近日，江西省自然资源厅印发《关于进一步规范矿业权招标出让工作的通知》（以下简称《通知》）， 对矿业权招标出让各环节加强规范管理。 《通知》要求，各地根据区块评价结果确定出让方式，在属于战略性矿产区块前提下，对工作程度较低 且成矿地质条件复杂的勘查区块和资源储量规模大型及以上且共伴生矿产三种及以上的开采区块，鼓励 采用招标方式出让。 《通知》明确，出让部门应组织编制招标方案，合理设置招标条件和评标标准，加强公平竞争审查，禁 止在区域、行业、所有制形式等方面违规设置限制条件，不得强制产业配套或投资、限制或干预矿产品 销售。 《通知》提出"矿业权出让收益报价分值占比不低于50%""勘查开采技术方案分值占比不低于30%""可以 包含投标方综合实力情况等（不超过20%）"的评标标准，切实维护矿产资源国家所有者权益。 此外，《通知》还从招标公告、评标过程、底价制定、监督管理等方面进一步规范矿业权招标出让全过 程。 ...

Core Viewpoint - The company, Meiyan Qixiang (600868.SH), announced that its wholly-owned subsidiary, Meizhou Meiyan Mining Co., Ltd., has received an acceptance notice from the Ministry of Natural Resources of the People's Republic of China regarding its application for the review and filing of the resource reserve verification report for the antimony-silver mine in Songxi Mining Area, Meixian District, Meizhou City, Guangdong Province [1] Group 1 - The Ministry of Natural Resources has deemed the application materials submitted by Meiyan Mining to be complete and in compliance with legal requirements, thus deciding to accept the application [1] - The submitted resource reserve verification report and related materials will undergo further evaluation by the Mineral Resource Reserve Evaluation Center of the Ministry of Natural Resources [1] - There remains uncertainty regarding whether the application will pass the evaluation and the timeline for final approval [1]

截至发稿，胡崇海累计任职时间3年325天，现任基金资产总规模136.84亿元，任职期间最佳基金回报 76.86%， 任职期间最差基金回报2.72%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，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。 责任编辑：小浪快报 数据显示，国泰海通资管旗下1只基金重仓紫金矿业。国泰海通中证A500指数增强A（022467）三季度 增持2.32万股，持有股数86.42万股，占基金净值比例为1.16%，位居第十大重仓股。根据测算，今日浮 亏损失约133.96万元。 国泰海通中证A500指数增强A（022467）成立日期2024年12月17日，最新规模9.73亿。今年以来收益 27.26%，同类排名2073/4216；成立以来收益26.41%。 国泰海通中证A500指数增强A（022467）基金经理为胡崇海。 11月3日，紫金矿业跌5.08%，截至发稿，报28.95元/股，成交51.81亿元，换手率0.86%，总市值7694.21 亿元。 资料显示，紫金矿业集团股份有限公司位于福建省上杭县 ...

Core Viewpoint - The strategic cooperation agreement signed between the Tunchang County Government and Hainan Transportation Investment Holding Co., Ltd. aims to enhance collaboration in various sectors, including transportation infrastructure, resource development, green energy, and digital transformation for mutual development [1] Group 1: Areas of Cooperation - The partnership will focus on five key areas: 1. Promoting mineral resource development and co-building industrial parks, exploring an integrated approach of "resource utilization - industrial extension - park operation" [1] 2. Jointly improving transportation infrastructure in key areas of Tunchang, reinforcing a virtuous cycle of "infrastructure empowering industry, and industry supporting infrastructure" [1] 3. Collaborating on green energy and low-carbon development, advancing energy structure optimization [1] 4. Promoting digital empowerment and research collaboration, facilitating the construction of smart transportation, smart parks, and the transformation of scientific achievements [1] 5. Strengthening capacity building and party building, assisting in enhancing the quality and efficiency of county-level state-owned enterprises [1]

Core Insights - Africa is recognized as the "world's raw material warehouse," with significant potential for Sino-African mining cooperation, particularly in the context of energy transition minerals [2] - The transition to a clean and low-carbon energy structure is fundamentally about establishing a new industrial system centered on renewable energy, which heavily relies on energy transition minerals such as copper, iron, aluminum, lithium, cobalt, nickel, rare earths, and platinum group metals [2] - Africa holds a strategic position in the global transition mineral system due to its large reserves, high grades, and significant untapped potential, with cobalt reserves accounting for approximately 55% of the global total, primarily located in the Democratic Republic of the Congo [2] Industry Overview - The report highlights the complementary advantages between China and Africa in resources, technology, and infrastructure, indicating a vast potential for mining cooperation [2] - Key minerals such as copper, cobalt, and platinum group metals are concentrated in specific African regions, with the Democratic Republic of the Congo holding over 70% of Africa's copper reserves and South Africa accounting for about 90% of global platinum group metal reserves [2] - The aluminum ore resources are primarily concentrated in Guinea, a West African country, further emphasizing the geographical distribution of critical minerals in Africa [2]

醴陵局相关负责人表示，下一步将持续压实监管责任，坚持问题导向，不断健全长效管控机制，强 化跨部门联动，始终保持对非法采矿行为"零容忍"的高压态势，坚决做到发现一起、查处一起，全力筑 牢自然资源安全防线，维护良好的生态环境与矿产资源开发秩序。 近日，湖南省醴陵市自然资源局王仙自然资源所联合王仙镇政府开展巡查行动，在王仙镇观口村仙 牛塘组及时查处一起非法开采矿产行为。 此前，工作人员在日常巡查中发现该区域有多处盗采遗留痕迹。为彻底摸清违法动态、实现精准打 击，工作人员及时调整巡查策略，启动"蹲点式"巡查与动态监测机制。通过连续多日错时巡查、不定时 走访监测等方式，执法人员昼夜轮守、耐心布控，将正在进行非法开采作业的人员和设备当场查获。当 天，工作人员第一时间将现场情况向上级部门报告，并控制现场做好取证。醴陵市自然资源局紧急抽调 执法人员与王仙派出所组成联合执法队伍火速奔赴现场，当场对涉事装载机进行查封，并对现场开采 量、开采痕迹进行记录，拍摄照片、视频留存证据，整个处置过程规范有序，仅一小时便完成现场控制 与初步取证工作。目前，案件正在进一步处理中。 ...

Core Viewpoint - China Aluminum Corporation (中铝集团) is focusing on strategic mineral resources and high-end advanced materials, aiming to enhance cooperation with Shanxi Province to support national energy security and facilitate the province's transformation and development [1] Group 1: Company Strategy - China Aluminum Corporation's General Manager Wang Shilei expressed gratitude for the support from Shanxi Province in the company's development [1] - The company is committed to building four strong pillars: technological innovation, mineral resource security, high-end advanced materials, and green low-carbon digitalization [1] Group 2: Regional Cooperation - Shanxi Province plays a crucial role in ensuring national energy security, and China Aluminum Corporation plans to deepen cooperation in mineral resource development and clean energy applications [1] - The collaboration aims to strengthen the industrial chain and support major national strategies while assisting Shanxi's transformation [1]

Core Points - The International Organization for Standardization (ISO) has released ISO 17298, the first biodiversity-related standard within the ISO framework, aimed at providing organizations with a practical and scalable framework for assessing and managing their biodiversity impacts, dependencies, risks, and opportunities [3][4] - ISO 17298 addresses the practical shortcomings of the 2022 Kunming-Montreal Global Biodiversity Framework, which, while providing guidelines, lacked operational applicability [4] - The standard is particularly relevant for enterprises, requiring them to meet specific criteria to obtain certification, thus complementing policies like the 2024 guidelines for sustainable development reports from the Shanghai and Shenzhen stock exchanges [3][4] Summary by Sections ISO 17298 Overview - ISO 17298 serves as a guideline and requirement for organizations to implement biodiversity management practices [4] - The standard includes seven core dimensions: understanding and awareness, strategic considerations, operational practices, monitoring and evaluation, collaboration and participation, training and education, and legal compliance [3] Application for Enterprises - Companies must first identify their relationship with biodiversity before assessing risks and opportunities, with the identification process being a significant challenge [5] - The biodiversity dependency assessment is highlighted as a critical module, exemplified by Kweichow Moutai's reliance on local water resources and microorganisms [4][5] Financial Institutions - ISO 17298 provides standardized risk assessment tools for financial institutions to evaluate biodiversity-related risks systematically and accurately [4] Current Trends in China - As of 2024, 60% of Chinese manufacturing companies are actively disclosing biodiversity-related information, indicating a growing awareness of biodiversity issues [7] - The 2024 guidelines from the Shanghai and Shenzhen stock exchanges require companies to disclose significant impacts on ecosystems and biodiversity [6] - Despite progress, there is still room for improvement in integrating biodiversity protection into long-term business strategies, particularly in financial disclosures [8]

目标公司相关矿区尚未进行规模化建设，因此暂未投入运营，仍处于亏损状态，其主要产品为黄金。若 未来国际金价受到全球宏观政治经济等多种因素的影响而波动，会给目标公司及公司未来的业绩带来不 确定性，项目经济效益亦会受到金价波动影响，目标公司存在持续亏损的风险。目标公司相关矿区位于 刚果(金)东北部，是金矿资源最丰富的地区之一，存在冲突和暴力等不安全因素。 Loncor是一家根据加拿大安大略省商业法注册成立的公司，注册地址及总部位于加拿大安大略省多伦多 市，主要在刚果（金）从事勘探和矿产资源开发，公司股票在多伦多证券交易所的主板上市 （TSX:LN），同时在法兰克福证券交易所(FSE：LO5)及美国OTCQX柜台交易市场（代码：LONCF） 挂牌交易。 格隆汇10月14日丨盛屯矿业（维权）(600711.SH)公布，公司全资下属公司盛屯黄金安大略拟以每股1.38 加元的价格，现金方式收购Loncor现有全部已发行且流通的普通股及待稀释股份。收购完成后，公司将 通过买方持有Loncor100%股权。本次收购的交易金额约为2.61亿加元，约合1.9亿美元，人民币13.5亿 元，收购资金来源为公司自有或自筹资金。 ...

从基金十大重仓股角度 数据显示，东兴基金旗下1只基金重仓紫金矿业。东兴改革精选混合A（001708）二季度减持1500股， 持有股数5500股，占基金净值比例为6.29%，位居第一大重仓股。根据测算，今日浮亏损失约8745元。 东兴改革精选混合A（001708）成立日期2015年9月8日，最新规模162.56万。今年以来收益16.69%，同 类排名4962/8162；近一年收益11.74%，同类排名5600/8015；成立以来亏损10.5%。 东兴改革精选混合A（001708）基金经理为孙继青。 10月14日，紫金矿业跌5.08%，截至发稿，报29.71元/股，成交165.77亿元，换手率2.62%，总市值 7896.20亿元。 资料显示，紫金矿业集团股份有限公司位于福建省上杭县紫金大道1号,福建省厦门市思明区环岛东路 1811号中航紫金广场B塔,香港九龙柯士甸道西1号环球贸易广场75楼7503A室，成立日期2000年9月6 日，上市日期2008年4月25日，公司主营业务涉及矿产资源勘查和开发。主营业务收入构成为：冶炼产 品60.94%，矿产品36.48%，其他16.83%，贸易8.02%。 截至发稿，孙继青 ...