证券之星消息，7月31日能源金属板块较上一交易日下跌3.89%，盛新锂能领跌。当日上证指数报收于 3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。能源金属板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002240 | 盛新理能 | 15.52 | -4.84% | 53.90万 | | 8.45 乙 | | 000408 | 藏格矿业 | 45.95 | -4.57% | 17.35万 | | 8.06亿 | | 002466 | 天齐锂业 | 38.23 | -4.14% | 71.23万 | | 27.53 乙 | | 600711 | ST盛屯 | 7.53 | -4.08% | 104.87万 | | 7.9867 | | 002192 | 融捷股份 | 34.51 | -3.95% | 13.70万 | | 4.78亿 | | 002460 | 赣锋锂业 | 36.00 | -3.64% | 43.55万 | | ...

据证券之星公开数据整理，近期ST盛屯（600711）发布2025年中报。根据财报显示，ST盛屯增收不增 利。截至本报告期末，公司营业总收入138.04亿元，同比上升20.94%，归母净利润10.53亿元，同比下 降5.81%。按单季度数据看，第二季度营业总收入81.37亿元，同比上升49.22%，第二季度归母净利润 7.62亿元，同比下降8.15%。 财务报表中对有大幅变动的财务项目的原因说明如下： 本次财报公布的各项数据指标表现一般。其中，毛利率19.44%，同比减10.52%，净利率9.51%，同比减 13.43%，销售费用、管理费用、财务费用总计7.86亿元，三费占营收比5.69%，同比减5.69%，每股净资 产5.27元，同比增11.49%，每股经营性现金流0.57元，同比减27.8%，每股收益0.34元，同比减4.48% | Guille | | --- | | 屯 最新财务摘要 215 | | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 114.14亿 | 138.04亿 | 20.94% | | 归 ...

Core Viewpoint - ST Shengtun (600711) reported a revenue increase but a decline in net profit for the first half of 2025, indicating challenges in profitability despite higher sales [1] Financial Performance Summary - Total revenue reached 13.804 billion yuan, a year-on-year increase of 20.94% [1] - Net profit attributable to shareholders was 1.053 billion yuan, down 5.81% compared to the previous year [1] - The gross profit margin was 19.44%, a decrease of 10.52% year-on-year [1] - The net profit margin was 9.51%, down 13.43% year-on-year [1] - Total expenses (selling, administrative, and financial) amounted to 786 million yuan, accounting for 5.69% of revenue, a decrease from the previous year's 6.03% [1] Key Financial Metrics - Cash and cash equivalents increased by 46.79% to 7.628 billion yuan due to higher cash inflows from operating activities [1] - Accounts receivable decreased by 30.39% to 902 million yuan [1] - Interest-bearing debt rose by 10.70% to 13.979 billion yuan [1] - Earnings per share decreased by 4.48% to 0.34 yuan [1] - Operating cash flow per share fell by 27.80% to 0.57 yuan [1] Significant Changes in Financial Items - Trading financial assets increased by 74.8% due to the reclassification of investments [2] - Derivative financial assets decreased by 93.93% due to reduced futures hedging gains [3] - Accounts receivable financing rose by 70.95% due to an increase in high-credit bank acceptance bills [4] - Short-term borrowings increased by 30.76% due to higher short-term financing from banks [6] - Deferred income increased by 46.42% due to more government subsidies received by subsidiaries [10] - Net cash flow from investing activities increased by 42.01% as previously invested projects became operational [11] - Net cash flow from financing activities rose by 60.9% due to increased financing [12]

近期ST盛屯（600711）发布2025年中报，证券之星财报模型分析如下： 经营概况 近期ST盛屯发布的2025年中报显示，公司营业总收入达到138.04亿元，同比上升20.94%，但归母净利润 为10.53亿元，同比下降5.81%，扣非净利润为11.62亿元，同比下降6.53%。这表明公司在报告期内出现 了增收不增利的情况。 单季度数据 铜：铜价高位震荡，矿山新增产能有限与冶炼产能扩张矛盾持续，实体需求韧性支撑铜价。 钴：钴价从2024年末约16万元/吨反弹至6月底约25万元/吨，主要因刚果(金)政府出口限制政策。 镍：镍价"先扬后抑"，一季度冲高至13.6万元/吨，后续回落至12万元/吨。 锌：锌价震荡下跌后企稳，SHFE主力合约报收22,495元/吨，较2024年底下跌11.6%。 黄金：金价强劲上涨，4月创3,450美元/盎司历史新高，上半年美元计价上涨26%。 财务指标变动原因 行业及业务发展 报告期内，公司所属行业及主营业务涉及多个金属品种。在"双碳"目标推动下，铜、钴、镍等能源金属 价格保持较强韧性，而精炼锌加工费有所回暖，贵金属黄金价格表现强劲。 商业模式及偿债能力 毛利率：19.44%，同比 ...

Core Viewpoint - 盛屯矿业 demonstrated strong stability in its half-year report for 2025, with a revenue of 13.804 billion yuan, a year-on-year increase of 20.94%, and a net profit of 1.053 billion yuan, reflecting the company's focus on strategic metal resources like copper, nickel, and cobalt [1] Group 1: Financial Performance - In the first half of 2025, the company achieved a total profit of 1.352 billion yuan, a year-on-year increase of 0.47%, and basic earnings per share of 0.34 yuan [1] - The energy metals business generated revenue of 9.187 billion yuan, with copper production at 102,600 metric tons and nickel production at 24,500 metric tons, reflecting a year-on-year growth of 9.87% [2] - The basic metals business recorded sales revenue of 3.849 billion yuan, with gold production reaching 110.23 kg [4] Group 2: Strategic Initiatives - The company is enhancing resource security through deepening resource layout, strengthening project management, and fostering strategic partnerships [1] - A joint venture with Xiamen Xatong New Energy Materials Co., Ltd. aims to build a production line for 40,000 tons of new energy battery precursors in Guizhou Province [3] - The company is actively expanding its production capacity, with ongoing projects to increase copper production capacity to 120,000 metric tons per year [2] Group 3: Cost Management and Operational Efficiency - The company is focused on cost control and operational efficiency, achieving a period expense ratio of 5.90%, a decrease of 0.33 percentage points year-on-year [5] - Continuous optimization of the operational system and detailed management practices have led to significant improvements in operational efficiency [6] - The company is positioned to benefit from a favorable industry outlook, with expectations of profit and valuation growth [6]

盛屯矿业集团股份有限公司2025 年半年度报告 公司代码：600711 公司简称：ST 盛屯 盛屯矿业集团股份有限公司 盛屯矿业集团股份有限公司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、 公司负责人熊波、主管会计工作负责人周华林及会计机构负责人（会计主管人员）刘志环 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 本报告中所涉及的未来计划、发展战略等前瞻性描述，不构成公司对投资者的实质承诺，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营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确性和完整性 否 十、 重大风险提示 公司已在本报告中详细描述存在的行业风 ...

持有有 | 的 | | 股东性 | 持股比 | 持股 | | 限售条 | | | 质押、标记或冻结 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | | | | | | | | | | | | 例(%) | | 质 | | 数量 | | 件的股 | | | 股份数量 | | | | | | | | 份数量 | | | | | | | 境内非 | | | | | | | | | | | | 深圳盛屯集团有限公司 | | | 国有法 | 14.80 | 457,494,897 | | | 0 | 质押 | | | 156,000,000 | | | | | | | | | | | | 人 | | | | | | | | | | | | 境内非 | | | | | | | | | | | | 深圳市盛屯实业发展有限 | | | | | | | | | | | | 国有法 | | | 1.84 | 57,000,000 | | 0 | 无 | | 0 | | | 公司 | | | | | | | | | | ...

Group 1 - The company held its 19th meeting of the 11th Board of Directors on July 29, 2025, to review and approve the 2025 semi-annual report and summary [1][2] - The semi-annual report was prepared in compliance with relevant laws and regulations, and was confirmed by the board members, supervisors, and senior management [1][2] - The board approved a proposal for a project investment cooperation agreement and related party transactions [2][3] Group 2 - Green Energy International Limited plans to invest in the construction of a solar and energy storage power station at the site provided by the company's subsidiary, Brother Mining SASU, with an expected scale of 18MW for solar and 20MW/20MWh for energy storage [3] - The project will have a 10-year cooperation period with a phased decreasing pricing model, with an estimated total payment of approximately $48.06 million for electricity over the 10 years [3] - The related party transaction was approved by the independent directors of the board and does not require submission to the shareholders' meeting [3][4]

证券代码：600711 证券简称：ST 盛屯 公告编号：2025-032 一、审议通过《关于 2025 年半年度报告正文及摘要的议案》。 就董事会编制的 2025 年半年度报告，监事会提出审核意见如下： 章程和公司内部管理制度的各项规定； 所的各项规定，所包含的信息能真实反映公司 2025 年半年度的经营管理成果和 财务状况。 在提出本意见前，未发现参与年报编制和审核人员有违反保密规定的行为。 盛屯矿业集团股份有限公司 第十一届监事会第十六次会议决议公告 本公司监事会及全体监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。 盛屯矿业集团股份有限公司（以下简称"盛屯矿业"或"公司"）第十一届 监事会第十六次会议于 2025 年 7 月 29 日以现场的方式召开，会议通知于 2025 年 7 月 24 日以电子邮件方式发出。会议应到监事 3 名，实到监事 3 名。会议由 公司监事会主席张晓红先生主持。本次会议符合《中华人民共和国公司法》等有 关法律、法规、规章、规范性文件和《盛屯矿业集团股份有限公司章程》（以下 简称"《公司章程》"）的规定。 经 ...

●为优化电源结构，增加能源供给，降低公司运营成本，公司控股子公司 Brother Mining SASU（兄弟矿业单一简易有限公司，以下简称"BMS"）拟与 Green Energy International Limited（格睿绿能国际有限公司，以下简称"格睿绿能 国际"）签署《光储项目投资及能源管理协议》。格睿绿能国际负责光储电站的设 计、建设及全部投资并向 BMS 提供光储发电节能服务。光储电站建成后，BMS 在 项目合作运营期限内按合同约定优惠电价将 100%全部消纳所产生的电能。协议 拟确定的电价收费模式为 10 年合作期、分阶段递减模式，10 年预计共计支付电 费约 4,806 万美元（以最终实际购买电量计算结果为准）。 证券代码：600711 证券简称：ST盛屯 公告编号：2025-033 盛屯矿业集团股份有限公司 关于公司拟签订项目投资合作协议 暨关联交易的公告 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： ●格睿绿能国际为深圳盛屯集团有限公司（以下简称"深圳盛屯集团"）全 资孙公司， ...