1月14日，西部矿业（601168）股份有限公司(以下简称"西部矿业")发布公告称，近日，公司控股子公 司西藏玉龙铜业股份有限公司(以下简称"玉龙铜业")取得西藏自治区自然资源厅出具的《关于 <西藏自 治区江达县玉龙矿区铜矿资源储量核实报告> 矿产资源储量评审备案的复函》，根据评审意见，其拥有 的玉龙铜矿累计查明资源量新增铜金属资源量131.42万吨，伴生钼金属资源量10.77万吨，本次勘查备案 后，玉龙铜矿累计查明铜金属资源量753.39万吨，伴生钼金属资源量45.90万吨。这标志着公司矿产资源 增储取得阶段性成果，地质找矿取得突破。 西部矿业方面表示，本次新增储量能够进一步延长矿山服务年限，促进战略性矿产资源增储上产，为公 司可持续发展打牢基础，持续提升公司盈利能力，巩固并增强公司在有色金属矿产领域的市场竞争力。 北方民族大学经济学院教授张晓凤在接受《证券日报》记者采访时表示，此次增储是西部矿业深入实 施"增储上产"战略的核心成果。"这直接强化了公司对上游核心资源的掌控力，为其中长期盈利注入了 极强的确定性和增长弹性，在资源为王的行业竞争格局下，这是一项关键战略资产。" 玉龙铜业作为西部矿业的主力铜矿山， ...

格隆汇1月14日丨西部矿业(601168.SH)在投资者互动平台表示，东台锂资源公司暂无上市计划。 ...

格隆汇1月14日丨西部矿业(601168.SH)在投资者互动平台表示，东台锂资源公司暂无上市计划。 ...

Core Insights - The industrial metal sector experienced a rise of 1.18% on January 14, with Xingye Silver Tin leading the gains [1] - The Shanghai Composite Index closed at 4126.09, down 0.31%, while the Shenzhen Component Index closed at 14248.6, up 0.56% [1] Industrial Metal Sector Performance - Xingye Silver Tin (000426) closed at 50.38, up 7.74% with a trading volume of 1.01 million shares and a transaction value of 50.13 billion [1] - Baiyin Nonferrous (601212) closed at 7.05, up 7.63% with a trading volume of 4.97 million shares and a transaction value of 34.46 billion [1] - Shengda Resources (000603) closed at 40.92, up 6.23% with a trading volume of 482,300 shares and a transaction value of 19.37 billion [1] - Xibu Mining (601168) closed at 30.06, up 5.77% with a trading volume of 1.09 million shares and a transaction value of 32.84 billion [1] - Jiangxi Copper (600362) closed at 59.80, up 4.53% with a trading volume of 971,200 shares and a transaction value of 57.89 billion [1] Fund Flow Analysis - The industrial metal sector saw a net outflow of 2.12 billion from main funds, while retail funds had a net inflow of 1.56 billion [2] - The main funds' net inflow for Yuguang Jin Lead (600531) was 297 million, accounting for 14.47% of its total [3] - Yunnan Copper (000878) had a net inflow of 187 million from main funds, representing 5.26% [3] - The net inflow for North Copper (000737) was 145 million, accounting for 5.89% [3]

Core Viewpoint - The announcement of resource increase at Yulong Copper Mine marks a significant milestone for Western Mining, enhancing its market competitiveness and sustainability in the copper industry [1][2]. Group 1: Resource Increase - Yulong Copper Mine has confirmed an additional copper metal resource of 131.42 thousand tons and molybdenum metal resource of 10.77 thousand tons, bringing the total confirmed copper resources to 753.39 thousand tons and molybdenum to 45.90 thousand tons [2]. - The resource increase is expected to extend the mine's operational lifespan and support the company's sustainable development and profitability [2]. Group 2: Production Capacity and Projects - Following the completion of the expansion project in November 2023, Yulong Copper Mine's production capacity is set to increase to 30 million tons per year [2]. - The company has actively pursued exploration and mining rights in various regions, including acquiring exploration rights for the Chating copper polymetallic mine in Anhui and mining licenses for lead-zinc and iron polymetallic mines in Sichuan [3]. Group 3: Dividend Distribution - The company plans to distribute a cash dividend of 0.4 yuan per 10 shares, totaling 95.32 million yuan, which represents 3% of the net profit attributable to shareholders for the first three quarters of 2025 [4]. - This dividend proposal is aligned with regulatory expectations for increased shareholder returns and aims to enhance investor confidence [4][5]. Group 4: Financial Performance - For the first three quarters of 2025, the company reported a net profit of 2.945 billion yuan and a net cash flow from operating activities of 8.810 billion yuan [6].

新京报贝壳财经讯 1月13日，西部矿业发布公告称，公司控股子公司西藏玉龙铜业股份有限公司近日取 得西藏自治区自然资源厅出具的矿产资源储量评审备案复函，玉龙铜矿累计查明资源量新增铜金属资源 量131.42万吨，伴生钼金属资源量10.77万吨。此次增储将进一步延长矿山服务年限，促进战略性矿产资 源增储上产，为公司可持续发展打牢基础，持续提升公司盈利能力。 ...

Core Viewpoint - The report highlights the growth in China's non-ferrous metal production, indicating a positive trend in the industry with a year-on-year increase in output and a favorable investment outlook for the sector [1]. Group 1: Industry Overview - In November 2025, China's production of ten non-ferrous metals reached 6.99 million tons, reflecting a year-on-year growth of 4.7% [1]. - From January to November 2025, the cumulative production of these metals totaled 74.474 million tons, showing an overall increase of 3.8% compared to the previous year [1]. Group 2: Companies Involved - The report mentions several key companies in the non-ferrous metal sector, including Zijin Mining (601899), Luoyang Molybdenum (603993), China Aluminum (601600), Northern Rare Earth (600111), Jiangxi Copper (600362), Yunnan Copper (000878), Chihong Zn & Ge (600497), Zhongjin Gold (600489), Western Mining (601168), and Shenghe Resources (600392) [1]. Group 3: Research and Consulting - The report is published by Zhiyan Consulting, a leading industry consulting firm in China, which specializes in providing in-depth industry research reports, business plans, feasibility studies, and customized services [1].

Group 1 - Domestic copper and aluminum futures prices have risen significantly as of January 14, 2026, indicating a positive trend in the industrial metals market [1] - The Industrial Nonferrous ETF (560860) closely tracks the CSI Industrial Nonferrous Metals Theme Index, which includes leading companies in copper, aluminum, and rare earths, attracting substantial capital inflows [1][3] - The fund experienced a net inflow of 250 million on January 13, with a total of 1.825 billion in net inflows over the past five trading days, and nearly 2.7 billion in the last ten days [1] Group 2 - The CSI Industrial Nonferrous Metals Theme Index comprises 30 leading companies in the industrial nonferrous metals sector, with copper (34.4%), aluminum (21.8%), and rare earths (13.6%) making up nearly 70% of the index as of January 9 [5] - The top ten constituent stocks of the index include major players such as Luoyang Molybdenum, Northern Rare Earth, and China Aluminum, collectively accounting for 56.18% of the index [7] - The Industrial Nonferrous ETF (560860) is the only ETF product tracking the CSI Industrial Nonferrous Metals Theme Index, providing investors with an efficient solution to invest in this sector [7]

Group 1 - A-shares experienced a decline on January 13, with the Shanghai Composite Index down 0.64% to 4138.76 points, ending a 17-day winning streak. The total trading volume reached a record high of 3.7 trillion yuan [1] - The U.S. President Trump announced the cancellation of all talks with Iranian officials, and the U.S. State Department urged citizens to leave Iran immediately. Iran's military claimed to have enhanced its capabilities in response to security threats [1] - The Federal Reserve Chairman Powell is under criminal investigation, with former financial officials criticizing the Trump administration's actions. Global central bank leaders are drafting a statement in support of Powell [1] Group 2 - Trump threatened to impose a 25% tariff on countries doing business with Iran, prompting a response from China's Foreign Ministry, which emphasized the need to maintain the stability of global supply chains for critical minerals [4] - The Ministry of Industry and Information Technology held a meeting with representatives from key industries, emphasizing participation in industry rule-making and self-regulation to resist "involution" [4] - The Ministry of Civil Affairs and other departments introduced 14 measures to promote high-quality development in elderly care services, with the elderly population expected to reach 310 million by 2024 and over 400 million by 2035 [4] Group 3 - The Hong Kong Hang Seng Index rose 0.9% to 26848.47 points, with medical stocks performing well. Southbound funds recorded a net purchase of 1.296 billion Hong Kong dollars [6] - The ETF management scale of Huaxia Fund surpassed 1 trillion yuan, marking a milestone in the domestic ETF market [6] - Two "commercial aerospace" concept stocks received regulatory warnings for inaccurate and incomplete information disclosures [6] Group 4 - A survey indicated that over 70% of insurance investment officers are optimistic about the investment outlook for 2026, with a preference for increasing equity asset allocations [7] - As of January 13, 186 listed companies had been investigated by institutions, with a focus on sectors like brain-computer interfaces and commercial aerospace [7] - More than 140 companies in the A-share market released performance forecasts for 2025, with 63 companies expecting profit increases [7] Group 5 - Companies in the mining sector are expected to see significant profit growth in 2025 due to rising gold prices, with companies like Chifeng Jilong Gold and Zijin Mining forecasting substantial profit increases [8] - The passing of David Webb, a prominent activist investor in Hong Kong, has raised concerns about the impact on the market [8] - China Europe Fund announced the suspension of certain fund activities, indicating a tightening of investment conditions [8] Group 6 - The Ministry of Industry and Information Technology outlined a plan for the development of industrial internet platforms, aiming for over 450 influential platforms by 2028 [11] - The Ministry of Commerce announced the continuation of anti-dumping duties on imported solar-grade polysilicon from the U.S. and South Korea [11] - A new round of high-value medical consumables procurement is set to open bidding, involving 12 types of medical consumables [11] Group 7 - Jiangsu Province released an "Artificial Intelligence+" action plan, targeting a trillion-yuan industry scale by 2027 [12] - The used car market in China is projected to exceed 20 million transactions in 2025, with a notable increase in the share of electric vehicles [12] - Significant advancements have been made in the development of high-performance sodium-ion battery materials [12] Group 8 - The global hedge fund industry achieved a 12.6% return in 2025, marking the strongest annual performance since the 2009 financial crisis [20] - JPMorgan reported a fourth-quarter revenue of $45.798 billion, exceeding market expectations, despite a decline in investment banking performance [20]

证券代码：601168证券简称：西部矿业公告编号：临2026-004 西部矿业股份有限公司 关于西藏玉龙铜业股份有限公司玉龙铜矿增储取得进展的公告 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个别及连带责任。 三、风险提示 1. 矿山实际生产开展生产探矿工作后，资源量有可能发生变化。 2. 平均品位不代表实际开采品位，矿山品位可能随着开采进度发生波动。 3. 矿产资源开发具有较高的投资风险，存在其他不可预见的自然因素、社会因素以及与采矿相关的国家 与地方政府的法规政策调整。玉龙铜矿处于高寒缺氧地区，自然地理环境恶劣，可能存在最终项目建设 不及预期的风险，敬请投资者注意投资风险。 近日，公司控股子公司西藏玉龙铜业股份有限公司（以下简称"玉龙铜业"）取得西藏自治区自然资源厅 出具的《关于〈西藏自治区江达县玉龙矿区铜矿资源储量核实报告〉矿产资源储量评审备案的复函》， 根据评审意见，其拥有的玉龙铜矿累计查明资源量新增铜金属资源量131.42万吨，伴生钼金属资源量 10.77万吨，标志着公司矿产资源增储取得阶段性成果，地质找矿取得突破。 一、增 ...