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盛达资源最新股东户数环比下降6.52%
融资融券数据显示,该股最新(12月9日)两融余额为3.94亿元,其中,融资余额为3.92亿元,本期筹码 集中以来融资余额合计减少5631.39万元,降幅为12.57%。 盛达资源12月10日披露,截至11月30日公司股东户数为37841户,较上期(11月20日)减少2639户,环 比降幅为6.52%。 证券时报·数据宝统计,截至发稿,盛达资源收盘价为30.37元,上涨5.86%,本期筹码集中以来股价累 计上涨27.02%。具体到各交易日,9次上涨,5次下跌。 公司发布的三季报数据显示,前三季公司共实现营业收入16.52亿元,同比增长18.29%,实现净利润 3.23亿元,同比增长61.97%,基本每股收益为0.4676元,加权平均净资产收益率10.09%。(数据宝) (文章来源:证券时报网) ...
盛达资源拟5亿收购金石矿业60%股权 34%总股本质押
Zhong Guo Jing Ji Wang· 2025-12-09 06:50
中国经济网北京12月9日讯 盛达资源(000603.SZ)昨日晚间披露公告,公司拟以现金50,000.00万元收购代洪波、宋和明、梁正斌合计持有的伊春金石矿业 有限责任公司(以下简称"金石矿业"、"标的公司")60%股权。本次交易完成后,金石矿业将成为公司的控股子公司。 盛达资源表示,本次交易完成后,公司将成为金石矿业的控股股东,并将其纳入公司合并报表范围。本次交易不会对公司正常生产经营产生重大影响, 矿山建成投产后,会对公司未来财务状况和经营成果产生积极影响。 | | | | | | | | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 持股数量 | 持股 | 本次质押前 | 本次质押后 | 占其所 | 占公司 | | | 未质押股 | | | | | | 质押股份数 | 质押股份数 | 持股份 | 总股本 | 已质押股份 | 占己质 | 份限售和 | 占未质 | | 名称 | (股) | 比例 | | | | | 限售和冻结 | 押股份 | | 押股份 | ...
大中矿业:脑包沟金矿属于公司控股股东众兴集团有限公司的矿权
Mei Ri Jing Ji Xin Wen· 2025-12-09 04:05
(文章来源:每日经济新闻) 大中矿业(001203.SZ)12月9日在投资者互动平台表示,脑包沟金矿属于公司控股股东众兴集团有限公 司脑包沟金矿属于公司控股股东众兴集团有限公司的矿权的矿权。公司主要业务仍聚焦于目前拥有的铁 矿、锂矿等矿产资源的开发与运营。 每经AI快讯,有投资者在投资者互动平台提问:近日从前旗小佘太镇获悉,脑包沟金矿进入开采阶 段,该矿低品位铁矿储量大,极具开采价值,请问大中矿业是否可以开采脑包沟金矿? ...
盛达金属资源股份有限公司第十一届董事会第十三次会议决议公告
具体内容详见公司同日刊登在信息披露网站巨潮资讯网(www.cninfo.com.cn)和信息披露媒体《证券 时报》《中国证券报》《上海证券报》《证券日报》的《关于收购伊春金石矿业有限责任公司60%股权 的公告》(公告编号:2025-074)。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:000603 证券简称:盛达资源 公告编号:2025-073 盛达金属资源股份有限公司 第十一届董事会第十三次会议决议公告 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。 盛达金属资源股份有限公司(以下简称"公司")于2025年12月8日以通讯表决方式召开了第十一届董事 会第十三次会议,本次会议通知于2025年12月5日以邮件等方式发出。会议应参加董事9名,实际参加董 事9名。会议由董事长赵庆先生主持,本次会议的召集、召开和表决程序符合法律法规、规范性文件及 《盛达金属资源股份有限公司章程》的有关规定。会议经表决形成如下决议: 一、审议通过《关于收购伊春金石矿业有限责任公司60%股权的议案》 表决结果:同意9票,反对0票,弃权0票。 本议案在公司董事会审议前,已 ...
Contango Ore (NYSEAM:CTGO) M&A Announcement Transcript
2025-12-08 19:02
Summary of Contango Ore and Dolly Varden Silver Merger Conference Call Companies Involved - **Contango Ore (NYSEAM:CTGO)** - **Dolly Varden Silver** Core Points and Arguments 1. **Merger Announcement**: Contango Ore and Dolly Varden Silver announced their intention to merge, creating a combined company with a market capitalization of approximately $800 million USD or over CAD 1 billion [4][18][19]. 2. **Leadership Structure**: Post-merger, Rick Van Nieuwenhuyse from Contango will serve as CEO, Sean Khunkhun from Dolly Varden will be President, and Mike Clark will be CFO [18][47]. 3. **Asset Portfolio**: The merger will combine high-grade gold and silver projects in tier one jurisdictions, focusing on Alaska and the Golden Triangle in British Columbia [12][21][60]. 4. **Production Capacity**: Current production is approximately 60,000 ounces of gold per year from the Manh Choh mine, with plans to increase to 200,000 ounces through the development of Lucky Shot and Johnson Tract [41][52]. 5. **High-Grade Assets**: The combined portfolio includes high-grade projects with gold grades exceeding 10 grams per ton and silver grades over 300 grams per ton, which are expected to yield significant cash flow [12][22][56]. 6. **Direct Shipping Ore (DSO) Model**: The DSO model will be utilized to minimize capital expenditures and expedite production timelines, allowing for efficient transportation of high-grade ore to existing mills [24][58]. 7. **Geographic Synergy**: The merger capitalizes on geographic consistency, with both companies operating in the same mining districts, enhancing operational efficiencies and exploration potential [11][21]. 8. **Support from Shareholders**: Both companies have garnered significant support from their shareholders, with 22% signing voter support agreements for the merger [20][19]. 9. **Exploration Potential**: The combined company will have access to over 500,000 hectares of prime exploration land, with plans for extensive drilling programs to further define resources [15][31][69]. 10. **Financial Strength**: The merged entity will have over $100 million in cash and is expected to generate $100 million in free cash flow annually from the Manh Choh mine [44][71]. Other Important but Possibly Overlooked Content 1. **Historical Context**: Both CEOs have extensive backgrounds in mining and have successfully built companies in the sector, indicating a strong foundation for the new entity [6][9]. 2. **Community Relations**: Both companies emphasize strong relationships with local communities and indigenous partners, which is crucial for project development and permitting [62][63]. 3. **Market Dynamics**: The merger is positioned to take advantage of current market conditions where size and liquidity are increasingly important for attracting investment [36][37]. 4. **Future Plans**: The companies plan to conduct a new 43-101 compliant resource estimate, with expectations of significant increases in both silver and gold resources [62][69]. 5. **Environmental Considerations**: The DSO model is highlighted as a more environmentally friendly approach, reducing the need for extensive milling facilities and associated permits [58]. This summary encapsulates the key points discussed during the conference call regarding the merger between Contango Ore and Dolly Varden Silver, highlighting the strategic advantages and future potential of the combined entity.
宝地矿业:公司稳步推进智能化矿山建设
(编辑 丛可心 王雪儿) 证券日报网讯 12月8日,宝地矿业在互动平台回答投资者提问时表示,公司稳步推进智能化矿山建设, 完成安全管控平台建设,资源模型和测量三维模型的建模,公司智能运营指挥中心平台投入运行,实现 了对生产数据、生产现场的运营指挥,不断提升对矿山作业的实时、动态、智能化监测与管控能力。 ...
海南矿业:公司未直接或间接持有铜矿企业
Mei Ri Jing Ji Xin Wen· 2025-12-05 09:37
每经AI快讯,有投资者在投资者互动平台提问:请问贵公司有开发铜矿,或间接持有参股铜矿企业 吗?未来有没有计划收购铜矿企业? 海南矿业(601969.SH)12月5日在投资者互动平台表示,尊敬的投资者您好,公司石碌铁钴铜矿上层 主要为铁矿石、钴铜矿多分布在下层,铜金属资源量为53,755吨,储量为21,886吨。公司已于2024年启 动钴铜矿体开展资源开采的可行性研究和经济评估等工作,距离具备实际开采条件预计还需要2-3年时 间。公司未直接或间接持有铜矿企业,若后续有收购铜矿的重大计划,公司将依法履行信息披露义务。 感谢您的关注! (记者 曾健辉) ...
DPM Metals (OTCPK:DPML.F) 2025 Investor Day Transcript
2025-12-04 15:02
DPM Metals (OTCPK:DPML.F) 2025 Investor Day December 04, 2025 09:00 AM ET Company ParticipantsRoss Overall - Corporate Director of Technical ServicesMirco Nolte - VP of ProjectsIliya Garkov - COONikolay Hristov - SVP of Sustainable Business DevelopmentTsvetomir Velkov - VP of Technical ServicesStefan Metodiev - VP of ExplorationDavid Rae - President and CEOJennifer Cameron - Head of Investor RelationsConference Call ParticipantsNone - Analyst 5None - Analyst 6None - Analyst 2None - Analyst1 0None - Analyst ...
盛达资源(000603) - 000603盛达资源投资者关系管理信息20251204
2025-12-04 11:06
Financial Performance - The company's revenue for the first three quarters of 2025 was 16.52 billion CNY, representing a year-on-year growth of 18.29% [2] - The net profit attributable to shareholders for the same period was 3.23 billion CNY, with a year-on-year increase of 61.97% [2] - The growth in performance is attributed to the increase in metal prices [2] Production and Operations - The main product of the company is concentrate, with metal quantities needing to be calculated separately, typically disclosed in the annual report [2] - The expected production capacity of Honglin Mining after full production is 396,000 tons/year, with an average gold grade of 2.82 g/t and copper grade of 0.48% [4] - Honglin Mining is currently in the trial production phase, which will last until December 10, 2025 [4] Licensing and Compliance - The safety production license for Honglin Mining is expected to be obtained within 3-6 months after the trial production phase [3] - The company emphasizes the importance of safety production, with significant investments made annually to meet government safety requirements [8] Cost Management - The cost structure is influenced by multiple factors, including safety production requirements and the simplicity of the ore selection process, which helps control costs [8] - Jinshan Mining's technological improvements have primarily reduced the cost of ore selection while increasing the recovery rates of silver and gold [8] Future Growth Expectations - The company anticipates an increase in gold production following the official launch of Honglin Mining [9] - The Dongsheng Mining project, with a capacity of 250,000 tons/year, is under construction and expected to contribute to silver, lead, and zinc production growth [9] - Jinshan Mining's production capacity is projected to gradually increase to 480,000 tons/year, with plans to expand further based on resource availability [9] Shareholding Structure - The company holds a 62.96% stake in Yindu Mining, 100% in Guangda Mining, Jindu Mining, and Jinshan Mining, 54% in Deyun Mining, and 53% in Honglin Mining [10]
力拓因蒙古项目加速运营,上修2025年铜产量预估
Wen Hua Cai Jing· 2025-12-04 08:05
力拓称,从2024年到2030年,将把单位成本削减4%。 力拓表示,资本纪律、其商品价格的上涨以及铜产量的20%增长,有望在本个10年末帮助公司的盈利增 加多达一半。 力拓预计,2025年铝土矿产量将超过此前的5,900万至6,100万吨指导区间,铝产量将达到325万-345万吨 指导区间的高端。 以下为力拓最新的生产指导: 力拓预计,2025年合并铜产量将达86万至87.5万公吨之间,高于此前预测的78万至85万公吨。 该矿商还预计,2026年铜产量将在80万至87万公吨之间。 虽然力拓的利润主要来自于铁矿石,但该矿商正将其重点转向铜,目标到2030年实现铜年产量100万 吨。 力拓周四表示,因蒙古奥尤陶勒盖(Oyu Tolgoi)铜金矿项目运营加速,公司上调了2025年铜产量预 测。 铜价已达到纪录高位,并且预计在向绿色能源转型期间,铜需求将高企。 力拓表示,今年在奥尤陶勒盖铜矿的产量仍有望提高50%以上,2026年提高约15%。 | Production guidance | 2025 | 20267 | | --- | --- | --- | | | (including updates) | | | ...