公司已向本所保证，公司已向本所披露一切足以影响本法律意见书出具的事 实并提供了本所为出具本法律意见书所要求公司提供的原始书面材料、副本材 料、复印材料、承诺函或证明，并无隐瞒记载、虚假陈述和重大遗漏之处；公司 提供给本所的文件和材料是真实、准确、完整和有效的，且文件材料为副本或复 印件的，其与原件一致和相符。 事项出具本法律意见书。 为出具本法律意见书，本所律师审查了公司提供的以下文件，包括但不限于： 《证券日报》、巨潮资讯网及深圳证券交易所网站的《内蒙古兴业银锡矿业股份 有限公司第十届董事会第十七次会议决议公告》； 《证券日报》、巨潮资讯网及深圳证券交易所网站的《内蒙古兴业银锡矿业股份 有限公司第十届监事会第十五次会议决议公告》; 《证券日报》、巨潮资讯网及深圳证券交易所网站的《内蒙古兴业银锡矿业股份 有限公司关于召开 2025 年第二次临时股东大会的通知》（以下简称《股东大会 通知》）； 北京市金杜律师事务所 关于内蒙古兴业银锡矿业股份有限公司 法律意见书 致：内蒙古兴业银锡矿业股份有限公司 北京市金杜律师事务所（以下简称本所）接受内蒙古兴业银锡矿业股份有限 公司（以下简称公司）委托，根据《中华人民共和国 ...

Group 1 - The metal lead concept increased by 1.39%, ranking 10th among concept sectors, with 23 stocks rising, including Yuehongyuan A which hit the daily limit, and Zijin Mining, Chifeng Jilong Gold, and Shanjin International showing notable gains of 5.90%, 5.62%, and 5.10% respectively [1][2] - The leading stocks in terms of net inflow of main funds include Zijin Mining with a net inflow of 3.80 billion yuan, followed by Chifeng Jilong Gold, Yuehongyuan A, and Hengbang Shares with net inflows of 2.55 billion yuan, 900.604 million yuan, and 188.678 million yuan respectively [2][3] - The net inflow ratio for stocks such as Yuehongyuan A, Baodi Mining, and Zhongse Shares were 30.38%, 12.12%, and 8.38% respectively, indicating strong investor interest [3] Group 2 - The top gainers in the metal lead concept include Zijin Mining with a 5.90% increase and a turnover rate of 1.27%, and Chifeng Jilong Gold with a 5.62% increase and a turnover rate of 7.47% [3][4] - Stocks like Hunan Silver and Shengda Resources also showed positive performance with increases of 2.01% and 1.97% respectively, while stocks such as Wisdom Agriculture and Guocheng Mining experienced declines of 1.85% and 1.43% [4][5] - The overall market sentiment for the metal lead sector appears positive, with significant capital inflows and several stocks achieving substantial gains [2][3]

中国有色金属建设股份有限公司 投资者关系活动记录表 证券代码：000758 证券简称：中色股份 编号：2025-004 | | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 □业绩说明会 | | 动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他（请文字说明其他活动内容） | | 活动参与人员 | 中信证券陈剑凡、田中石 | | | 刘厚胜 清和泉资本 | | | 上市公司接待人员： | | | 董事会秘书 朱国祥 | | | 证券事务代表 赵 旸 | | 时间 | 年 月 日 2025 5 21 | | 地点 | 中色股份 16 层会议室 | | 形式 | 线下交流 | | | 1. 公司达瑞铅锌矿项目进展如何？ | | | 达瑞铅锌矿位于印度尼西亚苏门答腊岛西北部，全区保有的 | | | 资源/储量总计为：矿石量 2,070.09 万吨，锌金属量 225.62 万吨， | | | 铅金属量 132.03 万吨，锌平均品位 10.90%，铅平均品位 6.38%， | | | 设计采选处理能力 万吨/年。在世界上待开发的铅锌资源项 ...

祁玉蓉（F03100031, Z0021060），联系电话：010-8229 5006 | 铅锌日评20250521：原料不足引发炼厂减产，铅价下方支撑较强；沪锌区间整理 | 指标 | 近期趋势 | 2025/5/21 | 单位 | 今值 | 变动 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 元/吨 | 16,650.00 | -0.45% | SMM1#铅锭平均价格 | 沪铅期现价格 | 元/吨 | 16,845.00 | -0.09% | 期货主力合约收盘价 | | 元/吨 | -195.00 | -60.00 | 沪铅基差 | 元/吨 | - - | 升贴水-上海 | | | | 美元/吨 | -24.07 | -6.01 | 升贴水-LME 0-3 | 美元/吨 | -56.80 | 2.80 | 升贴水-LME 3-15 | 价差 | | 元/吨 | -10.00 | 5.00 | 沪铅近月-沪铅连一 | 元/吨 | -5.00 | - | 沪铅连一-沪铅连二 | 铅 | | 元/吨 | 10.00 | 10.00 ...

消息面上，中国有色金属工业协会数据显示，2025年一季度规上有色金属工业企业实现营业收入 22293.3亿元，同比增长19.6%，利润总额达917.7亿元，同比增长40.7%，其中矿采选业利润增长 62.3%。同期行业固定资产投资同比增长21.6%，矿山采选领域投资增幅达38.6%，民间投资活力显著释 放。此外，稀土市场受政策面影响交投活跃，下游磁材企业询单备库现象增多，金属企业报价普遍上 调。 （文章来源：每日经济新闻） 矿业ETF（561330）跟踪的是有色矿业指数（931892），该指数由中证指数有限公司编制，成分股涵盖 有色金属矿采选行业的主要A股上市公司。该指数聚焦于金属与采矿领域，包括贵金属、工业金属等子 行业，旨在反映有色金属矿采选相关上市公司证券的整体表现。 注：指数/基金短期涨跌幅及历史表现仅供分析参考，不预示未来表现。市场观点随市场环境变化而变 动，不构成任何投资建议或承诺。文中提及指数仅供参考，不构成任何投资建议，也不构成对基金业绩 的预测和保证。如需购买相关基金产品，请选择与风险等级相匹配的产品。基金有风险，投资需谨慎。 西部证券指出，铝产业链中铝土矿全球资源储量丰富，但中国进口依存度 ...

摘要 2025年政府工作报告明确提出"综合整治'内卷式'竞争"；哪些行业可能存在"内卷式"竞争，本轮"反内 卷"有何不同？本文系统分析，可供参考。 为何当前时点强调"反内卷"？产能利用率与PPI双重承压，地方招商引资竞争加剧 当前我国工业领域面临供需失衡压力攀升，突出表现为产能利用率与价格体系的双重承压。 截至2025年 4 月，PPI已连续31个月同比负增长，仅短于 2012-2016年时期。工业产能利用率自2021年三季度的77.7% 持续回落，2025年一季度降至75.1% 同时，近年来各地招商引资竞争加剧，或助长部分领域"内卷式"竞争。 国研院调查研究报告显示，目前 地方招商"内卷化"主要表现为四"集中"：一是集中在相同产业领域进行招商；二是集中比拼政策优惠力 度；三是集中在"大项目""大企业""全产业链"方面招商；四是集中在"招项目"的环节上发力，"管项目"方 面缺少可持续性机制。 在此背景下，2024年底以来，政府和业界越发重视"反内卷"。 2024年中央政治局会议明确"防止恶性竞 争"，同年底进一步升级为"综合整治"。2025年全国两会期间，习近平总书记强调破除地方保护与市场分 割；政府工作报告 ...

Core Viewpoint - The company, Weiling Co., Ltd., has acquired a 74.3% stake in Hunan Linwu Jiayu Mining Co., Ltd. for 220 million yuan, aiming to diversify its operations into the non-ferrous metal mining sector, particularly focusing on tin and tungsten, which are essential for various high-tech industries [1][3]. Group 1: Acquisition Details - Weiling Co., Ltd. announced the acquisition of a 74.3% stake in Jiayu Mining for 220 million yuan through its subsidiary Tianjin Changling Mining Partnership [1]. - The stake includes 51 million shares held by Huang Huamao (41.34%) purchased for 122 million yuan and 40.67 million shares held by Shenzhen Huarong Asset Management Co., Ltd. for 97.6 million yuan [1]. - Jiayu Mining, established in 2014, specializes in the mining and processing of non-ferrous and black metal ores, with key products including tin, tungsten, lead, and zinc [1]. Group 2: Resource and Production Capacity - Jiayu Mining's mining license allows for a maximum extraction of 300,000 tons per year, with current estimated reserves of tin at 2.47 million tons, lead at 1.19 million tons, zinc at 1.17 million tons, and tungsten at 290,000 tons [2]. - The company’s strategic focus is on integrating mining, processing, and production of lithium battery raw materials, enhancing its vertical integration in the industry [2]. Group 3: Financial Performance and Strategic Shift - In 2024, Weiling Co., Ltd. reported a revenue of 533 million yuan, a decrease of 53.33% year-on-year, and a net loss of 308 million yuan, down 37.95% [3]. - The decline in revenue is attributed to the ongoing downturn in the lithium carbonate market, which has negatively impacted the company's main business [3]. - To optimize its business structure and enhance overall performance, the company aims to leverage its experience in lithium resource development to accelerate Jiayu Mining's recovery and increase revenue and profitability by 2025 [3].

Transaction Overview - The company successfully acquired 74.3% equity of Hunan Linwu Jiayu Mining Co., Ltd. for 220 million yuan through a bidding process on JD Asset Trading Platform [1][9] - The equity was purchased from two sellers: Huang Huamao (51 million shares, 41.34% stake) for 122.4 million yuan and Shenzhen Huayong Asset Management Co., Ltd. (40.67 million shares, 32.96% stake) for 97.6 million yuan [1][9] - The transaction was settled in cash and did not involve the issuance of shares, with funding sourced from the registered capital of Changling Mining [1][9] Company Background - Jiayu Mining was established on January 16, 2014, with a registered capital of 123.376 million yuan, focusing on mining, selection, and smelting of non-ferrous and black metal ores [5][6] - The company operates in the mining sector, specifically dealing with tin, tungsten, lead, and zinc [6][8] Strategic Rationale - The acquisition aims to diversify the company's operations, which have been under pressure due to low lithium carbonate prices affecting revenue and profitability [9] - By entering the non-ferrous metal mining sector, the company seeks to leverage its expertise in lithium resource development and mineral processing to enhance Jiayu Mining's production and revenue [9] - The main minerals from Jiayu Mining, such as tin and tungsten, are critical for industries like military, aerospace, semiconductors, and new energy materials [9] Financial and Operational Impact - The company plans to conduct an audit and evaluation of Jiayu Mining post-acquisition to determine if it constitutes a major asset restructuring [1][9] - The acquisition is expected to improve the company's overall performance and revenue by 2025, while also stabilizing profits through diversification [9]

智通财经5月20日电，威领股份(002667.SZ)公告称，其控股孙公司天津长领矿业合伙企业以2.2亿元成功 竞得湖南临武嘉宇矿业有限责任公司74.3%股权。其中，黄华茂持有的41.34%股权以1.224亿元拍得，深 圳市华蓉资产管理有限公司持有的32.96%股权以9760万元拍得。公司拟通过收购嘉宇矿业股权，积极 拓展有色金属矿产资源领域，主矿种锡、钨等金属主要应用于军工、航空航天、半导体、新能源材料等 领域。 威领股份：以2.2亿元竞得嘉宇矿业74.3%股权 ...

华锡有色（600301）公告，公司以人民币3146万元报价竞得南丹县自然资源局挂牌出让编号为GY2024- 43地块的国有建设用地使用权，并已与南丹县自然资源局签署《国有建设用地使用权出让合同》。该地 块位于南丹县车河镇坡前村，土地面积为17.28万平方米，出让年限50年，土地用途为三类工业用地。 地价款支付要求为合同签订之日起30日内一次性付清。此次竞得地块使用权符合公司未来发展战略，有 利于完善公司产业布局，提升综合竞争能力。 ...