台达电子（2308.TW）目前是我们大中华硬件技术分析师 Sharon Shih 的首选股票。她认为，人工智能 基础设施的电力和散热需求将为公司带来支撑。她将人工智能服务器电源以及数据中心的电源管理 / 散 热解决方案视为未来十年的关键增长驱动力。团队预期该公司将因运营利润率扩大和人工智能相关业务 敞口增加而实现估值重估，并且台达电子的股价表现与公司运营利润率趋势高度相关。我们对台达电子 2025 - 2027 年的盈利预测反映了其人工智能服务器电源业务的强劲表现。 原文如下： 紫金矿业 紫金矿业 香港电讯-SS 分时图 日K线 周K线 月K线 17.46 -0.17 -0.96% 1.47% 0.96% 0.51% 0.00% 0.51% 0.96% 1.47% 17.37 17.46 17.54 17.63 17.72 17.80 17.89 09:30 10:30 11:30/13:00 14:00 15:00 0 78万 156万 235万 摩根士丹利将紫金矿业（601899）集团（2899.HK）、台达电子（2308.TW）、巴贾杰金融有限公司 （BJFN.NS）和印度斯坦航空有限公司（HIAE.N ...

新任命4位管理层人员 洛阳钼业公告显示，因个人原因，袁宏林向公司董事会申请辞去董事长、非执行董事及董事会相关专门 委员会委员职务，该辞呈于公司股东大会增补相关董事的决议作出之时生效；辞呈生效之前，袁宏林将 继续履行前述相关职务。因个人原因，李朝春向公司董事会申请辞去副董事长、执行董事、战略及可持 续发展委员会委员及首席投资官职务，辞呈生效日期为送达董事会当日。 4月25日，洛阳钼业召开相关会议，同意增补阙朝阳、刘建锋为公司第七届董事会执行董事候选人。另 外，公司同意聘任阙朝阳为常务副总裁兼首席运营官、刘建锋为首席投资官、Kenny Ives为副总裁兼首 席商务官、谭啸为副总裁。 公告显示，阙朝阳1970年9月出生，曾任紫金矿业集团海内外多个大型项目、区域公司、事业部总经 理，集团公司副总裁兼总工程师。阙朝阳具有丰富的矿业投资并购、勘查、项目建设及运营经验。 刘建锋1977年1月出生，历任中国海油集团商务总监、复星国际洛克石油执行董事兼首席财务官、洲际 油气执行总裁兼首席财务官、新奥能源执行董事兼总裁及湖州燃气股份有限公司副董事长兼非执行董 事，主导多宗大型跨国并购与资源整合项目。 每经记者 王佳飞 每经编辑 ...

宗旨 開發礦業 造福社會 戰略目標 綠色高技術超一流國際礦業集團 企業精神 艱苦創業 開拓創新 紫金山銅金礦 | 目錄 | | | --- | --- | | 2 | 公司資料 | | 4 | 財務摘要 | | 6 | 董事長致辭 | | 9 | 報告摘要 | | 14 | 董事、監事、高級管理人員及公司秘書簡介 | | 19 | 資源量和儲量 | | 27 | 主要運營產品 | | 37 | 管理層討論與分析 | | 66 | 董事會報告 | | 96 | 獨立董事報告 | | 103 | 監事會報告 | | 107 | 可持續發展 | | 126 | 企業管治報告 | | 151 | 審計報告 | | 155 | 合併資產負債表 | | 158 | 合併利潤表 | | 160 | 合併股東權益變動表 | | 162 | 合併現金流量表 | | 164 | 資產負債表 | | 166 | 利潤表 | | 167 | 股東權益變動表 | | 169 | 現金流量表 | | 171 | 財務報表附註 | | 383 | 釋義 | 2 紫金礦業集團股份有限公司 2024年年報 公司資料 執行董事 陳景河 （董事長 ...

Company Overview - The company reported a total issued share capital of RMB 2,657,788,894 as of December 31, 2024, with 26,577,888,940 shares issued, including 20,589,048,940 A-shares (approximately 77.47%) and 5,988,840,000 H-shares (approximately 22.53%) [9] - The company is a large multinational mining group engaged in the exploration, development, and engineering research of metal resources such as copper, gold, zinc, lithium, silver, and molybdenum [9] - The company was established on September 6, 2000, and was the first domestic gold production enterprise to be listed overseas, with its H-shares listed on the Hong Kong Stock Exchange in December 2003 [9] Strategic Goals and Innovation - The company aims to provide low-carbon mineral raw materials for a better human life, aligning with its strategic goal of becoming a leading international mining group with green high technology [9] - The company emphasizes innovation and hard work as part of its corporate spirit, aiming to benefit society through its mining operations [2] - The company is committed to integrating AI technology into its operations to enhance production efficiency and management systems [27] - The company has a strong focus on innovation as its core competitive advantage, continuously improving its technology and management capabilities [168] Financial Performance - In 2024, the company achieved a total revenue of RMB 303.64 billion, representing a year-on-year increase of approximately 3.8% compared to RMB 293.40 billion in 2023 [16] - The net profit attributable to shareholders reached RMB 32.05 billion in 2024, a significant increase of about 51.7% from RMB 21.12 billion in 2023 [16] - The total assets of the company increased to RMB 396.61 billion in 2024, up from RMB 343.01 billion in 2023, marking a growth of approximately 15.7% [18] - The company reported a total liability of RMB 218.88 billion in 2024, compared to RMB 204.64 billion in 2023, reflecting an increase of about 6.9% [18] - Cash and cash equivalents rose to RMB 29.65 billion in 2024, up from RMB 17.69 billion in 2023, indicating a growth of approximately 67.5% [19] Operational Efficiency and Sustainability - The company has a strategic focus on sustainable development and has established various committees to oversee its governance and operational strategies [6] - The company’s ESG rating is now among the top tier in the mining industry, reflecting its commitment to sustainable development [23] - The liquidity ratio improved to 99.2% in 2024, compared to 92.2% in 2023, indicating better short-term financial health [19] - The company is committed to cleaner and more sustainable copper production practices [101] Resource Management and Production - The total resource volume includes over 1.1 million tons of copper and 4,000 tons of gold, positioning the company strategically in the energy transition market [25] - The company holds significant resources, with copper reserves at 5,043,000 tons and gold reserves at 1,487 tons [61] - The company aims to enhance its lithium production capacity significantly, positioning itself as one of the world's leading lithium producers after the completion of the "Two Lakes Two Mines" project [28] - The company plans to achieve a top-three position globally in metal production by 2028, two years ahead of its original schedule [26] Global Operations and Market Presence - The company operates over 30 large-scale mining resource development bases across 16 countries and 17 provinces in China [64] - The company operates in 17 countries, including China, with a total workforce of 55,690 and 37,450 collaborators [66] - The company ranks 1st among global gold enterprises and 5th among global metal mining companies [67] - The company has a strong presence in the Chinese market, being part of the Shanghai Stock Exchange 50 Index and FTSE China A50 Index [67] ESG and Social Responsibility - The company has a strong commitment to ESG, with a 21% increase in social contribution value projected to reach RMB 750 million by 2024 [63] - The company’s global social contribution value reached RMB 75 billion, a year-on-year increase of 33.42% [148] - The company’s ESG performance remains strong, with a carbon intensity reduction of 34.9% compared to the 2020 baseline, ahead of the 2025 target [147] Future Outlook and Growth Strategy - The company plans to leverage its strong financial management capabilities to optimize capital operations and drive growth [75] - The company is preparing for potential acquisitions to expand its market presence and diversify its portfolio [75] - Future outlook includes a commitment to sustainable development and ESG initiatives, aligning with global trends and investor expectations [77] Research and Development - Total R&D expenditure amounted to RMB 1,582,329,420, representing 0.52% of operating revenue [198] - The company employed 5,387 R&D personnel, accounting for 9.67% of total employees [199] - The company initiated 168 new research projects during the reporting period, including 3 national key R&D projects [200] Market Trends and Metal Prices - Gold prices reached $2,611 per ounce at year-end, a significant increase of 26.3% compared to the beginning of the year, marking the largest annual increase since 2010 [151] - Copper prices peaked at $10,857 per ton in May 2024, driven by supply shortages and monetary easing expectations, before falling to around $8,700 per ton by December [153] - The geopolitical tensions and the Federal Reserve's monetary policy significantly influenced the fluctuations in metal prices throughout 2024 [150]

Group 1: Transformation and Upgrading - Longjin Environmental Protection is actively transforming by leveraging its core strengths in environmental equipment while expanding into the renewable energy sector, aiming to create a "second growth curve" through various initiatives such as mining solar energy and energy storage systems [1][13][23] - Longgong Group focuses on "green, intelligent, and high-end" development, achieving record monthly sales of electric loaders and forklifts, which accounted for 77.6% of total revenue last year [2][4][17] - Longyan Kaolin achieved a 10.5% increase in net profit despite only a 2% revenue growth, driven by the development of comprehensive utilization technologies for kaolin tailings and porcelain stone [5][19] Group 2: Cost Control and Efficiency Improvement - Longyan Kaolin has implemented a strict procurement system and monthly production planning to optimize costs and improve efficiency, resulting in a reduction of total inventory from 2.877 billion to 2.287 billion [10][12][24] - Longjin Environmental Protection managed to achieve a 63.15% increase in net profit despite a 12.75% decline in revenue from environmental equipment manufacturing, showcasing effective cost control and resource reallocation [13][24] - Longgong Group reported a 57.80% increase in net profit while revenue decreased by 2.94%, indicating successful cost control measures and improved operational quality [12][33] Group 3: Market Expansion - Zijin Mining achieved a 52% increase in net profit last year and a 62% increase in the first quarter of this year, supported by its extensive overseas operations in 16 countries and 17 provinces in China [6][16][28] - Longgong Group's export sales increased by 3.76% to 3.19 billion, highlighting successful market expansion despite domestic sales challenges [17][29] - Longjin Environmental Protection has expanded its engineering projects to over 50 countries, focusing on industrialization processes in ASEAN and Belt and Road countries to drive new business growth [18][30]

南向资金今日大幅净买入213.6亿元。港股通（沪）方面，盈富基金、恒生中国企业分别获净买入46.17 亿港元、39.37亿港元；小米集团-W净卖出额居首，金额为9.86亿港元；港股通（深）方面，盈富基 金、恒生中国企业分别获净买入48.07亿港元、26.93亿港元；紫金矿业净卖出额居首，金额为7.27亿港 元。 ...

| 排名 | 板块名称 | 主力资金净流出 (亿元) | 主力资金净流出率(%) | | --- | --- | --- | --- | | 1 | 机械设备 | -7.14 | -1.75 | | 2 | 房地产 | -6.79 | -7.41 | | 3 | 基础化工 | -4.64 | -1.32 | | ব | 矢药 | -4.10 | -1.22 | | 5 | 电子 | -3.18 | -0.49 | 星矿主力资金监控：早盘买入前十榜（截止时间： 10 时 50 分) 主力资金监控：紫金矿业净买入超4亿 智通财经4月21日电，智通财经星矿数据显示，今日早盘主力资金净流入计算机、有色金属、工业金属等板块，净流出机械设备、房 地产、基础化工行业等板块，其中计算机板块净流出超15亿元。个股方面，紫金矿业上涨，主力资金净买入4.95亿元位居首位，青 岛金王、大位科技、维维股份获主力资金净流入居前；红宝丽遭净卖出超5亿元，中兴通讯、罗博特科、硕贝德主力资金净流出额居 前。 | 排名 | 板块名称 | 主力资金净流入 (亿元) | 主力资金净流入率(%) | | --- | --- | --- | --- | ...

证券代码：601899 股票简称：紫金矿业 编号：临 2025-039 紫金矿业集团股份有限公司 关于加纳Akyem金矿项目完成交割的公告 特此公告。 紫金矿业集团股份有限公司 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法律责任。 紫金矿业集团股份有限公司（以下简称"公司"）于 2024 年 10 月 9 日披露《关 于收购加纳 Akyem 金矿项目的公告》（编号：临 2024-057），公司通过境外全资子 公司收购 Newmont Corporation（以下简称"纽蒙特"）旗下加纳 Akyem 金矿 100% 权益。鉴于协议中约定的先决条件已全部实现或豁免，本次收购已于北京时间 2025 年 4 月 16 日完成交割。 Akyem 金矿位于世界主要黄金成矿带上，矿体厚大且矿化连续性好。项目目 前为露天开采，矿山及选厂运行稳定，设备状态良好，采用常规炭浸工艺，选厂 设计处理能力 850 万吨/年，2021 年至 2024 年黄金产量分别为 11.9 吨、13.1 吨、 9.2 吨和 6.4 吨；2023 年度实现销售收入 5.74 ...

证券代码：601899 股票简称：紫金矿业 编号：临 2025-038 紫金矿业集团股份有限公司 关于就收购藏格矿业股份有限公司控制权事项 签署《补充协议》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法律责任。 紫金矿业集团股份有限公司（以下简称"公司"）于 2025 年 1 月 17 日披露《关于 收购藏格矿业股份有限公司控制权的公告》（编号：临 2025-012），公司将通过全资子公 司紫金国际控股有限公司（以下简称"紫金国际控股"）收购西藏藏格创业投资集团有 限公司（以下简称"藏格创投"）、四川省永鸿实业有限公司（以下简称"四川永鸿"）、 林吉芳、宁波梅山保税港区新沙鸿运投资管理有限公司（以下简称"新沙鸿运"）合计 持有的藏格矿业股份有限公司（以下简称"藏格矿业"）392,249,869 股股份，交易对价 为 35 元/股，交易总额共计 13,728,745,415 元。其中，藏格方（藏格创投、四川永鸿、 林吉芳）合计出让股数 276,692,503 股，新沙鸿运出让股数 115,557,366 股。 2025 年 4 ...