国务院安委办公布打击盗采矿产资源典型案例。 为持续深化开展废弃矿洞排查封堵整治、严厉打击盗采盗挖行为，充分发挥典型案例的警示教育作用，有效遏制盗采亡人事件发生， 国务院安委会办公室公布第二批5起典型案例。 2025年2月，内蒙古自治区乌拉特中旗公安局在工作中发现非法采矿线索。经调查，陶某某、扈某某涉嫌在辖区内废弃矿洞非法盗采 金矿，涉案金额20余万元。旗公安局已依法立案侦查，并对陶某某、扈某某采取刑事强制措施。案件正在进一步侦办中。 案例2 2025年3月，江西省鄱阳县公安局接到县自然资源局移交的非法采矿线索。经调查，鄱阳县占某某等10人涉嫌非法盗采砂石矿，涉案 金额1 48万元。县公安局已依法立案侦查，并对占某某等10人采取刑事强制措施。案件正在进一步侦办中。 案例3 2025年9月，云南省武定县公安局接到县自然资源局移交的非法采矿线索。经调查，武定县龚某等6人涉嫌非法盗采钛矿，涉案金额 600余万元。县公安局已依法立案侦查，并对龚某等6人采取刑事强制措施。案件正在进一步侦办中。 案例5 2025年1 0月，甘肃省白银市公安局白银分局接到群众举报的非法采矿线索。经调查，张某等7人涉嫌在辖区内废弃矿洞非法盗采 ...

创金合信启富优选股票发起A（019338）成立日期2023年9月19日，最新规模2019.17万。今年以来收益 42.15%，同类排名867/4197；近一年收益38.5%，同类排名839/4154；成立以来收益44.91%。 创金合信启富优选股票发起A（019338）基金经理为张荣。 12月23日，龙高股份涨5.01%，截至发稿，报39.80元/股，成交9623.94万元，换手率1.42%，总市值 71.32亿元。 资料显示，龙岩高岭土股份有限公司位于福建省龙岩市新罗区西陂街道龙岩大道260号国资大厦10-12 层，成立日期2003年4月25日，上市日期2021年4月16日，公司主营业务涉及高岭土的采选、加工和销 售,以及相关技术研发业务。主营业务收入构成为：原矿41.94%，综合利用31.47%，精矿25.56%，其他 (补充)1.03%。 从基金十大重仓股角度 数据显示，创金合信基金旗下1只基金重仓龙高股份。创金合信启富优选股票发起A（019338）三季度 持有股数3.1万股，占基金净值比例为1.47%，位居第十大重仓股。根据测算，今日浮盈赚取约5.89万 元。 截至发稿，张荣累计任职时间10年199天 ...

国泰中证全指建筑材料ETF（159745）成立日期2021年6月9日，最新规模11.02亿。今年以来收益 11.45%，同类排名3360/4197；近一年收益8.45%，同类排名3471/4154；成立以来亏损35.08%。 国泰中证全指建筑材料ETF（159745）基金经理为黄岳。 12月23日，四川金顶跌5.1%，截至发稿，报12.66元/股，成交4.77亿元，换手率10.63%，总市值44.18亿 元。 资料显示，四川金顶(集团)股份有限公司位于四川省乐山市峨眉山市九里镇新农村一组166号，成立日 期1988年9月7日，上市日期1993年10月8日，公司主营业务涉及非金属矿开采、加工及产品销售。主营 业务收入构成为：石灰石86.66%，物流装卸运输仓储7.41%，氧化钙3.16%，租金收入1.43%，商品混凝 土、水泥稳定碎石1.41%，IT设备信息技服务0.02%。 从四川金顶十大流通股东角度 数据显示，国泰基金旗下1只基金位居四川金顶十大流通股东。国泰中证全指建筑材料ETF（159745） 三季度新进十大流通股东，持有股数119.34万股，占流通股的比例为0.34%。根据测算，今日浮亏损失 约81. ...

格隆汇12月2日｜龙高股份发布异动公告，公司股票价格于2025年11月28日、12月1日、12月2日连续三 个交易日内收盘价格涨幅偏离值累计达到20%。根据《上海证券交易所交易规则》，属于股票交易异常 波动情形。公司专注于高岭土的采选、加工和销售，以及相关技术研发业务，公司的主要产品分为高岭 土原矿、325目高岭土精矿、超级龙岩高岭土、改性高岭土、综合利用产品五大类。经公司自查，公司 生产经营情况正常。截至本公告披露日，不存在影响公司股票异常波动的重大事项。 ...

Core Viewpoint - Company plans to globally offer 24.3 million H-shares at a price of HKD 7.30 per share, with the offering period from November 25 to November 28, 2025, and expected trading to commence on December 3, 2025 [1] Group 1: Company Overview - Company specializes in coal series kaolin, possessing an integrated capability across mining, R&D, processing, production, and sales [1] - Company ranks fifth in the market with a 5.4% market share in the revenue of coal series calcined kaolin in China, according to Frost & Sullivan [1] - Main products include materials for precision casting and refractory materials, which are essential for precision casting shells and refractory materials [1] Group 2: Fundraising and Use of Proceeds - Company has entered into cornerstone investment agreements, with cornerstone investors agreeing to subscribe for shares totaling HKD 76.2 million, equating to 10.44 million shares at the offering price [2] - Estimated net proceeds from the global offering will be approximately HKD 124.3 million if the over-allotment option is not exercised, and an additional HKD 25.7 million if fully exercised [3] - Planned allocation of net proceeds includes approximately 70.8% for deep processing projects of aluminosilicate materials, 20.6% for establishing a new materials engineering technology research center, 0.6% for repaying bank loans, and 8.0% for working capital and general corporate purposes [3]

Group 1 - The article provides a detailed overview of the current prices of various metals and minerals, indicating fluctuations in market prices for specific commodities [1][2] - Cadmium is priced between 28,600 to 29,600 RMB per ton, while chromium ranges from 81,100 to 84,600 RMB per ton [1] - Lithium metal is reported at 575,100 to 610,100 RMB per ton, reflecting significant interest in battery materials [1] Group 2 - Non-metallic products such as boron and talc are also listed, with boron priced at 4,500 RMB per ton in Shandong and talc at 3,000 RMB per ton in Henan [2] - The report highlights the price of rare earth carbonate at 44,305 to 44,705 RMB per ton, indicating ongoing demand in the market [1] - The pricing for various ores, including copper and lead concentrates, shows a range of 16,650 to 16,800 RMB per ton for lead in Henan [1]

Economic Growth - Five cities, Meizhou, Zhanjiang, Chaozhou, Shanwei, and Qingyuan, have economic growth rates exceeding the provincial average of 4.1%, with rates of 6.0%, 5.0%, 5.0%, 4.5%, and 4.4% respectively [2] - Meizhou's economic growth accelerated significantly from 3.6% last year to 6.0% this year, maintaining the highest growth rate in the province [2] - Zhanjiang's economic growth also improved from 1.2% last year to 5.0% this year, indicating a strong recovery [2] Industrial Performance - Meizhou's industrial added value increased by 9.0%, with significant contributions from the power, electronic information, and mechanical manufacturing sectors, which grew by 7.7%, 24.7%, and 9.6% respectively [3] - Zhanjiang led the province with a 10.4% increase in industrial added value, driven by the green steel, petrochemical, and energy industries [3] - Other cities like Yunfu, Heyuan, Qingyuan, and Shaoguan also reported industrial growth rates above the provincial average of 3.5% [3] Infrastructure and Investment - Infrastructure investment in cities such as Chaozhou, Jieyang, Zhanjiang, and Meizhou grew significantly, with rates of 28.4%, 17.3%, 14.8%, and 13.9% respectively [5] - Industrial investment in Maoming surged by 30.7%, attributed to the implementation of various industrial projects [5] - Industrial technological upgrades also saw substantial growth, with Maoming, Meizhou, and Yangjiang reporting increases of 67.1%, 48.5%, and 39.0% respectively [5] Agricultural and Consumer Market - Agricultural output in cities like Shaoguan, Chaozhou, and Shanwei grew above the provincial rate of 4.9%, with respective growth rates of 6.2%, 6.2%, and 5.8% [6] - The tourism and consumption sectors showed positive trends, with Shantou's tourist turnover increasing by 8.1% and accommodation facilities seeing a 20.3% rise in overnight visitors [7] - Real estate sales also experienced growth, with Yangjiang's sales area increasing by 15.9% and Chaozhou's real estate development investment rising by 46.6% in September [7]

Core Viewpoint - ST Jinhong (000669.SZ) announced that its subsidiary, Hunan Shenzhou Jiepai Ceramics Co., Ltd. (referred to as "Shenzhou Jiepai"), will temporarily suspend operations for a comprehensive technical upgrade of its mining system to enhance safety, environmental protection, and economic efficiency [1] Company Overview - The main business of ST Jinhong is natural gas comprehensive utilization, while Shenzhou Jiepai focuses on the mining and sales of non-metallic minerals, specifically feldspar and kaolin, which are ceramic raw materials [1] Financial Impact - For the fiscal year 2024, Shenzhou Jiepai's audited revenue and net profit accounted for 3.54% and -4.40% of the company's consolidated revenue and net profit, respectively [1] - In the first half of 2025, Shenzhou Jiepai's unaudited revenue and net profit represented 2.39% and 0.35% of the company's unaudited consolidated revenue and net profit, respectively [1] - The temporary suspension of operations is not expected to have a significant impact on the company [1]

Group 1 - The company Longjiang Materials (001296.SZ) responded to an investor inquiry regarding the reserves of its quartz sand mines [2] - The main quartz sand mine is located in Zhangwu County, Liaoning Province, with a designed mining resource amount of 14,086.6 million tons [2]

Investment Rating - The investment rating for the company is "Buy" and it is maintained [8] Core Views - The company reported a revenue of 1.73 billion yuan for the first half of 2025, representing a year-on-year increase of 54.2%. However, the net profit attributable to shareholders decreased by 24.7% year-on-year to 130 million yuan [2][6] - In Q2 2025, the company achieved a revenue of 870 million yuan, which is a 29.2% increase year-on-year and a 0.9% increase quarter-on-quarter. The net profit attributable to shareholders for the same quarter was 60 million yuan, down 44.6% year-on-year and 11.3% quarter-on-quarter [2][6] Summary by Sections Financial Performance - The company’s revenue for H1 2025 was 1.73 billion yuan, with a net profit of 130 million yuan, reflecting a significant decline in profitability despite revenue growth [2][6] - The Q2 results showed a revenue of 870 million yuan and a net profit of 60 million yuan, indicating a downward trend in profitability [2][6] Project Developments - The "selection and chemical integration" project has shown significant profitability growth, with the AHF gross margin increasing to 11.57% from 0.39% year-on-year. The project has helped the company realize market value from low-grade fluorite powder [11] - The company is facing challenges with its single mine operations, where production and costs have remained stable compared to the previous year, leading to a profit decrease of nearly 20 million yuan in H1 2025 [11] - The Mongolian project is still under construction, with limited sales and additional financial burdens due to currency depreciation and increased management costs, resulting in a net loss of 17.04 million yuan for H1 2025 [11] - The lithium project is under pressure, with losses reported from both Jinshi New Materials and Jiangxi Jinling due to the ongoing downturn in the lithium industry [11] Market Trends - The price of fluorite has seen a decline in Q2 2025, with a current market price of 3,207 yuan per ton, but there are signs of a potential rebound as demand may increase with seasonal changes [11] - The company is optimistic about future profitability improvements as key projects are progressing steadily, including the completion of technical upgrades and the Mongolian project nearing operational readiness [11] Profit Forecast - The company expects net profits to reach 340 million yuan, 530 million yuan, and 700 million yuan for the years 2024, 2025, and 2026 respectively, maintaining a "Buy" rating based on these projections [11]