金融界消息 截至2025年8月5日收盘，江南新材（603124）报收于58.76元，下跌2.0%，换手率43.11%， 成交量12.35万手，成交金额7.40亿元。 资金流向方面，今日主力资金净流出3472.96万元，占比成交额4.7%。其中，超大单净流出1757.26万 元、占成交额2.38%，大单净流出1715.70万元、占成交额2.32%，中单净流出流出1468.10万元、占成交 额1.99%，小单净流入4941.06万元、占成交额6.68%。 通过天眼查大数据分析，江西江南新材料科技股份有限公司共对外投资了3家企业，参与招投标项目48 次，知识产权方面有商标信息10条，专利信息97条，此外企业还拥有行政许可28个。 来源：金融界 江南新材最新一期业绩显示，截至2025一季报，公司营业总收入22.65亿元、同比增长25.52%，归属净 利润3653.94万元，同比增长10.85%，扣非净利润3571.50万元，同比增长32.03%，流动比率1.806、速动 比率1.504、资产负债率55.51%。 天眼查商业履历信息显示，江西江南新材料科技股份有限公司，成立于2007年，位于鹰潭市，是一家以 从事有色金 ...

天眼查商业履历信息显示，包头天和磁材科技股份有限公司，成立于2008年，位于包头市，是一家以从 事有色金属冶炼和压延加工业为主的企业。企业注册资本26428万人民币，实缴资本18670万人民币。公 司法定代表人为袁文杰。 通过天眼查大数据分析，包头天和磁材科技股份有限公司共对外投资了3家企业，参与招投标项目43 次，知识产权方面有商标信息8条，专利信息78条，此外企业还拥有行政许可43个。 来源：金融界 金融界消息 截至2025年8月5日收盘，天和磁材（603072）报收于52.0元，上涨0.39%，换手率4.99%， 成交量3.29万手，成交金额1.71亿元。 资金流向方面，今日主力资金净流出2378.53万元，占比成交额13.89%。其中，超大单净流出1254.41万 元、占成交额7.33%，大单净流出1124.12万元、占成交额6.56%，中单净流出流入945.81万元、占成交 额5.52%，小单净流入1432.72万元、占成交额8.37%。 天和磁材最新一期业绩显示，截至2025一季报，公司营业总收入5.25亿元、同比减少5.75%，归属净利 润3588.34万元，同比增长13.58%，扣非净利润20 ...

资金流向方面，今日主力资金净流出1211.02万元，占比成交额4.71%。其中，超大单净流出1523.22万 元、占成交额5.92%，大单净流入312.20万元、占成交额1.21%，中单净流出流入185.16万元、占成交额 0.72%，小单净流入1025.86万元、占成交额3.99%。 金融界消息 截至2025年8月5日收盘，三祥新材（603663）报收于26.97元，下跌1.21%，换手率2.25%， 成交量9.49万手，成交金额2.57亿元。 三祥新材最新一期业绩显示，截至2025一季报，公司营业总收入2.31亿元、同比减少9.75%，归属净利 润1350.84万元，同比减少29.94%，扣非净利润1140.13万元，同比减少19.04%，流动比率1.216、速动比 率0.800、资产负债率31.87%。 天眼查商业履历信息显示，三祥新材股份有限公司，成立于1991年，位于宁德市，是一家以从事有色金 属冶炼和压延加工业为主的企业。企业注册资本42346.214万人民币，实缴资本21495.2162万人民币。公 司法定代表人为夏鹏。 通过天眼查大数据分析，三祥新材股份有限公司共对外投资了16家企业，参与招投 ...

资金流向方面，今日主力资金净流入4140.59万元，占比成交额7.81%。其中，超大单净流入992.04万 元、占成交额1.87%，大单净流入3148.55万元、占成交额5.94%，中单净流出流入1605.90万元、占成交 额3.03%，小单净流出5746.49万元、占成交额10.84%。 来源：金融界 湖南白银最新一期业绩显示，截至2025一季报，公司营业总收入18.90亿元、同比增长19.01%，归属净 利润2798.32万元，同比增长494.88%，扣非净利润2610.43万元，同比增长154.45%，流动比率1.054、速 动比率0.282、资产负债率46.88%。 天眼查商业履历信息显示，湖南白银股份有限公司，成立于2004年，位于郴州市，是一家以从事有色金 属冶炼和压延加工业为主的企业。企业注册资本282308.8646万人民币，实缴资本42096.52万人民币。公 司法定代表人为李光梅。 金融界消息 截至2025年8月4日收盘，湖南白银（002716）报收于4.6元，上涨2.68%，换手率5.28%，成 交量116.76万手，成交金额5.30亿元。 通过天眼查大数据分析，湖南白银股份有限公司共对 ...

Meeting Information - The company will hold its second extraordinary general meeting of shareholders on August 8, 2025, at 14:00 [1][2] - The meeting will allow both on-site and online voting through the Shenzhen Stock Exchange systems [2][4] Voting Procedures - Shareholders can vote in person or authorize others to vote on their behalf [2][3] - Online voting will be available from 9:15 to 15:00 on August 8, 2025 [4] Agenda Items - The meeting will discuss several proposals, including the issuance of A-shares to specific targets and the feasibility of using the raised funds [2][3] - All proposals require a special resolution, needing over 2/3 of the voting rights present to pass [3] Registration and Attendance - Shareholders must register to attend the meeting, providing necessary identification and authorization documents [3][4] - The company will also allow legal representatives and appointed lawyers to attend [2][3] Additional Information - The company will disclose the results of the voting separately for minority investors [3] - Detailed voting procedures and authorization forms are provided in the attachments [4][5]

Report Industry Investment Rating - Not provided in the content Core Viewpoints of the Report - The report analyzes the market conditions of various metals including precious metals, copper, aluminum, zinc, etc. It points out that factors such as US economic data, Fed policies, and supply - demand fundamentals affect metal prices. Precious metals are expected to remain strong in the short - term, while other metals have different price trends based on their own supply - demand situations [8][14][19] Summary by Relevant Catalogs Precious Metals - **Market Review**: London gold rose over $70 and 2.22% to $3362.64/oz, London silver rose 1% to $37.02/oz. Shanghai gold futures rose 1.33% to 781 yuan/g, Shanghai silver futures rose 0.80% to 8994 yuan/kg. The US dollar index fell 1.37% to 98.67, 10 - year US Treasury yield dropped to 4.225%, and the RMB against the US dollar rose 0.09% to 7.193 [4] - **Important Information**: US July non - farm payrolls were 73,000 (expected 110,000), unemployment rate was 4.2%, and average hourly earnings annual rate was 3.9%. July ISM manufacturing PMI was 48, S&P Global manufacturing PMI was 49.8. Fed officials had different views on the labor market, and the probability of Fed rate cuts increased [5][6][8] - **Logic Analysis**: Weak US non - farm data, Fed internal differences, and doubts about Fed independence led to a decline in the US dollar and 10 - year US Treasury yields, and precious metals gained upward momentum. They are expected to remain high and be prone to rise and hard to fall in the short - term [8] - **Trading Strategy**: Hold previous long positions, wait and see for arbitrage, and buy deep out - of - the - money call options on dips [9] Copper - **Market Review**: Shanghai copper 2509 contract closed at 78,170 yuan/ton, down 0.13%, LME copper closed at $9,633/ton, up 0.27%. LME inventory increased 3,550 tons to 141,000 tons, COMEX inventory increased 1,766 tons to 259,000 tons [11] - **Important Information**: US July non - farm payrolls were poor, Fed理事Adriana Kugler resigned, Zangge Mining's Julong Copper Mine Phase II is expected to be put into production by the end of 2025, and Codelco cut copper mining at its El Teniente project [11][13] - **Logic Analysis**: Poor non - farm data increased the probability of a September rate cut. Supply was tight with new disruptions, and domestic electrolytic copper production increased. Downstream procurement increased after price corrections, and LME inventory increased first [14] - **Trading Strategy**: Prices are expected to be weak and volatile, focus on the 77,000 - 78,000 yuan/ton support, wait and see for arbitrage and options [14] Alumina - **Market Review**: Alumina 2509 contract fell 39 yuan to 3,166 yuan/ton at night. Spot prices in different regions had different changes [16] - **Important Information**: Australian alumina price was stable, China's Ministry of Industry and Information Technology will implement a ten - key - industry stability and growth plan, spot prices decreased due to active sales by futures - cash traders, and inventory increased [16][18] - **Logic Analysis**: After the speculation sentiment cooled, prices returned to the fundamental logic. Supply - demand surplus expanded, and prices were under pressure but had support at 3,000 - 3,100 yuan [19] - **Trading Strategy**: Prices are under pressure, focus on the 3,000 - 3,100 yuan support, wait and see for arbitrage and options [20] Electrolytic Aluminum - **Market Review**: Shanghai aluminum 2509 contract rose 5 yuan to 2,048 yuan/ton at night. Spot prices in different regions fell [22] - **Important Information**: US non - farm data was poor, the US adjusted "equivalent tariffs" to take effect on August 7, electrolytic aluminum inventory was stable on August 1, and SHFE warehouse receipts decreased [23][24] - **Logic Analysis**: Macro factors affected LME and Shanghai aluminum prices. Domestic speculative sentiment cooled, and inventory was expected to increase but at a slower pace [24] - **Trading Strategy**: Prices are under short - term pressure, consider positive arbitrage for 09 - 12 contracts after the spread converges, wait and see for options [24] Cast Aluminum Alloy - **Market Review**: Cast aluminum alloy 2511 contract fell 15 yuan to 19,875 yuan/ton at night. Spot prices in different regions fell [27] - **Important Information**: Cast aluminum alloy production decreased slightly, and the National Development and Reform Commission and the State Administration for Market Regulation are amending the Price Law [27] - **Logic Analysis**: Scrap aluminum shortage restricted production, supply was tight, demand was weak, and futures prices were expected to fluctuate with aluminum prices [28] - **Trading Strategy**: Prices are under pressure and fluctuate with aluminum prices, consider positive arbitrage when the spot - futures spread is over 300 yuan, wait and see for options [28] Zinc - **Market Review**: LME zinc fell 3.52% to $2,729.5/ton, Shanghai zinc 2509 fell 0.54% to 22,225 yuan/ton. Spot trading was average [30] - **Important Information**: China's refined zinc production in July was 602,800 tons, Nexa's Q2 zinc production had changes [30][31] - **Logic Analysis**: Domestic zinc concentrate supply was sufficient, smelters were profitable and production was expected to increase, and consumption was in the off - season [31][33] - **Trading Strategy**: Hold profitable short positions, buy put options, wait and see for options [33] Lead - **Market Review**: LME lead rose 0.23% to $1,974/ton, Shanghai lead 2509 rose 0.69% to 16,775 yuan/ton. Spot trading improved regionally [35] - **Important Information**: The supply of waste lead - acid batteries was still limited, and some smelters stopped purchasing due to equipment maintenance or poor market conditions [35][36] - **Logic Analysis**: Lead concentrate was tight, primary lead supply increased, secondary lead production had an increase despite losses, and downstream procurement improved [38] - **Trading Strategy**: Prices are expected to oscillate at a low level, wait and see for arbitrage and options [38] Nickel - **Market Review**: LME nickel rose $70 to $15,020/ton, inventory increased 390 tons to 209,082 tons. Spot premiums of different brands changed [40] - **Important Information**: Jien was registered as an LME delivery brand, Eramet's Indonesian subsidiary had mixed performance, and the Indonesian nickel industry faced challenges [40][42] - **Logic Analysis**: Poor US non - farm data boosted non - ferrous metals prices. Nickel supply and demand both increased slightly in August, and prices were expected to oscillate [42] - **Trading Strategy**: Prices are expected to oscillate widely, wait and see for arbitrage, sell out - of - the - money put options [42][43] Stainless Steel - **Market Review**: The main SS2509 contract fell 45 yuan to 12,820 yuan/ton. Spot prices of cold - rolled and hot - rolled products were given [45] - **Important Information**: Outokumpu's Q2 2025 performance was positive, and it announced a new strategy [46] - **Logic Analysis**: The market traded on the US economic recession expectation, stainless steel production was expected to increase in August, but demand was in the off - season and inventory declined slowly [48] - **Trading Strategy**: Prices are expected to oscillate widely in the short - term, wait and see for arbitrage [48] Industrial Silicon - **Market Review**: Industrial silicon futures fell last week, and spot prices decreased [50] - **Important Information**: The National Development and Reform Commission emphasized market - oriented and legal governance to break "involution" [50] - **Logic Analysis**: As leading manufacturers resumed production, the fundamentals became bearish, and the price was in a negative cycle [51] - **Trading Strategy**: Participate in short - term short positions, consider reverse arbitrage for the 11th and 12th contracts [53] Polysilicon - **Market Review**: Polysilicon futures weakened last week, and spot prices were given [55] - **Important Information**: The Ministry of Industry and Information Technology issued an energy - saving supervision task list for the polysilicon industry [55] - **Logic Analysis**: Polysilicon production is expected to increase in August, there will be an oversupply, and capacity integration is expected to strengthen. Prices may have short - term callbacks but also sudden positives [55] - **Trading Strategy**: Participate lightly during price corrections with strict stop - losses, hold long polysilicon and short industrial silicon positions long - term, and conduct reverse arbitrage for far - month polysilicon contracts [56] Lithium Carbonate - **Market Review**: The main 2509 contract rose 1,080 yuan to 68,920 yuan/ton, and spot prices decreased [58] - **Important Information**: The National Certification and Accreditation Administration issued a new certification rule for lithium - ion batteries, CBA said the worst of the lithium bear market was over, and POSCO made an acquisition offer [59][60] - **Logic Analysis**: Positive factors supported short - term prices, and there may be a gap - up on Monday due to mine disturbance expectations [61] - **Trading Strategy**: Prices are expected to oscillate at a high level, wait and see for arbitrage, sell out - of - the - money put options [61] Tin - **Market Review**: Shanghai tin 2509 rose 0.8% to 266,370 yuan/ton, and spot prices and processing fees were given [63] - **Important Information**: US non - farm payrolls were poor, Fed理事Adriana Kugler resigned, and Indonesia's PTTimah's refined tin production and sales decreased in the first half of the year [63][64] - **Logic Analysis**: Tin prices rebounded after the non - farm data, the supply of tin ore was tight, and demand was in the off - season [65] - **Trading Strategy**: Prices are expected to oscillate weakly, wait and see for options [65]

Group 1 - The revenue composition of Weiling Co., Ltd. for the year 2024 is as follows: non-ferrous metal smelting and rolling processing industry accounts for 92.92%, heavy machinery manufacturing accounts for 6.28%, and others account for 0.8% [1] Group 2 - Weiling Co., Ltd. announced a restricted stock incentive plan on August 4, which will grant a total of 18.5655 million shares to 37 incentive objects, representing 7.66% of the company's total share capital of approximately 242 million shares at the time of the announcement [3] - The grant price for the restricted stock is set at 6.1 yuan per share, allowing the incentive objects to purchase the newly issued A-shares at this price upon meeting the grant conditions, with a maximum validity period of 36 months [3]

（文章来源：每日经济新闻） 威领股份（SZ 002667，收盘价：12.03元）8月4日晚间发布公告称，公司第七届第十一次董事会会议于 2025年8月4日在公司会议室以通讯的方式召开。会议审议了《关于公司及其摘要的议案》等文件。 2024年1至12月份，威领股份的营业收入构成为：有色金属冶炼和压延加工业占比92.92%，重型机器制 造业占比6.28%，其他占比0.8%。 ...

金融界消息 截至2025年8月4日收盘，金田股份（601609）报收于7.85元，上涨0.77%，换手率3.2%，成 交量47.59万手，成交金额3.70亿元。 通过天眼查大数据分析，宁波金田铜业(集团)股份有限公司共对外投资了24家企业，参与招投标项目32 次，知识产权方面有商标信息286条，专利信息420条，此外企业还拥有行政许可49个。 来源：金融界 金田股份最新一期业绩显示，截至2025一季报，公司营业总收入272.85亿元、同比增长9.89%，归属净 利润1.51亿元，同比增长38.55%，扣非净利润1.03亿元，同比减少7.27%，流动比率1.790、速动比率 1.196、资产负债率67.63%。 天眼查商业履历信息显示，宁波金田铜业(集团)股份有限公司，成立于1992年，位于宁波市，是一家以 从事有色金属冶炼和压延加工业为主的企业。企业注册资本148549.7314万人民币，实缴资本121496.9万 人民币。公司法定代表人为楼城。 资金流向方面，今日主力资金净流入3113.71万元，占比成交额8.4%。其中，超大单净流入1567.91万 元、占成交额4.23%，大单净流入1545.79万元、占 ...

Group 1 - The stock price of Tonglian Precision (688210) closed at 38.86 yuan on August 4, 2025, with an increase of 7.35% and a turnover rate of 7.1% [1] - The trading volume was 113,800 hands, with a transaction amount of 419 million yuan [1] - The net inflow of main funds was 30.04 million yuan, accounting for 7.18% of the transaction amount, with significant inflows from large orders [1] Group 2 - For the first quarter of 2025, the company reported total operating revenue of 174 million yuan, a year-on-year increase of 33.93%, while net profit attributable to shareholders was 2.74 million yuan, a decrease of 81.31% [1] - The company's current ratio is 2.071, quick ratio is 1.698, and debt-to-asset ratio is 40.46% [1] - Tonglian Precision was established in 2016 and is primarily engaged in non-ferrous metal smelting and rolling processing [1] Group 3 - The company has made investments in 13 enterprises and has participated in one bidding project [2] - It holds 15 trademark registrations and 48 patents, along with 20 administrative licenses [2]