有色金属资源开发

Search documents
调研速递|中国有色金属建设股份有限公司接受招商基金等6家机构调研,透露重要业务数据与发展规划
Xin Lang Zheng Quan· 2025-09-17 12:10
9月17日,中国有色金属建设股份有限公司在上海通过线下交流的形式,接受了招商基金、汇丰晋信、 海富通、华泰柏瑞、农银汇理等6家机构的特定对象调研,公司董事会秘书朱国祥接待了来访人员。 责任编辑:小浪快报 在业务占比与增长原因方面,2025年上半年有色金属资源开发业务营业收入20.13亿元,占比38.03%; 国际工程承包业务营业收入30.96亿元,占比58.50%。营业收入同比上升主要源于工程承包业务收入增 加。同时,公司在项目推进上成果显著,签约越南首个电解铝项目,印尼阿曼铜冶炼项目实现"双闪"工 艺全线贯通并获运维合同。 资源板块发展规划上,公司将持续推进成本管理和增储上产工作,通过并购、就矿找资源和工程换资源 等方式增厚资源家底,打造国内外资源开发基地,并积极争取"一带一路"沿线国家中大规模资源项目。 声明:市场有风险,投资需谨慎。 本文为AI大模型基于第三方数据库自动发布,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。受限于第三方数据库质量等问题,我们无法对数据的真实性及完整性进行分辨或核验, 因此本文内容可能出现不准确、 ...
中色股份(000758) - 2025年9月17日投资者关系活动记录表
2025-09-17 11:18
Company Overview - China Nonferrous Metal Construction Co., Ltd. was established in 1983 and listed on the Shenzhen Stock Exchange in 1997, evolving from a single foreign engineering contracting company to a comprehensive international enterprise covering the entire industrial chain of nonferrous metal resources development [2][3] - The company emphasizes market development and brand building, achieving continuous growth in new contract amounts [2] Financial Performance - In the first half of 2025, the company achieved revenue of CNY 5.292 billion, a year-on-year increase of 6.9%, with a net profit attributable to shareholders of CNY 441 million, up 40% compared to the same period last year [2][3] - The revenue composition for the first half of 2025 included CNY 2.038 billion from nonferrous metal resources development, accounting for 38.03%, and CNY 3.096 billion from international engineering contracting, accounting for 58.50% [2][3] Engineering Contracting Business - The engineering contracting business generated CNY 3.096 billion in revenue in the first half of 2025, reflecting a year-on-year increase of 28.44% [3] - The company signed new contracts totaling CNY 7.531 billion in the first half of 2025, including Vietnam's first electrolytic aluminum project and the successful implementation of the "dual flash" process in the Indonesia Oman copper smelting project [3] Resource Development Strategy - The company plans to enhance resource management and increase production through acquisitions, exploration, and engineering projects, focusing on developing resource bases in Northwest China (Qinghai, Inner Mongolia) and Central Asia (Kazakhstan) [3] - The company aims to seize resource development opportunities along the "Belt and Road" initiative, targeting medium to large-scale projects with service life exceeding 15 years [3] Competitive Advantage - As a leader in the nonferrous metal industry, the company operates in over 40 countries, establishing a unique international competitive advantage with a strong brand recognition [3] - The company covers the entire industrial chain of the nonferrous metal sector and focuses on complex mining engineering technology, enhancing operational efficiency and profitability [3] Strategic Positioning - The company primarily focuses on lead and zinc resources while also exploring opportunities in other nonferrous metal varieties [3] - The goal is to build an overseas engineering contracting platform and strengthen internal integration and business collaboration to enhance core competitiveness [3]
中色股份(000758) - 2025年5月19日投资者关系活动记录表
2025-05-19 09:28
编号:2025-003 | | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 □业绩说明会 | | 动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他(请文字说明其他活动内容) | | 活动参与人员 | 岗 华创证券 马金龙、刘 | | | 银河证券阎予露 | | | 中信证券云小虎 | | | 涛 深圳市前海国金资产管理有限公司王 | | | 国泽基金刘继勇 | | | 华新金控资产管理有限公司陈泓西 | | | 中财融商资本管理有限公司王文华 | | | 中乾景隆股权投资基金管理有限公司蒙钟书 | | | 金泰资本 张丽红 | | | 上市公司接待人员: | | | 董事会秘书 朱国祥 | | | 证券事务代表 赵旸 | | 时间 | 2025 年 5 月 19 日 | | 地点 | 中色股份 层会议室 16 | | 形式 | 线下交流 | | | 参观公司展厅,介绍公司基本情况。 1. | | | 中色股份成立于 1983 年,于 1997 年在深交所上市。经过四 | | | 十余年的持续探索,公司从单一的对外工程承包企业逐 ...
中色股份:2024年稳健前行 资源+工程双轮驱动彰显发展韧性
Zheng Quan Shi Bao Wang· 2025-05-11 12:17
Group 1 - The company reported a revenue of 8.918 billion yuan and a net profit of 402 million yuan for 2024, reflecting a year-on-year growth of 12.03% [1] - The international engineering contracting business achieved a revenue of 4.301 billion yuan, with a year-on-year growth of 7.39%, and new contract value reached 16.488 billion yuan, up 103.71% [1] - The company has a robust project reserve with 33 ongoing projects and a total contract value of 59.6 billion yuan, representing a year-on-year increase of 7.64% [1] Group 2 - The non-ferrous metal business generated a revenue of 4.291 billion yuan, with lead-zinc concentrate production at 69,300 tons and a gross margin of 65.12% [2] - In Q1 2025, the company achieved a revenue of 2.457 billion yuan and a net profit of 248 million yuan, indicating a strong start to the year [2] - The company plans to expand resource reserves through mergers and acquisitions, focusing on domestic and international resource development bases [2] Group 3 - The company has a strong contract reserve in its engineering business, which will support future growth [3] - The company aims to enhance project undertaking capabilities by focusing on advanced engineering technology and innovative contracting models [3] - The company has integrated value management into its strategic planning and aims to improve investor relations and share growth dividends with investors [3]
中色股份(000758) - 2025年5月8日投资者关系活动记录表
2025-05-08 10:58
Financial Performance - In 2024, the company achieved a revenue of 89.18 billion CNY, with a net profit attributable to the parent company of 4.02 billion CNY, representing a year-on-year growth of 12.03% [2] - The revenue composition by industry shows that non-ferrous metal resource development accounts for 48.11%, international engineering contracting 48.23%, equipment manufacturing 2.34%, and other businesses 1.32% [2] - The geographical revenue distribution indicates that domestic business accounts for 49.10% while overseas business accounts for 50.90% [2] Contract and Project Development - In 2024, the company signed new contracts worth 164.88 billion CNY, marking a significant year-on-year increase of 103.71% [6] - The company aims to enhance its resource base through acquisitions and strategic partnerships, focusing on large-scale resource projects with a service life of over 15 years [3] Industry Trends and Opportunities - The non-ferrous metal industry is transitioning from rapid growth to high-quality development, emphasizing new technology development and resource optimization [4] - The demand for new materials in sectors such as renewable energy and aerospace is increasing, indicating a rapid growth period for non-ferrous metal new materials [4] Market and Value Management - The company prioritizes market value management, emphasizing value creation and technological innovation, while actively engaging with investors [5] - A profit distribution plan for 2024 has been established to share growth dividends with investors [5] Competitive Advantages - The company has over 40 years of experience in international engineering contracting and nearly 20 years in non-ferrous resource development, establishing strong competitive advantages [7] - It possesses a comprehensive coverage of the entire industry chain, from exploration to operation services [7] - The company is recognized as a leading brand in the international engineering and non-ferrous metal sectors, with significant projects in over 20 countries along the "Belt and Road" initiative [7]