紫金矿业预计去年净利润同比增长超50%

Core Viewpoint - Zijin Mining Group Co., Ltd. expects a significant increase in net profit for 2024, projecting approximately 32 billion yuan, which represents a year-on-year increase of about 51.5% compared to 2023 [1] Group 1: Performance Forecast - The main reasons for the profit increase include rising prices and production volumes of metal products, effective cost control, and enhanced operational capabilities [1] - The company anticipates a total net profit increase of approximately 10.881 billion yuan compared to the previous year [1] Group 2: Production Capacity and Resource Expansion - In 2024, Zijin Mining's production of major minerals is expected to rise, with copper production reaching 1.07 million tons, gold at 73 tons, zinc (lead) at 450,000 tons, and silver at 436 tons, compared to 2023 figures of 1.01 million tons, 68 tons, 470,000 tons, and 412 tons respectively [2] - The company is actively seizing market opportunities to enhance production capacity, with new projects like the Savaiyalton gold mine and expansions at existing sites contributing to increased gold output [2] - Zijin Mining's resource reserves have significantly increased through self-exploration and acquisitions, including a new copper resource of 14.726 million tons at the Julong Copper Mine [2] Group 3: Strategic Acquisitions - The company has made strategic acquisitions, including the purchase of the Akyem gold mine in Ghana and the La Arena copper mine in Peru, which will enhance its gold production capabilities [3] - The acquisition of a controlling stake in Zangge Mining will significantly boost Zijin Mining's copper and lithium resource reserves, with a total investment of 13.729 billion yuan for a 24.82% stake [5][6] Group 4: Future Production Plans - For 2025, Zijin Mining plans to produce 1.15 million tons of copper, 85 tons of gold, 440,000 tons of zinc (lead), 40,000 tons of lithium carbonate equivalent, 450 tons of silver, and 10,000 tons of molybdenum [4] - The company has slightly adjusted its production targets for copper and lithium due to challenges in lithium extraction technology and market price fluctuations [5]