Group 1 - Luoyang Molybdenum plans to acquire all issued and unissued common shares of Canadian company Lumina Gold for approximately 5.81 billion CAD (about 3.04 billion RMB), indicating a long-term optimistic outlook on the gold market as a safe-haven asset [1] - The acquisition is expected to diversify Luoyang Molybdenum's asset portfolio and enhance its competitiveness in the global mining market [1] Group 2 - The controlling shareholder of Pylon Technologies, ZTE New, increased its stake by 2.68 million RMB, acquiring 750,000 shares, which represents 0.31% of the company's total equity [2] - ZTE New plans to continue increasing its stake within the next 12 months, with a total investment of no less than 50 million RMB and no more than 100 million RMB [2] Group 3 - Tinci Materials reported a significant increase in Q1 2025, with operating revenue of 3.489 billion RMB, a year-on-year growth of 41.64%, and a net profit attributable to shareholders of 149 million RMB, up 30.80% year-on-year [3] - The revenue growth is primarily attributed to the increased sales of lithium-ion battery materials, benefiting from the rising demand in the new energy vehicle and energy storage markets [3]

Group 1 - The core point of the news is that Luoyang Molybdenum Co., Ltd. announced the acquisition of Lumina Gold Company for CAD 581 million amid rising global gold prices, with its stock prices increasing significantly in both A-share and Hong Kong markets [2] - The acquisition will be conducted in cash and is aimed at enhancing the company's gold resource portfolio, reflecting a positive long-term outlook on gold prices [2][4] - Lumina Gold holds the Cangrejos gold mine project in Ecuador, which has a substantial resource base and competitive extraction costs due to its favorable geological and infrastructural conditions [3][4] Group 2 - The Cangrejos project has a resource estimate of 1.376 billion tons with an average gold grade of 0.46 g/t, containing approximately 638 tons of gold, and a mine life expectancy of 26 years [3] - The acquisition price of CAD 1.27 per share represents a 41% premium over Lumina's closing price on April 17 [4] - Luoyang Molybdenum's revenue and profit reached historical highs in 2024, with total revenue of CNY 213 billion, a 14% year-on-year increase, and a net profit of over CNY 13.5 billion, a 64% increase [4]

证券代码：600711 证券简称：ST盛屯 公告编号：2025-021 盛屯矿业集团股份有限公司 2024年年度权益分派实施公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 每股分配比例 A股每股现金红利0.1元 本次利润分配方案经公司2025年4月14日的2024年年度股东大会审议通过。 2.分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分公司（以下简 称"中国结算上海分公司"）登记在册的本公司全体股东。 3.分配方案： 本次利润分配以方案实施前的公司总股本3,090,611,551股为基数，每股派发现金红利0.1元（含税），共 计派发现金红利309,061,155.10元。 1.实施办法 （2）派送红股或转增股本的，由中国结算上海分公司根据股权登记日上海证券交易所收市后登记在册 股东持股数，按比例直接计入股东账户。 2.自行发放对象 ● 相关日期 ■ ● 差异化分红送转： 否 一、通过分配方案的股东大会届次和日期 二、分配方案 1.发放年度：2024年年度 三 ...

导 语：尽管拥有丰富资源储量和区域地位，公司仍面临流动性压力、采矿年限有限等发展隐 忧。 西藏智汇矿业股份有限公司在港交所递交的招股书中提到，公司拟在香港联合交易所主板上市。此 次 IPO 的联席保荐人为国金证券（香港）有限公司及迈时资本有限公司。不过，招股书显示该版本 为草拟本，资料并不完整且可能会作出重大变动。 西藏智汇矿业是一家专注于锌、铅及铜的探矿、采矿、精矿生产及销售的矿业公司，总部位于中国 西藏。公司的主要业务位于西藏那曲市嘉黎县绒多乡，拥有约 58.5 平方公里的探矿权及约 4.5 平方 公里的采矿权。 其蒙亚啊矿包含一个已投入商业运营的露天矿场和一个开发中的地下采矿项目，地下矿场预期于 2025 年下半年进入商业运营阶段。 值得注意的是，2024 年公司收入出现较大幅度下降，这与露天业务的矿石开采量减少等因素有关。 同时，公司在 2022 年至 2024 年期间存在流动负债净值的情况，2022 年、2023 年及 2024 年 12 月 31 日，流动负债净值分别约为人民币 0.49 亿元、0.98 亿元及 0.79 亿元 ，这显示公司面临一定的 流动性风险。 从投资价值角度分析，西藏智汇矿业 ...

Core Viewpoint - Tengyuan Cobalt Industry plans to expand its copper and cobalt production capacity overseas to ensure raw material supply for domestic cobalt smelting enterprises, with a new wet smelting plant project in the Democratic Republic of Congo (DRC) [1] Group 1: Company Expansion Plans - Tengyuan Cobalt Industry intends to build a wet smelting plant in DRC with an annual production capacity of 30,000 tons of copper and 2,000 tons of cobalt [1] - The company expects to produce approximately 20,000 tons of cobalt and 54,500 tons of copper in 2024, indicating significant capacity expansion [1] - The project will be funded through a joint venture with Kenvista, and the total investment for the project is estimated at 980 million yuan, with a construction period of 18 months [1] Group 2: Market Outlook - Global cobalt consumption is projected to reach 200,200 tons in 2024, a year-on-year increase of 7.15%, with continued growth expected in 2025 [2] - The global refined copper market is anticipated to face a supply shortage of 553,900 tons in 2024, with tight copper supply likely to persist into 2025, supporting higher copper prices [2] Group 3: Strategic Positioning - Tengyuan Cobalt Industry aims to become a leading competitor in the new energy battery materials sector, focusing on securing resources and expanding its product offerings in cobalt, nickel, lithium, copper, and manganese [2] - The DRC holds over 70% of the world's cobalt reserves and production, making it a critical area for Tengyuan's resource strategy [2] Group 4: Partnership and Local Relations - The partnership with SAWA Group is significant due to its extensive experience and established relationships with the local government in DRC, which may facilitate smoother project execution [3] - SAWA Group has been operating in DRC for over 20 years, covering various sectors including mining, real estate, and international trade, enhancing its influence in the local mining market [3]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000688 证券简称：国城矿业 公告编号：2025-044 国城矿业股份有限公司 2024年年度股东大会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 特别提示： ·本次股东大会无否决议案的情形。 ·本次股东大会不涉及变更以往股东大会已通过的决议情形。 一、会议召开和出席情况 1、会议召开情况 现场会议时间：2025年4月18日（星期五）下午14:30开始 网络投票时间：2025年4月18日 其中，通过深圳证券交易所交易系统进行网络投票的具体时间为2025年4月18日的交易时间，即9:15- 9:25、9:30-11:30和13:00-15:00；通过深圳证券交易所互联网系统投票的具体时间为：2025年4月18日 9:15-15:00期间的任意时间。 现场会议地点：北京市丰台区南四环西路188号16区19号楼11层会议室 召开方式：本次会议采取现场投票与网络投票相结合的方式 会议召集人：公司第十二届董事会 会议主持人：公司董事长吴城先生 本次股东大会的召开符合《公司法》《上市公司股东会规则 ...

Group 1 - The company, Shenzhen Zhongjin Lingnan Nonfemet Company Limited, will hold its 2024 annual performance briefing on April 25, 2025, from 15:00 to 17:00 via an online platform [1] - The briefing aims to provide investors with insights into the company's operational development for the year 2024 [1] - Key personnel attending the briefing include the company's Party Secretary and Chairman Yu Hong, Vice Chairman and President Pan Wenhao, and Secretary of the Board and General Counsel Wan Lei [1] Group 2 - The company is soliciting questions from investors in advance of the annual performance briefing to enhance communication and address investor concerns [2] - Investors can submit their questions until April 24, 2025, at 12:00 through a designated webpage [2] - The company encourages active participation from investors in the upcoming online performance briefing [2]

Core Viewpoint - Tibet Zhihui Mining Co., Ltd. has submitted an application to list on the Hong Kong Stock Exchange, with Guotai Junan Securities (Hong Kong) and Maysun Capital as joint sponsors [1][3]. Company Overview - Zhihui Mining is a mining company focused on the exploration, mining, production, and sales of zinc, lead, and copper in Tibet, China. It ranks second, third, and fifth in average annual production of zinc, lead, and copper concentrates in Tibet from 2022 to 2024, respectively [3][4]. - The company's mining operations are located in the Nagqu region of Tibet, specifically in the Rongduo Township of Jiali County. The Mengya Mine includes an open-pit mine that has been in commercial operation since 2007 and an underground mining project expected to commence commercial operations in the second half of 2025 [3][4]. Resource and Production Capacity - As of December 31, 2024, the total ore reserves of the open-pit mine are 1,548,000 tons with average grades of 4.89% zinc, 0.65% lead, 0.10% copper, and 9.62 grams per ton of silver. The underground mining project has total ore reserves of 10,626,000 tons with average grades of 4.15% zinc, 2.99% lead, 0.21% copper, and 35.05 grams per ton of silver. Once completed, the Mengya Mine is expected to supply 400,000 tons of ore annually for concentrate production [4][6]. Business Model and Revenue - The company operates a business chain that includes exploration, mining, concentrate production, and sales. Its main products are zinc concentrates, lead concentrates, and copper concentrates. Revenue is generated from sales to metal traders and smelters [6]. - Financial performance shows revenues of approximately RMB 482.35 million, RMB 546.13 million, and RMB 301.43 million for the years 2022, 2023, and 2024, respectively. The profit attributable to owners for the same years was approximately RMB 118.79 million, RMB 154.73 million, and RMB 55.85 million [6][7].

Summary of Zijin Mining Conference Call Company Overview - **Company**: Zijin Mining - **Date**: Q1 2025 Conference Call Key Points Financial Performance - In Q1 2025, Zijin Mining reported a net profit attributable to shareholders of **10.167 billion yuan**, a **62% increase** year-on-year, primarily driven by significant improvements in gold and copper business gross margins [2][7] - The company's debt-to-asset ratio decreased to **54.89%**, with plans to reduce it to around **50%** over the next two years for healthier financial status [2][7] Gold and Copper Production - Gold business gross margin increased to **36%** in Q1 2025, with a production target of **85 tons** for the year, representing a **17% increase** [2][9][8] - The increase in gold production is expected to come from several key mines: - Ghana Gold Mine: **5-6 tons** - Bogala Gold Mine: **3-4 tons** - Xinjiang Saiyarton Gold Mine: **3-4 tons** [2][11] - Copper production target for the Kamoa Copper Mine in 2025 is set at **600,000 tons**, supported by recent strong performance and management optimization [2][13] Mining Projects and Exploration - The second phase of the Julong project is expected to be operational by the end of 2025, with a combined copper capacity of **300,000 to 350,000 tons** from both phases [2][14][15] - The Timok mining area in Serbia is set to adopt block caving mining technology, with production expected by the end of 2026, aiming for an annual copper production capacity of **400,000 tons** [2][17] - Significant exploration results include: - Duobao Mountain reserves increased to over **24 million tons** - High-grade gold resources of approximately **70 tons** discovered at Uritika [2][4][18] Cost and Pricing Dynamics - The cost of gold production has increased due to rising gold prices, while copper production costs have remained stable compared to Q4 2024 [3][22] - The sales price of electrolytic copper has seen a significant increase, contributing to improved gross margins [6] Future Outlook - The company is optimistic about the future demand and price trends for lithium and copper, with plans to enhance exploration efforts globally to ensure future supply growth [20][28] - The La Guo Cuo salt lake project is expected to produce **18,000 tons** in 2025, with a total annual guidance of **40,000 tons** [23][29] Additional Insights - The company emphasizes the importance of exploration mechanisms and incentivizing geological personnel to ensure future supply growth [20] - The company is also exploring potential synergies between its various projects, although specific collaborations are yet to be confirmed [26] This summary encapsulates the key financial metrics, production targets, project updates, and strategic outlook of Zijin Mining as discussed in the conference call.

Core Viewpoint - Zijin Mining reported a significant increase in revenue and profit for Q1 2025, marking the first time in its history that quarterly net profit exceeded 10 billion yuan, driven by increased production and rising metal prices [2][3] Financial Performance - In Q1 2025, Zijin Mining achieved operating revenue of 78.928 billion yuan, a year-on-year increase of 5.55% - The net profit attributable to shareholders reached 10.167 billion yuan, up 62.39% year-on-year and 32.15% quarter-on-quarter - The non-recurring net profit was 9.881 billion yuan, reflecting a year-on-year growth of 58.76% and a quarter-on-quarter increase of 24.37% [2] Production and Profitability - Gold production increased by 13% to 19.07 tons, with a gross margin of 60.86%, up 9.54% year-on-year; the sales price rose by 40.07% to 641.51 yuan per gram - Copper production rose by 9% to 28.76 tons, with a gross margin of 61.14%, an increase of 3.3% year-on-year; the sales price increased by 16.69% to 62,030 yuan per ton - The gross profit from gold and copper segments increased by 32.9 billion yuan and 17.9 billion yuan respectively [3][4] Market Conditions - The spot gold price rose approximately 19% in Q1 2025, marking the largest quarterly increase since September 1986, while COMEX gold futures rose by 17.12% [4] - The company plans to produce 1.15 million tons of copper, 85 tons of gold, and 44 million tons of zinc (lead) in 2025 [4] Stock Buyback and Market Response - Zijin Mining initiated a stock buyback of nearly 1 billion yuan following a significant drop in stock price due to external tariff policy changes, with plans to repurchase shares at a price not exceeding 17 yuan per share [5] Lithium Business and Future Plans - The company did not report on its lithium business in the Q1 report, despite plans to establish a production capacity of 40,000 tons of lithium carbonate equivalent by 2025 - Zijin Mining's acquisition of control over Zangge Mining is expected to enhance its position in the lithium market, with a focus on low-cost, high-margin projects [6][7]