证券代码：000688 证券简称：国城矿业 公告编号：2025-051 国城矿业股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 一、捐赠事项概述 乌拉特后旗地处巴彦淖尔市北部，荒漠、半荒漠化草原，面积大约2.1万平方 公里，约占全旗总面积的86%。受干旱少雨、风沙较大的气候条件影响，全旗生 态环境不断恶化，特别是西部大开发政策实施以来，随着工业经济的发展，人居 环境加剧恶化。为进一步推进全旗生态恢复建设，改善人居环境，促进地方发展， 经甲乙双方充分协商达成一致，乙方向甲方捐赠人居环境整治资金人民币195万 元。 上述协议经公司履行相应审议决策程序后签署并生效。 三、本次捐赠事项对公司的影响 本次东矿通过对外捐赠切实履行企业社会责任，为乌拉特后旗生态恢复建 设，改善人居环境贡献自身力量，有助于进一步提升公司社会形象和影响力。本 次捐赠资金来源为东矿自有资金，对公司当期及未来经营业绩不构成重大影响， 亦不存在损害公司及全体股东利益的情形。 四、备查文件 特此公告。 国城矿业股份有限公司董事会 为积极履行社会责任和促进当地发展，国城矿业股份有限公司（以 ...

资金流入比率方面，金徽股份、锡业股份、ST盛屯等流入比率居前，主力资金净流入率分别为 37.62%、15.00%、11.19%。（数据宝） 金属锌概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 000960 | 锡业股 份 | 5.95 | 4.85 | 18347.12 | 15.00 | | 600711 | ST盛屯 | 4.06 | 2.84 | 5979.69 | 11.19 | | 600961 | 株冶集 团 | 10.05 | 6.85 | 4936.49 | 8.67 | | 603132 | 金徽股 份 | 10.01 | 0.73 | 3426.46 | 37.62 | | 600338 | 西藏珠 峰 | 4.86 | 5.21 | 3105.09 | 5.94 | | 000603 | 盛达资 源 | 2.91 | 3.59 | 2984.22 | 8.22 | | 000426 ...

Core Viewpoint - Western Mining has made significant progress with its copper mining project, receiving approval for the Yulong Copper Mine Phase III project, which will increase production capacity from 1,989 million tons/year to 3,000 million tons/year with a total investment of 4.793 billion yuan [1][3]. Group 1: Project Development - The Yulong Copper Mine Phase III project will include the construction of a new 1,100 million tons/year concentrator and increase the hydrometallurgical capacity from 300,000 tons/year to 1,000,000 tons/year [3]. - The project is expected to yield 180,000 to 200,000 tons of copper metal annually, enhancing the company's overall copper production capacity and profitability [3]. Group 2: Financial Performance - The company's revenue is projected to exceed 50 billion yuan for the first time in 2024, with a 50.74% year-on-year increase in Q1 2025, reaching 16.542 billion yuan [2][6]. - The net profit attributable to shareholders for Q1 2025 was 808 million yuan, reflecting a 9.61% year-on-year growth [6]. - The company's operating cash flow net amount increased by 423.69% year-on-year, indicating strong cash generation capabilities [6]. Group 3: Resource and Production Capacity - Western Mining's total capacity for smelting copper, lead, and zinc is 750,000 tons/year, with lead and zinc production expected to reach 161,000 tons in 2024 [2][4]. - The company holds a total iron ore resource of 288 million tons, with iron concentrate production projected to be 1.3769 million tons in 2024 [4]. Group 4: Research and Development - The company has been increasing its R&D expenditures, which rose from 153 million yuan in 2020 to 621 million yuan in 2024, with a 58.04% increase in Q1 2025 [7].

消息面上，中国有色金属工业协会数据显示，1-5月规模以上有色金属工业增加值同比增长7.0%， 其中冶炼和压延加工业增长7.1%，行业固定资产投资增幅达19.9%。此外，五矿证券最新报告指出，战 略小金属因资源稀缺性及新能源等领域需求增长，市场热度持续提升。同期，稀土氧化物市场主流产品 价格上涨，分离企业和贸易商对后市普遍持乐观态度。 西部证券指出，工业金属价格近期维持震荡格局。铝价方面，LME铝价本周上涨2.34%，本月累计 涨幅达4.62%，沪铝价格同步走强；库存持续去化，LME和SHFE铝库存分别下降2.38%和5.02%。铜价 受宏观政策反复影响上行承压，但供给端趋紧态势未改，刚果（金）铜矿停产事件持续，冶炼加工费下 行或引发减产预期。锌价呈现小幅回升，LME锌价周涨0.86%，但库存压力仍存。整体来看，铝产业链 供应脆弱性凸显，铜中长期价格支撑较强，而工业金属需求端仍受国内经济波动及美国关税政策不确定 性影响。地缘政治因素对供应链的潜在冲击也需持续关注。 每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [2][20] Core Views - The report highlights that the company's production capacity is expected to continue to rise in 2024, with a significant improvement in profitability in Q1 2025 [3][4] - The company achieved a revenue of 42 billion yuan in 2024, a slight decrease of 0.91% year-on-year, while the net profit attributable to shareholders was 1.44 billion yuan, an increase of 2.55% year-on-year [4] - The report anticipates a revenue of 46.5 billion yuan for 2025, with projected production of 90,000 tons of tin, 125,000 tons of copper, and 131,600 tons of zinc [6][7] Summary by Sections Financial Performance - In 2024, the company reported a revenue of 42 billion yuan, with a net profit of 1.44 billion yuan, and a non-recurring net profit of 1.94 billion yuan, reflecting a 40.5% increase year-on-year [4] - For Q1 2025, the company achieved a revenue of 9.73 billion yuan, a 15.8% increase year-on-year, and a net profit of 500 million yuan, a 53.1% increase year-on-year [4][6] Production and Pricing - In 2024, the company produced 84,800 tons of tin, a 6% increase year-on-year, with an average tin price of 248,000 yuan per ton, up 16.9% year-on-year [5] - For Q1 2025, the tin production was 24,200 tons, an 8% increase year-on-year, with an average tin price of 260,800 yuan per ton, a 20% increase year-on-year [6] Profitability Forecast - The report projects net profits for 2025, 2026, and 2027 to be 2.23 billion yuan, 2.42 billion yuan, and 2.56 billion yuan respectively, with corresponding EPS of 1.35, 1.47, and 1.55 yuan [7]

智通财经6月25日电，西部矿业(601168.SH)公告称，公司控股子公司西藏玉龙铜业股份有限公司收到西 藏自治区发展和改革委员会出具的《关于西藏玉龙铜业股份有限公司玉龙铜矿三期工程项目核准的批 复》，核准玉龙铜矿三期工程项目，铜矿生产规模由1989万吨/年增加至3000万吨/年。项目总投资47.93 亿元，项目建设内容包括新建1100万吨/年选矿厂，湿法冶炼规模由30万吨/年增加至100万吨/年。随着 三期项目建成投产，预计生产规模将达到3000万吨/年，铜金属量将达到18-20万吨/年，公司整体矿产铜 规模进一步增加。但项目建设尚需取得其他有关部门的相关手续，且存在自然地理环境恶劣的风险，可 能存在项目建设不及预期的风险。 西部矿业：玉龙铜矿三期工程项目获核准批复 总投资47.93亿元 ...

Core Viewpoint - The company, Tibet Huayu Mining Co., Ltd., has responded to the regulatory inquiry regarding its 2024 annual report, addressing concerns about its financial practices, particularly related to interest expenses and related party transactions [1][2]. Financial Performance - As of the end of the reporting period, the company's cash balance was 298 million yuan, representing a year-on-year increase of 70.29% [2]. - The company had interest-bearing liabilities totaling 506 million yuan, with interest expenses of 69.28 million yuan, significantly exceeding interest income of 2.02 million yuan, indicating a high average interest rate of approximately 9% on liabilities compared to an average return of 1.2% on cash [2]. Related Party Transactions - The company has provided financial assistance to its subsidiary, Tal Aluminum Industry, involving a non-controlling shareholder, Tajik Aluminum Company, with a cumulative amount of 9.39 million yuan and a year-end balance of 10.41 million yuan [2]. - The company clarified the background of transactions with Tajik Aluminum Company, including the interest rate of 13% on a loan of 1.35 million USD for a one-year term, which was approved by the board of directors [4][5]. Compliance with Regulations - The company stated that the decision-making and disclosure processes for the financial assistance provided to Tajik Aluminum Company complied with the Shanghai Stock Exchange's regulations and internal governance rules [6][10]. - The loan amount of 1.36 million somoni in 2024 represented 0.3241% of the company's audited net assets, thus not requiring shareholder meeting approval [9][10]. Internal Control and Audit - The company maintained effective internal controls over financial reporting as of December 31, 2024, according to the internal control evaluation report and the audit report from the accounting firm [10].

6月24日，山东黄金股票收盘大跌2.13%，天眼查工商信息显示，山东黄金矿业股份有限公司成立于2000年，位于济南市，是一家以从事有色金属矿采选业 为主的企业。企业注册资本447342.9525万人民币，法定代表人为李航。 数据显示，华泰柏瑞基金旗下华泰柏瑞沪深300ETF为山东黄金前十大股东，今年一季度减持。今年以来收益率0.09%，同类排名2037(总3426)。 | 阶段涨幅 | 李度涨幅 年度涨幅 | | ■ 下载天天基金手机版,随时查 | | | | --- | --- | --- | --- | --- | --- | | | 近1周 | 近1月 | 近3月 | 近6月 | 今年来 | | 阶段涨幅 | 1.00% | 1.02% | -0.09% | -1.12% | 0.09% | | 目举平均等 | -0.85% | 0.6196 | -1.98% | 0.99% | 1.839 | | 沪深300 | 0.87% | 0.56% | -0.78% | -2.00% | -0.78% | | 跟踪标的? | 0.87% | 0.56% | -0.78% | -2.00% | -0.78% | ...

美银证券近期举办了人工智能资本支出论坛。与数据中心专家、上海金属网铜行业专家、紫金矿业 （601899）和安徽海螺水泥（600585）进行了交流。 中国人工智能资本支出超5000亿元，数据中心市场同比增长20% 数据中心专家预计，2025年中国人工智能资本支出将超过5000亿元。对于互联网数据中心(IDC)和人工 智能数据中心(AIDC)，机房建设成本分别占资本支出的30%和18%。柴油发电机、IT设备和冷却系统分 别占资本支出的15-18%、45%和20%。 他认为，在中国数据中心市场中，受人工智能数据中心(AIDC)的推动，市场规模同比增长20%，主要增 长区域为华东、内蒙古和华北地区，而互联网数据中心(IDC)的增长可能放缓。 海螺水泥：需求疲软；在人工智能模式上积极探索 海螺水泥4-5月产量为75万吨/日，同比下降8%，6月产量因雨季预计为70万吨/日。 海螺水泥预计，由于房地产市场疲软以及地方政府资金紧张导致基础设施项目延迟，2025年中国水泥需 求将同比下降5-7%。6月平均售价(ASP)降至255-260元/吨。 铜行业专家：供应紧张但2025年需求预计同比增长4% 专家认为，2025年中国铜需 ...

内蒙古兴业银锡矿业股份有限公司 关于召开 2024 年年度股东大会的提示性公告 证券代码：000426 证券简称：兴业银锡 公告编号：2025-52 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"）分别于2025年6月 报》及巨潮资讯网上刊登了《兴业银锡：关于召开2024年年度股东大会的通知》 （公告编号：2025-45）、《关于2024年年度股东大会增加临时提案暨股东大会 补充通知的公告》（公告编号：2025-50）。本次股东大会采取现场投票与网络 投票相结合的方式召开，现将本次股东大会的有关事宜提示如下： 一、召开会议的基本情况 公司于2025年6月9日召开的第十届董事会第十八次会议以9票同意，0票反对， 法规、部门规章、规范性文件和公司章程的规定，会议的召开合法、合规。 （1）现场会议时间：2025年6月30日（星期一）下午14:30； （2）互联网投票系统投票时间：开始时间2025年6月30日（现场股东大会召 开当日）上午9:15，结束时间为2025年6月30日（现场股东大会结束当日）下午 （3）交易系统 ...