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| case_id,batch_id,run_id,company_name,stock_code,primary_metal_tags,chain_position,source_type,source_name,source_url,source_period_or_date,business_exposure_summary,resource_or_capacity_summary,profit_sensitivity_summary,trigger_condition_draft,failure_condition_draft,risk_draft,review_status,notes
| ANA-YS-INDUSTRY-001,BATCH-003,RUN-ANA-YS-COMPANY-SOURCE-002,紫金矿业,601899.SH / 02899.HK,铜|金|锌|锂,矿山资源开发与冶炼,"company_ir_annual_report","Zijin Mining annual reports / 2025 annual report",https://www.zijinmining.com/investor/year-report.jsp,2025,"公司年报入口显示 2025 Annual Report；年报/业绩材料覆盖矿产铜、矿产金等核心品种。","2025 annual results material shows mine-produced copper and gold production information; detailed mine/resource table needs row-level extraction.","利润弹性主要来自铜、金价格、矿山产量、成本和海外项目进度，需后续量化。","铜金价格、矿山产量增长、海外项目投产或成本改善。","金属价格回落、矿山扰动、海外政治/合规风险、成本上行。","海外项目、矿山安全、汇率、金属价格周期、环保合规。",DRAFT_FOR_REVIEW,"Official company IR page used as source entry; numeric extraction to follow."
| ANA-YS-INDUSTRY-001,BATCH-003,RUN-ANA-YS-COMPANY-SOURCE-002,中国铝业,601600.SH / 02600.HK,铝|氧化铝|铝土矿|镓,铝土矿-氧化铝-电解铝-铝加工一体化,"company_annual_report","Aluminum Corporation of China annual report",https://www.chalco.com.cn/zlgfen/tzzgxen/yjbgen/202506/P020250609385367472862.pdf,2024/2025,"年报披露公司为中国铝行业领先企业，业务包括铝土矿、氧化铝、原铝、铝合金和碳素等。","年报称氧化铝、电解铝、精细氧化铝、高纯铝、铝阳极和镓金属产能居行业前列；需补 2025 中文年报直接表格。","利润弹性来自氧化铝/电解铝价格、铝土矿成本、能源成本和产能利用率。","氧化铝或铝价改善、成本下行、资源保障增强、产能结构优化。","铝价回落、铝土矿/电力成本上行、海外供应扰动反噬、同业竞争整改不及预期。","周期价格、原料进口、能源成本、环保和安全监管。",DRAFT_FOR_REVIEW,"English annual report entry currently used; Chinese 2025 report also identified for follow-up extraction."
| ANA-YS-INDUSTRY-001,BATCH-003,RUN-ANA-YS-COMPANY-SOURCE-002,北方稀土,600111.SH,稀土|镨钕|磁材原料,稀土冶炼分离与功能材料,"company_website_and_annual_report","北方稀土官网 / 2025 年度报告入口",https://www.reht.com/,2025,"公司官网提供信息公开、年度报告等入口；2025 年报披露稀土市场、产品价格和公司经营情况。","需要从 2025 年报补冶炼分离、稀土氧化物、磁材相关产能和产品结构。","利润弹性来自镨钕等稀土产品价格、配额/供给政策、下游磁材需求。","稀土价格上行、出口许可改善、下游磁材需求恢复、供给侧约束强化。","稀土价格回落、出口限制影响订单、配额或采购成本变化。","政策、出口管制、价格波动、下游需求和关联交易。",DRAFT_FOR_REVIEW,"Official website is source entry; annual report numeric table needs direct extraction."
| ANA-YS-INDUSTRY-001,BATCH-003,RUN-ANA-YS-COMPANY-SOURCE-002,赣锋锂业,002460.SZ / 01772.HK,锂|碳酸锂|氢氧化锂|金属锂,锂资源-锂盐-电池材料-回收,"company_ir_annual_report","Ganfeng Lithium official IR annual report page",https://www.ganfenglithium.com/ir_detail_en/id/2867.html,2025,"官网年报入口显示 2025 Annual Report；公司产品覆盖多类锂化合物和金属锂，并延伸到电池材料、固态电池和回收。","需从年报补各项目资源、产能、权益比例和投产进度。","利润弹性来自锂盐价格、资源自给率、产能利用率、库存和海外资源项目。","锂价改善、资源项目推进、锂盐产能利用率回升、电池回收或固态电池进展。","锂价下行、项目爬坡不及预期、海外资源政策风险、库存减值。","锂价周期、海外项目、汇率、技术路线和客户需求。",DRAFT_FOR_REVIEW,"Official IR source found; detailed annual report extraction pending."
| ANA-YS-INDUSTRY-001,BATCH-003,RUN-ANA-YS-COMPANY-SOURCE-002,天齐锂业,002466.SZ / 09696.HK,锂|锂精矿|锂化合物,锂资源与锂化工,"exchange_annual_report","Tianqi Lithium 2025 annual report - HKEXnews",https://www.hkexnews.hk/listedco/listconews/sehk/2026/0427/2026042702593_c.pdf,2025,"2025 年报披露公司产品分为锂精矿、锂化合物及衍生品，并有中国大陆与海外收入分区。","需补 Greenbushes、锂盐产能等资源/产能表格。","利润弹性来自锂精矿、锂盐价格，权益资源项目和加工产能利用率。","锂价修复、锂精矿/锂盐销量改善、资产负债率改善、项目产能释放。","锂价再次下行、权益项目利润波动、汇兑和海外政策风险。","锂价周期、海外资源、客户需求、财务杠杆和项目投产。",DRAFT_FOR_REVIEW,"HKEX annual report source used; official company site also available."
| ANA-YS-INDUSTRY-001,BATCH-003,RUN-ANA-YS-COMPANY-SOURCE-002,华友钴业,603799.SH,钴|镍|锂|三元前驱体|正极材料,钴镍资源-前驱体-正极材料-回收,"company_ir_annual_report","Huayou Cobalt official financial statements page / 2025 Annual Report",https://www.huayou.com/en/invester/financial-statements,2025,"公司官网财务报表页列示 2025 Annual Report；公司业务覆盖钴镍资源、新能源材料和回收。","需从年报补印尼镍、钴资源、前驱体/正极材料产能和销量。","利润弹性来自镍钴锂价格、材料加工费、产能利用率和海外资源项目。","镍钴价格改善、材料需求恢复、海外项目放量、成本下降。","镍钴价格下行、材料需求低迷、海外项目与合规风险、库存减值。","金属价格、印尼政策、客户需求、技术路线和环保安全。",DRAFT_FOR_REVIEW,"Official company IR source found."
| ANA-YS-INDUSTRY-001,BATCH-003,RUN-ANA-YS-COMPANY-SOURCE-002,江西铜业,600362.SH / 00358.HK,铜|黄金|白银|硫酸,铜矿采选-冶炼-加工,"exchange_or_company_annual_report","Jiangxi Copper 2025 annual report - HKEXnews / company site",https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0429/2026042904580.pdf,2025,"2025 年报入口已识别；公司为铜采选、冶炼、加工和贵金属副产品相关公司。","需从年报补阴极铜产量、铜精矿自产比例、资源储量和冶炼加工能力。","利润弹性来自铜价、TC/RC、硫酸价格、贵金属副产品和冶炼产能利用。","铜价改善、加工费修复、硫酸/贵金属副产品改善、自有矿贡献提升。","铜价下行、加工费压缩、原料供应扰动、冶炼成本上升。","铜价周期、原料采购、加工费、环保安全和汇率。",DRAFT_FOR_REVIEW,"HKEX annual report source used; company English site 2024 report also identified."
| ANA-YS-INDUSTRY-001,BATCH-003,RUN-ANA-YS-COMPANY-SOURCE-002,山东黄金,600547.SH / 01787.HK,黄金|白银,黄金矿山采选冶,"exchange_annual_report","Shandong Gold 2025 annual report - HKEXnews / SSE annual report",https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0429/2026042905406.pdf,2025,"年报/公告披露公司主要生产标准金锭、投资金条、合质金和银锭等产品。","需补金矿资源储量、矿产金产量、主要矿山和成本表。","利润弹性来自金价、矿产金产量、成本和并购矿山整合。","金价维持高位、矿山产量增长、成本控制、资源并购整合。","金价回落、矿山安全/环保、资源品位变化、并购整合不及预期。","金价、矿山安全、资源储量、海外/并购和成本。",DRAFT_FOR_REVIEW,"HKEX and A-share annual report sources both identified."
| ANA-YS-INDUSTRY-001,BATCH-003,RUN-ANA-YS-COMPANY-SOURCE-002,云铝股份,000807.SZ,铝|氧化铝|铝土矿|绿色铝,铝土矿-氧化铝-电解铝-铝加工,"exchange_annual_report","Yunnan Aluminium 2025 annual report summary - CNINFO",https://static.cninfo.com.cn/finalpage/2026-03-28/1225043141.PDF,2025,"年报摘要披露公司主要业务为铝土矿开采、氧化铝、电解铝、铝加工及铝用炭素生产和销售。","需补绿色水电铝产能、氧化铝/电解铝产量和成本结构。","利润弹性来自铝价、氧化铝价格、电力成本和产能利用率。","铝价改善、云南电力约束缓解、绿色铝溢价、氧化铝成本改善。","铝价下行、云南限电影响、电力成本上行、氧化铝价格波动。","电力供应、铝价周期、原料成本、环保和安全。",DRAFT_FOR_REVIEW,"CNINFO annual report summary used; full annual report extraction pending."
| ANA-YS-INDUSTRY-001,BATCH-003,RUN-ANA-YS-COMPANY-SOURCE-002,锡业股份,000960.SZ,锡|铜|锌|铟,锡矿采选冶与锡深加工,"company_website_or_annual_report","Yunnan Tin official website / 2025 annual report notice",https://www.ytl.com.cn/,2025,"公司官网和公告入口显示锡业股份相关定期报告；公开年报摘要披露主营业务包括锡、铜、锌、铟等金属矿勘探、开采、选矿和冶炼。","需补锡资源储量、锡金属产量、冶炼产能和深加工业务占比。","利润弹性来自锡价、资源自给率、冶炼加工和铟/铜/锌副产品。","锡价上行、供给扰动延续、资源/冶炼产量提升、深加工改善。","锡价回落、矿端供应恢复、成本上行、资源品位下降。","锡价周期、矿山安全、资源品位、环保和下游电子需求。",DRAFT_FOR_REVIEW,"Official website source entry used; annual report exact PDF needs follow-up capture."
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