证券代码：000603 证券简称：盛达资源 公告编号：2026-007 盛达金属资源股份有限公司 股票交易异常波动公告 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、股票交易异常波动的情况介绍 盛达金属资源股份有限公司（以下简称"公司"或"本公司"）股票（证券 简称：盛达资源，证券代码：000603）连续三个交易日内（2026 年 1 月 26 日、 2026 年 1 月 27 日、2026 年 1 月 28 日）日收盘价格涨幅偏离值累计超过 20%。 根据《深圳证券交易所交易规则》的有关规定，属于股票交易异常波动的情形。 二、公司关注、核实情况说明 针对公司股票交易异常波动情况，公司对有关事项进行了核查，并函询了公 司控股股东及实际控制人，现将有关情况说明如下： 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息。 3、公司近期生产经营正常，内外部经营环境未发生重大变化。 4、公司、公司控股股东和实际控制人不存在关于本公司的应披露而未披露 的重大事项，或处于筹划阶段的重大事项。 5、公司股票交易异常波动期间，公司 ...

证券代码：000603 证券简称：盛达资源 公告编号：2026-008 盛达金属资源股份有限公司 关于发行股份购买资产并募集配套资金事项的进展公告 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。 特别提示： 1、盛达金属资源股份有限公司（以下简称"公司"）于 2024 年 10 月 31 日披 露的《盛达金属资源股份有限公司发行股份购买资产并募集配套资金预案》的"重 大事项提示"和"重大风险提示"章节中，详细披露了本次交易尚需履行的审批程 序及可能存在的风险因素，敬请广大投资者注意投资风险。 2、自本次交易预案披露以来，公司及交易相关方积极推进本次交易的相关工 作。截至本公告披露日，本次交易相关方尚需就交易细节进一步沟通商讨，交易方 案受交易各方成交意愿以及相关监管要求等的影响，存在一定的不确定性。除已披 露的风险因素外，公司尚未发现可能导致公司董事会或者交易对方撤销、中止本次 交易或者对本次交易方案作出实质性变更的相关事项，公司将继续积极推进本次交 易，并根据中国证监会和深圳证券交易所的相关规定及时履行本次交易的后续审批 和信息披露程序。 项的停牌公告》（公 ...

| | DALA / VIA | | 10001/ 18.000 | | | | --- | --- | --- | --- | --- | --- | | | 机构专用 | | 1988次 43.56% | 2415.88 | 0.55% | | ട | 机构专用 | | 1988次 43.56% | 674.44 | 0.15% | | | | (买入前5名与卖出前5名)总合计: | | 52423.56 | 11.83% | 盛达资源(000603.SZ)今日涨停，录得4天3板股价创历史新高，换手率10.36%，成交额44.31亿元。龙虎榜数据显示，深股通买入9104万元，卖出3.33亿元， 净卖出2.42亿元；五家机构买入3.45亿元，卖出3.65亿元，净卖出1993万元；游资"量化抢筹"位列买五席位，净买入4252万元。上榜席位合计净卖出1.75亿 元。(格隆汇) | 买入金额最大的前5名 | | | | | | | --- | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | | 1 机构专用 | | 198 ...

Group 1: Gold Price Surge - Spot gold prices have reached a new high, surpassing $5200 per ounce for the first time [1] - The surge in international gold prices has quickly transmitted to the domestic market, with major gold jewelry brands in China raising their prices significantly, with some brands quoting prices as high as ¥1614 per gram [2][3] Group 2: Market Predictions - Market sentiment remains optimistic about further increases in gold prices, with BMO Capital Markets predicting that gold futures could exceed $6000 per ounce by Q4 of this year [5] - Other major banks, including Bank of America and Société Générale, have also raised their gold price targets to $6000 per ounce, reflecting a broader trend among international investment banks to increase their gold price forecasts [5] Group 3: Gold Recovery from Electronics - A viral video demonstrating gold extraction from old SIM cards has sparked interest, claiming to extract over 190 grams of gold, valued at over ¥200,000 [6] - However, experts have clarified that the actual amount of gold recoverable from a single SIM card is significantly lower, with estimates suggesting only 0.02 milligrams per card, contradicting claims made in the video [8][9] - The process of extracting gold from electronic waste is complex and requires professional knowledge and legal compliance, as it involves hazardous materials [9][11]

Core Viewpoint - Shengda Resources has experienced significant stock price increases in 2023, with a year-to-date rise of 101.74% and a recent surge of 169.22% over the past 60 days, indicating strong market interest and potential growth in the industrial metals sector [1][2]. Group 1: Stock Performance - As of January 28, Shengda Resources' stock price reached 62.46 CNY per share, with a trading volume of 14.27 billion CNY and a market capitalization of 430.95 billion CNY [1]. - The stock has seen a net outflow of 68.31 million CNY in principal funds, with large orders accounting for 22.48% of purchases and 26.61% of sales [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with the latest appearance on January 23 [1]. Group 2: Financial Performance - For the period from January to September 2025, Shengda Resources reported a revenue of 1.652 billion CNY, reflecting a year-on-year growth of 18.29%, and a net profit attributable to shareholders of 323 million CNY, marking a 61.97% increase [2]. - The company has distributed a total of 1.298 billion CNY in dividends since its A-share listing, with 120 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of January 20, 2025, the number of shareholders for Shengda Resources increased to 51,200, a rise of 14.03%, while the average circulating shares per person decreased by 12.30% to 13,011 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 16.6334 million shares, a decrease of 8.9271 million shares from the previous period [3].

Group 1 - The non-ferrous metal sector continues to rise, with companies such as Shengda Resources, Tongling Nonferrous Metals, Yuguang Gold Lead, and Huafeng Aluminum reaching new highs during trading [1] - Silver Industry has achieved a seven-day consecutive increase, indicating strong market performance [1] - Companies like Zinc Industry Co., Yiqiu Resources, Electric Alloy, Pengxin Resources, Northern Copper, China Aluminum, and China Nonferrous Metals are also experiencing significant gains [1]

Group 1 - As of January 27, the A-share margin balance is 27,233.91 billion yuan, a decrease of 20.5 billion yuan from the previous trading day, accounting for 2.61% of the A-share circulating market value [1] - The margin trading volume on the same day was 2,794.96 billion yuan, down by 319.11 billion yuan from the previous trading day, representing 9.56% of the A-share transaction volume [1] - Among the 31 primary industries in Shenwan, 17 industries experienced net financing inflows, with the communication industry leading at a net inflow of 1.11 billion yuan [1] Group 2 - A total of 41 stocks had net financing inflows exceeding 100 million yuan, with Tianfu Communication leading at a net inflow of 756 million yuan [1] - Other stocks with significant net financing inflows include Mingyang Smart Energy, Zijin Mining, New Yisheng, SMIC, Guomao Technology, China Railway, Cambricon, Shengda Resources, and Yuguang Gold Lead [1][2] - Recently, Amazon Web Services announced a price increase of approximately 15% for its EC2 machine learning capacity blocks used for large model training, indicating sustained high demand for AI computing power [2]

【贵金属概念集体高开 中国黄金4连板】智通财经1月28日电，贵金属概念集体高开，中国黄金4连板， 湖南黄金3连板，四川黄金、赤峰黄金、招金黄金、豫光金铅、盛达资源、兴业银锡高开。消息面上， 现货黄金持续刷新历史新高，涨幅扩大至2.6%，报5142美元/盎司。现货白银站上113美元/盎司。 转自：智通财经 ...

沪指开盘涨0.25%，报4150.22点，深成指涨0.29%，报14371.96点，创业板指涨0.51%，报3359.79点，科 创50指数涨0.66%，报1566.19点。沪深两市合计成交额249.24亿元，全市场超2800股下跌。 | 名称 | 涨幅 现价 | 涨跌 | | --- | --- | --- | | 上证指数 | +0.25% 4150.22 +10.32 | | | 深证成指 | +0.29%14371.96 +42.05 | | | 创业板指 | +0.51% 3359.79 +17.19 | | | 科创50 | +0.66% 1566.19 +10.21 | | | 北证50 | +0.05% 1565.76 | +0.83 | 贵金属概念集体高开，中国黄金4连板，湖南黄金3连板，四川黄金、赤峰黄金、招金黄金、豫光金铅、 盛达资源、兴业银锡高开。消息面上，现货黄金盘中首次突破5200美元/盎司，再创新高，新年首月累 计涨超880美元。截至发稿，报5184.54美元/盎司，涨0.05%。 | 名称 | 涨幅量 1分钟涨速 | | | --- | --- | --- | | 贵金属 | ...

证券研究报告 | 2026年01月27日 $\Delta$H${}_{\rm H}$H${}_{\rm H}$H${}_{\rm H}$H${}_{\rm H}$H${}_{\rm H}$H${}_{\rm H}$H${}_{\rm H}$H${}_{\rm H}$H${}_{\rm H}$H${}_{\rm H}$H${}_{\rm H}$H${}_{\rm H}$H${}_{\rm H}$H${}_{\rm H}$H${}_{\rm H}$H${}_{\rm H}$H${}_{\rm H}$H${}_{\rm H}$H${}_{\rm H}$H${}_{\rm H}$H${}_{\rm H}$H${}_{\rm H}$H${}_{\rm H}$H${}_{\rm H}$H${}_{\rm H}$ 公募 FOF 基金 2025 年四季度概览 截至 2025Q4，全市场已成立FOF产品数量 549 只，合计规模为 2441.88 亿元，相比 2025Q3 增加 26.20%。根据穿透后权益资产占比将FOF划 分为偏债型FOF、平衡型FOF和偏股型FOF，2025Q4 规模分别为 1611.13 亿元、454. ...