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中金岭南股价涨5.15%,国泰海通资管旗下1只基金重仓,持有618.96万股浮盈赚取198.07万元
Xin Lang Cai Jing· 2026-01-09 03:00
国泰海通中证500指数增强A(014155)成立日期2021年12月15日,最新规模23.16亿。今年以来收益 5.38%,同类排名1271/5509;近一年收益47.06%,同类排名1381/4198;成立以来收益37.22%。 国泰海通中证500指数增强A(014155)基金经理为胡崇海、邓雅琨。 截至发稿,胡崇海累计任职时间4年27天,现任基金资产总规模136.84亿元,任职期间最佳基金回报 74.26%, 任职期间最差基金回报-0.09%。 1月9日,中金岭南涨5.15%,截至发稿,报6.53元/股,成交7.86亿元,换手率2.76%,总市值290.01亿 元。 资料显示,深圳市中金岭南有色金属股份有限公司位于广东省深圳市福田深南大道6013号中国有色大厦 23-26楼,成立日期1984年9月1日,上市日期1997年1月23日,公司主营业务涉及主要从事铅锌等有色金 属的采矿、选矿、冶炼、销售及有色金属贸易业务;铝型材、幕墙门窗、电池材料等业务。主营业务收 入构成为:铜冶炼产品65.69%,有色金属贸易业务13.52%,铅锌冶炼产品12.39%,精矿产品5.45%,电 池、复合材料4.35%,铝型材0. ...
湖南白银股价涨5.12%,永赢基金旗下1只基金位居十大流通股东,持有2273.12万股浮盈赚取886.52万元
Xin Lang Cai Jing· 2026-01-06 03:12
1月6日,湖南白银涨5.12%,截至发稿,报8.00元/股,成交16.65亿元,换手率9.11%,总市值225.85亿 元。 黄金股ETF(517520)基金经理为刘庭宇。 截至发稿,刘庭宇累计任职时间2年147天,现任基金资产总规模213.54亿元,任职期间最佳基金回报 105.12%, 任职期间最差基金回报-1.99%。 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。 责任编辑:小浪快报 资料显示,湖南白银股份有限公司位于湖南省郴州市苏仙区白露塘镇福城大道1号,成立日期2004年11 月8日,上市日期2014年1月28日,公司主营业务涉及以银、铅、锌等有色金属矿采选、冶炼和深加工为 主,已形成"有色金属矿产资源探采选—多金属冶炼综合回收—精深加工"的一体化生产体系和全产业链 布局,并综合回收金、铋、锑、锌、铜、铟、钯等有价金属。主营业务收入构成为:有色金属及其制品 99.87%,其他(补充)0.13%。 从湖南白银十大流通股东角度 数据显示,永赢基金旗下1只基金位居湖 ...
新金路:子公司广西有色栗木矿业拟投资4.96亿元实施采矿选矿冶炼项目一期工程
Xin Lang Cai Jing· 2025-12-29 10:36
新金路公告,子公司广西有色栗木矿业有限公司拟投资4.96亿元实施60万吨/年采矿改造工程项目、150 万吨/年选矿项目、钽铌(钨、锡)资源冶炼综合利用技改项目一期工程。项目一期基建范围位于水溪 庙矿床,主要开拓工程包括水溪庙矿床的胶带斜井(平巷)、主溜井及溜破系统、首采中段 (-105m、-145m、-185m中段)的采准切割、-185m中段二级排水设施、利旧井巷扩帮等,主要设备安 装工程包括副井提升系统、胶带斜井带式输送机、辅助盲斜井提升系统、猴车井架空乘人装置、溜破系 统、一二级排水系统、中段轨路铺设等;公辅设施工程主要包括中央配电站、空压机房、通风机房、调 度中心修缮等。 ...
中条山有色金属集团原董事长王树琪被查
中央纪委国家监委网站12月28日消息,据山西省纪委监委消息:日前,经山西省委批准,山西省纪委监委对中条山有色金属集团有限公司原党委书记、董 事长王树琪严重违纪违法问题进行立案审查调查。 经查,王树琪理想信念丧失,纪法底线失守,无视中央八项规定精神,违规收受礼金;违背组织原则,在职务调整中为他人谋取利益并收受财物;利用职 务便利,为他人在工程承揽、款项结算等方面谋取利益,并非法收受巨额财物;利用职务便利,从自己亲友经营管理的单位采购不合格商品,致使国家利 益遭受特别重大损失。 王树琪严重违反党的组织纪律、廉洁纪律,构成严重职务违法并涉嫌受贿、为亲友非法牟利犯罪,且在党的十八大后不收敛、不收手,性质严重,影响恶 劣,应予严肃处理。依据《中国共产党纪律处分条例》《中华人民共和国监察法》《中华人民共和国公职人员政务处分法》等有关规定,经山西省纪委常 委会会议研究并报山西省委批准,决定给予王树琪开除党籍处分;按规定取消其享受的待遇;收缴其违纪违法所得;将其涉嫌犯罪问题移送检察机关依法 审查起诉,所涉财物一并移送。 索比光伏网 https://news.solarbe.com/202512/29/50015755.htm ...
深耕沃土 强链报国——驰宏锌锗以“四个特强”汇聚高质量发展新动能
Xin Lang Cai Jing· 2025-12-24 10:32
"要时刻保持资源危机感,把矿产资源作为发展基石。"中铝集团党组深刻指出。 近年来,驰宏锌锗加大老矿区深边部找矿,深挖重点区域资源,"十四五"期间新增铅锌资源储量远大于当期消耗量。截至2025年底,保有铅锌资源储量位 居国内同行业首位、全球第二位,资源优势地位持续巩固。 春耕夏耘,秋收冬藏。 "十四五"期间,云南驰宏锌锗股份有限公司(以下简称"驰宏锌锗")深耕资源沃土,聚力打造科技创新、矿产资源、高端先进材料、绿色低碳低成本数智 化"四个特强",不仅筑牢了国家战略性金属"粮仓",更在企业发展的广袤田野上,蹚出一条从"广积粮"到"收好粮"、从"吃杂粮"到"播绿粮"的全链条转型 升级之路。 5年来,该公司经营效益实现跨越式增长,发展根基日益厚实:营业收入较"十三五"增长三分之一,利润实现倍增,资产负债率持续稳定在40%以下的健 康水平,抗风险能力稳步增强,在高质量发展的"宏"途上蹄疾步稳、粮丰仓实。 从"吃得饱"到"广积粮" "我们在传统理论认为不具有成矿条件的地层,开辟了'第二找矿空间'。"会泽矿业地质工作者胡体才介绍,在世界罕见的特富型铅锌矿床——会泽矿区的 深边部,已探获可观的金属量,预计未来还有巨大的找矿潜 ...
白银有色4.2亿美元海外购铜储量增3倍 频频收购债务210亿前三季亏逾3亿
Chang Jiang Shang Bao· 2025-12-01 06:33
Core Viewpoint - The company, Baiyin Nonferrous Metals (601212.SH), is significantly expanding its copper resource portfolio through a major overseas acquisition in Brazil, which has been approved by its board and the Gansu Provincial State-owned Assets Supervision and Administration Commission [1][2][3]. Acquisition Details - Baiyin Nonferrous Metals plans to acquire a copper project in Brazil for a total consideration of $420 million through its wholly-owned subsidiary [2][3]. - The acquisition will increase the company's copper metal resource from 221,700 tons to approximately 930,000 tons, enhancing its resource reserves significantly [2][5]. - The deal involves acquiring 100% equity of Serrote Participações S.A. and AMH 2 (Jersey) Limited, with the estimated price for Serrote at $316 million and AMH 2 at $100 million, plus a net debt repayment of approximately $104 million [3][4]. Financial Performance - Despite the expansion through acquisitions, the company's profitability has not improved significantly, reporting a loss of 311 million yuan in the first three quarters of the year [2][6]. - As of September 30, the company had interest-bearing liabilities of approximately 21 billion yuan, with financial expenses reaching 621 million yuan in the same period [2][7]. - The company's revenue for the first three quarters was 69.046 billion yuan, a slight decrease of 0.74% year-on-year, while the net profit saw a dramatic decline of 506.33% compared to the previous year [7]. Historical Context - Since its IPO in 2017, Baiyin Nonferrous Metals has made several significant acquisitions, including a $2.83 billion purchase of a U.S. mining company and a 1.173 billion yuan acquisition of a mining company in China [5][6]. - The company's revenue has increased by 30.34 billion yuan from 2017 to 2023, but net profit has decreased by 156 million yuan in the same period, indicating a trend of revenue growth without corresponding profit increases [6].
山东恒邦冶炼股份有限公司关于提前赎回“恒邦转债”的第二十一次提示性公告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:002237 证券简称:恒邦股份公告编号:2025-105 债券代码:127086 债券简称:恒邦转债 山东恒邦冶炼股份有限公司 关于提前赎回"恒邦转债"的第二十一次提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整,没有虚假记载、误导性陈述或重大遗 漏。 特别提示: 1."恒邦转债"赎回价格:100.28元/张(含当期应计利息,当期年利率为0.6%,且当期利息含税),扣税 后的赎回价格以中国证券登记结算有限责任公司深圳分公司(以下简称"中登公司")核准的价格为准。 2.赎回条件满足日:2025年10月17日 3.停止交易日:2025年11月25日 5.停止转股日:2025年11月28日 6.赎回日:2025年11月28日 7.赎回资金到账日(到达中登公司账户):2025年12月3日 8.投资者赎回款到账日:2025年12月5日 9.赎回类别:全部赎回 10.最后一个交易日可转债简称:Z邦转债 4.赎回登记日:2025年11月27日 11.根据安排,截至2025年11月27日收市后仍未转股的"恒邦转债"将被强制赎回。本次赎回完成后, ...
中金岭南(000060):Q3业绩符合预期,铜冶炼收入增长
Huaan Securities· 2025-11-03 06:44
Investment Rating - The investment rating for the company is "Buy" (maintained) [2] Core Views - The company reported a revenue of 48.459 billion yuan for the first three quarters of 2025, representing a year-on-year increase of 11.79%. The net profit attributable to the parent company was 841 million yuan, up 5.18% year-on-year. In Q3 alone, the revenue was 17.370 billion yuan, an increase of 18.65% year-on-year, with a net profit of 282 million yuan, up 9.51% year-on-year [4] - The prices of copper, lead, and zinc in Q3 2025 were 79,900 yuan/ton, 16,900 yuan/ton, and 22,300 yuan/ton, reflecting year-on-year changes of +6%, -7%, and -5% respectively. The production of refined lead and zinc metals in H1 2025 was 125,400 tons, down 10.11% year-on-year, while the smelting output of copper, lead, and zinc was 447,800 tons, up 5.61% year-on-year. The increase in revenue is primarily attributed to the smelting segment, with copper smelting revenue reaching 20.421 billion yuan, a year-on-year increase of 31.33% [5] - The company is accelerating resource accumulation and production at its mining operations, including the large-scale Fankou lead-zinc-silver mine in Asia and several other lead-zinc mines in Guangxi, Australia, and the Dominican Republic. The focus on high-end processing in the smelting segment is expected to enhance product value and optimize profitability [6] Financial Forecast - The company is projected to achieve net profits attributable to the parent company of 1.152 billion yuan, 1.274 billion yuan, and 1.341 billion yuan for the years 2025, 2026, and 2027 respectively, with corresponding P/E ratios of 19, 17, and 16 [7] - Key financial indicators for 2025E include revenue of 62.445 billion yuan, a year-on-year growth of 4.3%, and a net profit of 1.152 billion yuan, reflecting a growth of 6.5% year-on-year [9]
西部矿业股价跌5.01%,中银证券旗下1只基金重仓,持有21.21万股浮亏损失25.45万元
Xin Lang Cai Jing· 2025-11-03 02:29
Group 1 - The core point of the news is that Western Mining Co., Ltd. experienced a decline of 5.01% in its stock price, reaching 22.77 CNY per share, with a trading volume of 542 million CNY and a turnover rate of 0.98%, resulting in a total market capitalization of 54.261 billion CNY [1] - Western Mining is primarily engaged in the mining, smelting, and trading of non-ferrous metals such as copper, lead, zinc, and iron, with 99.70% of its revenue coming from product sales [1] Group 2 - According to data, a fund under Bank of China Securities holds a significant position in Western Mining, with the Bank of China Value Selection Mixed Fund (002601) owning 212,100 shares, accounting for 3.67% of the fund's net value, making it the eighth largest holding [2] - The Bank of China Value Selection Mixed Fund has a total asset size of 127 million CNY and has achieved a year-to-date return of 30.39%, ranking 3002 out of 8223 in its category [2] Group 3 - The fund manager of the Bank of China Value Selection Mixed Fund is Lin Bocheng, who has been in the position for 7 years and 237 days, with a total asset size of 1.186 billion CNY, achieving a best return of 110.75% during his tenure [3] - Co-manager Zhao Yingfang has been in the role for 225 days, managing assets of 127 million CNY, with a best return of 28.74% during her tenure [3]
盛屯矿业股价跌5.3%,华泰保兴基金旗下1只基金重仓,持有120万股浮亏损失70.8万元
Xin Lang Cai Jing· 2025-11-03 02:05
Core Points - The stock of Shengtun Mining fell by 5.3% on November 3, closing at 10.55 CNY per share, with a trading volume of 630 million CNY and a turnover rate of 1.89%, resulting in a total market capitalization of 32.606 billion CNY [1] - Shengtun Mining, established on January 14, 1997, and listed on May 31, 1996, is based in Xiamen, Fujian Province, and primarily engages in non-ferrous metal mining, metal value-added services, and cobalt materials [1] - The company's revenue composition includes 66.55% from energy metals, 27.88% from basic metals, and 5.56% from metal trading and other activities [1] Fund Holdings - Huatai Baoxing Fund holds a significant position in Shengtun Mining, with its Huatai Baoxing Jinianli Fund (006642) owning 1.2 million shares, representing 3.78% of the fund's net value, making it the tenth largest holding [2] - The fund has incurred an estimated floating loss of approximately 708,000 CNY due to the stock's decline [2] - The Huatai Baoxing Jinianli Fund was established on December 25, 2018, with a current size of 327 million CNY, achieving a year-to-date return of 21.01% and a one-year return of 21.49% [2] Fund Manager Information - The fund manager of Huatai Baoxing Jinianli is Shang Shuohui, who has been in the position for 8 years and 227 days, managing assets totaling 1.006 billion CNY [3] - During his tenure, the fund has achieved a best return of 141.05% and a worst return of -38.16% [3]