Hunan Gold(SZ:002155) Chang Jiang Shang Bao·2026-01-27 02:33Core Viewpoint - Hunan Gold (002155.SZ) is set to acquire 100% equity of Hunan Golden Tianyue Mining Co., Ltd. and Hunan Zhongnan Gold Smelting Co., Ltd. through a share issuance, which is part of a resource integration led by Hunan state-owned assets [2][3][4] Group 1: Acquisition Details - The acquisition aims to eliminate competition between Hunan Gold and its controlling shareholder, Hunan Gold Group, while reducing related party transactions [2][5] - The transaction will enhance Hunan Gold's control over quality assets and the industry chain, thereby increasing profitability [2][6] - The financial projections for 2025 indicate that Golden Tianyue and Zhongnan Smelting will achieve revenues of 221 million yuan and 2.796 billion yuan, respectively, with net profits of approximately 64.55 million yuan and 124 million yuan [2][6] Group 2: Financial Performance - Hunan Gold forecasts a net profit of 1.27 billion to 1.608 billion yuan for 2025, representing a year-on-year growth of 50% to 90% [7][8] - The company reported a revenue of 41.194 billion yuan for the first three quarters of 2025, a 96.26% increase year-on-year, with net profits growing by 54.28% [9] - This marks the first time since its listing in 2004 that Hunan Gold's annual net profit is expected to exceed 1 billion yuan [8]