盛达资源（000603.SZ）1月9日在投资者互动平台表示，金山矿业生产能力将逐渐递增至采矿许可证核 准的生产规模48万吨/年。金山矿业采矿作业除受春节假期和天气寒冷因素影响短暂停工外，基本满年 生产，金山矿业根据气温和采矿情况，一定程度上灵活调整选矿作业时间。若金山矿业获得产能扩建的 批复，公司会按照有关法律法规的规定和要求及时履行信息披露义务。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问金山矿业48w吨技改项目目前是否已经完全达产？ 根据之前公司披露的相关信息，金山矿业目前冬季可以不停产，该信息是否属实？另外，在内蒙古政府 网站看到公司启动了金山矿业额仁陶勒盖Ⅲ-Ⅸ矿段银矿采矿90万吨/年扩能项目，请介绍一下这个项目 的具体情况、进展及投产日期。 ...

Group 1: Market Insights - Morgan Stanley is optimistic about the Chinese stock market, raising the A-share rating to "overweight" due to multiple positive incremental drivers expected next year, such as broader applications of artificial intelligence and consumer stimulus measures [1] - The National Development and Reform Commission warns against the risk of oversaturation in the humanoid robot market, noting that the industry is growing at over 50% annually and is projected to reach a market size of 100 billion yuan by 2030 [2] - The State Administration for Market Regulation is enhancing anti-monopoly enforcement and promoting fair competition to create a market environment that stimulates the vitality of various business entities [3] Group 2: Company News - Moore Threads reported that online investors abandoned the subscription of 29,302 shares, which were fully underwritten by the sponsor, with a total subscription amount of 334.86 thousand yuan [3][4] - Dongxin Co. announced a strategic cooperation framework agreement with a leading domestic cloud computing service provider, focusing on areas such as domestic cloud desktop systems and digital twin solutions [4] - Huayang Group is indirectly supplying optical communication module components to NVIDIA through international clients [4] - Guofeng New Materials plans to acquire 46.26 million shares of Jinzhan Technology, with the Shenzhen Stock Exchange agreeing to resume the review of this transaction [4] - Hunan Gold's subsidiary obtained a mining license for tungsten, magnetite, and silver, with an annual production capacity of 990,000 tons [5] - Jereh Group signed a sales contract for generator sets for North American data centers, exceeding 100 million USD, marking a significant breakthrough in the high-end power market [7] - Saiwei Electronics experienced abnormal stock trading, with the National Integrated Circuit Fund reducing its holdings by 14.26 million shares, dropping below 5% ownership [8] - Fulei New Materials has completed multiple iterations of its self-developed "electronic skin" product and achieved bulk supply, transitioning from a material supplier to a smart sensing solution provider [9] - Tianpu Co. announced a suspension of trading due to significant stock price fluctuations, with a cumulative increase of 452% since August 22 [10] - FAW Jiefang plans to increase capital in its joint venture with CATL and Telda, totaling 412 million yuan, to enhance competitiveness in the new energy commercial vehicle sector [11] - Heng Rui Medicine received clinical trial approval for five drugs, including the anti-PD-L1 monoclonal antibody, with significant research and development investments [12]

每经AI快讯，11月27日，湖南黄金(002155.SZ)公告称，公司控股子公司新邵四维矿产有限公司通过探 转采方式取得一宗采矿许可证，证号为C1000002025043218000754，矿山名称为新邵四维矿产有限公司 新邵县潭溪钨矿，开采矿种包括钨矿、磁铁矿、银矿，生产规模为99万吨/年，矿区面积为1.3336平方 公里，有效期限为20年。新邵四维完成湖南省新邵县潭溪银金钨多金属探矿权变更后于2025年11月27日 领取该采矿许可证。该事项对公司当期经营业绩不会产生重大影响。 ...

Core Insights - Hunan Gold announced that its subsidiary Xinshao Siwei obtained a mining license for the Tanxi Tungsten Mine on November 27, 2025 [1] - The mine has a production capacity of 990,000 tons per year and the license is valid for 20 years [1] - As of September 30, 2025, Xinshao Siwei reported total assets of 46.06 million yuan and net assets of 39.06 million yuan, with no revenue and a net loss of 328,900 yuan for the first nine months of 2025 [1] Company Summary - Xinshao Siwei is 76.48% owned by Hunan Xinlong Mining [1] - The mining operations will focus on tungsten, magnetite, and silver [1] - The recent licensing is not expected to have a significant impact on current performance due to uncertainties in mineral development and the need for further work before mining can commence [1]

Core Viewpoint - Shengda Resources (000603.SZ) is focusing on increasing production capacity and optimizing recovery rates in its mining operations, with significant developments expected in the coming years [1] Group 1: Production Capacity and Operations - Jinshan Mining is currently adjusting its recovery rates, with production capacity expected to gradually increase to 480,000 tons per year by next year [1] - Dongsheng Mining is in the process of mine construction, aiming for completion by 2026 [1] - The mining area will utilize a processing agreement with the company's subsidiary, Yindu Mining, for sales after processing [1] Group 2: Mining Licenses and Resources - Dongsheng Mining has obtained a mining license for the Bayannur Silver Polymetallic Mine, with a production scale of 250,000 tons per year [1] - The average silver content in the mine is reported to be 284.90 grams per ton [1]

Core Points - The company announced that its wholly-owned subsidiary, Chifeng Yongjin Mining Co., Ltd., received a mining rights certificate on November 14, 2025 [1] - The mining rights certificate pertains to the Longtoushan Gold Mine located in Chifeng City, covering an area of 2.4278 square kilometers [1] - The mining rights are valid from October 1, 2025, to September 30, 2028, with the main mineral being gold and associated minerals being silver [1] Summary by Sections - **Mining Rights Certificate Information** - Certificate Number: DC1500002013094220131685 [1] - Mining Area: 2.4278 square kilometers [1] - Mining Depth: 410.0000 meters to 1100.0000 meters elevation [1] - Mining Rights Holder: Chifeng Yongjin Mining Co., Ltd. (Unified Social Credit Code: 91150428MAC1QRYT9M) [1] - **Company's Commitment** - The company will continue to monitor the developments regarding the gold mine and will fulfill its information disclosure obligations in accordance with relevant laws and regulations [1]

Core Viewpoint - The announcement by Hengstar Technology regarding the acquisition of mining rights for the Longtoushan Gold Mine indicates a strategic move to enhance its resource portfolio and operational capabilities in the mining sector [1] Company Summary - Hengstar Technology's wholly-owned subsidiary, Chifeng Yongjin Mining Co., Ltd., received a mining rights certificate from the Chifeng Natural Resources Bureau on November 14, 2025 [1] - The certificate pertains to the Longtoushan Gold Mine, covering an area of 2.4278 square kilometers with a mining depth ranging from 410.0000 meters to 1100.0000 meters [1] - The primary mineral extracted will be gold, with silver as a by-product, and the rights are valid from October 1, 2025, to September 30, 2028 [1] Industry Summary - The acquisition of mining rights reflects ongoing developments in the mining industry, particularly in gold and silver extraction, which may influence market dynamics and investment opportunities [1]

Group 1 - Company Xingxing Technology (002132.SZ) announced that its wholly-owned subsidiary, Chifeng Yongjin Mining Co., Ltd., received the "Real Estate Property Certificate (Mining Rights)" from the Chifeng Natural Resources Bureau on November 14, 2025 [1] - The mining rights certificate pertains to the Longtoushan Gold Mine, located in Chifeng City, Kalqin Banner, covering an area of 2.4278 square kilometers [2] - The mining rights are valid from October 1, 2025, to September 30, 2028, with the main mineral being gold and associated minerals including silver [2]

Core Viewpoint - The company Stellar Technology (002132) announced that its wholly-owned subsidiary, Chifeng Yongjin Mining Co., Ltd., received a mining rights certificate for the Longtoushan Gold Mine, indicating a significant development in its mining operations [1] Group 1 - The mining rights certificate was issued by the Chifeng Natural Resources Bureau on November 14, 2025 [1] - The area of the Longtoushan Gold Mine is 2.4278 square kilometers, primarily focused on gold mining with silver as a byproduct [1] - The rights for the mining operation are valid from October 1, 2025, to September 30, 2028 [1]

Core Viewpoint - Western Mining has successfully acquired exploration rights for the Chating copper polymetallic mine, marking a significant step in strengthening its resource reserves and expanding its industry layout [1][2]. Group 1: Acquisition Details - Western Mining's subsidiary, Tibet Yulong Copper Co., Ltd., won the exploration rights for the Chating copper polymetallic mine in Anhui Province with a bid of 8.60893 billion yuan [1]. - The exploration rights cover various minerals, including copper, lead, zinc, gold, silver, and natural sulfur [1]. Group 2: Company Overview - Western Mining is a key mining enterprise in China's western region, with a diverse portfolio that includes copper, lead, zinc, iron, and other critical minerals [2]. - The company operates across the entire mineral industry chain, including mining, smelting, and trading of various metals, as well as rare and non-metallic products [2]. Group 3: Financial Performance - In the third quarter of 2025, Western Mining reported a revenue of 48.442 billion yuan, a year-on-year increase of 31.9%, and a net profit of 2.945 billion yuan, up 7.8% [3]. - The company experienced growth in mineral production, with copper output increasing by 1.32%, zinc by 19.92%, and lead by 21.02% compared to the previous year [3]. - As of the end of the third quarter, the company had a net cash flow from operating activities of 8.81 billion yuan and cash reserves of 7.256 billion yuan [3].