MCC(01618)

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智通AH统计|8月25日
智通财经网· 2025-08-25 08:21
Group 1 - The article highlights the top three companies with the highest AH premium rates as Northeast Electric (00042) at 743.75%, Hongye Futures (03678) at 241.98%, and Andeli Juice (02218) at 236.37% [1] - The bottom three companies with the lowest AH premium rates include Ningde Times (03750) at -16.43%, Heng Rui Medicine (01276) at 1.82%, and Midea Group (00300) at 4.90% [1] - The article provides a detailed table of the top ten and bottom ten AH stocks based on premium rates and deviation values, indicating significant disparities in market valuations between H-shares and A-shares [1][2] Group 2 - The deviation values for the top three companies are Andeli Juice (02218) at 32.29%, Jinli Permanent Magnet (06680) at 22.19%, and Beijing Machinery (00187) at 20.80% [1] - The companies with the lowest deviation values include BYD Company (01211) at -98.36%, Northeast Electric (00042) at -64.84%, and Longpan Technology (02465) at -51.92% [1][2] - The article emphasizes that the deviation value represents the difference between the current premium rate and the average premium rate over the past 30 days, providing insights into market trends [2]
中国中冶(601618):铜、镍等矿产储量持续增加 受益旺季和降息涨价弹性大
Xin Lang Cai Jing· 2025-08-23 10:35
Core Insights - The report highlights significant developments in copper and other mineral projects in Afghanistan and Pakistan, with a focus on the expected operational advancements by 2025 and the historical production achievements in 2024 [1][2][3]. Group 1: Project Developments - The Afghanistan Aynak copper mine is projected to achieve substantial progress by the end of 2025, with a resource increase of 1.28 million tons, raising the total resource to 12.36 million tons [2]. - The Pakistan Saindak copper-gold mine has reached record production levels, with a copper resource estimate of 1.809 million tons by the end of 2024, and a sales volume of 22,760 tons of copper [3]. - The Pakistan Saindak mine achieved an average production rate of 124.6% and generated revenue of 1.74 billion yuan, with a profit of 203 million yuan [3]. Group 2: Market Performance - The LME copper price closed at $9,760 per ton on August 15, reflecting a year-on-year increase of 6.8% [4]. - The nickel and cobalt resources at the Ramu nickel-cobalt mine in Papua New Guinea have increased to 1.842 million tons and 209,000 tons, respectively, with significant production and sales figures reported [4]. - The LME nickel price decreased by 6.9% year-on-year, closing at $15,195 per ton on August 15 [4]. Group 3: Resource Estimates and Financial Performance - The Duddar lead-zinc mine in Pakistan is estimated to have lead resources of 321,100 tons and zinc resources of 642,900 tons by the end of 2024, with expectations for resource doubling by 2025 [5]. - The Duddar mine achieved a production rate of 102.6% in 2024, with revenues of 760 million yuan and a profit of 250 million yuan [5].
中国华电:格桑花开新时代
Zhong Guo Dian Li Bao· 2025-08-22 06:18
"第一次上高原,先得把身体练得棒棒的!"陈子泓,这个刚从哈尔滨理工大学毕业的小伙已按捺不住激 动的心情,早早开始收拾行囊,准备离开老家福建沙县,去华电西藏能源有限公司入职了。 从温暖湿润的东南沿海,跨越3000多千米,一头扎进高寒缺氧的雪域高原,吸引陈子泓的不光是对北大 荒开发建设者那股"敢教日月换新天"劲头的钦佩,对西藏变成"咱家新能源大仓库"理想的追求,更是对 实现中国华电集团有限公司(以下简称"中国华电")在藏发展布局的期盼。 牧民也能用上山巅巅的风电 今年,中国华电计划在藏完成投资93.61亿元,实现"十四五"期间累计在藏完成投资490余亿元。 守护雪域高原纯净底色 在昌都江达索日、拉萨林周拉顶等项目现场,光伏支架下,成群牛羊悠闲地啃食着茂盛的牧草。"板上 发电、板下放牧"的牧光互补模式诠释着能源开发与生态保护的共生之道。 绿水青山就是金山银山。中国华电坚持开发和保护并举,用心守护雪域高原的万水千山、生灵草木。 夏秋交替,高原盛景如画,江河奔流如歌。 金沙江上游,金上清洁能源基地首座投产发电的120万千瓦华电金上苏洼龙水电站和7月刚刚全容量投产 的75万千瓦华电金上巴塘水电站正全力运转,源源不断输送绿 ...
中国中冶(601618):冶金工程龙头 矿产资源价值有望重估
Xin Lang Cai Jing· 2025-08-22 00:29
Core Insights - The completion of the access road for the Aynak copper mine project in Afghanistan marks a significant milestone for the investment consortium formed by China Metallurgical Group Corporation and Jiangxi Copper Corporation [1] - China Metallurgical Group, a leading player in the metallurgical construction sector, aims to enhance its core metallurgy business and improve profit margins through a diversified business model [1] - The Aynak copper mine, with a high-grade resource of 12.36 million tons, is expected to start mining operations by the end of this year, potentially leading to a revaluation of the company's mineral assets [2] Company Overview - China Metallurgical Group is a major player in the metallurgical construction industry, having been involved in the development of key steel projects in China since 1948 [1] - The company underwent a strategic restructuring in 2015, becoming part of China Minmetals, with a significant shareholding structure where the controlling shareholder holds 49.18% as of Q1 2025 [1] - The company has set a medium to long-term goal to balance its core metallurgy business with construction and municipal infrastructure, targeting a 50% share for each segment [1] Financial Performance - As of the end of 2024, the company has three operational mining projects with a combined revenue of 5.47 billion yuan and a total profit attributable to the Chinese side of 913 million yuan, representing 9.87% of the company's total profit [2] - The company anticipates a steady increase in net profit for the years 2025 to 2027, projecting figures of 6.749 billion, 7.054 billion, and 7.359 billion yuan respectively, with corresponding EPS of 0.33, 0.34, and 0.36 yuan [2]
中国中冶:关于变更持续督导保荐代表人的公告



Zheng Quan Ri Bao Zhi Sheng· 2025-08-21 14:13
(编辑 姚尧) 证券日报网讯 8月21日晚间,中国中冶发布公告称,本公司于近日收到中信证券股份有限公司(简 称"中信证券")《关于更换保荐代表人的函》。原公司持续督导保荐代表人黄慈先生和杨斌先生因工作 调整原因,不再负责公司首次公开发行A股股票持续督导的保荐代表人工作,中信证券委派于梦尧女士 和赵巍先生接替黄慈先生和杨斌先生担任本公司的保荐代表人,继续履行对公司的持续督导职责。 ...


中国中冶:持续督导保荐代表人变更为于梦尧和赵巍

Zhi Tong Cai Jing· 2025-08-21 10:28
中国中冶(601618)(01618)发布公告,原公司持续督导保荐代表人黄慈先生和杨斌先生因工作调整原 因,不再负责公司首次公开发行A股股票持续督导的保荐代表人工作,中信证券委派于梦尧女士和赵巍 先生接替黄慈先生和杨斌先生担任公司的保荐代表人,继续履行对公司的持续督导职责。本次保荐代表 人更换后,负责公司持续督导工作的保荐代表人为于梦尧女士和赵巍先生。 ...
中国中冶(01618) - 海外监管公告 - 关於变更持续督导保荐代表人的公告

2025-08-21 10:17
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內 容 概 不 負 責,對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明,並 明 確 表 示,概 不對因本公告全部或任何部份內容而產生或因倚賴該等內容而引致的 任 何 損 失 承 擔 任 何 責 任。 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條而發表。 以下為中國冶金科工股份有限公司(「本公司」)於二零二 五 年 八 月 二十一 日 在 上 海 證 券 交 易 所 網 站 刊 發 的 資 料 全 文,僅 供 提 供 信 息 之 用。 承董事會命 於 本 公 告 日 期,本 公 司 董 事 會 包 括 執 行 董 事:陳 建 光 先 生 及 白 小 虎 先 生; 非 執 行 董 事:郎 加 先 生 及 閆 愛 中 先 生(職工代表董事);以 及 獨 立 非 執 行 董 事:劉力先生、吳 嘉 寧 先 生 及 周 國 萍 女 士。 * 僅供識別 A 股简称:中国中冶 A 股代码:601618 公告编号:临 2025-043 中国冶金科工股份有限公司 关于变更持续督导保荐代表人的公告 中國冶金科工股份有限公司 ...
中国中冶(601618) - 中国中冶关于变更持续督导保荐代表人的公告

2025-08-21 09:31
A 股简称:中国中冶 A 股代码:601618 公告编号:临 2025-043 中国冶金科工股份有限公司 关于变更持续督导保荐代表人的公告 中国冶金科工股份有限公司(以下简称"本公司"、"公司")董事会及全体董事 保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容的真实性、 准确性和完整性承担法律责任。 本公司于近日收到中信证券股份有限公司(以下简称"中信证券")《关于更换保 荐代表人的函》。原公司持续督导保荐代表人黄慈先生和杨斌先生因工作调整原因,不 再负责公司首次公开发行 A 股股票持续督导的保荐代表人工作,中信证券委派于梦尧 女士和赵巍先生(简历附后)接替黄慈先生和杨斌先生担任本公司的保荐代表人,继续 履行对公司的持续督导职责。本次保荐代表人更换后,负责公司持续督导工作的保荐代 表人为于梦尧女士和赵巍先生。根据相关监管规定,上述保荐机构及保荐代表人将履行 与募集资金有关的持续督导义务,直至本公司首次公开发行 A 股股票的募集资金使用 完毕。 特此公告。 于梦尧女士,中信证券股份有限公司总监,硕士研究生学历,注册保荐代表人,曾 负责和参与了德邦物流 IPO 及再融资项目、东方航空非公开 ...
智通AH统计|8月21日
Zhi Tong Cai Jing· 2025-08-21 08:41
前十大AH股偏离值排行 股票名称 H股(港元) A股 溢价率 偏离值↓ 安德利果汁(02218) 18.420 51.94 237.73% 38.61% 京城机电股份 (00187) 5.240 13.73 213.93% 30.46% 钧达股份(02865) 22.460 48.23 157.21% 17.54% 金力永磁(06680) 19.020 29.57 86.23% 16.30% 复旦张江(01349) 3.820 10.16 218.59% 15.27% 凯盛新能(01108) 4.690 11.22 186.57% 13.05% 山东墨龙(00568) 4.400 6.53 77.73% 12.87% 农业银行(01288) 5.530 7.23 56.60% 12.14% 龙源电力(00916) 6.810 16.7 193.69% 12.06% 泰格医药(03347) 51.250 66.7 55.88% 11.18% 后十大AH股偏离值排行 股票名称 H股(港元) A股 溢价率 偏离值↑ 比亚迪股份(01211) 111.400 108.25 16.39% -111.35% 东北电气 ( ...