有色金属矿采选业
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治山理水 显山露水丨江西上饶矿山生态修复助力乡村全面振兴
Zhong Guo Zi Ran Zi Yuan Bao· 2025-12-24 03:36
望仙谷岩铺醉仙街区域治理前后 2023年10月,习近平总书记在江西省上饶市婺源县考察时指出,优美的自然环境本身就是乡村振兴的优质资源,要找到实现生态价值转换的有 效途径,让群众得到实实在在的好处。上饶市委、市政府深入学习贯彻习近平生态文明思想和习近平总书记考察江西重要讲话精神,持续做好"治 山理水、显山露水"文章,在矿山生态修复中践行"两山"理念,把绿色生态变为最大财富、最大优势、最大品牌,走出一条以高水平矿山生态修复 助力乡村全面振兴的新路径。 基本情况 上饶市地处江西省东北部,位于赣浙闽皖四省交界处。上饶矿山开采历史悠久,北宋湿法炼铜家张潜著述的《浸铜要略》一书中总结的"胆水 浸铜",开创了湿法炼铜的先河;广信区包家金矿遗址是我国矿产开采年代最早的遗址之一,历经唐宋元明清5个朝代,持续开采时间在1100年以 上。上饶已发现矿产79种,查明资源储量75种,有铜、金、银、铅、锌等20余种优势矿种,是国家级铜、金等有色金属基地;黑滑石保有资源储量 2亿吨,居亚洲第一。 党的十八大以来,上饶市委、市政府牢固树立和践行"绿水青山就是金山银山"理念,将矿山生态保护修复摆在突出位置,全面启动"矿山复 绿"行动,全力攻坚 ...
茅台价格全线上涨
21世纪经济报道· 2025-12-24 03:11
Core Viewpoint - The article discusses the recent price increases of Moutai liquor and the company's new volume control policy aimed at stabilizing the market and enhancing profitability [1][2]. Price Changes - On December 24, the wholesale reference price for 25-year Flying Moutai in original boxes rose to 1600 yuan per bottle, an increase of 40 yuan from the previous day; the price for scattered bottles also increased by 40 yuan to 1590 yuan [1][2]. - The 24-year Flying Moutai in original boxes is now priced at 1630 yuan, up 30 yuan, while scattered bottles are at 1615 yuan, up 35 yuan [1][2]. - The price for 23-year Flying Moutai remains stable at 1800 yuan for original bottles and 1700 yuan for scattered bottles [2]. Volume Control Policy - Guizhou Moutai has implemented a volume control policy that includes short-term and long-term measures. In December 2025, the company will stop supplying all Moutai products to distributors until January 1, 2026 [2]. - The long-term structural reform will involve a significant reduction in non-standard product quotas starting in 2026, aimed at decreasing the supply of products that reduce distributor profits [2]. Market Response - A representative from Guizhou Moutai stated that the company emphasizes demand-driven strategies and protects channel resilience, with product distribution based on terminal sales performance [3]. - The recent decline in Flying Moutai prices was attributed to platform subsidies and promotional pricing strategies, but prices have since rebounded [3].
有色金属概念大涨,中矿资源涨超6%,现货黄金首次升破4520美元,金饰克价涨到1411元
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-24 02:19
Group 1: A-shares and Metal Sector Performance - The A-share non-ferrous metal sector showed strong performance on December 24, with Zhongkuang Resources rising over 6% and several other stocks like Shengda Resources and Xingye Silver Tin increasing by over 4% [1] - Specific stock price movements include Zhongkuang Resources at 76.19 with a 6.83% increase, Shengda Resources at 31.83 with a 4.53% increase, and Xingye Silver Tin at 36.85 with a 4.48% increase [2] Group 2: Precious Metals Price Movements - Spot gold prices surpassed $4,520 per ounce for the first time, with a daily increase of 0.84%, and a year-to-date increase of nearly $1,900 [2] - The price of spot silver also rose, reaching $72 per ounce, with a year-to-date increase of over 150% [2] - Platinum prices hit a historical high, breaking the $2,300 per ounce mark, with a cumulative increase of over 150% this year, marking the largest annual increase since data collection began in 1987 [3] Group 3: Copper and Other Industrial Metals - Copper futures broke the $12,000 per ton mark for the first time, with an annual increase of nearly 38%, potentially marking the largest annual increase since 2009 [4] - Domestic precious metal futures also rose, with platinum futures hitting the limit up, and both silver and palladium increasing by over 6% [5] Group 4: Future Price Predictions for Gold - The World Gold Council predicts that if the global economy slows and interest rates decline, gold prices may rise moderately; in the event of a "black swan" event, gold prices could increase by 15%-30% by 2026, potentially exceeding $5,000 [6] - Goldman Sachs has raised its 2025 gold price target to $4,800, citing expanding U.S. fiscal deficits and declining dollar credibility [6] - UBS has a more aggressive forecast, predicting gold prices could reach $5,000-$5,500 by 2026, emphasizing gold as a hedge against "de-globalization" risks [6]
有色金属概念大涨,中矿资源涨超6%,现货黄金首次升破4520美元,金饰克价涨到1411元
21世纪经济报道· 2025-12-24 02:16
记者丨江佩佩 胡光旗 见习记者张嘉钰 编辑丨谢珍 视频丨曾婷芳 见习编辑陈泽锴 金银铜价格持续创新高。 12月24日,A股有色金属板块走强,截至发稿,中矿资源涨超6%,盛达资源、兴业银锡涨超 4%,电工合金、兴业银锡、新威凌、北方铜业、深圳新星等个股跟涨。 | 名称 | 现价 | 涨跌幅 ▼ | | --- | --- | --- | | 中矿资源 | 76.19 | 6.83% | | 盛达资源 | 31.83 | 4.53% | | 兴业银锡 | 36.85 | 4.48% | | 大中矿业 | 32.46 | 4.27% | | 斯瑞新材 | 34.14 | 3.55% | | 华友钻业 | 67.80 | 3.01% | | 湖南日銀 | 6.79 | 2.88% | | 雅化集团 | 25.00 | 2.38% | | 白银有色 | 5.80 | 2.11% | | 赣锋锂业 | 67.67 | 1.97% | | 天齐锂业 | 56.75 | 1.74% | | 江西铜业 | 42.71 | 1.50% | | 北方铜业 | 14.71 | 1.45% | | 腾远钻业 | 66.98 | 1.1 ...
盛达资源股价涨5.06%,中银基金旗下1只基金重仓,持有30.26万股浮盈赚取46.6万元
Xin Lang Cai Jing· 2025-12-24 02:09
资料显示,盛达金属资源股份有限公司位于北京市丰台区南方庄158号盛达大厦2层,成立日期1995年6 月22日,上市日期1996年8月23日,公司主营业务涉及含银铅精粉、锌精粉的生产销售和有色金属贸 易。主营业务收入构成为:铅精粉(含银)46.04%,有色金属贸易23.91%,锌精粉(含银)20.44%,再生新 能源金属5.26%,银锭2.28%,其他1.05%,黄金1.02%。 中银顺泽回报一年持有期混合A(011044)基金经理为林炎滨、贺大路。 截至发稿,林炎滨累计任职时间4年124天,现任基金资产总规模168.68亿元,任职期间最佳基金回报 16.64%, 任职期间最差基金回报0.89%。 贺大路累计任职时间2年204天,现任基金资产总规模13.96亿元,任职期间最佳基金回报13%, 任职期 间最差基金回报0.08%。 从基金十大重仓股角度 数据显示,中银基金旗下1只基金重仓盛达资源。中银顺泽回报一年持有期混合A(011044)三季度持 有股数30.26万股,占基金净值比例为0.59%,位居第六大重仓股。根据测算,今日浮盈赚取约46.6万 元。 中银顺泽回报一年持有期混合A(011044)成立日期202 ...
兴业银锡股价涨5.27%,天弘基金旗下1只基金重仓,持有72.5万股浮盈赚取134.85万元
Xin Lang Cai Jing· 2025-12-24 02:07
天弘中证工业有色金属主题指数发起A(017192)成立日期2023年5月30日,最新规模8172.73万。今年 以来收益84.28%,同类排名107/4197;近一年收益82.16%,同类排名90/4157;成立以来收益69.52%。 天弘中证工业有色金属主题指数发起A(017192)基金经理为贺雨轩。 截至发稿,贺雨轩累计任职时间4年178天,现任基金资产总规模94.13亿元,任职期间最佳基金回报 101.32%, 任职期间最差基金回报-61.91%。 12月24日,兴业银锡涨5.27%,截至发稿,报37.13元/股,成交10.96亿元,换手率1.69%,总市值659.29 亿元。 资料显示,内蒙古兴业银锡矿业股份有限公司位于内蒙古自治区赤峰市新城区玉龙大街76号兴业大厦, 成立日期1996年8月23日,上市日期1996年8月28日,公司主营业务涉及有色金属、黑色金属资源的采掘 和冶炼。主营业务收入构成为:矿产银34.80%,矿产锡30.81%,矿产锌19.32%,矿产铅5.12%,矿产铁 3.34%,矿产锑2.90%,矿产铜2.01%,其他(补充)0.72%,矿产金0.66%,矿产铋0.32%。 从基金十 ...
智汇矿业(02546)股东将股票由富途证券国际香港转入香港上海汇丰银行 转仓市值6072.54万港元
智通财经网· 2025-12-24 00:16
公开资料显示,智汇矿业是一家矿业公司,专注集团在中国西藏的锌、铅及铜探矿、采矿、精矿生产及 销售业务。根据上海有色网的资料,以2024年西藏锌精矿、铅精矿及铜精矿的平均年产量计,集团分别 排名第五位、第四位及第五位。公司于12月19日开始在香港联交所挂牌买卖。 智通财经APP获悉,香港联交所最新资料显示,12月23日,智汇矿业(02546)股东将股票由富途证券国际 香港转入香港上海汇丰银行,转仓市值6072.54万港元,占比6.22%。 ...
盛龙股份主板IPO过会,委外加工占比持续上升的原因和合理性等问题被追问
Bei Jing Shang Bao· 2025-12-23 12:43
北京商报讯(记者 马换换 李佳雪)12月23日晚间,深交所官网显示,洛阳盛龙矿业集团股份有限公司 (以下简称"盛龙股份")主板IPO当日上会获得通过。 据了解,盛龙股份主要从事重要战略资源钼相关产品的生产、加工、销售业务,主要产品为钼精矿和钼 铁。本次冲击上市,盛龙股份拟募集资金约15.3亿元。 在上市委会议现场,上市委要求盛龙股份结合采矿与选矿能力缺口、委外加工议价能力、加工费定价模 式、同行业可比公司情况等,说明委外加工占比持续上升的原因和合理性,相关定价模式是否符合行业 惯例,对公司经营业绩的影响及应对措施。 ...
盛龙股份深交所主板IPO过会 2024年钼金属产量1.06万吨
智通财经网· 2025-12-23 11:41
智通财经APP获悉,12月23日,洛阳盛龙矿业集团股份有限公司(简称:盛龙股份)深交所主板IPO通过上市委会议。保荐机构为国投证券,拟募资 15.3亿元。 招股书显示,盛龙股份是国内领先的大型钼业公司,致力于有色金属矿产资源的综合开发利用,报告期内主要从事重要战略资源钼相关产品的生 产、加工、销售业务,主要产品为钼精矿和钼铁。公司是支撑我国钼产业链安全稳定运行的基石,是国家战略性矿产资源生产供应的有力保障者、 是维护国家产业安全使命担当的积极践行者,公司 2024 年末保有钼金属量及 2024 年钼金属产量在国内占比均达到 9%以上,充分发挥原材料供给 的关键作用,积极改善钼资源供需的偏紧状况,有效促进钼产业链的持续向好发展。 公司深度融入国内钼产业链,公司下属龙宇钼业是河南省重点产业链 -钨钼钛镁产业链重点依托单位,在钼产业链重要环节拥有多项自主研发核心 技术,参与多个行业标准制定,采选回收率等多项核心指标位居行业前列,公司通过提升矿产资源开发效率、综合利用水平和培育发展矿业新质生 产力,积极推动钼产业链高质量发展。 盛龙股份的主营业务的生产能力突出,根据美国地质调查局(USGS)数据显示, 2024 年我 ...
盛达资源(000603) - 000603盛达资源投资者关系管理信息20251223
2025-12-23 11:18
Group 1: Mining Operations and Production Capacity - Yindu Mining's Baiyinda Silver Polymetallic Mine has a production scale of 900,000 tons/year, maintaining good profitability and cost control, with silver production costs being the lowest among the company's operating mines [2][3] - The average annual production of Yindu Mining is currently around 500,000 to 600,000 tons due to increased mining difficulty [2] - Jinshan Mining's production capacity is expected to gradually increase to 480,000 tons/year following the completion of technical upgrades [4] - Honglin Mining's Caiyuanzi Copper-Gold Mine has a licensed production scale of 396,000 tons/year, currently in trial production [6] Group 2: Resource Exploration and Future Plans - Yindu Mining is working on integrating mining rights with an additional exploration area of 1.43 square kilometers, aiming to obtain a new mining license [3] - The company plans to expand production capacity for both Guangda Mining and Jindu Mining, each currently at a licensed production scale of 300,000 tons/year and operating at full capacity [5] - The company is focusing on acquiring quality metal resources with a service life of over 15 years for future mergers and acquisitions [15] Group 3: Financial Performance and Dividend Policy - The total cash dividend for the last three accounting years (2022-2024) amounts to ¥120,436,535.55, representing 40.03% of the average annual net profit [11][12] - The company will consider various factors, including industry characteristics and operational models, when formulating future dividend policies [12] Group 4: Sales Strategy and Pricing - The company's sales channels primarily include smelters and metal processing enterprises, with pricing based on average market prices from Shanghai Gold Exchange and other platforms [10] - The pricing for silver and gold content in lead and zinc concentrates is determined based on assay results and agreed coefficients in contracts [10] Group 5: Capital Expenditure and Financing - The company has stable cash flow and plans to use its own funds for mining construction while also considering financing options from financial institutions [16] - There are intentions to finance through acquisition loans and project loans as needed [16] Group 6: Future Production Estimates - The expected silver production from Dongsheng Mining's Bayannur Silver Polymetallic Mine is projected to increase once the construction is completed [7][8] - The anticipated gold production will also rise following the official production commencement of Honglin Mining's Caiyuanzi Copper-Gold Mine [9]