有色板块震荡走强，铜、贵金属方向领涨，海南矿业、国城矿业、深圳新星等涨停，洛阳钼业、中国铝 业、紫金矿业等跟涨。 【导读】A股市场冲高回落，有色板块震荡拉升，商业航天板块再度活跃 一起来看下上午的市场情况及最新资讯。 12月26日上午，A股市场冲高回落，上证指数跳水转跌，创业板指回吐早盘近1%涨幅。截至午间收盘， 沪指跌0.19%，深成指涨0.17%，创业板指跌0.15%。 板块上来看，锂电产业链走强，贵金属、基本金属、商业航天等板块表现活跃；而光刻机、电子元器件、 通信设备等板块跌幅居前。 有色板块震荡走强 商业航天概念股持续走高 商业航天概念股持续走高，广联航空涨超10%，通宇通讯、航天发展涨停。 | 名称 | 现价 | 涨跌幅 ▼ | 成交量 | 换手率 | 而智率 | 总市值 | | --- | --- | --- | --- | --- | --- | --- | | 厂联航空 | 34.90 | 11.82% | 9398万 | 41.57% | -125 | 104亿 | | 通宇通讯 | 42.00 | 10.01% | 1.11亿 | 33.39% | 1452 | 220亿 | | 航天发 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 2025年11月，在由世界黄金协会组织的媒体参访活动中，完成从矿床到世界地质公园转变的紫金山金铜 矿引发一行人的关注。据介绍，去年3月，在法国召开的联合国教科文组织执行局第219次会议审议通 过，正式批准龙岩地质公园成为世界地质公园。作为世界级高硫化浅成低温热液金属矿床，位于龙岩世 界地质公园西南部的紫金山铜金矿床是其重要组成部分。 在该地质公园相关的社交媒体分享上，有网友评价"值得参观，金山银山就是绿水青山"。金铜矿何以变 成世界地质公园？ 对于绿色如何成为矿业发展底色这一命题，紫金矿业的实践，正清晰展现出一条企业ESG担当系统路径 与全球矿业可持续发展的"中国方案"。 挖掘不尽的金山银山 "铜娃娃戴了个金帽子"，据紫金矿业官网介绍，金矿体形成于上部的氧化带岩层中，在下部的原生带岩 层中形成铜矿体，这种"上金下铜"的成矿分带被形象的如此比喻，"紫金山大型金铜矿床的发现是中国 铜金矿勘探史上的一次重大突破，1996年荣获国家科技进步一等奖"。 据史料记载，紫金山早在北宋年间就是朝廷重要的黄金和铜币生产基地。紫金山在稀有性、典型性、科 学价值、历史文化价值等方面 ...

证券代码：600711 证券简称：盛屯矿业（维权） 公告编号：2025-080 盛屯矿业集团股份有限公司 关于在控股子公司之间调剂担保额度的公告 本公司董事会及全体董事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。 一、担保额度调剂情况概述 为满足公司业务发展及实际经营需要，盛屯矿业集团股份有限公司（以下简称"公司"）在2024年年度股 东大会授予的担保额度内，将其他控股子公司尚未使用的担保额度调剂15亿元至全资子公司宏盛国际资 源有限公司（以下简称"宏盛国际"）使用；将其他控股子公司尚未使用的担保额度调剂5亿元至控股子 公司盛屯能源金属化学（贵州）有限公司（以下简称"盛屯能源金属"）使用；将其他控股子公司尚未使 用的担保额度调剂1.5亿元至全资子公司盛屯金属有限公司（以下简称"盛屯金属"）使用。 二、原担保额度分配情况 公司分别于2025年3月23日召开的第十一届董事会第十七次会议和2025年4月14日召开的2024年年度股东 大会审议通过了《关于2025年为子公司提供担保额度的议案》，2025年度公司下属子公司向银行、信托 贷款、融资租赁公司等 ...

有色板块震荡走强，铜、贵金属方向领涨，紫金矿业、洛阳钼业涨超3%，双双创历史新高，江西铜业 涨超7%，白银有色、湖南白银、西部矿业跟涨。 ...

Group 1 - The core viewpoint of the article emphasizes the innovative approaches of Chinese mining companies in Africa, focusing on the establishment of a "universal language" for resource management and the integration of Chinese standards into local practices [2][10][12] - The KFM copper-cobalt mine by Luoyang Molybdenum Co. has set a new benchmark in international mining management through its unique "material coding" system, which addresses challenges in supply chain management and enhances communication efficiency [2][3][5] - The material coding system is linked with logistics, allowing real-time updates on the transportation status of materials, thus solving long-standing issues related to tracking shipments [5][6] Group 2 - In Mali, Hainan Mining's project manager demonstrated the importance of adopting Chinese standards in project design, overcoming local ambiguities in engineering standards to ensure project reliability and efficiency [6][8] - The article highlights the competitive advantages of Chinese mining companies, such as high efficiency and strong cost control, which enable them to operate profitably in challenging environments compared to Western firms [9][10] - The integration of local and international management practices is crucial for the success of Chinese mining companies in Africa, as seen in MMG's diverse management team that includes local and international personnel [10][12] Group 3 - The article discusses the increasing trend of Congolese students studying in China, which may enhance communication and management practices in Chinese mining operations in Africa [13] - The narrative of Chinese enterprises in Africa is framed within the context of the Belt and Road Initiative, emphasizing a shift from exploitation to collaborative development [13][14]

以技术破题，以管理筑基——在非洲这片充满潜力的土地上，中国矿企书写的不是一份简单的开发方 案，而是一套助力现代化的"通用语言"。从为一颗螺栓编码，到填补技术标准的空白，中国企业正以扎 实的实践，回应非洲大陆最深切的发展之问：资源，如何才能真正转化为一个国家的能力与未来？ （一）打通国际供应链的"通用语言" （二）在"规范真空"里注入中国标准 在马里项目的临时板房里，海南矿业（601969）马里项目负责人蔡于胜通过电脑屏幕，向我们展示了两 套图纸：一套是前任股东的承包商设计的，另一套是他的团队刚刚完成的、完全基于中国标准的新设 计。窗外是广袤却贫瘠的非洲土地，这里没有成熟的工业体系，甚至"连材料材质、计量规范都没有"。 "我们不能在流沙上盖高楼。"蔡于胜回忆当时的决策场景时说，"战略不合适，进度也无法保证。我们 必须推翻重来，用我们最熟悉、最可靠的中国规范作为项目的'脊梁'。" 洛阳钼业（603993）KFM铜钴矿通过独创的"物料编码"体系，为国际化矿业管理树立了新标杆，成为 中国企业"走出去"的生动实践。 "一批螺栓可能会被标注为'boltboulon'或当地语言名称，同一设备在不同系统中的编码迥异。"回忆起 ...

Core Viewpoint - Chinese mining companies are leveraging technology and management practices to address the challenges of resource development in Africa, aiming to transform resources into national capabilities and future potential [2]. Group 1: Supply Chain Management Innovations - Luoyang Molybdenum's KFM copper-cobalt mine has established a unique "material coding" system, setting a new benchmark for international mining management and facilitating effective communication within the supply chain [3][5]. - The material coding system integrates with the logistics chain, allowing real-time updates on the transportation status of materials, thus addressing challenges such as port strikes and border congestion [4]. Group 2: Standardization and Local Adaptation - In Mali, Hainan Mining's project team developed new designs based on Chinese standards to overcome the lack of local industrial standards, demonstrating flexibility in adapting to local conditions while maintaining core Chinese engineering principles [7]. - The project manager emphasized that using Chinese standards not only improves efficiency but also ensures quality, showcasing the reliability of Chinese technology [11]. Group 3: Cost Control and Competitive Advantage - Cost control is identified as the core competitive advantage for mining companies, especially in overseas operations, where effective management can lead to profitability even in challenging environments [11]. - Chinese mining companies are noted for their high efficiency and strong cost control capabilities, which allow them to succeed where Western companies may struggle [11]. Group 4: Integration of Chinese and Local Management Practices - MMG's management team exemplifies a blend of Chinese and local expertise, with a diverse team composition that enhances communication and operational effectiveness [15]. - The company has adopted English as the primary working language to facilitate better integration of local and international staff, promoting a more inclusive management approach [15]. Group 5: Future Trends and Innovations - The application of advanced technologies such as AI and robotics in mining operations is anticipated to significantly enhance productivity and operational efficiency in Africa [12]. - Continuous investment in research and development is planned, focusing on digital mining and green metallurgy to reduce carbon emissions and improve mining processes [12].

本公司董事会及全体董事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。 证券代码：603132 证券简称：金徽股份 公告编号：2025-070 金徽矿业股份有限公司 关于归还临时补充流动资金的闲置 募集资金的公告 重要内容提示： ● 截至2025年12月26日，金徽矿业股份有限公司（以下简称"公司"）已归还临时补充流动资金的闲置募 集资金人民币4000.00万元。 一、募集资金临时补充流动资金情况 公司于2025年4月18日召开第二届董事会第十四次会议、第二届监事会第十次会议审议通过了《关于使 用部分闲置募集资金暂时补充流动资金的议案》，同意使用部分闲置募集资金不超过人民币6,000.00万 元暂时补充流动资金，使用期限自第二届董事会第十四次会议审议通过之日起不超过12个月。详见公司 于2025年4月19日刊登在上海证券交易所网站（www.sse.com.cn）及指定媒体披露的《金徽矿业股份有 限公司关于使用部分闲置募集资金暂时补充流动资金的公告》（公告编号：2025-019）。 ■ 二、归还募集资金的相关情况 截至本公告披露日，公司已将上述用于暂时 ...

Group 1 - Chaojie Co., Ltd. announced that as of September 30, 2025, the revenue from its aerospace components and humanoid robot businesses accounts for a small proportion of the company's total revenue [2] - Tongguang Cable's subsidiary has pre-qualified for a project with the State Grid Corporation, with a total bid amount of 139 million yuan, which represents approximately 5.36% of the company's audited revenue for 2024 [4] - Guosheng Securities announced that the Jiangxi Provincial State-owned Assets Supervision and Administration Commission indirectly controls 41.69% of the company's shares, becoming the actual controller [5] Group 2 - Haike New Source signed a strategic cooperation agreement with Hunan Fanelite, expecting to supply 270,000 tons of electrolyte solvents and additives from January 1, 2026, to December 31, 2028 [3] - Xindeng Co., Ltd. plans to establish a joint venture for joint assembly of robotic products, with a registered capital of 50 million yuan [6] - Shanghai Portwan reported that its commercial aerospace and perovskite solar energy businesses account for less than 1% of total revenue, indicating a small scale and lack of profitability [7] Group 3 - Jinlongyu plans to establish a 1.5 billion yuan industrial merger fund focusing on its main business and the solid-state battery industry chain [9] - Unigroup Guowei's subsidiary intends to invest 300 million yuan with Ningde Times' subsidiary to establish a company for automotive domain control chip business [9] - Cangge Mining announced plans for its subsidiary to produce 11,000 tons of lithium carbonate in 2026, along with other production targets for potassium chloride and industrial salt [12]

参股公司西藏巨龙铜业有限公司2026年度预计铜精矿产量为30万吨-31万吨，按照30.78%的持股比例， 公司享有权益产量约9.23万吨-9.54万吨。参股公司西藏阿里麻米措矿业开发有限公司2026年度预计碳酸 锂产量20,000吨-25,000吨，按照持股比例计算，公司享有权益产量约5,000吨-6,000吨。 格隆汇12月25日丨藏格矿业(000408.SZ)公布，根据公司2026年度整体工作安排，结合权属企业和参股 企业各矿区实际产能状况及市场环境形势，公司拟定了2026年度生产经营计划。格尔木藏格钾肥有限公 司2026年度生产经营计划：计划生产氯化钾100万吨、销售氯化钾104万吨；生产工业盐150万吨、销售 工业盐150万吨。格尔木藏格锂业有限公司2026年度生产经营计划：计划生产碳酸锂11,000吨、销售碳 酸锂11,000吨。 ...