Core Viewpoint - The discovery of the Asian lithium belt is expected to have a positive impact on the company's future development, particularly in securing stable lithium resources from the Zabuye salt lake [2]. Group 1 - The Zabuye salt lake provides the company with a long-term and stable lithium resource guarantee [2]. - The company is actively advancing the progress of its Phase II project [2].

西藏矿业（000762.SZ）9月18日在投资者互动平台表示，公司没有银川公司。目前白银扎布耶公司还在 挂牌中，公司重大事项，请以公司的公告为准。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司银川公司处理进展如何？未来有何新的规划？ ...

Market Overview - On September 18, the energy metals sector declined by 1.29%, with Tibet Mining leading the drop [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] Individual Stock Performance - Tibet Mining (000762) closed at 21.91, down 4.11% with a trading volume of 213,900 shares [1] - Rongjie Co. (002192) closed at 34.96, down 4.01% with a trading volume of 114,900 shares [1] - Blue Electric Mining (600711) closed at 8.40, down 4.00% with a trading volume of 1,290,200 shares [1] - Ganfeng Lithium (002460) closed at 48.02, down 3.86% with a trading volume of 983,400 shares [1] - Tianqi Lithium (002466) closed at 43.15, down 3.66% with a trading volume of 508,200 shares [1] - Other notable declines include Sai Rui Drilling (300618) down 3.47% and Shengxin Lithium Energy (002240) down 3.35% [1] Capital Flow Analysis - The energy metals sector experienced a net outflow of 1.765 billion yuan from main funds, while retail funds saw a net inflow of 1.286 billion yuan [1] - Notable net inflows from retail investors were observed in Tibet Mining and Cangge Mining, with 28.16 million yuan and 58.10 million yuan respectively [2] - Conversely, significant net outflows from main funds were recorded for Rongjie Co. and Tibet Mining, with 30.47 million yuan and 35.79 million yuan respectively [2]

Core Viewpoint - The company holds a 7.14% stake in Tianfu Commodity Exchange Co., Ltd. and has not disclosed any plans for industry consolidation [1] Group 1 - The company confirmed its ownership of a 7.14% stake in Tianfu Commodity Exchange Co., Ltd. [1] - The company advised stakeholders to refer to official announcements for significant matters [1]

Core Viewpoint - Tibet Mining (000762.SZ) emphasizes the long-term stable lithium resource assurance provided by the Zabuye Salt Lake and is actively advancing the progress of its Phase II project [1] Company Summary - Tibet Mining is focusing on the Zabuye Salt Lake for its lithium resource needs, which is crucial for its operations [1] - The company is currently making efforts to push forward the development of its Phase II project [1]

Core Viewpoint - The company is facing challenges in the production timeline of the Zabuye Phase II lithium extraction project, which has been in development since 2011 and has not yet reached full production despite previous updates indicating a 95% completion status in both 2024 and 2025 [2]. Group 1 - The Zabuye lithium extraction project features a "one lake, one process" characteristic, indicating a unique approach to resource extraction [2]. - The project is located in a high-altitude area, which presents various objective challenges that can affect its development [2]. - The Zabuye Phase II project is currently in the trial production stage, with formal production contingent upon meeting all technical, safety, and operational standards [2].

Market Overview - On September 17, the energy metals sector rose by 0.63% compared to the previous trading day, with Boqian New Materials leading the gains [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Stock Performance - Boqian New Materials (605376) closed at 56.52, with a gain of 4.40% and a trading volume of 132,400 shares, amounting to a transaction value of 746 million yuan [1] - Other notable performers included: - Ganfeng Lithium (002460) at 49.95, up 3.42% with a volume of 951,100 shares [1] - Shengxin Lithium Energy (002240) at 18.53, up 2.49% with a volume of 296,000 shares [1] - Yongxing Materials (002756) at 35.16, up 0.80% with a volume of 76,600 shares [1] - Tianqi Lithium (002466) at 44.79, up 0.67% with a volume of 438,800 shares [1] Capital Flow - The energy metals sector experienced a net outflow of 108 million yuan from institutional investors, while retail investors saw a net inflow of 19.53 million yuan [2] - The capital flow for key stocks included: - Ganfeng Lithium had a net inflow of 238 million yuan from institutional investors [3] - Shengxin Lithium Energy saw a net inflow of 65.21 million yuan from retail investors [3] - Boqian New Materials had a net inflow of 44.15 million yuan from institutional investors [3] Summary of Key Stocks - Ganfeng Lithium (002460) had a significant net outflow from retail investors amounting to 273 million yuan [3] - Shengxin Lithium Energy (002240) faced a net outflow of 35.20 million yuan from retail investors [3] - Tianqi Lithium (002466) experienced a net outflow of 17.93 million yuan from institutional investors [3]

Core Viewpoint - The company is leveraging its resources, policies, state-owned enterprise background, and technological advantages to expand its development potential in the lithium and chromium resource sectors while enhancing its core competitiveness and profitability for sustainable growth [1] Group 1 - The company is actively developing lithium and chromium resources [1] - The company emphasizes the importance of operational management to improve competitiveness [1] - The company aims for sustainable and healthy development through various strategies [1]

Core Viewpoint - Tibet Mining's stock price has shown fluctuations, with a recent decline of 2.04% and a year-to-date increase of 5.45%, indicating volatility in market performance [1][2]. Financial Performance - For the first half of 2025, Tibet Mining reported a revenue of 134 million yuan, a significant year-on-year decrease of 65.91%, and a net profit attributable to shareholders of -15.30 million yuan, reflecting a decline of 113.78% [2]. - Cumulative cash dividends since the A-share listing amount to 414 million yuan, with 329 million yuan distributed over the past three years [3]. Shareholder Information - As of September 10, 2025, the number of shareholders for Tibet Mining is 115,800, a decrease of 1.20% from the previous period, while the average circulating shares per person increased by 1.22% to 4,498 shares [2]. - Major shareholders include Southern CSI 1000 ETF, which increased its holdings by 720,600 shares, and Hong Kong Central Clearing Limited, which raised its stake by 1,169,600 shares [3]. Market Activity - On September 16, 2025, Tibet Mining's stock traded at 22.62 yuan per share, with a total market capitalization of 11.789 billion yuan and a trading volume of 153 million yuan [1]. - The stock has experienced a 1.65% decline over the last five trading days, a slight increase of 0.09% over the past 20 days, and a notable rise of 17.87% over the last 60 days [1].

证券日报网讯西藏矿业（000762）9月15日在互动平台回答投资者提问时表示，截至2025年9月10日公司 股东总户数为115782户。 ...