格隆汇8月28日丨鹏欣资源(600490.SH)发布2025半年度报告，公司上半年实现营业收入26.74亿元，同比 增长100.21%；归母净利润1.41亿元，同比增长396.40%；扣非归母净利润1.46亿元，同比增长 272.12%。 ...

鹏欣环球资源股份有限公司2025 年半年度报告 公司代码：600490 公司简称：鹏欣资源 鹏欣环球资源股份有限公司 2025 年半年度报告 1 / 204 鹏欣环球资源股份有限公司2025 年半年度报告 重要提示 一、 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。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人王健、主管会计工作负责人赵跃及会计机构负责人（会计主管人员）赵跃声明： 保证半年度报告中财务报告的真实、准确、完整。 五、 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 无 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告包含若干公司对未来发展战略、业务发展、经营计划、财务状况等前瞻性陈述。这些 陈述乃基于当前能够掌握的信息与数据对未来所做出的估计或预测，不构成公司对投资者的实质 承诺，投资者及相关人士均应当对此保持足够的风险认识，并且应当理解计划、预测与承诺之间 的差异，敬请投资者注意投资风险。 七、 是否存在被控股股东及其他关联方非经 ...

证券代码：600490 证券简称：鹏欣资源 公告编号：临2025-029 鹏欣环球资源股份有限公司 关于公司募集资金存放与实际使用情况的专项报告 (2025年1-6月) 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。 一、募集资金基本情况 （一）实际募集资金金额和到账时间 1、2018年发行股份及支付现金购买资产并募集配套资金 经中国证券监督管理委员会证监许可[2018]758号《关于核准鹏欣环球资源股份 有限公司向姜照柏等发行股份购买资产并募集配套资金的批复》核准，并经上海证 券交易所同意，公司通过向姜照柏和姜雷增发人民币普通股（A股）220,265,693股 及支付400,000,000.00元现金购买其持有的宁波天弘益华贸易有限公司（以下简称 "宁波天弘")合计100%股权，进而间接取得CAPM的控制权，CAPM的核心资产为南非 奥尼金矿矿业权。本次交易完成后，公司持有宁波天弘100%股权，宁波天弘成为公 司全资子公司。本次增资行为经中审众环会计师事务所（特殊普通合伙）出具众环 验字（2018）230003号验资报 ...

证券代码：600490 证券简称：鹏欣资源 公告编号：临 2025-030 鹏欣环球资源股份有限公司 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： 一、担保情况概述 鹏欣环球资源股份有限公司(以下简称"鹏欣资源"或"公司")的全资孙公 司鹏欣国际集团有限公司(以下简称"鹏欣国际"或"卖方")拟与下游客户Taihan Cable & Solution, Ltd. (以下简称"泰韩电缆"或"买方")签订《买卖协议》, 泰韩电缆拟从鹏欣国际购买阴极铜,并向鹏欣国际预付1,000万美元。根据买卖协 议的条款,作为提供预付款的先决条件,鹏欣资源需为鹏欣国际出具付款承诺书 契据,担保金额不超过1,000万美元。 公司于2025年8月27日召开第八届董事会第十三次会议，审议通过了《关于 为全资孙公司销售产品预收款项提供担保的议案》，同意公司为鹏欣国际向下游 客户泰韩电缆销售产品预收款项提供担保，担保金额不超过1,000万美元，担保 期限为自担保契据签署盖章之日起三年。本次担保事项无需提交公司股东大会审 议。 二、被担 ...

关于鹏欣环球资源股份有限公司 2025 年 1-6 月募集资金存放与使用情况鉴证报告 中兴财光华审专字（2025）第 211185 号 关于鹏欣环球资源股份有限公司 2025 年 1-6 月募集资金存放与使用情况鉴证报告 中兴财光华审专字（2025）第 211185 号 目 录 关于鹏欣环球资源股份有限公司 2025 年 1-6 月募集资 金存放与使用情况鉴证报告 鹏欣环球资源股份有限公司关于公司募集资金存放 与实际使用情况的专项报告 1-8 鹏欣环球资源股份有限公司全体股东： 我们审核了后附的鹏欣环球资源股份有限公司（以下简称"鹏欣资源公司"） 《鹏欣环球资源股份有限公司关于公司募集资金存放与实际使用情况的专项报 告》（以下简称"募集资金专项报告"）。 一、董事会的责任 鹏欣资源公司董事会的责任是按照《上市公司募集资金监管规则》（证监会 公告〔2025〕10 号）、《上海证券交易所上市公司自律监管指引第1号——规范 运作（2025年5月修订）》及相关格式指南的规定编制募集资金专项报告，并保 证其内容真实、准确、完整，不存在虚假记载、误导性陈述或重大遗漏。 二、注册会计师的责任 我们的责任是在实施鉴证工作的基 ...

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]