紫金矿业公告称，2025年12月31日，公司第九届董事会第一次会议选举邹来昌为董事长、林泓富为副董 事长，任期三年。会议还选举产生董事会四个专门委员会委员，推选吴小敏为首席独立董事。根据提 名，聘任林泓富为总裁、高文龙为董事会秘书；聘任吴健辉为常务副总裁，谢雄辉等10人为副总裁；聘 任吴红辉为财务总监（兼）、蔡雪琳为联席财务总监；聘任吴健辉为总工程师（兼），上述人员任期均 为三年。 ...

董事名單與其角色和職能 紫金礦業集團股份有限公司（「本公司」）董事會（「董事會」）成員（「董事」）載列如下： 執行董事 鄒來昌 （董事長） 林泓富 （副董事長、總裁） 謝雄輝 吳健輝 沈紹陽 鄭友誠 吳紅輝 非執行董事 李建 獨立非執行董事 吳小敏 （首席獨立董事） 薄少川 林寿康 曲曉輝 洪波 王安建 1 | | 戰略與可持續發展 | 執行與投資委員會 | 審計與監督委員會 | 提名與薪酬委員會 | | --- | --- | --- | --- | --- | | | （ESG）委員會 | | | | | 鄒來昌 | C | C | | M | | 林泓富 | D | D | | | | 謝雄輝 | M | M | | | | 吳健輝 | M | M | | | | 沈紹陽 | M | M | | | | 鄭友誠 | M | M | J | | | 吳紅輝 | M | M | | | | 李建 | M | | | M | | 吳小敏 | | | M | C | | 薄少川 | M | | M | M | | 林寿康 | M | | M | D | | 曲曉輝 | | | C | | | 洪波 | | | ...

Core Viewpoint - Zijin Mining is expected to achieve a net profit attributable to shareholders of approximately RMB 510 billion to 520 billion in 2025, marking a year-on-year increase of about 60% compared to RMB 320.51 billion in 2024, setting a historical record for the company [3][4]. Group 1: Financial Performance - The projected net profit for 2025 represents an increase of approximately RMB 189 billion to 199 billion, with a growth rate of about 59% to 62% year-on-year [3]. - The company's net profit per day in 2025 is estimated to be nearly RMB 1.4 million [3]. - The expected net profit excluding non-recurring items is projected to be around RMB 475 billion to 485 billion, reflecting a year-on-year increase of approximately RMB 158 billion to 168 billion, or a growth rate of 50% to 53% [3]. Group 2: Production Growth - The significant increase in net profit is attributed to a rise in the production of key mineral products, with gold production expected to reach approximately 90 tons in 2025, up from 73 tons in 2024 [3][4]. - The production of copper and other major products also saw growth during the reporting period [3]. - The equivalent lithium carbonate production is projected to be about 25,000 tons in 2025, a substantial increase from 261 tons in 2024 [4]. Group 3: Future Outlook - For 2026, Zijin Mining has set production targets of 105 tons of gold, 1.2 million tons of copper, 120,000 tons of equivalent lithium carbonate, and 520 tons of silver, although these figures are subject to change based on market conditions [5]. - Research institutions remain optimistic about the gold market in 2026, with expectations of continued price increases driven by factors such as declining real interest rates and central bank purchasing behavior [6][7].

2025年，福建省A股上市公司市值增量为20048亿元，较年初市值增长54.10%。 其中，紫金矿业、宁德时代、华电新能为市值增长的核心驱动，其年内贡献的市值增量分别为5147亿 元、5047亿元、2624亿元，占全省市值增量的25.67%、25.18%、13.09%。而TOP5的其余两家企业，即 兴业银行、航天发展，市值增量均未超过500亿元，全省市值增长贡献率未超过3%。 福建省市值缩量最为严重的企业为片仔癀、永辉超市、星宸科技、建发股份、亿联网络，但其市值降幅 均未超过300亿元。 新浪合作大平台期货开户 安全快捷有保障 2025年，福建省A股上市公司市值增量为20048亿元，较年初市值增长54.10%。 其中，紫金矿业、宁德时代、华电新能为市值增长的核心驱动，其年内贡献的市值增量分别为5147亿 元、5047亿元、2624亿元，占全省市值增量的25.67%、25.18%、13.09%。而TOP5的其余两家企业，即 兴业银行、航天发展，市值增量均未超过500亿元，全省市值增长贡献率未超过3%。 福建省市值缩量最为严重的企业为片仔癀、永辉超市、星宸科技、建发股份、亿联网络，但其市值降幅 均未超过300亿元 ...

Core Viewpoint - The article highlights a significant inflow of funds into the non-ferrous metal sector, particularly through the Huabao ETF, indicating strong market expectations for future performance in this industry [1]. Group 1: Fund Inflows and Market Sentiment - As of the report, the Huabao non-ferrous ETF (159876) has seen a net subscription of 3.6 million units, with an additional 85.71 million yuan attracted over the previous five days, reflecting positive investor sentiment towards the non-ferrous metal sector [1]. - The overall performance of the non-ferrous metal sector is leading among 31 first-level sub-industries in the A-share market, driven by macroeconomic policies and structural supply-demand changes [3]. Group 2: Company Performance and Projections - Zijin Mining announced an expected net profit of 51 to 52 billion yuan for 2025, representing a year-on-year increase of 59% to 62%, with a non-recurring net profit forecast of 47.5 to 48.5 billion yuan, up 50% to 53% [2][3]. - The growth in Zijin Mining's performance is attributed to increased production and rising prices of core mineral products, including approximately 90 tons of gold, 1.09 million tons of copper, and 437 tons of silver for 2025 [3]. Group 3: Market Dynamics and Investment Strategy - Analysts from Dongfang Securities and Guoxin Futures suggest that the upward trend in copper prices is driven by supply shortages and increasing demand, particularly in the context of global monetary easing and the rise of new demands in AI and renewable energy sectors [3]. - The article recommends a diversified investment approach through the Huabao ETF, which covers a wide range of non-ferrous metals, thereby mitigating risks associated with investing in single metal sectors [4].

今日（12月31日）揽尽有色金属行业龙头的有色ETF华宝（159876）场内价格盘中涨超2.5%，现涨 0.81%，继续刷新上市以来的高点！ 成份股方面，江西铜业领涨超9%，宝钛股份涨逾7%，云南锗业、国城矿业涨超5%。权重股方面，紫 金矿业涨超3%，洛阳钼业涨逾2%，中国铝业涨钞1%。 | 序号 | 名称 | 涨跌幅 ▼ | 两日图 | 申万一级行业 | 申万二级行业 | 申万三级行业 | 总市值 | 成交额 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 江西铜业 | 9.43% | | 有色金属 | 工业金属 | 铜 | 1679亿 | 61.78亿 | | 2 | 宝林服务 | 7.57% | ------ | 有色全顾 | 小含厨 | 其他小全属 | 191亿 | 11.95亿 | | 3 | 云南接业 | | 5.42% mmm | 有色金属 | 小会属 | 其他小金属 | 207亿 | 12.86亿 | | ব | 国城市,亚 | 5.40% | Caroline of Children College of the ...

Group 1 - The core viewpoint of the news is the performance of the non-ferrous metal ETF and the expected profit growth of Zijin Mining in 2025, indicating a positive outlook for the sector [1][2] - As of December 31, 2025, the non-ferrous metal ETF (512400) rose by 0.31% with a turnover of 3.77%, totaling 784 million yuan [1] - The index tracking the non-ferrous metal sector, the Zhongzheng Shenwan Non-Ferrous Metal Index, includes key stocks such as Zijin Mining, Jiangxi Copper, and Yunnan Copper, which have shown significant price increases [1][2] Group 2 - Zijin Mining announced an expected net profit of approximately 51 to 52 billion yuan for 2025, representing an increase of about 59% to 62% compared to the previous year [1] - The expected net profit excluding non-recurring gains is projected to be around 47.5 to 48.5 billion yuan, reflecting a year-on-year increase of approximately 50% to 53% [1] - The sales prices of gold, copper, and silver are expected to rise year-on-year during the reporting period, contributing to the profit growth [1]

Core Viewpoint - Zijin Mining (601899.SH, 02899.HK) expects a significant increase in annual net profit for 2025, projecting a range of 51 billion to 52 billion yuan, representing a year-on-year growth of 59% to 62% [1] Financial Performance - The company anticipates a non-recurring net profit between 47.5 billion and 48.5 billion yuan, reflecting a year-on-year increase of 50% to 53% [1] - In the previous year, Zijin Mining reported a net profit of 32.051 billion yuan and a non-recurring net profit of 31.693 billion yuan [1] Production and Sales - The growth in performance is attributed to the increase in both volume and price of core mineral products [1] - In 2025, the production volumes for key minerals are expected to be approximately 90 tons of gold, 1.09 million tons of copper (including Kamoa's equity production), 437 tons of silver, and 25,000 tons of lithium carbonate equivalent (including production from Zangge Mining from December) [1] - Sales prices for gold, copper, and silver are projected to rise year-on-year in 2025 [1] Future Production Targets - Zijin Mining has set production targets for 2026, aiming for 105 tons of gold, 120 million tons of copper, 520 tons of silver, and 120,000 tons of lithium carbonate equivalent [1]

智通财经获悉，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。 本文源自：智通财经网 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。 ...

智通财经APP获悉，摩根士丹利发布研报称，紫金矿业(02899)2025年业绩预告大致符合预期。公司2025 年初步净利润为510亿至520亿元人民币，同比增长59-62%，相比之下，大摩预期为524亿元人民币。 2025年第四季隐含利润为132亿至142亿元人民币，低于第三季的146亿元人民币，主要因年终销售管理 费用上升。该行维持紫金"增持"评级，目标价46.1港元。 另外，紫金矿业2025年矿产金90吨(2024年73吨)，矿产铜109万公吨(2024年产量107万吨)，矿产银437吨 (2024年436吨)，碳酸锂2.5万吨(2024年2.61万吨)。至于2026年产能目标，分别是矿产金105吨、矿产铜 120万吨、矿产银520吨; 碳酸锂12万吨。 ...