| 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.07.09 | 10.04 | 4.39 | -2885.10 | | 2025.07.08 | 9.95 | 2.85 | 2432.05 | | 2025.07.07 | 0.14 | 1.27 | -186.24 | | 2025.07.04 | 0.41 | 1.62 | 323.77 | | 2025.07.03 | 0.55 | 1.83 | -527.66 | | 2025.07.02 | 1.97 | 2.03 | 33.35 | | 2025.07.01 | 0.85 | 1.16 | 209.83 | | 2025.06.30 | -0.14 | 1.04 | -114.35 | | 2025.06.27 | 1.14 | 1.32 | -675.35 | | 2025.06.26 | -0.57 | 0.86 | -316.23 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 4月9日公司发布的一季 ...

扎实推动有色金属产业高质量发展 为深入学习贯彻习近平生态文明思想和习近平总书记对我区生态环境保护重要指示精神，7月8日下午， 自治区党委书记、自治区人大常委会主任陈刚在深入河池市南丹县开展蹲点调研前，先后到自治区自然 资源厅、生态环境厅调研，了解全区有色金属及关键金属资源分布、产业发展和涉重金属污染整体情 况，研究部署推进我区涉重金属环境安全隐患排查整治和有色金属产业高质量发展。 原标题： 科学施策标本兼治疏堵结合 随后，陈刚来到自治区生态环境厅，详细了解我区涉重金属污染排查整治工作情况。他强调，抓好生态 环境保护，解决好广西涉重金属污染问题，是广西高质量发展的"必答题"和"高分项"。要进一步深化对 有色金属产业发展的规律性认识，坚持标本兼治，以"治标"为"治本"赢得时间，落实好生态环境部提出 的"查、评、改、治、防、管"六字指导意见，填补监督执法漏洞，坚决打击和关停一批"小散乱"企业， 进一步优化全区有色金属产业布局。要重典治乱、猛药去疴，扎实开展非法采矿和涉重金属污染问题倒 查十年专项行动、涉黑涉恶专项整治三年行动，坚决纠治生态环境领域不正之风和腐败问题，从严从重 查处违法偷排、漏排企业，发现一个查处一个 ...

华锡有色（600301）公告，2025年7月8日，广西壮族自治区自然资源厅官网发布《广西壮族自治区自然 资源厅关于取消广西河池市金城江区寨平铅锌矿勘查探矿权竞得人资格及解除探矿权出让成交确认书的 公告》。由于矿业权出让所依据的客观情况发生重大变化，经双方协商，决定解除与二一五地质队签订 的《探矿权出让成交确认书》并取消其竞得人资格，取消广西河池市金城江区寨平铅锌矿勘查探矿权的 出让行为。二一五地质队将按照相关规定办理竞买保证金人民币100万元的退回手续。本次探矿权竞拍 取消，未对公司发展战略、财务状况产生不利影响。 ...

证券代码：000060 证券简称：中金岭南 深圳市中金岭南有色金属股份有限公司 投资者关系活动记录表 编号：2025-02 投资者关系活动 类别 □ 特定对象调研 √分析师会议 □媒体采访 □业绩说明会 □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） 参与单位名称及 人员姓名 华泰证券、民生证券、浙商证券 时间 2025 年 7 月 7 日—8 日 地点 深圳、电话会议 上市公司接待人 员姓名 董事会秘书、总法律顾问 万磊 投资者关系活动 主要内容介绍 1、公司资源量及矿产勘探活动情况？ 截止 2024 年底，公司所属矿山保有金属资源量锌 713 万吨，铅 366 万 吨，铜 143 万吨，银 6607 吨，金 90 吨，镍 9.24 万吨，镓 717 吨，锗 240 吨，钨 1.65 万吨。 2024 年，公司通过自有矿权勘查增储与矿权摘牌，全年新增铅锌铜金 属资源量 151.45 万吨，金 24 吨，钨（WO₃）1 万吨，为公司高质量持续发 展进一步夯实了矿产资源基础。 公司统筹管理在全球范围内拥有的矿业权，针对重点项目进行深入勘 查，通过勘探新增铜铅锌金属资源量 82.96 万 ...

万和财富早班车 2025年7月9日 ● 国内金融市场 ● 我们不是资讯的搬运工 而是有态度的发现者 宏观消息汇总 1。国家发展改革委新增下达100亿元中央预算内投资，开展以 工代赈行动,预计吸纳带动31万名重点群体就业 2. 七部门发文加快推进普惠托育服务体系建设,明确发展"1+N" 的托育服务体系 3. 香港证监会：扩大南向通参与机构范围,加入券商、保险公 司、理财及资产管理公司 二、行业最新动态 1。万马股份(002276)：万马高分子超高压绝缘料三期项目达产后. 合计年产能将达到6万吨,市占率从15%提升至约20% 2 联合化学(301209)：公司拟以自有和自筹资金1.2亿元增资卓 光芮科技，增资后将持有卓光芮19.3548%的股权 3、金岭矿业(000655):预计公司上半年净利润盈利比上年同期增 长66.48%-111.54%,业绩增长主要由于主产品铁精粉销量增加 4、科大智能(300222)：公司全资子公司持股18%的参股公司科大智 能（合肥）科技有限公司为小米汽车充电桩的供应商 四、市场回顾及展望 七月八日(周二),昨天市场小幅高开后一路震荡上行,黄线 领涨白线,指数盘中突破7月4日的高点再度 ...

经查，违法当事人刘某林未取得采矿许可证，于2023年12月擅自以挖掘机开采的方式，在鹿 寨县黄冕镇板坡采石场矿区外开采石灰岩矿大约500立方米，非法开采行为被发现后才停止，其违 法情节较重。上述行为违反《中华人民共和国矿产资源法》第三条，《中华人民共和国矿产资源法 实施细则》第五条第一款及《广西壮族自治区矿产资源管理条例》第五条、第十八条的规定，属未 取得采矿许可证违法采矿行为。2023年12月14日，鹿寨县自然资源和规划局予以立案调查。2024 年3月28日，作出处罚决定，没收非法开采的500立方米石灰岩矿，并处罚款30000元。 3.柳江区土博镇琴怀村龙立屯韦某益无证开采案 经查，违法当事人韦某益未取得采矿许可证，于2023年12月擅自以挖掘机开采的方式，在柳 江区土博镇琴怀村龙立屯开采石灰岩并用于出售，违反《中华人民共和国矿产资源法》第三条、 《中华人民共和国矿产资源法实施细则》第五条、《矿产资源开采登记管理办法》第二条及《广西 壮族自治区矿产资源管理条例》第五条、第十八条的规定，属无证采矿行为。2024年3月21日，柳 江区自然资源局予以立案调查。2024年5月20日，作出处罚决定，没收违法所得129 ...

Core Viewpoint - The company, Sichuan Hebang Biotechnology Co., Ltd., is actively responding to regulatory inquiries regarding its 2024 annual report, particularly focusing on its mining operations and financial disclosures related to its mineral resources [1][2]. Mining Operations - The company holds a total of 40 mining rights, including 34 exploration rights and 6 mining rights, with an investment of approximately 620 million yuan for acquiring these rights [1][2]. - The mining sector has become a core contributor to the company's operating profits, with an expected profit contribution of 250 million yuan from phosphate rock sales in 2024 [1][2]. - The company employs a phased investment and rolling development strategy in its mining operations to manage risks and ensure cash flow [1][2]. Financial Performance - The company reported a total operating income of 8.547 billion yuan in 2024, a decrease of 3.13% year-on-year, with a net profit of 31 million yuan, down 97.55% from the previous year [1][12]. - The phosphate and salt mines have generated significant revenue, with phosphate sales expected to increase as construction projects are completed [5][12]. Investment Strategy - The company is strategically expanding into the mining sector, aligning with macroeconomic policies and market conditions, while leveraging its existing resources and personnel expertise [9][10]. - The company has established a robust management structure and has recruited over 180 new employees in the mining sector since 2024, enhancing its operational capabilities [8][9]. Risk Management - The company utilizes a joint venture model for overseas mining projects to mitigate risks and ensure compliance with local regulations [10][11]. - A comprehensive risk control framework is in place for both domestic and international mining operations, focusing on environmental protection, safety, and regulatory compliance [10][11]. Sales and Revenue Breakdown - The company has achieved significant sales in its mining operations, with phosphate and salt mines contributing to the majority of its revenue [5][12]. - The sales model primarily involves internal sales within the group, with a high collection rate of 90% on receivables [5][12].

| 证券代码：000426 证券简称：兴业银锡 | | | | | | | 公告编号：2025-58 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 内蒙古兴业银锡矿业股份有限公司 | | | | | | | | | | | 关于控股股东所持公司部分股份解除司法冻结 | | | | | | | | | | | 及轮候冻结生效的公告 | | | | | | | | | | | 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假 | | | | | | | | | | | 记载、误导性陈述或者重大遗漏。 | | | | | | | | | | | 内蒙古兴业银锡矿业股份有限公司（以下简称"公司"或"本公司"）于近 | | | | | | | | | | | 日接到控股股东内蒙古兴业黄金冶炼集团有限责任公司（以下简称"兴业集团"） | | | | | | | | | | | 的通知，获悉兴业集团持有的公司部分股份存在解除司法冻结及轮候冻结生效的 | | | | | | | | | | | 情况。现将相关情况公告如 ...

Group 1 - The core point of the news is that Shudao Group has increased its stake in Hongda Co., which is expected to alleviate the company's debt pressure and improve its financial structure through a capital increase of 2.85 billion yuan [2][4][3] - Hongda Co. plans to use the funds raised from the issuance to repay debts, including 423 million yuan in profit return and 223 million yuan in delayed performance payments, as well as short-term loans totaling 680 million yuan, resulting in a significant reduction in its high debt burden [3][4] - After the capital increase, Shudao Group's direct and indirect holdings in Hongda Co. will rise to 1.246 billion shares, increasing its ownership stake to 47.17% [2][4] Group 2 - Hongda Co. has experienced fluctuating profits in recent years, with a peak profit of only around 300 million yuan, indicating that the company is unlikely to resolve its debt issues solely through its own earnings [4][3] - The capital increase aims to optimize Hongda Co.'s capital structure and improve liquidity to enhance profitability, while also stabilizing Shudao Group's control over the company [4][3] Group 3 - Shudao Group, a large state-owned enterprise with total assets of 1.5 trillion yuan, has interests in various sectors, including energy and resources, which creates a competitive relationship with Hongda Co. in the mining and chemical sectors [5][4] - The Clear Peace Phosphate Mine, which is in direct competition with Hongda Co., has a production capacity of 1 million tons of phosphate rock per year and 200,000 tons of monoammonium phosphate, indicating significant overlap in their business operations [5][6] Group 4 - The total share capital of Hongda Co. will increase from 2.032 billion shares to 2.642 billion shares after the issuance, which may dilute earnings per share [8][7] - The company needs to inject larger and more profitable assets beyond just the Clear Peace Phosphate Mine to support its growth and profitability [8][7] Group 5 - The Dulong Copper Mine, considered one of the last undeveloped world-class copper mines in China, is expected to have an annual production capacity of 300,000 to 310,000 tons of copper, which could significantly enhance Hongda Co.'s profitability if developed successfully [9][11] - If the Dulong Copper Mine achieves a profit of 5 billion yuan, it could contribute over 1.6 billion yuan in investment income to Hongda Co., providing strong support for its earnings [11][10]

铜：本周 LME 铜价-0.27%到 9852.00 美元/吨，沪铜-0.24%到 7.97 万元/吨。供应端，据 SMM，本周进口铜精矿加工费 周度指数涨至-44.25 美元/吨。截至本周四，全国主流地区铜库存较周一增加 0.57 万吨至 13.18 万吨，较上周四增加 0.17 万吨。消费端，据 SMM，本周国内主要精铜杆企业周度开工率超预期降至 63.74%，环比下滑 10.27 个百分点，较 预期值低 9.74 个百分点，同比转负下滑 4.75 个百分点；本周铜线揽企业开工率降至 67.81%，环比下降 2.37 个百分 比，同比降 13.55 个百分比；本周漆包线行业开机率降至 79.53%，环比降 2.07%，超预期下滑。高铜价抑制下游订单， 叠加传统淡季需求疲软，市场表现低迷。 铝：本周 LME 铝价+0.01 %到 2597.50 美元/吨，沪铝+0.27%到 2.06 万元/吨。供应端，据 SMM，本周四国内主流消费 地电解铝锭库存 47.4 万吨，较本周一增加 0.6 万吨，环比上周四增加 1.1 万吨;国内主流消费地再生铝合金锭社会库 存 23232 吨，较上周四增加 2646 吨。成本 ...