长江商报消息时隔8个月，金徽股份（603132）(603132.SH)要将甘肃豪森矿业有限公司(以下简称"豪森 矿业")全部收入"囊中"。 8月15日晚间，金徽股份公告显示，公司拟以现金3.8亿元收购子公司豪森矿业剩余51%的股权，收购完 成后公司将持有豪森矿业100%的股权。 2024年12月，金徽股份公告称，拟以现金2.7亿元收购豪森矿业49%的股权。 由此来看，金徽股份收购豪森矿业100%，合计拟花费6.5亿元。 豪森矿业近5年一直处于探矿勘查阶段，未进行经营活动，目前该公司实际持有2宗探矿权。 公告显示，交易对方承诺标的公司2027年开始后的三年(如2027年无法达产，达产时间根据实际情况顺 延)，每年净利润不低于1.02亿元，三年合计3.06亿元。 标的增值率为2204.87% 8月15日晚间，金徽股份发布公告称，公司为积极推动江洛矿区资源整合项目及公司生产经营需要，拟 以现金3.8亿元收购子公司豪森矿业剩余51%的股权，收购完成后公司将持有豪森矿业100%的股权。 公告显示，截至评估基准日2024年10月31日，豪森矿业经审计后的资产总计为1.83亿元，负债总计为 2.09亿元，所有者权益总计为- ...

Core Viewpoint - Jinwei Mining Co., Ltd. reported a revenue of 792 million yuan for the first half of 2025, marking a 10.5% year-on-year increase, and a net profit of 253 million yuan, up 19.62% year-on-year, while announcing a cash dividend of 2 yuan per 10 shares [1][3] Group 1: Financial Performance - The company achieved a revenue of 792 million yuan in H1 2025, reflecting a 10.5% increase compared to the previous year [1] - The net profit attributable to shareholders reached 253 million yuan, representing a year-on-year growth of 19.62% [1] - The company plans to distribute a total cash dividend of approximately 196 million yuan (including tax) to shareholders [1][3] Group 2: Operational Highlights - Jinwei Mining's main business includes the exploration, mining, processing, and sales of lead, zinc, and silver, with a production capacity of 178,000 tons per year [1] - The increase in revenue is primarily driven by higher production and sales volumes of zinc, with production reaching 33,400 tons and sales at 33,300 tons, marking increases of 8.81% and 9.66% respectively [1] - The company is actively engaged in resource integration, with significant progress in the construction of the Xiejiaogou flotation plant, expected to meet trial production conditions by the end of 2025 [4] Group 3: Strategic Acquisitions - Jinwei Mining announced plans to acquire the remaining 51% stake in Gansu Haosen Mining Co., Ltd. for 380 million yuan, aiming for full control of this key resource platform [1][4] - The acquisition is expected to enhance the company's resource integration and operational efficiency, with significant potential for future resource development [5] - The acquired mining rights are projected to contribute stable profits starting from 2027, with a commitment from the seller to ensure a minimum net profit of 102 million yuan annually for three years post-2027 [5] Group 4: Innovation and Market Position - The company has undertaken 12 research projects in various fields, resulting in the acquisition of one invention patent and two utility model patents, showcasing its commitment to technological innovation [2] - Despite fluctuations in zinc and lead prices, Jinwei Mining has demonstrated resilience and growth, attributed to its strong resource reserves and effective cost management [2]

Core Viewpoint - Jinhui Mining Co., Ltd. reported a significant increase in revenue and net profit for the first half of 2025, driven by higher sales of zinc and lead concentrates, despite challenges in the market [2][3][4]. Company Overview and Financial Indicators - The company, Jinhui Mining Co., Ltd., operates in the non-ferrous metal mining and processing industry, primarily producing zinc and lead concentrates [3]. - As of June 30, 2025, the company reported an unallocated profit of RMB 419,310,754.97, with a proposed cash dividend of RMB 2.00 per 10 shares, totaling RMB 195,600,000.00 [2][3]. - Key financial metrics for the first half of 2025 include: - Revenue: RMB 791,609,650.96, a 10.50% increase from the previous year - Total profit: RMB 293,191,476.61, a 22.81% increase - Net profit attributable to shareholders: RMB 253,123,196.86, a 19.62% increase [2][3][4]. Industry and Main Business Situation - The industry faced a 13.07% decline in zinc prices due to a shift in supply-demand dynamics, with a recovery in smelting profits and increased refined zinc supply [4][5]. - The company's main business includes exploration, mining, processing, and sales of lead, zinc, and silver resources, with a production capacity of 178,000 tons per year [4][5]. Operational Performance - The company achieved a revenue of RMB 79,160.97 million, a 10.50% increase year-on-year, and a net profit of RMB 25,143.47 million, a 20.54% increase [4][5]. - Production volumes for key products included: - Zinc concentrate: 33,361.58 tons produced - Lead concentrate (including silver): 10,819.24 tons produced [4][5]. Major Developments - The company is advancing the construction of the Xielong flotation plant, with significant progress in various stages of construction expected to be operational by the end of 2025 [4][5]. - The company has also acquired a 49% stake in Haosen Mining, enhancing its asset portfolio [4][5]. Competitive Advantages - The company emphasizes green development, having received multiple awards for its environmental practices and sustainable mining operations [6][7]. - It possesses rich lead and zinc resource reserves, supported by a strong geological exploration team and advanced mining technologies [6][7]. Financial Status and Investment Activities - The company reported a total asset value of RMB 7,490,603,026.37, with a net asset value of RMB 3,488,807,854.39 as of June 30, 2025 [2][3]. - The company has increased its investment in geological exploration and project construction, indicating a commitment to future growth [4][5].

Group 1 - The core issue involves the investigation of the controlling shareholder, Tachen International, by the China Securities Regulatory Commission for suspected violations of information disclosure, which does not directly affect the operations of Tibet Summit [1][2] - Tachen International's shares in Tibet Summit have faced multiple legal issues, including a judicial freeze of 127 million shares due to debt disputes, leading to a significant reduction in its ownership stake from 350 million shares to 28.065 million shares, representing only 3.07% of the total share capital [1][2] - Following the announcement of the investigation, Tibet Summit's stock price dropped significantly, with a decline of over 7% at one point, closing at 10.41 yuan per share, a decrease of 6.38% [2] Group 2 - Tibet Summit's main business activities include the mining and processing of non-ferrous metals, with key products such as lead concentrate, zinc concentrate, copper concentrate, and crude lead [3] - The company has projected a substantial increase in net profit for the first half of 2025, estimating a range of 204 million to 306 million yuan, which represents a year-on-year growth of 59.31% to 138.96% [3]

Core Viewpoint - The company has completed the acquisition of a 49% stake in Gansu Haosen Mining Co., Ltd. from Gansu Yate Investment Group Co., Ltd., which will be included in the consolidated financial statements starting January 2025 [1][2]. Financial Data - The company reported a net profit of CNY 476,964,276.27 for 2024, a year-on-year increase of 39.06% [18]. - The revenue for 2024 was CNY 1,539,059,099.66, reflecting a 19.97% increase compared to the previous year [18]. - The company produced 61,559.71 tons of zinc concentrate and 20,669.25 tons of lead concentrate (including silver) in 2024 [18]. Shareholder Information - The company plans to distribute a total cash dividend of CNY 381,420,000.00 for 2024, which represents 79.97% of the net profit attributable to shareholders [20]. - The company has established a three-year dividend return plan, committing to distribute at least 30% of the annual distributable profit in cash [25]. Corporate Governance - The company held its second board meeting on April 18, 2025, where all resolutions were passed unanimously [8][9]. - The company emphasizes compliance with laws and regulations, having conducted multiple board and shareholder meetings to ensure effective governance [22]. Future Plans - For 2025, the company aims to produce over 100,000 tons of lead and zinc concentrates and continue resource integration projects [24]. - The company will enhance its focus on technological innovation and improve the conversion of research results into practical applications [26]. Use of Funds - The company plans to temporarily use up to CNY 60 million of idle raised funds to supplement working capital, ensuring it does not affect the normal implementation of investment projects [32][37].