证券代码：600338 证券简称：西藏珠峰 公告编号：2025-032 西藏珠峰资源股份有限公司 关于控股股东所持公司部分股份被变卖完成过户 的公告 ●根据《上市公司股东减持股份管理暂行办法》《上海证券交易所上市公司 自律监管指引第 15 号——股东及董事、监事、高级管理人员减持股份》（以下简 称"《指引第 15 号》"）等相关规定，投资者通过司法扣划、划转等非交易过户方 式取得相关股份的，受让方在受让后 6 个月内，不得减持其所受让的股份。本次 变卖股份，受让方在受让后 6 个月内不得减持。 截至本公告披露日，经向塔城国际核实，本次被变卖的 3,500,000 股公司股 份已于 2025 年 7 月 21 日完成过户登记，塔城国际持有的公司股份由 28,065,116 股降至 24,565,116 股，持股比例由 3.07%降至 2.69%，塔城国际连同其（控股的） 一致行动人中环技合计持有公司股份由 72,929,496 股降至 69,429,496 股，持股 比例由 7.98%降至 7.59%。 三、其他相关说明事项 1、本次变卖过户事项不会对公司的正常生产经营活动产生影响，亦不会导 致公司控股股东和实 ...

Core Points - The current season marks the implementation of dividend distribution for listed companies, with 24 companies executing their distribution plans today [1] - A total of 3,679 companies have announced distribution plans for the 2024 fiscal year, with 3,674 of them including cash dividends, amounting to a total cash payout of 1.64 trillion yuan [1] - The distribution plans also include stock transfers, with 346 companies offering such options [1] Group 1 - The key dates for investors focusing on dividends are the ex-dividend date and the record date, with 3,421 companies having already implemented their distribution plans [1] - Investors interested in dividends may consider "抢权" (rights grabbing) before the record date, which is the last trading day to qualify for the current dividend [1] - Among the 24 companies with a record date today, 16 companies are offering cash dividends of 1 yuan (after tax) or more per 10 shares, with 博隆技术 offering the highest at 7.50 yuan per 10 shares [1][2] Group 2 - The highest stock transfer ratio among the companies with a record date today is also from 博隆技术, which has a distribution plan of 10 shares for every 2 shares transferred, along with a cash dividend of 7.5 yuan [2] - In terms of stock performance, 国机通用 has seen the highest increase over the past five days, with a cumulative rise of 21.42%, followed by 梓橦宫 and 氯碱化工 [2] - A detailed list of companies implementing dividend distributions includes their respective cash payouts, stock transfer ratios, latest closing prices, and five-day price changes [2][3]

Group 1 - The A-share lithium extraction sector is experiencing strong performance, with companies such as Guojin General and Tibet Urban Investment hitting the daily limit up [1] - Tibet Zhufeng and Tibet Mining have seen their stock prices increase by over 6% [1] - Other companies like Bihuiyuan, Jinyuan Co., and Fulian Precision have also shown upward movement in their stock prices [1]

Core Viewpoint - The company Tibet Summit (600338.SH) is facing significant challenges due to its controlling shareholder, Tachen International Resources Co., Ltd., being investigated for information disclosure violations by the China Securities Regulatory Commission (CSRC) [2][3] Group 1: Regulatory Issues - Tachen International has been formally investigated for information disclosure violations, which is not the first instance of such issues [3] - The company has a history of frequent regulatory penalties, with 21 instances of penalties recorded over the past three years, including issues related to undisclosed agreements and incomplete disclosures [3][4] - The management team, including the chairman and several executives, has faced multiple regulatory warnings, indicating systemic governance issues [3][4] Group 2: Shareholding and Financial Status - Tachen International's shareholding in Tibet Summit has significantly decreased from 38.25% to 7.59% due to judicial freezes and forced sales of shares [6][7] - Recently, 3.5 million shares were sold at a discount, resulting in a transaction price of 9.64 yuan per share, which is approximately 13% lower than the market price [6] - The company has been experiencing declining revenue and profits, with 2024 revenue reported at 1.639 billion yuan and net profit at 230 million yuan, down from 2.049 billion yuan and 715 million yuan in 2021, respectively [7][8] Group 3: Debt and Financial Challenges - Tachen International is embroiled in a debt crisis, with total remaining debts around 1.5 billion yuan, primarily due to multiple loan defaults and legal disputes [7][8] - The company's financial troubles are linked to historical capital operations by the chairman, leading to significant liabilities and subsequent share freezes [7][8] - Despite these challenges, Tibet Summit is advancing its lithium salt project in Argentina, which has received environmental approval and aims to produce 10,000 tons of lithium carbonate annually [8]

Core Viewpoint - Despite facing significant financial difficulties, Tachen International continues to provide substantial loans to its controlling listed company, Tibet Summit, raising questions about the rationale behind this ongoing financial support [1][2][15]. Group 1: Financial Situation of Tachen International - Tachen International's operating revenue for 2024 was zero, with a net loss of 387 million yuan, and its total assets stood at 3.169 billion yuan, with net assets of 999 million yuan [1][6][16]. - The company has been in a debt crisis for an extended period, with outstanding debts amounting to 1.518 billion yuan, including significant tax liabilities [19]. - Tachen International's shareholding in Tibet Summit has drastically decreased from 38.25% in June 2021 to below 8% currently, raising concerns about its control over the company [2][21]. Group 2: Financial Support to Tibet Summit - Tachen International has provided financial support to Tibet Summit for ten consecutive years, with cumulative loans peaking at over 270 million yuan [1][4]. - The latest loan attempt in April 2024 was met with opposition but was ultimately approved by the majority of shareholders, allowing Tachen International to lend up to 200 million yuan [3][11]. - As of the end of 2024, the loan balance to Tibet Summit had increased to 122.5 million yuan, representing 15.8% of Tachen International's net assets [6][12]. Group 3: Tibet Summit's Financial Challenges - Tibet Summit is experiencing cash flow issues, with a monetary fund balance of 294 million yuan against short-term borrowings and payables totaling 926 million yuan, indicating a short-term debt repayment gap of approximately 632 million yuan [11]. - The company's revenue has declined from 1.973 billion yuan in 2022 to 1.639 billion yuan in 2024, with net profits fluctuating significantly during the same period [12]. - Major projects requiring substantial investment, such as lithium extraction initiatives, have faced funding challenges, further complicating Tibet Summit's financial situation [12][13].

Group 1 - The core point of the news is that Tibet Summit has received a notice from the China Securities Regulatory Commission regarding an investigation into its controlling shareholder for suspected violations of information disclosure laws [3] - On July 15, 2025, Tibet Summit's controlling shareholder, Xinjiang Tacheng International Resources Co., Ltd., was notified of the investigation, which may lead to potential legal claims from investors who suffered losses due to inaccurate information disclosure [3][4] - The company has announced a significant increase in its expected net profit for the first half of 2025, projecting a profit of between 20,385 million to 30,578 million yuan, representing a year-on-year increase of 59.31% to 138.96% [4][5] Group 2 - The expected net profit excluding non-recurring gains and losses is projected to be between 20,440 million to 30,659 million yuan, also showing a substantial increase compared to the previous year [4][5] - The increase in profit is attributed to the recovery of production capacity at its subsidiary, Tachung Mining Co., Ltd., leading to higher sales volume [5][6] - The company has implemented measures to improve operational efficiency, resulting in a decrease in production and operational costs [6]

Core Viewpoint - The financial struggles of Tachen International Resources Co., Ltd. (Tachen International) and its ongoing financial support to Tibet Everest are highlighted, despite Tachen's own significant debt and operational challenges [1][2][13]. Group 1: Financial Support and Debt Situation - Tachen International has provided financial support to Tibet Everest for ten consecutive years, with the highest cumulative balance reaching over 270 million yuan, which later decreased but rose again to approximately 160 million yuan by the end of last year [1][4]. - As of 2024, Tachen International reported zero revenue and a net loss of 387 million yuan, while its shares in Tibet Everest have been auctioned multiple times due to financial distress [1][13]. - The latest attempt by Tachen International to lend money to Tibet Everest was in April 2024, but it faced opposition and was not successful [3][5]. Group 2: Ownership and Control Issues - Tachen International's shareholding in Tibet Everest has significantly decreased from 38.25% in June 2021 to below 8% currently, raising concerns about its ability to maintain control over Tibet Everest [2][16]. - The company has faced legal disputes leading to the freezing of its shares in Tibet Everest, with a significant portion of its holdings now auctioned off, further jeopardizing its control [15][16]. - If Tachen International's shares continue to be auctioned, it may lose its controlling stake, as the ownership structure has become increasingly fragmented [17]. Group 3: Operational Challenges of Tibet Everest - Tibet Everest is experiencing cash flow issues, with a reported cash balance of 294 million yuan against short-term debts totaling 926 million yuan, indicating a shortfall of approximately 632 million yuan [10]. - The company's revenue has declined from 1.973 billion yuan in 2022 to 1.639 billion yuan in 2024, with net profits fluctuating significantly during the same period [10][11]. - Tibet Everest is pursuing several major projects requiring substantial funding, including lithium extraction projects in Argentina, but has faced delays and funding challenges [11][12].

Group 1 - The core issue involves the investigation of the controlling shareholder, Tachen International, by the China Securities Regulatory Commission for suspected violations of information disclosure, which does not directly affect the operations of Tibet Summit [1][2] - Tachen International's shares in Tibet Summit have faced multiple legal issues, including a judicial freeze of 127 million shares due to debt disputes, leading to a significant reduction in its ownership stake from 350 million shares to 28.065 million shares, representing only 3.07% of the total share capital [1][2] - Following the announcement of the investigation, Tibet Summit's stock price dropped significantly, with a decline of over 7% at one point, closing at 10.41 yuan per share, a decrease of 6.38% [2] Group 2 - Tibet Summit's main business activities include the mining and processing of non-ferrous metals, with key products such as lead concentrate, zinc concentrate, copper concentrate, and crude lead [3] - The company has projected a substantial increase in net profit for the first half of 2025, estimating a range of 204 million to 306 million yuan, which represents a year-on-year growth of 59.31% to 138.96% [3]

Core Viewpoint - Despite improvements in its operational performance, the controlling shareholder of Tibet Summit (600338.SH) is under investigation for information disclosure violations by the China Securities Regulatory Commission (CSRC) [1][3] Group 1: Shareholder Issues - The controlling shareholder, Xinjiang Tacheng International Resources Co., Ltd. (Tacheng International), has been subject to multiple legal actions, with its shares in Tibet Summit being auctioned off repeatedly [1][3] - Currently, Tacheng International holds 28.0651 million shares of Tibet Summit, representing 3.07% of the total share capital, all of which are frozen or under pending freeze [1][3] - Tacheng International's shares have been significantly reduced from 369 million shares (40.32% ownership) in August 2019 due to various legal and financial issues [3][4] Group 2: Financial Performance - Tibet Summit has forecasted a net profit of between 204 million to 306 million yuan for the first half of 2025, reflecting a year-on-year increase of 59.31% to 138.96% [2][7] - The company reported a significant improvement in its financial performance for 2024, achieving a revenue of 1.639 billion yuan (up 11.64%) and a net profit of 230 million yuan (up 206.62%) [7] - The increase in profitability is attributed to the recovery of production capacity at its subsidiary, Tacheng Mining, and ongoing efforts to enhance operational efficiency [2][7]

Core Viewpoint - The stock price of Tibet Summit (600338.SH) has significantly dropped due to the investigation of its controlling shareholder, Xinjiang Tacheng International Resources Co., Ltd. (referred to as "Tacheng International"), for information disclosure violations, despite Tibet Summit's improved financial performance [1][3]. Group 1: Shareholder Violations - Tacheng International has faced multiple regulatory penalties for information disclosure violations, including a recent investigation by the China Securities Regulatory Commission (CSRC) [2][3]. - The company has previously been criticized for failing to disclose the freezing of its shares in Tibet Summit, which occurred in July 2021, until January 2024 [3][4]. - In 2022, Tibet Summit and its executives received a warning from the Tibet Securities Regulatory Bureau for not timely disclosing agreements related to debt compensation with third parties [4]. Group 2: Financial Performance and Debt Issues - Despite the challenges faced by Tacheng International, Tibet Summit's performance has improved, with a projected net profit increase of 59.31% to 138.96% year-on-year for the first half of the year [11]. - Tacheng International's financial situation is deteriorating, with significant debts amounting to approximately 1.5182 billion yuan, including tax liabilities [7][12]. - The shares held by Tacheng International in Tibet Summit have been subject to multiple low-price auctions, with recent sales indicating a significant discount compared to market prices [5][12]. Group 3: Control Risks - Tacheng International's shareholding in Tibet Summit has fallen below 8%, raising concerns about potential loss of control over the company [6][12]. - The current shareholder structure is fragmented, with any shareholder holding more than 5% potentially becoming the actual controller if Tacheng International's shares continue to be sold off [12]. - Despite its financial difficulties, Tacheng International continues to lend money to Tibet Summit, indicating a complex relationship between the two entities [12].