登录新浪财经APP 搜索【信披】查看更多考评等级 公司代码：600547 公司简称：山东黄金 第一节 重要提示 1.1本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规 划，投资者应当到www.sse.com.cn网站仔细阅读半年度报告全文。 1.2本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确性、完整 性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 1.3公司全体董事出席董事会会议。 1.4本半年度报告未经审计。 1.5董事会决议通过的本报告期利润分配预案或公积金转增股本预案 经公司第七届董事会第二次会议决议，公司2025年半年度拟以实施权益分派股权登记日登记的总股本为 基数分配利润，向全体股东每10股派发现金红利1.80元（含税）。截至2025年8月27日，公司总股本 4,473,429,525股，以此为基数计算拟派发现金红利 805,217,314.50元。公司2025年半年度现金分红金额 占当期扣除永续债利息后归属于上市公司普通股股东净利润的31.45%。本次利润分配不送股，不进行 资本公积金转增股本。 若在实施 ...

新京报贝壳财经讯 8月27日，山东黄金发布半年度业绩报告称，2025年上半年营业收入约567.66亿元， 同比增加24.01%；归属于上市公司股东的净利润约28.08亿元，同比增加102.98%；基本每股收益0.57 元，同比增加120.11%。 编辑 杨娟娟 ...

Group 1 - The core viewpoint is that gold prices are expected to continue rising due to favorable market conditions, including anticipated interest rate cuts by the Federal Reserve and a weakening dollar [2] - On August 28, major stock indices strengthened, driven by rising gold prices and positive half-year earnings reports from gold-related companies [1] - Shandong Gold and Western Gold reported significant profit increases for the first half of the year, with Shandong Gold's net profit reaching 2.808 billion yuan, a year-on-year increase of 102.98%, and Western Gold's net profit at 154 million yuan, a year-on-year surge of 131.94% [1] Group 2 - The market is seeing a new allocation window for gold stocks in August, with expectations of continued price increases following a period of consolidation [2] - The easing expectations of the Federal Reserve's monetary policy are beneficial for reducing the cost of holding gold, which supports gold price performance [2] - Gold ETFs, such as Huaxia Gold ETF and Gold Stock ETF, have the lowest management and custody fees in the sector, at a combined rate of 0.2% [1]

Core Insights - Shandong Gold reported significant growth in its 2025 semi-annual report, with operating revenue reaching 56.766 billion yuan, a year-on-year increase of 24.01%, and net profit attributable to shareholders soaring to 2.808 billion yuan, up 102.98% [1] Group 1: Financial Performance - The company achieved a mineral gold production of 24.71 tons, accounting for 17.72% of the domestic mining enterprises' total production, with 5.67 tons produced from overseas mines, solidifying its industry-leading position [1] - The company plans to distribute a cash dividend of 1.80 yuan per 10 shares (tax included), totaling approximately 805 million yuan, which represents 31.45% of the net profit attributable to ordinary shareholders after deducting perpetual bond interest [3] Group 2: Project Development and Acquisitions - The company accelerated project construction, completing an investment of 1.09 billion yuan and an engineering volume of 374,800 cubic meters during the reporting period [1] - Since 2023, the company has made several acquisitions, including a 28.89% stake in Shandong Gold International, mining rights for the Daqiao Gold Mine, and a 70% stake in Inner Mongolia Shanjin Changtai Mining Co., significantly increasing its resource reserves [2] Group 3: Sustainability and Shareholder Confidence - The company has made notable progress in sustainable development, achieving an ESG rating upgrade to A, enhancing its "Ecological Shandong Gold" brand image [3] - The controlling shareholder, Shandong Gold Group, has initiated a share buyback plan of 500 million to 1 billion yuan, demonstrating management's confidence in the company's future development [3]

Group 1 - The Hong Kong gold stocks are experiencing an upward trend, with Shandong Gold reaching a historical high, rising nearly 5% [1] - The spot gold price has hit a year-to-date high of $3,500 per ounce, contributing to the valuation increase of the gold sector [1] - Shandong Gold reported a revenue of 56.766 billion yuan for the first half of the year, a year-on-year increase of 24.01%, and a net profit of 2.808 billion yuan, up 102.98% [1] Group 2 - Zijin Mining's net profit for the first half of the year increased by 54% year-on-year, reaching 23.3 billion yuan, driven by strong demand for strategic commodities [1] - Selena Ling, Chief Economist at OCBC, predicts that gold prices may rise further due to ongoing demand from central banks, institutions, and retail investors, with year-end targets of $3,570 per ounce and $3,850 per ounce by mid-next year [1] - The performance of various gold stocks includes notable increases: Shandong Gold up 4.61%, Zhaojin Mining up 3.35%, and Chifeng Jilong Gold up 2.80% [1]

消息面上，山东黄金发布2025年半年度报告，营业收入567.66亿元(人民币，下同)，同比增长24.01%；归属于上市公司股东的净利润28.08亿元， 同比增长102.98%；基本每股收益0.57元，拟向全体股东每10股派发现金红利1.80元(含税)。华泰证券表示，公司是黄金行业龙头，且该行认为金 价长期依旧具备上升空间，黄金股或仍具配置价值。 （原标题：港股异动 | 山东黄金(01787)涨超4% 公司上半年归母净利润同比增长102.98%） 智通财经APP获悉，山东黄金(01787)涨超4%，截至发稿，涨4.61%，报29.98港元，成交额1.19亿港元。 ...

消息面上，山东黄金发布2025年半年度报告，营业收入567.66亿元(人民币，下同)，同比增长24.01%； 归属于上市公司股东的净利润28.08亿元，同比增长102.98%；基本每股收益0.57元，拟向全体股东每10 股派发现金红利1.80元(含税)。华泰证券表示，公司是黄金行业龙头，且该行认为金价长期依旧具备上 升空间，黄金股或仍具配置价值。 山东黄金（600547）(01787)涨超4%，截至发稿，涨4.61%，报29.98港元，成交额1.19亿港元。 ...

Core Viewpoint - Shandong Gold has demonstrated significant growth in revenue and net profit in the first half of 2025, benefiting from high gold prices and effective operational strategies [2][3][4] Financial Performance - The company reported a revenue of 56.766 billion yuan, a year-on-year increase of 24.01% [2] - Net profit attributable to shareholders reached 2.808 billion yuan, reflecting a substantial growth of 102.98% compared to the previous year [2] - A cash dividend of 1.8 yuan per 10 shares is proposed, totaling approximately 805 million yuan, which is 31.45% of the net profit after deducting perpetual bond interest [2] Production and Operations - Shandong Gold's gold production increased to 24.71 tons, accounting for 17.72% of the domestic gold production from mining companies [2] - The company has accelerated production system optimization, achieving a 29.36% increase in total mining output and a 23.36% increase in ore processing [3] - The company completed 293,000 meters of exploration engineering, adding 18.8 tons of gold metal during the reporting period [3] Market Context - Gold prices have reached new highs, with international spot gold peaking at $3,500 per ounce, closing at $3,302, a 25.8% increase from the end of last year [3] - The domestic gold price also saw a significant rise, with the Shanghai Gold Exchange AU(T+D) contract closing at 764.15 yuan per gram, up approximately 24.3% [3] Strategic Initiatives - The company is focusing on green development and environmental protection, with 21 of its mines listed as national or provincial green mines [3] - Shandong Gold is actively pursuing resource acquisition and exploration in key mineral-rich areas, aiming for sustainable growth [3][4] Industry Outlook - Analysts suggest that the financial attributes of gold are becoming more prominent amid the restructuring of international credit, indicating a long-term upward trend in gold prices [4] - Shandong Gold is well-positioned to benefit from the high industry demand and ongoing operational improvements [4]

2025年8月28日，山东黄金(600547.SH)发布2025年中报。 公司营业总收入为567.66亿元，在已披露的同业公司中排名第1，较去年同报告期营业总收入增加109.92亿元，实现2年连续上涨，同比较去年同期上涨 24.01%。归母净利润为28.08亿元，在已披露的同业公司中排名第1，较去年同报告期归母净利润增加14.25亿元，实现4年连续上涨，同比较去年同期上涨 102.98%。经营活动现金净流入为105.03亿元，在已披露的同业公司中排名第1，较去年同报告期经营活动现金净流入增加47.23亿元，实现2年连续上涨，同 比较去年同期上涨81.72%。 公司最新资产负债率为63.11%，较上季度资产负债率减少0.51个百分点，较去年同期资产负债率减少1.58个百分点。 公司最新毛利率为17.46%，较上季度毛利率增加1.89个百分点，较去年同期毛利率增加3.30个百分点，实现4年连续上涨。最新ROE为6.64%，较去年同期 ROE增加2.52个百分点。 | 序号 | 股东名称 | 持股 | 山东黄金集团有限公司 | | --- | --- | --- | --- | | 36.2. | l | 香港中央 ...

证券之星消息，山东黄金2025年中报显示，公司主营收入567.66亿元，同比上升24.01%；归母净利润28.08亿元，同比上升102.98%；扣非净利润 28.1亿元，同比上升98.74%；其中2025年第二季度，公司单季度主营收入308.3亿元，同比上升14.97%；单季度归母净利润17.82亿元，同比上升 160.68%；单季度扣非净利润17.79亿元，同比上升152.72%；负债率63.11%，投资收益-3.63亿元，财务费用9.14亿元，毛利率17.46%。 财报数据概要请见下图: 28.10 +98.74% 同比 单季度扣非净利润-第二季度(亿) 17.79 同比 +152.72% 28.09 17.79 14.13 8.81 7.03 4.42 2023 2025 2024 ■ 扣非净利润-中报(亿) ■ 单季度扣非净利润-第二季度(亿) l 财务数据 8.79 6.83 4.4 2023 2025 2024 ■ 归母净利润-中报(亿) ■ 单季度归母净利润-第二季度(亿) 一 扣非净利润 一 扣非净利润-中报(亿) 销售毛利率(%) 17.46 净资产收益率 (%) 9.81 每股营业收入 ( ...