MCC(01618)

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高铁基建股强势 中国中车涨超6% 中国铁建等多股涨近3%
Ge Long Hui· 2025-08-21 02:49
Group 1 - Hong Kong high-speed rail infrastructure stocks collectively strengthened, with China CRRC leading the rise by over 6%, followed by Times Electric with a 4% increase, and China Railway Construction, China Railway, and China Metallurgical Group each rising nearly 3% [1] - According to a report from招商宏观, the next phase should focus on the rebound effect of infrastructure-related fiscal expenditure growth, which may significantly support the currently weak infrastructure investment growth [1] - The cumulative year-on-year growth rate of public budget expenditure in the infrastructure sector from January to July was -5%, but it is expected to rebound to over 7% from August to December [1] Group 2 - The stock performance of key companies includes: China CRRC at 6.20%, Times Electric at 3.86%, China Railway Construction at 2.97%, China Railway at 2.72%, China Metallurgical Group at 2.63%, China Communications Construction at 1.55%, and Guangzhou-Shenzhen Railway at 1.02% [2]
港股异动丨高铁基建股强势 中国中车涨超6% 中国铁建等多股涨近3%
Ge Long Hui· 2025-08-21 02:24
港股高铁基建股集体走强,其中,中国中车涨超6%领衔,时代电气涨4%,中国铁建、中国中铁、中国 中冶涨近3%,中国通号涨超2%,中国交通建设涨1.55%。 消息上,招商宏观研报称,下阶段可重点关 注基建相关财政支出增速的回补效应,或对当前相对疲弱的基建投资增速形成显著支撑,同时也构成上 游"反内卷"需求侧政策的重要部分。为完成全年支出预算,后续基建领域支出进度须有明显加速。1-7 月一般公共预算支出基建领域支出累计同比增速仅为-5%,8-12月增速中枢有望反弹至7%以上。 有分 析称,短期关注政策催化下的主题机会,中长期聚焦具备技术壁垒及海外拓展能力的龙头。建议结合业 绩确定性与成长性(如高铁智能化细分赛道)布局。(格隆汇) 相关事件 港股异动丨高铁基建股强势 中国中车涨超6% 中国铁建等多股涨近3% 中国铁建(01186.HK)拟8月29日举 行董事会会议批准中期业绩 中国中冶(01618.HK)拟8月29日举行董事会会议批准中期业绩 港股异动丨高 铁基建股持续上涨 中国中冶涨超6%,月内累计升幅达30% 港股异动丨高铁基建股强势 中国中车涨超 6% 中国铁建等多股涨近3% 中国中车(01766.HK)8月2 ...
矿产资源:铜钴镍金煤等建筑矿产资源重估
2025-08-20 14:49
Summary of Key Points from Conference Call Records Industry Overview - The conference call focuses on the mining resources industry, particularly copper, cobalt, nickel, gold, and coal, with specific emphasis on companies like China Metallurgical Group Corporation (China MCC), China Railway Group, China Power Construction Corporation, and Shanghai Construction Group. Core Insights and Arguments - **China MCC's Copper Projects**: China MCC has significant copper mining projects in Afghanistan and Pakistan, expected to contribute approximately 3 billion RMB in annual profits, with a potential market value increase of around 30 billion RMB, enhancing the company's overall valuation [1][4]. - **Nickel and Cobalt Production**: China MCC's nickel and cobalt business is projected to generate 2.97 billion RMB in revenue in 2024, contributing 460 million RMB to the total profit, which is 5% of the company's total profit [1][5]. - **Copper Production Forecast**: The Sandak copper-gold mine is expected to produce 24,000 tons of copper in 2024, generating 1.74 billion RMB in revenue and contributing 203 million RMB to profits, accounting for 2.2% of the total [1][6]. - **Impact of Rising Copper Prices**: An increase in copper prices is expected to significantly benefit mining resource companies. If copper prices remain high, China MCC's profit could double to approximately 14 billion RMB, leading to a total market value of around 90 billion RMB [1][9]. - **China Railway Group's Resource Holdings**: China Railway Group holds substantial resources, including 595,800 tons of molybdenum and 6,459,400 tons of copper, with a projected net profit of no less than 3 billion RMB in 2024, corresponding to a market value of 36 billion RMB [1][12]. - **China Power Construction's Investment Returns**: The Congo-based Huagang project, in which China Power Construction has a stake, contains over 8 million tons of copper and 540,000 tons of cobalt, generating 1 billion RMB in annual investment returns [3][13]. - **Shanghai Construction Group's Gold Mining**: Shanghai Construction Group's Koka gold mine is expected to sell 61,200 ounces of gold in 2024, achieving 1.067 billion RMB in revenue, with a gross profit margin of 51% [3][15]. Other Important Insights - **Strategic Resource Acquisition**: Construction companies are acquiring mining resources as part of their business transformation, particularly under the Belt and Road Initiative, allowing them to diversify and enhance profitability [2]. - **Market Timing for Asset Valuation**: The focus on hidden assets of construction companies is timely due to the approaching traditional peak season and expectations of U.S. interest rate cuts, which may drive up prices for commodities like copper and nickel [8]. - **Future Profitability Projections**: China MCC's total mineral resource reserves, including copper, nickel, and cobalt, are expected to significantly enhance its profitability, with projections indicating that profits could account for over 20% of total earnings post-expansion [10]. - **North International's Coal Trade**: North International, primarily engaged in Mongolian coal trade, anticipates a profit increase of 25% in the second half of the year due to rising coal prices [18]. This summary encapsulates the critical insights and projections regarding the mining resources industry and the performance of key companies within this sector.
中国中冶(601618) - 中国中冶H股公告

2025-08-19 11:47
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。 董事會會議通告 中 國 冶 金 科 工 股 份 有 限 公 司(「本公司」)董 事 會(「董事會」)謹 此 宣 佈,董 事 會 會 議 將 於 二 零 二 五 年 八 月 二 十 九 日(星 期 五)舉 行,藉 以(其 中 包 括) 考慮及批准本公司及其附屬公司截至二零二五年六月三十日止之中期 業 績 及 其 發 佈。 承董事會命 中國冶金科工股份有限公司 常 琦 聯席公司秘書 北 京,中 國 二零二五年八月十九日 於 本 公 告 日 期,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 ...
中国中冶(01618.HK)拟8月29日举行董事会会议批准中期业绩

Ge Long Hui· 2025-08-19 09:14
格隆汇8月19日丨中国中冶(01618.HK)宣布,董事会会议将于2025年8月29日(星期五)举行,藉以(其 中包括)考虑及批准本公司及其附属公司截至2025年6月30日止的中期业绩及其发布。 ...
中国中冶(01618) - 董事会会议通告

2025-08-19 09:05
董事會會議通告 中 國 冶 金 科 工 股 份 有 限 公 司(「本公司」)董 事 會(「董事會」)謹 此 宣 佈,董 事 會 會 議 將 於 二 零 二 五 年 八 月 二 十 九 日(星 期 五)舉 行,藉 以(其 中 包 括) 考慮及批准本公司及其附屬公司截至二零二五年六月三十日止之中期 業 績 及 其 發 佈。 承董事會命 中國冶金科工股份有限公司 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。 常 琦 聯席公司秘書 北 京,中 國 二零二五年八月十九日 於 本 公 告 日 期,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 ...
智通AH统计|8月15日
智通财经网· 2025-08-15 08:19
截止8月15日收盘,东北电气(00042)、弘业期货(03678)、安德利果汁(02218)分列AH溢价率前三位,溢 价率分别为770.97%、226.69%、213.19%;宁德时代(03750)、恒瑞医药(01276)、紫金矿业(02899)分列 AH溢价率末三位,溢价率分别为-19.95%、-7.45%、5.81%。其中安德利果汁(02218)、金力永磁 (06680)、南京熊猫电子股份(00553)的偏离值位居前三,分别为21.03%、11.03%、10.63%;另外,比亚 迪股份(01211)、东北电气(00042)、龙蟠科技(02465)的偏离值位居后三,分别 为-143.50%、-80.62%、-50.25%。 前十大AH股溢价率排行 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) | 18.350 | 47.98 | 213.19% | 21.03% | | 金力永磁(06680) | 19.090 | 28.17 | 76.74% | 11.03% | ...
中国中冶午前涨逾4% 前7月新签海外合同额同比增长38%
Xin Lang Cai Jing· 2025-08-14 03:52
Core Viewpoint - China Metallurgical Group Corporation (China MCC) experienced a stock price increase of over 6% during trading, with a current price of HKD 2.17 and a trading volume of HKD 144 million [1] Group 1: Contract Signing Performance - In the period from January to July 2025, China MCC signed new contracts worth RMB 611.34 billion, representing a decrease of 18.5% compared to the same period last year [1] - The new overseas contracts amounted to RMB 61.26 billion, showing an increase of 38.0% year-on-year [1] Group 2: Company Profile - China MCC is recognized as a key resource enterprise by the state, with significant reserves in its operating mines, including the Rui Mu nickel-cobalt mine, Du Da lead-zinc mine, and Shan Da copper-gold mine [1]
高铁基建股持续上涨 中国中冶涨超6%,月内累计升幅达30%
Ge Long Hui· 2025-08-14 03:36
责任编辑:栎树 有分析称,短期关注政策催化下的主题机会,中长期聚焦具备技术壁垒及海外拓展能力的龙头。建议结 合业绩确定性与成长性(如高铁智能化细分赛道)布局。 | 代码 | 名称 | 最新价 | 涨跌幅 √ | 总市值 | | --- | --- | --- | --- | --- | | 01618 | 中国中冶 | 2.220 | 6.22% | 460.06亿 | | 03898 | 时代电气 | 35.700 | 2.18% | 484.79亿 | | 00390 | 中国中铁 | 4.070 | 1.24% | 1006.96亿 | | 00525 | 广深铁路股份 | 2.000 | 1.01% | 141.67亿 | | 01800 | 中国交通建设 | 5.860 | 0.86% | 953.93亿 | | 01186 | 中国铁建 | 5.770 | 0.52% | 783.54亿 | | 01766 | 中国中车 | 5.730 | 0.17% | 1644.44亿 | 港股高铁基建股继续上涨行情,其中,中国中冶涨超6%领衔,月内累计升幅更是高达30%,时代电气 涨超2%,中国中铁、中国铁 ...
中国中冶涨超6% 前7月新签海外合同同比增长38% 公司矿产价值有望重估
Zhi Tong Cai Jing· 2025-08-14 03:28
Core Viewpoint - China Metallurgical Group Corporation (China MCC) has seen its stock price increase by over 6%, currently at HKD 2.22, with a trading volume of HKD 125 million. The company reported a decline in new contract value for the first seven months of 2025 compared to the previous year, but a significant increase in overseas contracts [1][1][1]. Group 1: Company Performance - China MCC's new contract value for January to July 2025 is RMB 611.34 billion, representing an 18.5% decrease year-on-year [1]. - The company secured overseas contracts worth RMB 61.26 billion, which is a 38.0% increase compared to the same period last year [1]. Group 2: Resource and Market Outlook - China MCC is recognized as a key resource enterprise, with significant reserves in nickel, cobalt, lead, zinc, and copper [1][1]. - According to Caitong Securities, as of the end of 2024, the company has mineral reserves of 1,795 thousand tons of copper, 184.2 thousand tons of nickel, 64.29 thousand tons of zinc, 32.11 thousand tons of lead, and 20.9 thousand tons of cobalt [1][1]. - The demand for copper, nickel, and cobalt is expected to remain strong due to the steady development of downstream industries such as electricity and new energy [1][1]. - The company has two pending production mines with a copper reserve of 16.14 million tons, which are anticipated to contribute significantly to performance once operational [1].