10月15日，鄂尔多斯盘中下跌2.00%，截至10:34，报10.77元/股，成交6938.74万元，换手率0.32%，总 市值301.43亿元。 资金流向方面，主力资金净流出243.46万元，特大单买入0.00元，占比0.00%，卖出111.50万元，占比 1.61%；大单买入575.39万元，占比8.29%，卖出707.35万元，占比10.19%。 鄂尔多斯今年以来股价涨17.58%，近5个交易日涨5.80%，近20日涨8.02%，近60日涨17.83%。 鄂尔多斯所属申万行业为：钢铁-冶钢原料-冶钢辅料。所属概念板块包括：多晶硅、小金属、水泥、中 盘、太阳能等。 截至6月30日，鄂尔多斯股东户数5.83万，较上期增加0.12%；人均流通股0股，较上期增加0.00%。2025 年1月-6月，鄂尔多斯实现营业收入118.25亿元，同比减少11.83%；归母净利润9.89亿元，同比减少 1.82%。 分红方面，鄂尔多斯A股上市后累计派现125.85亿元。近三年，累计派现59.17亿元。 机构持仓方面，截止2025年6月30日，鄂尔多斯十大流通股东中，华泰柏瑞上证红利ETF（510880）位 居第三大流通股东， ...

10月14日，鄂尔多斯涨5.02%，截至发稿，报11.09元/股，成交1.38亿元，换手率0.65%，总市值310.38 亿元。 南方中证500ETF（510500）基金经理为罗文杰。 截至发稿，罗文杰累计任职时间12年179天，现任基金资产总规模1389.99亿元，任职期间最佳基金回报 153.6%， 任职期间最差基金回报-47.6%。 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 资料显示，内蒙古鄂尔多斯资源股份有限公司位于内蒙古鄂尔多斯市东胜区罕台轻纺街1号，成立日期 1995年10月15日，上市日期2001年4月26日，公司主营业务涉及羊绒服装、电力冶金化工。主营业务收 入构成为：硅铁37.05%，PVC树脂18.59%，服装13.60%，烧碱7.78%，其他7.65%，煤炭5.87%，硅锰合 金3.76%，化肥2.81%，电石2.55%，多晶硅0.34%。 从鄂尔多斯十大流通股东角度 数据显示，南方基金旗下1只基金位居鄂尔多斯十大流通股东。 ...

Group 1 - The stock price of Erdos increased by 2.01% on September 25, reaching 10.14 CNY per share, with a trading volume of 18.28 million CNY and a market capitalization of 28.38 billion CNY [1] - Year-to-date, Erdos's stock price has risen by 10.70%, with a 3.79% increase over the last five trading days, a 0.98% decrease over the last 20 days, and a 14.32% increase over the last 60 days [2] - As of June 30, 2025, Erdos had 58,300 shareholders, an increase of 0.12% from the previous period, with an average of 0 circulating shares per shareholder [2] Group 2 - Erdos's main business revenue composition includes: silicon iron (37.05%), PVC resin (18.59%), clothing (13.60%), caustic soda (7.78%), and others [2] - The company has distributed a total of 12.59 billion CNY in dividends since its A-share listing, with 5.92 billion CNY distributed in the last three years [3] - As of June 30, 2025, major shareholders include Huatai-PB Shanghai Composite Dividend ETF, which holds 41.74 million shares, a decrease of 8.52 million shares from the previous period [3]

Group 1: Company Operations and Projects - The company has made significant progress in the resumption of operations at Limi Mining, including completion of underground dredging and road repairs, with ongoing drainage work [2] - The quartz sand project is currently in limited sales, with ongoing R&D to enhance product quality and market competitiveness, aiming to become a new profit growth point [2] - The company is focused on comprehensive planning and coordination to expedite the resumption of operations at Limi Mining [2] Group 2: Financial Performance and Strategy - The PVC segment reported a gross margin of -33%, indicating that increased production leads to greater losses; however, the overall gross margin for chlor-alkali products remains at 10.70% [3] - The company is committed to enhancing operational efficiency and profitability despite ongoing losses, with a focus on high-value specialty resin production [3] - The company plans to adapt to market conditions and improve operational effectiveness to maximize profitability [4] Group 3: Future Outlook and Risk Management - The company acknowledges the risk of potential closure if new projects do not generate revenue in a timely manner, emphasizing the need for strategic planning and market responsiveness [3] - The company aims to accelerate transformation and seek new profit growth points to ensure sustainable and healthy development [4]

Core Viewpoint - The company, Xinjinlu (000510), expects a net profit loss attributable to shareholders of approximately 60 million to 70 million yuan for the period from January 1, 2025, to June 30, 2025, indicating a year-on-year change of -3.07% to -20.25% [1] Financial Performance - The net profit loss after deducting non-recurring gains and losses is estimated to be around 61 million to 71 million yuan, reflecting a year-on-year change of 1.88% to -14.20% [1] - The basic earnings per share are projected to be between -0.0925 yuan and -0.1079 yuan [1] Industry Context - The primary reason for the performance fluctuation is the intensified market competition in the chlor-alkali chemical industry, particularly affecting the sales prices of the main product, PVC resin, which are currently experiencing low-level fluctuations [1]