Core Insights - The steel raw materials sector experienced a significant increase of 4.38% on January 21, with Dazhong Mining leading the gains [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] Sector Performance - Dazhong Mining (001203) saw a closing price of 30.66, with a rise of 10.01% and a trading volume of 329,400 shares, amounting to a transaction value of 983 million yuan [1] - Erdos (600295) closed at 15.67, up 4.82%, with a trading volume of 239,400 shares and a transaction value of 371 million yuan [1] - Jinding Mining (000655) increased by 2.79% to close at 10.30, with a trading volume of 162,100 shares and a transaction value of 165 million yuan [1] - Other notable performers include Baodi Mining (601121) and Guangdong Mingzhu (600382), both rising by 2.79% and 2.76% respectively [1] Capital Flow - The steel raw materials sector saw a net inflow of 421 million yuan from institutional investors, while retail investors experienced a net outflow of 368 million yuan [1] - Dazhong Mining had a net inflow of 2.38 billion yuan from institutional investors, but a net outflow of 1.90 billion yuan from retail investors [2] - Steel Titanium Co. (000629) recorded a net inflow of 80 million yuan from institutional investors, while retail investors had a net outflow of 1.07 billion yuan [2]

Market Overview - The steel raw materials sector experienced a decline of 1.85% on January 20, with Fangda Carbon leading the drop [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] Individual Stock Performance - Guangdong Mingzhu saw an increase of 2.36%, closing at 8.68, with a trading volume of 567,700 shares and a transaction value of 486 million yuan [1] - Baodi Mining increased by 1.54%, closing at 7.89, with a trading volume of 203,100 shares and a transaction value of 158 million yuan [1] - Steel Titanium Co. rose by 0.85%, closing at 3.56, with a trading volume of 2,017,800 shares and a transaction value of 709 million yuan [1] - Other stocks like Erdos, Jinling Mining, and Dazhong Mining experienced declines of 1.19%, 1.57%, and 1.94% respectively [1] Capital Flow Analysis - The steel raw materials sector saw a net outflow of 149 million yuan from main funds, while retail investors contributed a net inflow of 127 million yuan [1] - Dazhong Mining had a main fund net inflow of 16.29 million yuan, but a retail net outflow of 26.49 million yuan [2] - Fangda Carbon experienced a significant main fund net outflow of 1.19 billion yuan, with retail investors contributing a net inflow of 72.09 million yuan [2]

Group 1 - The steel raw materials sector increased by 2.99% compared to the previous trading day, with Guangdong Mingzhu leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] - Key stocks in the steel raw materials sector showed varied performance, with Guangdong Mingzhu rising by 9.99% to a closing price of 8.48, and Hebei Steel Resources declining by 1.62% to a closing price of 24.23 [1] Group 2 - The net inflow of main funds in the steel raw materials sector was 15.71 million yuan, while retail funds saw a net inflow of 21.07 million yuan [1] - Major stocks like Dazhong Mining and Guangdong Mingzhu experienced significant net inflows from main funds, with Dazhong Mining receiving 56.14 million yuan [2] - Retail investors showed a mixed response, with some stocks like Dazhong Mining and Guangdong Mingzhu facing net outflows from retail funds [2]

投资种类：结构性存款 投资金额：募集资金 19,000 万元人民币 一、公司前次使用闲置募集资金进行现金管理到期赎回的情况 2025 年 8 月 13 日，公司召开第四届董事会第十五次会议，审议通过《关于 使用部分暂时闲置募集资金进行现金管理的议案》。在保证募集资金投资项目正 常进行的前提下，为充分提升募集资金的使用效率，同意公司使用不超过人民币 22,500.00 万元（含本数）的暂时闲置募集资金进行现金管理，投资安全性高、 流动性好、低风险、有保本约定的理财产品，在上述额度范围内，资金可以滚动 使用，使用期限自董事会审议通过之日起 12 个月内有效，具体内容详见公司于 2025 年 8 月 15 日在上海证券交易所网站（www.sse.com.cn）披露的《关于使用 部分暂时闲置募集资金进行现金管理的公告》（公告编号：2025-056）。 公司于 2025 年 10 月 24 日购买了"交通银行蕴通财富定期型结构性存款 80 天（挂钩汇率看涨）"产品，截至本公告披露日，公司已赎回前述产品，本金和 收益已及时归还至公司募集资金专户。具体情况如下： 证券代码：601121 证券简称：宝地矿业 公告编号：202 ...

Market Overview - The steel raw materials sector experienced a decline of 0.29% on January 15, with major declines led by Dazhong Mining [1] - The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index closed at 14306.73, up 0.41% [1] Individual Stock Performance - Baodi Mining (601121) closed at 7.72, up 1.71% with a trading volume of 224,900 shares and a turnover of 174 million yuan [1] - Jinling Mining (000655) closed at 9.88, up 1.65% with a trading volume of 164,400 shares and a turnover of 163 million yuan [1] - Steel Titanium Co. (000629) closed at 3.52, up 1.44% with a trading volume of 2.6767 million shares and a turnover of 948 million yuan [1] - Erdos (600295) remained unchanged at 14.23 with a trading volume of 157,200 shares and a turnover of 223 million yuan [1] - Hebei Steel Resources (000923) closed at 23.91, down 0.25% with a trading volume of 247,000 shares and a turnover of 596 million yuan [1] - Dazhong Mining (001203) closed at 28.68, down 1.34% with a trading volume of 315,500 shares and a turnover of 922 million yuan [1] Capital Flow Analysis - The steel raw materials sector saw a net inflow of 24.95 million yuan from institutional investors, while retail investors contributed a net inflow of 33.14 million yuan [1] - The sector experienced a net outflow of 58.09 million yuan from speculative funds [1] Detailed Capital Flow by Stock - Steel Titanium Co. (000629) had a net inflow of 87.82 million yuan from institutional investors, but a net outflow of 90.34 million yuan from retail investors [2] - Baodi Mining (601121) saw a net inflow of 16.26 million yuan from institutional investors, with retail investors showing a net outflow of 3.06 million yuan [2] - XD Guangdong Ming (600382) had a net inflow of 7.22 million yuan from institutional investors, while retail investors experienced a net outflow of 9.81 million yuan [2] - Dazhong Mining (001203) faced a net outflow of 19.36 million yuan from institutional investors, but a net inflow of 11.05 million yuan from retail investors [2] - Fangda Carbon (600516) had a significant net outflow of 48.45 million yuan from institutional investors, while retail investors had a net inflow of 30.87 million yuan [2]

Group 1 - The company announced the redemption of a structured deposit product from Bank of Communications, with a redemption amount of 180 million yuan and a gain of 591,800 yuan [1] - The principal and earnings from the redemption have been returned to the company's fundraising account in a timely manner [1] - The company will utilize 190 million yuan of idle fundraising for cash management, including 160 million yuan for a 92-day structured deposit and 30 million yuan for a 25-day structured deposit with Bank of Communications [1] Group 2 - The actions taken by the company will not affect the progress of fundraising investment projects or the normal production and operation of the company [1]

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 标的资产过户情况 之 独立财务顾问核查意见 本核查意见中可能存在个别数据加总后与相关汇总数据存在尾差，系数据计 算时四舍五入造成。 3 独立财务顾问 二〇二六年一月 1 释义 在本核查意见中，除非另有说明，以下名称、简称或术语具有如下含义： | 本核查意见 | 指 | 《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标的资产过户 | | --- | --- | --- | | | | 情况之独立财务顾问核查意见》 | | 公司、上市公司、宝地矿业 | 指 | 新疆宝地矿业股份有限公司 | | 新矿投资集团、新矿集团 | 指 | 新疆地矿投资（集团）有限责任公司 | | 金源矿冶 | 指 | 吐鲁番金源矿冶有限责任公司 | | 实际控制人 | 指 | 新疆维吾尔自治区人民政府国有资产监督管理委员会 | | 葱岭实业 | 指 | 克州葱岭实业有限公司 | | JAAN | 指 | 注册地为加拿大不列颠哥伦比亚省的 JAAN INV ...

北京德恒律师事务所 | 一、本次交易方案 | 4 | | --- | --- | | 二、本次交易的批准与授权 | 12 | | 三、本次交易标的资产过户的实施情况 | 16 | | 四、本次交易的后续事项 | 16 | | 五、结论意见 | 17 | 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 暨关联交易之标的资产过户情况的法律意见 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 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之标的资产过户情况的法律意见 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 暨关联交易之标的资产过户情况的法律意见 德恒 01F20241436-17 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》《上市公司监管指 ...

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 暨关联交易之标的资产过户完成的公告 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。 证券代码：601121 证券简称：宝地矿业 公告编号：2026-001 截至本公告日，葱岭实业持有的葱岭能源 82%股权、JAAN INVESTMENTS CO. LTD. 持有的葱岭能源 5%股权已全部过户登记至公司名下，葱岭能源股权交割过户手续已 办理完毕，公司已取得葱岭能源 100%股权，葱岭能源成为公司全资子公司。 （二）本次交易实施后续事项 1、公司尚需向交易对方发行股份及支付现金以支付交易对价，并就新增股份向 中国证券登记结算有限责任公司上海分公司和上交所申请办理股份登记和上市手续。 2、公司尚需在中国证监会批复的有效期内办理募集配套资金涉及的股份发行事 宜，并就新增股份向中国证券登记结算有限责任公司上海分公司和上交所申请办理 股份登记和上市手续，但募集配套资金成功与否或是否足额募集不影响发行股份及 支付现金购买资产行为的实施。 3、公司尚需聘请会计师事务所进行 ...

Group 1 - The company Baodi Mining stated that it strictly adheres to legal regulations regarding the issuance of shares and cash payments for asset acquisitions, ensuring compliance with information disclosure obligations [1] - The company will provide timely announcements based on the progress of related matters [1]