齐鲁晚报·齐鲁壹点记者 李殷婷 近日，"践行嘱托开新局"山东地矿工作高质量发展媒体采风活动走进山东省地矿局第五地质大队。主流 媒体记者走进山东省微山县微山湖东南段稀土矿勘查项目现场，探寻这支微山湖旁的稀土矿找矿大队。 近年来，山东省地矿局第五地质大队着力发挥地质工作的先行性、基础性、公益性、战略性作用，在战 略性新兴矿产勘查、大地质服务、融合发展和科技创新等方面取得了令人瞩目的成效。其中，在微山县 郗山地区新发现稀土矿被列为全省十大找矿成果之一。该重大突破不仅新增1处规模化稀土矿床（伴生 镓矿），培养了一批专业化人才队伍，更构建了兼具创新性与生态保护性的现代化稀土矿勘查体系，为 国家战略资源保障与生态文明建设交出了亮眼答卷。 在项目施工现场，山东省地矿局第五地质大队地质矿产处副主任、项目负责人兰君向记者介绍了五队的 勘查工作进展情况。兰君说，本次施工是在以往地质勘查工作的基础上，通过机械岩心钻探，对发现的 稀土矿体进行追索控制和加密控制，结合实验测试工作，详细查明微山湖东南段稀土矿床地质特征、矿 石加工选冶技术性能以及开采技术条件，为矿山建设设计提供必需的地质资料，并开展概略研究，估算 推断、控制、探明资源量 ...

山东地矿远征深蓝，为国家战略资源储备注入新动能 在大海褶皱里寻金 秋日的清晨，渤海湾的海雾还未散尽，山东省地矿局第六地质大队的车就已经停在了嶙峋的海崖之下。 地质队员们背着设备，沿着略显瘦削的海岸线向远处走去。他们要做的，是在这片荒凉的海域与大自 然"对话"，摸清深藏海底的黄金宝藏。 2022年10月，习近平总书记回信勉励山东省地矿局第六地质大队全体地质工作者在找矿突破战略行动中 发挥更大作用，奋力书写"英雄地质队"新篇章。 三年来，全省地矿系统认真学习贯彻习近平总书记重要回信精神，聚焦能源资源安全，实施勘查项目 900余项，提交矿产地97处，新增资源量：金96.9吨、铁矿石1.5亿吨、晶质石墨234.4万吨、钾盐7.5亿 吨、岩盐8.8亿吨。 探寻海底"黄金宝藏" 三山岛三峰并峙，原是海中孤屿，后与陆地相连。现在，山前渔港林立，鱼虾成群，更是全国最大黄金 生产基地的所在地。 自2023年省地矿六队牵头立项实施滨海地区金矿勘查评价技术与增储示范国家重点研发计划项目以来， 新一轮找矿突破战略行动的重心就落在了渤海湾三山岛海域，并已发现三山岛北部海域金矿——中国首 个海上发现的超大型破碎蚀变岩型金矿床。 尽管这里 ...

Group 1 - The article highlights the significant achievements of Shandong's geological teams in advancing national energy resource security and fulfilling the "14th Five-Year" exploration goals ahead of schedule, showcasing their commitment to "green development" and the spirit of hard work [1][2] - The media tour focused on the high-quality development of geological work in Shandong, emphasizing the transformation of national strategic needs into concrete actions to ensure resource security and improve public welfare [1][2] - The article discusses the ecological restoration efforts at the Dayan Mountain abandoned mine, where the geological team is implementing safety, ecological, and aesthetic improvements to restore the area to a vibrant natural state [2] Group 2 - The article details the discovery and evaluation of the Guilaizhuang gold mine, which has yielded over 50 tons of gold, marking it as the only large-scale gold mine in the western Shandong region [5][7] - The geological team has also made significant contributions to iron ore and rare earth mineral exploration, discovering 10.672 tons of new gold and 45.51 million tons of iron ore, as well as evaluating a medium-sized rare earth mine with 23.86 thousand tons of rare earth oxides [7] - The article mentions ongoing geothermal resource investigations in Jining, with successful drilling at the Hanzhuang geothermal field, which has reached a water temperature of 32.5°C, filling a gap in the region's geothermal exploration [9]

集海资源 消息面上，集海资源于7月底发布公告，旗下邓格庄矿发生矿区顶板事故，已被停产整顿。9月26日，烟 台牟金收到由应急管理局发出的允许邓格庄矿复工复产。公司董事会认为，鉴于邓格庄矿停产时间较 短，停产将不会对集团财务业绩产生重大影响。 此外，集海资源近日宣布，拟折价19.2%配售最多4亿股配售股份，每股配售价1.18港元，所得款项净额 预计约为4.62亿港元。其中约50%将用于收购潜在金矿项目；约25%将用于加快扩充公司业务；约25% 将用于一般营运资金及其他一般企业用途。 分时图 日K线 周K线 月K线 1.99 0.07 3.65% 10.42% 6.77% 3.65% 0.00% 3.65% 6.77% 10.42% 1.72 1.79 1.85 1.92 1.99 2.05 2.12 09:30 10:30 12:00/13:00 14:00 16:10 0 85万 170万 255万 集海资源(02489)早盘涨超12%，截至发稿，涨9.38%，报2.1港元，成交额1944.51万港元。 ...

（记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：当地时间9月24日，印尼格拉斯伯格矿区运营方、美国 矿业巨头自由港-麦克莫兰铜金公司宣布，因山体滑坡导致矿难，预计三季度铜销售额将因此下滑，全 面复工时间推迟至2026年上半年。受此影响，国际铜价应声走高，纽约铜期货价格创下两个月来新高。 公司拥有巨多矿产资源，请问具体开发情况，能给公司带来多少收益？ 和邦生物（603077.SH）9月26日在投资者互动平台表示，2025年上半年，矿业板块为公司合计产生利 润超过1.42亿元，其中磷矿已成为最大的利润贡献来源，磷矿石销售持续维持高景气度，产销两旺、量 价均高：马边烟峰磷矿在上半年实现销售约40.81万吨；汉源刘家山磷矿已有稳定的工程矿采出，公司 加大下游客户的开发和跟踪，预计刘家山磷矿形成销售后将继续为公司增厚利润；澳洲AEV磷矿按照 既定的工作目标全面推进，预计2025年年底产出工程矿。 澳洲金矿项目初勘工作已完成，目前AEV管 理层正在评估初勘数据并根据该数据筹划下一步勘探工作。新疆的铜矿、铅锌矿的初勘工作仍在持续 中，公司的勘探团队克服了高海拔、缺氧等恶劣作业环境的条件，按计划推进钻槽工作。 ...

来源：新浪港股-好仓工作室 2025年9月25日，集海资源集团（股份代号：2489）公告称，通过一般授权以"配售新股份"方式融资， 发行400,000,000股（约4.0亿股），募集4.7亿港元（扣除费用后净得约4.6亿港元）。本次融资由华福国 际证券、方德证券、第一上海证券担任联席整体协调人、联合配售代理及资本市场中介人。 配售价1.18港元，较前一交易日收市价1.46港元折让约19.2%，较前五个交易日平均收市价折让约 18.5%。配售股份占现有已发行股本约20%，完成后占扩大股本约16.7%。 集海资源集团主要从事资源相关业务。所得款项中，约2.3亿港元将用于收购潜在金矿项目，约1.2亿港 元用于加快扩充业务，约1.2亿港元用于一般营运资金及其他一般企业用途。本次发行根据股东大会授 予的一般授权实施，预计于完成日期完成。 点击查看公告原文>> 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行 ...

格隆汇9月26日丨集海资源(02489.HK)发布公告，2025年9月25日，公司及联合配售代理(即华福国际、 方德证券及第一上海)订立配售协议，据此，公司已有条件同意透过联合配售代理按竭尽所能基准，按 每股配售股份1.18港元的配售价向不少于6名承配人配售最多4亿股配售股份，承配人及其实益拥有人须 为独立第三方。 假设配售股份已悉数配售，配售事项的所得款项总额预计为4.72亿港元。配售事项的估计所得款项净额 预计约为4.62亿港元。公司拟将配售事项的估计所得款项净额按下列用途及金额运用：约50%的所得款 项净额(或2.31亿港元)将用于收购潜在金矿项目；约25%的所得款项净额(或1.155亿港元)将用于加快扩 充公司业务；及约25%的所得款项净额(或1.155亿港元)将用于一般营运资金及其他一般企业用途。 配售价每股1.18港元较于配售协议日期于联交所所报收市价每股股份1.46港元折让约19.2%。配售股份 数目相当于本公告日期已发行股份总数的20%。配售股份将根据一般授权配发及发行。 ...

Core Viewpoint - Datang Gold (08299) has seen a significant increase in stock price, rising nearly 11% to HKD 0.455, with a trading volume of HKD 27.29 million [1] Fundraising and Share Placement - The company announced a placement of up to 1.039 billion new shares at a price of HKD 0.275 per share, aiming to raise approximately HKD 274 million in net proceeds [1] - One of the main investors in this placement is Victor Soar Investment Limited, which is the largest shareholder and actual controller of WanGuo Gold Group (03939) [1] - Following the completion of this placement, the chairman of WanGuo Gold Group, Gao Mingqing, will become the second-largest shareholder of Datang Gold [1] Use of Proceeds - The funds raised will be used for collaboration with Northwest University and Shaanxi Geological Mining Group to conduct mineral prediction in the mining area, identify exploration targets, and locate deep gold deposits to achieve resource expansion goals [1] - Datang Gold's primary gold mine is the Taizhou Gold Mine project located in Tongguan County, Shaanxi Province, known for its reputation as a "thousand-year gold mine" in the Xiao Qinling area [1] - The company also plans to allocate part of the raised funds for the development of AI mining models, indicating a strategic foresight in integrating "mining + AI" while advancing its core business [1]

Core Viewpoint - Sichuan Gold (001337) has shown a significant increase in stock price and positive financial performance, indicating strong market interest and operational efficiency [1][5]. Financial Performance - As of September 22, 2025, Sichuan Gold's stock closed at 28.28 yuan, up 6.92% with a trading volume of 217,800 shares and a turnover of 597 million yuan [1]. - The company reported a main revenue of 442 million yuan for the first half of 2025, a year-on-year increase of 11.92%, and a net profit of 209 million yuan, up 48.41% year-on-year [5]. - The second quarter of 2025 saw a single-quarter main revenue of 234 million yuan, a 13.97% increase year-on-year, and a net profit of 113 million yuan, up 76.73% year-on-year [5]. Market Activity - On September 22, 2025, the net inflow of main funds was 69.43 million yuan, accounting for 11.63% of the total turnover, while retail investors saw a net outflow of 53.33 million yuan, representing 8.93% of the total turnover [1][2]. - Over the past five days, the stock has experienced fluctuations in fund flows, with notable net inflows and outflows from different investor categories [2][3]. Financing and Margin Trading - On September 22, 2025, the financing balance was 327 million yuan, with a net financing inflow of 5.98 million yuan [3]. - The margin trading balance stood at 328 million yuan, indicating active trading and investor interest in the stock [3]. Industry Comparison - Sichuan Gold's total market capitalization is 11.878 billion yuan, with a net asset of 1.573 billion yuan, ranking 9th in the industry [5]. - The company has a gross profit margin of 65.07%, significantly higher than the industry average of 28.16%, and a net profit margin of 47.18%, also leading the industry [5].

Core Viewpoint - Datang Gold (08299) has entered into agreements with Northwest University and Shaanxi Provincial Geology and Mineral Resources Group to enhance deep mining exploration and resource verification in the Xiaoqinling area, aligning with national strategic needs and advancing technology in deep earth science and mineral resources [1] Group 1: Agreements and Collaborations - The company has signed an agreement with Northwest University for a deep mining model in the Xiaoqinling gold mining concentration area [1] - An additional agreement has been established with Shaanxi Provincial Geology and Mineral Resources Group for drilling engineering verification and resource increase demonstration in the same region [1] Group 2: Objectives and Goals - The overall goal of these collaborations is to break through core technologies in deep earth and mineral resources, establishing a technical equipment system for deep detection and exploration [1] - The initiatives aim to support a new round of mining breakthroughs and a new resource revolution, contributing to high-level technological self-reliance in deep earth detection and mineral resource exploration [1] Group 3: Research and Development - The company plans to conduct exploratory research in the mining area, summarizing regional and mineral concentration formation laws to establish mineral deposit models [1] - The focus will be on mineralization prediction, identifying exploration targets, and locating deep gold deposits, ultimately achieving resource increase objectives [1] Group 4: Strategic Importance - Participation in these significant projects initiated by the local government will enhance the company's technical capabilities in relevant fields and accumulate research and development experience, thereby solidifying its industry position [1]