贵金属采选

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山金国际(000975):量利齐增 降本增效成效显著
Xin Lang Cai Jing· 2025-04-01 02:34
Core Insights - The company reported a significant increase in revenue and net profit for 2024, with total revenue reaching 13.59 billion yuan, up 67.6% year-on-year, and net profit attributable to shareholders at 2.17 billion yuan, up 52.6% year-on-year [1] - The company achieved a notable increase in gold production and sales, with gold production and sales reaching 8.04 tons and 8.05 tons respectively, representing year-on-year increases of 14.7% and 9.7% [2] - The company successfully completed the acquisition of Osino, adding 127.2 tons of gold resources and expected annual production of 5 tons, enhancing its asset scale and profit potential [3] Financial Performance - In Q4 2024, the company reported revenue of 1.51 billion yuan, with a year-on-year increase of 50% but a quarter-on-quarter decrease of 72.8% [1] - The company's net profit for Q4 2024 was 450 million yuan, reflecting a year-on-year increase of 45.7% but a quarter-on-quarter decrease of 31.7% [1] - The cost of gold production decreased significantly to 145 yuan per gram, down 31 yuan per gram year-on-year, while the unit selling price increased to 550 yuan per gram, up 100 yuan per gram year-on-year [2] Production and Efficiency - The company reported an increase in silver production and sales, with silver production at 196 tons and sales at 176 tons, showing a year-on-year increase of 1.6% and a decrease of 9.6% respectively [2] - The company achieved significant cost reduction and efficiency improvements through comprehensive cost-cutting initiatives across all operations [2] - The company plans to maintain gold production at no less than 8 tons in 2025, with other metals expected to match or exceed 2024 production levels [2] Strategic Developments - The completion of the Osino acquisition marks a significant step in the company's internationalization strategy, enhancing its resource base and production capabilities [3] - The company has adjusted its profit forecasts upward due to rising gold prices, projecting net profits of 2.9 billion, 3.1 billion, and 4.3 billion yuan for 2025-2027 [3] - The company maintains a strong investment rating, reflecting confidence in its growth potential and market conditions [3]
董事长辞职,玉龙股份欲“主动”退市
IPO日报· 2025-03-23 11:27
3月23日,玉龙股份(601028.SH)公告,公司董事长牛磊因个人原因申请辞去董事长、董事及董事会专门委员会委员职务。辞职后,牛磊不再担任公 司任何职务,公司或将成为今年首家主动退市的A股上市公司。 3月21日,玉龙股份(601028.SH)公告, 公 司经营状况不佳,现金流持续恶化,公司经营面临重大不确定性,为保护中小股东利益,经公司控股股东济 高(济南)资本投资有限公司(简称"济高资本")提议,并经公司董事会审议通过,公司拟以股东大会决议方式主动撤回A股股票在上交所的上市交易, 并申请股票进入全国中小企业股份转让系统退市板块继续交易。 同时本次终止上市方案设置异议股东及其他股东保护机制,公司拟通过玉龙股份控股股东济高资本向除济高资本以外现金选择权股权登记日登记在册的全 体A股股东提供现金选择权(限售或存在权利限制的股份等情形除外)。本次现金选择权的股权登记日拟定为4月16日。公司股票3月24日开市起复牌。(现 金选择权的行权价格为13.20元/股,高于停牌前收盘价13.04元/股。) 此前, 这家济南国资控股的上市公司因欠缴766.32万元税款被税务机关约谈警示。同时控股股东济高(济南)资本投资有限公司 ...