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记者观察:刚果(金)和平进程迟滞 美国交易式调解遭质疑
Xin Hua Wang· 2025-08-21 07:45
Core Viewpoint - The peace agreement between the Congolese government and the "M23 Movement" has not been realized, with ongoing conflict in eastern Congo despite the deadline for the agreement having passed on August 18 [1][2]. Group 1: Peace Process Stagnation - The conflict in eastern Congo escalated earlier this year, with the "M23 Movement" launching attacks in North Kivu and South Kivu provinces, resulting in significant civilian casualties [2]. - A principle declaration was signed in Doha on July 19, with a commitment to start peace negotiations by August 8 and reach an agreement by August 18 [2]. - Despite positive statements from both parties regarding dialogue, the situation on the battlefield has worsened, with mutual accusations of attacks and violations [5][7]. Group 2: Mediation Challenges - The dual-track mediation led by the U.S. has highlighted significant flaws, as it involves separate negotiations between the Congolese government and the "M23 Movement," and between Congo and Rwanda, lacking coordination [8][9]. - The U.S. has been criticized for its insufficient internal coordination in African affairs, which has weakened its ability to enforce agreements [12]. Group 3: Resource Exploitation Concerns - Congo is rich in scarce mineral resources, particularly cobalt, which accounts for half of the global supply, making it a target for U.S. interests [14][16]. - The peace process has been perceived as a means for the U.S. to secure mining rights in Congo, with recent agreements indicating a push for U.S. investors to become partners in mineral development [16]. - There are concerns that the focus on mineral exploitation may lead to the exploitation of local populations, as aid is reduced and aggressive resource acquisition strategies are employed [16].
海南矿业股份有限公司关于公司持股5%以上股东无偿划转股份过户完成的公告
Shang Hai Zheng Quan Bao· 2025-08-20 20:59
海南矿业股份有限公司 关于公司持股5%以上股东无偿划转股份过户完成的公告 本公司董事会、全体董事及相关股东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: ● 无偿划转的主要内容:本次无偿划转系海南矿业股份有限公司(以下简称"公司")直接持股5%以上 股东海南海钢集团有限公司(以下简称"海钢集团")拟将其所持有的公司股份100,939,000股无限售流通 股(占公司总股本5.05%)无偿划转至海南省国有资本运营有限公司(以下简称"海南国资运营")。本 次无偿划转属于国有股份无偿划转。 ● 公司于2025年8月20日收到海钢集团通知,海钢集团与海南国资运营已取得中国证券登记结算有限公 司出具的《证券过户登记确认书》,股份过户登记时间为2025年8月19日。 ● 本次国有股份无偿划转的实施不会导致公司控股股东及实际控制人发生变更,不存在损害公司及其他 股东利益特别是中小股东利益的情形,不会对公司的持续经营产生不利影响。 证券代码:601969 证券简称:海南矿业 公告编号:2025-095 二、无偿划转完成股份过户登记 公司于2025年8 ...
金徽股份: 金徽股份关于5%以上股东减持股份计划公告
Zheng Quan Zhi Xing· 2025-08-18 16:17
本公司董事会、全体董事及相关股东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: 证券代码:603132 证券简称:金徽股份 公告编号:2025-041 金徽矿业股份有限公司 关于 5%以上股东减持股份计划公告 ? 股东持股的基本情况 截止本公告披露日,股东甘肃绿色矿产投资发展基金(有限合伙) (简称"绿 矿基金")持有金徽矿业股份有限公司(以下简称"公司")无限售流通股份 的股份,已全部于 2023 年 2 月 21 日解除限售。 ? 减持计划的主要内容 绿矿基金拟自本公告披露之日起 15 个交易日后 3 个月内,通过集中竞价方 式减持股份不超过 9,780,000 股,减持比例不超过公司总股本的 1%;通过大宗交 易方式减持股份不超过 19,560,000 股,减持比例不超过公司总股本 2%。通过上 述两种方式合计减持公司股份不超过 29,340,000 股,减持比例不超过公司总股本 的 3%。 公司于 2025 年 8 月 18 日收到绿矿基金发来的《关于减持金徽矿业股份有限 公司股份告知函》,现将有关情况公告如下: 一、减持主 ...
金徽股份: 金徽股份2025年半年度报告摘要
Zheng Quan Zhi Xing· 2025-08-15 16:13
金徽矿业股份有限公司2025 年半年度报告摘要 公司代码:603132 公司简称:金徽股份 金徽矿业股份有限公司 金徽矿业股份有限公司2025 年半年度报告摘要 第一节 重要提示 况及未来发展规划,投资者应当到 www.sse.com.cn 网站仔细阅读半年度报告全文。 性、准确性、完整性,不存在虚假记载、误导性陈述或重大遗漏,并承担个别和连带 的法律责任。 截至 2025 年 6 月 30 日,公司未分配利润为人民币 419,310,754.97 元(未经审计)。 按照截至 2025 年 6 月 30 日公司总股本 97,800 万股进行测算,拟向全体股东每 10 股 派发现金红利人民币 2.00 元(含税),共计派发现金红利 195,600,000.00 元(含税)。 剩余未分配利润结转下一次分配,本次利润分配不送红股,不以公积金转增股本。在 实施权益分派股权登记日前公司总股本发生变动的,拟维持分配总额不变,相应调整 每股分配金额。 | 姓名 | 王瑞 | | --- | --- | | 电话 | 0939-7545988 | | 办公地址 | 甘肃省陇南市徽县柳林镇 | | 电子信箱 | 603132- ...
宝地矿业(601121.SH):上半年净利润6159万元 同比下降40.11%
Ge Long Hui A P P· 2025-08-14 08:29
Group 1 - The company Baodi Mining (601121.SH) reported a revenue of 721 million yuan for the first half of the year, representing a year-on-year increase of 23.65% [1] - The net profit attributable to shareholders of the listed company was 61.59 million yuan, showing a year-on-year decline of 40.11% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 54.05 million yuan, which is a year-on-year decrease of 41.20% [1] - The basic earnings per share were reported at 0.08 yuan [1]
中加国信(00899) - 自愿性公告 业务最新情况
2025-08-11 12:06
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確 性或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部份內容而產生或 因倚賴該等內容而引致的任何損失承擔任何責任。 Zhong Jia Guo Xin Holdings Company Limited 中加國信控股股份有限公司 (於百慕達註冊成立之有限公司) (股份代號:899) 自願性公告 業務最新情況 本公告乃由中加國信控股股份有限公司(「本公司」,連同其附屬公司統稱「本集團」)自 願公佈,旨在向本公司股東(「股東」)及潛在投資者提供本集團最新業務發展情況。 本公司董事(「董事」)會(「董事會」)謹此通知根據截至二零二五年三月三十一日止年 度的年度報告,集團曾於二零二四年四月一日作出預測(「預測」),預期截至二零二五年 三月三十一日止年度將實現租金收入約1027萬港元及礦產銷售約1302萬港元。而實際該年度 租金收入約755萬港元,礦產銷售為0港元,較預測值分別出現約29.57%(「租金差額」)及 100%(「礦產差額」)的差額(統稱「差額」)。 公司本預期,在新冠疫情限制措施解除後,中國經濟將在2024年有所好 ...
西藏矿业股价上涨2.21% 机构调研关注盐湖提锂项目进展
Jin Rong Jie· 2025-08-07 13:33
截至2025年8月7日收盘,西藏矿业股价报22.18元,较前一交易日上涨0.48元,涨幅2.21%。当日成交量 为256303手,成交金额达5.59亿元。 西藏矿业主要从事铬铁矿、锂矿等矿产资源的开采、加工及销售。公司拥有西藏扎布耶盐湖的独家开采 权,该盐湖富含锂资源。公司产品包括铬铁矿、锂精矿等,广泛应用于钢铁、新能源等行业。 8月7日,西藏矿业接待了大成基金等多家机构调研。调研中公司表示,扎布耶盐湖二期项目采用光伏加 光热的技术方案,由中国宝武清洁能源西藏公司承建。该项目尚未正式投产的原因在于高海拔地区建设 难度大,需满足全部技术、安全及运营标准。 资金流向方面,8月7日主力资金净流入3514.03万元,近五日主力资金累计净流入3152.90万元。 风险提示:以上内容仅供参考,不构成投资建议。市场有风险,投资需谨慎。 ...
Black Stone Minerals(BSM) - 2025 Q2 - Earnings Call Transcript
2025-08-05 15:02
Financial Data and Key Metrics Changes - Mineral royalty production was 33,200 BOE per day in Q2 2025, with total production volumes at 34,600 BOE per day [9] - Net income for Q2 was $120 million, with adjusted EBITDA at $84.2 million [9] - Distributable cash flow for the quarter was $74.8 million, representing 1.18 times coverage [10] - A distribution of $0.30 per unit was declared for the quarter, equating to $1.20 on an annualized basis [9][10] Business Line Data and Key Metrics Changes - 55% of oil and gas revenue in the quarter came from oil and condensate production [9] - The company added 31 million in royalty acquisitions during the quarter, bringing total acquisitions since September 2023 to approximately $172 million [6] Market Data and Key Metrics Changes - The company expects production growth in 2026 of an incremental 3,000 to 5,000 BOE per day over the revised guidance for 2025 [10][11] - The outlook for natural gas remains robust, supported by growing global demand for LNG [7] Company Strategy and Development Direction - The company is focused on expanding its drilling obligations in the Shelby Trough, which is expected to more than double over the next five years [6] - The grassroots acquisition program is progressing well, with ongoing marketing efforts in the Shelby Trough [5][6] - The company aims to maintain a clean balance sheet and ample liquidity to support its commercial strategy, including targeted grassroots acquisitions [7] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in production growth in 2026 and beyond, despite slower natural gas production growth in 2025 [10][11] - The company is optimistic about the outlook for the partnership, citing strong demand and ongoing development agreements [7][11] Other Important Information - The company has restructured its agreement with Aethon, reducing the number of wells from mid-20s to high teens per year, which is expected to impact production volumes [27] - The company is actively working to place strategically important acreage with other operators [27] Q&A Session Summary Question: Activity response to higher natural gas prices and production trajectory - Management noted subdued activity in the first half of the year but is excited about upcoming development agreements and ongoing activity in the Shelby Trough [14][15][17] Question: Comparison of geology in Shelby Trough and Western Haynesville - Management highlighted analogous subsurface characteristics and increasing productivity in the Western Haynesville, which could benefit the Shelby Trough [18][19] Question: Updated production guidance and activity in Haynesville - Management explained that the restructuring of agreements and strategic decisions have led to a slower production ramp-up, but they anticipate significant well activity in the coming years [27][29] Question: Production outlook and oil volumes - Management indicated that oil volumes are expected to be around 25% to 26% as they look towards 2026, with contributions from various projects [35]
大中矿业股份有限公司关于全资子公司为公司提供担保的进展公告
Shang Hai Zheng Quan Bao· 2025-07-31 19:34
Summary of Key Points Core Viewpoint - Dazhong Mining Co., Ltd. has announced the progress of guarantees provided by its wholly-owned subsidiary, indicating a significant amount of external guarantees and their implications for the company's financial health [2][12]. Group 1: Guarantee Overview - The total external guarantee balance of the company and its subsidiaries is 463,723.95 million yuan, accounting for 71.21% of the company's most recent audited net assets [2][12]. - The company has approved a total external guarantee limit of up to 437,000 million yuan for the year 2025, which can be adjusted based on actual needs [5][12]. - The guarantees are valid for 12 months from the date of approval by the shareholders' meeting, and specific guarantee matters will be managed by the company's management team [5][12]. Group 2: Recent Guarantee Developments - Recently, the company signed a letter of credit contract worth 10,000 million yuan with China Postal Savings Bank, with its subsidiary, Anhui Jinri Sheng Mining Co., Ltd., providing joint liability guarantees [6][12]. - This guarantee falls within the previously approved scope and does not require further board or shareholder approval [6][12]. - The guarantee period for this contract is three years from the maturity of the main contract's debt [9][10]. Group 3: Company Financials and Credit Rating - The company has a registered capital of 1,508,021,588 yuan and has been rated AA by Zhongjian Pengyuan Credit Rating Co., Ltd. as of June 27, 2025 [7][8]. - As of the announcement date, the company has incurred external guarantees amounting to 285,060.70 million yuan and has mortgage loans totaling 188,000 million yuan, with no significant litigation or arbitration issues reported [8][12].
海南矿业(601969.SH):首次回购6.31万股股份
Ge Long Hui A P P· 2025-07-31 09:13
Core Viewpoint - Hainan Mining (601969.SH) announced its first share buyback on July 31, 2025, through centralized bidding, indicating a strategic move to enhance shareholder value [1] Summary by Categories Share Buyback Details - The company repurchased a total of 63,100 shares, which represents 0.03% of its total share capital [1] - The highest transaction price for the repurchased shares was RMB 7.95 per share, while the lowest was RMB 7.91 per share [1] - The total amount paid for the repurchased shares was RMB 500,760, excluding transaction fees [1]