比优集团(09893)涨近15%，本月股价累涨逾70%。截至发稿，涨14.79%，报1.63港元，成交额708.62万 港元。 据悉，安徽金鼎矿业自2021年8月投产以来，已成为集团重要的利润增长点，主要产品包括硫精矿、铜 精矿、铁精矿及金矿等。过去一财年，该矿区开采矿石量超96万吨，近三年收入年复合增长率超过 60%。此外，位于西藏墨竹工卡县的西藏天仁项目预计2026年底建成投产。 消息面上，1月29日，现货黄金盘中最高触及5598.75美元/盎司，今年以来的涨幅已经逼近30%；此外， 沪铜主力合约2603刷新历史高点，最高报110970元/吨，LME铜价进一步上涨，首次突破每盎司14000美 元。公开资料显示，比优集团通过安徽金鼎矿业和西藏天仁项目两大核心资产，不断强化在矿产资源领 域的影响力与控制力。 ...

延续近期强势，港股市场的"矿山"概念股比优集团(9893.HK)今日盘中再度涨超12%至1.6港元，创历史 新高，总市值超56亿港元。消息面上，现货黄金延续涨势，今日盘中一度冲高至5595.41美元/盎司，再 创新纪录。现货黄金本周累涨超600美元，累涨幅度超12%。 据悉，比优集团核心资产--安徽金鼎矿山，依托成熟的提金工艺和稳定的产能，正在成为公司业绩的重 要支撑。2025全年财报数据显示，安徽金鼎共生产含金泥约850公斤，含金量约20%，折合纯金产量约 170公斤。铜金共生资源亦十分亮眼，2024全年开采77.9万吨铜金矿，平均金品位0.66g/t，铜金精矿加 工产出1.91万吨，平均金品位显著提升至16.75g/t，为黄金产能的持续释放奠定了坚实基础。 ...

最近A股资源股掀起大涨潮，各类金属大秀潜力，紫金矿业（601899）、洛阳钼业（603993）等龙头更 是在高位持续突破。而在港股，坐拥两处优秀矿业资产的比优集团控股有限公司（09893）股价表现也 格外抢眼：1月26日盘中一度涨超23%，最高触及1.35港元，创历史新高，市值一度升至约48亿港元；1 月27日延续涨势，盘中一度涨超20%，最高触及1.57港元，收盘价为1.37港元。 从去年至今涨幅超140%的趋势性上涨，到最近的接力上涨，比优集团的股价节奏明显快于大盘，毫不 逊色于其他知名度更高的标的。而"神奇"的是，近日海外投研机构Simply Wall St在最新评估中，仍将比 优集团列入"全球十大未被发现且基本面扎实的小盘股"名单，认为公司仍有未被发掘的价值。该评估背 景为全球市场在新年迎来上涨行情，小盘股已然占据市场核心地位，表现远超大盘股并吸引了众多投资 者目光。其中，罗素2000指数在各大主要指数中领涨，当下正是挖掘潜力小盘股的绝佳时机——这类企 业有望借势本轮市场行情实现突破。Simply Wall St明确，在当前宏观经济存在不确定性的环境下，甄 别优质小盘股的关键在于寻找基本面扎实、增长潜 ...

公开资料显示，自成立以来，比优集团专注民爆主业，随着业务持续扩张及市场协同效益的考虑，把矿 业采掘纳入战略发展板块。通过注入内蒙古盛安化工资产、收购安徽金鼎矿业等一系列重大举措，目前 已形成"民爆+矿产"双轮驱动的成熟业务格局。据悉，安徽金鼎矿业自2021年8月投产以来，已成为集团 重要的利润增长点，主要产品包括硫精矿、铜精矿、铁精矿及金矿等。 智通财经APP获悉，比优集团(09893)今日盘中一度涨超23%，截至发稿，涨17.43%，报1.28港元，成交 额510.32万港元。 ...

公开资料显示，自成立以来，比优集团专注民爆主业，随着业务持续扩张及市场协同效益的考虑，把矿 业采掘纳入战略发展板块。通过注入内蒙古盛安化工资产、收购安徽金鼎矿业等一系列重大举措，目前 已形成"民爆+矿产"双轮驱动的成熟业务格局。据悉，安徽金鼎矿业自2021年8月投产以来，已成为集团 重要的利润增长点，主要产品包括硫精矿、铜精矿、铁精矿及金矿等。 比优集团(09893)今日盘中一度涨超23%，截至发稿，涨17.43%，报1.28港元，成交额510.32万港元。 ...

受益金银等贵金属价格不断新高，港股市场的"矿山"概念股比优集团(9893.HK)今日盘中一度涨近24% 报1.35港元，股价创新高，市值升至48亿港元。 据悉，集团核心资产--安徽金鼎矿山，依托成熟的提金工艺和稳定的产能，正在成为公司业绩的重要支 撑。2025全年财报数据显示，安徽金鼎共生产含金泥约850公斤，含金量约20%，折合纯金产量约170公 斤。铜金共生资源亦十分亮眼，2024全年开采77.9万吨铜金矿，平均金品位0.66g/t，铜金精矿加工产出 1.91万吨，平均金品位显著提升至16.75g/t，为黄金产能的持续释放奠定了坚实基础。有分析人士指 出，随着金、铜等价格的不断新高以及关注度不断提升，兼具独特商业模式与清晰成长路径的比优集 团，有望迎来价值重估。 ...

1月26日，受益金银等贵金属价格不断新高，港股市场的"矿山"概念股比优集团(9893.HK)今日盘中一度涨近24%报1.35港 元，股价创新高，市值升至48亿港元。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 据悉，集团核心资产--安徽金鼎矿山，依托成熟的提金工艺和稳定的产能，正在成为公司业绩的重要支撑。2025全年财报数 据显示，安徽金鼎共生产含金泥约850公斤，含金量约20%，折合纯金产量约170公斤。铜金共生资源亦十分亮眼，2024全年 开采77.9万吨铜金矿，平均金品位0.66g/t，铜金精矿加工产出1.91万吨，平均金品位显著提升至16.75g/t，为黄金产能的持续 释放奠定了坚实基础。有分析人士指出，随着金、铜等价格的不断新高以及关注度不断提升，兼具独特商业模式与清晰成 长路径的比优集团，有望迎来价值重估。 ...

Core Insights - The article highlights the successful transformation of the company from a traditional explosives business to a diversified mining operation, emphasizing its growth in the mining sector as a core driver of future performance [3][4][5][13] Group 1: Business Transformation - The company has evolved from a focus on explosives to a dual-driven model of "explosives + mining," which has opened up significant growth opportunities [3][4] - The mining business has become a core growth driver, with increasing revenue contributions, as the company capitalizes on the rising demand for strategic mineral resources in emerging industries [4][5] - The company holds rare industry qualifications, including a national high-tech enterprise status and dual-level construction qualifications, providing a competitive edge in its transition to mining [4][5] Group 2: Resource and Market Dynamics - The company has identified high-quality mineral resources, such as gold and sulfur, which align with current market trends, including a surge in gold prices reaching historical highs [5][10] - The company's projects, like the Tianren mining project, are positioned to meet the growing demand in high-end manufacturing and new energy sectors, with significant reserves of molybdenum and copper [5][7][8] Group 3: ESG and Sustainable Practices - The company has established a clear ESG governance structure to ensure sustainable growth, integrating ESG strategies across its operations [9][10] - It has implemented various environmental initiatives, including efficient pollution control measures and resource recycling practices, contributing to a significant reduction in greenhouse gas emissions [11][12] - The company is committed to community engagement and social responsibility, supporting local development and disaster relief efforts [12] Group 4: Financial Stability and Future Outlook - The company maintains a strong financial position with approximately 600 million yuan in cash and a consistent positive operating cash flow over the past decade, providing a solid foundation for its mining projects [8][12] - The ongoing development of core projects and continuous improvement in management capabilities are expected to drive further growth and enhance the company's long-term value [13]

Core Insights - The company reported a revenue of 748 million RMB for the six months ending September 30, 2025, representing a year-on-year decline of 12.9% [1] - The profit attributable to the company's owners was 108 million RMB, showing a year-on-year increase of 25.9% [1] - The basic earnings per share were 0.030 RMB [1]

Group 1 - The core viewpoint of the article is that 比优集团 (Biyou Group) reported a decline in revenue while showing an increase in profit attributable to shareholders [1] Group 2 - The company reported revenue of 748 million RMB for the six months ending September 30, 2025, representing a year-on-year decrease of 12.9% [1] - Profit attributable to shareholders was 108 million RMB, reflecting a year-on-year increase of 25.9% [1] - Basic earnings per share were reported at 0.030 RMB [1]