矿业采选
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盛龙股份12月23日深交所首发上会 拟募资15.3亿元
Zhong Guo Jing Ji Wang· 2025-12-16 13:57
截至招股说明书签署日,洛阳国晟投资控股集团有限公司(以下简称"国晟集团")直接持有盛龙股份 41,166.6264万股股份,占盛龙股份总股本的25.3966%;通过盛龙股份第二大股东洛阳有色矿业集团有 限公司(以下简称"有色集团")和盛龙股份第三大股东洛阳城乡建设投资集团有限公司(以下简称"洛 阳城建")间接控制61,749.9396万股股份,占盛龙股份总股本的38.0949%。国晟集团合计控制盛龙股份 102,916.566万股股份,占盛龙股份总股本的63.4915%,系盛龙股份控股股东。 中国经济网北京12月16日讯 据深交所网站消息,深圳证券交易所上市审核委员会定于2025年12月23日 召开2025年第33次上市审核委员会审议会议,审议的发行人为洛阳盛龙矿业集团股份有限公司(以下简 称"盛龙股份")。 盛龙股份本次拟在深交所主板上市,拟募集资金153,000.00万元,分别用于河南省嵩县安沟钼多金属矿 采选工程项目、矿业技术研发中心项目、补充流动资金及偿还银行贷款项目。 盛龙股份本次发行的保荐人、主承销商为国投证券股份有限公司,保荐代表人为刘佳辰、邬海波。 有色集团、洛阳城建为国晟集团的一致行动人。因 ...
突发事故致人死亡 市值150亿元A股公司旗下矿山紧急停工 股价刚刚涨停!回应:全部责任及损失等由承包方承担
Mei Ri Jing Ji Xin Wen· 2025-09-12 15:36
Core Viewpoint - A safety accident occurred at the mining site of Dongsheng Mining, a subsidiary of Shengda Resources, leading to a fatality. The company is cooperating with the investigation and has temporarily halted operations at the site [4][5]. Group 1: Accident Details - On September 11, 2025, a roof collapse accident occurred during construction at Dongsheng Mining, resulting in the death of a worker from the contractor Zhejiang Zhongye Construction Group [4][5]. - The accident was caused by a sudden rock fall in a previously supported tunnel, approximately 7 meters from the working face [4][5]. - Dongsheng Mining activated its emergency response plan immediately after the incident, organizing rescue and cleanup efforts while reporting to local emergency management [5]. Group 2: Company Operations and Financials - Shengda Resources specializes in the mining and sales of precious and non-ferrous metals, operating seven subsidiaries, including Dongsheng Mining [7]. - In the first half of 2025, the company achieved a revenue of 906 million yuan, a year-on-year increase of 6.34%, with non-ferrous metal selection revenue rising by 44.24% to 640 million yuan [7]. - The company reported a net profit of 70.1 million yuan, a decrease of 15.03% year-on-year, attributed to increased tax payments and operational challenges in its mining subsidiaries [7]. Group 3: Stock Performance - Shengda Resources' stock has performed strongly, reaching a closing price of 21.63 yuan on September 12, 2025, with a total market capitalization of 14.924 billion yuan [8]. - Since June, the stock price has increased by over 60%, and it has risen more than 80% year-to-date [8].
国信证券晨会纪要-20250519
Guoxin Securities· 2025-05-19 03:11
Key Recommendations - Three-Dimensional Chemical (002469.SZ) benefits from accelerated coal chemical construction in Xinjiang, with a unique competitive advantage through "engineering + industry" collaboration [10][11] - Kangguan Technology (001308.SZ) shows high growth in innovative display products, with improved gross margin in Q1 2025 [12][13] Industry and Company Analysis - Three-Dimensional Chemical is a leader in sulfur recovery, leveraging proprietary technology to break foreign monopolies, with projected engineering revenue of 570 million yuan and chemical product revenue of 1.81 billion yuan in 2024 [10][11] - The company has a strong order backlog of 1.67 billion yuan, ensuring sustained revenue growth from coal chemical projects, with expected engineering revenue of 360 million, 550 million, and 760 million yuan from 2025 to 2027 [11] - The domestic market for n-propanol remains tight, with a projected supply gap of 41,000 tons in 2025, maintaining prices between 8,000-9,000 yuan/ton [11] - Kangguan Technology's Q1 2025 revenue reached 3.142 billion yuan, a year-on-year increase of 10.8%, with a net profit of 215 million yuan, reflecting a 15.8% increase [12][13] - The company’s innovative display products saw a 50.4% revenue increase in Q1 2025, driven by strong demand in emerging markets [13][14] Macroeconomic and Strategic Insights - The high-tech manufacturing sector shows signs of recovery, with a narrowing decline in the macroeconomic diffusion index, indicating improved economic conditions [15][17] - The macroeconomic environment is expected to support growth in sectors like coal chemical engineering and innovative display technologies, with favorable government policies promoting urban renewal and infrastructure investment [26][27]
济高发展收盘上涨5.51%,最新市净率34.87,总市值23.71亿元
Sou Hu Cai Jing· 2025-05-06 11:56
Group 1 - The core viewpoint of the articles highlights the recent performance and financial metrics of Jinan High-tech Development Co., Ltd, including its stock price increase and market valuation [1] - As of the first quarter of 2025, the company reported a revenue of 87.69 million yuan, representing a year-on-year increase of 57.81%, while the net profit was a loss of approximately 26.40 million yuan, a decline of 48.99% year-on-year [1] - The company operates in sectors such as life health, biotechnology, industrial park development, real estate, and mining, with its main products including in vitro diagnostics and real estate [1] Group 2 - The latest financial ratios for Jinan High-tech Development show a price-to-earnings (PE) ratio of -2.91 and a price-to-book (PB) ratio of 34.87, with a total market capitalization of 2.371 billion yuan [2] - The industry average PE ratio is significantly higher at 48.90, indicating that Jinan High-tech Development is underperforming compared to its peers [2] - The company has received several accolades in the real estate sector, enhancing its brand influence in Shandong [1]