2025年上半年，非金属矿采选业企业数（以下数据涉及的企业，均为规模以上工业企业，从2011年起， 规模以上工业企业起点标准由原来的年主营业务收入500万元提高到年主营业务收入2000万元）为4000 个，和上年同期相比，减少了39个，同比下降0.97%，占工业总企业的比重为0.77%。 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 上市公司：长江材料（001296），力量钻石（301071），索通发展（603612），石英股份（603688）， 坤彩科技（603826），龙高股份（605086），联瑞新材（688300），齐鲁华信（830832），秉扬科技 （836675），天马新材（838971），东方碳素（832175），宁新新材（839719） 相关报告：智研咨询发布的《2025-2031年中国非金属矿物制品行业市场竞争现状及未来趋势研判报 告》 数据来源：国家统计局，智研咨询整理 ...

Core Viewpoint - The market misperception of Jinshi Resources as merely a "fluorspar mining company" rather than a comprehensive "fluorochemical integrated leader" has led to a mismatch in valuation and industry sentiment [2][3] Group 1: Company Performance - As of August 6, 2025, Jinshi Resources (603505) closed at 15.93 yuan, up 0.63%, with a turnover rate of 1.1%, trading volume of 92,400 shares, and a transaction value of 146 million yuan [1] - On the same day, the main funds experienced a net outflow of 40.37 million yuan, accounting for 27.62% of the total transaction value [3] Group 2: Business Insights - The company's fluorochemical business contributed 44% to net profit in 2024, indicating a significant role in its overall performance [2] - Jinshi Resources is classified under non-metallic mineral mining according to the CSRC's industry classification guidelines, with its products primarily consisting of fluorspar and hydrogen fluoride, which are essential raw materials in the fluorochemical industry [2] Group 3: Project Development - The Mongolian project of Jinshi Resources is progressing steadily, with the main pre-treatment project nearly completed and additional infrastructure being developed to support production during winter [2]

Company Overview - Hubei Guanphosphorus Energy Co., Ltd. has been established with a registered capital of 5 million RMB [1] - The legal representative of the company is Hu Kui, and it is wholly owned by Leibo County Jinyuan Trading Co., Ltd. [1] Business Scope - The company's business activities include mineral selection (excluding rare earths, radioactive minerals, and tungsten), mineral washing and processing, sales of non-metallic minerals and products, sales of metallic ores, and sales of building materials [1] - Additional services include domestic and international freight forwarding, labor services (excluding labor dispatch), and ordinary cargo warehousing services [1] - The company is also involved in construction engineering contracting and mineral resource exploration (excluding rare earths, radioactive minerals, and tungsten) [1] Registration and Compliance - The company is registered in Yichang City, Hubei Province, with a business address at No. 16, Peace Avenue, Xiangxi Community, Xiangshan Town, Yichang City [1] - The business license is valid until August 5, 2025, with no fixed term thereafter [1] - The company operates under the supervision of the Yichang City Market Supervision Administration [1]

天眼查App显示，近日，邢台旭阳矿业有限公司成立，法定代表人为胡竹寅，注册资本1000万人民币， 旭阳集团有限公司、河北旭阳能源有限公司持股。 来源：金融界 经营范围含煤炭洗选；煤炭及制品销售；矿物洗选加工（除稀土、放射性矿产、钨）；金属矿石销售； 非金属矿及制品销售；非金属矿物制品制造；非金属废料和碎屑加工处理；非金属矿物材料成型机械制 造；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；矿山机械销售；工业工程设计 服务；安全咨询服务。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）许可项目：煤 炭开采；非煤矿山矿产资源开采（除稀土、放射性矿产、钨）；矿产资源勘查（除稀土、放射性矿产、 钨）；建设工程设计；建设工程施工（除核电站建设经营、民用机场建设）。（依法须经批准的项目， 经相关部门批准后方可开展经营活动，具体经营项目以相关部门批准文件或许可证件为准）（涉及国家 规定实施准入特别管理措施的除外） 企业名称邢台旭阳矿业有限公司法定代表人胡竹寅注册资本1000万人民币国标行业采矿业>非金属矿采 选业>土砂石开采地址河北省邢台旭阳经济开发区东升大街567号办公楼412室企业类型有限责任公 ...

Core Viewpoint - Recently, a new company named Shixing Zhenghua Mining Co., Ltd. was established with a registered capital of 10 million RMB, focusing on various mining and construction-related activities [1] Company Summary - Company Name: Shixing Zhenghua Mining Co., Ltd. [1] - Legal Representative: Li Jun [1] - Registered Capital: 10 million RMB [1] - Shareholders: - Shaorongjian Supply Chain Technology Management (Guangdong) Co., Ltd. - 49% [1] - Shenzhen Mingdai Industrial Co., Ltd. - 42% [1] - East China - 9% [1] - Business Scope: - Manufacturing of non-metallic mineral products - Processing of non-metallic waste and debris - Sales of non-metallic minerals and products - Sales of metal ores - Mineral washing and processing - Sales of metal materials - Sales of construction materials - Processing of construction stones - Sales of building decoration materials - Cleaning services for buildings - Installation services for indoor wooden doors and windows - Metal door and window engineering construction - Residential water and electricity installation and maintenance services - Earth and stone engineering construction - Landscaping engineering construction - Sports venue facilities engineering construction - Loading and unloading services [1] Industry Summary - Industry Classification: Mining Industry > Non-metallic Mining and Selection Industry > Sand and Stone Mining [1] - Business Address: 2nd Floor, Building 17, Yihua Business City, West Side of Train Station, Taiping Town, Shixing County [1] - Company Type: Other Limited Liability Company [1] - Business Duration: Until August 5, 2025, with no fixed term [1] - Registration Authority: Shixing County Market Supervision Administration [1]

Group 1 - The core viewpoint of the article highlights the recent performance and financial metrics of LeKai Film (乐凯胶片), indicating a decline in revenue and net profit for the first quarter of 2025 [1] - As of August 1, 2025, LeKai Film's stock price closed at 8.03 yuan, reflecting a 4.15% increase with a trading volume of 211,200 hands and a transaction amount of 168 million yuan [1] - The company experienced a net inflow of main funds amounting to 27.697 million yuan, accounting for 16.49% of the transaction amount, with significant contributions from large orders [1] Group 2 - For the first quarter of 2025, LeKai Film reported total operating revenue of 290 million yuan, a year-on-year decrease of 18.07%, and a net profit attributable to shareholders of 28.596 million yuan, down 45.42% year-on-year [1] - The company's liquidity ratios are strong, with a current ratio of 6.421 and a quick ratio of 5.437, while the debt-to-asset ratio stands at 12.38% [1] - LeKai Film has made investments in 37 companies and participated in 2,447 bidding projects, holding 27 trademarks and 303 patents, along with 10 administrative licenses [2]

《每日经济新闻》记者了解到，这是金岩高新在今年1月呈交的IPO申请文件失效后，时隔6个月再次递 表。与今年1月的申请文件相比，最新的IPO申请文件（以下简称申请文件）披露了金岩高新2024年全 年以及今年前5个月的财务数据，以及这两个报告期对应的业务情况。 公开资料显示，金岩高新于2022年11月22日在新三板挂牌，曾于2022年12月向安徽证监局提交了上市辅 导备案材料，但公司于2024年9月公告终止在北交所的上市辅导，转而于2025年1月向港交所递交了IPO 申请。 公司旗下有一座矿场 申请文件显示，金岩高新成立于2012年10月25日，注册资本2600万元。在中国专营煤系高岭土业务，具 备从采矿、研发、加工到生产、销售的全价值链整合能力。 金岩高新主要产品包括精铸用莫来石材料和耐火用莫来石材料，同时也销售生焦生粉，供客户进一步加 工使用。从公司披露的数据来看，金岩高新精铸用莫来石材料的营收占比，已经从2022年的96.8%下滑 至2025年前5个月的65%。同时，耐火用莫来石材料的营收占比从2022年的3.2%上升至2025年前5个月的 23.5%。 申请文件显示，金岩高新产品能满足多个行业的关键需求： ...

Core Viewpoint - Anhui Delixi Daily Glass Co., Ltd. plans to transfer its equity in Fengyang Derui Mining Co., Ltd., and an asset evaluation report has been prepared to assess the market value of the entire equity held by Fengyang Derui Mining Co., Ltd. as of April 30, 2025 [1][6]. Group 1: Evaluation Purpose and Scope - The purpose of the evaluation is to provide a value reference for the economic behavior of transferring equity in Fengyang Derui Mining Co., Ltd. [6][11]. - The evaluation object includes all equity held by Anhui Delixi Daily Glass Co., Ltd. in Fengyang Derui Mining Co., Ltd., and the evaluation scope covers all assets and related liabilities reported by Fengyang Derui Mining Co., Ltd. as of the evaluation benchmark date [6][12]. Group 2: Evaluation Method and Results - The evaluation method used is the asset-based approach, which assesses the market value of the equity based on the balance sheet as of the evaluation benchmark date [6][22]. - As of April 30, 2025, the book value of the equity of Fengyang Derui Mining Co., Ltd. is 168.15 million yuan, with the assessed value of the entire equity being 155.50 million yuan, indicating a reduction of 12.65 million yuan, or a decrease rate of 7.53% [6][10]. Group 3: Financial Overview - The financial data for Fengyang Derui Mining Co., Ltd. shows total assets of 168.15 million yuan, with current assets of 21.42 million yuan and non-current assets of 146.73 million yuan as of April 30, 2025 [13][10]. - The company has no significant liabilities, with total liabilities reported as 0.01 million yuan [10][13]. Group 4: Company Background - Anhui Delixi Daily Glass Co., Ltd. is a publicly listed company established on October 16, 2002, with a registered capital of 391.95 million yuan, primarily engaged in the manufacturing and sales of glass products [8][11]. - Fengyang Derui Mining Co., Ltd. was established on December 2, 2011, with a registered capital of 120 million yuan, focusing on the sales of non-metallic mineral products [9][11].

Core Viewpoint - The company has signed a mining rights transfer contract, expanding its mining operations and increasing production capacity significantly [1] Group 1: Mining Rights and Contract Details - The company's wholly-owned subsidiary, Zhongqi (Guangxi) Mining Co., Ltd., has obtained mining rights for the Lamalong quartzite mine in Luocheng County, Guangxi [1] - The mining area has been expanded from 3.02 square kilometers to 4.96 square kilometers [1] - The mining elevation has been adjusted from +850 meters to +300 meters to +940 meters to +300 meters [1] Group 2: Production Capacity and Resource Details - The annual production capacity has been increased from 200,000 tons to 400,000 tons [1] - The disposed quartzite mineral resources within the mining area amount to 7.486 million tons, while the undeveloped resources are 771,000 tons [1] Group 3: Financial Obligations - The company is required to pay the mining rights usage fee by July 1 each year during the validity period of the mining rights [1] - The company must also pay the mining rights transfer revenue on time and in full [1]

Meeting Information - The third extraordinary general meeting of shareholders will be held on August 1, 2025, at 14:30 [1] - The meeting will be conducted using a combination of on-site and online voting methods [1][2] - The location for the on-site meeting is the conference room on the 10th floor of the State-owned Assets Building, Longyan Avenue 260, Xinluo District, Longyan City, Fujian Province [1] Voting Procedures - Shareholders can vote through the Shanghai Stock Exchange's online voting system, with voting available from 9:15 to 15:00 on the day of the meeting [1][2] - Specific voting procedures for margin trading, transfer, and other related accounts must comply with relevant regulations [2] - Shareholders holding multiple accounts can aggregate their voting rights across all accounts [4] Attendance and Registration - Shareholders registered by the close of trading on July 28, 2025, are eligible to attend the meeting [5][6] - Registration for attendance must be completed by July 31, 2025, with specific documentation required [5][6] - The company will provide a reminder service for shareholders to facilitate attendance and voting [3][4] Other Considerations - The meeting will last half a day, and attendees are responsible for their own travel and accommodation expenses [7] - Attendees must arrive at least 30 minutes before the meeting starts and bring necessary identification and documentation [7] - Contact information for the company's securities department is provided for any inquiries [7]