2月25日，豫光金铅盘中上涨2.05%，截至10:10，报17.89元/股，成交6.98亿元，换手率3.28%，总市值 216.34亿元。 截至2月10日，豫光金铅股东户数14.09万，较上期减少10.40%；人均流通股8580股，较上期增加 11.61%。2025年1月-9月，豫光金铅实现营业收入348.55亿元，同比增长20.12%；归母净利润6.21亿元， 同比增长11.99%。 分红方面，豫光金铅A股上市后累计派现13.38亿元。近三年，累计派现5.48亿元。 机构持仓方面，截止2025年9月30日，豫光金铅十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股1996.80万股，相比上期减少1413.32万股。黄金股ETF（517520）位居第五大流通股东， 持股877.98万股，相比上期增加395.76万股。南方中证1000ETF（512100）位居第六大流通股东，持股 697.55万股，相比上期减少7.67万股。华夏中证1000ETF（159845）位居第九大流通股东，持股414.81 万股，为新进股东。前海开源金银珠宝混合A（001302）位居第十大流通股东，持股388.30万股，为新 ...

数据显示，富国基金旗下1只基金重仓豫光金铅。富国中证价值ETF（512040）四季度增持14.4万股， 持有股数206.32万股，占基金净值比例为1.11%，位居第七大重仓股。根据测算，今日浮亏损失约 460.09万元。 富国中证价值ETF（512040）成立日期2018年11月7日，最新规模21.86亿。今年以来收益8.4%，同类排 名1653/5579；近一年收益29.63%，同类排名2554/4285；成立以来收益180.91%。 富国中证价值ETF（512040）基金经理为曹璐迪、苏华清。 2月2日，豫光金铅跌停，截至发稿，报20.08元/股，成交630.31万元，换手率0.03%，总市值242.82亿 元。 资料显示，河南豫光金铅股份有限公司位于河南省济源市荆梁南街1号，成立日期2000年1月6日，上市 日期2002年7月30日，公司主营业务涉及有色金属冶炼及经营,化工原料的销售;贵金属冶炼;金银制品销 售。主营业务收入构成为：银产品25.90%，铜产品25.75%，铅产品21.74%，金产品21.38%，锑产品 1.66%，锌产品1.65%，其他1.27%，硫酸0.66%。 从基金十大重仓股角度 ...

Core Viewpoint - The company, Zhuhai Group, is engaged in the mining, smelting, processing, and sales of lead and zinc products, with a focus on various metal recovery [1] Group 1: Business Operations - The company has a production capacity of 860,000 tons for lead and zinc mining and selection, 680,000 tons for zinc products, and 100,000 tons for lead products [1] - The company also recovers multiple metals including copper, gold, silver, bismuth, indium, cadmium, and tellurium [1] Group 2: Future Reporting - The company plans to disclose its 2025 Annual Report on April 17, 2026, which will provide further insights into its operational status [1]

Group 1 - The core viewpoint of the news is that Yuguang Gold Lead has seen a stock price increase of 1.28% to 13.46 CNY per share, with a total market capitalization of 16.20 billion CNY and a trading volume of 162.77 billion CNY, marking a cumulative increase of 6.57% over three consecutive days [1] - Yuguang Gold Lead's main business includes non-ferrous metal smelting and sales, chemical raw materials sales, precious metal smelting, and sales of gold and silver products [1] - The revenue composition of Yuguang Gold Lead is as follows: silver products 25.90%, copper products 25.75%, lead products 21.74%, gold products 21.38%, antimony products 1.66%, zinc products 1.65%, others 1.27%, and sulfuric acid 0.66% [1] Group 2 - The top circulating shareholder of Yuguang Gold Lead is a fund under Qianhai Kaiyuan, which has recently entered the top ten circulating shareholders with 3.883 million shares, accounting for 0.36% of circulating shares, and has earned approximately 660,100 CNY in floating profit today [2] - During the three-day increase, the floating profit for this fund has reached 3.2229 million CNY [2] - The Qianhai Kaiyuan Gold and Silver Jewelry Mixed A Fund (001302) has a total scale of 683 million CNY and has achieved a year-to-date return of 9.78%, ranking 965 out of 8,836 in its category [2]

Group 1 - The core point of the news is that Yuguang Gold Lead Co., Ltd. experienced a decline in stock price, closing at 11.81 yuan per share, with a trading volume of 625 million yuan and a turnover rate of 4.28%, resulting in a total market capitalization of 14.281 billion yuan [1] - Yuguang Gold Lead, established on January 6, 2000, and listed on July 30, 2002, is primarily engaged in non-ferrous metal smelting and sales, chemical raw materials sales, precious metal smelting, and gold and silver product sales [1] - The company's main revenue sources are silver products (25.90%), copper products (25.75%), lead products (21.74%), gold products (21.38%), antimony products (1.66%), zinc products (1.65%), other products (1.27%), and sulfuric acid (0.66%) [1] Group 2 - The top circulating shareholder of Yuguang Gold Lead includes a fund under Yongying Fund, which increased its holdings in the Gold Stock ETF (517520) by 3.9576 million shares in the third quarter, holding a total of 8.7798 million shares, representing 0.81% of the circulating shares [2] - The Gold Stock ETF (517520) was established on October 24, 2023, with a latest scale of 11.669 billion yuan, achieving a year-to-date return of 91.97% and ranking 58 out of 4189 in its category [2] - The fund manager of Gold Stock ETF (517520) is Liu Tingyu, who has been in the position for 2 years and 141 days, with a total fund asset size of 21.354 billion yuan and a best fund return of 104.58% during his tenure [3]

Group 1 - The core point of the news is that Yuguang Gold Lead's stock price has dropped by 6.05%, currently trading at 11.50 CNY per share, with a total market capitalization of 13.907 billion CNY [1] - Yuguang Gold Lead Co., Ltd. is based in Jiyuan City, Henan Province, and was established on January 6, 2000, with its listing date on July 30, 2002. The company specializes in non-ferrous metal smelting and sales of chemical raw materials, precious metal smelting, and sales of gold and silver products [1] - The main revenue composition of Yuguang Gold Lead includes silver products (25.90%), copper products (25.75%), lead products (21.74%), gold products (21.38%), antimony products (1.66%), zinc products (1.65%), other products (1.27%), and sulfuric acid (0.66%) [1] Group 2 - From the perspective of major fund holdings, Yuguang Gold Lead is heavily held by the Fortune Fund, specifically the Fortune CSI Value ETF (512040), which held 1.9192 million shares in the third quarter, accounting for 1.49% of the fund's net value, ranking as the fifth-largest holding [2] - The Fortune CSI Value ETF (512040) was established on November 7, 2018, with a current scale of 1.675 billion CNY. Year-to-date returns are 17.52%, ranking 2965 out of 4195 in its category, while the one-year return is 16.8%, ranking 2920 out of 4179 [2] - The fund manager of Fortune CSI Value ETF (512040) is Cao Ludi, who has been in the position for 5 years and 226 days, with the fund's total asset scale at 20.456 billion CNY. The best return during his tenure is 121.73%, while the worst return is -44.98% [3]

Group 1 - The core point of the news is that Yuguang Gold Lead's stock price increased by 5.3% to 11.53 yuan per share, with a trading volume of 379 million yuan and a turnover rate of 2.75%, resulting in a total market capitalization of 13.943 billion yuan [1] - Yuguang Gold Lead Co., Ltd. is located in Jiyuan City, Henan Province, and was established on January 6, 2000, with its listing date on July 30, 2002. The company's main business includes non-ferrous metal smelting and sales, chemical raw materials sales, precious metal smelting, and sales of gold and silver products [1] - The revenue composition of Yuguang Gold Lead includes silver products (25.90%), copper products (25.75%), lead products (21.74%), gold products (21.38%), antimony products (1.66%), zinc products (1.65%), other products (1.27%), and sulfuric acid (0.66%) [1] Group 2 - From the perspective of fund holdings, one fund under Huatai-PineBridge has a significant position in Yuguang Gold Lead. The Huatai-PineBridge Stable Income Mixed A Fund (009736) held 900,000 shares in the third quarter, accounting for 1.26% of the fund's net value, ranking as the tenth largest holding [2] - The Huatai-PineBridge Stable Income Mixed A Fund (009736) was established on July 23, 2020, with a current scale of 524 million yuan. The fund has achieved a return of 7.39% this year, ranking 6182 out of 8170 in its category, and a return of 7.44% over the past year, ranking 6088 out of 8139 [2] Group 3 - The fund manager of Huatai-PineBridge Stable Income Mixed A Fund includes Shao Jiamin, Xu Yiheng, and Li An. Shao Jiamin has a tenure of 20 years and 358 days, with a total fund asset scale of 3.096 billion yuan and a best fund return of 123.53% during his tenure [3] - Xu Yiheng has a tenure of 6 years and 112 days, managing a total fund asset scale of 21.137 billion yuan, with a best fund return of 31.05% during his tenure [3] - Li An has a tenure of 2 years and 52 days, managing a total fund asset scale of 1.433 billion yuan, with a best fund return of 16.6% during his tenure [3]

Core Viewpoint - Yuguang Gold Lead's stock price has shown significant volatility, with a year-to-date increase of 81.76%, but recent trading indicates a mixed performance in the short term [1][2]. Group 1: Stock Performance - As of December 2, Yuguang Gold Lead's stock price decreased by 2.00% to 11.26 CNY per share, with a trading volume of 2.91 billion CNY and a turnover rate of 2.30%, resulting in a total market capitalization of 125.21 billion CNY [1]. - The stock has experienced a net outflow of 43.08 million CNY in principal funds, with large orders showing a buy of 57.87 million CNY and a sell of 81.26 million CNY [1]. - Over the past five trading days, the stock has increased by 4.26%, while it has decreased by 2.93% over the last 20 days and increased by 13.62% over the last 60 days [1]. Group 2: Company Overview - Yuguang Gold Lead, established on January 6, 2000, and listed on July 30, 2002, is located in Jiyuan City, Henan Province, and specializes in non-ferrous metal smelting and sales, chemical raw materials, and precious metal refining [2]. - The company's revenue composition includes silver products (25.90%), copper products (25.75%), lead products (21.74%), gold products (21.38%), antimony products (1.66%), zinc products (1.65%), and other products (1.27%) [2]. - As of November 20, the number of shareholders increased by 1.58% to 107,000, with an average of 10,387 circulating shares per person, reflecting a 0.40% increase [2]. Group 3: Financial Performance - For the period from January to September 2025, Yuguang Gold Lead reported a revenue of 34.855 billion CNY, representing a year-on-year growth of 20.12%, and a net profit attributable to shareholders of 621 million CNY, up 11.99% year-on-year [2]. - The company has distributed a total of 1.338 billion CNY in dividends since its A-share listing, with 548 million CNY distributed over the past three years [3]. Group 4: Shareholder Structure - As of September 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 19.968 million shares, a decrease of 14.133 million shares from the previous period [3]. - The Golden Stock ETF (517520) is the fifth-largest circulating shareholder, increasing its holdings by 395.76 million shares to 8.7798 million shares [3]. - New entrants among the top ten shareholders include Huaxia CSI 1000 ETF (159845) and Qianhai Kaiyuan Gold and Silver Jewelry Mixed A (001302) [3].

Core Viewpoint - Yuguang Gold Lead's stock price has experienced significant fluctuations, with a year-to-date increase of 77.89% but a recent decline of 13.16% over the past five trading days [1] Company Overview - Yuguang Gold Lead Co., Ltd. is located in Jiyuan City, Henan Province, and was established on January 6, 2000, with its listing date on July 30, 2002 [2] - The company's main business includes non-ferrous metal smelting, chemical raw material sales, precious metal smelting, and gold and silver product sales [2] - Revenue composition: Silver products 25.90%, Copper products 25.75%, Lead products 21.74%, Gold products 21.38%, Antimony products 1.66%, Zinc products 1.65%, Others 1.27%, Sulfuric acid 0.66% [2] Financial Performance - For the period from January to September 2025, Yuguang Gold Lead achieved operating revenue of 34.855 billion yuan, a year-on-year increase of 20.12%, and a net profit attributable to shareholders of 621 million yuan, a year-on-year increase of 11.99% [2] - The company has distributed a total of 1.338 billion yuan in dividends since its A-share listing, with 548 million yuan distributed in the last three years [3] Shareholder Structure - As of September 30, 2025, the number of shareholders is 105,400, a decrease of 0.38% from the previous period [2] - Major shareholders include Hong Kong Central Clearing Limited, holding 19.968 million shares, and various ETFs such as Gold Stock ETF and Southern CSI 1000 ETF [3]

Core Insights - Yuguang Gold Lead's stock price decreased by 2.02% on November 12, trading at 11.66 CNY per share with a market capitalization of 12.713 billion CNY [1] - The company has seen a year-to-date stock price increase of 88.22%, but a 19.86% decline over the past 20 days [1] Financial Performance - For the period from January to September 2025, Yuguang Gold Lead reported a revenue of 34.855 billion CNY, representing a year-on-year growth of 20.12%, and a net profit attributable to shareholders of 621 million CNY, up 11.99% year-on-year [2] - Cumulative cash dividends since the company's A-share listing amount to 1.338 billion CNY, with 548 million CNY distributed over the last three years [3] Shareholder Information - As of October 31, 2025, the number of shareholders decreased by 1.03% to 105,800, while the average number of circulating shares per person increased by 1.04% to 10,306 shares [2] - The top ten circulating shareholders include significant entities such as Hong Kong Central Clearing Limited and various ETFs, with notable changes in their holdings [3]