, and gold [2]. - The company's revenue composition includes 48.56% from refined metal product trading, 38.31% from concentrate product trading, and smaller contributions from copper (27.14%), cobalt (6.04%), molybdenum (3.12%), and others [2]. Group 3: Financial Performance - For the first half of 2025, Luoyang Molybdenum reported operating revenue of 94.773 billion CNY, a year-on-year decrease of 7.83%, while net profit attributable to shareholders increased by 60.07% to 8.671 billion CNY [2]. - The company has distributed a total of 21.562 billion CNY in dividends since its A-share listing, with 10.576 billion CNY distributed over the past three years [3]. Group 4: Shareholder Information - As of June 30, 2025, the number of shareholders decreased to 237,500, with an average of 0 circulating shares per shareholder [2]. - Major shareholders include Hong Kong Central Clearing Limited, holding 648 million shares, and various ETFs, indicating a diversified institutional interest [3].

Core Insights - The stock price of Dangsheng Technology increased by 2.04% on October 23, reaching 65.59 CNY per share, with a trading volume of 1.129 billion CNY and a market capitalization of 35.7 billion CNY [1] Financial Performance - For the first half of 2025, Dangsheng Technology reported a revenue of 4.432 billion CNY, representing a year-on-year growth of 25.17%, and a net profit attributable to shareholders of 311 million CNY, up 8.47% year-on-year [2] Shareholder Information - As of June 30, 2025, the number of shareholders of Dangsheng Technology increased to 86,700, with an average of 5,834 circulating shares per person, a decrease of 2.13% from the previous period [2] - The company has distributed a total of 1.265 billion CNY in dividends since its A-share listing, with 821 million CNY distributed over the past three years [3] Institutional Holdings - As of June 30, 2025, the second-largest circulating shareholder is E Fund's ChiNext ETF, holding 10.046 million shares, a decrease of 245,600 shares from the previous period [3] - Southern CSI 500 ETF ranks as the fourth-largest circulating shareholder, increasing its holdings by 790,500 shares to 6.0435 million shares [3]

Core Viewpoint - Shengda Resources experienced a stock price decline of 2.04% on October 21, with a trading price of 24.00 CNY per share and a total market capitalization of 16.559 billion CNY [1] Group 1: Stock Performance - Year-to-date, Shengda Resources' stock price has increased by 101.85%, but it has seen a decline of 8.47% over the last five trading days [1] - The stock has risen by 7.05% over the last 20 days and by 49.07% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on October 14, where it recorded a net buy of -95.6784 million CNY [1] Group 2: Financial Performance - For the first half of 2025, Shengda Resources achieved a revenue of 906 million CNY, representing a year-on-year growth of 6.34% [2] - The net profit attributable to shareholders was 70.0964 million CNY, showing a year-on-year decrease of 15.03% [2] Group 3: Business Overview - Shengda Resources, established on June 22, 1995, and listed on August 23, 1996, is primarily engaged in the production and sale of silver-lead concentrate and zinc concentrate, as well as non-ferrous metal trading [2] - The revenue composition includes lead concentrate (containing silver) at 46.04%, non-ferrous metal trading at 23.91%, zinc concentrate (containing silver) at 20.44%, and other segments [2] Group 4: Shareholder Information - As of September 30, the number of shareholders for Shengda Resources was 39,700, an increase of 14.24% from the previous period [2] - The average circulating shares per person decreased by 12.46% to 16,790 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited and new shareholder Qianhai Kaiyuan Gold and Silver Jewelry Mixed A [3]

Group 1 - The stock price of Zhongzhou Special Materials increased by 2.06% on October 21, reaching 21.83 CNY per share, with a trading volume of 363 million CNY and a turnover rate of 5.83%, resulting in a total market capitalization of 10.01 billion CNY [1] - Year-to-date, Zhongzhou Special Materials' stock price has risen by 250.68%, but it has experienced a decline of 9.94% over the last five trading days [1] - The company has appeared on the trading leaderboard 14 times this year, with the most recent occurrence on October 10, where it recorded a net buy of -251 million CNY [1] Group 2 - Zhongzhou Special Materials, established on July 8, 2002, and listed on April 9, 2021, specializes in the research, production, and sales of high-temperature corrosion-resistant alloy materials and products [2] - The company's main business revenue composition includes 53.06% from deformable high-temperature corrosion-resistant alloys, 27.20% from cast high-temperature corrosion-resistant alloys, and 17.42% from special alloy welding materials [2] - As of October 10, the number of shareholders for Zhongzhou Special Materials was 71,300, an increase of 52.33% from the previous period [2] Group 3 - Since its A-share listing, Zhongzhou Special Materials has distributed a total of 90.76 million CNY in dividends, with 54.76 million CNY distributed over the past three years [3]

Core Viewpoint - Pengxin Resources has shown significant stock price growth and strong financial performance in recent months, indicating potential investment opportunities in the company [1][2]. Financial Performance - As of June 30, 2025, Pengxin Resources achieved a revenue of 2.674 billion yuan, representing a year-on-year growth of 100.21% [2]. - The net profit attributable to shareholders for the same period was 141 million yuan, reflecting a remarkable year-on-year increase of 396.40% [2]. - The company has cumulatively distributed 166 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. Stock Market Activity - On October 21, the stock price of Pengxin Resources rose by 2.00%, reaching 8.67 yuan per share, with a trading volume of 652 million yuan and a turnover rate of 3.82% [1]. - The company has experienced a stock price increase of 163.53% year-to-date, with a 4.33% rise in the last five trading days and a 34.00% increase over the past 20 days [1]. - Pengxin Resources has appeared on the stock market's "Dragon and Tiger List" four times this year, with the most recent occurrence on October 10 [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders for Pengxin Resources was 80,400, a decrease of 1.45% from the previous period [2]. - The average number of circulating shares per shareholder increased by 1.47% to 24,793 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited held 15.0588 million shares, a decrease of 567,800 shares, while Southern CSI 1000 ETF increased its holdings by 2.8112 million shares to 14.3131 million shares [3]. Business Overview - Pengxin Resources, established on September 29, 2000, and listed on June 26, 2003, is based in Shanghai and primarily engages in the mining, smelting, processing, and sales of metals such as copper, gold, and cobalt [1]. - The company's revenue composition includes 51.07% from trading, 48.68% from industrial operations, and 0.25% from other activities [1]. - The company operates within the non-ferrous metals industry, specifically in industrial metals and copper, and is associated with various concept sectors including free trade ports and precious metals [1].

Core Viewpoint - Greeenme's stock price has shown a significant increase of 29.95% year-to-date, with recent fluctuations indicating a slight decline over the past five trading days, while still maintaining a positive trend over the longer term [1] Company Overview - Greeenme is based in Shenzhen, Guangdong, and was established on December 28, 2001, with its stock listed on January 22, 2010. The company specializes in the recycling of waste cobalt and nickel resources, electronic waste, and the production and sales of cobalt and nickel powder materials and plastic-wood composites [2] - The main revenue composition includes: ternary precursors (38.70%), nickel resources (15.73%), cobalt oxide (12.28%), trade and others (8.35%), cathode materials (7.26%), cobalt recovery (6.74%), tungsten resource recovery (6.01%), comprehensive utilization of power lithium batteries (3.06%), and comprehensive utilization of scrapped automobiles (1.87%) [2] Financial Performance - For the first half of 2025, Greeenme achieved a revenue of 17.561 billion yuan, representing a year-on-year growth of 1.28%, and a net profit attributable to shareholders of 799 million yuan, reflecting a year-on-year increase of 13.91% [2] - The company has distributed a total of 1.825 billion yuan in dividends since its A-share listing, with 1.002 billion yuan distributed over the past three years [3] Shareholder Structure - As of June 30, 2025, Greeenme had 422,700 shareholders, an increase of 1.11% from the previous period, with an average of 12,028 circulating shares per person, a decrease of 1.10% [2] - Major shareholders include Hong Kong Central Clearing Limited, holding 125 million shares, and Southern CSI 500 ETF, holding 76.0896 million shares, both showing increases in their holdings [3]

10月21日，华友钴业盘中上涨2.02%，截至09:42，报61.75元/股，成交8.77亿元，换手率0.76%，总市值 1172.80亿元。 资金流向方面，主力资金净流入3647.52万元，特大单买入1.36亿元，占比15.53%，卖出9093.91万元， 占比10.37%；大单买入2.10亿元，占比23.95%，卖出2.19亿元，占比24.96%。 华友钴业今年以来股价涨114.66%，近5个交易日跌5.25%，近20日涨18.18%，近60日涨58.74%。 分红方面，华友钴业A股上市后累计派现38.76亿元。近三年，累计派现28.35亿元。 机构持仓方面，截止2025年9月30日，华友钴业十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股1.48亿股，相比上期减少167.23万股。华泰柏瑞沪深300ETF（510300）位居第四大流通股 东，持股2341.21万股，相比上期减少84.31万股。易方达沪深300ETF（510310）位居第六大流通股东， 持股1814.17万股，相比上期增加84.01万股。广发国证新能源车电池ETF（159755）位居第七大流通股 东，持股1641.81万股， ...

Core Viewpoint - Hainan Mining's stock price has shown significant growth this year, with a year-to-date increase of 33.09% and a recent uptick of 7.15% over the past five trading days, indicating strong market performance and investor interest [2]. Company Overview - Hainan Mining Co., Ltd. was established on August 22, 2007, and went public on December 9, 2014. The company is primarily engaged in the exploration, extraction, processing, and sales of iron ore, as well as oil and gas exploration and development [2]. - The company's revenue composition includes 40.82% from oil and gas, 28.72% from minerals, with iron ore extraction accounting for 20.96% and commodity trading and processing contributing 7.76% [2]. Financial Performance - For the first half of 2025, Hainan Mining reported a revenue of 2.415 billion yuan, reflecting a year-on-year growth of 10.46%. However, the net profit attributable to shareholders decreased by 30.36% to 281 million yuan [2]. - The company has distributed a total of 999.3 million yuan in dividends since its A-share listing, with 657 million yuan distributed over the past three years [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 5.01% to 46,700, while the average number of circulating shares per person increased by 5.27% to 42,348 shares [2]. - Notable institutional shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 1.298 million shares, and several ETFs that have recently entered the top ten shareholders list [3].

Core Viewpoint - China Metallurgical Group Corporation (China MCC) experienced a decline in stock price by 2.09% on October 17, trading at 3.74 CNY per share, with a total market capitalization of 77.506 billion CNY [1] Financial Performance - For the first half of 2025, China MCC reported a revenue of 237.533 billion CNY, a year-on-year decrease of 20.52%, and a net profit attributable to shareholders of 3.099 billion CNY, down 25.31% year-on-year [2] - The company has cumulatively distributed dividends of 17.209 billion CNY since its A-share listing, with 4.373 billion CNY distributed over the last three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders for China MCC was 312,000, a decrease of 1.90% from the previous period [2] - Major shareholders include China Securities Finance Corporation, holding 589 million shares, and Hong Kong Central Clearing Limited, which increased its holdings by 12.5 million shares to 429 million shares [3] Stock Performance - Year-to-date, China MCC's stock price has increased by 15.29%, but it has seen a decline of 7.65% over the last five trading days [1]