人民财讯1月16日电，据金钼股份（601958）消息，近日，金钼股份技术中心在高端钼合金材料加工领 域取得重要技术突破，其采用压力加工工艺成功开发出3mm无缝细径钼合金薄壁管，填补了国内此类 产品的空白。金钼股份表示，这一突破不仅为公司抢占高端钼合金材料市场奠定坚实基础，也为我国航 空航天、高端制造等战略性产业提供关键材料支撑。 ...

1月15日，紫金矿业发布公告称，将与金钼股份正式签署《项目合作及股权转让协议》，就安徽省金寨 县沙坪沟钼矿的一体化开发和深加工业务达成全面合作。 2022年10月，紫金矿业通过公开摘牌方式以59.1亿元收购了持有沙坪沟钼矿100%权益的金沙钼业84% 股权，成功将这一世界级矿产资源纳入麾下。 为保障冶炼合作落地，金钼股份还立下了"保证书"。协议规定金钼股份需尽快启动冶炼公司的设立及筹 建工作，并于2026年12月前完成设立及首期出资。若未能按约定履行冶炼项目的投资、建设及运营义 务，紫金矿业有权单方收回此次转让的24%股权，收回价格按双方共同委托第三方评估的结果与17.31 亿元两者孰低原则确定。 公开信息显示，金钼股份拥有世界六大原生钼矿床之一的金堆城钼矿，钼产品销量占全球市场份额的 10%以上，在钼冶炼及深加工领域具备成熟技术与产业优势。 紫金矿业则是全球领先的矿产资源企业，业务覆盖金、铜、锌、钼等多种金属矿产的勘探、开采与加 工。近年来，公司经营业绩稳步攀升，财务实力雄厚。财报数据显示，2022年-2024年公司实现营业收 入2703.29亿元、2934.03亿元、3036.40亿元，同比分别增长20. ...

新京报贝壳财经讯 1月15日，金钼股份发布公告称，将以17.31亿元对价收购紫金矿业转让的安徽金沙钼 业有限公司24%股权。交易完成后，公司将持有金沙钼业34%的股权，紫金矿业（或其全资子公司）持 有60%。此次收购旨在强化资源保障，巩固行业影响力，并加快实现沙坪沟钼矿开发建设。交易不构成 关联交易，无需提交股东会审议。 ...

冲击6连涨！今日（1月16日）有色金属板块继续保持强势上攻的势头！板块热门ETF——有色ETF华宝 （159876）场内涨幅盘中上探2.2%，现涨1.41%，继续刷新上市以来的高点！ 伴随火热的行情，资金积极抢筹！截至发稿，有色ETF华宝（159876）获资金实时净申购5040万份，此 前10日连续获资金净流入，合计狂揽4.73亿元！ 消息面上，铜资源争夺加剧！矿业巨头力拓将向亚马逊AI数据中心供应铜。国信证券指出，在AI、电 力、新能源等新兴需求崛起之下，有色金属有望在2026年延续亮眼表现。同时国内启动"反内卷"规范行 业竞争，战略资源品出口管制强化资源价值。 中国银河证券认为，铜价依然有较大上行空间。其一，虽铜价已屡创新高，但根据历史复盘结果，剔除 通胀因素之后的铜价尚未达到前几轮超级周期的高度。其二，国际货币秩序正在重塑，美元作为大类资 产价格锚的基础正在弱化，如果以黄金作为标尺，当前铜金比价仍然处在历史低位。 中国银河证券建议把握"AI飞跃+百年变局"共振下的铜超级周期。回顾历史，每一轮超级铜周期都对应 一段清晰而强大的宏观叙事，而本轮周期同时叠加了"AI科技革命"与"全球秩序重塑"两大长期逻辑， ...

Core Viewpoint - Zijin Mining Group Co., Ltd. has signed a cooperation and equity transfer agreement with Jinduicheng Molybdenum Co., Ltd. for the integrated development and deep processing of the Shapinggou Molybdenum Mine in Anhui Province, marking a significant step in enhancing resource utilization and economic benefits [1][9]. Group 1: Cooperation Plan - The cooperation includes two main components: smelting cooperation and equity transaction [2]. - A smelting company will be established in the county where Jinsan Molybdenum Co., Ltd. operates, with a capital structure aligned with the development scale of the Shapinggou Molybdenum Mine [2]. - Jinduicheng Molybdenum Co., Ltd. will hold 51% and Jinsan Molybdenum Co., Ltd. will hold 49% of the smelting company's shares, with Jinduicheng Molybdenum leading the construction and operation [2]. Group 2: Equity Transaction - Zijin Mining will transfer 24% of Jinsan Molybdenum Co., Ltd. to Jinduicheng Molybdenum for a consideration of RMB 173.087 million [3]. - Post-transfer, Zijin Mining will hold 60%, Jinduicheng Molybdenum will hold 34%, and the remaining 6% will be held by Jinzhai County Urban Development Investment Co., Ltd. [3]. Group 3: Preconditions for Cooperation - Jinduicheng Molybdenum is required to initiate the establishment and funding of the smelting company promptly after signing the agreement, with a deadline for completion by December 2026 [4]. - If Jinduicheng Molybdenum fails to meet investment and operational commitments, Zijin Mining has the right to reclaim the transferred equity [4]. Group 4: Payment Terms - The payment for the equity transfer will be made in two installments: 50% within 20 working days of the agreement's effectiveness and the remaining 50% within 10 working days after the completion of the business registration changes for Jinsan Molybdenum [5]. Group 5: Corporate Governance of Jinsan Molybdenum - Jinsan Molybdenum will revise its articles of association to establish a modern corporate governance structure, including a shareholders' meeting, board of directors, and supervisory board [6][7][8]. Group 6: Purpose and Impact of the Transaction - The Shapinggou Molybdenum Mine is a rare, large undeveloped porphyry-type molybdenum mine with significant resource reserves and high-grade ore [9]. - This cooperation aims to create a complementary advantage between Zijin Mining's mining development and Jinduicheng Molybdenum's smelting processing, promoting efficient development and extending the industrial chain [9].

股票代码：601958 股票简称：金钼股份 公告编号： 2026-001 金堆城钼业股份有限公司 关于收购参股公司部分股权的公告 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。 重要内容提示： ● 交易内容概述：金堆城钼业股份有限公司（以下简称公司或金钼股份）将以人民币173,087万元对价 收购紫金矿业集团股份有限公司（以下简称紫金矿业）转让的安徽金沙钼业有限公司（以下简称金沙钼 业）24%股权。本次交易完成后，公司持有金沙钼业34%的股权，紫金矿业（或其全资子公司）持有金 沙钼业60%的股权。 ● 本次交易不构成关联交易。 ● 本次交易对于公司不构成《上市公司重大资产重组管理办法》规定的重大资产重组。 二、转让方基本情况 1.基本情况 ■ ● 本次交易在公司董事会决策的权限范围内，无需提交股东会审议。 ● 风险提示：本次收购是公司基于发展战略和强化产业优势作出的慎重决定，但面临未来可能存在行业 政策变化、市场竞争环境、经营管理等诸多不确定因素，存在一定的投资风险。敬请投资者理性判断， 注意投资风险。 一、本次交易的基 ...

Mergers and Acquisitions - Zhongyuan Nepe announced plans to acquire 59% of its affiliate Zhongyuan Jikean for 143 million yuan, which will make Zhongyuan Jikean a wholly-owned subsidiary and included in the consolidated financial statements [1] - Jinchuan Co. intends to purchase 24% of Anhui Jinsan Molybdenum for 1.731 billion yuan, increasing its stake in the company to 34% [2] Earnings Disclosure - Muyuan Foods expects a net profit decline of 14.93% to 20.21% for 2025, projecting a profit range of 15.1 billion to 16.1 billion yuan [3] - Meijin Energy anticipates a net loss of 850 million to 1.25 billion yuan for 2025, compared to a loss of 1.143 billion yuan in the previous year, primarily due to market conditions affecting coal and coke prices [4] - Luoyang Molybdenum expects a net profit increase of 47.80% to 53.71% for 2025, projecting a profit range of 20 billion to 20.8 billion yuan [5] - Baofeng Energy forecasts a net profit growth of 73.57% to 89.34% for 2025, estimating a profit of 11 billion to 12 billion yuan [6] Shareholding Changes - Jiuzhitang's major shareholder Li Zhenguo plans to reduce his stake by up to 2%, amounting to no more than 16.9256 million shares, to repay due equity pledge financing [7] - Yifan Transmission's chairman Liu Jincheng intends to reduce his stake by up to 3%, comprising a maximum of 777,700 shares through centralized bidding and 1.5553 million shares through block trading [8] - Aidi Te's major shareholders plan to collectively reduce their stake by up to 3%, totaling no more than 3.1969 million shares [9] - Yuhua Tian's controlling shareholder plans to transfer 5% of its shares, amounting to 1.999296 million shares, through a pricing inquiry [10] Regulatory Issues - Tianji Co. received administrative regulatory measures due to multiple violations, including improper goodwill impairment testing and inaccurate financial accounting, with key executives being held responsible [11] - Wenfeng Co. announced that its vice president Qin Guofen has had his detention lifted and is now under a notice of investigation, with the company's operations remaining normal [12]

Core Viewpoint - The company will acquire a 24% stake in Anhui Jinsuo Molybdenum Co., Ltd. from Zijin Mining for a consideration of 1.731 billion yuan, increasing its total ownership in Jinsuo Molybdenum to 34% [1] Group 1 - The transaction does not constitute a related party transaction [1] - The acquisition does not qualify as a major asset restructuring [1] - Zijin Mining (or its wholly-owned subsidiary) will retain a 60% stake in Jinsuo Molybdenum after the transaction [1]

证券日报网讯 1月15日，金钼股份发布公告称，公司2025年度审计报告签字注册会计师由蒙锋变更为黄 朝阳，项目合伙人由黄朝阳变更为卞薄海，项目质量复核人员由李波变更为赵琰，变更后签字注册会计 师为黄朝阳、卞薄海，项目质量复核人员为赵琰。 （文章来源：证券日报） ...

公司本次收购紫金矿业转让的金沙钼业24%股权，一方面是为了充分发挥钼产业开发利用优势，进一步 强化资源保障，巩固提升行业影响力;另一方面，为了加快实现沙坪沟钼矿开发建设，尽早实现资源价 值，获取投资收益。 金钼股份（601958）(601958.SH)发布公告，公司将以17.31亿元对价收购紫金矿业（601899）集团股份 有限公司(简称紫金矿业)转让的安徽金沙钼业有限公司(简称金沙钼业)24%股权。本次交易完成后，公 司持有金沙钼业34%的股权，紫金矿业(或其全资子公司)持有金沙钼业60%的股权。 ...