每经AI快讯，8月13日，有色板块日内震荡拉升，工业金属方向领涨，紫金矿业、洛阳钼业双双涨超3% 创历史新高，此前丽岛新材、东方钽业涨停，电工合金涨超10%，华锡有色、华钰矿业、江西铜业、铜 陵有色等涨幅靠前。 ...

Core Viewpoint - Zijin Mining has signed an agreement with the Tanzanian government to obtain exclusive operating rights for the Dar es Salaam port's Malindi terminal and Kigoma port, enhancing its logistics and supply chain capabilities in Central African countries like the Democratic Republic of the Congo [1] Group 1 - The company's stock price increased by over 3% during trading, currently up 2.8% at HKD 23.52, with a trading volume of HKD 249 million [1] - The agreement includes plans for upgrading and renovating the Malindi terminal and Kigoma port, improving infrastructure such as storage yards and warehouses, and equipping them with modern loading and unloading equipment and intelligent management systems [1] - The upgrades are expected to significantly reduce the arrival time of mineral products at the Dar es Salaam port, positioning the Malindi terminal as a crucial gateway for copper exports from Africa [1] Group 2 - To support the logistics system, Zijin Mining is constructing several 2,000-ton bulk carriers in Tanzania, which are set to be delivered in 2026 [1] - These modern vessels will be the first of their kind in Tanzania and are seen by the Tanzanian government as a significant achievement in attracting investment and promoting manufacturing upgrades [1]

Core Viewpoint - Zijin Mining has signed an agreement with the Tanzanian government to obtain exclusive operating rights for the Dar es Salaam port, enhancing its logistics and supply chain capabilities in Central Africa [1] Group 1: Agreement and Operations - The agreement was signed on August 5, and it allows Zijin Mining to operate the Malindi terminal and Kigoma port [1] - The company plans to upgrade and renovate the infrastructure at these ports, including storage yards and warehouses, and equip them with modern loading and unloading equipment and intelligent management systems [1] Group 2: Logistics and Efficiency - The upgrades are expected to significantly reduce the arrival time of mineral products at the Dar es Salaam port, making the Malindi terminal a crucial gateway for copper exports from Africa [1] - To support the logistics system, Zijin Mining is constructing several 2,000-ton bulk carriers in Tanzania, which are set to be delivered in 2026 [1] Group 3: Economic Impact - The modern bulk carriers will be the first of their kind in Tanzania and are seen as a significant achievement for attracting investment and promoting manufacturing upgrades in the country [1]

紫金矿业最新股价报20.30元，较前一交易日上涨0.05元。盘中最高触及20.56元，最低下探20.14元，成 交金额达23.91亿元。 风险提示：投资有风险，入市需谨慎。 本文源自：金融界 作者：A股君 该公司主要从事金、铜、锌等矿产资源勘探与开发，业务覆盖全球多个国家和地区。作为有色金属行业 重要企业，紫金矿业在国内外拥有多个矿山项目。 消息面上，紫金矿业近期与坦桑尼亚政府签署协议，获得达累港马林迪码头与基戈马港口的特许经营 权。公司还计划在坦桑尼亚建造多艘2000吨级散货船，预计2026年交付。 ...

Core Viewpoint - Zijin Mining experienced a net financing sell-off of 122.534 million yuan last week, ranking 13th in the market, with a financing buy amount of 1 billion yuan and repayment of 1.123 billion yuan [1] Group 1: Financial Performance - Zijin Mining's main capital inflow over the past 5 days was 293 million yuan, with a price increase of 2.12% during this period [1] - Over the last 10 days, the main capital inflow was 50.863 million yuan, with a price increase of 0.18% [1] Group 2: Company Overview - Zijin Mining Group Co., Ltd. was established in 2000 and is located in Longyan City, primarily engaged in non-ferrous metal mining and selection [1] - The company has a registered capital of 2.632817224 billion yuan and a paid-in capital of 2.632657124 billion yuan [1] - The legal representative of the company is Zou Laichang [1] Group 3: Investment and Intellectual Property - Zijin Mining has invested in 76 companies and participated in 804 bidding projects [1] - The company holds 491 trademark registrations and 772 patent registrations, along with 314 administrative licenses [1]

资金流向方面，今日主力资金净流入1.67亿元，占比成交额6.4%。其中，超大单净流入2.46亿元、占成 交额9.41%，大单净流出7892.95万元、占成交额3.01%，中单净流出流出11344.86万元、占成交额 4.33%，小单净流出5403.48万元、占成交额2.06%。 来源：金融界 紫金矿业最新一期业绩显示，截至2025一季报，公司营业总收入789.28亿元、同比增长5.55%，归属净 利润101.67亿元，同比增长62.39%，扣非净利润98.81亿元，同比增长58.76%，流动比率1.026、速动比 率0.704、资产负债率54.89%。 天眼查商业履历信息显示，紫金矿业集团股份有限公司，成立于2000年，位于龙岩市，是一家以从事有 色金属矿采选业为主的企业。企业注册资本263281.7224万人民币，实缴资本263265.7124万人民币。公 司法定代表人为邹来昌。 金融界消息 截至2025年8月8日收盘，紫金矿业（601899）报收于20.54元，上涨1.18%，换手率0.62%， 成交量127.65万手，成交金额26.19亿元。 通过天眼查大数据分析，紫金矿业集团股份有限公司共对外投资了7 ...

紫金矿业股价创出历史新高，截至10:28，该股上涨1.03%，股价报20.51元，成交量4955.56万股，成交 金额10.13亿元，换手率0.24%，该股最新A股总市值达4222.75亿元，该股A股流通市值4222.59亿元。 公司发布的一季报数据显示，一季度公司共实现营业收入789.28亿元，同比增长5.55%，实现净利润 101.67亿元，同比增长62.39%，基本每股收益为0.3830元，加权平均净资产收益率7.12%。 7月14日公司发布上半年业绩预告，预计实现净利润232.00亿元，同比同比增长54.00%。（数据宝） （文章来源：证券时报网） 两融数据显示，该股最新（8月7日）两融余额为31.85亿元，其中，融资余额为31.54亿元，近10日减少 3131.22万元，环比下降0.98%。 机构评级来看，近10日共有1家机构对该股进行评级，7月31日华泰证券发布的研报给予公司目标价为 25.92元。 证券时报·数据宝统计显示，紫金矿业所属的有色金属行业，目前整体涨幅为0.51%，行业内，目前股价 上涨的有76只，涨幅居前的有宁波韵升、中矿资源、和胜股份等，涨幅分别为10.02%、4.81%、 4. ...

专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 国城矿业董秘马翀年薪超百万，但公司2024年业绩由盈转亏，归母净利润亏损1.13亿元。 数据显示，截止7月29日，A股市场共有5817家上市公司。董秘作为连接投资者与上市公司的"桥梁"，在上市公司资本运作中发挥着关键作用。据2024年年报显示，去年A股董秘薪酬合计达40 随着年报披露收官，工业金属行业（申万二级分类）上市公司董秘薪酬面纱也被揭开。据数据统计，工业金属行业上市公司为董秘支付的最高年度薪酬是紫金矿业，为董秘郑友诚支付年薪451. 从年薪的变动来看，2024未变更董秘的上市公司中，多数上市公司调增了董秘年薪。其中，中国铝业董秘葛小雷薪酬涨幅最大，同比增长130.67%；鼎胜新材董秘陈魏新年薪降幅最大，同比减 从薪资总额看，紫金矿业、焦作万方、洛阳钼业董秘薪资位列前三名，其中资金矿业董秘郑友诚年薪451.38万元，焦作万方董秘吴永锭年薪411.29万元，洛阳钼业董秘徐辉年薪296.98万元。 海亮股份原董秘程疆年薪120.38万元，远超行业均值。2024年，公司归母净利润大幅下挫37.1%至7.03亿元，公司市值下降。值 ...

专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 数据显示，截止7月29日，A股市场共有5817家上市公司。董秘作为连接投资者与上市公司的"桥梁"， 在上市公司资本运作中发挥着关键作用。据2024年年报显示，去年A股董秘薪酬合计达40.86亿元，平均 薪酬75.43万元。 随着年报披露收官，工业金属行业（申万二级分类）上市公司董秘薪酬面纱也被揭开。据数据统计，工 业金属行业上市公司为董秘支付的最高年度薪酬是紫金矿业，为董秘郑友诚支付年薪451.38万元；为董 秘支付的最低年度薪酬是白银有色，为董秘张益会支付年薪仅4.89万元。其中为董秘发放超百万年薪的 上市公司共有16家，分别为永茂泰（维权）、豪美新材（维权）、西藏珠峰、国城矿业（维权）、华钰 矿业、华峰铝业创新新材、海亮股份新疆众和中金岭南金田股份、金诚信、中国铝业、洛阳钼业、焦作 万方、紫金矿业。 金田股份董秘丁星驰2024年涨薪至161万，但公司2024年归母净利润同比下降12.29%，市值同比下降 11.07%。 创新新材董秘王科芳年薪120万超 ...

Core Viewpoint - The A-share non-ferrous metal industry shows a positive trend in earnings forecasts for the first half of 2025, with over 80% of the companies expected to be profitable, despite some companies facing significant losses due to market fluctuations in lithium products [1][2][7]. Group 1: Earnings Forecast Overview - A total of 141 companies are classified under the non-ferrous metal industry, with 54 companies having released their earnings forecasts for the first half of 2025 [1]. - Among the 54 companies, 44 are expected to be profitable, representing over 80% of the total [1][3]. - The companies with the highest projected net profits include Zijin Mining, with an expected profit of 232 billion yuan, and Luoyang Molybdenum, with a forecasted profit between 82 billion to 91 billion yuan [5][6]. Group 2: Positive Earnings Forecasts - Out of the 54 companies, 40 are categorized as having positive earnings forecasts, which includes 24 companies expecting profit increases and 4 companies anticipating slight increases [2][3]. - Zijin Mining's net profit is projected to grow by 54% compared to the same period last year, driven by rising sales prices of gold, copper, zinc, and silver [5][6]. - Luoyang Molybdenum expects a profit increase of 51.37% to 67.98%, attributed to higher copper and cobalt prices and increased production and sales [6]. Group 3: Negative Earnings Forecasts - Ten companies are expected to report losses, with the largest projected losses from Shengxin Lithium Energy and Ganfeng Lithium [7][10]. - Shengxin Lithium Energy anticipates a loss of 720 million to 850 million yuan, citing declining lithium product prices and increased asset impairment provisions as key factors [10]. - Ganfeng Lithium is expected to report a loss between 300 million to 550 million yuan, also impacted by falling prices of lithium salts and battery products [10].