智通财经获悉，五矿资源(01208)再涨近5%，截至发稿，涨4.59%，报4.79港元，成交额7157.26万港 元。 中银国际发布研报称，预计公司2025年下半年净利润将按半年增长4%。保守假设其铜产量按半年下降 10%，其中Las Bambas的铜产量根据其全年指引中点预计，按半年下降20%。公司在6月和7月初因采矿 相关的道路封锁后，于指引中留有足够缓冲空间。若营运不再出现中断，该矿全年产量可望超过40万 吨。 本文源自：智通财经网 消息面上，五矿资源公布中期业绩，上半年收入为28.17亿美元，同比增长47%；公司权益持有人应占 溢利3.4亿美元，同比增长1511%。收入增长主要由于销量增加及商品价格上涨。利润增长主要得益于 旗下三座铜矿的铜产量全面提升、铜、金、银、锌市场价格上扬，以及LasBambas单位成本下降。 ...

Core Viewpoint - The company reported its 2025 H1 results, showing a revenue increase of 23.66% year-on-year and a net profit growth of 9.49% [1] Financial Performance - In 2Q25, the company achieved a revenue of 1.543 billion yuan, representing a quarter-on-quarter increase of 23.95% and a year-on-year increase of 19.55% [1] - The net profit for 2Q25 was 228 million yuan, with a quarter-on-quarter increase of 48.87% and a year-on-year increase of 2.22% [1] - The main products, antimony, tin, lead, and zinc, saw price changes of +42.98%, +3.75%, -1.36%, and -5.90% respectively on a quarter-on-quarter basis, and +86.08%, +1.58%, -5.89%, and -2.96% on a year-on-year basis [2] - The gross profit margin for 2Q25 increased by 32.57% quarter-on-quarter and 11.58% year-on-year, while the gross profit margin level decreased year-on-year due to a decline in sales of self-produced antimony and tin products [2][3] Cost Management and Capital Structure - The company maintained excellent cost control, with total expenses for 2Q25 at 102 million yuan, showing a quarter-on-quarter increase of 3.03% and year-on-year stability [2] - The expense ratio for 2Q25 was 6.61%, decreasing by 1.34 percentage points quarter-on-quarter and 1.30 percentage points year-on-year [3] - The company's asset-liability ratio was 35.84% at the end of 2Q25, reflecting a continuous optimization of the capital structure [3] Growth Initiatives - As a core listed platform under the Guangxi State-owned Assets Supervision and Administration Commission, the company is actively implementing a three-year action plan to increase production [3] - The company is advancing the development of mining resources in the Nandan County copper and tin-zinc mining area, with production capacity expected to expand to 3.5 million tons per year [3] Price Outlook - Antimony prices are expected to rebound due to a recovery in exports and increasing demand, while tin prices are also projected to rise due to limited production recovery in Wa State and strong inventory support [3] Earnings Forecast and Valuation - The company is projected to achieve revenues of 5.7 billion, 6.8 billion, and 7.5 billion yuan for 2025-2027, with net profits of 980 million, 1.58 billion, and 1.86 billion yuan respectively [4] - The expected earnings per share (EPS) for the same period are 1.54, 2.50, and 2.95 yuan, corresponding to price-to-earnings (PE) ratios of 17, 10, and 9 times [4]

Core Viewpoint - Minmetals Resources (01208) has seen a nearly 5% increase in stock price, attributed to strong mid-year performance with significant revenue and profit growth [1] Financial Performance - The company reported a revenue of $2.817 billion for the first half of the year, representing a 47% year-on-year increase [1] - Net profit attributable to equity holders reached $340 million, marking a substantial 1511% increase compared to the previous year [1] Revenue Drivers - Revenue growth is primarily driven by increased sales volume and rising commodity prices [1] - Profit growth is supported by enhanced copper production from three mines, rising market prices for copper, gold, silver, and zinc, as well as a decrease in unit costs at Las Bambas [1] Future Outlook - CCB International forecasts a 4% semi-annual growth in net profit for the company by the second half of 2025 [1] - A conservative estimate suggests a 10% semi-annual decline in copper production, with Las Bambas expected to see a 20% decline based on annual guidance midpoint [1] - The company has maintained sufficient buffer space in its guidance following road blockages related to mining in June and early July, with expectations for annual production to exceed 400,000 tons if operations remain uninterrupted [1]

经营范围含以自有资金从事投资活动；选矿；金属矿石销售；非金属矿及制品销售；常用有色金属冶 炼；铁合金冶炼；钢、铁冶炼；贵金属冶炼；稀有稀土金属冶炼；金属材料制造；金属材料销售；矿山 机械销售；有色金属铸造；新型金属功能材料销售；金银制品销售；高性能有色金属及合金材料销售； 基础地质勘查；地质勘查技术服务；采矿行业高效节能技术研发；技术服务、技术开发、技术咨询、技 术交流、技术转让、技术推广；工程管理服务。（除依法须经批准的项目外，凭营业执照依法自主开展 经营活动）许可项目：非煤矿山矿产资源开采；矿产资源勘查；金属与非金属矿产资源地质勘探；深海 海底区域资源勘探开发。（依法须经批准的项目，经相关部门批准后方可开展经营活动，具体经营项目 以相关部门批准文件或许可证件为准） 企业名称烟台金景矿业投资有限公司法定代表人于建环注册资本1000万人民币国标行业采矿业>有色金 属矿采选业>常用有色金属矿采选地址中国（山东）自由贸易试验区烟台片区古现街道福州路11号内2 号201企业类型其他有限责任公司营业期限2025-8-14至无固定期限登记机关烟台经济技术开发区市场监 督管理局 天眼查显示，近日，烟台金景矿业投资有限公司 ...

Core Viewpoint - The performance of Huaxi Nonferrous (600301) meets expectations, with a focus on the resonance of antimony and tin prices, leading to a "Buy" rating from Guojin Securities analysts Wang Qinyang and Jin Yuntao [1] Financial Performance - For H1 2025, the company achieved a revenue of 2.787 billion yuan, a year-on-year increase of 23.66%, and a net profit attributable to shareholders of 382 million yuan, up 9.49% year-on-year [2] - In Q2 2025, revenue reached 1.543 billion yuan, a quarter-on-quarter increase of 23.95% and a year-on-year increase of 19.55%; net profit was 228 million yuan, up 48.87% quarter-on-quarter and 2.22% year-on-year [2] Price Trends and Sales - In Q2 2025, the prices of the company's main products (antimony, tin, lead, and zinc) changed as follows: antimony +42.98%, tin +3.75%, lead -1.36%, zinc -5.90% quarter-on-quarter; and antimony +86.08%, tin +1.58%, lead -5.89%, zinc -2.96% year-on-year [3] - Sales volumes for lead-antimony concentrate, tin ingots, and zinc ingots changed quarter-on-quarter by +3.98%, +13.01%, and -10.40% respectively [3] Profitability and Cost Management - The company's gross profit and gross margin in Q2 2025 increased by 32.57% and 6.97 percentage points quarter-on-quarter, and by 11.58% and decreased by 6.71 percentage points year-on-year, respectively [3] - The company maintained excellent cost control, with Q2 2025 period expenses at 102 million yuan, a quarter-on-quarter increase of 3.03% and flat year-on-year [4] - The asset-liability ratio at the end of Q2 2025 was 35.84%, showing a continuous optimization of the capital structure [4] Growth Initiatives - As a core listed platform under the Guangxi State-owned Assets Supervision and Administration Commission, the company is actively implementing a three-year action plan, including projects to increase mining capacity from 330,000 tons/year to 450,000 tons/year [4] - The company is also advancing the development of tin-zinc mineral resources in the Tongkuang mining area, with production capacity expanded to 3.5 million tons/year [4] Price Outlook - Antimony prices are expected to rise due to a recovery in exports and approaching demand inflection points, while tin prices are also anticipated to increase due to limited production recovery and strong inventory support [4] Earnings Forecast and Valuation - The company is projected to achieve revenues of 5.7 billion yuan, 6.8 billion yuan, and 7.5 billion yuan for 2025, 2026, and 2027 respectively, with net profits of 980 million yuan, 1.58 billion yuan, and 1.86 billion yuan [5] - The estimated earnings per share (EPS) for the same years are 1.54 yuan, 2.50 yuan, and 2.95 yuan, corresponding to price-to-earnings (PE) ratios of 17, 10, and 9 times [5]

Core Points - The company held its 20th meeting of the 9th Board of Directors on August 13, 2025, with all 9 directors present, confirming compliance with relevant laws and regulations [1] - The company reported positive year-on-year growth in production and operational indicators for the first half of 2025, focusing on enhancing core competitiveness in the specialty metals industry [1] - The company emphasized the integration of production operations, capital management, and technological empowerment as key drivers for growth [1] Group 1 - The company implemented comprehensive safety and environmental measures in the first half of 2025, successfully preventing major safety incidents and environmental events [2] - The Board approved the half-year report and its summary, with unanimous support from all directors [2][3] - The Board also approved a special report on the storage and actual use of raised funds for the first half of 2025, with unanimous support [3] Group 2 - The Board approved adjustments to the expected daily related transactions for 2025, with a majority vote in favor [3] - A resolution was passed to convene the fourth extraordinary general meeting of shareholders on September 1, 2025, to discuss several key proposals [3][4] - The company provided notifications and materials related to the upcoming extraordinary general meeting on the Shanghai Stock Exchange website [4][5]

证券代码：600301 证券简称：华锡有色 编号：2025-048 本公司监事会及全体监事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 广西华锡有色金属股份有限公司（以下简称"公司"）第九届监事会第十七 次会议通知与相关文件于 2025 年 8 月 1 日通过电子材料和书面通知方式送达， 并于 2025 年 8 月 13 日在南宁市良庆区体强路 12 号北部湾航运中心 A 座 910 会 议室以现场会议方式召开。本次会议应出席会议的监事 4 名，实到 4 名。会议由 监事会主席陆春华先生主持。本次会议的召集和召开符合《中华人民共和国公司 法》和《公司章程》的有关规定。经与会监事认真审议，形成如下决议： 三、审议通过《关于调整广西华锡有色金属股份有限公司 2025 年度日常关 联交易预计的议案》 表决情况：4 票赞成、0 票反对、0 票弃权。 二、审议通过《关于〈广西华锡有色金属股份有限公司 2025 年半年度募集 资金存放与实际使用情况的专项报告〉的议案》 监事会对《关于〈广西华锡有色金属股份有限公司 2025 年半年度募集资金 存放与实际使用情 ...

证券代码：000426 证券简称：兴业银锡 公告编号：2025-67 内蒙古兴业银锡矿业股份有限公司 本公司及董事 会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或 者重大遗漏。 内蒙古兴业银锡矿业股份有限公司（以下简称"本公司"或"公司"）2024 年度权益分派方案已获 2025 年 6 月 30 日召开的 2024 年年度股东大会审议通过， 现将权益分派事宜公告如下： 一、股东大会审议通过权益分派方案的情况 （含税），共计派发现金红利 124,294,501.73 元，分配后的未分配利润余额为 预案后至实施利润分配的股权登记日期间，公司股本若因股权激励行权、可转债 转股、股份回购等原因发生变动的，将按现金分红总额不变的原则，相应调整每 股现金分红金额。 二、本次实施的权益分派方案 本公司 2024 年年度权益分派方案为：以公司现有总股本 1,775,635,739 股为基数，向全体股东每 10 股派 0.700000 元人民币现金（含税；扣税后，通过 深股通持有股份的香港市场投资者、境外机构（含 QFII、RQFII）以及持有首发 前限售股的个人和证券投资基金每 10 股派 0.63 ...

天眼查商业履历信息显示，西部黄金股份有限公司，成立于2002年，位于乌鲁木齐市，是一家以从事有 色金属矿采选业为主的企业。企业注册资本91768.1436万人民币，实缴资本50997万人民币。公司法定 代表人为唐向阳。 通过天眼查大数据分析，西部黄金股份有限公司共对外投资了15家企业，参与招投标项目40次，此外企 业还拥有行政许可6个。 金融界消息 截至2025年8月14日收盘，西部黄金（601069）报收于19.3元，下跌1.28%，换手率1.96%， 成交量13.41万手，成交金额2.60亿元。 资金流向方面，今日主力资金净流出4496.59万元，占比成交额17.27%。其中，超大单净流出2719.10万 元、占成交额10.44%，大单净流出1777.49万元、占成交额6.83%，中单净流出流入1021.36万元、占成 交额3.92%，小单净流入3475.23万元、占成交额13.35%。 西部黄金最新一期业绩显示，截至2025一季报，公司营业总收入19.43亿元、同比增长36.06%，归属净 利润3461.39万元，同比增长7.79%，扣非净利润4404.26万元，同比减少8.49%，流动比率2.634、 ...

天眼查商业履历信息显示，四川黄金股份有限公司，成立于2006年，位于凉山彝族自治州，是一家以从 事有色金属矿采选业为主的企业。企业注册资本42000万人民币，实缴资本36000万人民币。公司法定代 表人为吴安东。 通过天眼查大数据分析，四川黄金股份有限公司共对外投资了1家企业，参与招投标项目157次，知识产 权方面有商标信息23条，专利信息4条，此外企业还拥有行政许可75个。 金融界消息 截至2025年8月14日收盘，四川黄金（001337）报收于23.24元，下跌1.73%，换手率 3.04%，成交量8.76万手，成交金额2.05亿元。 资金流向方面，今日主力资金净流出4278.50万元，占比成交额20.84%。其中，超大单净流出3337.62万 元、占成交额16.26%，大单净流出940.88万元、占成交额4.58%，中单净流出流入1016.35万元、占成交 额4.95%，小单净流入3262.15万元、占成交额15.89%。 四川黄金最新一期业绩显示，截至2025一季报，公司营业总收入2.08亿元、同比增长9.71%，归属净利 润9587.31万元，同比增长24.87%，扣非净利润9884.75万元，同比 ...