本文源自：智通财经网 消息面上，爱德新能源宣布，拟斥3950万澳元对Horizon Minerals战略投资完成后，公司将合共持有目 标公司约9.95%的已发行股本。这也意味着，公司将正式从原有核心的钛铁矿业务，切入前景广阔的黄 金开采领域。 公开资料显示，Horizon Minerals是澳大利亚一间中型黄金生产商，截至2026年2月，其拥有的矿产资源 量估计为3432万吨，每吨含金1.7克，合共约为188万盎司黄金，并由其位于西澳洲Boorara及Burbanks的 重要基石资产的支持，资源禀赋优越，具备相当大的发展潜力。 智通财经获悉，爱德新能源(02623)再涨近15%，截至发稿，涨11.93%，报5.32港元，成交额2178.35万 港元。 ...

公开资料显示，Horizon Minerals是澳大利亚一间中型黄金生产商，截至2026年2月，其拥有的矿产资源 量估计为3432万吨，每吨含金1.7克，合共约为188万盎司黄金，并由其位于西澳洲Boorara及Burbanks的 重要基石资产的支持，资源禀赋优越，具备相当大的发展潜力。 爱德新能源(02623)再涨近15%，截至发稿，涨11.93%，报5.32港元，成交额2178.35万港元。 消息面上，爱德新能源宣布，拟斥3950万澳元对Horizon Minerals战略投资完成后，公司将合共持有目 标公司约9.95%的已发行股本。这也意味着，公司将正式从原有核心的钛铁矿业务，切入前景广阔的黄 金开采领域。 ...

智通财经APP获悉，爱德新能源(02623)再涨近15%，截至发稿，涨11.93%，报5.32港元，成交额2178.35 万港元。 消息面上，爱德新能源宣布，拟斥3950万澳元对Horizon Minerals战略投资完成后，公司将合共持有目 标公司约9.95%的已发行股本。这也意味着，公司将正式从原有核心的钛铁矿业务，切入前景广阔的黄 金开采领域。 公开资料显示，Horizon Minerals是澳大利亚一间中型黄金生产商，截至2026年2月，其拥有的矿产资源 量估计为3432万吨，每吨含金1.7克，合共约为188万盎司黄金，并由其位于西澳洲Boorara及Burbanks的 重要基石资产的支持，资源禀赋优越，具备相当大的发展潜力。 ...

斯里兰卡《每日新闻》2月10日报道，斯政府决定，在新国家矿产政策经内阁批准并提交议会审议 通过之前，暂停除建筑行业相关材料以外的所有矿产采矿许可发放。工业与企业发展部长苏尼尔·汉杜 内蒂（Sunil Handunnetti）在专题新闻发布会上表示，此项决定不会影响砂石等住房和建筑业所必需的 原材料，但对钛铁矿、金红石、锆石、石榴石等重矿物的勘探和开采许可将一律暂停，直至新政策正式 出台。 部长还表示，目前涉及拖欠特许权使用费和非法采矿的案件数量较多。为加强监管和执法，总统已批准 设立"快速突击小组"，以在今后严厉打击相关非法行为。 （原标题：斯里兰卡暂缓发放重矿物采矿许可，待新国家矿产政策出台后再行推进） 针对社会关切，汉杜内蒂强调，现政府任期内未向任何私营机构批准在米里贾维拉地区开采矿砂。 2024年9月发出的相关文件仅涉及运输许可，并非勘探或采矿许可证，网络流传的相关说法不属实。他 指出，过去一段时期内，因滥用政治权力进行非法采矿，国家资源流失情况十分严重。 汉杜内蒂介绍称，政府已制定一项旨在最大化国家矿产资源收益的新国家矿产政策，并已提交内阁 审议，相关实施细则预计将在3月底前以政府公报形式发布，并提交 ...

证券研究报告|行业研究报告 [Table_Date] 2026 年 2 月 5 日 [Table_Title] 2025Q4，公司锆石/金红石/合成金红石合计产量同 比增长 20%至 15.49 万吨，合计销量同比增长 18%至 16.14 万吨 [Table_Title2] 有色金属-海外季报 [Table_Summary] 季报重点内容: ►公司 2025Q4 生产经营情况 1、产量 2025Q4，锆英砂产量 4.78 万吨，环比增长 21%，同比增 长 7%。 2025Q4，锆英石精矿(ZIC) 产量 3.84 万吨，环比增长 200%，同比增长 156%。 2025Q4，金红石产量 2.99 万吨，环比增长 121%，同比增 长 153%。 2025Q4，合成金红石产量 3.88 万吨，环比减少 33%，同 比减少 33%。 2025Q4，锆石/金红石/合成金红石（Z/R/SR）合计产量 15.49 万吨，环比增长 25%，同比增长 20%。 2025Q4，钛铁矿产量 6.26 万吨，环比减少 23%，同比减 少 37%。 2、销量 2025Q4，锆英砂销量 2.97 万吨，环比减少 3%，同比增长 ...

证券研究报告|行业研究报告 [Table_Date] 2026 年 2 月 5 日 [Table_Title] 2025Q4，公司锆石/金红石/合成金红石合计产量同 比增长 20%至 15.49 万吨，合计销量同比增长 18%至 16.14 万吨 [Table_Title2] 有色金属-海外季报 [Table_Summary] 季报重点内容: ►公司 2025Q4 生产经营情况 1、产量 2025Q4，锆英砂产量 4.78 万吨，环比增长 21%，同比增 长 7%。 2025Q4，锆英石精矿(ZIC) 产量 3.84 万吨，环比增长 200%，同比增长 156%。 2025Q4，金红石产量 2.99 万吨，环比增长 121%，同比增 长 153%。 2025Q4，合成金红石产量 3.88 万吨，环比减少 33%，同 比减少 33%。 2025Q4，Z/R/SR 销量 16.14 万吨，环比增长 151%，同比 增长 18%。 2025Q4，钛铁矿销量 0.03 万吨，环比减少 99%，同比减 少 99%。 3、实现价格 2025Q4，锆石/金红石/合成金红石（Z/R/SR）合计产量 15.49 万吨，环比增长 ...

Group 1 - The company Huayun Titanium Industry's wholly-owned subsidiary, Qinghe Huayun Mining Co., Ltd., is engaged in non-ferrous metal mining and has obtained exploration rights for the "Xinjiang Qinghe Akvana Vanadium-Titanium Magnetite Mine," currently in the preliminary exploration stage [2] - The company's controlling subsidiary, Guangnan Chenxiang Mineral Development Co., Ltd., focuses on the mining, processing, and sales of titanium ore and holds mining rights for the "Guangnan Sandou Namo Titanium Mine," which contains titanium iron ore and associated magnetite, and is currently in the process of obtaining relevant mining permits [2]

Core Viewpoint - The incident in Luchuan County, Kunming, resulted in the death of a worker due to a collapse during shallow well exploration, attributed to violations of safety regulations and inadequate safety management by the responsible units [1][9]. Group 1: Incident Details - On October 22, 2025, a worker named Zou was buried during a collapse while excavating in a shallow well, leading to his death despite rescue efforts [1][6]. - The shallow well had no protective measures, and the surrounding terrain was elevated, contributing to the collapse [2][5]. Group 2: Causes of the Accident - The direct cause of the accident was the lack of support measures in the construction segment of the shallow well, compounded by continuous rainfall prior to the incident [5][6]. - The worker's failure to recognize safety hazards and not using safety equipment, such as a safety rope, further exacerbated the situation [6][9]. Group 3: Safety Management Failures - The geological exploration unit failed to obtain a safety production license and did not effectively implement safety management protocols for the exploration project [9][10]. - There was a lack of coordination and oversight in safety management by Kunming Shengwei Chemical Co., which was responsible for the project [10].

Core Viewpoint - The company *ST Yazhen announced a board meeting scheduled for January 5, 2026, to review a proposal for its subsidiary Guangxi Zirconium to purchase titanium iron ore from the related party Hong Kong Lehao, with an estimated transaction amount of 45 million yuan, pending shareholder approval [1] Group 1 - The proposed related party transaction is considered a normal business operation and is not expected to affect the company's independence or financial status [1] - Hong Kong Lehao, controlled by actual controller Wu Tao, has total assets of 332 million yuan, total liabilities of 143 million yuan, net assets of 189 million yuan, revenue of 331 million yuan, and a net profit of 190 million yuan as of 2025 [1]

Core Viewpoint - The company, Power Development Group Limited, is strategically transitioning from a successful coal mining operator to a diversified international resource enterprise through a partnership with Sierra Leone's Minenet Company Limited to develop a rutile project in Sierra Leone [1]. Group 1: Company Strategy and Growth - Power Development has a clear growth path, starting from the Dafenpu coal mine in Inner Mongolia, successfully developing projects in Ningxia and South Africa, and establishing a replicable mining management model [1]. - The South African Macadu coal mine is expected to commence production in early 2026, providing a solid foundation for the advancement of the Sierra Leone project [1]. Group 2: Project Details - The Sierra Leone rutile project is a key strategic move for the company, focusing on the production of heavy mineral sands rich in rutile, ilmenite, and zircon, with a mining license valid until 2049 [1]. - The first phase of the project involves an investment of approximately $18 million, with the local partner holding the mining rights and assisting in obtaining all necessary permits [1]. Group 3: Production Capacity and Market Strategy - The first phase plans to construct three production lines with a total annual processing capacity of 6 million tons of raw ore, expected to commence production in September 2026 [2]. - Upon reaching full capacity, the second phase aims to expand to five production lines, increasing the annual processing capacity to over 10 million tons [2]. - Under this partnership, Power Development will receive 80% of the output, which is planned to be sold in both domestic and international markets, showcasing the company's mature international project operation capabilities [2].