风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 招商中证1000增强策略ETF（159680）基金经理为蔡振、文雨。 截至发稿，蔡振累计任职时间4年93天，现任基金资产总规模134.48亿元，任职期间最佳基金回报 51.55%， 任职期间最差基金回报4.39%。 文雨累计任职时间236天，现任基金资产总规模38.14亿元，任职期间最佳基金回报59.32%， 任职期间 最差基金回报7.8%。 11月4日，华钰矿业跌4.12%，截至发稿，报27.22元/股，成交8.61亿元，换手率3.81%，总市值223.19亿 元。华钰矿业股价已经连续4天下跌，区间累计跌幅10.61%。 资料显示，西藏华钰矿业股份有限公司位于西藏拉萨经济技术开发区格桑路华钰大厦，成立日期2002年 10月22日，上市日期2016年3月16日，公司主营业务涉及有色金属采矿、选矿、地质勘查及贸易业务。 主营业务收入构成为：国外自产金45.30%，国内自产铅锑精矿(含银)33.37%，国内自产锌精矿14.87% ...

11月3日，华钰矿业跌5.08%，截至发稿，报28.21元/股，成交5.38亿元，换手率2.29%，总市值231.31亿 元。 资料显示，西藏华钰矿业股份有限公司位于西藏拉萨经济技术开发区格桑路华钰大厦，成立日期2002年 10月22日，上市日期2016年3月16日，公司主营业务涉及有色金属采矿、选矿、地质勘查及贸易业务。 主营业务收入构成为：国外自产金45.30%，国内自产铅锑精矿(含银)33.37%，国内自产锌精矿14.87%， 国外自产锑5.63%，其他(补充)0.54%，国内自产铜精矿0.30%。 截至发稿，韩创累计任职时间6年300天，现任基金资产总规模156.9亿元，任职期间最佳基金回报 418%， 任职期间最差基金回报3.79%。 从基金十大重仓股角度 数据显示，大成基金旗下1只基金重仓华钰矿业。大成核心趋势混合A（012519）三季度持有股数112.42 万股，占基金净值比例为3.9%，位居第九大重仓股。根据测算，今日浮亏损失约169.75万元。 大成核心趋势混合A（012519）成立日期2021年6月30日，最新规模6.39亿。今年以来收益55.81%，同 类排名693/8223；近一年收益 ...

Core Viewpoint - Huayu Mining's stock price has shown significant growth this year, with a year-to-date increase of 137.20%, indicating strong market performance and investor interest [1][2]. Group 1: Stock Performance - As of October 30, Huayu Mining's stock price was 29.84 CNY per share, with a trading volume of 5.55 billion CNY and a market capitalization of 24.468 billion CNY [1]. - The stock experienced a net outflow of 74.48 million CNY from main funds, with large orders showing a buy of 110 million CNY and a sell of 167 million CNY [1]. - Over the past five trading days, the stock has increased by 14.37%, and over the past 20 days, it has risen by 12.90% [1]. Group 2: Company Overview - Huayu Mining, established on October 22, 2002, and listed on March 16, 2016, is located in Lhasa, Tibet, and specializes in non-ferrous metal mining, mineral processing, geological exploration, and trade [2]. - The company's revenue composition includes 45.30% from gold production abroad, 33.37% from domestic lead-antimony concentrate, 14.87% from domestic zinc concentrate, and smaller contributions from other minerals [2]. - As of September 30, the number of shareholders was 66,700, a decrease of 14.31%, while the average circulating shares per person increased by 16.70% [2]. Group 3: Financial Performance - For the period from January to September 2025, Huayu Mining reported a revenue of 1.459 billion CNY, representing a year-on-year growth of 57.60%, and a net profit attributable to shareholders of 800.1 million CNY, up 423.89% year-on-year [2]. - The company has distributed a total of 281 million CNY in dividends since its A-share listing, with 55.626 million CNY distributed over the past three years [3]. Group 4: Shareholder Structure - As of September 30, 2025, Hong Kong Central Clearing Limited was the fourth-largest circulating shareholder, increasing its holdings by 6.9712 million shares to 11.9697 million shares [3]. - New entrants among the top ten circulating shareholders include Golden Stock ETF and Dachen New Industry Mixed A, holding 7.5535 million shares and 7.0312 million shares, respectively [3].

Core Viewpoint - Huayu Mining's stock increased by 5.04% to 29.59 CNY per share, with a trading volume of 9.53 billion CNY and a market capitalization of 242.63 billion CNY as of October 29 [1] Company Overview - Tibet Huayu Mining Co., Ltd. is located in Lhasa Economic and Technological Development Zone, established on October 22, 2002, and listed on March 16, 2016. The company specializes in non-ferrous metal mining, mineral processing, geological exploration, and trading [1] - The revenue composition of the company includes: 45.30% from self-produced gold abroad, 33.37% from domestic lead-antimony concentrate (including silver), 14.87% from domestic zinc concentrate, 5.63% from self-produced antimony abroad, 0.54% from other sources, and 0.30% from domestic copper concentrate [1] Fund Holdings - According to data from the top ten holdings of funds, one fund under GF Fund has a significant position in Huayu Mining. GF Arbitrage Fund (000992) held 19,300 shares in the third quarter, accounting for 0.98% of the fund's net value, ranking as the seventh largest holding. The estimated floating profit today is approximately 27,400 CNY [2] - GF Arbitrage Fund (000992) was established on February 6, 2015, with a latest scale of 53.56 million CNY. Year-to-date return is 1.9%, ranking 7620 out of 8155 in its category; the one-year return is 2.34%, ranking 7444 out of 8031; and the return since inception is 20.43% [2] Fund Manager Information - The fund managers of GF Arbitrage Fund (000992) are Sun Di and Yi Wei. As of the report, Sun Di has a cumulative tenure of 7 years and 322 days, with a total fund asset size of 3.438 billion CNY, achieving a best fund return of 234.15% and a worst return of -46.52% during his tenure [3] - Yi Wei has a cumulative tenure of 2 years and 117 days, with a total fund asset size of 3.872 billion CNY, achieving a best fund return of 67.81% and a worst return of -1.91% during his tenure [3]

Group 1 - The core point of the news is that Huayu Mining's stock price dropped by 5.06% to 28.91 CNY per share, with a trading volume of 900 million CNY and a turnover rate of 3.71%, resulting in a total market capitalization of 23.705 billion CNY [1] - Huayu Mining, established on October 22, 2002, and listed on March 16, 2016, is primarily engaged in non-ferrous metal mining, mineral processing, geological exploration, and trading [1] - The revenue composition of Huayu Mining includes 45.30% from self-produced gold abroad, 33.37% from domestic lead-antimony concentrate (including silver), 14.87% from domestic zinc concentrate, 5.63% from self-produced antimony abroad, 0.54% from other sources, and 0.30% from domestic copper concentrate [1] Group 2 - Among the top ten circulating shareholders of Huayu Mining, a fund under Southern Fund, specifically the Southern CSI 1000 ETF (512100), increased its holdings by 1.1525 million shares in the second quarter, now holding 6.0605 million shares, which accounts for 0.74% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 64.953 billion CNY, achieving a year-to-date return of 27.01% and a one-year return of 37.36% [2] - The fund manager of Southern CSI 1000 ETF is Cui Lei, who has been in the position for 6 years and 345 days, with a total asset scale of 94.976 billion CNY and a best fund return of 177.04% during the tenure [3]

Group 1 - The core point of the news is that Huayu Mining's stock price dropped by 5.29% to 29.70 CNY per share, with a trading volume of 1.246 billion CNY and a turnover rate of 5.03%, resulting in a total market capitalization of 24.353 billion CNY [1] - Huayu Mining, established on October 22, 2002, and listed on March 16, 2016, is primarily engaged in non-ferrous metal mining, mineral processing, geological exploration, and trading [1] - The revenue composition of Huayu Mining includes 45.30% from self-produced gold abroad, 33.37% from domestic lead-antimony concentrate (including silver), 14.87% from domestic zinc concentrate, 5.63% from self-produced antimony abroad, 0.54% from other sources, and 0.30% from domestic copper concentrate [1] Group 2 - From the perspective of Huayu Mining's top ten circulating shareholders, Southern Fund's Southern CSI 1000 ETF (512100) increased its holdings by 1.1525 million shares in the second quarter, holding a total of 6.0605 million shares, which accounts for 0.74% of the circulating shares [2] - The estimated floating loss for Southern CSI 1000 ETF today is approximately 10.0604 million CNY [2] - The Southern CSI 1000 ETF was established on September 29, 2016, with a latest scale of 64.953 billion CNY, achieving a year-to-date return of 25.13% and a one-year return of 32.72% [2]

Group 1 - The core viewpoint of the news is that Huayu Mining's stock has increased by 5.13%, reaching a price of 29.29 CNY per share, with a trading volume of 1.616 billion CNY and a turnover rate of 6.89%, resulting in a total market capitalization of 24.017 billion CNY [1] - Huayu Mining, established on October 22, 2002, and listed on March 16, 2016, is primarily engaged in non-ferrous metal mining, mineral processing, geological exploration, and trading [1] - The revenue composition of Huayu Mining includes 45.30% from self-produced gold abroad, 33.37% from domestic lead-antimony concentrate (including silver), 14.87% from domestic zinc concentrate, 5.63% from self-produced antimony abroad, 0.54% from other sources, and 0.30% from domestic copper concentrate [1] Group 2 - Among Huayu Mining's top ten circulating shareholders, a fund under Southern Fund has increased its holdings in Huayu Mining, specifically the Southern CSI 1000 ETF (512100), which added 1.1525 million shares in the second quarter, holding a total of 6.0605 million shares, representing 0.74% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 64.953 billion CNY, achieving a year-to-date return of 27.87% and a one-year return of 34.65% [2]

Group 1 - The core point of the news is that Huayu Mining's stock price increased by 5.05% to 26.85 CNY per share, with a trading volume of 873 million CNY and a turnover rate of 4.06%, resulting in a total market capitalization of 22.016 billion CNY [1] - Huayu Mining, established on October 22, 2002, and listed on March 16, 2016, is primarily engaged in non-ferrous metal mining, mineral processing, geological exploration, and trading [1] - The revenue composition of Huayu Mining includes 45.30% from self-produced gold abroad, 33.37% from domestic lead-antimony concentrate (including silver), 14.87% from domestic zinc concentrate, 5.63% from self-produced antimony abroad, 0.54% from other sources, and 0.30% from domestic copper concentrate [1] Group 2 - Among the top ten circulating shareholders of Huayu Mining, a fund under Southern Fund, specifically the Southern CSI 1000 ETF (512100), increased its holdings by 1.1525 million shares in the second quarter, bringing its total to 6.0605 million shares, which accounts for 0.74% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 64.953 billion CNY, achieving a year-to-date return of 25.56% and ranking 2091 out of 4221 in its category, while its one-year return is 53.35%, ranking 1382 out of 3836 [2]

9月15日，华钰矿业跌5.04%，截至发稿，报26.02元/股，成交10.61亿元，换手率4.87%，总市值213.35 亿元。 资料显示，西藏华钰矿业股份有限公司位于西藏拉萨经济技术开发区格桑路华钰大厦，成立日期2002年 10月22日，上市日期2016年3月16日，公司主营业务涉及有色金属采矿、选矿、地质勘查及贸易业务。 主营业务收入构成为：国外自产金45.30%，国内自产铅锑精矿(含银)33.37%，国内自产锌精矿14.87%， 国外自产锑5.63%，其他(补充)0.54%，国内自产铜精矿0.30%。 从华钰矿业十大流通股东角度 数据显示，南方基金旗下1只基金位居华钰矿业十大流通股东。南方中证1000ETF（512100）二季度增 持115.25万股，持有股数606.05万股，占流通股的比例为0.74%。根据测算，今日浮亏损失约836.34万 元。 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模649.53亿。今年以来收益25.92%，同 类排名1847/4223；近一年收益67.73%，同类排名1270/3803；成立以来收益11.43%。 南方中证1000ETF（512 ...

Core Viewpoint - Huayu Mining's stock has shown significant growth this year, with a year-to-date increase of 118.92%, indicating strong market performance and investor interest [1][2]. Company Overview - Huayu Mining, established on October 22, 2002, and listed on March 16, 2016, is located in Lhasa Economic and Technological Development Zone, Tibet. The company specializes in non-ferrous metal mining, mineral processing, geological exploration, and trading [2]. - The revenue composition of Huayu Mining includes 45.30% from self-produced gold abroad, 33.37% from domestic lead-antimony concentrate (including silver), 14.87% from domestic zinc concentrate, 5.63% from self-produced antimony abroad, and 0.30% from domestic copper concentrate [2]. Financial Performance - For the first half of 2025, Huayu Mining reported an operating income of 803 million yuan, a year-on-year increase of 35.47%, and a net profit attributable to shareholders of 182 million yuan, reflecting a growth of 66.79% [2]. - The company has distributed a total of 281 million yuan in dividends since its A-share listing, with 55.63 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, Huayu Mining had 77,900 shareholders, an increase of 18.54% from the previous period, with an average of 10,531 circulating shares per shareholder, a decrease of 15.64% [2]. - Major institutional shareholders include Yinhua Domestic Demand Selected Mixed Fund, holding 7 million shares, and Southern CSI 1000 ETF, holding 6.06 million shares, both showing increases in their holdings [3].