Group 1 - The steel raw materials sector increased by 0.65% on August 4, with Ordos leading the gains [1] - The Shanghai Composite Index closed at 3583.31, up 0.66%, while the Shenzhen Component Index closed at 11041.56, up 0.46% [1] - Key stocks in the steel raw materials sector showed varied performance, with Ordos rising by 2.30% to a closing price of 10.22 [1] Group 2 - The main capital flow in the steel raw materials sector showed a net inflow of 23.91 million yuan, while retail investors experienced a net outflow of 14.89 million yuan [2] - The overall capital flow indicates a mixed sentiment among different investor types, with institutional investors showing a positive trend [2]

Core Viewpoint - The company plans to acquire an 87% stake in Xinjiang Congling Energy Co., Ltd. through a combination of issuing shares and cash payments, while also raising supporting funds from specific investors, which will enhance its operational capacity and market presence in the iron ore sector [1][2][5]. Group 1: Transaction Overview - The transaction involves issuing shares and cash payments to acquire 82% of Congling Energy from Kizilsu Congling Industrial Co., Ltd. and 5% from JAAN Investments Co., Ltd. [1][4] - The total amount of funds to be raised through the issuance of shares is capped at 560 million yuan, which will be used for the transaction and other operational needs [5][6]. - The transaction is expected to increase the company's iron ore resources from 380 million tons to approximately 460 million tons, representing a 21.75% increase [5][6]. Group 2: Financial Impact - The total assets of the company are projected to increase from 658,262.10 million yuan to 779,440.88 million yuan, an 18.41% rise post-transaction [6]. - The company's total liabilities will rise from 266,624.28 million yuan to 323,309.00 million yuan, reflecting a 21.26% increase [6]. - The net profit attributable to the parent company is expected to decrease by 10.75%, from 2,004.20 million yuan to 1,788.67 million yuan, indicating potential short-term challenges [6]. Group 3: Strategic Benefits - The acquisition will allow the company to control the Ziluoyi North Iron Mine, enhancing its operational footprint in the Kizilsu region and surrounding areas [5][6]. - The transaction aligns with the company's core business of iron ore mining and processing, as Congling Energy possesses high-quality iron ore resources capable of producing iron concentrates with over 68% grade [5][6]. - The company aims to strengthen its competitive position in the iron ore market, increasing its production capacity to 3.2 million tons per year, thereby enhancing its market influence [5][6].

证券代码：601121 证券简称：宝地矿业 公告编号：2025-053 新疆宝地矿业股份有限公司 关于发行股份及支付现金购买资产并募集配套资金 董 事 会 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。 新疆宝地矿业股份有限公司（以下简称"公司"）拟通过发行股份及支付现金 的方式向克州葱岭实业有限公司购买新疆葱岭能源有限公司（以下简称"葱岭能源" ）82%股权、拟通过支付现金的方式向JAAN INVESTMENTS CO.LTD.购买葱岭能源5%股 权，并向包括新疆地矿投资（集团）有限责任公司（以下简称"新矿集团"）在内 的不超过35名符合中国证监会条件的特定投资者发行股份募集配套资金（以下简称 "本次交易"）。 有限公司发行股份购买资产并募集配套资金申请的通知》（上证上审（并购重组） 〔2025〕57号），上海证券交易所依据相关规定对公司报送的申请文件进行了核对， 认为该项申请文件齐备，符合法定形式，决定予以受理并依法进行审核。 截至本公告披露日，本次交易尚需上海证券交易所审核通过及中国证券监督管 理委员会同意注册后方可正式 ...

证券代码：601121 证券简称：宝地矿业 公告编号：2025-054 新疆宝地矿业股份有限公司 关于发行股份及支付现金购买资产并募集配套资金暨 关联交易报告书（草案）（申报稿）修订说明的公告 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。 交易相关方作出的重要承诺。 第十三节 其他重要事项说明 更新本次交易相关主体买卖上市公司股票的自查结果。 第十四节 对本次交易的结论性 更新法律顾问对本次交易的意见。 意见 新疆宝地矿业股份有限公司（以下简称"上市公司"或"公司"）拟通过发 行股份及支付现金的方式向克州葱岭实业有限公司购买新疆葱岭能源有限公司 （以下简称"葱岭能源"）82%股权、拟通过支付现金的方式向JAAN INVESTMENTS CO. LTD.购买葱岭能源5%股权，并向包括新疆地矿投资（集团）有限责任公司在 内的不超过35名符合中国证监会条件的特定投资者发行股份募集配套资金（以下 简称"本次交易"）。 并募集配套资金暨关联交易报告书（草案）（修订稿）〉及其摘要的议案》等与 本次交易相关的议案，具体内容详见公司于20 ...

Group 1 - The core transaction involves Xinjiang Baodi Mining Co., Ltd. issuing shares and paying cash to acquire assets and raise supporting funds, specifically targeting an 87% stake in Xinjiang Congling Energy Co., Ltd. [1][2][4] - The transaction will enhance the company's iron ore resource capacity from 38 million tons to approximately 46 million tons, representing a 21.75% increase in reserves [5][6]. - The acquisition aligns with the company's main business of iron ore mining and processing, which is expected to improve its competitive position in the market [5][6]. Group 2 - The total cash consideration for the transaction is set at 89.375 million yuan, with the remaining amount to be settled through share issuance [5][6]. - The company plans to raise up to 560 million yuan through the issuance of shares to specific investors, including Xinjiang Geological Investment Group [5][6]. - Following the transaction, the company's total share capital will increase from 800 million shares to approximately 916.53 million shares, maintaining a public shareholding ratio above 10% [6]. Group 3 - The financial impact of the transaction includes an expected increase in total assets from 658.26 million yuan to 779.44 million yuan, a rise of 18.41% [6]. - The company's total liabilities are projected to increase from 266.62 million yuan to 323.31 million yuan, reflecting a 21.26% rise [6]. - The net profit attributable to the parent company is anticipated to decrease by 10.75%, from 20.93 million yuan to 17.89 million yuan, due to market price fluctuations in iron concentrate [6].

Core Viewpoint - The legal opinion from Beijing Deheng Law Firm regarding Xinjiang Baodi Mining Co., Ltd.'s issuance of shares and cash payment for asset acquisition and related fundraising indicates that the transaction complies with relevant laws and regulations, and has received necessary approvals, while still requiring further shareholder and regulatory approvals [4][10]. Group 1: Transaction Overview - The transaction involves Xinjiang Baodi Mining acquiring 87% of Congling Energy's equity through share issuance and cash payment [6]. - The transaction plan has not changed during the supplementary verification period, and it constitutes a related party transaction but does not qualify as a major asset restructuring [5][6]. Group 2: Approvals and Authorizations - The transaction has received necessary approvals from the second extraordinary general meeting of shareholders held on July 18, 2025, including various related resolutions [5][9]. - As of the date of the legal opinion, the transaction still requires approval from the shareholders' meeting, Shanghai Stock Exchange review, and registration consent from the China Securities Regulatory Commission [6][10]. Group 3: Target Assets - The target assets for acquisition include significant contracts and financial obligations of Congling Energy, with no major changes reported in its bank loans or credit agreements during the verification period [6][8]. - Congling Energy has ongoing contracts exceeding 5 million yuan, with specific details on sales and procurement contracts provided [7][8]. Group 4: Information Disclosure - Xinjiang Baodi Mining has fulfilled its information disclosure obligations regarding the transaction's progress, including announcements and reports related to the extraordinary general meeting [9][10]. - The company is required to continue fulfilling information disclosure obligations as the transaction progresses [10]. Group 5: Conclusion - The legal opinion concludes that the transaction complies with relevant laws and regulations, and there are no substantial legal obstacles to its implementation, pending necessary approvals [10][11].

证券日报网讯 7月30日晚间，宝地矿业发布公告称，公司拟通过发行股份及支付现金的方式向克州葱岭 实业有限公司购买新疆葱岭能源有限公司（简称"葱岭能源"）82%股权、拟通过支付现金的方式向 JAANINVESTMENTSCO.LTD.购买葱岭能源5%股权，并向包括新疆地矿投资（集团）有限责任公司在 内的不超过35名符合中国证监会条件的特定投资者发行股份募集配套资金（简称"本次交易"）。2025年 7月29日，公司收到上海证券交易所出具的《关于受理新疆宝地矿业股份有限公司发行股份购买资产并 募集配套资金申请的通知》，上海证券交易所依据相关规定对公司报送的申请文件进行了核对，认为该 项申请文件齐备，符合法定形式，决定予以受理并依法进行审核。截至本公告披露日，本次交易尚需上 海证券交易所审核通过及中国证券监督管理委员会同意注册后方可正式实施，本次交易能否通过上述审 批及最终取得批准或同意注册的时间均存在不确定性。 （编辑 任世碧） ...

申万宏源证券承销保荐有限责任公司 关于 新疆宝地矿业股份有限公司 发行股份及支付现金购买资产并募集配套资金 暨关联交易 之 独立财务顾问报告 签署日期：2025 年 7 月 新疆宝地矿业股份有限公司发行股份及支付现金购买资产并募集配套资金暨关联交易 独立财务顾问报告 目 录 | 日 求… | | --- | | 独立财务顾问声明与承诺 . | | 一、独立财务顾问声明 | | 二、独立财务顾问承诺… | | 释义 | | 一、普通名词释义 | | 二、专业名词释义……………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………… 10 | | 重大事项提示 . | | 一、本次交易方案简要介绍 | | 二、募集配套资金情况简要介绍…………………………………………………………………………………………………………………… 13 | | 三、本次交易对上市公司的影响……………………………………………………………………………………………………………… 13 | | 四、本次交易已履行和尚未履行 ...

关于新疆宝地矿业股份有限公司 发行股份及支付现金购买资产并募集配套资金 暨关联交易的补充法律意见（二） 北京德恒律师事务所 北京市西城区金融街 19 号富凯大厦 B 座 12 层 电话:010-52682888 传真:010-52682999 邮编:100033 | 一、本次交易的方案 | | 3 | | --- | --- | --- | | 二、本次交易的批准与授权 | 3 | | | 三、 本次交易拟购买的标的资产 | 4 | | | 四、本次交易的信息披露和报告义务 | 5 | | | 五、结论性意见 | | 6 | 北京德恒律师事务所 关于新疆宝地矿业股份有限公司发行股份及支付现金 购买资产并募集配套资金暨关联交易的补充法律意见（二） 北京德恒律师事务所 关于新疆宝地矿业股份有限公司 发行股份及支付现金购买资产并募集配套资金 暨关联交易的补充法律意见（二） 德恒 01F20241436-04 号 致：新疆宝地矿业股份有限公司 根据上市公司与本所签订的《专项法律服务协议》，本所接受上市公司的委 托，担任上市公司本次交易的专项法律顾问。根据《公司法》《证券法》《重组管 理办法》《发行注册管理办法》《上市 ...

证券代码：601121 证券简称：宝地矿业 上市地点：上海证券交易所 新疆宝地矿业股份有限公司 发行股份及支付现金购买资产并 募集配套资金暨关联交易报告书 （草案）（申报稿） | 交易类型 | 交易对方名称 | | --- | --- | | 发行股份及支付现金购买资产 | 克州葱岭实业有限公司、JAAN INVESTMENTS CO.LTD. | | 募集配套资金 | 包括新矿集团在内的不超过 35 名符合中国证监会条件的 | | | 特定投资者 | 独立财务顾问： 签署日期：二〇二五年七月 新疆宝地矿业股份有限公司 发行股份及支付现金购买资产并募集配套资金暨关联交易报告书（草案） 上市公司声明 本公司及全体董事、高级管理人员保证本报告书及其摘要内容的真实、准确、 完整，不存在虚假记载、误导性陈述或重大遗漏，并对其真实性、准确性和完整 性承担相应的法律责任。 本公司董事、高级管理人员承诺：如本次交易所披露或提供的信息涉嫌虚假 记载、误导性陈述或者重大遗漏，被司法机关立案侦查或者被中国证监会立案调 查的，在形成调查结论以前，本人不转让在该上市公司拥有权益的股份（如有）， 并于收到立案稽查通知的两个交易日内将暂 ...