Group 1 - The company has been questioned by investors regarding the delay in announcing the acquisition of the Nimu Copper Mine equity and the resumption plans [1] - Tibet Mining (000762.SZ) responded on February 9 that Nimu Copper Industry is a subsidiary of its controlling shareholder [1]

Core Viewpoint - The company, Tibet Mining (000762.SZ), has clarified its chromium ore expansion target in response to investor inquiries, indicating that the approved mining capacity is currently set at 150,000 tons per year, with potential expansion subject to regulatory approval [2]. Group 1 - The company currently holds mining rights for the southern part of the Robsha 1 mining group and the Robsha mining area [2]. - The approved scale for mining rights is 150,000 tons per year, which may be expanded based on the approval from higher authorities [2].

Group 1 - The core viewpoint of the article indicates that the company's main products, lithium concentrate and ferrochrome, have experienced a decline in both sales volume and price compared to the same period last year due to changes in production and resource endowment [2] - The company is currently in a capacity ramp-up phase following the commissioning of the Zabuye Phase II project, which has resulted in an inability to release production capacity [2] - As a consequence of the aforementioned factors, the company is projected to incur losses in the fiscal year 2025 [2]

证券日报网讯 2月5日，西藏矿业在互动平台回答投资者提问时表示，公司会按照相关法律法规的要求 及时履行信息披露义务，在规则范围内向市场及投资者披露相关信息。 （文章来源：证券日报） ...

Group 1 - The A-share market saw a collective decline in lithium mining stocks, with major companies like Ganfeng Lithium, Tianqi Lithium, and others dropping over 4% [1] - The main contract for lithium carbonate experienced a significant drop of 6%, priced at 139,640 yuan per ton [1] Group 2 - Ganfeng Lithium (002460) decreased by 4.94%, with a total market value of 133.8 billion yuan and a year-to-date increase of 1.49% [2] - Tianqi Lithium (002466) fell by 4.87%, holding a market capitalization of 82.4 billion yuan and a year-to-date decline of 9.39% [2] - Zhongmin Resources (002738) saw a decline of 4.60%, with a market value of 57.6 billion yuan and a year-to-date increase of 1.59% [2] - Dongyangguang (600673) dropped by 4.58%, with a market capitalization of 84.6 billion yuan and a year-to-date increase of 25.32% [2] - Tianhua New Energy (300390) decreased by 4.37%, with a market value of 38.9 billion yuan and a year-to-date decline of 14.28% [2] - Other companies such as Guocheng Mining, Rongjie Co., and Yahua Group also experienced declines ranging from 3% to 4% [2]

Group 1 - The energy metals sector increased by 4.02% on February 3, with Boqian New Materials leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] - Key stocks in the energy metals sector showed significant price increases, with Boqian New Materials rising by 8.49% to a closing price of 91.00 [1] Group 2 - The main capital inflow in the energy metals sector was 77.59 million yuan, while retail investors saw a net inflow of 17 million yuan [1] - Boqian New Materials had a net inflow of 71.92 million yuan from main capital, with a 5.07% share of the total [2] - Retail investors showed a net outflow of 1.12 billion yuan from Shengxin Lithium Energy, despite a net inflow of 68.88 million yuan from main capital [2]

在近日举办的"筑基强国路——中国制造'十四五'成就展"上，一件件凝聚创新智慧的展品、一组组彰显 发展成效的数据，都在展示着石化化工等制造业五年来的奋进与蜕变——高端制造频获突破、新材料向 高端化跃升、工业机器人向智能化进阶。 石化装备技术亮点纷呈 "十四五"期间，我国石化化工行业在重点技术、重大装备领域取得显著成就。 在海洋工程装备展区，一批油气领域的国之重器引起观众驻足。"梦想号"大洋钻探船能够进行全球海域 无限航区作业，拥有1.1万米深海能源资源钻探能力。JSD6000深水起重铺管船可在3000米超深水海域进 行海上油气铺管作业，范围覆盖全球主要海域。"深海一号"能源站搭载近200套关键油气处理设备，全 球首创半潜平台立柱储油，最大储油量近2万立方米，实现了凝析油生产、存储和外输一体化功能。 "海葵一号"则以数字化赋能海洋开发。作为集成海洋一体化监测、数据集成等多系统的圆筒型浮式生产 储卸油装置，"海葵一号"最大储油量达6万吨。不仅如此，它在国内首次采用新型天然气脱硫装置和双 燃料发电机，利用油田伴生气提升了海上油田绿色节能水平。 走到能源装备展区，国内首台拥有自主知识产权的110兆瓦级重型燃气轮机"太行 ...

Market Overview - The lithium mining sector experienced a collective adjustment on January 30, with the sector dropping over 6%, and companies like Jinyuan Co., Weiling Co., Western Mining, and Tibet Mining seeing declines exceeding 9% [1] - On the same day, lithium carbonate futures continued to decline, with the main contract LC2605 falling by 10.99% to close at 148,200 yuan/ton [1] Supply and Demand Dynamics - The lithium carbonate market has maintained a tight balance between supply and demand due to factors such as production halts, continued subsidies for electric vehicles, and strong energy storage orders [3] - As of January 30, the weekly production of lithium carbonate was 21,569 tons, a decrease of 638 tons from the previous week, while demand remained robust, particularly in energy storage batteries [3] - The market is experiencing a de-stocking trend, with a weekly reduction of 1,414 tons in lithium carbonate inventory [3] Regulatory Environment - The Guangxi Futures Exchange has implemented strict market supervision measures in response to recent price volatility, emphasizing the importance of risk management and compliance among trading firms [5] - The exchange has taken action against clients who exceeded trading limits in lithium carbonate futures, signaling a strong stance against market manipulation [5] - Analysts believe that the recent regulatory measures aim to cool speculative trading without significantly impacting legitimate hedging needs of real enterprises [6] Market Sentiment - Current market sentiment has noticeably cooled, with lithium carbonate prices showing weakness and expected to fluctuate at high levels until new driving factors emerge [3] - The recent price decline is viewed as a correction of previously excessive optimism, with regulatory bodies preferring to respect market self-regulation mechanisms [7][8]

Core Viewpoint - The company is currently producing a small amount of rubidium and cesium mixed salt from the Zabuye Phase II project, which does not yet meet the conditions for external sales [1] Group 1 - The Zabuye Phase I project only extracts lithium concentrate, while other resources are returned to the salt lake with the tail brine [1] - The company plans to recover these resources through the Phase II project for comprehensive utilization, ensuring no resource waste [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 股票代码：000762 股票简称：西藏矿业 编号：临2026-001 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。 一、本期业绩预计情况 1.业绩预告期间:2025年1月1日至2025年12月31日 2.业绩预告情况:预计净利润为负值 1.报告期内，公司主要产品锂精矿、铬铁矿受产量和资源禀赋变化影响，销量和售价较去年同期出现下 滑； 2.扎布耶二期投产后尚处在产能爬坡阶段，产能未能释放。 四、风险提示 报告期内，公司生产经营活动正常。根据《深圳证券交易所股票上市规则》第9.3.1条"上市公司出现下 列情形之一的，交易所对其股票交易实施退市风险警示:(一)最近一个会计年度经审计的利润总额、净利 润、扣除非经常性损益后的净利润三者孰低为负值，且扣除后的营业收入低于3亿元"的规定，如果公司 经审计的2025年度财务数据触及上述规定的指标，公司股票交易可能在2025年年度报告披露后被实施退 市风险警示(股票简称前冠以"*ST"字样)。经初步判断，预计2025年度扣除后营业收入超过3亿元，本次 业绩预告亏损但暂未触及退 ...