Core Viewpoint - The detailed classification of mineral resources into sub-minerals will enable more precise identification and localization of strategically valuable mineral resources [1][2][3] Group 1: Sub-Mineral Classification - The Ministry of Natural Resources is soliciting public opinions on the draft "Sub-Mineral Directory," which aims to refine the classification of mineral resources based on the 1994 mineral law implementation rules [1][2] - The draft includes 16 new sub-minerals, such as shale gas, natural gas hydrates, and coalbed methane, while retaining important sub-minerals based on usage [1][2] - The total number of mineral species remains at 174, with 98 sub-minerals after the revision [2] Group 2: Strategic Importance - A more detailed sub-mineral directory will help relevant departments understand the types, distribution, and reserves of mineral resources, allowing for timely monitoring of strategic resource supply and potential risks [3][4] - The clear sub-mineral directory provides clearer direction for investors, enabling them to select promising sub-minerals for investment based on their financial strength and market expectations [4] Group 3: Industry Development and Monitoring - The adjustment of the sub-mineral directory will promote refined development and transformation of the mineral resource industry, encouraging companies to enhance deep processing and research efforts [4] - A comprehensive sub-mineral directory will aid in establishing a more scientific and reasonable dynamic monitoring system for mineral resource reserves, ensuring long-term stable supply [4][5] - The Ministry of Natural Resources has initiated a survey and evaluation of mineral resource development and utilization levels for 2025, emphasizing the importance of advanced technology in promoting efficient resource use and high-quality development [5]

Core Viewpoint - Shenglong Mining Group Co., Ltd. is applying for listing on the Shenzhen Stock Exchange, aiming to raise 1.53 billion yuan, and is recognized as a leading molybdenum company in China [1] Company Overview - Shenglong Mining is primarily engaged in the production, processing, and sales of molybdenum-related products, with a focus on molybdenum concentrate and ferromolybdenum [1] - The company is expected to produce 10,600 tons of molybdenum metal in 2024, accounting for 9.64% of China's total molybdenum production [1][2] Mining Assets - The company operates the Nanni Lake Molybdenum Mine, the largest single molybdenum mine in China, with a production capacity of 16.5 million tons per year [2] - Shenglong holds five large and medium-sized molybdenum mining rights, with a total molybdenum metal reserve of 710,500 tons, representing 9.10% of the national molybdenum resource reserves [2] Product Quality and Market Position - The company's products are known for their low impurity levels and high potential for deep processing, with major clients including China Baowu Steel, Shandong Steel, and others [3] - Shenglong plans to establish a project with an annual production capacity of 20,000 tons of high-performance molybdenum materials to enhance its competitive edge [3] Financial Performance - In 2022, 2023, and 2024, the company reported revenues of approximately 1.911 billion yuan, 1.957 billion yuan, and 2.864 billion yuan, respectively, with net profits of 452 million yuan, 725 million yuan, and 754 million yuan [5] - As of December 31, 2024, the total assets are projected to be 6.890 billion yuan, with a debt-to-asset ratio of 9.34% [6]

本报讯(记者肖艳青)深交所官网显示，5月21日洛阳盛龙矿业集团股份有限公司(以下简称"盛龙股份")向 深交所主板递交的IPO招股说明书获受理，保荐机构为国投证券。 招股书显示，盛龙股份是国内领先的大型钼业公司，致力于有色金属矿产资源的综合开发利用，报告期 内主要从事重要战略资源钼相关产品的生产、加工、销售业务，主要产品为钼精矿和钼铁。 近几年，盛龙股份经营业绩稳定增长，财务数据显示，2022至2024年，盛龙股份营业收入分别为19.11 亿元、19.57亿元和28.64亿元；同期，实现归母净利润分别为3.44亿元、6.19亿元和7.57亿元。 盛龙股份主营业务的生产能力突出，2024年钼金属产量1.06万吨，占我国钼金属产量的9.64%，是我国 重要的钼供应商之一。 盛龙股份此次IPO拟募集资金15.3亿元，拟投资于"河南省嵩县安沟钼多金属矿采选工程项目""矿业技术 研发中心项目"和"补充流动资金及偿还银行贷款项目"。本次募集资金使用围绕公司主营业务，可显著 增强公司的持续盈利能力和风险抵御能力。 盛龙股份资源禀赋优、资源储备足、发展潜力大，现拥有4宗采矿权和1宗探矿权，其中在产矿山南泥湖 钼矿的采矿证生产规 ...

盛龙股份资源储量丰富，截至2024年末，公司拥有5宗大中型钼矿矿权(其中采矿权4宗，探矿权1宗)，公司保有钼金属量71.05万吨，约占全国钼资源储量的 9.10%，资源储量巨大，且所属矿山均处于开采初期，未来可开采年限长，极具经济效益优势。盛龙股份主要销售客户包括中国宝武、山东钢铁 （600022）、华菱钢铁（000932）、中信特钢（000708）等，同时公司规划建设年产20000吨高性能钼材料项目，以推进钼产业延链和补链，优化产品结 构，进一步提升行业竞争力和品牌影响力。 盛龙股份表示，公司主营业务的区位优势明显。南泥湖钼矿所在的洛阳市栾川县被誉为"中国钼都"，已探明钼金属储量居世界第一位，是全国第一钼、钨生 产大县，拥有中国乃至全球钼行业最活跃的钼贸易群体，公司在该地区开展钼产品生产销售业务具有得天独厚的优势。通过钼矿采选和钼铁生产，公司为国 家提供稳定的钼资源供应，有力支撑国内钢铁行业的高端化转型，有效满足国家对战略性矿产资源的需求。 业绩方面，2022年至2024年，盛龙股份实现营收19.11亿元，19.57亿元和28.64亿元，净利润为3.44亿元，6.19亿元和7.57亿元。 股权结构上，国晟集 ...

Core Viewpoint - Shenglong Mining Group Co., Ltd. has received approval for its IPO application on the Shenzhen Stock Exchange, aiming to raise 1.53 billion yuan, positioning itself as a leading player in the molybdenum industry in China [1] Group 1: Company Overview - Shenglong Mining is a major molybdenum company in China, focusing on the production, processing, and sales of molybdenum-related products, primarily molybdenum concentrate and molybdenum iron [1] - The company holds significant mining rights, with a total molybdenum metal reserve of 710,500 tons, accounting for approximately 9.10% of the national molybdenum resource reserves [2] Group 2: Production Capacity and Mining Assets - Shenglong Mining's production capacity is highlighted by its two major mines: the Nanni Lake Molybdenum Mine, which is the largest single molybdenum mine in China with an annual production capacity of 16.5 million tons, and the under-construction Angou Molybdenum Polymetallic Mine [1] - The company is expanding its production capabilities, with future plans to achieve a molybdenum mining capacity of 55,000 tons per day [1] Group 3: Financial Performance - The company has shown strong financial growth, with revenues increasing from approximately 1.91 billion yuan in 2022 to 2.86 billion yuan in 2024, and net profits rising from about 452 million yuan to 754 million yuan during the same period [3] - As of December 31, 2024, the total assets of the company are reported at approximately 6.89 billion yuan, with a significant increase in equity attributable to shareholders [3]

专家表示，这种模式扭曲了矿产资源市场的运行机制，值得警惕。 近年来，随着房地产市场调整、城镇化步伐放缓，土地出让收入下降，一些地方政府开始从"土地财 政"转向"矿产财政"，试图以此缓解财政压力。 然而，在这一过程中，一些地方以创建生态文明示范区、环保整治、资源整合、混合所有制改革（混 改）等名义，通过设置环保门槛、强制参股等方式，要求民营矿业企业接受国有投资平台（如城投公 司）的参股、控股，如果不答应，就不给办理矿业权证或延续手续。 在近期的采访中，多位矿业企业负责人对第一财经记者表示，在申请矿业权证延续时，被要求引入当地 城投公司参股，甚至是让其占有51%的控股权。有的企业矿业权证几年前就到期了，也通过了相关部门 的联合审查，但矿业权证延续就是得不到批准。 据当地政府官网一份动态简报介绍，成立该城设公司的目的，是为了"参与区域内矿产资源开发""持续 深化业务模块整合""按照业务归口的原则，陆续新增其他矿产资源开发项目"。动态简报介绍，相关业 务通过"矿产生态银行运营公司"操作。矿产生态银行运营公司由市、县两级政府出资成立。通过收购、 租赁、托管、股权合作等方式，将分散的自然资源产权集中到其名下。 当地一位从 ...

沙特内阁声明：沙特阿拉伯将与美国在采矿和矿产资源领域讨论并签署协议。 ...

Core Points - The establishment of the Ukraine Reconstruction Investment Fund aims to attract global investment into Ukraine, as per the agreement between Ukrainian President Volodymyr Zelensky and U.S. President Donald Trump [1][3] Group 1: Agreement Details - Ownership and control of all resources remain with Ukraine, with the government having the authority to decide on resource extraction locations [3] - The fund will be managed equally by Ukraine and the U.S., with a 50:50 ownership structure, ensuring no dominant voting rights for either party [3] - The agreement does not involve privatization or changes in the management of state-owned enterprises, which will remain under Ukrainian ownership [3] - There are no debt obligations for Ukraine towards the U.S. under this agreement, focusing instead on cooperative investment to enhance economic potential [3] - The agreement aligns with Ukraine's constitutional and European integration processes, signaling reliability for long-term cooperation with global partners [3] - The fund will be financed entirely by new license revenues, specifically from key materials and oil and gas projects, excluding ongoing project revenues [3][4] - Legislative changes required for the fund's operation are minimal, needing only adjustments to the budget law and approval from the Ukrainian parliament [3] - The U.S. government will support the fund through the U.S. International Development Finance Corporation (DFC), facilitating investment and technology transfer from the U.S., EU, and other supportive nations [3] Group 2: Mineral Resources and Market Potential - Ukraine possesses 22 out of 50 key strategic materials recognized by the U.S. and 25 out of 34 recognized by the EU, including graphite, lithium, titanium, beryllium, and uranium [6] - Ukraine's graphite reserves rank among the top five globally, with approximately 19 million tons of ore and six known graphite mines [7] - Current graphite projects in Ukraine include the Balakhivske project with 44 million tons of reserves and the Zavallivskiy project with an annual capacity of 7,000 tons [7] - The known lithium and graphite reserves in Ukraine are sufficient to produce battery materials for approximately 20 million electric vehicles [7] - Graphite is primarily used in refractory materials, renewable energy, and military applications, but Ukraine lacks downstream processing capabilities for graphite sales [8] - New graphite mining projects require 3 to 5 years from development to production, indicating no immediate market impact [9]