盛屯矿业集团股份有限公司 关于收购加拿大Loncor公司股权的 进展公告 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。 盛屯矿业集团股份有限公司（以下简称"公司"）于2025年10月15日披露，公司全资子公司中 CHENGTUN GOLD ONTARIO INC.（以下简称"盛屯黄金安大略"）拟收购Loncor Gold lnc（以下简 称"Loncor公司"）100%股权。详见公司于2025年10月15日披露的《盛屯矿业集团股份有限公司关于拟 以现金方式收购加拿大Loncor公司的提示性公告》（公告编号：2025-052）。 证券代码：600711 证券简称：盛屯矿业 公告编号：2026-005 截至本公告披露日，根据本次交易项下《安排协议》的履行情况，各方均确认本次交易已满足约定的交 割条件。盛屯黄金安大略已根据《安排协议》的约定向目标公司支付收购价款，各方已根据协议约定完 成交割。交割完成后，盛屯黄金安大略持有Loncor公司100%股权，Loncor公司成为公司全资下属公 司，纳入公司合并报表范围。 特此公告。 盛屯 ...

证券日报网讯 2月11日，盛屯矿业发布公告称，公司全资子公司盛屯黄金安大略已完成对加拿大Loncor 公司100%股权收购，交易各方已按《安排协议》完成交割，Loncor公司纳入公司合并报表。 （编辑 丛可心） ...

证券代码：600711 证券简称：盛屯矿业 公告编号：2026-005 盛屯矿业集团股份有限公司 关于收购加拿大 Loncor 公司股权的进展公告 截至本公告披露日，根据本次交易项下《安排协议》的履行情况，各方均确认 本次交易已满足约定的交割条件。盛屯黄金安大略已根据《安排协议》的约定向目 标公司支付收购价款，各方已根据协议约定完成交割。交割完成后，盛屯黄金安大 略持有Loncor公司100%股权，Loncor公司成为公司全资下属公司，纳入公司合并报 表范围。 特此公告。 盛屯矿业集团股份有限公司董事会 2026年2月12日 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。 盛屯矿业集团股份有限公司（以下简称"公司"）于2025年10月15日披露，公 司全资子公司中CHENGTUN GOLD ONTARIO INC.（以下简称"盛屯黄金安大略"）拟 收购Loncor Gold lnc（以下简称"Loncor公司"）100%股权。详见公司于2025年1 0月15日披露的《盛屯矿业集团股份有限公司关于拟以现金方式收购加拿大Lonco ...

Group 1: Market Overview - The A-share market showed mixed performance on February 11, with the ChiNext Index falling over 1% and total trading volume in the Shanghai and Shenzhen markets reaching 2 trillion yuan, a decrease of 123.7 billion yuan from the previous trading day [1] - Over 3,200 stocks in the market experienced declines, indicating a broad-based sell-off [1] Group 2: Chemical Industry Insights - UBS recently released a report raising expectations for the Chinese chemical industry, predicting a new upward cycle from 2026 to 2028 due to multiple positive factors, with expectations for profit recovery and valuation increases [1] - The chemical sector has shown resilience, with companies like Jihua Group and Taihe New Materials experiencing significant stock price increases [1] Group 3: Fiberglass Sector Performance - The fiberglass manufacturing sector saw a collective surge, with nearly all stocks hitting the daily limit, a rare occurrence in the market [1] - Notable stocks included International Composite Materials, which hit a 20% limit up shortly after market open, and others like Changhai Co., Honghe Technology, and China Jushi also saw significant gains [1][2] - The fiberglass sector's revaluation is linked to price increases and demand driven by AI, with major manufacturers indicating price hikes and low inventory levels [3] Group 4: Lithium Battery and Precious Metals - Lithium battery stocks were active, with Zhongcai Technology hitting the limit up and reaching a historical high [4] - The domestic commodity futures market saw most prices rise, with lithium carbonate increasing over 9% [4] - Precious metals also experienced volatility, with silver futures rising over 4% and gold prices recovering above $5,050 per ounce [5]

盛屯矿业公告称，2025年10月15日公司全资子公司盛屯黄金安大略拟收购Loncor公司100%股权。截至 公告披露日，本次交易已满足约定的交割条件，盛屯黄金安大略已支付收购价款，各方完成交割。交割 完成后，盛屯黄金安大略持有Loncor公司100%股权，该公司成为盛屯矿业全资下属公司并纳入合并报 表范围。 ...

Market Overview - After a significant drop yesterday, the A-share market rebounded today, influenced by a collective rebound in the external markets [3] - The Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closed up by 1.29%, 2.19%, and 1.86% respectively, with a total market turnover exceeding 2.5 trillion [4] Aerospace Sector - The aerospace sector was the strongest performer in today's rebound, with multiple stocks hitting the daily limit, including Zhongchao Holdings, Taihao Technology, and others [5] - The SpaceX concept, solar power, and aerospace stocks surged by 9.4%, 5.23%, and 4.38% respectively [7] Film and Television Sector - The film and television sector showed a continuous slight increase, with a notable performance from Hengdian Film, which achieved a four-day consecutive rise [13] - The sector closed up by 2.23%, driven by pre-holiday speculation for the upcoming Spring Festival box office [15] Gaming Sector - The gaming sector experienced a significant drop, with Tencent Holdings and other companies seeing declines due to rumors regarding potential increases in value-added tax rates [19] - Following clarifications from industry experts, the gaming sector rebounded, closing up by 2.89% [23] Computing Power Chips - The chip sector faced a sharp decline, particularly with Cambrian Technology, which saw a drop of over 14% due to rumors about revenue guidance [26] - Despite a clarification from Cambrian Technology denying the rumors, the stock still ended down over 9% [26]

Summary of Key Points from Conference Call Records Industry Overview - The records focus on the copper industry and strategic metals, highlighting recent trends in pricing and demand dynamics [1][2]. Core Insights and Arguments - **Copper Price Decline and Recovery in Orders**: - A significant drop in copper prices has led to a surge in downstream purchasing activity. According to a survey by Mysteel, 31 domestic copper rod manufacturers and 6 traders reported an order volume of 43,000 tons, an increase of 28,600 tons from the previous day, representing a 197.73% week-on-week growth [1]. - Specifically, the order volume for refined copper rods reached 41,700 tons, marking a historical high since the survey began, with a week-on-week increase of 29,000 tons, or 228.75% [1]. - This indicates that as copper prices fall, downstream demand is beginning to materialize, with companies moving to fulfill delayed orders from December [1]. - **Strategic Metals and Resource Stocks**: - The value of strategic resources will determine the positioning of resource stocks in the market. The external manifestation of this value is reflected in the pricing of strategic metals [2]. - There is confidence in the long-term prospects for strategic metals, particularly tin and nickel, with a strong outlook for these commodities through 2026 [3][4]. Additional Important Content - **Investment Opportunities in Resource Companies**: - Recommendations for bottom-fishing in quality companies include: - **Copper**: Zijin Mining (900 billion as a bottom), Western Mining (70 billion bottom), and Luoyang Molybdenum (around 450 billion bottom). Minmetals Resources and China Nonferrous Mining are noted for their low valuations [4]. - **Aluminum**: China Aluminum (200 billion bottom, 22 billion profit) based on a price assumption of 23,000 [4]. - **Tin**: Huaxi Nonferrous (300 billion, with profits expected around 2 billion) and Tin Industry Co. (already low valuation) based on a price assumption of 350,000 [4]. - **Nickel**: Huayou Cobalt with profits of 8 billion at a nickel price of 15,000, considered very cheap [4].

Market Overview - The market experienced significant losses on the first trading day of February, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closing down by 2.48%, 2.69%, and 2.46% respectively, with over 4,600 stocks declining and trading volume shrinking to 2.6 trillion yuan [4][3]. Sector Performance - The non-ferrous metals sector faced a collective downturn, with major stocks like Tongling Nonferrous Metals and Huayou Cobalt hitting the daily limit down, reflecting a broader trend of heavy losses across various non-ferrous commodities [5][15]. - The precious metals market saw silver prices drop significantly, with a decline of over 25% in New York silver futures, indicating a severe sell-off triggered by market dynamics [9][10]. Specific Stock Movements - Wenta Technology faced a dramatic decline, with its net profit projected to drop by 376.52% to 217.68%, leading to a trading halt at the daily limit down. This was attributed to asset impairment related to disputes with Anshi Semiconductor [31]. ETF Market - The ETF market also reflected the bearish sentiment, with major ETFs like the SSE 50 ETF and CSI 500 ETF experiencing sharp declines, particularly the CSI 500 which saw a drop of 6.5% in the afternoon session [27].

Summary of Key Points Core Viewpoint - On February 2, a total of 44 stocks were involved with institutional investors, with 24 stocks showing net buying and 20 stocks showing net selling [1]. Group 1: Institutional Buying - The top three stocks with the highest net buying by institutions were: - Changfei Fiber: Net buying amount of 315 million yuan, with a price increase of 6.62% [2]. - Tongyuan Petroleum: Net buying amount of 216 million yuan, with a price decrease of 14.21% [2]. - Tongguang Cable: Net buying amount of 115 million yuan, with a price increase of 20% [2]. Group 2: Institutional Selling - The top three stocks with the highest net selling by institutions were: - Shengtun Mining: Net selling amount of 391 million yuan [1]. - Kaipu Cloud: Net selling amount of 244 million yuan, with a price decrease of 20% [3]. - Xiyu Co.: Net selling amount of 242 million yuan, with a price decrease of 9.99% [3].

Market Overview - On February 2, the trading volume of the Shanghai and Shenzhen stock markets was 2.58 trillion yuan, a decrease of 250.8 billion yuan compared to the previous trading day [1] - The precious metals and non-ferrous metals sectors experienced a significant decline, while the electric grid equipment and liquor sectors saw notable gains [1] Stock Performance - Notable gainers included: - STR (+5.19% to 2.23 yuan) with a trading volume of 3.49% [2] - *ST Huqing (+5.03% to 8.14 yuan) due to performance expectations and termination of equity transfer [2] - Huangtai Liquor (+9.98% to 17.52 yuan) driven by regional brand strength and shareholder increase [2] - Horizontal Film (+10.00% to 28.05 yuan) benefiting from the Spring Festival box office [2] - Wanfu Co. (+9.99% to 28.30 yuan) due to rising dye prices [2] Stock Declines - High-profile stocks facing declines included: - ST Jinglan with 6 consecutive gains [3] - Deep Technology (-10.00% to 29.24 yuan) due to a downturn in the storage chip sector and significant prior gains [14] - Kaipu Cloud (-20.00% to 195.84 yuan) with a projected net loss for 2025 [17] Institutional Trading - The top three net purchases on the daily leaderboard were: - Zhongchao Holdings with a net purchase of 512 million yuan [5] - Baobian Electric with a net purchase of 436 million yuan [5] - Shuangjie Electric with a net purchase of 308 million yuan [5] - The top three net sales were: - Deep Technology with a net sale of 251 million yuan [6] - Kaipu Cloud with a net sale of 192 million yuan [6] - Tianlong Group with a net sale of 187 million yuan [6] Sector Insights - Zhongchao Holdings is involved in commercial aerospace and high-temperature alloys, with strong demand for transformers and data center orders extending to 2027 [9] - Deep Technology's recent performance has been impacted by stricter customer audits from major storage manufacturers [14] - Kaipu Cloud's projected losses indicate a significant decline in profitability, with expectations of a 139% to 158% decrease in net profit [17]