证券时报记者 司维 10月10日晚间，金岭矿业与道氏技术（维权）率先披露2025年第三季度报告。 三季报显示，金岭矿业今年1—9月实现营业收入12.47亿元，同比增长12.98%；归母净利润为2.20亿元，同比增长 47.09%；毛利率为25.77%，较去年同期17.41%的水平大幅提升；经营活动产生的现金流量净额为2.08亿元，同比 增长130.91%。 同时，三季报显示，道氏技术1—9月实现营业收入60亿元；归母净利润4.15亿元，同比增长182.45%。 从此前金岭矿业披露的半年报来看，对于业绩增长的原因，一方面，主产品铁精粉的销量较去年同期有所增加， 直接带动收入增长；另一方面，公司通过铁矿石提量提质、优化采购渠道等一系列举措，不仅有效降低了原材料 备件采购成本，还同步提升了产品生产效率，最终推动主要产品铁精粉的单位生产成本同比下降。 值得注意的是，报告期内金岭矿业在多个维度积极布局。 从单季度数据来看，金岭矿业今年第三季度实现营业收入4.79亿元，同比增长17.78%；归母净利润为7017万元， 同比增长0.25%。截至2025年9月30日，公司资产负债率为11.92%。 业绩增长的同时，金岭矿业也 ...

10月10日晚间，伴随着山东金岭矿业（000655）股份有限公司(以下简称"金岭矿业")、广东道氏技术 （300409）股份有限公司(以下简称"道氏技术")2025年第三季度报告发布，A股今年首批三季报正式出 炉。 根据公告，金岭矿业今年前三季度实现营业收入12.47亿元，同比增长12.98%；实现归属于上市公司股 东的净利润2.2亿元，同比增长47.09%。 道氏技术今年前三季度实现营业收入60.01亿元，同比下降1.79%；实现归属于上市公司股东的净利润 4.15亿元，同比增长182.45%。其中，道氏技术第三季度营业收入为23.47亿元，同比增长18.84%；归属 于上市公司股东的净利润为1.85亿元，同比增长408.27%。 金岭矿业所属行业为黑色金属矿采选业，产品为钢铁行业的原料，该公司有关负责人对《证券日报》记 者表示，报告期内，公司主产品铁精粉销量增加、铁精粉单位生产成本同比下降及副产品铜精粉量价齐 升，助力公司营业利润和利润总额实现了大幅增长。 今年以来，面对行业挑战，金岭矿业新一届董事会和管理层确立了"三个转变"新发展定位。一是从单纯 的铁矿石生产加工商向综合的矿产资源生产加工和服务商转型； ...

截至2025年10月10日收盘，金岭矿业股价报10.07元／股，总市值约59.95亿元。 新华财经北京10月10日电（罗浩） 金岭矿业披露A股首份2025年三季度报告，该公司2025年前三季度净 利润同比增长12.98%至12.47亿元，前三季度净利润同比增长47.09%至2.20亿元，前三季度扣非后净利 润同比增长46.05%至2.06亿元。 2025年第二季度，金岭矿业的营收同比下降1.14%至4.12亿元，净利润同比增长75.01%至1.01亿元，扣 非后净利润同比增长51.88%至8846万元。 转自：新华财经 金岭矿业同日披露2025年前三季度利润分配方案，拟每10股派发现金股利0.50元（含税），共计派发现 金约2977万元。 从单季度业绩来看，金岭矿业2025年第三季度营收增速有所加快，但净利润和扣非后净利润增速显著放 缓。 金岭矿业2025年第三季度营收同比增长17.78%至4.79亿元，第三季度净利润同比增长0.25%至7017万 元，第三季度扣非后净利润同比增长13.27%至6875万元。 编辑：王媛媛 ...

两市首份三季报出炉：金岭矿业前三季度净利润2.2亿元，同比增长47.09%。 ...

宝地矿业10月9日公告，公司收到股东润华投资、润石投资、中健博仁、金投资管、国有基金和海益投 资发来的减持计划告知函。润华投资拟减持不超过800万股，占公司总股本的1.00%；润石投资拟减持 不超过789.77万股，占公司总股本的0.99%；中健博仁拟减持不超过749.32万股，占公司总股本的 0.94%；金投资管拟减持不超过588.24万股，占公司总股本的0.74%；国有基金拟减持不超过500万股， 占公司总股本的0.63%；海益投资拟减持不超过919.33万股，占公司总股本的1.15%。上述股东拟合计减 持不超5.45%公司股份。 ...

Core Viewpoint - Beijing Jingwei Asset Appraisal Co., Ltd. provided a detailed response to the Shanghai Stock Exchange regarding the asset purchase and fundraising application of Xinjiang Baodi Mining Co., Ltd., showcasing the rigor and professionalism of the evaluation process [1] Evaluation Methods - The evaluation methods used for Baodi Mining's mining rights are in accordance with the "China Mining Rights Evaluation Standards," employing the discounted cash flow method for mining rights and the exploration cost utility method for exploration rights, aligning with industry practices and evaluation standards [2] - The discounted cash flow method was chosen for the mining rights due to the Ziluoyi North Iron Mine being an expanded and productive mine with adequate resource reserves and risk assessment conditions [2] Evaluation Parameters - The evaluation value for the mining rights was determined to be 46,939.36 million yuan, based on technical economic parameters that are comparable and prudent [3] - The assessment of the mining rights renewal process has been confirmed to meet relevant requirements, with no obstacles to renewal, and the evaluation period extends to 2050, which is longer than the mining rights transfer period [3] - The iron concentrate price used in the evaluation was set at 739.45 yuan per ton, based on actual sales prices and market prices, reflecting industry norms [3] Overall Assessment - The evaluation of Baodi Mining's mining and exploration rights adhered strictly to industry standards, considering historical data and comparable cases, demonstrating a high level of reasonableness and prudence, thus providing a solid valuation basis for related transactions [4]

Steel Industry Production Situation - In August 2025, the production of pig iron in China reached 69.793 million tons, a year-on-year increase of 1.0% but a month-on-month decrease of 1.4% [2] - The production of crude steel in August was 77.369 million tons, showing a year-on-year decrease of 0.7% and a month-on-month decrease of 2.9% [2] - The production of steel products in August was 122.765 million tons, a year-on-year increase of 9.7% and a month-on-month decrease of 0.1% [2] National Iron Ore Production Situation - In August, the production of iron ore raw ore was 81.633 million tons, a year-on-year increase of 8.8% but a month-on-month decrease of 5.4% [3] - Cumulative production of iron ore raw ore from January to August was 678.104 million tons, a year-on-year decrease of 4.2% [3] - The production of iron concentrate in August was 23.003 million tons, a year-on-year increase of 3.4% but a month-on-month decrease of 0.5% [3] Iron Ore Import Situation - In August, China imported 105.225 million tons of iron ore, a year-on-year increase of 3.9% and a month-on-month increase of 0.6% [4] - The import value was 975.552 million USD, a year-on-year decrease of 2.7% [4] - The average monthly price was 92.72 USD per ton, a year-on-year decrease of 9.7% [4] Iron Ore Supply and Demand Situation - From January to August, the production of pig iron was 57.907 million tons, a year-on-year decrease of 1.1% [5] - The domestic iron ore raw ore production was 67.810 million tons, a year-on-year decrease of 4.2% [5] - The iron ore import volume was 80.162 million tons, a year-on-year decrease of 1.6% [5] - As of the end of August, the port inventory of imported iron ore was 13.763 million tons, a month-on-month increase of 0.6% but a year-on-year decrease of 10.5% [5] Investment Situation in Black Metal Mining Industry - From January to August, the fixed asset investment in the mining industry increased by 3.0%, with black metal mining investment increasing by 15.6%, exceeding the national mining industry growth by 12.6 percentage points [6] - The cumulative growth rate of private investment in the black metal mining sector was 19.0%, higher than the national average by 1.2 percentage points [6] - Investment willingness and activity in the black metal mining sector remain strong [6] Revenue and Profit Situation in Black Metal Mining Industry - From January to August, the total operating revenue of the mining industry was 3,372.77 billion CNY, a year-on-year decrease of 13.1% [7] - The operating revenue of the black metal mining sector was 305.64 billion CNY, a year-on-year decrease of 12.6% [7] - The total profit of the mining industry was 566.11 billion CNY, a year-on-year decrease of 30.6%, while the black metal mining sector's profit was 29.50 billion CNY, a year-on-year decrease of 30.3% [7]

2016-2025年1-4月黑色金属矿采选业企业数统计图 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 上市公司：中信特钢（000708），河钢股份（000709），中南股份（000717），本钢板材（000761）， 新兴铸管（000778），太钢不锈（000825），鞍钢股份（000898），河钢资源（000923），华菱钢铁 （000932），沙钢股份（002075），包钢股份（600010），宝钢股份（600019） 相关报告：智研咨询发布的《2025-2031年中国黑色金属矿采选业行业市场全景调查及投资前景预测报 告》 2025年1-4月，黑色金属矿采选业企业数（以下数据涉及的企业，均为规模以上工业企业，从2011年 起，规模以上工业企业起点标准由原来的年主营业务收入500万元提高到年主营业务收入2000万元）为 1524个，和上年同期相比，增加了7个，同比 ...

Group 1: Report Industry Investment Rating - No information provided Group 2: Core View of the Report - In August 2025, China's CPI and PPI were flat month - on - month, with prices hovering at low levels. China's overall economic activity is in a moderate state, and the inflation level may continue to hover at a relatively low level for some time [4][14] Group 3: Summary of CPI - related Content CPI Year - on - Year Data - In August, the national consumer price index (CPI) decreased by 0.4% year - on - year, against a market expectation of a 0.2% decline and a previous value of flat. The average CPI from January to August was 0.1% lower than the same period last year. The year - on - year decline in CPI was mainly due to the higher comparison base in the same period last year and the fact that the food price increase in this month was lower than the seasonal level [2][5] - In August, food prices decreased by 4.3% year - on - year, with the decline 2.7 percentage points larger than last month, pulling down the CPI year - on - year by about 0.51 percentage points more than last month. Non - food prices rose by 0.5% year - on - year, up from 0.3% in July. Core CPI rose by 0.9% year - on - year, up from 0.8% in July, with the year - on - year increase expanding for four consecutive months. Consumer goods prices decreased by 1.0% year - on - year, compared with a 0.4% decline in July. Service prices rose by 0.6% year - on - year, up from 0.5% in July [2][5] CPI Month - on - Month Data - In August, CPI was flat month - on - month, compared with a 0.4% increase in the previous month. Food prices rose by 0.5% month - on - month, with the increase about 1.1 percentage points lower than the seasonal level. Non - food prices decreased by 0.1% month - on - month, compared with a 0.5% increase in the previous month. Consumer goods prices rose by 0.1% month - on - month, compared with a 0.2% increase in the previous month. Service prices were flat month - on - month, compared with a 0.6% increase in the previous month. Core CPI was flat month - on - month, compared with a 0.4% increase in July [2][6] CPI Classification Data - In August, food and tobacco prices rose by 0.3% month - on - month, contributing about 0.09 percentage points to the CPI increase. Housing prices were flat month - on - month. Transportation and communication prices decreased by 0.3% month - on - month. Medical care prices rose by 0.3% month - on - month. Education, culture and entertainment prices decreased by 0.1% month - on - month. Clothing prices decreased by 0.1% month - on - month. Daily necessities and services prices decreased by 0.1% month - on - month. Other goods and services were flat month - on - month [7] CPI Trend Prediction - Since August, the wholesale price of agricultural products has risen from the low level in July, but the upward slope is much lower than that in August last year. Agricultural prices are expected to drive the CPI to rise month - on - month in September. From a month - on - month perspective, refined oil prices in September are likely to pull down the CPI [9] Group 4: Summary of PPI - related Content PPI Year - on - Year Data - In August, the national producer price index for industrial products (PPI) decreased by 2.9% year - on - year, in line with market expectations and an improvement from a 3.6% decline in the previous month. The average PPI from January to August was 2.9% lower than the same period last year [3][10] - In August, producer prices for means of production decreased by 3.2% year - on - year, contributing about 2.4 percentage points to the overall decline in industrial producer prices. Producer prices for means of subsistence decreased by 1.7% year - on - year, contributing about 0.45 percentage points to the overall decline in industrial producer prices [3][10][11] PPI Month - on - Month Data - In August, PPI was flat month - on - month, ending seven consecutive months of month - on - month decline. Producer prices for means of production rose by 0.1% month - on - month, contributing about 0.08 percentage points to the overall increase in industrial producer prices. Producer prices for means of subsistence decreased by 0.1% month - on - month, contributing about 0.03 percentage points to the overall decline in industrial producer prices [3][11][12] PPI Industry - specific Data - Industries with large month - on - month price increases in August included coal mining and washing (up 2.8% month - on - month), ferrous metal ore mining (up 2.1% month - on - month), and ferrous metal smelting and rolling processing (up 1.9% month - on - month). Industries with large month - on - month price decreases included oil and gas extraction (down 1.1% month - on - month) and non - metallic mineral products (down 1.0% month - on - month). The automobile manufacturing industry saw a 0.3% month - on - month price decline for two consecutive months, indicating persistent price competition pressure [3][11][12] Group 5: Summary of Other Economic Indicators - In August, the manufacturing purchasing managers' index (PMI) was 49.4%, remaining below the boom - bust line for the fifth consecutive month. The new orders index for the manufacturing PMI was 49.5%, indicating that the market demand in the manufacturing industry was still slightly weak. The service business activity index was 50.5%, and the new orders index for the service industry was 47.7% [4][14]

每经AI快讯，安宁股份（SZ 002978，收盘价：34.02元）9月10日晚间发布公告称，公司近日经过查询 中国证券登记结算有限责任公司，获悉控股股东成都紫东投资有限公司（以下简称"紫东投资"）将所持 有本公司的部分股份进行了质押，本次质押4111万股，占其所持股份比例24.18%。截至本公告日，紫 东投资累计质押股数为4111万股，占其所持股份比例为24.18%。 （记者 王晓波） 2025年1至6月份，安宁股份的营业收入构成为：黑色金属矿采选业占比99.79%，其他业务占比0.21%。 截至发稿，安宁股份市值为161亿元。 每经头条（nbdtoutiao）——"史上最丑"与"丑上最薄"：iPhone 17系列背后的新战事 ...