深圳商报·读创客户端记者 穆砚 5月6日，紫金矿业全资子公司紫金国际控股收到中国证券登记结算有限责任公司出具的《证券过户登记 确认书》，确认西藏藏格创业投资集团有限公司(以下简称"藏格创投")、四川省永鸿实业有限公司、肖 永明、林吉芳、宁波梅山保税港区新沙鸿运投资管理有限公司(以下简称"新沙鸿运")合计持有的藏格矿 业392,249,869股股份已于2025年4月30日全部过户登记至紫金国际控股名下。 公司第九届董事会非独立董事肖宁先生、钱正先生、朱建红女士、方丽女士、张萍女士，独立董事王作 全先生，在公司新一届董事会产生后不再担任公司董事职务。 这也意味着紫金系人马掌握了藏格矿业的董事会。 5月6日晚间，紫金矿业（601899）集团股份有限公司（以下简称"紫金矿业"或"公司"）发布关于完成藏 格矿业（000408）股份有限公司控制权收购的公告。公告称，公司全资子公司紫金国际控股(以下简 称"紫金国际控股")于2025年4月30日完成对藏格矿业股份有限公司（以下简称"藏格矿业"）的控制权收 购，合计持有藏格矿业4.11亿股股份，占其总股本26.18%。藏格创投、新沙鸿运已承诺不谋求控制权及 放弃部分表决权。 ...

国企改革步入纵深阶段，法律层面的难题逐渐成为横亘在改革道路上的"绊脚石"。如何破局，让"绊脚 石"成为改革"垫脚石"，成为制胜关键。 在重庆国企改革战场上，上海中联（重庆）律师事务所（以下简称中联重庆）凭借专业法律智慧，运 用"专业工具箱"里的案例数据库、风险预警系统，为国企改革注入强劲法治动能。 重庆市渝矿实业有限责任公司在与重庆市源庆矿业开发有限责任公司（以下简称：源庆矿业公司）合并 前，就曾遇到了特殊的难题。 源庆矿业公司代持着某地质队在某破产企业债权人合伙企业的合伙份额，计划将份额无偿划转给地质队。 根据法律规定及合伙协议约定："普通合伙人经投委会审议通过，并经有表决权占合伙企业三分之二以上 的合伙人表决通过，可以转让全部合伙企业份额，否则可能无法完成工商变更。" 特别是针对矿产企业的跨国关停、资产重组、矿产合规等难题，中联重庆办公室高级合伙人牛子文带领团 队，从法律专业角度，提供专业知识，以高度的政治责任感和使命感，以向"新"而行，以"质"致远为目 标，为国有矿业企业改革保驾护航。 但合伙企业合伙人数量众多，且份额排名靠前的合伙人涉及多家银行，如同盘根错节的树根，协调起来难 度大、耗时长。中联重庆团 ...

Group 1: Nuclear Power Industry - The State Council approved the construction of 10 nuclear power units, indicating a positive long-term growth outlook for the nuclear power sector in China [2][4][6] - From 2022 to 2025, China has consistently approved at least 10 nuclear power units annually, with a total of 44 units under construction as of April 2025, representing a significant increase in installed capacity [3][4] - Nuclear power is recognized as a clean and stable baseload energy source, with high utilization hours and relatively stable electricity prices, which are expected to drive revenue and profit growth for related companies [4][5][6] Group 2: ASEAN Economic Cooperation - The visit of President Xi Jinping to ASEAN countries marks a significant moment for deepening cooperation in trade, investment, and industry, contributing positively to regional and global economic development [8][9] - China and ASEAN are focusing on high-end manufacturing, mineral resource development, infrastructure cooperation, and agricultural consumption, aiming for mutual benefits and deeper integration of industrial chains [10][9] - The cooperation framework includes enhancing policy coordination, leveraging complementary advantages in technology and market, and improving trade and investment facilitation to stimulate regional growth [10][9] Group 3: Precious Metals Market - Recent signals from the U.S. government regarding easing trade tensions with China have led to a temporary decline in gold prices, but medium-term prospects for gold prices remain bullish due to ongoing geopolitical risks and potential economic downturns in the U.S. [13][15] - Global gold ETF holdings and central bank purchases, particularly from emerging markets, indicate significant room for further accumulation of gold, supporting price increases [15][13] - The copper and aluminum sectors are expected to rebound due to favorable macroeconomic policies and a shift in market sentiment following the easing of trade tensions [15][16] Group 4: Agricultural Sector - He Feng Co. - He Feng Co. reported a significant turnaround in profitability for 2024, with a net profit of 3.42 billion yuan, compared to a loss in the previous year, driven by cost reduction and efficiency improvements [18][19] - The company’s feed business faced challenges with a decline in sales volume and price, but the meat and poultry segments showed resilience and growth potential [19][20] - The company plans to achieve over 10% growth in feed sales in 2025, focusing on strategic transformations across product, channel, and management aspects [19][22] Group 5: Medical Devices - Yuyue Medical - Yuyue Medical's revenue for 2024 decreased by 5.09%, but the company is focusing on strategic investments to accelerate international expansion, particularly in the blood glucose management sector [24][25] - The Continuous Glucose Monitoring (CGM) technology is identified as a key growth driver, with new products expected to significantly increase market penetration [27][29] - The company has made a strategic investment in Inogen to enhance its presence in the U.S. and European markets, indicating a commitment to long-term growth and shareholder returns [28][29]

Core Points - The recent memorandum signed between Ukraine and the United States regarding mineral resources has raised significant global interest, indicating a procedural step in mineral cooperation, but it does not address Ukraine's urgent need for peace [2][3] - The memorandum may allow U.S. companies to dominate the development of strategic minerals in Ukraine, which has led to accusations of resource exploitation and economic coercion [3][5] - Concerns have been expressed regarding the potential for this agreement to deepen Ukraine's economic vulnerabilities, especially in the context of ongoing conflict and financial strain [6] Group 1: Agreement Details - The memorandum establishes a framework for cooperation and expresses the intent to finalize an agreement, pending parliamentary approval from both countries [2] - The U.S. Treasury Secretary indicated that the final terms may resemble a controversial draft from 2024, which granted U.S. companies priority in mining operations [3] - The agreement lacks clarity on key aspects such as funding, profit distribution, and security guarantees, leading to skepticism about its implications [3][4] Group 2: Domestic and International Reactions - Ukrainian officials have voiced concerns that the agreement could be perceived as opportunistic, taking advantage of Ukraine's vulnerable situation [3][4] - The geopolitical implications are significant, as Ukraine holds 10% of Europe's lithium reserves and other critical resources, which could lead to tensions between the U.S. and European nations over resource distribution [5] - The focus on mineral agreements may detract from the essential goal of achieving lasting peace in Ukraine, as economic interests could overshadow the need for genuine conflict resolution [5][6]

Group 1: Company Overview and Goals - Tibet Mining focuses on the development of lithium and chromium resources, establishing the Zabuye Phase II project as a benchmark for mineral resource development in the Qinghai-Tibet Plateau [3][69] - The company aims to become a leader in the green and sustainable development of mineral resources in the Qinghai-Tibet Plateau [72] - The production targets for 2025 include 100,000 tons of chromium ore, 5,000 tons of lithium concentrate, 7,000 tons of lithium carbonate, and 93,000 tons of potassium chloride [7][8] Group 2: Project Progress and Challenges - The Zabuye Phase II project is located in a high-altitude, low-oxygen area and is the first integrated lithium extraction project in the region [3][5] - As of the end of 2023, the project progress is at 90%, with a target of 95% completion by the end of 2024 [5][18] - The project has faced delays, with only 5% progress made in the past year, raising concerns about the timeline for completion [3][18] Group 3: Financial Performance and Market Conditions - The company reported a basic earnings per share of 0.21 yuan for 2024, with a cash dividend distribution of 0.5 yuan per 10 shares [70][71] - The direct cost of lithium carbonate from Zabuye Phase II is over 40,000 yuan per ton, while the comprehensive cost is below 5,000 yuan, approaching zero cost [10][31] - The company has consistently been profitable, despite stock price declines attributed to various market factors [6][20] Group 4: Investor Relations and Market Strategy - The company emphasizes the importance of investor relations management and plans to enhance communication with investors [64] - There are currently no plans for stock buybacks, and the company is focused on improving investor confidence through operational performance [6][34] - The company is closely monitoring the lithium market and adjusting strategies to mitigate risks associated with price fluctuations [19][66]

Core Insights - Zijin Mining has won a significant bid for mineral exploration in Saudi Arabia, marking a major breakthrough for Chinese mining companies in the region [1][7] - The Jabal Sayid mineral belt, where the exploration will take place, has a rich history of gold production, exceeding 2 million ounces [3][9] - The Saudi government's Vision 2030 emphasizes the mining sector as a key component for economic diversification away from oil dependency [13][17] Group 1: Zijin Mining's Bid - Zijin Mining, in partnership with Saudi Ajlan Brothers Mining Company, won the bid for the JABAL SAYID – 2 block, covering 1,061 square kilometers, with a commitment of 116 million RMB (approximately 60 million Saudi Riyals) for exploration [1][9] - This marks Zijin Mining's first participation in overseas greenfield exploration project bidding, indicating a strategic move towards international expansion [1][7] Group 2: Saudi Mining Potential - Saudi Arabia's untapped mineral reserves have increased in estimated value from $1.3 trillion in 2016 to $2.5 trillion, a 90% increase [17] - The Saudi government has launched a $182 million incentive program for mineral exploration and plans to issue over 30 mining exploration licenses to international investors this year [17][18] Group 3: International Participation - The Saudi mining sector is attracting global attention, with various international companies investing in projects such as copper facilities and rare earth element processing plants [22][23] - Notable investments include Vedanta's plan to build a copper facility with a total investment of 7.5 billion Riyals and Hastings Technology Metals' phased investment of 5.6 to 7.2 billion Riyals for a rare earth processing plant [23]

海南矿业: 海南矿业股份有限公司董事会战略与可 持续发展委员会工作细则 海南矿业股份有限公司 董事会战略与可持续发展委员会工作细则 （2025 年 3 月重新制定） 第一章 总 则 第二章 人员组成 第三条 委员会成员由五名董事组成，其中至少包括一名独立董事。 第三章 职责权限 -1- 第六条 委员会的主要职责权限： 第一条 为保持海南矿业股份有限公司（以下简称"公司"）的可持续发展，增 强公司的核心竞争力，确定公司的发展战略，健全投资决策程序，加强 决策科学性，提高重大投资决策的效益和决策的质量，完善公司治理结 构，提升公司环境、社会和公司治理绩效，增强公司的可持续发展能力， 根据《中华人民共和国公司法》《上市公司治理准则》《上海证券交易 所上市公司自律监管指引第 1 号——规范运作》《上海证券交易所上市 公司自律监管指引第 14 号——可持续发展报告（试行）》及《海南矿 业股份有限公司章程》（以下简称"公司章程"）和《海南矿业股份有 限公司董事会议事规则》的规定，公司设立董事会战略与可持续发展委 员会（以下简称"委员会"），并制定本工作细则。 第二条 委员会是董事会按照相应法律法规和公司章程设立的专业工作 ...