证券之星消息，根据天眼查APP数据整理，近日，福建紫金矿业贸易有限公司成立，法定代表人为黄孝 隆，注册资本100000万元，经营范围包含：一般项目：金属矿石销售；非金属矿及制品销售；新型金属 功能材料销售；普通货物仓储服务(不含危险化学品等需许可审批的项目)；电池销售；货物进出口；进 出口代理；采购代理服务；销售代理；信息咨询服务(不含许可类信息咨询服务)；国内货物运输代理； 国际货物运输代理；金属制品销售；有色金属合金销售；金银制品销售；高性能有色金属及合金材料销 售。(除依法须经批准的项目外，凭营业执照依法自主开展经营活动)许可项目：道路货物运输(不含危险 货物)；道路危险货物运输；黄金及其制品进出口。(依法须经批准的项目，经相关部门批准后方可开展 经营活动，具体经营项目以相关部门批准文件或许可证件为准)。天眼查APP股权穿透显示，该公司由 紫金矿业全资持股。 数据来源：天眼查APP ...

Investment Rating - The investment rating for the company is "Buy" [1][4] Core Views - The report expresses optimism about the company's value enhancement based on three main factors: strong growth potential, favorable copper and gold prices, and the potential revaluation of gold assets [1][3] - The company has a clear plan for copper and gold production growth, with a projected CAGR of 8-10% from 2024 to 2028 [1] - The report highlights the company's strong performance in Q2, with a net profit of 13 billion RMB, a 28% increase quarter-on-quarter, and a significant rise in gold production and prices [1][4] Summary by Sections Company Performance - The company achieved a net profit of 13 billion RMB in Q2, with a quarter-on-quarter growth of 28% and a non-recurring net profit of 11.6 billion RMB, up 18% [1] - The average gold price increased by 15% to 770 RMB per gram, and gold production rose by 15% to 21.9 tons [1] Market Outlook - The report maintains a positive outlook on copper prices, expecting them to rise above 10,000 USD per ton in the long term due to supply constraints and strong demand [2] - Gold prices are anticipated to remain in the range of 3,100 to 3,500 USD per ounce, driven by inflation expectations and changes in global asset allocation [2] Valuation and Estimates - The report projects net profits for 2025, 2026, and 2027 to be 44.8 billion RMB, 51.8 billion RMB, and 58.8 billion RMB respectively, with growth rates of 39.67%, 15.70%, and 13.46% [4][7] - The target price is set at 25.92 RMB for A-shares and 27.91 HKD for H-shares, reflecting an increase of 15.25% and 28.44% respectively from previous estimates [4]

金融界消息 截至2025年7月30日收盘，紫金矿业（601899）报收于19.82元，上涨1.17%，换手率 0.75%，成交量154.36万手，成交金额30.64亿元。 资金流向方面，今日主力资金净流入4264.71万元，占比成交额1.39%。其中，超大单净流入5751.85万 元、占成交额1.88%，大单净流出1487.15万元、占成交额0.49%，中单净流出流入4346.98万元、占成交 额1.42%，小单净流出8611.69万元、占成交额2.81%。 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76家企业，参与招投标项目791次， 知识产权方面有商标信息491条，专利信息765条，此外企业还拥有行政许可314个。 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 ...

Group 1 - As of July 29, 2025, Zijin Mining's stock price is 19.59 yuan, down 1.06% from the previous trading day [1] - The trading volume on that day reached 2.54 billion yuan, with a turnover rate of 0.63% [1] - Zijin Mining is a large multinational mining group focused on the exploration and development of metal mineral resources such as gold and copper, covering the entire industry chain from geological exploration to mining and smelting [1] Group 2 - Zijin Mining has been included in the list of the top 50 companies globally with the highest return on net assets according to the latest 2025 Fortune Global 500 data, ranking fourth among Chinese companies [1] - On that day, the net outflow of main funds was 88.02 million yuan, accounting for 0.02% of the circulating market value [1]

Core Viewpoint - Bank of America Securities has raised the target price for Zijin Mining to HKD 26 and reiterated a buy rating, despite a forecasted increase in copper and gold costs for the year [1] Group 1: Company Performance - Zijin Mining's management predicts copper production for the year will be between 10,700 to 10,800 tons, consistent with last year's levels [1] - The company remains optimistic about the long-term potential of the Kamoa-Kakula project [1] Group 2: Market Conditions - Following President Trump's announcement of a 50% tariff on imported copper, copper prices initially fell but have since continued to rise [1] - The average copper price year-to-date is USD 9,469 per ton, reflecting a 4% year-on-year increase [1] - The forecasted copper price for this year is USD 9,557 per ton, also a 4% year-on-year increase, with an expected price of USD 9,634 per ton in the second half, a 2% increase from the first half [1] Group 3: Financial Projections - Bank of America Securities has adjusted Zijin Mining's net profit forecast down by 2% for this year, but has increased the forecasts for 2026 and 2027 by 1% and 5%, respectively [1] - The target price for Zijin Mining has been raised from HKD 23 to HKD 26 [1]

Summary of Key Points Core Viewpoint - The announcement details a share reduction plan by Shen Shaoyang, the Vice President of Zijin Mining Group Co., Ltd., to raise funds for the company's 2025 employee stock ownership plan. Group 1: Shareholding Information - As of the announcement date, Shen Shaoyang holds 1,001,000 shares, representing 0.004% of the company's total shares [1] - The shares held include 750,000 shares obtained through equity incentives and 251,000 shares acquired during a public offering in 2019 [1] Group 2: Reduction Plan Details - Shen Shaoyang plans to reduce his holdings by up to 250,250 shares, which is a maximum of 25% of his total holdings [1] - The reduction will occur through centralized bidding within a three-month period starting 15 trading days after the announcement, specifically from August 28, 2025, to November 27, 2025 [1] - The selling price will be determined based on market conditions at the time of the sale [1] Group 3: Purpose and Conditions - The purpose of the share reduction is to gather funds for the 2025 employee stock ownership plan [1] - The number of shares to be reduced may be adjusted in case of corporate actions such as stock splits or capital increases [1]

Performance Disclosure - Tongzhou Electronics reported a revenue of 540 million yuan for the first half of 2025, an increase of 606.52% year-on-year, with a net profit attributable to shareholders of 203 million yuan, up 662.77% year-on-year, and a net profit of 208 million yuan after deducting non-recurring items, an increase of 588.4% year-on-year [1] - Zhejiang Dingli achieved a revenue of 4.336 billion yuan in the first half of 2025, a year-on-year growth of 12.35%, with a net profit attributable to shareholders of 1.051 billion yuan, up 27.49% year-on-year [2] - Rebecca reported a revenue of 598 million yuan for the first half of 2025, a year-on-year increase of 4.2%, with a net profit attributable to shareholders of 9.3759 million yuan, up 15.31% year-on-year, and basic earnings per share of 0.01 yuan [3] Shareholding Changes - Huashu High-Tech announced that its major shareholder, Guotou Technology Achievement Transformation Venture Capital Fund, reduced its shareholding from 7.00% to 5.93%, with a total of approximately 4.4437 million shares sold between July 1 and July 25, 2025 [4] - Zijin Mining's vice president plans to reduce his holdings by no more than 250,300 shares to raise funds for the company's 2025 employee stock ownership plan, with the reduction to occur within three months after the announcement date [5] - New Media Co. announced that its shareholder, Hengqin Hongtu Rongyao Venture Capital Partnership, plans to reduce its holdings by no more than 6.8434 million shares, representing up to 2.99% of the company's total share capital, through centralized bidding or block trading from August 18 to November 17, 2025 [6] Risk Matters - *ST Suwu announced that its stock may face mandatory delisting due to suspected violations of information disclosure, as the China Securities Regulatory Commission has initiated an investigation, identifying false records in its financial reports from 2020 to 2023 [7] - Beihua Co. confirmed that it has no undisclosed significant matters, despite its stock experiencing a cumulative price drop of over 20% in three consecutive trading days, indicating normal operational conditions [8] - Nanmin Group also stated that it has no undisclosed significant matters, following a similar price drop scenario, confirming that its operational conditions remain stable [9][10]

证券代码：601899 证券简称：紫金矿业 公告编号：临 2025-063 | 股东名称 | 沈绍阳 | | | | --- | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | □是 | √否 | | | 直接持股 5%以上股东 | □是 | √否 | | | 董事、监事和高级管理人员 | √是 | □否 | | | 其他：/ | | | | 持股数量 | 1,001,000股 | | | | 持股比例 | 0.004% | | | | 当前持股股份来源 | 股权激励取得：750,000股 其他方式取得：251,000股 | | | 紫金矿业集团股份有限公司 高级管理人员减持股份计划公告 本公司董事会、全体董事及相关股东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。 重要内容提示： 董监高持股的基本情况：截至本公告披露日，紫金矿业集团股份有限公司 （以下简称"公司"）副总裁沈绍阳先生持有公司股份 1,001,000 股，占公司总股 份的 0.004%。 减持计划的主要内容：因筹集公司 2025 年员工持股计划 ...

Group 1 - The core point of the article is that Zijin Mining's Vice President Shen Shaoyang plans to reduce his holdings by no more than 250,300 shares to raise funds for the company's 2025 employee stock ownership plan [1] - The reduction will occur within three months after the announcement, starting 15 trading days from the disclosure date [1] - The reduction will be executed through centralized bidding, with the selling price determined by the market price at the time of the reduction [1]

Core Points - The A-share market showed mixed results with the China Securities Index's Belt and Road Theme Investment Index (CSSW) declining by 0.27% to 1391.11 points, with a trading volume of 93.737 billion yuan [1] - Over the past month, the CSSW index has increased by 8.62%, 8.51% over the last three months, and 1.99% year-to-date [1] - The index comprises 100 listed companies that are profitable, have strong growth, and are involved in the Belt and Road Initiative or trade with related countries, reflecting the performance of representative companies benefiting from this theme [1] Index Holdings - The top ten weighted stocks in the CSSW index include: WuXi AppTec (5.47%), CATL (5.44%), Zijin Mining (5.32%), Gree Electric (5.0%), Midea Group (4.76%), Wuliangye (4.66%), Kweichow Moutai (4.62%), Luxshare Precision (4.02%), Mindray Medical (3.58%), and Newray (3.32%) [1] - The market share of the index holdings is 53.42% from the Shenzhen Stock Exchange and 46.58% from the Shanghai Stock Exchange [1] Industry Breakdown - The industry composition of the index holdings is as follows: Industrial (21.80%), Consumer Discretionary (18.53%), Healthcare (16.92%), Consumer Staples (13.99%), Materials (8.38%), Energy (8.08%), Information Technology (6.65%), Communication Services (4.69%), and Utilities (0.96%) [2] - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2]