证券代码：000758 证券简称：中色股份 公告编号：2025-048 中国有色金属建设股份有限公司 本公司及董事会全体成员保证公告内容的真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 中国有色金属建设股份有限公司（以下简称"公司"）2024 年度利润分配 方案已获 2025 年 5 月 16 日召开的 2024 年年度股东大会审议通过，现将权益分 派事宜公告如下： 一、股东大会审议通过权益分派方案情况 年度利润分配预案》。公司 2024 年度利润分配方案为：以 1,992,841,364 股为基 数，向全体股东每 10 股派发现金红利 0.46 元（含税），现金红利分配总额为 分配预案公告披露之日至权益分派实施前，若公司股本由于股份回购、股权激励 行权等原因发生变动，公司将按照"现金分红总额固定不变"的原则调整每股现 金分红金额。具体内容详见公司于 2025 年 4 月 24 日在《中国证券报》《证券时 报》《上海证券报》《证券日报》和巨潮资讯网（www.cninfo.com.cn）上披露的 《关于 2024 年度利润分配预案的公告》（公告编号：2025-022）。 变化，公司已办理完成部分限制性 ...

国际铜夜盘收跌0.07%，沪铜收跌0.01%，沪铝收涨0.05%，沪锌收跌0.18%，沪铅收涨0.06%，沪镍收涨 0.60%，沪锡收涨0.27%。 氧化铝夜盘收涨0.41%。 不锈钢夜盘收涨0.60%。 ...

有色早报 研究中心有色团队 2025/06/18 铜 ： 日期 沪铜现货 升贴水 废精铜 价差 上期所 库存 沪铜 仓单 现货进口 盈利 三月进口 盈利 保税库 premium 提单 premium 伦铜 C-3M LME 库存 LME 注销仓单 2025/06/11 90 1103 107404 33373 -874.85 136.66 38.0 60.0 55.49 119450 70700 2025/06/12 95 990 107404 32785 -642.66 374.84 38.0 60.0 85.51 116850 68125 2025/06/13 50 660 - 36269 -901.68 236.81 38.0 60.0 73.41 114475 63625 2025/06/16 25 570 - 47051 -854.45 266.19 39.0 60.0 95.59 107325 56325 2025/06/17 230 804 - 54541 -1307.92 -170.98 39.0 60.0 122.77 107550 54600 变化 205 234 - 7490 -453. ...

| 产业期现日报 | | | | | | | --- | --- | --- | --- | --- | --- | | 投资咨询业务资格:证监许可 【2011】1292号 2025年6月18日 | | | | 林嘉施 | Z0020770 | | 价格及基差 | | | | | | | 现值 | | 前值 | 日 涨跌 | 日涨跌幅 | 单位 | | SMM 1#电解销 | 119825 | 120725 | -900 | -0.75% | 元/吨 | | 1#金川镇 | 120925 | 121775 | -850 | -0.70% | 元/吨 | | 1#金川镍升贴水 | 2600 | 2500 | 100 | 4.00% | 元/吨 | | 1#进口镇 | 118675 | 119625 | -950 | -0.79% | 元/吨 | | 1#进口镍升贴水 | 350 | 350 | 0 | - | 元/肥 | | LME 0-3 | -204 | -192 | -12 | 6.22% | 美元/吨 | | 期货进口盈亏 | -3303 | -3090 | -213 | 6.89% | 元/吨 | | ...

供应层面看，4月产量季节性回升，5月下旬起钢厂部分被动减产。需求层面，刚需为主。成本方面，镍铁、铬铁价格维 持。库存方面，锡佛两地小幅累库，交易所仓单部分到期去化。基本面整体维持偏弱，需求转淡后现货压力增大，短期 有色早报 研究中心有色团队 2025/06/17 铜 ： 日期 沪铜现货 升贴水 废精铜 价差 上期所 库存 沪铜 仓单 现货进口 盈利 三月进口 盈利 保税库 premium 提单 premium 伦铜 C-3M LME 库存 LME 注销仓单 2025/06/10 90 1043 107404 33746 -1195.14 161.13 43.0 66.0 84.10 120400 71725 2025/06/11 90 1103 107404 33373 -874.85 136.66 38.0 60.0 55.49 119450 70700 2025/06/12 95 990 107404 32785 -642.66 374.84 38.0 60.0 85.51 116850 68125 2025/06/13 50 660 - 36269 -901.68 236.81 38.0 60.0 73 ...

1. Report Industry Investment Rating - No relevant content provided 2. Core Views of the Report - **Copper**: Overnight LME copper trended strongly with a 0.49% increase to $9,695/ton, and SHFE copper rose 0.45% to 78,450 yuan/ton. The market is more concerned about the Israel-Iran conflict. In China, May economic data was mixed. LME copper inventory decreased by 7,150 tons, Comex increased by 1,193 tons, and domestic social inventory rose by 0.29 million tons. With the off - season, downstream demand is cautious. The conflict may increase concerns about demand. Considering LME's de - stocking and potential exports, a short - term oscillatory pattern is expected, with a focus on the 78,000 - 80,000 yuan/ton range [1]. - **Aluminum**: Alumina trended strongly, with AO2509 closing at 2,852 yuan/ton (0.18% increase), while Shanghai aluminum trended weakly, with AL2507 at 20,385 yuan/ton (0.02% decrease). Aluminum alloy trended strongly. Domestic alumina plants are resuming production, and the demand structure of electrolytic aluminum is further differentiated. The inventory of rods and ingots shows different trends, and the high - premium pattern of spot is hard to sustain. Pay attention to the convergence opportunity of the spread between AD and AL [1][2]. - **Nickel**: LME nickel fell 0.3% to $15,065/ton, and SHFE nickel dropped 0.48% to 119,100 yuan/ton. LME inventory increased by 126 tons, and domestic SHFE warehouse receipts decreased by 21,041 tons. Nickel ore prices remained strong, and stainless steel production was cut in China and Indonesia, but inventory is still accumulating. In the new energy sector, prices are stable, and there is no significant new demand in June. In the short - term, focus on nickel ore premium and primary nickel inventory, and the medium - term fundamentals may be bearish [2]. 3. Summary by Relevant Catalogs 3.1 Daily Data Monitoring - **Copper**: On June 16, 2025, the price of flat - water copper was 78,610 yuan/ton, down 305 yuan from June 13. LME registered + cancelled inventory decreased by 7,150 tons, and Comex inventory increased by 1,898 tons. The active contract's import loss widened by 100 yuan [4]. - **Lead**: The average price of 1 lead on June 16 was 16,840 yuan/ton, down 10 yuan. LME registered + cancelled inventory decreased by 1,500 tons, and the active contract's import loss increased by 30 yuan [4]. - **Aluminum**: On June 16, the Wuxi and Nanhai quotes decreased, and the spot premium changed from - 210 yuan/ton to - 10 yuan/ton. LME registered + cancelled inventory decreased by 2,025 tons, and alumina social inventory decreased by 0.6 million tons [5]. - **Nickel**: On June 16, the price of Jinchuan nickel decreased by 875 yuan/ton. LME registered + cancelled inventory increased by 5,412 tons, and the active contract's import loss increased by 360 yuan [5]. - **Zinc**: The main settlement price on June 16 was 21,800 yuan/ton, down 0.7%. LME S3 remained unchanged. The domestic spot premium decreased by 20 yuan/ton. The active contract's import loss changed from - 614 yuan to 0 yuan [6]. - **Tin**: The main settlement price on June 16 was 264,530 yuan/ton, up 0.1%. LME S3 decreased by 2.1%. The active contract's import loss changed from - 17,631 yuan to 0 yuan [6]. 3.2 Chart Analysis - **Spot Premium**: Charts show the historical trends of spot premiums for copper, aluminum, nickel, zinc, lead, and tin from 2019 - 2025 [8][10][11]. - **SHFE Near - Far Month Spread**: Charts display the historical trends of the near - far month spreads for copper, aluminum, nickel, zinc, lead, and tin from 2020 - 2025 [15][20][21]. - **LME Inventory**: Charts present the historical trends of LME inventories for copper, aluminum, nickel, zinc, lead, and tin from 2019 - 2025 [22][24][26]. - **SHFE Inventory**: Charts show the historical trends of SHFE inventories for copper, aluminum, nickel, zinc, lead, and tin from 2019 - 2025 [29][31][33]. - **Social Inventory**: Charts illustrate the historical trends of social inventories for copper, aluminum, nickel, zinc, stainless steel, and 300 - series from 2019 - 2025 [35][37][39]. - **Smelting Profit**: Charts display the historical trends of copper concentrate index, rough copper processing fee, aluminum smelting profit, nickel - iron smelting cost, zinc smelting profit, and stainless steel 304 smelting profit margin from 2019 - 2025 [42][44][46]. 3.3 Team Introduction - The research team consists of Zhan Dapeng, Wang Heng, and Zhu Xi. Zhan Dapeng is the director of non - ferrous research at Everbright Futures Research Institute, with over a decade of experience. Wang Heng focuses on aluminum and silicon research, and Zhu Xi focuses on lithium and nickel research, both providing in - depth reports and policy interpretations [49][50].

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：2025－046 债券代码：124024 债券简称：铜陵定02 铜陵有色金属集团股份有限公司 2024年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、完整，没有虚假记载、误导性陈述或重大遗 漏。 特别提示： （一）截至本公告刊登之日，铜陵有色金属集团股份有限公司（以下简称"公司"）回购专用证券账户持 股数量为29,505,500股，根据《中华人民共和国公司法》《深圳证券交易所上市公司自律监管指引第9号 一一回购股份》等相关规定，该部分股票不参与此次利润分配。公司根据"按照每股分配金额不变的原 则对分配总额进行调整"，以公司现有总股本12,794,132,824.00剔除已回购股份29,505,500.00股后的 12,764,627,324.00股为基数，向全体股东每10股派1.000000元人民币（含税），不送红股，不以公积金 转增股本。 （二）因公司回购专户的股份不参与2024年年度权益分派，本次实际现金分红的总金额=实际参与分配 的总股本*分配比例，即12,764,627, ...

有色早报 研究中心有色团队 2025/06/16 铜 ： 日期 沪铜现货 升贴水 废精铜 价差 上期所 库存 沪铜 仓单 现货进口 盈利 三月进口 盈利 保税库 premium 提单 premium 伦铜 C-3M LME 库存 LME 注销仓单 2025/06/09 70 944 107404 34242 -1215.58 217.42 43.0 66.0 95.78 122400 67800 2025/06/10 90 1043 107404 33746 -1195.14 161.13 43.0 66.0 84.10 120400 71725 2025/06/11 90 1103 107404 33373 -874.85 136.66 38.0 60.0 55.49 119450 70700 2025/06/12 95 990 107404 32785 -642.66 374.84 38.0 60.0 85.51 116850 68125 2025/06/13 50 660 - 36269 -901.68 236.81 38.0 60.0 73.41 114475 63625 变化 -45 -330 - ...

Group 1 - The core viewpoint emphasizes the importance of investor relations management as a bridge between listed companies and investors, enhancing corporate governance, market transparency, and protecting investor rights, which is crucial for high-quality development [1] - On June 13, China Nonferrous Metal Industry's Foreign Engineering and Construction Co., Ltd. (中色股份) was awarded the "Excellent Investor Relations Management Team Award" at the 16th China Listed Companies Investor Relations Management Forum, recognizing its efforts in this area over the past year [1][5] - The company has established a systematic investor relations framework, deepened value transmission, and optimized market capitalization management, significantly improving governance effectiveness and market transparency [1][5] Group 2 - In 2024, the company aims to improve the quality of listed companies as its core goal, implementing investor relations work as a key focus area through institutional foundation, decision-making efficiency, team support, and enhanced communication [2] - The company has revised its "Investor Relations Management System" and "Investor Relations Activity Workflow," establishing a comprehensive management system that ensures standardized operations [2] - The company has strengthened its team capabilities, improved information disclosure quality, and effectively communicated its strategic planning and business philosophy to enhance investor confidence [2] Group 3 - The company emphasizes transparent communication and precise interaction to stabilize market expectations, utilizing strategic seminars and regular reports to reinforce strategic transmission [3] - It has achieved breakthroughs in broker research reports and improved response times on the interactive platform, addressing 111 inquiries and establishing a multi-channel communication network [3] - The company has released its first bilingual ESG report, showcasing achievements in green mining, which has increased recognition among domestic and international investors [3] Group 4 - The company is implementing multiple measures for market capitalization management, including a stock incentive plan for 216 core employees, leading to significant increases in net profit growth rate and return on equity [4] - China Nonferrous Group has increased its holdings in the company by 39.86 million shares, amounting to approximately RMB 198 million, reflecting confidence in the company's future development [4] - The company announced a cash dividend of RMB 0.46 per 10 shares, totaling RMB 91.67 million, and disclosed action plans for quality and value enhancement, demonstrating its commitment to returning value to investors [4] Group 5 - The award received highlights the effectiveness and innovation of the company's investor relations work, with the "Tianma Award" being a recognized industry accolade that emphasizes investor protection and two-way interaction [5] - The company plans to continue focusing on systematic thinking, quality improvement, and sustained efforts in governance, value transmission, and investor communication to create greater value for shareholders [5]

锌产业链周度报告 国泰君安期货研究所 有色及贵金属 莫骁雄 投资咨询从业资格号：Z0019413 日期：2025年6月15日 Guotai Junan Futures all rights reserved, please do not reprint Special report on Guotai Junan Futures 锌：过剩或逐步显性化，价格承压 强弱分析：偏弱 冶炼利润较为充裕 ◆ 供应端如期放量。随着锌精矿的放量兑现，炼厂及港口锌精矿库存处在相对充裕的位 置，且目前炼厂加白银及硫酸的利润约700元/吨。国内炼厂集中检修后带来增量，叠 加炼厂搬迁、新建项目投产，供应压力增加，过剩逻辑或将显性化，体现在社会库存 累积之上。 ◆ 消费端迈入传统淡季，下游补库空间整体承压。终端内需消费迈入淡季，下游开工率 存在下调趋势。同时，在此前价格大幅下跌时部分下游企业原料库存已经补库值相对 高位，限制补库空间。周内价格小幅下调，仅刺激部分下游逢低采购，对需求的拉动 程度亦相对有限。 ◆ 锌矿供应增量传导至冶炼端供应压力增加的逻辑依然适用，炼厂增量，而需求端步入 淡季，价格偏弱运行，中期空头持有。不过，今年年内 ...