登录新浪财经APP 搜索【信披】查看更多考评等级 ■ 证券代码：001337 证券简称：四川黄金 公告编号：2025-034 四川黄金股份有限公司 关于调整部分募集资金投资项目 投资总额、内部投资结构的公告 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。 四川黄金股份有限公司（简称"本公司或公司"）第二届董事会第八次会议审议通过了《关于调整部分募 集资金投资项目投资总额、内部投资结构的议案》，同意调整梭罗沟金矿绿色矿山建设、梭罗沟金矿智 慧化矿山建设的投资总额、内部投资结构。该议案尚需提交股东会审议。现就具体情况公告如下： 一、募集资金基本情况 根据中国证券监督管理委员会《关于核准四川容大黄金股份有限公司首次公开发行股票的批复》（证监 许可〔2023〕270号），本公司由主承销商中信建投证券股份有限公司采用网下向询价对象配售与网上 资金申购定价发行相结合的方式，向符合资格的询价对象和在深圳证券交易所开立（A股）股票账户的 境内自然人、法人和证券投资基金等投资者发行人民币普通股（A股）6,000.00万股，发行价为每股人 民币7.09元，共计募集资金425,40 ...

本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投 资者应当到证监会指定媒体仔细阅读半年度报告全文。 所有董事均已出席了审议本报告的董事会会议。 非标准审计意见提示 □适用 √不适用 董事会审议的报告期利润分配预案或公积金转增股本预案 □适用 √不适用 公司计划不派发现金红利，不送红股，不以公积金转增股本。 登录新浪财经APP 搜索【信披】查看更多考评等级 一、重要提示 董事会决议通过的本报告期优先股利润分配预案 □适用 √不适用 二、公司基本情况 1、公司简介 ■ 2、主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 √否 ■ 3、公司股东数量及持股情况 公司报告期实际控制人未发生变更。 单位：股 ■ 持股5%以上股东、前10名股东及前10名无限售流通股股东参与转融通业务出借股份情况 □适用 √不适用 前10名股东及前10名无限售流通股股东因转融通出借/归还原因导致较上期发生变化 □适用 √不适用 4、控股股东或实际控制人变更情况 控股股东报告期内变更 □适用 √不适用 公司报告期控股股东未发生变更。 实际控制人报告期内变更 □适用 √不适用 5 ...

转自：草原云 八月，包头白云鄂博矿区的风掠过新栽的沙棘苗，智能喷淋系统在矿坡上织出薄薄水雾。8月19日，记 者在现场看到，不远处，矿坑深处电铲车精准作业，苜蓿草在修复后的边坡上连成绿浪。 白云鄂博矿区地质环境治理项目区。 内蒙古的矿山转型是一场刀刃向内的革命。作为国家能源与战略资源的"压舱石"，这里矿产种类丰富， 矿山数量众多，最多时达数千个，计划经济时期粗放的开发也留下了生态旧痕。而如今，398座绿色矿 山星罗棋布，数量跃居全国前列。从包钢白云鄂博铁矿覆土育新苗，到宝山矿业封闭车间内粉尘监测仪 闪烁，绿色变革已渗透至采矿的毛细血管。 包钢集团矿山治理项目。 转型的引擎是制度创新与科技赋能。内蒙古出台了关于进一步加强绿色矿山建设的通知，明确政府主 导、部门联动、企业主建、社会监督的绿色矿业发展机制，自治区13个部门联动构建"绿色矿山支持措 施"，9个部门协同强化小型矿山参照绿色矿山管理，九大行业地方标准精准落地。政策工具箱层层打 开：金融创新推出"绿色矿山治理贷"，资源、节能、环保等税务减免助力企业前行，科技资金直指绿色 开采技术痛点。赤峰吉隆矿业以6400万科技创新投入实现井下充填节水40%，包钢白云鄂博铁 ...

Core Viewpoint - The company reported a significant decline in revenue and net profit for the first half of 2025, primarily due to the coal industry's downturn, but demonstrated resilience through strategic adjustments and resource advantages [2] Group 1: Financial Performance - The company achieved revenue of 7.293 billion yuan and a net profit of 348 million yuan in the first half of 2025, representing year-on-year declines of 27.87% and 65.24% respectively [2] - The coal segment's revenue fell by 27.23%, with a gross margin decreasing to 39.08%, down 7.84 percentage points year-on-year, indicating significant pressure from both volume and price declines [3] - The chemical segment experienced a more severe decline, with revenue dropping by 42.74% and a negative gross margin of -8.39%, making it a major drag on overall performance [4] Group 2: Strategic Adjustments - The company has focused on optimizing its debt structure and green transformation, which highlights its long-term value potential [2] - The chemical segment has reduced loss-making capacity, decreasing its revenue contribution from 17.76% to 14.09%, while the building materials segment grew by 22.56%, with a gross margin increase of 3.79 percentage points to 13.82% [6] Group 3: Resource and Technological Advantages - The company holds over 70% of national protective scarce coal types, which are characterized by low ash, low sulfur, and high caking properties, ensuring stable demand despite market fluctuations [5] - Advanced mining technologies have improved production efficiency by over 15%, and the company has completed smart upgrades for 11 mines, resulting in lower energy consumption compared to industry averages [5] Group 4: Debt and Financing Strategy - The company has initiated the resumption of operations at Shanxi Jieneng Qinglong Coal Industry to enhance resource integration efficiency [7] - By issuing medium-term notes with interest rates between 2.39% and 3.34%, the company has replaced high-interest debt, reducing financing costs and aligning long-term projects with its transformation needs [7]

Core Viewpoint - Jiangxi Naipu Mining Machinery Co., Ltd. is issuing convertible bonds to unspecified investors, aiming to raise funds for business expansion and development in the mining machinery sector, particularly in response to increasing global demand for mining equipment and materials [1][12]. Group 1: Issuance Details - The company is issuing convertible bonds with a total amount not exceeding 4.5 billion yuan [1]. - The bonds have been rated A+ by Zhongzheng Pengyuan, indicating a stable credit outlook [1][2]. - The issuance complies with relevant regulations and does not provide any guarantees, increasing investment risk [1][3]. Group 2: Profit Distribution Policy - The company has a stable profit distribution policy, prioritizing cash dividends, with a minimum of 10% of distributable profits to be distributed as cash dividends if there are no major investment plans [2][4]. - Over the past three years, the company has distributed a total of 104.73 million yuan in cash dividends, representing 94.96% of the average distributable profits [7][8]. - The company aims to maintain a high cash dividend ratio, especially during stable operational periods [4][5]. Group 3: Market Environment and Opportunities - The mining machinery industry is experiencing significant growth due to increasing global demand for copper and other minerals, driven by the transition to green energy [12][14]. - The company has established a strong market presence in overseas markets, including Mongolia, Chile, and Mexico, with a notable increase in foreign sales [9][12]. - The demand for mining equipment and spare parts remains stable, even during economic downturns, due to the essential nature of these components in mining operations [13][14]. Group 4: Financial Performance - In the first quarter of 2025, the company reported a net profit of 5.66 million yuan, showing a slight increase compared to the previous year when excluding EPC business impacts [8][9]. - The company's gross profit margin has fluctuated, with recent figures indicating a margin of 36.58% [9]. - The company has faced challenges due to external economic factors, but its core business remains stable, with a focus on maintaining profitability [9].

Core Viewpoint - The event showcased the launch of Weichai's second-generation mining power products, marking a significant step towards green mining solutions in Xinjiang, China, with the first delivery of the WP17T methanol-powered excavator [1][2]. Group 1: Product Launch and Features - The WP17T methanol engine has a maximum power of 650Ps and a maximum torque of 2900N·m, with a minimum alcohol consumption of 410g/kW·h, suitable for various mining applications [3]. - Weichai invested 120 million yuan over ten years to develop the WP17T engine, achieving 100% technological independence in its core components and control systems, filling a domestic gap in high-power methanol engines [3][4]. - The methanol engine's operational economy is over 40% more efficient compared to diesel engines of the same displacement, validated through two years of reliability testing in mining conditions [3][4]. Group 2: Industry Context and Strategic Importance - Xinjiang, as a major coal production area, is accelerating green mining initiatives under the "dual carbon" goals, providing a solid foundation for the application of green energy [4]. - Weichai's diverse fuel solutions encompass traditional, clean, and new energy applications, contributing to high-quality development in Xinjiang's mining sector [1][4]. Group 3: Technological Advancements and Market Position - Weichai's M series engines have successfully adapted to various mining equipment, breaking foreign monopolies in large mining machinery [7][11]. - The WP14T, WP15H, and WP17T engines are designed for wide-body dump trucks, meeting the increasing demand for efficient transportation in mining operations [12][11]. Group 4: Service and Support Initiatives - Weichai launched the "Mining Service 2.0" program, offering comprehensive lifecycle support and customized solutions to enhance customer satisfaction and operational efficiency [13][14]. - The program includes a commitment to high-value service, with no mileage limits for certain equipment and a significant investment in spare parts and service personnel in mining areas [14][15].

Core Viewpoint - The largest green mining project in Hainan has officially commenced operations, with a total investment of 2.78 billion yuan and a designed annual production capacity of 9.9 million tons [2][3]. Investment and Capacity - The project has a total investment of 2.78 billion yuan and a recoverable reserve of 45.78 million cubic meters [2]. - The designed annual production capacity is set at 9.9 million tons, with an operational period of 20 years [2]. Project Collaboration and Structure - The project is a collaboration between Hainan Agricultural Reclamation, Sanya State-owned Assets Management Company, Tianjin Navigation Bureau, and China Electric Power Construction Group [2]. - It is categorized as a key project in Hainan Province and employs an EPC+O model, integrating design, procurement, construction, and operation [2]. Environmental and Operational Standards - The project adheres to principles of "green, intelligent, and standardized" development, featuring a fully enclosed production line to significantly reduce dust and wastewater emissions [2]. - Smart mining equipment is utilized to achieve precise extraction and minimize resource waste, while ecological restoration efforts are simultaneously advanced [2]. Market Impact and Sales - The project aims to provide high-quality and stable-priced sand and gravel aggregates, supporting the high-quality development of Hainan's modern industry [3]. - A product launch event resulted in the signing of sales contracts worth 250 million yuan for sand and gravel aggregates with multiple enterprises [3]. Resource Development Strategy - Hainan Agricultural Reclamation is expanding green mining initiatives across various locations, forming a resource cluster with a total reserve exceeding 180 million cubic meters and an annual production capacity surpassing 28 million tons [3]. - This strategy aims to continuously supply high-quality sand and gravel resources for major infrastructure projects, including port upgrades and road network construction [3].

Core Viewpoint - Yunnan Phosphate Group emphasizes the importance of ecological protection and green development in its operations, aligning with national policies to ensure sustainable mining practices and environmental harmony [1][2][8] Group 1: Ecological Importance - Yunnan's ecological position is crucial for Southwest China's ecological security, as highlighted by President Xi Jinping [1] - The company integrates "green mine" construction into its high-quality development strategy, ensuring mining activities coexist with ecological preservation [1][2] Group 2: Green Mining Practices - Yunnan Phosphate Group has established a self-accountability approach to environmental protection, asserting that large state-owned enterprises must lead in this area [3] - The company has implemented a comprehensive plan for vegetation restoration and has initiated key projects for geological environment recovery [3][12] Group 3: Technological Innovations - The company has developed advanced mining techniques, such as the "open long-wall" mining method, which has increased mining efficiency by 70% and reduced waste rates significantly [11][12] - Yunnan Phosphate Group collaborates with over ten renowned universities and research institutions to enhance its technological capabilities in phosphate resource development [12] Group 4: Community Engagement and Development - The company has invested over 3 billion yuan in local projects, benefiting more than 5,000 villagers and supporting infrastructure and educational initiatives [17] - Yunnan Phosphate Group has established a harmonious relationship with local communities, exemplified by the "Yunnan Phosphate Group-Hanying Model" for mutual development [16][17] Group 5: Future Directions - The company aims to align with national strategies for ecological civilization and green transformation, focusing on sustainable practices and carbon neutrality goals [18][19] - Yunnan Phosphate Group is committed to enhancing resource utilization efficiency while minimizing environmental impact, contributing to the broader goal of ecological protection [18][19]

Core Viewpoint - The company is transforming its mining operations into a green and intelligent model, integrating advanced technology with ecological restoration to achieve sustainable development and enhance overall efficiency [1][10]. Group 1: Technological Integration - The mining site utilizes a 5G network to create a comprehensive sensing system, enabling real-time tracking of over 450 workers and monitoring equipment status through intelligent inspection robots [9]. - The mining operations have adopted a digital twin system, allowing for millisecond-level coordination among various subsystems, enhancing the efficiency and safety of the mining process [9][10]. - The introduction of autonomous vehicles and smart machinery has reduced the need for manual labor, allowing for a more efficient and less hazardous working environment [9][10]. Group 2: Ecological Restoration - Since 2018, the company has invested 174 million yuan in land reclamation and ecological restoration, achieving a 100% reclamation rate and an 86.53% vegetation coverage rate [4][14]. - The company has planted over 2.2 million trees and completed various greening projects, significantly improving the landscape and biodiversity of the mining area [4][5]. - The mining site has been recognized as a national-level green mine, maintaining compliance with environmental standards through continuous monitoring and improvement [4][10]. Group 3: Sustainable Practices - The company has established a dual water recycling system, treating an average of 107,000 cubic meters of wastewater annually, thus maximizing water resource utilization [14]. - Dust control measures have led to a one-third reduction in PM2.5 concentration, showcasing the effectiveness of the implemented strategies [14]. - The introduction of energy-efficient technologies, such as the permanent magnet direct drive electric drum, has improved transmission efficiency by 22% and reduced carbon emissions by 810 tons annually [15]. Group 4: Future Development Goals - The company aims to further integrate cultural and tourism elements into its operations, creating a unique industrial heritage experience while promoting ecological tourism [6][10]. - The ongoing commitment to achieving carbon neutrality and sustainable development is central to the company's long-term strategy, positioning it as a leader in the green mining sector [15].

Group 1 - The core objective of the Shanxi Provincial Natural Resources Department's recent implementation plan is to leverage natural resources to promote the rise of the central region by establishing a unified management and spatial planning system by 2025 [1] - The plan aims to optimize land use, ensuring that major provincial and national projects receive necessary land guarantees and services [1] - There is a focus on resource conservation and efficiency, with an emphasis on increasing the average output per unit of land and promoting green mining practices [1] Group 2 - The plan includes a target to add over 70,000 acres of supplementary arable land while strictly adhering to the arable land protection red line [1] - Shanxi will enhance the development and utilization of mineral resources, with a goal to increase coalbed methane reserves by 20% year-on-year [1] - The strategy involves optimizing resource allocation in key mining areas and promoting the competitive transfer of coal resources [2] Group 3 - The province will implement a new round of mineral exploration strategies and conduct public geological surveys to identify key mining targets [2] - There is a commitment to expand the successful experiences of standard land reforms and encourage the development of standardized factory buildings [2] - By the end of 2028, the goal is for 90% of large and 80% of medium-sized mines to meet green mining standards [2]