登录新浪财经APP 搜索【信披】查看更多考评等级 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。 一、交易概述 为了进一步增加磷矿资源储备，提高磷矿石供给能力，强化磷产业链优势，经成都云图控股股份有限公 司（以下简称"公司"）第七届董事会第三次会议审议批准，公司以增资扩股方式参股四川马边晟隆矿业 有限公司（以下简称"晟隆矿业"）49%的股权，并以晟隆矿业为实施主体，合作开发位于四川乐山市马 边彝族自治县的二坝磷铅锌矿（以下简称"二坝磷矿"），内容详见公司2025年9月24日刊登于《中国证 券报》《证券时报》《上海证券报》和巨潮资讯网（http://www.cninfo.com.cn）上的公告（公告编号： 2025-047）。 二、二坝磷矿采矿权过户的进展情况 晟隆矿业于2025年9月16日通过司法拍卖，成功竞得原属四川马边中益矿业发展有限公司的二坝磷矿采 矿权及相关资产。近日，公司接到通知，晟隆矿业已完成二坝磷矿采矿权的转让变更登记，取得了四川 省自然资源厅核发的《中华人民共和国不动产权证书（采矿权）》。后续，晟隆矿业将加快推进矿山及 相关资产的交接，有序开展 ...

晟隆矿业于2025年9月16日通过司法拍卖，成功竞得原属四川马边中益矿业发展有限公司的二坝磷矿采 矿权及相关资产。近日，公司接到通知，晟隆矿业已完成二坝磷矿采矿权的转让变更登记，取得了四川 省自然资源厅核发的《中华人民共和国不动产权证书（采矿权）》。 格隆汇11月26日丨云图控股(002539.SZ)公布，为了进一步增加磷矿资源储备，提高磷矿石供给能力， 强化磷产业链优势，经公司第七届董事会第三次会议审议批准，公司以增资扩股方式参股四川马边晟隆 矿业有限公司49%的股权，并以晟隆矿业为实施主体，合作开发位于四川乐山市马边彝族自治县的二坝 磷铅锌矿。 公司参股的二坝磷矿完成采矿权过户，是公司整合磷矿资源、强化磷产业链上游布局的重要进展，有利 于保障公司磷矿石的稳定供应。 二坝磷矿未来投产后，可与公司四川雷波基地的磷矿搭配使用，进一步发挥公司湖北荆州、宜城的磷酸 分级利用产业链优势，生产高品质的精制磷酸、工业级磷酸一铵、水溶级磷酸一铵和磷酸铁等产品，提 升磷矿资源综合利用率。 ...

Core Viewpoint - Yuntu Holdings (002539.SZ) is expanding its upstream resources through an investment in Shenglong Mining, aiming to strengthen its integrated advantages in the phosphate industry [1][4]. Investment Plan - Yuntu Holdings plans to invest CNY 49 million to acquire a 49% stake in Shenglong Mining, which will be used to develop the Erba phosphate-lead-zinc mine in Sichuan [1][2]. - The company will also provide up to CNY 500 million in loans to Shenglong Mining to expedite the development process of the phosphate mine [1][2]. Financial Performance - In the first half of 2025, Yuntu Holdings reported revenue of CNY 11.4 billion, a year-on-year increase of 3.59%, and a net profit of CNY 511 million, up 12.6% [1][5]. - The core business of phosphate compound fertilizer generated revenue of CNY 7.22 billion, reflecting a growth of 21.55% and accounting for 63.35% of total revenue [5]. Resource and Production Capacity - The Erba mine has proven phosphate reserves of 29.27 million tons with an average P2O5 grade of 23.37% [3]. - Yuntu Holdings has a total phosphate resource reserve of approximately 549 million tons and a designed mining capacity of 6.9 million tons per year [6]. Strategic Development - The investment in Shenglong Mining is part of Yuntu Holdings' strategy to enhance its phosphate resource reserves and ensure a stable supply of phosphate ore for its operations [4][6]. - The company is also focusing on integrating its nitrogen and phosphate supply chains to improve production efficiency and reduce costs [6].

Group 1 - Company signed a capital increase agreement to acquire 49% equity in Shenglong Mining for 49 million yuan, focusing on the development of the Erba Phosphate-Lead-Zinc Mine in Sichuan [1] - The Erba mine has phosphate rock resources of approximately 29.27 million tons with an average P2O5 grade of 23.37%, and a mining scale of 500,000 tons per year [1] - Company plans to provide up to 500 million yuan in loans to Shenglong Mining, with a term not exceeding 5 years, at the 5-year LPR loan rate [1] Group 2 - After mining operations commence, Shenglong Mining will prioritize supplying phosphate rock to the company, ensuring a stable raw material source [2] - The Erba mine is characterized as high magnesium, low silicon, and low iron aluminum phosphate rock, complementing the future production of medium magnesium and medium silicon phosphate rock by Leibo Company [2] - This combination is expected to enhance the company's wet-process phosphoric acid production in Hubei, improving the overall utilization rate of phosphate resources [2]

Group 1 - Company signed an equity increase agreement to acquire 49% stake in Shenglong Mining for 49 million yuan, focusing on the development of the Erba phosphate-lead-zinc mine in Sichuan with a resource reserve of approximately 29.27 million tons of phosphate rock [1] - The company plans to provide up to 500 million yuan in loans to Shenglong Mining, with a term of no more than 5 years, at the 5-year LPR loan rate, to support the mine's resumption of production [1] - The Erba mine will ensure a stable supply of phosphate rock for the company, enhancing its raw material sourcing [2] Group 2 - The Erba mine is characterized as high magnesium, low silicon, and low iron-aluminum phosphate rock, which complements the medium magnesium and medium silicon phosphate rock from Leibo Company [2] - This combination is expected to optimize the company's wet-process phosphoric acid production in Hubei, improving the overall utilization rate of phosphate resources [2] - The company aims to produce high-quality refined phosphoric acid, industrial-grade monoammonium phosphate, and water-soluble monoammonium phosphate, further enhancing its product offerings [2]