其中，在此次高达606.76亿元的资产出售计划中，中国中冶拟将所持有的中冶置业100%的股权及公司 对中冶置业的标的债权一并出售给五矿地产控股，将所持有的有色院、中冶铜锌、瑞木管理100%的股 权和中冶金吉67.02%的股权出售给中国五矿，公司控股子公司中国华冶拟将其持有的华冶杜达100%的 股权出售给中国五矿或其指定主体。 MACD金叉信号形成，这些股涨势不错！ 上证报中国证券网讯（记者 何昕怡）12月9日，中国中冶股价突发异动，A股股价触及跌停，报3.05元/ 股；港股股价一度跌超20%。 12月8日晚间，中国中冶披露出售资产暨关联交易的公告。公告显示，中国中冶拟将旗下包括房地产、 有色矿产设计与开发在内的多项资产打包出售，交易总对价高达606.76亿元。 来源：上海证券报·中国证券网 ...

格隆汇12月9日丨龙江交通(601188.SH)公布，公司控股子公司龙创公司拟通过推进工农村石墨矿产资源 开发项目，进一步加快公司"一体两翼"战略中"产业翼"石墨产业链的落地进程。为促进公司战略达效， 支持龙创公司对工农村石墨矿进行矿产开发，龙江交通拟与龙创公司另一股东方矿投公司按持股比例合 计对龙创公司增资不超过73,834.96万元，其中，龙江交通持股60%，增资金额不超过44,300.976万元， 矿投公司持股40%，增资金额不超过29,533.984万元，作为龙创公司开展采选联合项目的资本金。 ...

Core Viewpoint - The company has signed a cooperation framework agreement with China Uranium Corporation for uranium mining development, currently in the experimental stage [1] Group 1: Company Collaboration - The company's subsidiary, Xiamen Wanli Stone Mining Resource Recycling Technology Co., Ltd., is involved in the partnership with China Uranium (Namibia) Mining Co., Ltd. [1] - The collaboration focuses on uranium bio-leaching experiments and their industrial application [1]

Core Viewpoint - The article discusses the increasing interest in the development of critical mineral resources in the Arctic region, driven by the accelerating energy transition and the growing demand for metals like lithium, nickel, and cobalt, despite the challenges posed by remote geography and harsh environmental conditions [4][6]. Group 1: Mineral Resources and Economic Potential - The Arctic region is rich in various metals, including iron, titanium, copper, zinc, nickel, gold, silver, niobium, tantalum, and rare earth elements, with an estimated value of over $60 trillion for its energy and mineral reserves [6][7]. - Russia, Canada, and Greenland are highlighted as key areas for mineral deposits, with Russia being the leading country in several critical minerals, including gallium, germanium, tellurium, nickel, and vanadium [7][9]. - The Oxford Institute for Energy Studies predicts that significant production of critical minerals in the Arctic could begin in the mid-2030s, contingent on various factors such as demand growth rates and government support [7]. Group 2: Development Challenges - The development of Arctic mineral resources faces significant challenges, including extreme weather conditions, permafrost, and ecological fragility, which complicate mining operations [11][12]. - The timeline from exploration to production can take 7 to 10 years, requiring substantial investment and complex approval processes, particularly in Alaska where mining regulations are stringent [12]. - Companies like Amaroq Minerals in Greenland face logistical difficulties and harsh climates, which could delay profitability for 15 to 20 years [12]. Group 3: Strategic Importance - The Arctic is viewed as a critical area for enhancing energy security, with countries like Russia prioritizing mining as a key economic and export strategy [9][10]. - The U.S. is also increasing its focus on Arctic mining, with significant investments in projects like antimony in Alaska, which is essential for various high-tech applications [10].

Core Viewpoint - Sichuan Hebang Mining Co., Ltd. has been established with a registered capital of 2 billion yuan, focusing on geological exploration and related services [1] Company Summary - The company is fully owned by Hebang Biotechnology [1] - Its business scope includes geological exploration technology services, manufacturing of specialized geological exploration equipment, sales of non-metallic minerals and products, and coal washing and selection [1]

Core Insights - The Xinjiang Tacheng region's State-owned Assets Supervision and Administration Commission (SASAC) has significantly enhanced the operational efficiency and core competitiveness of state-owned enterprises (SOEs) through reform initiatives [1][2] Group 1: Financial Performance - As of the end of October, the total assets of state-owned enterprises in the Tacheng region reached 81.794 billion yuan, a year-on-year increase of 0.6% [1] - The operating revenue for the same period was 11.389 billion yuan, reflecting a year-on-year growth of 33.3% [1] - Tax contributions amounted to 576 million yuan, showing a substantial year-on-year increase of 132.6% [1] Group 2: Reform and Structural Optimization - The region has completed 197 reform measures with a completion rate of 97.9%, ranking third in the entire Xinjiang region [1] - A modern industrial system comprising "5+2" sectors, including modern agriculture, clean energy, port logistics, mineral development, cultural tourism integration, and urban services, has been established [2][5] - The SASAC has implemented six special governance actions to optimize enterprise structure, resulting in the reduction of 17 redundant legal entities and the adjustment of nine underperforming management personnel [5] Group 3: Strategic Initiatives and Future Plans - The region aims to transform resource endowments into tangible development advantages by engaging in comprehensive cooperation with central enterprises, regional enterprises, and high-quality market players from outside Xinjiang [2] - Future plans include the cultivation of 3 to 5 state-owned enterprises with core competitiveness, referred to as "Tacheng State-owned Enterprise Benchmarks" [5] - The SASAC emphasizes the importance of modern enterprise systems and talent retention to enhance the role of SOEs in economic growth, industrial innovation, and social welfare [5]

Core Viewpoint - The company Beijete (300774.SZ) is extending its upstream supply chain in the water treatment sector through the acquisition of a 55% stake in Dahao Mining for 224.8 million yuan, marking a strategic move to secure key raw materials and enhance its competitive edge [2][3][5] Group 1: Acquisition Details - Beijete's subsidiary, Beijete (Beijing) New Materials Technology Co., Ltd., plans to acquire 55% of Dahao Mining, which specializes in mineral resource exploration and development [2][3] - Dahao Mining holds nine mining rights, including two mining rights and seven exploration rights, primarily for antimony, tungsten, and lead-zinc ores [3] Group 2: Financial Status of Dahao Mining - Dahao Mining has not commenced operations and is currently unprofitable, with projected net losses of 16.5 million yuan and 12.9 million yuan for 2024 and the first seven months of 2025, respectively [4] - As of July 2025, Dahao Mining's total assets are valued at 155 million yuan, with a net asset deficit of 32.4 million yuan, indicating a state of insolvency [4] Group 3: Debt Management and Financing - The transaction includes provisions for managing Dahao Mining's debt of 191 million yuan, with Beijete New Materials set to handle 105 million yuan of this debt through a loan specifically for debt repayment [4] - Post-acquisition, Beijete New Materials will provide additional loans at an annual interest rate of 6.5% to support the development of existing mining projects [4] Group 4: Strategic Objectives - The acquisition aims to secure a stable supply of key raw materials, enhance cost control, and improve the efficiency and risk resilience of the entire supply chain, aligning with industry trends towards transformation and upgrading [5] - Beijete's revenue for the first three quarters of 2025 reached 728 million yuan, a year-on-year increase of 11.42%, while net profit attributable to shareholders decreased by 31.4% [5] Group 5: Market Reaction - Following the announcement of the acquisition plan, Beijete's stock price surged by 20.02% to 20.8 yuan per share, marking a cumulative increase of 141.3% for the year [5]

净利下滑之下，倍杰特祭出重组计划。11月19日晚间，倍杰特发布公告称，全资子公司拟以自有资金或 自筹资金约2.25亿元收购文山州大豪矿业开发有限公司（以下简称"大豪矿业"）55%股权。受该消息影 响，11月20日，倍杰特收于涨停价20.8元/股。不过，筹划并购背后，标的公司大豪矿业目前尚未盈利， 此外，截至10月31日，大豪矿业债务总额近2亿元。 重组消息刺激股价涨停 11月20日，倍杰特高开高走，封上涨停板。 交易行情显示，11月20日，倍杰特高开5.02%，随后股价迅速拉升至涨停，最终收于涨停价20.8元/股， 当日成交金额约6.06亿元，总市值85.02亿元。 消息面上，倍杰特披露公告称，公司全资子公司倍杰特（北京）新材料科技有限公司（以下简称"倍杰 特新材料"）拟以自有资金或自筹资金约2.25亿元收购汤玮、龙岩市小娘坑矿业有限公司、王育才合计 持有的大豪矿业55%股权。本次交易完成后，大豪矿业纳入倍杰特合并报表范围。本次交易不构成关联 交易，也不构成重大资产重组。 倍杰特新材料则设立于今年2月19日。据倍杰特2025年半年报，该公司为获取盐湖资产市场设立，尚未 实现损益。 标的公司债务显眼 公告显示， ...

Core Points - The Xinjiang Uygur Autonomous Region has issued the "Management Measures for Green Mine Construction" to enhance the development and protection of mineral resources [1][2] - The measures establish a collaborative mechanism involving various government departments to promote green mine construction and implement supportive policies [1] - Mining enterprises are designated as the main responsible entities for green mine construction, required to conduct self-assessments and rectify issues in accordance with relevant standards [1][2] Group 1 - The measures require new mines to adhere strictly to green mine standards and undergo evaluation within 1 to 2 years of operation [1] - Existing medium and large-scale mines must clarify timelines and requirements for green mine construction during the renewal or modification of mining rights [2] - Mines with less than three years of remaining extractable reserves must focus on pollution prevention and ecological restoration before closure [1][2] Group 2 - Natural resource departments are tasked with increasing supervision of mines that have not yet initiated green mine construction [2] - The evaluation indicators for green mine construction will be developed and adjusted by the regional natural resources department based on legal and technical standards [2] - Mining groups and enterprises are encouraged to develop and apply their own standards for green mine construction [2]

Group 1 - The company Beijiete (300774.SZ) has approved the acquisition of a 55% stake in Wenshan Dahao Mining Development Co., Ltd. for a cash consideration of 224.8 million RMB [1] - The acquisition involves the assumption of Dahao Mining's total debt of 191.2813 million RMB, with Beijiete planning to handle 105.2047 million RMB of this debt through a loan [1] - Beijiete will provide a special loan to Dahao Mining at an annual interest rate of 6.5% for the construction of existing mining projects [1] Group 2 - Dahao Mining primarily holds antimony, tungsten, and lead-zinc ores, with antimony being widely used in various industrial applications [2] - Tungsten is considered a strategic resource essential for national defense and economic development, with demand driven by sectors such as automotive and aerospace [2] - The acquisition aligns with Beijiete's strategy to secure key raw material supplies and enhance the efficiency and resilience of its supply chain, contributing to the company's core competitiveness and sustainable development [2]