有色金属回收利用
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飞南资源:金属价格上涨时购销价差增大,对营收和经营业绩有积极影响
Sou Hu Cai Jing· 2025-12-26 08:44
声明:市场有风险,投资需谨慎。本文为AI基于第三方数据生成,仅供参考,不构成个人投资建议。 有投资者在互动平台向飞南资源提问:"尊敬的董秘,您好!近期国际铜、银价格持续上涨,作为以金 属资源化产品为主营的公司,我们注意到这可能对公司营收产生积极影响。请问: 1. 价格传导机制: 当前铜、银价上涨如何通过公司金属购销价差传导至实际营收?资源化产品定价周期(如周/月度调 价)是否已充分捕捉近期涨价红利? 2. 套保策略优化:公司在期货套保比例、合约期限等方面是否根 据近期单边上涨行情动态调整?如何平衡风险对冲与利润释放?" 针对上述提问,飞南资源回应称:"您好,感谢您的关注!公司主要从事有色金属类危废处置及再生资 源回收利用业务,公司产出的资源化产品包括电解铜、镍精粉、锌锭、锡锭、金锭、银锭、钯粉等,市 场流通性强,销售时参照金属市场实时价格定价,随行就市。公司盈利主要来源于金属购销价差。由于 金属购销存在时间差,当金属价格呈上升趋势时,购销价差增大,对营收和经营业绩有积极影响。公司 根据现货需要使用期货合约对部分存货金属进行价格风险管理。公司开展期货套期保值业务不以投机为 目的,主要是为了平衡现货价格波动的风险 ...
飞南资源(301500) - 2025年09月19日投资者关系活动记录表
2025-09-19 09:50
Group 1: Investor Interaction and Company Performance - The company will disclose the number of shareholders in its periodic reports as of September 19 [2] - The stock price has decreased by over 10% in the last four days, but the company assures that operations are normal and management is focused on improving efficiency and inventory control [2][3] - The company aims to enhance its core competitiveness through a complete industrial recycling loop for multiple metals, including copper, nickel, zinc, and gold [3][6] Group 2: Future Growth and Strategic Plans - The company is committed to expanding its resource recycling capabilities and aims to increase the variety of metals processed, thereby enhancing profitability [3][4] - The company has received recognition as a "Green Factory" and is focused on sustainable development practices [4] - New projects, including the resource utilization of industrial waste salt and the dismantling of electronic waste and scrapped vehicles, are underway [5][6] Group 3: Market and Operational Insights - The company has established a procurement network across multiple provinces in China and is exploring overseas market opportunities [4] - The company is closely monitoring policy changes and market opportunities to strengthen its position in the "urban mining" sector [6] - Currently, the company does not own any metal mining resources but focuses on recycling industrial solid waste to extract valuable metals [6]