政策层面聚焦资源保障与生态协同。四川省新一轮找矿行动已获18个市州出资3.14亿元，探获磷矿、萤 石矿等资源量上亿吨，其中凉山州通过探矿权交易实现亿元级收益分成。自然资源部于2月6日发布第六 批生态产品价值实现典型案例，推广"矿+地"等组合供应模式，促进矿业开发与生态保护平衡。同时， 税收数据显示"十四五"期间绿色产业销售收入年均增速超30%，清洁能源发电占比提升至42.6%，反映 绿色转型对资源行业长期结构的重塑作用。 以上内容基于公开资料整理，不构成投资建议。 机构观点 矿业领域并购与合作活跃。证券时报报道，有色金属价格高企推动中资矿企加速资源整合，洛阳钼业 （603993）近期完成巴西金矿收购，紫金矿业（601899）拟以280亿元收购加拿大联合黄金，盛达资源 （000603）也通过并购强化铅锌银资源储备。2月10日，中国有色集团与中国黄金（600916）集团签署 战略合作框架协议，双方将围绕国内外矿产勘查开发、工程建设等领域深化协同。此外，北方稀土 （600111）于2月11日公告2026年项目投资计划，建设项目投资18.94亿元，股权项目投资13.56亿元，以 扩产稀土金属及磁材产能。这些动作可能提 ...

格隆汇2月11日丨盛达资源(000603.SZ)2月11日在接待机构投资者调研时表示，鸿林矿业菜园子铜金矿 工业矿体金金属平均品位2.82克/吨，铜金属平均品位0.48%，证载生产规模39.60万吨/年，目前鸿林矿 业正在按照国家相关规定及法律法规要求试生产运行，并按规定办理安全生产许可证，取得安全生产许 可证后可正式投产，具体产量以正式投产后数据为准。 ...

格隆汇2月11日丨盛达资源(000603.SZ)2月11日在接待机构投资者调研时表示，鸿林矿业菜园子铜金矿 工业矿体金金属平均品位2.82克/吨，铜金属平均品位0.48%，证载生产规模39.60万吨/年，目前鸿林矿 业正在按照国家相关规定及法律法规要求试生产运行，并按规定办理安全生产许可证，取得安全生产许 可证后可正式投产，具体产量以正式投产后数据为准。 ...

南财智讯2月11日电，盛达资源在投资者关系活动中表示，公司未来几年资本开支计划主要包括德运矿 业巴彦包勒格矿区银多金属矿、伊春金石矿业460高地铜钼矿、广西金石矿业妙皇铜铅锌银矿的开发建 设，在产矿山精细化生产与探矿增储，以及银、金、铜等优质金属原生矿产资源项目的并购；公司将综 合运用自有资金、金融机构融资及二级市场融资满足资金需求。 ...

证券代码：000603 证券简称：盛达资源 盛达金属资源股份有限公司投资者关系活动记录表 编号：2026-007 安全生产许可证，取得安全生产许可证后可正式投产。 投资者关系活 动类别 √特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 活动参与人员 中信证券（陈剑凡、赵征）、保宁资本（黄静）、华夏基金（吕佳 玮、张超） 时间 2026 年 2 月 11 日 地点 公司会议室 形式 现场会议 上市公司接待 人员姓名 董事会秘书 王薇 证券事务代表 孙梦瀛 投资者关系经理 丛鹏 交流内容及具 体问答记录 一、公司投资者关系经理丛鹏向投资者介绍了公司基本情况 二、问答交流环节 问：公司下属矿山是否有稀有金属？ 公司下属矿山中，东晟矿业巴彦乌拉银多金属矿保有伴生资源 量（探明+控制+推断）镓金属量 32.01 吨，平均品位 12.7 克/吨；伊 春金石矿业 460 高地岩金矿探矿权矿区内Ⅰ号铜钼矿带伴生矿产资 源量（推断）铼金属量 43,276 千克；广西金石矿业妙皇矿区花蓬- 那宜矿段铜铅锌银矿伴生元素资源量（推断）铟金属量 156 吨，平 均品位 21.23 克 ...

Core Insights - The World Silver Association reported on February 10 that global silver investment demand is expected to remain strong in 2026, supported by geopolitical tensions and uncertainty in U.S. policies [1] - A supply deficit of approximately 67 million ounces is anticipated in the global silver market by 2026, marking the sixth consecutive year of shortage [1] - The international silver price surged significantly at the beginning of the year, reaching a record high of $121.65 per ounce on January 29 [1] - Recent trends indicate a stabilization in international silver prices, leading to adjustments in silver-related stocks [1] Investment Demand - Geopolitical tensions and U.S. policy uncertainty are driving increased investment demand for silver [1] - The strong demand is expected to continue through 2026, indicating a robust market outlook [1] Supply Dynamics - The global silver market is projected to face a supply shortfall of about 67 million ounces in 2026 [1] - This anticipated shortfall represents the sixth consecutive year of supply deficit in the silver market [1] Price Trends - The international silver price reached a historic high of $121.65 per ounce on January 29, 2023 [1] - Following this peak, silver prices have shown a tendency to stabilize, impacting the performance of silver-related stocks [1] Stock Performance - Data indicates that over 80% of silver-related stocks have experienced a pullback of more than 20% compared to their highs earlier in the year [1] - Specific companies such as Silver Nonferrous, Shengda Resources, Hunan Silver, Xingye Silver Tin, and Yuguang Gold Lead have seen pullbacks exceeding 30% [1]

Group 1 - The A-share market saw a collective decline in gold concept stocks, with notable drops including Caibai Co., Ltd. hitting the daily limit down, and Baoding Technology falling over 7% [1] - Other companies such as Silver Industry and Sichuan Gold also experienced significant declines, with drops exceeding 4% and 3% respectively [1] Group 2 - Specific stock performance data shows Caibai Co., Ltd. down by 9.99% with a total market value of 19.1 billion, while Baoding Technology decreased by 7.55% with a market cap of 7.511 billion [2] - Sichuan Gold and Xiaocheng Technology reported declines of 3.74% and 3.59% respectively, with market values of 19.7 billion and 16.2 billion [2] - The year-to-date performance indicates that despite recent declines, some companies like Xiaocheng Technology have seen a significant increase of 94.33% since the beginning of the year [2]

Core Viewpoint - Shengda Resources has experienced a significant stock price increase of 54.72% year-to-date, despite a recent decline of 3.15% over the past five trading days [1]. Group 1: Stock Performance - As of February 10, Shengda Resources' stock price is 47.90 CNY per share, with a market capitalization of 33.05 billion CNY [1]. - The stock has seen a trading volume of 7.08 billion CNY, with a turnover rate of 2.19% [1]. - The stock has been on the "Dragon and Tiger List" four times this year, with the most recent appearance on February 3 [1]. Group 2: Financial Performance - For the period from January to September 2025, Shengda Resources reported a revenue of 1.652 billion CNY, representing a year-on-year growth of 18.29% [2]. - The net profit attributable to shareholders for the same period was 323 million CNY, showing a year-on-year increase of 61.97% [2]. Group 3: Shareholder Information - As of January 30, the number of shareholders for Shengda Resources reached 89,500, an increase of 74.73% from the previous period [2]. - The average number of circulating shares per shareholder is 7,446, which is a decrease of 42.77% from the previous period [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 16.6334 million shares, a decrease of 8.9271 million shares from the previous period [3].

证券代码：000603 证券简称：盛达资源 公告编号：2026-011 盛达金属资源股份有限公司 关于为子公司提供担保暨接受关联方无偿担保的进展公告 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。 特别提示：盛达金属资源股份有限公司（以下简称"公司"）已审批的为合 并报表范围内子公司（以下简称"子公司"）提供担保、子公司之间互相提供担 保、子公司为公司提供担保额度合计超过公司最近一期经审计净资产的 100%， 其中有对资产负债率超过 70%的子公司提供担保，公司及子公司未对合并报表范 围外单位提供担保。 一、担保情况概述 公司分别于 2025 年 4 月 28 日、2025 年 5 月 20 日召开第十一届董事会第八 次会议、2024 年度股东大会，审议通过了《关于公司及子公司 2025 年度担保 额度预计的议案》，同意公司为子公司提供担保、子公司之间互相提供担保、子 公司为公司提供担保额度合计不超过人民币 60 亿元。担保范围包括但不限于流 动资金贷款、项目贷款、并购贷款、银行委托贷款、融资租赁、银行承兑汇票、 保函、保理、开立信用证、票据贴现、资产证券化等 ...

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index up by 0.11%, the Shenzhen Component Index up by 0.65%, and the ChiNext Index also up by 0.65% as of midday [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.38 trillion yuan, a decrease of 63.3 billion yuan compared to the previous trading day, with over 3,800 stocks rising [2] Sector Performance - Active sectors included lithium batteries, energy metals, humanoid robots, and fintech, while traditional sectors like liquor, retail, and AI application stocks weakened [1] - The Chinese medicine and chemical sectors showed notable gains, with the Chinese medicine sector rising by 2.52% [2][7] - The small metals sector rebounded, with stocks like Xianglu Tungsten and Zhangyuan Tungsten hitting the daily limit [7] Notable Stocks - Mingdiao Co. experienced significant trading activity, achieving a "limit-up" with nearly 700 million yuan in transactions and marking its fifth consecutive trading day of gains [3] - Jiangfeng Electronics saw a slight increase of 0.09% after announcing plans to acquire control of Kaide Quartz [9] Economic Indicators - The industrial development plan for traditional Chinese medicine aims for a collaborative development system by 2030, which may positively impact the sector [7]