11月17日，中一科技涨6.25%，截至发稿，报55.55元/股，成交1.07亿元，换手率0.87%，总市值129.56 亿元。中一科技股价已经连续3天上涨，区间累计涨幅27.08%。 资料显示，湖北中一科技股份有限公司位于湖北省云梦县经济开发区梦泽大道南47号，成立日期2007年 9月13日，上市日期2022年4月21日，公司主营业务涉及各类单、双面光高性能电解铜箔系列产品的研 发、生产与销售,下辖云梦、安陆两大电解铜箔生产基地。主营业务收入构成为：锂电铜箔78.92%，电 子电路铜箔20.67%，其他0.41%。 截至发稿，吴乐玉累计任职时间1年94天，现任基金资产总规模89.95亿元，任职期间最佳基金回报 11.54%， 任职期间最差基金回报0.59%。 王明路累计任职时间14天，现任基金资产总规模268.69万元，任职期间最佳基金回报10.64%， 任职期 间最差基金回报10.63%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 从基金十大重仓股角度 责任编辑 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000630 证券简称：铜陵有色 公告编号：2025－112 铜陵有色金属集团股份有限公司 2025年半年度权益分派实施公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 一、股东大会审议通过利润分配及资本公积金转增股本方案等情况 （一）铜陵有色金属集团股份有限公司（以下简称"公司"或"本公司"）2025年第二次临时股东大会审议 通过的利润分配方案具体内容为：以实施权益分派股权登记日登记的总股本为基数，向全体股东每10股 派发现金红利0.5元（含税），不送红股、不进行资本公积金转增股本，剩余未分配利润结转至下一 期。现暂以截至2025年9月26日相关数据测算，公司总股本为13,409,471,510股，拟派发现金红利为 670,473,575.50元（含税）。 本次利润分配预案公告后至实施前，公司如出现股权激励行权、可转债转股等股本总额发生变动情形 时，则以未来实施分配方案的股权登记日的总股本为基数，按照每股分配金额不变的原则对分配总额进 行调整，并将公告具体调整情况。 （二）自分配方案披露至实施期 ...

11月14日晚，电投能源公告，公司拟通过发行股份及支付现金的方式购买国家电投集团内蒙古能源有限公司 （简称"内蒙古公司"）持有的白音华煤电100%股权，交易价格为111.49亿元。同时，电投能源拟向不超过35 名符合条件的特定投资者发行股份募集配套资金。 | 交易形式 | 发行股份购买资产并募集配套资金暨关联交易 | | | --- | --- | --- | | | 上市公司拟通过发行股份及支付现金的方式购买内蒙古公司持有的 | | | 交易方案简介 | 白音华煤电 100%股权。同时,上市公司拟向不超过 35名符合条件 | | | | 的特定投资者发行股份募集配套资金 | | | 交易价格(不含募集 | 1,114,919.19 万元 | | | 配套资金金额) | | | | 名称 | 白音华煤电 100%股权 | | | 主营业务 | 煤炭业务、电解铝业务和发电业务 | | | | 公司主要产品为煤炭、电解铝和电力,根据《国民经济行业分类 | | | 所属行业 交易 | GB/T4754-2017》,白音华煤电所属行业为"B06煤炭开采和洗选 | | | 标的 | 业"和"C32有色金属冶炼和压延加工 ...

11月14日晚，电投能源公告，公司拟通过发行股份及支付现金的方式购买国家电投集团内蒙古能源有限公司 （简称"内蒙古公司"）持有的白音华煤电100%股权，交易价格为111.49亿元。同时，电投能源拟向不超过35 名符合条件的特定投资者发行股份募集配套资金。 | 交易形式 | 发行股份购买资产并募集配套资金暨关联交易 | | --- | --- | | | 上市公司拟通过发行股份及支付现金的方式购买内蒙古公司持有的 | | 交易方案简介 | 白音华煤电 100%股权。同时,上市公司拟向不超过 35 名符合条件 | | | 的特定投资者发行股份募集配套资金 | | 交易价格(不含募集 | 1.114.919.19 万元 | | 配套资金额) | | | 名称 | 白音华煤电 100%股权 | | 主营业务 | 煤炭业务、电解铝业务和发电业务 公司主要产品为煤炭、电解铝和电力,根据《国民经济行业分类 | | 所属行业 | GB/T4754-2017》,白音华媒电所属行业为"B06 煤炭开采和洗选 | | 交易 | | | 标的 | 业"和"C32有色金属冶炼和压延加工业"。 | | 符合板块定位 | ■是 □否 √不 ...

Group 1: Report Industry Investment Rating - Not provided in the content Group 2: Core Viewpoints of the Report - The short - term risk appetite is under pressure due to the downgraded probability of the Fed's interest rate cut, but the tight supply pattern of refined copper provides strong support for copper prices. Aluminum prices may rise further due to supply concerns and improved export expectations. Cast aluminum alloy prices are expected to follow aluminum prices. Lead prices are expected to be strong in the short - term. Zinc prices are expected to be strong in the short - term but with limited upside. Tin prices are expected to be in a tight balance and show a strong - side oscillation. Nickel prices are recommended to be observed in the short - term. Lithium carbonate prices need to pay attention to high - level selling pressure. Alumina prices are recommended to be observed in the short - term. Stainless steel prices are expected to remain weak in the short - term [2][3][4][5][9][12][13][15][18][19][22][24][27] Group 3: Summary by Related Catalogs Copper - **Market Information**: The copper price rose and then fell. LME copper inventory decreased, and domestic electrolytic copper social inventory increased slightly compared to Monday. The spot import of domestic copper was at a loss, and the refined - scrap price difference widened [2] - **Strategy Viewpoint**: The short - term risk appetite is under pressure, but the tight supply of refined copper provides support for copper prices. The operating range of the Shanghai copper main contract is 86500 - 88000 yuan/ton, and that of the LME copper 3M contract is 10750 - 11100 dollars/ton [3] Aluminum - **Market Information**: Aluminum prices rose and then fell, remaining at a relatively high level. The inventory of domestic aluminum ingots and aluminum rods decreased, and the spot in the Guangdong region changed from a discount to a premium [4] - **Strategy Viewpoint**: Supply concerns and improved export expectations may push aluminum prices higher. The operating range of the Shanghai aluminum main contract is 21880 - 22200 yuan/ton, and that of the LME aluminum 3M contract is 2850 - 2900 dollars/ton [5][6] Cast Aluminum Alloy - **Market Information**: The price of the main cast aluminum alloy contract rose, the trading volume increased, and the inventory decreased [8] - **Strategy Viewpoint**: The cost provides strong support, and the demand is average. The price is expected to follow aluminum prices [9] Lead - **Market Information**: The Shanghai lead index closed slightly lower, and the LME lead price rose. The domestic social inventory increased slightly [11] - **Strategy Viewpoint**: The shortage of raw materials restricts production, and the inventory is at a relatively low level. Lead prices are expected to be strong in the short - term [12][13] Zinc - **Market Information**: The Shanghai zinc index closed higher, and the LME zinc price rose. The domestic social inventory decreased slightly [14] - **Strategy Viewpoint**: The zinc smelting profit is under pressure, and the inventory accumulation slows down. Zinc prices are expected to be strong in the short - term but with limited upside [15] Tin - **Market Information**: The Shanghai tin main contract price rose. The supply is still tight, and the demand from emerging fields provides support [17] - **Strategy Viewpoint**: Tin supply and demand are in a tight balance, and the price is expected to be strong in the short - term. It is recommended to go long on dips [18] Nickel - **Market Information**: Nickel prices fluctuated narrowly. The price of nickel pig iron fell, and the inventory pressure of refined nickel is significant [19] - **Strategy Viewpoint**: In the short - term, it is recommended to observe. If the price drops enough or the risk preference is high, long positions can be gradually established [19] Lithium Carbonate - **Market Information**: The spot index of lithium carbonate rose, the output increased slightly, and the inventory decreased [21] - **Strategy Viewpoint**: The rise of lithium - battery stocks drives the futures market, but attention should be paid to high - level selling pressure [22] Alumina - **Market Information**: The alumina index rose, the inventory remained unchanged, and the import was at a loss [24] - **Strategy Viewpoint**: The supply of overseas ore is expected to increase, and the production reduction expectation is strengthened. It is recommended to observe in the short - term [24] Stainless Steel - **Market Information**: The stainless - steel main contract price rose, the inventory decreased, and the social inventory increased [26][27] - **Strategy Viewpoint**: The market is in a weak oscillation due to over - supply and weak demand, and the price is expected to remain weak in the short - term [27]

Group 1 - The company is currently constructing a new production capacity of 10,000 tons of high-end electronic circuit foil, which is expected to begin trial production in December [2] - The company's high-frequency and high-speed copper foil products have already achieved production and sales [2] - The company will continue to innovate, upgrade technology and products, and expand its market [2]

格隆汇11月13日丨中一科技(301150.SZ)在投资者互动平台表示,公司新建10000吨高端电子电路箔产能正 在建设中，预计12月开始逐步试生产。公司高频高速铜箔产品已实现生产和销售，公司将持续进行相关 技术和产品的创新、迭代升级及市场开拓。 ...

格隆汇11月13日丨中一科技(301150.SZ)在投资者互动平台表示,公司新建10000吨高端电子电路箔产能正 在建设中，预计12月开始逐步试生产。公司高频高速铜箔产品已实现生产和销售，公司将持续进行相关 技术和产品的创新、迭代升级及市场开拓。 ...

Core Insights - The company announced participation in the Shanghai-listed companies' Q3 performance briefing on November 13, 2025 [1] - For the first three quarters of 2025, the company reported revenue of 4.275 billion yuan, a year-on-year increase of 54.66% [1] - The net profit attributable to shareholders for the same period was 50.1752 million yuan, up 39.58% year-on-year, with Q3 net profit reaching 30.4056 million yuan, a staggering increase of 6319.92% [1] - The growth in performance is attributed to new customer acquisition, project expansion, increased product sales, and enhanced operational management [1] Business Developments - The company's subsidiary, Anhui Environmental Protection, has obtained a hazardous waste management license, with 80.87% of aluminum waste usage expected in 2024 and over 20,000 tons of aluminum ash disposal [1] - The company has secured 173 core component orders from a leading robotics enterprise in Southwest China and signed a strategic cooperation agreement with a prominent domestic humanoid robotics company in October [1]

Group 1 - The core point of the news is that Lichong Group's stock price increased by 5.06%, reaching 25.77 CNY per share, with a trading volume of 288 million CNY and a turnover rate of 2.03%, resulting in a total market capitalization of 16.48 billion CNY [1] - Lichong Group, established on July 28, 1998, and listed on March 19, 2015, is based in Baoding, Hebei Province, and specializes in the research, production, and sales of lightweight aluminum alloy wheels, functional intermediate alloy new materials, and cast aluminum alloys [1] - The company's main business revenue composition includes: 54.50% from cast aluminum alloys, 33.23% from aluminum alloy wheels, 7.81% from intermediate alloys, and 4.46% from other sources [1] Group 2 - From the perspective of fund holdings, one fund under Baoying Fund has Lichong Group as a significant investment, with Baoying Xiangyu Enhanced Return Mixed A (008336) holding 6,800 shares, accounting for 0.39% of the fund's net value, ranking as the seventh largest holding [2] - The fund has a total scale of 37.92 million CNY and has achieved a year-to-date return of 5.93%, ranking 6,648 out of 8,145 in its category, with a one-year return of 6.1%, ranking 6,260 out of 8,059 [2] Group 3 - The fund managers of Baoying Xiangyu Enhanced Return Mixed A are Cai Dan and Lv Shuyi, with Cai Dan having a tenure of 8 years and 103 days, managing assets totaling 2.35 billion CNY, achieving a best return of 101.1% during his tenure [3] - Lv Shuyi has a tenure of 9 years and 166 days, managing assets of 28.809 billion CNY, with a best return of 18.7% during her tenure [3]