Core Viewpoint - Loncor Gold Inc. is advancing its Arrangement Transaction with Chengtun Mining Group, which involves the acquisition of all outstanding shares of Loncor for Cdn$1.38 per share in cash, pending shareholder and court approvals [1][3]. Group 1: Arrangement Transaction Details - The Arrangement Transaction is structured as a court-approved plan, allowing Chengtun Mining to acquire all outstanding shares of Loncor for Cdn$1.38 per share in cash [1]. - A special meeting of shareholders is scheduled for December 11, 2025, to obtain the necessary approval for the Arrangement Transaction [3]. - The completion of the transaction is contingent upon satisfying all closing conditions, including shareholder approval and Ontario Superior Court approval [3]. Group 2: Operational Updates - Loncor's Adumbi project, located approximately 500 kilometers from the eastern DRC border, continues to operate normally despite recent advisories from the Chinese Ministry of Foreign Affairs regarding safety in certain regions [2]. - The drill program at the Adumbi project is ongoing, with additional drill results expected within the next 10 days [2]. Group 3: Company Overview - Loncor Gold Inc. is focused on gold exploration in the Ngayu Greenstone Gold Belt in the northeast of the Democratic Republic of the Congo [4]. - The Adumbi deposit holds an indicated mineral resource of 1.88 million ounces of gold, with an inferred mineral resource of 2.09 million ounces [4]. - Loncor has a significant portion of its resources attributable to its operations, with 84.68% of the resources being linked to the company [4]. Group 4: Chengtun Mining Overview - Chengtun Mining specializes in developing new energy metal resources, including mining and refining of copper, cobalt, and nickel, and has identified gold as a strategic area for future development [6]. - The company operates mines in the Democratic Republic of the Congo, including the Kalongwe copper-cobalt mine [6].

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 000408 | 藏格矿业 | 62.92 | 3.52% | 30.88万 | | 19.60亿 | | 600711 | 盛屯矿业 | 12.58 | 1.94% | 208.04万 | | 26.48亿 | | 301219 | 腾远钻业 | 62.61 | 1.29% | 6.73万 | | 4.22亿 | | 605376 | 博迁新材 | 49.56 | 0.59% | 2.85万 | | 1.42亿 | | 603799 | 华友钻业 | 62.11 | 0.45% | 58.38万 | | 36.62亿 | | 300618 | 塞锐钻业 | 44.35 | 0.34% | 8.90万 | | 3.98亿 | | 002460 | 赣锋锂业 | 62.55 | 0.00% | 52.12万 | | 32.78亿 | | 002466 | 天齐锂业 | 54.62 | -0.75% | 53.22万 | | 29.34 ...

沪指12月1日上涨0.65%，申万所属行业中，今日上涨的有28个，涨幅居前的行业为有色金属、通信， 涨幅分别为2.85%、2.81%。有色金属行业位居今日涨幅榜首位。跌幅居前的行业为农林牧渔、环保、 房地产，跌幅分别为0.43%、0.23%、0.06%。 资金面上看，两市主力资金全天净流入7.75亿元，今日有11个行业主力资金净流入，电子行业主力资金 净流入规模居首，该行业今日上涨1.58%，全天净流入资金72.21亿元，其次是通信行业，日涨幅为 2.81%，净流入资金为55.59亿元。 主力资金净流出的行业有20个，电力设备行业主力资金净流出规模居首，全天净流出资金29.94亿元， 其次是计算机行业，净流出资金为23.01亿元，净流出资金较多的还有传媒、医药生物、公用事业等行 业。 有色金属行业今日上涨2.85%，全天主力资金净流入36.92亿元，该行业所属的个股共137只，今日上涨 的有106只，涨停的有3只；下跌的有29只。以资金流向数据进行统计，该行业资金净流入的个股有76 只，其中，净流入资金超亿元的有10只，净流入资金居首的是紫金矿业，今日净流入资金8.86亿元，紧 随其后的是北方稀土、江西铜业， ...

Group 1 - The industrial metal sector saw multiple stocks open higher on December 1, with silver rising over 7% [1] - Shenghe Resources increased by more than 6%, while Jiangxi Copper and Shengton Mining also experienced gains [1]

Group 1 - The second extraordinary general meeting of shareholders for Shengtun Mining Group Co., Ltd. was held on November 28, 2025, at the company's conference room in Xiamen, Fujian Province [2][4] - There were no rejected resolutions during the meeting, and the voting process complied with the Company Law and the company's articles of association [2][6] - The meeting was presided over by Chairman Xiong Bo, with all seven current directors and the board secretary in attendance [5][4] Group 2 - The meeting was witnessed by Beijing Dacheng (Xiamen) Law Firm, confirming that the convening and conducting of the meeting adhered to legal and regulatory requirements [7] - The resolutions passed at the meeting required more than half of the valid voting rights held by attendees to be approved [6] - The announcement was made by Shengtun Mining Group Co., Ltd. on November 29, 2025 [10]

Core Insights - The "摘帽" concept has seen a rise of 2.13%, ranking 10th among concept sectors in terms of growth, with 40 stocks increasing in value [1] - Notable gainers include 科新发展, which hit the daily limit, and 海峡创新 and 理工导航, which rose by 16.47% and 15.82% respectively [1] - The sector experienced a net inflow of 3.699 million yuan, with 26 stocks receiving net inflows, and 7 stocks exceeding 10 million yuan in net inflow [2] Market Performance - The top-performing concept sectors today include: - 钛白粉概念: +4.31% - 海南自贸区: +3.54% - 乳业: +2.82% - 摘帽: +2.13% [2] - The worst-performing sectors include: - 禽流感: -0.76% - 流感: -0.49% - 维生素: -0.39% [2] Fund Flow Analysis - The leading stocks in terms of net fund inflow within the 摘帽 concept are: - 盛屯矿业: 1.90 billion yuan - 海峡创新: 502.62 million yuan - 山东墨龙: 384.78 million yuan [2] - The stocks with the highest net inflow ratios include: - 文投控股: 21.25% - 科新发展: 18.28% - 中嘉博创: 10.35% [3] Stock Performance - Key stocks in the 摘帽 concept and their performance: - 盛屯矿业: +5.29%, turnover rate 5.50%, net inflow 189.97 million yuan - 海峡创新: +16.47%, turnover rate 33.80%, net inflow 502.62 million yuan - 山东墨龙: +5.27%, turnover rate 12.04%, net inflow 384.78 million yuan [3][4] - Other notable stocks include: - 文投控股: +2.44%, turnover rate 1.49%, net inflow 209.21 million yuan - 科新发展: +10.02%, turnover rate 1.71%, net inflow 100.62 million yuan [4]

证券代码：600711 证券简称：盛屯矿业 公告编号：2025-072 盛屯矿业集团股份有限公司 2025年第二次临时股东会决议公告 本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： 本次会议是否有否决议案：无 一、 会议召开和出席情况 | 1、出席会议的股东和代理人人数 | 1,400 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 511,199,376 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | | | 份总数的比例（%） | 16.5403 | (一) 股东会召开的时间：2025 年 11 月 28 日 (二) 股东会召开的地点：福建省厦门市思明区展鸿路 81 号翔业国际大厦 52 层公司会议室。 (三) 出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： (四) 表决方式是否符合《公司法》及《公司章程》的规定，会议主持情况等。 | | | | 得票数占出席 | | | --- | --- | --- | --- | --- | | ...

北京大成（厦门）律师事务所 厦门市思明区岭兜西路 623 号 思明设计中心 8 层、21 层 邮编：361008 8th and 21ts Floor, Siming Design Center, No.623 Lingdou West Road, Siming District, Xiamen, China, 361008 dacheng.com 北京大成（厦门）律师事务所 关于盛屯矿业集团股份有限公司 二零二五年第二次临时股东会的 法律意见书 致：盛屯矿业集团股份有限公司 根据《中华人民共和国证券法》、《中华人民共和国公司法》、《上市公 司股东会规则》及《盛屯矿业集团股份有限公司章程》的规定，北京大成（厦 门）律师事务所（以下称"本所"）接受盛屯矿业集团股份有限公司（以下称 "公司"）的委托，指派律师出席公司于二○二五年十一月二十八日下午2点30 分在厦门市思明区展鸿路81号翔业国际大厦52层公司会议室召开的公司2025年 第二次临时股东会（以下称"本次股东会"），核验参加本次股东会人员的身 份证明文件，全程见证本次股东会召开、表决和形成决议的全过程，并就本次 股东会的召集和召开程序、召集人资格、出席和列 ...

Core Insights - The energy metals sector experienced a 2.55% increase on November 28, with Shengxin Lithium Energy leading the gains [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Sector Performance - Shengxin Lithium Energy (002240) closed at 35.26, up 7.17% with a trading volume of 821,600 shares [1] - Shengton Mining (600711) closed at 12.34, up 5.29% with a trading volume of 1,701,300 shares [1] - Other notable performers include: - Yongsan Lithium (6653309) at 11.77, up 3.79% - Tibet Mining (000762) at 27.66, up 3.13% - Huayou Cobalt (603799) at 61.83, up 2.74% [1] Capital Flow - The energy metals sector saw a net inflow of 761 million yuan from main funds, while retail funds experienced a net outflow of 301 million yuan [1] - Key capital flows include: - Huayou Cobalt (603799) with a net inflow of 281 million yuan from main funds [2] - Tianqi Lithium (002466) with a net inflow of 254 million yuan from main funds [2] - Shengton Mining (600711) with a net inflow of 161 million yuan from main funds [2]

Core Viewpoint - Shengtun Mining experienced a 5.38% increase in stock price, reaching 12.35 CNY per share, with a trading volume of 1.19 billion CNY and a turnover rate of 3.19%, resulting in a total market capitalization of 38.169 billion CNY [1] Company Overview - Shengtun Mining Group Co., Ltd. is located in Xiamen, Fujian Province, and was established on January 14, 1997, with its listing date on May 31, 1996 [1] - The company primarily engages in non-ferrous metal mining, metal industry chain value-added services, and cobalt materials, along with the smelting of lead, zinc, and various valuable metal products [1] - The revenue composition of the main business includes: Energy metals business 66.55%, Basic metals business 27.88%, and Metal trading and others 5.56% [1] Fund Holdings - Huatai Baoxing Fund has a significant holding in Shengtun Mining, with the Huatai Baoxing Jinianli Fund (006642) holding 1.2 million shares, accounting for 3.78% of the fund's net value, ranking as the tenth largest holding [2] - The fund has generated an estimated floating profit of approximately 756,000 CNY today [2] - The Huatai Baoxing Jinianli Fund was established on December 25, 2018, with a current size of 327 million CNY, yielding 12.85% year-to-date, ranking 4761 out of 8218 in its category [2] Fund Manager Information - The fund manager of Huatai Baoxing Jinianli (006642) is Shang Shuohui, who has been in the position for 8 years and 252 days [3] - The total asset size of the fund is 1.006 billion CNY, with the best fund return during the tenure being 129.42% and the worst being -38.16% [3]