【私募调研记录】诚盛投资调研中矿资源

Group 1 - The core viewpoint of the news highlights the recent performance and strategic initiatives of Zhongkuang Resources, which reported a revenue of 326,672.53 million yuan in the first half of 2025, marking a year-on-year increase of 34.89%, while net profit decreased by 81.16% to 8,912.89 million yuan [1] - The rare light metal segment, particularly cesium and rubidium, showed strong performance with revenue reaching 708 million yuan, a year-on-year growth of 50.43%, and gross profit of 511 million yuan, also up by 50.15% [1] - In the lithium battery new energy sector, the company sold 17,869 tons of lithium salt, reflecting a year-on-year increase of 6.37%, and also sold 34,834 tons of self-produced lithium spodumene [1] - The company has initiated a technical transformation project for an annual production capacity of 30,000 tons of high-purity lithium salt [1] - In the copper and germanium business, Zhongkuang Resources acquired a 65% stake in the Kitumba copper mine project in Zambia and a 98% stake in the Tsumeb project in Namibia, launching integrated projects and multi-metal recycling projects [1] - The company aims to deepen its resource and cost advantages in lithium battery new energy and build a multi-metal mineral resource pool to enhance global resource allocation capabilities [1] Group 2 - Beijing Chengsheng Investment Management Co., Ltd. was established in November 2004 and is a member of the China Securities Investment Fund Industry Association, recognized with multiple awards in the private equity sector [2] - The firm focuses on domestic securities market investment and consulting services, relying on a professional research team and emphasizing in-depth fundamental research [2] - Since its inception, the company has experienced two complete market cycles, maintaining excellent long-term management performance and growing its management scale [2] - Chengsheng Investment adheres to the principles of "integrity, stability, and win-win," aiming to share the development opportunities of the securities market with clients, employees, and shareholders [2]