近日，湖南新龙矿业有限责任公司（下称"新龙矿业"）一名员工被垮落松石砸中身亡。8月26日，南都 N视频记者从该企业母公司湖南黄金股份有限公司获悉，新龙矿业已停产整顿，事故调查工作正在进 行，公司将督促新龙矿业积极配合调查，加强安全生产管理。南都N视频记者注意到，企业官网介绍新 龙矿业曾获"市安全生产工作先进单位"称号。 南都记者注意到，该公司曾获"市安全生产工作先进单位"等荣誉称号。 南方都市报（nddaily）报道 南都N视频记者 陈丹玲 事故发生后，新龙矿业立即启动应急预案，公司领导立即赶赴现场组织处理，采取紧急应对措施进行人 员救治与善后工作，及时按相关规定与程序向有关部门进行了事故报告，并主动停产整顿。目前，新龙 矿业正在积极配合当地应急部门对事故做进一步调查处理，各项处置工作正在有序进行。 公告指出，鉴于事故调查工作正在进行，新龙矿业本部复产时间尚不能确定，预计会对公司的生产、经 营产生一定影响。 湖南黄金表示，公司对本次事故中的遇难者表示沉痛哀悼，向遇难者家属表达深深的歉意。公司将督促 新龙矿业积极配合调查并进行安全教育培训，全面排查安全隐患并及时整改，尽快恢复生产，同时将认 真吸取本次事故教训， ...

Core Viewpoint - A tragic accident occurred at Hunan Xinlong Mining Co., resulting in the death of an employee due to a rockfall during operations. The company has suspended production for safety reviews and is cooperating with investigations [1][3]. Group 1: Incident Details - On August 24, an employee of Xinlong Mining was killed when a rockfall occurred while handling anchor nets in the mining area [3]. - Following the incident, Xinlong Mining activated its emergency response plan and reported the accident to relevant authorities, leading to an immediate suspension of operations [3]. - The company is currently cooperating with local emergency departments for further investigation and management of the situation [3]. Group 2: Company Response - Hunan Gold Co., the parent company, expressed deep condolences for the victim and extended apologies to the family [3]. - The company plans to enhance safety education and training, conduct thorough safety inspections, and implement timely rectifications to prevent future incidents [3]. - The timeline for resuming operations at Xinlong Mining remains uncertain due to the ongoing investigation [3]. Group 3: Company Background - Xinlong Mining was established on November 29, 2003, and has developed into a state-owned enterprise engaged in the exploration, mining, selection, processing, and sales of minerals, primarily gold and antimony [3]. - The company has previously been recognized as a "City Advanced Unit in Safety Production" [4].

Financial Performance - The company's operating revenue for the current period is approximately 28.44 billion yuan, compared to 15.13 billion yuan in the same period last year, indicating a significant increase [1] - The net profit attributable to shareholders is approximately 655.65 million yuan, up from 438.08 million yuan year-on-year [1] - The net profit after deducting non-recurring gains and losses is approximately 656.97 million yuan, compared to 439.15 million yuan in the previous year [1] - The net cash flow from operating activities is approximately 498.50 million yuan, a substantial increase from 68.61 million yuan in the same period last year, reflecting a growth of 626.61% [24] - The basic and diluted earnings per share are both 0.42 yuan, compared to 0.28 yuan in the previous year [1] Asset and Liability Management - As of the end of the current reporting period, total assets amount to approximately 8.52 billion yuan, up from 8.20 billion yuan at the end of the previous year [1] - The net assets attributable to shareholders are approximately 7.29 billion yuan, compared to 6.91 billion yuan at the end of the previous year [1] - The company’s current ratio is 2.79, and the quick ratio is 2.04, indicating strong liquidity [47] Shareholder Structure - The top ten shareholders include a new shareholder, CITIC Prudential Life Asset Management Plan, which replaced the previous quarter's shareholder [51] - The largest shareholder is Hunan Gold Group Co., Ltd., holding approximately 35.06% of the total shares, with no change in its holding [52] Industry Position - The company's price-to-earnings ratio (TTM) is approximately 31.06, the price-to-book ratio (LF) is about 4.53, and the price-to-sales ratio (TTM) is around 0.8 [1] - The company primarily engages in the mining and processing of gold, antimony, tungsten, and other non-ferrous metals, as well as the import and export of these products [10]

Core Viewpoint - The company, Xinlong Mining, has activated emergency protocols following an accident, ensuring immediate response and cooperation with local authorities for investigation and safety measures [2] Group 1: Company Response - Xinlong Mining promptly initiated an emergency response plan and reported the incident to relevant authorities, halting production for safety assessments [2] - The company is committed to enhancing safety management and conducting thorough safety education and training to prevent future incidents [2] Group 2: Safety Measures and Historical Context - Since its establishment in February 2004, Xinlong Mining has focused on the extraction and sale of gold, antimony, and other non-ferrous metals, with a registered capital of 300 million RMB [2] - In 2023, Xinlong Mining has identified and rectified a total of 706 safety hazards, with 64 issues addressed from higher-level inspections, demonstrating a proactive approach to safety management [2]

Core Viewpoint - The article reports a fatal accident at Hunan Gold's subsidiary, Hunan Xinlong Mining, resulting in the death of an employee during operations, leading to a temporary halt in production for safety and investigation purposes [1][3][5]. Group 1: Accident Details - On August 24, an employee at Xinlong Mining died due to a sudden rockfall while handling anchor net stones in the 7 vein at the 310-813 mining site [3]. - Following the incident, Xinlong Mining activated its emergency response plan, with company leadership promptly arriving at the scene to manage the situation and provide necessary assistance [3]. - The company has reported the incident to relevant authorities and is cooperating with local emergency departments for further investigation [3]. Group 2: Company Background - Xinlong Mining was established on February 18, 2004, with a registered capital of 300 million yuan, primarily engaged in the mining and sales of gold, antimony, and other non-ferrous metals [4]. - Hunan Gold, the parent company, is one of the top ten gold-producing enterprises in China and a leading global developer of antimony mines, with significant operations in tungsten mining as well [5]. - The company operates three secondary subsidiaries and has ten mining bases, with total assets exceeding 7 billion yuan [5].

Investment Rating - The report maintains a "Buy" rating for the company [5] Core Views - The company reported a significant revenue increase of 87.89% year-on-year for 1H25, achieving revenue of 28.436 billion yuan and a net profit of 656 million yuan, up 49.66% year-on-year [2] - In 2Q25, the company experienced a revenue of 15.315 billion yuan, representing a quarter-on-quarter increase of 16.72% and a year-on-year increase of 109.32 [2] - The increase in the proportion of purchased non-standard gold business has negatively impacted profitability, despite a rise in product prices [3] - The company is focusing on cost reduction and efficiency improvement, with a decrease in the asset-liability ratio to 13.71% [3] Summary by Sections Financial Performance - For 1H25, the company produced 1,722 kg of gold, a decrease of 12.2% year-on-year, and 7,712 tons of antimony, down 5.64% year-on-year [3] - The average prices for antimony and gold increased by 42.98% and 14.96% respectively in 2Q25 [3] - The gross profit for 2Q25 was 724 million yuan, with a gross margin of 4.73%, reflecting a decline due to the increased share of non-standard gold purchases [3] Market Outlook - Antimony prices are expected to rebound due to improved export expectations and a decline in supply, with new regulations potentially boosting demand [4] - The global antimony price trend remains upward, supported by resource scarcity and stable demand growth [4] Earnings Forecast - Projected revenues for 2025-2027 are 53.804 billion yuan, 56.272 billion yuan, and 61.262 billion yuan respectively, with net profits expected to be 1.421 billion yuan, 1.645 billion yuan, and 2.237 billion yuan [5] - The earnings per share (EPS) are forecasted to be 0.91 yuan, 1.05 yuan, and 1.43 yuan for the years 2025, 2026, and 2027 respectively [5]

本文转自【深圳证券交易所】； 湖南黄金关于子公司新龙矿业本部临时停产的公告 元;2025年 1-6 月,实现营业收入 33,005.91 万元,净利润 11,433.86 万元(以上 数据未经审计)。 三、预计可能产生的影响 鉴于事故调查工作正在进行,新龙矿业本部复产时间尚不能确定,预计会对 公司的生产、经营产生一定影响。 公司对本次事故中的遇难者表示沉痛哀悼,向遇难者家属表达深深的歉意! 公司将督促新龙矿业积极配合调查并进行安全教育培训,全面排查安全隐患并及 时整改,尽快恢复生产。同时,公司将认真吸取本次事故教训,加强安全生产管 理,防止类似事故再次发生。 公司将根据本次事故调查处理进展情况及时履行信息披露义务,敬请广大投 资者注意投资风险。 特此公告。 湖南黄金股份有限公司 董事会 2025 年 8 月 26 日 ...

湖南黄金发布半年报，上半年营业收入284.36亿元，同比增长87.89%；归属于母公司所有者的净利润 6.56亿元，同比增长49.66%。 (本文来自第一财经) ...

Group 1 - As of August 25, the metal zinc concept increased by 3.19%, ranking 6th among concept sectors, with 34 stocks rising, including Hunan Silver which hit the daily limit, and Zijin Mining, Shengtun Mining, and Baiyin Nonferrous rising by 7.50%, 7.42%, and 6.47% respectively [1] - The metal zinc sector saw a net inflow of 615 million yuan from main funds today, with 20 stocks receiving net inflows, and 5 stocks exceeding 50 million yuan in net inflow, led by Hunan Silver with a net inflow of 344 million yuan [2] - The top stocks by net inflow ratio included Hunan Silver, Jinhui Co., and Baodi Mining, with net inflow ratios of 30.94%, 17.87%, and 13.66% respectively [3] Group 2 - The top gainers in the metal zinc sector included Hunan Silver with a 10.00% increase and a turnover rate of 9.55%, followed by Zijin Mining with a 7.50% increase and a turnover rate of 1.49% [3] - Stocks with significant net outflows included Hongda Co. with a decrease of 3.17% and a net outflow of 930.69 million yuan, and *ST Jinglan with a decrease of 1.09% and a net outflow of 954.56 million yuan [5] - The overall performance of the metal zinc sector reflects a positive trend, with several companies showing strong gains and significant capital inflows [2][3]

Core Viewpoint - Hunan Gold has reported significant growth in both revenue and profit for the first half of 2025, driven by strong performance in its gold business and improved profitability in its subsidiaries [1][9]. Financial Performance - The company achieved a revenue of 28.44 billion yuan, a year-on-year increase of 87.89% [2]. - The net profit attributable to shareholders reached 655.65 million yuan, up 49.66% compared to the previous year [2]. - Basic earnings per share increased to 0.42 yuan, reflecting a 50% rise from the same period last year [2]. - Operating cash flow was 498.50 million yuan, a substantial increase of 626.61% year-on-year [2]. - The company maintained a cash balance of 1.15 billion yuan, indicating strong liquidity [1]. Business Segmentation - Gold business revenue was 26.92 billion yuan, accounting for 94.68% of total revenue, with a year-on-year growth of 93.82% [3][4]. - Antimony revenue was 1.33 billion yuan, representing 4.66% of total revenue, with a growth of 17.46% [3][4]. - Tungsten revenue was 68 million yuan, making up 0.24% of total revenue, with a growth of 12.49% [3][4]. - The external purchase of non-standard gold business was a major growth driver, generating 25.80 billion yuan, a 103.57% increase year-on-year [5]. Production and Market Conditions - The company produced 37,300 kg of gold, a 37.97% increase year-on-year [10]. - Antimony production decreased by 19.89% to 12,100 tons, while tungsten production increased by 12.97% to 554 tons [10]. - The international gold price rose significantly, with the London spot price reaching $3,287.45 per ounce, a 24.31% increase since the beginning of the year [9]. Subsidiary Performance - Chen Zhou Mining generated revenue of 27.94 billion yuan and net profit of 649 million yuan, remaining the core profit driver for the company [5]. - Anhua Zha Zhi Xi reported revenue of 448 million yuan and net profit of 208 million yuan, benefiting from rising antimony prices [6]. - Golden Cave Mining had revenue of 299 million yuan and net profit of 22.35 million yuan, showing a decline due to reduced production [7]. - New Dragon Mining achieved revenue of 396 million yuan and net profit of 115 million yuan, demonstrating strong performance [8]. Future Outlook - The company plans to focus on its core mining operations and resource utilization, aiming to enhance profitability and market competitiveness [10].