新华社济南10月5日电（记者 王鸿硕）在山东省招远市夏甸镇灵雀山北的一处金矿探矿靶区内，3台钻机发出阵阵轰鸣，4名施工队员操作钻杆， 将3米长、上百斤重的岩心分段取出。今年国庆中秋假期，该矿区40余名队员依然坚守在岗位上。 山东省地矿局第六地质大队地质勘查一处副主任杨真亮介绍，3台钻机计划钻探深度近2000米，为防止地层渗水引发孔壁坍塌掩埋钻头，钻机一 旦开机，钻探便不能中断。 跋山涉水，风餐露宿，攻坚克难，六队60多年来累计查明金资源量2810余吨，成为全国找金最多的地质队。近年来，为寻找更多矿产资源，年轻 人接过前辈手中的地质锤，走出山东，走向西部，走向全世界。 "地质学研究是以百万年为单位的，可人的一生大多只有几十年。遇见你，是故事的开始，相伴到底，是余生的欢喜。"这是27岁的地质队员赵博 对女友的深情告白。此时此刻，他与恋人相隔4000余公里，正在新疆精河县的一处白钨矿靶区进行地质勘探。 白钨矿是一类特殊的矿种，在紫外光照射下会发出蓝色荧光，勘探时需在夜晚用紫外灯照射岩心来检验，这意味着赵博和同事们结束白天的工作 后，晚上10点还要再次上山。他说，矿区位于海拔4000多米的山上，临近中秋，夜间气温已低 ...

格隆汇9月26日丨罗平锌电(002114.SZ)公布，公司全资子公司普定县德荣矿业有限公司金坡铅锌矿（简 称"金坡铅锌矿"）《采矿许可证》于2024年12月25日到期，根据规定，金坡铅锌矿自《采矿许可证》到 期日即停止一切采矿活动。2025年9月26日，金坡铅锌矿取得由安顺市自然资源局核发的新的《采矿许 可证》。2025年9月26日，金坡铅锌矿取得由安顺市自然资源局颁发的《不动产权证书》（采矿权）。 ...

格隆汇9月26日丨罗平锌电(002114.SZ)公布，公司全资子公司普定县德荣矿业有限公司金坡铅锌矿（简 称"金坡铅锌矿"）《采矿许可证》于2024年12月25日到期，根据规定，金坡铅锌矿自《采矿许可证》到 期日即停止一切采矿活动。2025年9月26日，金坡铅锌矿取得由安顺市自然资源局核发的新的《采矿许 可证》。2025年9月26日，金坡铅锌矿取得由安顺市自然资源局颁发的《不动产权证书》（采矿权）。 ...

（记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：当地时间9月24日，印尼格拉斯伯格矿区运营方、美国 矿业巨头自由港-麦克莫兰铜金公司宣布，因山体滑坡导致矿难，预计三季度铜销售额将因此下滑，全 面复工时间推迟至2026年上半年。受此影响，国际铜价应声走高，纽约铜期货价格创下两个月来新高。 公司拥有巨多矿产资源，请问具体开发情况，能给公司带来多少收益？ 和邦生物（603077.SH）9月26日在投资者互动平台表示，2025年上半年，矿业板块为公司合计产生利 润超过1.42亿元，其中磷矿已成为最大的利润贡献来源，磷矿石销售持续维持高景气度，产销两旺、量 价均高：马边烟峰磷矿在上半年实现销售约40.81万吨；汉源刘家山磷矿已有稳定的工程矿采出，公司 加大下游客户的开发和跟踪，预计刘家山磷矿形成销售后将继续为公司增厚利润；澳洲AEV磷矿按照 既定的工作目标全面推进，预计2025年年底产出工程矿。 澳洲金矿项目初勘工作已完成，目前AEV管 理层正在评估初勘数据并根据该数据筹划下一步勘探工作。新疆的铜矿、铅锌矿的初勘工作仍在持续 中，公司的勘探团队克服了高海拔、缺氧等恶劣作业环境的条件，按计划推进钻槽工作。 ...

司资源家底，国内打造西北（青海、内蒙）资源开发基地，国外 打造中亚（哈萨克斯坦）、东南亚（印尼）资源开发基地，同时 积极争取"一带一路"沿线国家资源开发机会，重点开发服务年 限在十五年以上的中大规模资源项目。 4.公司工程承包业务竞争力优势？ 证券代码：000758 证券简称：中色股份 中国有色金属建设股份有限公司 投资者关系活动记录表 编号：2025-010 | | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 □业绩说明会 | | 动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他（请文字说明其他活动内容） | | 活动参与人员 | 中信证券 陈剑凡 | | | 华夏基金 易航 | | | 中信资管 于聪 | | | 华夏未来资本 荣景昱 | | | 招商信诺 柴若琪 | | | 上市公司接待人员： | | | 董事会秘书 朱国祥 | | | 证券事务代表 赵旸 | | 时间 | 年 月 日 2025 9 26 | | 地点 | 中国有色大厦会议室 | | 形式 | 线下交流 | | | 1.介绍公司基本情况 | | | 中色 ...

Core Viewpoint - Chengdu Road and Bridge (002628) announced on September 18 that its wholly-owned subsidiary, Sichuan Chenglu Juyuan New Material Technology Co., Ltd., has acquired mining rights for one fluorite mine and one lead-zinc mine, along with two exploration rights through cash purchase [1] Group 1 - The fluorite mining right has a production capacity of 150,000 tons per year [1] - The lead-zinc mining right has expired [1] - The company is accelerating the process of obtaining a safety production license for the fluorite mining right and is formulating an exploration plan for the 15.8779 km exploration rights [1] Group 2 - There remains a certain level of uncertainty regarding the mass production, processing, and sales of the minerals [1]

Group 1 - The company, Hunan Gold (002155.SZ), stated on September 16 that its early-stage open-pit mining was solely for gold, but the open-pit has now been closed, and the main mineral type is currently lead-zinc, with a small amount of gold and silver as by-products [1] - An investor raised a question regarding the company's claim that its controlling shareholder, entrusted with managing the Dafa Mining Company, primarily focuses on lead-zinc, with a small amount of gold and silver as by-products, thus not constituting a competitive issue with Hunan Gold [3] - The investor pointed out a potential contradiction in the naming of the Cat Ear Ridge Gold Mine, questioning why it is named a gold mine if the main mineral is lead-zinc, suggesting that there may still be a competitive issue that the controlling shareholder cannot evade [3]

Group 1: Company Performance - In the first half of 2025, the company achieved an operating income of 31.089 billion yuan, a year-on-year increase of 1.54% [1] - The net profit attributable to shareholders was 559 million yuan, reflecting a year-on-year growth of 3.12% [1] - The company produced 125,400 tons of refined lead and zinc metals, with domestic mines contributing 76,000 tons [1] Group 2: Stock Issuance and Financial Strategy - The company plans to issue A-shares to raise no more than 1.5 billion yuan, aimed at supplementing working capital and repaying bank loans [2] - The funding from the controlling shareholder, Guangsheng Holdings Group, is expected to help reduce the asset-liability ratio and alleviate financial pressure [2] - The issuance is pending approval from the Shenzhen Stock Exchange and the China Securities Regulatory Commission, with uncertain timelines for approval [2] Group 3: Resource and Exploration Activities - The company prioritizes resource strategy, aiming to build a globally competitive non-ferrous metal industry chain [3] - As of the end of 2024, the company holds metal resources of 7.13 million tons of zinc, 3.66 million tons of lead, and 1.43 million tons of copper [3] - The company has successfully acquired several mining rights in Guangdong Province, enhancing its resource development capabilities [3] Group 4: New Materials Sector - The company has entered the high-end new materials sector through innovation and acquisitions, focusing on advanced materials [4] - Its subsidiary, Zhongjin Technology, specializes in high-performance powder materials and has received multiple national awards [4] - In 2023, the company acquired a leading domestic enterprise in the thermal bimetal sector, furthering its capabilities in composite metal materials [5]

Core Viewpoint - China Metallurgical Group Corporation (China MCC) experienced a stock price increase of over 8% following the release of its interim results, despite a decline in revenue and profit [1] Financial Performance - The company reported a revenue of 237.53 billion RMB, a year-on-year decrease of 20.52% [1] - Shareholder profit was 3.10 billion RMB, down 25.31% year-on-year [1] - Quarterly analysis shows Q1 and Q2 revenues decreased by 18% and 23% respectively, while net profit attributable to shareholders saw a decline of 40% in Q1 but a slight increase of 1% in Q2 [1] Operational Highlights - In the first half of the year, three operational mines generated a total revenue of 2.8 billion RMB, an increase of 3% year-on-year [1] - The attributable profit from these mines was 550 million RMB, up 29% year-on-year, accounting for 18% of the company's net profit [1] - Specific contributions from individual mines include 230 million RMB from Ruimu Nickel-Cobalt Mine, 150 million RMB from Shandake Copper-Gold Mine, and 170 million RMB from Duda Lead-Zinc Mine [1] Future Prospects - The approval process for the Sia Dike Copper Mine project in Pakistan has been fully applied for and is largely approved [1] - The Aynak Copper Mine in Afghanistan is accelerating preliminary preparations, including feasibility studies and access road construction [1] - The commencement of production at these two mines is expected to significantly enhance the performance contribution from the resource sector, indicating considerable potential for value reassessment [1]

Core Viewpoint - China Metallurgical Group Corporation (China MCC) has shown a significant year-on-year growth in its Q2 performance, with a non-recurring profit increase of 31%, leading to a "Buy" rating from Tianfeng Securities [1] Financial Performance - In H1 2025, China MCC reported a revenue of 237.53 billion, a decrease of 20.52% year-on-year, with net profit attributable to shareholders at 3.10 billion, down 25.31% [1] - Q2 alone saw a revenue of 115.26 billion, a decline of 22.59%, but a slight increase in net profit attributable to shareholders by 1.43% [1] - The company adjusted its net profit forecasts for 2025-2027 to 6.15 billion, 6.66 billion, and 7.27 billion respectively [1] Business Segments - In H1 2025, revenue from engineering contracting, specialty businesses, and comprehensive real estate was 216.91 billion, 18.31 billion, and 4.80 billion respectively, with declines of 21.79%, 5.23%, and 4.63% [2] - The mining resources segment showed potential with profits from various projects, including 230 million from the Papua New Guinea nickel-cobalt project and 150 million from the Pakistan copper-gold project [2] - The company is advancing the feasibility studies and road construction for the Afghanistan Aynak copper mine, with 8.9 kilometers of the access road completed [2] Contracting and Orders - In H1 2025, new contracts signed totaled 548.2 billion, a decrease of 19.1%, but the core business segments of metallurgy and non-ferrous mining saw an increase in their share of new contracts [3] - The company achieved a significant milestone with the signing of the first overseas low-carbon ironmaking project in Brazil [3] - New contracts in overseas markets reached 57.69 billion, reflecting a year-on-year increase of 32.5% [3] Profitability and Cash Flow - The overall gross margin for H1 2025 was 10.09%, an increase of 1.04 percentage points year-on-year, with a net profit margin of 1.71% [4] - Operating cash flow showed improvement with a net outflow of 21.99 billion, a reduction of 6.42 billion compared to the previous year, attributed to enhanced collection efforts and cost-cutting measures [4] Earnings Forecast - Recent earnings forecasts from various institutions indicate a range of net profit predictions for 2025, with estimates varying from 6.09 billion to 8.16 billion [6]