Mining related stocks Mining related concept stocks of listed companies

March into the upstream industrial chain

Baotou Steel (6000 10)

The company is one of the three largest rail manufacturers in China and the top ten steel enterprises in China, mainly producing pig iron, crude steel and steel. On March 20 1 1, the company announced its intention to acquire the mining rights of Barun Mining and Bayan Obo Iron Mine, which are wholly owned by the Group. The resource reserve of this mine is 667 million tons, which is open-pit mined magnetite with an average grade of 32%. At present, its150,000 tons/year mining project has been put into production, and the production capacity will be gradually released. 10 September, the shareholders' meeting passed this private placement plan, and the company issued no more than 163 billion shares at a price of not less than 3.67 yuan/share, which was used to acquire 0/00% equity of Barun Mining/kloc-0 and the mining right of the west mine of Baiyun Obo Iron Mine. If the acquisition is completed, the proportion of iron concentrate produced by the company will be greatly increased, the industrial chain will expand upstream, and the cost advantage will be enhanced.

Liang Hai Stock (002203)

The company's main products include copper tubes and rods, and it is the second largest manufacturer of copper tubes and rods in China. The company's copper tube export sales volume is close to 40% of the national export volume, and its international competitiveness is increasing. In the middle of 20 10, the company decided to buy/0/0,000 shares of Honghe Henghao Mining Co., Ltd. held by Jinping Tianhui Investment Co., Ltd. again with its own funds at the price of 4.5 yuan/share, with a transaction amount of 45 million yuan. After the completion of this transaction, the company holds 50 million shares of Henghao Mining, accounting for 65,438+02.89% of the total share capital after the additional issuance of Henghao Mining. Since May 20 10, the company has acquired the equity of Henghao Mining for many times. Henghao Mining is engaged in the development and smelting of nickel resources, and there are nonferrous metal mineral resources such as nickel and copper, which will further control the upstream resources and improve the competitiveness of enterprises.

China Nonferrous Group Company (000758)

The company is mainly engaged in non-ferrous metal mining and smelting, and its products mainly include lead-zinc concentrate, zinc ingot, zinc alloy and rare earth oxide. On July 8, 201/year, the company announced the establishment of a joint venture with Yixing Xinwei Group (the company holds 5 1%). China Rare Earth will be built into the largest rare earth separation enterprise in South China, with an estimated separation capacity of 1.7 million tons. Xinwei Group promises to integrate the rare earth-related assets of China Rare Earth Holdings Co., Ltd. and inject medium rare earth. The company cooperates with Yixing Xinwei Group to carry out exploration and mining projects of metals, industrial raw materials, minerals and ores in northern Myanmar and other regions, and the two sides set up joint ventures in Myitkyina, Myanmar and Tengchong, Yunnan respectively. At the same time, the company is actively implementing the alumina project in Laos and acquiring the control right of Angus lead-zinc mine by subscribing for additional shares of TZN Mining Company in Australia. The company's business gradually expanded to upstream raw materials.

Punai Stock (002225)

As the leader of domestic refractory industry, the company has the ability to contract all refractories in metallurgical industry as a whole. The company's business is mainly limited by the development of downstream industries such as steel. On March 20 1 1, the company announced the acquisition of the equity of Haicheng Neighborhood Mining Company, realizing the mining right of magnesite and carrying out the subsequent mine construction. The main asset of Linli Mining is the mining right of magnesite. The mine has a production scale of 200,000 tons/year and a resource reserve of 7.27 million tons. After the acquisition of Linli Mining, the company is expected to invest about 50 million yuan for the new mine infrastructure of Linli Company. The acquisition initially established the company's magnesia raw material base, which will play an important role in stabilizing the supply and quality of refractory raw materials and enable the company's business to enter the upstream resource field.

The other stocks are Baotou Steel Rare Earth (60011), Tongling Nonferrous Metals (000630), Guangsheng Nonferrous Metals (600259), Hengyuan Coal and Electricity (60097 1) and Lu 'an Huaneng (60/kloc-0). Xiangtan electrochemical (002/KOOC-0/25), Smick (002/KOOC-0/62), China Aluminum (60/KOOC-0/600), Jiangte Electric (002/KOOC-0/76), Jin Rui Mining (6007/KOOC-0).

The main business changed from non-mining to mining.

Tianshan Textile (0008 13)

This company is a traditional textile enterprise. The mid-year report of 20 1 1 shows that cashmere sweaters, cashmere yarns and sweaters are the main products of the company. On June 20 1 1, the company announced a major asset restructuring plan. It is planned to issue 1. 1 1 billion shares to Katie Mining and Qinghai Xuechi at a price of 5.66 yuan per share, and purchase 75% of the shares of Xituo Mining Co., Ltd. held by the two companies. The company became a mining enterprise. Hongshi mining area of Hami Shaer Lake, located in the southwest of Hami City 150km under Xituo mining, is an important copper metallogenic belt, with the predicted copper resources exceeding100000 tons, ranking second in Xinjiang. The predicted nickel resources are15.84 million metal tons. If the restructuring plan is passed, the company's main business will be changed from the current textile business to mining, and the original textile business will only be retained as a non-core business.

Science City (000975)

20 1 1 The interim report shows that the company's main income is10.2 billion yuan, all from the operating profit of Park Hyatt Hotel. On July 20 1 1 year, the company announced a major asset restructuring plan. It is planned to set up 0/00% equity of Yintai Hotel/KLOC-a wholly-owned subsidiary, and increase capital in cash with no more than 38 million shares and no less than 7.97 yuan/share, and purchase 0/00% equity of Fuan Mining/KLOC-held by Xinteng Investment and Li Fangxinsheng. The Company and two companies have agreed that within 60 working days from the handover date of Fuan Mining's equity, both parties will set up a mining company in cash, with the Company holding 60% of the equity and the other two companies holding 40% of the equity. After the reorganization, the company's main business will change from catering and accommodation services to mining, processing and sales of lead-zinc mines and fluorite mines, thus realizing business transformation.

Other stocks are: Taigong Tiancheng (600392), Huayang Technology (600532), Dacheng (600882) and ST Xingye (600603).

Management of change and diversification related to mining

Tibet Development (000752)

The company's main business is beer. It is a regional small and medium-sized beer producer in Xizang Autonomous Region, and its main sales area is Lhasa. 20 1 1 In March, the company established Dechang Houdi Rare Earth Mining Co., Ltd. with cash of 200 million yuan, Xichang Intelligent and Dechang Intelligent, in which Tibet Development holds 26.67% of the shares of the company. After its establishment, the new company will cooperate with the local government to build a rare earth concentrate processing base. Hou Di Xitu will optimize and reorganize the existing assets of Xichang Intelligent and Dechang Intelligent. After comprehensive treatment and technical transformation and upgrading, the comprehensive recovery rate (gravity separation and flotation) can be increased from about 40% at present to over 66. 18%, and the annual production scale can be increased from 6,000 tons to 26 180 tons. This move shows the company's intention to implement diversified development strategy and enter the rare earth industry.

Xinhu Treasure (600208)

The company is mainly engaged in real estate development and sales, with first-class land development qualification. At present, it is transforming from residential real estate to commercial real estate and mineral mining. In August 2007, the company invested 30 million yuan to establish Penglai Jin Ao Bay Mining Co., Ltd., which invested 78 million yuan to acquire the assets of Daliuhang Gold Mine in Penglai, Shandong Province. The production scale of Daliuhang Gold Mine in Penglai City is 50,000 tons/year. The reserves of the mining area are: gold ore 16632 1T, and gold metal is 883.68Kg In June 2008, 5438+ 10, the company acquired 80% equity of Fengning Chenglong Mining Co., Ltd. for 65438+300 million yuan. Jackie Chan owns the exploration right of gold, silver and molybdenum deposits in Haocungou, Boluonuo, Fengning Manchu Autonomous County, Hebei Province.

On June 7, 20 1 1, the board of directors of the company signed the contract for the transfer of exploration rights with Siziwangqi State-owned Assets Management Company of Wulanchabu Municipal People's Government of Inner Mongolia Autonomous Region. Wulanchabu municipal government and state-owned company agreed to transfer the exploration right of Huduge coal mine in Deri village of Siziwangqi (with an estimated value of 380,867,500 yuan) to our company, and the amount of resources transferred was 165438. The company's frequent actions in purchasing minerals show the development intention of its business diversification strategy.

Huaye Real Estate (600240)

The company is a real estate development enterprise mainly engaged in middle and high-grade residential and commercial real estate. At present, we are actively adjusting the industrial structure, actively exploring new business areas on the basis of real estate, changing the situation that the main business of real estate is greatly affected by policies and realizing diversified development. On September 7, 20 1 1, the company announced that it would acquire 90% equity of Sheng 'an Mining for 57 million yuan, and the company has two exploration rights. Among them, the estimated gold reserves in Xiaoyanzigou area are 8.332 1 10,000 tons of ore and 9,669.69 kg of metal gold. It is estimated that the prospective reserve of the mining area is 50 tons, and the estimated profit is 2.677 billion yuan with reference to the current average price of gold. The detailed geological survey of copper and gold deposits in Jindongzigou area is scheduled to start on 20 12.

Other stocks include: Tibet City Investment (600773), Huaye Real Estate (600240), Dingli (6006 14), Feng Fan (600482), Jiangsu Shuntian (600287), Zhongrun Investment (000506) and Founder Securities (606544). Xichang Electric Power (600505), Zhongzhu Holdings (600568), Wan Ze (000534), Tianxing Instrument (0007 10), Zhongke Huaying (60010).