证券代码：000603 证券简称：盛达资源 公告编号：2026-010 盛达金属资源股份有限公司 关于收购广西来宾金石矿业有限公司 55%股权的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 一、交易概述 盛达金属资源股份有限公司（以下简称"公司"）于 2026 年 1 月 11 日召开 第十一届董事会第十四次会议，审议通过了《关于收购广西来宾金石矿业有限公 司 55%股权的议案》，同意公司以现金 26,950.00 万元收购蒋文莉、刘敏超、刘 喜峰、卢黔合计持有的广西来宾金石矿业有限公司（以下简称"广西金石矿业"） 55%股权，公司与交易对方蒋文莉、刘敏超、刘喜峰、卢黔、广西金石矿业签署 了《广西来宾金石矿业有限公司股权转让协议》（以下简称"《股权转让协议》"）， 广西金石矿业全体现有股东均同意放弃广西金石矿业 55%股权的优先购买权。本 次交易完成后，公司持有广西金石矿业 55%的股权，广西金石矿业将成为公司控 股子公司并纳入合并报表范围。具体内容详见公司于 2026 年 1 月 13 日披露的《关 于收购广西来宾金石矿业有限公司 55%股权的公 ...

虽然金银价格在暴跌后有所反弹，但A股市场黄金概念股开盘仍多数下跌。其中，豫光金铅、四川 黄金、招金黄金、白银有色、盛达资源、中国黄金、湖南白银跌停，值得注意的是，豫光金铅、盛达资 源、招金黄金、四川黄金、白银有色为连续第三日跌停。现货黄金在昨日一跌跌至4402.38美元后，今 日有明显反弹，盘中一度反弹至4855.81美元/盎司。 （责任编辑：刘畅 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com | 代码 | 名称 | | 涨幅% ↑ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 600531 | 豫光金铝 | fek | -10.01 | 219亿 | 53.79 | | 001337 | 四川黄金 | 1 | -10.01 | 225亿 | 92.39 | | 000506 | 招金黄金 | 第 | -10.00 | 193亿 ...

Market Overview - A-shares experienced a significant rebound with all three major indices rising, particularly the ChiNext Index which surged over 2% [2] - The photovoltaic industry index saw a notable increase of 4.78%, while military and aerospace indices also rose by over 3% [2] - The market structure indicates that the main drivers of the rebound were the active photovoltaic and commercial aerospace sectors [2] Photovoltaic Sector - The photovoltaic sector saw widespread gains, with TOPcon battery concept stocks leading the market [6] - Key stocks included: - Aotewei recorded a 20% limit-up - Shuangliang Energy and Fostek both hit 10% limit-up - Maiwei shares rose by 11.77% [7][8] - The demand for space-based photovoltaic energy is expected to become a new growth area, driven by global space energy needs and supply chain restructuring [9] Commercial Aerospace Sector - The commercial aerospace sector also saw rapid gains, with stocks like Tongyu Communication and Aerospace Development hitting the 10% limit-up [10][11] - The successful testing of a liquid rocket engine by a private aerospace company is expected to bolster confidence in the sector [11] Precious Metals Sector - The precious metals sector continued to decline, with several stocks hitting the 10% limit-down, including Zhaojin Gold and Sichuan Gold [15] - Despite the drop in stocks, spot gold and silver prices rebounded, with gold reaching $4,809 per ounce, up over 3% [17]

记者丨金珊 李益文 2月3日，国投白银LOF今日复牌再度跌停，报4.25元，最新溢价率为88.94%。国投白银LOF2日发布公 告称，决定参考白银期货国际主要市场的价格变动幅度，对基金资产进行合理重估；国投瑞银白银 LOF2日晚间更新净值后显示，单日净值跌幅达31.5%，创公募基金单日下跌历史纪录。 国泰海通证券认为，本轮贵金属价格的大幅下跌是对年初以来非理性上涨的技术性调整，而非黄金长期 牛市的终结。短期来看，前期过热投机情绪的降温，以及资金杠杆水平的下降有助于黄金重回更健康与 稳健的上涨趋势。长期来看，在各国信任程度下降的情况下，全球仍在经历持续的货币体系重构，央行 购金仍有较大空间，黄金长期的行情仍然会延续。 （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） 责任编辑：王珂 编辑丨江佩霞 2月3日，黄金、白银反弹，现货黄金一度重回4800美元，现货白银日内触及85美元，截至10：22，黄 金、白银涨幅均有所收窄。 | 伦敦金现 | 伦敦银现 | COMEX黄金 | | --- | --- | --- | | 4785.350 | 83.497 | 4831.9 | | +126.0 ...

Group 1 - The core point of the news is that Shengda Resources experienced a significant drop in stock price, reaching a limit down at 49.43 yuan per share, with a trading volume of 188 million yuan and a turnover rate of 0.57%, resulting in a total market capitalization of 34.105 billion yuan [1] - Shengda Resources is primarily engaged in the production and sales of silver-lead concentrate and zinc concentrate, with its main business revenue composition being: lead concentrate (including silver) 46.04%, non-ferrous metal trading 23.91%, zinc concentrate (including silver) 20.44%, renewable energy metals 5.26%, silver ingots 2.28%, others 1.05%, and gold 1.02% [1] Group 2 - From the perspective of fund holdings, one fund under Xinhua Fund has a significant position in Shengda Resources, specifically the Xinhua Industry Cycle Rotation Mixed A fund, which held 239,300 shares, accounting for 4.61% of the fund's net value, making it the ninth largest holding [2] - The Xinhua Industry Cycle Rotation Mixed A fund has a current scale of 151 million yuan and has achieved a year-to-date return of 21.16%, ranking 54 out of 8,874 in its category, and a one-year return of 93.25%, ranking 196 out of 8,124 [2] - The fund manager, Zhang Dajiang, has been in charge for 3 years and 27 days, with the fund's total asset size at 478 million yuan, achieving the best return of 97.44% and the worst return of 6.55% during his tenure [2]

Group 1 - The core viewpoint of the news is that despite a rebound in gold and silver prices, the A-share market's gold concept stocks mostly experienced declines, with several stocks hitting the daily limit down for three consecutive days [1] - The spot gold price fell to $4,402.38 per ounce before rebounding to $4,855.81 per ounce during the trading session [1] Group 2 - The following gold-related stocks experienced significant declines: - Yuguang Gold Lead: -10.01% with a market cap of 21.9 billion [2] - Sichuan Gold: -10.01% with a market cap of 22.5 billion [2] - Zhaojin Gold: -10.00% with a market cap of 19.3 billion [2] - Silver Nonferrous: -10.00% with a market cap of 82 billion [2] - Shengda Resources: -10.00% with a market cap of 34.1 billion [2] - China Gold: -9.99% with a market cap of 20 billion [2] - Hunan Silver: -9.98% with a market cap of 43.6 billion [2] - Other notable declines include: - Zhongjin Gold: -8.16% with a market cap of 147.8 billion [2] - Cuixue Jewelry: -7.53% with a market cap of 2.738 billion [2] - Hengbang Shares: -7.42% with a market cap of 24.6 billion [2] - Shandong Gold: -7.33% with a market cap of 209.8 billion [2]

（文章来源：证券日报） 证券日报网讯 2月2日，盛达资源在互动平台回答投资者提问时表示，截至2026年1月20日，公司股东人 数为51242户。 ...

证券日报网讯2月2日，盛达资源（000603）在互动平台回答投资者提问时表示，公司2025年矿产银金属 收入占营业收入的比重数据、矿山产品毛利率数据请关注公司2025年年度报告。公司会按照有关法律法 规的规定和要求及时履行信息披露义务，公司指定信息披露媒体为《证券时报》《中国证券报》《上海 证券报》《证券日报》和巨潮资讯网(www.cninfo.com.cn)，公司所有信息均以在上述媒体披露的信息为 准，请投资者理性投资，注意风险。 ...

Group 1 - The A-share market saw a significant decline in gold-related stocks, with over 20 stocks hitting the 10% limit down, including notable companies like Xiaocheng Technology, Tongling Nonferrous Metals, and China Gold [1] - Gold prices continued to retreat, with spot gold dropping to $4,586.16 per ounce, a decrease of 18% from last week's historical high of $5,595.44 [1] - Spot silver also experienced a substantial decline, falling to $76.967 per ounce, which is a 36.7% drop from last week's peak of $121.6485 [1] Group 2 - Xiaocheng Technology reported a decline of 17.08%, with a total market value of 15.3 billion [2] - Tongling Nonferrous Metals saw a decrease of 10.04%, with a market capitalization of 99.8 billion [2] - Other companies like Baijin Nonferrous Metals and Hengbang Shares also faced declines of 10.02% and 10.02%, respectively, with market values of 91.1 billion and 26.6 billion [2]

Group 1 - The core point of the news is that Shengda Resources has experienced a significant drop in stock price, reaching a limit down at 54.92 CNY per share, with a total market capitalization of 37.893 billion CNY [1] - Shengda Resources is primarily engaged in the production and sale of silver-lead concentrate and zinc concentrate, with its main business revenue composition being: lead concentrate (including silver) 46.04%, non-ferrous metal trading 23.91%, zinc concentrate (including silver) 20.44%, renewable energy metals 5.26%, silver ingots 2.28%, others 1.05%, and gold 1.02% [1] Group 2 - From the perspective of fund holdings, one fund under Shanzheng Asset Management has a significant position in Shengda Resources, with 20,700 shares held, accounting for 5.68% of the fund's net value, making it the fourth-largest holding [2] - The fund, Shanzheng Asset Management Selected Industry Mixed Initiation A (018750), has a total scale of 10.9606 million CNY and has achieved a year-to-date return of 40.68%, ranking 16th out of 9,000 in its category [2] - The fund manager, Zhuang Bo, has a tenure of 10 years and 323 days, with the best fund return during this period being 51.83% and the worst being -3% [3]