此次入选省级青年人才计划，是对金川集团科研团队技术创新能力的充分肯定，也彰显了研发中心在推 进绿色矿业建设、服务区域生态文明建设方面的责任担当。金川集团研发中心将依托省级专项资助，严 格按照项目任务目标，稳步推进技术研究，力争形成具有自主知识产权的核心技术成果，为推动矿业绿 色转型和区域生态高质量发展贡献金川智慧。（金川集团新闻中心全媒体记者 张涛） 近日，2026年甘肃省省级人才项目名单公布，金川集团研发中心采矿工程研究所申报的"铜尾矿烧结充 填及生态修复关键技术研究"项目入选，充分体现了研发中心在矿产固废资源化利用领域持续开展技术 攻关、培育青年科技人才所取得的积极成效。 近日，2026年甘肃省省级人才项目名单公布，金川集团研发中心采矿工程研究所申报的"铜尾矿烧结充 填及生态修复关键技术研究"项目入选，充分体现了研发中心在矿产固废资源化利用领域持续开展技术 攻关、培育青年科技人才所取得的积极成效。 铜尾矿作为矿产开发过程中产生的主要固废，其安全处置与资源化利用是矿业绿色低碳转型的关键问 题。项目紧密围绕矿山固废减量化、资源化和生态化利用需求，聚焦铜尾矿烧结充填及生态修复关键技 术研发，在工艺集成、工程适应 ...

第一量子哈萨克是第一量子全资子公司，注册地在英国，成立于2023年，其作为持股平台，直接持有第 一量子勘探哈萨克斯坦有限责任公司99%的股份，后者是第一量子成立于哈萨克斯坦阿拉木图的当地公 司，在哈萨克斯坦经营勘探业务。 江西铜业（600362）股份(00358)发布公告，公司全资子公司江西铜业(香港)投资有限公司(江铜香港投 资)在香港设立的全资子公司江铜风险勘探管理有限公司(江铜风勘)于北京时间2026年1月14日与First Quantum Minerals Limited(第一量子)全资子公司FQM Kazakhstan Limited(第一量子哈萨克)签署《投资选 择权契约》。 同时，江铜风勘已于北京时间2026年1月14日与第一量子哈萨克签署《投资选择权契约》。协议相关内 容如下：第一量子全球勘探团队将对Lakeside项目勘探工作提供技术监督。自江铜风勘成为Lakeside股 东之日起三年内，第一量子哈萨克对江铜风勘AIFC全资子公司的51%股权有投资选择权。 江铜风勘是江铜香港投资的全资子公司，注册地在香港，成立于2018年，经营范围为金融活动，是用于 服务公司战略，进行海外风险勘探和投资的平 ...

同时，江铜风勘已于北京时间2026年1月十4日与第一量子哈萨克签署《投资选择权契约》，协议相关内 容如下：1.第一量子全球勘探团队将对Lakeside项目勘探工作提供技术监督。2.自江铜风勘成为Lakeside 股东日起三年内，第一量子哈萨克对江铜风勘AIFC全资子公司的51%股权有投资选择权。 江铜风勘已于北京时间2025年12月17日与Lakeside签署协议，拟率先投资650万美元获取Lakeside14.9% 股权及相关债权。Lakeside拥有位于哈萨克斯坦的巴尔喀什湖北部地区14个矿权。协议签署后，江铜风 勘将先行受让权益，后于哈萨克斯坦阿斯塔纳国际金融中心("AIFC")设立一家全资子公司，最终将该权 益转让至该子公司。 格隆汇1月15日丨江西铜业股份(00358.HK)公告，公司全资子公司江西铜业(香港)投资有限公司("江铜香 港投资")在香港设立的全资子公司江铜风险勘探管理有限公司("江铜风勘")于北京时间2026年1月14日与 First Quantum Minerals Limited("第一量子")全资子公司FQM Kazakhstan Limited("第一量子哈萨克")签署 《投资 ...

Core Viewpoint - Luoyang Molybdenum Co., Ltd. (603993.SH, 03993.HK) is expected to achieve a net profit of 20 billion to 20.8 billion yuan in 2025, marking the first time the company's annual profit exceeds 20 billion yuan, with a year-on-year increase of 47.80% to 53.71% [1] Financial Performance - The company anticipates a net profit attributable to shareholders of 20 billion to 20.8 billion yuan, an increase of 6.468 billion to 7.268 billion yuan year-on-year [1] - The non-recurring net profit is projected to be 20.4 billion to 21.2 billion yuan, reflecting a year-on-year increase of 7.281 billion to 8.081 billion yuan [1] - The growth rates for the non-recurring net profit are expected to be between 55.5% and 61.6% [1] Production Guidance - For 2026, Luoyang Molybdenum has provided production guidance of 760,000 to 820,000 tons of copper, 100,000 to 120,000 tons of cobalt, 11,500 to 14,500 tons of molybdenum, 6,500 to 7,500 tons of tungsten, 10,000 to 11,000 tons of niobium, 1.05 million to 1.25 million tons of phosphate fertilizer, and 6 to 8 tons of gold [1] - The company expects a physical trade volume of 4 million to 4.5 million tons [1] Project Development - Luoyang Molybdenum is actively advancing the construction of the KFM Phase II project in the Democratic Republic of the Congo, which is expected to add an annual copper production capacity of 100,000 tons upon its completion in 2027 [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內 容 概 不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不對因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的 任 何 損 失 承 擔 任 何 責 任。 自願性公告 關於本公司全資子公司 與第一量子全資子公司簽 署 合作契約 江 西 銅 業 股 份 有 限 公 司（「本公司」）及 董 事（「董 事」）會（「董事會」）全 體 成 員 保 證 本 公 告 內 容 的 真 實、準 確 和 完 整，對 本 公 告 的 虛 假 記 載、誤 導 性 陳 述 或 者 重 大 遺 漏 負 連 帶 責 任。 本公司謹此宣佈，本 公 司 全 資 子 公 司 江西銅業（香 港）投資有限公司（「江 銅香港投資」）在香港設立的全資子公司 江銅風險勘探管理有限公司 （「江銅風勘」）於 北 京 時 間 二 零 二 六 年 一 月 十 四 日 與First Quantum Minerals Limited（「第一量子」）全 資 子 公 司FQM Kazakhstan Limited（「第一量子哈薩克」） 簽 署《投資選 ...

Core Viewpoint - Luoyang Molybdenum Co., Ltd. (LM) expects significant growth in its 2025 financial performance, driven by increased production and effective cost management [1] Group 1: 2025 Performance Expectations - The company anticipates a net profit attributable to shareholders of between 20 billion to 20.8 billion yuan, representing a year-on-year increase of 47.80% to 53.71% [1] - The expected net profit excluding non-recurring items is projected to be between 20.4 billion to 21.2 billion yuan, reflecting a growth of 55.5% to 61.6% year-on-year [1] - Production of copper is expected to reach 741,149 tons in 2025, exceeding the initial guidance by 18% [1] Group 2: Production Achievements - The company has surpassed its production targets for all major products in 2025, including cobalt (117,549 tons, 107% of target), molybdenum (13,906 tons, 103% of target), tungsten (7,114 tons, 102% of target), and niobium (10,348 tons, 103% of target) [1] - Phosphate fertilizer production is projected at 1.21 million tons, achieving 105% of the target, while the physical trade volume reached 4.774 million tons, completing 112% of the target [1] Group 3: 2026 Production Guidance - For 2026, the company has set production guidance for copper at 760,000 to 820,000 tons, cobalt at 100,000 to 120,000 tons, and molybdenum at 11,500 to 14,500 tons [2] - The company is actively advancing the KFM Phase II construction, which is expected to add 100,000 tons of copper production annually starting in 2027 [2] - Plans for the TFM Phase III project are underway, aiming to achieve a copper production target of 1 million tons by 2028 [2]

（文章来源：证券日报） 证券日报网讯 1月15日，华钰矿业发布公告称，公司第五届董事会第十次会议审议通过《关于公司拟向 光大银行拉萨分行贷款的议案》。 ...

Group 1: Copper Mining Operations - The copper phase II project is currently in the capacity ramp-up stage, with a designed capacity of 11 million tons per year, expected to reach this standard by the end of the year [2] - The first phase of the copper mine is nearing closure, leading to a reliance on phase II for copper product supply [2] - The annual designed capacity for copper smelting is approximately 80,000 tons [2] - The sixth crusher for phase II is progressing normally and is expected to be operational by Q3 next year [2] Group 2: Financial Performance and Challenges - The low gross margin for copper products is primarily due to the underachievement of phase II production, resulting in high fixed costs per unit [3] - As production from phase II increases, the fixed cost per unit will decrease, leading to an improvement in gross margin to industry standards [3] Group 3: Iron Ore and Processing - The current stockpile of magnetite is approximately 110 million tons, with an average grade declining from an initial 58% [3] - The company plans to upgrade processing techniques to achieve a 65% grade iron ore with an annual output target of 6 million tons, enhancing market competitiveness [3] - Although costs per ton may slightly increase, the overall economic benefit is expected to improve due to a price difference of approximately $13 per ton between 62% and 65% grade [3] Group 4: Safety and Environmental Measures - The company prioritizes safety in production, implementing a weather warning system to mitigate risks from excessive rainfall [3] Group 5: Investor Relations and Dividends - The company emphasizes sustainable development in its dividend policy, aiming to balance profitability, cash flow, and investment needs to ensure stable returns for investors [3]

Core Viewpoint - Luoyang Molybdenum Co., Ltd. plans to invest up to RMB 20 billion in high-security, liquid financial products using idle funds, with the investment period from the approval of the 2025 annual shareholders' meeting to the 2026 annual shareholders' meeting [1] Group 1 - The company and its wholly-owned and controlling subsidiaries will selectively and gradually purchase financial products [1] - The investment balance will not exceed RMB 20 billion or its equivalent in foreign currency [1] - The validity period for the investment limit is from the approval date of the 2025 annual shareholders' meeting until the 2026 annual shareholders' meeting [1]

Group 1 - Zijin Mining Group Co., Ltd. signed a project cooperation and equity transfer agreement with Jinduicheng Molybdenum Co., Ltd. on January 15, 2026 [1] - The agreement is based on a framework established in a letter of intent signed on August 29, 2025, regarding the integrated development and deep processing of the Shapinggou Molybdenum Mine in Jinzhai County, Anhui Province [1] - Jinduicheng Molybdenum Co., Ltd. and Anhui Jinsan Molybdenum Co., Ltd. will jointly invest to establish a smelting company in the county where Jinsan Molybdenum holds 100% equity of the Shapinggou Mine [1] Group 2 - The registered capital, investment scale, and production capacity of the smelting company will align with the development scale of the Shapinggou Mine to ensure stable synergy [1] - Jinduicheng Molybdenum Co., Ltd. and Jinsan Molybdenum will hold 51% and 49% equity in the smelting company, respectively, with Jinduicheng Molybdenum leading its construction and operation [1] - Zijin Mining agreed to transfer 24% equity of Jinsan Molybdenum to Jinduicheng Molybdenum for a consideration of RMB 173,087 million, resulting in Zijin Mining holding 60% and Jinduicheng Molybdenum holding 34% of Jinsan Molybdenum after the transfer [1]