中色股份全资子公司完成Raura公司股权收购，巩固铅锌产业链核心竞争力

主要内容摘要

• 交易完成：中色股份（证券代码：000758）全资子公司中色新加坡有限公司已成功完成对秘鲁Raura公司的99.9004%股权收购。
• 交易金额：本次交易对价为10,592.4416万美元。
• 监管审批：交易已获得中国国家相关主管部门备案及秘鲁政府反垄断审批。
• 交割完成时间：交易于2026年4月17日顺利完成交割。
• 财务影响：Raura公司将纳入中色股份合并报表范围。
• 项目运营：Raura锌多金属矿项目运营正常，有望增强公司矿产资源保障能力和核心竞争力。

详细解读

2025年12月19日，中色股份召开董事会会议，审议通过全资子公司中色新加坡有限公司以约10,592.44万美元收购Breca Minería S.A.C.及其关联人持有的Compañía Minera Raura S.A.（Raura公司）99.9004%普通股及投资股的议案。该项收购已于2025年12月23日对外披露，并依法履行信息披露义务。

本次收购经过中国国内和秘鲁两国主管部门的全面审批，符合合规要求。中色新加坡已根据交易协议支付全部交易价款。2026年4月17日，交易正式完成交割，标志着中色新加坡成为Raura公司绝对控股股东，持股比例高达99.9004%。

随着此次交割完成，Raura公司将被纳入中色股份的合并报表范围，这将直接提升中色股份的资产规模和矿产资源保障能力。公司表示将进一步加强对Raura公司的管理和保障，推动其生产经营平稳过渡，确保Raura锌多金属矿项目的持续稳定运行。

值得关注的是，Raura锌多金属矿项目目前运行正常。此次并购有望显著增强中色股份在全球铅锌资源领域的竞争力，助力公司铅锌产业链高质量可持续发展。此举不仅优化公司产业布局，也有助于提升公司在国际金属矿业市场的话语权，成为推动公司长期发展的重要动力。

对投资者和股东的影响

• 重大并购事项：本次收购为重大资产并购事项，将直接影响公司矿产资源储备和业务发展，是公司全球化战略布局的重要进展，属于价格敏感信息，或对公司未来业绩及股价产生积极影响。
• 业绩预期提升：Raura公司纳入报表后，有望增加公司收入与利润，对中色股份整体财务表现和市场估值构成利好预期。
• 风险提示：并购后，生产经营稳定过渡、整合管理、国际运营等方面仍需持续关注和优化。

结论

本次Raura公司股权收购交割完成，是中色股份近年来在海外矿业权投资领域的重要突破。该事件对公司战略布局、资产质量和业绩成长均有实质性推动作用，属于可能影响股价的重大利好信息，值得投资者和市场持续关注。

免责声明：本新闻稿仅供投资者参考，不构成任何投资建议。投资有风险，决策需谨慎。

English Translation

NFC’s Wholly-Owned Subsidiary Finalizes Raura Company Acquisition, Strengthening Core Competitiveness in Lead-Zinc Industry Chain

Key Highlights

• Deal Closure: NFC (Stock Code: 000758) has, through its wholly-owned subsidiary NFC Metal Pte. Ltd., successfully completed the acquisition of a 99.9004% stake in Peru’s Raura company.
• Transaction Value: The deal was closed at USD 105.924416 million.
• Regulatory Approval: Approved by both Chinese and Peruvian authorities, including anti-monopoly review.
• Completion Date: The transaction was delivered on April 17, 2026.
• Financial Impact: Raura will be consolidated into NFC’s financial statements.
• Project Operations: The Raura polymetallic zinc mine is operating normally and is expected to enhance the company’s resource security and core competitiveness.

Detailed Analysis

On December 19, 2025, NFC’s board approved this acquisition through its subsidiary in Singapore, aiming to buy a 99.9004% equity interest (both common and investment shares) in Compañía Minera Raura S.A. from Breca Minería S.A.C. and its affiliates, for about USD 105.92 million. The company duly disclosed this material asset acquisition on December 23, 2025.

The acquisition underwent comprehensive regulatory reviews in both China and Peru, including anti-monopoly clearance. NFC Singapore has fully settled the transaction payment. As of April 17, 2026, the deal was officially closed, making NFC Singapore the controlling shareholder of Raura with a 99.9004% stake.

Following this closing, Raura will be included in NFC’s consolidated financial statements, which will directly increase NFC’s asset scale and resource security. The company has committed to strengthening Raura’s management and ensuring a smooth transition in its operations, with a focus on stable and sustained output from the Raura polymetallic zinc mine.

Importantly, the Raura mine is currently running smoothly. This acquisition will significantly strengthen NFC’s competitiveness in the global lead-zinc market, supporting the high-quality and sustainable development of its lead-zinc industry chain. It optimizes NFC’s asset structure and boosts its international presence in the metals mining market — a critical driver for long-term growth.

Implications for Investors and Shareholders

• Major Asset Acquisition: This acquisition is a material asset transaction that will directly affect the company’s resource base and growth trajectory. It is price-sensitive information and may positively impact future performance and share price.
• Performance Expectations: With Raura consolidated, NFC is likely to see increased revenues and profits, supporting positive market expectations for its financial results and valuation.
• Risks: Investors should monitor post-acquisition integration, stable operations, and cross-border management challenges.

Conclusion

The completion of the Raura acquisition marks a major milestone in NFC’s overseas mining investment strategy. It will significantly strengthen NFC’s strategic layout, asset quality, and earnings growth, representing a potentially price-moving positive event worthy of investor attention.

Disclaimer: This news article is for informational purposes only and does not constitute investment advice. Please make investment decisions carefully and be aware of the risks involved.

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