Company Overview - Zhongjin Lingnan is primarily engaged in the mining, selection, smelting, sales, and trading of non-ferrous metals such as lead and zinc [1] - The company was established on September 1, 1984, and was listed on January 23, 1997 [1] - The main revenue composition includes copper smelting products (65.69%), non-ferrous metal trading (13.52%), lead and zinc smelting products (12.39%), and other segments [1] Financial Performance - For the first half of 2025, Zhongjin Lingnan achieved operating revenue of 31.113 billion yuan, a year-on-year increase of 1.54% [2] - The net profit attributable to shareholders for the same period was 559 million yuan, reflecting a year-on-year 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] Stock Performance - As of September 12, Zhongjin Lingnan's stock price increased by 18.18% year-to-date, with a 3.62% rise over the last five trading days [1] - The stock was trading at 5.44 yuan per share, with a market capitalization of 20.333 billion yuan [1] - The company experienced a net inflow of 5.6318 million yuan in main funds, with significant buying activity from large orders [1] Shareholder Information - As of June 30, the number of shareholders was 127,600, a slight decrease of 0.05% from the previous period [2] - The average number of circulating shares per shareholder increased by 0.05% to 29,283 shares [2] - Notable changes in major shareholders include a decrease in holdings by Hong Kong Central Clearing Limited and an increase by Southern CSI 500 ETF [3]

Group 1 - The stock price of Dongfang Zirconium has increased by 105.86% year-to-date, with a recent price of 15.11 CNY per share and a market capitalization of 11.705 billion CNY [1] - The company has seen significant trading activity, with a net inflow of 35.1747 million CNY from large orders, while the main funds experienced a net outflow of 1.4119 million CNY [1] - Dongfang Zirconium has appeared on the trading leaderboard four times this year, with the most recent net purchase of 66.4866 million CNY on July 21 [1] Group 2 - Dongfang Zirconium's main business revenue composition includes 88.92% from inorganic non-metal zircon products, 6.00% from inorganic non-metal materials, 3.18% from minerals, and 1.66% from by-products [1] - As of June 30, 2025, the company reported a revenue of 626 million CNY, a year-on-year decrease of 23.07%, while the net profit attributable to shareholders increased by 148.58% to 29.0766 million CNY [2] - The number of shareholders increased by 10.25% to 110,600, with an average of 6,849 circulating shares per person, a decrease of 9.34% [2] Group 3 - Since its A-share listing, Dongfang Zirconium has distributed a total of 30.1102 million CNY in dividends, with no dividends paid in the last three years [3] - As of June 30, 2025, Hong Kong Central Clearing Limited is the second-largest circulating shareholder, holding 6.6647 million shares, a decrease of 3.0102 million shares from the previous period [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].

Core Viewpoint - China Metallurgical Group Corporation (China MCC) has experienced fluctuations in stock performance and financial metrics, indicating potential investment opportunities and challenges in the construction and engineering sector [1][2]. Financial Performance - As of June 30, 2025, China MCC reported a revenue of 237.53 billion yuan, a year-on-year decrease of 20.52% [2]. - The net profit attributable to shareholders was 3.10 billion yuan, down 25.31% compared to the previous year [2]. - The company has distributed a total of 17.21 billion yuan in dividends since its A-share listing, with 4.37 billion yuan distributed over the last three years [2]. Stock Market Activity - On September 12, 2023, China MCC's stock price increased by 2.04%, reaching 3.50 yuan per share, with a trading volume of 182 million yuan [1]. - The stock has seen a year-to-date increase of 7.89%, with a 2.04% rise over the last five trading days, 9.03% over the last 20 days, and 23.07% over the last 60 days [1]. - The total market capitalization of China MCC is approximately 72.53 billion yuan [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 1.90% to 312,000 [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 [2]. - Other significant shareholders include various ETFs, indicating a diversified institutional interest in the company [2]. Business Overview - China MCC, established on December 1, 2008, and listed on September 21, 2009, primarily engages in engineering contracting (90.83% of revenue), resource development, equipment manufacturing, and real estate development [1]. - The company operates within the construction and decoration industry, specifically in specialized engineering [1]. - Key concepts associated with China MCC include the Belt and Road Initiative, MSCI China, margin financing, and small metals [1].

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].

有研新材所属申万行业为：电子-半导体-半导体材料。所属概念板块包括：中芯国际概念、5G、基金重 仓、小金属、稀土永磁等。 截至8月8日，有研新材股东户数15.81万，较上期增加1.81%；人均流通股5356股，较上期减少1.78%。 2025年1月-6月，有研新材实现营业收入40.96亿元，同比减少9.76%；归母净利润1.30亿元，同比增长 218.47%。 分红方面，有研新材A股上市后累计派现5.62亿元。近三年，累计派现2.90亿元。 资金流向方面，主力资金净流入104.54万元，特大单买入2145.82万元，占比4.43%，卖出3960.79万元， 占比8.18%；大单买入1.13亿元，占比23.27%，卖出9350.71万元，占比19.31%。 有研新材今年以来股价涨38.04%，近5个交易日涨4.37%，近20日涨12.17%，近60日涨22.25%。 今年以来有研新材已经2次登上龙虎榜，最近一次登上龙虎榜为3月4日，当日龙虎榜净买入2572.46万 元；买入总计2.82亿元 ，占总成交额比7.39%；卖出总计2.56亿元 ，占总成交额比6.71%。 资料显示，有研新材料股份有限公司位于北京市西城 ...

Core Viewpoint - Zhongkuang Resources has shown significant stock performance with a year-to-date increase of 21.40% and a recent surge of 47.23% over the past 60 days, indicating strong market interest and potential growth in the rare metal sector [1][2]. Financial Performance - For the first half of 2025, Zhongkuang Resources reported a revenue of 3.267 billion yuan, reflecting a year-on-year growth of 34.89%. However, the net profit attributable to shareholders decreased by 81.16% to 89.129 million yuan [2]. - The company has distributed a total of 1.728 billion yuan in dividends since its A-share listing, with 1.592 billion yuan distributed over the past three years [3]. Shareholder and Market Activity - As of June 30, 2025, the number of shareholders increased to 65,900, with an average of 10,786 circulating shares per person, a decrease of 3.67% from the previous period [2]. - The stock's trading activity showed a net outflow of 7.5865 million yuan from major funds, with significant buying and selling activity from large orders [1]. Company Overview - Zhongkuang Resources, established on June 2, 1999, and listed on December 30, 2014, is based in Beijing and specializes in the development and utilization of rare light metal resources, geological exploration services, mineral rights investment, international mineral trade, and engineering [1]. - The company's main revenue sources include product sales (71.26%), other income (18.70%), operating leases (9.22%), and service provision (0.82%) [1]. Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited is the third-largest circulating shareholder with 16.4078 million shares, an increase of 786,000 shares from the previous period. Other notable shareholders include the Oriental New Energy Theme Mixed Fund and the Southern CSI 500 ETF [3].

来源：新浪证券-红岸工作室 9月8日，中国稀土盘中下跌2.04%，截至10:28，报51.97元/股，成交16.15亿元，换手率2.89%，总市值 551.52亿元。 资料显示，中国稀土集团资源科技股份有限公司位于江西省赣州市章贡区章江南大道18号豪德银座A栋 14、15层，成立日期1998年6月17日，上市日期1998年9月11日，公司主营业务涉及稀土冶炼分离及稀土 技术研发及服务。主营业务收入构成为：稀土氧化物63.51%，稀土金属及合金35.95%，其他0.35%，技 术服务收入0.18%。 中国稀土所属申万行业为：有色金属-小金属-稀土。所属概念板块包括：小金属、稀缺资源、大盘、 MSCI中国、稀土永磁等。 截至8月29日，中国稀土股东户数16.50万，较上期减少2.66%；人均流通股6430股，较上期增加2.73%。 2025年1月-6月，中国稀土实现营业收入18.75亿元，同比增长62.38%；归母净利润1.62亿元，同比增长 166.16%。 分红方面，中国稀土A股上市后累计派现3.46亿元。近三年，累计派现1.24亿元。 机构持仓方面，截止2025年6月30日，中国稀土十大流通股东中，香港中央 ...

Group 1 - The core viewpoint of the news is the performance and financial status of Zhongjin Lingnan, highlighting its stock price movements, trading volume, and market capitalization [1][2]. - As of September 5, Zhongjin Lingnan's stock price increased by 2.15% to 5.22 CNY per share, with a trading volume of 2.29 billion CNY and a total market capitalization of 195.10 billion CNY [1]. - The company has seen a year-to-date stock price increase of 13.40%, with a recent 5-day decline of 0.57%, a 20-day increase of 6.10%, and a 60-day increase of 14.90% [1]. Group 2 - Zhongjin Lingnan's main business involves mining, selection, smelting, and trading of non-ferrous metals, with revenue composition as follows: copper smelting products (57.03%), non-ferrous metal trading (20.76%), lead and zinc smelting products (13.68%), and others [1][2]. - As of June 30, the company reported a revenue of 31.11 billion CNY for the first half of 2025, representing a year-on-year growth of 1.54%, and a net profit of 559 million CNY, up 3.12% year-on-year [2]. - The company has distributed a total of 4.39 billion CNY in dividends since its A-share listing, with 908 million CNY distributed in the last three years [3]. Group 3 - Zhongjin Lingnan is classified under the non-ferrous metals industry, specifically in industrial metals focusing on lead and zinc, and is associated with concepts such as scarce resources and state-owned enterprise reform [2]. - As of June 30, the number of shareholders decreased slightly to 127,600, while the average circulating shares per person increased by 0.05% to 29,283 shares [2][3]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Southern CSI 500 ETF, with notable changes in their holdings [3].

Core Viewpoint - Chihong Zn & Ge Co., Ltd. has shown a positive stock performance with a year-to-date increase of 10.46%, despite a slight decline of 0.66% in the last five trading days [2] Company Overview - Chihong Zn & Ge Co., Ltd. is located in Qujing City, Yunnan Province, and was established on July 18, 2000, with its stock listed on April 20, 2004 [2] - The company specializes in the mining, smelting, deep processing, and sales of lead, zinc, and germanium products [2] - The revenue composition is as follows: zinc products 60.71%, lead products 13.08%, silver products 11.51%, others 7.60%, zinc concentrate 2.10%, sulfuric acid 1.30%, and sulfur concentrate 0.52% [2] Financial Performance - For the first half of 2025, Chihong Zn & Ge achieved an operating income of 10.581 billion yuan, representing a year-on-year growth of 7.67%, and a net profit attributable to shareholders of 932 million yuan, up 3.27% year-on-year [2] - Cumulative cash dividends since the A-share listing amount to 7.344 billion yuan, with 1.981 billion yuan distributed over the past three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders is 169,500, a decrease of 1.26% from the previous period, with an average of 30,035 circulating shares per person, an increase of 1.28% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the third-largest shareholder with 88.936 million shares, an increase of 8.6453 million shares from the previous period [3]