西部矿业（601168）公告，2025年第一季度营收为165.42亿元，同比增长50.74%；净利润为8.08亿元， 同比增长9.61%。 ...

前十大流通股东累计持有： 14006.23万股，累计占流通股比： 36.86%，较上期变化： -156.00 万股。 一、主要会计数据和财务指标 | 报告期指标 | 2025年一季报 | 2024年一季报 | 本年比上年增减(%) | 2023年一季报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | 0.0250 | 0.0500 | -50 | 0.0520 | | 每股净资产（元） | 3.84 | 3.86 | -0.52 | 3.72 | | 每股公积金(元) | 1.7 | 1.7 | 0 | 1.7 | | 每股未分配利润(元) | 0.97 | 0.98 | -1.02 | 0.88 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 3.05 | 2.44 | 25 | 1.47 | | 净利润(亿元) | 0.2 | 0.4 | -50 | 0.31 | | 净资产收益率(%) | 0.66 | 1.30 | -49.23 | 1.46 | 数据四舍五入，查看更多财务数据>> 二、前10名无限售条件股东持 ...

Group 1: Transformation and Upgrading - Longjin Environmental Protection is actively transforming by leveraging its core strengths in environmental equipment while expanding into the renewable energy sector, aiming to create a "second growth curve" through various initiatives such as mining solar energy and energy storage systems [1][13][23] - Longgong Group focuses on "green, intelligent, and high-end" development, achieving record monthly sales of electric loaders and forklifts, which accounted for 77.6% of total revenue last year [2][4][17] - Longyan Kaolin achieved a 10.5% increase in net profit despite only a 2% revenue growth, driven by the development of comprehensive utilization technologies for kaolin tailings and porcelain stone [5][19] Group 2: Cost Control and Efficiency Improvement - Longyan Kaolin has implemented a strict procurement system and monthly production planning to optimize costs and improve efficiency, resulting in a reduction of total inventory from 2.877 billion to 2.287 billion [10][12][24] - Longjin Environmental Protection managed to achieve a 63.15% increase in net profit despite a 12.75% decline in revenue from environmental equipment manufacturing, showcasing effective cost control and resource reallocation [13][24] - Longgong Group reported a 57.80% increase in net profit while revenue decreased by 2.94%, indicating successful cost control measures and improved operational quality [12][33] Group 3: Market Expansion - Zijin Mining achieved a 52% increase in net profit last year and a 62% increase in the first quarter of this year, supported by its extensive overseas operations in 16 countries and 17 provinces in China [6][16][28] - Longgong Group's export sales increased by 3.76% to 3.19 billion, highlighting successful market expansion despite domestic sales challenges [17][29] - Longjin Environmental Protection has expanded its engineering projects to over 50 countries, focusing on industrialization processes in ASEAN and Belt and Road countries to drive new business growth [18][30]

Financial Data and Key Metrics Changes - In Q1 2025, MMG's copper production reached just over 118,000 tonnes, a 76% increase compared to the same quarter last year [28] - The total recordable injury frequency was 2.4 per million hours worked, with an energy exchange frequency of 1.08 per million hours worked, both metrics increased from the last quarter [26][27] - The company reported a record high ore mined volume of over 20 million tonnes for the quarter [28] Business Line Data and Key Metrics Changes - Las Bambas produced over 95,000 tonnes of copper in concentrate, a 71% increase compared to the same period last year [28] - Kinsevere produced almost 12,000 tonnes of copper cathode, a 19% increase compared to the same period last year [30] - Khoemakau produced close to 11,000 tonnes of copper in concentrate, a 4% increase from the previous quarter despite severe rainfall [31] Market Data and Key Metrics Changes - The company is experiencing favorable market conditions, including declining TCRC rates for copper and zinc concentrates and rising precious metal prices [34] - The operations at Las Bambas are stable and in good order, with expectations to meet the upper limit of production guidance for the year [40] Company Strategy and Development Direction - MMG aims to become one of the top 10 global copper producers, focusing on safety performance, project delivery, and community relations [35] - The company is advancing its Nickel Brazil acquisition and integration plans while conducting a comprehensive review of its 2025 production and cost guidance [34] - Expansion plans for Khoemakau are progressing well, with a target to increase annual production to 60,000 tonnes in the coming two years [32] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about production levels at Las Bambas, indicating that if there are no nationwide incidents, production could meet the upper limit of guidance [40] - The company is focused on improving recovery rates and optimizing processing technology to maintain production efficiency [56] - Financial costs are expected to decrease due to improved credit conditions and lower interest rates, although existing loans will still apply previous rates [58] Other Important Information - The company is actively working on community relations, having awarded a contract to a local community company for transportation, which is seen as a positive step in improving local relations [29] - The total investment for community development projects, including the construction of a school, is $9 million [29] Q&A Session Summary Question: Expectations for Las Bambas production - Management expects production at Las Bambas to exceed 400,000 tonnes for the year, contingent on stable operations and no nationwide incidents [41] Question: Inventory adjustments at Las Bambas - Inventory adjustments were made in Q1, with sales increasing due to prior inventory from Q4, and production is expected to stick to guidance [42] Question: Kinsevere power outages and production expectations - Management confirmed that Kinsevere is on track with production guidance despite power outages, with diesel power generation as a backup [44] Question: C1 cost expectations - C1 costs are expected to decrease as production increases, with improvements in precious metal prices contributing to cost reductions [64] Question: Capital allocation and dividend policy - The company is focused on debt repayment, capital expenditures, and cautious M&A activities, with a dividend policy approved by the board [66][76] Question: Tax issues in Las Bambas - Management is optimistic about resolving tax disputes with the Peruvian tax authority, indicating no significant impact on cash flow or corporate income tax rates [78]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其準 確性或完整性亦不發表任何聲明，並表明不會就因本公告全部或任何部分內容而產生或因 依賴該等內容而引致之任何損失承擔任何責任。 GREENTECH TECHNOLOGY INTERNATIONAL LIMITED 綠科科技國際有限公司 (於開曼群島註冊成立之有限公司) (股份代號：00195) 二零二五年一月至三月季度之生產數量 本公告乃由綠科科技國際有限公司(「本公司」) 自願刊發。 本公司董事會 (「董事會」) 宣佈，Bluestone Mines Tasmania 合營企業 (「BMTJV」) 之雷 尼森項目，其中 YT Parksong Australia Holding Pty Limited (「YTPAH」) 持 50% 權益，二 零二五年一月至三月季度 (「季度」)之生產數量。季度的實際產出與上一季度 (即二零二四 年十月至十二月) 對應的數字總結如下： 本季度錫產量為 2,432 噸，比上一季度的錫產量下跌 26.9%。礦石開採品位為 1.41%，較上一 季度下跌 0.69 個百分點。季度平均回收率為 80.08%， ...

Core Insights - MMG's total copper production reached 118,213 tons in Q1 2025, a 76% increase year-on-year, driven by improved output from Las Bambas and Kinsevere, as well as Khoemacau achieving full quarterly production [1] - Zinc production totaled 51,755 tons in Q1 2025, a 13% decrease year-on-year, primarily due to forest fires and floods affecting Dugald River and scheduled maintenance at Rosebery [1] - Las Bambas has enhanced community cooperation to promote sustainable growth, focusing on business development, employment, education, healthcare, infrastructure, agriculture, and leadership programs [2] Group 1: Copper Production - Las Bambas maintained stable production with a mining grade of 0.88% and a copper recovery rate of 88.1% [1] - Kinsevere's production increased by 19% year-on-year, attributed to the ramp-up of the sulfide production line [1] - Copper concentrate sales from Las Bambas reached 385,688 tons in Q1 2025, significantly up from 205,828 tons in the same period of 2024 [2] Group 2: Zinc Production - The decrease in zinc production was influenced by adverse events at Dugald River and maintenance at Rosebery, with expectations for improved output in Q2 [1] - Rosebery's production strategy focuses on zinc equivalent production, yielding consistent performance [1] Group 3: Community and Sustainability Initiatives - The Corhuan company from the Huancuire community received a copper concentrate transportation contract and deployed 30 new trucks [2] - The "engineering tax credit" program funded the construction of fourteen schools in the Mara region [2] - Las Bambas has increased its transportation capacity, now operating 155 permitted trucks, contributing to the rise in copper concentrate sales [2] Group 4: Future Growth Plans - Kinsevere's expansion project is progressing steadily, with production reaching 35,100 tons of concentrate [2] - The roasting plant's conversion rate improved to 90.4%, with expectations for increased electrolytic copper production in 2025 [2] - Khoemacau's expansion project, targeting an annual capacity of 130,000 tons, has commenced preliminary engineering work [2]

西藏矿业（000762）公告，2025年第一季度营业收入6774.12万元，同比下降54.16%。净亏损1343.99万 元，去年同期净利润2367.27万元。 ...

Core Viewpoint - The Wa State is pushing for the resumption of operations at the Manxiang mine, with a full return to normal mining expected to take at least two months [1] Group 1: Licensing and Cost Implications - The recent document on the licensing process for mining, processing plants, and exploration in the Manxiang area has significantly increased the fee standards compared to the previous document issued in December 2023 [1] - The increased costs will have a limited impact on high-altitude mines, but will raise cost pressures for low-altitude mines and small to medium-sized processing plants, potentially making it difficult for financially weaker plants to restart operations [1] - Larger companies with strong financial backing are expected to have a competitive advantage in this new cost environment [1] Group 2: Market Outlook and Supply Dynamics - After a 20-month mining ban, the market is closely monitoring the Wa State's return to operations, with a full recovery expected to take around two months [1] - The resumption of operations in Wa State, alongside the gradual recovery of the Bisie mine in eastern Congo by Alphamin, is anticipated to alleviate supply pressures in the coming months [1]

近期以来，黄金价格也因创新高屡屡刷屏——4月22日，金价又一次因涨价刷屏热搜，伦敦金(现货黄 金)价格一度触及3500.12美元/盎司的历史高点，COMEX黄金价格则再次刷新历史纪录至3509.9美元/盎 司，两者均是首次突破3500美元大关。当天，国内部分品牌金店的克重黄金价格也一度因上涨到1082元 左右冲上热搜。 在此之际，洛阳钼业这一笔"买金"行为也可谓带来实质性利好。 从盘面上来看，近两日洛阳钼业AH股价录得不俗涨势——4月22日，洛阳钼业H股强势拉升，盘中一度 涨超12%，截止收盘大涨9.58%报于6.06港元;洛阳钼业A股当日股价也一度涨超6%，而后收涨4.05%至 7.2元。 然而，虽然"买金"行为强势凸显公司的现金实力，但从估值水平来看，洛阳钼业A股市盈率TTM为11.35 倍，洛阳钼业H股市盈率TTM为8.65倍，均处于历史地位且低于行业平均水平。 故此，令人好奇的是，洛阳钼业这一次"买金"行为能否增加公司价值砝码，带动公司估值向上呢? 年营收突破2000亿元，财务状况显著改善 国际、国内金价再创历史新高之际，铜钴龙头洛阳钼业(03993，603993.SH)豪掷近"万金"买金矿。 4月2 ...

Group 1 - Luoyang Molybdenum plans to acquire all issued and unissued common shares of Canadian company Lumina Gold for approximately 5.81 billion CAD (about 3.04 billion RMB), indicating a long-term optimistic outlook on the gold market as a safe-haven asset [1] - The acquisition is expected to diversify Luoyang Molybdenum's asset portfolio and enhance its competitiveness in the global mining market [1] Group 2 - The controlling shareholder of Pylon Technologies, ZTE New, increased its stake by 2.68 million RMB, acquiring 750,000 shares, which represents 0.31% of the company's total equity [2] - ZTE New plans to continue increasing its stake within the next 12 months, with a total investment of no less than 50 million RMB and no more than 100 million RMB [2] Group 3 - Tinci Materials reported a significant increase in Q1 2025, with operating revenue of 3.489 billion RMB, a year-on-year growth of 41.64%, and a net profit attributable to shareholders of 149 million RMB, up 30.80% year-on-year [3] - The revenue growth is primarily attributed to the increased sales of lithium-ion battery materials, benefiting from the rising demand in the new energy vehicle and energy storage markets [3]