企业名称宁波兴阳矿产资源有限公司法定代表人耿敬宁注册资本500万人民币国标行业采矿业>黑色金 属矿采选业>其他黑色金属矿采选地址浙江省宁波市北仑区大榭街道滨海南路111号东楼A1933-1室（承 诺申报）企业类型有限责任公司（自然人投资或控股的法人独资）营业期限2025-8-7至无固定期限登记 机关宁波市北仑区市场监督管理局 来源：金融界 天眼查显示，近日，宁波兴阳矿产资源有限公司成立，法定代表人为耿敬宁，注册资本500万人民币， 由宁波云枫矿产资源有限公司全资持股。 序号股东名称持股比例1宁波云枫矿产资源有限公司100% 经营范围含煤炭及制品销售；金属矿石销售；有色金属合金销售；高性能有色金属及合金材料销售；金 属材料销售；木材销售；高品质合成橡胶销售；橡胶制品销售；石油制品销售（不含危险化学品）；化 工产品销售（不含许可类化工产品）；纸制品销售；生物基材料销售；塑料制品销售；机械设备销售； 建筑材料销售；五金产品批发；电子产品销售；汽车零配件批发；仪器仪表销售；电线、电缆经营(除 依法须经批准的项目外，凭营业执照依法自主开展经营活动)。 ...

云鼎科技最新一期业绩显示，截至2025一季报，公司营业总收入3.09亿元、同比减少20.55%，归属净利 润3146.54万元，同比减少33.24%，扣非净利润3052.40万元，同比减少30.87%，流动比率2.612、速动比 率2.240、资产负债率31.84%。 天眼查商业履历信息显示，云鼎科技股份有限公司，成立于1993年，位于济南市，是一家以从事黑色金 属矿采选业为主的企业。企业注册资本67799.0505万人民币，实缴资本2211万人民币。公司法定代表人 为刘波。 金融界消息 截至2025年8月4日收盘，云鼎科技（000409）报收于13.11元，上涨5.9%，换手率27.46%， 成交量116.23万手，成交金额15.25亿元。 资金流向方面，今日主力资金净流入2.48亿元，占比成交额16.43%。其中，超大单净流入3.03亿元、占 成交额20.0%，大单净流出5400.99万元、占成交额3.57%，中单净流出流出14533.02万元、占成交额 9.61%，小单净流出10316.97万元、占成交额6.82%。 通过天眼查大数据分析，云鼎科技股份有限公司共对外投资了5家企业，参与招投标项目338次 ...

Group 1 - The core viewpoint of the news is that Anning Co., Ltd. (安宁股份) has shown a positive performance in its latest financial results, with significant revenue growth and stable profitability [1][3] - As of August 1, 2025, Anning Co., Ltd. reported a closing price of 29.63 yuan, with a slight increase of 0.07% and a trading volume of 3.80 million shares, amounting to a total transaction value of 1.13 billion yuan [1] - The company's latest quarterly report indicates total operating revenue of 550 million yuan, a year-on-year increase of 23.51%, and a net profit attributable to shareholders of 230 million yuan, reflecting a minimal growth of 0.02% [1] Group 2 - The company has a current liquidity ratio of 4.362 and a quick ratio of 4.298, indicating strong short-term financial health, with a debt-to-asset ratio of 23.09% [1] - Anning Co., Ltd. has made investments in 17 enterprises and participated in 51 bidding projects, showcasing its active engagement in business expansion [2] - The company holds 12 trademark registrations and 88 patents, along with 79 administrative licenses, highlighting its focus on intellectual property and regulatory compliance [2]

Core Viewpoint - The report from Industrial Securities emphasizes the importance of regulating low-price disorderly competition in enterprises as a key focus of recent "anti-involution" policies, highlighting the negative impact of excessive competition on prices, as evidenced by the persistent negative Producer Price Index (PPI) since October 2022 [1][23]. Group 1: Current Economic Conditions - China's current economic environment is characterized by a third round of capacity cycle downturn, having declined for approximately four years since the previous peak, with significant industry differentiation due to factors such as the pandemic and trade friction [2][8]. - The industrial capacity utilization rate has been on a downward trend since June 2021, reflecting a weakening in fixed asset investment growth in the manufacturing sector [2][8]. Group 2: Price and Capacity Dynamics - The report indicates that the current supply-side state shows clear differentiation among industries, with black metals and non-metallic minerals experiencing low capacity, output, and price levels, while emerging sectors like electrical machinery and automotive manufacturing still maintain relatively high capacity and output levels despite low price indicators [12][20]. - The "anti-involution" policy aims to break the negative cycle of "price for volume" and guide industries back to a normal capacity cycle, with two potential paths: either a slight price increase leading to natural demand decline or significant demand stimulation with substantial price increases [21][23]. Group 3: Recent Price Trends - Recent data shows that low-priced goods below historical median prices have seen significant price increases, particularly in sectors such as black metals (coking coal, steel), new energy (polysilicon, lithium), and chemicals [28][29]. - Specific price changes include coking coal increasing by 36.6% over the past month and polysilicon rising by 23.2%, indicating a recovery in certain sectors [29]. Group 4: Policy Implications - The report outlines recent policy measures aimed at preventing low-cost competition, including the introduction of a price law amendment and the emphasis on market regulation to maintain fair competition and quality standards [25][23]. - The focus on price mechanisms and the establishment of benchmark costs in key industries is expected to support the recovery of prices and stabilize market conditions [23][25].

资金流向方面，今日主力资金净流入7948.63万元，占比成交额13.76%。其中，超大单净流入5977.88万 元、占成交额10.35%，大单净流入1970.75万元、占成交额3.41%，中单净流出流出2020.90万元、占成 交额3.5%，小单净流出5927.73万元、占成交额10.27%。 来源：金融界 金融界消息 截至2025年7月31日收盘，云鼎科技（000409）报收于12.36元，上涨2.91%，换手率 11.11%，成交量47.05万手，成交金额5.77亿元。 云鼎科技最新一期业绩显示，截至2025一季报，公司营业总收入3.09亿元、同比减少20.55%，归属净利 润3146.54万元，同比减少33.24%，扣非净利润3052.40万元，同比减少30.87%，流动比率2.612、速动比 率2.240、资产负债率31.84%。 天眼查商业履历信息显示，云鼎科技股份有限公司，成立于1993年，位于济南市，是一家以从事黑色金 属矿采选业为主的企业。企业注册资本67799.0505万人民币，实缴资本2211万人民币。公司法定代表人 为刘波。 通过天眼查大数据分析，云鼎科技股份有限公司共对外投资了5家企业 ...

Economic Overview - The GDP of Zibo reached 256.89 billion yuan in the first half of the year, with a year-on-year growth of 5.6% and a nominal increase of 18.74 billion yuan, representing a nominal growth rate of 7.87%, which is higher than the provincial average [1] - The primary industry added value was 8.24 billion yuan, growing by 3.7%; the secondary industry added value was 118.49 billion yuan, growing by 5.1%; and the tertiary industry added value was 130.16 billion yuan, growing by 6.2% [1] Agricultural Sector - The total output value of agriculture, forestry, animal husbandry, and fishery reached 14.93 billion yuan, with a year-on-year growth of 4.1%, an increase of 0.6 percentage points compared to the first quarter [1] - The production of vegetables was 978,000 tons, growing by 3%, and the production of melons and fruits was 66,000 tons, growing by 3.3% [1] Industrial Sector - The added value of above-scale industries grew by 7.6% year-on-year, with 29 out of 38 major industries achieving positive growth, resulting in a growth coverage of 76.3% [2] - The top 10 industries by total added value saw "eight increases and two decreases," contributing a total of 6.2 percentage points to the city's growth [2] - High-tech manufacturing added value increased by 8.1%, and the "four strong" industries saw an added value growth of 8.5% [2] Service Sector - From January to May, the above-scale service industry achieved operating income of 23.93 billion yuan, a year-on-year increase of 7.3%, which is 0.3 percentage points higher than the first quarter [2] - Among the ten categories of industries, eight saw growth, with transportation, warehousing, and postal services, information transmission, software and information technology services, and leasing and business services growing by 10.9%, 6.4%, and 6.2% respectively [2] Investment Trends - Fixed asset investment in the first half of the year decreased by 1.3%, while industrial investment increased by 29.7%, with industrial technological transformation investment growing by 20.8% [2] - Private investment grew by 21.0%, accounting for 65.3% of total investment, an increase of 12 percentage points year-on-year [2] Consumer Market - The total retail sales of social consumer goods reached 83.03 billion yuan, with a year-on-year growth of 7.1% [3] - The retail sales of above-limit units reached 29.62 billion yuan, growing by 12.3%, with 15 out of 22 categories showing positive growth, and 9 categories achieving double-digit growth [3] - Notable growth in retail sales included grain and oil, food, tobacco and alcohol, sports and entertainment products, and communication equipment, with increases of 24.1%, 22.1%, 91.8%, and 50.2% respectively [3]

Core Viewpoint - The company plans to acquire an 87% stake in Xinjiang Congling Energy Co., Ltd. through a combination of issuing shares and cash payments, while also raising supporting funds from specific investors, which will enhance its operational capacity and market presence in the iron ore sector [1][2][5]. Group 1: Transaction Overview - The transaction involves issuing shares and cash payments to acquire 82% of Congling Energy from Kizilsu Congling Industrial Co., Ltd. and 5% from JAAN Investments Co., Ltd. [1][4] - The total amount of funds to be raised through the issuance of shares is capped at 560 million yuan, which will be used for the transaction and other operational needs [5][6]. - The transaction is expected to increase the company's iron ore resources from 380 million tons to approximately 460 million tons, representing a 21.75% increase [5][6]. Group 2: Financial Impact - The total assets of the company are projected to increase from 658,262.10 million yuan to 779,440.88 million yuan, an 18.41% rise post-transaction [6]. - The company's total liabilities will rise from 266,624.28 million yuan to 323,309.00 million yuan, reflecting a 21.26% increase [6]. - The net profit attributable to the parent company is expected to decrease by 10.75%, from 2,004.20 million yuan to 1,788.67 million yuan, indicating potential short-term challenges [6]. Group 3: Strategic Benefits - The acquisition will allow the company to control the Ziluoyi North Iron Mine, enhancing its operational footprint in the Kizilsu region and surrounding areas [5][6]. - The transaction aligns with the company's core business of iron ore mining and processing, as Congling Energy possesses high-quality iron ore resources capable of producing iron concentrates with over 68% grade [5][6]. - The company aims to strengthen its competitive position in the iron ore market, increasing its production capacity to 3.2 million tons per year, thereby enhancing its market influence [5][6].

金融界消息 截至2025年7月30日收盘，海南矿业（601969）报收于8.15元，下跌0.73%，换手率1.6%， 成交量31.69万手，成交金额2.60亿元。 天眼查商业履历信息显示，海南矿业股份有限公司，成立于2007年，位于省直辖县级行政区划，是一家 以从事黑色金属矿采选业为主的企业。企业注册资本199879.2238万人民币，实缴资本164178.5939万人 民币。公司法定代表人为刘明东。 通过天眼查大数据分析，海南矿业股份有限公司共对外投资了28家企业，参与招投标项目1785次，知识 产权方面有商标信息12条，专利信息47条，此外企业还拥有行政许可494个。 来源：金融界 资金流向方面，今日主力资金净流出1388.63万元，占比成交额5.34%。其中，超大单净流出459.10万 元、占成交额1.77%，大单净流出929.53万元、占成交额3.58%，中单净流出流入1490.75万元、占成交 额5.73%，小单净流出102.12万元、占成交额0.39%。 海南矿业最新一期业绩显示，截至2025一季报，公司营业总收入11.89亿元、同比增长7.17%，归属净利 润1.60亿元，同比减少35.20%， ...

资金流向方面，今日主力资金净流出1773.56万元，占比成交额6.13%。其中，超大单净流出896.37万 元、占成交额3.1%，大单净流出877.19万元、占成交额3.03%，中单净流出流入494.38万元、占成交额 1.71%，小单净流入1279.18万元、占成交额4.42%。 金融界消息 截至2025年7月29日收盘，云鼎科技（000409）报收于12.28元，上涨0.24%，换手率 5.61%，成交量23.73万手，成交金额2.89亿元。 云鼎科技最新一期业绩显示，截至2025一季报，公司营业总收入3.09亿元、同比减少20.55%，归属净利 润3146.54万元，同比减少33.24%，扣非净利润3052.40万元，同比减少30.87%，流动比率2.612、速动比 率2.240、资产负债率31.84%。 通过天眼查大数据分析，云鼎科技股份有限公司共对外投资了5家企业，参与招投标项目330次，知识产 权方面有商标信息169条，专利信息111条，此外企业还拥有行政许可9个。 来源：金融界 天眼查商业履历信息显示，云鼎科技股份有限公司，成立于1993年，位于济南市，是一家以从事黑色金 属矿采选业为主的企业。 ...

Economic Overview - The GDP of Zibo City for the first half of the year reached 256.89 billion yuan, with a year-on-year growth of 5.6% and a nominal increase of 18.74 billion yuan, representing a nominal growth rate of 7.87%, which is higher than the provincial average [1] - The primary industry added value was 8.24 billion yuan, growing by 3.7%; the secondary industry added value was 118.49 billion yuan, growing by 5.1%; and the tertiary industry added value was 130.16 billion yuan, growing by 6.2% [1] Agricultural Sector - The total output value of agriculture, forestry, animal husbandry, and fishery reached 14.93 billion yuan, with a year-on-year growth of 4.1%, improving by 0.6 percentage points compared to the first quarter [1] - The production of vegetables was 978,000 tons, growing by 3%, and the production of fruits was 66,000 tons, growing by 3.3% [1] Industrial Sector - The added value of large-scale industries in Zibo grew by 7.6% year-on-year, with 29 out of 38 major industry categories achieving positive growth, resulting in a growth coverage of 76.3% [2] - The top 10 industries by total added value saw eight industries increase, contributing 6.2 percentage points to the overall industrial growth [2] - High-tech manufacturing added value grew by 8.1%, and the "Four Strong" industries increased by 8.5% [2] Investment Trends - Fixed asset investment in Zibo decreased by 1.3% in the first half of the year, while industrial investment increased by 29.7%, with industrial technological transformation investment growing by 20.8% [2] - Private investment rose by 21.0%, accounting for 65.3% of total investment, an increase of 12 percentage points year-on-year [2] Service Sector - The total retail sales of social consumer goods reached 83.03 billion yuan, with a year-on-year growth of 7.1% [3] - The retail sales of above-limit units reached 29.62 billion yuan, growing by 12.3%, with 15 out of 22 categories showing positive growth [3] - Categories such as grain and oil, food, tobacco and alcohol, sports and entertainment products, and communication equipment saw significant growth rates of 24.1%, 22.1%, 91.8%, and 50.2% respectively [3]