全球股市巨震。 6月13日，亚太主要股指集体走低，日经225指数收盘跌0.89%报37834.25点，韩国综合指数跌0.87%报2894.62点，新西兰标普50指数跌0.76%报12552.87点。 受中东地缘局势急剧升温影响，国际油价大幅拉升，WTI原油主力合约盘中一度涨超14%，最高升至77.62美元/桶；布伦特原油主力合约一度涨超13%，最高升至 78.5美元/桶。国内方面，上海原油主力合约一度涨停。 消息面上，据央视新闻报道，当地时间12日凌晨，以色列对伊朗发动袭击。13日早间，以色列国防军发言人埃菲·戴弗林发布视频声明称，当天凌晨以军共出动超过 200架战机参与对伊朗的首轮空袭，其间共投下330多枚弹药，打死了伊朗高级军事领导人以及其他指挥官。他同时称，过去几小时内，伊朗方面向以色列发射了 100多架无人机，目前以军正在努力拦截这些无人机。 A股市场全线回调，深证成指、创业板指跌逾1%；港股亦走弱，恒生科技指数跌近2%。截至收盘，沪指放量跌0.75%报3377点，深证成指跌1.1%报10122.11点，创 业板指跌1.13%报2043.82点，北证50指数跌2.92%，沪深北三市合计成交15041亿 ...

新疆有色持有公司505,292,451股，持股比例为55.06%，系公司的控股股东，根据《股票上市规则》6.3.3条的规定，控股股东为公司关 联法人，本次交易构成关联交易。 新疆美盛2024年与2025年1-3月净利润分别为-3594.30万元、-1416.21万元；扣除非经常性损益后的净利润分别为-3628.34万 元、-1418.71万元。 | | | 金额早位:人民巾力兀 | | --- | --- | --- | | 项目 | 2024年12月31日 | 2025年3月31日 | | | (经审计) | (未经审计) | | 资产总额 | 220.398.27 | 237,352.53 | | 负债总额 | 209.521.17 | 227,891.64 | | 净资产 | 10.877.10 | 9.460.89 | | 项目 | 2024 年 1-12 月 | 2025年1-3月 | | | (经审计) | (未经审计) | | 营业收入 | 27.67 | | | 营业成本 | 17.53 | | | 利润总额 | -3 590 55 | -1.416.21 | | 净利润 | -3.594.3 ...

A股午评：沪指跌0.72% 油气板块飙升 金十数据6月13日讯，A股三大股指早盘低开低走，震荡走软。截至中午收盘，沪指跌0.72%，深成指跌 1.15%，创业板指跌1.14%；沪深两市半日成交额9122亿，较上个交易日放量1370亿。盘面上热点高度 聚集，个股跌多涨少，油气、贵金属、港口航运板块领涨，IP经济、美容护理、白酒等板块大跌。油气 把板块飙升，科力股份30CM涨停，山东墨龙、新锦动力、东方环宇、洲际油气等十余股涨停。贵金属 板块走强，西部黄金涨停。美容护理板块大跌，华业香料、水羊股份跌超10%。此外白酒板块大跌， *ST岩石跌停，金徽酒、皇台酒业跌超5%，白酒指数续创4个月新低，25年飞天茅台散瓶续跌报1960元/ 瓶。 ...

Group 1 - Gold prices have been rising significantly due to increased risk aversion, with COMEX gold reaching $3450.5 per ounce [1] - The China Securities Index for gold-related stocks rose over 2.4%, with notable gains from companies like Cuihua Jewelry and Western Gold [1] - Gold ETFs also saw substantial increases, with the gold stock ETF (159321) rising by over 3.6% and the gold ETF (518880) achieving a 1.60% increase, with trading volume surpassing 1.5 billion [1] Group 2 - Various small metal prices have been increasing, with molybdenum concentrate prices rising over 18% from a low of 3235 yuan/ton to 3865 yuan/ton [2] - Black tungsten concentrate prices reached a historical high of 171,000 yuan/ton, up 20% from the end of last year [2] - Analysts suggest that the current macroeconomic environment, including global monetary expansion and geopolitical tensions, is enhancing gold's appeal as a safe-haven asset, indicating a potential long-term bullish trend for gold prices [2]

Group 1 - The People's Bank of China and the European Central Bank held their first annual meeting, establishing a mechanism for future meetings and enhancing cooperation in information sharing and policy communication [2][2][2] - The Chinese government is promoting the integration of financial sectors across the Taiwan Strait, supporting the innovation and upgrade of the "Taiwan-funded board" to facilitate more quality Taiwanese enterprises to list in mainland China [2][2] - The Chinese government has approved a certain number of compliant applications for rare earth export licenses, emphasizing its commitment to responsible management of exports [2][2] Group 2 - The U.S. Department of Commerce announced a 50% tariff on various steel household appliances starting June 23, which may lead to increased consumer prices [3][3] - Xinhua Insurance plans to invest up to 15 billion yuan in a private equity fund, which has been approved by the company's board [7][7] - China Power Construction Company has won a 10.77 billion yuan EPC contract for offshore wind power projects [7][7]

Mergers and Acquisitions - Borui Pharmaceutical plans to invest 20 million yuan in Suzhou Geek Gene Technology Co., acquiring a 4.1667% stake after the capital increase. This transaction is classified as a related party transaction and does not constitute a major asset reorganization [1] - Western Gold intends to acquire 100% equity of Xinjiang Meisheng Mining Co., for 1.655 billion yuan, with a premium of 1421.66% compared to the book value [2] - Jintou Chengkai plans to purchase 100% equity of Tianjin Jinneng Co., Tianjin Heat Co., and Tianjin Port Yigong Heat Co. through asset swaps, share issuance, and cash payments, while raising matching funds from no more than 35 specific investors [3] Shareholding Changes - Baicheng Pharmaceutical's controlling shareholder plans to increase its stake in the company by investing between 50 million and 100 million yuan within six months, with a maximum increase of 2.00% of the total share capital [4] - Waneng Power's wholly-owned subsidiary, Waneng Capital, plans to increase its stake in the company by investing no less than 75 million yuan and no more than 150 million yuan within three months [5] - Yifeng Pharmacy's controlling shareholder and its concerted parties plan to reduce their holdings by up to 2% of the company's shares, approximately 24.2483 million shares, due to employee funding needs [6] Risk Matters - Hengbang Co. received an administrative regulatory decision from the Shandong Securities Regulatory Bureau due to the failure to disclose information related to the criminal detention of its deputy general manager, which violates relevant disclosure regulations [7] - Jingjin Equipment announced that its actual controller, chairman, and general manager has been detained and is under investigation, but other board members and management are functioning normally, and operations are not significantly impacted [8] - Beikong Technology reported a risk of a small external circulation due to a cumulative abnormal stock price fluctuation exceeding 20% over two days, confirming no undisclosed significant matters [9]

Core Viewpoint - The announcement details the equity change of the controlling shareholder of Western Gold Co., Ltd., indicating a decrease in shareholding from 55.06% to 54.99% due to the repurchase and cancellation of performance compensation shares [1][2][3] Group 1: Equity Change Details - The controlling shareholder, Xinjiang Nonferrous Metals Industry (Group) Co., Ltd., and Yang Shengrong signed a performance compensation agreement for the subsidiaries, committing to compensate for any shortfall in net profit for the years 2022, 2023, and 2024 [1][2] - A total of 6,682,313 shares will be repurchased and canceled, with Xinjiang Nonferrous responsible for 4,343,503 shares and Yang Shengrong for 2,338,810 shares [2][3] - The repurchase will occur at a total price of 1 yuan, and the company has not received any requests from creditors for debt repayment or guarantees as of the announcement date [2][4] Group 2: Impact on Company Structure - The equity change does not trigger a mandatory tender offer and will not alter the controlling shareholder or actual controller, nor will it significantly impact the company's governance structure or ongoing operations [3][4] - After the completion of the share repurchase and cancellation, the company's registered capital will change to 910,999,123 yuan, with a total share capital of 910,999,123 shares [4]

Core Viewpoint - The report outlines a reduction in the shareholding percentage of Xinjiang Nonferrous Metal Industry (Group) Co., Ltd. in Western Gold Co., Ltd. due to a share buyback and cancellation related to performance compensation agreements [1][4][8]. Group 1: Shareholding Changes - Xinjiang Nonferrous held 505,292,451 shares (55.06%) before the change and now holds 500,948,948 shares (54.99%), reflecting a decrease of 4,343,503 shares, which is a 0.07% change in ownership [7][12]. - The share buyback was executed at a total price of 1 yuan for the compensation shares [7]. Group 2: Purpose of the Shareholding Change - The purpose of the shareholding change is linked to the performance compensation obligations arising from asset purchase agreements and related transactions [6][8]. - The agreements include commitments from Xinjiang Nonferrous and Yang Shengrong regarding the net profits of Aktao Kobang Manganese Manufacturing Co., Ltd. and Aktao Baiyuanfeng Mining Co., Ltd. for the years 2022, 2023, and 2024 [7]. Group 3: Future Plans - As of the report date, Xinjiang Nonferrous has no specific plans to increase or decrease its shareholding in Western Gold over the next 12 months [6][9]. Group 4: Impact on the Company - The shareholding change will not alter the control structure of Western Gold, nor will it trigger a mandatory bid or significantly impact the company's governance or ongoing operations [8]. Group 5: Legal Compliance - The report confirms that all necessary authorizations and approvals for the shareholding change have been obtained, and the information disclosed is accurate and complete [2][10].

本报告依据中国资产评估准则编制 西部黄金股份有限公司拟收购股 权涉及的新疆美盛矿业有限公司 股东全部权益价值项目 资产评估报告 晟明评报字〔2025〕217 号 （共一册，第一册) 北京晟明资产评估有限公司 Beijing Shengming Assets Appraisal Co., Ltd. 二〇二五年五月三十一日 目 录 一、委托人、被评估单位和资产评估委托合同约定的其他评估报告使用者概况 ........ 4 北京晟明资产评估有限公司 西部黄金股份有限公司拟收购股权涉及的新疆美盛矿业有限公司股东全部权益价值项目 资产评估报 告 声明 一、本资产评估报告依据财政部发布的资产评估基本准则和中国资产评估协 会发布的资产评估执业准则和职业道德准则编制。 二、委托人或者其他资产评估报告使用人应当按照法律、行政法规规定和资 产评估报告载明的使用范围使用资产评估报告；委托人或者其他资产评估报告使 用人违反前述规定使用资产评估报告的，资产评估机构及其资产评估专业人员不 承担责任。 六、资产评估机构及其资产评估专业人员遵守法律、行政法规和资产评估准 则，坚持独立、客观、公正的原则，并对所出具的资产评估报告依法承担责任。 ...

证券代码：601069 证券简称：西部黄金 编号：2025-035 西部黄金股份有限公司 第五届监事会第十三次会议决议公告 本公司监事会及全体监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。 一、监事会会议召开情况 西部黄金股份有限公司（以下简称"公司"）于 2025 年 5 月 30 日以现场送 达和电子邮件方式向全体监事发出第五届监事会第十三次会议的通知，并于 议由监事会主席蔡莉女士主持，应参会监事 5 名，实际参会监事 5 名（其中：以 通讯表决方式出席会议 2 人），公司全体监事在充分了解会议内容的基础上参加 了表决，公司非董事高级管理人员列席了会议，会议的召集与召开符合《公司法》 和《公司章程》的有关规定，会议所作决议合法有效。 具体内容详见上海证券交易所网站（http://www.sse.com.cn） 《西部黄金股 份有限公司关于现金收购新疆美盛 100%股权暨关联交易的公告》（公告编号： 本次交易事项尚需提交股东大会审议通过。 表决结果：同意 5 票，反对 0 票，弃权 0 票。 具体内容详见上海证券交易所网站（http://ww ...