资金流向方面，主力资金净流入211.15万元，特大单买入225.43万元，占比3.05%，卖出0.00元，占比 0.00%；大单买入750.77万元，占比10.16%，卖出765.05万元，占比10.36%。 10月24日，云南锗业盘中上涨2.14%，截至09:39，报26.22元/股，成交7387.11万元，换手率0.43%，总 市值171.25亿元。 云南锗业今年以来股价涨38.95%，近5个交易日跌2.24%，近20日跌5.85%，近60日涨21.39%。 机构持仓方面，截止2025年6月30日，云南锗业十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股583.58万股，相比上期增加238.10万股。南方中证1000ETF（512100）位居第五大流通股 东，持股482.81万股，相比上期增加91.70万股。华夏中证1000ETF（159845）位居第八大流通股东，持 股284.49万股，为新进股东。 责任编辑：小浪快报 云南锗业所属申万行业为：有色金属-小金属-其他小金属。所属概念板块包括：中盘、专精特新、航天 军工、华为概念、华为海思等。 截至10月20日，云南锗业股东户数10.95万， ...

云南锗业今年以来股价涨39.27%，近5个交易日跌14.20%，近20日跌11.69%，近60日涨29.01%。 10月20日，云南锗业盘中下跌2.01%，截至14:17，报26.28元/股，成交4.91亿元，换手率2.81%，总市值 171.64亿元。 资金流向方面，主力资金净流出3935.40万元，特大单买入2602.69万元，占比5.30%，卖出3436.38万 元，占比7.00%；大单买入1.04亿元，占比21.17%，卖出1.35亿元，占比27.49%。 责任编辑：小浪快报 今年以来云南锗业已经2次登上龙虎榜，最近一次登上龙虎榜为8月20日。 截至10月10日，云南锗业股东户数10.60万，较上期减少5.10%；人均流通股6162股，较上期增加 5.38%。2025年1月-6月，云南锗业实现营业收入5.29亿元，同比增长52.10%；归母净利润2214.98万元， 同比增长339.60%。 分红方面，云南锗业A股上市后累计派现1.79亿元。近三年，累计派现3265.60万元。 机构持仓方面，截止2025年6月30日，云南锗业十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股583.58万 ...

Core Points - Yunnan Ge Industry experienced a decline of 5.03% on October 14, with a stock price of 29.09 CNY per share and a trading volume of 1.591 billion CNY, resulting in a total market capitalization of 18.999 billion CNY [1] Company Overview - Yunnan Lincang Xinyuan Ge Industry Co., Ltd. was established on August 19, 1998, and listed on June 8, 2010. The company specializes in the mining, smelting, and processing of germanium, with main products including zone-refined germanium ingots, infrared-grade germanium single crystals, and germanium lenses [1] - The primary application areas for the company's main products are infrared optics and solar cells. The revenue composition of the main business includes: material-grade germanium products (29.26%), photovoltaic-grade germanium products (23.34%), optical fiber-grade germanium products (21.98%), infrared-grade germanium products (12.45%), compound semiconductor materials (10.54%), and others (2.44%) [1] Shareholder Information - Among the top circulating shareholders of Yunnan Ge Industry, a fund under Southern Fund holds a significant position. The Southern CSI 1000 ETF (512100) increased its holdings by 917,000 shares in the second quarter, totaling 4.8281 million shares, which accounts for 0.74% of the circulating shares. The estimated floating loss today is approximately 7.4353 million CNY [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 64.953 billion CNY. Year-to-date returns are 27.62%, ranking 1969 out of 4220 in its category; over the past year, returns are 40.32%, ranking 1346 out of 3857; and since inception, returns are 12.94% [2]

Group 1 - Yunnan Ge Industry's stock increased by 5.09%, reaching 29.91 CNY per share, with a trading volume of 833 million CNY and a turnover rate of 4.47%, resulting in a total market capitalization of 19.535 billion CNY [1] - The company, established on August 19, 1998, and listed on June 8, 2010, specializes in germanium mining, smelting, purification, and deep processing, with main products including zone-refined germanium ingots and infrared-grade germanium single crystals [1] - The revenue composition of the company's main products includes material-grade germanium products (29.26%), photovoltaic-grade germanium products (23.34%), optical fiber-grade germanium products (21.98%), infrared-grade germanium products (12.45%), compound semiconductor materials (10.54%), and others (2.44%) [1] Group 2 - Huaxia Fund's Huaxia CSI 1000 ETF (159845) entered the top ten circulating shareholders of Yunnan Ge Industry in the second quarter, holding 2.8449 million shares, which is 0.44% of the circulating shares, with an estimated floating profit of approximately 4.1252 million CNY [2] - The Huaxia CSI 1000 ETF was established on March 18, 2021, with a latest scale of 38.227 billion CNY, achieving a year-to-date return of 27.78% and a one-year return of 34.64% [2]

Core Viewpoint - Yunnan Ge Industry has shown significant stock performance with a year-to-date increase of 54.37%, indicating strong market interest and potential growth in the sector [1][2]. Company Overview - Yunnan Ge Industry, established on August 19, 1998, and listed on June 8, 2010, is located in Kunming, Yunnan Province. The company specializes in the mining, refining, and processing of germanium, with key products including zone-refined germanium ingots and infrared-grade germanium single crystals [2]. - The company's revenue composition includes material-grade germanium products (29.26%), photovoltaic-grade germanium products (23.34%), optical fiber-grade germanium products (21.98%), infrared-grade germanium products (12.45%), compound semiconductor materials (10.54%), and others (2.44%) [2]. Financial Performance - For the first half of 2025, Yunnan Ge Industry reported a revenue of 529 million yuan, representing a year-on-year growth of 52.10%. The net profit attributable to shareholders was approximately 22.15 million yuan, showing a substantial increase of 339.60% compared to the previous year [2]. - The company has distributed a total of 179 million yuan in dividends since its A-share listing, with 32.66 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, Yunnan Ge Industry had 111,700 shareholders, a decrease of 6.67% from the previous period. The average number of circulating shares per shareholder increased by 7.15% to 5,848 shares [2]. - Notable institutional shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 2.38 million shares, and two ETFs, Southern CSI 1000 ETF and Huaxia CSI 1000 ETF, which also increased their stakes [3].

Core Viewpoint - Yunnan Ge Industry has shown significant financial performance with a notable increase in revenue and net profit, indicating strong growth potential in the market [2] Financial Performance - For the first half of 2025, Yunnan Ge Industry achieved operating revenue of 529 million yuan, representing a year-on-year growth of 52.10% [2] - The net profit attributable to shareholders reached 22.15 million yuan, marking a substantial increase of 339.60% compared to the previous year [2] Stock Market Activity - On September 30, Yunnan Ge Industry's stock rose by 3.21%, with a trading volume of 1.496 billion yuan [1] - The company experienced a net financing outflow of 75,700 yuan on the same day, with a total financing balance of 1.556 billion yuan, accounting for 8.19% of its market capitalization [1] - The stock's financing balance is above the 90th percentile of the past year, indicating a high level of investor interest [1] Shareholder Information - As of September 19, the number of shareholders for Yunnan Ge Industry was 111,700, a decrease of 6.67% from the previous period [2] - The average number of circulating shares per shareholder increased by 7.15% to 5,848 shares [2] Dividend Distribution - Since its A-share listing, Yunnan Ge Industry has distributed a total of 179 million yuan in dividends, with 32.66 million yuan distributed over the past three years [3] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the fourth largest circulating shareholder, increasing its holdings by 2.381 million shares [3] - Southern CSI 1000 ETF and Huaxia CSI 1000 ETF also increased their holdings, indicating growing institutional interest in the company [3]

Company Overview - Yunnan Ge Industry Co., Ltd. is located in Kunming, Yunnan Province, and was established on August 19, 1998, with its listing date on June 8, 2010. The company specializes in germanium mining, smelting, purification, and deep processing, with main products including zone-refined germanium ingots, infrared-grade germanium single crystals, and germanium lenses [1]. Financial Performance - As of September 30, Yunnan Ge Industry's stock price increased by 5% to 29.40 CNY per share, with a trading volume of 586 million CNY and a turnover rate of 3.10%. The total market capitalization reached 19.202 billion CNY [1]. Revenue Composition - The revenue composition of Yunnan Ge Industry is as follows: material-grade germanium products account for 29.26%, photovoltaic-grade germanium products 23.34%, optical fiber-grade germanium products 21.98%, infrared-grade germanium products 12.45%, compound semiconductor materials 10.54%, and others 2.44% [1]. Shareholder Information - Among the top ten circulating shareholders of Yunnan Ge Industry, a fund under Southern Fund holds a significant position. The Southern CSI 1000 ETF (512100) increased its holdings by 917,000 shares in the second quarter, bringing its total to 4.8281 million shares, which represents 0.74% of the circulating shares [2]. Fund Performance - The Southern CSI 1000 ETF (512100) has a total asset size of 649.53 billion CNY and has achieved a year-to-date return of 27.27%, ranking 2099 out of 4220 in its category. Over the past year, it has delivered a return of 47.41%, ranking 1424 out of 3846 [2].

Group 1 - Yunnan Ge Industry experienced a decline of 5.01% on September 23, with a stock price of 27.71 yuan per share and a trading volume of 647 million yuan, resulting in a total market capitalization of 18.098 billion yuan [1] - The company, established on August 19, 1998, and listed on June 8, 2010, specializes in germanium mining, refining, and deep processing, with main products including zone-refined germanium ingots and infrared-grade germanium single crystals [1] - The revenue composition of the company's main products includes material-grade germanium products (29.26%), photovoltaic-grade germanium products (23.34%), optical fiber-grade germanium products (21.98%), infrared-grade germanium products (12.45%), compound semiconductor materials (10.54%), and others (2.44%) [1] Group 2 - Huaxia Fund's Huaxia CSI 1000 ETF (159845) entered the top ten circulating shareholders of Yunnan Ge Industry in the second quarter, holding 2.8449 million shares, which is 0.44% of the circulating shares [2] - The fund has a total scale of 38.227 billion yuan and has achieved a year-to-date return of 26.96%, ranking 1879 out of 4220 in its category [2] - The fund manager, Zhao Zongting, has been in position for 8 years and 162 days, with the fund's total asset scale at 389.148 billion yuan and a best return of 117.09% during his tenure [3]

Group 1 - Yunnan Ge Industry's stock rose by 5.02% to 29.50 CNY per share, with a trading volume of 1.147 billion CNY and a turnover rate of 6.11%, resulting in a total market capitalization of 19.267 billion CNY [1] - The company, established on August 19, 1998, and listed on June 8, 2010, specializes in germanium mining, smelting, purification, and deep processing, with main products including zone-refined germanium ingots and infrared-grade germanium single crystals [1] - The revenue composition of the company's main products includes material-grade germanium products (29.26%), photovoltaic-grade germanium products (23.34%), optical fiber-grade germanium products (21.98%), infrared-grade germanium products (12.45%), compound semiconductor materials (10.54%), and others (2.44%) [1] Group 2 - Southern Fund's Southern CSI 1000 ETF (512100) is among the top ten circulating shareholders of Yunnan Ge Industry, having increased its holdings by 917,000 shares in the second quarter, totaling 4.8281 million shares, which is 0.74% of the circulating shares [2] - The Southern CSI 1000 ETF has a current scale of 64.953 billion CNY, with a year-to-date return of 25.52% and a one-year return of 66.59% [2] - The fund manager, Cui Lei, has been in position for 6 years and 311 days, with a total asset scale of 94.976 billion CNY and a best fund return of 137.65% during the tenure [3]

云南临沧鑫圆锗业股份有限公司 2025 年半年度财务报告 云南临沧鑫圆锗业股份有限公司 云南临沧鑫圆锗业股份有限公司 2025 年半年度财务报告 一、审计报告 半年度报告是否经过审计 □是 ?否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为：元 编制单位：云南临沧鑫圆锗业股份有限公司 | | | | 单位：元 | | --- | --- | --- | --- | | 项目 | 期末余额 | | 期初余额 | | 流动资产： | | | | | 货币资金 | | 557,355,079.96 | 519,725,673.31 | | 结算备付金 | | | | | 拆出资金 | | | | | 交易性金融资产 | | | | | 衍生金融资产 | | | | | 应收票据 | | 60,618,021.55 | 64,693,077.45 | | 应收账款 | | 360,560,790.51 | 241,054,917.97 | | 应收款项融资 | | 18,014,192.45 | 8,089,041.00 | | 预付款项 | | 111,522,962.82 | 27,741, ...