证券日报网讯12月12日，豫光金铅（600531）在互动平台回答投资者提问时表示，截至12月10日公司股 东人数为111394户。 ...

Group 1 - Lead and zinc are crucial strategic materials supporting the stable operation and high-end development of industrial systems, widely used in core industrial fields such as electronics, transportation, new energy, and metallurgy [1] - During the 14th Five-Year Plan period, the lead and zinc industry has made comprehensive progress in three core areas: technological innovation, green intelligent transformation, and structural adjustment [1] - The industry has seen steady growth in production, with intelligent methods significantly enhancing production efficiency, and leading companies implementing digital control systems for the entire mining and smelting process [1][2] Group 2 - Significant advancements have been made in domestic lead and zinc smelting technology, with high adoption rates of advanced smelting techniques and large equipment, improving the adaptability to complex materials and enhancing resource utilization [2] - The industry faces challenges such as a lack of collaborative innovation mechanisms and significant technical barriers between upstream and downstream enterprises, leading to insufficient deep processing rates and a predominance of primary raw materials [3] - Recommendations for addressing innovation challenges include developing efficient low-carbon smelting processes, advancing digitalization and automation in operations, and creating new advantages in high-value-added and strategic applications [3][4]

Report Industry Investment Rating - Not provided in the report Core Viewpoints - The lead price may fluctuate strongly due to tightened raw material supply and reduced pressure on non - ferrous metals from the Fed's dovish rate cut. The trading strategy is to try to go long at low prices [1]. - The zinc price may rebound in the short - term due to the Fed's dovish rate cut, but the poor demand will limit the upside. The trading strategy is to focus on short - selling opportunities when the price rises and then corrects [1]. Summary by Related Catalogs Lead Market Price Indicators - The average price of SMM1 lead ingots was 16,975.00 yuan/ton, down 0.73% [1]. - The closing price of the main futures contract of Shanghai lead was 17,115.00 yuan/ton, down 0.32% [1]. - The Shanghai lead basis was - 140.00 yuan/ton, down 70.00 yuan [1]. Market Conditions - The daily recycling volume of most northern recycling enterprises decreased significantly compared with the same period last year due to lower lead prices and the off - season of battery scrapping [1]. - The开工 of primary lead and some secondary lead smelters declined. The consumption of electric bicycle batteries weakened, while the automobile battery market was approaching the traditional replacement peak season [1]. Zinc Market Price Indicators - The average price of SMM1 zinc ingots was 23,000.00 yuan/ton, down 0.52% [1]. - The closing price of the main futures contract of Shanghai zinc was 23,075.00 yuan/ton, up 0.02% [1]. - The Shanghai zinc basis was - 75.00 yuan/ton, down 125.00 yuan [1]. Market Conditions - In September 2025, Bolivia's zinc concentrate production was 43,100 metal tons, a year - on - year increase of 5.9%. From January to September, the total production was 376,300 metal tons [1]. - In September 2025, Peru exported 148,600 physical tons of zinc concentrate, a month - on - month decrease of 22%. From January to September, the cumulative export volume was 1,581,400 tons, a year - on - year increase of 11% [1]. - In October 2025, Chile exported 1300 tons of zinc concentrate. From January to October, the cumulative export volume was 50,100 tons, a year - on - year decrease of 17.8% [1]. - The domestic zinc concentrate supply was tight, processing fees were continuously reduced, the smelter production reduction range expanded, and the demand was weak [1].

（编辑 楚丽君） 证券日报网讯 12月10日晚间，豫光金铅发布第二次提示性公告称，投资者所持可转债除在规定时限内 通过二级市场继续交易或按照 5.95元的转股价格进行转股外，仅能选择以 100 元/张的票面价格加当期 应计利息（即100.1060 元）被强制赎回。若被强制赎回，可能面临较大投资损失。 ...

| 铅锌日评20251209：沪铅震荡偏强；沪锌震荡整理 | 2025/12/9 | 指标 | 近期趋势 | 单位 | 今值 | 变动 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 17,200.00 | 0.15% | SMM1#铅锭平均价格 | 元/吨 | 沪铅期现价格 | 期货主力合约收盘价 | 17,340.00 | 0.29% | 元/吨 | | 元/吨 | -140.00 | -25.00 | 沪铅基差 | 20.00 | -5.00 | 升贴水-上海 | 元/吨 | | | 美元/吨 | -49.15 | -9.79 | 升贴水-LME 0-3 | 美元/吨 | -94.60 | -3.10 | 升贴水-LME 3-15 | 价差 | | 元/吨 | -55.00 | -45.00 | 沪铅近月-沪铅连一 | 5.00 | 20.00 | 沪铅连一-沪铅连二 | 元/吨 | 铅 | | 元/吨 | -15.00 | 10.00 | 沪铅连二-沪铅连三 | 38,061.00 | -14.49% | 期货活跃合约成交 ...

河南豫光金铅股份有限公司关于实施"豫光转债"赎回暨摘牌的公告 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法律责任。 重要内容提示： ● 证券停复牌情况：适用 证券代码：600531 证券简称：豫光金铅 公告编号：2025-107 债券代码：110096 债券简称：豫光转债 ● 本次提前赎回完成后，豫光转债将自2025年12月19日起在上海证券交易所摘牌。 ● 投资者所持可转债除在规定时限内通过二级市场继续交易或按照5.95元的转股价格进行转股外，仅能 选择以100元/张的票面价格加当期应计利息（即100.1060元）被强制赎回。若被强制赎回，可能面临较 大投资损失。 ● 公司提醒"豫光转债"持有人注意在限期内转股或卖出。 河南豫光金铅股份有限公司（以下简称"公司"）的股票自2025年10月27日至2025年11月14日，已在连续 三十个交易日内有十五个交易日的收盘价不低于"豫光转债"当期转股价格5.95元/股的130%，即不低于 7.74元/股。根据《河南豫光金铅股份有限公司向不特定对象发行可转换公司债券募集说明书》（以下 简称"《 ...

（文章来源：证券日报） 证券日报网讯 12月8日晚间，豫光金铅发布公告称，截至2025年12月8日收市后，距离2025年12月15日 （"豫光转债"最后交易日）仅剩5个交易日，2025年12月15日为"豫光转债"最后一个交易日。最后转股 日：2025年12月18日截至2025年12月8日收市后，距离2025年12月18日（"豫光转债"最后转股日）仅剩8 个交易日，2025年12月18日为"豫光转债"最后一个转股日。本次提前赎回完成后，豫光转债将自2025年 12月19日起在上海证券交易所摘牌。投资者所持可转债除在规定时限内通过二级市场继续交易或按照 5.95元的转股价格进行转股外，仅能选择以100元/张的票面价格加当期应计利息（即100.1060元）被强 制赎回。若被强制赎回，可能面临较大投资损失。公司提醒"豫光转债"持有人注意在限期内转股或卖 出。 ...

祁玉蓉（F03100031, Z0021060），联系电话：010-8229 5006 2025/12/8 单位 今值 变动 近期趋势 SMM1#铅锭平均价格 元/吨 17,175.00 0.44% 期货主力合约收盘价 元/吨 17,290.00 0.26% 沪铅基差 元/吨 -115.00 30.00 升贴水-上海 元/吨 - 25.00 升贴水-LME 0-3 美元/吨 -49.15 -9.79 升贴水-LME 3-15 美元/吨 -94.60 -3.10 沪铅近月-沪铅连一 元/吨 -10.00 15.00 沪铅连一-沪铅连二 元/吨 -15.00 -25.00 沪铅连二-沪铅连三 元/吨 -25.00 -20.00 期货活跃合约成交量 手 44,508.00 19.36% 期货活跃合约持仓量 手 44,944.00 -3.52% 成交持仓比 / 0.99 23.71% LME库存 吨 0.00% 243,550.00 沪铅仓单库存 吨 16,078.00 -2.87% LME3个月铅期货收盘价（电子盘） 美元/吨 2,009.00 -0.35% 沪伦铅价比值 / 8.61 0.61% SMM1#锌锭平 ...

Group 1 - The second largest shareholder, Jiyuan Investment Group Co., Ltd., holds 75,152,132 shares, accounting for 6.63% of the total share capital of the company [2] - Jiyuan Investment Group has released the pledge on 27,256,000 shares that were previously pledged to Zhongyuan Bank Co., Ltd. Jiyuan Branch [2] - As of December 3, 2025, the total number of shares of Henan Yuguang Gold Lead Co., Ltd. is 1,133,623,001 [2] Group 2 - The cumulative pledged shares of the shareholder amount to 10,000,000 shares, which is 13.31% of their total holdings and 0.88% of the company's total share capital [2] - The release of the pledge is related to the shareholder's own financial arrangements and does not involve any significant changes in company control or main business adjustments [3] - The company will continue to monitor the changes in the pledged shares held by shareholders and will comply with relevant regulations for timely information disclosure [3]

Core Points - The second largest shareholder of the company, Jiyuan Investment Group Co., Ltd., will release 27,256,000 shares from pledge on December 3, 2025, which accounts for 36.27% of its held shares and 2.40% of the company's total share capital [1] - Jiyuan Investment Group holds a total of 75,152,132 shares in the company, representing 6.63% of the total share capital [1] - After the release of the pledge, the group will have a total of 10,000,000 shares pledged, which is 13.31% of its total holdings and 0.88% of the company's total share capital [1] - The release of the pledge is due to the shareholder's own financial arrangements and does not involve any significant matters [1]