预告发布后5日股价上涨的占比70.83%。 通过对2024年业绩预增50%以上的个股走势进行统计发现，预告发布后当日股价上涨的占比67.59%，股 价发布当日股价涨停的有22家。 证券时报•数据宝统计显示，盛达资源今日收于13.72元，上涨0.44%，日换手率为1.89%，成交额为1.64 亿元，近5日上涨8.29%。 证券时报网讯，盛达资源（000603）1月22日发布2024年业绩预增公告，预计实现净利润为3.50亿元 ~4.00亿元，净利润同比增长136.51%~170.29%。 ...

Financial Performance Expectations - The company expects net profit attributable to shareholders to be between 350 million and 400 million CNY, representing a year-on-year increase of 136.51% to 170.29%[3] - The expected net profit after deducting non-recurring gains and losses is projected to be between 260 million and 310 million CNY, reflecting a year-on-year growth of 85.55% to 121.23%[3] - Basic earnings per share are anticipated to be between 0.51 CNY and 0.58 CNY, compared to 0.21 CNY in the same period last year[3] Factors Influencing Performance - The significant increase in performance is attributed to the rise in basic metal prices and higher average sales prices of the company's main products[5] - The company has received funds related to litigation, which contributed to the increase in operating performance[5] Communication and Reporting - The company has communicated with the accounting firm regarding the earnings forecast, and there are no discrepancies reported[4] - The financial data provided is preliminary and will be detailed in the company's 2024 annual report[6] - The earnings forecast period is from January 1, 2024, to December 31, 2024[3] Investor Guidance - The company emphasizes the importance of monitoring subsequent announcements and investment risks[7] - The designated information disclosure media include several major financial newspapers and websites[7]

Investment Rating - The report assigns an "Outperform" rating to the company for the first time, with a reasonable valuation range of 15.70 - 16.90 CNY, indicating a premium of 16% to 25% over the current stock price of 13.66 CNY [6][4]. Core Views - The company is a significant player in the domestic silver market, focusing on expanding its precious metals segment, particularly silver and gold [1][16]. - The company has a robust mineral resource base, with silver reserves of 7,231 tons and gold reserves of 27 tons as of the end of 2023 [1][16]. - The company is actively pursuing acquisitions to strengthen its position, including a recent acquisition of a 53% stake in Honglin Mining, which is expected to enhance gold production significantly by 2025 [2][17]. - The completion of technical upgrades at Jinshan Mining is anticipated to mark a turning point for the company's performance, with a commitment from the controlling shareholder to ensure a minimum net profit of 4.7 billion CNY from Jinshan Mining over the next three years [3][4]. Company Overview - The company has been expanding through acquisitions since its establishment, currently controlling six mining subsidiaries in Inner Mongolia and one copper-gold mine in Sichuan [1][16]. - The company’s main products include silver ingots, gold, and lead-zinc concentrates, with a focus on maintaining high profit margins through resource and processing advantages [27][31]. - The company’s financial performance has been impacted by technical upgrades and market conditions, with a significant drop in net profit in 2023, but a strong recovery is expected in the coming years [3][4][27]. Financial Forecast and Valuation - The company is projected to achieve net profits of 3.2 billion CNY, 5.3 billion CNY, and 7.3 billion CNY for the years 2024, 2025, and 2026, respectively, reflecting substantial growth rates of 115.4%, 66.7%, and 37.4% [4][5]. - Earnings per share (EPS) are expected to increase from 0.46 CNY in 2024 to 1.06 CNY in 2026 [4][5]. - The company’s revenue is forecasted to grow from 2.35 billion CNY in 2024 to 3.73 billion CNY in 2026, driven by increased production capacity and favorable market conditions [5][4]. Industry Insights - The silver market is expected to experience high volatility, influenced by industrial demand, particularly in the photovoltaic sector, which has seen rapid growth [37][48]. - The report highlights that silver's industrial demand is projected to grow significantly, with a forecasted increase of 9% in 2024, driven by applications in electronics and solar energy [51][48]. - The supply-demand dynamics for silver are tightening, with a projected supply deficit of 6,697 tons by 2025, which may enhance price sensitivity to market changes [51][53].

Group 1: Company Overview - Shengda Resources Co., Ltd. is involved in the mining and processing of metals, with a focus on copper and silver [1][2]. - The company has a production capacity of 480,000 tons per year as per the mining license [2][3]. Group 2: Project Updates - The Jinshan Mining technical renovation project is expected to reach full production capacity by September 2024 [2][3]. - The Honglin Mining project is currently at 50% completion for the tailings pond construction, with trial production anticipated between July and September 2025 [2][3]. Group 3: Financial Matters - The company has received a total of 600 million yuan in deposits related to a lawsuit, with 70,854,011.10 yuan in fees accounted for in 2024 [3]. - The remaining 40% of the funds, amounting to 42,010,739.73 yuan, is still pending, introducing uncertainty regarding the impact on profits [3]. Group 4: Market Insights - The current gold-silver ratio is around 90, indicating that silver has significant potential for price increases [3]. - The company believes that silver prices will show substantial upward movement due to its industrial and precious metal properties [3]. Group 5: Sales Strategy - The sales strategy for refined powder products is based on a prepayment model, with prices referencing major metal price indices [3][4]. - The pricing for silver content in lead and zinc concentrates is determined based on assay results and agreed coefficients in contracts [4].

证券代码：000603 证券简称：盛达资源 公告编号：2024-143 盛达金属资源股份有限公司 关于控股股东及其一致行动人部分股份解除质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 盛达金属资源股份有限公司（以下简称"公司"、"本公司"）于近日收到控 股股东甘肃盛达集团有限公司（以下简称"盛达集团"）及其一致行动人赵满堂 先生、赵庆先生的通知，获悉其所持有本公司的部分股份解除质押，具体事项如 下： 一、股东股份解除质押基本情况 注：上表出现合计数比例与各分项比例之和尾数上如有差异，为四舍五入原因所致。 （二）股东股份累计质押基本情况 截至公告披露日，上述股东及其一致行动人所持质押股份情况如下： | | | | | | | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 持股数量 | 持股 | 累计被质 押股份数 | 占其所 持股份 | 占公司 总股本 | 已质押股 | 占已质 | 未质押股 | 占未质 | | ...

证券代码：000603 证券简称：盛达资源 公告编号：2024-142 盛达金属资源股份有限公司 关于发行股份购买资产并募集配套资金事项的进展公告 一、本次交易的基本情况 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 特别提示： 1、盛达金属资源股份有限公司（以下简称"公司"）于 2024 年 10 月 31 日 披露的《盛达金属资源股份有限公司发行股份购买资产并募集配套资金预案》的 "重大事项提示"和"重大风险提示"章节中，详细披露了本次交易尚需履行的 审批程序及可能存在的风险因素，敬请广大投资者注意投资风险。 2、截至本公告披露日，除本次交易预案披露的风险因素外，公司尚未发现 可能导致公司董事会或者交易对方撤销、中止本次交易或者对本次交易方案作出 实质性变更的相关事项，本次交易相关工作正在有序进行中，公司将根据相关事 项的进展情况，及时履行信息披露义务。 公司拟发行股份购买周清龙、马玲、陈霖、陈文林、郭福安、舒桂先、易贻 辉共 7 名交易对方合计持有的四川鸿林矿业有限公司（以下简称"鸿林矿业"） 47%股权，并拟向不超过 35 名特定投资者发行股份募集配 ...

证券代码：000603 证券简称：盛达资源 | --- | --- | |-----------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 投资者关系活 \n动类别 | √特定对象调研 □分析师会议 \n□媒体采访 □业绩说明会 \n□新闻发布会 □路演活动 \n□现场参观 \n | | | 北京浩蓝行远投资（柏觐春）、北京维源投资（段喜庆）、北京祯 | | 活动参与人员 | 祥投资（邵同尧）、本见投资（王之鑫）、朝阳区高新技术企业协 会（郭德强）、含章基金（李贵林）、宏图价值研究院（李瑞）、 国中长城（天津）资管（刘志强）、上海银行北京融新支行（程坤）、 中建投信托（谢冶博） | | 时间 | 月 26 日 | | | ...

证券代码：000603 证券简称：盛达资源 公告编号：2024-141 盛达金属资源股份有限公司 关于股东部分股份解除质押及质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 特别提示：盛达金属资源股份有限公司（以下简称"公司"、"上市公司"或 "盛达资源"）控股股东及其一致行动人质押股份数量占其所持公司股份数量的 比例超过 80%，请投资者注意相关风险。 公司于近日收到控股股东甘肃盛达集团有限公司（以下简称"盛达集团"） 通知，获悉其所持有本公司的部分股份解除质押及质押，具体事项如下： （二）本次股份质押基本情况 | | 是否为控股 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 股东或第一 | 本次质 押数量 | 占其所持 | 占公司总 | 是否为 | 是否为补 | 质押 | 质押 | 质权人 | 质押 | | 名称 | 大股东及其 | （股） | 股份比例 | 股本比例 | 限售股 | 充质押 | 起始日 ...

证券代码：000603 证券简称：盛达资源 公告编号：2024-140 盛达金属资源股份有限公司 关于为控股子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 公司分别于 2024 年 4 月 25 日、2024 年 5 月 21 日召开第十届董事会第三十 次会议、2023 年度股东大会，审议通过了《关于公司及子公司 2024 年度担保额 度预计的议案》，同意公司为子公司提供担保、子公司之间互相提供担保、子公 司为公司提供担保额度合计不超过人民币 50 亿元。担保范围包括但不限于申请 综合授信、融资租赁等融资业务，担保方式包括一般保证、连带责任保证、抵 押、质押等，担保额度有效期限自公司 2023 年度股东大会审议通过之日起至 2024 年度股东大会召开之日止。公司为子公司提供担保、子公司之间互相提供 担保、子公司为公司提供担保的额度包括 2024 年度新增担保及原有担保展期或 续保，实际担保金额以最终签订的担保合同为准，上述担保额度可循环使用。 具体内容详见公司于 2024 年 4 月 27 日披露的《关于公司及子公司 2024 年度担 ...

证券代码：000603 证券简称：盛达资源 公告编号：2024-139 盛达金属资源股份有限公司 关于诉讼的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 特别提示： 1、案件所处的诉讼阶段：盛达金属资源股份有限公司（以下简称"公司"） 于近日收到董赢、柏光辉支付的第一期，即 60%的资金占用费、逾期支付资金占 用费的违约金、逾期返还定金的违约金合计 70,854,011.10 元。本次诉讼尚处于 《民事调解书》、《和解协议书》、《和解协议书之补充协议》（以下简称"《补充协 议》"）履行阶段。 2、对上市公司损益产生的影响：本次诉讼案件已经法院调解结案并签署《和 解协议书》、《补充协议》，但尚未履行完毕，公司已于 2023 年度按照会计准则对 本次诉讼涉及的应收股权收购定金计提坏账准备 300 万元，公司将根据会计准则 的相关规定，对 2023 年度已经计提的坏账准备进行账务处理。截至本公告披露 日，公司已收到本次诉讼涉及的全部 6 亿元定金、60%的资金占用费、逾期支付 资金占用费的违约金、逾期返还定金的违约金，本次收到的 70,854,011.1 ...