责任编辑：小浪快报 创金合信启富优选股票发起A（019338）成立日期2023年9月19日，最新规模2019.17万。今年以来收益 1.56%，同类排名4868/5493；近一年收益48.09%，同类排名1250/4197；成立以来收益47.41%。 创金合信启富优选股票发起A（019338）基金经理为张荣。 截至发稿，张荣累计任职时间10年215天，现任基金资产总规模5351.25万元，任职期间最佳基金回报 53.13%， 任职期间最差基金回报-31.64%。 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。 1月8日，龙高股份涨5.24%，截至发稿，报46.77元/股，成交9132.30万元，换手率1.12%，总市值83.81 亿元。 资料显示，龙岩高岭土股份有限公司位于福建省龙岩市新罗区西陂街道龙岩大道260号国资大厦10-12 层，成立日期2003年4月25日，上市日期2021年4月16日，公司主营业务涉及高岭土的采选、加工和销 售,以及相关技术研发业务。主营业务收 ...

Group 1 - The core point of the news is the recent actions taken by Yichun City regarding the cancellation of mining licenses, particularly in the context of the rising lithium carbonate futures prices, which have surpassed 100,000 yuan [1][3]. - Yichun City Natural Resources Bureau plans to cancel 27 mining licenses, with a public notice period of 30 working days before the final announcement [3]. - Among the 27 licenses, 5 are set to expire in 2024, 1 in 2023, and 18 have already expired between 2010 and 2019, indicating a significant number of outdated licenses [3][4]. Group 2 - The majority of the mining licenses being canceled are for ceramic clay and limestone, with 17 licenses for ceramic clay and 7 for limestone, which includes lithium-bearing resources that investors are particularly interested in [4][5]. - Jiangxi Special Electric Motor Co., Ltd. holds a mining license for a lithium-bearing ceramic clay mine in Yifeng County, with a resource amount of 57,322.98 tons of Li2O [4]. - Yichun is recognized as a major lithium mining area in China, holding the largest lithium mica reserves in Asia, but most mining licenses are for non-lithium resources [4][5].

Group 1 - High-quality development is emphasized as the primary task for building a modern socialist country, with a focus on advancing Chinese-style modernization [1] - China's economy has shown remarkable achievements in total volume, incremental growth, and quality improvement despite complex international situations and domestic challenges [1] - The integration of AI and smart logistics in manufacturing, as demonstrated by a turbine blade production company, enhances operational efficiency and product quality [1] Group 2 - China's technological innovation has accelerated, with significant advancements in various sectors, including the launch of the world's first four-channel ultra-low noise semiconductor single-photon detector [2] - The high-tech manufacturing sector has seen a year-on-year increase of 9.6% in added value, with specific growth in smart drone and vehicle equipment manufacturing at 59.9% and 25.1% respectively [2] - The transition from "point breakthroughs" to "systematic explosions" in innovation is expected to inject strong momentum into the development of new productive forces by 2025 [2] Group 3 - The green aspect of China's economy is also improving, with significant growth in wind and solar power generation, and a 14.4% increase in the value added of waste resource utilization [3] - A technology company has successfully replaced imported materials with domestically developed kaolin, achieving a 55% market share in specific applications [3] - Consumer spending has become a major driver of economic growth, contributing over 50% to economic growth in the first three quarters of the year [3] Group 4 - The "old-for-new" consumption policy has driven sales exceeding 2.5 trillion yuan, benefiting over 360 million people [4] Group 5 - The Ministry of Commerce aims to enhance consumer satisfaction by expanding the supply of quality goods and services, especially during the traditional peak consumption season [5] - By 2025, China's economic output is projected to reach 140 trillion yuan, further solidifying its position as the world's second-largest economy [5] - A call for strategic determination and collective effort is made to advance national rejuvenation and construction [5]

Core Viewpoint - Longgao Co., Ltd. has seen a 5.2% increase in stock price, reaching 38.82 CNY per share, with a total market capitalization of 6.957 billion CNY as of December 2 [1] Company Overview - Longgao Co., Ltd. is located in Longyan City, Fujian Province, and was established on April 25, 2003, with its listing date on April 16, 2021 [1] - The company's main business involves the mining, processing, and sales of kaolin, along with related technology research and development [1] - Revenue composition includes: raw ore 41.94%, comprehensive utilization 31.47%, refined ore 25.56%, and others 1.03% [1] Fund Holdings - According to data, one fund from Chuangjin Hexin holds a significant position in Longgao Co., Ltd. [2] - Chuangjin Hexin Qifu Optimal Stock Initiation A (019338) held 31,000 shares in the third quarter, accounting for 1.47% of the fund's net value, ranking as the tenth largest holding [2] - The fund has achieved a year-to-date return of 45.67%, ranking 611 out of 4206 in its category [2] - The fund manager, Zhang Rong, has a tenure of 10 years and 178 days, with a total fund size of 53.5125 million CNY [2] - Wang Yan, another fund manager, has a tenure of 5 years and 339 days, also managing a fund size of 53.5125 million CNY [2]

Company Overview - Longyan Kaolin Co., Ltd. is located in Longyan City, Fujian Province, and was established on April 25, 2003. The company was listed on April 16, 2021. Its main business involves the mining, processing, and sales of kaolin, along with related technology research and development [1] - The revenue composition of the company is as follows: raw ore 41.94%, comprehensive utilization 31.47%, refined ore 25.56%, and others 1.03% [1] Stock Performance - On November 28, Longyan Kaolin's stock rose by 5.15%, reaching a price of 32.49 yuan per share, with a trading volume of 42.359 million yuan and a turnover rate of 0.75%. The total market capitalization is 5.822 billion yuan [1] Fund Holdings - According to data from the top ten heavy stocks of funds, one fund under Chuangjin Hexin holds a significant position in Longyan Kaolin. The Chuangjin Hexin Qifu Preferred Stock A Fund (019338) held 31,000 shares in the third quarter, accounting for 1.47% of the fund's net value, ranking as the tenth largest heavy stock [2] - The fund has a current scale of 20.1917 million yuan and has achieved a year-to-date return of 44.07%, ranking 569 out of 4206 in its category. Over the past year, the return is 43.23%, ranking 486 out of 4008, and since its inception, the return is 46.87% [2] Fund Manager Information - The fund managers of Chuangjin Hexin Qifu Preferred Stock A are Zhang Rong and Wang Yan. Zhang Rong has a cumulative tenure of 10 years and 174 days, with the fund's total asset size at 53.5125 million yuan. The best return during his tenure is 53.72%, while the worst is -31.64% [3] - Wang Yan has a cumulative tenure of 5 years and 335 days, with the same fund asset size of 53.5125 million yuan. The best return during her tenure is 45.71%, and the worst is -17.71% [3]

Core Points - Longgao Co., Ltd. has seen a stock price increase of 5.07% on November 13, reaching 29.21 CNY per share, with a trading volume of 194 million CNY and a turnover rate of 3.79%, resulting in a total market capitalization of 5.234 billion CNY [1] - The stock has experienced a continuous rise for three days, accumulating a total increase of 14.64% during this period [1] Company Overview - Longgao Co., Ltd. is located in Longyan City, Fujian Province, and was established on April 25, 2003, with its listing date on April 16, 2021 [1] - The company's main business involves the mining, processing, and sales of kaolin, along with related technology research and development [1] - The revenue composition of the main business includes: raw ore 41.94%, comprehensive utilization 31.47%, refined ore 25.56%, and others 1.03% [1] Fund Holdings - According to data, one fund under Chuangjin Hexin holds a significant position in Longgao Co., Ltd., specifically the Chuangjin Hexin Qifu Selected Stock Initiation A (019338), which held 31,000 shares in the third quarter, accounting for 1.47% of the fund's net value [2] - The fund has realized a floating profit of approximately 43,700 CNY today, with a total floating profit of 110,100 CNY during the three-day increase [2] - The fund was established on September 19, 2023, with a latest scale of 20.1917 million CNY and has achieved a year-to-date return of 45.85%, ranking 660 out of 4216 in its category [2]

Core Viewpoint - The article emphasizes the need for policy innovation and support to address the declining investment in mineral resource exploration, increasing pressure on reserves, and tightening resource constraints in China’s mining sector [1][6]. Group 1: Mining Market Potential - Experts suggest accelerating the construction and expansion of medium and large-scale mines to unlock the mining market potential [1]. - The current demand for mineral resources is on the rise, while management policies are undergoing adjustments, indicating a transitional phase in mining development and ecological protection [1][6]. Group 2: Mineral Resource Discovery - As of 2024, Yongchun County has discovered 28 types of minerals, including coal, iron, gold, and limestone, with significant findings in lead-zinc-silver deposits [2]. - The lead-zinc ore body in the Changting Coal Mine has a strike length of 1,000 meters and an average thickness of 3.0 meters, with an estimated resource of 13.5 million tons and a metal content of 675,000 tons [2]. Group 3: Economic Impact and Policy - Yongchun County, once a major coal producer, has seen a decline in coal mining due to environmental policies, impacting local economic development [5]. - The new Mineral Resources Law allows mining rights holders to prioritize newly discovered resources within their registered areas, which could facilitate further exploration and development [5][6]. Group 4: Future Development Strategies - Experts recommend integrating comprehensive exploration and development of lead-zinc resources into Yongchun County's mineral resource planning to support rural revitalization and sustainable economic growth [6]. - There is a significant need to enhance mineral resource exploration efforts to align extraction levels with economic development and social demand [6][8].

Core Viewpoint - The company, Jin Hong Holdings Group Co., Ltd., announced that its subsidiary, Hunan Shenzhou Jiepai Ceramics Co., Ltd., will temporarily suspend production for a comprehensive technical upgrade of its mining operations to enhance safety, environmental sustainability, and economic efficiency [1][2]. Group 1: Subsidiary Overview - Hunan Shenzhou Jiepai Ceramics Co., Ltd. has a registered capital of 100 million yuan and was established on March 14, 2016. It focuses on the mining, processing, and sales of kaolin and sodium feldspar, as well as the production and sales of ceramic products [1]. - The company is wholly owned by Jin Hong Holdings, holding 100% of the shares [1]. Group 2: Reasons for Suspension - The temporary suspension is aimed at upgrading the mining system to adopt safer, more environmentally friendly, and economically viable mining techniques [1][2]. Group 3: Impact on the Listed Company - During the suspension, the subsidiary will focus on equipment maintenance and supply chain coordination while ensuring staff are available to manage daily operations [2]. - The financial impact on Jin Hong Holdings is minimal, with Shenzhou Jiepai's audited revenue and net profit accounting for 3.54% and -4.40% of the company's consolidated figures for 2024, and 2.39% and 0.35% for the first half of 2025, respectively [2].

Core Viewpoint - ST Jinhong (000669.SZ) announced that its subsidiary, Hunan Shenzhou Jiepai Ceramics Co., Ltd. (referred to as "Shenzhou Jiepai"), will temporarily suspend operations for a comprehensive technical upgrade of its mining system to enhance safety, environmental protection, and economic efficiency [1] Company Overview - The main business of ST Jinhong is natural gas comprehensive utilization, while Shenzhou Jiepai focuses on the mining and sales of non-metallic minerals, specifically feldspar and kaolin, which are ceramic raw materials [1] Financial Impact - For the fiscal year 2024, Shenzhou Jiepai's audited revenue and net profit accounted for 3.54% and -4.40% of the company's consolidated revenue and net profit, respectively [1] - In the first half of 2025, Shenzhou Jiepai's unaudited revenue and net profit represented 2.39% and 0.35% of the company's unaudited consolidated revenue and net profit, respectively [1] - The temporary suspension of operations is not expected to have a significant impact on the company [1]

Core Viewpoint - The Guangxi Zhuang Autonomous Region is focusing on the high-quality development of the non-ferrous metal industry, particularly key metals, by establishing a comprehensive pilot zone in Nandan County to set a benchmark for the region's industrial growth [1][2]. Group 1: Policy and Planning - The meeting led by Chen Gang emphasized the importance of a "1+2+8" planning system for the non-ferrous metal industry, which includes a five-year development plan and specific implementation schemes [1]. - A comprehensive pilot zone for key metal development in Nandan County is to be established, encouraging innovative practices to serve as a model for the region [1][2]. - The formation of a state-owned enterprise group for the development of key metals in Guangxi is planned, focusing on asset evaluation and optimizing the equity structure [1]. Group 2: Resource Advantages - Guangxi is recognized as a significant region for non-ferrous metals, with 108 identified mineral resources, including 25 metal and 59 non-metal minerals, ranking among the top ten in China [2]. - The Nandan County is located in a crucial multi-metal mineral belt, known for its rich key metal resources, and is the largest lead-zinc production base globally [2]. Group 3: Recent Developments - Recent actions include targeted investment attraction for the key metal industry and discussions on the high-quality planning of the comprehensive pilot zone [3]. - The approval of the comprehensive pilot zone plan marks a significant step towards its implementation, aligning with national development strategies [3].