值得一提的是，今日盘中，五矿发展股价直线拉升，强势涨停。有分析指出，五矿发展最新披露的重大资产重组事项 或许是中国五矿集团有限公司（以下简称"五矿集团"）内部业务整合的一部分。 同日晚间，紫光国微公告称，公司正在筹划以发行股份及支付现金的方式，购买南昌建恩半导体产业投资中心（有限 合伙）、北京广盟半导体产业投资中心（有限合伙）、天津瑞芯半导体产业投资中心（有限合伙）等交易对方持有的 瑞能半导体科技股份有限公司控股权或全部股权，并募集配套资金。本次交易预计不构成重大资产重组，构成关联交 易。公司股票及可转债自2025年12月30日起开始停牌，预计在不超过10个交易日的时间内披露本次交易方案。 重大资产重组 "五矿系"资产大整合！ 今日晚间，五矿发展发布公告称，公司拟购买控股股东中国五矿股份有限公司（以下简称"中国五矿"）持有的五矿矿 业控股有限公司（以下简称"五矿矿业"）、鲁中矿业有限公司（以下简称"鲁中矿业"）股权，本次交易预计构成重大 资产重组，公司股票自12月30日（明日）开市起停牌。 | 因筹划重大资产重组,本公司的相关证券停复牌情况如下: | | | | | --- | --- | --- | --- ...

值得一提的是，今日盘中，五矿发展股价直线拉升，强势涨停。有分析指出，五矿发展最新披露的重大资产重 组事项或许是中国五矿集团有限公司（以下简称"五矿集团"）内部业务整合的一部分。 同日晚间，紫光国微公告称，公司正在筹划以发行股份及支付现金的方式，购买南昌建恩半导体产业投资中心 （有限合伙）、北京广盟半导体产业投资中心（有限合伙）、天津瑞芯半导体产业投资中心（有限合伙）等交 易对方持有的瑞能半导体科技股份有限公司控股权或全部股权，并募集配套资金。本次交易预计不构成重大资 产重组，构成关联交易。公司股票及可转债自2025年12月30日起开始停牌，预计在不超过10个交易日的时间内 披露本次交易方案。 重大资产重组 "五矿系"资产大整合！ 今日晚间，五矿发展发布公告称，公司拟购买控股股东中国五矿股份有限公司（以下简称"中国五矿"）持有的 五矿矿业控股有限公司（以下简称"五矿矿业"）、鲁中矿业有限公司（以下简称"鲁中矿业"）股权，本次交易 预计构成重大资产重组，公司股票自12月30日（明日）开市起停牌。 12月29日晚间，五矿发展发布公告称，公司收到实控人五矿集团《关于筹划重大资产重组事项的通知》，初步 考虑拟由公司通过 ...

二级市场方面，截至发稿，中国中冶A股开盘下挫，逼近跌停，港股下跌超20% | Ａ股 | | | | 港股 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 3.06元 -0.33 -9.73% | | | | | | | | | 交易中 12-09 10:13:00 北京时间 | | | | | | | | | 今开 | 3.23 | | 最高 | 3.23 | | 成交量 | 500.18万手 | | 昨收 | 3.39 | | 最低 | 3.05 | | 成交额 | 15.44亿 | | 换手率 | 2.80% | | 市盈(TTM) | 16.32 | | 总市值 | 634.14亿 | | 分时 | 王日 | 日K | 周K | 月K | 季K | 年K | 亜多い | | 3.23 | | | | | | | -4.72% | | 14 | | | | | | | -7.38% | | | | | | | | | -10.03% | 12月8日晚间，中国中冶（SH601618，股价3.39元，市值702.53亿元）发布公告称，拟将 ...

站在行业的前沿，中国中冶的战略调整不仅仅是"去地产化"，而是深刻的资源优化和风险清理。在全球化战略中，公司拥有多个境外矿山项目，这些矿山项 目往往位于地缘政治复杂的地区，如阿富汗、巴基斯坦等地。这些矿山的开发周期长，资本需求大，且收益预期存在巨大不确定性。通过出售这些资产，中 国中冶有效隔离了未来可能出现的外部风险和不确定性，提前兑现了资产价值，规避了未来开发的不确定性。 这场"风险出清"的战略举措，实际上展现了中国中冶在全球化战略中的谨慎思维，以及其在快速变化的市场中如何保持灵活应对的能力。此举不仅减轻了公 司的外部压力，还使得其能够更加专注于冶金建设和高端基础设施等核心业务，从而为未来的可持续增长奠定了坚实基础。 作者：夏天 近期，中国中冶（601618.SH，01618.HK）宣布了一项重大的业务调整，决定将旗下的地产和矿产资源业务进行剥离，总交易金额达607亿元。这一举措迅 速引起了市场的广泛关注，也让外界对中国中冶的战略方向产生了浓厚兴趣。从宏观角度来看，这一调整不仅是中国中冶应对市场挑战的应急之策，更是在 全球经济不确定性和国内产业转型背景下，顺应行业结构优化的必然选择。 看点一：聚焦主业，优化资 ...

Core Viewpoint - China Metallurgical Group Corporation (China MCC) experienced a significant stock price increase of 10%, reaching 3.85 yuan per share, indicating strong market interest and confidence in the company's future prospects [1] Company Overview - China MCC is a large state-owned enterprise focused on metallurgical construction, recognized as the world's largest contractor in metallurgical construction and operational service provider [1] - The company has been accelerating its transformation and upgrading efforts, expanding its business areas to create new industrial pillars and profit growth points [1] - The diversified business system is structured around one core (metallurgical construction), two main bodies (housing construction and municipal infrastructure), and five distinctive features (mineral resources, engineering services, new materials, high-end equipment, and energy environmental protection) [1] Key Business Focus - Mineral resources are a key area of focus for the company, primarily involving mining, selection, and smelting of metals such as nickel, cobalt, copper, lead, and zinc [1] - The company currently operates seven overseas mines, enhancing its resource base and operational capabilities [1] Market Outlook - CITIC Construction Investment Securities recently published a report suggesting that copper metal prices are expected to enter an upward cycle due to long-term supply-demand gaps and short-term influences from anticipated interest rate cuts by the Federal Reserve [1] - The valuation of several overseas operating mines held by the company is expected to be reassessed positively in light of these market conditions [1]

Core Viewpoint - The company emphasizes its commitment to green development and the "dual carbon" goals, integrating eco-friendly practices across various sectors including steel production, construction, mining, and water management [1][2][6][7] Group 1: Green Metallurgy - The company focuses on low-carbon and intelligent development in the steel industry, implementing key technologies for carbon reduction and energy efficiency [2] - Innovations include the world's first full waste heat recovery process for converters and the establishment of a hydrogen-based direct reduction vertical furnace experimental platform [2] - The company aims to reduce carbon emissions by 80,000 tons annually through innovative processes, achieving a 70% reduction in carbon emissions and up to 80% reduction in pollutants [2] Group 2: Green Construction - The company promotes green construction practices, utilizing technologies like prefabricated buildings and BIM to enhance sustainability [3] - A notable project includes a waste-to-energy facility in Shanghai, capable of processing 3,800 tons of waste daily and generating 800 million kWh of electricity annually, reducing CO2 emissions by 330,000 tons [3] - The company has received 32 national and provincial-level green awards in 2024, highlighting its commitment to eco-friendly construction [3] Group 3: Green Mining - The company has developed a comprehensive green technology matrix for mining, focusing on lifecycle management and ecological restoration [4][5] - Innovations include full tailings filling systems and intelligent ventilation technologies, contributing to significant reductions in emissions and environmental impact [4] - The company has successfully implemented these technologies in various mining projects, promoting sustainable mining practices [5] Group 4: Water Environment Management - The company is actively involved in water environment governance, achieving significant results in wastewater treatment and ecological restoration [6] - In 2024, the company reported reductions of over 140,000 tons in COD, ammonia nitrogen, total phosphorus, and total nitrogen through advanced wastewater treatment technologies [6] - The establishment of a comprehensive wastewater treatment model integrates multiple technologies for enhanced efficiency and sustainability [6] Group 5: Overall Green Development Strategy - The company aims to transform the "green mountains and clear waters" concept into replicable technical solutions and engineering practices [7] - It targets high-quality development through innovative green production capabilities, positioning itself as a leader in ecological civilization construction [7]