Core Viewpoint - Shengda Resources plans to acquire a 55% stake in Guangxi Jinshi Mining for 270 million yuan, enhancing its position in the silver and copper mining sector [1][2]. Group 1: Acquisition Details - The acquisition involves a cash payment of 270 million yuan for a 55% stake in Guangxi Jinshi Mining [1]. - Guangxi Jinshi holds one mining right and two exploration rights, with a total resource reserve of 9.1673 million tons, including 647.2 tons of silver and 37.94 million tons of lead and zinc [1]. Group 2: Mining Potential - The mining area in Xiangzhou County is noted for its high-quality multi-metal resources, primarily focusing on silver and copper, with an annual production capacity planned at 660,000 tons [1][2]. - The exploration rights cover areas with significant potential for large silver deposits, indicating promising future resource development [1][2]. Group 3: Recognition and Future Plans - Guangxi Jinshi received the National Natural Resources Science and Technology Award for its technological advancements in mining [2]. - Shengda Resources aims to enhance resource utilization efficiency and integrate high-grade resources with its existing technological and market advantages to create economic benefits and shareholder value [2].

Core Insights - Chile's copper exports in December reached 146,401 tons, with 42,984 tons exported to China [2] - The total export volume of copper ore and concentrate from Chile in December was 1,170,302 tons, with 751,238 tons sent to China [2] Industry Challenges - China's copper industry faces three main challenges: increasing reliance on foreign resources in the upstream sector, overcapacity in the midstream processing segment, and suppressed downstream demand due to high copper prices [2] - To assist the industry in navigating these changes, a bilingual version of the "2026 China Copper Industry Chain Distribution Map" has been compiled in collaboration with copper industry chain enterprises [2]

人民财讯1月13日电，银河证券指出，全球地缘冲突加剧支撑铜、钨、钼、钴、稀土磁材等关键战略有 色金属价格上涨的逻辑有望延续。此外，美国劳动力市场动能已显著衰退，这或将提升市场当前对美联 储2026年降息2次的预期。在彭博大宗商品指数年度权重再平衡完成后，黄金白银有望重回涨势。 ...

证券代码：601168证券简称：西部矿业公告编号：临2026-001 西部矿业股份有限公司 第八届董事会第二十六次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担个别及连带责任。 一、董事会会议召开情况 （一）本次董事会会议的召集、召开符合有关法律、法规及《公司章程》的相关规定。 （二）本次董事会会议通知及议案于2026年1月7日以邮件方式向全体董事发出。 会议同意，调整公司第八届董事会下设战略与可持续发展委员会、提名委员会、薪酬与考核委员会和审 计与风控委员会成员。调整后各委员会的成员如下： 1. 战略与可持续发展委员会 召集人：王海丰；委员：赵福康、王正文、李计发。 2. 提名委员会 （三）本次董事会会议于2026年1月12日以通讯方式召开。 （四）本次董事会会议应出席的董事7人，实际出席会议的董事7人，会议有效表决票数7票。 二、董事会会议审议情况 （一）关于选举公司第八届董事会副董事长的议案 会议选举赵福康先生为公司第八届董事会副董事长。 表决结果：同意7票，反对0票，弃权0票。 （二）关于调整公司第八届董事会专门委 ...

每经记者｜王帆 每经编辑｜程鹏 魏文艺 并购重组 盛达资源：拟以2.695亿元收购广西来宾金石矿业55%股权 盛达资源公告称，公司拟以现金2.695亿元收购广西来宾金石矿业有限公司55%股权，其核心资产为妙皇铜铅锌银矿采矿权、花蓬—那宜铜铅锌银矿探矿 权、花候—花仪铜铅锌银矿探矿权。 中原环保公告称，公司拟通过公开摘牌方式，收购格沃公司100%股权、新泓公司100%股权。此次收购将提升污泥处置与资源化利用业务的协同管理能 力，以及再生水利用业务的融合度。 增减持 恒实科技：新基集团拟增持1.5%～3%公司股份 恒实科技公告称，股东新基信息技术集团股份有限公司计划6个月内，以自有资金或自筹资金增持公司股份，数量不低于公司总股本的1.5%，不高于公司 总股本的3%。 中电港：国家大基金减持759.69万股 中电港公告称，国家集成电路产业投资基金股份有限公司于2025年11月16日至 2026年1月9日通过集中竞价交易方式累计减持公司股份759.69万股，占公司 当前总股本的 0.999724%。本次权益变动后，国家集成电路持有公司4.999999%股份，不再是公司持股5%以上的股东。 中原环保：拟收购新泓公司、格 ...

转自：智通财经 【藏格矿业：预计2025年净利润37亿元-39.5亿元 参股的西藏巨龙铜业有限公司受益于铜价上涨及产能 释放】智通财经1月12日电，藏格矿业(000408.SZ)公告称，藏格矿业预计2025年归属于上市公司股东的 净利润为37亿元-39.5亿元，比上年同期增长43.41%-53.10%。报告期内，氯化钾产销量超预期、销售价 格上涨及成本下降，碳酸锂业务复产后产销顺畅且价格回暖，叠加参股西藏巨龙铜业投资收益大幅增 加，共同推动业绩同比增长。报告期内，公司确认的投资收益约为26.8亿元，对公司净利润贡献重大。 主要原因系公司参股的西藏巨龙铜业有限公司受益于铜价上涨及产能释放，其营业收入及净利润均实现 同比大幅增长。 ...

Group 1 - The core point of the article is that Shengda Resources plans to acquire a 55% stake in Guangxi Jinshi for 269.5 million yuan to enhance its mineral resource reserves and ensure sustainable development [1] - The acquisition involves the transfer of shares from four individuals: Jiang Wenli (25.003%), Liu Minchao (21.065%), Liu Xifeng (4.6475%), and Lu Qian (4.2845%) [1] - After the transaction, Guangxi Jinshi will become a subsidiary of Shengda Resources, while the mining rights associated with Guangxi Jinshi will remain unchanged and will not require any transfer approval procedures [1] Group 2 - Guangxi Jinshi holds key mining rights in the Xiangzhou County of Laibin City, including the Miaohuang copper-lead-zinc-silver mine and exploration rights for two other mining areas [1] - The transaction is aimed at increasing the company's mineral resource reserves, which is critical for its long-term growth strategy [1]

华钰矿业公告称，公司2026年度第一次临时股东会将于1月22日召开，董事长刘良坤主持。会议将审议 为控股子公司贵州亚太矿业提供担保的议案。为满足贵州亚太露天金矿业务经营及硐采业务投产需求， 建设银行、交通银行分别批复其1.5亿元流动资金贷款，期限均为2年。公司拟与两家银行分别签《最高 额保证合同》，为3亿元贷款提供全额连带责任保证担保，无反担保。该议案已通过公司相关会议审 议。 ...

业务聚焦国内西部地区，整合多品种矿产资源。2000 年西部矿业有限责任公司设 立青海西部矿业股份有限公司， 2001 年青海西部矿业股份有限公司更名为西部矿 业股份有限公司，2007 年 7 月西部矿业股份有限公司在上交所 挂牌上市。经过多 年发展，公司业务规模和领域逐渐扩大，目前业务涉及铜、铅、锌、铁、钼等金属 的采选、冶 炼和贸易，以及黄金、白银等稀贵金属和硫精矿等产品的生产及销售。 公司控股股东为西矿集团，实控人为青海省国资委。截至 2025 年 11 月 27 日，公 司控股股东为西部矿业集团有 限公司（（简称（ 西矿集团"），直接和间接持股比例合 计为 30.94%。公司实控人为青海省国资委，直接持有西 矿集团 71.07%股权。公 司背靠青海省国资委下属大型矿业集团，未来发展有望受益于西矿集团在资源保障、 技 术创新和贸易流通等方面优势。 公司业务实现了从矿山采选到有色冶炼、金融贸易和盐湖化工等多领域布局。公司 坐拥丰富的矿产资源，为业务 开展奠定了坚实的资源基础。主营业务贯穿矿产全产 业链，具体包括铜、铅、锌、钼、镍、铁和钒的采选、冶炼 和贸易，同时从事稀有 金属（（如黄金、白银）以及非金属产品 ...

Core Viewpoint - Yunnan Jinxun Resources Co., Ltd. (金浔资源) has successfully listed on the Hong Kong Stock Exchange, with shares closing at HKD 37.80, reflecting a 26% increase from the final offer price of HKD 30.00 [1][2]. Group 1: Company Overview - JinXun Resources primarily engages in the non-ferrous metal business, focusing on products such as cathode copper and copper concentrate, and trades with other metal trading companies and producers [1]. - The company issued a total of 36,765,600 H-shares, with 3,676,600 shares allocated for public offering in Hong Kong and 33,089,000 shares for international offering [2]. Group 2: Financial Details - The total proceeds from the share issuance amounted to HKD 1,102.97 million, with net proceeds of HKD 1,042.60 million after deducting estimated listing expenses of HKD 60.37 million [2][3]. - Approximately 80% of the net proceeds (HKD 834.1 million) will be allocated to expanding core business operations, including enhancing the capacity of the copper smelting plant in the Democratic Republic of Congo and increasing production lines for cobalt hydroxide [3]. - About 10% of the net proceeds (HKD 104.3 million) will be used to repay interest-bearing bank loans, and another 10% for working capital and general corporate purposes [3]. Group 3: Key Investors - Major cornerstone investors include Glencore International AG, Stoneylake Global Alpha Fund, and several asset management firms [5]. Group 4: Revenue and Profit Projections - Revenue projections for JinXun Resources are as follows: RMB 637.3 million for 2022, RMB 675.7 million for 2023, RMB 1,769.8 million for 2024, and RMB 596.0 million and RMB 963.8 million for the first half of 2024 and 2025, respectively [6][7]. - Net profit projections are RMB 83.5 million for 2022, RMB 29.1 million for 2023, RMB 202.4 million for 2024, and RMB 93.1 million and RMB 135.0 million for the first half of 2024 and 2025, respectively [6][7]. Group 5: Operational Cash Flow - The net cash flow from operating activities is projected to be RMB 202.18 million for 2022, RMB 43.33 million for 2023, and RMB 292.56 million for 2024, with RMB 111.53 million for the first half of 2025 [8]. Group 6: Compliance and Regulatory Issues - JinXun Resources' subsidiary, Rong Xing Investments Ltd., has faced regulatory challenges in Zambia, including penalties for non-compliance with local mining regulations and safety violations [9][10].