有色金属矿采选业

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有色板块强势,钴、镍概念表现亮眼,华友钴业等涨停
Zheng Quan Shi Bao Wang· 2025-09-30 02:41
Group 1 - The core viewpoint of the news is the strong performance of the non-ferrous metal sector, particularly cobalt and nickel concepts, with several companies reaching their daily limit up [1] - The Ministry of Industry and Information Technology, along with seven other departments, has issued a "Non-Ferrous Metal Industry Stabilization Growth Work Plan (2025-2026)" [1] - The plan sets a target for the non-ferrous metal industry to achieve an average annual value-added growth of around 5% from 2025 to 2026, with a 1.5% average annual growth in the production of ten non-ferrous metals [1][2] Group 2 - The plan emphasizes the development of domestic resources for copper, aluminum, and lithium, with a target of exceeding 20 million tons in recycled metal production [2] - It proposes a new round of exploration strategies to enhance resource investigation for copper, aluminum, lithium, nickel, cobalt, and tin, aiming to generate new exploration results [2] - The document also aims to optimize the competitive landscape in oversupplied sectors such as alumina, copper smelting, and lithium carbonate, suggesting a focus on the profit elasticity of related sector companies [2]
内蒙古兴业银锡矿业股份有限公司第十届董事会第二十二次会议决议公告
Shang Hai Zheng Quan Bao· 2025-09-29 21:04
1、审议通过了《关于公司为银漫矿业融资提供担保的议案》 一、董事会会议召开情况 内蒙古兴业银锡矿业股份有限公司(以下简称"公司")第十届董事会第二十二次会议通知于2025年9月 26日以专人送达、电子邮件等方式发出,会议于2025年9月29日以通讯方式召开。本次会议应参加表决 董事9人,实际收到表决票9张。会议的召集、召开、表决符合《公司法》及《公司章程》的规定,决议 合法有效。 二、董事会会议审议情况 证券代码:000426 证券简称:兴业银锡公告编号:2025-78 内蒙古兴业银锡矿业股份有限公司 第十届董事会第二十二次会议决议公告 本公司及董事 会全体成员保证公告内容真实、准确和完整,没有虚假记载、误导性陈述或 者重大遗 漏。 本议案已经公司董事会审计与法律委员会审查通过。具体内容详见公司同日于巨潮资讯网 (www.cninfo.com.cn)上披露的《兴业银锡:关于公司为子公司银漫矿业融资提供担保的公告》(公告 编号:2025-79)。 表决结果:同意9票,反对0票,弃权0票。 2、公司董事会审计与法律委员会会议文件。 特此公告 内蒙古兴业银锡矿业股份有限公司董事会 二〇二五年九月三十日 证券代码:0 ...
云南铜业回复深交所问询:发行股份购买资产并募集配套资金事项解析
Xin Lang Cai Jing· 2025-09-29 13:59
登录新浪财经APP 搜索【信披】查看更多考评等级 2025年9月2日,云南铜业收到深圳证券交易所上市审核中心下发的《关于云南铜业股份有限公司发行股 份购买资产并募集配套资金申请的审核问询函》。公司及相关中介机构就审核问询函所提问题进行讨论 分析,并在《云南铜业股份有限公司发行股份购买资产并募集配套资金暨关联交易报告书(草案)》中 进行补充披露。以下为本次问询回复的重点内容。 持续经营能力 1行业及市场情况 铜产业链周期、市场供需、价格及冶炼加工费波动受全球经济周期等多因素影响。全球铜矿资源供给趋 紧,开发建设周期长,我国铜资源储备匮乏,自给率低,高度依赖进口。未来铜资源供需紧张,铜价有 望持续走强。 短期内,铜冶炼产能投放及库存去化挤压冶炼加工费,但长期来看,冶炼加工费下降趋势不可持续,随 产能出清有望触底回升。随着经济企稳及下游应用领域发展,国内铜需求将稳定增长。 2交易对资源储量及自给率影响 交易前,上市公司保有铜资源金属量365.09万吨,铜平均品位0.38%;凉山矿业保有铜资源金属量77.97 万吨,铜平均品位1.16%。交易后,凉山矿业成为上市公司控股子公司,将提升上市公司铜资源储备及 质量,提高冶 ...
2025年1-8月工业企业效益数据点评:利润率获持续推动,工企利润同比增速转正
BOHAI SECURITIES· 2025-09-29 10:58
Group 1: Profit Growth and Trends - The profit growth rate of industrial enterprises in the first eight months of 2025 turned positive, increasing by 0.9% year-on-year[1] - In August 2025, the profit of industrial enterprises saw a significant monthly increase of 20.4% year-on-year[1] - The operating revenue of industrial enterprises maintained stability, achieving a year-on-year growth of 2.3% in the first eight months[3] Group 2: Economic Indicators - The industrial added value for the same period grew by 6.2% year-on-year, a slight decrease of 0.1 percentage points compared to the first seven months[3] - The revenue profit margin for industrial enterprises was 5.24%, showing a year-on-year decline of 1.9%, but the decline rate narrowed compared to the first seven months[3] - Among 41 major industrial sectors, 17 sectors achieved positive profit growth in the first eight months, with notable increases in transportation equipment manufacturing and resource recycling industries[4] Group 3: Future Outlook and Risks - The future profitability of industrial enterprises will depend on the implementation of "anti-involution" policies, particularly in capacity management, which is a key observation point[4] - There are risks related to the optimization of market competition order and external environmental uncertainties that could disrupt domestic economic stability[5] - The semiconductor industry's profitability is expected to improve due to increased capital expenditure by domestic AI companies[4]
调研速递|盛达金属资源接受长江证券等2家机构调研 聚焦矿山投产与并购计划
Xin Lang Cai Jing· 2025-09-29 10:14
Group 1: Company Overview - Honglin Mining's Caiyuanzi Copper-Gold Mine is located in the southern segment of the Ganzi-Litang-Muli fault zone, characterized by easily selectable ore with low carbon and arsenic content, allowing for controllable costs. The company anticipates product output during the trial production phase, with specific production figures to be detailed in the 2025 annual report [1] - The company has been focusing on acquiring high-quality precious metal resources, particularly silver and gold, with plans to acquire operating or planned mines that have mining licenses and a service life exceeding 15 years. The acquisition strategy considers pricing and industry cycles to avoid high-cost purchases, with potential overseas acquisitions planned after stable development [2] Group 2: Production Plans - Dongsheng Mining has obtained a mining license for the Bayannur Silver-Polymetallic Mine, with a production scale of 250,000 tons per year and an estimated silver metal reserve of 556.32 tons at an average grade of 284.90 grams per ton. The company aims to commence production by 2026 without the need for a processing plant or tailings dam, planning to outsource processing to its subsidiary [3] - After the production of Honglin Mining and Dongsheng Mining, the company's main products will include silver-lead concentrate, silver-zinc concentrate, gold-silver concentrate, copper-gold concentrate, and a small amount of silver and gold ingots [4] Group 3: Capacity and Future Outlook - Both Guangda Mining and Jindu Mining have a registered production capacity of 300,000 tons per year and are currently operating at full capacity [5] - The production of silver metal is expected to increase following Dongsheng Mining's production launch, with Jinshan Mining's capacity gradually increasing to 480,000 tons per year and potential expansion applications. Silver Capital Mining is in the process of integrating mining rights and surrounding exploration rights, which is expected to enhance production after completion [6] Group 4: Financial and Operational Insights - The company's mining subsidiaries have seen a significant increase in royalty and other tax payments compared to the same period last year, with details available in the 2025 semi-annual report. Future tax payments will depend on local policies [7] - Jinshan Mining faced delays in processing operations due to cold weather in northeastern Inner Mongolia, resulting in later processing plant operations and product sales primarily occurring in the third quarter. The company plans to adjust processing times flexibly in the future [7]
盛达资源(000603) - 000603盛达资源投资者关系管理信息20250929
2025-09-29 09:38
Group 1: Mining Operations - The Caiyuanzi Copper Mine is located in the Ganzi-Litang-Muli fault zone, an important precious metal mineralization belt in China [1] - The average copper grade at the Caiyuanzi Copper Mine is 0.48%, with a licensed production scale of 396,000 tons/year [2] - Dongsheng Mining's Bayannur Silver Polymetallic Mine has a licensed production scale of 250,000 tons/year and is expected to start production by 2026 [3] Group 2: Future Production and Capacity - The company anticipates an increase in silver production following the completion of the Bayannur Silver Polymetallic Mine [4] - Jingshan Mining's production capacity is expected to gradually increase to 480,000 tons/year, with plans to apply for further expansion based on resource availability [4] - Both Guangda Mining and Jindu Mining have a licensed production scale of 300,000 tons/year and are currently operating at full capacity [3] Group 3: Financial and Taxation Insights - The company has seen a significant increase in tax payments compared to the same period last year, as detailed in the 2025 semi-annual report [5] - Future tax payments will depend on local government policy requirements [5] Group 4: Mergers and Acquisitions Strategy - The company plans to focus on acquiring high-quality precious metal resources, targeting mines with a service life of over 15 years and necessary mining permits [2] - The company aims to avoid high-priced acquisitions and will consider market conditions to expedite production [2]
宝鼎科技:聘任李凌博为公司内审负责人
Mei Ri Jing Ji Xin Wen· 2025-09-29 08:19
2025年1至6月份,宝鼎科技的营业收入构成为:制造业占比87.43%,有色金属矿采选业占比12.57%。 每经AI快讯,宝鼎科技(SZ 002552,收盘价:16.49元)9月29日晚间发布公告称,经公司第五届董事 会审计委员会提名和审查资格,公司董事会同意聘任李凌博先生为公司内审负责人。 截至发稿,宝鼎科技市值为64亿元。 每经头条(nbdtoutiao)——农夫大战怡宝,抢到更多蛋糕的却是宗馥莉!农夫绿瓶上市后,怡宝上 演"滑铁卢":市占率大跌近5个百分点 (记者 曾健辉) ...
华钰矿业股价涨5.05%,南方基金旗下1只基金位居十大流通股东,持有606.05万股浮盈赚取781.8万元
Xin Lang Cai Jing· 2025-09-29 05:49
9月29日,华钰矿业涨5.05%,截至发稿,报26.85元/股,成交8.73亿元,换手率4.06%,总市值220.16亿 元。 截至发稿,崔蕾累计任职时间6年328天,现任基金资产总规模949.76亿元,任职期间最佳基金回报 145.53%, 任职期间最差基金回报-15.93%。 资料显示,西藏华钰矿业股份有限公司位于西藏拉萨经济技术开发区格桑路华钰大厦,成立日期2002年 10月22日,上市日期2016年3月16日,公司主营业务涉及有色金属采矿、选矿、地质勘查及贸易业务。 主营业务收入构成为:国外自产金45.30%,国内自产铅锑精矿(含银)33.37%,国内自产锌精矿14.87%, 国外自产锑5.63%,其他(补充)0.54%,国内自产铜精矿0.30%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 从华钰矿业十大流通股东角度 责任编辑:小浪快报 数据显示,南方基金旗下1只基金位居华钰矿业十大流通股东。南方中证1000ETF(512100)二季度增 持115.25万股 ...
市值重回1000亿,华友钴业,熬过“至暗时刻”
Tai Mei Ti A P P· 2025-09-29 04:23
Core Viewpoint - The resurgence of the non-ferrous metals sector is highlighted, particularly with the rise of cobalt and lithium prices, benefiting companies like Huayou Cobalt [1][2]. Market Performance - Huayou Cobalt's stock has shown significant resilience, with a price increase of 18.9% since September, while the Shanghai Composite Index fell by 0.77% [1]. - Over the past three months, Huayou Cobalt's stock price surged by 54.32%, leading to a market capitalization of 105.4 billion yuan [1][8]. Company Background - Huayou Cobalt was established in 2002, initially focusing on cobalt resources, and has since expanded its operations internationally, particularly in the Democratic Republic of Congo [3][4]. - The company has undergone significant transformations, evolving from a resource seller to an integrated player in the resource-refining-sales chain [4]. Cyclical Nature of the Industry - The non-ferrous metals industry, including cobalt and nickel, is characterized by strong cyclical trends, with Huayou Cobalt experiencing three notable cycles of boom and bust [5][6]. - The first cycle (2015-2017) saw cobalt prices soar due to demand from the smartphone and electronics sectors, followed by a sharp decline [5]. - The second cycle (2019-2022) was marked by a significant drop in cobalt prices due to adjustments in the new energy battery industry, leading to a drastic reduction in Huayou's profits [5]. - The third cycle began in 2023, with an oversupply in the market impacting Huayou's performance [6]. Recent Performance and Recovery - In the first half of 2023, Huayou Cobalt reported revenue of 37.2 billion yuan, a year-on-year increase of 23.78%, and a net profit of 2.711 billion yuan, up 62.26% [7][8]. - This performance marks the company's best half-year results in recent years, driven by the recovery in cobalt and nickel prices [8]. Price Trends and Future Outlook - Cobalt prices have rebounded from a low of $9.95 per pound earlier in the year, influenced by supply constraints from the Democratic Republic of Congo [9]. - Nickel, which constitutes a significant portion of Huayou's revenue, has also shown signs of recovery due to supply restrictions and rising production costs [10]. - The development of solid-state battery technology is expected to further boost nickel demand, positioning Huayou Cobalt favorably for future growth [10].
有色金属行业稳增长划定重点 将实施新一轮找矿突破战略行动
Xin Hua Wang· 2025-09-29 02:08
相关企业也将加快行动。中铝集团董事长段向东表示,中铝集团将深度融入国家新一轮找矿突破战 略行动,加强国内重点成矿带内的矿产资源调查与勘察,积极开展现有矿山深、边部找矿,加快新矿山 建设,推动增储上产。进一步完善矿产资源获取机制,提升战略性矿产资源全球配置能力。 记者9月28日从工业和信息化部获悉,近日工业和信息化部、自然资源部、商务部、中国人民银行 等八部门联合印发《有色金属行业稳增长工作方案(2025-2026年)》(以下简称《工作方案》),结 合"十五五"行业发展规划研究,提出行业稳增长的两年目标任务,并围绕保资源、优供给、促转型、拓 消费、强合作等五方面提出工作举措。其中明确将促进资源高效利用,提高资源保障水平,实施新一轮 找矿突破战略行动。 有色金属行业是重要的基础性产业,资源种类众多、产业关联度高、战略价值突出。中国有色金属 工业协会的数据显示,今年1至6月,十种有色金属产量4032万吨,同比增长2.9%,规模以上工业增加 值同比增长7.6%,有力支撑了航空航天、新能源、新一代信息技术等战略性新兴产业发展和工业经济 增长。 "但也要看到,行业发展仍面临不少深层次结构性问题,内外部挑战交织。"中国有色 ...