【浙商金属】紫金矿业：2035年建成"绿色高技术超一流国际矿业集团" 根据公司2月9日公告，公司制定2026-2028年规划及2035年远景目标： 到2028年，公司的资源储量、主要矿产品产量、销售收入、资产规模、利润等综合指标排名进一步提升，铜、 金矿产品产量进入全球前3位，全面建成高度适配且具有紫金特色的全球化运营管理体系和ESG可持续发展体系； 力争到2035年，公司主要指标较2025年实现跨越式增长，部分指标达到全球首位，全面建成"绿色高技术超一 流国际矿业集团" 【浙商金属】紫金矿业：2035年建成"绿色高技术超一流国际矿业集团" 根据公司2月9日公告，公司制定2026-2028年规划及2035年远景目标： 到2028年，公司的资源储量、主要矿产品产量、销售收入、资产规模、利润等综合指标排名进一步提升，铜、 金矿产品产量进入全球前3位，全面建成高度适配且具有紫金特色的全球化运营管理体系和ESG可持续发展体系； 力争到2035年，公司主要指标较2025年实现跨越式增长，部分指标达到全球首位 从公司规划来看，2025年到2028年，公司拟实现： [玫瑰]矿产金由90吨增至130-140吨； [玫瑰]矿产 ...

Core Viewpoint - Zijin Mining has raised its gold production target for 2026-2028 to 130-140 tons, aiming to rank among the top three globally in gold production by 2028, up from the previous target of 100-110 tons, with a potential to achieve the 100-ton mark by 2026 due to recent acquisitions [1][2]. Production Planning - The company plans to increase its gold production by 40-50 tons over the next three years, representing a 50% growth compared to the 2025 baseline [1]. - The growth rate for gold production is significantly higher than that of other industrial metals like copper, lead, and zinc [1][9]. Financial Performance - Zijin Mining's revenue grew by approximately 28%, while its total profit surged by around 167%, indicating that the gold segment has been a major driver of profitability [4]. - In 2022, the company's copper production was 910,000 tons, projected to grow to 1,090,000 tons by 2025, a 20% increase, while gold production is expected to rise from 56 tons to 90 tons, a 61% increase [5]. Market Position - As of 2025, Zijin Mining's gold production is expected to be significantly higher than its closest competitor, Shandong Gold, and it has moved up in global rankings from 9th to 5th in gold production [7]. - The company aims to enhance its market position further, with a focus on gold and copper, which are expected to enter the top three globally by 2028 [10]. Strategic Focus - Zijin Mining's strategic focus has shifted towards its gold segment, which has become a core growth driver, as evidenced by its increased production targets and the prioritization of gold over copper in its production planning [4][9]. - The company has announced significant acquisitions, including a recent deal worth 28 billion yuan for gold assets in Africa, which is expected to contribute approximately 12 tons of gold production by 2025 [12].

Core Viewpoint - Zijin Mining (601899) has raised its gold production target for the next three years, aiming to increase its gold output to 130-140 tons by 2028, positioning itself among the top three globally in gold production [1][3]. Production Targets - The original target for gold production in 2028 was set at 100-110 tons, but due to recent acquisitions of gold mining assets, the company is likely to achieve an annual output of 100 tons two years ahead of schedule, by 2026 [2][3]. - The new target of 130-140 tons represents an increase of 40-50 tons over the next three years, which is a 50% growth compared to the 2025 baseline [3][16]. Comparison with Competitors - Currently, the largest gold producer globally is Newmont Corporation, with a projected output exceeding 180 tons by 2025. Zijin Mining still has at least 50% room for improvement to match Newmont's production levels [6][19]. - While Zijin Mining aims to enter the "global top three" in gold production, it faces a significant gap compared to Newmont but has a feasible chance to surpass the second and third-ranked companies, Agnico Eagle and Barrick Gold [7][21]. Strategic Focus on Gold - The company has significantly increased its focus on gold in its business portfolio, which has led to improvements in profits, market capitalization, and industry standing. The revenue from gold production has grown substantially, with a 167% increase in profit compared to a 28% increase in overall revenue [8][12]. - In the 2023-2025 production plan, copper was prioritized over gold, but in the 2026-2028 plan, gold has taken precedence, indicating its growing importance within the company's strategy [8]. Future Growth and Projects - Zijin Mining plans to continue focusing on its gold segment, with a projected increase in gold production that outpaces other metals like copper, lead, and zinc [16][17]. - The company is set to enhance its production capabilities through various projects, including the Norton Gold Mine in Australia and the Buriticá Gold Mine in Colombia, as well as new acquisitions in Africa [21][22].

公司规划，到2028年，公司的资源储量、主要矿产品产量、销售收入、资产规模、利润等综合指标排名 进一步提升，铜、金矿产品产量进入全球前3位，全面建成高度适配且具有紫金特色的全球化运营管理 体系和ESG可持续发展体系;力争到2035年，公司主要指标较2025年实现跨越式增长，部份指标达到全 球首位，全面建成"绿色高技术超一流国际矿业集团"。 紫金矿业（601899）(02899)发布公告，2026年2月8日，公司召开第九届董事会2026年第4次临时会议， 会议审议通过《公司三年(2026—2028年)主要矿产品产量规划和2035年远景目标纲要》，明确未来3年 主要矿产品产量规划指标，并提出至2035年全面建成"绿色高技术超一流国际矿业集团"的远景目标。 ...

#紫金矿业目标进全球前三#【紫金矿业：预计2026年矿产金产量达到105吨】#紫金矿业今年矿产金拟达 105吨# 紫金矿业公告，公司董事会审议通过《公司三年（2026—2028年）主要矿产品产量规划和2035 年远景目标纲要》。其中预计2026年矿产金达到105吨。公司规划，到2028年，公司的资源储量、主要 矿产品产量、销售收入、资产规模、利润等综合指标排名进一步提升，铜、金矿产品产量进入全球前3 位，全面建成高度适配且具有紫金特色的全球化运营管理体系和ESG可持续发展体系；力争到2035年， 公司主要指标较2025年实现跨越式增长，部分指标达到全球首位，全面建成"绿色高技术超一流国际矿 业集团"。（泽塔） ...

| | | 2025 年 | 2026 年 | | --- | --- | --- | --- | | 礦產金 | 順 | 90 | I 02 | | 礦產銅 | 萬噸 | 109 | 120 | | 礦產銀 | 順 | 437 | 520 | | 礦產鋅／鉛 | 萬噸 | 40 | 40 | | 當量碳酸锂 | 萬噸 | 2.5 | 12 | | 礦產鋁 | 萬噸 | 1.1 | 1.5 | 公司规划，到2028年，公司的资源储量、主要矿产品产量、销售收入、资产规模、利润等综合指标排名进一步提升，铜、金矿产品产量进入全球前3位，全 面建成高度适配且具有紫金特色的全球化运营管理体系和ESG可持续发展体系;力争到2035年，公司主要指标较2025年实现跨越式增长，部份指标达到全球 首位，全面建成"绿色高技术超一流国际矿业集团"。 智通财经APP讯，紫金矿业(02899)发布公告，2026年2月8日，公司召开第九届董事会2026年第4次临时会议，会议审议通过《公司三年(2026—2028年)主要 矿产品产量规划和2035年远景目标纲要》，明确未来3年主要矿产品产量规划指标，并提出至2035年全面建成"绿色高技术超 ...