Mergers and Acquisitions - Shengda Resources plans to acquire 55% equity of Guangxi Laibin Jinshi Mining Co., Ltd. for 269.5 million yuan, with core assets including mining rights for various mineral resources [1] - Zhongyuan Environmental Protection intends to acquire 100% equity of Gevo Company and Xinhong Company through public bidding, aiming to enhance the synergy in sludge disposal and resource utilization [2] Shareholding Changes - Hengshi Technology's shareholder, New Basis Information Technology Group Co., Ltd., plans to increase its shareholding by 1.5% to 3% within six months using self-raised funds [3] - China Electric Port reports that the National Integrated Circuit Industry Investment Fund has reduced its holdings by 7.5969 million shares, accounting for approximately 0.999724% of the total share capital, and no longer holds over 5% [4] - Baiwei Storage announces that the National Integrated Circuit Industry Investment Fund II plans to reduce its holdings by no more than 934,260 shares, representing up to 2% of the total share capital [5] - Junda Co., Ltd. states that its controlling shareholder, Hainan Jindi Technology Investment Co., Ltd., plans to reduce its holdings by up to 3%, equivalent to 872,540 shares [6] Regulatory Issues - ST Huilun has received an administrative penalty decision from the China Securities Regulatory Commission for failing to disclose fund occupation matters and inflating costs and revenues, resulting in a fine of 3 million yuan [7] - Xiong Plastic Technology has been ordered to rectify due to failure to disclose related party transactions, violating relevant regulations [8]

Core Viewpoint - The company has successfully completed the acquisition of a 55% stake in Guangxi Laibin Jinshi Mining Co., which is a strategic move to enhance its resource reserves in silver and copper, aligning with its "silver leader, gold and copper wings" strategy [1]. Group 1: Acquisition Details - The acquisition includes a mining right and two exploration rights, with the main mining area covering 3.37 square kilometers and a reported resource reserve of 9.1673 million tons, containing 647.2 tons of silver, 37,400 tons of copper, and 379,400 tons of lead and zinc [1]. - The two exploration rights cover areas of 8.28 square kilometers and 30.5 square kilometers, respectively, indicating significant potential for discovering large silver deposits [1]. Group 2: Mining Asset Quality - The mining area in Guangxi is characterized by high-grade resources and favorable mining conditions, with a planned annual production scale of 660,000 tons, ensuring long-term stable output [2]. - The region is part of a significant polymetallic mineralization belt, known for its rich mineral resources and promising exploration prospects [2]. Group 3: Geological Achievements - The mining project has received recognition for its geological exploration achievements, including a second prize in the National Natural Resources Science and Technology Award for technological progress [3]. - The core exploration project was awarded the first prize in geological science and technology by the Guangdong Geological Society, highlighting its innovative techniques and significant breakthroughs in mineral exploration [3]. Group 4: Strategic Significance - The acquisition is seen as a milestone for the company, marking its entry into a high-quality mineralization belt in Guangxi and optimizing its mining layout across the country [6]. - The rich geological resources provide a solid foundation for converting resource advantages into economic value, enhancing the company's competitive edge in the silver industry [6]. Group 5: Future Development Plans - The company plans to increase investment in the Miaohuang mining area to improve resource utilization efficiency and integrate high-grade resources with existing technological and market advantages [7]. - This strategic acquisition is expected to strengthen the company's leading position in the silver industry and support long-term, high-quality development [7].

这里是帮主郑重为你整理的中长线贵金属龙头标的清单，全部用大白话讲透核心逻辑、布局区间和实操 策略，方便你直接照着做（数据截至2026.1.12，仅作参考，不构成投资建议） 黄金组（压舱石，适合分批建仓，控制总仓位） 山东黄金（600547） 核心逻辑：国内黄金开采绝对龙头，矿产金产量连续多年居首，矿山储备和产能都很稳。美联储降息预 期+央行持续购金，金价中长期有支撑，公司业绩会跟着金价稳步兑现。前几天和矿业圈老伙计聊，他 们都觉得这类龙头的抗波动能力最强。 布局区间：当前股价45元左右，回调至40-42元区间分批建仓，首次仓位控制在总资金的3%-5%，不追 高；若跌破38元，结合金价趋势再评估加仓。 实操提示：适合作为资产组合里的"底仓"，拿住不放，别频繁交易。 盛达资源（000603） 核心逻辑：A股里纯正的白银龙头，核心资产是7座高品位银矿，白银业务占比高。白银兼具金融避险 和工业属性，光伏银浆、新能源汽车等需求持续增长，双轮驱动下，弹性比黄金大。 布局区间：当前股价（参考板块估值），回调至20%左右（比如从高点回落）分批建仓，首次仓位不超 过总资金的2%；白银波动大，一定要设好止损。 实操提示：适合在金 ...

每经AI快讯，盛达资源1月12日晚间发布公告称，公司第十一届第十四次董事会会议于2026年1月11日 以通讯表决方式召开。会议审议了《关于收购广西来宾金石矿业有限公司55%股权的议案》等文件。 （记者 曾健辉） 每经头条（nbdtoutiao）——年产量是传统大田120倍以上，1个人管理1栋楼！实探中国"植物工厂"：水 稻生产期从120天减到60天，没有虫害不用打农药 ...

证券代码：000603 证券简称：盛达资源 公告编号：2026-003 盛达金属资源股份有限公司 关于收购广西来宾金石矿业有限公司 55%股权的公告 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： 1、盛达金属资源股份有限公司（以下简称"公司"）拟以现金 26,950.00 万 元收购蒋文莉、刘敏超、刘喜峰、卢黔合计持有的广西来宾金石矿业有限公司（以 下简称"广西金石"、"标的公司"）55%股权（以下简称"标的资产"），本 次交易完成后，广西金石将成为公司的控股子公司。 2、广西金石的核心资产为象州县妙皇花蓬-那宜铜铅锌银矿采矿权（以下简 称"妙皇铜铅锌银矿采矿权"）、广西象州县妙皇花蓬-那宜铜铅锌银矿勘探（2000 坐标）探矿权（以下简称"花蓬-那宜铜铅锌银矿探矿权"）、广西象州县妙皇 花候-花仪铜铅锌银矿勘探探矿权（以下简称"花候-花仪铜铅锌银矿探矿权"）。 3、本次交易不构成关联交易，也不构成《上市公司重大资产重组管理办法》 规定的重大资产重组情形。本次交易审批权限属于公司董事会，无需提交公司股 东会审议。 4、本次交易涉及的矿业权相关风险详 ...

证券代码：000603 证券简称：盛达资源 公告编号：2026-002 盛达金属资源股份有限公司 第十一届董事会第十四次会议决议公告 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。 盛达金属资源股份有限公司（以下简称"公司"）于 2026 年 1 月 11 日以通 讯表决方式召开了第十一届董事会第十四次会议，本次会议通知于 2026 年 1 月 9 日以邮件等方式发出，公司全体董事一致同意豁免本次董事会提前通知期限。 会议应参加董事 9 名，实际参加董事 9 名。会议由董事长赵庆先生主持，本次会 议的召集、召开和表决程序符合法律法规、规范性文件及《盛达金属资源股份有 限公司章程》的有关规定。会议经表决形成如下决议： 一、审议通过《关于收购广西来宾金石矿业有限公司 55%股权的议案》 具体内容详见公司同日刊登在信息披露网站巨潮资讯网（www.cninfo.com.cn） 和信息披露媒体《证券时报》《中国证券报》《上海证券报》《证券日报》的《关 于收购广西来宾金石矿业有限公司 55%股权的公告》（公告编号：2026-003）。 二、备查文件 1、经与会董事签字并加 ...

盛达资源公告称，公司于2026年1月11日召开第十一届董事会第十四次会议，审议通过《关于收购广西 来宾金石矿业有限公司55%股权的议案》，表决结果为同意9票，反对0票，弃权0票。该议案此前已获 公司董事会战略委员会审议通过。具体内容详见相关公告。 ...

Core Viewpoint - The company Shengda Resources (000603.SZ) plans to acquire a 55% stake in Guangxi Jinshi for 269.5 million yuan to enhance its mineral resource reserves and ensure sustainable development [1] Group 1: Acquisition Details - The acquisition involves cash payment of 26,950,000 yuan for the stake held by four individuals: Jiang Wenli (25.003%), Liu Minchao (21.065%), Liu Xifeng (4.6475%), and Lu Qian (4.2845%) [1] - Upon completion of the transaction, Guangxi Jinshi will become a subsidiary of Shengda Resources [1] Group 2: Asset Overview - Guangxi Jinshi holds mining rights for three key mining assets located in Xiangzhou County, Laibin City, Guangxi: Miaohuang Copper-Lead-Zinc-Silver Mine, Huapeng-Na Yi Copper-Lead-Zinc-Silver Exploration Rights, and Huahou-Huayi Copper-Lead-Zinc-Silver Exploration Rights [1] - The mining rights will remain under Guangxi Jinshi's name post-transaction, and there will be no transfer of mining rights ownership, thus avoiding the need for related approval procedures [1]

Group 1 - The core point of the article is that Shengda Resources plans to acquire a 55% stake in Guangxi Jinshi for 269.5 million yuan to enhance its mineral resource reserves and ensure sustainable development [1] - The acquisition involves the transfer of shares from four individuals: Jiang Wenli (25.003%), Liu Minchao (21.065%), Liu Xifeng (4.6475%), and Lu Qian (4.2845%) [1] - After the transaction, Guangxi Jinshi will become a subsidiary of Shengda Resources, while the mining rights associated with Guangxi Jinshi will remain unchanged and will not require any transfer approval procedures [1] Group 2 - Guangxi Jinshi holds key mining rights in the Xiangzhou County of Laibin City, including the Miaohuang copper-lead-zinc-silver mine and exploration rights for two other mining areas [1] - The transaction is aimed at increasing the company's mineral resource reserves, which is critical for its long-term growth strategy [1]

每经AI快讯，1月12日，盛达资源（000603）公告称，公司拟以现金2.695亿元收购蒋文莉、刘敏超、刘 喜峰、卢黔合计持有的广西来宾金石矿业有限公司55%股权。交易完成后，广西金石将成为公司的控股 子公司。本次交易不构成关联交易，也不构成重大资产重组。公司已与交易对方签署《股权转让协 议》，广西金石全体现有股东均同意放弃标的资产的优先购买权。 ...