Group 1 - The non-ferrous metal sector experienced a significant upward trend on December 31, with copper and precious metals leading the gains [1] - Zijin Mining (601899) and Luoyang Molybdenum (603993) both rose over 4%, reaching new historical highs [1] - Jiangxi Copper (600362) approached the daily limit increase, marking its highest level since January 2008 [1] Group 2 - Other companies such as Shengda Resources (000603), Yunnan Copper (000878), and Tongling Nonferrous Metals (000630) also saw increases in their stock prices [1]

智通财经APP获悉，紫金矿业(02899)涨超3%，截至发稿，涨3.51%，报36.6港元，成交额6.42亿港元。 消息面上，12月30日，紫金矿业发布2025年业绩预告，预计全年实现归母净利润约510-520亿元，同比 增长约59%-62%，再创历史新高。2025年，公司主营产品持续放量，矿产金同比增长23.5%至90吨，矿 产铜同比增长2%至109万吨。公司指出，根据此次公告披露，其2026年产量仍将保持高速增长：矿产金 105吨、矿产铜120万吨、当量碳酸锂12万吨、矿产银520吨。这一目标如按期完成，矿产金产量将较原 计划提前两年突破百吨大关。 ...

消息面上，12月30日，紫金矿业发布2025年业绩预告，预计全年实现归母净利润约510-520亿元，同比 增长约59%-62%，再创历史新高。2025年，公司主营产品持续放量，矿产金同比增长23.5%至90吨，矿 产铜同比增长2%至109万吨。公司指出，根据此次公告披露，其2026年产量仍将保持高速增长：矿产金 105吨、矿产铜120万吨、当量碳酸锂12万吨、矿产银520吨。这一目标如按期完成，矿产金产量将较原 计划提前两年突破百吨大关。 紫金矿业（601899）(02899)涨超3%，截至发稿，涨3.51%，报36.6港元，成交额6.42亿港元。 ...

Group 1 - The non-ferrous metal sector showed strength on December 31, with Jiangxi Copper rising over 4%, and other companies like Huayou Cobalt, Hunan Silver, Yunnan Zinc, and Zijin Mining also experiencing gains. The non-ferrous mining ETF (159690) increased by 1.5%, with net inflows exceeding 25 million yuan over the past five trading days [1] - Zijin Mining announced its earnings forecast for 2025, expecting a net profit attributable to shareholders of 51 billion to 52 billion yuan, marking the best annual performance since its listing, with a year-on-year growth of approximately 59% to 62%. The non-recurring net profit is projected to be between 47.5 billion and 48.5 billion yuan, reflecting a year-on-year increase of about 50% to 53% [3] - The non-ferrous mining ETF (159690) tracks an index where Zijin Mining holds a weight of 10.03% [4] Group 2 - The non-ferrous mining ETF (159690) closely tracks the non-ferrous mining index, investing in companies with upstream mineral resources, including Northern Rare Earth, Zijin Mining, Luoyang Molybdenum, Huayou Cobalt, and China Aluminum. The index has seen a year-to-date increase of 103.55%, while the non-ferrous metal industry index rose by 102.5%, indicating stronger performance compared to similar indices [6] - According to a report, the global supply of new mines is expected to significantly decline by 2026, leading to a structural bottleneck in supply. This situation, combined with unexpected production cuts from core mines and rising resource nationalism in major resource regions, will enhance the bargaining power and profit distribution position of the mining sector [6]

Group 1 - The core viewpoint of the news is that Zijin Mining has shown a positive stock performance, with a 1.08% increase, reaching a price of 33.78 yuan per share and a total market capitalization of 898.2 billion yuan [1] - Zijin Mining's main business involves mineral resource exploration and development, with revenue composition as follows: smelting products 60.94%, mineral products 36.48%, other 16.83%, and trade 8.02% [1] Group 2 - Dongxing Fund has a significant holding in Zijin Mining, with the Dongxing Chenrui Quantitative Mixed A fund holding 38,000 shares, representing 2.86% of the fund's net value, making it the largest holding [2] - The Dongxing Chenrui Quantitative Mixed A fund has achieved a year-to-date return of 25.19% and a one-year return of 22.25%, ranking 3756 out of 8085 and 3937 out of 8085 respectively [2]

虽然对紫金矿业（601899）盈利增长早有预期，但是极强的业绩兑现能力依旧让人感到震撼。 12月30日晚间，该公司发布披露业绩预告，公司预计2025年度实现归属于上市公司股东的净利润约人民币510-520亿元，同比增加189-199亿元，较上年同期 增长59%-62%。 剔除今年11月新上市的中国铀业（001280），紫金矿业也是今年有色行业首家披露业绩预告的公司，并且有望成为行业内首家市值破万亿的上市公司。 截至今日收盘，该公司年内涨幅达到125.99%，总市值增加至8800亿元，距捅破万亿市值的门槛仅差不足14%的涨幅。 而据上述业绩预告的下限计算，公司2025年度每股收益将达到1.92元，折算当前市盈率亦不过17.4倍左右。 而促使公司盈利增长的原因，无非是量、价层面的双重拉动。 量的方面。2025年，公司矿产金约90吨(2024年度：73吨)、矿产铜(含卡莫阿权益产量)约109万吨(2024年度：107万吨)、矿产银约437吨(2024年度：436吨)、 当量碳酸锂(含藏格矿业（000408）5-12月产量)约2.5万吨(2024年度：261吨)。 价格方面。矿产金、矿产铜、矿产银销售价格同比上升。 ...

紫金矿业的这一"炸裂"业绩刷新了公司历史纪录，是成立以来的最好成绩单。 《每日经济新闻》记者注意到，黄金价格的上涨对紫金矿业的业绩增长功不可没，伦敦现货黄金在2025 年创下了自1980年以来的最高单年涨幅。站在2026年的门槛上，不少研究机构认为黄金牛市基础依然稳 固，上涨趋势未改。 预计2025年归母净利润超510亿元 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 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！ 12月30日，紫金矿业（SH601899，股价33.42元，市值8886亿元）发布业绩预增公告，预计2025年度归 母净利润将突破510亿元人民币，同比大增约60%。 据公司公告，紫金矿业预计2025年度实现归属于上市公司股东的净利润约人民币510亿元至520亿元。与 2024年同期320.51亿元的净利润相比，将增加约189亿元至199亿元，同比增加约59%至62%。 基于此，华福证券给出了明确的价格预测：预计2026年黄金价格将在2025年4300美元/盎司左右的峰值 水平基础上继续抬升。 除了宏观利率环境，全球央行的购金行为正在发生深刻的结构性变 ...

Group 1 - Zijin Mining expects a net profit of approximately 51-52 billion yuan for 2025, representing a year-on-year increase of about 59%-62% due to growth in gold, copper, and silver production and sales prices, along with a significant increase in lithium carbonate production [1] - Tianpu Co. has seen its stock price rise by 718.39% from August 22 to December 30, leading to a suspension for stock trading review due to significant deviation from the company's fundamentals [1] - Salt Lake Co. plans to acquire 51% of Wenkang Salt Lake for 4.605 billion yuan, which will enhance its competitive edge in lithium and potassium resource development [1] Group 2 - Mingde Bio intends to acquire 100% of Wuhan Bikaier Rescue Supplies Co. in a cash transaction, which is expected to constitute a major asset restructuring [2] - Jiamei Packaging has announced that it may apply for a trading suspension if its stock price continues to rise abnormally, despite no significant changes in its fundamentals [2] Group 3 - Jinpan Technology signed a contract worth approximately 696 million yuan for an overseas data center project, which is expected to positively impact the company's long-term performance [3] Group 4 - China Pharmaceutical plans to acquire 70% of Zezheng Pharmaceutical for 525 million yuan [4] - Shengxin Lithium Energy intends to acquire 30% of Qicheng Mining for 2.08 billion yuan to increase its control over Huirong Mining [5] - China Aluminum's subsidiary plans to acquire 51% of Yun Aluminum Logistics for 264 million yuan [5]

公告显示，该公司提出2026年度主要矿产品产量计划如下：矿产金105吨、矿产铜120万吨、当量碳酸锂 12万吨、矿产银520吨。 智通财经APP讯，紫金矿业(601899.SH)披露2025年度业绩预增公告，该公司预计2025年度实现归属于 上市公司股东的净利润约人民币510-520亿元(币种下同)，同比增加约59%-62%。预计2025年度实现归属 于上市公司股东的扣除非经常性损益的净利润约475-485亿元，同比增加约50%-53%。 本期业绩预增的主要原因：报告期主要矿产品产量同比增加，其中矿产金约90吨(2024年度：73吨)、矿 产铜(含卡莫阿权益产量)约109万吨(2024年度：107万吨)、矿产银约437吨(2024年度：436吨)、当量碳酸 锂(含藏格矿业5-12月产量)约2.5万吨(2024年度：261吨)。此外，报告期矿产金、矿产铜、矿产银销售价 格同比上升。 ...

Core Viewpoint - Zijin Mining (601899.SH) expects a significant increase in net profit for the fiscal year 2025, projecting a net profit attributable to shareholders of approximately RMB 51-52 billion, representing a year-on-year increase of about 59%-62% [1] Group 1: Financial Performance - The company anticipates a net profit excluding non-recurring gains and losses of approximately RMB 47.5-48.5 billion for 2025, which indicates a year-on-year increase of about 50%-53% [1] - The increase in performance is primarily attributed to a rise in the production of key mineral products, including approximately 90 tons of gold (up from 73 tons in 2024), 1.09 million tons of copper (up from 1.07 million tons in 2024), and 437 tons of silver (up from 436 tons in 2024) [1] - Additionally, the sales prices of gold, copper, and silver have increased year-on-year [1] Group 2: Production Plans - For the fiscal year 2026, the company has set production targets for key mineral products, including 105 tons of gold, 1.2 million tons of copper, 120,000 tons of lithium carbonate equivalent, and 520 tons of silver [1]