证券代码：600301 证券简称：华锡有色 编号：2025-022 本公司董事会及全体董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。 根据上海证券交易所关于行业经营性信息披露的相关要求，广西华锡有色金 属股份有限公司（以下简称"公司"）现就 2024 年度主要经营数据披露如下： | | | 主营业务分行业情况 | | | | | | --- | --- | --- | --- | --- | --- | --- | | 分行业 | 2024 年 1-12 月 2024 年 营业收入（元） | 1-12 月 营业成本（元） | 毛利 率（%） | 营业收入 比上年同 | 营业成本 比上年同 | 毛利率比上 年同期增减 | | | | | | 期增减（%） | 期增减（%） | （%） | | 有色金属采 选业 | 4,374,892,456.20 | 2,573,397,748.68 | 41.18 | 46.60 | 41.46 | 增加 2.14 个 百分点 | | 有色金属深 加工业 | 114,191,782.74 | 80,422,68 ...

证券代码：600301 证券简称：华锡有色 公告编号：2025-027 | 锌精矿 | 81,344,453.31 | 41,376,003.26 | 49.13 | 25.62 | 5.83 | 增加 9.51 个 百分点 | | --- | --- | --- | --- | --- | --- | --- | | 其他矿产及 相关产品 | 113,253,122.66 | 72,938,555.63 | 35.60 | 22.67 | 14.62 | 增加 4.52 个 百分点 | | 有色金属深 加工产品 | 41,183,347.11 | 29,014,625.98 | 29.55 | 25.22 | 36.94 | 减少 6.03 个 百分点 | | 监理及相关 业务 | 24,635,795.43 | 19,606,971.77 | 20.41 | -31.27 | -16.55 | 减少 14.04 个百分点 | | | | 主营业务分地区情况 | | | | | | 分地区 | 2025 年 1-3 月 营业收入 | 2025 年 1-3 月 营业成本 | 毛利率 （%） | 营业收入 比上 ...

在矿产资源领域，储量即话语权。盛达资源深谙"资源是发展根基"之道，通过持续的探矿投入与资源整 合，不断拓展资源版图，强化核心竞争力。 报告期内，金山矿业技改成效显著。2024年8月完成采矿工程技术改造项目，有利提升矿山深部矿体开 采效率及保障安全生产，高效转化深部成果。9月完成3000t/d选矿工艺改造，将提高银、金的回收率， 降低生产成本。11月完成采矿许可证延续工作，有效年限20年，证载生产规模为48万吨/年，金山矿业 未来金山矿业银、金产出有望大幅提升，为企业长远发展提供保障。 此外，公司多项目资源整合全面落地。其中，银都矿业积极推进拜仁达坝银金属矿区整合工作，合计面 积6.57平方公里，标志着银都矿业采矿权与外围探矿权整合工作取得了阶段性成果；德运矿业取得90万 吨/年采矿许可证，巴彦包勒格矿区银铅锌储量进入勘探开发阶段；东晟矿业全面推进巴彦乌拉银多金 属矿25万吨/年采矿项目基建工作。 4月29日，盛达资源（000603）交出了一份实力成绩单，公司2024年实现营业收入20.13亿元，归母净利 达到3.9亿元，同比大幅增长163.56%；扣非净利2.6亿元，同比增长85.74%，各项关键财务指标均实 ...

Core Viewpoint - The company, Xingye Silver Tin, has shown strong performance with significant growth in revenue and net profit, driven by increased product prices and sales volume in the non-ferrous metal sector [1][2][3]. Financial Performance - In Q1 2025, the company achieved revenue of 1.149 billion yuan, a year-on-year increase of 50.37%, and net profit of 374 million yuan, up 63.22% [1][2]. - For the full year 2024, the company reported revenue of 4.270 billion yuan, a 15.23% increase, and net profit of 1.53 billion yuan, which is a 57.82% rise [2][3]. - The operating cash flow for 2024 and Q1 2025 was 1.815 billion yuan and 1.198 billion yuan, respectively, reflecting increases of 3.75% and 783.78% [3]. Asset Growth - The total assets of the company reached 15.214 billion yuan by the end of Q1 2025, marking a 25.06% increase from the previous year, with a debt-to-asset ratio of 42.34% [1][7]. Resource Expansion - The company has expanded its mineral resource reserves through acquisitions, including the purchase of 70% of Bosheng Mining and 85% of Yubang Mining, enhancing its operational capabilities [5][6]. - Xingye Silver Tin now owns 11 mining subsidiaries, with significant production capacities in silver and tin [5][6]. R&D Investment - In 2024, the company invested 140 million yuan in R&D, a 30.56% increase, representing 3.27% of its revenue [7]. - The number of R&D personnel increased by 46.75% to 226, with R&D staff now making up 18.64% of the workforce [7].

Core Insights - The company reported a significant increase in revenue and net profit for Q1 2025, with revenue reaching 9.73 billion yuan, a year-on-year growth of 15.82%, and net profit attributable to shareholders at 499 million yuan, up 53.08% [1] - The rise in prices for key metals such as tin, copper, and zinc contributed to the company's strong performance, alongside enhanced operational efficiency [1] - The company has initiated a mid-term cash dividend for the first time, with total dividends for 2024 amounting to 477 million yuan, representing 33.05% of the net profit [1] Financial Performance - In Q1 2025, the total production of non-ferrous metals reached 82,200 tons, including 24,200 tons of tin, 24,400 tons of copper, and 33,300 tons of zinc, along with 30 tons of indium [1] - For the full year 2024, the company achieved total revenue of 41.973 billion yuan and a net profit of 1.444 billion yuan, reflecting a year-on-year growth of 2.55% [2] - The operating cash flow for the year was 3.405 billion yuan, an increase of 55.25%, and the debt-to-asset ratio decreased to 40.19%, down 9.05 percentage points from the beginning of the year [2] Shareholder Initiatives - The controlling shareholder proposed a share buyback plan, with a total amount between 100 million yuan and 200 million yuan, aimed at reducing registered capital and enhancing shareholder value [2] - The buyback initiative is based on the controlling shareholder's confidence in the company's future and aims to boost investor confidence and long-term value [2]

Core Viewpoint - Jinwei Mining Co., Ltd. reported a strong performance in Q1 2025, with significant year-on-year growth in both revenue and net profit, indicating robust operational efficiency and strategic resource management [1][2]. Group 1: Financial Performance - In Q1 2025, the company achieved an operating income of 343 million yuan, representing a year-on-year increase of 14.73% [1]. - The net profit attributable to shareholders reached 93.83 million yuan, marking an 18.45% year-on-year growth [1]. Group 2: Operational Developments - Jinwei Mining has a mining capacity of 1.78 million tons per year, showcasing significant scale effects in its operations [1]. - The company is actively advancing resource integration and project construction in the Jianglu mining area, with the construction of the Xiejia Gou flotation plant progressing well [1]. - The establishment of Gansu Jinwei Xicheng Mining Co., Ltd. as the integration entity for the Jianglu mining area and the acquisition of a 49% stake in Gansu Haosen Mining Co., Ltd. are key strategic moves [1]. Group 3: Future Plans and Production Goals - In 2025, the company plans to accelerate project construction and resource integration, focusing on acquiring high-quality mining rights in key mineralization areas [2]. - The company aims to complete a total mining volume of 1.78 million tons for the year, with production targets of over 100,000 metal tons of lead and zinc concentrates [2]. - As of the end of Q1, Jinwei Mining produced 4,736.48 tons of lead concentrate (including silver) and 14,000 tons of zinc concentrate [2].

随着金价的持续飙升，刚刚纳入港股通的万国黄金集团近期备受资金瞩目。 自3月10日进入港股通名单以来，仅8个交易日万国黄金集团的涨幅超过30%，被南向资金涌入抢筹，股 价和成交额不断创出历史纪录。上市不到两年时间，就成为一只涨幅达10倍的大牛股。 作为手握南太平洋金矿的矿企新星，随着旗下矿产资源产能不断爬坡，叠加行业进入上行周期，万国黄 金估值中枢不断上行。 十倍大牛股 2月21日，恒生指数公司公布最新季检结果，其中万国黄金集团获纳入恒生综合指数成份股。3月10日， 万国黄金集团正式进入港股通名单。 纳入恒生综指和港股通后，万国黄金集团的价值被南向资金迅速挖掘，股价和成交额均创出历史新高。 3月10日，纳入港股通的首日，万国黄金集团股价大涨7.81%，成交额从此前不足2000万元快速放量至 7223万元，创下该股上市以来新高；3月17日，万国黄金集团股价大涨8.36%，成交额则突破1亿元大 关，再度刷新历史新高；3月18日，万国黄金集团收盘涨7.85%，股价攀升至15.66港元，成交额则达到 1.73亿港元，股价成交额双双创出历史新高。 3月19日，万国黄金集团股价大涨10.22%，股价升至17.26港元，再创 ...