（文章来源：证券日报） 证券日报网讯 12月30日，中矿资源在互动平台回答投资者提问时表示，公司拥有专业的地质勘查技术 和管理团队，深耕海外地质勘查业务二十余年，在矿山资源评估、勘查技术服务等方面积累了丰富经 验。根据公司第六届董事会第九次会议决议，公司正在开展自有矿山的地质勘查相关工作，相关工作均 按既定安排稳步推进。根据信息披露相关法律法规要求，若后续涉及达到披露标准的资源量/储量变 动，公司将及时履行信息披露义务。 ...

Core Viewpoint - Zhongmin Resources highlighted the extensive applications of cesium products across various industries, emphasizing their irreplaceability and superior performance, which have been recognized and adopted at scale in relevant fields [1] Group 1: Traditional Applications - In traditional sectors, cesium products are primarily used in catalysts, chemical reagents, biotechnology, and pharmaceuticals [1] Group 2: Emerging Applications - In emerging fields, cesium products find applications in atomic clocks, aerospace (ion propulsion engines), renewable energy (magnetohydrodynamic generators), thermionic power generation, solar cells, optoelectronic detectors, specialty glass, and the information industry [1]

Core Viewpoint - The small metals sector experienced a slight decline of 0.2% on December 30, with Haotong Technology leading the losses, while the Shanghai Composite Index remained stable with a negligible change of 0.0% [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 3965.12, showing no change, while the Shenzhen Component Index rose by 0.49% to 13604.07 [1]. - The small metals sector's individual stock performance varied, with notable gainers including Zhongkuang Resources, which increased by 2.66% to a closing price of 79.24, and Huaxi Nonferrous, which rose by 0.95% to 38.30 [1]. Group 2: Trading Volume and Value - Zhongkuang Resources had a trading volume of 248,800 shares, resulting in a transaction value of 1.946 billion yuan [1]. - The overall trading volume and value for the small metals sector indicated significant activity, with various stocks contributing to the total market dynamics [1]. Group 3: Capital Flow - The small metals sector saw a net outflow of 1.937 billion yuan from major funds, while retail investors contributed a net inflow of 2.457 billion yuan [2]. - The capital flow data highlighted that while major and speculative funds withdrew, retail investors were actively buying into the sector [2][3].

Core Insights - The chromium salt industry in China is characterized by a tightly integrated and differentiated supply chain, with chromium ore costs accounting for approximately 30% of total production costs, while domestic reserves are scarce, leading to over 95% reliance on imports [1][5][7] - China is the largest producer and consumer of chromium salts globally, with a production share of around 45%, and the market size is expected to reach 9.41 billion yuan in 2024, projected to exceed 15 billion yuan by 2030 [1][9] - The industry is transitioning towards green transformation, demand upgrades, and supply chain integration, focusing on clean processes and high-end products as the core of growth [1][12] Industry Overview - Chromium salts are inorganic chemical products primarily made from chromium ore through various chemical processes, essential in multiple sectors such as metallurgy, electroplating, leather tanning, pigments, pharmaceuticals, and environmental protection [2][3] - The classification of chromium salts is based on valence state and application, with trivalent and hexavalent chromium salts serving different industrial purposes [3][4] Supply Chain Dynamics - The upstream segment relies heavily on chromium ore, with domestic production only reaching 100,000 to 200,000 tons annually, leading to a high dependency on imports from five countries, including South Africa [5][7] - The midstream sector is focused on processing chromium ore into intermediate products, with a shift towards cleaner production methods, while downstream demand is rapidly expanding into high-end manufacturing sectors such as aerospace and renewable energy [5][8] Market Demand Trends - The global demand for chromium salts is shifting from traditional low-growth sectors to high-growth areas like metallic chromium and high-end electroplating additives, with emerging applications in aerospace and renewable energy driving significant growth [8][9] - In China, the downstream demand is characterized by a dual structure, with traditional sectors stabilizing and new sectors like electric vehicle batteries and aerospace rapidly emerging as key growth drivers [8][9] Competitive Landscape - The chromium salt industry in China is dominated by a few key players, with Zhihua Co., Galaxy Chemical, and Citic Jinzhou Metal collectively holding over 80% market share [10][11] - Leading companies are focusing on advanced production techniques and expanding into high-end applications, while smaller firms are targeting niche markets [10][11] Future Development Trends - The industry is expected to evolve around three main directions: green transformation, demand upgrades, and supply chain integration, with a strong emphasis on clean production technologies and high-value products [12][13] - The competitive focus will shift towards resource control, compliance capabilities, and technological innovation, with leading firms enhancing their market positions through strategic resource acquisitions and integrated operations [12][14]

（记者 王晓波） 中矿资源（002738.SZ）12月29日在投资者互动平台表示，公司赞比亚西北省希富玛铜矿为在产矿山， 公司正在开展自有矿山的地质勘查增储工作，相关工作按计划稳步推进。 每经AI快讯，有投资者在投资者互动平台提问：请问贵司希富玛铜矿和卡布韦铜矿是否在产？目前产 能多少？是否有扩建计划？ ...

证券日报网讯 12月26日，中矿资源发布公告称，公司及控股子公司无逾期担保情况，也无涉及诉讼的 担保及因担保被判败诉而应承担的损失。 （文章来源：证券日报） ...

Group 1: Market Overview - The three major indices continued to rise, with the Shanghai Composite Index recording an 8-day winning streak, suggesting a potential return to 4000 points by year-end. The total trading volume reached 2.18 trillion yuan, a new high for December [1][27]. Group 2: Metal Sector Performance - The non-ferrous metal sector led the market, with the Non-ferrous ETF Huabao (159876) surging by 3.77%, marking a new high since its listing. The sector has seen a nearly 94% increase year-to-date, making it one of the standout sectors [2][5][27]. - The lithium battery supply chain experienced a significant rise, with the main contract for lithium carbonate breaking through 130,000 yuan per ton, reaching a new high since November 2023. The chemical ETF (516020) also saw a price increase of over 2% [3][28]. Group 3: Investment Outlook - Institutions remain optimistic about the non-ferrous metal sector, with China International Capital Corporation (CICC) predicting that non-ferrous and precious metals will be part of the "first tier" of upward trends in 2026 [2][7]. - Analysts believe that the current market rally is supported by improved fundamentals, liquidity, and a favorable macroeconomic environment, with the non-ferrous metal sector being in a "golden era" [7][35]. Group 4: Aerospace and Military Sector - The commercial aerospace sector remains active, with the successful launch of 17 low-orbit satellites using the Long March 8 rocket, contributing to the rise of the General Aviation ETF (159231) and Military Industry ETF (512810), both gaining over 1% [4][29]. - The Military Industry ETF Huabao (512810) reached a new high, with a weekly increase of 6.05%, significantly outperforming the market [11][39]. Group 5: Brokerage Sector Performance - The brokerage sector showed signs of activity, with the top brokerage ETF (512000) rising by 1.89% at one point during the day, although it only closed up 0.86%. The sector has lagged behind the market, with a year-to-date increase of only 3.96% [18][20][30]. - Analysts suggest that the brokerage sector is entering a new growth cycle, driven by factors such as increased market activity and opportunities in direct financing for technology enterprises [22][23].

中矿资源公告称，公司拟与信达租赁开展售后回租融资租赁业务，全资子公司江西中矿新材为其提供不 可撤销的最高额连带责任保证担保，担保最高债权额6亿元。本次担保后，江西中矿新材为公司的担保 总额达29.9亿元，未超公司股东会批准额度。截至2025年9月30日，公司营收48.18亿元，净利润2.04亿 元；2024年营收53.64亿元，净利润7.57亿元。截至公告日，公司及控股子公司对外担保总额48.1亿元， 实际发生担保总额22.99亿元，无逾期担保情况。 ...

证券代码：002738 证券简称：中矿资源 公告编号：2025-057号 中矿资源集团股份有限公司 关于全资子公司为公司融资租赁业务提供担保的公告 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。 中矿资源集团股份有限公司 一、担保情况概述 中矿资源集团股份有限公司（以下简称"公司"或"本公司"）于 2025 年 5 月 15 日召开的 2024 年度股东会审议通过了《关于公司及子公司 2025 年度对外担 保额度预计的议案》，同意公司为合并报表范围内的各级全资及控股子公司（包 含现有及授权期新设立、收购等方式取得的纳入公司合并报表范围内的各级全资 及控股子公司）提供担保；同意合并报表范围内的全资子公司为公司提供担保。 预计 2025 年度前述担保事项累计额度最高不超过人民币 850,000.00 万元（包括 公司与子公司之间、子公司与子公司之间提供的担保金额）。其中，中矿资源（江 西）新材料有限公司（以下简称"江西中矿新材"）为本公司提供的担保额度为人 民币 490,000.00 万元。 公司拟作为承租人与信达金融租赁有限公司（以下简称"信达租赁"）开展售 后 ...

Group 1 - The small metals sector increased by 2.12% on December 26, with Zhongkuang Resources leading the gains [1] - The Shanghai Composite Index closed at 3963.68, up 0.1%, while the Shenzhen Component Index closed at 13603.89, up 0.54% [1] - Zhongkuang Resources saw a closing price of 80.22, with a rise of 8.04% and a trading volume of 305,400 shares, amounting to a transaction value of 2.404 billion yuan [1] Group 2 - The small metals sector experienced a net outflow of 601 million yuan from main funds, while retail investors saw a net inflow of 698 million yuan [2] - The trading data indicates that the main funds had a net inflow of 208 million yuan into China Uranium Industry, while other companies like Xianglu Tungsten and Zhongkuang Resources had varying net inflows and outflows [3] - The overall trading volume and transaction values for various small metal stocks reflect significant activity, with companies like Xiyang Materials and China Rare Earth showing positive movements [2][3]