| 证券代码：600058 | 证券简称：五矿发展 | | | 公告编号：临 2026-06 | | --- | --- | --- | --- | --- | | 债券代码：242936 | 债券简称：25 | 发展 | Y1 | | | 债券代码：243004 | 债券简称：25 | 发展 | Y3 | | | 债券代码：243237 | 债券简称：25 | 发展 | Y4 | | 五矿发展股份有限公司 股票交易异常波动公告 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。 重要内容提示： ●五矿发展股份有限公司（以下简称"公司"）股票交易于 2026 年 1 月 15 日、1 月 16 日连续 2 个交易日内日收盘价格涨幅偏离值累 计达到 20%，根据《上海证券交易所交易规则》相关规定，属于股票 交易异常波动情形。 审议批准，并需经有权监管机构批准、审核通过或同意注册后方可实 施，交易能否实施尚存在不确定性。公司将严格按照相关法律法规的 规定履行信息披露义务，所有信息均以公司指定的信息披露媒体及上 海证券交易所网站（www. ...

Core Viewpoint - The company has experienced significant stock price fluctuations, with a cumulative increase of 20% over two consecutive trading days, triggering an abnormal trading situation as per Shanghai Stock Exchange regulations [1] Group 1: Stock Trading Activity - The company's stock trading on January 15 and 16, 2026, showed a cumulative price increase of 20%, indicating abnormal trading activity [1] - The abnormal trading situation is in accordance with the relevant rules of the Shanghai Stock Exchange [1] Group 2: Corporate Actions - On January 14, 2026, the company held its 12th meeting of the 10th Board of Directors, where it approved a proposal related to significant asset swaps, issuance of shares, cash purchases of assets, and fundraising for related transactions [1] - The audit and evaluation work related to this transaction is still incomplete, and it requires further approval from the Board of Directors and the shareholders' meeting [1] - The implementation of the transaction is subject to approval from regulatory authorities, indicating uncertainty regarding its execution [1]

21智讯1月16日电，五矿发展公告，公司股票交易于2026年1月15日、1月16日连续2个交易日内日收盘价 格涨幅偏离值累计达到20%，根据《上海证券交易所交易规则》相关规定，属于股票交易异常波动情 形。经公司自查并向公司控股股东、实际控制人书面征询核实，截至本公告披露日，公司生产经营一切 正常；除公司已披露的重大资产重组事项外，公司及公司控股股东、实际控制人不存在应披露而未披露 的重大信息。公司拟以原有业务相关的主要资产及负债，与控股股东中国五矿股份有限公司持有的五矿 矿业控股有限公司100%股权、鲁中矿业有限公司100%股权中的等值部分进行资产置换，差额部分由公 司向控股股东发行股份及支付现金方式购买，并向特定投资者发行股份募集配套资金。本次交易涉及的 审计、评估等工作尚未完成，尚需提交公司董事会再次审议及公司股东会审议批准，并经有权监管机构 批准、审核通过或同意注册后方可实施，交易能否实施尚存在不确定性。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600608 | *ST户科 | 3.42 | -4.74% | 5.33万 | 1834.05万 | | 002183 | 怡亚通 | 667 | -1.58% | 89.22万 | 4.46 Z | | 600250 | 南京商旅 | 11.83 | -1.50% | 23.35万 | 1 2.75亿 | | 600128 | 示索弘业 | 11.18 | -0.36% | 5.21万 | 5827.67万 | | 600287 | 亦蒙时尚 | 5.70 | 0.00% | 4.09万 | 2330.85万 | | 601061 | 中信金属 | 15.63 | 0.00% | 31.20万 | 4.94亿 | | 002091 | 江苏国泰 | 9.23 | 0.22% | 44.28万 | 4.11亿 | | 600278 | 东方创业 | 8.38 | 0.36% | 17.07万 | 1.42亿 | | 002072 | 凯瑞德 | ...

据交易所数据显示， 五矿发展连续三个交易日涨停，晋级3连板。该股今日于9时25分封涨停，成交额 0.16亿元，换手率0.11%。金融界App AI线索挖掘：公司近期披露重大资产重组预案，拟以原有业务相 关的主要资产及负债置换控股股东持有的五矿矿业100%股权、鲁中矿业100%股权中的等值部分，差额 部分以发行股份及支付现金方式购买，并向特定投资者发行股份募集配套资金。此次交易有助于整合优 质铁矿资源，推动公司主业转型与产业升级。 风险提示：连板股波动剧烈，注意追高风险，理性投 资！（注：以上由AI基于交易所等公开数据生成，内容不构成投资建议。） ...

Core Viewpoint - The company Minmetals Development plans to swap its existing business-related assets and liabilities (excluding retained assets and liabilities) with the 100% equity of Minmetals Mining and Luzhong Mining held by Minmetals Corporation, aiming to transform its main business by acquiring high-quality iron ore mining assets [1][2]. Group 1: Transaction Details - The asset swap will involve the company using existing or newly established subsidiaries to undertake the assets being divested, with the transfer of these assets completed through the transfer of subsidiary equity [2]. - The transaction aims to enhance the company's main business transformation, integrate high-quality iron ore resources from China Minmetals, and promote industrial upgrading [2]. Group 2: Company Overview - Minmetals Development is a core listed platform under China Minmetals, with main business operations covering resource trading, metal trading, and supply chain services, including iron ore, chrome ore, and manganese ore [2]. - The two target companies, Minmetals Mining and Luzhong Mining, are state-owned large iron ore mining enterprises, primarily engaged in iron ore mining, mineral processing, and sales of iron concentrate products [2]. Group 3: Financial Performance - The company's revenue and profit have shown a declining trend in recent years, with projected revenues of 78.646 billion yuan, 78.996 billion yuan, and 67.236 billion yuan for 2022-2024, indicating a 14.89% year-on-year decline in 2024 [3]. - The net profit attributable to shareholders has also decreased for three consecutive years, with figures of 340 million yuan, 199 million yuan, and 126 million yuan for the same period [3]. - In contrast, the two target companies have significantly higher profitability, with Minmetals Mining achieving revenues of 2.317 billion yuan and net profits of 503 million yuan in the first three quarters of 2025 [3].

Group 1 - The trade sector increased by 1.57% on January 15, with Wukuang Development leading the gains [1] - The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index closed at 14306.73, up 0.41% [1] - Wukuang Development's stock price rose by 9.98% to 12.67, with a trading volume of 173,000 shares and a transaction value of 219 million yuan [1] Group 2 - The trade sector experienced a net outflow of 47.42 million yuan from institutional investors, while retail investors saw a net outflow of 39.23 million yuan [2] - Jiangsu Guotai had a net inflow of 34.96 million yuan from institutional investors, while also experiencing a net outflow of 59.87 million yuan from retail investors [3] - Nanjing Commercial Travel saw a net inflow of 34.22 million yuan from institutional investors, with a net outflow of 53.55 million yuan from retail investors [3]

Core Viewpoint - Wenkang Development (600058) announced a major asset restructuring plan to exchange its main assets and liabilities with 100% equity of Wenkang Mining and a portion of equity from Luzhong Mining held by its controlling shareholder, Wenkang Co., to facilitate a business transformation and enhance its operational capabilities [1] Group 1: Asset Restructuring - The company plans to swap its main assets related to its original business with equivalent portions of the 100% equity of Wenkang Mining and Luzhong Mining [1] - The difference in transaction prices between the assets to be acquired and those to be disposed of will be settled through issuing shares and cash payments to Wenkang Co., along with issuing shares to specific investors for raising matching funds [1] - The audit and evaluation work related to this transaction has not been completed, and the final transaction price is yet to be determined [1] Group 2: Business Transformation - Prior to the transaction, the company primarily engaged in resource trading, metal trading, and supply chain services [1] - The assets to be acquired will focus on iron ore mining, mineral processing, and sales of iron concentrate products [1] - This transaction aims to facilitate the company's transformation of its main business, integrate high-quality iron ore resources from China Minmetals, promote industrial upgrading, and enhance the company's overall strength and ability to withstand operational risks [1]

Core Viewpoint - Wenkang Development (600058.SH) has announced a major asset restructuring plan, leading to a significant increase in its stock price, which reached a limit up of 9.98% to 12.67 yuan [1] Group 1: Asset Restructuring Details - The restructuring plan includes a significant asset swap, issuance of shares, and cash payment for asset purchases, along with raising supporting funds [2] - The company plans to swap its main assets and liabilities (excluding retained assets and liabilities) with the 100% equity of Wenkang Mining and Luzhong Mining held by Wenkang Holdings [2] - The final transaction price for the assets to be swapped will be determined based on an asset evaluation report from a qualified appraisal agency [2][4] Group 2: Financial Information - The share issuance price for the asset purchase is set at 7.49 yuan per share, which is not less than 80% of the average trading price over the last 120 trading days [3] - The company reported revenues of 78.65 billion yuan in 2022, 78.99 billion yuan in 2023, and 67.24 billion yuan in 2024, with net profits of 3.40 billion yuan, 1.99 billion yuan, and 1.26 billion yuan respectively [4] - Wenkang Mining's revenue for the first three quarters of 2025 was 3.465 billion yuan, with a net profit of 1.107 billion yuan [5][6] Group 3: Strategic Implications - The transaction aims to inject high-quality iron ore assets into the company, enhancing its asset quality and profitability while improving its risk resistance [7] - The restructuring will allow the company to focus resources on the development of black metal mineral resources, expanding future growth opportunities [7] - Divesting from trade-related assets will help resolve competition issues within the industry, protecting the interests of the company and its public shareholders [7]

五矿发展开盘涨停，公司拟以原有业务相关的主要资产及负债（除保留资产、负债外）与五矿股份持有 的五矿矿业100%股权、鲁中矿业100%股权中的等值部分进行资产置换，拟置入资产和拟置出资产交易 价格之间的差额部分，由上市公司向五矿股份以发行股份及支付现金方式购买，并向特定投资者发行股 份募集配套资金。本次交易有助于上市公司实现主业转型，整合中国五矿优质铁矿资源，促进上市公司 产业升级。本次交易预计构成重大资产重组。（数据宝） （文章来源：证券时报网） ...