2月27日，金徽股份大宗交易成交100万股，成交额1797万元，占当日总成交额的5.26%，成交价17.97 元，较市场收盘价18.24元折价1.48%。 | 交易日期 | | 证券代码 | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | | | 卖出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | | 026-02-27 | 金徽股份 | 603132 | 1797 公奇量和醫學育思 17.97 | 100 | 去筒语蒸劈纹高圆 | | 190 | ...

2月25日，金徽股份大宗交易成交100万股，成交额1777万元，占当日总成交额的4.64%，成交价17.77 元，较市场收盘价18.04元折价1.5%。 | 交易日期 | | 证券代码 | 成交价(元) 成交金额[万元) 成交量( *) 买入营业部 | | | | 卖出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 026-02-25 | 金徽股份 | 603132 | 100 17.77 | 1777 | 公司是香港经济 | 去筒音蒸劈致寄興 | | ка | ...

| 交易日期 | | 证券代码 | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | | | 卖出营业部 | 是否为专场 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 026-02-24 | 金徽股份 | 603132 | 1722 17.22 | 100 | 公司是香港经济 | 去筒音蒸劈致寄門 | | 190 | 2月24日，金徽股份大宗交易成交100万股，成交额1722万元，占当日总成交额的5.33%，成交价17.22 元，较市场收盘价17.48元折价1.49%。 ...

估值溢价过高，远超行业水平 财务状况 公司自身债务压力加剧 公司估值 标的公司福圣矿业截至2026年1月31日的股东权益账面价值仅990.90万元，而收购对价达2.1亿元，评估 溢价率高达2023.27%。相比同业，福圣矿业的吨金资源量收购价格为1.31亿元，达到山东黄金 （600547）同期收购价格的7倍，紫金矿业（601899）等巨头的收购案例也显示其溢价率显著偏离行业 常态。 公司项目推进 标的资产资源可靠性存疑 老圣沟金矿的资源量中推断级(333)和预测级(334)占比偏高，而探明级资源量缺失，其资源品位和连续 性存在较高不确定性。该矿自2014年6月起停产超11年，设备老化严重，需大规模重建，但具体投产周 期、投资规模尚未明确测算，业绩兑现周期可能较长。 经济观察网金徽股份（603132）(603132.SH)于2026年2月9日公告拟以2.1亿元现金收购徽县福圣矿业开 发有限公司100%股权，从而切入金矿开采领域。此次收购引发市场质疑，主要基于以下几点风险因 素： 行业与风险分析 主业增长乏力下的跨界风险 公司2025年第三季度归母净利润同比下滑30.26%，核心产品锌精矿价格下行对盈利形成压力。 ...

Group 1 - The core point of the article is that Jinwei Co., Ltd. reported a total of 33,844 shareholders as of February 10, 2026 [2]

| | | 2月12日，金徽股份大宗交易成交100万股，成交额1708万元，占当日总成交额的4.49%，成交价17.08元，较市场收盘价17.34元折价1.5%。 ...

Core Viewpoint - The acquisition of 100% equity in Huixian Fusheng Mining Development Co., Ltd. by Jinhui Mining Co., Ltd. for 210 million yuan marks a strategic move into the gold mining sector, enhancing the company's diversified metal portfolio [1] Group 1: Company Strategy - The acquisition will make Fusheng Mining a wholly-owned subsidiary, allowing it to be included in the company's consolidated financial statements [1] - The core asset of the acquisition is the Laoshenggou gold mine, located in Gansu Province, which has favorable geological conditions and high-grade gold resources [1] - The mining rights for Laoshenggou allow for an annual production scale of 50,000 tons, with a resource reserve of approximately 771,600 tons of ore and 1.63 tons of gold metal [1] Group 2: Market Context - The acquisition aligns with the current structural adjustments in the mining industry and the rising market demand for gold as a safe-haven asset [2] - As of February 9, the spot gold price was reported at $5,057.95 per ounce, indicating a steady upward trend in market prices [2] - The domestic retail prices for gold have also increased, with brands like Chow Tai Fook and Chow Sang Sang selling gold at 1,560 yuan per gram, reflecting strong consumer and investment demand [2] Group 3: Industry Trends - The mining industry is experiencing a trend of resource integration and structural adjustment, with companies increasingly pursuing mergers and acquisitions to expand their scale and diversify their mineral portfolios [3] - Gold is recognized for its dual attributes as both a commodity and a financial asset, making it a preferred investment during economic uncertainties [3] - Recent trends show that companies like Zijin Mining and Luoyang Luanchuan Molybdenum Group are actively acquiring gold mining assets globally, highlighting the investment value in the gold mining sector [3]

Group 1 - Xi Jinping emphasized the importance of technological self-reliance for building a modern socialist country during his visit to the National Innovation Park in Beijing, where he observed advancements in AI and robotics [1] - The Shanghai, Shenzhen, and Beijing stock exchanges announced a package of measures to optimize refinancing processes for high-quality listed companies, aiming to enhance refinancing efficiency [2] - The Ministry of Commerce plans to implement a vehicle trade-in program by 2026 to boost automotive consumption, alongside other reforms in the automotive circulation sector [3] Group 2 - Zhongke Shuguang announced plans to issue convertible bonds to raise up to 8 billion yuan for advanced computing cluster projects focused on AI [5] - Efort plans to acquire 100% of Shengpu shares, with stock resuming trading on February 10; Hainan Mining intends to acquire 69.9% of Fengrui Fluorine Industry shares, also resuming trading [6] - Jinhui shares announced a 210 million yuan acquisition of 100% of Fusheng Mining, which holds a gold mining license with an annual production capacity of 50,000 tons [6] Group 3 - Mengguli announced an investment of 929 million yuan to build a project for producing 30,000 tons of lithium-ion battery cathode materials annually [7] - Yuanjie Technology plans to invest 1.251 billion yuan in the second phase of a semiconductor chip and device R&D production base, focusing on high-speed optical chips [7] - Cuihua Jewelry is under investigation by the CSRC for suspected violations of information disclosure regulations [8] Group 4 - The transportation regulatory office conducted a meeting with Gaode Dache, highlighting issues such as inadequate management of partner ride-hailing platforms and improper emergency responses [13] - The U.S. stock market saw gains, with major indices rising, particularly Oracle, which increased by over 9% [14] - COMEX gold futures rose by 2.1% to $5084.2 per ounce, while silver futures increased by 8% to $83.05 per ounce [15]

Industry News - The Ministry of Transport's new regulatory meeting addressed issues with Gaode Taxi, highlighting management shortcomings and requiring immediate corrective actions to protect driver rights [41] - The Ministry of Commerce held a meeting with automotive companies to discuss strategies for enhancing automotive consumption, including the implementation of a vehicle trade-in program and industry management improvements by 2026 [41] - Apple plans to launch a new iPhone Flip model following the iPhone Fold, prompting Samsung Display to evaluate expanding OLED panel production capacity for Apple [41] - Rare earth product prices have increased, with praseodymium-neodymium oxide averaging 798,800 yuan/ton, up 41,300 yuan/ton; neodymium metal averaging 976,300 yuan/ton, up 61,900 yuan/ton; dysprosium oxide averaging 1,400,800 yuan/ton, up 16,500 yuan/ton; and terbium oxide averaging 6,214,300 yuan/ton, up 77,200 yuan/ton [41][42] Company News - Zhiguang Electric announced a contract for the sale of energy storage systems worth 1.004 billion yuan [43] - Zhejiang Longsheng reported a price increase of 5,000 yuan/ton for certain disperse dyes as of February 8 [43] - Source Technology plans to invest 1.251 billion yuan in the second phase of its optical communication semiconductor chip and device R&D production base [48] - Jinwei Co. intends to acquire 100% of Fusheng Mining for 210 million yuan, with the target company holding mining rights for a production scale of 50,000 tons/year [48]

重要内容提示： ● 金徽矿业股份有限公司（以下简称"公司"）以现金方式收购徽县福圣矿业开发有限公司（以下简 称"福圣矿业"）100%股权，收购对价为21,000.00万元，交易完成后，福圣矿业将成为公司全资子公 司，纳入公司合并报表范围。 证券代码：603132 证券简称：金徽股份 公告编号：2026-004 金徽矿业股份有限公司关于以现金方式收购股权的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 ● 本次交易不构成关联交易，亦不构成《上市公司重大资产重组管理办法》规定的重大资产重组。 ● 本次交易无需提交公司董事会、股东会审议标准。 一、交易概述 为进一步扩大公司业务规模，增强公司核心竞争力，公司与柴小刚于2026年2月6日签署了《股权转让协 议》，以现金方式收购柴小刚持有的福圣矿业100%股权，交易对价为人民币21,000.00万元，资金来源 为公司自有资金。本次交易完成后，公司将持有福圣矿业100%股权。 本次交易未达到董事会、股东会审议标准，无需提交公司董事会、股东会审议。 二、交易对方的基本情况 柴小刚，男， ...