Group 1 - The company announced that its wholly-owned subsidiary, Zhejiang Lanxi Jinchang Mining Co., Ltd. (referred to as "Jinchang Mining"), has completed the procedures for the release of the mining rights mortgage for the fluorite mine [1][2] - The mortgage was established in March 2021, using the mining rights of the Baisha Township Lingkengshan fluorite mine as collateral for a credit facility of up to 250 million yuan from CITIC Bank Hangzhou Branch [1] - All debts secured by the aforementioned mortgage contract have been repaid, and the release of the mortgage will not adversely affect the company's operations or business development [2]

21世纪经济报道记者舒晓婷 北京报道 7月5日至8日，金砖国家领导人第十七次会晤将在巴西里约热内卢举行。 中国外交部发言人毛宁7月2日在例行记者会上称，金砖合作机制是当今世界最重要的新兴市场国家和发 展中国家团结合作平台，是推动实现平等有序的世界多极化、普惠包容的经济全球化的重要力量。本次 领导人会晤是新成员印度尼西亚和10个伙伴国加入金砖国家后举行的首次峰会，还有多个新兴市场和发 展中国家、国际和地区组织受邀与会。"中方期待同各方一道，巩固金砖战略伙伴关系，为维护多边主 义、促进共同发展、完善全球治理作出金砖贡献，推动'大金砖合作'高质量发展。" 《21世纪》：中国企业在巴西的投资主要集中在哪些领域？有让你印象深刻的合作项目吗？ Victor Queiroz：近年来，中国在巴西的投资主要集中在基础设施、矿业和农业领域。其中，基础设施涉 及港口、电力与通信等。我认为值得注意的项目包括太阳能和风力发电场等可再生能源项目，以及将巴 西生产商与全球消费者联系起来的数字平台建设。中国企业布局巴西电动汽车和电池市场也意义重大。 《21世纪》：当前形势下，中国企业在巴西投资面临哪些新的机遇和挑战？有何建议？ Victor ...

印度政府文件显示，印度将加快在中印度洋海盆的深海勘探工作，以开展多金属结核的开采。应推动高 产能采矿与选矿设备的免税进口。 ...

Group 1 - China Power Construction announced a contract worth approximately 5.063 billion RMB for the KEBO bauxite mining and transportation project in Guinea, covering an area of 204.37 square kilometers with an estimated mining volume of 28 million tons over a project duration of 72 months [1] - The company reported a revenue of 142.56 billion RMB in Q1, a year-on-year increase of 1.61%, while the net profit attributable to shareholders decreased by 12.03% to 2.636 billion RMB [1] - China Power Construction's international business contracts signed in 2024 reached 223.96 billion RMB, a year-on-year increase of 4.08%, accounting for 17.62% of total new contracts [2] Group 2 - The company has been optimizing its business structure, achieving significant progress in strategic emerging industries, with new contracts in 2024 for new energy storage projects amounting to 22.664 billion RMB and soil remediation projects totaling 20.782 billion RMB [2] - The management emphasized a commitment to high-quality development, aiming to build a world-class enterprise and promote global green low-carbon industry development [3] - The strategic focus includes major infrastructure, with an emphasis on water, energy, urban development, and digital integration, aligning with national strategies for coordinated regional development [3]

中国电建：签署几内亚KEBO铝土矿采矿运输项目合同 合同金额约50.63亿元 智通财经7月3日电，中国电建(601669.SH)公告称，下属子公司中国水电建设集团国际工程有限公司与 几内亚凯博华兴矿业公司、华兴高科(北京)商务发展有限公司签订了几内亚KEBO铝土矿 TELIMELEMADINADIAN地区采矿运输项目合同，合同金额约为50.63亿元人民币。项目位于几内亚金 迪亚大区泰利梅莱省MADINADIAN地区，主要工程内容为在204.37平方公里的矿区进行铝土矿的勘 探、覆盖层剥离、废矿开挖、采剥以及运输等内容，采矿量预计为2800万吨，陆运运输全长约为197公 里。项目总工期约72个月，无质保期。 ...

【深海科技】"深海"借"科技"启航 20250627 摘要 深海科技作为海洋强国战略的关键组成部分，预计将持续受到高层重视， 可能带动板块景气度上升。海洋经济规模预计在 2025 年达到 11 万亿 元，深海科技占比约为 25%，即约 2.75 万亿元，核心领域集中在深海 采矿和海洋观测网。 深海资源对中国能源和有色金属安全至关重要，尤其是在中美贸易战背 景下，美国允许国内企业开发国际矿产资源，以及美国关闭全球免费开 放数据库，使得中国发展深海科技，建设立体海洋观测网的需求更为迫 切。 中国重视顶层设计，自上而下推动政策实施，政府工作报告出台后，预 计将有相关政策从中央到沿海省市陆续出台，带动央企基础设施跟进及 产业链配套跟进，实现资本、产业及国家三方面共赢。 中国深海矿产资源开发技术落后于美国约五年甚至更久，目前处于试采 阶段，而美国已进入商业化开采前期。中国需要加快发展以缩小差距， 应对美国单独管理矿产资源开发带来的挑战。 Q&A 深海科技在中国政府工作报告中的地位如何？其重要性体现在哪些方面？ 2025 年 3 月 12 日发布的政府工作报告首次将深海科技纳入其中，并与商业航 空和低空经济并列。这标志着 ...

Project Overview - The company has won the mining operation and maintenance project for the Simfer mine in Guinea's Simandou region [1] - The total contract amount is approximately $267 million, equivalent to about 1.913 billion RMB [1][2] Contract Details - The contract is with Simfer S.A. and includes construction and maintenance of transport roads and infrastructure [2] - The expected completion time for the entire project is 60 months from the date of contract signing [2] - The contract will become effective upon signing [2] Financial Impact - The contract amount represents approximately 7.97% of the company's audited revenue for the fiscal year 2024 [2] - Successful implementation of the contract is expected to positively impact the company's current and future performance, enhancing its sustainable profitability [2] Dispute Resolution - Any disputes arising during the contract execution will be resolved through friendly consultation, and if unsuccessful, will be arbitrated in London according to international arbitration rules [2]

Core Viewpoint - China Aluminum International Corporation (中铝国际) has signed a mining operation and maintenance contract for the Simfer project in Guinea, valued at approximately 2.67 billion USD, which translates to about 19.13 billion RMB. This contract is expected to positively impact the company's current and future performance, enhancing its sustainable profitability [1]. Group 1 - The contract was signed on June 24, 2025, with Simfer Limited [1]. - The total contract amount is approximately 2.67 billion USD [1]. - The contract is expected to have a positive effect on the company's performance in the current and future years [1].

近期，在联交所的公告声中，大唐黄金(8299.HK)与无锡专心智制科技有限公司的合资计划正式落地， 引发业内广泛关注。 这家名为"人工智能矿业有限公司"的新实体由大唐黄金控股51%，将深度整合随机森林、强化学习和卷 积神经网络等前沿技术，构建矿业AI模型的核心引擎。大唐黄金同时公告国际矿业咨询机构SRK Consulting也将加入AI模型的开发，为勘探模型的成功及商业化未来提供了更夯实的技术基础。 合资公司助力大唐黄金智能化转型 据悉，此次合作方无锡专心智制并非行业新兵。作为工业数据服务与AI解决方案的领先提供者，其技 术已在离散制造领域验证了超过95%的数据采集准确率。自2024年起，双方已就开发人工智能应用技术 模型展开合作，以降低勘探成本并提升成功率。目前，相关计算模型正在训练阶段，并取得了积极的成 果。 值得关注的是，合资公司迅速与全球矿业咨询巨头SRK Consulting订立一份谅解备忘录，SRK曾主导评 估非洲储量93吨的黄金项目，其专业资质覆盖JORC资源认证、矿山预可行性研究等关键环节。该份备 忘录的签订旨在开展战略合作，以共同打造AI深度结合黄金及有色金属开采的标杆案例，建立系统性 AI ...

Core Viewpoint - The recent acquisition by Western Gold of 100% equity in Xinjiang Meisheng Mining for 16.55 billion, representing a staggering premium of 1421%, raises questions about the underlying value and future profitability of the asset amidst fluctuating gold prices [1][3]. Group 1: Acquisition Details - Western Gold is acquiring Xinjiang Meisheng Mining, which holds the mining rights to a gold-copper mine in Xinyuan County [3]. - The mining rights were previously acquired for 10.8 billion just a year ago, indicating a 14-fold increase in valuation [3]. - The high premium suggests potential speculation on future gold prices, which are currently at historical highs [3]. Group 2: Market Implications - The acquisition raises concerns about whether the asset can generate sufficient cash flow to justify the 16 billion investment, especially if gold prices decline [4]. - The transaction involves a related party, with the major shareholder, Xinjiang Nonferrous Metals, selling the asset, which could indicate an attempt to cash out at high valuations [3][4]. - The lack of transparency in pricing and the need for a thorough evaluation of the asset's potential profitability are critical for investors [4].