港股异动 中国有色矿业(01258)高开逾5% 进一步收购哈萨克斯坦SM Minerals股本

Group 1 - The core viewpoint of the article highlights that China Nonferrous Mining (01258) experienced a significant stock price increase of over 5%, reaching HKD 15.15, with a trading volume of HKD 13.39 million [1] - On December 19, the company announced it holds 15% of the issued share capital of SM Minerals and has entered into a share purchase agreement to acquire 64,700 shares (55% of SM Minerals' issued share capital) for USD 89 million, which will increase its total holding to 70% post-transaction [1] - The current ore resource at the Bakala North mining area is 384 million tons, containing 1.58 million tons of copper with an average grade of 0.41%, and 940,000 tons of identified and controlled copper, accounting for approximately 60% [1] Group 2 - The company has completed fieldwork for supplementary exploration since July 2025, and further updates on copper and associated gold resources will be disclosed after resource estimation [2] - The preliminary construction scale for the project is set at an open-pit mining capacity of 14 million tons per year, with an expected annual production of copper concentrate containing approximately 45,000 tons of copper [2] - The Bakala South deposit is still in the early stages, with only inferred resources confirmed, and the company plans to complete feasibility studies and preliminary designs by 2027, start construction in 2027, and commence production in 2029 [2]