Core Viewpoint - The company intends to acquire all issued and outstanding common shares of Loncor at a price of CAD 1.38 per share, totaling approximately CAD 261 million, equivalent to about USD 190 million or RMB 1.35 billion [1] Group 1 - The acquisition will allow the company to hold 100% ownership of Loncor through its wholly-owned subsidiary, Shengtun Gold Ontario [1] - The transaction is not classified as a related party transaction or a major asset restructuring [1]

Core Viewpoint - Loncor Gold Inc. has entered into an arrangement agreement with Chengtun Mining Group Co., Ltd. for the acquisition of all outstanding common shares of Loncor at a price of C$1.38 per share, representing a total equity value of approximately C$261 million [1][2] Transaction Details - The acquisition price represents a premium of approximately 33% to the 30-day volume weighted average trading price and a premium of approximately 16% to the closing price as of October 10, 2025 [2] - Approximately 38% of Loncor shareholders have signed voting support agreements to vote in favor of the transaction [3] - The transaction will be executed through a court-approved plan of arrangement under the Business Corporations Act (Ontario) [5] Transaction Highlights - The all-cash offer provides certainty of value and immediate liquidity to Loncor shareholders [9] - Chengtun Mining is a capable counterparty with extensive operational experience in the Democratic Republic of the Congo [9] - The transaction aims to crystallize value while removing future dilution, commodity, and execution risks for Loncor shareholders [9] Financial Provisions - The Arrangement Agreement includes a mutual reciprocal termination fee of C$10 million under certain circumstances [6] - Chengtun Mining will provide refundable advances totaling US$3 million to Loncor for ongoing exploration and general corporate purposes [8] Conditions to Completion - The transaction is subject to several conditions, including approval from Loncor shareholders, acceptance by the TSX, and approval from the Ontario Superior Court [11][12] - A special meeting of Loncor shareholders is required for the transaction to proceed, needing a two-thirds majority vote [12] Timeline and Future Steps - The transaction is expected to close by Q1 2026, after obtaining necessary regulatory approvals [13] - Following completion, Loncor shares are expected to be de-listed from the TSX, and the company will cease to be a reporting issuer under Canadian securities laws [13] Advisory and Legal Counsel - Stifel Canada and EB Capital Advisory are acting as financial advisors to Loncor, while Dickinson Wright LLP serves as legal counsel [16]

Market Overview - The energy metals sector experienced a decline of 5.61% on October 14, with Tengyuan Cobalt leading the drop [1] - The Shanghai Composite Index closed at 3865.23, down 0.62%, while the Shenzhen Component Index closed at 12895.11, down 2.54% [1] Individual Stock Performance - Tengyuan Diamond (301219) closed at 68.68, down 11.24% with a trading volume of 226,400 shares and a transaction value of 1.636 billion [1] - BQ Materials (605376) closed at 56.70, down 7.88% with a trading volume of 147,300 shares and a transaction value of 863 million [1] - Cold Sharp Diamond (300618) closed at 50.77, down 7.67% with a trading volume of 265,300 shares and a transaction value of 1.398 billion [1] - Huayou Cobalt (603799) closed at 65.17, down 7.53% with a trading volume of 1,571,000 shares and a transaction value of 10.657 billion [1] - Jidian Mining (600711) closed at 10.42, down 6.13% with a trading volume of 3,028,600 shares and a transaction value of 3.336 billion [1] - Tianqi Lithium (002466) closed at 46.98, down 5.61% with a trading volume of 738,800 shares and a transaction value of 3.591 billion [1] - Cangge Mining (000408) closed at 57.13, down 5.48% with a trading volume of 202,100 shares and a transaction value of 266.6 million [1] - Yongxing Materials (002756) closed at 38.14, down 4.10% with a trading volume of 179,800 shares and a transaction value of 701 million [1] - Shengxin Lithium Energy (002240) closed at 19.05, down 4.08% with a trading volume of 442,300 shares and a transaction value of 867 million [1] - Yongshan Lithium (6633399) closed at 9.84, down 3.15% with a trading volume of 144,200 shares and a transaction value of 144 million [1] Capital Flow Analysis - The energy metals sector saw a net outflow of 3.027 billion from main funds, while retail funds had a net inflow of 2.13 billion [1] - The table shows the capital flow for individual stocks, indicating varying levels of net inflow and outflow among different companies [2]

Group 1 - Gold prices experienced a short-term pullback on October 14, leading to a collective decline in A-share gold stocks [1] - Notable declines included Luoyang Molybdenum (-5.51%), Shengda Resources (-5.28%), and Zijin Mining (-4.00%) [2] - Other companies such as Tongling Nonferrous Metals, Shengton Mining, Jiangxi Copper, and Zhaojin Mining also saw declines exceeding 3% [1][2] Group 2 - Luoyang Molybdenum has a total market capitalization of 348.5 billion, with a year-to-date increase of 152.71% [2] - Shengda Resources has a market cap of 18.7 billion and a year-to-date increase of 127.57% [2] - Jiangxi Copper's market capitalization stands at 138.1 billion, with a year-to-date increase of 98.92% [2]

10月13日，盛屯矿业大宗交易成交30万股，成交额301.8万元，占当日总成交额的0.1%，成交价10.06 元，较市场收盘价11.1元折价9.37%。 | 交易日期 | 证券商除 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | | | 卖出营业部 | 是否为专场 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | belly of a "a voltar children il book I hour's 025-10-13 | 盛中时业 | 600711 | 10.06 301.8 | 30 | 者圆满意思想 | 委员严肃党健嘉理 | | Ka | ...

New Stock Issuance - Marco Polo (Stock Code: 001386) issued at a price of 13.75 on October 13, 2025[1] - New material company (Stock Code: 688585) has a tender offer period from September 29 to October 28, 2025[1] - Zitian (Stock Code: 300280) entered the delisting arrangement period with the last trading day on October 13, 2025[1] Market Alerts - Significant abnormal fluctuations reported for Pinming Technology (Stock Code: 688109) on October 10, 2025[1] - Multiple companies including Kesheng Technology (Stock Code: 688788) and Borui Pharmaceutical (Stock Code: 688166) have recent announcements regarding their stock activities[1] - A total of 30 companies have been flagged for abnormal trading activities, indicating potential market volatility[2]

Group 1: Rare Metal ETF Performance - The Rare Metal ETF has a turnover rate of 11.57% during trading, with a transaction volume of 359 million yuan, indicating active market trading [3] - The latest scale of the Rare Metal ETF reached 3.08 billion yuan, marking a new high since its inception and ranking first among comparable funds [3] - The ETF's share reached 3.67 billion shares, also a new high since inception, and ranks first among comparable funds [3] - Over the past three days, the Rare Metal ETF has seen continuous net inflows, with a maximum single-day net inflow of 358 million yuan, totaling 551 million yuan [3] - As of October 10, the net value of the Rare Metal ETF has increased by 17.31% over the past three years [3] - The highest monthly return since inception is 24.02%, with the longest consecutive monthly increase being five months and a maximum increase of 66.25%, averaging a monthly return of 8.60% [3] Group 2: Cobalt Export Quotas and Market Dynamics - According to CITIC Construction Investment, cobalt export quotas for Congo (Kinshasa) have been finalized, with Luoyang Molybdenum, Glencore, and Eurasian Resources holding the top three shares at 35.9%, 27.3%, and 21.6% respectively [4] - The total quota for 2026 and 2027 is set at 96,600 tons, which includes a basic quota of 87,000 tons allocated to production enterprises and a strategic quota of 9,600 tons [4] - Under the quota system, only about 44% of production can be exported, resulting in a reduction of over 100,000 tons [4] - Based on estimates for 2024, with a supply of 270,000 tons and demand of 230,000 tons, the market is expected to shift from a surplus of about 70,000 tons to a shortage of about 30,000 tons, potentially driving cobalt prices higher [4] Group 3: Rare Earth Export Controls - The Ministry of Commerce has issued four documents to strengthen rare earth export controls, adding five categories of medium and heavy rare earths to the export control list [4] - The controls also extend to the entire industrial chain, including equipment, technology, and raw materials, with additional regulations on overseas military and high-end semiconductor demands [4] - The strategic position of rare earths has been further reinforced through these measures [4] Group 4: Rare Metal Index and Investment Opportunities - As of September 30, 2025, the top ten weighted stocks in the CSI Rare Metal Theme Index include Northern Rare Earth, Luoyang Molybdenum, Huayou Cobalt, and others, collectively accounting for 59.91% of the index [4] - Investors can also participate in the rare metal sector through the Rare Metal ETF linked fund (014111) [4]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600711 证券简称：盛屯矿业 公告编号：2025-051 盛屯矿业集团股份有限公司 关于股份回购进展公告 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。 重要内容提示： ■ 详细内容参见公司于2025年8月29日在上海证券交易所网站（www.sse.com.cn）披露的《盛屯矿业集团 股份有限公司关于以集中竞价交易方式回购股份的预案》（公告编号：2025-039）。 二、回购股份的进展情况 根据《上海证券交易所上市公司自律监管指引第7号一一回购股份》等相关规定，公司应在每个月的前3 个交易日内公告截至上月末的回购进展情况。现将公司回购进展情况公告如下： 截至2025年9月30日，公司以集中竞价交易方式累计回购公司股份 33,582,400股，占公司总股本的比例 为1.0866%，购买的最高价为8.7500元/股、最低价为8.1029元/股，已支付的资金总额为人民币 278,995,545.00元(不含交易手续费)。上述回购符合相关法律法规的规定及公司既定的回购股份 ...

每经AI快讯，盛屯矿业（SH 600711，收盘价：11.17元）10月10日晚间发布公告称，截至2025年9月30 日，公司以集中竞价交易方式累计回购公司股份约3358万股，占公司总股本的比例为1.0866%，购买的 最高价为8.75元/股、最低价为约8.10元/股，已支付的资金总额为人民币约2.79亿元。 2024年1至12月份，盛屯矿业的营业收入构成为：能源金属业务占比60.98%，基本金属业务占比 31.29%，金属冶炼及综合回收占比5.14%，其他业务占比2.58%。 截至发稿，盛屯矿业市值为345亿元。 每经头条（nbdtoutiao）——天水麻辣烫、淄博烧烤、荣昌卤鹅⋯⋯"泼天流量"退去后，这些城市怎么 样了？ （记者 曾健辉） ...

盛屯矿业集团股份有限公司（以下简称"公司"）于 2025 年 8 月 28 日召开公 司第十一届董事会第二十一次会议审议通过了《关于以集中竞价交易方式回购公 司股份方案的议案》，同意公司使用不低于 50,000 万元(含)且不高于 60,000 万元 (含)的自有资金或自筹资金（含股票回购专项贷款资金等）以集中竞价交易方式 回购公司股份，回购股份价格不超过 11.82 元/股,回购用途为用于实施员工持股 计划或股权激励，回购股份的期限为自公司董事会审议通过本次回购股份方案之 日起 12 个月内。同时授权公司管理层全权办理本次回购股份的相关事项。 详 细 内 容 参 见 公 司 于 2025 年 8 月 29 日 在 上 海 证 券 交 易 所 网 站 （www.sse.com.cn）披露的《盛屯矿业集团股份有限公司关于以集中竞价交易方 式回购股份的预案》（公告编号：2025-039）。 二、 回购股份的进展情况 证券代码：600711 证券简称：盛屯矿业 公告编号：2025-051 盛屯矿业集团股份有限公司 关于股份回购进展公告 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 ...