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中国黄金国际(02099.HK):铜金产销、计价系数、成本均超预期
Ge Long Hui· 2025-08-19 07:16
Group 1 - China Gold International reported a net profit of 200 million USD for H1 2025, marking a turnaround from losses year-on-year; Q2 2025 net profit was 115 million USD, also a year-on-year turnaround, with a quarter-on-quarter increase of 35.6% [1] - In Q2 2025, the average prices for copper and molybdenum showed a stable increase, while the average gold price surged by 15%; LME copper averaged 9,476 USD/ton, up 0.7% quarter-on-quarter; London gold averaged 3,280 USD/ounce, up 14.7% quarter-on-quarter; molybdenum concentrate averaged 3,582 RMB/ton, up 2.3% quarter-on-quarter [1] Group 2 - Q2 2025 production figures for the Jiama mine exceeded expectations: copper production was 18,000 tons, up 7% quarter-on-quarter; gold production was 21,300 ounces (0.66 tons), up 1%; silver production was 1,436,000 ounces (45 tons), up 9%; molybdenum production was 255 tons, up 29% [2] - The pricing coefficient for copper improved, with the discount coefficient rising from approximately 60% in Q1 2025 to about 67% in Q2 2025, enhancing the company's earnings elasticity to copper prices [2] - Significant cost improvements were noted in Q2 2025, with cash costs before by-product credits for copper dropping from 2.62 USD/pound in Q1 2025 to 2.35 USD/pound; total production costs before by-product credits decreased from 3.41 USD/pound to 3.19 USD/pound [2] Group 3 - The Changshanhao mine's gold production in Q2 2025 was 22,100 ounces (0.69 tons), down 7% quarter-on-quarter; sales were 25,500 ounces (0.79 tons), also down 7%; cumulative gold production for H1 2025 was 45,800 ounces (1.43 tons), achieving 57% of the annual guidance median [3] - The stockpile of ore at the Changshanhao mine increased significantly, with 3.39 million tons added in the quarter, a 25% increase from Q1 2025; the in-process gold at the end of the period was 155,000 ounces (4.83 tons), an increase of 7,000 ounces (220 tons) [3] - The company has not revised its production guidance; based on strong production and cost performance in Q2 2025, sales assumptions for Jiama copper mine and Changshanhao mine have been raised to the upper limit of guidance, with expected net profits of 393 million, 429 million, and 497 million USD for 2025 to 2027, corresponding to current P/E ratios of 10.2, 9.3, and 8.1 times [3]
中国黄金获融资买入0.17亿元,近三日累计买入0.47亿元
Jin Rong Jie· 2025-08-19 00:03
8月18日,沪深两融数据显示,中国黄金获融资买入额0.17亿元,居两市第1269位,当日融资偿还额0.16 亿元,净买入85.52万元。 最近三个交易日,14日-18日,中国黄金分别获融资买入0.13亿元、0.16亿元、0.17亿元。 作者:智投君 融券方面,当日融券卖出0.06万股,净卖出0.04万股。 本文源自:金融界 ...
饰品板块8月18日涨0.11%,新华锦领涨,主力资金净流出1.91亿元
证券之星消息,8月18日饰品板块较上一交易日上涨0.11%,新华锦领涨。当日上证指数报收于3728.03, 上涨0.85%。深证成指报收于11835.57,上涨1.73%。饰品板块个股涨跌见下表: 从资金流向上来看,当日饰品板块主力资金净流出1.91亿元,游资资金净流入2491.58万元,散户资金净 流入1.66亿元。饰品板块个股资金流向见下表: | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002345 | 潮宏基 | 993.71万 | 3.07% | -334.69万 | -1.03% | -659.02万 | -2.04% | | 000017 | 深中华A | 979.37万 | 9.02% | -1047.45万 | -9.64% | 68.08万 | 0.63% | | 002574 明牌珠宝 | | 906.05万 | 14.92% | -397.32万 | -6.54% | -508.72万 | ...
最高增超15倍!港股这一板块迎业绩爆发期
Zheng Quan Shi Bao· 2025-08-15 09:24
在管理层讨论与分析中提到,公司主要的矿山经营盈利显著提升,达到2.77亿美元,相比于2024年同期 的1792万美元,增加了259.2%。黄金总产量由2024年同期的5.21万盎司增加至8.82万盎司,增幅为 69%。铜总产量也显著增长,达到7700万元磅(约3.49万吨),较2024年同期的2330万元磅(约1.05万 吨)增加了229%。 近期,港股中期业绩进入集中披露期,多家有色金属企业交出了亮眼的成绩单。 受益于铜、金等金属量价齐升,紫金矿业(601899)、五矿资源、中国黄金(600916)国际等多家企业 上半年业绩大增。其中,五矿资源上半年归属公司权益持有人应占利润激增超15倍。 业绩迎来爆发期 8月15日,中国黄金国际发布中期业绩公告,公司实现营业收入5.8亿美元,同比增长178%;净利润2.02 亿美元,同比扭亏。其中,第二季度,公司实现营业收入3.07亿美元,同比增长108%;净利润1.16亿美 元,同比扭亏,并创单季度历史新高。 中国黄金国际是一家在加拿大英属哥伦比亚注册的黄金及基本金属矿业公司。公司的主要业务涉及黄金 及基本金属矿产的营运、收购、开发及勘探。 铜矿企业五矿资源近日发布的中 ...
港股异动|中国黄金国际(02099)涨近4%创新高 上半年扭亏为盈至2亿美元
Jin Rong Jie· 2025-08-15 05:06
智通财经获悉,中国黄金国际(02099)涨近4%,高见79.9港元创新高。截至发稿,涨3.79%,报79.35港 元,成交额1.85亿港元。 消息面上,中国黄金国际发布截至2025年6月30日止六个月业绩,销售收入5.8亿美元,同比增加 178.36%;矿山经营盈利2.77亿美元,同比增加1443.71%;股东应占溢利2亿美元,上年同期股东应占亏 损3167.4万美元,同比扭亏为盈;每股基本盈利50.53美仙。 公告称,黄金平均实现售价由2024年首六个月的每盎司2285美元上升35%至2025年同期的每盎司3094美 元。长山壕矿的黄金销量为52893盎司(黄金产量:45829盎司),而2024年同期为39951盎司(黄金产量: 40257盎司)。 本文源自智通财经网 ...
中国黄金国际涨近4%创新高 上半年扭亏为盈至2亿美元
Zhi Tong Cai Jing· 2025-08-15 03:59
Core Viewpoint - China Gold International (600916) shares rose nearly 4%, reaching a new high of 79.9 HKD, driven by strong financial performance in its latest earnings report [1] Financial Performance - For the six months ending June 30, 2025, the company reported sales revenue of 580 million USD, an increase of 178.36% year-on-year [1] - Mining operating profit reached 277 million USD, reflecting a significant increase of 1443.71% compared to the previous year [1] - Shareholders' profit amounted to 200 million USD, a turnaround from a loss of 31.67 million USD in the same period last year [1] - Basic earnings per share were reported at 50.53 cents [1] Gold Pricing and Production - The average selling price of gold increased by 35%, from 2,285 USD per ounce in the first half of 2024 to 3,094 USD per ounce in the first half of 2025 [1] - The Longshanhao mine sold 52,893 ounces of gold, with a production of 45,829 ounces, compared to 39,951 ounces sold and 40,257 ounces produced in the same period of 2024 [1]
港股异动 | 中国黄金国际(02099)涨近4%创新高 上半年扭亏为盈至2亿美元
智通财经网· 2025-08-15 03:52
智通财经APP获悉,中国黄金国际(02099)涨近4%,高见79.9港元创新高。截至发稿,涨3.79%,报79.35 港元,成交额1.85亿港元。 消息面上,中国黄金国际发布截至2025年6月30日止六个月业绩,销售收入5.8亿美元,同比增加 178.36%;矿山经营盈利2.77亿美元,同比增加1443.71%;股东应占溢利2亿美元,上年同期股东应占亏 损3167.4万美元,同比扭亏为盈;每股基本盈利50.53美仙。 公告称,黄金平均实现售价由2024年首六个月的每盎司2285美元上升35%至2025年同期的每盎司3094美 元。长山壕矿的黄金销量为52893盎司(黄金产量:45829盎司),而2024年同期为39951盎司(黄金产量: 40257盎司)。 ...
中国黄金国际:2025年中期盈利2亿美元 同比扭亏
Sou Hu Cai Jing· 2025-08-15 02:13
Core Viewpoint - The company, primarily engaged in the acquisition, exploration, development, and mining of mineral resources in China, operates two mines: Changshanhao Gold Mine in Inner Mongolia and Jiamacopper-gold polymetallic mine in Tibet [8]. Financial Performance - The company's revenue and net profit have shown significant year-on-year growth, with revenue growth rates of 178.36% in 2020, 64.69% in 2021, and 31.42% in 2022, while the net profit growth rates were 31.63% in 2021 and 58.42% in 2022 [9]. - In the first half of 2025, the company reported a net profit margin of 10.83%, an increase of 12.7 percentage points compared to the same period last year [17]. - The operating cash flow for the first half of 2025 was $335 million, while financing and investment cash flows were -$78.17 million and -$132 million, respectively [20]. Revenue Composition - The revenue composition for the first half of 2025 included gold ingots and other by-products, with gold ingots contributing $1.637 billion and other by-products $2.125 billion [10]. Asset and Liability Changes - As of the first half of 2025, the company's cash and cash equivalents increased by 49.38%, while fixed assets decreased by 3.51% [31]. - Long-term borrowings decreased by 32.88%, while short-term borrowings increased by 102.59% [34]. Liquidity Ratios - The company reported a current ratio of 1.70 and a quick ratio of 1.12 in the first half of 2025 [37].
中国黄金国际发布中期业绩 股东应占溢利2亿美元 同比扭亏为盈
Zhi Tong Cai Jing· 2025-08-15 00:36
公告称,黄金平均实现售价由2024年首六个月的每盎司2285美元上升35%至2025年同期的每盎司3094美 元。长山壕矿的黄金销量为52893盎司(黄金产量:45829盎司),而2024年同期为39951盎司(黄金产量: 40257盎司)。 中国黄金(600916)国际(02099)发布截至2025年6月30日止六个月业绩,销售收入5.8亿美元,同比增加 178.36%;矿山经营盈利2.77亿美元,同比增加1443.71%;股东应占溢利2亿美元,上年同期股东应占亏损 3167.4万美元,同比扭亏为盈;每股基本盈利50.53美仙。 ...
中国黄金国际:2025年第二季度黃金总产量增加38%
Xin Hua Cai Jing· 2025-08-15 00:05
Core Insights - China Gold International announced a significant increase in gold production for the second quarter and first half of 2025 compared to the same periods in 2024, with a 38% rise to 43,403 ounces in Q2 and a 69% rise to 88,200 ounces in H1 [2][6]. Financial Performance Summary - For Q2 2025, sales revenue surged by 108% to $307.3 million, up from $148.0 million in Q2 2024 [6]. - The mining operating profit for Q2 2025 reached $159.4 million, a 130% increase from $29.4 million in Q2 2024 [6]. - Net profit for Q2 2025 was $116.3 million, a turnaround from a net loss of $4.8 million in Q2 2024, marking a 121.1% increase [6]. - Operating cash flow for Q2 2025 was $191.3 million, up from $80.9 million in Q2 2024 [6]. Half-Year Performance Summary - For the first half of 2025, sales revenue increased by 178% to $580.4 million, compared to $208.5 million in H1 2024 [6]. - Mining operating profit for H1 2025 was $277.1 million, a substantial increase of 259.2% from $17.9 million in H1 2024 [6]. - Net profit for H1 2025 was $202.3 million, compared to a net loss of $30.9 million in H1 2024, reflecting a 233.2% increase [6]. - Operating cash flow for H1 2025 was $334.8 million, up from $88.1 million in H1 2024 [6].