公司本次收购紫金矿业转让的金沙钼业24%股权，一方面是为了充分发挥钼产业开发利用优势，进一步 强化资源保障，巩固提升行业影响力;另一方面，为了加快实现沙坪沟钼矿开发建设，尽早实现资源价 值，获取投资收益。 智通财经APP讯，金钼股份(601958.SH)发布公告，公司将以17.31亿元对价收购紫金矿业集团股份有限 公司(简称紫金矿业)转让的安徽金沙钼业有限公司(简称金沙钼业)24%股权。本次交易完成后，公司持 有金沙钼业34%的股权，紫金矿业(或其全资子公司)持有金沙钼业60%的股权。 ...

Core Viewpoint - Zijin Mining (02899) is experiencing strong market momentum, with its stock price recently reaching 40.22 HKD, marking a 2.39% increase in a single day, driven by the company's market capitalization exceeding 1 trillion RMB for both A-shares and H-shares by the end of 2025, indicating market recognition of its growth strategy involving gold, copper, and lithium [1] Technical Analysis - The stock price is currently positioned above all key moving averages, with the 10-day, 30-day, and 60-day moving averages at 37.57 HKD, 34.86 HKD, and 33.36 HKD respectively, forming a bullish pattern [2] - The overall technical rating from Investing.com is "strong buy," with momentum indicators like MACD and CCI signaling positive trends; however, the RSI is at 73, indicating overbought conditions, suggesting potential short-term volatility [2] - Key resistance is identified at 41.5 HKD, with a potential next target of 44.9 HKD if this level is breached; support levels are at 37.3 HKD and a stronger support at 35.2 HKD [3] Market Sentiment and Growth Drivers - Market optimism for Zijin Mining is intertwined with global macroeconomic trends and the company's individual growth potential, particularly as central banks increase gold reserves amid geopolitical tensions, driving long-term gold price increases [5][6] - The company anticipates a significant profit increase of approximately 59% to 62% for the fiscal year 2025, projecting net profits between 51 billion to 52 billion RMB, indicating strong growth momentum [8] Derivative Instruments and Strategies - In a rising stock trend, derivative instruments have shown enhanced capital efficiency, with notable performance from UBS and HSBC bull certificates, which increased by 42% and 39% respectively [9] - Investors are advised to consider derivative products closely tied to key support and resistance levels, with options for bullish certificates near resistance and protective bull certificates below strong support [11][12] - For those anticipating a price correction, high-leverage bear certificates are available, but they carry significant risk due to their proximity to current stock prices [13]

证券日报网讯 1月15日，金钼股份发布公告称，2026年1月14日，公司第五届董事会第二十九次会议审 议通过《关于公司收购安徽金沙钼业有限公司24%股权的议案》，公司将以人民币173，087万元对价收 购紫金矿业集团股份有限公司（简称"紫金矿业"）转让的安徽金沙钼业有限公司（简称"金沙钼业"） 24%股权。本次交易完成后，公司持有金沙钼业34%的股权，紫金矿业（或其全资子公司）持有金沙钼 业60%的股权。本次交易在公司董事会决策的权限范围内，无需提交股东会审议。 （文章来源：证券日报） ...

沙坪沟钼矿是全球罕见的超大型未开发斑岩型钼矿，具有资源储量大、成份单一、矿体集中、品位较高 等优势。本次合作将形成紫金矿业主导矿山开发、金钼股份主导冶炼加工的优势互补格局，推动沙坪沟 钼矿高效开发，延伸产业链，带动地方经济发展，加速资源优势向经济效益转化。 在金钼股份同意按照《合作协议》约定的条款和安排设立、建设并运营冶炼公司的前提下，紫金矿业同 意以人民币173,087万元的对价向金钼股份转让金沙钼业24%股权。转让完成后，紫金矿业或其子公 司、金钼股份、金寨县城镇开发投资有限公司分别持有金沙钼业60%、34%、6%股权，金沙钼业的建 设、运营由紫金矿业主导。 格隆汇1月15日丨紫金矿业(02899.HK)公告，2026年1月15日，公司与金堆城钼业股份有限公司(以下简 称"金钼股份"，上海证券交易所股票代码：601958)签署《项目合作及股权转让协议》(以下简称"《合作 协议》")。双方在2025年8月29日签署的《合作意向书》框架下，正式就安徽省金寨县沙坪沟钼矿(以下 简称"沙坪沟钼矿")的一体化开发和深加工等业务达成一揽子合作。 依据《合作协议》，金钼股份应与安徽金沙钼业有限公司(持有沙坪沟钼矿100 ...

Core Viewpoint - Zijin Mining (601899) and Jinchuan Group Co., Ltd. (601958) have signed a cooperation agreement for the integrated development and deep processing of the Shapinggou Molybdenum Mine in Anhui Province, enhancing resource utilization and economic benefits [1][2]. Group 1 - The cooperation agreement was signed on January 15, 2026, following a framework established in a letter of intent signed on August 29, 2025 [1]. - Jinchuan Group will collaborate with Anhui Jinsan Molybdenum Co., Ltd. to establish a smelting company in the county where the Shapinggou Molybdenum Mine is located, with a capital structure aligned with the mine's development scale [1][2]. - The ownership of the smelting company will be divided, with Jinchuan Group holding 51% and Jinsan Molybdenum holding 49%, while Jinchuan Group will lead the construction and operation [1]. Group 2 - Zijin Mining will transfer 24% of its stake in Jinsan Molybdenum to Jinchuan Group for a consideration of RMB 173,087 million, resulting in Zijin Mining holding 60% and Jinchuan Group holding 34% of Jinsan Molybdenum [2]. - The Shapinggou Molybdenum Mine is noted for being a rare, large undeveloped porphyry-type molybdenum mine with significant resource reserves and high-grade ore [2]. - This collaboration aims to create a complementary advantage between Zijin Mining's mining operations and Jinchuan Group's smelting and processing capabilities, promoting efficient development and extending the industrial chain [2].

Core Viewpoint - Zijin Mining (02899.HK) has signed a project cooperation and equity transfer agreement with Jinchuan Group Co., Ltd. to develop and process the Shapinggou Molybdenum Mine in Anhui Province, China, enhancing resource utilization and economic benefits [1][2] Group 1: Agreement Details - The cooperation agreement was signed on January 15, 2026, following a letter of intent signed on August 29, 2025 [1] - Jinchuan Group and Anhui Jinsan Molybdenum Co., Ltd. will jointly invest to establish a smelting company in the region, with a capital structure aligned with the development scale of the Shapinggou Molybdenum Mine [1][2] - Jinchuan Group will hold 51% and Anhui Jinsan Molybdenum will hold 49% of the smelting company, which will be primarily operated by Jinchuan Group [1] Group 2: Equity Transfer - Zijin Mining will transfer 24% of its stake in Anhui Jinsan Molybdenum to Jinchuan Group for a consideration of RMB 173,087,000 [2] - Post-transfer, Zijin Mining will hold 60%, Jinchuan Group 34%, and the local development company 6% of Anhui Jinsan Molybdenum [2] Group 3: Resource and Economic Impact - The Shapinggou Molybdenum Mine is a rare, large undeveloped porphyry-type molybdenum mine with significant resource reserves and high-grade ore [2] - The collaboration aims to create a complementary advantage between Zijin Mining's mining operations and Jinchuan Group's smelting and processing capabilities, promoting efficient development and extending the industrial chain [2]

Core Viewpoint - Zijin Mining (02899) has signed a project cooperation and equity transfer agreement with Jinchuan Group Co., Ltd. to develop and process the Shapingou Molybdenum Mine in Anhui Province, enhancing resource utilization and economic benefits [1][2] Group 1: Agreement Details - The cooperation agreement was signed on January 15, 2026, following a letter of intent signed on August 29, 2025 [1] - Jinchuan Group will collaborate with Anhui Jinsan Molybdenum Co., Ltd. to establish a smelting company in the county where the Shapingou Molybdenum Mine is located, with a capital structure aligned with the mine's development scale [1][2] - Jinchuan Group and Jinsan Molybdenum will hold 51% and 49% of the smelting company's shares, respectively, with Jinchuan Group leading the construction and operation [1] Group 2: Equity Transfer - Zijin Mining will transfer 24% of its stake in Jinsan Molybdenum to Jinchuan Group for a consideration of RMB 173,087 million [2] - Post-transfer, Zijin Mining will hold 60%, Jinchuan Group 34%, and Jinchuan County Urban Development Investment Co., Ltd. 6% of Jinsan Molybdenum [2] Group 3: Resource and Economic Impact - The Shapingou Molybdenum Mine is a rare, large undeveloped porphyry-type molybdenum mine with significant resource reserves and high-grade ore [2] - The collaboration aims to create a complementary advantage with Zijin Mining leading the mining development and Jinchuan Group focusing on smelting and processing, promoting efficient resource development and local economic growth [2]

關於簽署沙坪溝鉬礦項目合作及股權轉讓協議的公告 茲提述紫金礦業集團股份有限公司（以下簡稱「紫金礦業」或「本公司」）日期為 2022 年 10 月 21 日的關於收購安徽沙坪溝鉬礦的公告及 2025 年 8 月 29 日的關於安徽沙坪溝鉬礦項目 收購完成交割暨簽署《合作意向書》的公告（「該等公告」）。除另有定義外，本公告內所用 辭彚與該等公告所載者具有相同涵義。 2026 年 1 月 15 日，本公司與金堆城鉬業股份有限公司（以下簡稱「金鉬股份」，上海證券交 易所股票代碼：601958）簽署《項目合作及股權轉讓協議》（以下簡稱「《合作協議》」）。雙方 在 2025 年 8 月 29 日簽署的《合作意向書》框架下，正式就安徽省金寨縣沙坪溝鉬礦（以下 簡稱「沙坪溝鉬礦」）的一體化開發和深加工等業務達成一攬子合作。 一、合作方案 本次合作包括冶煉合作、股權交易兩部份，具體如下： （一）冶煉合作 依據《合作協議》，金鉬股份應與安徽金沙鉬業有限公司（持有沙坪溝鉬礦 100%權益，以下 簡稱「金沙鉬業」）共同出資，在金沙鉬業所在縣域設立從事鉬金屬冶煉和深加工等業務的 冶煉公司（以下簡稱「冶煉公司」），其註冊資本、投資規模、 ...

沙坪沟钼矿是全球罕见的超大型未开发斑岩型钼矿，具有资源储量大、成分单一、矿体集中、品位较高 等优势。本次合作将形成紫金矿业主导矿山开发、金钼股份主导冶炼加工的优势互补格局，推动沙坪沟 钼矿高效开发，延伸产业链，带动地方经济发展，加速资源优势向经济效益转化。 格隆汇1月15日丨紫金矿业(601899.SH)公布，2026年1月15日，紫金矿业集团股份有限公司与金堆城钼 业股份有限公司（以下简称"金钼股份"，股票代码：601958）签署《项目合作及股权转让协议》。双方 在2025年8月29日签署的《合作意向书》框架下，正式就安徽省金寨县沙坪沟钼矿的一体化开发和深加 工等业务达成一揽子合作。 在金钼股份同意按照《合作协议》约定的条款和安排设立、建设并运营冶炼公司的前提下，紫金矿业同 意以人民币173,087万元的对价向金钼股份转让金沙钼业24%股权。转让完成后，紫金矿业或其子公 司、金钼股份、金寨县城镇开发投资有限公司分别持有金沙钼业 60%、34%、6%股权，金沙钼业的建 设、运营由紫金矿业主导。 ...

Group 1 - Zijin Mining Group Co., Ltd. signed a project cooperation and equity transfer agreement with Jinduicheng Molybdenum Co., Ltd. on January 15, 2026 [1] - The agreement is based on a framework established in a letter of intent signed on August 29, 2025, regarding the integrated development and deep processing of the Shapinggou Molybdenum Mine in Jinzhai County, Anhui Province [1] - Jinduicheng Molybdenum Co., Ltd. and Anhui Jinsan Molybdenum Co., Ltd. will jointly invest to establish a smelting company in the county where Jinsan Molybdenum holds 100% equity of the Shapinggou Mine [1] Group 2 - The registered capital, investment scale, and production capacity of the smelting company will align with the development scale of the Shapinggou Mine to ensure stable synergy [1] - Jinduicheng Molybdenum Co., Ltd. and Jinsan Molybdenum will hold 51% and 49% equity in the smelting company, respectively, with Jinduicheng Molybdenum leading its construction and operation [1] - Zijin Mining agreed to transfer 24% equity of Jinsan Molybdenum to Jinduicheng Molybdenum for a consideration of RMB 173,087 million, resulting in Zijin Mining holding 60% and Jinduicheng Molybdenum holding 34% of Jinsan Molybdenum after the transfer [1]