格隆汇11月19日丨西藏珠峰(600338.SH)在投资者互动平台表示，阿根廷安赫莱斯项目目前仍处于建设 阶段，该项目先期1万吨设备已经运达现场。 ...

祁玉蓉（F03100031, Z0021060），联系电话：010-8229 5006 | 铅锌日评20251118：沪铅上方承压；沪锌或有回调 | | | --- | --- | | 2025/11/18 指标 单位 今值 变动 近期趋势 | | | SMM1#铅锭平均价格 元/吨 17,275.00 -0.86% | | | 沪铅期现价格 17,355.00 -0.80% 期货主力合约收盘价 元/吨 | | | 元/吨 -30.00 -20.00 沪铅连一-沪铅连二 铅 | | | -23.09 1.17 升贴水-LME 0-3 美元/吨 | | | 期货活跃合约成交量 手 74,591.00 99.73% | | | 价差 沪铅近月-沪铅连一 元/吨 -55.00 -5.00 | | | 成交持仓 期货活跃合约持仓量 手 74,585.00 94.15% | | | 沪铅连二-沪铅连三 元/吨 -25.00 -15.00 | | | 沪伦铅价比值 / | | | 成交持仓比 / 1.00 2.88% LME库存 吨 266,125.00 0.00% | | | 库存 | | | 沪铅仓单库存 吨 32, ...

（编辑 王江浩） 证券日报网讯 11月16日晚间，罗平锌电发布公告称，全资子公司普定县德荣矿业有限公司金坡铅锌矿 在停产后，于2025年9月26日取得新的《采矿许可证》，并于2025年11月3日取得新的《安全生产许可 证》。2025年11月15日，普定县应急管理局批复同意金坡铅锌矿恢复生产，并要求认真落实安全生产主 体责任，强化风险隐患排查治理和现场安全管理。 ...

Core Viewpoint - The company, Luoping Zinc & Electricity (002114.SZ), has announced the resumption of production at its wholly-owned subsidiary, Puding County Derong Mining Co., Ltd.'s Jinpo Lead-Zinc Mine, following approval from local authorities [1] Group 1 - The Puding County Emergency Management Bureau issued a notice on November 15, 2025, granting approval for the resumption of production at the Jinpo Lead-Zinc Mine [1] - The notice confirmed that the mine has obtained an extension for its safety production license and has developed a work plan for resuming operations, ensuring that all safety measures are in place [1] - The mine has met the necessary conditions to restart production [1]

Core Viewpoint - The announcement indicates that the Jinpo Lead-Zinc Mine operated by Puding County Derong Mining Co., Ltd. has received approval to resume production after meeting safety and regulatory requirements [1] Group 1: Production Resumption - The Puding County Emergency Management Bureau has approved the resumption of production at the Jinpo Lead-Zinc Mine, confirming that the mine has obtained an extension for its safety production license [1] - The mine has developed a work plan for resuming operations and has implemented necessary safety measures to meet the conditions for production resumption [1] Group 2: Safety Management - The approval emphasizes the importance of adhering to safety production responsibilities and enhancing risk identification and management on-site to ensure operational safety [1] - The Puding County Emergency Management Bureau has also communicated with the local police department regarding the supply of explosives needed for the mine's operations, indicating that all safety protocols have been followed [1]

Core Viewpoint - The announcement indicates that the company, Luoping Zinc & Electricity, has received approval to resume production at its Jinpo Lead-Zinc Mine, following the completion of necessary safety measures and the extension of its production permit [1] Group 1 - The emergency management bureau of Puding County issued a notice on November 15, granting permission for the resumption of production at the Jinpo Lead-Zinc Mine [1] - The mine has completed the extension of its safety production permit and developed a work plan for resuming operations [1] - The company has implemented various safety measures to meet the conditions required for resuming production [1]

罗平锌电公告，普定县应急管理局11月15日出具了《关于同意普定县德荣矿业有限公司金坡铅锌矿恢复 生产的批复》。通知称：金坡铅锌矿复产申请已收悉，经查，该矿山已办理安全生产许可证延期，制定 复工复产工作方案，落实各项安全措施，达到恢复生产条件，同意普定县德荣矿业有限公司金坡铅锌矿 恢复生产。 (本文来自第一财经) ...

Core Viewpoint - The company announced the resumption of production at its wholly-owned subsidiary, Puding County Derong Mining Co., Ltd., after obtaining necessary permits following a temporary shutdown due to the expiration of its mining license [1] Group 1: Licensing and Production Resumption - The Jinpo Lead-Zinc Mine was temporarily shut down due to the expiration of its mining license, which was set to expire on December 28, 2024 [1] - A new mining license was obtained on September 26, 2025, and a new safety production license was acquired on November 3, 2025 [1] - The Puding County Emergency Management Bureau approved the resumption of production on November 15, 2025, and requested the supply of explosives from the Public Security Bureau as per regulations [1]

Core Viewpoint - Chihong Zn & Ge Co., Ltd. has transformed from a small mining operation into a leading enterprise in the global lead-zinc smelting and comprehensive recycling industry, focusing on resource security and technological innovation to drive sustainable growth [2][3][4]. Group 1: Resource Management - The company emphasizes the importance of resource management, stating that resource security is a strategic priority, with a resource reserve system established across multiple provinces in China [3][4]. - Chihong Zn & Ge aims to ensure sustainable resource accumulation by integrating resource consolidation and technological upgrades, while also exploring external high-quality resources [3][4]. Group 2: Technological Innovation - The company is committed to technological innovation, focusing on four key areas: technological advancement, resource security, green low-carbon practices, and high-end transformation [4][5]. - Chihong Zn & Ge has implemented intelligent mining technologies, reducing the need for manual labor and enhancing operational efficiency through remote control and automation [5][6]. Group 3: Environmental Sustainability - The company is dedicated to breaking the traditional perception of mining as environmentally damaging, promoting a "green development" philosophy through innovative technologies that create a low-carbon, circular production system [7][8]. - Chihong Zn & Ge has established seven green mines and six green factories, achieving a 100% green mine completion rate, and its products have been recognized for their energy efficiency [7][8]. Group 4: Industry Leadership - The company has developed a new flotation process that significantly improves zinc recovery rates to 96.37%, setting a benchmark in the industry for efficiency and sustainability [8]. - Chihong Zn & Ge is on a path to becoming a world-class lead-zinc-germanium enterprise, driven by its commitment to green innovation and ecological protection [8].

Group 1 - The metal lead concept increased by 4.27%, ranking fourth among concept sectors, with 33 stocks rising, including Xingye Yinxin, Guocheng Mining, and Dazhong Mining hitting the daily limit [1] - Leading gainers in the metal lead sector included Huaxi Nonferrous, Shengda Resources, and Yuguang Gold Lead, which rose by 8.55%, 7.97%, and 7.54% respectively [1] - The sector saw a net inflow of 3.064 billion yuan from main funds, with 29 stocks receiving net inflows, and 11 stocks exceeding 100 million yuan in net inflow [2] Group 2 - The top net inflow stock was Zijin Mining, with a net inflow of 682 million yuan, followed by Shengtun Mining, Xingye Yinxin, and Hebang Biological, with net inflows of 610 million yuan, 563 million yuan, and 291 million yuan respectively [2] - In terms of net inflow ratios, Shengtun Mining, Jinhui Co., and Hebang Biological led with ratios of 20.05%, 17.15%, and 17.01% respectively [3] - The overall performance of the metal lead sector was strong, with significant contributions from various companies, indicating a positive market sentiment [2][3]