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湖南黄金:7月15日接受机构调研,南方基金参与
Sou Hu Cai Jing· 2025-07-16 01:10
答:二季度由于下游需求下滑,对公司当季锑品销量有一定影响,公司绝大部分锑产品销售给中间商和贸易商,目前由于锑品出口减少和国内下 游需求下滑,贸易商和客户大多数处于观望,未来有望随着出口暖,国内需求改善,公司将及时对销售策略进行调整,加大对锑品销售力度。 问:公司黄金产能扩张有哪些规划? 答:预计未来给公司带来黄金增量的主要有以下项目一是甘肃加鑫以地南铜金矿采选工程项目,该项目于 2025 年 6 月 26日正式启动,整体项目 建设期为 2 年,建设规模为采矿 50 万吨/年。二是万古矿区资源整合项目,目前正积极与控股股东和平江县政府进行沟通,力争早日完成资产收 购工作。 证券之星消息,2025年7月15日湖南黄金(002155)发布公告称公司于2025年7月15日接受机构调研,南方基金蒋秋洁 雷嘉源 万朝辉 钟贇 朱伟豪 谢巍 秦乾一 严必行 唐沈洋 王天瑜 陈卓参与。 具体内容如下: 问:二季度锑品销量是否受影响,下半年销售如何展望? 问:未来公司分红怎么规划? 答:公司高度重视投资者报,基于公司所处行业特点,在保证公司正常经营和长远发展的前提下,加大分红比例,与投资者共享发展成果。 问:湖南省国资委对公司 ...
湖南黄金(002155) - 2025年7月15日投资者关系活动记录表
2025-07-15 10:46
Group 1: Sales and Market Outlook - In Q2, the company's antimony product sales were impacted by a decline in downstream demand, with most sales directed to intermediaries and traders [2] - Antimony exports decreased, and domestic demand also fell, leading traders and customers to adopt a wait-and-see approach [2] - Future sales strategies will be adjusted to increase antimony sales as exports recover and domestic demand improves [2] Group 2: Expansion Plans - The company plans to expand gold production capacity through several key projects, including the Gansu Jiaxin South Copper Gold Mine project, which commenced on June 26, 2025, with a mining capacity of 500,000 tons per year [3] - The company is actively communicating with the controlling shareholder and the local government regarding the resource integration project in the Wangu mining area to expedite asset acquisition [3] Group 3: Dividend Policy - The company emphasizes investor returns and plans to increase the dividend payout ratio while ensuring normal operations and long-term development [3] Group 4: Cost Changes - The company has experienced a certain degree of cost increase in recent years due to several factors, including deeper underground mining operations leading to higher system construction and safety costs [3] - The decline in ore grade at some mines has resulted in increased unit costs for products [3] - Labor costs have also risen significantly [3] Group 5: Regulatory Oversight - The Hunan Provincial State-owned Assets Supervision and Administration Commission does not directly assess the company [3]