Core Viewpoint - The recent surge in gold and silver prices has led to increased activity among listed companies in the precious metals sector, with some opting to liquidate their holdings for profit while others are actively seeking acquisition opportunities in the industry [1][2][3]. Group 1: Company Actions - Guangzhou-based property management company Qifu Life Service has sold 280,000 ounces of unallocated silver bars for approximately 162 million yuan, with total proceeds from recent sales reaching 247 million yuan [2]. - Zhejiang Mining Co. plans to acquire 100% of Alaigyr Company, which holds a lead-silver mine in Kazakhstan, for approximately 3.5 billion tenge (about 4.88 million yuan) [3]. - Hunan Gold is planning to issue shares to acquire assets from Hunan Gold Tianyue Mining Co. and Hunan Zhongnan Gold Smelting Co., focusing on gold mining operations [3]. - Shengda Resources intends to purchase a 55% stake in Guangxi Laibin Jinshi Mining Co. for 269.5 million yuan, which will make it a subsidiary [4]. - CMOC Limited, a subsidiary of Luoyang Molybdenum, is set to acquire 100% of EQX's holdings in LatAm and LGC for 1.015 billion USD, gaining rights to several gold mines [4]. Group 2: Market Trends - Gold prices have reached historical highs, with spot gold peaking at 4,641.853 USD per ounce, while silver prices have also surged, with spot silver hitting 92.211 USD per ounce [1][6][8]. - The Shanghai Gold Exchange's Au99.99 contract has seen a price increase of over 6% since the beginning of 2026, following a nearly 60% rise in 2025 [6]. - Silver prices have experienced a significant increase, with a maximum rise of over 27% in less than ten trading days in 2026 [8]. - Analysts predict that the bullish trend in precious metals will continue due to geopolitical risks, physical market shortages, and uncertainties surrounding the Federal Reserve's independence [10].

公司发布的三季报数据显示，前三季度公司共实现营业收入16.52亿元，同比增长18.29%，实现净利润 3.23亿元，同比增长61.97%，基本每股收益为0.4676元，加权平均净资产收益率10.09%。（数据宝） （文章来源：证券时报网） 证券时报·数据宝统计显示，盛达资源所属的有色金属行业，目前整体涨幅为2.51%，行业内，目前股价 上涨的有123只，涨幅居前的有翔鹭钨业、湖南白银、锡业股份等，涨幅分别为10.03%、9.98%、 7.90%。股价下跌的有15只，跌幅居前的有国城矿业、西部材料、中矿资源等，跌幅分别为6.34%、 3.34%、1.40%。 两融数据显示，该股最新（1月13日）两融余额为6.07亿元，其中，融资余额为6.04亿元，近10日增加 1.04亿元，环比增长20.78%。 盛达资源股价创出历史新高，截至10:17，该股上涨6.33%，股价报40.96元，成交量2170.88万股，成交 金额8.65亿元，换手率3.26%，该股最新A股总市值达282.61亿元，该股A股流通市值273.09亿元。 ...

Group 1 - Ganfeng Lithium is a global leader in the lithium industry, with a comprehensive resource layout covering spodumene, salt lakes, and clay, and its lithium carbonate production capacity is among the top in the industry [1] - Tianqi Lithium controls the world's largest spodumene mine, Greenbushes, with a self-sufficiency rate of 100%, and its full industry chain layout enhances profitability amid rising lithium carbonate prices [2] - Salt Lake Industry holds the largest lithium resource in China at the Qarhan Salt Lake, with a low extraction cost of 30,000 to 40,000 yuan per ton, and plans to reach a production capacity of 40,000 tons of lithium carbonate by 2025 [3] Group 2 - Zangge Mining has a significant advantage in the Tibetan salt lake resource layout, with a planned capacity of 50,000 tons per year and a self-sufficiency rate exceeding 80% [4] - Shengxin Lithium Energy owns Asia's largest hard rock lithium mine and has a long-term supply agreement with CATL, ensuring stable sales amid rising lithium prices [5] - Rongjie Co. focuses on lithium resource development and processing, optimizing its mining technology to enhance resource utilization and reduce costs [6] Group 3 - Tibet Mining has exclusive mining rights to the Zabuye Salt Lake, one of Asia's largest lithium salt lakes, which provides a cost advantage as lithium carbonate prices rise [7][8] - Yahua Group ranks second in lithium extraction from lepidolite in A-shares, with an annual capacity of 45,000 tons, and has established long-term partnerships with several battery manufacturers [9] - Zhongmin Resources has a strong presence in both spodumene and salt lake lithium extraction, actively expanding overseas projects to enhance market competitiveness [10] Group 4 - Jiangte Motor, located in Yichun, known as "Asia's Lithium Capital," has a lepidolite extraction capacity of 30,000 tons per year and holds proprietary low-cost extraction technology [11] - Xizang City Investment has lithium carbonate reserves of 3.9 million tons from two salt lakes, utilizing a low-cost extraction method that positions it well for profit during price increases [12] - Yongxing Materials focuses on lithium salt production and has a diversified supply chain that allows it to respond quickly to market changes [13] Group 5 - Huayou Cobalt is a global leader in cobalt products and has developed an integrated supply chain for nickel, cobalt, and lithium resources, ensuring stable supply for battery materials [14] - Hanrui Cobalt has a synergistic business model for cobalt and lithium, ensuring raw material self-sufficiency and benefiting from the growth of the lithium battery industry [15] - Tengen Cobalt focuses on the research, production, and sales of cobalt and lithium products, maintaining stable sales through partnerships with leading battery manufacturers [16] Group 6 - Luoyang Molybdenum is the second-largest cobalt producer globally and is actively expanding its lithium resource layout, benefiting from the growth in lithium battery demand [17] - Greeenmei is a leader in battery recycling, achieving over 95% recovery rates and integrating lithium resource recovery into its business model [18] - Northern Rare Earth is the largest supplier of light rare earths and is diversifying into lithium and other energy metals, leveraging its resource advantages [19] Group 7 - Jinli Permanent Magnet has advanced technology that reduces the use of heavy rare earths and is expanding into lithium-related energy metal businesses [20] - Wanhua Chemical is actively involved in the lithium battery materials sector, providing chemical support for lithium carbonate production and benefiting from the growing demand in the lithium battery industry [21] - China Aluminum is leveraging its mining experience to develop lithium resources, ensuring quality and reducing operational costs amid rising lithium prices [22] Group 8 - Jiangxi Copper is expanding into lithium and cobalt, utilizing its mining expertise to enhance its energy metal business [23] - Huayu Mining is focusing on lithium resource development in Tibet, leveraging its regional advantages to enhance its lithium salt processing projects [24] - Shengda Resources is actively acquiring lithium resources and enhancing its energy metal business through strategic partnerships [25] Group 9 - Boqian New Materials, while primarily focused on nano-level metal powder materials, is involved in the lithium battery sector and is expected to see significant profit growth by 2026 [26] - Yongshan Lithium focuses on lithium salt product development and has optimized its production processes to enhance product quality and efficiency [27] - Dazhong Mining is transitioning into the lithium sector, utilizing its mining expertise to explore and develop lithium resources [28] Group 10 - Jinyuan Co. is transforming into the lithium battery sector, focusing on lithium resource development and processing through strategic acquisitions [29] - Weiling Co. is extending its business into the lithium battery supply chain, providing equipment and technical support for lithium mining and processing [30] - Tianhua Super Clean is deeply engaged in lithium battery materials, with a strong production capacity and established relationships with leading battery manufacturers [31]

21智讯1月13日电，盛达资源在投资者关系活动中表示，鸿林矿业目前处于试生产阶段，尚无法准确测 算生产成本，但菜园子铜金矿矿石易选，无冶炼环节，选矿工艺简单且砷含量低，叠加较高的安全生产 投入，整体成本可得到较好控制。 ...

Group 1: Company Overview and Operations - The company is focused on mining and resource acquisition, with a strong emphasis on exploration and mergers and acquisitions to ensure sustainable development [6]. - The company has a stable cash flow and plans to use its own funds for mining construction and external acquisitions, while also considering financing options based on future capital needs [9]. Group 2: Project Developments - The core asset of Yichun Jinshi Mining is the Gaodi Copper-Molybdenum Mine, with plans to transition exploration rights to mining rights and commence construction by 2027 [2][3]. - The Guangxi Jinshi Mining has obtained mining rights for the Miaohuang Copper-Lead-Zinc-Silver Mine, with an expected production scale of 660,000 tons/year and average metal grades of 1.68% copper, 2.66% lead, 2.40% zinc, and 83.75 g/t silver [4]. Group 3: Production Challenges and Weather Impact - The mining operations in Yichun may face temporary shutdowns due to extreme cold weather, with an estimated 330 effective working days per year [5]. - The production costs for Honglin Mining are influenced by multiple factors, including safety requirements and the simplicity of the ore processing [7][8]. Group 4: Future Mergers and Acquisitions - The company prioritizes resource acquisition through mergers and acquisitions, focusing on high-quality metal resources and projects with a service life of over 15 years [6]. - The company is exploring overseas acquisitions, considering various factors such as resource conditions, political risks, and legal regulations, with plans to proceed once certain conditions are met [11].

证券代码：000603 证券简称：盛达资源 公告编号：2026-004 盛达金属资源股份有限公司 关于子公司为公司提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 特别提示：盛达金属资源股份有限公司（以下简称"公司"）已审批的为合 并报表范围内子公司（以下简称"子公司"）提供担保、子公司之间互相提供担 保、子公司为公司提供担保额度合计超过公司最近一期经审计净资产的 100%， 其中有对资产负债率超过 70%的子公司提供担保，公司及子公司未对合并报表范 围外单位提供担保。 一、担保情况概述 公司分别于 2025 年 4 月 28 日、2025 年 5 月 20 日召开第十一届董事会第八 次会议、2024 年度股东大会，审议通过了《关于公司及子公司 2025 年度担保额 度预计的议案》，同意公司为子公司提供担保、子公司之间互相提供担保、子公 司为公司提供担保额度合计不超过人民币 60 亿元。担保范围包括但不限于流动 资金贷款、项目贷款、并购贷款、银行委托贷款、融资租赁、银行承兑汇票、保 函、保理、开立信用证、票据贴现、资产证券化等融资业务，担保方 ...

Core Viewpoint - International gold and silver prices have risen again, leading to a strong performance in A-share market gold-related stocks, with several stocks hitting their daily limit or showing significant gains [1] Group 1: Market Performance - As of the half-day close, Mingpai Jewelry reached its daily limit, Hunan Silver also hit the limit, and Xiaocheng Technology rose over 8% [1] - Other notable performers include Shanjin International and Fuda Alloy, both up over 6%, while Guocheng Mining, Silver Nonferrous, and Nankuang Group increased by over 5% [1] - Shandong Gold, Baoding Technology, Shengda Resources, Chaohongji, Zhaojin Gold, and Jiangxi Copper all saw gains exceeding 4% [1] Group 2: Market Drivers - The rise in gold and silver prices was influenced by a significant announcement from Federal Reserve Chairman Jerome Powell regarding an ongoing criminal investigation, which traders interpreted as a signal of President Trump's intention to undermine the political independence of the Federal Reserve [1] - This shift in sentiment led to a rapid decline in risk appetite among traders, contributing to the increase in precious metal prices [1] Group 3: Price Milestones - Spot gold reached a historic high of $4,630 per ounce during trading yesterday, marking a new record [1] - Spot silver also broke through $86 per ounce, achieving a new historical peak [1]

Group 1 - Weiteou signed a strategic cooperation agreement with Qiteng Robotics to focus on safety upgrades in high-risk industries, leveraging new materials and robotics [1] - Dongfang Caifu's subsidiary received approval from the CSRC to issue subordinate bonds totaling up to 20 billion yuan [2] - Haibo Zhongke's controlling shareholder plans to reduce holdings by up to 2.98% of the company's shares [3] Group 2 - Shengyang Technology's subsidiary FTA is expanding into the foreign satellite internet terminal business, which is still in the early commercialization stage [4] - Cangge Mining expects a net profit increase of 43.41%-53.1% for 2025, projecting a profit of 3.7-3.95 billion yuan [5] - Jinlongyu plans to invest approximately 1.2 billion yuan to build a production line for solid-state batteries with an annual capacity of 2 GWh [6] Group 3 - Shengda Resources intends to acquire a 55% stake in Guangxi Laibin Jinshi Mining for 269.5 million yuan [7] - Zhifei Biological's CA111 injection has entered Phase I clinical trials, targeting diabetes and weight loss treatment [8] - Qusleep Technology's specific shareholders plan to reduce their holdings by up to 2.58% of the company's shares [9] Group 4 - Innovation Medical's subsidiary has a product expected to generate revenue of 114,000 yuan in 2025 [11] - Blue Ocean Cursor noted that AI-driven revenue currently constitutes a small portion of overall revenue [12] - *ST Yanshi anticipates a loss for the 2025 fiscal year, with revenue expected to be below 300 million yuan [13] Group 5 - ST Yishite will lift risk warnings and change its stock name, resuming trading on January 14 [14] - Shaoyang Hydraulic clarified that its products do not directly serve commercial aerospace clients [15] - Boss Electric plans to invest 100 million yuan in Youte Smart Kitchen to deepen strategic cooperation [16] Group 6 - Guo An Da's controlling shareholder plans to reduce holdings by up to 3% of the company's shares [17] - *ST Mingjia has lifted the delisting risk warning following the completion of its restructuring plan [18] - Haixiang Pharmaceutical signed an innovative drug cooperation agreement with Wanbangde Pharmaceutical [19] Group 7 - Palm Holdings plans to transfer stakes in two project companies for debt compensation, amounting to 258 million yuan [20] - Bohai Leasing's subsidiary Avolon is projected to have a fleet of 1,132 aircraft by the end of 2025 [21] - Zhenyou Technology reported that satellite internet revenue accounted for approximately 7.15% of total revenue in the first three quarters of 2025 [22] Group 8 - Blue Arrow Electronics intends to acquire at least 51% of Chengdu Xinyi Technology [23] - Shunhao Co. stated that its investment in Tianshu Chuangxin will have a minimal impact on its 2025 performance [24][25] - Baichuan Co.'s deputy general manager plans to reduce holdings by up to 0.65% of the company's shares [26] Group 9 - Zhewen Interconnect reported that its GEO business has not yet formed a mature profit model [27] - XW Communication's controlling shareholder plans to reduce holdings by up to 1% of the company's shares [28] - Electric Science Digital indicated that its satellite communication products are not its main business [29] Group 10 - Bojun Technology expects a net profit increase of 35%-65% for 2025, projecting a profit of 828-1,012 million yuan [30] - Rongchang Bio signed a licensing agreement for the RC148 drug with AbbVie, with an initial payment of 650 million USD [31] - Guoxin Technology's state investment fund plans to reduce holdings by up to 2.37% of the company's shares [32] Group 11 - Hengxuan Technology's controlling shareholder plans to reduce holdings by up to 3% of the company's shares [33][34] - *ST Chengchang announced a stock suspension for investigation due to abnormal trading [35] - Zhongji Xuchuang's subsidiary plans to issue warrants to incentivize its core team [36] Group 12 - Zhuoshengwei expects a net loss of 255-295 million yuan for 2025 [37] - Pingtan Development anticipates a loss for the 2025 fiscal year [38] - Nanjing Bank's major shareholder increased its stake by 123.472 million shares [39] Group 13 - Jingao Technology expects a net loss of 4.5-4.8 billion yuan for 2025 [40] - Mingyang Smart plans to acquire control of Dehua Company, with stock suspension [41] - Vanadium Titanium Co. anticipates a loss for the 2025 fiscal year [42][43] Group 14 - Tianzhihang announced a delay in its "Smart Medical Center Construction Project" [44]

Core Viewpoint - Shengda Resources plans to acquire a 55% stake in Guangxi Jinshi Mining for 270 million yuan, enhancing its position in the silver and copper mining sector [1][2]. Group 1: Acquisition Details - The acquisition involves a cash payment of 270 million yuan for a 55% stake in Guangxi Jinshi Mining [1]. - Guangxi Jinshi holds one mining right and two exploration rights, with a total resource reserve of 9.1673 million tons, including 647.2 tons of silver and 37.94 million tons of lead and zinc [1]. Group 2: Mining Potential - The mining area in Xiangzhou County is noted for its high-quality multi-metal resources, primarily focusing on silver and copper, with an annual production capacity planned at 660,000 tons [1][2]. - The exploration rights cover areas with significant potential for large silver deposits, indicating promising future resource development [1][2]. Group 3: Recognition and Future Plans - Guangxi Jinshi received the National Natural Resources Science and Technology Award for its technological advancements in mining [2]. - Shengda Resources aims to enhance resource utilization efficiency and integrate high-grade resources with its existing technological and market advantages to create economic benefits and shareholder value [2].

Group 1: WuXi AppTec - WuXi AppTec expects a revenue of approximately RMB 45.456 billion for 2025, representing a year-on-year growth of about 15.84%, with a 21.40% increase in revenue from continuing operations [1] - The adjusted net profit attributable to shareholders is projected to be around RMB 14.957 billion, reflecting a year-on-year growth of approximately 41.33% [1] - The net profit attributable to shareholders, excluding non-recurring gains and losses, is expected to be about RMB 13.241 billion, with a year-on-year increase of approximately 32.56% [1] Group 2: Shanghai Port Group - Shanghai Port Group reported a total revenue of RMB 39.44 billion for 2025, which is a year-on-year increase of 3.5% [2][3] - The net profit attributable to shareholders decreased by 10.4% to RMB 13.4 billion [2][3] - The net profit attributable to shareholders, excluding non-recurring gains and losses, fell by 8.1% to RMB 12.2 billion [2][3] Group 3: Zangge Mining - Zangge Mining forecasts a net profit attributable to shareholders between RMB 3.7 billion and RMB 3.95 billion for 2025, indicating a growth of 43.41% to 53.10% year-on-year [4] - The net profit, excluding non-recurring gains and losses, is expected to be between RMB 3.87 billion and RMB 4.12 billion, reflecting a growth of 51.95% to 61.76% [4] Group 4: Sanan Optoelectronics - Sanan Optoelectronics anticipates a net loss attributable to shareholders between RMB -200 million and RMB -400 million for 2025, compared to a profit of RMB 253 million in the previous year [5] - The net profit, excluding non-recurring gains and losses, is expected to be between RMB -750 million and RMB -850 million [5] Group 5: JA Solar Technology - JA Solar Technology projects a net loss attributable to shareholders between RMB -4.5 billion and RMB -4.8 billion for 2025 [12] - The company maintains a leading position in battery module shipments, but faces significant pressure on sales prices and profitability due to industry competition and supply-demand imbalances [12] Group 6: Rongbai Technology - Rongbai Technology expects a net loss attributable to the parent company between RMB -150 million and RMB -190 million for 2025 [18] - The company anticipates a turnaround in the fourth quarter with a projected net profit of approximately RMB 30 million [18] Group 7: Sanxiang New Materials - Sanxiang New Materials forecasts a net profit attributable to shareholders between RMB 100 million and RMB 130 million for 2025, representing a year-on-year growth of 31.99% to 71.58% [21] - The company is focusing on expanding its zirconium product chain and optimizing its customer structure to enhance profitability [21]