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14.56亿!百亿上市公司再买矿
起点锂电· 2025-09-24 09:37
倒计时43天 CINE2025固态电池展暨固态电池行业年会 主办单位: 起点固态电池、起点锂电、SSBA固态电池联盟 协办单位及固态年会总冠名: 茹天科技 活动时间: 2025年11月6-8日 活动地点: 广州南沙国际会展中心(2楼船厅及广州厅) 活动规模: 展商规模200+、参会企业2000+、专业观众20000+ 同期活动: 2025起点固态电池金鼎奖颁奖典礼、SSBA固态电池产业联盟理事会 第一批展商及赞助商: 金钠科技/茹天科技/海四达/融捷能源/易事特钠电/泰和科技/隐功科技/科迈罗/国科炭美/晟钠新能/中钠能源/乔岳智能/津工能源/科达新能/时 代思康/富钠能源/极电特能/华普森/瑞扬新能源/亮见钠电/叁星飞荣/珠海纳甘新能源/皓升新能源/扬广科技/银川苏银产业园/兆钠新能源/精诚时代/儒特股份/希倍动 力/先导干燥/瓦时动力/博粤新材/苏州翼动新能/亿隆能源/钠创新能源等 在碳酸锂价格承压,上市企业普遍面临亏损下,提升资源自给率是度过 "熊周期"的筹码。 9 月 22 日晚间, 百亿锂盐上市公司 盛新锂能公告称,拟通过全资子 公司 盛屯锂业以现金 14.56 亿元收购四川启成矿业 21% 股权。 ...
云南铜业20250826
2025-08-26 15:02
云南铜业 20250826 摘要 云南铜业 2025 年上半年阴极铜产量同比大幅增长 53.22%至 77.94 万 吨,黄金产量同比激增 98.86%至 12.19 吨,白银产量同比上升 98.70%至 276.63 吨,硫酸产量同比增长 20.63%至 28.29 万吨,主 要得益于产供销储运协同机制的完善。 公司上半年营业收入达 889.13 亿元,同比增长 4.27%;利润总额 18.95 亿元,同比增长 2.94%;归母净利润 13.17 亿元,同比增长 24.32%,基本每股收益 0.6,573 元,同比增长 24.32%。净资产收益 率 8.68%,同比上升 1.31 个百分点。 云南铜业通过出售西南铜业部分闲置资产、对外投资设立控股子公司凉 山铜业、发行股份购买凉山矿业股份等举措,优化产业布局,增强整体 竞争力,并已获得深交所受理。 上半年归母净利润增长主要受益于硫酸产销量及价格上涨、资产处置收 益、金属价格上涨及主产品产销量增加,同时通过极致经营降本增效, 抵消了冶炼加工费下降、存货跌价准备增加等减利因素。 Q&A 云南铜业公司 2025 年上半年的主要工作开展情况和经营成果如何? 2025 ...
中矿资源(002738):铯铷业务增长显著 多金属布局有望贡献利润弹性
Xin Lang Cai Jing· 2025-05-06 06:45
Performance Overview - In 2024, the company achieved operating revenue of 5.364 billion yuan, a decrease of 10.80%, and a net profit attributable to shareholders of 757 million yuan, down 65.72% [1] - The company plans to distribute a cash dividend of 5.00 yuan for every 10 shares, with a dividend yield of 1.73% as of April 24, 2025 [1] - In Q1 2025, the company reported operating revenue of 1.536 billion yuan, an increase of 36.37% year-on-year but a decrease of 14.38% quarter-on-quarter, with a net profit of 135 million yuan, down 47.38% year-on-year and 36.19% quarter-on-quarter [1] Impact of Lithium Price Decline - The overall revenue decline in 2024 was primarily due to the drop in lithium prices, with the lithium battery raw material development and utilization business generating revenue of 3.129 billion yuan, down 26.25% [2] - The average spot price of lithium carbonate fell by 65.0% year-on-year to 90,510 yuan/ton, with a further decline of approximately 22.6% from the beginning of the year [2] - The company achieved lithium salt sales of 42,649 tons, an increase of 145.01%, with self-owned mines contributing 39,477 tons, up 164% [2] Profitability Trends - In 2024, the company's gross margin and net margin were 32.75% and 14.05%, respectively, with significant declines of 22.06 percentage points and 22.57 percentage points [2] - The gross margin for the lithium battery raw material business dropped by 39.15 percentage points to 18.62%, primarily due to falling lithium prices [2] - The rare light metals resource development business saw a gross margin increase of 13.91 percentage points to 78.29%, attributed to higher product prices [2] Resource Integration and Development - The company has a total of 418,000 tons/year of mining capacity and 66,000 tons/year of battery-grade lithium salt capacity [3] - Plans include completing the construction of a 1 million tons/year lithium mine in Canada by 2025 and a 30,000 tons/year integrated mining and processing facility in Africa by 2026 [3] - The company acquired a 65% stake in the Kitumba copper mine in Zambia, with a design scale of 3.5 million tons/year, and plans to start construction of the smelting project in May 2025 [3] Investment Outlook - As a leading lithium and rare salt producer, the company aims to enhance resource self-sufficiency and reduce production costs through acquisitions and mining [4] - The company is expected to achieve operating revenues of 5.65 billion, 7.24 billion, and 10.84 billion yuan from 2025 to 2027, with year-on-year growth rates of 5.3%, 28.2%, and 49.8% respectively [4] - Projected net profits for the same period are 930 million, 1.25 billion, and 1.95 billion yuan, with growth rates of 23.1%, 34.5%, and 55.7% respectively [4]