（记者 曾健辉） 每经AI快讯，有投资者在投资者互动平台提问：公司有没有磷矿？ 川发龙蟒（002312.SZ）11月18日在投资者互动平台表示，您好，公司目前旗下天瑞矿业、白竹磷矿、 板棚子磷矿的磷矿资源储量合计约1.3亿吨，原矿生产能力410万吨/年，2024年生产磷矿224.93万吨，产 量同比增长16.01%。公司磷矿主要自产自用，随着未来磷矿自给率持续提升，公司资源配套、综合成 本优势进一步凸显。 公司持续聚焦上游资源获取与开发，对外积极寻找并整合资产优质、产业协同性 高的磷矿资产，以进一步夯实上游资源储备。公司于今年2月竞得控股股东四川先进材料集团所属子公 司天盛矿业10%股权，取得旗下雷波县小沟磷矿参股权，为后续产业整合奠定基础，小沟磷矿累计探获 磷矿石资源量4.01亿吨，设计生产规模550万吨/年。此外，公司控股股东方四川发展（控股）公司间接 持股老虎洞磷矿，矿区范围内合计保有资源量约3.7亿吨，设计产能500万吨/年，系国内少有的优质磷 矿。未来公司控股股东方将继续帮助公司获取优质资源，完善产业链，巩固矿化材一体优势。感谢您的 关注！ ...

Core Viewpoint - The company Shengtun Mining (600711.SH) is significantly increasing its investment in the gold business, with plans to invest approximately 14.23 billion RMB through its wholly-owned subsidiary in Hong Kong, Hongsheng International Resources Limited [1][4]. Investment Strategy - Shengtun Mining announced plans to establish a new subsidiary, Shengtun Gold Holdings Limited, to enhance its gold business [4]. - The company is also set to acquire a Canadian company for approximately 13.5 billion RMB to gain access to a gold mine in the Democratic Republic of the Congo [2][6]. Financial Performance - In 2024, Shengtun Mining is projected to achieve a net profit of around 2 billion RMB, marking a year-on-year increase of approximately 6.6 times [2]. - For the first three quarters of 2025, the company reported a net profit of about 1.7 billion RMB, remaining stable compared to the previous year [2][10]. Market Performance - Since the beginning of 2025, Shengtun Mining's stock price has increased by approximately 168% [3][10]. - The stock price rose from 4.82 RMB per share at the start of the year to 12.91 RMB per share by November 17, 2025 [10]. Resource Acquisition - The company has been actively acquiring resources since 2011, significantly expanding its asset base from 1.859 billion RMB in 2011 to 41.753 billion RMB by September 2025 [9][10]. - Shengtun Mining's acquisitions have focused on energy metals and other resources, enhancing its competitive edge in the market [8][10].

2025年10月21日，国际黄金市场出现剧烈波动，现货黄金盘中一度跌至4080.87美元/盎司，单日跌幅超 6%，最终收盘跌幅收窄至5.31%，创下2020 年8月以来的最大单日百分比跌幅。这场突如其来的调整让 市场情绪陷入分化：渣打银行将波动归因于投资者从安全资产撤离，而摩根大通却坚定看涨，预测 2026年底金价均价将达5055美元/盎司，高盛也将同期预期上调至4900美元。 资源安全垫：三座矿山构筑的抗周期根基 矿业公司的价值终要回归资源本身，万国黄金经过二十年布局形成的 "国内稳基 + 海外增量 + 储备待 发" 矿山矩阵，成为抵御金价短期波动的核心屏障。 位于所罗门群岛的金岭金矿堪称核心增长引擎。这座地处环太平洋成矿带的矿山，截至2024年7月黄金 资源量已达227吨，较初期探明的103吨增长121.2%，平均品位1.17克 / 吨，可采储量40吨，预测矿区生 命周期约20年。作为所罗门群岛规模最大的矿业企业，金岭金矿 2022年11月正式投产，2023 年实现黄 金产量1143千克，金精矿29361吨，单位毛利达225.7元 / 克。目前金岭金矿持续放量，现有设计规模为 300万吨/年，达产后年产金 ...

智通财经APP获悉，2025年10月21日，国际黄金市场出现剧烈波动，现货黄金盘中一度跌至4080.87美 元/盎司，单日跌幅超6%，最终收盘跌幅收窄至5.31%，创下2020 年8月以来的最大单日百分比跌幅。这 场突如其来的调整让市场情绪陷入分化：渣打银行将波动归因于投资者从安全资产撤离，而摩根大通却 坚定看涨，预测 2026年底金价均价将达5055美元/盎司，高盛也将同期预期上调至4900美元。 在这场多空博弈中，万国黄金(03939)的表现尤其引人注目。这家手握所罗门群岛金岭金矿核心资产的 企业，2025年上半年实现营业收入12.4亿元，同比增长33.7%；归母净利润6亿元，同比激增136%。公 司仍稳步推进金岭金矿扩建，并于2025年4月成功纳入港股通，股票流动性较此前提升3倍以上。短期金 价波动为何未阻碍其扩张步伐？支撑其长期增长的确定性因素究竟是什么？ 资源安全垫：三座矿山构筑的抗周期根基 行业卡位：黄金需求红利下的价值锚点 短期金价回调并未改变全球黄金市场的长期趋势，黄金"货币属性回归 + 投资需求升级"的结构性特征， 为上游矿企提供了持续的需求支撑。 江西宜丰新庄矿则扮演着现金流 "压舱石"的 ...

Core Viewpoint - The company is expanding its international presence and resource reserves through strategic investments, including the establishment of a new subsidiary and the acquisition of a Canadian mining company [1][2][3] Group 1: Investment and Expansion - The company plans to establish a wholly-owned subsidiary, Shengtun Gold Holdings, through its Hong Kong subsidiary, Hongsheng International Resources, with an investment of $19.995 million [1] - Following the investment, Shengtun Gold Holdings will hold a 99.975% stake in Shengtun Gold International, aligning with the company's strategic goal of international development [1] - The recent acquisition of Loncor Company for approximately CAD 2.61 million (about $1.9 million) will allow the company to control 100% of Loncor's shares, further enhancing its resource base [2][3] Group 2: Financial Performance - In Q3 2025, the company reported revenue of 7.913 billion yuan, a year-on-year increase of 26.74%, and a net profit of 649 million yuan, up 11.32% [2] - For the first three quarters of 2025, total revenue reached 21.717 billion yuan, reflecting a 22.99% increase, while net profit was 1.702 billion yuan, showing a slight growth of 0.06% [2] - The increase in revenue and profit is attributed to higher production and sales of copper products, along with rising copper prices [2] Group 3: Resource Development - The core asset of Loncor Company, the Adumbi gold mine project in the Ituri province of the Democratic Republic of Congo, has significant resource potential with an estimated controlled resource of 1.88 million ounces of gold [3] - The project is expected to have substantial expansion potential, which aligns with the company's strategy to enhance its resource reserves and future profitability [3] - The acquisition of Loncor is seen as a critical step in the company's international development strategy and resource reserve expansion [3]

Core Viewpoint - Tongling Nonferrous Metals is actively enhancing its resource reserves through significant acquisitions, including the recent purchase of exploration rights for the Jiguanshan-Hucun copper-gold-molybdenum mine for approximately 3.204 billion yuan [1][3]. Group 1: Recent Acquisitions - The company acquired the exploration rights for the Jiguanshan-Hucun copper-gold-molybdenum mine, which is expected to bolster its nonferrous metal resource reserves and enhance sustainable development capabilities [2][3]. - In September 2023, the company also acquired a 70% stake in China Railway Construction Copper Crown for 6.673 billion yuan, gaining access to overseas copper resources [2][4]. - The total expenditure for these two acquisitions amounts to approximately 9.88 billion yuan, significantly increasing the company's copper resource reserves both domestically and internationally [4]. Group 2: Financial Performance - Despite market fluctuations, the company has maintained strong profitability, with annual profits reaching nearly 2.7 billion yuan from 2021 to 2024 [2][6]. - In 2024, the company reported revenues of 145.531 billion yuan and a net profit of 2.809 billion yuan, reflecting year-on-year growth of 5.88% and 4.05%, respectively [6]. - For the first three quarters of 2025, the company achieved revenues of 121.893 billion yuan, a year-on-year increase of 14.66%, although net profit declined by 35.14% to 1.771 billion yuan due to market challenges [6]. Group 3: Competitive Advantages - Tongling Nonferrous Metals is a leading player in the copper production industry, with an annual cathode copper production capacity exceeding 1.7 million tons [2][6]. - The company has developed advanced technologies, including high-temperature resistant oxygen-free copper strips and HVLP series copper foils, breaking foreign monopolies in technology and products [6]. - The company is focused on recovering and utilizing rare metals such as selenium and tellurium, having developed 17 new products, including high-purity tellurium and indium [6].

Core Viewpoint - Company successfully acquired exploration rights for the Jiguanshan-Hucun copper-gold-molybdenum mine in Tongling, Anhui Province, for approximately 3.204 billion yuan, aiming to strengthen its resource reserves and support sustainable development [1][2] Resource Reserves - The exploration area has significant inferred resource quantities: - Copper ore: 30.9464 million tons, corresponding to 328,800 tons of copper metal, with an average grade of 1.06% - Gold ore: 1.4796 million tons, corresponding to 8,640.37 kg of gold metal, with an average grade of 5.840 g/t - Molybdenum ore: 15.9357 million tons, corresponding to 15,000 tons of molybdenum metal, with an average grade of 0.094% - Additionally, there are 8.5724 million tons of sulfur ore, with 1.9467 million tons of sulfur, and an average grade of 22.71% [2] Transaction Details - The exploration rights will be formally signed with the Anhui Provincial Natural Resources Department by December 9, 2025, with the payment of 3.204 billion yuan sourced from the company's own or raised funds, ensuring no significant adverse impact on the company's current financial status [2] Strategic Significance - The Jiguanshan-Hucun exploration rights are strategically located near the company's existing operations, aligning with its focus on copper industry development and enhancing its resource reserves, thereby improving its sustainable development capabilities and competitive position in the industry [2]

Core Viewpoint - Tongling Nonferrous Metals Group Co., Ltd. has successfully acquired the exploration rights for the Jiguanshan-Hucun copper-gold-molybdenum mine for 3.204 billion yuan, aligning with its strategic focus on the copper industry and enhancing its resource reserves [1] Group 1 - The company won the exploration rights on November 4, 2025, for a total of 3.204 billion yuan [1] - The Jiguanshan-Hucun mine is located near the Dongguashan copper mine in Tongling City, Anhui Province [1] - This acquisition is part of the company's strategy to strengthen its core business in the copper industry and improve its sustainable development capabilities [1]

Core Viewpoint - Tongling Nonferrous Metals Group Co., Ltd. has successfully acquired the exploration rights for the Jiguan Mountain-Hucun copper-gold-molybdenum mine for 3.204 billion yuan, aligning with its strategic focus on the copper industry and enhancing its resource reserves [1] Group 1 - The company won the exploration rights on November 4, 2025, for a total of 3.204 billion yuan [1] - The exploration rights are located near the Dongguashan copper mine in Tongling City, Anhui Province [1] - This acquisition is part of the company's strategy to strengthen its core business in the copper industry and improve its sustainable development capabilities [1]

Core Viewpoint - The company, Western Mining (601168.SH), announced that its subsidiary, Tibet Yulong Copper Co., Ltd., successfully acquired the exploration rights for the Chating Copper Polymetallic Mine in Xuanzhou District, Anhui Province, for 8.609 billion yuan, indicating significant growth potential in resource reserves and industry scale expansion [1] Group 1 - The acquisition of the Chating Copper Polymetallic Mine exploration rights is a major achievement in geological exploration funded by the Anhui Geological Exploration Fund [1] - The resource potential of the Chating Copper Polymetallic Mine is substantial, reaching the scale of a large copper-gold deposit, which is expected to enhance the company's resource reserves [1] - This strategic move is aligned with the company's goal to expand its industrial scale and increase resource reserves, positioning it favorably in the mining sector [1]