证券代码：000603 证券简称：盛达资源 公告编号：2025-079 1 盛达金属资源股份有限公司 关于诉讼的进展公告 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： 1、案件所处的诉讼阶段：盛达金属资源股份有限公司（以下简称"公司"） 于近日收到董赢、柏光辉支付的第二期，即 40%的资金占用费合计 42,010,739.73 元。本次诉讼所涉《民事调解书》《和解协议书》《和解协议书之补充协议》（以 下简称"《补充协议》"）均履行完毕。 2、对上市公司损益产生的影响：本次诉讼案件已经法院调解结案，相关和 解协议履行完毕，公司已于 2024 年将 100%资金占用费及相关违约金合计 112,864,750.83 元计入营业外收入，2024 年尚未到期收取的 40%资金占用费 42,010,739.73 元 计 入 其 他 应 收 款 项 核 算 。 本 次 收 到 的 40% 资 金 占 用 费 42,010,739.73 元的具体会计处理以会计师事务所年度审计结果为准，本次诉讼不 会对公司本期利润产生重大影响。 一、有关本案的基本情况 公司就与董 ...

Group 1 - The core viewpoint of the news is that the recent sharp decline in precious metal prices has led to a significant drop in the A-share market for non-ferrous metal stocks, with silver-related stocks experiencing the most substantial losses [1] - Precious metals have seen a widespread drop after a period of rapid increases, with spot gold falling over 4% from around 4547 USD to approximately 4300 USD, spot silver dropping from 84 USD to 70.5 USD, and spot palladium declining from 1983 USD to 1592 USD, ultimately closing down over 14% [1] Group 2 - Silver-related stocks experienced notable declines, with Silver Industry Co. down 7.53%, Hunan Silver down 6.59%, and Precision Arts Co. down 5.73% [2] - Other companies also faced losses, including Yuguang Gold Lead down 5.64%, Dingsheng New Materials down 5.20%, and Xinye Silver Tin down 4.87% [2] - The total market capitalization of these companies varies, with Silver Industry Co. at 42.7 billion, Hunan Silver at 19.2 billion, and Ganfeng Lithium at 131.2 billion [2]

Core Viewpoint - The significant drop in precious metal spot prices has led to a collective decline in the A-share market's non-ferrous metal stocks, with silver-related stocks experiencing the most substantial losses [1][2]. Group 1: Market Performance - Silver non-ferrous stocks fell sharply, with Silver Industry Co. down over 7%, Hunan Silver down over 6%, and several other companies like Jingyi Co., Yuguang Gold Lead, and Dingsheng New Materials dropping over 5% [1]. - The overall market saw declines, with companies such as Xinye Technology, Guiyan Platinum, and Ganfeng Lithium also experiencing drops exceeding 4% [1]. Group 2: Precious Metal Price Movements - Recent surges in precious metals have reversed, with spot gold dropping over 4%, falling from approximately $4,547 to around $4,300 [2]. - Spot silver saw a significant decline from $84 to $70.5, while palladium prices plummeted from $1,983 to $1,592, ultimately closing down over 14% [2].

Group 1 - The precious metals sector experienced a significant decline on December 30, with silver prices dropping over 8% and hitting a temporary trading halt [1][2] - Key companies affected by the downturn include Hunan Silver, Yuguang Gold Lead, and Shengda Resources, which reported some of the largest declines in their stock prices [1][2] Group 2 - Specific stock performance showed that Baiyin Nonferrous fell by 8.49%, Hunan Silver by 6.73%, and Yuguang Gold Aluminum by 6.21% [2] - Shengda Resources also reported a decline of 5.19%, indicating a broader trend of falling prices within the sector [2]

Core Viewpoint - The article discusses the mixed performance of the A-share market, highlighting the strong momentum in the commercial aerospace sector and the significant rise in precious metals, particularly silver, while noting declines in the consumer sector. Group 1: A-share Market Performance - On December 29, the A-share market showed mixed results with the Shanghai Composite Index up by 0.31% and the Shenzhen Component Index up by 0.03%, while the ChiNext Index fell by 0.32% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.4 trillion yuan, a decrease of 578 billion yuan compared to the previous trading day, with over 3,400 stocks declining [1] Group 2: Commercial Aerospace Sector - The commercial aerospace sector continued its strong performance, with over ten constituent stocks hitting the daily limit, including Shenjian Co. with eight consecutive limit-ups, and Jin Feng Technology and Leike Defense also reaching the limit [3] - The Shanghai Stock Exchange announced new guidelines supporting commercial rocket companies to list on the Sci-Tech Innovation Board, which is expected to facilitate the growth of the commercial aerospace industry [3] - According to Zhongtai Securities, the global commercial aerospace industry is anticipated to enter a period of explosive growth over the next two years, driven by accelerated technological iteration and increasing demand for launch services and satellite networking [5] Group 3: Precious Metals Sector - The precious metals sector experienced volatility but ultimately strengthened, with silver leading the gains. The main silver futures contract rose over 8% during the day, and spot silver surged by more than 5%, reaching historical highs [6] Group 4: Humanoid Robotics Sector - The humanoid robotics sector saw significant gains, with stocks like Fenglong Co. achieving four consecutive limit-ups, and other companies such as Mould Technology and Wuzhou New Spring also hitting the limit [6] - The Ministry of Industry and Information Technology announced the establishment of a standardization committee for humanoid robots, which will focus on developing industry standards for key technologies and applications [9] - Huajin Securities noted that the commercialization of humanoid robots is expected to accelerate due to a substantial increase in the number of new product releases and growing order volumes [9] Group 5: Consumer Sector Decline - The consumer sector faced declines, particularly in retail and dairy industries, with companies like Baida Group hitting the daily limit down and Huangshi Group experiencing significant drops [10]

证券代码：000603 证券简称：盛达资源 公告编号：2025-078 盛达金属资源股份有限公司 关于发行股份购买资产并募集配套资金事项的进展公告 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。 2、自本次交易预案披露以来，公司及交易相关方积极推进本次交易的相关工 作。截至本公告披露日，本次交易相关方尚需就交易细节进一步沟通商讨，交易方 案受交易各方成交意愿以及相关监管要求等的影响，存在一定的不确定性。除已披 露的风险因素外，公司尚未发现可能导致公司董事会或者交易对方撤销、中止本次 交易或者对本次交易方案作出实质性变更的相关事项，公司将继续积极推进本次交 易，并根据中国证监会和深圳证券交易所的相关规定及时履行本次交易的后续审批 和信息披露程序。 一、本次交易的基本情况 公司拟发行股份购买周清龙、马玲、陈霖、陈文林、郭福安、舒桂先、易贻辉 共 7 名交易对方合计持有的四川鸿林矿业有限公司（以下简称"鸿林矿业"）47% 股权，并拟向不超过 35 名特定投资者发行股份募集配套资金。本次交易前，公司 已取得鸿林矿业 53%股权，鸿林矿业为公司控股子公司，本次交易后公司 ...

盛达资源公告称，公司拟发行股份购买周清龙等7名交易对方合计持有的鸿林矿业47%股权，交易后将 持有其100%股权。本次交易预计不构成关联交易、重大资产重组和重组上市。公司股票于2024年10月 21日开市起停牌，10月31日开市起复牌。截至公告披露日，交易相关方尚需就细节沟通商讨，后续公司 将择机重开董事会审议相关事项，并按规定履行审批决策及信息披露程序。交易尚需多项审议、审核和 注册，存在不确定性。 ...

Group 1 - The core point of the article is that Shengda Resources plans to acquire 60% of Yichun Jinshi Mining for 500 million in cash, with significant copper and molybdenum resources identified [1] - The inferred and controlled resource amounts include 1.54 million tons of copper with a grade of 0.15% and 460,000 tons of molybdenum with a grade of 0.046% [1] - The acquisition of Jinshi Mining is emphasized not only for copper but also for gold, as the I-type copper-molybdenum deposit primarily consists of primary sulfide ores, which have a high recovery rate and are easy to process [1] Group 2 - The company has received approval for the delayed trial production application of the Caiyuzi copper-gold mine and will proceed with obtaining the safety production license as required [1] - The production volume is not expected to be affected, and full production is anticipated to be achieved next year [1] - As a leading player in the silver industry, the company is entering the gold/copper mining sector, benefiting from the recent significant rise in gold and silver prices, which is expected to enhance the company's product offerings and valuation [1]

证券时报·数据宝统计，12月25日共26家公司被机构调研，按调研机构类型看，基金参与18家公司的调 研活动。安集科技最受关注，参与调研的基金达7家；航天智造、罗博特科等分别获4家、3家基金集体 调研。 数据宝统计，基金参与调研股中，近5日资金净流入的有7只，罗博特科近5日净流入资金6.07亿元，主 力资金净流入最多；净流入资金较多的还有航天智造、信科移动等，净流入资金分别为2.31亿元、1.10 亿元。（数据宝） 12月25日基金调研公司一览 基金参与调研的公司中，按所属板块统计，深市主板公司有5家，创业板公司有9家，沪市主板公司有1 家，科创板公司有3家。所属行业来看，基金调研的公司共涉及13个行业，所属电力设备、电子、机械 设备、建筑装饰、汽车等行业个股最多，均有2只个股上榜。 从基金调研公司的A股总市值统计，总市值不足100亿元的有9家，分别是华蓝集团、张小泉、长缆科技 等。 市场表现上，基金调研股中，近5日上涨的有16只，涨幅居前的有信科移动、罗博特科、航天智造等， 涨幅为22.90%、18.97%、16.79%；下跌的有2只，跌幅居前的有盛达资源、燕京啤酒等，跌幅为 4.72%、2.06%。 昨日基 ...

根据公司公告，公司拟以现金5 亿收购伊春金石矿业60%股权。推断+探明+控制资源量铜154 万吨，品 位0.15%；钼46 万吨，品位0.046%。折合铜当量390万吨。截止至公告披露，金石矿业460 高地岩金矿 探矿权矿区内Ⅱ、Ⅲ号金矿带的地质勘探工作尚在进行中；I 号铜钼矿带的矿产资源储量已被探明并通 过评审备案，目前正在办理460 高地铜钼矿探矿权转采矿权的相关手续。 I 号铜钼矿带矿床基本上全部为原生硫化矿石，铜钼回收率较高，矿石为易选矿石。因此开发难度并不 会太大。 投资要点 对于金石矿业的并购要更重视，不仅是铜，还有金。 从年均5 亿净利润升华至10 亿净利润/年，打开成长空间随着金山矿业与菜园子金矿的利润释放，公司 有望获得充沛现金流用于收购矿山。公司近几年重点推进银、金等优质贵金属原生矿产资源项目的并 购。随着银价上涨，公司净利润转好，用于并购与投资建设的现金流有望增厚，未来产量的成长空间有 望打开。 白银：是逼仓？还是价值回归？ 结论先置：不是逼仓，而是贵金属牛市下价值回归。如果是逼仓，那么白银远月和近月的合约价格差应 该很明显。但目前来看，白银期货的升贴水幅度并不大，因此本轮的白银上涨并不 ...