有色金属矿采选业
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山金国际(000975)8月15日主力资金净流入3633.43万元
Sou Hu Cai Jing· 2025-08-15 08:04
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。 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。 来源:金融界 金融界消息 截至2025年8月15日收盘,山金国际(000975)报收于18.15元,下跌0.33%,换手率 1.13%,成交量28.61万手,成交金额5.18亿元。 资金流向方面,今日主力资金净流入3633.43万元,占比成交额7.01%。其中,超大单净流出59.79万 元、占成交额0.12%,大单净流入3693.22万元、占成交额7.12%,中单净流出流出182.47万元、占成交 额0.35%,小单净流出3450.95万元、占成交额6.66%。 山金国际最新一期业绩显示,截至2025一季报,公司营业总收入43.21亿元、同比增长55.84%,归属净 利润6.94亿元,同比增长37.91%,扣非净利润7.04亿元,同比增长40 ...
坚持三核驱动 华锡有色上半年净利润增长9.49%
Shang Hai Zheng Quan Bao· 2025-08-15 06:50
Group 1 - The company reported a revenue of 2.787 billion yuan, representing a year-on-year increase of 23.66% [1] - The net profit attributable to shareholders reached 382 million yuan, showing a year-on-year growth of 9.49% [1] - The main business activities include exploration, mining, and processing of non-ferrous metals, with key products being tin, zinc, lead, antimony, and copper concentrates [1] Group 2 - The company holds significant mineral reserves of tin, antimony, and zinc, ranking among the top in the country, which supports its long-term sustainable development [1] - The company adheres to five operational philosophies: leading efficiency, new quality empowerment, collaborative efficiency, cash is king, and risk control [2] - As the only state-owned listed company in the non-ferrous metal industry in Guangxi, the company benefits from favorable external conditions and policy support [2]
国金证券给予华锡有色买入评级:业绩符合预期,重视锑锡共振
Mei Ri Jing Ji Xin Wen· 2025-08-15 06:24
国金证券8月15日发布研报称,给予华锡有色(600301.SH,最新价:25.76元)买入评级。评级理由主 要包括:1)业绩基本符合预期;2)费用管控优秀,资本结构良好;3)地方国资有色核心上市平台, 增产上量积极推进;4)锑、锡涨价有望共振。风险提示:锡锑价格波动;项目进度不及预期;元素替 代风险。 (文章来源:每日经济新闻) ...
盛屯矿业集团股份有限公司 关于召开2025年半年度业绩说明会的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-08-15 03:45
登录新浪财经APP 搜索【信披】查看更多考评等级 重要内容提示: ●会议召开时间:2025年8月22日(星期五)下午15:00-16:00 ●会议召开地点:上海证券交易所上证路演中心(网址:https://roadshow.sseinfo.com/) ●会议召开方式:上证路演中心网络互动 ●投资者可于2025年8月15日(星期五)至8月21日(星期四)16:00前登录上证路演中心网站首页点击"提问预 征集"栏目或通过公司邮箱600711@600711.com进行提问。公司将在说明会上对投资者普遍关注的问题 进行回答。 盛屯矿业集团股份有限公司(以下简称"公司")已于2025年7月30日发布公司2025年半年度报告,为便 于广大投资者更全面深入地了解公司2025年半年度经营成果、财务状况,公司计划于2025年8月22日 (星期五)15:00-16:00举行2025年半年度业绩说明会,就投资者关心的问题进行交流。 一、说明会类型 本次投资者说明会以网络互动形式召开,公司将针对2025年半年度的经营成果及财务指标的具体情况与 投资者进行互动交流和沟通,在信息披露允许的范围内就投资者普遍关注的问题进行回答。 二、说明 ...
港股异动 五矿资源(01208)再涨近5% 上半年利润同比增超15倍 机构称下半年纯利有望环比增长
Jin Rong Jie· 2025-08-15 03:01
智通财经获悉,五矿资源(01208)再涨近5%,截至发稿,涨4.59%,报4.79港元,成交额7157.26万港 元。 中银国际发布研报称,预计公司2025年下半年净利润将按半年增长4%。保守假设其铜产量按半年下降 10%,其中Las Bambas的铜产量根据其全年指引中点预计,按半年下降20%。公司在6月和7月初因采矿 相关的道路封锁后,于指引中留有足够缓冲空间。若营运不再出现中断,该矿全年产量可望超过40万 吨。 本文源自:智通财经网 消息面上,五矿资源公布中期业绩,上半年收入为28.17亿美元,同比增长47%;公司权益持有人应占 溢利3.4亿美元,同比增长1511%。收入增长主要由于销量增加及商品价格上涨。利润增长主要得益于 旗下三座铜矿的铜产量全面提升、铜、金、银、锌市场价格上扬,以及LasBambas单位成本下降。 ...
华锡有色(600301):业绩符合预期 重视锑锡共振
Xin Lang Cai Jing· 2025-08-15 02:24
Core Viewpoint - The company reported its 2025 H1 results, showing a revenue increase of 23.66% year-on-year and a net profit growth of 9.49% [1] Financial Performance - In 2Q25, the company achieved a revenue of 1.543 billion yuan, representing a quarter-on-quarter increase of 23.95% and a year-on-year increase of 19.55% [1] - The net profit for 2Q25 was 228 million yuan, with a quarter-on-quarter increase of 48.87% and a year-on-year increase of 2.22% [1] - The main products, antimony, tin, lead, and zinc, saw price changes of +42.98%, +3.75%, -1.36%, and -5.90% respectively on a quarter-on-quarter basis, and +86.08%, +1.58%, -5.89%, and -2.96% on a year-on-year basis [2] - The gross profit margin for 2Q25 increased by 32.57% quarter-on-quarter and 11.58% year-on-year, while the gross profit margin level decreased year-on-year due to a decline in sales of self-produced antimony and tin products [2][3] Cost Management and Capital Structure - The company maintained excellent cost control, with total expenses for 2Q25 at 102 million yuan, showing a quarter-on-quarter increase of 3.03% and year-on-year stability [2] - The expense ratio for 2Q25 was 6.61%, decreasing by 1.34 percentage points quarter-on-quarter and 1.30 percentage points year-on-year [3] - The company's asset-liability ratio was 35.84% at the end of 2Q25, reflecting a continuous optimization of the capital structure [3] Growth Initiatives - As a core listed platform under the Guangxi State-owned Assets Supervision and Administration Commission, the company is actively implementing a three-year action plan to increase production [3] - The company is advancing the development of mining resources in the Nandan County copper and tin-zinc mining area, with production capacity expected to expand to 3.5 million tons per year [3] Price Outlook - Antimony prices are expected to rebound due to a recovery in exports and increasing demand, while tin prices are also projected to rise due to limited production recovery in Wa State and strong inventory support [3] Earnings Forecast and Valuation - The company is projected to achieve revenues of 5.7 billion, 6.8 billion, and 7.5 billion yuan for 2025-2027, with net profits of 980 million, 1.58 billion, and 1.86 billion yuan respectively [4] - The expected earnings per share (EPS) for the same period are 1.54, 2.50, and 2.95 yuan, corresponding to price-to-earnings (PE) ratios of 17, 10, and 9 times [4]
五矿资源再涨近5% 上半年利润同比增超15倍 机构称下半年纯利有望环比增长
Zhi Tong Cai Jing· 2025-08-15 02:02
五矿资源(01208)再涨近5%,截至发稿,涨4.59%,报4.79港元,成交额7157.26万港元。 中银国际发布研报称,预计公司2025年下半年净利润将按半年增长4%。保守假设其铜产量按半年下降 10%,其中Las Bambas的铜产量根据其全年指引中点预计,按半年下降20%。公司在6月和7月初因采矿 相关的道路封锁后,于指引中留有足够缓冲空间。若营运不再出现中断,该矿全年产量可望超过40万 吨。 消息面上,五矿资源公布中期业绩,上半年收入为28.17亿美元,同比增长47%;公司权益持有人应占 溢利3.4亿美元,同比增长1511%。收入增长主要由于销量增加及商品价格上涨。利润增长主要得益于 旗下三座铜矿的铜产量全面提升、铜、金、银、锌市场价格上扬,以及LasBambas单位成本下降。 ...
烟台金景矿业投资有限公司成立,注册资本1000万人民币
Sou Hu Cai Jing· 2025-08-15 02:01
经营范围含以自有资金从事投资活动;选矿;金属矿石销售;非金属矿及制品销售;常用有色金属冶 炼;铁合金冶炼;钢、铁冶炼;贵金属冶炼;稀有稀土金属冶炼;金属材料制造;金属材料销售;矿山 机械销售;有色金属铸造;新型金属功能材料销售;金银制品销售;高性能有色金属及合金材料销售; 基础地质勘查;地质勘查技术服务;采矿行业高效节能技术研发;技术服务、技术开发、技术咨询、技 术交流、技术转让、技术推广;工程管理服务。(除依法须经批准的项目外,凭营业执照依法自主开展 经营活动)许可项目:非煤矿山矿产资源开采;矿产资源勘查;金属与非金属矿产资源地质勘探;深海 海底区域资源勘探开发。(依法须经批准的项目,经相关部门批准后方可开展经营活动,具体经营项目 以相关部门批准文件或许可证件为准) 企业名称烟台金景矿业投资有限公司法定代表人于建环注册资本1000万人民币国标行业采矿业>有色金 属矿采选业>常用有色金属矿采选地址中国(山东)自由贸易试验区烟台片区古现街道福州路11号内2 号201企业类型其他有限责任公司营业期限2025-8-14至无固定期限登记机关烟台经济技术开发区市场监 督管理局 天眼查显示,近日,烟台金景矿业投资有限公司 ...
国金证券:给予华锡有色买入评级
Zheng Quan Zhi Xing· 2025-08-15 01:17
Core Viewpoint - The performance of Huaxi Nonferrous (600301) meets expectations, with a focus on the resonance of antimony and tin prices, leading to a "Buy" rating from Guojin Securities analysts Wang Qinyang and Jin Yuntao [1] Financial Performance - For H1 2025, the company achieved a revenue of 2.787 billion yuan, a year-on-year increase of 23.66%, and a net profit attributable to shareholders of 382 million yuan, up 9.49% year-on-year [2] - In Q2 2025, revenue reached 1.543 billion yuan, a quarter-on-quarter increase of 23.95% and a year-on-year increase of 19.55%; net profit was 228 million yuan, up 48.87% quarter-on-quarter and 2.22% year-on-year [2] Price Trends and Sales - In Q2 2025, the prices of the company's main products (antimony, tin, lead, and zinc) changed as follows: antimony +42.98%, tin +3.75%, lead -1.36%, zinc -5.90% quarter-on-quarter; and antimony +86.08%, tin +1.58%, lead -5.89%, zinc -2.96% year-on-year [3] - Sales volumes for lead-antimony concentrate, tin ingots, and zinc ingots changed quarter-on-quarter by +3.98%, +13.01%, and -10.40% respectively [3] Profitability and Cost Management - The company's gross profit and gross margin in Q2 2025 increased by 32.57% and 6.97 percentage points quarter-on-quarter, and by 11.58% and decreased by 6.71 percentage points year-on-year, respectively [3] - The company maintained excellent cost control, with Q2 2025 period expenses at 102 million yuan, a quarter-on-quarter increase of 3.03% and flat year-on-year [4] - The asset-liability ratio at the end of Q2 2025 was 35.84%, showing a continuous optimization of the capital structure [4] Growth Initiatives - As a core listed platform under the Guangxi State-owned Assets Supervision and Administration Commission, the company is actively implementing a three-year action plan, including projects to increase mining capacity from 330,000 tons/year to 450,000 tons/year [4] - The company is also advancing the development of tin-zinc mineral resources in the Tongkuang mining area, with production capacity expanded to 3.5 million tons/year [4] Price Outlook - Antimony prices are expected to rise due to a recovery in exports and approaching demand inflection points, while tin prices are also anticipated to increase due to limited production recovery and strong inventory support [4] Earnings Forecast and Valuation - The company is projected to achieve revenues of 5.7 billion yuan, 6.8 billion yuan, and 7.5 billion yuan for 2025, 2026, and 2027 respectively, with net profits of 980 million yuan, 1.58 billion yuan, and 1.86 billion yuan [5] - The estimated earnings per share (EPS) for the same years are 1.54 yuan, 2.50 yuan, and 2.95 yuan, corresponding to price-to-earnings (PE) ratios of 17, 10, and 9 times [5]
华锡有色: 广西华锡有色金属股份有限公司第九届董事会第二十次会议决议公告
Zheng Quan Zhi Xing· 2025-08-14 16:39
Core Points - The company held its 20th meeting of the 9th Board of Directors on August 13, 2025, with all 9 directors present, confirming compliance with relevant laws and regulations [1] - The company reported positive year-on-year growth in production and operational indicators for the first half of 2025, focusing on enhancing core competitiveness in the specialty metals industry [1] - The company emphasized the integration of production operations, capital management, and technological empowerment as key drivers for growth [1] Group 1 - The company implemented comprehensive safety and environmental measures in the first half of 2025, successfully preventing major safety incidents and environmental events [2] - The Board approved the half-year report and its summary, with unanimous support from all directors [2][3] - The Board also approved a special report on the storage and actual use of raised funds for the first half of 2025, with unanimous support [3] Group 2 - The Board approved adjustments to the expected daily related transactions for 2025, with a majority vote in favor [3] - A resolution was passed to convene the fourth extraordinary general meeting of shareholders on September 1, 2025, to discuss several key proposals [3][4] - The company provided notifications and materials related to the upcoming extraordinary general meeting on the Shanghai Stock Exchange website [4][5]