重要内容提示： ●鉴于青海金瑞矿业发展股份有限公司（以下简称"公司"）持股 5%以上股东 青海省金星矿业有限公司（以下简称"金星矿业"）所持有的公司无限售流通股 41,938,670 股股票中的 15,276,629 股股份在 2025 年 5 月 24 日拍卖成交，截至本 公告披露日，前述股份尚未完成股份变更过户手续。因此，本公告中金星矿业所持 初始股份数量以办理过户手续完成前的 41,938,670 股为准。 ●本次被司法拍卖的股票为金星矿业所持有的公司无限售流通股 26,662,041 股 股份，占其持有公司股份数的 63.57%，占公司总股本的 9.25%。该部分股票被拆分 为 14,383,090 股、12,278,951 股两次进行拍卖，均竞价成功，成交金额分别为人民 币 154,239,349.60 元、130,992,714.56 元。竞价成功的司法拍卖尚涉及缴款、股权 变更过户等环节，其最终结果存在一定的不确定性。公司将密切关注该事项的进展 情况，并按照相关规定及时履行信息披露义务。 ●根据《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、高级管 理人员减持股份》第十四条及第二十二条 ...

Core Points - The company announced a cash dividend of 0.025 CNY per share, totaling approximately 7.2 million CNY, approved at the 2024 annual shareholders' meeting on May 8, 2025 [1] - The dividend distribution is based on a total share capital of 288,176,273 shares [1] Distribution Plan - The cash dividend will be distributed to all shareholders registered with China Securities Depository and Clearing Corporation Limited, Shanghai Branch, after the market closes on the registration date [1] - The relevant dates for the A shares are as follows: - Registration date: July 3, 2025 - Last trading day: July 4, 2025 - Ex-dividend date: July 4, 2025 [5] Taxation Information - For individual shareholders holding shares for over one year, the dividend income is exempt from personal income tax; for those holding between one month and one year, 50% of the income is taxable, resulting in a 10% effective tax rate; for those holding for one month or less, the full amount is taxable at a 20% rate [2][3] - For Qualified Foreign Institutional Investors (QFII), a 10% corporate income tax will be withheld, resulting in a net dividend of 0.0225 CNY per share [4][6] - Other institutional investors will not have tax withheld by the company, and the net dividend remains 0.025 CNY per share [6]

证券代码：600714 证券简称：金瑞矿业 公告编号：临 2025-035 号 青海金瑞矿业发展股份有限公司 2024年年度权益分派实施公告 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： 每股分配比例 A 股每股现金红利0.025元 相关日期 二、分配方案 1.发放年度：2024年年度 2.分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 3.分配方案： 本次利润分配以方案实施前的公司总股本288,176,273股为基数，每股派发现 金红利0.025元（含税），共计派发现金红利7,204,406.83元。 三、相关日期 股份类别 股权登记日 最后交易日 除权（息）日 现金红利发放日 Ａ股 2025/7/3 － 2025/7/4 2025/7/4 四、分配实施办法 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | -- ...

Core Viewpoint - The price increase of strontium carbonate, driven by changes in the supply chain of strontium ore, has led to significant stock price movements for companies in the A-share strontium carbonate sector, particularly Jinrui Mining, which has experienced consecutive trading limit increases [1] Price Trends and Drivers - Strontium carbonate prices have risen from a low of less than 8,000 yuan/ton to the current 16,000 yuan/ton over the past year, with the price increase starting in Q3 of last year due to the elimination of the "intermittent carbonization method" production process and the bankruptcy of Hebei Xinjie Chemical, leading to a supply-demand gap of 20% [1][2] - Key events contributing to price increases include a fire at a strontium ore refining plant in Mexico, which caused a 10% price spike, and an explosion at Iran's Abbas Port [1][2] Company Performance - Jinrui Mining's production of various strontium carbonate products reached 17,100 tons in 2023, with a projected increase to 21,300 tons in 2024, indicating a capacity utilization rate of 106.5% for 2024 [3] - The revenue for Jinrui Mining is expected to rise to 343 million yuan in 2024, a year-on-year increase of 24.88%, with net profit reaching 35.01 million yuan, reflecting a significant year-on-year increase of 356.54% [3] Competitive Landscape - Jinrui Mining's competitor, Hongxing Development, has a cost advantage due to its strontium ore supply being sourced entirely from its parent company, allowing for better cost control [4] - Jinrui Mining's future profit elasticity may be limited compared to Hongxing Development, as it relies on external high-priced strontium ore imports once its low-cost inventory is depleted [4] Profitability Projections - If strontium carbonate prices rise to 20,000 yuan/ton by the end of the year, this could yield an additional net profit of 13 million yuan for Jinrui Mining, with an estimated valuation premium of 400 million yuan based on an industry average PE of 30 times [5]

Group 1 - The article discusses the impact of the conflict between Israel and Iran on global energy markets, highlighting that a strike on Iranian nuclear facilities led to a significant spike in Brent crude oil prices by 13%, the highest since the Russia-Ukraine conflict [5][7] - The importance of the Strait of Hormuz is emphasized, as it is a critical passage for 20% of the world's oil and 25% of liquefied natural gas (LNG) trade, with major implications for global energy supply if it were to be blocked [12][9] - The article outlines the vulnerabilities of modern industrial supply chains, particularly how disruptions in the Strait of Hormuz can affect various sectors, including energy-intensive manufacturing in Germany and the solar glass industry in China [8][7] Group 2 - The article details the potential for crisis arbitrage, noting that companies like LONGi Green Energy are capitalizing on the situation by securing contracts for solar projects in the Middle East, reflecting a shift towards energy independence in the region [18][19] - There is a surge in demand for safe-haven assets such as gold and U.S. Treasury bonds, indicating a strong market reaction to geopolitical tensions [22][24] - The military sector is also seeing increased interest, with companies like Hongdu Aviation receiving orders for military equipment from Middle Eastern countries, showcasing a growing demand for defense capabilities [25][27] Group 3 - The article suggests that China should consider a "dual-loop design" for energy supply routes to mitigate risks associated with the Strait of Hormuz, including potential pipeline projects to bypass the strait [29][30] - It highlights the need for technological advancements and local supply chain adaptations in response to potential disruptions, such as the reliance on strontium ore from Iran for manufacturing permanent magnet motors [30][17] - The article concludes that the ongoing conflict is reshaping global business dynamics, emphasizing the importance of energy sovereignty and the need for companies to possess physical, financial, and political capital to survive in a changing landscape [34][33]

| 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.06.17 | -4.54 | 17.65 | -3066.58 | | 2025.06.16 | 9.98 | 24.31 | -2908.46 | | 2025.06.13 | 9.96 | 7.54 | 5719.37 | | 2025.06.12 | -0.36 | 2.76 | -401.05 | | 2025.06.11 | 1.95 | 3.73 | -445.70 | | 2025.06.10 | 0.65 | 2.74 | -614.95 | | 2025.06.09 | 1.13 | 1.56 | 93.43 | | 2025.06.06 | 1.44 | 1.85 | 228.21 | | 2025.06.05 | 0.10 | 1.00 | 8.25 | | 2025.06.04 | 1.96 | 1.52 | -237.06 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 金瑞矿业再度涨停，4个交易日内录得3个涨停，累计 ...

股票交易异常波动公告 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。 ●青海金瑞矿业发展股份有限公司（以下简称"公司"）股票于 2025 年 6 月 12 日、13 日、16 日连续三个交易日内日收盘价格涨幅偏离值累计超过 20%，根据《上 海证券交易所交易规则》的有关规定，属于股票交易异常波动情形。 证券代码：600714 股票简称：金瑞矿业 公告编号：临2025-034号 青海金瑞矿业发展股份有限公司 经公司自查并向控股股东书面核实确认，截至本公告披露日，公司及控股股东 不存在涉及公司应披露而未披露的重大信息，包括但不限于重大资产重组、股份发 ●经公司自查并向控股股东青海省投资集团有限公司（以下简称"青海省投"） 书面函证，确认截至本公告披露日，不存在应披露而未披露的重大事项或重要信息。 ●公司主营业务未发生重大变化，生产经营情况正常。目前，公司股票动态市 盈率、市净率与同行业相比处于较高水平。特别提醒广大投资者注意二级市场交易 风险，理性决策，审慎投资。 一、股票交易异常波动的具体情况 公司股票交易价格于 2025 年 ...

贵公司《关于股票交易异常波动的询证函》收悉。经核查,现就 询征事项回复如下: 本公司作为贵公司控股股东,截至目前,不存在根据《上海证券 交易所股票上市规则》等有关规定应予披露而未披露的重大事项,包 括但不限于筹划涉及贵公司的重大资产重组、股份发行、重大交易类 事项、业务重组、股份回购、股权激励、破产重整、重大业务合作、 引进战略投资者等重大事项。 特此回复。 青 青海省投资集团有限公司 关于金瑞矿业股票交易异常波动的回复函 青海金瑞矿业发展股份有限公司: ...

金十数据6月16日讯，金瑞矿业公告，公司股票连续三个交易日内收盘价格涨幅偏离值累计超过20%， 属于股票交易异常波动情形。经自查及向控股股东青海省投资集团有限公司书面函证，确认公司及控股 股东不存在涉及公司应披露而未披露的重大信息。公司主营业务未发生重大变化，生产经营情况正常。 金瑞矿业：目前生产经营正常 无应披露而未披露的重大事项 ...

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。 证券代码：600714 股票简称：金瑞矿业 公告编号：临2025-033号 青海金瑞矿业发展股份有限公司 重要内容提示： ●鉴于青海金瑞矿业发展股份有限公司（以下简称"公司"）持股 5%以上股东 青海省金星矿业有限公司（以下简称"金星矿业"）所持有的公司无限售流通股 41,938,670 股股票中的 15,276,629 股股份在 2025 年 5 月 24 日拍卖成交，截至本公 告披露日，前述股份尚未完成股份变更过户手续。因此，本公告中金星矿业所持初 始股份数量以办理过户手续完成前的 41,938,670 股为准。目前，其持有的股份均处 于冻结状态。 ●本次金星矿业拟被司法拍卖的股票数量为 26,662,041 股,占其持有公司股数 的 63.57%，占公司总股本的 9.25%。本次拟拍卖股票将拆分成两次进行，分别为 14,383,090 股，12,278,951 股。 关于持股5%以上股东股份将被第二次司法拍卖的提示性公告 公司通过淘宝网司法拍卖网络平台（网址：sf.taob ...