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山东矿机(002526.SZ):上半年净利润9846.04万元 同比增长10.11%
Ge Long Hui A P P· 2025-08-21 08:45
格隆汇8月21日丨山东矿机(002526.SZ)公布2025年半年度报告,上半年公司实现营业收入10.46亿元 , 同比下降10.30%;归属于上市公司股东的净利润9846.04万元 ,同比增长 10.11%;归属于上市公司股东 的扣除非经常性损益的净利润2966.93万元 ,同比下降60.48%;基本每股收益0.0552元。 ...
安徽垣盛矿山机械有限公司成立 注册资本500万人民币
Sou Hu Cai Jing· 2025-08-16 01:22
Group 1 - Anhui Yuansheng Mining Machinery Co., Ltd. has been established with a registered capital of 5 million RMB [1] - The legal representative of the company is Xia Chengyan [1] - The business scope includes manufacturing of mining machinery, sales of machinery and equipment, and various technical services [1] Group 2 - The company is involved in the sales of security equipment, general equipment repair, and sales of chemical products (excluding licensed chemical products) [1] - It also engages in the sales of environmental protection specialized equipment, electrical instruments, plastic products, and non-metallic minerals and products [1] - The company is focused on new metal functional materials, precious metal smelting (excluding rare earths, radioactive minerals, and tungsten), and new organic active materials [1]
工业母机ETF(159667)涨超1.1%,政策与产业升级驱动需求预期
Mei Ri Jing Ji Xin Wen· 2025-08-13 06:01
中信建投指出,在全球矿山行业资本开支上行趋势下,矿山机械行业景气度提升,海外矿机公司营收、 订单延续高位水平。矿山机械市场大而广阔,新机与后市场合计规模超1200亿美元,其中后市场占比达 60%-70%。前端开采、运输设备价值量占比高于后端破碎、磨选环节。我国矿机企业正加速出海,通过 服务团队、仓储物流及产能出海等方式打破发展瓶颈,在高端市场取得突破。主要矿石价格稳中有升, 矿山资本开支持续上行,铜、铝等矿产价格稳健,金、银价格走高,支撑矿企资本开支增长预期。矿山 开采成本提升、矿石品位下降进一步推动机械需求,行业有望延续高景气。 工业母机ETF(159667)跟踪的是中证机床指数(931866),该指数从沪深市场中选取涉及机床制造及 相关产业链的上市公司证券作为指数样本,以反映国内机床行业上市公司证券的整体表现及发展趋势。 没有股票账户的投资者可关注国泰中证机床ETF发起联接A(017471),国泰中证机床ETF发起联接C (017472)。 注:如提及个股仅供参考,不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考,不预示 未来表现。市场观点随市场环境变化而变动,不构成任何投资建议或承诺。文中提及 ...
南矿集团:根据公司关联交易公告,黄金成品概算销售收入为3640万美元
(编辑 王雪儿) 证券日报网讯 南矿集团8月8日在互动平台回答投资者提问时表示,根据公司关联交易公告,公司子公 司Nanchang Mineral Systems Zimbabwe (Private) Limited与关联方Sucpass Gold Resources (Pvt) Limited签订了《Brownhill金矿项目第一期地表氧化矿堆浸项目经营合作协议》,黄金成品概算销售收 入为3640万美元,按Sucpass Gold占百分之二十五(25%)概算分成为910万美元、子公司占百分之七十 五(75%)概算分成为2730万美元的比例进行分配。该项目的计划开采时间不超过一年,具体开采结束 时间是矿石性质、浸出剂、环境、堆体管理及工艺目标共同作用的结果,实际生产中需通过试验优化参 数,在回收率与时间成本间找到平衡。 ...
中信建投:大市场、稳定需求、优质商业模式 国内矿机企业加速出海
智通财经网· 2025-08-06 06:21
Group 1 - The global mining industry is experiencing an upward trend in capital expenditure, leading to an increase in the mining machinery sector's prosperity, with overseas mining machinery companies maintaining high revenue and order levels [1][2] - Major mineral prices, such as copper and aluminum, are stable or rising, which is expected to support mining demand and capital expenditure in the medium to long term [2] - The mining machinery market is vast, with a global market size exceeding $120 billion, where the aftermarket accounts for 60%-70% of the total market [2] Group 2 - Chinese mining machinery companies are accelerating their efforts to capture overseas markets by enhancing product competitiveness and establishing benchmark projects [1][2] - The investment recommendation includes companies like XCMG, Shantui, SANY International, and Tongli, which are positioned well in the market due to their scale and innovation [3]
耐普矿机:截至2025年7月31日收盘,公司股东人数为12235户
Zheng Quan Ri Bao Wang· 2025-08-01 12:45
Core Viewpoint - The company, Nepean Mining Machinery (stock code: 300818), reported that as of July 31, 2025, the number of shareholders is 12,235 [1] Company Summary - Nepean Mining Machinery has engaged with investors through an interactive platform, providing updates on shareholder numbers [1]
布局海外金矿 南矿集团打造新利润增长点
Group 1 - The core point of the article is that Nanchang Mineral Group has signed a cooperation agreement with Sucpass Gold for the Brownhill gold mine project, which is expected to enhance the company's international market presence and brand recognition [1][2] - The agreement involves the subsidiary of Nanchang Mineral Group managing the surface oxidation ore mining and heap leaching processing at the Brownhill gold mine in Zimbabwe, with estimated gold sales revenue of $36.4 million, distributed as $9.1 million for Sucpass Gold and $27.3 million for the subsidiary [2] - Nanchang Mineral Group holds a 28% stake in Sucpass Gold through its wholly-owned subsidiary in Singapore, indicating that this related transaction aligns with the company's strategic planning and aims to boost revenue and profitability [3] Group 2 - The company focuses on the overseas metal mining market as a key growth area, with the recent agreement marking a significant breakthrough in upstream mining operations [2][4] - The mining machinery industry is experiencing trends such as accelerated localization and deepening service transformation, with Nanchang Mineral Group transitioning from a traditional equipment manufacturer to a "manufacturing + service" model [3][4] - The company is optimizing its customer structure, with increasing revenue from state-owned enterprises and large listed companies, while also building strong technical barriers and enhancing production capacity to support sustainable growth [4]
耐普矿机: 江西耐普矿机股份有限公司向不特定对象发行可转换公司债券募集说明书(修订稿)
Zheng Quan Zhi Xing· 2025-07-25 16:26
Core Viewpoint - Jiangxi Naipu Mining Machinery Co., Ltd. is issuing convertible bonds to unspecified investors, aiming to raise funds for business expansion and development in the mining machinery sector, particularly in response to increasing global demand for mining equipment and materials [1][12]. Group 1: Issuance Details - The company is issuing convertible bonds with a total amount not exceeding 4.5 billion yuan [1]. - The bonds have been rated A+ by Zhongzheng Pengyuan, indicating a stable credit outlook [1][2]. - The issuance complies with relevant regulations and does not provide any guarantees, increasing investment risk [1][3]. Group 2: Profit Distribution Policy - The company has a stable profit distribution policy, prioritizing cash dividends, with a minimum of 10% of distributable profits to be distributed as cash dividends if there are no major investment plans [2][4]. - Over the past three years, the company has distributed a total of 104.73 million yuan in cash dividends, representing 94.96% of the average distributable profits [7][8]. - The company aims to maintain a high cash dividend ratio, especially during stable operational periods [4][5]. Group 3: Market Environment and Opportunities - The mining machinery industry is experiencing significant growth due to increasing global demand for copper and other minerals, driven by the transition to green energy [12][14]. - The company has established a strong market presence in overseas markets, including Mongolia, Chile, and Mexico, with a notable increase in foreign sales [9][12]. - The demand for mining equipment and spare parts remains stable, even during economic downturns, due to the essential nature of these components in mining operations [13][14]. Group 4: Financial Performance - In the first quarter of 2025, the company reported a net profit of 5.66 million yuan, showing a slight increase compared to the previous year when excluding EPC business impacts [8][9]. - The company's gross profit margin has fluctuated, with recent figures indicating a margin of 36.58% [9]. - The company has faced challenges due to external economic factors, but its core business remains stable, with a focus on maintaining profitability [9].
南矿集团连收3个涨停板
近日该股表现 | 日期 | 当日涨跌幅(%) | 换手率(%) | 主力资金净流入(万元) | | --- | --- | --- | --- | | 2025.07.21 | 9.99 | 5.40 | 838.75 | | 2025.07.18 | 10.01 | 16.07 | 6323.58 | | 2025.07.17 | -0.77 | 1.44 | 55.56 | | 2025.07.16 | 0.49 | 1.92 | -112.61 | | 2025.07.15 | -0.91 | 2.18 | 16.01 | | 2025.07.14 | 1.56 | 2.74 | -176.24 | | 2025.07.11 | -0.35 | 1.67 | 0.00 | | 2025.07.10 | -0.07 | 1.89 | -198.89 | | 2025.07.09 | 0.50 | 3.35 | 57.94 | | 2025.07.08 | 0.57 | 2.42 | -17.17 | 注:本文系新闻报道,不构成投资建议,股市有风险,投资需谨慎。 (文章来源:证券时报网) 南矿集团盘中涨停, ...
耐普矿机:预计2025年上半年净利润同比下降73.32%-82.21%
news flash· 2025-07-15 12:33
Core Viewpoint - The company Nepean Mining (300818) expects a significant decline in net profit for the first half of 2025, with projections indicating a decrease of 73.32% to 82.21% year-on-year [1] Financial Performance - The estimated net profit attributable to shareholders is projected to be between 15 million to 22.5 million yuan [1] - The net profit after excluding non-recurring gains and losses is expected to range from 9.97 million to 17.47 million yuan, reflecting a year-on-year decline of 78.84% to 87.92% [1] Factors Influencing Performance - The performance decline is primarily attributed to a reduction in revenue recognition from EPC projects, increased fixed asset depreciation due to capital expenditures, foreign exchange gains, and the impact of non-recurring gains and losses [1]