新华财经郑州12月31日电 2025年即将收官。 回首这一年，河南资本市场铿锵前行，蹄疾步稳。出海、并购、上市、回购，动作频频。年终岁尾之 际，我们从五大维度，全面梳理河南资本市场的发展密码和无限活力。 河南企业走出去 2025年，世界百年变局加速演进，大国关系牵动国际形势，国际形势深刻影响国内发展。新形势下，中 国企业出海进程显著加速，其全球化布局进入更具战略性和系统性的新阶段。 趋势之下，河南上市公司也纷纷出海，尝试在新市场创造增量价值。 在这些出海的豫股当中，有公司选择通过巨额资本并购获取海外战略资源。12月16日，洛阳钼业发布公 告，其控股子公司拟以10.15亿美元的总对价，收购加拿大上市公司Equinox Gold Corp.位于巴西的多个 金矿项目100%权益。交易完成后，洛阳钼业的黄金年产量预计将增加8吨，进一步增强对全球贵金属定 价权的影响。 也有公司通过落地项目完成了自己的出海首秀。10月31日，城发环境匈牙利包尔绍德30兆瓦光伏发电项 目正式破土动工。这个位于欧洲腹地的能源项目不仅是河南省重大国际合作项目之一，也标志着城发环 境从中国本土的生态环境治理服务商，向全球绿色能源供应商迈出了关键 ...

Core Viewpoint - The company plans to jointly invest with related parties to acquire a 59% stake in three mining companies, gaining exploration rights to four gold mining projects, which is expected to enhance its resource portfolio and growth potential [1][2]. Group 1: Investment and Acquisition Details - The company intends to acquire 59% stakes in Tianxin Company, Yueping Company, and Ruiyue Company, collectively obtaining exploration rights for four gold mining projects [1]. - The total valuation for the three companies is 140 million yuan, with the company contributing 63 million yuan to achieve control [1]. - Post-transaction, the company will hold 45.2% stakes in each of the three companies, while related parties will hold smaller percentages [1]. Group 2: Mining Project Overview - The gold mining projects are located in Hunan Hongjiang City, with Tianxin Company holding detailed exploration rights for the Qingshandong mining area and preliminary exploration rights for the Bajiaowan mining area [2]. - Specific project details include: 1) Qingshandong Gold Mine: Detailed exploration completed, with a total ore volume of 725,585 tons and gold metal content of 2,445 kg [2]. 2) Bajiaowan Gold Mine: Currently in preliminary exploration, showing potential [2]. 3) Daping Gold Mine: Detailed exploration ongoing, with an estimated ore volume of 337,600 tons and gold content of 2,029 kg [2]. 4) Muxi Gold Mine: Also in detailed exploration [2]. - The region is recognized as a key resource exploration area in China, with favorable geological conditions for gold mineralization [2]. Group 3: Strategic Direction and Financial Outlook - The company is advancing into the mining sector as part of its strategy to diversify and open a second growth curve, with plans to issue H-shares to enhance international strategic layout [3]. - The company’s resource projects are showing improved operational capabilities, with positive effects from resource upgrades and rising prices for gold and copper [3]. - Profit forecasts for 2025-2027 are set at 800 million, 910 million, and 1.05 billion yuan, with corresponding price-to-earnings ratios of 13, 11, and 10 times [3].

Core Viewpoint - Jihai Resources (02489) successfully placed a total of 400 million shares at a price of HKD 1.18 per share, raising approximately HKD 466 million for various purposes including potential gold mine acquisitions and general operational funding [1] Group 1 - The placement involved at least six subscribers [1] - The net proceeds will be used for acquiring potential gold mining projects [1] - The funds will also support the company's business expansion and general corporate purposes [1]