智通财经APP获悉，12月23日，洛阳盛龙矿业集团股份有限公司(简称：盛龙股份)深交所主板IPO通过上市委会议。保荐机构为国投证券，拟募资 15.3亿元。 招股书显示，盛龙股份是国内领先的大型钼业公司，致力于有色金属矿产资源的综合开发利用，报告期内主要从事重要战略资源钼相关产品的生 产、加工、销售业务，主要产品为钼精矿和钼铁。公司是支撑我国钼产业链安全稳定运行的基石，是国家战略性矿产资源生产供应的有力保障者、 是维护国家产业安全使命担当的积极践行者，公司 2024 年末保有钼金属量及 2024 年钼金属产量在国内占比均达到 9%以上，充分发挥原材料供给 的关键作用，积极改善钼资源供需的偏紧状况，有效促进钼产业链的持续向好发展。 公司深度融入国内钼产业链，公司下属龙宇钼业是河南省重点产业链 -钨钼钛镁产业链重点依托单位，在钼产业链重要环节拥有多项自主研发核心 技术，参与多个行业标准制定，采选回收率等多项核心指标位居行业前列，公司通过提升矿产资源开发效率、综合利用水平和培育发展矿业新质生 产力，积极推动钼产业链高质量发展。 盛龙股份的主营业务的生产能力突出，根据美国地质调查局（USGS）数据显示， 2024 年我 ...

Group 1: Mining Operations and Production Capacity - Yindu Mining's Baiyinda Silver Polymetallic Mine has a production scale of 900,000 tons/year, maintaining good profitability and cost control, with silver production costs being the lowest among the company's operating mines [2][3] - The average annual production of Yindu Mining is currently around 500,000 to 600,000 tons due to increased mining difficulty [2] - Jinshan Mining's production capacity is expected to gradually increase to 480,000 tons/year following the completion of technical upgrades [4] - Honglin Mining's Caiyuanzi Copper-Gold Mine has a licensed production scale of 396,000 tons/year, currently in trial production [6] Group 2: Resource Exploration and Future Plans - Yindu Mining is working on integrating mining rights with an additional exploration area of 1.43 square kilometers, aiming to obtain a new mining license [3] - The company plans to expand production capacity for both Guangda Mining and Jindu Mining, each currently at a licensed production scale of 300,000 tons/year and operating at full capacity [5] - The company is focusing on acquiring quality metal resources with a service life of over 15 years for future mergers and acquisitions [15] Group 3: Financial Performance and Dividend Policy - The total cash dividend for the last three accounting years (2022-2024) amounts to ¥120,436,535.55, representing 40.03% of the average annual net profit [11][12] - The company will consider various factors, including industry characteristics and operational models, when formulating future dividend policies [12] Group 4: Sales Strategy and Pricing - The company's sales channels primarily include smelters and metal processing enterprises, with pricing based on average market prices from Shanghai Gold Exchange and other platforms [10] - The pricing for silver and gold content in lead and zinc concentrates is determined based on assay results and agreed coefficients in contracts [10] Group 5: Capital Expenditure and Financing - The company has stable cash flow and plans to use its own funds for mining construction while also considering financing options from financial institutions [16] - There are intentions to finance through acquisition loans and project loans as needed [16] Group 6: Future Production Estimates - The expected silver production from Dongsheng Mining's Bayannur Silver Polymetallic Mine is projected to increase once the construction is completed [7][8] - The anticipated gold production will also rise following the official production commencement of Honglin Mining's Caiyuanzi Copper-Gold Mine [9]

Group 1 - Xinjiang Xinxin Mining (03833) saw a stock increase of over 5%, currently up 5.22% at HKD 2.62, with a trading volume of HKD 34.72 million [1] - The Indonesian Nickel Miners Association (APNI) reported that the government's nickel ore production target for the 2026 work plan and budget (RKAB) is approximately 250 million tons, a significant decrease of 34% from the 379 million tons set in the 2025 RKAB [1] - CITIC Futures believes that if the quota is implemented as planned, it will have a substantial impact on the nickel market balance for 2026, with expectations of oversupply significantly declining [1] Group 2 - Xinjiang Xinxin Mining fully owns four nickel-copper mines: Kalatongke, Huangshandong, Huangshan, and Xiangshan, as well as two vanadium mines: Xianghejie and Mujiahe, and the Karachar fluorite mine [1]

消息面上，近期报道指，据印尼镍矿商协会（APNI）表示，政府在2026年工作计划和预算（RKAB） 中提出的镍矿石产量目标约为2.5亿吨，较2025年RKAB设定的3.79亿吨大幅下降34%。中信期货认为， 若最终配额按此计划落地，则对镍端26年平衡有较大影响，过剩预期将明显下滑。据悉，新疆新鑫矿业 旗下全资拥有喀拉通克、黄山东、黄山和香山四座镍铜矿，拥有湘河街和穆家河两座钒矿，还有卡尔恰 尔萤石矿。 智通财经APP获悉，新疆新鑫矿业(03833)涨超5%，截至发稿，涨5.22%，报2.62港元，成交额3472.88万 港元。 ...

Group 1 - The core point of the article highlights that China's imports of tin ore and concentrates in November 2025 showed a year-on-year decrease of 0.67% but a month-on-month increase of 12.73% [1] - Imports from Myanmar significantly increased, with a total of 7,190.21 tons (approximately 1,636.05 metal tons), marking a year-on-year increase of 92.16% and a month-on-month increase of 89.94% [1] - The total imports from other countries, excluding Myanmar, amounted to 7,909.13 tons (approximately 3,941.99 metal tons), reflecting a year-on-year decrease of 17.29% and a month-on-month decrease of 3.58% [1] Group 2 - The cumulative imports of tin concentrates from January to November reached approximately 118,100 tons, with a year-on-year decrease of 1.88% [1] - The significant increase in tin ore imports from Myanmar indicates a gradual recovery in production resumption [1]

证券日报网讯12月22日，盛屯矿业（600711）在互动平台回答投资者提问时表示，公司始终高度关注海 外形势并做相应部署，关于出口配额的增长，公司会积极争取相关支持。公司将根据政策及市场环境的 变化及时调整经营策略，努力实现公司利益最大化。 ...

国城矿业公告称，公司此前审议通过2025年度不超11.9亿元的对外担保额度。近日，公司为全资子公司 东矿1亿元借款承担还款责任，为全资三级子公司金鹏矿业1000万元借款提供连带责任保证担保。鉴于 东矿剩余担保额度为0元，公司将国城钛业未使用的1亿元担保额度调剂至东矿，调剂后为东矿的担保额 度增至4.85亿元，为国城钛业的减至2.65亿元。截至公告披露日，公司及控股子公司实际对外担保余额 19.89亿元，占最近一期经审计净资产的66.50%，本次担保后比例将为70.18%。 ...

Core Viewpoint - The company, Zhongse Co., Ltd. (000758.SZ), announced the acquisition of approximately 99.9004% equity in Compañía Minera Raura S.A. from Breca Minería S.A.C. for $106 million, enhancing its mineral resource security and competitive edge in the lead-zinc industry [1]. Group 1 - Zhongse Singapore, a wholly-owned subsidiary of the company, signed a Share Purchase Agreement (SPA) with Breca Minería S.A.C. [1] - The acquisition price is based on the valuation of the target company as of July 31, 2025 [1]. - The main assets of the target company include the Raura zinc polymetallic mine located in Peru and a hydropower station that supplies electricity to the mine [1]. Group 2 - Upon completion of the acquisition, Zhongse Singapore will hold 99.9004% of the target company's equity [1]. - The successful implementation of this acquisition is expected to significantly enhance the company's mineral resource assurance capabilities [1]. - The normal operation of the Raura zinc polymetallic mine project is anticipated to have a positive impact on the company's future operating results [1].

转自：证券时报 人民财讯12月22日电，中色股份(000758)12月22日公告，全资子公司中色新加坡与Breca Minería S.A.C. （简称"Breca公司"）签署《股权买卖协议》，中色新加坡以1.06亿美元收购Breca公司及其关联人持有 的Compañía Minera Raura S.A.（简称"Raura公司"）普通股及投资股合计约99.9004%股权。Raura公司的 主要资产为位于秘鲁的Raura锌多金属矿和一座为矿山供电的水电站。 ...

中色股份公告称，公司第十届董事会审议通过相关议案，同意全资子公司中色新加坡以10,592.4416万美 元（约1.06亿美元），收购Breca公司及其关联人持有的Raura公司普通股及投资股合计约99.9004%股 权，收购价参照Raura公司截至2025年7月31日的估值结果确认。Raura公司主要资产为秘鲁的锌多金属 矿和一座水电站，收购完成后，中色新加坡将持有其99.9004%股权。 ...