资讯日报：商务部对稀土、锂电池、超硬材料等实 施出口管制 股票市场概览 港股市场表现 美股市场表现 资讯日报 海外市场主要股市上日表现 国信证券(香港)·资讯日报 2025 年 10 月 10 日 | 指数 | 收盘价 | 单日 | 周涨跌 | 年初至今 | | --- | --- | --- | --- | --- | | | | 涨跌（%） | （%） | 涨跌（%） | | 日经225 48580.44 | | 1.77 | 6.14 | 21.77 | | 上证指数 | 3933.97 | 1.32 | 1.32 | 15.46 | | 德国DAX 24611.25 | | 0.06 | 0.95 | 23.62 | | 纳斯达克指数 23024.63 | | (0.08) | 1.07 | 18.16 | | 标普500 | 6735.11 | (0.28) | 0.29 | 14.02 | | 恒生指数 26752.59 | | (0.29) | (1.43) | 33.49 | | 富时新加坡海峡指数 | 4440.50 | (0.35) | 0.65 | 16.99 | | 道琼斯工业平均 4 ...

配售价0.275港元较前一交易日收市价0.320港元折让约14.1%，较前五个交易日平均收市价0.319港元折 让约13.8%。配售股份占现有已发行股本约14.0%，完成后占扩大股本约12.3%。 大唐黄金控股主要从事黄金及其他有色金属的勘探、开采及加工业务。所得款项中，约1.9亿港元将用 于集团日后收购事项，约0.1亿港元用于履行集团出资义务，约0.7亿港元用于补充公司营运资金及作一 般公司用途。本次发行根据股东大会授予的一般授权实施，预计于2025年9月30日或公司与联席配售代 理书面协定的其他日期完成。 点击查看公告原文>> 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 来源：新浪港股-好仓工作室 2025年9月22日，大唐黄金控股（股份 ...

Group 1 - The company focuses on resource industries, specifically developing non-ferrous metal mines for lead, zinc, copper, and silver in Tajikistan [1] - The company is also engaged in lithium salt lake resource development in Argentina [1] - Currently, the company has no plans or investments in solid-state batteries and energy storage sectors [1]

Group 1 - The core point of the news is that Luoyang Molybdenum Co., Ltd. experienced a decline of 5.27% in its stock price, reaching 12.93 CNY per share, with a trading volume of 2.607 billion CNY and a turnover rate of 1.13%, resulting in a total market capitalization of 276.628 billion CNY [1] - Luoyang Molybdenum Co., Ltd. was established on December 22, 1999, and listed on October 9, 2012. The company primarily engages in the mining, selection, deep processing, trading, and research of precious metals such as molybdenum, tungsten, and gold [1] - The main business revenue composition includes: refined metal product trading (48.56%), concentrate product trading (38.31%), copper (27.14%), cobalt (6.04%), molybdenum (3.12%), phosphorus (2.23%), niobium (1.88%), tungsten (1.17%), and others (0.11%) [1] Group 2 - From the perspective of major fund holdings, one fund under Taikang Asset Management has heavily invested in Luoyang Molybdenum. The Taikang Advanced Materials Stock A Fund (016053) increased its holdings by 119,800 shares in the second quarter, holding a total of 248,100 shares, which accounts for 6.44% of the fund's net value, making it the second-largest holding [2] - The Taikang Advanced Materials Stock A Fund (016053) was established on July 26, 2022, with a latest scale of 25.1769 million CNY. Year-to-date returns are 18.31%, ranking 829 out of 4280 in its category; the one-year return is 25.25%, ranking 2340 out of 3778; and since inception, it has a loss of 1.93% [2]

Core Viewpoint - Jiaxin International Resources (03858) experienced a significant stock price increase of over 11% following the release of its interim results for 2025, indicating positive market sentiment towards the company's performance and future prospects [1] Financial Performance - The company reported revenue of HKD 126 million for the first half of 2025, a notable increase from no revenue in the same period last year [1] - The loss attributable to equity holders narrowed to HKD 5.996 million, representing a 90.6% improvement year-on-year [1] - Basic loss per share was reported at HKD 0.0182 [1] Operational Developments - The company commenced commercial production in April 2025, marking the beginning of its revenue generation from tungsten concentrate sales [1] - Plans are in place to develop the Bakuta tungsten mine project into a world-class mining operation, leveraging the company's substantial tungsten resources and cost-effective production capabilities [1] - The company aims to integrate an ore sorting system into its existing mining processes by 2027, targeting an annual mining and mineral processing capacity of 4.95 million tons [1] Future Outlook - Jiaxin International Resources is exploring additional investment opportunities in non-ferrous metal resources in Central Asia, indicating a strategic expansion of its operational focus [1]

Group 1 - The core viewpoint of the article highlights that Jiaxin International Resources (3858HK) reported a mid-year loss of HKD 5.996 million, with a loss per share of HKD 0.0182, and did not declare an interim dividend; this is an improvement compared to a loss of HKD 63.617 million in the same period last year [1] - The company began generating revenue of HKD 126 million from tungsten concentrate sales, marking a significant step towards commercial production set to start in April 2025 [1] - The group plans to develop the Bakuta tungsten mine project into a world-class tungsten mining operation, with a target to increase annual mining and mineral processing capacity to 4.95 million tons by 2027 [1] Group 2 - The company is also exploring further investment opportunities in non-ferrous metal resources in Central Asia [1]

Core Viewpoint - China Nonferrous Mining Corporation (01258) reported a mid-term performance for the six months ending June 30, 2025, showing a revenue of $1.752 billion, a year-on-year decrease of 12.9%, while profit attributable to shareholders increased by 20.2% to $263 million, with basic earnings per share approximately 6.75 cents [1] Group 1: Financial Performance - The company achieved a revenue of $1.752 billion for the first half of 2025, reflecting a decline of 12.9% compared to the previous year [1] - Profit attributable to shareholders reached $263 million, marking a year-on-year increase of 20.2% [1] - Basic earnings per share were approximately 6.75 cents [1] Group 2: Production Metrics - The company produced a total of 111,283 tons of crude copper and anode copper, which is a decrease of 30.4% year-on-year [1] - Cathode copper production totaled 72,192 tons, representing a year-on-year increase of 15.6% [1] - Cobalt hydroxide production was 481 tons, showing a growth of 1.7% year-on-year [1] - Sulfuric acid production reached 538,433 tons, down by 1.9% year-on-year [1] - Liquid sulfur dioxide production significantly decreased to 1,466 tons, a decline of 85.5% [1] - The company processed 102,708 tons of copper products for external enterprises, which is an increase of 152.9% year-on-year [1] Group 3: Business Operations - The company operates as a leading vertically integrated copper producer, focusing on copper and cobalt mining, ore processing, and both pyrometallurgical and hydrometallurgical refining and sales in Zambia and the Democratic Republic of the Congo [1] - Key operational entities include China Nonferrous Africa Mining, Luanshya Copper Mines, and several others in Zambia and the Democratic Republic of the Congo [1]

Core Viewpoint - The domestic gold market is experiencing a boom in 2025, coinciding with record-high international gold prices, but a tragic employee death at Hunan Gold's subsidiary, Xinlong Mining, raises serious safety concerns [2][3]. Group 1: Incident Overview - On August 24, an employee at Xinlong Mining died due to a rockfall incident while handling anchor nets, leading to an immediate production halt and emergency response measures [2][3]. - Xinlong Mining has initiated cooperation with local emergency departments for further investigation into the incident, and all necessary procedures have been followed for reporting the accident [3]. Group 2: Company Background - Hunan Gold is one of the top ten gold-producing companies in China, primarily engaged in the mining and processing of gold, antimony, tungsten, and other non-ferrous metals, with an asset scale exceeding 7 billion yuan [3]. - Xinlong Mining, established in February 2004 with a registered capital of 300 million yuan, focuses on the mining and sales of gold, antimony, and other non-ferrous metals [3]. Group 3: Historical Safety Issues - Xinlong Mining has a troubling history of safety incidents, including multiple fatalities over the past few years, raising questions about the company's commitment to safety management [4][5]. - Notable past incidents include a death during drilling operations in July 2024 and another fatality due to falling materials in March 2024, indicating a pattern of safety lapses [4].

Core Viewpoint - The company, Xinlong Mining, has activated emergency protocols following an accident, ensuring immediate response and cooperation with local authorities for investigation and safety measures [2] Group 1: Company Response - Xinlong Mining promptly initiated an emergency response plan and reported the incident to relevant authorities, halting production for safety assessments [2] - The company is committed to enhancing safety management and conducting thorough safety education and training to prevent future incidents [2] Group 2: Safety Measures and Historical Context - Since its establishment in February 2004, Xinlong Mining has focused on the extraction and sale of gold, antimony, and other non-ferrous metals, with a registered capital of 300 million RMB [2] - In 2023, Xinlong Mining has identified and rectified a total of 706 safety hazards, with 64 issues addressed from higher-level inspections, demonstrating a proactive approach to safety management [2]

Core Viewpoint - The article reports a fatal accident at Hunan Gold's subsidiary, Hunan Xinlong Mining, resulting in the death of an employee during operations, leading to a temporary halt in production for safety and investigation purposes [1][3][5]. Group 1: Accident Details - On August 24, an employee at Xinlong Mining died due to a sudden rockfall while handling anchor net stones in the 7 vein at the 310-813 mining site [3]. - Following the incident, Xinlong Mining activated its emergency response plan, with company leadership promptly arriving at the scene to manage the situation and provide necessary assistance [3]. - The company has reported the incident to relevant authorities and is cooperating with local emergency departments for further investigation [3]. Group 2: Company Background - Xinlong Mining was established on February 18, 2004, with a registered capital of 300 million yuan, primarily engaged in the mining and sales of gold, antimony, and other non-ferrous metals [4]. - Hunan Gold, the parent company, is one of the top ten gold-producing enterprises in China and a leading global developer of antimony mines, with significant operations in tungsten mining as well [5]. - The company operates three secondary subsidiaries and has ten mining bases, with total assets exceeding 7 billion yuan [5].