鹏欣资源(600490)今日涨停，全天换手率10.01%，成交额11.01亿元，振幅10.49%。龙虎榜数据显示， 沪股通净买入787.55万元，营业部席位合计净卖出770.53万元。 （文章来源：证券时报网） 融资融券数据显示，该股最新（8月21日）两融余额为6.70亿元，其中，融资余额为6.69亿元，融券余额 为85.62万元。近5日融资余额合计增加6926.00万元，增幅为11.55%。融券余额合计减少82.90万元，降 幅49.19%。 4月26日公司发布的一季报数据显示，一季度公司共实现营业收入15.30亿元，同比增长156.54%，实现 净利润1.08亿元，同比增长283.52%。 7月15日公司发布上半年业绩预告，预计实现净利润1.00亿元至1.50亿元，同比变动区间为 309.52%~414.28%。（数据宝） 鹏欣资源8月22日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 沪股通专用 | 8553.14 | | | 买二 | 开源证券股份有限公司西安西大街证券营业部 | 3618 ...

证券之星消息，8月22日工业金属板块较上一交易日上涨0.25%，鹏欣资源领涨。当日上证指数报收于 3825.76，上涨1.45%。深证成指报收于12166.06，上涨2.07%。工业金属板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600490 | 鹏欣资源 | 5.69 | 10.06% | 199.42万 | | 11.01亿 | | 002540 | 亚太科技 | 6.70 | 6.69% | 84.31万 | | 5.66亿 | | 300328 | 宜安科技 | 17.69 | 2.67% | 156.87万 | | 27.54亿 | | 000603 | 盛达资源 | 16.48 | 2.23% | 17.43万 | | 2.86亿 | | 002379 | 宏创控股 | 16.71 | 1.58% | 15.08万 | ...

责任编辑：小浪快报 资料显示，鹏欣环球资源股份有限公司位于上海市闵行区联航路1188号32号楼，成立日期2000年9月29日，上市日期2003年6月26日，公司主营业务涉及金属铜、金、钴等金属的开采、冶炼、 鹏欣资源所属申万行业为：有色金属-工业金属-铜。所属概念板块包括：有色铜、中盘、融资融券、锂电池、低价等。 截至3月31日，鹏欣资源股东户数8.16万，较上期减少3.08%；人均流通股24433股，较上期增加3.17%。2025年1月-3月，鹏欣资源实现营业收入15.30亿元，同比增长156.54%；归母净利 分红方面，鹏欣资源A股上市后累计派现1.66亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年3月31日，鹏欣资源十大流通股东中，香港中央结算有限公司位居第七大流通股东，持股1562.67万股，相比上期减少1006.83万股。南方中证1000ETF（512100 8月22日，鹏欣资源盘中上涨2.13%，截至09:38，报5.28元/股，成交7167.48万元，换手率0.69%，总市值116.84亿元。 资金流向方面，主力资金净流入52.72万元，特大单买入274.77万元，占比3.83 ...

Core Viewpoint - The company expects to achieve a net profit attributable to the parent company of between 100 million and 150 million yuan for the first half of 2025, marking a significant turnaround from the previous year's loss [1][2] Group 1: Performance Forecast - The estimated net profit for the first half of 2025 is projected to be between 100 million and 150 million yuan, an increase of 147.73 million to 197.73 million yuan compared to the same period last year [1] - The estimated net profit after deducting non-recurring gains and losses is projected to be between 105 million and 155 million yuan, an increase of 189.77 million to 239.77 million yuan compared to the same period last year [1] Group 2: Previous Year Performance - In the same period last year, the total profit was -100.88 million yuan, with a net profit attributable to the parent company of -47.73 million yuan and a net profit after deducting non-recurring gains and losses of -84.77 million yuan [2] - The earnings per share for the previous year was -0.0216 yuan [2] Group 3: Reasons for Performance Improvement - The company achieved a turnaround and significant growth in performance due to focused efforts on stabilizing and expanding production in its resource sectors in South Africa and the Democratic Republic of the Congo [2] - Continuous enhancement of lean management and precise cost control in mining and processing operations contributed to the notable reduction in costs and increase in efficiency [2] - The company plans to actively respond to market price fluctuations and enhance the comprehensive development and utilization of mineral resources, while increasing investment in key technologies for production and processing [2]

Group 1 - New Yi Sheng expects a net profit increase of 327.68%-385.47% for the first half of 2025, reaching between 37 billion to 42 billion yuan, driven by growth in AI-related computing power demand and product structure optimization [2][4] - Xinghui Entertainment plans to sell 99.66% of its stake in the Spanish club Espanyol for 1.3 billion euros, with half of the payment in cash and the other half in shares [3] - *ST Yushun intends to acquire 100% of three companies for a total of 33.5 billion yuan, aiming to diversify its business into data center infrastructure services and related products [4] Group 2 - Salted Fish plans to reduce its shareholding by up to 2.04%, with a major shareholder intending to sell 5,455,572 shares [5] - Lian Microelectronics expects a net loss of approximately 1.21 billion yuan for the first half of 2025 [6] - Meinian Health anticipates a net loss of 1.92 billion to 2.36 billion yuan for the first half of 2025, with revenue expected to decline by 0.12%-5.83% [7] Group 3 - Chengdi Xiangjiang forecasts a net profit of 28 million to 42 million yuan for the first half of 2025, marking a turnaround from a loss of 69.29 million yuan in the previous year [8] - Jinpu Titanium plans to acquire 100% of Nanjing Lide Oriental Rubber and Plastic Technology Co., Ltd., with stock resuming trading after the announcement [9] - Bohai Leasing expects a net loss of 1.8 billion to 2.4 billion yuan for the first half of 2025 due to goodwill impairment from a subsidiary's asset sale [10] Group 4 - Foton Motor anticipates a net profit increase of approximately 87.5% for the first half of 2025, reaching about 777 million yuan [11] - Shenwan Hongyuan expects a net profit growth of 92.66%-111.46% for the first half of 2025, estimating profits between 4.1 billion to 4.5 billion yuan [12] - Ganfeng Lithium predicts a net loss of 5.5 billion to 3 billion yuan for the first half of 2025, an improvement from a loss of 7.6 billion yuan in the previous year [13] Group 5 - Suzhou Planning intends to acquire 100% of Beijing Dongjin Aviation Technology Co., Ltd., with stock resuming trading after the announcement [14] - Xiangyang Bearing expects a net loss of approximately 13 million yuan for the first half of 2025, slightly worse than the previous year's loss [15] - Tianqi Lithium forecasts a net profit of 0 to 1.55 billion yuan for the first half of 2025, a significant improvement from a loss of 5.2 billion yuan in the previous year [16] Group 6 - Shandong Gold anticipates a net profit increase of 84.3%-120.5% for the first half of 2025, estimating profits between 2.55 billion to 3.05 billion yuan [17] - Yunnan Geology expects a net profit of 16 million to 23 million yuan for the first half of 2025, marking a turnaround from a loss in the previous year [18] - Four-dimensional Map expects a net loss of 319 million to 268 million yuan for the first half of 2025, with revenue growth of 3.07%-14.30% [19] Group 7 - Tangrenshen anticipates a net loss of 54 million to 69 million yuan for the first half of 2025, a significant decline from the previous year's profit [20] - Changbai Mountain expects a net loss of 2.58 million to 1.58 million yuan for the first half of 2025, with revenue decreasing by approximately 7.48% [21] - Jiu Gui Jiu predicts a net profit of 8 million to 12 million yuan for the first half of 2025, a decline of 90.08%-93.39% compared to the previous year [22] Group 8 - Hengsheng Electronics expects a net profit increase of 740.95% for the first half of 2025, estimating profits around 251 million yuan [23] - Qixia Construction anticipates a net profit of 5.5 million to 8 million yuan for the first half of 2025, driven by increased project completions [24] - Poly Development expects a net profit decrease of 63.15% for the first half of 2025, estimating profits around 27.35 billion yuan [25] Group 9 - Anyuan Coal anticipates a net loss of 259 million to 310 million yuan for the first half of 2025, worsening from the previous year's loss [26] - Zhonghua Equipment plans to acquire 100% of Yiyang Rubber Machine and Beihua Machine, with stock suspension expected for no more than 10 trading days [27] - Bayi Steel expects a net loss of 650 million to 700 million yuan for the first half of 2025, primarily due to weak market conditions [28] Group 10 - Yuegui Co. anticipates a net profit increase of 58.67%-77.12% for the first half of 2025, estimating profits between 215 million to 240 million yuan [29] - Dalian Friendship expects a net loss of 38 million to 30 million yuan for the first half of 2025, with revenue impacted by tax-related issues [30] - Hangfa Power expects a net profit decrease of 84.53%-86.55% for the first half of 2025, estimating profits around 80 million to 92 million yuan [31] Group 11 - Dongfang Zirconium anticipates a net profit increase of 141.77%-156.80% for the first half of 2025, estimating profits between 25 million to 34 million yuan [32] - Hangzhou Steel expects a net profit decrease of 2% from a major shareholder's planned reduction [33] - Jingao Technology predicts a net loss of 2.5 billion to 3 billion yuan for the first half of 2025, worsening from the previous year's loss [34] Group 12 - Shanshan Co. expects a net profit increase of 810.41%-1265.61% for the first half of 2025, estimating profits between 160 million to 240 million yuan [35] - Guocheng Mining anticipates a net profit increase of 1046.75%-1174.69% for the first half of 2025, estimating profits between 493 million to 548 million yuan [36] - Jindi Group expects a net loss of 3.4 billion to 4.2 billion yuan for the first half of 2025, with significant declines in revenue [37] Group 13 - Founder Securities anticipates a net profit increase of 70%-80% for the first half of 2025, estimating profits between 22.96 billion to 24.32 billion yuan [38] - Hasi Lian expects a net loss of 98 million to 80 million yuan for the first half of 2025, a significant decline from the previous year [39] - Lanhua Ketech expects a net profit decrease of 89.12%-92.75% for the first half of 2025, estimating profits between 40 million to 60 million yuan [40] Group 14 - Shanxi Securities anticipates a net profit increase of 58.17%-70.72% for the first half of 2025, estimating profits between 5.04 billion to 5.44 billion yuan [41] - Xinda Real Estate expects a net loss of 3.5 billion to 3.9 billion yuan for the first half of 2025, with significant declines in revenue [42] - Xiangcai Co. anticipates a net profit increase of 63.64%-118.19% for the first half of 2025, estimating profits between 12 million to 16 million yuan [43] Group 15 - Longi Green Energy expects a net loss of 2.4 billion to 2.8 billion yuan for the first half of 2025, despite an increase in sales volume [44] - Wentai Technology anticipates a net profit increase of 178%-317% for the first half of 2025, estimating profits between 390 million to 585 million yuan [45] - Ruida Futures expects a net profit increase of 50.56%-83.15% for the first half of 2025, estimating profits between 206 million to 251 million yuan [46] Group 16 - Debang Co. anticipates a net profit decrease of 84.26%-87.86% for the first half of 2025, estimating profits between 40 million to 52 million yuan [47] - Jin Yi Culture expects a net loss of 20 million to 32 million yuan for the first half of 2025, a significant decline from the previous year [48] - Hongdian Film expects a net profit increase of 103.55%-160.09% for the first half of 2025, estimating profits between 180 million to 230 million yuan [49] Group 17 - Qiaqia Food anticipates a net profit decrease of 71.05%-76.25% for the first half of 2025, estimating profits between 80 million to 97.5 million yuan [50] - Guotai Haitong expects a net profit increase of 205%-218% for the first half of 2025, estimating profits between 15.283 billion to 15.957 billion yuan [51] - Xining Special Steel expects a net loss of approximately 234 million yuan for the first half of 2025, with revenue impacted by low steel prices [52]

[Pengxin International Mining Co., Ltd. 2025 H1 Earnings Forecast](index=1&type=section&id=%E9%B9%8F%E6%AC%A3%E7%8E%AF%E7%90%83%E8%B5%84%E6%BA%90%E8%82%A1%E4%BB%BD%E6%9C%89%E9%99%90%E5%85%AC%E5%8F%B82025%E5%B9%B4%E5%8D%8A%E5%B9%B4%E5%BA%A6%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A) [Current Period Earnings Forecast](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E6%83%85%E5%86%B5) The company anticipates a significant turnaround to profitability in the first half of 2025 Core Metrics for 2025 H1 Earnings Forecast | Metric | Projected Amount (CNY million) | YoY Change (CNY million) | | :--- | :--- | :--- | | **Net Profit Attributable to Parent** | 100.00 to 150.00 | Increase 147.73 to 197.73 | | **Non-GAAP Net Profit Attributable to Parent** | 105.00 to 155.00 | Increase 189.77 to 239.77 | - The data in this earnings forecast is based on preliminary calculations by the finance department and has **not been audited** by a certified public accountant[4](index=4&type=chunk) [Prior-Year Period Operating Performance and Financial Position](index=1&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8A%E5%B9%B4%E5%90%8C%E6%9C%9F%E7%BB%8F%E8%90%A5%E4%B8%9A%E7%BB%A9%E5%92%8C%E8%B4%A2%E5%8A%A1%E7%8A%B6%E5%86%B5) The company reported a net loss in the same period of the previous year Prior-Year Period (2024 H1) Financial Data | Metric | Amount | | :--- | :--- | | Total Profit | CNY -100.88 million | | Net Profit Attributable to Parent Company Shareholders | CNY -47.73 million | | Non-GAAP Net Profit Attributable to Parent | CNY -84.77 million | | Earnings Per Share (EPS) | CNY -0.0216 | [Primary Reasons for the Projected Profit](index=2&type=section&id=%E4%B8%89%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E7%9B%88%E7%9A%84%E4%B8%BB%E8%A6%81%E5%8E%9F%E5%9B%A0) The profit turnaround is driven by production stabilization and expansion in key resource segments and effective cost controls - The core driver is the progress in **production stabilization and expansion** at the South Africa and DRC (Congo-Kinshasa) resource segments[6](index=6&type=chunk) - The company has enhanced lean management and implemented precise cost controls in mining and ore processing, achieving **significant cost reductions and efficiency gains**[6](index=6&type=chunk) - The company will continue to manage market price volatility, deepen comprehensive mineral resource development, and increase investment in key production and processing technologies[6](index=6&type=chunk) [Risk Warnings and Other Disclosures](index=2&type=section&id=%E5%9B%9B%E3%80%81%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA%E5%8F%8A%E5%85%B6%E4%BB%96%E8%AF%B4%E6%98%8E) The company confirms no major uncertainties affecting this forecast, which is preliminary and subject to the final report - The company states that there are **no material uncertainties** that would affect the accuracy of this earnings forecast[7](index=7&type=chunk) - The forecast data is preliminary; final financial data will be disclosed in the official 2025 semi-annual report, and investors should be mindful of investment risks[8](index=8&type=chunk)

Group 1 - The non-ferrous metal sector continues to rise, with Huayang New Materials (600281) hitting the daily limit up [1] - Beifang Copper Industry (000737) increased by over 7% [1] - Luoping Zinc & Electricity (002114), Pengxin Resources (600490), and Jiangxi Copper (600362) also experienced gains [1]

Core Viewpoint - The company has received a regulatory inquiry from the Shanghai Stock Exchange regarding its 2024 annual report disclosures, particularly focusing on its trading business and the recognition of revenue from standard warehouse receipt transactions. Group 1: Trading Business Overview - In the first half of 2024, the company's trading business revenue was 637 million yuan, which significantly increased to 2.602 billion yuan in the second half [1] - The total revenue from trading activities for 2024 was 3.268 billion yuan, with standard warehouse receipt transactions contributing 1.814 billion yuan [1] - The average gross margin for most traded products was less than 0.2%, with an overall average gross margin of -0.3%, a decrease of 0.71 percentage points year-on-year [1] Group 2: Revenue Recognition and Accounting Practices - The company distinguishes between standard warehouse receipt business and other forms of trading, providing detailed disclosures on the top ten customers and suppliers, product types, transaction amounts, and relationships [1] - Revenue from non-financing trading is recognized using the gross method, while financing trading is recognized using the net method [4] - The company has implemented various internal controls to ensure the accuracy of revenue recognition related to metal trading, including analyzing the timing of control transfer and verifying supporting documents [7] Group 3: South African Onikin Mine Operations - The company has invested 26 million yuan in the Onikin Mine, with a book value of fixed assets at 128 million yuan and intangible assets (mining rights) at 4.3 million yuan [1] - Cumulative investments in the Onikin Mine from 2018 to 2024 amounted to 1.113 billion yuan, with significant expenditures on mining engineering and construction [8] - The company has faced challenges in resuming operations at the Onikin Mine due to various external factors, including public health events and changes in national policies [9] Group 4: Future Development Plans - The company plans to focus on the Tau Mine and 6th well for resource extraction in 2025, with a projected investment of approximately 27 million USD for the Tau Mine and 35 million USD for the W Mine over the next three years [9] - The development of the Onikin Mine is contingent on the company's financial situation, with ongoing assessments of the feasibility of various mining projects [9]

证券代码：600490 证券简称：鹏欣资源 公告编号：临 2025-025 鹏欣环球资源股份有限公司 关于上海证券交易所对公司 2024 年年度报告的信息披露 监管工作函回复的公告 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。 鹏欣环球资源股份有限公司（以下简称"公司"）于 2025 年 5 月 16 日收到上 海证券交易所（以下简称"上交所"）出具的《关于鹏欣环球资源股份有限公司 2024 年年度报告的信息披露监管工作函》（上证公函【2025】0588 号）（以下简称 "《工作函》"）。公司收到工作函后高度重视，立即组织相关部门并会同年审会 计师对《工作函》所涉及的问题进行逐项核查落实和回复,现将相关问题回复如下： 一、关于贸易业务 1.年报及相关公告显示，公司金属品贸易业务 2024 年度营业收入 32.39 亿元， 其中，2024 年上半年贸易业务 6.37 亿元，下半年大幅增至 26.02 亿元。关注到， 公司在期货交易所开展标准仓单业务，2024 年度，公司从客户手中采购标准仓单货 物在上海期货交易所仓单交易 ...

证券代码：600490 证券简称：鹏欣资源 公告编号：临 2025-024 鹏欣环球资源股份有限公司 一、 提前离任的基本情况 二、 离任对公司的影响 根据《上海证券交易所股票上市规则》、《公司章程》等相关规定，许瑜华女 士的辞职不会导致公司董事会董事人数低于法定最低人数，不会影响董事会正常 运作，辞职报告自送达董事会之日起生效。公司将按照法律法规和《公司章程》 的有关规定，尽快完成公司董事补选的工作。 公司董事会对许瑜华女士在任职期间为公司发展做出的贡献表示衷心感谢！ 特此公告。 关于公司非独立董事离任的公告 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。 鹏欣环球资源股份有限公司（以下简称"公司"）董事会于近日收到公司非 独立董事许瑜华女士的辞职报告，许瑜华女士因个人原因向公司董事会申请辞去 公司第八届董事会董事职务，辞职后许瑜华女士将不在公司担任任何职务。 | | | | | | 是否继续 在上市公 | 具体职 | 是否存 在未履 | | --- | --- | --- | --- | --- | --- | --- | ...