证券日报网讯1月30日，中国中铁（601390）在互动平台回答投资者提问时表示，公司资源利用业务以 矿山实体经营开发为主，目前在境内外全资、控股或参股投资建成5座现代化矿山，分别为黑龙江鹿鸣 钼矿，刚果(金)绿纱铜钴矿、MKM铜钴矿、华刚SICOMINES铜钴矿以及蒙古乌兰铅锌矿，其中刚果 (金)绿纱铜钴矿、MKM铜钴矿、华刚SICOMINES铜钴矿为铜矿矿山。 ...

公司本次收购紫金矿业转让的金沙钼业24%股权，一方面是为了充分发挥钼产业开发利用优势，进一步 强化资源保障，巩固提升行业影响力;另一方面，为了加快实现沙坪沟钼矿开发建设，尽早实现资源价 值，获取投资收益。 金钼股份（601958）(601958.SH)发布公告，公司将以17.31亿元对价收购紫金矿业（601899）集团股份 有限公司(简称紫金矿业)转让的安徽金沙钼业有限公司(简称金沙钼业)24%股权。本次交易完成后，公 司持有金沙钼业34%的股权，紫金矿业(或其全资子公司)持有金沙钼业60%的股权。 ...

公司本次收购紫金矿业转让的金沙钼业24%股权，一方面是为了充分发挥钼产业开发利用优势，进一步 强化资源保障，巩固提升行业影响力;另一方面，为了加快实现沙坪沟钼矿开发建设，尽早实现资源价 值，获取投资收益。 智通财经APP讯，金钼股份(601958.SH)发布公告，公司将以17.31亿元对价收购紫金矿业集团股份有限 公司(简称紫金矿业)转让的安徽金沙钼业有限公司(简称金沙钼业)24%股权。本次交易完成后，公司持 有金沙钼业34%的股权，紫金矿业(或其全资子公司)持有金沙钼业60%的股权。 ...

沙坪沟钼矿是全球罕见的超大型未开发斑岩型钼矿，具有资源储量大、成分单一、矿体集中、品位较高 等优势。本次合作将形成紫金矿业主导矿山开发、金钼股份主导冶炼加工的优势互补格局，推动沙坪沟 钼矿高效开发，延伸产业链，带动地方经济发展，加速资源优势向经济效益转化。 格隆汇1月15日丨紫金矿业(601899.SH)公布，2026年1月15日，紫金矿业集团股份有限公司与金堆城钼 业股份有限公司（以下简称"金钼股份"，股票代码：601958）签署《项目合作及股权转让协议》。双方 在2025年8月29日签署的《合作意向书》框架下，正式就安徽省金寨县沙坪沟钼矿的一体化开发和深加 工等业务达成一揽子合作。 在金钼股份同意按照《合作协议》约定的条款和安排设立、建设并运营冶炼公司的前提下，紫金矿业同 意以人民币173,087万元的对价向金钼股份转让金沙钼业24%股权。转让完成后，紫金矿业或其子公 司、金钼股份、金寨县城镇开发投资有限公司分别持有金沙钼业 60%、34%、6%股权，金沙钼业的建 设、运营由紫金矿业主导。 ...

Core Viewpoint - Zijin Mining Group Co., Ltd. has signed a project cooperation and equity transfer agreement with Jinduicheng Molybdenum Co., Ltd. for the integrated development and deep processing of the Shapingou Molybdenum Mine in Jinzhai County, Anhui Province [1] Group 1: Agreement Details - The agreement was signed on January 15, 2026, following a cooperation intention letter signed on August 29, 2025 [1] - Zijin Mining will transfer 24% equity of Jinsan Molybdenum Co. to Jinduicheng Molybdenum for a consideration of RMB 173,087 million [1] - Post-transfer, Zijin Mining will hold 60% of Jinsan Molybdenum, Jinduicheng Molybdenum will hold 34%, and Jinzhai County Urban Development Investment Co., Ltd. will hold 6% [1] Group 2: Project Significance - The Shapingou Molybdenum Mine is a rare super-large undeveloped porphyry molybdenum mine with significant resource reserves, single composition, concentrated ore body, and high grade [1] - This cooperation aims to create a complementary advantage where Zijin Mining leads the mining development and Jinduicheng Molybdenum leads the smelting and processing [1] - The project is expected to promote efficient development of the Shapingou Molybdenum Mine, extend the industrial chain, boost local economic development, and accelerate the transformation of resource advantages into economic benefits [1]

紫金矿业公告称，2026年1月15日，公司与金钼股份签署《项目合作及股权转让协议》。合作包括冶炼 合作、股权交易两部分，双方将共同出资设立冶炼公司，金钼股份、金沙钼业分别持股51%、49%。紫 金矿业以173,087万元向金钼股份转让金沙钼业24%股权，转让后紫金矿业等分别持股60%、34%、 6%。款项分两期支付，若金钼股份未按约定投资等，紫金矿业有权收回股权。此次合作将推动沙坪沟 钼矿高效开发。 ...

Core Viewpoint - The article discusses the recent activities of Duan Liping, the brother of the well-known investor Duan Yongping, highlighting his increasing presence in the capital market and investments in companies like Guocheng Mining, which has seen significant stock price increases due to favorable market conditions and strategic asset acquisitions [6][7][10]. Group 1: Duan Liping's Investment Activities - Duan Liping has been actively involved in the capital market, particularly with Guocheng Mining, which has experienced a stock price surge of approximately 127% from 13.63 CNY to a peak of 31.04 CNY per share [10]. - Guocheng Mining's recent announcements, including a major asset restructuring involving a 60% stake in Guocheng Industry, have contributed to its stock performance. The core asset is a significant molybdenum mine, which is crucial for various industries [10][11]. - As of the end of Q3 2025, Duan Liping holds a 0.56% stake in Guocheng Mining, ranking as the ninth largest circulating shareholder, alongside his spouse and another individual, collectively holding 1.64% of the company [12]. Group 2: Family Background and Business Connections - Duan Liping, born in 1957, has maintained a lower profile compared to his brother Duan Yongping, who has largely withdrawn from direct business involvement since moving to the U.S. in 2002 [15][16]. - Despite Duan Yongping's withdrawal, Duan Liping remains active in the business sector, holding positions in various companies related to the BuBuGao group, including Jiangsu BubuGao Real Estate and Guizhou BubuGao Liquor [21][22]. - The article highlights the familial ties and business collaborations between Duan Liping and other prominent figures in the industry, indicating a network of influence and shared interests within the BuBuGao ecosystem [19][21]. Group 3: Market Dynamics and Strategic Moves - The article notes that Duan Liping and his associates have strategically acquired control of LiYuan Co., a company facing operational challenges, for a relatively low price of 3.8 million CNY, indicating a calculated move to enter the automotive parts sector [22][23]. - The previous owners of LiYuan Co. were motivated to sell due to ongoing financial difficulties, including significant losses and legal issues, which made the sale a pragmatic decision [22][23]. - The acquisition reflects a broader trend in the market where established players are seeking opportunities in emerging sectors, such as the automotive industry, amidst changing economic conditions [23].

Core Insights - The article discusses the investment activities and market presence of Duan Liping, the elder brother of Duan Yongping, highlighting his increasing involvement in the capital market and the performance of Guocheng Mining [4][9]. Group 1: Duan Liping's Investment Activities - Duan Liping has been actively increasing his stake in Guocheng Mining, which has seen a significant stock price increase of approximately 127% from 13.63 CNY to 31.04 CNY per share within a month [5][6]. - Guocheng Mining's recent asset restructuring involves acquiring a 60% stake in Guocheng Industrial, which owns a major molybdenum mine, enhancing its core asset portfolio [6]. - The company also has a lithium mining project with a confirmed lithium oxide reserve of 112.07 million tons, making it the largest of its kind in Asia [8]. Group 2: Shareholding and Market Performance - As of September 30, Duan Liping held a 0.56% stake in Guocheng Mining, ranking ninth among the top ten circulating shareholders [9]. - By the third quarter of 2025, Duan Liping, along with his wife and another shareholder, collectively held 18,448,599 shares, representing 1.64% of the company, with a market value that peaked at approximately 573 million CNY during the stock price surge [11][12]. - Even at a closing price of 22.37 CNY per share on December 3, their combined holdings would still be valued at around 413 million CNY, reflecting a nearly 50% gain since the end of September [12]. Group 3: Business Connections and Collaborations - Duan Liping has maintained connections with the "Bubugao" group, collaborating with figures like Zhang Yuan, who is also involved in various business ventures related to the Bubugao brand [17][18]. - In February, Duan Liping and Zhang Yuan acquired control of Liyuan Co., Ltd. for 3.8 million CNY, a strategic move to enter the automotive parts sector, which is currently a hot market [19][22]. - The original controlling party of Liyuan Co. faced operational difficulties, leading to a pragmatic decision to sell control at a low price, indicating a shift in market dynamics [20][21].

Core Insights - The article discusses the recent activities and investments of Duan Liping, the elder brother of Duan Yongping, highlighting his increasing presence in the capital market and his strategic investments in the mining sector, particularly in non-ferrous metals [4][5][7]. Group 1: Duan Liping's Background and Investments - Duan Liping, born in 1957, is actively involved in the capital market and has been increasing his investments in companies like Guocheng Mining, which has seen a significant stock price increase of approximately 127% from 13.63 CNY to 31.04 CNY per share within a month [4][5][7]. - Guocheng Mining's recent announcements, including a major asset restructuring involving a 60% stake in Guocheng Industry, which owns a significant molybdenum mine, have contributed to its stock performance [7][10]. - Duan Liping holds a 0.56% stake in Guocheng Mining, ranking as the ninth largest circulating shareholder, alongside his wife Wang Xiaomei and Liao Yannan, who are also significant shareholders [8][10]. Group 2: Market Dynamics and Stock Performance - The article notes a broader trend in the non-ferrous metals market, where rising prices of gold and silver have positively impacted related stocks, including Guocheng Mining [5][7]. - The combined holdings of Duan Liping, Wang Xiaomei, and Liao Yannan in Guocheng Mining have increased in value significantly, with their shares worth approximately 4.43 billion CNY after a recent stock price adjustment [10][11]. Group 3: Strategic Collaborations and Acquisitions - Duan Liping has collaborated with other prominent figures in the industry, such as Zhang Yuan, to acquire control of listed companies like Liyuan Co., which was purchased for 38 million CNY, indicating a strategic move into the automotive parts sector [20][21]. - The acquisition of Liyuan Co. is seen as a calculated entry into a lucrative market, focusing on aluminum components for the automotive industry, which is currently a hot sector [21][22].

Core Insights - Mongolia's total export value from January to October 2025 reached $12.231 billion, reflecting a year-on-year decline of 7.4% [1] Export Performance by Commodity - Copper concentrate exports totaled 1.8558 million tons, increasing by 36.7% year-on-year, with a value of $4.531 billion, up 73.1% [1] - Coal exports amounted to 6.49732 million tons, showing a slight decline of 1.4% year-on-year, valued at $4.332 billion, down 40.7% [1] - Iron concentrate exports reached 0.72185 million tons, increasing by 18.5% year-on-year, with a value of $0.52 billion, up 5.3% [1] Other Mineral Exports - Crude oil exports were 2.9598 million barrels, down 13.4% year-on-year, valued at $0.218 billion, a decrease of 20.2% [1] - Fluorspar exports totaled 1.3891 million tons, increasing by 31.5% year-on-year, valued at $0.253 billion, up 1.2% [1] - Zinc concentrate exports reached 0.126 million tons, increasing by 16.8% year-on-year, valued at $0.196 billion, up 25.6% [1] Precious and Other Metals - Gold ore exports were 8.46035 million tons, down 18.7% year-on-year, valued at $0.919 billion, an increase of 15.9% [1] - Tungsten ore exports were 0.001 million tons, increasing by 6.4% year-on-year, valued at $0.014 billion, up 30.9% [1] - Molybdenum ore exports totaled 0.0047 million tons, down 2.8% year-on-year, valued at $0.078 billion, an increase of 2.6% [1]