涉矿题材概念股一览

is responsible for Organization training, and implementation, and check; 12, master workshops annual economic indicators of implementation, reporting to financial health on a regular basis; 13, is responsible for the daily oversight in the allocation and use of funds; 14, responsible for all Department statistics, collecting, sorting, reporting of accounting reports; 15, the company responsible for the supervision of the Treasury, including the \de\products for regular inventory handling, sampling, storage monitoring, the picking work, and provide the inventory report, and make the appropriate accounting treatment; 16, responsible for waste and recycling, transportation and settlement; 17, is responsible for all product sales accounting functions; 18, responsible for the company's raw materials, auxiliary materials, account management; 19, is responsible for the flow of control of all assets of the company, according to the changes in accounting treatment of fixed assets and assets to the departments responsible for clearing, settlement and asset monthly report submitted to the asset management section of the Finance Department of the company organized on a company-wide special inspection of asset management; 20, according to the company's business activities, monthly projects involved in the business activities of the company (including expenses, business management, cost control, cash flow, revenue, etc) financial analysis, provide a basis for decisions for the company, the business of the company responsible for monitoring, forecasting and risk analysis; 21, responsible for the settlement of transactions with the Bank; 22, is涉矿题材概念股一览

涉矿概念股

包括拥有采矿权的啤酒花，涉足稀土产业的西藏发展（）、成城股份等品种。而且，涉矿概念股有进一步

拓展的可能性，如西昌电力（）、长征电气等个股。这可能是因为近期市场对资源股有了重新估值的趋势，如

辰州矿业（）、株冶集团（）等拥有稀有小金属品种的个股更是走势强劲。

掘金涉矿重组概念股

20家相关上市公司值得关注。

■湘潭电化（）

投资评级：★★★★

重组情况：公司拟定向发行不超过3600万股，募资用于收购控股股东湘潭电化集团所拥有的与锰矿开采、锰粉加

工相关的经营性资产；锰矿开采业务的后续投入。此举将直接增加公司对原材料的控制力度。

最新进展：已通过董事会决议。

风险：重组投入过大，所整合矿产盈利能力不确定。

■天业股份（）

投资价值：★★★

重组情况：公司拟定向发行不超过2700万股购买天业黄金100%股权。天业黄金持有澳大利亚“明加尔金源公司”

51%股权，在澳大利亚明加尔矿区拥有黄金采矿权12个，资源储量较为丰富。

最新进展：目前没实质性进展。

风险：通过研究该公司报告，关于澳大利亚明加尔矿区具体情况不是很清楚，真实性有待考证。

■大元股份

is responsible for Organization training, and implementation, and check; 12, master workshops annual economic indicators of implementation, reporting to financial health on a regular basis; 13, is responsible for the daily oversight in the allocation and use of funds; 14, responsible for all Department statistics, collecting, sorting, reporting of accounting reports; 15, the company responsible for the supervision of the Treasury, including the \de\products for regular inventory handling, sampling, storage monitoring, the picking work, and provide the inventory report, and make the appropriate accounting treatment; 16, responsible for waste and recycling, transportation and settlement; 17, is responsible for all product sales accounting functions; 18, responsible for the company's raw materials, auxiliary materials, account management; 19, is responsible for the flow of control of all assets of the company, according to the changes in accounting treatment of fixed assets and assets to the departments responsible for clearing, settlement and asset monthly report submitted to the asset management section of the Finance Department of the company organized on a company-wide special inspection of asset management; 20, according to the company's business activities, monthly projects involved in the business activities of the company (including expenses, business management, cost control, cash flow, revenue, etc) financial analysis, provide a basis for decisions for the company, the business of the company responsible for monitoring, forecasting and risk analysis; 21, responsible for the settlement of transactions with the Bank; 22, is

投资评级：★★★★

重组情况：公司拟置入亚洲第一大红土型露天金矿——湖北省嘉鱼蛇屋山金矿。随着财务总监肖俊的辞职，相关

人事变动工作已开始运行，重组事件日益明朗化。预计，资产重组完成将会极大提高大元股份盈利能力。

最新进展：大股东股权已转让，酝酿适时停牌。

风险：二级市场价格偏高。

■鲁润股份

投资价值：★★★★

重组情况：公司拟联合大股东斥资2.92亿元收购华瀛山西70%的股权，其中公司占40%股权。华瀛山西全资控股荡

荡岭和冯家坛两个煤矿，合计煤炭保有量2025万吨，各拥有30万吨/年煤炭产能。大股东持有的华瀛山西股份将来有望

注入。

目前进展：暂无。

风险：去除证监会批准的考虑外，目前山西煤炭资源整合力度较大，存在很大不确定性。

■咸阳偏转

投资评级：★★★★

重组方案：濒临暂停上市的*ST偏转（），目前有了新的重组方案，重组方是鲜为人知的东大新业集团，拟

注入的资产为煤化工或者矿产资产，原大股东将承接原有资产。

目前进展：目前尚未通过董事会决议，仍在多方论证中。今年以来，*ST偏转已被第一大股东减持了6次。

风险：能否完成重组是最大风险。

■芜湖港（）

is responsible for Organization training, and implementation, and check; 12, master workshops annual economic indicators of implementation, reporting to financial health on a regular basis; 13, is responsible for the daily oversight in the allocation and use of funds; 14, responsible for all Department statistics, collecting, sorting, reporting of accounting reports; 15, the company responsible for the supervision of the Treasury, including the \de\products for regular inventory handling, sampling, storage monitoring, the picking work, and provide the inventory report, and make the appropriate accounting treatment; 16, responsible for waste and recycling, transportation and settlement; 17, is responsible for all product sales accounting functions; 18, responsible for the company's raw materials, auxiliary materials, account management; 19, is responsible for the flow of control of all assets of the company, according to the changes in accounting treatment of fixed assets and assets to the departments responsible for clearing, settlement and asset monthly report submitted to the asset management section of the Finance Department of the company organized on a company-wide special inspection of asset management; 20, according to the company's business activities, monthly projects involved in the business activities of the company (including expenses, business management, cost control, cash flow, revenue, etc) financial analysis, provide a basis for decisions for the company, the business of the company responsible for monitoring, forecasting and risk analysis; 21, responsible for the settlement of transactions with the Bank; 22, is

投资评级：★★★

重组情况：拟向淮南矿业定向增发不超过1.7亿股收购其持有的铁运公司和物流公司100%股权。如增发完成，淮南

矿业将持有公司32.33%的股份，成为芜湖港的第一大股东。而淮南矿业所拥有的煤炭资源暂未被整合，这是一个必然

过程。

最新进展：铁路与物流等待证监会审批，国资委+已批准。煤矿目前没有进展。

风险：不确定性太大。

■明星电力

投资评级：★★★★

重组情况：四川政府方面保壳意愿强烈。大股东四川电力直接将明珠水电持有的上市公司股权收编，而最新的规

划是即将置入一部分钒钛矿资产。

最新进展：该方案的中介机构已经入驻，而上市公司日前公告，拟收购四川奥深达资源投资公司65.94%股权。这

是该计划的铺垫。

风险：二级市场价格过高具有一定风险，且资产质量据传不高。

■铜陵有色（）

投资评级：★★★

重组情况：国内注入矿产工作进展比较顺利，注入资源可能为铜矿，矿产可能在内蒙古、安徽附近。同时值得注

意的是，铜陵有色在国外也有动作。

最新进展：据间接了解，公司工作人员证实重组方正在洽谈，评估阶段。

风险：二级市场价格过高具有一定风险。

is responsible for Organization training, and implementation, and check; 12, master workshops annual economic indicators of implementation, reporting to financial health on a regular basis; 13, is responsible for the daily oversight in the allocation and use of funds; 14, responsible for all Department statistics, collecting, sorting, reporting of accounting reports; 15, the company responsible for the supervision of the Treasury, including the \de\products for regular inventory handling, sampling, storage monitoring, the picking work, and provide the inventory report, and make the appropriate accounting treatment; 16, responsible for waste and recycling, transportation and settlement; 17, is responsible for all product sales accounting functions; 18, responsible for the company's raw materials, auxiliary materials, account management; 19, is responsible for the flow of control of all assets of the company, according to the changes in accounting treatment of fixed assets and assets to the departments responsible for clearing, settlement and asset monthly report submitted to the asset management section of the Finance Department of the company organized on a company-wide special inspection of asset management; 20, according to the company's business activities, monthly projects involved in the business activities of the company (including expenses, business management, cost control, cash flow, revenue, etc) financial analysis, provide a basis for decisions for the company, the business of the company responsible for monitoring, forecasting and risk analysis; 21, responsible for the settlement of transactions with the Bank; 22, is ■安源股份（）

投资评级：★★★

重组情况：公司实际控制人江西省煤炭集团公司拟将其拥有的煤炭经营性资产进行整合，并引入战略投资者后成

立江西矿业集团有限责任公司，再通过安源股份资产置换及定向发行股份方式将江西矿业整体权益注入，三个煤矿可

产生净利润约1亿元。

最新进展：暂无

风险：重组效果如何不确定。

■太工天成（）

投资评级：★★★

重组情况：11月3日，太工天成宣布与山西煤炭运销集团的股权转让事宜终于完成。占公司总股份20%的国有法人

股从资产经营公司过户到煤销集团。目前公司股价在23元附近。若能够顺利重组，股价合理区间预计在30-35元。

最新进展：股价23元，反映重组预期。

风险：目前估值偏高。

■恒源煤电（）

投资评级：★★★★

重组情况：公司以发行股份和现金相结合的方式收购安徽省皖北煤电集团拥有的任楼煤矿、祁东煤矿、钱营孜煤

矿及煤炭生产辅助单位的相关资产和负债。公司的煤炭产能增长1倍以上，业绩也将得到有效提高。

最新进展：采矿权转让已在国土资源部审批中，其它有关资产正在办理过户中。

风险：评估价值高，达不到预期盈利能力。

is responsible for Organization training, and implementation, and check; 12, master workshops annual economic indicators of implementation, reporting to financial health on a regular basis; 13, is responsible for the daily oversight in the allocation and use of funds; 14, responsible for all Department statistics, collecting, sorting, reporting of accounting reports; 15, the company responsible for the supervision of the Treasury, including the \de\products for regular inventory handling, sampling, storage monitoring, the picking work, and provide the inventory report, and make the appropriate accounting treatment; 16, responsible for waste and recycling, transportation and settlement; 17, is responsible for all product sales accounting functions; 18, responsible for the company's raw materials, auxiliary materials, account management; 19, is responsible for the flow of control of all assets of the company, according to the changes in accounting treatment of fixed assets and assets to the departments responsible for clearing, settlement and asset monthly report submitted to the asset management section of the Finance Department of the company organized on a company-wide special inspection of asset management; 20, according to the company's business activities, monthly projects involved in the business activities of the company (including expenses, business management, cost control, cash flow, revenue, etc) financial analysis, provide a basis for decisions for the company, the business of the company responsible for monitoring, forecasting and risk analysis; 21, responsible for the settlement of transactions with the Bank; 22, is ■潞安环能（）

投资评级：★★★

重组情况：潞安环能作为地方煤炭大公司之一，将直接受益于山西省煤炭资源的整合。对山西蒲县黑龙强肥煤公

司、山西蒲县伊田肥煤业公司增资扩股，并进行相关煤矿资源整合、资产重组。

最新进展：暂无

风险：整合力度过大，收购矿产产能与盈利能力具有不确定性。

■西山煤电（）

投资评级：★★★

重组情况：公司在古交地区的重组进入实质性阶段。公司负责古交地区十三大主力矿井之一。同时公告内蒙古世

林煤化工相关项目的重要进展：向交易对手方支付内蒙古黄陶盖勒煤炭公司60%股权转让预付款1.7亿元。

最新进展：针对重组矿井的改扩建正在进行中。内蒙古煤化工项目通过证监会批准。

风险：产能提高到60万吨/年具有不确定性。

■ST金瑞

投资价值：★★★

重组情况：公司向实际控制人青海省投资集团增发股份约12246万股购买其持有的青海省西海煤炭100%的股权。同

时，公司将处于闲置状态的天青石选矿厂以承债方式出售给青海省投资集团。

最新进展：基本完成，已经入注上市公司。

风险：股价偏高，投资价值不够具有很大优势。

■ST马龙（）

投资评级：★★★

is responsible for Organization training, and implementation, and check; 12, master workshops annual economic indicators of implementation, reporting to financial health on a regular basis; 13, is responsible for the daily oversight in the allocation and use of funds; 14, responsible for all Department statistics, collecting, sorting, reporting of accounting reports; 15, the company responsible for the supervision of the Treasury, including the \de\products for regular inventory handling, sampling, storage monitoring, the picking work, and provide the inventory report, and make the appropriate accounting treatment; 16, responsible for waste and recycling, transportation and settlement; 17, is responsible for all product sales accounting functions; 18, responsible for the company's raw materials, auxiliary materials, account management; 19, is responsible for the flow of control of all assets of the company, according to the changes in accounting treatment of fixed assets and assets to the departments responsible for clearing, settlement and asset monthly report submitted to the asset management section of the Finance Department of the company organized on a company-wide special inspection of asset management; 20, according to the company's business activities, monthly projects involved in the business activities of the company (including expenses, business management, cost control, cash flow, revenue, etc) financial analysis, provide a basis for decisions for the company, the business of the company responsible for monitoring, forecasting and risk analysis; 21, responsible for the settlement of transactions with the Bank; 22, is 重组情况：向云天化（）集团出售全部资产及负债，再以定向增发形势吸取昆刚控股旗下的昆钢煤焦化

100%股权及现金，价值共计21.76亿元。昆钢控股后续将有煤矿注入，将进一步完整上市公司的煤焦化产业链。

目前进展：公布预案，其他工作正在运转。

风险：重组资产评估是否复合真实盈利能力是主要风险。

■开滦股份（）

投资评级：★★★★

重组情况：集团公司目前正考虑将煤炭主业相关资产注入上市公司，但上述方案仍处于前期研究论证阶段。公司

京唐港煤化循环工业园主要重大项目2009年底全部建成达产，焦化延伸产品明年贡献利润的概率大，明年的业绩会超

预期。

最新进展：暂无。

风险：评估价值以及未来真实盈利能力被高估的风险。

■新农开发（）

投资评级：★★★★

重组情况：新农开发周围的确存在优质镍矿和钼矿，而新疆方面的意向是以资产置换的形式对其展开重组，把新

农开发变成纯粹的矿产资源股。

最新进展：目前，该等事宜仍在继续的推进之中。

风险：主要的风险是二级市场股价已经过高，也影响了重组计划。

is responsible for Organization training, and implementation, and check; 12, master workshops annual economic indicators of implementation, reporting to financial health on a regular basis; 13, is responsible for the daily oversight in the allocation and use of funds; 14, responsible for all Department statistics, collecting, sorting, reporting of accounting reports; 15, the company responsible for the supervision of the Treasury, including the \de\products for regular inventory handling, sampling, storage monitoring, the picking work, and provide the inventory report, and make the appropriate accounting treatment; 16, responsible for waste and recycling, transportation and settlement; 17, is responsible for all product sales accounting functions; 18, responsible for the company's raw materials, auxiliary materials, account management; 19, is responsible for the flow of control of all assets of the company, according to the changes in accounting treatment of fixed assets and assets to the departments responsible for clearing, settlement and asset monthly report submitted to the asset management section of the Finance Department of the company organized on a company-wide special inspection of asset management; 20, according to the company's business activities, monthly projects involved in the business activities of the company (including expenses, business management, cost control, cash flow, revenue, etc) financial analysis, provide a basis for decisions for the company, the business of the company responsible for monitoring, forecasting and risk analysis; 21, responsible for the settlement of transactions with the Bank; 22, is 重组情况：向云天化（）集团出售全部资产及负债，再以定向增发形势吸取昆刚控股旗下的昆钢煤焦化

100%股权及现金，价值共计21.76亿元。昆钢控股后续将有煤矿注入，将进一步完整上市公司的煤焦化产业链。

目前进展：公布预案，其他工作正在运转。

风险：重组资产评估是否复合真实盈利能力是主要风险。

■开滦股份（）

投资评级：★★★★

重组情况：集团公司目前正考虑将煤炭主业相关资产注入上市公司，但上述方案仍处于前期研究论证阶段。公司

京唐港煤化循环工业园主要重大项目2009年底全部建成达产，焦化延伸产品明年贡献利润的概率大，明年的业绩会超

预期。

最新进展：暂无。

风险：评估价值以及未来真实盈利能力被高估的风险。

■新农开发（）

投资评级：★★★★

重组情况：新农开发周围的确存在优质镍矿和钼矿，而新疆方面的意向是以资产置换的形式对其展开重组，把新

农开发变成纯粹的矿产资源股。

最新进展：目前，该等事宜仍在继续的推进之中。

风险：主要的风险是二级市场股价已经过高，也影响了重组计划。

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