Core Viewpoint - Hainan Mining Co., Ltd. has announced the termination of its plan to issue shares and pay cash for the acquisition of assets, specifically the 68.04% stake in ATZ Mining Limited and the 51.52% stake in Felston Enterprises Limited, along with the associated fundraising [2] Group 1: Termination of Transaction - The company held meetings on September 30, 2025, where it approved the termination of the acquisition and fundraising plan [2] - The termination is in accordance with various regulatory guidelines and was officially disclosed on October 1, 2025 [2] Group 2: Insider Trading Self-Examination - The self-examination period for insider trading was from December 16, 2024, to September 30, 2025 [2] - The scope of the self-examination included natural persons and legal entities who had insider information regarding the transaction [3][5] Group 3: Insider Trading Findings - During the self-examination period, four natural persons and the company's repurchase account engaged in trading of the company's stock [4] - The company’s repurchase account bought shares as part of a previously announced buyback plan, which is compliant with legal regulations [6] Group 4: Independent Financial Advisor's Trading - Guotai Junan Securities Co., Ltd., the independent financial advisor for the transaction, also engaged in stock trading during the self-examination period, which was based on independent investment decisions [7] Group 5: Conclusion of Self-Examination - The company concluded that the trading activities of the involved parties did not constitute insider trading based on the declarations and commitments made by those involved [8]

证券代码：601969 证券简称：海南矿业 公告编号：2025-118 海南矿业股份有限公司 关于终止筹划发行股份及支付现金购买资产 并募集配套资金事项相关内幕信息知情人买卖股票 情况自查报告的公告 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。 海南矿业股份有限公司（以下简称"公司"）于2025年9月30日召开第五届董 事会独立董事专门会议第十次会议和第五届董事会第三十六次会议，审议通过了 《关于终止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事项的议案》 等相关议案，同意公司终止以发行股份及支付现金的方式购买ATZ Mining Limited 68.04% 股权以及Felston Enterprises Limited51.52%股权，同时募集配套资金（以下 简称"本次交易"）。具体内容详见公司于2025年10月1日在上海证券交易所网站 （www.sse.com.cn）披露的《关于终止筹划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事项的公告》（公告编号：2025－113）。 根据《上市公司重大资产重组管理办 ...

Core Viewpoint - The Hainan sector in the A-share market showed strong performance in the afternoon, driven by a new policy on duty-free shopping for travelers, effective from November 1 [1]. Group 1: Market Performance - Haixia Co. approached the daily limit with a rise of 9.58%, reaching a market capitalization of 31.2 billion [2]. - Hainan Airport increased by over 7.55%, with a total market value of 52.1 billion [2]. - Hainan Shipping Group and Hainan Mining both rose over 6%, with market capitalizations of 8.058 billion and 19 billion respectively [2]. Group 2: Year-to-Date Performance - Haixia Co. has seen a year-to-date increase of 114.43% [2]. - Hainan Airport's year-to-date growth stands at 20.63% [2]. - Hainan Shipping Group and Hainan Mining have year-to-date increases of 39.65% and 36.01% respectively [2].

Core Viewpoint - The steel sector experienced a significant surge in early trading on October 17, with notable gains in several companies, indicating a positive market sentiment in the industry [2] Company Summaries - Lingang Co., Ltd. reached the daily limit up, reflecting strong investor confidence and demand [2] - Jinling Mining saw an increase of over 5%, contributing to the overall positive performance of the steel sector [2] - Other companies such as Liugang Co., Hainan Mining, and Dazhong Mining also experienced upward movement, indicating a broader rally within the steel industry [2]

Group 1 - The steel sector experienced a significant rise on October 17, with companies like Guangdong Mingzhu and Lingang Co. reaching the daily limit, while others like Jinggong Steel Structure and Hainan Mining saw increases of over 4% [1] - The China Iron and Steel Association held a meeting on October 15 to discuss the "14th Five-Year" development plan, indicating a general downward trend in domestic steel demand during this period, emphasizing the need for production adjustment in response to carbon emission regulations [1] - The association highlighted opportunities for market expansion, particularly in green steel structure buildings, which are seen as having unmatched advantages under high-quality development requirements [1] Group 2 - Guotai Junan Securities noted that over 40% of steel companies are currently operating at a loss, indicating a market clearing process is beginning [2] - The recently released "Steel Industry Stabilization and Growth Work Plan (2025-2026)" emphasizes continued production reduction policies to support advanced enterprises and phase out inefficient capacities, aiming for a balance between supply and demand [2] - Long-term trends in the steel industry point towards increased concentration and a focus on high-quality development, with companies that have product structure and cost advantages expected to benefit significantly [2]

Group 1 - The Hainan Free Trade Zone concept rose by 2.58%, ranking first among concept sectors, with 22 stocks increasing, including Haixia Co., Haima Automobile, and ST Huawen hitting the daily limit [1][2] - Notable gainers included Haikou Group, Hainan Haiyao, and Kangzhi Pharmaceutical, which rose by 6.38%, 6.14%, and 5.69% respectively [1] - The stocks with the largest declines were Hainan Huatie, Junda Co., and *ST Shuangcheng, which fell by 1.30%, 1.23%, and 1.06% respectively [1] Group 2 - The Hainan Free Trade Zone concept saw a net inflow of 358 million yuan from main funds, with 18 stocks receiving net inflows, and 6 stocks exceeding 50 million yuan [2] - The top net inflow stock was Haixia Co., with a net inflow of 108 million yuan, followed by HNA Holding, Hainan Development, and Haide Co. with net inflows of 89.09 million yuan, 82.73 million yuan, and 64.19 million yuan respectively [2][3] - The highest net inflow ratios were seen in Haide Co., ST Huawen, and Hainan Haiyao, with ratios of 14.30%, 13.37%, and 12.49% respectively [3] Group 3 - The top stocks in the Hainan Free Trade Zone concept included Haixia Co. with a daily increase of 10.03% and a turnover rate of 6.55%, followed by HNA Holding with a 1.80% increase and a turnover rate of 2.30% [3][4] - Other notable performers included Hainan Development with a 2.99% increase and a turnover rate of 8.46%, and Haikou Group with a 6.38% increase and a turnover rate of 7.54% [4] - Stocks such as Hainan Huatie and Junda Co. experienced declines of 1.30% and 1.23% respectively, with negative main fund flows [4]

Group 1 - The Hainan (Changjiang) Clean Energy High-tech Industrial Park has welcomed its first enterprise, Hainan Haishun Plastic Industry Co., Ltd., which will develop a high-density polyethylene (HDPE) production project with a total investment of 50 million yuan [1] - The project is expected to have an annual output value of no less than 40 million yuan once fully operational [1] - The establishment of the first cross-border capital centralized operation center in Changjiang Li Autonomous County aims to address issues related to slow and costly capital operations for enterprises, facilitating more efficient cross-border fund transactions [1] Group 2 - The standardized factory of the China Nuclear Hainan Industrial Cooperation Demonstration Zone is strategically located near the Hainan Ring Island Tourist Highway, providing a geographical advantage [1] - The first phase of the HDPE production line construction will include three production lines and one deep-sea net box pedal line, with plans for a second phase in 2026 [1] - The newly approved cross-border capital centralized operation center will enhance the convenience of cross-border fund inflows and outflows, supporting global business expansion for enterprises [1]

Core Viewpoint - The report highlights a decline in China's iron ore production, with a significant drop in both April 2025 and the cumulative production for the first four months of 2025 compared to the previous year [1] Industry Summary - According to the National Bureau of Statistics, China's iron ore raw ore production in April 2025 was 84.7 million tons, representing a year-on-year decrease of 4.9% [1] - The cumulative iron ore raw ore production from January to April 2025 was 328.596 million tons, showing a cumulative decline of 12.2% [1] - The report provides a comprehensive market assessment and development strategy analysis for the iron ore industry in China from 2025 to 2031 [1] Company Summary - Listed companies in the iron ore sector include Hebei Steel Resources, Hainan Mining, Jinling Mining, Dazhong Mining, Western Mining, Ansteel, Taiyuan Iron & Steel, Baotou Steel, Benxi Steel, and Jiugang Hongxing [1]

Market Overview - The steel raw materials sector experienced a slight decline of 0.01% on October 13, with Jinling Mining leading the losses [1] - The Shanghai Composite Index closed at 3889.5, down 0.19%, while the Shenzhen Component Index closed at 13231.47, down 0.93% [1] Stock Performance - Guangdong Mingzhu saw the highest increase, closing at 7.55 with a rise of 10.06%, and a trading volume of 570,600 shares, amounting to 424 million yuan [1] - Other notable performers included Fangda Carbon with a 0.73% increase, and Dazhong Mining with a 0.69% increase [1] - Conversely, Jinling Mining fell by 3.08%, closing at 9.76, with a trading volume of 440,200 shares, totaling 423 million yuan [1] Capital Flow - The steel raw materials sector experienced a net outflow of 182 million yuan from main funds, while retail investors contributed a net inflow of 158 million yuan [1] - The table indicates that Dazhong Mining had a main fund net inflow of 20.31 million yuan, while Jinling Mining faced a significant outflow of 34.80 million yuan [2] Detailed Capital Flow Analysis - Guangdong Mingzhu had a main fund net outflow of 58.00 million yuan, but retail investors contributed a net inflow of 31.39 million yuan [2] - The overall trend shows that while main funds are withdrawing, retail investors are actively buying into certain stocks, indicating a divergence in investment strategies within the sector [2]

证券代码：601969 证券简称：海南矿业 海南矿业股份有限公司 2025 年第三季度投资者关系活动事项纪要 编号：2025-003 海南矿业股份有限公司（以下简称"公司"）2025 年第三季度与投资者在 信息披露范围内互动交流情况主要为: 召开 1 场网上业绩说明会；与投资者进行 "一对一"或"一对多"沟通交流及参加券商策略会等共 9 次，主要交流机构包 括中非发展基金、广发基金、汇丰晋信、杉石资产、中信资管、方正合生投资等； 接听投资者来电 78 次；在上证 e 互动"问答"栏目回复投资者提问 32 次；投资 者关系微信公众号"海南矿业投资者关系"发布公司动态 33 条；投资者关系视 频号"海南矿业投资者关系"发布视频 3 条。 投资者主要关注油气业务的产量预期与降本空间、布谷尼锂矿出口审批情 况、钴铜资源开发进展以及公司拥有哪些资源品种等方面。 | 序号 | 沟通方式 | 次数 | | --- | --- | --- | | 1 | 网上业绩说明会 | 1 | | 2 | "一对一"或"一对多"沟通交流及策略会 | 9 | | 3 | 接听投资者咨询热线 | 78 | | 4 | 在上证 e 互动"问答 ...