本报记者 李立平 12月19日，矿业龙头企业西部矿业股份有限公司（以下简称"西部矿业"）发布关于全资子公司取得采矿 许可证的公告。公告显示，公司全资子公司格尔木西矿资源开发有限公司（以下简称"格尔木西矿资 源"）于近日取得青海省自然资源厅颁发的《中华人民共和国采矿许可证》。 根据公告，矿区位于青海省海西蒙古族藏族自治州格尔木市它温查汉西C5异常区，开采矿种包括铁 矿、硫矿、铜矿、锌矿、铅矿和金矿。许可证有效期限自2025年11月26日至2044年11月25日。该矿区拥 有铁多金属矿资源量2007万吨，平均品位mFe31.59%，同时伴生有铜金属量7.61万吨、锌金属量6.04万 吨、金金属量2.86吨。 北方民族大学经济学院教授张晓凤向《证券日报》记者表示，我国铁矿石对外依存度较高，国产矿在成 本和品位上短期内面临挑战。在此背景下，西部矿业作为区域性资源整合平台和重要供应商，其加强国 内资源储备的举动，是对国家资源安全战略的响应，也是提升自身原料保障能力、平滑行业周期波动的 重要举措。 此次获得采矿许可证是西部矿业锚定铁资源板块可持续发展的关键一步。 西部矿业相关负责人向《证券日报》记者表示，格尔木西矿资源作 ...

12月19日，矿业龙头企业西部矿业（601168）股份有限公司(以下简称"西部矿业")发布关于全资子公司 取得采矿许可证的公告。公告显示，公司全资子公司格尔木西矿资源开发有限公司(以下简称"格尔木西 矿资源")于近日取得青海省自然资源厅颁发的《中华人民共和国采矿许可证》。 根据公告，矿区位于青海省海西蒙古族藏族自治州格尔木市它温查汉西C5异常区，开采矿种包括铁 矿、硫矿、铜矿、锌矿、铅矿和金矿。许可证有效期限自2025年11月26日至2044年11月25日。该矿区拥 有铁多金属矿资源量2007万吨，平均品位mFe31.59%，同时伴生有铜金属量7.61万吨、锌金属量6.04万 吨、金金属量2.86吨。 北方民族大学经济学院教授张晓凤向《证券日报》记者表示，我国铁矿石对外依存度较高，国产矿在成 本和品位上短期内面临挑战。在此背景下，西部矿业作为区域性资源整合平台和重要供应商，其加强国 内资源储备的举动，是对国家资源安全战略的响应，也是提升自身原料保障能力、平滑行业周期波动的 重要举措。 此次获得新采矿权并非孤立事件，而是西部矿业系统性资源战略的一部分。 在今年5月份召开的业绩说明会上，西部矿业在回复投资者提问时 ...

摘要印尼财政部规定，当参考价格在每金衡盎司2800美元（含）至3200美元（不含）时，将对黄金出口 征收7.5%至12.5%的关税。当参考价格在每金衡盎司3200美元（含）及以上时，将对黄金出口征收10% 至15%的关税。黄金出口关税自12月23日起生效。 印尼财政部发布黄金出口关税规定，已正式确认2026年起对黄金产品征收7.5%-15%出口税。 印尼财政部规定，当参考价格在每金衡盎司2800美元（含）至3200美元（不含）时，将对黄金出口征收 7.5%至12.5%的关税。当参考价格在每金衡盎司3200美元（含）及以上时，将对黄金出口征收10%至 15%的关税。黄金出口关税自12月23日起生效。 1、税率机制：采用差异化分级税率，加工度越低税率越高(如粗金锭、金矿石接近15%，精炼金条、高 纯度金粒约7.5%)，且税率将随国际金价动态调整，金价越高可能适用更高税率。 具体细节如下： 2、出口监管：禁止纯度低于99%的黄金出口，纯度≥99%的黄金(如金条、金粒)出口需提交第三方检测 报告，强化交易合规性管控。 3、实施时间：明确2026年启动，具体月份待财政部发布部长条例敲定，将设置过渡期减轻企业短期冲 击。 ...

Core Viewpoint - Shenglong International (01182) has announced a significant turnaround in its financial performance, projecting a net profit of approximately HKD 25.7 million for the six months ending September 30, 2025, compared to a net loss of about HKD 3.4 million for the same period last year [1] Financial Performance - The company expects to shift from a net loss in the previous year to a net profit in the current period, primarily due to increased revenue from gold ore processing in Henan Province [1] - The anticipated increase in revenue is attributed to the completion of infrastructure construction in the mining area and the resumption of gold ore production in Henan [1] Market Reaction - Following the earnings announcement, Shenglong International's stock price surged over 125% at one point, ultimately rising by 86.27% to HKD 0.95, with a trading volume of HKD 5.8879 million [1]

Core Viewpoint - Shenglong International (01182) has announced a significant turnaround in its financial performance, projecting a net profit of approximately HKD 25.7 million for the six months ending September 30, 2025, compared to a net loss of about HKD 3.4 million for the same period last year [1] Financial Performance - The company expects to shift from a net loss in the previous year to a net profit in the current period, primarily due to increased revenue from gold ore processing in Henan Province [1] - The anticipated increase in revenue is attributed to the completion of infrastructure construction in the mining area and the resumption of gold ore production in Henan [1] Market Reaction - Following the profit announcement, Shenglong International's stock price surged over 125% at one point, stabilizing at an increase of 86.27%, trading at HKD 0.95 with a transaction volume of HKD 5.8879 million [1]

Core Insights - Tongling Nonferrous Metals Group Co., Ltd. won the exploration rights for the Jiguanshan-Hucun copper-gold-molybdenum mine for 3.204 billion yuan, enhancing its resource reserves and supporting its strategic focus on the copper industry [1] - The exploration rights were officially confirmed on November 4, following a public auction held by the Anhui Provincial Natural Resources Department [1] - The mine is located near the Dongguashan copper mine in Tongling City, Anhui Province, which aligns with the company's strategy to strengthen its sustainable development capabilities [1] Company Summary - The total identified copper ore in the entire mining area is 30.9464 million tons, with a copper metal content of 328,800 tons and an average copper grade of 1.06% [2] - The identified gold ore amounts to 1.4796 million tons, with a gold metal content of 8,640.37 kilograms and an average gold grade of 5.840 g/t [2] - The identified molybdenum ore is 15.9357 million tons, with a molybdenum metal content of 15,000 tons and an average molybdenum grade of 0.094% [2] - The identified sulfur ore is 8.5724 million tons, with a sulfur element content of 1.9467 million tons and an average sulfur grade of 22.71% [2] Industry Context - A new round of mineral exploration strategies is being promoted, with the Anhui Provincial Industrial and Information Technology Department emphasizing increased geological surveys and exploration efforts in key areas [4] - The plan aims to add a batch of resources available for development and extend the service life of existing mines through various measures [4] - The industry is focusing on the recovery and expansion of production capacities in existing mines while ensuring compliance in the construction of new mines [4]

Core Points - Baoding Technology Co., Ltd. has completed the construction acceptance of its wholly-owned subsidiary, Zhaoyuan Hexi Gold Mine Co., Ltd., and received a safety production license for an annual output of 300,000 tons [2] - The project will enhance the company's gold ore mining capacity, increase finished gold output and sales revenue, and positively impact the company's profitability and competitive strength [2] Group 1: Basic Information - The safety production license issued by the Shandong Emergency Management Department allows for underground mining at depths from +80 meters to -950 meters, with a production scale of 300,000 tons per year [2] - The license is valid from October 11, 2025, to October 10, 2028 [2] Group 2: Impact on the Company - The completion of the expansion project and the issuance of the safety production license mark the official production phase of the Hexi Gold Mine project, which is expected to significantly enhance the company's operational capabilities [2] - The increase in production capacity is anticipated to lead to higher sales revenue and improved profitability for the company [2] Group 3: Shareholder Information - A total of 21,579,102 shares will be released from restrictions, representing 5.5618% of the company's total shares, with the release date set for October 20, 2025 [15][22] - The shares being released are part of the company's 2022 major asset restructuring, which involved issuing shares to acquire a 63.87% stake in Shandong Jinbao Electronics Co., Ltd. [15][16]

Core Viewpoint - Baoding Technology (002552.SZ) has completed the acceptance inspection of its subsidiary's project, marking a significant step in its operational capacity and potential revenue growth [1] Group 1: Project Completion and Licensing - The project "Resource Integration and Development Project (Phase I)" of Zhaoyuan Hexi Gold Mine Co., Ltd. has passed the completion acceptance inspection [1] - The company has received a production safety license from the Shandong Provincial Emergency Management Department, allowing for an annual production capacity of 300,000 tons [1] Group 2: Impact on Production and Financials - The completion of the project enables the Hexi Gold Mine to officially enter production, enhancing the company's gold ore extraction capacity [1] - This development is expected to increase the output of finished gold and sales revenue, thereby improving the company's profitability and overall competitive strength [1] - The positive implications for the company's future development and sustainable operations are highlighted [1]

Core Viewpoint - Western Gold's subsidiary, Yili Company, has entered into an agreement to purchase approximately 6,000 tons of gold ore for a total price of about 60 million yuan, addressing raw material shortages and reducing costs through shorter transportation distances [1] Group 1: Transaction Details - The agreement is with Xinjiang Meisheng Mining Co., Ltd., which is affiliated with Western Gold through Xinjiang Nonferrous Holdings, thus constituting a related party transaction [1] - The actual supply volume will be based on the weight measured upon arrival [1] - The transaction has been approved by the company's board of directors and does not require submission to the shareholders' meeting [1] Group 2: Financial Impact - The cumulative transaction amount with the same related party over the past 12 months is 1.001 million yuan [1] - The transaction is not expected to have a significant adverse impact on the company's financial condition and operating results [1]