矿产资源业务
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中国中铁:2025年上半年公司矿产资源业务生产运营稳健
Zheng Quan Ri Bao Wang· 2026-01-27 12:44
证券日报网讯1月27日,中国中铁(601390)在互动平台回答投资者提问时表示,公司生产和销售的主 要矿产品不仅包括铜产品,还包括钴、钼、铅、锌等品种。根据公司2025年半年度报告披露,2025年上 半年,公司矿产资源业务生产运营稳健,其中生产阴极铜148789吨,钴金属2830吨,钼金属7103吨,铅 金属5069吨,锌金属12774吨,银金属19吨。具体储量信息请参考公司2025年半年度报告"第三节管理层 讨论与分析报告期内公司所属行业及主营业务情况说明(六)资源利用"。 ...
中国中铁(601390):收入、利润承压,境外业务逆势增长
Shenwan Hongyuan Securities· 2025-09-02 09:47
Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company's revenue and profit are under pressure, but overseas business is experiencing growth [1] - The company has adjusted its profit forecasts for 2025-2027 due to the impact of local government debt and a slowdown in industry investment [6] - The company's mineral resources business is expected to drive a return to valuation recovery [6] Financial Data and Profit Forecast - Total revenue for 2025 is estimated at 1,156,734 million, with a year-on-year decline of 0.3% [5] - Net profit attributable to the parent company for 2025 is projected to be 25,157 million, down 9.8% year-on-year [5] - The company's gross margin for 2025 is expected to be 9.6% [5] - The company reported a net cash flow from operating activities of -796.3 million for the first half of 2025, an increase in cash outflow by 103 million year-on-year [6] - The company’s infrastructure construction revenue for the first half of 2025 was 436.2 billion, down 7.78% year-on-year [6] - The company’s overseas revenue for the first half of 2025 was 36.97 billion, up 8.34% year-on-year [6]