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紫金矿业上半年盈利大涨50%,碳酸锂放量但卡库拉矿段复产时间待定
Sou Hu Cai Jing· 2025-08-28 03:37
在黄金业务方面,紫金矿业也取得了重要进展。公司计划将其主要黄金资产分拆上市,这些资产包括位于南美、中亚、非洲和大洋洲的八座世界级大型黄金 矿山。随着黄金价格的上涨,这些矿山的资源储量有望实现大幅提升。紫金矿业表示,此举体现了其加大黄金业务投资的信心,对于实现2028年矿产金100- 110吨的产量目标具有重要战略意义。 在碳酸锂业务方面,尽管上半年未能完成产量计划,但紫金矿业表示,这主要是由于锂市场低迷,公司有意放缓建设节奏。目前,随着锂价有所回暖,公司 仍按照放缓节奏的安排进行,注重夯实成本基础。阿根廷3Q锂盐湖一期工程预计将于2025年9月正式投料投产,湘源锂矿采选工程也预计在同一时间前具备 带料试车条件。 尽管锂业务取得了显著进展,但紫金矿业在铜矿业务方面却遭遇了一些挑战。其位于刚果(金)的卡莫阿-卡库拉铜矿卡库拉矿段,在上半年多次发生矿 震,导致东区大面积被淹,井下采矿作业被迫暂停。此次淹井事件对紫金矿业的铜产量计划产生了重大影响,全年产量预期从52-58万吨下调至37-42万吨。 紫金矿业表示,矿震对财产的破坏非常严重,特别是东段矿井被水淹没,目前主要任务是抽水,恢复生产还需较长时间。 尽管面临这些 ...
【异动股】3个月暴涨13倍!Dateline Resources (ASX:DTR)美国黄金稀土项目备受瞩目股价持续飙升
Sou Hu Cai Jing· 2025-07-16 12:49
Group 1: Dateline Resources - Dateline Resources Ltd (ASX:DTR) shares surged by 26.26% on Tuesday, with a remarkable increase of nearly 1300% over the past three months [4][2] - The company owns the Colosseum project in California, which is considered to have rare earth exploration potential similar to the nearby Mountain Pass mine [4] - The Colosseum gold mine received approval to restart mining operations in early April and was highlighted by former President Trump as the "second rare earth element mine in the U.S." [4] - Dateline Resources has appointed Simon Slesarewich as COO to lead the Colosseum project towards production and drive significant growth [4] Group 2: Anson Resources - Anson Resources Ltd (ASX:ASN) shares increased by 25.00% on Tuesday, with a current price of 0.09 AUD and a market capitalization of 125 million AUD [8][9] - The company sent two tons of lithium-rich brine samples from its Green River lithium project in Utah to South Korea for lithium extraction testing by strategic partner POSCO [8][9] - This testing is part of POSCO's due diligence process to determine investment in a demonstration plant for the Green River lithium project [9] Group 3: Bowen Coking Coal - Bowen Coking Coal Limited (ASX:BCB) has applied for a voluntary suspension of its securities to facilitate critical debt restructuring and financing negotiations [14] - The company received a payment demand of approximately 15 million AUD from BUMA Australia Pty Ltd and is in urgent discussions with various parties, including senior lenders and the Queensland Revenue Office [14] - BCB expects to resume trading before July 28, 2025, contingent upon reaching agreements on debt restructuring or alternative arrangements [14] Group 4: Ballard Mining - Ballard Mining Ltd (ASX:BM1) debuted on the Australian Stock Exchange with a 48.00% increase, closing at 0.37 AUD [15][18] - The company raised 30 million AUD through its IPO, issuing 120 million shares at an initial price of 0.25 AUD per share [18] - The Mt Ida project, which was transferred from Delta Lithium Limited, has a total resource of 10.3 million tons with a gold grade of 3.33 g/t, containing approximately 1.1 million ounces of gold [18] Group 5: Unico Silver - Unico Silver Ltd (ASX:USL) shares rose by 28.79% following significant drilling results at the La Negra deposit in Argentina [20] - The drilling encountered high-grade silver mineralization, with a notable intercept of 90 meters averaging 144 g/t silver equivalent, including segments of 718 g/t and 559 g/t [20] - Unico Silver aims to define over 150 million ounces of silver equivalent resources for potential open-pit mining [20] Group 6: BHP and Strategic Partnerships - BHP has signed memorandums of understanding with BYD's FinDreams Battery and CATL to enhance collaboration on decarbonization goals in mining operations [24] - The partnership with BYD focuses on electrifying mining fleets and developing fast-charging technologies [24] - Collaboration with CATL aims to explore opportunities in battery development, energy storage systems, and battery recycling in the mining sector [24]
新财富·董秘特辑 | 张文宇:以韧性破周期,解码天齐锂业A+H资本新范式
新财富· 2025-05-29 07:35
历经二十一载岁月沉淀,新财富金牌董秘评选已成为中国资本市场极具权威性与公信力的标杆评选,不仅见证 了中国资本市场蓬勃发展的壮阔征程,更以专业视角镌刻下时代变革的深刻印记。金牌董秘群体凭借卓越的专 业素养与创新实践能力,持续优化上市公司治理、深化投资者关系管理,已然成为推动中国资本市场向高质量 发展迈进的一股重要力量。 值此新财富董秘评选二十一周年之际,诚邀历届金牌董秘,分享企业战略、发展历程与职业经验,以实战洞见 解构资本风云,共探行业发展逻辑。 2021 年冬,夜已深,风正凛,川西的第一场雪还没落下,成都高新区高朋东路一间会议室的灯却一 直亮着。彼时的天齐锂业,刚刚走出历史性的债务危机,挺过行业低谷,全球锂资源正值风口,企业 正站在重新出发、重塑格局的关键拐点。也是在那个时刻,张文宇——一位拥有多年不同领域公司治 理和管理经验的资深人士,进入了天齐锂业。 这是一场不谋而合的相遇:一边是正谋求全球化战略深化、在产业与资本之间寻找再一次突破的中国 锂业龙头;一边是熟稔境内外规则体系、跨越多元背景的复合型管理者。行业周期正值转折,公司迈 入治理结构成熟、业务版图拓展、估值重构的"临界时刻",而张文宇,也恰在其职业 ...