Hainan Mining(SH:601969) Zhong Guo Zheng Quan Bao - Zhong Zheng Wang·2025-09-03 22:59Core Viewpoint - The company held a half-year performance briefing on September 3, 2025, to discuss its financial results and future strategies with investors [1][2]. Group 1: Performance Overview - The company’s Vice President and CFO, Zhu Tong, provided insights into the main performance indicators for the first half of 2025, including commodity price trends and financial data analysis [2]. - The company’s Vice Chairman and President, Teng Lei, highlighted the operational performance in iron ore, oil and gas, and new energy sectors, outlining initiatives in investment, organizational structure, talent development, and digital transformation [2]. Group 2: Dividend and Shareholder Value - The company confirmed that it will implement a mid-term dividend policy, proposing a cash dividend of 0.30 RMB per 10 shares, totaling approximately 59.69 million RMB [3]. - The company reviewed its market value performance and initiatives aimed at enhancing shareholder value during the first half of the year [2]. Group 3: Investment and Acquisition Strategy - The company will continue its dual strategy of "industrial operation + industrial investment," focusing on strategic resource acquisitions, particularly in metal mining and oil and gas sectors [4]. - The company is actively pursuing acquisition opportunities in resource sectors at the bottom of the cycle, with ongoing projects including the Mozambique zircon-titanium project and the recently completed Fengrui Fluorine project [4]. Group 4: International Operations - The company reported that overseas revenue and profit have increased, with the Lock Oil project generating 1.383 billion RMB in revenue, accounting for 57.27% of total revenue, and a net profit of 151 million RMB, representing 55.15% of total net profit [6]. - The company’s oil and gas equity production reached 6.0429 million barrels of oil equivalent, a year-on-year increase of 51.35%, while net equity production was 4.2942 million barrels, up 42.15% [7]. Group 5: Strategic Opportunities - The company plans to leverage the historical opportunity presented by the Hainan Free Trade Port, utilizing tax incentives and cross-border financial innovations to enhance its operational efficiency and investment opportunities [6]. - The company is closely monitoring the implementation of policies related to the Free Trade Port, aiming to capitalize on favorable conditions for cost reduction and efficiency improvement [6].