Company Overview - Shengda Resources experienced a decline of 5.05% on September 18, with a stock price of 20.13 CNY per share, a trading volume of 526 million CNY, a turnover rate of 3.82%, and a total market capitalization of 13.889 billion CNY [1] - The company, established on June 22, 1995, and listed on August 23, 1996, is located in Fengtai District, Beijing, and primarily engages in the production and sale of silver-lead concentrate and zinc concentrate, as well as non-ferrous metal trading [1] Revenue Composition - The main business revenue composition of Shengda Resources includes: - Lead concentrate (including silver) 46.04% - Non-ferrous metal trading 23.91% - Zinc concentrate (including silver) 20.44% - Recycled renewable metal 5.26% - Silver ingots 2.28% - Others 1.05% - Gold 1.02% [1] Fund Holdings - According to data, one fund under Dongfang Fund has a significant holding in Shengda Resources. The Dongfang Cyclical Optimal Flexible Allocation Mixed A Fund (004244) held 100,000 shares in the second quarter, accounting for 3.76% of the fund's net value, making it the fourth-largest holding [2] - The fund has a total scale of 37.5949 million CNY and has achieved a return of 20.18% year-to-date, ranking 4440 out of 8172 in its category; over the past year, it has returned 28.84%, ranking 5414 out of 7980 [2] - The fund manager, Fang Jianwei, has been in the position for 7 years and 67 days, with the best fund return during his tenure being 86.65% and the worst being -16.73% [2]

Group 1 - The core point of the news is that Shengda Resources experienced a decline of 5.05% in its stock price, reaching 20.13 CNY per share, with a trading volume of 526 million CNY and a turnover rate of 3.82%, resulting in a total market capitalization of 13.889 billion CNY [1] - 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 [1] - The revenue composition of Shengda Resources includes: lead concentrate (containing silver) 46.04%, non-ferrous metal trading 23.91%, zinc concentrate (containing silver) 20.44%, renewable energy metals 5.26%, silver ingots 2.28%, others 1.05%, and gold 1.02% [1] Group 2 - From the perspective of fund holdings, one fund under China Merchants Fund has a significant position in Shengda Resources, specifically the China Merchants Anze Stable Profit 9-Month Holding Period Mixed A Fund (019698), which reduced its holdings by 62,700 shares in the second quarter, now holding 105,800 shares, accounting for 0.95% of the fund's net value [2] - The estimated floating loss for the fund today is approximately 113,200 CNY [2] - The China Merchants Anze Stable Profit 9-Month Holding Period Mixed A Fund was established on November 14, 2023, with a latest scale of 87.4268 million CNY, and has achieved a year-to-date return of 11.11% [2]

Group 1 - The company, Shengda Metal Resources Co., Ltd., has provided a guarantee for its wholly-owned subsidiary, Chifeng Jindu Mining Co., Ltd., for a financing lease of RMB 100 million with a term of 36 months [2][11] - The financing lease is aimed at meeting the operational liquidity needs of Jindu Mining, utilizing its own production equipment through a sale-leaseback arrangement [10][11] - The total approved guarantee amount by the company and its subsidiaries exceeds 60 billion RMB, which is 197.16% of the company's latest audited net assets [12][29] Group 2 - The counterparty for the financing lease is China Global Leasing Co., Ltd., which has total assets of approximately 85.85 billion RMB and a net profit of about 2.13 billion RMB for the year 2024 [4][18] - Jindu Mining is a wholly-owned subsidiary of the company, with a registered capital of 48 million RMB, and is not classified as a dishonest executor [5][19] - The leased assets are production equipment with a net value of 100.40 million RMB, located in Inner Mongolia, and are free from any encumbrances or legal disputes [6][10]

Group 1 - The company Shengda Resources announced a financing lease agreement with Guotai Leasing for an amount of RMB 50 million, with a lease term of 36 months [2] - The financing is primarily aimed at meeting the working capital needs of its wholly-owned subsidiary, Inner Mongolia Guangda Mining, and will not significantly impact the company's financial status or operating results [2] - The total approved guarantee amount for the company and its subsidiaries is RMB 6 billion, which accounts for 197.16% of the latest audited net assets [2] Group 2 - The company reported revenues of RMB 2.013 billion for 2024, with a year-on-year decrease of 10.66%, and RMB 353 million for Q2 2025, showing a year-on-year increase of 33.92% [3] - The net profit attributable to the parent company for the same periods was RMB 390 million, RMB 8.2841 million, and RMB 7.00964 million, with year-on-year growth rates of 163.56%, 194.37%, and a decrease of 15.03% respectively [3] - The company's debt-to-asset ratio was reported at 46.01%, 45.60%, and 47.46% for the respective periods [3]

宏观：美联储如期降息 【市场资讯】1）美联储如期降息 25 基点，强调就业下行风险，认为通胀有所上升，预计 年内还降息两次、明年降息一次，米兰投下唯一反对票、主张降息 50 基点。鲍威尔：本次 属风险管理型降息，50 基点降息呼声不高，就业下行成为实质性风险。"新美联储通讯社"： 对就业市场放缓的担忧压倒了对通胀的担忧，为美联储转向小幅降息提供理由。2）美财长 被曝和美联储理事库克同款"污点"：有类似的抵押贷款申报。3）美国 SEC 重磅新政：为集 体诉讼设限，旨在"让美国 IPO 再次伟大"。4）加拿大央行如期降息 25 基点，几乎没有提 供未来降息指引，称在风险中谨慎行事。5）李家超：探索缩短股票结算周期至 T+1，落实 稳定币发行人制度，建造区域黄金储备枢纽。施政报告专家解读：香港全力发展成为国际 创新科技中心。 【核心逻辑】国内方面，从今年的政策导向来看，我国对消费领域的重视程度正与日俱增。 政策转向的背后是由于收入分配层面的失衡，使得国内有效需求难以充分释放，导致资本 回报率呈现递减趋势。当前年内逐步落地的一系列需求端政策并非终点，后续仍将有更多 民生领域的相关政策逐步出台、落地。商务部等 9 部门 ...

消息面上，据央视新闻报道，当地时间9月17日，美国联邦储备委员会结束为期两天的货币政策会议， 宣布将联邦基金利率目标区间下调25个基点到4.00%至4.25%之间。尽管美联储如预期降息，但在利率 决议后的新闻发布会上，美联储主席鲍威尔强调，此举并不意味着将开启长期的降息周期；鲍威尔承认 劳动力市场疲软，但认为目前情况不足以让美联储采取更大幅度的降息。 国泰海通证券此前发布研报称，美国8月CPI基本符合预期，叠加就业市场走弱逐渐明显，降息预期持 续升温。流动性拐点预期下，对贵金属和工业金属价格均有明显提振。临近9月议息，静待美联储对后 续降息路径指引，同时中美谈判博弈继续，或放大金属价格波动。该行指出，对于工业金属而言，就业 市场的连续走弱使得市场衰退担忧有所抬头，但考虑内外政策托底，叠加即将进入需求旺季，工业品有 望继续表现。 智通财经APP获悉，有色股跌幅居前，截至发稿，江西铜业股份(00358)跌2.48%，报25.2港元；洛阳钼 业(03993)跌2.85%，报12.28港元；中国铝业(02600)跌2.12%，报7.38港元；紫金矿业(02899)跌1.26%， 报28.14港元。 ...

消息面上，据央视新闻报道，当地时间9月17日，美国联邦储备委员会结束为期两天的货币政策会议， 宣布将联邦基金利率目标区间下调25个基点到4.00%至4.25%之间。尽管美联储如预期降息，但在利率 决议后的新闻发布会上，美联储主席鲍威尔强调，此举并不意味着将开启长期的降息周期；鲍威尔承认 劳动力市场疲软，但认为目前情况不足以让美联储采取更大幅度的降息。 国泰海通证券此前发布研报称，美国8月CPI基本符合预期，叠加就业市场走弱逐渐明显，降息预期持 续升温。流动性拐点预期下，对贵金属和工业金属价格均有明显提振。临近9月议息，静待美联储对后 续降息路径指引，同时中美谈判博弈继续，或放大金属价格波动。该行指出，对于工业金属而言，就业 市场的连续走弱使得市场衰退担忧有所抬头，但考虑内外政策托底，叠加即将进入需求旺季，工业品有 望继续表现。 有色股跌幅居前，截至发稿，江西铜业股份(00358)跌2.48%，报25.2港元；洛阳钼业（603993）(03993) 跌2.85%，报12.28港元；中国铝业（601600）(02600)跌2.12%，报7.38港元；紫金矿业（601899） (02899)跌1.26%，报28.1 ...

上市公司：铜陵有色（000630），合金投资（000633），中钨高新（000657），国城矿业（000688）， 北方铜业（000737），锌业股份（000751），中色股份（000758），西藏矿业（000762），东方钽业 （000962），安泰科技（000969），中科三环（000970），银泰黄金（000975），罗平锌电 （002114），西部材料（002149） 2025年1-4月，有色金属矿采选业企业数（以下数据涉及的企业，均为规模以上工业企业，从2011年 起，规模以上工业企业起点标准由原来的年主营业务收入500万元提高到年主营业务收入2000万元）为 1363个，和上年同期相比，增加了51个，同比增长3.89%，占工业总企业的比重为0.26%。 2016-2025年1-4月有色金属矿采选业企业数统计图 相关报告：智研咨询发布的《2025-2031年中国有色金属冶炼和压延加工行业市场动态分析及未来趋势 研判报告》 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603132 证券简称：金徽股份 公告编号：2025-048 金徽矿业股份有限公司 关于部分董事、监事及高级管理人员自愿增持公司股份的进展公告 ■ 三、增持计划实施相关风险提示 （一）本次增持计划可能存在因资本市场情况发生变化或目前尚无法预判的其他风险因素导致增持计划 的实施无法达到预期的风险等。如增持计划实施过程中出现相关风险情形，公司将及时履行信息披露义 务。 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏， 并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 已披露增持计划情况：基于对金徽矿业股份有限公司（以下简称"公司"）发展前景的信心和对公司股 票长期投资价值的认可，公司部分董事、监事及高级管理人员计划自2025年4月21日起6个月内，使用其 自有资金通过上海证券交易所交易系统以集中竞价交易方式增持公司股份，本次合计拟增持金额不低于 600万元且不超过770万元。本次增持计划的具体内容详见公司于2025年4月29日披露于上海证券交易所 网站（www.sse.com.cn）的《金徽股 ...

证券代码：601020 证券简称：华钰矿业 公告编号：临2025-055号 西藏华钰矿业股份有限公司 关于持股5%以上股东权益变动触及1%刻度的提示性公告 青海西部稀贵金属有限公司保证向本公司提供的信息真实、准确、完整，没有虚假记载、误导性陈述或 重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： ■ 一、信息披露义务人及其一致行动人的基本信息 登录新浪财经APP 搜索【信披】查看更多考评等级 注：上述主体无一致行动人。 二、权益变动触及1%刻度的基本情况 2025年9月17日，公司收到青海西部稀贵金属有限公司的通知，其于2025年9月13日至2025年9月16日通 过集中竞价方式累计减持公司股份7,571,100股，占公司总股本的0.92%。其持股比例由9.79%减少至 8.87%，本次权益变动触及1%刻度，具体情况如下： ■ 三、其他说明 1、公司于2025年8月23日披露了《西藏华钰矿业股份有限公司股东减持股份计划公告》（公告编号：临 2025-046号），本次权益变动为股东履行此前披露的减持计划，不触及要约收购，不涉及披露权益变动 报告书，不会导致公司控股股 ...