营收净利同步攀升 经营稳健效率上扬 | 投研报告
Zhong Guo Neng Yuan Wang·2025-05-09 01:37

Core Insights - The non-ferrous metal sector is experiencing significant growth in revenue and net profit for both 2024 and Q1 2025, indicating a robust performance in the industry [1][2]. 2024 Performance Summary - The total revenue for the non-ferrous metal sector reached 34,513.33 billion, marking a year-on-year increase of 5.78% - The net profit attributable to shareholders was 1,377.77 billion, reflecting a growth of 1.74% - The total asset return rate was 5.01%, while the net asset return rate stood at 3.04% - The overall stock price increase for the sector was 10.89%, ranking it 20th among sectors, with varied performance across sub-sectors [2]. Q1 2025 Performance Summary - In Q1 2025, the non-ferrous metal sector's total revenue was 8,409.19 billion, showing a year-on-year growth of 7.91% - The net profit attributable to shareholders surged to 440.86 billion, a significant increase of 68.20% - The total asset return rate improved to 5.39%, and the net asset return rate rose to 5.46% - The overall stock price increase for the sector was 13.14%, placing it 3rd among sectors, with all sub-sectors experiencing price increases [1][2]. Market Outlook - The company maintains a positive outlook on investment opportunities in precious metals, despite recent fluctuations in gold prices due to improved U.S. economic indicators and geopolitical uncertainties - Caution is advised regarding energy metals, as demand may be negatively impacted by tariffs, regional protectionism, and a slowdown in electric vehicle penetration, although there is potential for price increases due to supply disruptions [3].