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辽宁丹东 : 聚焦“三大任务” 厚植高质量发展底色
Zhong Guo Fa Zhan Wang· 2025-05-09 06:47
在矿业招商方面多措并举,通过提振矿业经济为全市高质量发展提供动力。一季度,丹东市自然资源局 分别与五矿集团、北京大有集团、国城集团和辽宁五龙金矿等央企、上市公司对接洽谈,就全市矿业领 域合作开发进行了深入探讨。接下来,自然资源部门将加大矿业领域招商,继续以丹东优势矿产资源吸 引投资,推进精深加工和产业链延伸,将丹东资源优势转换为产业优势。 推进城市更新改造 为全面提升丹东城市形象、突出人文旅游、自然风光及城市精神等风格风貌,提升建筑外部风格,完善 夜间亮化景观,推进城市更新改造,打造"鸭绿江畔、丹东真好"的城市名片,对城市部分重要地段的特 色空间、景观风貌、开放空间、交通组织、建筑布局等内容进行详细设计。 丹东市自然资源局组织相关部门和技术单位,开展了《丹东市重要地段风貌提升规划》和《丹东机场至 鸭绿江大桥迎宾道路两侧景观提升规划》编制工作,现形成了初步设计方案。 中国发展网讯 记者施文郁报道 辽宁全面振兴新突破三年行动实施以来,丹东市在自然资源领域取得了 良好成果。截至2024年底,辽宁省丹东市完成了首宗"标准地"供应,标志着工业用地"标准地"出让这一 全新供地模式正式开启。盘活存量土地力度空前,批而未供和 ...
法治赋能矿业破局突围 律师智囊团定制纾困方案
Sou Hu Cai Jing· 2025-04-29 13:32
国企改革步入纵深阶段,法律层面的难题逐渐成为横亘在改革道路上的"绊脚石"。如何破局,让"绊脚 石"成为改革"垫脚石",成为制胜关键。 在重庆国企改革战场上,上海中联(重庆)律师事务所(以下简称中联重庆)凭借专业法律智慧,运 用"专业工具箱"里的案例数据库、风险预警系统,为国企改革注入强劲法治动能。 重庆市渝矿实业有限责任公司在与重庆市源庆矿业开发有限责任公司(以下简称:源庆矿业公司)合并 前,就曾遇到了特殊的难题。 源庆矿业公司代持着某地质队在某破产企业债权人合伙企业的合伙份额,计划将份额无偿划转给地质队。 根据法律规定及合伙协议约定:"普通合伙人经投委会审议通过,并经有表决权占合伙企业三分之二以上 的合伙人表决通过,可以转让全部合伙企业份额,否则可能无法完成工商变更。" 特别是针对矿产企业的跨国关停、资产重组、矿产合规等难题,中联重庆办公室高级合伙人牛子文带领团 队,从法律专业角度,提供专业知识,以高度的政治责任感和使命感,以向"新"而行,以"质"致远为目 标,为国有矿业企业改革保驾护航。 但合伙企业合伙人数量众多,且份额排名靠前的合伙人涉及多家银行,如同盘根错节的树根,协调起来难 度大、耗时长。中联重庆团 ...
银河证券每日晨报-20250429
Yin He Zheng Quan· 2025-04-29 05:21
Group 1: Nuclear Power Industry - The State Council approved the construction of 10 nuclear power units, indicating a positive long-term growth outlook for the nuclear power sector in China [2][4][6] - From 2022 to 2025, China has consistently approved at least 10 nuclear power units annually, with a total of 44 units under construction as of April 2025, representing a significant increase in installed capacity [3][4] - Nuclear power is recognized as a clean and stable baseload energy source, with high utilization hours and relatively stable electricity prices, which are expected to drive revenue and profit growth for related companies [4][5][6] Group 2: ASEAN Economic Cooperation - The visit of President Xi Jinping to ASEAN countries marks a significant moment for deepening cooperation in trade, investment, and industry, contributing positively to regional and global economic development [8][9] - China and ASEAN are focusing on high-end manufacturing, mineral resource development, infrastructure cooperation, and agricultural consumption, aiming for mutual benefits and deeper integration of industrial chains [10][9] - The cooperation framework includes enhancing policy coordination, leveraging complementary advantages in technology and market, and improving trade and investment facilitation to stimulate regional growth [10][9] Group 3: Precious Metals Market - Recent signals from the U.S. government regarding easing trade tensions with China have led to a temporary decline in gold prices, but medium-term prospects for gold prices remain bullish due to ongoing geopolitical risks and potential economic downturns in the U.S. [13][15] - Global gold ETF holdings and central bank purchases, particularly from emerging markets, indicate significant room for further accumulation of gold, supporting price increases [15][13] - The copper and aluminum sectors are expected to rebound due to favorable macroeconomic policies and a shift in market sentiment following the easing of trade tensions [15][16] Group 4: Agricultural Sector - He Feng Co. - He Feng Co. reported a significant turnaround in profitability for 2024, with a net profit of 3.42 billion yuan, compared to a loss in the previous year, driven by cost reduction and efficiency improvements [18][19] - The company’s feed business faced challenges with a decline in sales volume and price, but the meat and poultry segments showed resilience and growth potential [19][20] - The company plans to achieve over 10% growth in feed sales in 2025, focusing on strategic transformations across product, channel, and management aspects [19][22] Group 5: Medical Devices - Yuyue Medical - Yuyue Medical's revenue for 2024 decreased by 5.09%, but the company is focusing on strategic investments to accelerate international expansion, particularly in the blood glucose management sector [24][25] - The Continuous Glucose Monitoring (CGM) technology is identified as a key growth driver, with new products expected to significantly increase market penetration [27][29] - The company has made a strategic investment in Inogen to enhance its presence in the U.S. and European markets, indicating a commitment to long-term growth and shareholder returns [28][29]
美乌签矿产协议备忘录,英媒:这买不来乌克兰的和平
Sou Hu Cai Jing· 2025-04-20 02:32
Core Points - The recent memorandum signed between Ukraine and the United States regarding mineral resources has raised significant global interest, indicating a procedural step in mineral cooperation, but it does not address Ukraine's urgent need for peace [2][3] - The memorandum may allow U.S. companies to dominate the development of strategic minerals in Ukraine, which has led to accusations of resource exploitation and economic coercion [3][5] - Concerns have been expressed regarding the potential for this agreement to deepen Ukraine's economic vulnerabilities, especially in the context of ongoing conflict and financial strain [6] Group 1: Agreement Details - The memorandum establishes a framework for cooperation and expresses the intent to finalize an agreement, pending parliamentary approval from both countries [2] - The U.S. Treasury Secretary indicated that the final terms may resemble a controversial draft from 2024, which granted U.S. companies priority in mining operations [3] - The agreement lacks clarity on key aspects such as funding, profit distribution, and security guarantees, leading to skepticism about its implications [3][4] Group 2: Domestic and International Reactions - Ukrainian officials have voiced concerns that the agreement could be perceived as opportunistic, taking advantage of Ukraine's vulnerable situation [3][4] - The geopolitical implications are significant, as Ukraine holds 10% of Europe's lithium reserves and other critical resources, which could lead to tensions between the U.S. and European nations over resource distribution [5] - The focus on mineral agreements may detract from the essential goal of achieving lasting peace in Ukraine, as economic interests could overshadow the need for genuine conflict resolution [5][6]
西藏矿业(000762) - 投资者关系活动记录表(2024年度网上业绩说明会)
2025-04-08 13:00
Group 1: Company Overview and Goals - Tibet Mining focuses on the development of lithium and chromium resources, establishing the Zabuye Phase II project as a benchmark for mineral resource development in the Qinghai-Tibet Plateau [3][69] - The company aims to become a leader in the green and sustainable development of mineral resources in the Qinghai-Tibet Plateau [72] - The production targets for 2025 include 100,000 tons of chromium ore, 5,000 tons of lithium concentrate, 7,000 tons of lithium carbonate, and 93,000 tons of potassium chloride [7][8] Group 2: Project Progress and Challenges - The Zabuye Phase II project is located in a high-altitude, low-oxygen area and is the first integrated lithium extraction project in the region [3][5] - As of the end of 2023, the project progress is at 90%, with a target of 95% completion by the end of 2024 [5][18] - The project has faced delays, with only 5% progress made in the past year, raising concerns about the timeline for completion [3][18] Group 3: Financial Performance and Market Conditions - The company reported a basic earnings per share of 0.21 yuan for 2024, with a cash dividend distribution of 0.5 yuan per 10 shares [70][71] - The direct cost of lithium carbonate from Zabuye Phase II is over 40,000 yuan per ton, while the comprehensive cost is below 5,000 yuan, approaching zero cost [10][31] - The company has consistently been profitable, despite stock price declines attributed to various market factors [6][20] Group 4: Investor Relations and Market Strategy - The company emphasizes the importance of investor relations management and plans to enhance communication with investors [64] - There are currently no plans for stock buybacks, and the company is focused on improving investor confidence through operational performance [6][34] - The company is closely monitoring the lithium market and adjusting strategies to mitigate risks associated with price fluctuations [19][66]