Group 1 - The company has approved a cash dividend distribution plan for the fiscal year 2024, proposing a distribution of 1.00 RMB per 10 shares, totaling 68,996,934.60 RMB [1][2] - The total share capital as of the end of 2024 is 689,969,346 shares, and the remaining undistributed profits will be carried forward to the next fiscal year [1][2] - The dividend distribution will be subject to different tax rates based on the type of shareholders, with specific provisions for Hong Kong investors and domestic investors [1][2] Group 2 - The record date for the dividend distribution is set for June 16, 2025, and the ex-dividend date is June 17, 2025 [2] - The distribution will be directly credited to the shareholders' accounts through their custodial securities companies [2] - The company assumes all legal responsibilities for any issues arising from insufficient cash dividends due to a decrease in shares held by shareholders during the distribution application period [2]

Group 1 - Rio Tinto's board remains unified in supporting its lithium strategy despite recent challenges, including CEO Jakob Stausholm's unexpected departure and a significant acquisition of Allkem for AUD 10 billion [3] - The company is launching five large alternative iron ore mines over the next five years, with the first, Western Range, now operational and expected to produce 25 million tons annually [3] - Stausholm emphasized the importance of lithium as a future pillar of the business, highlighting the strategic value of lithium brine projects in Argentina and Chile [3] Group 2 - Geopacific Resources' stock surged by 20% following the announcement that gold producer St Barbara will acquire a significant stake, potentially becoming a strategic shareholder with 14.4% ownership [6] - The partnership is expected to create strategic synergies, particularly with Geopacific's Woodlark gold project in Papua New Guinea [6] Group 3 - Australian Strategic Materials' stock increased by 27.09% due to rising inquiries for its high-purity rare earth materials from its Korean metal plant and successful sales contracts with major partners [7] - The company is positioning itself as a leading producer of NdPr metals and NdFeB alloys outside of China, with plans to establish a metal plant in the U.S. [7] Group 4 - Robex Resources debuted on the ASX with a 16.08% increase, raising AUD 120 million through its IPO, focusing on gold exploration and production in West Africa [12][13] - The Kiniero project in Guinea has an estimated resource of 71.23 million tons at a grade of 0.96 grams per ton, containing 2.2 million ounces of gold [13] Group 5 - IperionX Limited's stock rose by 28.84%, reflecting a 114.35% increase over the past year, as the company transitions from mineral exploration to a focus on low-carbon critical metals [17][27] - The company has secured a significant contract from the U.S. Department of Defense, with a maximum value of USD 99 million, highlighting its role in the domestic materials manufacturing strategy [25][27] Group 6 - Solstice Minerals reported promising results from its Bluetooth gold project, confirming shallow, stable, and wide gold mineralization, which supports future open-pit mining potential [32][34] - The company is advancing exploration in multiple target areas, with a strong cash position of AUD 13.6 million to support ongoing projects [36][38]

Group 1 - The core viewpoint of the articles highlights the performance and valuation of Luoyang Molybdenum Co., Ltd., which closed at 7.38 yuan, up 2.07%, with a rolling PE ratio of 10.30 times and a total market value of 158.664 billion yuan [1][2] - The company ranks 8th in the food and beverage industry, which has an average PE ratio of 43.71 times and a median of 34.03 times [1][2] - As of the first quarter of 2025, 166 institutions held shares in Luoyang Molybdenum, including 160 funds, with a total holding of 1,218,899,280 shares valued at 92.636 billion yuan [1] Group 2 - The main business of Luoyang Molybdenum includes mining and processing of base and rare metals, as well as mineral trading, with key products being molybdenum, tungsten, copper, cobalt, niobium, phosphorus, and refined metal trading [1] - The latest financial results for the first quarter of 2025 show the company achieved an operating income of 46.006 billion yuan, a year-on-year decrease of 0.25%, and a net profit of 3.946 billion yuan, a year-on-year increase of 90.47%, with a gross profit margin of 22.33% [1]

要约人乃一家于澳洲注册成立的有限责任公司，其股份于澳洲证券交易所上市(澳洲证交所股份代号： MLX)。要约人的主要业务包括：投资于一家在澳洲经营锡矿的合营企业;及投资于多家在澳洲从事锡、 金及卑金属项目勘探及开发的公司。 要约人的主要资产为其于拥有及经营塔斯曼尼亚西北部雷尼森锡矿的Bluestone Mines Tasmania Joint Venture Pty Ltd(BMTJV)所持有的50%权益。 BMTJV由要约人间接持有50%权益，余下50%权益由受要约人的非全资附属公司持有。要约人对 BMTJV所拥有的雷尼森锡矿的长期发展充满信心。要约人拟透过提出部分收购要约收购受要约人的股 权以增持BMTJV的权益。 要约人认为，部分收购要约对合资格股东有利，原因为部分收购要约将为有意于暂停买卖期间实现全部 或部分投资的合资格股东提供机会。合资格股东应注意，当暂停买卖持续进行时，彼等无法在公开市场 上出售其投资;及部分收购要约一经作出，将在所有方面均属无条件。 智通财经APP讯，绿科科技国际(00195)及要约人Metals X Limited联合公布，于2024年10月23日，要约 人向受要约人发出意向书， ...

Core Viewpoint - The company is expanding its resource portfolio globally, focusing on silver, tin, and zinc, with significant acquisitions and operational growth expected in the coming years [1][2]. Group 1: Resource Expansion - The company has undergone three rounds of resource expansion since its listing, with major acquisitions including Bosheng Mining (gold) and Yubang Mining (silver and zinc) in 2023 [1]. - The company currently operates three major mines that are expected to generate substantial profits, positioning it as a high-growth cash cow [1]. - The company holds three world-class silver mines, with significant silver resources: Yinan Mining (8,058 tons), Yubang Mining (17,900 tons), and Budun Yingen Mining (11,000 tons) [1]. Group 2: Future Production Capacity - The company’s silver production capacity is projected to increase by 2.7 times, reaching 1,494 million tons per year after full production of its mines [2]. - In 2024, the combined silver production from the company's three mines is expected to be 229 tons, which is below the average production of over 350 tons per year from the top ten silver mines globally [2]. Group 3: Market Conditions - Current silver and tin prices are considered undervalued, with potential for recovery as industrial metal prices may realign with gold prices due to manufacturing PMI trends [3]. - The silver market is facing a persistent supply-demand gap, exacerbated by low inventory levels and increasing demand from the photovoltaic sector [3]. - Tin supply issues are expected to persist due to geopolitical factors and resource depletion, while demand is anticipated to rise due to AI-driven growth in the semiconductor market [3]. Group 4: Financial Projections - The company’s projected revenues for 2025, 2026, and 2027 are estimated at 5.86 billion, 6.68 billion, and 8.32 billion respectively, with net profits of 2.06 billion, 2.41 billion, and 3.13 billion [4]. - The company is expected to benefit from high growth potential in the silver and tin multi-metal mining sector, with a favorable price-to-earnings ratio forecasted [4].

Meeting Information - The shareholder meeting of Shandong Jinling Mining Co., Ltd. was held on May 28, 2025, at 14:30, with online voting available from 9:15 to 15:00 on the same day [1] - A total of 147 shareholders and authorized representatives attended the meeting, representing 355,643,836 shares, which is 59.7379% of the total voting shares [1] Voting Results - The voting method combined both on-site and online voting [2] - The results showed that 355,469,736 shares voted in favor, accounting for 99.9653% of the valid votes, while 123,600 shares opposed, and 50,500 shares abstained [2][3] - Among minority shareholders, 7,729,591 shares voted in favor, representing 97.7972% of their valid votes, with 123,600 shares opposing and 50,500 shares abstaining [3][4] Legal Compliance - The legal opinions provided confirm that the qualifications of attendees, voting procedures, and results comply with relevant laws, regulations, and the company's articles of association [7]

Core Insights - Jacob Stausholm has taken over as CEO of Rio Tinto, focusing on repairing relationships and exploring new investment areas, particularly in battery materials like lithium [1] - The board has requested Stausholm's resignation and is seeking a successor who can maximize the potential of Rio Tinto's key growth assets, including the Oyu Tolgoi copper-gold mine in Mongolia and the Simandou iron ore project in Guinea [1] - The future direction of the company will prioritize operational expertise and performance records, potentially positioning Simon Trott, head of iron ore, and Jerome Pacheco, an aluminum executive, as candidates to succeed Stausholm later this year [1]

本报告依据中国资产评估准则编制 卧龙新能源集团股份有限公司拟转让卧龙矿业 （上海）有限公司股权项目 资 产 评 估 报 告 中联评报字【2025】第 1616 号 中联资产评估集团有限公司 二零二五年五月二十一日 卧龙新能源集团股份有限公司拟转让卧龙矿业（上海）有限公司股权项目 • 资产 评估报告 目 录 中联资产评估集团有限公司 卧龙新能源集团股份有限公司拟转让卧龙矿业（上海）有限公司股权项目 • 资产评估报告 声 明 一、本资产评估报告依据财政部发布的资产评估基本准则和中国 资产评估协会发布的资产评估执业准则和职业道德准则编制。 二、委托人或者其他资产评估报告使用人应当按照法律、行政法规 规定和本资产评估报告载明的使用范围使用资产评估报告；委托人或 者其他资产评估报告使用人违反前述规定使用资产评估报告的，本资 产评估机构及其资产评估专业人员不承担责任。 本资产评估报告仅供委托人、资产评估委托合同中约定其他资产 评估报告使用人和法律、行政法规规定的资产评估报告使用人使用；除 此之外，其他任何机构和个人不能成为资产评估报告的使用人。 本资产评估机构及资产评估师提示资产评估报告使用人应当正确 理解和使用评估结论 ...

Group 1 - The company provided guarantees for its subsidiaries, including a maximum guarantee of USD 60 million for Shengtun Metal International and USD 800,000 for Brother Mining SASU [2][4] - The total amount of external guarantees provided by the company and its subsidiaries is CNY 664,977.12 million, accounting for 42.97% of the company's latest audited net assets [10] - The company has no overdue external guarantees [3][5] Group 2 - The company reported a revenue of CNY 25.73 billion in 2024, a year-on-year increase of 5.21%, and a net profit attributable to shareholders of CNY 2.005 billion, an increase of 657.63% [11][12] - The main business gross profit margin reached 19.15%, an increase of 8.21 percentage points compared to the previous year, driven by significant revenue growth in cobalt and copper products [11][13] - The company’s copper product gross margin was 35.23%, while cobalt product gross margin was 43.55%, reflecting strong profitability in these segments [16][17] Group 3 - The company’s overseas assets amounted to CNY 14.392 billion, accounting for 38.35% of total assets, with overseas revenue of CNY 14.466 billion, representing 57.71% of total revenue [35][36] - The overseas business gross margin has consistently exceeded that of domestic operations by more than 24 percentage points over the past three years [35][36] - The company’s overseas projects in the Democratic Republic of Congo and Indonesia have significantly contributed to its revenue growth, with the Congo project showing a revenue increase of 79.09% [38][39]

智通财经5月12日电，力拓5月12日与日本住友金属矿山就西澳大利亚Winu铜金项目签署最终合资协 议，预计将于今年完成交易。根据协议，力拓将继续开发和运营Winu项目，而住友金属矿山将向力拓 支付至多4.304亿美元，以获得该项目30%的股权。双方将继续合作以发展更广泛的战略合作伙伴关 系，探索在铜、其他基本金属和锂方面的商业、技术与战略合作机会。 力拓与住友金属矿山就西澳Winu铜金项目签署最终合资协议 ...