2月13日，紫金矿业跌5.01%，截至发稿，报37.76元/股，成交103.52亿元，换手率1.31%，总市值 10040.28亿元。 资料显示，紫金矿业集团股份有限公司位于福建省上杭县紫金大道1号,福建省厦门市思明区环岛东路 1811号中航紫金广场B塔,香港九龙柯士甸道西1号环球贸易广场75楼7503A室，成立日期2000年9月6 日，上市日期2008年4月25日，公司主营业务涉及矿产资源勘查和开发。主营业务收入构成为：冶炼产 品60.94%，矿产品36.48%，其他16.83%，贸易8.02%。 从基金十大重仓股角度 山证资管精选行业混合发起式A（018750）成立日期2023年12月26日，最新规模1096.06万。今年以来收 益25.04%，同类排名85/8890；近一年收益21.91%，同类排名4785/8132；成立以来收益33.77%。 山证资管精选行业混合发起式A（018750）基金经理为庄波。 截至发稿，庄波累计任职时间10年334天，现任基金资产总规模1128.12万元，任职期间最佳基金回报 33.45%， 任职期间最差基金回报-3%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库 ...

公司于2026 年2 月3 日召开第五届董事会第三十二次（临时）会议，审议通过《关于终止认购瑞士 VeritasResources AG 股权的议案》，同意公司放弃对哥伦比亚Alacran 铜金银矿项目投资。本次终止参 与认购是基于原定交割先决条件和其他条款变更导致，公司不存在违约行为，因此无需承担违约责任。 格隆汇2月3日丨耐普矿机(300818.SZ)公布，公司于2025 年5 月7 日召开第五届董事会第二十六次会议， 审议通过《关于认购瑞士Veritas Resources AG股权的议案》，同意公司通过全资子公司新加坡耐普环球 资源投资有限公司以现金出资方式认购瑞士公司 Veritas Resources AG（维理达资源股份公司，简称"维 理达资源"，为金诚信矿业管理股份有限公司全资子公司）发行股份，认购金额合计 4,500 万美元，及 180 万美元或 630 万美元或有认购。认购完成后，公司将持有维理达资源 22.5%股权。 ...

Core Viewpoint - In 2025, state-owned enterprises in Xinjiang achieved a total profit of 4.13 billion yuan, marking a year-on-year increase of 23.7%, indicating significant enhancement in profitability and growth resilience [2][7]. Group 1: Economic Performance - Xinjiang's state-owned enterprises actively responded to market demand challenges by expanding investments and optimizing strategies, leading to a stable economic operation with a clear trend of improvement [3][8]. - The profit total of 4.13 billion yuan represents a 23.7% increase year-on-year, with a notable 8.6% growth in net cash flow from operating activities, demonstrating a solid correlation between cash flow and profit [4][9]. Group 2: Industry Growth - Key industries showed strong growth, with significant increases in production and sales: gold production and sales rose by 97% and 83% respectively; electrolytic copper production and sales increased by 49% and 47%; iron concentrate production and sales grew by 14% and 38% [3][8]. - Major industrial projects are accelerating capacity release, such as the Huoyun Lead-Zinc Mine, which has produced over 20,000 tons of zinc since its first batch in late October 2025, and the Dahuangliutan 30,000-ton lithium carbonate project, which has reached production capacity [3][8]. Group 3: Investment and Innovation - Fixed asset investments by 261 state-owned enterprises reached 82 billion yuan, a 35% increase year-on-year, with 28 projects in southern Xinjiang completing investments of 15.62 billion yuan, creating 27,000 jobs and enhancing regional infrastructure and livelihoods [4][9]. - Research and development expenditures exceeded 5 billion yuan, reflecting a 16.9% year-on-year increase, with the R&D intensity reaching 2.2%, up by 0.5 percentage points, indicating a stronger innovation engine [4][9].

二是坚持协调联动、部门互联。河南厅持续深化行刑衔接、行纪衔接、府检联动机制，联合发展改革、 公安、财政、农业农村等九部门印发《关于完善自然资源行政执法体制机制促进执法监管长效常治的实 施意见》，着力破解矿产资源违法案件移交难、移送难、执行难问题；建立常态化联席会议制度，健 全"信息共享、线索互移、联合执法、协同追责"制度机制，打破部门监管壁垒。2025年以来，该厅向省 公安厅、省检察院移交涉矿案件线索55条，向纪检监察部门移送违纪线索30条，凝聚打击违法采矿合 力。 三是坚持综合惩戒，强化刚性约束。河南厅建立遏制新增违法违规问题综合评价机制，对新增违法、问 题整改等情况进行量化评估，对违法问题多发频发、管理秩序混乱地区，精准实施函询提醒、警示约 谈、动态限批、挂牌督办等递进式惩戒措施，倒逼地方落实监管责任、从严规范管理。2025年，该厅公 开挂牌督办5起非法采矿典型案件，对5个市、县开展警示约谈。 近日，从河南省自然资源厅获悉，该厅立足严守资源安全底线、维护资源资产权益职能定位，以"零容 忍"态度坚决遏制非法采矿，多措并举推进专项整治行动，2025年公开挂牌督办非法采矿典型案件5起， 查处矿产资源违法案件25 ...

Core Viewpoint - Likin Resources (02245) has seen a significant stock price increase of approximately 8%, currently trading at 25 HKD, following the announcement of a joint venture agreement aimed at optimizing business operations and securing tax benefits in Indonesia [1] Group 1: Joint Venture Agreement - Likin Resources announced a joint venture agreement with BBS and BMS to establish a company named BJL, with an initial investment of approximately 505 million USD [1] - The legal capital of BJL is set at 13,298.88 billion Indonesian Rupiah, with BBS holding 99.999925% and BMS holding 0.000075% of the shares [1] Group 2: Business Development and Tax Benefits - The formation of BJL is intended to align with the company's business development needs and to qualify for necessary tax incentives in Indonesia [1] - The joint venture is expected to reduce tax burdens associated with wet processing of slag, optimizing the execution of specific plans [1] Group 3: Environmental and Revenue Implications - The wet processing facility is designed to handle 1.34 million tons of HPAL smelting slag annually, along with a slag storage facility and supporting infrastructure [1] - This project aims to minimize waste and effectively utilize resources while adhering to environmental protection principles, creating new revenue streams and enhancing the company's profitability [1]

Group 1 - The China Securities Regulatory Commission has approved the initial public offering (IPO) registration application of Luoyang Shenglong Mining Group Co., Ltd. (Shenglong Co.), which must be implemented according to the prospectus and underwriting plan submitted to the Shenzhen Stock Exchange [1] - The approval for the IPO is valid for 12 months from the date of registration approval [1] - Shenglong Co. was found to meet the issuance conditions, listing conditions, and information disclosure requirements during the Shenzhen Stock Exchange listing review committee's meeting [1] Group 2 - The actual controller of Shenglong Co. is the State-owned Assets Supervision and Administration Commission of Luoyang Municipal Government [2] - Shenglong Co. focuses on the comprehensive development and utilization of non-ferrous metal mineral resources, primarily engaging in the production, processing, and sales of molybdenum-related products [2] - The company holds four mining rights and one exploration right, with the Nanni Lake molybdenum mine having a production capacity of 16.5 million tons per year [2] - As of the end of 2024, Shenglong Co. has a molybdenum metal reserve of 710,500 tons, accounting for 9.10% of the national molybdenum resource reserves [2] - The domestic production of molybdenum metal by the company is expected to exceed 9% in 2024 [2] - In addition to molybdenum resources, the company also holds 55,300 tons of tungsten trioxide, 11,800 tons of copper, and 68,700 tons of lead as of the end of 2024 [2]

王振华辞去中矿资源集团股份有限公司（以下简称"中矿资源"）副总裁职务。 1月5日，中矿资源发布公告称，公司董事会近日收到副总裁王振华的书面辞职报告，王振华因个人原因申请辞去公司副总裁职务，辞职 后将不再担任公司及子公司的任何职务。王振华的辞任自辞职报告送达公司董事会之日起生效。 矿资源集团股份有限公司 中矿资源集团股份有限公司 关于公司高级管理人员辞任的公告 3. 遵守《中华人民共和国公司法》等法律、法规、规范性文件中关于高级管理人 员股份转让的其他规定。 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。 中矿资源集团股份有限公司(以下简称"公司"或"本公司")董事会于近日收到 公司副总裁王振华先生的书面辞职报告,因其个人原因,申请辞任公司副总裁职务。王 振华先生辞任后将不担任公司及子公司的任何职务。根据《中华人民共和国公司法》等 国家有关法律法规、规范性文件的规定,王振华先生的辞任自其辞职报告送达公司董事 会之日起生效,其辞任不影响公司的正常生产经营。 截止本公告披露日,王振华先生持有公司股票 251.000 股,占公司总股本的比例为 0.0348%,其所持股 ...

Group 1 - The core point of the news is that Zijin Mining has seen a stock price increase of 2.7% to 35.40 CNY per share, with a total market capitalization of 941.27 billion CNY, and a cumulative increase of 8.42% over the past three days [1] - Zijin Mining's main business involves mineral resource exploration and development, with revenue composition as follows: smelting products 60.94%, mineral products 36.48%, others 16.83%, and trade 8.02% [1] Group 2 - From the perspective of fund holdings, the HIVE Fund has a significant position in Zijin Mining, with the HIVE Runhe Six-Month Holding Period Mixed A Fund holding 10,000 shares, unchanged from the previous period, representing 0.59% of the fund's net value [2] - The HIVE Runhe Six-Month Holding Period Mixed A Fund has a total scale of 17.08 million CNY and has achieved a year-to-date return of 4.02%, ranking 7053 out of 8155 in its category [2] - The fund manager, Li Haitao, has a tenure of 6 years and 175 days, with the best fund return during this period being 84.56% [2]

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 《新疆宝地矿业股份有限公司发行股份及支付现金购买资产并募集配套资金暨关联交易报告书摘 要》 《新疆宝地矿业股份有限公司发行股份及支付现金购买资产并募集配套资金暨关联交易报告书》 《新疆宝地矿业股份有限公司关于发行股份及支付现金购买资产并募集配套资金暨关联交易报告 书修订说明的公告》 《申万宏源证券承销保荐有限责任公司关于新疆宝地矿业股份有限公司发行股份及支付现金购买 资产并募集配套资金暨关联交易之独立财务顾问报告》 《新疆宝地矿业股份有限公司关于发行股份及支付现金购买资产并募集配套资金暨关联交易事项 获得中国证券监督管理委员会同意注册批复的公告》 截至2025年12月29日收盘，宝地矿业（601121）报收于7.55元，较前一交易日上涨1.07%，最新总市值 为60.4亿元。该股当日开盘7.47元，最高7.64元，最低7.43元，成交额达1.4亿元，换手率为4.89%。 公司近日发布公告称，其关于发行股份及支付现金购买资产并募集配套资金暨关联交易事项已获得中国 证券监督管理委员会同意注 ...

Investment Rating - The report maintains a "Buy" rating for the company [6][8]. Core Views - The company is positioned as a high-elasticity player in the antimony market, with expected rapid growth as multiple incremental mining projects begin to release production. The company focuses on mineral resource development, with plans both domestically and internationally. It currently operates three production mines in China and one in Ethiopia, with further projects expected to drive growth [6][8]. - Global antimony supply and demand are tightening, leading to strong antimony prices. The company’s antimony business is expected to benefit from this price strength, with domestic antimony ingot production down 15.5% year-on-year as of November 2025. The average domestic antimony price has increased by 41.29% compared to 2024 [8]. - Gold prices are on the rise, positively impacting the company's projects such as the Takin and Nibao gold mines. The Nibao project has significant gold reserves and is expected to contribute to revenue starting in 2027-2028 [8]. - The company's forecast for net profit in 2025 has been raised to 988 million yuan, with projections for 2026 and 2027 at 1.214 billion and 1.683 billion yuan, respectively. Corresponding P/E ratios for 2025-2027 are estimated at 22, 18, and 13 [8]. Financial Data and Profit Forecast - Total revenue is projected to grow from 1.614 billion yuan in 2024 to 5.191 billion yuan by 2027, with a compound annual growth rate of 85.3% in 2024 and 42.2% in 2027 [7][10]. - The net profit attributable to the parent company is expected to increase significantly, from 253 million yuan in 2024 to 1.683 billion yuan in 2027, reflecting a growth rate of 242.9% in 2024 and 38.7% in 2027 [7][10]. - The gross margin is projected to improve from 54.6% in 2024 to 59.3% in 2027, indicating enhanced operational efficiency [7].