每经头条（nbdtoutiao）——20余省份机制电价揭晓！上海比山东高84%，浙江比辽宁高31%⋯⋯专家： 企业用电成本仍有下降空间 （记者 贾运可） 每经AI快讯，南矿集团发布公告称，2026年1月9日上午10:30~11:30，南矿集团接受华夏基金等投资者 调研，公司董事长兼总裁李顺山、董事会秘书缪韵参与接待，并回答了投资者提出的问题。 ...

南昌矿机集团股份有限公司投资者关系活动记录表 3. 公司海外市场的区域拓展优先级如何划分？各区域当前业务进展及规划是什 么？ 证券代码：001360 证券简称：南矿集团 答：公司海外拓展遵循清晰的区域优先级：非洲为第一优先级，已搭建初步 服务网络并与主要中资企业建立稳定合作，未来计划加密网点；俄罗斯及中亚为 第二优先级，已实现设备进入，后续着力培育本地服务能力；南美为第三优先级， 处于策略研究与前期开拓阶段；澳大利亚等成熟市场为第四优先级，将以完善高 端服务配套作为切入点。此外，在东南亚聚焦骨料等领域，在北美已实现向本土 高端客户的直接销售，正在探索后市场服务模式。 4. 公司海外业务的盈利水平如何？与国内业务相比，毛利率差异及定价策略是 什么？ 编号：2026-001 | 投资者关系 | 特定对象调研 分析师会议 媒体采访□业绩说明会 □新闻发布会 □路演 | | --- | --- | | 活动类别 | 活动 现场参观 □其他（请文字说明其他活动内容） | | | 华夏基金 韩霄 刘海泉 时赟凯 卢疆啸 | | 活动参与人 | 长江证券 臧雄 | | 员 | 华安证券 王璐 | | | 北京坤溪 ...

Group 1 - The company held a specific object research meeting on December 30, 2025, attracting eight institutions including Guangfa Securities and Zhongou Fund, with company executives participating in discussions [1] - The company signed a significant order worth 3 billion yuan for equipment needed for an iron ore project, with an expected operational period of 10 years and corresponding operational costs of approximately 3 billion yuan [2] - The company is focusing on a "light asset operation" strategy for overseas business, emphasizing technology output and after-market services rather than heavy asset factory construction [3] Group 2 - The Brownhill gold mine project in Zimbabwe serves as a benchmark for the company's overseas light asset cooperation, with expected revenue sharing of approximately 27.3 million USD from gold sales [4] - Future growth is anticipated through the implementation of the "Three Transformations and One Optimization" strategy and the "One Body and Two Wings" strategic layout, focusing on after-market business and overseas light asset expansion [5]

Group 1 - The company, Nanmin Group, announced that it will hold an investor meeting on December 30, 2025, from 9:30 to 11:30 AM, where it will accept inquiries from investors [1] - The meeting will be attended by the company's Vice President and Chief Financial Officer, Wen Jinsong, and the Secretary of the Board, Miao Yun, who will respond to questions from investors [1] Group 2 - The news highlights the release of the top ten financial news stories for 2025, indicating significant events categorized as safeguarding, fierce battles, changes, and rapid growth [1]

南昌矿机集团股份有限公司投资者关系活动记录表 证券代码：001360 证券简称：南矿集团 编号：2025-009 6. 为什么选择以"后市场"作为开拓海外市场的切入点？ 投资者关系 活动类别 特定对象调研 分析师会议 媒体采访□业绩说明会 □新闻发布会 □路演 活动 现场参观 □其他（请文字说明其他活动内容） 活动参与人 员 广发证券 汪家豪、张智林 星石投资 邱英伦、陈飞 中欧基金 黄宇超 天弘基金 周溪又 睿郡资产 毕慕超 同德磐石 徐俊逸 玖鹏资产 胡纪相 开思基金 王青云 时间 2025 年 12 月 30 日（周二） 上午 9:30~11:30 地点 公司行政楼四楼会议 406 形式 线下 上市公司接 待人员 副总裁兼财务总监 文劲松 董事会秘书 缪韵 交流内容及 具体问答记 录 投资者提出的问题及公司回复情况 公司就投资者在本次调研中提出的问题进行了回复： 1. 请问公司目前的海外发展战略及市场布局情况？ 答：公司坚持稳健经营的策略，目前未考虑在海外进行重资产的工厂建设， 以有效控制投资风险。海外业务聚焦轻资产运营模式，重点推进技术输出、市场 框架搭建和后市场服务。目前，公司的仓储物流与营销网络已 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 本次会议审议通过了以下议案： 1、审议通过《关于签订日常经营重大合同的议案》 表决结果：同意8票，反对0票，弃权0票。 具体内容详见公司同日在符合条件的信息披露媒体及巨潮资讯网（www.cninfo.com.cn）披露的《关于 签订日常经营重大合同的公告》（公告编号：2025-052）。 证券代码：001360 证券简称：南矿集团 公告编号：2025-051 南昌矿机集团股份有限公司 第二届董事会第十次会议决议公告 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。 一、董事会会议召开情况 南昌矿机集团股份有限公司（以下简称"公司"）第二届董事会第十次会议于2025年12月29日在公司会议 室以现场结合通讯表决方式召开，会议通知已于2025年12月25日以电话、微信等方式通知全体董事。本 次会议应出席会议董事8人，实际出席会议董事8人（其中李顺山先生、罗东先生、王继生先生、田添先 生以通讯方式出席）。本次会议由董事长李顺山先生主持，公司高级管理人员列席了本次会议。本次会 议的召集和召开符合《中华人民共和国公司法》和 ...

（编辑 楚丽君） 证券日报网讯 12月29日，南矿集团发布公告称，南矿集团第二届董事会第十次会议于2025年12月29日 召开，审议通过《关于签订日常经营重大合同的议案》《关于制定的议案》。 ...

Group 1: Metal Futures and Market Impact - Recent rapid increases in precious and industrial metal futures prices have led to heightened volatility risks, prompting the CME Group to raise margin requirements for trading metals including gold, silver, palladium, and lithium [1] - The new margin requirements, effective after the close of trading on the upcoming Monday, include a 10% increase for gold futures, approximately 13.6% for silver, and 23% for platinum [1] - Following the announcement, international metal futures prices experienced multiple rounds of declines, with gold prices falling below the $4500 per ounce mark, closing at $4497.9 per ounce, a decrease of 1.20% [1] Group 2: AI and Investment Insights - Jinglin Asset Management, a major private equity firm, has indicated that 2026 may mark the true beginning of the widespread adoption of AI Agents [1] Group 3: Fund and Market Adjustments - Guotou Silver LOF announced a temporary suspension of trading on December 30, 2025, to protect investor interests, with the possibility of extending the suspension if market price premiums do not decrease [2] Group 4: Airline Fuel Charges - Starting January 5, 2026, domestic airlines in China will reduce the fuel surcharge for passenger transport, with fees decreasing by 10 yuan for flights under 800 kilometers and 20 yuan for longer flights [3] Group 5: Energy and Technology Developments - The first 30MW pure hydrogen gas turbine has successfully achieved stable operation, marking a significant advancement in hydrogen power generation technology [3] - The Chinese government has confirmed the continuation of the "national subsidy" for consumer goods, which has significantly boosted the sales of mid-to-high-end products in recent years [4] Group 6: Corporate Changes and Developments - Financial adjustments include the appointment of Bi Chunhui as the deputy director of the research institute at Zheshang Securities [5] - Zero Run Technology's CEO confirmed that the company will maintain control by the founding team despite the investment from FAW [6] - China Software plans to sell 555 X86 servers and two properties to optimize idle assets [7] Group 7: Market Transactions and Contracts - Financial services firm Caitong Securities has received approval from the China Securities Regulatory Commission to publicly issue bonds totaling up to 150 billion yuan [8] - Southeast Network Frame has won an EPC project worth 8.87 billion yuan [11] - Shanxi Expressway intends to acquire a 15% stake in Shanxi Transportation Development Group for 74.8 million yuan [12] - Rima Precision's subsidiary has been designated as a supplier for a new energy vehicle project, with expected sales of approximately 1.342 billion yuan over its lifecycle [13] - Nankuang Group signed a 3 billion yuan equipment procurement contract for iron ore processing [14] - Guangdong Yuedian A's Dapu Power Plant's second phase has successfully commenced commercial operations [15] - China Energy Construction's subsidiary has won an EPC project worth approximately 6.864 billion yuan [16] Group 8: Stock Market Updates - ST Dongtong's stock will resume trading on December 30, 2025, entering a delisting preparation period [17] - The Shanghai Composite Index recorded a slight increase, marking a nine-day rise, while the Shenzhen Component Index experienced a decline [18][19]

南财智讯12月29日电，南矿集团公告，公司近日与岚县伟业选矿有限公司签订《岚县伟业460万吨/年选 矿项目设备采购及生产运营合同》。根据合同约定，在项目建设完成并经双方验收具备正常生产条件 后，公司将负责本项目选矿厂全流程运营（不含尾矿库运营），预计10年运营费用约为30.00亿元。合 同的履行预计将对公司未来年度的营业收入和营业利润产生积极影响。公司已就设备管理费、设备款支 付、运营服务费等事项与对方作出明确约定，并与交易对手方实际控制人签订了股权质押合同以保障债 权实现。 ...

伟业选矿委托公司负责本项目选矿厂全流程运营的期限为自项目建设完工，经双方验收具备生产条件并 移交公司运营之日起，至本项目具备运营条件的全周期;预计本项目运营10年的运营费用约为人民币30 亿元。 南矿集团(001360.SZ)发布公告，公司近日与岚县伟业选矿有限公司(以下简称"伟业选矿")签订《岚县伟 业460万吨/年选矿项目设备采购及生产运营合同》，伟业选矿向公司采购年加工矿石量>460万吨的铁矿 石项目所需设备，伟业选矿负责项目选矿厂、尾矿库等整体工程项目的建设工作，并约定在项目建设完 成并经双方验收具备正常生产条件后，按合同签订的委托运营约定，整体移交给公司负责本项目的选矿 厂全流程运营(不含尾矿库运营)，包括工程建设相关的一切资料。 ...