智通财经APP获悉，周二，Jaguar Uranium(JAGU.US)登陆美股市场，开盘涨超35%，报5.5美元，并触 发停牌。IPO价格为4美元。Jaguar Uranium是一家总部位于加拿大安大略省的初级矿业公司，专注于在 南美地区(主要是哥伦比亚和阿根廷)的铀矿资源勘探和开发业务。公司成立于2022年，目前尚未实现营 收，主要在拉美拥有三个铀矿勘探项目，包括哥伦比亚的Berlin项目，以及阿根廷的Laguna和Huemul项 目。铀矿是核燃料的原材料，在核电发电和一些战略金属副产品领域有重要意义。 ...

全球最大铜生产商 —— 智利国家铜业公司（Codelco）旗下 El Teniente 矿矿长克劳迪奥・苏加雷特周二 对路透社表示，该矿产量在未来约五年内将持续处于低位。该矿去年发生致命事故，已对生产造成冲 击。 苏加雷特说："我们希望，基于我们已完成的研究，能够回收（矿区）北部的矿产资源。" 苏加雷特称，该矿今年预计生产30.1 万吨铜。 "我们希望能小幅提升产量，" 他表示，但同时警告称，产量"大概率将维持在这一水平附近，并在未来 五年保持不变"。 全球最大铜企智利国家铜业公司此前曾表示，未来三年产量将受到影响。 去年，该矿发生坍塌事故，造成数名工人死亡，此后矿区的一部分一直处于关闭状态。 新浪合作大平台期货开户 安全快捷有保障 全球最大铜企智利国家铜业公司此前曾表示，未来三年产量将受到影响。 去年，该矿发生坍塌事故，造成数名工人死亡，此后矿区的一部分一直处于关闭状态。 苏加雷特说："我们希望，基于我们已完成的研究，能够回收（矿区）北部的矿产资源。" 新浪合作大平台期货开户 安全快捷有保障 责任编辑：郭明煜 责任编辑：郭明煜 全球最大铜生产商 —— 智利国家铜业公司（Codelco）旗下 El Tenie ...

某国企港股IPO发行人（境外）法律服务采购项目招标公告 代理机构受广东省大宝山矿业有限公司（以下简称"招标人"）委托，就某国企港股IPO发行人（境外） 法律服务采购项目进行国内公开招标，有关事项如下： 1.招标条件 本项目为某国企港股IPO发行人（境外）法律服务采购项目（招标编号：04-12-04A-2026-D-E01108）， 招标人为某国企，招标代理机构为。资金由招标人自筹，出资比例为100%，项目已具备招标条件，现 委托公诚管理咨询有限公司进行国内公开招标。 2.项目概况与招标内容 2.1 项目名称：某国企港股IPO发行人（境外）法律服务采购项目 2.2 招标编号：04-12-04A-2026-D-E01108 2.3 招标控制价：999.98万元（不含税/人民币） 2.4 招标内容：本次招标服务内容为发行人境外律师提供的法律服务，由招标人根据项目实际进展确 定，具体要求详见本招标文件第五章《用户需求书》。 2.5 服务期限： 本合同包招标服务内容为招标人港股IPO所需的法律服务工作，协助招标人完成上市工 作。各项工作的时间节点，由招标人根据工作需要和进展确定。 2.6 服务地点：招标人指定地点（包括 ...

路透社引述知情人士报道，印度目前正与巴西、法国以及荷兰磋商关键矿物协议，而与加拿大的磋商正 在研拟之中。协议类似上月印度与德国签订的协议，以联手勘探、开采、处理和循环再用关键矿物以及 在两国和第三国采购和开发矿物资产，重点放在锂和稀土上。印度也希望能够获得处理矿物的技术。 (凤凰卫视资讯台) ...

Group 1 - The core point of the article is that Tibet Mining (000762) reported a total of 110,418 shareholders as of January 30, 2026 [1]

Investment Rating - The report assigns a "Buy" rating for MONGOL MINING (0975.HK) with a current price of 11.79 HKD [3]. Core Insights - MONGOL MINING has transitioned from a single coking coal producer to a diversified mining company, now involved in gold and copper production, with significant growth potential in these sectors [8][10]. - The company has a strong cost advantage in its coal operations, with a coal resource of 916 million tons and a production capacity that is expected to benefit from improved pricing dynamics in the Chinese market [8][10]. - The BKH gold mine is projected to contribute significantly to profits, with expected production of 76,500 ounces in 2026, potentially generating around 97 million USD in net profit, which would account for approximately 40% of the company's profits in 2024 [8][10]. Financial Forecasts - Revenue projections for MONGOL MINING are as follows: - 2024: 1,040 million USD - 2025: 846 million USD - 2026: 1,301 million USD - 2027: 1,457 million USD - Net profit forecasts are: - 2024: 242 million USD - 2025: 97 million USD - 2026: 274 million USD - 2027: 383 million USD - The expected EPS for the years 2024 to 2027 are 0.23, 0.09, 0.26, and 0.37 USD respectively [3][8]. Company Overview - MONGOL MINING is the largest privately-owned mining company in Mongolia, focusing on high-quality coking coal production and expanding into gold and copper mining [15]. - The company has undergone significant changes since its IPO in 2010, evolving through various phases including resource integration, debt restructuring, and diversification into multiple mining sectors [15][24]. Coal Operations - The company operates two main coking coal mines, UHG and BN, with a total coal resource of 916 million tons and a production capacity of 1.8 million tons per year [34][35]. - The coal quality is competitive with major Chinese coal regions, and the company has been increasing its washing rates, which have improved from 47.9% in 2023 to 58.4% in 2025 [34][38]. Gold and Copper Operations - The BKH gold mine is expected to start production in Q4 2025, with significant contributions to the company's profits anticipated in 2026 [8][10]. - The company also holds a 50.5% stake in UCC, which has substantial copper resources, indicating strong future growth potential in the copper sector [8][10]. Debt and Dividend Policy - Following a debt restructuring in 2017, the company has improved its balance sheet and is now in a position to consider dividends, with potential payouts expected to begin in 2026 [8][10][11]. - The company is transitioning to a low-debt phase, which enhances its capacity for shareholder returns [11][12]. Market Dynamics - The report highlights that the coal market is expected to stabilize, with supply constraints in China likely to lead to higher coal prices in 2026 [12][52]. - The demand for Mongolian coal is projected to remain strong, particularly in the Inner Mongolia region, due to supply shortages from other sources [49][50].

Investment Rating - The report does not explicitly state an investment rating for the industry or the specific company ANTAM TBK Core Insights - In Q4 2025, ANTAM's nickel pig iron production decreased by 35% quarter-on-quarter to 2,755 tons, and sales fell by 3% to 2,346 tons, marking a year-on-year decline of 43% and 70% respectively [1] - Nickel ore production increased by 3% quarter-on-quarter to 3.56 million wet tons, with sales rising by 9% to 3.35 million wet tons, reflecting a year-on-year growth of 35% and 27% respectively [2] - Gold production reached 153 kilograms, a 1% increase quarter-on-quarter but a 44% decrease year-on-year, while sales dropped by 31% quarter-on-quarter and 78% year-on-year to 3,331 kilograms [3] - Silver production fell by 11% quarter-on-quarter to 888 kilograms, with sales increasing by 41% quarter-on-quarter to 2,521 kilograms, showing a year-on-year growth of 37% [4] - Bauxite production decreased by 45% quarter-on-quarter to 514,374 wet tons, while sales surged by 914% quarter-on-quarter to 785,972 wet tons, with a year-on-year increase of 23% [4] - Alumina production rose by 6% quarter-on-quarter to 47,465 tons, with sales also increasing [5][6] Summary by Sections Nickel Business - ANTAM's nickel pig iron production and sales saw significant declines in Q4 2025, while nickel ore production and sales experienced growth [1][2] Gold Business - The gold segment faced challenges with production and sales declining significantly year-on-year, despite a slight quarter-on-quarter increase in production [3] Silver Business - Silver production decreased, but sales showed a positive trend quarter-on-quarter and year-on-year [4] Bauxite and Alumina - Bauxite production saw a sharp decline, but sales increased dramatically, while alumina production and sales showed moderate growth [4][5][6] Strategic Initiatives - ANTAM is focusing on downstream integration to enhance value, including the construction of a gold processing plant and participation in the electric vehicle battery ecosystem in Indonesia [8][9]

Core Viewpoint - The company, Jihai Resources (02489.HK), has announced a temporary suspension of operations at its subsidiaries due to a serious accident at a third-party mining site in Yantai, which necessitated immediate action from the local emergency management bureau [1] Group 1 - The Yantai Emergency Management Bureau verbally notified Jihai Resources' subsidiary, Yantai Zhongjia Mining Co., Ltd., and Yantai Mujin Mining Co., Ltd. to cease operations following the accident on February 7, 2026 [1] - All mining operations, including those not directly involved in the incident, are required to halt immediately as a precautionary measure [1] - The next steps for the affected companies will depend on a formal notification from the Emergency Management Bureau [1]

证券研究报告|行业研究报告 [Table_Date] 2026 年 2 月 10 日 [Table_Title] Hecla Mining 2025 年白银产量同比增加 5.3%至 529.59 吨，2026 年合并银产量预计为 470-513 吨 [Table_Title2] 有色金属-海外季报 [Table_Summary] 季报重点内容: ► 2025 年生产经营情况 2025 年白银产量 1702.68 万盎司（529.59 吨），同比增长 5.3%，达到合并白银产量指导目标的上限。所有银矿项目均达 成产量目标，其中 Lucky Friday 矿产出 530 万盎司，超出其指 导范围上限。 2025 年合并黄金产量 150,509 盎司（4.68 吨），同比增长 6.0%，超过 15 万盎司黄金指导目标的上限。 ►2026 年指引 合并银产量预计为 1510 万至 1650 万盎司（470-513 吨），因 Greens Creek 矿处理品位预期下降，较上年小幅减少。 合并黄金产量预计降至 13.4 万至 14.6 万盎司（4.17-4.54 吨），因 Casa Berardi 矿处理品位预期走低。 ...

来源：智通财经网 2月10日，港交所(00388)发布2025年香港股权资本市场回顾。2025年，香港资本市场表现亮眼，许多上 市股份表现优秀、成交一再创新高，港股通交投活跃。根据Dealogic的数据，2025年香港股权资本市场 的集资额达1,030亿美元，同比升164%。其中，首次公开招股集资规模达374亿美元，同比增长231%； 上市后再融资规模达660亿美元，同比升136%。与此同时，二级市场亦相当活跃：现货市场平均每日成 交额同比升89.5%，港股通亦非常活跃。 两大增长动能 香港资本市场助力各不同发展阶段的发行人实现融资，年内新股发行及再融资活动均大幅增长。 2025年底，香港重登全球新股集资中心榜首，119家新上市公司集资共374亿美元，当中包括全球五大新 股的其中两只。全年集资总额更是香港2021年以来的新高，超过前三年总和。 根据Dealogic及彭博的数据，新股上市后表现强劲，集资额1亿美元或以上的新股，上市首日股价平均 上升23.8%，上市后一个月平均涨幅达30.7%，是近20年来的最佳成绩。 数据亦显示，香港上市后再融资额增至660亿美元，创下2021年以来的最高纪录。其中200亿美元 ...