长江商报消息 兑现17年前的承诺，央企中国五矿集团有限公司（以下简称"中国五矿"）出手了。 12月29日晚，五矿发展（600058.SH）发布公告，当日，公司收到实际控制人中国五矿《关于筹划重大资产重组 事项的通知》，初步考虑拟由公司通过资产置换、发行股份及支付现金方式向控股股东中国五矿股份有限公司 （以下简称"五矿股份"）购买资产，并募集配套资金。同时，公司拟置出与原有业务相关的主要资产及负债（除 保留资产、负债外）。 本次收购的资产为五矿矿业控股有限公司（以下简称"五矿矿业"）股权、鲁中矿业有限公司（以下简称"鲁中矿 业"）股权。其中，五矿矿业的总资产达195亿元。 17年前，五矿发展进行配股再融资期间，中国五矿作出承诺，积极推进黑色金属领域相关资产和业务的改制、重 组工作，适时实施以五矿发展为核心的黑色金属业务的整合。此后的2014年、2022年，中国五矿对资产重组承诺 事项进行了规范、说明。 如果本次重组完成，五矿发展主营业务将由贸易变为矿产开采。 中国五矿兑现承诺注入资产 中国五矿推动五矿发展重组，向其注入资产。 根据公告，12月29日，五矿发展收到中国五矿《关于筹划重大资产重组事项的通知》，初步考 ...

Group 1: Tariff Adjustments - Starting from January 1, 2026, the State Council Tariff Commission will implement the "2026 Tariff Adjustment Plan," which includes a 0% provisional import tariff for alumina and non-alloy aluminum, and a 5% most-favored-nation tariff for lithium products [1]. Group 2: Company Developments - On December 29, Guodian Power announced the resignation of Chairman Tang Jian due to job relocation, with General Manager Zhao Shibin acting as the chairman and legal representative. The board approved investments in the Dadu River Danba Hydropower Station project, with a total investment of 15.273 billion yuan [2]. - Minmetals Development disclosed plans to acquire stakes in Minmetals Mining and Luzhong Mining from its controlling shareholder through asset swaps, share issuance, and cash payments, constituting a major asset restructuring and related party transaction [6]. - Deep Optica, a mining AI startup, completed seed round financing with investors including Baidu Ventures. The company aims to shorten evaluation cycles significantly in mining projects [7]. Group 3: Market Trends - On December 29, international precious metal prices saw a significant drop, with spot silver falling nearly 5% and gold prices dropping below $4,500, primarily due to the CME Group raising margin requirements for metal futures [4]. - The domestic iron ore market reported price fluctuations, with PB powder (61.5%) prices at Qingdao Port at 807 yuan per ton, reflecting a slight increase [23]. - The lithium market showed prices for Australian lithium spodumene concentrate at $1,540 per ton, indicating ongoing demand in the sector [31].

Group 1: Precious Metals Market - The precious metals market experienced a significant drop on December 29, with spot gold falling over 4%, silver dropping over 9%, palladium plummeting over 15%, and platinum decreasing over 14% [2][7] - The decline was triggered by the CME Group's announcement to raise margin requirements for various metal contracts, leading to profit-taking by many traders [2][7] - There are rumors regarding a major bank facing a margin call on silver futures, although the authenticity of this claim is uncertain [2][7] Group 2: Tariff Adjustments - The State Council's Tariff Commission announced a tariff adjustment plan effective January 1, 2026, which will modify import duty rates and categories for key components, advanced materials, energy resources, and smart bionic robots [2][7] - Industry insiders believe this adjustment will positively support the transformation, innovation, and international market expansion of related industries [2][7] Group 3: Corporate Developments - WISCO Development announced plans for a major asset restructuring involving the acquisition of stakes in WISCO Mining and Luzhong Mining from its controlling shareholder, with stock trading suspended starting December 30 for up to 10 trading days [2][7] - Multiple gold jewelry brands in China have significantly adjusted their gold jewelry prices, reflecting the impact of the recent precious metals market crash [3][8] - Geely is suing Aoxinanda for 2.314 billion yuan over quality issues with battery cells delivered between 2021 and 2023, causing Aoxinanda's stock to drop by 15.97% [9] Group 4: Real Estate Market - Goldman Sachs predicts that the large-scale selling of homes by Chinese residents may end around 2026-2027, with property prices stabilizing in 2027, and suggests a stimulus plan of at least 8 trillion yuan to support the market [9]

届时，五矿发展的整体产能规模，亦有望跻身国内同行业一线梯队。毛利率提升空间大 对于缘何启动上述重组，五矿发展称"为贯彻落实国务院关于推动资本市场高质量发展和提高上市公司质量的有关精神，切实履行实际控 制人历史承诺和加强上市公司规范运作……" 2008年，五矿发展进行配股再融资期间，公司现任实控人中国五矿曾经作出承诺：在五矿发展本次再融资经股东大会批准后，积极推进包 括邯邢冶金矿山管理局在内的其他黑色金属领域相关资产和业务的改制、重组工作，在资产和业务符合注入上市公司的条件时实施以五矿 发展为核心的黑色金属业务的整合。 2014年6月，中国五矿将承诺进一步规范为，"我公司(中国五矿)将积极推进包括邯邢矿业有限公司在内的其他黑色金属领域相关资产和业 务的改制、重组等工作，在2022年6月30日前，实施以五矿发展为核心的黑色金属业务整合。" 五矿发展（600058）的主营业务面临调整。 12月30日，该公司引筹划重大资产重组停牌。前一日晚间公告显示，公司将资产置换、发行股份及支付现金方式，购买控股股东持有的五 矿矿业、鲁中矿业股权，并将原有业务相关的主要资产及负债置出。 五矿发展，现有业务包括资源贸易、金属贸易、供 ...

为贯彻落实国务院关于推动资本市场高质量发展和提高上市公司质量的有关精神，切实履行实际控制人 历史承诺和加强上市公司规范运作，2025年12月29日，五矿发展股份有限公司（以下简称"公司"或"五 矿发展"）收到实际控制人中国五矿集团有限公司（以下简称"中国五矿"）《关于筹划重大资产重组事 项的通知》（以下简称《通知》），初步考虑拟由公司通过资产置换、发行股份及支付现金方式购买控 股股东中国五矿股份有限公司（以下简称"五矿股份"）持有的五矿矿业控股有限公司（以下简称"五矿 矿业"）股权、鲁中矿业有限公司（以下简称"鲁中矿业"）股权，并募集配套资金（以下简称"本次交 易"）。公司拟置出资产为原有业务相关的主要资产及负债（除保留资产、负债外）。本次交易预计构 成重大资产重组及关联交易，同时不构成实际控制人变更，不构成重组上市。截至本公告披露日，本次 交易尚处于筹划阶段，具体方案以重组预案或重组报告书披露的信息为准。 因本次交易尚存在不确定性，为了保证公平信息披露、维护投资者利益，避免对公司证券交易造成重大 影响，根据《上海证券交易所股票上市规则》《上海证券交易所上市公司自律监管指引第4号一一停复 牌》等相关规定，经公 ...

Group 1 - Longbai Group's subsidiary plans to introduce strategic investors and implement capital increase, with a total investment of 2 billion yuan, resulting in a 31.40% equity stake for the investors [1] - Upwind New Materials' embodied intelligent robot business is still in the product development stage and is not expected to positively impact the 2025 annual performance [2] - Kweichow Moutai's controlling shareholder has completed a share buyback plan, acquiring approximately 207.14 million shares for about 3 billion yuan, increasing their total stake to 56.63% [3] Group 2 - Xiamen Tungsten's subsidiary plans to acquire 100% equity of German Mimatic Tool Company for a base price of 10 million euros, with additional capital increase planned [4] - Longpan Technology's subsidiary will reduce production on some lithium iron phosphate production lines for maintenance, expecting a reduction of about 5,000 tons [5] - Wenkai Co. plans to invest 29 million yuan to establish a fund focused on strategic emerging industries [6] Group 3 - Limin Co.'s subsidiary has received a production license for "fluopyram" pesticide, which is expected to have a positive impact on future operations [7] - ST Huicheng received a cash donation of 30 million yuan from its restructuring investor to support its operations [8] - Baitong Energy's vice president plans to reduce holdings of up to 316,200 shares, representing 0.0686% of the total share capital [9] Group 4 - Wushang Group's shareholder did not execute a planned share reduction, retaining a 5.7% stake [10] - Zhangzidao's major shareholder plans to reduce holdings of up to 711,100 shares, representing 1% of the total share capital [11] - Meihua Bio plans to repurchase shares worth 35 million to 50 million yuan at a price not exceeding 15 yuan per share [12] Group 5 - Xiyang Co. plans to distribute a cash dividend of 1.10 yuan per 10 shares, totaling 181 million yuan, which is 10.37% of the net profit for the first three quarters of 2025 [13] - Weike Technology plans to distribute a cash dividend of 6 yuan per 10 shares, totaling approximately 75.15 million yuan [14] - Guoyuan Securities plans to transfer 24.33% of Anyuan Fund's equity for 813 million yuan [15] Group 6 - Three Gorges Tourism's subsidiary plans to purchase part of the property for the Three Gorges Cruise Center for 136 million yuan [16] - Wukuang Development plans to acquire equity in Wukuang Mining and Luzhong Mining, with stock suspension announced [17][18] - Sijia Technology plans to invest 275 million yuan to acquire 20% equity in Guangcai Xincheng [19] Group 7 - Changan Automobile plans to raise no more than 6 billion yuan through a private placement for new energy vehicle projects [20] - Shenjian Co. reported that its aerospace business revenue is relatively small, accounting for only 0.20% of total revenue [21] - Zhiyuan New Energy's controlling shareholder plans to reduce holdings of up to 1.53% of the company's shares [22] Group 8 - Beimo High-tech plans to raise no more than 1.97 billion yuan through a private placement for various projects [23] - Hongri Pharmaceutical's injectable thymosin has passed the consistency evaluation for generic drugs [24] - Ningbo Fangzheng plans to acquire 20% equity in Anhui Fangzheng for 63.8 million yuan [25] Group 9 - Spring Airlines signed a purchase agreement for 30 Airbus A320neo aircraft, with a total price not exceeding 4.128 billion USD [26][27] - Oulu Tong's controlling shareholder plans to reduce holdings of up to 1.91% of the company's shares [28] - Tongli Technology plans to invest 86.7 million yuan to increase capital in Zhuerkang Technology [29] Group 10 - Ganfeng Lithium received a notice of prosecution for suspected insider trading, but operations remain normal [30] - ST Dongyi completed its capital increase plan and will resume trading [31] - Tianpu Co. clarified that it has no plans to engage in artificial intelligence-related business [32] Group 11 - ST Meigu's restructuring plan has been completed, and it will apply to lift the delisting risk warning [33] - Unigroup Guowei is planning to acquire controlling or full equity of Ruineng Semiconductor, with stock suspension announced [34] - Shengtong Energy's stock has been suspended for investigation due to significant price fluctuations [35][36] Group 12 - ST Sansheng applied to lift the delisting risk warning after completing its restructuring plan [37] - Yuekang Pharmaceutical submitted an application for H-share listing on the Hong Kong Stock Exchange [38] - Miaokelando's controlling shareholder plans to increase holdings of 2.55 million to 5.10 million shares [39] Group 13 - SMIC plans to acquire 49% equity in SMIC North for 40.601 billion yuan, aiming to enhance asset quality and business synergy [40]

公告显示，本次交易预计构成重大资产重组及关联交易，不构成实际控制人变更和重组上市。截至公告 披露日，交易尚处筹划阶段，具体方案以后续披露信息为准。因交易存在不确定性，为确保公平信息披 露、维护投资者利益，公司股票自12月30日开市起停牌，预计停牌时间不超过10个交易日。 新京报贝壳财经讯 12月29日，五矿发展发布公告称，当天公司收到实际控制人中国五矿集团有限公司 《关于筹划重大资产重组事项的通知》。初步考虑，公司拟通过资产置换、发行股份及支付现金方式购 买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股权、鲁中矿业有限公司股权，并募集 配套资金，拟置出原有业务相关的主要资产及负债。 ...

内容概要：铬盐是以铬酸等为核心的无机化工产品，以铬铁矿为原料，经多道工序制成，广泛应用于多 个国民经济支柱领域。中国铬盐产业链紧密且差异化明显，上游铬铁矿成本占比约30%，但国内储量稀 缺，对外依存度超95%，进口集中于南非等五国，头部企业正布局海外铬矿开发。中游正加速无钙焙烧 工艺替代，下游需求从传统领域向航空航天、新能源等高端制造领域拓展，拉动金属铬、高纯铬盐等供 需紧平衡。中国是全球最大铬盐生产消费国，产量占比45%左右，2024年市场规模达94.1亿元，预计 2030年突破150亿元。金属铬价格受高端需求拉动，2025年两轮显著上涨。未来，行业将围绕绿色转 型、需求升级与产业链整合演进，清洁工艺普及，高端产品成增长核心，头部企业缓解原料依赖，竞争 聚焦技术创新与资源掌控，整体呈现绿色化、高值化、集约化态势。 上市企业：振华股份（603067.SH）、西藏矿业（000762.SZ）、五矿发展（600058.SH）、中矿资源 （002738.SZ） 相关企业：四川省银河化学股份有限公司、中信锦州金属股份有限公司、重庆民丰化工有限责任公司、 山东朗晖石油化学股份有限公司、青海铬盐高新科技股份有限公司、内蒙古 ...

中国经济网北京12月30日讯 五矿发展(600058.SH)昨日涨停，收报11.52元，涨幅10.03%。 五矿发展昨晚披露关于筹划重大资产重组的停牌公告称，2025年12月29日，五矿发展收到实际控制 人中国五矿集团有限公司（以下简称"中国五矿"）《关于筹划重大资产重组事项的通知》（以下简称 《通知》），初步考虑拟由公司通过资产置换、发行股份及支付现金方式购买控股股东中国五矿股份有 限公司（以下简称"五矿股份"）持有的五矿矿业控股有限公司（以下简称"五矿矿业"）股权、鲁中矿业 有限公司（以下简称"鲁中矿业"）股权，并募集配套资金。 因本次交易尚存在不确定性，为了保证公平信息披露、维护投资者利益，避免对公司证券交易造成 重大影响，根据《上海证券交易所股票上市规则》《上海证券交易所上市公司自律监管指引第4号—— 停复牌》等相关规定，经公司向上海证券交易所申请，公司股票（证券简称：五矿发展；证券代码： 600058）自2025年12月30日（星期二）开市起停牌，公司预计停牌时间不超过10个交易日。 五矿发展表示，本次交易尚处于筹划阶段，交易双方尚未签署正式交易协议，具体交易方案仍需商 讨论证，审计、评估、尽职调查 ...

Important Matters - WISCO Development plans to acquire equity in WISCO Mining and Luzhong Mining, resulting in stock suspension [1] - Unisplendour intends to purchase equity or full ownership of Ruineng Semiconductor, leading to stock suspension [1] - Heng Rui Medicine's subsidiary received approval for clinical trials of HRS-6257 tablets, with no similar drugs approved in the domestic market [1] - Longpan Technology's subsidiary is reducing production on some lithium iron phosphate production lines for maintenance, a move echoed by several leading manufacturers in the industry [1] Investment Operations - Guoxin Technology has laid out plans for smart driving MCU chips and is developing a high-performance AI chip with 10,000 DMIPS [1] - Juneyao Airlines plans to purchase 25 Airbus A320 series aircraft for $4.1 billion [1] - Spring Airlines intends to buy 30 Airbus A320neo series aircraft, with a transaction amount not exceeding $4.128 billion [1] - Tsinghua Tongfang is making breakthroughs in the open-source HarmonyOS field for product and commercialization [1] - Guangzhou Port is investing 2.353 billion yuan in the intelligent transformation project of the Nansha Port International General Terminal [1] - International Composite Materials plans to invest 1.693 billion yuan to build a project with an annual production capacity of 36 million meters of high-frequency high-speed electronic fiber cloth [1] - State Power Investment Corporation's subsidiary is co-investing with CATL in the Dadu River Danba Hydropower Station project, with a total investment of 15.273 billion yuan [1] - Haisheng Pharmaceutical's invested company has completed the first subject enrollment in the Phase II clinical trial of the innovative drug NWRD06 injection, targeting a specific liver cancer marker [1] Contracts and Collaborations - Chinalco International signed overseas project contracts worth approximately 14 billion yuan [2] - Tianqi Lithium has completed a strategic cooperation with SQM and Codelco [2] - Roman Co., Ltd.'s subsidiary signed a 156 million yuan computing power service project contract [2] - China Duty Free Group's wholly-owned subsidiary signed a duty-free project contract at Beijing Capital International Airport [2] - Reascend Technology's high-silica fiber has begun commercial cooperation with a well-known international aerospace company for long-term product supply [2] - Macro Micro Technology signed a strategic cooperation agreement with a leading domestic transmission company, focusing on GaN power semiconductor devices [2] Capital Operations - Tianqi Co., Ltd. plans to raise no more than 977 million yuan through a private placement for the development of a robot embodiment intelligence system for the automotive industry [2] - SMIC's registered capital in SMIC Southern will increase to $10.077 billion; it plans to acquire 49% equity in SMIC Northern for 40.6 billion yuan [2] - Changan Automobile intends to raise no more than 6 billion yuan through a private placement [2] Share Buybacks - Kweichow Moutai's controlling shareholder, Moutai Group, has cumulatively increased its stake in the company by 3 billion yuan, completing the buyback plan [3] - AVIC Heavy Machinery has been supplying key forgings to several commercial rocket companies [3] - Huihan Co., Ltd. invested 68.25 million yuan to establish a private equity fund, specifically investing in a commercial aerospace company [3] - Sega Technology plans to increase its investment in optical module company Guangcai Xincheng by 275 million yuan to acquire a 20% stake [3]