登录新浪财经APP 搜索【信披】查看更多考评等级 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。 特别提示：盛达金属资源股份有限公司（以下简称"公司"）已审批的为合并报表范围内子公司（以下简 称"子公司"）提供担保、子公司之间互相提供担保、子公司为公司提供担保额度合计超过公司最近一期 经审计净资产的100%，其中有对资产负债率超过70%的子公司提供担保，公司及子公司未对合并报表 范围外单位提供担保。 一、担保情况概述 公司分别于2025年4月28日、2025年5月20日召开第十一届董事会第八次会议、2024年度股东大会，审议 通过了《关于公司及子公司2025年度担保额度预计的议案》，同意公司为子公司提供担保、子公司之间 互相提供担保、子公司为公司提供担保额度合计不超过人民币60亿元。担保范围包括但不限于流动资金 贷款、项目贷款、并购贷款、银行委托贷款、融资租赁、银行承兑汇票、保函、保理、开立信用证、票 据贴现、资产证券化等融资业务，担保方式包括一般保证、连带责任保证、抵押、质押等，担保额度有 效期限自公司2024年度股东大会审议通过之日起至2025年度股东大会 ...

Production Capacity and Plans - Jinshan Mining's production capacity is expected to gradually increase to 480,000 tons/year by 2026, with an average silver grade of 211.98 g/t in the mining license area [1] - Dongsheng Mining aims to complete its construction by 2026, with a production scale of 250,000 tons/year and an average silver grade of 284.90 g/t [2] - Honglin Mining's production scale is 396,000 tons/year, currently in trial production from September 10 to December 10, 2025 [5] Resource and Cost Information - Yindu Mining holds a total resource of 5.442 million tons with 1,182.5 tons of silver at an average grade of 239.28 g/t [4] - Honglin Mining's ore is easy to process, leading to better cost control despite high safety production investments [7] - Yindu Mining is integrating mining rights and conducting exploration to ensure sustainable development [3] Mergers and Acquisitions Strategy - The company plans to focus on acquiring quality metal resources, targeting mines with a service life of over 15 years and ensuring they have mining licenses [9] Production Status - Both Guangda Mining and Jindu Mining are currently operating at full production capacity of 300,000 tons/year [10]

Group 1 - Yunnan Tin Company experienced a 5.07% decline in stock price, reaching 22.85 CNY per share, with a trading volume of 255 million CNY and a turnover rate of 0.67%, resulting in a total market capitalization of 37.607 billion CNY [1] - The company, established on November 22, 1998, and listed on February 21, 2000, specializes in the exploration, mining, beneficiation, and smelting of metals such as tin, zinc, copper, and indium [1] - The main revenue composition includes tin ingots (43.61%), supply chain business (20.31%), and copper products (18.04%), with detailed breakdowns of supply chain business and other products [1] Group 2 - According to data, one fund from the Fortune Fund family holds a significant position in Yunnan Tin Company, with the Fortune Cycle Advantage Mixed A Fund (005760) holding 1.4055 million shares, accounting for 3.11% of the fund's net value, ranking as the sixth-largest holding [2] - The fund has reported a floating loss of approximately 1.7147 million CNY today [2] - The Fortune Cycle Advantage Mixed A Fund was established on July 10, 2018, with a current scale of 935 million CNY, achieving a year-to-date return of 25.05% and a one-year return of 23.26% [2]

Core Insights - Shengda Resources experienced a 5.09% increase in stock price, reaching 24.35 CNY per share, with a trading volume of 471 million CNY and a turnover rate of 2.96%, resulting in a total market capitalization of 16.801 billion CNY [1] Company Overview - Shengda Metal Resources Co., Ltd. is located at 158 Nanfangzhuang, Fengtai District, Beijing, established on June 22, 1995, and listed on August 23, 1996 [1] - The company's main business includes the production and sales of silver-lead concentrate and zinc concentrate, as well as non-ferrous metal trading [1] - Revenue composition: Lead concentrate (including silver) 46.04%, non-ferrous metal trading 23.91%, zinc concentrate (including silver) 20.44%, renewable energy metals 5.26%, silver ingots 2.28%, others 1.05%, gold 1.02% [1] Shareholder Insights - Qianhai Kaiyuan Fund's Qianhai Kaiyuan Gold and Silver Jewelry Mixed A Fund (001302) is among the top ten circulating shareholders of Shengda Resources, having increased its holdings by 1.1311 million shares in Q3, totaling 11.2169 million shares, which represents 1.68% of the circulating shares [2] - The fund has achieved a year-to-date return of 69.23%, ranking 244 out of 8138 in its category, and a one-year return of 61.1%, ranking 427 out of 8055 [2] Fund Performance - Qianhai Kaiyuan Gold and Silver Jewelry Mixed A Fund (001302) holds Shengda Resources as its fourth-largest heavy stock, with 8.91% of the fund's net value [3] - The fund manager, Wu Guoqing, has a tenure of 10 years and 59 days, with a total fund asset size of 7.718 billion CNY and a best fund return of 364.7% during his tenure [2]

Core Viewpoint - The company has approved a profit distribution plan for the first three quarters of 2025, which includes a cash dividend of 0.50 yuan per 10 shares, amounting to a total distribution of approximately 29.77 million yuan [3][8]. Group 1: Profit Distribution Plan - On May 28, 2025, the company held its annual shareholders' meeting and approved the mid-term dividend arrangement, allowing the board to determine the specific plan based on profit distribution conditions [2]. - The board meeting on October 10, 2025, confirmed the profit distribution plan, with a total of 595,340,230 shares as the basis for the cash dividend distribution [3][4]. - The distribution will not include stock dividends or capital reserve transfers, and adjustments will be made if there are changes in share capital due to convertible bonds or other reasons [3][5]. Group 2: Dividend Payment Details - The dividend will be distributed to all shareholders registered by the close of trading on November 26, 2025, with the ex-dividend date set for November 27, 2025 [7][9]. - The cash dividend will be paid through the shareholders' custodial securities companies, with specific tax implications outlined for different types of shareholders [8][10]. - The company will bear all legal responsibilities if there are any issues related to the distribution due to changes in shareholders' accounts during the application period [10]. Group 3: Consultation and Documentation - The company has provided contact information for inquiries regarding the dividend distribution, including a contact person and phone number [11]. - Relevant documents, including the resolutions from the annual shareholders' meeting and the board meeting, will be available for review [11]. Group 4: Implementation Timeline - The timeline for the implementation of the profit distribution plan is within two months of the board meeting's approval [6].

Core Viewpoint - Jinling Mining (000655.SZ) announced its profit distribution plan for the first three quarters of 2025, proposing a cash dividend of 0.05 yuan per share to shareholders [1] Summary by Sections - **Dividend Distribution Plan** - The company will distribute a cash dividend of 0.05 yuan per share, which includes tax [1] - After tax, QFII, RQFII, and individual investors holding pre-IPO restricted shares will receive 0.045 yuan per share [1] - **Key Dates** - The record date for the dividend distribution is set for November 26, 2025 [1] - The ex-dividend date will be November 27, 2025 [1]

Company Overview - Shengda Metal Resources Co., Ltd. is engaged in mining and resource management, focusing on precious metals such as gold and silver [1] - The company is currently in the process of obtaining safety production permits for its operations [1] Mining Operations - Honglin Mining's identified resource reserves include: - Ore volume: 6.056 million tons - Gold content: 17,049 kg with an average grade of 2.82 g/t - Copper content: 29,015 tons with an average grade of 0.48% [1] - The expected production scale is 39.60 million tons per year, with actual output to be confirmed post-production [2] Production Timeline - Full production is anticipated to be achieved by 2026, with daily full capacity expected in 2027-2029 [2] - The company is actively exploring for additional reserves and has initiated deep exploration efforts [2] Product Pricing and Sales - The pricing coefficient for products ranges between 90%-95%, depending on moisture and metal content [2] - Sales of trial production products will comply with government regulations, with detailed sales data to be included in the 2025 annual report [1] Acquisition Strategy - The company plans to focus on acquiring high-quality precious metal mining projects, targeting operational mines with a service life of over 15 years [2] - Acquisitions will be evaluated based on price and market conditions, avoiding high-cost purchases [2] Taxation and Financials - The company has seen a significant increase in tax payments compared to the previous year, as detailed in the 2025 semi-annual report [4] - Future tax obligations will depend on local government policies [4]

Group 1 - The metal nickel concept increased by 3.93%, ranking 9th among concept sectors, with 38 stocks rising, including Xinyi Silver Tin and Shengtun Mining reaching the daily limit [1] - The top gainers in the metal nickel sector included ST Hezhong, Huayou Cobalt, and Shengda Resources, which rose by 9.29%, 8.04%, and 7.97% respectively [1] - The metal nickel sector saw a net inflow of 2.613 billion yuan, with 28 stocks receiving net inflows, and 7 stocks exceeding 100 million yuan in net inflow [1] Group 2 - The leading stocks in terms of net inflow ratio were Shengtun Mining, China First Heavy Industries, and Xinyi Silver Tin, with net inflow ratios of 20.05%, 17.29%, and 16.07% respectively [2] - Shengtun Mining had the highest net inflow of 610.47 million yuan, followed by Xinyi Silver Tin with 563.44 million yuan, and Huayou Cobalt with 509.07 million yuan [2] - The trading volume and turnover rates for the top stocks in the metal nickel sector were significant, indicating strong investor interest [2][3]

Core Viewpoint - The company is expanding its international presence and resource reserves through strategic investments, including the establishment of a new subsidiary and the acquisition of a Canadian mining company [1][2][3] Group 1: Investment and Expansion - The company plans to establish a wholly-owned subsidiary, Shengtun Gold Holdings, through its Hong Kong subsidiary, Hongsheng International Resources, with an investment of $19.995 million [1] - Following the investment, Shengtun Gold Holdings will hold a 99.975% stake in Shengtun Gold International, aligning with the company's strategic goal of international development [1] - The recent acquisition of Loncor Company for approximately CAD 2.61 million (about $1.9 million) will allow the company to control 100% of Loncor's shares, further enhancing its resource base [2][3] Group 2: Financial Performance - In Q3 2025, the company reported revenue of 7.913 billion yuan, a year-on-year increase of 26.74%, and a net profit of 649 million yuan, up 11.32% [2] - For the first three quarters of 2025, total revenue reached 21.717 billion yuan, reflecting a 22.99% increase, while net profit was 1.702 billion yuan, showing a slight growth of 0.06% [2] - The increase in revenue and profit is attributed to higher production and sales of copper products, along with rising copper prices [2] Group 3: Resource Development - The core asset of Loncor Company, the Adumbi gold mine project in the Ituri province of the Democratic Republic of Congo, has significant resource potential with an estimated controlled resource of 1.88 million ounces of gold [3] - The project is expected to have substantial expansion potential, which aligns with the company's strategy to enhance its resource reserves and future profitability [3] - The acquisition of Loncor is seen as a critical step in the company's international development strategy and resource reserve expansion [3]

Core Insights - The report by Zhiyan Consulting highlights the growth in China's metal ore and mineral sand imports, with a total import volume of 14,799 million tons in September 2025, representing a year-on-year increase of 15.1% [1] - The import value for the same period reached 23.904 billion USD, marking a year-on-year growth of 17.3% [1] Industry Analysis - The data indicates a robust demand for metal ores and mineral sands in China, suggesting a positive trend for the industry from 2025 to 2031 [1] - Zhiyan Consulting positions itself as a leading industry consulting firm, emphasizing its expertise in providing comprehensive industry research reports and tailored consulting services [1]