Core Viewpoint - Huayu Mining's stock price has seen significant growth this year, with a year-to-date increase of 171.54%, indicating strong market performance and investor interest [1][2]. Financial Performance - For the period from January to September 2025, Huayu Mining achieved a revenue of 1.459 billion yuan, representing a year-on-year growth of 57.60% [2]. - The net profit attributable to the parent company for the same period was 801 million yuan, showing a remarkable year-on-year increase of 423.89% [2]. Stock Market Activity - As of November 13, Huayu Mining's stock was trading at 34.16 yuan per share, with a market capitalization of 28.01 billion yuan [1]. - The stock has experienced a trading volume of 1.367 billion yuan on the same day, with a turnover rate of 4.97% [1]. - The stock has appeared on the "Dragon and Tiger List" four times this year, with the most recent appearance on November 12 [1]. Shareholder Information - As of September 30, 2025, the number of shareholders for Huayu Mining was 66,700, a decrease of 14.31% from the previous period [2]. - The average number of circulating shares per shareholder increased by 16.70% to 12,290 shares [2]. Dividend Distribution - Since its A-share listing, Huayu Mining has distributed a total of 281 million yuan in dividends, with 55.626 million yuan distributed over the past three years [3]. Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the fourth largest circulating shareholder, holding 11.9697 million shares, an increase of 6.9712 million shares from the previous period [3]. - New institutional shareholders include Golden Stock ETF and Dachen New Industry Mixed A, holding 7.5535 million shares and 7.0312 million shares, respectively [3].

Core Viewpoint - Chihong Zn & Ge Co., Ltd. has shown a significant stock price increase of 26.96% year-to-date, with a recent trading price of 6.87 CNY per share, indicating strong market interest and performance in the non-ferrous metal sector [1][2]. Financial Performance - For the period from January to September 2025, the company reported a revenue of 17.178 billion CNY, reflecting a year-on-year growth of 17.24%. However, the net profit attributable to shareholders decreased by 10.18% to 1.324 billion CNY [2]. - Cumulative cash dividends since the company's A-share listing amount to 7.495 billion CNY, with 2.132 billion CNY distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 2.64% to 162,400, while the average circulating shares per person increased by 2.71% to 31,036 shares [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 57.0341 million shares, a decrease of 31.9014 million shares from the previous period [3].

Core Viewpoint - Zhongjin Lingnan's stock price has experienced fluctuations, with a current price of 5.51 CNY per share, reflecting a year-to-date increase of 19.70% and a recent decline over the past 20 days of 6.77% [1] Company Overview - Zhongjin Lingnan, established on September 1, 1984, and listed on January 23, 1997, is primarily engaged in the mining, selection, smelting, and trading of non-ferrous metals, particularly lead and zinc [1] - The company's 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%) [1] Financial Performance - For the period from January to September 2025, Zhongjin Lingnan reported a revenue of 48.505 billion CNY, representing a year-on-year growth of 6.09%, and a net profit attributable to shareholders of 841 million CNY, up 5.18% year-on-year [2] - The company has distributed a total of 4.389 billion CNY in dividends since its A-share listing, with 908 million CNY distributed over the past three years [3] Shareholder Information - As of September 30, 2025, Zhongjin Lingnan had 126,400 shareholders, a decrease of 0.94% from the previous period, with an average of 29,560 circulating shares per shareholder, an increase of 0.95% [2] - The top circulating shareholders include Southern CSI 500 ETF and Hong Kong Central Clearing Limited, with notable reductions in their holdings [3]

Core Insights - Yuguang Gold Lead's stock price decreased by 2.02% on November 12, trading at 11.66 CNY per share with a market capitalization of 12.713 billion CNY [1] - The company has seen a year-to-date stock price increase of 88.22%, but a 19.86% decline over the past 20 days [1] Financial Performance - For the period from January to September 2025, Yuguang Gold Lead reported a revenue of 34.855 billion CNY, representing a year-on-year growth of 20.12%, and a net profit attributable to shareholders of 621 million CNY, up 11.99% year-on-year [2] - Cumulative cash dividends since the company's A-share listing amount to 1.338 billion CNY, with 548 million CNY distributed over the last three years [3] Shareholder Information - As of October 31, 2025, the number of shareholders decreased by 1.03% to 105,800, while the average number of circulating shares per person increased by 1.04% to 10,306 shares [2] - The top ten circulating shareholders include significant entities such as Hong Kong Central Clearing Limited and various ETFs, with notable changes in their holdings [3]

Group 1 - The stock price of Zinc Industry Co., Ltd. increased by 2.41% on November 12, reaching 4.25 CNY per share, with a trading volume of 137 million CNY and a turnover rate of 2.34%, resulting in a total market capitalization of 6.866 billion CNY [1] - The company has seen a year-to-date stock price increase of 51.25%, with a 7.05% rise over the last five trading days, a 5.20% increase over the last 20 days, and a 25.37% rise over the last 60 days [1] - The main business revenue composition includes cathode copper (46.36%), zinc products (32.53%), other products (16.32%), non-ferrous metal trading (3.03%), and lead (1.76%) [1] Group 2 - As of September 30, the number of shareholders for Zinc Industry Co., Ltd. reached 124,300, an increase of 2.38% from the previous period, while the average circulating shares per person decreased by 2.32% to 11,341 shares [2] - For the period from January to September 2025, the company achieved an operating income of 13.689 billion CNY, representing a year-on-year growth of 19.19%, and a net profit attributable to shareholders of 51.421 million CNY, reflecting a significant year-on-year increase of 1110.26% [2] - The company has distributed a total of 160 million CNY in dividends since its A-share listing, with cumulative distributions of 48.469 million CNY over the past three years [2]

Core Viewpoint - Chihong Zn & Ge Co., Ltd. has shown a significant stock price increase of 26.04% year-to-date, with a recent rise of 2.10% on November 12, 2023, indicating positive market sentiment despite some fluctuations in trading volume and net capital outflow [1][2]. Financial Performance - For the period from January to September 2025, Chihong Zn & Ge reported a revenue of 17.178 billion yuan, reflecting a year-on-year growth of 17.24%. However, the net profit attributable to shareholders decreased by 10.18% to 1.324 billion yuan [2]. - Cumulative cash dividends since the company's A-share listing amount to 7.495 billion yuan, with 2.132 billion yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 2.64% to 162,400, while the average number of circulating shares per person increased by 2.71% to 31,036 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 57.0341 million shares, a decrease of 31.9014 million shares from the previous period. Meanwhile, the fund "China Europe Dividend Enjoyment Flexible Allocation Mixed A" increased its holdings by 5.1806 million shares to 47.7779 million shares [3]. Market Activity - On November 12, 2023, Chihong Zn & Ge's stock price reached 6.82 yuan per share, with a trading volume of 220 million yuan and a turnover rate of 0.65%. The total market capitalization stands at 34.375 billion yuan [1]. - The stock has experienced a 5.90% increase over the last five trading days, a 1.02% decrease over the last 20 days, and a 21.35% increase over the last 60 days [1]. Business Overview - Chihong Zn & Ge, established on July 18, 2000, and listed on April 20, 2004, is primarily engaged in the mining, smelting, deep processing, and sales of lead, zinc, and germanium products. The revenue composition is 73.82% from lead and zinc mining, 15.00% from other sources, and 11.18% from non-ferrous metal trading [1]. - The company is classified under the industrial metals sector, specifically in the non-ferrous metals category, and is associated with concepts such as scarce resources and central enterprise reform [1].

Core Viewpoint - Shengda Resources has shown significant stock performance with a year-to-date increase of 101.60%, despite recent fluctuations in trading volume and net capital flow [1][2]. Group 1: Stock Performance - As of November 12, Shengda Resources' stock price reached 23.97 CNY per share, with a trading volume of 1.48 billion CNY and a market capitalization of 165.39 billion CNY [1]. - The stock has experienced a 7.25% increase over the last five trading days, a 10.56% decrease over the last 20 days, and a 53.65% increase over the last 60 days [1]. - The company has appeared on the "龙虎榜" (a trading board for high-volume stocks) twice this year, with the most recent appearance on October 14, where it recorded a net buy of -95.68 million CNY [1]. Group 2: 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, along with non-ferrous metal trading [2]. - The revenue composition includes lead concentrate (46.04%), non-ferrous metal trading (23.91%), zinc concentrate (20.44%), renewable metal (5.26%), silver ingots (2.28%), and gold (1.02%) [2]. - For the period from January to September 2025, the company reported a revenue of 1.652 billion CNY, reflecting an 18.29% year-on-year growth, and a net profit of 323 million CNY, marking a 61.97% increase [2]. Group 3: Shareholder Structure - As of September 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 16.63 million shares, a decrease of 8.93 million shares from the previous period [3]. - Qianhai Kaiyuan Gold and Silver Jewelry Mixed A (001302) is the sixth largest shareholder, increasing its holdings by 1.13 million shares [3]. - Huashang New Trend Preferred Mixed (166301) is a new entrant among the top ten shareholders, holding 7 million shares [3].

Core Viewpoint - Tibet Summit's stock price has shown a significant increase of 36.88% year-to-date, indicating strong market performance and investor interest [2] Group 1: Stock Performance - As of November 12, Tibet Summit's stock price decreased by 2.02% to 14.53 CNY per share, with a trading volume of 84.94 million CNY and a turnover rate of 0.63% [1] - The stock has increased by 2.54% over the last five trading days, 6.45% over the last 20 days, and 21.39% over the last 60 days [2] Group 2: Financial Performance - For the period from January to September 2025, Tibet Summit reported a revenue of 1.724 billion CNY, representing a year-on-year growth of 46.08%, and a net profit attributable to shareholders of 437 million CNY, reflecting a 99.13% increase [2] - The company has distributed a total of 1.147 billion CNY in dividends since its A-share listing, with 50.28 million CNY distributed over the last three years [3] Group 3: Shareholder Information - As of October 20, 2025, the number of shareholders for Tibet Summit was 113,300, a decrease of 3.50% from the previous period, with an average of 8,072 circulating shares per shareholder, an increase of 3.63% [2] - Major shareholders include Hong Kong Central Clearing Limited, which holds 17.37 million shares, and new entrants such as Huaxia CSI 1000 ETF and GF CSI 1000 ETF [3]

Core Viewpoint - Zhongjin Lingnan's stock price has shown a significant increase this year, with a 20.57% rise, indicating positive market sentiment and potential growth in the non-ferrous metal sector [1][2]. Company Overview - Zhongjin Lingnan, established on September 1, 1984, and listed on January 23, 1997, is primarily engaged in the mining, selection, smelting, and trading of non-ferrous metals, particularly lead and zinc [1]. - The company's 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 period from January to September 2025, Zhongjin Lingnan reported a revenue of 48.505 billion yuan, reflecting a year-on-year growth of 6.09%, and a net profit attributable to shareholders of 841 million yuan, up 5.18% year-on-year [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 Information - As of September 30, 2025, Zhongjin Lingnan had 126,400 shareholders, a decrease of 0.94% from the previous period, with an average of 29,560 circulating shares per shareholder, an increase of 0.95% [2]. - Major shareholders include Southern CSI 500 ETF and Hong Kong Central Clearing Limited, with notable reductions in their holdings [3].

Core Viewpoint - Zhuzhou Smelter Group's stock has shown significant performance, with a year-to-date increase of 95.93%, indicating strong market interest and potential growth in the non-ferrous metal sector [1][2]. Group 1: Stock Performance - As of November 11, the stock price of Zhuzhou Smelter Group reached 15.42 CNY per share, with a trading volume of 2.03 billion CNY and a market capitalization of 165.44 billion CNY [1]. - The stock has experienced a 5.69% increase over the last five trading days, a 7.66% decrease over the last 20 days, and a 27.44% increase over the last 60 days [1]. - The company has appeared on the trading leaderboard twice this year, with the most recent net buy of 58.32 million CNY on September 12 [1]. Group 2: Company Overview - Zhuzhou Smelter Group, established on December 20, 1993, and listed on August 30, 2004, is located in Hunan Province and specializes in the production and sale of zinc, zinc alloys, and industrial sulfuric acid [2]. - The revenue composition includes 38.48% from zinc and zinc alloys, 28.17% from other sources, 13.94% from gold ingots, 10.71% from silver ingots, 7.85% from lead and lead alloys, 0.51% from indium ingots, 0.20% from sulfuric acid, and 0.14% from non-ferrous metal trading [2]. - As of October 31, the number of shareholders increased to 41,300, with an average of 18,203 circulating shares per shareholder [2]. Group 3: Financial Performance - For the period from January to September 2025, Zhuzhou Smelter Group reported a revenue of 16.048 billion CNY, reflecting a year-on-year growth of 11.54%, and a net profit attributable to shareholders of 858 million CNY, which is a 47.51% increase year-on-year [2]. - The company has distributed a total of 388 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [2]. Group 4: Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders include Qianhai Kaiyuan Gold and Silver Jewelry Mixed A, holding 16.65 million shares, an increase of 2.59 million shares from the previous period [3]. - Hong Kong Central Clearing Limited is the fifth-largest shareholder with 9.22 million shares, an increase of 1.64 million shares [3]. - New entrants include the Gold Stock ETF, holding 6.17 million shares, while several funds have exited the top ten list [3].