地矿·新闻 2 10月19日，天和磁材全资子公司拟在包头投资8.5亿元建设高性能稀土永磁及组件项目，分两期建设，一期投资2.1亿元，建设期18个月。 1 10月17日，新疆有色集团华瓯矿业卡尔恰尔萤石矿120万吨/年采选项目正式投产。该矿储量占全国15%，是亚洲最大的单体萤石矿，也是我国生产规模最 大的原生萤石矿采选基地，攻克多项选矿技术难题，萤石回收率超80%，精矿品位达97%。 3 10月20日起，公司证券简称变更为"钛能化学"，以匹配"钛化工、磷化工、新能源材料"三大产业耦合发展战略。 2025年前三季度，紫金矿业营收2542亿元，同比增10.33%；净利润378.64亿元，同比增55.45%。其A股涨幅达106%，市值8018亿元。 5 近日，中国海油宣布，我国首个国家级深水油气应急救援基地正式投入使用，将大幅缩短我国南部海域海上油气应急救援响应时间，标志着我国海上应急 救援体系建设取得重大突破，这也是我国加快完善深海油气勘探开发体系的重要一步。 4 政知·新闻 1 10月20日下午，中国海洋石油在港交所公告，周心怀因任职变化辞任公司执行董事、副董事长及首席执行官，自2025年10月20日生效。因此， ...

值得一提的是，卡尔恰尔萤石矿是我国首座在设计阶段全面采用非爆机械连续采矿工艺的非煤地下矿 山。中国恩菲的采矿专家介绍，非爆机械连续采矿作为一项新工艺，能实现井下回采工序的平行连续作 业，有望以高度的机械化、自动化大幅提升采矿效率和劳动生产率，并提高矿山的安全管理水平。 10月17日，记者从中国恩菲工程技术有限公司（以下简称"中国恩菲"）获悉，由该公司设计的新疆有色 集团华瓯矿业卡尔恰尔萤石矿（以下简称"卡尔恰尔萤石矿"）120万吨/年采选项目日前投产。据介绍， 该矿资源禀赋优越，储量约占全国已探明萤石储量的15%，是亚洲最大的单体萤石矿，也是我国生产规 模最大的原生萤石矿采选基地。 记者了解到，卡尔恰尔萤石矿在强方解石型难选萤石矿高效选矿方面取得了重大突破。其攻克了萤石选 矿过程中方解石难抑、低温难选、粗粒难浮等重大技术难题，设计萤石回收率80%以上，萤石精矿品位 达到97%，形成了方解石型难选萤石矿高效选矿的工程化技术体系，为我国大量的强方解石型萤石矿开 发提供了技术储备，并为氟化工产业提供了原料保障。 卡尔恰尔萤石矿相关负责人介绍，该项目尾矿库采用上游法筑坝，并进行了高寒地区适应性设计。项目 还建设了太阳 ...

Core Viewpoint - Hainan Mining plans to expand its investment by acquiring approximately 15.79% equity in Luoyang Fengrui Fluorine Industry Co., Ltd. for 300 million yuan, aligning with its strategic goals to optimize resource layout and enhance profitability [1][2] Group 1: Investment Details - The investment in Fengrui Fluorine Industry is valued at approximately 1.9 billion yuan, reflecting a 253.8% increase over its net assets [2] - Fengrui Fluorine Industry has a total mineral resource of 13.54 million tons and an annual mining capacity of 645,000 tons, with projected production of 78,000 tons each for fluorite block and fluorite powder in 2024 [1] Group 2: Financial Performance - Fengrui Fluorine Industry is expected to achieve revenues of 668 million yuan and 281 million yuan in 2024 and the first half of 2025, respectively, with net profits of 165 million yuan and 74.8 million yuan [1] - Hainan Mining reported a revenue of 4.066 billion yuan in 2024, a decrease of 13.11% year-on-year, while net profit increased by 12.97% to 706 million yuan [2] Group 3: Ongoing Restructuring - Hainan Mining is pursuing a restructuring plan to acquire significant stakes in ATZ Mining Limited and Felston Enterprises Limited, aiming for a total acquisition of 68.04% and 51.52% respectively [3] - The restructuring process is ongoing, with internal integration of the target companies completed, while due diligence and related assessments are still in progress [3]

Group 1: Huayou Cobalt Industry - Huayou Cobalt achieved a revenue of 37.2 billion yuan in the first half of 2025, representing a year-on-year growth of 23.78% [1] - The net profit attributable to shareholders reached 2.711 billion yuan, with a significant year-on-year increase of 62.26% [1] - The company benefited from increased sales volume and prices of its main products, along with optimized production processes and cost reductions, enhancing profitability [1] - Progress in the nickel-cobalt project in Indonesia is expected to support future performance growth [1] Group 2: China Shenhua - China Shenhua plans to acquire 100% equity stakes in multiple energy-related companies, including Guoyuan Power and Xinjiang Energy, through a combination of A-share issuance and cash payments [2] - This large-scale asset acquisition will significantly enhance the company's resource reserves and industrial scale [2] - The integration of these assets is expected to strengthen China Shenhua's leading position in the coal and electricity sectors, optimizing its industrial chain structure and enhancing integrated operational capabilities [2] Group 3: Hainan Mining - Hainan Mining intends to invest 300 million yuan to acquire a 15.7895% stake in Luoyang Fengrui Fluorine Industry Co., Ltd. [3] - Fengrui Fluorine Industry specializes in the mining and production of fluorite and anhydrous hydrofluoric acid, holding multiple mining rights [3] - The investment is strategically important as hydrofluoric acid is a key raw material for lithium batteries, and the demand for fluorite and its downstream products is expected to grow with the expansion of the global electric vehicle market [3]

Group 1 - The stock price of Jinshi Resources closed at 15.93 yuan on August 6, 2025, with an increase of 0.63% compared to the previous trading day, and the trading volume reached 146 million yuan [1] - Jinshi Resources is a significant player in the domestic fluorite industry, primarily engaged in the mining and deep processing of fluorite, with applications in metallurgy, chemicals, and building materials, while also actively expanding into the new energy industry chain [1] - The company reported that its project in Mongolia is progressing steadily, with the pre-treatment main project nearly completed and the construction of the beneficiation plant and supporting infrastructure ongoing, laying a foundation for future production [1] Group 2 - On August 6, the net outflow of main funds was 40.37 million yuan, with a cumulative net outflow of 89.76 million yuan over the past five days [1]