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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
Core Viewpoint - The recent transfer of shares for Zhihui Mining (02546) indicates a strategic move in the company's shareholder structure, with a significant market value involved in the transaction [1] Group 1: Company Overview - Zhihui Mining is a mining company focused on the exploration, mining, and production of zinc, lead, and copper in Tibet, China [1] - The company began trading on the Hong Kong Stock Exchange on December 19 [1] Group 2: Market Position - According to Shanghai Nonferrous Metals Network, Zhihui Mining ranks fifth in zinc concentrate production, fourth in lead concentrate, and fifth in copper concentrate production in Tibet for the year 2024 [1] Group 3: Shareholder Activity - On December 23, shareholders transferred shares from Futu Securities International Hong Kong to HSBC Hong Kong, with a total market value of HKD 60.7254 million, representing 6.22% of the company [1]
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]
新疆新鑫矿业涨超5% 印尼端政策预期情绪扰动 镍供需格局或有望改善
Zhi Tong Cai Jing· 2025-12-23 07:37
Group 1 - Xinjiang Xinxin Mining (03833) saw a stock increase of over 5%, currently up 5.22% at HKD 2.62, with a trading volume of HKD 34.72 million [1] - The Indonesian Nickel Miners Association (APNI) reported that the government's nickel ore production target for the 2026 work plan and budget (RKAB) is approximately 250 million tons, a significant decrease of 34% from the 379 million tons set in the 2025 RKAB [1] - CITIC Futures believes that if the quota is implemented as planned, it will have a substantial impact on the nickel market balance for 2026, with expectations of oversupply significantly declining [1] Group 2 - Xinjiang Xinxin Mining fully owns four nickel-copper mines: Kalatongke, Huangshandong, Huangshan, and Xiangshan, as well as two vanadium mines: Xianghejie and Mujiahe, and the Karachar fluorite mine [1]
港股异动 | 新疆新鑫矿业(03833)涨超5% 印尼端政策预期情绪扰动 镍供需格局或有望改善
智通财经网· 2025-12-23 07:35
Group 1 - Xinjiang Xinxin Mining (03833) saw a stock increase of over 5%, currently up 5.22% at HKD 2.62, with a trading volume of HKD 34.7288 million [1] - The Indonesian Nickel Miners Association (APNI) reported that the government's nickel ore production target for the 2026 work plan and budget (RKAB) is approximately 250 million tons, a significant decrease of 34% from the 379 million tons set in the 2025 RKAB [1] - CITIC Futures believes that if the quota is implemented as planned, it will have a substantial impact on the nickel market balance for 2026, with expectations of oversupply significantly declining [1] Group 2 - Xinjiang Xinxin Mining fully owns four nickel-copper mines: Kalatongke, Huangshandong, Huangshan, and Xiangshan, as well as two vanadium mines: Xianghejie and Mujiahe, and the Kalchaer fluorite mine [1]
海关总署:缅甸复产推进 11月中国锡矿进口增长明显
Wen Hua Cai Jing· 2025-12-23 06:38
Group 1 - The core point of the article highlights that China's imports of tin ore and concentrates in November 2025 showed a year-on-year decrease of 0.67% but a month-on-month increase of 12.73% [1] - Imports from Myanmar significantly increased, with a total of 7,190.21 tons (approximately 1,636.05 metal tons), marking a year-on-year increase of 92.16% and a month-on-month increase of 89.94% [1] - The total imports from other countries, excluding Myanmar, amounted to 7,909.13 tons (approximately 3,941.99 metal tons), reflecting a year-on-year decrease of 17.29% and a month-on-month decrease of 3.58% [1] Group 2 - The cumulative imports of tin concentrates from January to November reached approximately 118,100 tons, with a year-on-year decrease of 1.88% [1] - The significant increase in tin ore imports from Myanmar indicates a gradual recovery in production resumption [1]
盛屯矿业:公司始终高度关注海外形势并做相应部署
Zheng Quan Ri Bao Wang· 2025-12-22 13:44
证券日报网讯12月22日,盛屯矿业(600711)在互动平台回答投资者提问时表示,公司始终高度关注海 外形势并做相应部署,关于出口配额的增长,公司会积极争取相关支持。公司将根据政策及市场环境的 变化及时调整经营策略,努力实现公司利益最大化。 ...