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云南铜业拟购凉山矿业40%股份 A股公司掀起矿产资源并购热潮
Group 1: Mergers and Acquisitions in the Mining Sector - A surge in mergers and acquisitions in the mining sector has been observed in the A-share market, with companies like Anning Co. and Yunnan Copper planning significant investments [1][5] - Yunnan Copper is set to acquire a 40% stake in Liangshan Mining from its major shareholder, Yunnan Copper Group, with an expected transaction announcement within 10 trading days [2][4] - Anning Co. plans to invest over 6.5 billion yuan to acquire 100% of Jingzhi Mining, which is undergoing a restructuring process [5][6] Group 2: Financial Performance and Projections - Yunnan Copper is projected to achieve a revenue of 178 billion yuan in 2024, marking a 21.11% year-on-year increase, with a net profit of 12.65 billion yuan [3] - Liangshan Mining is expected to generate a revenue of 9.562 billion yuan and a net profit of 324 million yuan in 2024 [2] Group 3: Strategic Importance of Resource Acquisition - The current wave of mergers reflects a strategic focus on resource security and the consolidation of industry positions by leading companies with financial and technical advantages [1] - Companies like Zhong Aluminum Group and Shengda Resources are actively pursuing resource acquisition projects to enhance their mineral reserves and profitability [9]
年赚320亿元却称市值被低估!紫金矿业豪掷百亿元分红能否唤醒资本?
Hua Xia Shi Bao· 2025-03-27 08:06
紫金矿业2024年A股和H股股价走势。图源:紫金矿业2024年年报 本报记者 梁宝欣 深圳报道 有色金属行业龙头紫金矿业(02899.HK/601899.SH)交出了2024年的业绩单,营收突破3000亿元,归母净利润大 增超五成至320.5亿元。 紫金矿业将这一成绩归因于主产品量价齐升及显著的成本控制成效。铜和金是紫金矿业的主要矿产品。产量上, 2024年紫金矿业矿产铜107万吨,同比增长6%;矿产金73吨,同比增长8%。价格方面,2024年LME铜价均价同比 涨7.9%,伦敦金价均价同比涨23%。成本上,2024年紫金矿业铜精矿、金精矿销售成本环比分别下降4.3%和 0.43%。 值得一提的是,记者观察到,去年紫金矿业资源储量实现大幅增长,其中相当一部分增量来自收购海外矿产。而 在3月24日举行的2024年业绩说明会上,紫金矿业董事长陈景河在回答《华夏时报》记者提问时表示,公司是全球 化发展的坚定践行者,坚持巩固全球项目优势,适时适度加大中亚等中国周边地区投资布局,扩大中国境内重点 区域资源勘查及投资开发力度。 此外,陈景河还在业绩会上直接承认,紫金矿业目前的市值管理做得"不算很好"。"我们成长性非常好, ...