摩根士丹利发表报告指，紫金矿业2025年业绩预告大致符合预期，初步净利润为510亿至520亿元，按年 增长59-62%，大摩预期为524亿元；第四季隐含利润为132亿至142亿元，低于第三季的146亿元，主要 因年终销售管理费用上升。 另外，紫金矿业2025年矿产金90吨(2024年73吨)，矿产铜109万公吨(2024年产量107万吨)，矿产银437吨 (2024年436吨)，碳酸锂2.5万吨(2024年2.61万吨)。至于2026年产能目标，分别是矿产金105吨、矿产铜 120万吨、矿产银520吨，碳酸锂12万吨。该行维持紫金矿业"增持"评级，目标价46.1港元。 ...

智通财经APP获悉，摩根士丹利发布研报称，紫金矿业(02899)2025年业绩预告大致符合预期。公司2025 年初步净利润为510亿至520亿元人民币，同比增长59-62%，相比之下，大摩预期为524亿元人民币。 2025年第四季隐含利润为132亿至142亿元人民币，低于第三季的146亿元人民币，主要因年终销售管理 费用上升。该行维持紫金"增持"评级，目标价46.1港元。 另外，紫金矿业2025年矿产金90吨(2024年73吨)，矿产铜109万公吨(2024年产量107万吨)，矿产银437吨 (2024年436吨)，碳酸锂2.5万吨(2024年2.61万吨)。至于2026年产能目标，分别是矿产金105吨、矿产铜 120万吨、矿产银520吨; 碳酸锂12万吨。 ...

融资融券数据显示，该股最新（12月30日）两融余额82.33亿元，其中，融资余额为81.69亿元，近5日融 资余额合计增加7.73亿元，增幅为10.45%。（数据宝） （文章来源：证券时报网） 紫金矿业股价出现异动，截至今日9时50分，股价大涨5.03%，成交1.03亿股，成交金额35.25亿元，换 手率为0.50%，公司发布的最新业绩预告显示，预计2025年实现净利润510.00亿元—520.00亿元，净利 润同比增长59.00%—62.00%。 资金面上看，紫金矿业近5日主力资金总体呈净流出状态，累计净流出5.04亿元，其中，上一交易日主 力资金全天净流出2.15亿元。 ...

公司提出2026年度主要矿产品产量计划，矿产金105吨、矿产铜120万吨、当量碳酸锂12万吨、矿产银 520吨。 本文源自：财华网 业绩预增主要原因是期内主要矿产品产量同比增加，其中矿产金约90吨(2024年度：73吨)、矿产铜(含卡 莫阿权益产量)约109万吨(2024年度：107万吨)、矿产银约437吨(2024年度：436吨)、当量碳酸锂(含藏格 矿业5-12月产量)约2.5万吨(2024年度：261吨)；及矿产金、矿产铜、矿产银销售价格同比上升。 【财华社讯】紫金矿业(02899.HK)AH股双双上涨，截至发稿，紫金矿业H股涨3.39%，报36.56港元。紫 金矿业(601899.SH)A股涨4.64%，报34.43元。消息面上，该公司公布，预计2025年度实现归属于上市公 司股东的净利润约510亿-520亿元(人民币,下同)，同比增加约59%-62%；归属于上市公司股东的扣除非 经常性损益的净利润约475亿-485亿元，同比增加约50%-53%。 ...

融资融券数据显示，该股最新(12月30日)两融余额82.33亿元，其中，融资余额为81.69亿元，近5日融资 余额合计增加7.73亿元，增幅为10.45%。注：本文系新闻报道，不构成投资建议，股市有风险，投资需 谨慎。 紫金矿业股价出现异动，截至今日9时50分，股价大涨5.03%，成交1.03亿股，成交金额35.25亿元，换 手率为0.50%，公司发布的最新业绩预告显示，预计2025年实现净利润510.00亿元—520.00亿元，净利 润同比增长59.00%—62.00%。 资金面上看，紫金矿业近5日主力资金总体呈净流出状态，累计净流出5.04亿元，其中，上一交易日主 力资金全天净流出2.15亿元。 ...

Core Viewpoint - Minmetals Resources (01208) has seen a significant stock increase of over 5% following the approval of the major expansion project for the Khoemacau copper mine in Botswana, which aims to enhance production capacity and optimize costs [1] Group 1: Project Approval and Details - On December 29, Minmetals Resources announced the approval of the feasibility study for the Khoemacau copper mine expansion project and has officially commenced construction [1] - The project aims to increase annual production capacity to 130,000 tons of copper concentrate and over 4 million ounces of associated silver [1] - The expansion will involve extending the mining area to the northern part of Zone 5, as well as the Mango and Zeta northeastern deposits, and constructing a new processing plant with an annual capacity of 4.5 million tons [1] Group 2: Financial Implications - The total capital expenditure for the project is estimated to be approximately $900 million, including related expenditures before 2026 [1] - The expansion is expected to enhance the total processing capacity of the mine to over 8 million tons per year [1] - The average C1 cost during the mine's lifespan is projected to be optimized to below $1.60 per pound, a significant reduction from the actual C1 cost of $2.05 per pound recorded for the six months ending June 30, 2025 [1] Group 3: Strategic Importance - This expansion project is considered a crucial strategic initiative aimed at improving the long-term profitability and production scale of the company's copper asset portfolio [1]

智通财经APP获悉，紫金矿业(02899)涨超3%，截至发稿，涨3.51%，报36.6港元，成交额6.42亿港元。 消息面上，12月30日，紫金矿业发布2025年业绩预告，预计全年实现归母净利润约510-520亿元，同比 增长约59%-62%，再创历史新高。2025年，公司主营产品持续放量，矿产金同比增长23.5%至90吨，矿 产铜同比增长2%至109万吨。公司指出，根据此次公告披露，其2026年产量仍将保持高速增长：矿产金 105吨、矿产铜120万吨、当量碳酸锂12万吨、矿产银520吨。这一目标如按期完成，矿产金产量将较原 计划提前两年突破百吨大关。 ...

消息面上，12月30日，紫金矿业发布2025年业绩预告，预计全年实现归母净利润约510-520亿元，同比 增长约59%-62%，再创历史新高。2025年，公司主营产品持续放量，矿产金同比增长23.5%至90吨，矿 产铜同比增长2%至109万吨。公司指出，根据此次公告披露，其2026年产量仍将保持高速增长：矿产金 105吨、矿产铜120万吨、当量碳酸锂12万吨、矿产银520吨。这一目标如按期完成，矿产金产量将较原 计划提前两年突破百吨大关。 紫金矿业（601899）(02899)涨超3%，截至发稿，涨3.51%，报36.6港元，成交额6.42亿港元。 ...

Core Viewpoint - Minmetals Resources (01208) has approved the feasibility study for the significant expansion project at the Khoemacau copper mine in Botswana, aiming to enhance annual production capacity to 130,000 tons of copper concentrate and over 4 million ounces of associated silver [1] Group 1: Project Details - The expansion project will extend the mining area to the northern part of Zone 5, as well as the Mango and Zeta northeastern deposits [1] - A new processing plant with an annual capacity of 4.5 million tons will be constructed, increasing the total processing capacity of the mine to over 8 million tons per year [1] - The total capital expenditure for the project is estimated at approximately $900 million, including related expenditures before 2026 [1] Group 2: Financial Impact - The project is expected to produce the first batch of copper concentrate in the first half of 2028 [1] - The average C1 cost during the mine's lifespan is projected to be optimized to below $1.60 per pound, a significant reduction from the actual C1 cost of $2.05 per pound recorded for the six months ending June 30, 2025 [1] - This expansion is a strategic initiative aimed at enhancing the long-term profitability and production capacity of the company's copper asset portfolio [1]

Group 1 - The core viewpoint of the news is the performance and market position of Inner Mongolia Xingye Silver Tin Mining Co., Ltd, which has seen a stock price increase of 1.12% to 37.11 CNY per share, with a total market capitalization of 65.894 billion CNY [1] - The company was established on August 23, 1996, and listed on August 28, 1996, focusing on the mining and smelting of non-ferrous and ferrous metal resources [1] - The main business revenue composition includes: silver (34.80%), tin (30.81%), zinc (19.32%), lead (5.12%), iron (3.34%), antimony (2.90%), copper (2.01%), gold (0.66%), bismuth (0.32%), and other minerals (0.72%) [1] Group 2 - From the perspective of fund holdings, Western Li De Fund has a significant position in Xingye Silver Tin, with its quantitative growth mixed fund holding 326,800 shares, accounting for 0.97% of the fund's net value [2] - The fund has achieved a year-to-date return of 34.1% and a one-year return of 31.81%, ranking 2655 out of 8085 in its category [2] - The fund manager, Sheng Fengyan, has a tenure of 9 years and 40 days, with the best fund return during this period being 198.21% [3]