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【前瞻分析】2025年中国贵金属材料行业投融资规模及投资者分析
Sou Hu Cai Jing· 2025-07-01 12:18
Group 1 - The core viewpoint of the articles highlights the development and growth of the precious metals materials industry in China, particularly focusing on the leading company, Guoyan Platinum Industry, and its strategic initiatives for high-quality development [1][3][5] - Guoyan Platinum Industry was established in 2000 and listed in 2003, evolving into a comprehensive entity in precious metals research and development, with a focus on manufacturing, resource recycling, and supply services [1][3] - In 2023, Guoyan Platinum Industry achieved a production volume of 3,433 tons of precious metal materials, with 1,535 tons coming from recycled resources, indicating a significant increase in production capacity [3] Group 2 - The financing scale for precious metals materials companies is relatively small, but the amount of single financing events has been increasing, with total financing reaching 320 million yuan by March 31, 2025 [5] - The investment landscape in the precious metals materials industry is primarily dominated by domestic investment firms, while foreign investors are more active in trading platforms [6] - Notable domestic investment entities include Taihe Capital and Huatai Zijin, while international firms like Bertelsmann and Multicoin Capital are also involved in the sector [6]
【前瞻分析】2025年中国贵金属材料产业链结构及下游市场影响分析
Sou Hu Cai Jing· 2025-07-01 11:35
Industry Overview - The precious metal materials industry chain consists of precious metal supply, processing and manufacturing, downstream applications, and resource recycling [1] - Precious metals are obtained through exploration, mining, and smelting, including gold, silver, palladium, rhodium, iridium, ruthenium, osmium, and platinum [1] - Precious metals are used in various fields such as automotive, electronics, new energy, petrochemicals, biomedicine, and environmental protection [1] Downstream Applications - The unique properties of precious metal materials lead to their extensive use in traditional industries like automotive and chemicals, as well as emerging sectors such as new energy and information technology [3] - The demand for precious metal materials is driven by the development of regulations in non-road mobile machinery and shipping emissions, as well as advancements in hydrogen fuel cell vehicles [3] Industry Chain Analysis - Key players in the precious metal supply include mining companies and recycling firms, with notable companies like Zijin Mining, Shandong Gold, and Yuyuan Platinum [6] - Major manufacturers of precious metal materials include Guiyan Platinum and Kairui New Materials, with significant production from companies like Suzhou Solid and Juhua Materials [6] Company Performance - In terms of revenue, Zijin Mining is projected to exceed 100 billion yuan in 2024, while Shandong Gold and Hengbang shares are expected to surpass 50 billion yuan [8] - Guiyan Platinum achieved a revenue of 24.43 billion yuan in the first half of 2024, leading in production volume with over 2000 tons of various precious metal materials [8] - Other companies like Juhua Materials and Youyan New Materials also reported significant revenues, with Juhua Materials at 6.73 billion yuan and Youyan New Materials at 8.12 billion yuan [9][10]
贵研铂业(600459) - 云南省贵金属新材料控股集团股份有限公司关于为子公司担保进展的公告
2025-07-01 10:15
云南省贵金属新材料控股集团股份有限公司 关于为子公司担保进展的公告 本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个别及连带责任。 重要内容提示: ●被担保公司名称:贵研金属(上海)有限公司(以下简称"贵研金属")、上海贵 研实业发展有限公司(简称"贵研实业") ●本次公司为全资子公司贵研金属提供最高不超过 600.00 万美元银行授信额度担保, 为全资子公司贵研实业提供最高不超过 500.00 万美元银行授信额度担保。截至目前,累 计为子公司提供的实际担保余额为 5,833.16 万元(含本次实际担保额)。 ●本次是否有反担保:贵研金属及贵研实业为公司全资子公司,本次担保无反担保 ●对外担保逾期的累计数量:公司无逾期对外担保。 云南省贵金属新材料控股集团股份有限公司(以下简称"公司")第八届董事会第十 二次会议和 2024 年年度股东大会,审议通过了《关于公司为控股子公司银行授信额度提 供担保》的预案,同意公司为贵研金属及贵研实业提供合计不超过 8,000.00 万美元的授 信担保。具体担保内容请参阅 2025 年 4 月 25 日刊 ...
贵研铂业: 云南省贵金属新材料控股集团股份有限公司2024年度权益分派实施公告
Zheng Quan Zhi Xing· 2025-06-30 16:24
Core Points - The company announced a cash dividend distribution of 0.24014 CNY per share for the fiscal year 2024, totaling approximately 182.58 million CNY [1][2][3] - The dividend distribution plan was approved at the annual shareholders' meeting held on May 15, 2025 [1][2] - The record date for the dividend is set for July 4, 2025, with the last trading day on July 7, 2025, and the dividend payment date also on July 7, 2025 [1][3] Dividend Distribution Details - The total number of shares before the distribution was 760,295,046, and the cash dividend represents 31.51% of the company's net profit [2][3] - The company will adjust the per-share dividend amount if there are changes in the total number of shares before the record date, but the total distribution amount will remain unchanged [2][3] - The cash dividends for shareholders will be distributed through China Securities Depository and Clearing Corporation Limited, Shanghai Branch [3] Tax Implications - For individual shareholders holding shares for over one year, the dividend income is exempt from personal income tax, resulting in a net cash dividend of 0.24014 CNY per share [5][6] - For shares held for one year or less, the tax will be calculated upon the transfer of shares, with a potential tax rate of 10% for those holding shares for one month or less [5][6] - Qualified Foreign Institutional Investors (QFII) will have a 10% withholding tax applied, resulting in a net cash dividend of 0.21613 CNY per share [6]
贵研铂业(600459) - 云南省贵金属新材料控股集团股份有限公司关于完成工商变更登记的公告
2025-06-30 09:45
证券简称:贵研铂业 证券代码:600459 公告编号:临 2025-033 云南省贵金属新材料控股集团股份有限公司 关于完成工商变更登记的公告 本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个别及连带责任。 云南省贵金属新材料控股集团股份有限公司(以下简称"公司")已实施完毕部分 限制性股票回购注销事宜,公司总股本由 760,726,670 股变更为 760,295,046 股。公司 于 2025 年 4 月 23 日召开第八届董事会第十二次会议及 2025 年 5 月 15 日召开 2024 年 年度股东大会审议通过了《关于修改<公司章程>的预案》,对公司注册资本等相关条款 进行了修改。具体内容详见公司分别于 2025 年 4 月 8 日、4 月 25 日及 5 月 16 日在《中 国证券报》《上海证券报》及上海证券交易所网站(www.sse.com.cn)上披露的相关公 告。 公司已于 2025 年 6 月 27 日完成相关工商变更登记及《公司章程》备案手续,取得 由云南省市场监督管理局换发的《营业执照》,变更登记后的公司基本情况如 ...
贵研铂业(600459) - 云南省贵金属新材料控股集团股份有限公司2024年度权益分派实施公告
2025-06-30 09:45
证券代码:600459 证券简称:贵研铂业 公告编号:2025-032 云南省贵金属新材料控股集团股份有限公司 2024年年度权 益分派实施公告 本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。 重要内容提示: 每股分配比例 A 股每股现金红利0.24014元 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权(息)日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | A股 | 2025/7/4 | - | 2025/7/7 | 2025/7/7 | 差异化分红送转: 否 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 15 日的2024年年度股东大会审议通过。 3. 分配方案: 本次利润分配以方案实施前的公司总股本760,295,046股为基数,每股派发现 金红利0.24014元(含税),共计派发现金红利182,577,252.35元。 注:公司 2024 年年度股东大会审议通过了《关于公司 2024 年度利润分配的 议案》。公司拟向全 ...
贵研铂业: 云南省贵金属新材料控股集团股份有限公司关于召开2024年度暨2025年第一季度业绩说明会的公告
Zheng Quan Zhi Xing· 2025-06-24 19:08
Group 1 - The company will hold a performance briefing for the fiscal year 2024 and the first quarter of 2025 on June 30, 2025, from 15:00 to 16:00 [1][2] - The briefing will be conducted via video recording and online interaction, allowing investors to engage and ask questions [2][3] - Key personnel attending the meeting include Chairman Wang Jianqiang, General Manager Guo Junmei, and other executives [2] Group 2 - Investors can submit questions to the company via email by June 29, 2025, at 16:00, and the company will address common concerns during the briefing [3] - The meeting will be accessible through the Dongfang Wealth Roadshow platform, where investors can also view the main content post-event [3]
贵研铂业(600459) - 云南省贵金属新材料控股集团股份有限公司关于召开2024年度暨2025年第一季度业绩说明会的公告
2025-06-24 11:45
证券代码:600459 证券简称:贵研铂业 公告编号:临 2025-031 云南省贵金属新材料控股集团股份有限公司 关于召开 2024 年度暨 2025 年第一季度业绩说明会的公告 本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。 重要内容提示: https://roadshow.eastmoney.com/list?type=1 云南省贵金属新材料控股集团股份有限公司(以下简称"公司")已于 2025 年 4 月 25 日发布公司 2024 年度报告,并于 2025 年 4 月 30 日发布了 2025 年第一季度报 告,为便于广大投资者更全面深入地了解公司 2024 年度暨 2025 年第一季度经营成果、 财务状况,公司计划于 2025 年 06 月 30 日下午 15:00-16:00 举行 2024 年度暨 2025 年第一季度业绩说明会,就投资者关心的问题进行交流。 一、说明会类型 本次投资者说明会以视频录播和网络互动方式召开,公司将针对 2024 年度暨 2025 年第一季度经营成果及财务指标的具体情况与投资者进行互 ...
贵研铂业: 云南省贵金属新材料控股集团股份有限公司关于调整 2024年度利润分配方案每股分配比例的公告
Zheng Quan Zhi Xing· 2025-06-20 10:49
Core Viewpoint - The company has adjusted the cash dividend per share for the 2024 profit distribution plan from 0.24 yuan (including tax) to 0.24014 yuan (including tax) due to a reduction in total share capital following the repurchase and cancellation of certain restricted stocks [1][3][4] Summary by Sections Profit Distribution Adjustment - The cash dividend per share is adjusted to 0.24014 yuan (including tax) from the previous 0.24 yuan (including tax) [1] - The adjustment is a result of the company repurchasing and canceling 431,624 shares of restricted stock, reducing the total share capital from 760,726,670 shares to 760,295,046 shares [1][2] Total Profit Distribution - The total profit distribution amount remains unchanged at 182,577,252.35 yuan, which represents approximately 31.50668% of the company's net profit attributable to shareholders for 2024 [4] - The adjustment in the cash dividend per share is calculated based on the unchanged total profit distribution amount divided by the new total share capital [3][4] Future Announcements - The company will announce the specific date for the equity distribution implementation in future announcements [2][3]
贵研铂业(600459) - 云南省贵金属新材料控股集团股份有限公司关于调整 2024年度利润分配方案每股分配比例的公告
2025-06-20 10:30
本次调整原因:云南省贵金属新材料控股集团股份有限公司(以下简称"公司") 于2025年4月10日完成回购注销2021年限制性股票激励计划部分激励对象已获授但未解 除限售的限制性股票合计431,624股,公司总股本由760,726,670股变更为760,295,046 股。公司按照利润分配总额不变的原则,对2024年度利润分配方案的每股分配比例进行 相应调整。 股票代码:600459 股票简称:贵研铂业 编号:临2025-030 云南省贵金属新材料控股集团股份有限公司 关于调整2024年度利润分配方案每股分配比例的公告 本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个别及连带责任。 重要内容提示: 每股分配比例:A股每股派发现金红利由0.24元(含税)调整为0.24014元(含税)。 根据上述总股本变动情况,公司按照现金分配总额不变的原则,对2024年度利润分 配方案的每股现金分红金额进行相应调整:确定每股派发现金红利为0.24014元(含税), 即调整后每股现金红利=原定利润分配总额÷实施2024年度权益分派股权登记日登记的 公司总股本 ...