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中企遭800亿美元天价索赔!中国有色矿业回应:防渗膜被盗割等原因导致溃坝,已履行修复义务和赔偿,新索赔无依据
Mei Ri Jing Ji Xin Wen· 2025-09-20 16:21
每经记者|黄宗彦 孔泽思 每经编辑|何小桃 张益铭 中国有色矿业(HK01258,股价12.85港元,市值501.41亿港元)旗下公司今年2月发生的一起事故,在9月中旬再次成为热点。 9月18日晚间,中国有色矿业发布公告称,近期有媒体文章就公司旗下赞比亚谦比希湿法冶炼有限公司(以下简称谦比希湿法公司)尾矿坝溃坝事件作出 指控,并对事件进行说明。 9月19日,有接近上市公司的人士向《每日经济新闻》记者表示,发生事故的公司目前仍停产,由于项目产量不大,事件对中国有色矿业年产量影响有 限。目前,复产需等待当地政府聘请环评机构出具环评报告,但各方对选聘环评机构存在一定争议。 《每日经济新闻》记者注意到,截至9月19日,中国有色矿业今年以来股价涨幅超150%。 中国有色矿业: 800亿美元索赔缺乏依据 中国有色矿业表示,2月18日,谦比希湿法公司一座尾矿坝因防渗膜被盗割以及持续强降雨(2025年1月至2月赞比亚当地降雨量接近20年来同期降雨量最 大值)等原因溃坝,导致部分尾矿泄漏。溃口于19日凌晨3点半完成封堵,事故源头得到有效控制。 对于尾矿坝事件,谦比希湿法公司已依据政府指令全面履行修复和治理义务,并按照赞比亚政府 ...
西藏矿业:监事会主席辞职
Zheng Quan Ri Bao Wang· 2025-09-19 15:15
Core Viewpoint - The announcement reveals the resignation of Mr. Laba Jiangcun, the chairman of the supervisory board of Tibet Mining, due to reaching the statutory retirement age [1] Company Summary - Tibet Mining (000762) has received a written resignation report from Mr. Laba Jiangcun, who is stepping down from his positions as a supervisor and chairman of the supervisory board [1] - Mr. Laba Jiangcun's resignation is effective immediately, and he will not hold any positions in the company or its subsidiaries after his departure [1]
大中矿业:香花岭锡业所在矿区面积较大,拥有的资源种类较多
Zheng Quan Ri Bao· 2025-09-19 10:15
Group 1 - The company Dazhong Mining stated on September 19 that the Xianghualing Tin Industry is located in a large mining area with various types of resources, and specific details should be based on professional geological survey reports [2]
大中矿业:公司在冶炼技术和工艺方面持续推动自主创新
Zheng Quan Ri Bao· 2025-09-19 10:15
Core Viewpoint - The company has made significant advancements in lithium extraction technology, achieving a high recovery rate and reducing production costs through innovative processes [2] Group 1: Technological Innovations - The company is continuously promoting independent innovation in smelting technology and processes [2] - A technical team has been established to complete the pilot test of a new lithium extraction process using sulfuric acid [2] - The company has overcome challenges related to environmental standards for the discharge of lithium mica, lithium slag, thallium, beryllium, and fluorine [2] Group 2: Recovery Rates and Cost Reduction - The recovery rate of lithium from lithium mica has significantly increased, reaching as high as 90% [2] - The comprehensive recovery and utilization of valuable elements have substantially lowered production costs [2]
中矿资源(002738):首席周观点:2025年第38周-20250919
Dongxing Securities· 2025-09-19 10:13
Investment Rating - The report maintains a "Recommended" rating for the company, indicating a positive outlook for its stock performance relative to market benchmarks [12]. Core Viewpoints - The company has enhanced its growth elasticity through a diversified layout in lithium, cesium, rubidium, and copper-germanium, which supports its business resilience [1]. - The lithium segment is entering a new phase of structural price and volume increases, with the company transitioning from a geological exploration firm to a fully integrated mining group [1][2]. - The company has a robust lithium resource base, with significant production capacity and self-sufficiency in raw materials, which positions it well against market fluctuations [3][4]. Summary by Relevant Sections Business Segments - The company's main business segments include lithium (40% of revenue in H1 2025), cesium and rubidium (22% of revenue), and a multi-metal segment (expected to contribute from 2026) [2]. Resource and Production Capacity - The company owns two lithium resource mines with a total lithium ore volume of 118.17 million tons, equivalent to 3.06 million tons of lithium carbonate [3]. - The Bikita mine, a key asset, has undergone three resource increases since acquisition, with a current lithium ore volume of 107.42 million tons [3]. - The company has achieved a 100% self-sufficiency rate in lithium salt production, with a total lithium salt production capacity of 71,000 tons per year [4]. Cost Management and Efficiency - Investments in renewable energy projects, such as a solar power facility, are expected to save approximately $3.84 million in electricity costs annually [5]. - The company is adjusting its raw material supply structure to further reduce production costs for lithium salts [5]. Sales and Market Outlook - The company's lithium salt sales are projected to grow significantly, with a 76% increase in total sales from 2022 to 2024 [6]. - The company plans to cease external raw material purchases and processing by 2025, achieving full self-sufficiency in lithium salt production [6]. Financial Projections - The company is expected to see its earnings per share (EPS) grow from 1.92 yuan in 2025 to 3.80 yuan by 2027, reflecting strong growth potential [12].
*ST亚振2025年9月19日涨停分析:海派家具+锆钛选矿+业务拓展
Xin Lang Cai Jing· 2025-09-19 01:45
Group 1 - The core viewpoint of the news is that *ST Yazhen (sh603389) reached its daily limit with a price of 28.82 yuan, reflecting a 4.96% increase and a total market capitalization of 7.948 billion yuan [1] - The stock's surge is attributed to several factors, including the company's established brand in the mid-to-high-end Haipai furniture market, which has a certain customer base despite fierce competition [2] - The acquisition of a 51% stake in Guangxi Zirconium Industry by the company expands its business into the zircon-titanium mining sector, which is expected to provide new profit growth opportunities [2] - The recent inflow of funds into the non-ferrous metals sector has positively impacted related stocks, including *ST Yazhen, aligning with market trends [2] - Technical indicators such as the MACD forming a golden cross and a bullish short-term moving average suggest a potential upward trend for the stock [2] Group 2 - The total trading volume for *ST Yazhen on the day of the price surge was 68.426 million yuan, indicating significant market activity [1] - The stock's performance is part of a broader trend in the non-ferrous metals sector, which has seen increased investor interest and activity [2]
中国有色矿业:对于尾矿坝事件,谦比希湿法已经依据政府指令全面履行修复和治理义务
Zhi Tong Cai Jing· 2025-09-18 15:13
Group 1 - China Nonferrous Mining (01258) has acknowledged media allegations regarding the tailings dam collapse incident at its subsidiary, Zambia Chambishi Copper Smelter, and has provided clarifications in its interim financial report [1] - The tailings dam collapsed on February 18, 2025, due to theft of the impermeable membrane and heavy rainfall, which was the highest in nearly 20 years for that period in Zambia [1] - The company took immediate action to communicate with Zambian government authorities and mobilized resources for emergency response and water recovery efforts [1] Group 2 - On August 7, 2025, the Zambian government announced that the situation had returned to normal, with laboratory tests showing that water pH levels had normalized and heavy metal concentrations were decreasing [2] - The Zambian government reported no significant health issues or outbreaks related to the pollution incident since it occurred, and there have been no deaths attributed to the pollution [2] - On September 10, 2025, Zambian officials visited the Chambishi site and praised the company's timely response and environmental remediation efforts [2] Group 3 - On September 18, 2025, the Chinese Foreign Ministry spokesperson stated that the company had fulfilled its repair and remediation obligations as per government directives and had compensated individual farmers according to a damage report issued by the Zambian government [3] - A petition was filed by over a hundred local residents (with only 11 authorized) demanding the establishment of an environmental remediation trust account with $80 billion for environmental restoration and compensation, which the company considers baseless [3] - The company believes that the incident has not significantly impacted its operational or financial status, and the prompt remedial actions and positive government responses indicate no major effects on the surrounding environment or community [3]
中国有色矿业(01258):对于尾矿坝事件,谦比希湿法已经依据政府指令全面履行修复和治理义务
智通财经网· 2025-09-18 15:06
Core Viewpoint - The company has addressed recent media allegations regarding the tailings dam incident at its subsidiary, Zambia Chambishi Hydrometallurgical Co., Ltd, clarifying the situation and outlining the response measures taken [1][3]. Group 1: Incident Details - On February 18, 2025, a tailings dam at Chambishi Hydrometallurgical failed due to theft of the impermeable membrane and heavy rainfall, leading to some tailings leakage [1]. - The breach was contained by 3:30 AM on February 19, and the company promptly communicated with Zambian government authorities to manage the situation and initiate water recovery efforts [1]. Group 2: Government Response - On August 7, 2025, the Zambian government announced that the situation had largely returned to normal, with laboratory tests showing that water pH levels had normalized and heavy metal concentrations were decreasing [2]. - The government reported no significant health issues or outbreaks related to the pollution incident since it occurred, and there have been no deaths attributed to the pollution [2]. Group 3: Legal and Financial Implications - On September 18, 2025, the Chinese Foreign Ministry stated that the company had fulfilled its obligations for repair and remediation as per government directives and had compensated individual farmers as per the damage report issued by the Zambian government [3]. - A petition was filed by over a hundred local residents (with only 11 authorized) demanding the establishment of an environmental remediation trust account with $80 billion (approximately 624 billion HKD) managed by the Zambian government, along with an additional $200 million for emergency relief and health/environmental assessments [3]. - The company believes the claims lack basis and has engaged a local legal team to protect its rights, asserting that the incident has not significantly impacted its operational or financial status [3].
洛阳钼业股价连续4天下跌累计跌幅7.75%,中加基金旗下1只基金持7700股,浮亏损失8008元
Xin Lang Cai Jing· 2025-09-18 07:24
Group 1 - The core viewpoint of the news is that Luoyang Molybdenum Co., Ltd. has experienced a significant decline in its stock price, dropping 3.28% on September 18, with a cumulative decline of 7.75% over four consecutive days [1] - As of the report, Luoyang Molybdenum's stock price is 12.38 yuan per share, with a trading volume of 3.324 billion yuan and a turnover rate of 1.53%, resulting in a total market capitalization of 264.862 billion yuan [1] - The company primarily engages in the mining, selection, deep processing, trading, and research of precious metals such as molybdenum, tungsten, and gold, with its main business revenue composition being 48.56% from refined metal product trading and 38.31% from concentrate product trading [1] Group 2 - According to data, Zhongjia Fund has a significant holding in Luoyang Molybdenum, with its Zhongjia Xinxing Mixed A Fund holding 7,700 shares, accounting for 0.12% of the fund's net value, ranking as the eighth largest holding [2] - The fund has incurred a floating loss of approximately 3,234 yuan today, with a total floating loss of 8,008 yuan during the four-day decline [2] - Zhongjia Xinxing Mixed A Fund was established on December 2, 2015, with a latest scale of 51.6921 million yuan, and has achieved a year-to-date return of 3.43% [2] Group 3 - The fund managers of Zhongjia Xinxing Mixed A are Zhong Wei and Pang Zhitong, with Zhong Wei having a tenure of 11 years and 319 days and a total fund asset size of 327 million yuan [3] - During Zhong Wei's tenure, the best fund return was 21.22%, while the worst was 0.36% [3] - Pang Zhitong has a tenure of 1 year and 231 days, managing assets of 94.2527 million yuan, with a best return of 9.35% and a worst return of 3.49% during his tenure [3]
兴业银锡股价跌5%,中邮基金旗下1只基金重仓,持有200万股浮亏损失250万元
Xin Lang Cai Jing· 2025-09-18 07:05
Core Viewpoint - The stock of Inner Mongolia Xingye Silver Tin Mining Co., Ltd. has experienced a decline of 5% as of September 18, with a trading price of 23.75 CNY per share and a total market capitalization of 42.171 billion CNY [1] Company Overview - Inner Mongolia Xingye Silver Tin Mining Co., Ltd. was established on August 23, 1996, and listed on August 28, 1996. The company is located at 76 Yulong Avenue, New District, Chifeng City, Inner Mongolia [1] - The company's main business involves the mining and smelting of non-ferrous and ferrous metal resources. The revenue composition from its main business includes: - Silver: 34.80% - Tin: 30.81% - Zinc: 19.32% - Lead: 5.12% - Iron: 3.34% - Antimony: 2.90% - Copper: 2.01% - Others: 0.72% - Gold: 0.66% - Bismuth: 0.32% [1] Fund Holdings - According to data, one fund under China Post Fund has a significant holding in Xingye Silver Tin. The China Post Core Advantage Flexible Allocation Mixed A Fund (590003) held 2 million shares in the second quarter, accounting for 2.62% of the fund's net value, making it the eighth largest holding [2] - The fund has reported a floating loss of approximately 2.5 million CNY as of the latest update [2] - The China Post Core Advantage Flexible Allocation Mixed A Fund was established on October 28, 2009, with a current scale of 1.084 billion CNY. Year-to-date returns are 30.18%, ranking 2949 out of 8172 in its category, while the one-year return is 38.55%, ranking 4502 out of 7980 [2]