Workflow
有色金属矿采选业
icon
Search documents
华钰矿业:拟为控股子公司亚太矿业提供3亿元担保
Mei Ri Jing Ji Xin Wen· 2026-01-06 09:38
公司本次为控股子公司亚太矿业提供3亿元的担保,截至本公告日,上市公司及上市公司子公司累计对 外担保余额为人民币6.1亿元,均为对控股子公司的担保,占公司2024年经审计净资产的比例为18.1%。 每经AI快讯,华钰矿业1月6日晚间发布公告称,为保障公司控股子公司贵州亚太矿业有限公司(以下 简称"亚太矿业")项目露天金矿业务正常经营,尽早实现硐采业务顺利投产,亚太矿业拟申请流动资金 贷款如下:1、中国建设银行股份有限公司黔西南州分行(以下简称"建设银行")批复亚太矿业流动资 金贷款1.5亿元人民币,贷款期限2年,贷款利率按照银行相关要求执行。根据建设银行批复要求,贷款 担保方式主要为:西藏华钰矿业股份有限公司提供连带责任保证,并由亚太矿业提供贷款金额20%保证 金;2、交通银行股份有限公司黔西南分行(以下简称"交通银行")批复亚太矿业流动资金贷款1.5亿元 人民币,贷款期限2年,贷款利率按照银行相关要求执行,该笔贷款仅限用于泥堡金矿露天开采项目经 营周转使用,包括设备租赁、挖掘、疏通、运输、复垦等采剥费用支出。根据交通银行批复要求,贷款 担保方式主要为:西藏华钰矿业股份有限公司提供连带责任保证。 公司拟与上述建 ...
紫金矿业市值突破一万亿,预计全年净利润最多520亿元,花旗称创始人卸任担忧属错置
Zhi Tong Cai Jing· 2026-01-06 08:07
1月6日消息,现涨近6%,成交额超15亿,市值突破1万亿港元。盘中高见38.96港元再创历史新高。 消息面上,近期发布年度业绩盈喜,预计全年实现归母净利润510亿至520亿元,较上年同期的320.51亿元增加约189亿至199亿元,同比增幅约为59%至 62%。公告显示,2025年紫金矿业主要矿产品产量全面增长,叠加矿产金、铜、银销售价格同比上涨,形成双重利好;碳酸锂业务从"零星产出"到"规模量 产"的跨越式突破。 花旗发布研报称,紫金矿业创始人兼董事长陈景河已正式退休。自其决定退休的公告发布后,尽管他仍将担任公司高级顾问及名誉董事长,但部分投资者似 乎感到担忧并选择获利了结。花旗认为这些担忧是错置的。主要由于陈景河认为现在是将管理权移交给管理团队的合适时机,因为这是将紫金矿业从"创始 人驱动"转型为"机制驱动"的必要一步。 编辑/melody ...
乘金、铜牛市东风,紫金矿业盘中市值破万亿
据其最新披露的业绩预告显示,2025全年预计实现归母净利润约510亿元-520亿元,与上年同期320.51 亿元相比,将增加约189-199亿元,同比增加约59%-62%;扣非后净利润约475-485亿元,同比增加约 50%-53%。 目前,紫金矿业储备资源量铜超1.1亿吨、黄金3973吨、当量碳酸锂1788万吨,是中国控制金属矿产资 源最多的企业。其中,铜依旧是紫金矿业核心业务,占总毛利的45%以上,近5年矿产铜产量年复合增 长率为24%。预计2025年铜产量将达109万吨,同比增长2%。 此前2025年,现货黄金已累计上涨逾60%;伦铜价格也飙升42%,创下2009年以来的最大年度涨幅。 对于后市,国内外机构纷纷看涨贵金属价格。瑞银将2026年金价目标上调至5000美元;花旗预测铜价将 在今年中期达到15000美元/吨。中信证券分析指出,全球铜供应缺口叠加美国关祱引发的区域供应错 配,共同推动铜价走高。预计2026年全球铜市场供应缺口将超过10万吨。 作为矿业巨头的紫金矿业,其业绩和铜、金等金属价格深度绑定。 1月6日早盘,有色板块全线飘红,紫金矿业、洛阳钼业、湖南黄金等纷纷上涨。其中,紫金矿业一度大 涨 ...
有色金属ETF基金(516650)涨4.5%,8连吸金41亿
Sou Hu Cai Jing· 2026-01-06 05:52
Group 1 - The non-ferrous metal sector is experiencing strong performance, with Guiyan Platinum Industry hitting the daily limit, and both Luoyang Molybdenum and Zijin Mining reaching historical highs. Zijin Mining's A-share market capitalization has surpassed 1 trillion yuan, currently up over 6%, which has also boosted gold stock ETFs by over 3% [1] - The gold and silver prices surged following the turmoil in Venezuela, with spot gold rising by 2.64% to $4,446.50 per ounce, and COMEX gold futures increasing by 2.96%, while COMEX silver futures jumped by 7.63% [2] - The price of copper in London has exceeded $13,100 per ton, marking a new high, supported by a shortage of copper concentrate and strong demand in the smelting sector, which has led to a continuous drawdown of global copper inventories in the U.S. [2] Group 2 - Aluminum prices have surpassed $3,000 per ton for the first time in over three years, with Shanghai aluminum continuing to rise and breaking the 24,000 yuan mark [3] - Notable products include the non-ferrous metal ETF fund (516650), which is up 4.48%, with a balanced allocation of copper (33.8%), aluminum (15.7%), gold (11.9%), rare earths (8.9%), and lithium (6.8%), making it the top non-ferrous index in the market [4] - The gold stock ETF (159562) has increased by 3.19%, tracking an index dominated by gold and copper, while also including silver-related companies [4]
格隆汇十大核心——洛阳钼业大涨近8%,创历史新高,市值突破4700亿元
Ge Long Hui A P P· 2026-01-06 05:17
行业消息面上,受供应短缺担忧情绪,以及委内瑞拉动荡局势或将加速全球关键矿产争夺的预期推动,周一大宗商品市场集体大涨。现货黄金价格盘中一度 大涨超3%,触及每盎司4467美元的高点,距离2025年底创下的历史最高纪录仅差约100美元。此外,纽约商品交易所1月交割的COMEX白银期货收盘大涨 7.95%,收复76美元关口。伦敦金属交易所LME工业金属周一亦集体上扬,伦铜大涨超4%,突破13000美元/吨,伦铝、伦锌涨超2%,伦铂和伦铂分别上涨 6.7%和4.7%,伦铅和伦镍涨超1%。 个股方面,洛阳钼业手握全球约23%钴储量及世界级铜钴矿集群,核心矿山铜钴品位远超行业平均,KFM二期投产后将再增10万吨铜产能,叠加刚果(金)钴 出口配额红利,量价共振支撑业绩高增。洛阳钼业通过资源禀赋优势与数字化改革降本,铜生产成本处在相对低位,"矿山+贸易"模式平滑周期波动,抗风 险能力行业领先。铜钴受益新能源需求扩容,巴西金矿并购落地与厄瓜多尔金矿布局构建"铜金双极",H股股权激励绑定核心团队,长期成长确定性强。 格隆汇1月6日|A股市场有色金属股表现强劲,其中,入选了格隆汇2026年"下注中国"十大核心资产名单的洛阳钼业(6 ...
紫金矿业总市值突破万亿元!“金铜铝”含量最高的有色金属ETF基金再飙升4.5%,8连“吸金”超41亿
Ge Long Hui A P P· 2026-01-06 03:15
Group 1 - The non-ferrous metal sector is experiencing strong performance, with Guiyan Platinum Industry hitting the daily limit, and both Luoyang Molybdenum and Zijin Mining reaching historical highs. Zijin Mining's A-share market capitalization has surpassed 1 trillion yuan, currently up over 6%, which has also boosted gold stock ETFs by over 3% [1] - The gold price surged by 2.64% to $4,446.50 per ounce, while COMEX gold futures rose by 2.96% and COMEX silver futures increased by 7.63% following the turmoil in Venezuela [2] - Copper prices in London have exceeded $13,100 per ton, reaching new highs due to a shortage of copper concentrate and strong support for copper prices from the U.S. absorbing global copper inventories [2] Group 2 - Aluminum prices have surpassed $3,000 per ton for the first time in over three years, with Shanghai aluminum continuing to rise and breaking the 24,000 yuan mark [3] - The non-ferrous metal ETF (516650) has increased by 4.48%, with a balanced allocation of copper (33.8%), aluminum (15.7%), gold (11.9%), rare earths (8.9%), and lithium (6.8%), leading to a total inflow of 39.6 billion yuan over seven consecutive days of net subscriptions [3] - The gold stock ETF (159562) has risen by 3.19%, tracking an index dominated by gold and copper, while the gold ETF Huaxia (518850) has increased by 0.79%, anchoring physical gold and supporting T+0 trading [3]
有色金属股狂欢!洛阳钼业、天山铝业、紫金矿业、江西铜业等纷纷创历史新高
Ge Long Hui A P P· 2026-01-06 03:11
消息面上,受供应短缺担忧情绪,以及委内瑞拉动荡局势或将加速全球关键矿产争夺的预期推动,周一 大宗商品市场出现明显异动。本周首个交易日,现货黄金价格盘中一度大涨超3%,触及每盎司4467美 元的高点,距离2025年底创下的历史最高纪录仅差约100美元。此外,纽约商品交易所1月交割的 COMEX白银期货收盘大涨7.95%,收复76美元关口。伦敦金属交易所LME工业金属周一集体上扬,伦 铜大涨超4%,突破13000美元/吨,伦铝、伦锌涨超2%,伦铂和伦铂分别上涨6.7%和4.7%,伦铅和伦镍 涨超1%。 MACD金叉信号形成,这些股涨势不错! 格隆汇1月6日|地缘因素引爆大宗狂欢,A股市场有色金属板块全线走强,其中,利源股份、常铝股 份、安宁股份、贵研铂业、钒钛股份10CM涨停,锡业股份逼近涨停,宏创控股涨超8%,华友钴业、中 国铝业涨超7%,永杉锂业、洛阳钼业、盛屯矿业(维权)、新威凌涨超6%,寒锐钴业、天山铝业、云 南铜业、紫金矿业、神火股份涨超5%。值得注意的是,宏创控股、洛阳钼业、天山铝业、紫金矿业、 神火股份、江西铜业、云南锗业、中矿资源、电投能源、云铝股份均创历史新高。 | 代码 | 名称 | | 涨幅 ...
紫金矿业总市值突破万亿元!“金铜铝”含量最高的有色金属ETF基金(516650)再飙升4.5%,8连“吸金”超41亿
Ge Long Hui A P P· 2026-01-06 02:49
Group 1 - The non-ferrous metal sector is experiencing strong performance, with Guiyan Platinum Industry hitting the daily limit, and both Luoyang Molybdenum and Zijin Mining reaching historical highs. Zijin Mining's A-share market capitalization has surpassed 1 trillion yuan, currently up over 6%, which has also boosted gold stock ETFs by over 3% [1] - The non-ferrous metal ETF fund has surged by 4.58%, with a two-day increase of 7.34%, and has seen net subscriptions for eight consecutive days, accumulating a total of 4.185 billion yuan [1] Group 2 - Following the turmoil in Venezuela, gold and silver prices have soared, with spot gold rising by 2.64% to $4,446.50 per ounce, and COMEX gold futures increasing by 2.96%, while COMEX silver futures jumped by 7.63% [2] - Huayou Cobalt's net profit for 2025 is expected to increase by 40.8% to 55.24%, exceeding market expectations, while Chifeng Jilong Gold anticipates a net profit increase of approximately 70% to 81% for the same year [2] - London copper prices have surpassed $13,100 per ton, reaching a new high, supported by a shortage of copper concentrate and strong demand in the smelting sector, with the U.S. continuing to draw down global copper inventories [2] - Aluminum prices have also broken the $3,000 per ton mark for the first time in over three years, with overnight Shanghai aluminum prices continuing to rise, surpassing the 24,000 yuan threshold [2] Group 3 - The balanced allocation of mainstream metals in the non-ferrous metal ETF fund (516650) has seen a rise of 4.48%, with component stocks evenly distributed among copper (33.8%), aluminum (15.7%), gold (11.9%), rare earths (8.9%), and lithium (6.8%), with a total of 61.29% in copper, aluminum, and gold, ranking first among all non-ferrous indices in the market [2] - The gold stock ETF (159562) has increased by 3.19%, tracking the SSH gold stock index, which is dominated by gold and copper, and also includes silver-related companies [3] - The lowest fee gold ETF, Huaxia (518850), has risen by 0.79%, anchoring physical gold and supporting T+0 trading, along with off-market linked funds [3]
紫金矿业A股市值突破1万亿
Ge Long Hui· 2026-01-06 02:36
格隆汇1月6日|紫金矿业A股涨超6%,总市值突破1万亿元,成交额近60亿元。 ...
紫金矿业再创新高,市值突破一万亿。预计全年净利润最多520亿元,花旗称创始人卸任担忧属错置
Zhi Tong Cai Jing· 2026-01-06 02:35
1月6日消息,现涨近6%,成交额超15亿,市值突破1万亿港元。盘中高见38.96港元再创历史新高。 花旗发布研报称,紫金矿业创始人兼董事长陈景河已正式退休。自其决定退休的公告发布后,尽管他仍将担任公司高级顾问及名誉董事长,但部分投资者似 乎感到担忧并选择获利了结。花旗认为这些担忧是错置的。主要由于陈景河认为现在是将管理权移交给管理团队的合适时机,因为这是将紫金矿业从"创始 消息面上,近期发布年度业绩盈喜,预计全年实现归母净利润510亿至520亿元,较上年同期的320.51亿元增加约189亿至199亿元,同比增幅约为59%至 62%。公告显示,2025年紫金矿业主要矿产品产量全面增长,叠加矿产金、铜、银销售价格同比上涨,形成双重利好;碳酸锂业务从"零星产出"到"规模量 产"的跨越式突破。 人驱动"转型为"机制驱动"的必要一步。 编辑/melody ...