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。 ...

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。 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 比優集團控股有限公司 呈交日期: 2026年1月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 09893 | 說明 | 沒有 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 5,000,000,000 | HKD | | 0.01 | HKD | | 50,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 5,000,000,000 | HKD | | | 0.01 HKD | | 50,000,000 | 本月底法定/ ...

Group 1 - The "Annual Growth Value Award" recognizes companies with significant growth potential in the capital market, emphasizing the importance of continuous growth for sustainable development [1][2] - The award selection process involves quantitative data analysis and expert review to identify companies that are proactive and committed to expansion [1] - The event highlighted ten companies that received the "Annual Growth Value Award," including 比优集团 (Biyou Group), 地平线机器人-W (Horizon Robotics-W), and others, listed in alphabetical order [1] Group 2 - The "Golden Grid Award" aims to create a valuable reference list of listed companies and unicorns, covering all companies listed on major exchanges such as the Hong Kong Stock Exchange, Shanghai Stock Exchange, Shenzhen Stock Exchange, and others [2] - The initiative reflects a global perspective with a focus on investment opportunities in China [2]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年11月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 比優集團控股有限公司 呈交日期: 2025年12月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 09893 | 說明 | 沒有 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 5,000,000,000 | HKD | | 0.01 | HKD | | 50,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 5,000,000,000 | HKD | | | 0.01 HKD | | 50,000,000 | 本月底法定 ...

Financial Performance - The Group's revenue for the six months ended 30 September 2025 was approximately RMB 748.16 million, representing a decrease of approximately 12.92% compared to the same period in the previous fiscal year[5]. - Profit attributable to owners for the Interim Period was approximately RMB 107.62 million, an increase from RMB 85.47 million in the previous year[9]. - Total comprehensive income attributable to owners for the Interim Period was approximately RMB 117.31 million, compared to RMB 87.85 million in the previous year[9]. - Basic earnings per share for the Interim Period was approximately RMB 0.030, up from RMB 0.024 in the previous year[9]. - The Group's gross profit for the Interim Period was approximately RMB 343.32 million, down from RMB 378.30 million in the previous year[7]. - Profit for the period was RMB 107,620,000 for the six months ended September 30, 2025, compared to RMB 85,474,000 for the same period last year, marking an increase of around 25.9%[17]. - Other comprehensive income for the period totaled RMB 9,686,000, contributing to a total comprehensive income of RMB 117,306,000 for the six months ended September 30, 2025[17]. - Profit before income tax for the period was RMB 226.252 million, compared to RMB 242.414 million for the same period in 2024, indicating a decrease of approximately 6.5%[41]. Expenses and Liabilities - Selling and distribution expenses decreased to RMB 17.60 million from RMB 30.78 million in the previous year, reflecting a reduction of approximately 42.7%[7]. - Administrative and other operating expenses increased to RMB 110.93 million from RMB 101.89 million in the previous year[7]. - Non-current liabilities decreased from RMB 1,128,039,000 as of March 31, 2025, to RMB 826,629,000 as of September 30, 2025, representing a reduction of approximately 26.7%[13]. - Current liabilities decreased to RMB 1,437.85 million from RMB 1,601.30 million as of 31 March 2025[11]. Assets and Equity - Non-current assets increased to RMB 3,620.58 million as of 30 September 2025, compared to RMB 3,298.31 million as of 31 March 2025[11]. - Net assets increased from RMB 2,175,488,000 as of March 31, 2025, to RMB 2,356,492,000 as of September 30, 2025, reflecting a growth of about 8.3%[13]. - Total equity rose from RMB 2,175,488,000 to RMB 2,356,492,000, indicating an increase of approximately 8.3%[13]. - Current assets were approximately RMB 1,301.80 million, with cash and cash equivalents at approximately RMB 605.89 million as of September 30, 2025[79][84]. Cash Flow - The company reported a total cash flow from operating activities for the six months ended September 30, 2025, which is detailed in the cash flow statement[18]. - Net cash generated from operating activities for the six months was RMB 215,394,000, a decrease of 4.6% from RMB 226,437,000 in the prior year[19]. - Net cash used in investing activities increased to RMB 340,714,000, compared to RMB 110,904,000 in the same period of 2024[19]. - Net cash generated from financing activities was RMB 98,257,000, contrasting with a net cash used of RMB 15,389,000 in the previous year[19]. - Cash and cash equivalents at the end of the period were RMB 605,890,000, down from RMB 632,545,000 at the beginning of the period[19]. - The company reported a net decrease in cash and cash equivalents of RMB 27,063,000, compared to an increase of RMB 100,144,000 in the same period last year[19]. Sales and Revenue Breakdown - For the six months ended 30 September 2025, external sales from mining operations amounted to RMB 461.485 million, while explosives trading and blasting services generated RMB 286.670 million, totaling RMB 748.155 million in segment revenue[40]. - Sales of explosives dropped significantly to RMB 195,450,000, a decrease of 56.4% compared to RMB 448,059,000 in the prior year[30]. - Revenue from the provision of blasting operations increased to RMB 101,630,000, up 69.7% from RMB 59,952,000 in the previous year[30]. - Sales of mineral concentrates rose to RMB 451,075,000, reflecting a 28.5% increase from RMB 351,186,000 in the same period last year[30]. - Revenue from explosive trading and blasting services decreased by approximately 43.58% compared to the same period in 2024[76]. - The Group's half-year revenue decreased by approximately 12.92% compared to the same period in 2024, primarily due to a 43.58% decline in sales of civil explosives driven by a downturn in the coal and coke industry[77]. Shareholding and Corporate Governance - As of September 30, 2025, Mr. Liu Fali holds 242,415,854 ordinary shares, representing 6.81% of the total shareholding[127]. - The total interests of parties to an agreement to acquire interests in the Company amount to 1,707,147,368 ordinary shares, which is 47.97% of the total shareholding[127]. - Ms. Ma Ye is a beneficial owner of 126,005,000 ordinary shares, accounting for 3.54% of the total shareholding[128]. - Shiny Ocean Holdings Limited holds 1,361,516,331 ordinary shares, representing 38.26% of the total shareholding[135]. - The interests of any parties to an agreement to acquire interests in the Company also include 588,046,891 ordinary shares, which is 16.52% of the total shareholding[135]. - The report indicates that no other directors or chief executives had any interests or short positions in shares as of September 30, 2025[131]. - The Company confirmed compliance with the required standards for directors' securities transactions during the six months ended September 30, 2025[147]. - The company has adhered to the corporate governance code principles and provisions, with the exception of certain deviations regarding insurance cover for directors and the separation of roles between the Chairman and Chief Executive Officer[153][155]. Operational Developments - The company continues to focus on the manufacturing and sale of explosives, as well as the provision of blasting operations and related services in the PRC[21]. - The construction of the detonator production line in Tajikistan is nearly complete and will begin production after safety assessments[117]. - The Tibet Tianren project has commenced full-scale construction and is expected to be operational by the end of 2026[117]. - The Group's management anticipates a rebound in civil explosives sales with the gradual recovery of the coal market[121]. - The second phase of the deep-mining project at Anhui Jinding is progressing steadily, expected to enhance the unit ore value further[122]. Employee and Staff Information - Staff costs for the six months ended September 30, 2025, amounted to RMB 102.03 million, with a total of 1,448 full-time employees as of the same date[106]. - As of September 30, 2025, the Group employed 1,448 full-time employees, an increase from 1,111 employees as of March 31, 2025[110].

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]