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2025年1-7月全国有色金属矿采选业出口货值为3.9亿元,累计下滑10%
Chan Ye Xin Xi Wang· 2025-08-26 03:05
根据国家统计局数据可知:2025年7月全国有色金属矿采选业出口货值为0.6亿元,同比增长32.1%; 2025年1-7月全国有色金属矿采选业累计出口货值为3.9亿元,累计同比下降10%。 知前沿,问智研。智研咨询是中国一流产业咨询机构,十数年持续深耕产业研究领域,提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力,专注于提供完善的产业解决方案,为您的投资决策赋能。 数据来源:国家统计局,智研咨询整理 上市公司:焦作万方(000612),铜陵有色(000630),合金投资(000633),中钨高新(000657), 国城矿业(000688),北方铜业(000737),常铝股份(002160),东方锆业(002167),楚江新材 (002171),宝武镁业(002182),融捷股份(002192),海亮股份(002203) 相关报告:智研咨询发布的《2025-2031年中国有色金属冶炼和压延加工行业市场动态分析及未来趋势 研判报告》 ...
上海楼市新政出炉!复刻北京做法,放开外环限购限制
Guo Tai Jun An Qi Huo· 2025-08-26 01:26
1. Report Industry Investment Ratings - Not provided in the document 2. Core Views - Shanghai's new real - estate policies will release housing demand, especially in outer - ring areas with high inventory, and may lead to a rebound in trading volume [6] - The coking coal market is short - term strong and medium - term bearish. Short - term strength is due to supply contraction expectations and positive macro - sentiment, while medium - term decline is because of weak demand in the peak season [7][8] 3. Summary by Related Catalogs 3.1 Real Estate - On August 25, Shanghai issued "Six Measures for the Housing Market", including relaxing outer - ring purchase restrictions, allowing single people to buy as families, and enabling housing provident funds to pay down - payments. This will directly benefit the release of housing demand, especially for high - inventory projects in outer - ring areas [6] 3.2 Coal and Coke - **Short - term**: Coal mine accidents lead to supply contraction expectations for coking coal, and combined with positive macro - sentiment, coking coal prices are expected to rise [7] - **Medium - term**: Terminal demand in the peak season is likely to be weak, and the role - change of traders will increase supply pressure, leading to price declines and profit compression [8] 3.3 Commodities - **Precious Metals**: Gold is influenced by the dovish stance of Powell at the JH meeting, and silver is approaching its previous high [11] - **Base Metals**: Copper's price increase is restricted by the rising US dollar; zinc shows narrow - range fluctuations; lead lacks driving forces and its price fluctuates; tin moves in a range; aluminum's fluctuations converge; alumina declines slightly; and casting aluminum alloy follows electrolytic aluminum [11][22][25] - **Energy Metals**: Nickel moves in a narrow range, and stainless steel fluctuates at a low level in the short - term; lithium carbonate may continue to fluctuate in a range due to limited drivers [11][39][45] - **Industrial Metals**: Iron ore is supported by the non - significant decline in macro - risk appetite; rebar and hot - rolled coil fluctuate widely due to repeated market sentiment; ferrosilicon and silicomanganese fluctuate widely driven by sector sentiment; coke and coking coal also fluctuate widely [11][53][57][61][64] - **Agricultural Products**: Palm oil waits for a pull - back to go long; soybean oil consolidates at a high level; soybean meal may adjust and fluctuate; and corn moves in a range [11][64][66][68] - **Chemicals**: Para - xylene is in a tight supply - demand balance and has a strong upward trend; PTA has a new device put into operation by Sanfangxiang and is suitable for positive spreads; MEG has a strong upward trend; rubber moves in a range; synthetic rubber is short - term strong and medium - term range - bound; asphalt's cracking continues to weaken; LLDPE fluctuates strongly in the short - term; PP rebounds in the short - term and is a medium - term oscillating market; caustic soda corrects in the short - term; paper pulp moves in a range; glass's original sheet price is stable; methanol is supported in short - term oscillations; urea is in a weak operation; styrene is short - term strong and medium - term bearish; and soda ash's spot market changes little [11][70] - **Others**: Logs fluctuate repeatedly [66]
朝闻国盛:近年9月交易线索及其相对8月变化
GOLDEN SUN SECURITIES· 2025-08-25 23:51
Group 1: Key Insights from Reports - The report highlights the strong performance of the A-share market, with technology stocks continuing to rise and the Shanghai Composite Index surpassing 3800 points [4] - The report indicates that the coal consumption is seasonally increasing, with the basic frequency index rising to 127.3 points, reflecting a year-on-year increase of 5.5 points [4][5] - The report discusses the significant growth in the traditional business of Daoshi Technology, with a net profit of 230 million yuan in H1 2025, representing a year-on-year increase of 108% [6][8] Group 2: Company-Specific Analysis - Jiuhua Tourism is leveraging its natural resources and optimizing operations to achieve steady growth, with projected revenues of 890 million, 1.02 billion, and 1.22 billion yuan from 2025 to 2027 [8] - Leap Motor has achieved profitability in the first half of the year, with a target of 1 million units sold next year, projecting revenues of 65.3 billion, 114.4 billion, and 152.9 billion yuan from 2025 to 2027 [9] - New Australia Co. reported stable performance with a slight increase in net profit, projecting net profits of 441 million, 498 million, and 567 million yuan from 2025 to 2027 [11] Group 3: Industry Trends - The report notes that the copper and cobalt sectors are experiencing significant growth, with the company expecting revenues of 230.1 billion, 248.5 billion, and 268.4 billion yuan from 2025 to 2027 [12][15] - The report emphasizes the potential of the solid-state battery materials market, with the company forming a comprehensive product matrix to accelerate development [7][8] - The waste-to-energy sector is projected to maintain stable profits, with expected net profits of 3.25 billion, 3.8 billion, and 4.23 billion yuan from 2025 to 2027 [18]
盛屯矿业集团股份有限公司关于担保进展的公告
公司下属子公司科立鑫(珠海)为公司在泉州银行股份有限公司厦门分行(以下简称"泉州银行厦门分 行")申请的最高额不超过人民币20,000万元整的授信提供连带责任保证担保。 公司为下属子公司盛屯锌锗在中国进出口银行四川省分行(以下简称"进出口银行四川分行")申请的最 高额本金限额为人民币30,000万元整的债务提供连带责任保证担保,同时公司全资孙公司汉源盛屯锌锗 为盛屯锌锗在进出口银行四川分行申请的最高额本金限额为人民币30,000万元整的债务提供抵押担保。 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个别及连带责任。 重要提示: ●被担保人:盛屯矿业(维权)集团股份有限公司(以下简称"公司"或"盛屯矿业"或"上市公司")、四川盛 屯锌锗科技有限公司(以下简称"盛屯锌锗")。 ●公司下属公司汉源盛屯锌锗科技有限公司(以下简称"汉源盛屯锌锗")、科立鑫(珠海)新能源有限公 司(以下简称"科立鑫(珠海)")为公司在厦门国际银行股份有限公司厦门分行(以下简称"厦门国际 银行厦门分行")申请的最高额本金不超过人民币25,000万元整的授信提供连带 ...
山金国际(000975)8月25日主力资金净流出6902.63万元
Sou Hu Cai Jing· 2025-08-25 16:33
金融界消息 截至2025年8月25日收盘,山金国际(000975)报收于18.92元,上涨3.73%,换手率 2.34%,成交量59.24万手,成交金额11.10亿元。 通过天眼查大数据分析,山金国际黄金股份有限公司共对外投资了20家企业,参与招投标项目2次,知 识产权方面有商标信息2条,此外企业还拥有行政许可2个。 山金国际最新一期业绩显示,截至2025中报,公司营业总收入92.46亿元、同比增长42.14%,归属净利 润15.96亿元,同比增长48.43%,扣非净利润15.98亿元,同比增长41.87%,流动比率2.643、速动比率 2.157、资产负债率20.09%。 来源:金融界 天眼查商业履历信息显示,山金国际黄金股份有限公司,成立于1999年,位于锡林郭勒盟,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277672.2265万人民币,实缴资本10500万人民币。公司 法定代表人为刘钦。 资金流向方面,今日主力资金净流出6902.63万元,占比成交额6.22%。其中,超大单净流出210.36万 元、占成交额0.19%,大单净流出6692.28万元、占成交额6.03%,中单净流出流出8153 ...
西藏珠峰(600338)8月25日主力资金净流出6153.35万元
Sou Hu Cai Jing· 2025-08-25 16:04
Group 1 - The core viewpoint of the news highlights the financial performance and stock activity of Tibet Summit Resources Co., Ltd. as of August 25, 2025, showing a significant increase in revenue and profit [1] - The company's total operating revenue reached 1.123 billion yuan, representing a year-on-year growth of 53.53% [1] - The net profit attributable to shareholders was 301 million yuan, with a year-on-year increase of 135.08% [1] - The company has a current ratio of 0.346 and a quick ratio of 0.272, indicating its liquidity position [1] - The debt-to-asset ratio stands at 35.64%, reflecting the company's financial leverage [1] Group 2 - The stock price of Tibet Summit closed at 12.33 yuan, with an increase of 0.98% on the reporting day [1] - The trading volume was 495,100 hands, with a total transaction amount of 611 million yuan [1] - There was a net outflow of main funds amounting to 61.53 million yuan, accounting for 10.07% of the transaction amount [1] - The company has made investments in six external enterprises and has participated in one bidding project [2]
洛阳钼业20250825
2025-08-25 14:36
Summary of Luoyang Molybdenum Co. Conference Call Company Overview - **Company**: Luoyang Molybdenum Co. - **Industry**: Mining and Metals Key Financial Performance - **Revenue**: 947.73 billion CNY in H1 2025, a slight decrease year-on-year due to lower trading revenue, while mining revenue increased by 25.64% [2][3] - **EBITDA**: 198 billion CNY, up 23.8% year-on-year [2][3] - **Net Profit**: 87 billion CNY, a 60% increase year-on-year [2][3] - **Operating Cash Flow**: 120 billion CNY, an 11.4% increase year-on-year [2][3] - **Debt Ratios**: Asset-liability ratio decreased to 50.15%, with a return on equity of 11.7%, up nearly 3 percentage points year-on-year [3][9] Mining Segment Performance - **Copper and Cobalt Contribution**: Copper and cobalt segments contributed 84% and 61.8% gross margin respectively, with copper production at 354,000 tons (up 12.7%) and cobalt production at 61,000 tons (up 13.1%) [4][5] - **Future Production Goals**: Targeting 800,000 to 1,000,000 tons of copper production by 2028 [4][14] - **Geographic Focus**: Strategic acquisitions planned in Africa and South America, focusing on copper and gold resources [4][10][11] Project Developments - **Ecuador Gold Project**: Completed acquisition for 581 million CAD, aiming for production by 2029 [2][6] - **Operational Improvements**: Ongoing site work and optimization for the Ecuador project [6] ESG and Social Responsibility - **ESG Ratings**: MSCI rating of AA for three consecutive years, gold level in Ecovadis sustainability rating [2][7] - **Community Initiatives**: Building educational institutions and providing agricultural support in the Democratic Republic of Congo [7][8] - **Carbon Neutrality Goals**: Commitment to peak carbon emissions by 2030 and achieve carbon neutrality by 2050, with an investment of at least 1.5 billion USD for emission reductions [2][8] Strategic Outlook - **Acquisition Strategy**: Transitioning to a platform mining company with a focus on copper and gold, while also expanding into smaller metals like molybdenum and tungsten [10][17] - **Market Positioning**: Leveraging early acquisition of major mines to maintain a competitive edge in the copper market [22] - **Response to Geopolitical Challenges**: Monitoring changes in policies, especially in cobalt production in the DRC, to adapt strategies accordingly [12][23] Financial Management and Future Plans - **Capital Expenditure**: Expected capital expenditure of 30 to 40 billion CNY in H2 2025, with long-term plans for 4 billion CNY and 2 billion USD for expansion and optimization [24][25] - **Dividend Policy**: Committed to distributing 40% of net profit as dividends, balancing shareholder returns with reinvestment needs [25][26] Conclusion - **Future Focus**: Continued development of existing mining resources, effective resource acquisition in a competitive market, and management upgrades to transform into a platform-based enterprise [26]
西部矿业(601168)8月25日主力资金净流出3185.71万元
Sou Hu Cai Jing· 2025-08-25 14:31
通过天眼查大数据分析,西部矿业股份有限公司共对外投资了34家企业,参与招投标项目1644次,知识 产权方面有商标信息139条,专利信息342条,此外企业还拥有行政许可22个。 来源:金融界 西部矿业最新一期业绩显示,截至2025中报,公司营业总收入316.19亿元、同比增长26.59%,归属净利 润18.69亿元,同比增长15.35%,扣非净利润18.34亿元,同比增长9.42%,流动比率0.982、速动比率 0.642、资产负债率58.97%。 天眼查商业履历信息显示,西部矿业股份有限公司,成立于2000年,位于西宁市,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238300万人民币,实缴资本11835万人民币。公司法定代表人为 王海丰。 金融界消息 截至2025年8月25日收盘,西部矿业(601168)报收于18.67元,上涨4.07%,换手率 2.84%,成交量67.68万手,成交金额12.59亿元。 资金流向方面,今日主力资金净流出3185.71万元,占比成交额2.53%。其中,超大单净流出3044.71万 元、占成交额2.42%,大单净流出141.00万元、占成交额0.11%,中单净流出流 ...
西藏珠峰:上半年净利润同比增长135.08%,重点项目顺利实施夯实未来发展基础
Group 1 - The company reported a revenue of 1.123 billion yuan for the first half of 2025, representing a year-on-year growth of 53.53% [1] - The net profit attributable to shareholders reached 301 million yuan, showing a significant increase of 135.08% year-on-year [1] - The main source of revenue was from the subsidiary, Tajin Mining Co., which achieved stable and efficient production operations, leading to an overall increase in the output of major metal products [1] Group 2 - The production of lead metal reached 29,200 tons, up 44.53% year-on-year; zinc metal production was 28,400 tons, increasing by 25.15%; copper metal output was 737.82 tons, growing by 29.90%; and silver metal production was 46.80 tons, up 40.08% [1] - Key capacity construction projects at Tajin Mining, including the tailings project, a 6 million tons/year technical renovation project, and a low-grade ore selection project, have made positive progress [1] - The main engineering of the tailings technical renovation project is expected to be completed within the year, which will effectively enhance the company's ore processing capacity [1] Group 3 - The company’s Argentina salt lake project has successfully completed preliminary compliance procedures and optimized infrastructure construction plans [2] - The project is strictly adhering to progress and financial control, achieving a significant reduction in operating costs through technological innovation and refined management [2] - The focus for the second half of the year will be on advancing the main engineering construction of lithium extraction from the salt lake, with an emphasis on further strengthening cost control [2]
紫金矿业8月25日现2笔大宗交易 总成交金额2.22亿元 溢价率为0.00%
Xin Lang Cai Jing· 2025-08-25 10:08
第2笔成交价格为22.21元,成交500.00万股,成交金额11,105.00万元,溢价率为0.00%,买方营业部为 海通证券股份有限公司国际部Y,卖方营业部为中信证券股份有限公司深圳滨海大道证券营业部。 炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 8月25日,紫金矿业收涨7.50%,收盘价为22.21元,发生2笔大宗交易,合计成交量1000万股,成交金额 2.22亿元。 第1笔成交价格为22.21元,成交500.00万股,成交金额11,105.00万元,溢价率为0.00%,买方营业部为 华泰证券股份有限公司总部,卖方营业部为中信证券股份有限公司深圳滨海大道证券营业部。 进一步统计,近3个月内该股累计发生44笔大宗交易,合计成交金额为8.76亿元。该股近5个交易日累计 上涨6.78%,主力资金合计净流出6.19亿元。 责任编辑:小浪快报 ...