1月6日，大中矿业跌5.66%，截至发稿，报29.15元/股，成交6.72亿元，换手率1.68%，总市值446.89亿 元。 资料显示，大中矿业股份有限公司位于内蒙古自治区包头市黄河大街55号，成立日期1999年10月29日， 上市日期2021年5月10日，公司主营业务涉及铁矿石采选、铁精粉和球团的生产销售以及机制砂石的加 工销售。主营业务收入构成为：铁精粉71.07%，球团20.48%，硫酸4.58%，砂石2.73%，其他0.81%，锌 精粉0.32%，锂矿石0.02%。 从基金十大重仓股角度 责任编辑：小浪快报 数据显示，博时基金旗下1只基金重仓大中矿业。博时裕益混合A（000219）三季度持有股数29.69万 股，占基金净值比例为2.95%，位居第十大重仓股。根据测算，今日浮亏损失约51.96万元。 博时裕益混合A（000219）成立日期2013年7月29日，最新规模1.28亿。今年以来收益2.82%，同类排名 1732/8816；近一年收益40.07%，同类排名2845/8081；成立以来收益290.7%。 博时裕益混合A（000219）基金经理为王冠桥。 截至发稿，王冠桥累计任职时间2年168天，现 ...

届时，五矿发展的整体产能规模，亦有望跻身国内同行业一线梯队。毛利率提升空间大 对于缘何启动上述重组，五矿发展称"为贯彻落实国务院关于推动资本市场高质量发展和提高上市公司质量的有关精神，切实履行实际控 制人历史承诺和加强上市公司规范运作……" 2008年，五矿发展进行配股再融资期间，公司现任实控人中国五矿曾经作出承诺：在五矿发展本次再融资经股东大会批准后，积极推进包 括邯邢冶金矿山管理局在内的其他黑色金属领域相关资产和业务的改制、重组工作，在资产和业务符合注入上市公司的条件时实施以五矿 发展为核心的黑色金属业务的整合。 2014年6月，中国五矿将承诺进一步规范为，"我公司(中国五矿)将积极推进包括邯邢矿业有限公司在内的其他黑色金属领域相关资产和业 务的改制、重组等工作，在2022年6月30日前，实施以五矿发展为核心的黑色金属业务整合。" 五矿发展（600058）的主营业务面临调整。 12月30日，该公司引筹划重大资产重组停牌。前一日晚间公告显示，公司将资产置换、发行股份及支付现金方式，购买控股股东持有的五 矿矿业、鲁中矿业股权，并将原有业务相关的主要资产及负债置出。 五矿发展，现有业务包括资源贸易、金属贸易、供 ...

12月29日，大中矿业盘中下跌4.25%，截至09:35，报31.76元/股，成交1.84亿元，换手率0.43%，总市值 486.91亿元。 资金流向方面，主力资金净流出850.53万元，特大单买入3565.88万元，占比19.41%，卖出4804.31万 元，占比26.15%；大单买入2933.97万元，占比15.97%，卖出2546.07万元，占比13.86%。 大中矿业今年以来股价涨275.24%，近5个交易日涨10.82%，近20日涨5.51%，近60日涨168.02%。 责任编辑：小浪快报 今年以来大中矿业已经5次登上龙虎榜，最近一次登上龙虎榜为11月24日，当日龙虎榜净买入8213.62万 元；买入总计2.96亿元 ，占总成交额比23.71%；卖出总计2.13亿元 ，占总成交额比17.12%。 资料显示，大中矿业股份有限公司位于内蒙古自治区包头市黄河大街55号，成立日期1999年10月29日， 上市日期2021年5月10日，公司主营业务涉及铁矿石采选、铁精粉和球团的生产销售以及机制砂石的加 工销售。主营业务收入构成为：铁精粉71.07%，球团20.48%，硫酸4.58%，砂石2.73%，其他0.8 ...

资料显示，大中矿业股份有限公司位于内蒙古自治区包头市黄河大街55号，成立日期1999年10月29日， 上市日期2021年5月10日，公司主营业务涉及铁矿石采选、铁精粉和球团的生产销售以及机制砂石的加 工销售。主营业务收入构成为：铁精粉71.07%，球团20.48%，硫酸4.58%，砂石2.73%，其他0.81%，锌 精粉0.32%，锂矿石0.02%。 从基金十大重仓股角度 12月19日，大中矿业涨5.46%，截至发稿，报28.80元/股，成交11.63亿元，换手率3.26%，总市值441.53 亿元。 博时裕益混合A（000219）基金经理为王冠桥。 截至发稿，王冠桥累计任职时间2年150天，现任基金资产总规模1.28亿元，任职期间最佳基金回报 49.62%， 任职期间最差基金回报10.86%。 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。 责任编辑：小浪快报 数据显示，博时基金旗下1只基金重仓大中矿业。博时裕益混合A（000219）三季度持有股数29.69万 股，占基 ...

数据显示，博时基金旗下1只基金重仓大中矿业。博时裕益混合A（000219）三季度持有股数29.69万 股，占基金净值比例为2.95%，位居第十大重仓股。根据测算，今日浮亏损失约43.94万元。 博时裕益混合A（000219）成立日期2013年7月29日，最新规模1.28亿。今年以来收益31.24%，同类排 名2459/8098；近一年收益30.33%，同类排名2388/8067；成立以来收益273%。 博时裕益混合A（000219）基金经理为王冠桥。 12月19日，大中矿业跌5.42%，截至发稿，报25.83元/股，成交3.65亿元，换手率1.05%，总市值395.99 亿元。 截至发稿，王冠桥累计任职时间2年150天，现任基金资产总规模1.28亿元，任职期间最佳基金回报 49.62%， 任职期间最差基金回报10.86%。 资料显示，大中矿业股份有限公司位于内蒙古自治区包头市黄河大街55号，成立日期1999年10月29日， 上市日期2021年5月10日，公司主营业务涉及铁矿石采选、铁精粉和球团的生产销售以及机制砂石的加 工销售。主营业务收入构成为：铁精粉71.07%，球团20.48%，硫酸4.58%，砂石2. ...

12月18日晚间，西部矿业(601168)发布公告，公司子公司格尔木西矿资源开发有限公司（下称"格尔木 西矿资源"）它温查汉西C5异常区铁多金属矿近日取得青海省自然资源厅颁发的《中华人民共和国采矿 许可证》，公司表示，本次获得该矿采矿许可证是公司锚定铁资源板块可持续发展的基础，为后续整 合、打造铁资源板块提供资源储备。 因此，叠加本次取得它温查汉西C5异常区铁多金属矿采矿许可证，以上铁矿布局在2026年加快投产步 伐，让公司向打造千万吨级铁多金属基地迈出坚实步伐。而该矿在格尔木西矿资源整合下，周边矿权协 同开发与统一选矿，将显著降低单位成本与资本开支，形成规模经济与网络效应，支撑公司铁板块贡献 改善。 多矿种布局，提升抗风险能力和市场竞争力 公司在公告中指出，此次取得它温查汉西C5异常区铁多金属矿采矿许可证将进一步提升公司抗风险能 力和市场竞争力，对公司长远发展具有积极影响。 一方面，公司作为以铜类产品为主导的矿业龙头，在铜价中枢抬升的背景下充分释放产能实现业绩大幅 增长，同时公司铅、锌、钼、镍、铁和钒多元发力，显著强化"多矿种、多收入源"的抗周期能力。 另一方面，当前冶炼端加工费仍处低位且盈利弹性受制，铁矿 ...

Group 1 - The core point of the news is that Dazhong Mining's stock price has dropped by 5.02%, currently trading at 29.89 CNY per share, with a total market capitalization of 45.075 billion CNY [1] - Dazhong Mining Co., Ltd. is located in Baotou City, Inner Mongolia, and was established on October 29, 1999. It was listed on May 10, 2021. The company's main business includes iron ore mining, production and sales of iron concentrate and pellets, and processing and sales of manufactured sand and gravel [1] - The revenue composition of Dazhong Mining is as follows: iron concentrate 71.07%, pellets 20.48%, sulfuric acid 4.58%, sand and gravel 2.73%, others 0.81%, zinc concentrate 0.32%, and lithium ore 0.02% [1] Group 2 - From the perspective of fund holdings, one fund under Bosera Fund has a significant position in Dazhong Mining. Bosera Yuyi Mixed A (000219) held 296,900 shares in the third quarter, accounting for 2.95% of the fund's net value, ranking as the tenth largest holding [2] - The estimated floating loss for Bosera Yuyi Mixed A today is approximately 469,100 CNY. The fund was established on July 29, 2013, with a current size of 128 million CNY. Year-to-date return is 30.35%, ranking 2466 out of 8199 in its category; the one-year return is 29.95%, ranking 2569 out of 8131; and since inception, the return is 270.47% [2]

Core Viewpoint - Jinling Mining's stock price has shown a significant increase of 53.09% year-to-date, despite recent declines in the last five and twenty trading days [2] Group 1: Stock Performance - As of November 25, Jinling Mining's stock price rose by 2.00% to 9.17 CNY per share, with a total market capitalization of 5.459 billion CNY [1] - The stock has experienced a decline of 6.71% in the last five trading days and 10.71% in the last twenty trading days, while showing a slight increase of 0.88% over the last sixty days [2] Group 2: Financial Performance - For the period from January to September 2025, Jinling Mining reported a revenue of 1.247 billion CNY, reflecting a year-on-year growth of 12.98%, and a net profit attributable to shareholders of 220 million CNY, which is a 47.09% increase year-on-year [2] - The company has distributed a total of 668 million CNY in dividends since its A-share listing, with 268 million CNY distributed over the last three years [3] Group 3: Shareholder Information - As of November 20, the number of shareholders for Jinling Mining was 35,700, a decrease of 8.44% from the previous period, while the average circulating shares per person increased by 9.21% to 16,684 shares [2] - Notable institutional shareholders include Huaxia Excellence Growth Mixed Fund and Guotai Zhongzheng Steel ETF, both of which are new entrants among the top ten circulating shareholders [3] Group 4: Business Overview - Jinling Mining, established on September 28, 1996, and listed on November 28, 1996, primarily engages in iron ore mining and the production and sale of iron concentrate, copper concentrate, cobalt concentrate, and pellet ore [2] - The company's main revenue sources are iron concentrate (76.99%), pellets (9.03%), and other products (8.46%), with copper concentrate contributing 5.10% and mechanical processing 0.41% [2]

Report on Steel Union's 15-Port Imported Ore Inventory (November 19, 2025) 1. Report Industry Investment Rating No relevant information provided. 2. Core Viewpoints - Steel Union's 15-port ore inventory has been continuously increasing, with a week-on-week increase of 6060 tons and a narrowing decline, mainly due to the decrease in arrivals [1]. - The inventory of mainstream varieties shows a mixed trend. Among them, the inventory of Brazilian iron ore fines increased by 52,450 tons week-on-week, while the inventory of medium-grade Australian iron ore fines decreased by 61,450 tons, and the pellet inventory continued to decline slightly [1]. - In general, the port inventory of iron ore continues to increase, and industrial contradictions continue to accumulate without structural contradictions [1]. 3. Summary According to Related Catalogs Inventory Quantity and Change - **Total Inventory**: The total inventory is 11,832,910 tons, with a week-on-week increase of 6,060 tons (0.05%), a month-on-month increase of 585,130 tons (5.20%), and a year-on-year decrease of 909,000 tons (-7.13%) [1]. - **High-Grade Australian Iron Ore Fines**: The inventory is 1,576,950 tons, with a week-on-week decrease of 17,900 tons (-1.12%), a month-on-month decrease of 76,730 tons (-4.64%), and a year-on-year decrease of 648,300 tons (-29.13%) [1]. - **Brazilian Iron Ore Fines**: The inventory is 2,165,780 tons, with a week-on-week increase of 52,450 tons (2.48%), a month-on-month increase of 100,040 tons (4.84%), and a year-on-year increase of 419,920 tons (24.05%) [1]. - **Medium-Grade Australian Iron Ore Fines**: The inventory is 670,560 tons, with a week-on-week decrease of 61,450 tons (-8.39%), a month-on-month increase of 70,390 tons (11.73%), and a year-on-year increase of 60,920 tons (9.99%) [1]. - **Australian Iron Ore Lumps**: The inventory is 966,430 tons, with a week-on-week increase of 680 tons (0.07%), a month-on-month increase of 3,210 tons (0.33%), and a year-on-year increase of 148,350 tons (18.13%) [1]. - **Pellets**: The inventory is 29,630 tons, with a week-on-week decrease of 2,130 tons (-6.71%), a month-on-month increase of 3,560 tons (13.66%), and a year-on-year decrease of 75,280 tons (-71.76%) [1].

Core Insights - Lithium carbonate futures surged over 8% on November 17, reaching a new high of 93,835 yuan/ton, significantly impacting A-share lithium mining stocks [1] - Ganfeng Lithium's chairman predicts a 30% increase in lithium carbonate demand by 2026, reaching 1.9 million tons, with supply capacity expected to grow by 250,000 tons, indicating potential price increases [1] Company Insights - Dazhong Mining, which has not yet produced lithium products, has seen its stock price increase over 160% in the last 30 trading days, attracting market attention [2] - Dazhong Mining is accelerating the development of its lithium mines in Hunan and Sichuan, which are expected to become new profit growth points for the company [3] - The Hunan Jijiashan lithium mine has been granted a mining license, marking a significant milestone in the company's "iron + lithium dual-drive" development strategy [3] - Dazhong Mining reported a revenue of 3.025 billion yuan and a net profit of 594 million yuan for the first three quarters of 2025 [4]