3.第三季度财务会计报告是否经过审计 □是 R否 一、主要财务数据 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000655 证券简称：金岭矿业 公告编号：2025-040 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。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、 误导性陈述或重大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息 的真实、准确、完整。 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 R否 注：上年同期基本每股收益、稀释每股收益保留了三位小数，本次同比增减的计算均按照保留四位小数 计算。 （二） 非经常性损益项目和金额 R适用 □不适用 单位：元 其他符合非经常性损益定义的损益项目的具体情况： R适用 □不适用 其他符合非经常性损益定义的损益项目为个人所得税手续费返还。 将《公开发行证券的公司信息披露解释性公告第1号——非经常性损益》中列举的非经常性损益 ...

北京商报讯（记者 马换换 实习记者 李佳雪）10月10日晚间，金岭矿业（000655）（000655）发布2025 年三季报，也系沪深两市2025年首份三季报。财报显示，今年前三季度，金岭矿业实现营业收入约 12.47亿元，同比增长12.98%；对应实现归属净利润约2.2亿元，同比增长47.09%。 同日晚间，金岭矿业披露2025年前三季度利润分配方案显示，以公司当前总股本5.95亿股为基数，向截 至分红派息公告确定的股权登记日登记在册的全体股东按每10股派发现金股利0.5元（含税），共计派 发现金约2976.7万元。 ...

格隆汇10月10日丨金岭矿业(000655.SZ)公布，根据《公司法》《深圳证券交易所股票上市规则》《公 司章程》等相关规定，2025年前三季度利润分配方案如下：以公司当前总股本595,340,230股为基数，向 截至分红派息公告确定的股权登记日登记在册的全体股东按每10股派发现金股利0.50元（含税），共计 派发现金29,767,011.50元。本次利润分配不送红股，不以资本公积金转增股本。 ...

1. Report Industry Investment Rating No relevant content provided. 2. Core Views of the Report - The precious metals market is expected to remain in a high - level and strong - side oscillation in the short term due to market uncertainties and supply - demand tensions, despite recent price corrections caused by factors such as the cease - fire in Gaza and the rise of the US dollar [1][2] - The copper market shows tight supply at the mine end and weakening terminal consumption. Copper prices may need to consolidate after reaching the pressure level, and a low - buying approach is recommended [5][7] - Alumina is in an oversupply situation, and its price is expected to be in a low - level oscillation until large - scale production cuts occur [14] - Cast aluminum alloy prices are expected to be strong along with aluminum prices, supported by cost factors [18][19] - Aluminum prices are likely to maintain an upward trend due to the influence of interest - rate cut expectations and the overall strength of the non - ferrous metal sector, despite short - term seasonal inventory accumulation [26] - Zinc prices may be supported by overseas inventory reduction but could face downward pressure if there is large - scale LME warehousing. Short - term prices may be strong, but selling on rallies is advisable [29][30] - Lead prices may rise in the short term due to inventory reduction but could fall back later as supply is expected to increase while consumption shows no significant improvement [35][36] - Nickel prices are expected to oscillate within a range determined by supply surplus and cost support, following the rhythm of macro - sentiment [38][40] - Stainless steel prices are likely to oscillate widely, with overseas policy relaxation potentially boosting exports and domestic demand remaining stable [43][45] - Industrial silicon prices may oscillate within a certain range. There may be a slight surplus in November, which could limit price increases [48][50] - Polysilicon prices may face downward pressure from supply - demand imbalances in October but could see price increases due to potential capacity integration. Low - buying after sufficient corrections is recommended [52] - Lithium carbonate prices are expected to maintain an oscillating pattern as both upward and downward driving forces are limited [56][58] - Tin prices are expected to oscillate at a high level in the short term, and the progress of mine resumption in Myanmar should be monitored [60][64] 3. Summary by Related Catalogs Precious Metals Market Review - London gold closed down 1.6% at $3976.28 per ounce, London silver closed up 0.66% at $49.205 per ounce. Shanghai gold and silver futures also showed corresponding price changes [1] - The US dollar index rose 0.63% to 99.538, the 10 - year US Treasury yield was at 4.144%, and the RMB exchange rate against the US dollar fell 0.14% to 7.1309 [1] Important资讯 - The US government is expected to release the CPI report during the shutdown. Fed officials have different views on interest - rate cuts. The first - stage Gaza cease - fire agreement has taken effect, and the Congo (Kinshasa) central bank plans to build gold reserves [1] Logic Analysis - The cease - fire in Gaza led to profit - taking in gold, and the rise of the US dollar pressured precious metals. However, market uncertainties and supply - demand tensions in silver support precious metals to oscillate strongly at high levels [2] Trading Strategy - For single - side trading, a low - buying approach is recommended. For arbitrage, stay on the sidelines. Buy deep - out - of - the - money call options on silver [3] Copper Market Review - Shanghai copper 2511 contract closed at 86,650 yuan per ton, up 0.86%. LME copper closed at $10,776.5 per ton, up 0.71%. LME and COMEX inventories increased [5] Important资讯 - Fed officials have different views on interest - rate cuts. Zambia plans to increase copper production, and some mines have production adjustments [5][6] Logic Analysis - Mine supply is tight, and terminal consumption is weak. The market expects copper prices to need consolidation after reaching the pressure level [7] Trading Strategy - For single - side trading, buy on dips cautiously. Hold long - short arbitrage across markets and consider long - short arbitrage across periods after domestic inventory decline. Stay on the sidelines for options [7][8] Alumina Market Review - Alumina 2601 contract fell 8 yuan to 2,875 yuan per ton. Spot prices in different regions showed declines [10][12] Important资讯 - An electrolytic aluminum plant in Xinjiang tendered for alumina, and the winning price decreased. Alumina inventory increased, and there is a monthly supply surplus. Production costs and profits have changed [12][13] Logic Analysis - Alumina supply is increasing, resulting in an oversupply situation. Prices are expected to oscillate at low levels until large - scale production cuts [14] Trading Strategy - Alumina prices are expected to be weak. Stay on the sidelines for arbitrage and options [15] Cast Aluminum Alloy Market Review - The night - session casting aluminum alloy 2511 contract rose 65 yuan to 20,550 yuan per ton. Spot prices were stable [18] Important资讯 - The SHFE aluminum alloy warehouse receipts increased, and most aluminum die - casting enterprises had extended holidays [18] Logic Analysis - The high price of scrap aluminum and cost factors support the price of cast aluminum alloy [19] Trading Strategy - Cast aluminum alloy prices are expected to be strong. Stay on the sidelines for arbitrage and options [20] Electrolytic Aluminum Market Review - The night - session Shanghai aluminum 2511 contract rose 95 yuan to 21,100 yuan per ton. Spot prices in different regions increased [22][25] Important资讯 - The US government is in a shutdown, and Fed officials have differences in interest - rate cut views. Production costs decreased, and inventory increased [25][26] Logic Analysis - Aluminum prices are rising due to interest - rate cut expectations and sector strength. Short - term inventory accumulation has limited impact on prices [26] Trading Strategy - Adopt a long - position approach for aluminum prices. Stay on the sidelines for arbitrage and options [27][28] Zinc Market Review - LME zinc rose 0.63% to $3,014 per ton, Shanghai zinc 2511 rose 0.61% to 22,335 yuan per ton. Spot market trading was mainly among traders [29] Important资讯 - Domestic zinc inventory increased, and a mine in Congo (Kinshasa) increased production [29] Logic Analysis - Overseas inventory reduction supports zinc prices, but potential LME warehousing could lead to price drops [30] Trading Strategy - Zinc prices may be strong in the short term, but sell on rallies. Stay on the sidelines for arbitrage. Sell out - of - the - money call options [31] Lead Market Review - LME lead rose 0.75% to $2,020.5 per ton, Shanghai lead 2511 rose 0.44% to 17,115 yuan per ton. Spot market trading was light [34] Important资讯 - Lead inventory decreased, and a lead - zinc mine's production resumption was postponed [35] Logic Analysis - The lead market has tight raw - material supply, potential production changes at smelters, and weak consumption [35][36] Trading Strategy - Lead prices may rise and then fall. Stay on the sidelines for arbitrage. Sell out - of - the money call options [36][37] Nickel Market Review - LME nickel rose to $15,485 per ton, and Shanghai nickel rose to 123,620 yuan per ton. Spot premiums showed some changes [38] Important资讯 - A nickel mine in Indonesia plans to start production, and Indonesia has introduced a new mining - license policy. There are export controls on lithium - battery - related products [38] Logic Analysis - Nickel prices are affected by factors such as inventory increase, export controls, and market sentiment, and are expected to oscillate within a range [38][40] Trading Strategy - Nickel prices are expected to oscillate widely. Stay on the sidelines for arbitrage and options [41] Stainless Steel Market Review - The stainless - steel main contract rose to 12,845 yuan per ton. Spot prices were in a certain range [43] Important资讯 - India relaxed import - certification requirements, a typhoon affected some processing enterprises, and Indonesia won an anti - dumping lawsuit [43] Logic Analysis - Overseas policy relaxation may boost exports, and domestic demand is stable. Prices are expected to oscillate widely [45] Trading Strategy - Stainless - steel prices are expected to oscillate widely. Stay on the sidelines for arbitrage [46] Industrial Silicon Market Review - Industrial silicon futures fell 0.29% to 8,640 yuan per ton. Spot prices were stable [48] Important资讯 - The government issued a notice on price management. Some silicon plants had production adjustments [48] Logic Analysis - There may be a slight surplus in November, and prices are expected to oscillate within a range [48][50] Trading Strategy - Trade within the range for single - side trading. Stay on the sidelines for options and arbitrage [50] Polysilicon Market Review - Polysilicon futures closed flat at 50,765 yuan per ton. Spot prices were stable [52] Important资讯 - The government issued a notice on price management. Polysilicon production and demand changed [52] Logic Analysis - Supply - demand imbalances in October may lead to price pressure, but capacity integration may push up prices. Buying at low levels after corrections is advisable [52] Trading Strategy - Buy after sufficient corrections for single - side trading. Hold reverse arbitrage for 2511 and 2512 contracts. Buy both out - of - the - money call and put options [54] Lithium Carbonate Market Review - Lithium carbonate 2511 contract rose to 73,340 yuan per ton. Spot prices were stable [56] Important资讯 - A company obtained mining rights, there were export controls, and some lithium - related projects had developments [56] Logic Analysis - Production increased slightly, inventory decreased, and prices are expected to oscillate [58] Trading Strategy - Lithium carbonate prices are expected to oscillate widely. Stay on the sidelines for arbitrage and options [58] Tin Market Review - Shanghai tin 2511 contract rose 0.82% to 287,400 yuan per ton. Spot prices increased, but market activity was low [60] Important资讯 - Fed - related news, and Indonesia adjusted its tin - trading system and carried out industry governance [60][62] Logic Analysis - The supply of tin mines is tight, and demand is weak. Pay attention to mine resumption and consumption recovery [63] Trading Strategy - Tin prices are expected to oscillate at a high level in the short term. Monitor the resumption of mines in Myanmar [64]

( 图片来源：《澳华财经在线》) 【财经要闻及评论】 IMARC 2025 全球矿业盛会本月将于悉尼盛大启幕 五大洲部长级阵容齐聚 聚焦能源转型与投资新机遇 作者：ACB News 澳村牛哥（David Niu） 在能源转型与供应链重塑的关键周期中，IMARC 2025 的意义早已超越矿业本身。它所折射的是全球资 本、资源与技术力量的新一轮重组与竞合。 悉尼国际会议中心的聚光灯下，全球矿业的格局与合作趋势正在被重新定义。 与此同时，中澳新能源领域的合作，以及融合了关键矿产资源优势和坚定的减排目标的澳大利亚，向 其"未来超级资源强国"的梦想迈进的路径，也更为清晰。 新南威尔士州财政与自然资源部长 Courtney Houssos 亦将出席相关环节，介绍新州在能源安全、基础设 施建设及制造业复兴方面的最新举措。 这一高规格的政府阵容，凸显了澳大利亚在全球关键矿产与清洁能源供应链体系中不断提升的战略地 位。 IMARC首席运营官Anita Richards表示： 来自全球五大洲的能源与矿业部长、央行代表、国际投资机构及产业领袖将于2025年10月21日至23日齐 聚澳大利亚悉尼，出席2025国际矿业与资源大会暨博览 ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问贵司的钒钛磁铁矿除了主要伴生的小金属钒和钛 外，伴生的钴、镍、铬和镓份量每年分别是多少吨？其次钴、镍、铬和镓小金属贵公司是如何利用和发 挥其价值的？ 安宁股份（002978.SZ）10月10日在投资者互动平台表示，目前公司产品为钛精矿和钒钛铁精矿，对于 伴生的钴、镍、铬、镓等金属的提取暂无计划。 ...

Major Events - Delixi Co., Ltd. is planning a change in control, with stock suspension starting from October 9, 2025, for up to two trading days [1] - Sichuan Gold has won the exploration rights for the Kugez—Juebei gold mine in Xinjiang for 510 million yuan, indicating significant mining potential in a key mineral belt [1] - *ST Gaohong received a notice of termination of listing due to stock prices being below 1 yuan for 20 consecutive trading days [2] - Baili Tianheng's innovative drug BL-ARC001 has received clinical trial approval for treating advanced solid tumors, marking a significant advancement in targeted therapy [3] - Xingye Silver Tin's stock price fluctuation is attributed to significant recent price changes in its main products, silver and tin [3] Performance Overview - BAIC Blue Valley's subsidiary reported a 30.15% year-on-year increase in September sales, totaling 20,539 vehicles [4] - Seres achieved a 19.44% year-on-year increase in September sales, reaching 44,700 new energy vehicles [4] - BYD's September sales of new energy vehicles decreased by 5.52% year-on-year, totaling 396,300 vehicles, with exports of 71,256 vehicles [5] - Chipone Technology expects Q3 revenue of 1.284 billion yuan, a 119.74% increase from the previous quarter and a 78.77% increase year-on-year [5] - Yonghe Holdings anticipates a net profit increase of 448% to 507% for Q3, with projected profits of 456 million to 476 million yuan for the first three quarters [5] Major Contracts - Xinjiang Jiaojian has been awarded a 483 million yuan highway construction project [6] - Longquan Co. is a candidate for a project worth 50.76 million yuan, expected to positively impact revenue and profit [7] - Runjian Co. has secured a design and construction contract for a land-based wind power project valued at 1.753 billion yuan [8] - Innovent Biologics has signed a licensing agreement with Zenas BioPharma for the drug Obrutinib and two preclinical assets, with a total deal value exceeding 2 billion USD [8] Shareholding Changes - Huaxing Yuanchuang announced plans for its employee shareholding platforms to reduce their holdings by up to 0.9% of the company's total shares [9][10]

智通财经APP获悉，力勤资源(02245)涨超5%，高见26.46港元再创上市新高。截至发稿，涨5.2%，报 26.3港元，成交额9599.46万港元。 消息面上，行业媒体报道，9月29日，国内钴市迎来爆发式上涨，长江现货1#钴均价报337000元/吨，较 前一交易日大幅攀升29000元，创下今年来最大单日涨幅。华创证券认为，刚果金政府禁令+配额政策 加剧钴原料紧缺氛围，钴价或加速上行。从2025年内配额1.8万吨，考虑刚果金运输需要时间，年内原 料面临空窗期，叠加旺季来临需求去库+冶炼厂补库，原料短缺加剧，钴价上涨确定性强。 民生证券近期研报指出，国内原料短缺加剧，长期来看，刚果金政府挺价态度坚决，未来大概率实行配 额制，供给收缩或为大概率事件，钴价中枢上移明确。公司湿法镍产能位于印尼，销量不受刚果金出口 限制影响，完全受益于钴价上涨。叠加新增产能释放及成本优势，公司成长性显著。 ...

Core Insights - The report highlights the robust growth and diversification of the cultural and tourism industry, with the cultural industry expected to achieve a revenue of 19.14 trillion yuan in 2024, a 37.7% increase from 2020 [3] - The report emphasizes the strategic partnerships and expansions in the mining sector, particularly focusing on the lithium, cesium, and copper resources, which are expected to enhance the company's growth potential [6][7][9] - The semiconductor testing sector is experiencing rapid growth, with significant orders and revenue increases, indicating a strong market demand for advanced testing equipment [14][18] Economic Policies and Developments - The National Development and Reform Commission announced a new policy tool with a total scale of 500 billion yuan to support project capital, particularly in AI and smart terminal applications [2] - The Ministry of Industry and Information Technology has granted satellite mobile communication licenses to major telecom operators, enhancing communication capabilities in remote areas [2] - The Ministry of Culture and Tourism reported a significant recovery in the tourism sector, with domestic travel and spending showing high growth rates post-pandemic [3] Company-Specific Developments - Zhongwei Co. signed a strategic cooperation framework agreement with Xiamen Tungsten New Energy Materials, focusing on key battery materials for emerging sectors [5] - Huayou Cobalt's subsidiary signed a supply agreement with LGES for a total of approximately 76,000 tons of ternary precursor products from 2026 to 2030 [5] - The report indicates that the company has successfully acquired significant mining rights in Zambia and Namibia, enhancing its resource base and production capabilities [8][9] Industry Trends - The report notes a shift in the highway sector towards high dividend stocks, with several companies experiencing significant stock price adjustments, making them attractive for investors seeking stable returns [21][22] - The semiconductor testing equipment market is expanding rapidly, driven by demand from the AI and storage sectors, with the company achieving substantial revenue growth in this area [14][15][18] - The mining industry is diversifying into multi-metal resources, with a focus on copper and other metals, which are expected to provide new growth avenues for the company [9][10]

Core Viewpoint - China Minmetals Corporation emphasizes "resources" as its primary strategy and aims for high-end, intelligent, and green development through technological innovation [1][2][4] Group 1: Company Overview - China Minmetals, established in 1950, is a state-owned enterprise directly managed by the central government, focusing on metal minerals and has developed a full industry chain including exploration, construction, operation, processing, trade, logistics, R&D, and financial capital [2] - As of mid-2025, China Minmetals has total assets of nearly 1.5 trillion yuan and reported revenue of 381.1 billion yuan [2] Group 2: Resource Development and Supply Chain - The company is enhancing its resource security capabilities, with significant increases in resources for copper, lead-zinc, nickel, cobalt, tungsten, tin, and antimony expected in 2024 [2] - China Minmetals has formed the China Salt Lake Group with Qinghai Province to accelerate the construction of a world-class salt lake industry base [2] Group 3: Technological Innovation and Industry Upgrading - The company is leveraging its national-level R&D platforms to foster strategic emerging industries in areas such as metal materials, special materials, equipment manufacturing, digital economy, and energy conservation [4] - China Minmetals has 10 national-level champion enterprises, 20 specialized "little giant" enterprises, and 14 "double hundred" enterprises [4] Group 4: Investment and Shareholder Relations - The company is committed to enhancing the value of its listed companies and optimizing investor return mechanisms, including sustainable profit distribution policies and encouraging cash dividends [6] - China Minmetals plans to improve investor relations management through various activities such as roadshows and open days to enhance communication and transparency [6] Group 5: Specific Company Initiatives - Minmetals Resources, a flagship platform for overseas base metal development, holds significant copper and zinc resources and is optimistic about exploration and resource expansion [3] - The Las Bambas copper mine is expected to produce 400,000 tons of copper in 2025, positioning it as Peru's largest copper mine and among the top ten globally [3]