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西部矿业第三季度营收增长43.2% 竞得茶亭铜多金属矿探矿权巩固资源优势
Zheng Quan Shi Bao Wang· 2025-10-24 13:17
值得关注的是,作为以矿产开发为稳定发展主业的有色金属龙头,公司同步披露竞拍取得安徽省宣州区 茶亭铜多金属矿勘查探矿权的公告,加强资源储备。公司10月24日股价涨幅为4.09%,报收于24.20元/ 股,与10月9日创下的近年来最高价持平。 10月24日晚间,西部矿业(601168)发布2025年三季报,公司1月至9月实现营业收入484.42亿元,较上 年同期增长31.90%,实现利润总额59.64亿元,同比增长12.39%,实现归母净利润29.45亿元,同比增长 7.80%。 铜铅金产销量增长单季营收创新高 公司三季报披露,公司冶炼铜、冶炼铅、金锭产销量以及价格较上年同期增长,带动营业收入高速增 长。公司前三季度矿产铜产量同比增加1.32%,矿产锌产量同比增加19.92%,矿产铅产量同比增加 21.02%。 其中,第三季度营收168.23亿元,为单季度历史新高,同比增速达到43.20%,比二季度的营收同比增速 7.67%有着大幅提升。同时,公司已连续2个季度归母净利润达到10亿元以上,第三季度净利润环比第 二季度也保持增长。 巩固资源优势把握铜价上行机遇 近年来,西部矿业在矿冶两端持续发力,增强全面发展韧性。 ...
中金岭南(000060) - 000060中金岭南投资者关系管理信息20250919
2025-09-19 07:20
Group 1: Resource and Mining Operations - The company prioritizes resource strategy, aiming to build a globally competitive non-ferrous metal industry chain, with significant holdings in major lead-zinc-silver mines in Asia [1] - As of the end of 2024, the company holds metal resources of 7.13 million tons of zinc, 3.66 million tons of lead, 143,000 tons of copper, 6,607 tons of silver, 90 tons of gold, 92,400 tons of nickel, 717 tons of gallium, 240 tons of germanium, and 16,500 tons of tungsten [1] Group 2: New Materials Sector - The company has entered the high-end new materials sector through internal innovation and external acquisitions, focusing on advanced materials such as high-performance powder materials and energy storage materials [2] - In 2023, the company acquired a leading domestic enterprise in thermal bimetals, rapidly entering the high-end composite metal materials market [2] Group 3: Future Development Strategy - The company adopts a "one body, two wings" strategy, focusing on mastering rich metal resources and developing deep processing industries for various metals and new materials [3] - The strategy emphasizes both external and internal development, aiming to enhance industrial chain layout and optimize product structure for high-quality growth [3] Group 4: Financial Performance (H1 2025) - In the first half of 2025, the company achieved a revenue of 31.089 billion yuan, a year-on-year increase of 1.54%, and a net profit of 559 million yuan, up 3.12% [4] - The company produced 125,400 tons of lead-zinc metal from its mining operations and 447,800 tons of copper-lead-zinc products from its smelting operations during the same period [4]
中金岭南(000060) - 000060中金岭南投资者关系管理信息20250904
2025-09-04 08:40
Group 1: Company Performance - In the first half of 2025, the company achieved an operating income of 31.089 billion yuan, a year-on-year increase of 1.54% [1] - The net profit attributable to shareholders was 559 million yuan, reflecting a year-on-year growth of 3.12% [1] - The company produced 125,400 tons of refined lead and zinc metals, with domestic mines contributing 76,000 tons [1] Group 2: Stock Issuance and Financial Strategy - The company plans to issue A-shares to raise no more than 1.5 billion yuan, aimed at supplementing working capital and repaying bank loans [2] - The funding from the controlling shareholder, Guangsheng Holdings Group, is expected to help reduce the asset-liability ratio and alleviate financial pressure [2] - The issuance is pending approval from the Shenzhen Stock Exchange and the China Securities Regulatory Commission, with uncertain timelines for approval [2] Group 3: Resource and Exploration Activities - The company prioritizes resource strategy, aiming to build a globally competitive non-ferrous metal industry chain [3] - As of the end of 2024, the company holds metal resources of 7.13 million tons of zinc, 3.66 million tons of lead, and 1.43 million tons of copper [3] - The company has successfully acquired several mining rights in Guangdong Province, enhancing its resource development capabilities [3] Group 4: New Materials Sector - The company has entered the high-end new materials sector through innovation and acquisitions, focusing on advanced materials [4] - Its subsidiary, Zhongjin Technology, specializes in high-performance powder materials and has received multiple national awards [4] - In 2023, the company acquired a leading domestic enterprise in the thermal bimetal sector, furthering its capabilities in composite metal materials [5]
西南证券给予西部矿业买入评级,2025中报点评:矿冶两端持续发力,玉龙三期高效推进
Mei Ri Jing Ji Xin Wen· 2025-08-04 06:40
Industry Insights - The supply-demand gap in the copper industry is expanding, indicating a long-term upward trend in copper prices [2] - The company is experiencing an increase in both copper production and prices, with the Yulong Copper Mine being a significant source of profit [2] - The third phase of the Yulong project is actively progressing [2] Company Analysis - Southwest Securities has issued a "buy" rating for Western Mining (601168.SH) with a latest price of 17.28 yuan [2]
稀土永磁板块持续活跃 北矿科技股价走出“五连板”
Xin Hua Cai Jing· 2025-06-13 13:57
Group 1: Company Overview - Beikong Technology is a high-tech enterprise engaged in efficient mining and metallurgy equipment and advanced magnetic materials, with a controlling shareholder being a large central enterprise under the State-owned Assets Supervision and Administration Commission [2] - The company has three wholly-owned subsidiaries involved in mining equipment and magnetic materials businesses [2] Group 2: Market Activity - The A-share rare earth permanent magnet sector has been active, with Beikong Technology's stock price reaching 27.53 yuan per share, achieving a涨停 (trading limit up) for five consecutive trading days, resulting in a price increase of over 60% [2] - Following the announcement of export controls on rare earth materials by the Ministry of Commerce, Beikong Technology's stock price surged, with a涨停 occurring on June 9 [3] Group 3: Industry Context - Rare earth elements, comprising 17 metals including lanthanides, scandium, and yttrium, are essential strategic resources for modern technology and industry, often referred to as "industrial vitamins" [3] - China dominates global rare earth supply, accounting for 80% of the total supply, and the demand for heavy rare earths is increasing due to the growth of industries such as robotics and electric vehicles [3] Group 4: Risk Disclosure - Beikong Technology announced on June 12 that its stock price had deviated significantly, with a cumulative increase of over 20% in two days, indicating abnormal volatility [4] - The company confirmed that there are no undisclosed significant matters affecting its operations, and the internal and external business environment remains stable [4]
四轮驱动聚势赋能“新质力”,构建青年人才发展“微生态”
Qi Lu Wan Bao Wang· 2025-04-24 09:52
近年来,乳山市将青年人才工作作为提升城市活力和创新创业的重要抓手,围绕青年人才成长发展需求,搭建集聚平台、拓展引育路 径、提升留居品质、保障成长成才,聚力打造青年人才发展"微生态"。 聚焦产业主导,优化"链主企业+人才"微生态 打造四大科创基地。依托全国单体最大平价海上风电产业,成立新能源(001258)实训基地、风电叶片技术创新示范基地、海上新能源 实证实验基地、海上风电叶片研发中心4大聚才基地,引进相关领域高层次创新人才30余人、青年科技人才500余人,加速了以新能源和 海工重型装备制造为代表的新兴产业做大成势。 构建三大育留机制。推动恒邦矿冶、玫德集团等冲击百亿目标企业,建立人才招引校企订单培养、人才培养双师带徒、人才留用福利分 房的全过程人才育留机制,2024年仅恒邦矿冶项目招引青年人才400余人。 拓展两大技能赛道。与威海高级技工学校、轨道交通等技工院校和智造企业合作,共建政校、政企技能人才实训基地,近年来通过冠名 培养、自主评价、竞赛晋升等渠道,培养高技能人才1.2万人,2025年计划新增自主评价企业40家,预计培养技能人才800余人。 聚焦成果转化,优化"科研平台+人才"微生态 品牌聚力。创树" ...