Hainan Mining(SH:601969) Ge Long Hui A P P·2026-02-09 08:36Core Viewpoint - Hainan Mining (601969.SH) is planning to acquire control of Luoyang Fengrui Fluorine Industry Co., Ltd. through a combination of share issuance and cash payment, while also raising supporting funds [1] Group 1: Acquisition Details - The target company is located in Luanchuan County, Henan Province, focusing on the investment and development of fluorite mines, as well as the production and sales of fluorite products [1] - The main products include acid-grade fluorite powder, high-grade fluorite ore, and anhydrous hydrofluoric acid [1] Group 2: Industry Significance - Fluorite is an important mineral raw material in modern industry, widely used in aerospace, refrigeration, pharmaceuticals, electronics, machinery, and nuclear energy, significantly impacting national security, the economy, and social development [1] - The "National Mineral Resource Planning (2021-2025)" in China categorizes fluorite as a "strategic high-performance material mineral" [1] Group 3: Resource and Production Capacity - As of the end of 2025, the target company holds 8 mining rights, with a mineral resource reserve of 13.5 million tons and a mineral quantity of 6.35 million tons, averaging a grade of 47.07% [1] - The fluorite reserves and production capacity of the target company rank among the top in the country [1] Group 4: Strategic Implications - This transaction will expand the fluorite mining business segment of the listed company, enriching the variety of high-quality strategic minerals based on existing resource types [1] - The acquisition aligns with the company's focus on strategic resources in its main business layout and strategic planning, potentially enhancing the company's competitive edge and profitability [1]