Core Viewpoint - The company, Lichung Group (300428.SZ), has indicated that several of its products can be directly or indirectly applied in the battery sector, highlighting its involvement in the renewable energy market [1] Group 1 - The aluminum-based functional intermediate alloy products produced by the company have been successfully applied in the manufacturing of new energy battery foils [1] - The products are characterized by uniform and stable composition, as well as low impurity content, which can effectively enhance the mechanical strength and performance of battery foils [1]

Group 1 - The core point of the news is that 嘉元科技 (Jia Yuan Technology) experienced a stock decline of 5.14%, with a current share price of 29.13 yuan, a trading volume of 1.042 billion yuan, a turnover rate of 7.69%, and a total market capitalization of 12.416 billion yuan [1] - 嘉元科技 is based in Guangdong Province and was established on September 29, 2001. The company was listed on July 22, 2019, and its main business involves the research, production, and sales of various high-performance electrolytic copper foils. The revenue composition is as follows: lithium battery copper foil accounts for 83.77%, other income 12.64%, and standard copper foil 3.58% [1] Group 2 - From the perspective of fund holdings, 华宝基金 (Huabao Fund) has one fund heavily invested in 嘉元科技. The 华宝量化选股混合发起式A (017715) fund held 19,000 shares in the second quarter, accounting for 1.2% of the fund's net value, making it the seventh-largest holding. The estimated floating loss today is approximately 30,000 yuan [2] - The 华宝量化选股混合发起式A (017715) fund was established on February 20, 2023, with a current scale of 21.4706 million yuan. Year-to-date, it has achieved a return of 21.88%, ranking 3379 out of 8180 in its category; over the past year, it has returned 49.4%, ranking 2428 out of 7978; and since inception, it has returned 29.89% [2] Group 3 - The fund manager of 华宝量化选股混合发起式A (017715) is 徐林明 and 喻银尤. As of the report, 徐林明 has a cumulative tenure of 15 years and 345 days, with a total fund asset size of 1.618 billion yuan. His best fund return during the tenure is 87.24%, while the worst is -43.03%. 喻银尤 has a cumulative tenure of 3 years and 63 days, with a total fund asset size of 491 million yuan. His best fund return during the tenure is 29.89%, and the worst is 9.5% [3]

Group 1 - The company, Northern Copper Industry, announced on September 3 that its subsidiary, Shanxi Beicopper New Materials Technology Co., Ltd., produces rolled copper foil products with an annual production capacity of 5,000 tons [2]

Group 1 - The company, Shaanxi Sirui Advanced Materials Co., Ltd., is planning to issue A-shares to specific investors in 2024, having received approval from the Shanghai Stock Exchange and the China Securities Regulatory Commission [2][3][4] - The total number of shares to be issued will not exceed 30% of the company's total share capital prior to the issuance, amounting to a maximum of 218,201,367 shares [3][4][5] - The funds raised will be allocated to projects including the industrialization of liquid rocket engine thrust chambers and the production of medical imaging equipment, with a total investment of 69 million yuan and 60 million yuan respectively [5][6] Group 2 - The company has established a research and development team led by nine core technical personnel, collaborating with institutions like Xi'an Jiaotong University and the Chinese Academy of Sciences [9] - The company has faced challenges in maintaining its competitive edge due to rapid technological advancements in the new materials industry, necessitating continuous R&D investment [8][9] - The company’s export revenue has been impacted by tariffs imposed by the United States, with a significant portion of its sales being subject to additional tariffs [10][11] Group 3 - The company has a significant reliance on copper as a primary raw material, making it vulnerable to fluctuations in copper prices, which could adversely affect production costs [14] - The company has experienced a rise in accounts receivable, which poses a risk of cash flow issues if customers face financial difficulties [17] - The company’s financial structure is heavily dependent on debt financing, which could lead to solvency risks if operational challenges arise [16]

Group 1 - The company plans to bid for a state-owned land use right in Baoji City, with a total area of 126,198 m² and a starting price of 57.34 million yuan [1][2] - The transaction does not constitute a related party transaction or a major asset restructuring as per relevant regulations [2][3] - The board of directors has approved the decision, and it does not require submission to the shareholders' meeting [1][2] Group 2 - The land use right is being offered by the Baoji High-tech Industrial Development Zone Natural Resources and Planning Bureau, with no related party relationship with the company [2] - The land is classified as secondary industrial land with a usage period of 50 years [2] - The funds for this purchase will come from the company's own resources, ensuring that it does not impact the company's existing operations or financial status significantly [3]

Core Viewpoint - The company Baowu Magnesium Industry (002182.SZ) is experiencing a significant shift in the electric vehicle (EV) sector, with magnesium alloy components being increasingly adopted due to their advantages in weight reduction, electromagnetic shielding, and vibration damping [1] Company Summary - As of August 29, 2025, the number of shareholders for Baowu Magnesium Industry is reported to be 56,894 [1] - The company is positioned to benefit from the growing trend of electric vehicle manufacturers, such as Aima, Yadi, and Niu, utilizing magnesium alloy for components like wheels and frames, leading to improved vehicle performance [1] Industry Summary - The adoption of magnesium alloys in the electric vehicle industry is expected to increase significantly, particularly following the new national standards introduced in 2024, prompting industry players to replace plastic components with magnesium alloys [1] - During the "14th Five-Year Plan" period, the usage of magnesium in electric two-wheelers is projected to rise rapidly, indicating a strong growth trajectory for magnesium applications in this sector [1]

Group 1 - The core viewpoint of the news is the performance and market position of Jintian Titanium Industry, which experienced a 5.02% drop in stock price, currently at 22.34 CNY per share, with a total market capitalization of 10.332 billion CNY [1] - Jintian Titanium Industry, established on April 8, 2004, is located in Changde Economic and Technological Development Zone, Hunan Province, and specializes in the R&D, production, and sales of high-end titanium and titanium alloy materials [1] - The company's main products include titanium and titanium alloy bars, forgings, and components, primarily used in high-end equipment fields such as aviation, aerospace, naval vessels, and weaponry [1] Group 2 - According to the data, Bosera Fund's Bosera Innovation Economy Mixed A (010994) has entered the top ten circulating shareholders of Jintian Titanium Industry, holding 715,100 shares, which accounts for 0.86% of the circulating shares [2] - The fund has reported a year-to-date return of 39.31% and a one-year return of 70.41%, ranking 1248 out of 8180 and 1190 out of 7967 respectively [2] - The fund manager, Tian Junwei, has a tenure of 10 years and 94 days, with the best fund return during this period being 164.21% [3] Group 3 - Bosera Innovation Economy Mixed A (010994) has Jintian Titanium Industry as its eighth largest holding, with 715,100 shares representing 3.04% of the fund's net value [4] - The estimated floating loss for the fund today is approximately 843,800 CNY [4]

Group 1 - Zhongyi Technology's stock price increased by 5% on September 3, reaching 33.38 CNY per share, with a trading volume of 138 million CNY and a turnover rate of 3.66%, resulting in a total market capitalization of 7.785 billion CNY [1] - The stock has risen for four consecutive days, with a cumulative increase of 8.72% during this period [1] - Zhongyi Technology, established in 2007 and listed on April 21, 2022, specializes in the research, production, and sales of high-performance electrolytic copper foil products, with its main revenue sources being lithium battery copper foil (78.92%) and electronic circuit copper foil (20.67%) [1] Group 2 - According to data, one fund under Bosera Asset Management holds Zhongyi Technology as a top ten position, specifically the Bosera Hubei New and Old Kinetic Energy Conversion ETF (159743), which held 111,000 shares in the second quarter, accounting for 1.49% of the fund's net value [2] - The fund has generated a floating profit of approximately 176,500 CNY today and 283,100 CNY during the four-day increase [2] - The Bosera Hubei New and Old Kinetic Energy Conversion ETF was established on December 29, 2021, with a current size of 159 million CNY and has achieved a year-to-date return of 26.57% [2]

本公司董事会及全体董事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个别及连带责任。 重要内容提示： ●白银有色集团股份有限公司（以下简称"公司"）股票于2025年8月29 日、2025年9月1日、2025年9月2日连续三个交易日内收盘价格涨幅偏离值累计超 过20%，根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动。 ●经公司自查，并征询公司前两大股东中信国安实业集团有限公司、甘肃省 新业资产经营有限责任公司，截至本公告披露日，公司股东中信国安实业集团有 限公司和甘肃省新业资产经营有限责任公司确认不存在影响公司股票交易异常 波动的重大事项，不存在涉及公司的应披露而未披露的重大信息。 ●根据公司于 2025 年8 月 27 日披露的2025年半年度报告显示， 2025年 上半年公司总资产503.56亿元，净资产179.51亿元，实现营业收入445.59亿元， 利润总额4.33亿元，归属于上市公司股东的净利润-2.17亿元。公司不存在应披 露而未披露的重大信息，敬请广大投资者注意投资风险。 一、股票交易异常波动具体情况 证券代码：601212 证券 ...

Performance Summary - The company held its 2025 semi-annual performance briefing on September 2, 2025, via an online platform, where key executives engaged with investors [1][3] - The company reported a significant increase in revenue for the first half of 2025, driven by aggressive market expansion, with aluminum alloy sales up approximately 50.70% and component sales up about 12.31% year-on-year [2] Financial Performance - Despite revenue growth, the company's net profit decreased due to intensified competition in the automotive supply chain, ongoing price wars among car manufacturers, and increased costs related to an employee stock ownership plan [2] - The net cash flow from operating activities decreased, primarily due to a substantial increase in raw material purchases and a rise in accounts receivable [2] Future Business Focus - The company is focusing on expanding its business in robotics and magnesium alloys, having established the "Yongmaotai Robotics Technology Research Institute" and collaborated with various robotics companies and academic institutions [2] - The company has secured orders for multiple products in the robotics sector and is actively developing magnesium alloy components for well-known automotive and electronic manufacturers [2]