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调研速递|安宁股份接受全体线上投资者等多家调研,透露经质矿产及产能规划要点
Xin Lang Cai Jing· 2025-09-12 11:32
Group 1 - The company held an online investor meeting on September 12, 2023, to discuss its semi-annual report and engage with investors [1] - The company plans to resume production at Jingzhi Mining by June 2027, with an expected production capacity of 5 million tons per year, including 2.6 million tons of industrial-grade ore and 2.4 million tons of low-grade ore [1] - The company aims to enhance its resource reserves through horizontal mergers and acquisitions, as part of its development strategy [1] Group 2 - The 60,000-ton energy-grade titanium (alloy) material project is progressing steadily, with expected product output by the end of 2025 [2] - The company's gross margin has declined due to market price fluctuations and lower margins on comprehensive utilization products derived from tailings [2] - The company plans to launch comprehensive utilization products in September 2024, with an expected output of 45,000 tons from September to December 2024 [2]
安宁股份拟65亿元收购经质矿产 净利连续三年下降现金分红未缩水
Chang Jiang Shang Bao· 2025-05-12 09:26
长江商报奔腾新闻记者 沈右荣 标的公司经质矿产主要资产为会理县小黑箐经质铁矿(简称"小黑箐铁矿") 采矿权,鸿鑫工贸主要资 产为选钛设备及尾矿库,立宇矿业的主要资产为选铁设备,三家公司共同组成原矿开采、铁精矿与钛精 矿洗选及排尾一体化系统,生产线相互链接,核心资产配套使用,构成完整的钒钛磁铁矿开采和洗选体 系。 时隔近三个月,安宁股份(002978.SZ)重大资产重组事项有了新进展。 5月11日晚,安宁股份发布公告,公司正在筹划以支付现金的方式取得攀枝花市经质矿产有限责任公司 (以下简称"标的公司"或"经质矿产")100%股权。鉴于经质矿产及其关联企业会理县鸿鑫工贸有限责 任公司(简称"鸿鑫工贸")、攀枝花市立宇矿业有限公司(简称"立宇矿业",与经质矿产、鸿鑫工贸合 称"三家公司")目前处于实质合并重整程序中,上市公司计划成为三家公司实质合并重整投资人,支付 重整投资款,并取得经质矿产100%股权。本次交易预计构成重大资产重组。 今年2月19日晚,安宁股份曾披露,正在筹划以支付现金的方式取得经质矿产100%股权事项。 目前的进展是,安宁股份作为经质矿产及其关联企业的意向重整投资人,于5月9日向经质矿产及其关联 ...