Core Viewpoint - The company, Tibet Mining (000762.SZ), has clarified its chromium ore expansion target in response to investor inquiries, indicating that the approved mining capacity is currently set at 150,000 tons per year, with potential expansion subject to regulatory approval [2]. Group 1 - The company currently holds mining rights for the southern part of the Robsha 1 mining group and the Robsha mining area [2]. - The approved scale for mining rights is 150,000 tons per year, which may be expanded based on the approval from higher authorities [2].

Group 1 - The core viewpoint of the article indicates that the company's main products, lithium concentrate and ferrochrome, have experienced a decline in both sales volume and price compared to the same period last year due to changes in production and resource endowment [2] - The company is currently in a capacity ramp-up phase following the commissioning of the Zabuye Phase II project, which has resulted in an inability to release production capacity [2] - As a consequence of the aforementioned factors, the company is projected to incur losses in the fiscal year 2025 [2]

同时，该局联合湖北省地质局等单位，通过统筹部署与协同攻关，聚焦鄂西恩施二叠系页岩层系，成功 实现工业气流突破，开拓了非常规气新层系新类型，实现了页岩气勘探从四川盆地向鄂西地区的有效拓 展。该成果形成的成藏理论认识和高效返排技术，将对复杂构造区页岩气勘查部署产生重要指导作用， 具有显著的理论价值与工程实践意义。 记者近日从自然资源部中国地质调查局获悉，我国矿产资源勘查又有新进展，铬铁矿与非常规油气勘查 均获新突破。 铬铁矿是我国紧缺战略性矿产，主要用于冶炼含钴、镍、钨等元素的特种合金。它也是航空、航天、汽 车、造船等领域不可或缺的材料。据介绍，自然资源部中国地质调查局联合新疆维吾尔自治区自然资源 厅，在新疆萨尔托海南矿带覆盖区开展铬铁矿找矿勘查，新发现萨尔托海27矿群，圈定矿体20个，平均 品位30.73%，实现该地区近40年来最大找矿发现，为"十四五"铬铁矿找矿目标任务完成提供了有力支 撑。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 股票代码：000762 股票简称：西藏矿业 编号：临2026-001 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、本期业绩预计情况 1.业绩预告期间:2025年1月1日至2025年12月31日 2.业绩预告情况:预计净利润为负值 1.报告期内，公司主要产品锂精矿、铬铁矿受产量和资源禀赋变化影响，销量和售价较去年同期出现下 滑； 2.扎布耶二期投产后尚处在产能爬坡阶段，产能未能释放。 四、风险提示 报告期内，公司生产经营活动正常。根据《深圳证券交易所股票上市规则》第9.3.1条"上市公司出现下 列情形之一的，交易所对其股票交易实施退市风险警示:(一)最近一个会计年度经审计的利润总额、净利 润、扣除非经常性损益后的净利润三者孰低为负值，且扣除后的营业收入低于3亿元"的规定，如果公司 经审计的2025年度财务数据触及上述规定的指标，公司股票交易可能在2025年年度报告披露后被实施退 市风险警示(股票简称前冠以"*ST"字样)。经初步判断，预计2025年度扣除后营业收入超过3亿元，本次 业绩预告亏损但暂未触及退 ...

Core Viewpoint - The recovery in lithium prices is primarily benefiting mining assets and investment returns rather than evenly distributing across the lithium salt processing segment [5][10]. Group 1: Company Performance Forecasts - Ganfeng Lithium and Tianqi Lithium both released performance forecasts for 2025, indicating a shift from significant losses in 2024 to profitability [3]. - Ganfeng expects a net profit of 1.1 billion to 1.65 billion yuan for 2025, recovering from a loss of 2.074 billion yuan in the previous year [6]. - Tianqi anticipates a net profit of 369 million to 553 million yuan, compared to a loss of 7.905 billion yuan in the same period last year [8]. Group 2: Profit Contribution Analysis - Both companies' profit increases are heavily concentrated in the fourth quarter, closely linked to improvements in upstream resource rights and related investment returns [4]. - Ganfeng's fourth-quarter contribution is estimated to be between 1.074 billion and 1.624 billion yuan, which is crucial for the overall annual results [7]. - Tianqi's fourth-quarter net profit is projected to be between 189 million and 373 million yuan, also significantly impacting the annual profit recovery [8]. Group 3: Investment and Asset Performance - Ganfeng attributes its profit reversal to changes in financial assets and investment returns, including a fair value change gain of approximately 1.03 billion yuan from its holdings in Pilbara Minerals [8]. - Tianqi's profit recovery is supported by increased investment returns from its joint venture SQM, along with gains from currency exchange and reduced asset impairment losses [12][13]. Group 4: Industry Comparison - The recovery in the lithium industry is not uniform; differences arise from resource endowments, cost mechanisms, and production capacity realization [14]. - Yahua Group expects a net profit of 600 million to 680 million yuan for 2025, attributing improvements to rising lithium salt prices and increased sales in the latter half of the year [14]. - Cangge Mining forecasts a net profit of 3.7 billion to 3.95 billion yuan, driven by improvements in both potassium chloride and lithium carbonate businesses [16]. Group 5: Challenges in the Industry - Some lithium salt companies are still facing losses; Shengxin Lithium Energy anticipates a net loss of 600 million to 850 million yuan for 2025 due to industry supply-demand dynamics and exchange losses [16]. - Tibet Mining expects a net loss of 20 million to 40 million yuan, indicating that price rebounds are insufficient to improve current financial statements [17].

中证报中证网讯(记者吴科任)1月30日晚，西藏矿业（000762）发布2025年年度业绩预告，将由盈转 亏。公司预计2025年归母净利润为-4000万元至-2000万元，2024年对应为11174.38万元；预计2025年扣 非净利为-6000万元至-3000万元，2024年对应为7635.20万元；预计2025年实现扣除后营业收入3.2亿元 至3.9亿元，同比下降36.95%-48.26%。 值得一提的是，2025年年尾，西藏矿业"一把手"出现变动。根据当时公告，因工作调整，张金涛申请辞 去公司第八届董事会董事、董事长及战略委员会召集人、提名委员会委员等职务，辞职后将不在公司及 控股子公司担任任何职务。 西藏矿业表示，2025年，公司主要产品锂精矿、铬铁矿受产量和资源禀赋变化影响，销量和售价较2024 年出现下滑；同时，扎布耶二期投产后尚处在产能爬坡阶段，产能未能释放。 扎布耶二期于2025年9月投产，达产后可年产碳酸锂1.2万吨。"目前扎布耶二期产量暂不稳定，我们在 积极协调各合作方攻坚项自，力争早日实现达标达产。"西藏矿业近日回复投资者提问时表示。 ...

每经头条（nbdtoutiao）——核电建设热潮下，设备厂忙到"飞起"！订单已排至2028年，员工三班倒， 产线24小时不停 每经AI快讯，西藏矿业1月30日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润亏损2000 万元~4000万元，同比由盈转亏。基本每股收益亏损0.038元至0.077元。上年同期基本每股收益盈利0.21 元。业绩变动主要原因是，报告期内，公司主要产品锂精矿、铬铁矿受产量和资源禀赋变化影响，销量 和售价较去年同期出现下滑；扎布耶二期投产后尚处在产能爬坡阶段，产能未能释放。 （记者 王晓波） ...

Core Viewpoint - Tibet Mining (000762.SZ) expects a loss of 20 million to 40 million yuan in 2025, representing a decrease of 117.90% to 135.80% compared to the same period last year, with a non-recurring loss of 30 million to 60 million yuan and operating revenue of 330 million to 400 million yuan [1] Financial Performance - The company anticipates a loss of 20 million to 40 million yuan for 2025, which is a significant improvement from the previous year's loss [1] - Non-recurring losses are projected to be between 30 million and 60 million yuan [1] - Expected operating revenue is estimated to be between 330 million and 400 million yuan [1] Product Performance - The main products, lithium concentrate and ferrochrome, experienced a decline in both sales volume and price compared to the same period last year due to changes in production and resource endowment [1] - The second phase of the Zhabuye project is still in the capacity ramp-up stage, and production capacity has not yet been fully released [1]

西藏矿业公告称，2025年营收预计3.30亿 - 4.00亿元，同比降35.71% - 46.96%；归属于上市公司股东的 净利润预计亏损2000.00万 - 4000.00万元，同比下降117.90% - 135.80%。业绩变动主因是主要产品锂精 矿、铬铁矿销量和售价下滑，扎布耶二期产能未释放。初步判断，虽业绩预亏但扣除后营收超3亿元， 暂未触及退市风险警示情形。 ...

南财智讯1月30日电，西藏矿业发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为亏 损2000.00万元至4000.00万元；预计2025年全年归属于上市公司股东的扣除非经常性损益的净利润为亏 损3000.00万元至6000.00万元。业绩变动原因说明：报告期内，公司主要产品锂精矿、铬铁矿受产量和 资源禀赋变化影响，销量和售价较去年同期出现下滑；扎布耶二期投产后尚处在产能爬坡阶段，产能未 能释放。 ...