（文章来源：证券日报） 证券日报网讯 12月8日晚间，盛达资源发布公告称，公司拟以现金50，000.00万元收购代洪波、宋和 明、梁正斌合计持有的伊春金石矿业有限责任公司（以下简称"金石矿业""标的公司"）60%股权，本次 交易完成后，金石矿业将成为公司的控股子公司。 ...

Core Viewpoint - The acquisition of a 60% stake in Yichun Jinshi Mining Co., Ltd. by Shengda Resources highlights a strategic move to enhance its copper resource portfolio, particularly in the context of China's high dependence on imported copper resources, which stands at over 80% [1][2]. Group 1: Acquisition Details - Shengda Resources announced the acquisition of a 60% stake in Yichun Jinshi Mining, with the core asset being the 460 Gaodi project in Heilongjiang Province, which has a proven copper metal amount of 1.54 million tons [1][2]. - The 460 Gaodi project is identified as a large porphyry-type deposit, with an estimated total ore volume of 1 billion tons, equivalent to 3.9 million tons of copper [2]. Group 2: Strategic Importance - The acquisition is part of Shengda Resources' strategy to strengthen its position in the domestic copper resource supply chain, especially given the global tightening of copper supply and increasing uncertainties in overseas copper mining [2][4]. - The project is expected to have significant economic benefits due to its large resource scale and favorable mining conditions, indicating potential for low-cost large-scale development [2][3]. Group 3: Future Growth Potential - This acquisition aligns with Shengda Resources' "Silver Leader, Gold and Copper Wings" strategy, enhancing its resource base in copper, silver, and gold, which is crucial for future growth [3]. - The company is also focusing on expanding its silver and gold production through other projects, which will contribute to long-term sustainability and profitability [3]. Group 4: Industry Context - Copper is increasingly recognized as a critical material in the global energy transition, with demand projected to grow by over 40% by 2040 according to the International Energy Agency [4]. - The current rise in copper prices is supported by strong supply-demand fundamentals, positioning copper as a vital resource in the context of the energy transition and technological advancements [4].

北京商报讯（记者 马换换）12月8日晚间，盛达资源（000603）披露公告称，公司拟以现金5亿元收购 代洪波、宋和明、梁正斌合计持有的伊春金石矿业有限责任公司（以下简称"金石矿业"）60%股权。本 次交易完成后，金石矿业将成为公司的控股子公司。 公告显示，金石矿业的核心资产为黑龙江省大兴安岭新林区460 高地岩金矿勘探的探矿权。 具体来看，盛达资源拟以2.6425亿元收购代洪波持有的金石矿业31.71%股权，以2.1275亿元收购宋和明 持有的金石矿业25.53%股权，以2300万元收购梁正斌持有的金石矿业2.76%股权。 ...

460高地岩金矿探矿权矿区圈出矿化蚀变带3条，I号为铜钼矿化蚀变带，II、III号为金矿化蚀变带。I号 铜钼矿带位于探矿权矿区的中北部，为大型斑岩铜钼矿床，Ⅰ号铜钼矿带的Ⅰ-1号主矿体和18条从属矿 体(Ⅰ-2~Ⅰ-8、Ⅰ-11~Ⅰ-14、Ⅰ-16、Ⅰ-17、Ⅰ-19~Ⅰ-22、Ⅰ-25)的资源量估算结果已通过评审备案。 Ⅰ号铜钼矿带的探矿权拟转为采矿权，Ⅱ、Ⅲ号金矿带仍在勘探中。 智通财经APP讯，盛达资源(000603.SZ)公告，公司拟以现金5亿元收购代洪波、宋和明、梁正斌合计持 有的伊春金石矿业有限责任公司(简称"金石矿业")60%股权。交易完成后，金石矿业将成为公司的控股 子公司。金石矿业的核心资产为黑龙江省大兴安岭新林区460高地岩金矿勘探的探矿权。 据悉，本次交易符合公司战略规划，有助于提高公司优质矿产资源储备，增强公司市场竞争力和可持续 发展能力。 ...

Core Viewpoint - The company intends to acquire a 60% stake in Yichun Jinshi Mining Co., Ltd. for a cash consideration of 500 million yuan, which will make Jinshi Mining a subsidiary of the company [1] Group 1: Acquisition Details - The acquisition involves cash payment of 500 million yuan for the stake held by Dai Hongbo, Song Heping, and Liang Zhengbin [1] - Post-transaction, Jinshi Mining will become a controlling subsidiary of the company [1] Group 2: Asset Information - Jinshi Mining's core asset is the exploration rights for the 460 Gaodi Gold Mine located in the Xinlin District of Daxing'anling, Heilongjiang Province [1] - The exploration area includes three mineralized alteration zones: Zone I (copper-molybdenum), Zone II, and Zone III (gold) [1] - Zone I contains a large porphyry copper-molybdenum deposit, with resource estimates for the main and subordinate ore bodies having been reviewed and filed [1] Group 3: Strategic Implications - The transaction aligns with the company's strategic planning and aims to enhance its reserve of quality mineral resources [1] - The acquisition is expected to strengthen the company's market competitiveness and sustainable development capabilities [1]

Group 1 - The company plans to acquire a 60% stake in Jinshi Mining for a total cash consideration of 500 million yuan, enhancing its mineral resource reserves and profitability [1][2] - The acquisition involves purchasing 31.71% from Dai Hongbo for 264.25 million yuan, 25.53% from Song Heping for 212.75 million yuan, and 2.76% from Liang Zhengbin for 23 million yuan [1] - After the transaction, Jinshi Mining will become a subsidiary of the company, with its core asset being the 460 Gaodi Rock Gold Mine exploration rights [1][2] Group 2 - The 460 Gaodi Rock Gold Mine exploration rights include one copper-molybdenum belt and two gold belts, with the copper-molybdenum belt expected to be converted to mining rights [2] - The transaction aligns with the company's strategic planning, enhancing its quality mineral resource reserves and market competitiveness [2] - The completion of the transaction is not expected to significantly impact the company's normal operations, but will positively affect its future financial status and operational results once the mine is operational [2]

证券代码：000603 证券简称：盛达资源 公告编号：2025-074 盛达金属资源股份有限公司 关于收购伊春金石矿业有限责任公司 60%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 50,000.00 万 元收购代洪波、宋和明、梁正斌合计持有的伊春金石矿业有限责任公司（以下简 称"金石矿业"、"标的公司"）60%股权（以下简称"标的资产"）。本次交 易完成后，金石矿业将成为公司的控股子公司。 2、金石矿业的核心资产为黑龙江省大兴安岭新林区 460 高地岩金矿勘探的 探矿权（以下简称"460 高地岩金矿探矿权"），460 高地岩金矿探矿权矿区圈 出矿化蚀变带 3 条，I 号为铜钼矿化蚀变带，II、III 号为金矿化蚀变带。I 号铜钼 矿带位于探矿权矿区的中北部，为大型斑岩铜钼矿床，Ⅰ号铜钼矿带的Ⅰ-1 号主 矿体和 18 条从属矿体（Ⅰ-2~Ⅰ-8、Ⅰ-11~Ⅰ-14、Ⅰ-16、Ⅰ-17、Ⅰ-19~Ⅰ-22、 Ⅰ-25）的资源量估算结果已通过评审备案。Ⅰ号铜钼矿带的探矿权拟转为 ...

本议案在公司董事会审议前，已经公司董事会战略委员会审议通过，并同意 提交公司董事会审议。 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 于收购伊春金石矿业有限责任公司 60%股权的公告》（公告编号：2025-074）。 二、备查文件 证券代码：000603 证券简称：盛达资源 公告编号：2025-073 盛达金属资源股份有限公司 第十一届董事会第十三次会议决议公告 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 2025 年 12 月 8 日以通 讯表决方式召开了第十一届董事会第十三次会议，本次会议通知于 2025 年 12 月 5 日以邮件等方式发出。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《关于收购伊春金石矿业有限责任公司 ...

盛达资源公告，拟以现金5亿元收购代洪波、宋和明、梁正斌合计持有的伊春金石矿业有限责任公司 60%股权。交易完成后，金石矿业将成为公司的控股子公司。金石矿业的核心资产为黑龙江省大兴安岭 新林区460高地岩金矿勘探的探矿权。 ...

Core Viewpoint - The average increase of silver concept stocks has reached 79.24% this year, significantly outperforming the Shanghai Composite Index during the same period [1] Group 1: Stock Performance - Six silver concept stocks, including Xingye Yinxin, Huayu Mining, Shengda Resources, Pengxin Resources, Zijin Mining, and Chifeng Gold, have seen their annual growth rates double [1] - As of December 5, 2023, 13 silver concept stocks have a rolling price-to-earnings (P/E) ratio below 30, with companies like Yuguang Gold Lead, Zhuhai Group, Zijin Mining, and Western Mining having P/E ratios below 20 [1] Group 2: Valuation Levels - Yuguang Gold Lead has the lowest rolling P/E ratio at 15.04, indicating a potentially attractive valuation [1] - In the first three quarters of this year, Yuguang Gold Lead reported a net profit of 621 million yuan, reflecting a year-on-year growth of 11.99% [1] Group 3: Capital Flow - As of December 5, 2023, four silver concept stocks have seen net financing purchases exceeding 100 million yuan since December, including Yunnan Copper, Xingye Yinxin, Chifeng Gold, and Tongling Nonferrous Metals [1]