Core Viewpoint - Shengton Mining plans to acquire all issued shares of Canadian company Loncor for approximately CAD 261 million (around RMB 1.35 billion) through its wholly-owned subsidiary in Canada, enhancing its gold resource reserves and operational performance [2][3]. Group 1: Acquisition Details - The acquisition price is set at CAD 1.38 per share, with the total transaction amount being approximately CAD 261 million [2]. - The funding for the acquisition will come from the company's own or raised funds [2]. - Upon completion of the transaction, Shengton Mining will hold 100% equity in Loncor, gaining control over the Adumbi gold project located in the Democratic Republic of Congo [2]. Group 2: Asset Overview - Loncor's core asset is the Adumbi gold project, which has significant resource potential and favorable development conditions [2]. - According to a preliminary economic assessment report from December 2021, the Adumbi gold project has a controlled resource of 1.88 million ounces of gold, with an ore resource of 28.185 million tons and an average grade of 2.08 grams per ton [2]. - The inferred resource is estimated at 2.09 million ounces of gold, with an ore resource of 22.508 million tons and an average grade of 2.89 grams per ton [2]. Group 3: Development Conditions - The Adumbi gold mine is located in the Ituri rainforest, with relatively simple hydrological, geological, engineering, and environmental conditions [3]. - The shallow ore bodies (above +400m) are suitable for open-pit mining, while deeper ore bodies are suitable for underground mining [3]. - There are no adjacent mining rights or permanent structures within a 300-meter radius of the mining area, providing a favorable development environment [3]. Group 4: Strategic Importance - The acquisition is a significant step for Shengton Mining in its international development strategy and resource reserve expansion [3]. - The company has identified the development of its gold business as a key strategic direction, and this transaction is expected to substantially enhance its gold reserves and solidify the foundation for its gold business [3].

Group 1 - The company primarily operates copper mines, with significant overseas assets including the Kolwezi copper-cobalt mine in the Democratic Republic of Congo [2] - Domestically, the company has various mining operations, including gold mines from Huajin Mining, lead-zinc mines from Emma Mining and Hengyuan Xinmao, and copper polymetallic mines from Yinxin Mining, as well as copper mines from Dali Sanxin [2]

Core Viewpoint - The energy metals sector experienced a rise of 0.84% on October 15, with Shengtun Mining leading the gains, while the overall market indices also showed positive performance [1]. Market Performance - The Shanghai Composite Index closed at 3912.21, up 1.22% - The Shenzhen Component Index closed at 13118.75, up 1.73% [1]. Individual Stock Performance - Shengtun Mining (600711) closed at 11.26, up 8.06% with a trading volume of 4.0986 million shares and a transaction value of 4.561 billion - Boguang New Materials (605376) closed at 59.00, up 4.06% with a trading volume of 99,900 shares and a transaction value of 576 million - Shengxin Lithium Energy (002240) closed at 19.51, up 2.41% with a trading volume of 512,900 shares and a transaction value of 1.012 billion - Cangge Mining (000408) closed at 58.48, up 2.36% with a trading volume of 153,700 shares and a transaction value of 892 million - Tengyuan Diamond (301219) closed at 70.10, up 2.07% with a trading volume of 99,000 shares and a transaction value of 688 million [1]. Capital Flow Analysis - The energy metals sector saw a net outflow of 1.008 billion from institutional investors, while retail investors contributed a net inflow of 1.0 billion [2]. - The table of capital flow indicates that Shengtun Mining had a net inflow of 3.10 billion from institutional investors, while retail investors had a net outflow of 1.67 billion [3].

盛屯矿业（600711.SH）10月15日在投资者互动平台表示，贵州一期项目15万吨硫酸镍产线于2023年末 投料试生产，基本具备设计产能要求；公司正在推进贵州项目二期工程建设。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：贵公司的贵州项目建成投产了吗？ ...

每经AI快讯，有投资者在投资者互动平台提问：华金矿业、埃玛矿业复产复产情况如何呢？ 盛屯矿业（600711.SH）10月15日在投资者互动平台表示，您好，感谢您对公司的关注。华金矿业于 2024年底复产复工，埃玛矿业按年度生产计划，已正常投产。 （文章来源：每日经济新闻） ...

Group 1 - The company is actively advancing the construction progress of the Guizhou project, with the first phase expected to achieve trial production and debugging by the end of December 2024, including a zinc roasting acid production line with a capacity of 100,000 metal tons per year, a waste heat power generation system, a nickel sulfate production line of 150,000 tons, and a high-grade nickel production line of 20,000 metal tons [2] - As of now, the first phase of the Guizhou project is basically meeting the design capacity requirements, and the company is currently optimizing the production line [2] - Under full-load production conditions, the production cost can reach an upper-middle level in the industry, indicating competitive cost efficiency [2]

Core Viewpoint - The company, 盛屯矿业, has confirmed its full-capacity production in zinc and germanium smelting, focusing on the comprehensive recovery of valuable metals such as germanium, silver, copper, indium, and gold, indicating a diversified product strategy [2]. Group 1 - The main business of 盛屯锌锗 includes an annual production capacity of 300,000 tons of zinc ingots and a comprehensive project for 40 tons of high-purity germanium dioxide [2]. - The company emphasizes its focus on the comprehensive recovery of rare and scattered metals, showcasing significant technological advancements [2]. - The strategy aims to extend the industrial chain and achieve product diversification, enhancing the company's market position [2].

每经AI快讯，有投资者在投资者互动平台提问：贵公司的金矿开始出金了吗？ 盛屯矿业（600711.SH）10月15日在投资者互动平台表示，华金矿业自复工复产以来，生产水平逐渐上 升，2025年上半年生产黄金110.23kg。 （记者 王瀚黎） ...

Core Viewpoint - The company intends to acquire all issued shares of the Canadian-listed company Loncor at a price of CAD 1.38 per share, totaling approximately CAD 261 million, equivalent to about USD 190 million, which will result in the company holding 100% ownership of Loncor [1] Group 1 - The acquisition price is set at CAD 1.38 per share [1] - The total transaction amount is approximately CAD 261 million, or USD 190 million [1] - Loncor's core asset is the Adumbi gold mine project located in the Democratic Republic of the Congo, which has significant resource potential and expansion capabilities [1]

Group 1 - The gold sector experienced a rebound on October 15, with notable increases in stock prices, including a limit up for Zhaojin Mining and over 7% rise for Shengtun Mining [1] - As of 14:21, Zhaojin Mining reached a price of 14.60, reflecting a 10.02% increase, while Shengtun Mining was at 11.18, showing a 7.29% rise [2] - Other companies in the gold sector, such as Zijin Mining and Pengxin Resources, also saw positive movements in their stock prices [1]