金元顺安鑫怡混合发起式A（022492）基金经理为李锐、陈铭杰。 截至发稿，李锐累计任职时间339天，现任基金资产总规模1313.64万元，任职期间最佳基金回报 7.68%， 任职期间最差基金回报7.19%。 陈铭杰累计任职时间2年103天，现任基金资产总规模4850.94万元，任职期间最佳基金回报7.68%， 任 职期间最差基金回报-30.43%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 2月5日，紫金矿业跌5.03%，截至发稿，报37.19元/股，成交56.23亿元，换手率0.72%，总市值9888.72 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% ...

Core Viewpoint - HeSteel Resources has faced significant operational disruptions due to severe flooding in South Africa, impacting its copper production and potentially affecting its annual sales plan, despite previously optimistic signals regarding its copper capacity expansion [1][2][3]. Group 1: Impact of Natural Disaster - The flooding in Limpopo and Mpumalanga provinces is reported to be the worst since 2000, leading to a suspension of underground mining activities at Palabora Copper, which is expected to affect copper production for approximately two months [1][2]. - The disaster has caused direct production losses and potential repair costs, with the company unable to assess the total economic impact at this time [3]. Group 2: Copper Production Challenges - The copper phase two project was in a ramp-up stage with a designed capacity of 11 million tons per year, but the flooding has interrupted this growth trajectory [2]. - The company is transitioning from its first phase of copper mining, which is nearing closure, to relying heavily on the second phase for copper supply, making the current disruption particularly impactful [2]. Group 3: Iron Ore Business Resilience - Despite the challenges in copper production, the iron ore business remains operational, with approximately 100 million tons of iron ore stockpiled, providing a buffer against the financial impact of the copper production halt [4][5]. - The iron ore business has historically been a significant revenue contributor, with iron ore sales accounting for 64.84% of total revenue in the first half of 2025 [5]. Group 4: Future Strategies and Developments - The company plans to enhance its iron ore production through process upgrades, aiming to increase the iron ore grade from 58% to 65% and achieve an annual output of 6 million tons [5][6]. - HeSteel Resources has initiated insurance claims related to the flooding and is actively working on recovery efforts [6].

Core Viewpoint - Guangxi Zhuang Autonomous Region is focusing on balancing mineral resource security and ecological protection through the implementation of the new mineral resources law, aiming to enhance governance capabilities and establish a robust policy framework [1][3]. Group 1: Policy Framework - The "1+N" policy system has been established to integrate the new mineral law with local realities, with the revision of the "Regulations on Mineral Resource Management in Guangxi" leading the initiative [3]. - The "N" policies cover the entire chain of mineral rights management, including registration, exploration, extraction, resource management, ecological restoration, and regulatory enforcement [3]. - Key documents such as the "Opinions on Strengthening Mineral Rights Management" and the "Implementation Plan for Green Mine Construction" have been officially issued to support high-quality development in the mining sector [3]. Group 2: Implementation Actions - Guangxi is advancing the "separation of rights and certificates" reform, achieving a streamlined online process for mineral rights registration and approval [5]. - A total of 43 mineral rights and 8 mortgage registrations have been completed, with 33 mineral rights sold for a total of 3.133 billion yuan [5]. - The region has initiated a two-year special action for mineral rights integration, resulting in the cancellation of 380 mineral rights to optimize market order [5]. Group 3: Environmental and Economic Initiatives - Significant progress has been made in addressing heavy metal pollution, with 3,438 heavy metal mining sites inspected and 3,005 rectified [5]. - In 2025, Guangxi plans to invest 244 million yuan in mineral exploration, discovering 9 new mineral sites and adding important minerals such as bauxite and manganese [6]. - The construction of green mines is accelerating, with a goal for 90% of large and medium-sized mines to meet standards by the end of 2028 [6]. Group 4: Future Outlook - Guangxi is committed to further implementing the "1+N" policy system and increasing investment in mineral exploration, while promoting the transformation of the China-ASEAN Mining Cooperation Conference [9]. - The region aims to enhance its role as a guardian of national mineral resource security and an ecological safety barrier, maximizing the reform effects of the new mineral law [9].

2月4日（周三），刚果将通过由美国支持的与摩科瑞能源集团(Mercuria Energy Group)合作的项目，向沙特阿拉伯和阿拉伯联合酋长国出口铜。 美国国际开发金融公司（US International Development Finance Corp.）周三表示，刚果国有矿业公司Gecamines将通过其与摩科瑞的合资企业提供5万吨铜阴 极。这家美国政府机构正在洽谈为这一新的合资企业提供融资，该企业上月已同意向美国发运10万吨铜。 美国国际开发金融公司首席执行官Ben Black在一份电子邮件声明中表示："美国与刚果之间日益增长的合作，确保了宝贵的关键矿产流向美国及我们的盟 友，并增强了我们非洲伙伴的经济活力。" 一位要求匿名的美国国际开发金融公司官员表示，美国政府希望支持此项交易帮助确保美国及其盟友获得可靠的金属来源。该官员称，尽管该交易有助于保 障更多样化的供应链，但它仍然是一个商业项目，预计能为美国政府的投资带来回报。 此项声明是在周三华盛顿国际关键矿产会议期间宣布的。当前，随着各国和交易商为确保未来在技术、能源和国防领域所需矿产的获取，金属市场出现极端 波动。 作为世界第二大铜生产国和拥有最丰 ...

声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 融资方面，洛阳钼业当日融资买入4.24亿元。当前融资余额48.84亿元，占流通市值的1.18%，融资余额 超过近一年90%分位水平，处于高位。 融券方面，洛阳钼业2月4日融券偿还11.62万股，融券卖出10.83万股，按当日收盘价计算，卖出金额 256.35万元；融券余量194.18万股，融券余额4596.26万元，超过近一年90%分位水平，处于高位。 资料显示，洛阳栾川钼业集团股份有限公司位于河南省洛阳市栾川县城东新区画眉山路伊河以北，成立 日期1999年12月22日，上市日期2012年10月9日，公司主营业务涉及主要从事钼、钨及黄金等稀贵金属 的开采、选冶、深加工、贸易、科研等。生产所需原辅材料、机械设备、仪器仪表、零配件的进口(上 述进出口项目凭资格证书经营)。金属贸易。主营业务收入构成为：精炼金属产品贸易48.56%，精矿产 品贸易38.31%，铜27.14%，钴6.04%，钼3 ...

Core Viewpoint - Pengxin Resources has been unable to appoint a board secretary for four consecutive years, leading to regulatory warnings for its two chairmen [2][4][7]. Group 1: Board Secretary Vacancy - The position of board secretary at Pengxin Resources has been vacant since January 21, 2022, with the chairman acting in this role [3][4]. - The Shanghai Stock Exchange issued a regulatory warning to the company's former chairmen, Wang Jian and Wang Jinding, due to the prolonged vacancy [2][5]. - The company has been urged to complete the appointment of a new board secretary and submit a rectification report within one month [5][6]. Group 2: Financial Performance - Pengxin Resources is expected to achieve a net profit of between 210 million to 290 million yuan for 2025, marking an increase of 307 million to 387 million yuan compared to the previous year [11]. - The company anticipates a net profit of 203 million to 283 million yuan after deducting non-recurring gains and losses, an increase of 362 million to 442 million yuan year-on-year [11]. - The growth in performance is attributed to increased production and sales prices of gold, copper, and sulfuric acid, along with a rebound in cobalt hydroxide prices [11]. Group 3: Shareholding and Debt Issues - On January 30, 2025, a court ruling mandated the transfer of 55.55 million shares (2.51% of total shares) from the controlling shareholder, Pengxin Group, to China Great Wall Asset Management Co., Ltd. as debt compensation [3][12]. - Following this transfer, Pengxin Group's shareholding in Pengxin Resources decreased from 18.02% to 15.51% [12]. - Currently, Pengxin Group holds 343 million shares, with a pledge ratio of approximately 84.8%, representing 13.15% of the company's total share capital [13].

Group 1 - The global mining merger and acquisition activity is increasing, with Chinese mining companies notably expanding their presence through acquisitions of quality non-ferrous mineral resources [1] - Luoyang Molybdenum has made two significant acquisitions in gold assets within eight months, including the purchase of Lumina Gold and a 100% stake in three Brazilian gold mines from Equinox Gold Corp, adding a total of 501.3 million ounces of gold resources [1] - Zijin Mining announced a record acquisition of Canadian United Gold for CAD 5.5 billion, while Shengda Resources completed a cash acquisition of a 60% stake in Yichun Jinshi Mining for CNY 500 million [1] Group 2 - Non-ferrous mineral prices are at high levels, driving record profits for leading mining companies; Luoyang Molybdenum expects a net profit of CNY 20 billion to CNY 20.8 billion for 2025, a year-on-year increase of 47.8% to 53.7% [2] - Zijin Mining anticipates a net profit of CNY 51 billion to CNY 52 billion for the same period, with a year-on-year growth of 59% to 62%, benefiting from rising prices and production volumes of core mineral products [2] - The global mining industry is consolidating, with Rio Tinto and Glencore in preliminary talks to create the largest mining company to expand copper production, and Anglo American and Teck Resources initiating a merger to rank among the top five copper mining companies [2]

二、被担保方基本情况 1、公司名称：马尔康金鑫矿业有限公司 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在任何虚假记载、误导性陈述或者重大 遗漏。 一、担保情况概述 国城矿业（维权）股份有限公司（以下简称"公司"或"国城矿业"）分别于2026年1月16日、2026年2月3 日召开第十二届董事会第四十八次会议和2026年第一次临时股东会审议通过了《关于为参股公司提供担 保暨关联交易的议案》，同意公司向参股子公司马尔康金鑫矿业有限公司（以下简称"金鑫矿业"）提供 总额合计不超过人民币70,000万元的担保。具体内容详见公司于2026年1月17日和2026年2月4日在指定 媒体上披露的《关于为参股公司提供担保暨关联交易的公告》（公告编号：2026-002）和《2026年第一 次临时股东会决议公告》（公告编号：2026-007）。 近日，金鑫矿业向厦门象屿商业保理有限责任公司（以下简称"厦门象屿"）、深圳象屿商业保理有限责 任公司（以下简称"深圳象屿"）申请保理融资授信额度人民币10,000万元，公司为金鑫矿业上述业务项 下全部债务余额的48%范围内提供连带责任保证担保，上述担保债权之最高本金余额为人民币 ...

Meeting Information - The company will hold its first extraordinary general meeting of 2026 on February 11, 2026, at 14:30 [2] - The meeting will combine on-site voting and online voting, with online voting available from 9:15 to 15:00 on the same day [2][3] - The record date for shareholders to attend the meeting is February 4, 2026 [4] Attendance and Registration - Eligible attendees include ordinary shareholders or their agents registered by the record date, company directors, senior management, and appointed lawyers [5][6][8] - Registration can be done on-site, via mail, or fax, with specific procedures outlined for both corporate and individual shareholders [12][13][14] Meeting Location and Logistics - The meeting will take place at the company's headquarters located at 76 Yulong Avenue, New District, Chifeng City, Inner Mongolia [9] - Shareholders attending the meeting will be responsible for their own meals, accommodation, and transportation costs [15] Voting Procedures - Voting will be conducted through a designated online platform and the Shenzhen Stock Exchange trading system, with specific instructions provided for participation [18][24][26] - Shareholders must choose between on-site and online voting for the same voting right, with the first vote counted in case of duplicates [3] Proposals and Disclosure - The meeting will discuss proposals that have been approved by the company's board, with separate counting for votes from minority investors [10][11]

Group 1 - The core business of the company currently focuses on primary mining products, including silver-lead concentrate, silver-zinc concentrate, and gold-silver concentrate [1] - After the commencement of operations at the Honglin Mining Caiyuanzi copper-gold mine, the main product will be copper-gold mixed concentrate [1] - Jinshan Mining still has some oxidized ore and a small amount of silver ingots and gold production [1]