通过天眼查大数据分析，大中矿业股份有限公司共对外投资了25家企业，参与招投标项目1383次，知识 产权方面有商标信息1条，专利信息126条，此外企业还拥有行政许可41个。 来源：金融界 大中矿业最新一期业绩显示，截至2025中报，公司营业总收入19.72亿元、同比减少0.07%，归属净利润 4.06亿元，同比减少12.32%，扣非净利润4.00亿元，同比减少12.66%，流动比率0.391、速动比率 0.228、资产负债率59.82%。 天眼查商业履历信息显示，大中矿业股份有限公司，成立于1999年，位于巴彦淖尔市，是一家以从事其 他采矿业为主的企业。企业注册资本150802.1588万人民币，实缴资本150802.1588万人民币。公司法定 代表人为林圃生。 金融界消息 截至2025年8月25日收盘，大中矿业（001203）报收于12.13元，上涨0.41%，换手率 1.57%，成交量20.27万手，成交金额2.47亿元。 资金流向方面，今日主力资金净流出2636.40万元，占比成交额10.65%。其中，超大单净流出1882.87万 元、占成交额7.61%，大单净流出753.52万元、占成交额3.05%，中 ...

| 证券代码：001203 | 证券简称：大中矿业 | 公告编号：2025-108 | | --- | --- | --- | | 债券代码：127070 | 债券简称：大中转债 | | 大中矿业股份有限公司 关于全资子公司为公司提供担保的进展公告 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、大中矿业股份有限公司（以下简称"公司"）及子公司累计对外担保余 额为 493,713.95 万元（包含本次担保金额），占公司最近一期经审计净资产的 75.81%。 2、公司及子公司未对合并报表范围外的公司提供担保。 3、公司及子公司未发生逾期担保、涉及诉讼的担保及因担保被判决败诉而 应承担损失的情况。 一、担保情况概述 公司分别于 2025 年 4 月 18 日、2025 年 5 月 9 日召开第六届董事会第十一 次会议和 2024 年度股东大会，审议通过了《关于公司及子公司 2025 年度对外担 保额度预计的议案》，同意公司及子公司根据正常生产经营的资金需求，2025 年度公司为子公司提供担保、子公司为公司提供担保额度总计不超过 437,000 万元 ...

Investment Rating - The report maintains an "Overweight" rating for the steel industry [5]. Core Viewpoints - Demand is expected to gradually bottom out, and the supply side is beginning to show signs of market-driven clearance, indicating a potential recovery in the steel industry's fundamentals [3][4]. - The report anticipates that if supply policies are implemented, the speed of supply contraction will accelerate, leading to a quicker upward trend in the industry [3]. Summary by Sections Steel Market Overview - The apparent consumption of five major steel products reached 8.5299 million tons, an increase of 2.64% week-on-week [24]. - The total steel inventory was 14.4104 million tons, with a week-on-week increase of 2.25% [11]. - The operating rate of blast furnaces in 247 steel mills was 83.36%, a decrease of 0.23 percentage points week-on-week [28]. Production and Profitability - The total steel production was 8.7806 million tons, an increase of 0.73% week-on-week [30]. - The average gross profit for rebar was 243.7 CNY/ton, down 13.4% week-on-week, while hot-rolled coil gross profit was 201.7 CNY/ton, down 13.5% week-on-week [35]. Demand and Supply Dynamics - The report notes a decline in real estate demand, but infrastructure and manufacturing sectors are expected to maintain stable growth [3]. - Steel exports from China maintained a year-on-year growth of 9.2% in the first half of the year [3]. Raw Material Prices - Iron ore prices decreased, with the spot price dropping to 765 CNY/ton, a decline of 1.54% [42]. - Coking coal prices remained stable at 1430 CNY/ton, while coking prices increased to 1660 CNY/ton, a rise of 3.11% [42]. Recommendations - The report recommends focusing on leading companies with technological and product structure advantages, such as Baosteel and Hesteel, as well as companies with low valuations and high dividends like CITIC Special Steel [3].

Group 1: Market Overview - Lithium carbonate prices have shown a fluctuating pattern, with the main futures contract closing at 79,000 yuan/ton on August 22, down 4.41% for the day and 9.14% for the week, reflecting a decrease of 7,940 yuan [1][2] - The average daily trading volume for lithium carbonate futures decreased by 11% week-on-week to 1.18 million contracts, while the average daily open interest remained stable at 850,000 contracts, indicating sustained market activity despite price fluctuations [2] Group 2: Supply and Production Insights - Despite concerns over supply disruptions, the overall supply of lithium carbonate remains ample, with the China Nonferrous Metals Industry Association's lithium division noting that the market fundamentals have not changed significantly [2][3] - In July, lithium carbonate production increased by 4.2% month-on-month to approximately 73,000 tons, while lithium salt production equivalent to lithium carbonate (LCE) rose by 2.0% to about 103,000 tons [3] Group 3: Company Developments - Dazhong Mining announced plans for its Hunan Jijieshan lithium mine, with a projected production of 20,000 tons set to commence in 2026, following the completion of necessary mining permit applications [4] - Cangge Mining reported that its mining license expired on August 9, but it is currently undergoing substantive review by the Ministry of Natural Resources, with plans to maintain its annual production target of 11,000 tons [5] - Yichun Silver Lithium is set to resume operations after a maintenance period, with an expected supply increase of up to 1,000 tons per month, although this is considered limited in the short term [6]

Core Viewpoint - Dazhong Mining (001203) has completed the approval process for resource reserves assessment and development plans for its lithium mines in Hunan and Sichuan, ensuring compliance with regulations [1] Group 1: Project Development - The mining license for the Hunan lithium mine is currently being processed normally by the Ministry of Natural Resources [1] - Dazhong Mining plans to complete the first phase of the Hunan lithium mine project, with a capacity of 20,000 tons, by 2026, and expects to generate by-product revenue in the first half of 2025 [1] - The Sichuan lithium mine is expected to achieve by-product ore output and sales this year, contributing to new profit growth for the company [1]

Group 1 - The core viewpoint of the article is that Dazhong Mining (SZ 001203) has engaged with investors through a research meeting, highlighting its business focus and revenue structure [2][3] - Dazhong Mining's revenue for the first half of 2025 is predominantly from the iron ore mining sector, accounting for 99.7% of total revenue, with other businesses contributing only 0.3% [2]

Group 1: Company Overview - The company is named Dazhong Mining Co., Ltd., with stock code 001203 and bond code 127070 [1][2]. Group 2: Investor Relations Activity - The investor relations activity was held on August 21, 2025, via Tencent Meeting, with participation from various securities firms and funds [2]. - Key company representatives included Chairman Niu Guofeng, CFO Zou Qingli, and Secretary of the Board Lin Puzheng [2]. Group 3: Lithium Mining Progress - The company is progressing with the mining license for the Hunan Jijiao Mountain lithium mine, with the application currently under review by the Ministry of Natural Resources [2][5]. - The company plans to complete the first phase of the Hunan lithium mine project, with a capacity of 20,000 tons, by 2026 [5]. - The Sichuan Jiada lithium mine has an estimated lithium equivalent of 148.42 thousand tons, exceeding expectations, with drilling completed over 15,100 meters and a 95% discovery rate [6]. Group 4: Financial Performance - For the first half of 2025, the company reported revenue of 1.972 billion CNY, with iron concentrate contributing 1.402 billion CNY and pellets 404 million CNY [4]. - Net profit for the same period was 406 million CNY, a decrease of 12.32% year-on-year, attributed to a 14.53% drop in the Platts index [4]. - The average selling price of iron concentrate was 827 CNY/ton, down 11.61% year-on-year, but still outperforming market benchmarks [4]. Group 5: Cost Management and Production - The company has successfully completed the pilot test of the sulfuric acid lithium extraction process, addressing key equipment and process issues [3][7]. - The production cost advantages from by-products like potassium sulfate and hydrofluoric acid are being evaluated, with potential revenue to offset production costs [7]. Group 6: Market Outlook - The iron ore market is expected to remain stable, supported by national infrastructure projects, despite potential impacts from the commissioning of the Ximangdu iron mine [6].

证券之星消息，8月21日冶钢原料板块较上一交易日上涨0.22%，金岭矿业领涨。当日上证指数报收于 3771.1，上涨0.13%。深证成指报收于11919.76，下跌0.06%。冶钢原料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000655 | 金岭矿业 | 9.17 | 2.34% | 25.89万 | 2.36 Z | | 601121 | 宝地矿业 | 6.70 | 0.60% | 14.72万 | 9820.30万 | | 600516 | 方大炭素 | 4.92 | 0.41% | 29.09万 | 1.43亿 | | 600295 | 鄂尔多斯 | 10.19 | 0.39% | 9.90万 | 1.01亿 | | 000923 | 河钢资源 | 14.45 | 0.14% | 8.60万 | 1.24亿 | | 696109 | 海南矿业 | 8.36 | 0.12% | 21.15万 | 1.77亿 | | 000629 | 钢钛股份 | 2.80 | ...

Core Points - The company reported a slight decrease in revenue, with total operating income at approximately CNY 1.97 billion, reflecting a decrease of 0.07% compared to the same period last year [1] - The net profit attributable to shareholders decreased by 12.90%, with basic and diluted earnings per share both at CNY 0.27 [1] - The company plans to repurchase shares using its own funds and a special loan for share repurchase, with a total repurchase amount not less than CNY 176.84 million [4][5] Financial Performance - Total assets increased by 5.28% year-on-year, reaching approximately CNY 16.23 billion [2] - The company’s debt-to-asset ratio was reported at 59.82%, up from 57.76% at the end of the previous year [3] - The EBITDA interest coverage ratio was 6.20, indicating a slight improvement from 5.81 in the previous year [3] Shareholder Information - The largest shareholder, Zhongxing Group, holds 46.40% of the shares, while other significant shareholders include Lin Lairong and Liang Xinyu [2] - The company has a total of 44,786 shareholders as of the report date [2] - The company repurchased 18,214,400 shares, accounting for 1.21% of the total share capital, with a maximum transaction price of CNY 11.23 per share [4] Corporate Governance - The company appointed a new financial director, Zou Qingli, following the retirement of the previous financial director [9] - The company has not experienced any changes in its controlling shareholder or actual controller during the reporting period [3] Strategic Developments - The company plans to simplify its cash dividend distribution conditions, increasing the proportion of profits distributed in cash from 20% to 40% [6] - The company terminated the investment agreement for the Yangzhong mineral processing and trading base project due to market changes and initiated the process to deregister its wholly-owned subsidiary involved in the project [10]

Group 1 - The sixth board meeting of Dazhong Mining Co., Ltd. was held on August 20, 2025, with all seven directors present, confirming compliance with relevant laws and regulations [1][2] - The board unanimously approved the agenda items with a voting result of 7 votes in favor, 0 against, and 0 abstentions [1][2] - The audit committee of the board reviewed and approved the proposals presented during the meeting [2] Group 2 - The company disclosed its half-year report summary on the same day, which can be accessed on the official website and various financial news outlets [1][2] - A special report on the use of raised funds for the first half of 2025 was also published, providing insights into the company's financial management [2]