2026年开年以来，随着创新成果的商业化落地及全球化运营的深入，复星国际核心主业延续了此前 强劲的增长势头，在文旅、消费、创新药等赛道迎来新突破。 文旅消费作为复星的核心主业之一，马年春节期间多条产品线展现了出强劲的增长势头。其中，上 海豫园商城新春假期累计接待客流近120万人次，同比提升超20%；Club Med国内五家精致"一价全 包"度假村春节核心假期六日平均入住率达90%；三亚·亚特兰蒂斯春节假期九日总营业额突破1.24亿 元，同比增长20%，创下历史最佳春节表现。 与此同时，春节期间，复星的创新药赛道也好消息不断。旗下的生物医药研发平台复宏汉霖宣布其 研发的HLX15-SC（重组抗CD38全人单克隆抗体注射液-皮下注射）1期临床试验申请分别获中国国家药 监局批准和美国食品药品管理局（FDA）批准。据了解，HLX15是达雷妥尤单抗生物类似药，目标市 场潜力较大，2024年全球销售额约128.8亿美元。而在2月22日，中国首个自主研发的利妥昔单抗生物类 似药——汉利康迎来上市七周年，该药曾一举填补了国产CD20单抗的空白，作为复星医药"十年磨一 剑"的成果，其标志着中国生物药研发迈出了从跟随到并跑的关键 ...

文旅消费作为复星的核心主业之一，马年春节期间多条产品线展现了出强劲的增长势头。其中，上海豫 园商城新春假期累计接待客流近120万人次，同比提升超20%；Club Med国内五家精致"一价全包"度假 村春节核心假期六日平均入住率达90%；三亚·亚特兰蒂斯春节假期九日总营业额突破1.24亿元，同比增 长20%，创下历史最佳春节表现。 与此同时，春节期间，复星的创新药赛道也好消息不断。旗下的生物医药研发平台复宏汉霖宣布其研发 的HLX15-SC（重组抗CD38全人单克隆抗体注射液-皮下注射）1期临床试验申请分别获中国国家药监局 批准和美国食品药品管理局（FDA）批准。据了解，HLX15是达雷妥尤单抗生物类似药，目标市场潜 力较大，2024年全球销售额约128.8亿美元。而在2月22日，中国首个自主研发的利妥昔单抗生物类似药 ——汉利康迎来上市七周年，该药曾一举填补了国产CD20单抗的空白，作为复星医药"十年磨一剑"的 成果，其标志着中国生物药研发迈出了从跟随到并跑的关键一步。 创新药等进入密集收获期，创新引擎动力强劲 2025年，复星的创新研发以肉眼可见的速度推进，尤其以创新药为代表，已取得了全球范围内的商业落 地 ...

为何选择洋浦？在海南星之海新材料有限公司副总经理廖青松看来有三点：一是洋浦拥有深水良港，为 锂精矿原料漂洋过海而来提供便捷通道，降低海运成本。二是洋浦石化新材料产业集群是我省首个千亿级产 业集群，上下游企业发挥着集聚效应。三是儋州洋浦为企业落地投产提供全方位贴心服务——该项目实现1个 月签约落地，从开工到建成试运行，也仅用了18个月时间。 春节期间，海南星之海新材料有限公司工作人员坚守岗位。海南星之海新材料有限公司供图 政策更是吸引企业最重要的"磁铁"。从海外进口锂精矿等核心原材料，在海南自贸港内完成加工生产， 面向国内外市场供应电池级氢氧化锂产品，"'零关税'政策帮助我们大幅降低原材料进口成本，自贸港的区位 优势和港口物流便利也帮助我们进一步提升产业链运营效率，增强产品市场竞争力。"廖青松说。 总投资10.56亿元的2万吨电池级氢氧化锂项目自2022年底开工建设，是儋州洋浦首个为新能源汽车锂电 池生产提供原材料的项目。2025年2月，该项目实现冶金段投料试车成功，经过一段时间的冶金段稳产调试， 同年6月项目冶金段与湿法段实现全流程贯通。2026年1月，该项目月度产量1216.5吨，超额完成计划产量。 作为海 ...

Core Viewpoint - Hainan Mining (601969.SH) is currently engaged in the production of several offshore oil fields, including the Chinese Weizhou 6-12/12-8 West Oilfield, 12-8 East and West Oilfields, and Malaysia's D35/D21/J4 Oilfields, with plans for the upcoming Weizhou 10-3 West Oilfield and ongoing feasibility studies for the Zhujiangkou 12-7 Oilfield, all of which are nearshore and do not involve deep-sea oil and gas exploration and development [1] Group 1 - The company is currently producing oil from multiple nearshore oil fields [1] - The specific oil fields in production include the Chinese Weizhou 6-12/12-8 West Oilfield, 12-8 East and West Oilfields, and Malaysia's D35/D21/J4 Oilfields [1] - The company is preparing to launch the Weizhou 10-3 West Oilfield and is conducting feasibility studies for the Zhujiangkou 12-7 Oilfield [1]

Core Viewpoint - Hainan Mining (601969.SH) is currently engaged in the production of several offshore oil fields, specifically the Chinese Weizhou 6-12/12-8 West Oilfield, 12-8 East and West Oilfields, and the Malaysian D35/D21/J4 Oilfields, with plans for the upcoming Weizhou 10-3 West Oilfield and ongoing feasibility studies for the Zhujiangkou 12-7 Oilfield, all of which are nearshore and do not involve deep-sea oil and gas exploration and development [1] Group 1 - The company is actively producing oil from multiple nearshore oil fields [1] - The current operational oil fields include the Chinese Weizhou 6-12/12-8 West Oilfield and the Malaysian D35/D21/J4 Oilfields [1] - Future production is anticipated from the Weizhou 10-3 West Oilfield, while feasibility studies are being conducted for the Zhujiangkou 12-7 Oilfield [1]

Core Viewpoint - The company has completed the registration of its 2024 restricted stock incentive plan, which involves the granting of 3,563,135 shares to 105 individuals, aimed at enhancing employee motivation and aligning their interests with shareholders [2][5][10]. Group 1: Approval and Disclosure Procedures - The company held board and supervisory meetings on December 15, 2024, to approve the incentive plan and related proposals [2]. - On January 1, 2025, the company disclosed the public solicitation of independent directors for voting rights on the Shanghai Stock Exchange [3]. - The company conducted an internal announcement of the incentive plan's beneficiaries from December 16 to December 25, 2024, with no objections received [3]. Group 2: Granting and Registration Details - The first grant of restricted stock was registered on March 28, 2025, totaling 15,892,000 shares for 129 individuals [4]. - The actual number of shares granted in the reserve was 3,563,135, with 14 individuals voluntarily forfeiting their shares, resulting in 105 beneficiaries [6][10]. - The registration of the restricted stock was completed on February 11, 2026, with the company receiving the necessary documentation from the Shanghai Clearing House [10]. Group 3: Financial Implications and Use of Funds - The funds raised from the stock grant amounted to RMB 22,768,432.65, which will be used to supplement the company's working capital [10]. - The company will recognize the stock payment expenses in accordance with accounting standards, impacting its financial results over the duration of the incentive plan [11]. Group 4: Impact on Shareholding Structure - The stock grant will not change the company's total share capital or the control of its major shareholders, as the shares were repurchased from the secondary market [10].

（文章来源：证券日报） 证券日报网讯 2月12日，海南矿业发布公告称，公司2024年限制性股票激励计划预留授予登记完成， 356.3135万股于2026年2月11日在中国结算上海分公司完成登记，授予105人，授予价6.39元/股，股票来 源为二级市场回购，募集资金2276.84万元全部用于补充流动资金，不会导致总股本及控股股东变化。 ...

证券代码：601969 证券简称：海南矿业 公告编号：2026-015 海南矿业股份有限公司 2024年限制性股票激励计划预留授予登记完成的公告 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。 重要内容提示： 根据中国证监会《上市公司股权激励管理办法》、上海证券交易所、中国 证券登记结算有限责任公司上海分公司（以下简称"中国结算上海分公司"） 的有关规定，海南矿业股份有限公司（以下简称"公司"）已于 2026 年 2 月 11 日在中国结算上海分公司办理完成公司 2024 年限制性股票激励计划（以下 简称"本激励计划"）的预留授予登记工作，现将相关事项公告如下： 一、已履行的相关审批程序和信息披露情况 1、2024 年 12 月 15 日，公司召开了第五届董事会第二十五次会议、第五届 监事会第十六次会议，会议审议通过了《关于<海南矿业股份有限公司 2024 年 限制性股票激励计划（草案）>及其摘要的议案》《关于<海南矿业股份有限公司 2024 年限制性股票激励计划实施考核管理办法>的议案》《关于提请股东大会授 权董事会办理公司 ...

Summary of Hainan Mining's Conference Call Company and Industry Overview - **Company**: Hainan Mining - **Industry**: Fluorspar Mining and Fluorochemical Industry - **Key Resource**: Fluorspar, a non-renewable strategic resource, is crucial for various applications including aerospace, refrigeration, pharmaceuticals, and new energy sectors [doc id='13'][doc id='15'] Core Points and Arguments - **Resource Advantage**: Fengruifuyou possesses significant reserves of fluorspar, with a total resource of 13.5 million tons and an average grade of 47.07%, ranking second nationally in terms of reserves [doc id='2'][doc id='4'] - **Financial Performance**: As of September 30, 2025, Fengruifuyou's total assets reached 762 million yuan, with operating revenue of 495 million yuan. The net profit is projected to grow from 114 million yuan in 2023 to 136 million yuan in 2024 [doc id='2'][doc id='6'] - **Acquisition Details**: Hainan Mining plans to acquire 69.9% of Fengruifuyou through a combination of cash and stock, with the stock price set at 8.6 yuan per share. The founder's cash payment will account for approximately 30% of the transaction [doc id='2'][doc id='8'] - **Strategic Importance**: The acquisition aims to enhance Hainan Mining's resource integration and scale expansion in the fluorspar sector, improving its market position and competitiveness in the fluorochemical industry [doc id='7'][doc id='17'] Additional Important Information - **Market Demand**: The demand for fluorspar is expected to grow significantly due to its applications in producing anhydrous hydrofluoric acid, with a projected market size of 125 billion USD by 2030, growing at a CAGR of 7% [doc id='13'][doc id='15'] - **Global Supply Issues**: China dominates global fluorspar production, contributing 60% of the total output, but faces challenges due to high extraction ratios and lower grades, leading to a reliance on imports to meet demand [doc id='14'] - **Future Growth Areas**: The fluorochemical industry's growth is driven by new energy sectors, particularly the demand for lithium hexafluorophosphate and PVDF in electric vehicles and energy storage [doc id='3'][doc id='16'] - **Transaction Timeline**: The acquisition process includes due diligence and formal agreement signing, with an expected completion date around September to October 2026 if expedited by regulatory approvals [doc id='11'][doc id='12'] Conclusion Hainan Mining's strategic acquisition of Fengruifuyou is positioned to strengthen its foothold in the fluorspar market, enhance financial performance, and capitalize on growing demand in the fluorochemical industry. The transaction reflects confidence in the long-term potential of the fluorspar sector amidst global supply challenges.

Core Viewpoint - Hainan Mining is upgrading its acquisition strategy by planning to acquire a 69.90% stake in Luoyang Fengrui Fluorine Industry Co., Ltd. through a combination of share issuance and cash payment, following a previous investment of 300 million yuan for a 15.79% stake [1][6][7] Group 1: Acquisition Details - The acquisition aims to make Hainan Mining the controlling shareholder of Fengrui Fluorine Industry, which will be included in its consolidated financial statements [2] - The transaction involves a cash payment for 20.97% of the shares and share issuance for 34.95% of the shares, with the total estimated transaction price around 1.328 billion yuan based on a previous valuation of 1.9 billion yuan [7][8] - If successful, Hainan Mining will hold a total of 85.69% of Fengrui Fluorine Industry, achieving absolute control [8] Group 2: Financial Performance - Hainan Mining reported a net profit of 312 million yuan for the first three quarters of 2025, a decline of over 40% year-on-year, marking three consecutive quarters of decline [3][13] - The company’s revenue for the first three quarters of 2025 was 3.36 billion yuan, reflecting a year-on-year growth of 5.93%, but the net profit showed a significant drop of 42.84% [13] - In contrast, Fengrui Fluorine Industry has shown stable profitability, with net profits of approximately 114 million yuan, 136 million yuan, and 130 million yuan for the years 2023, 2024, and the first nine months of 2025, respectively [4][14] Group 3: Strategic Focus - Hainan Mining focuses on the exploration and development of strategic resources, including iron ore and lithium, and aims to expand into the fluorite sector through this acquisition [3][9][11] - Fengrui Fluorine Industry specializes in the investment and development of fluorite mines, producing high-grade fluorite products essential for various industrial applications [9][10]