黑色金属矿采选业

Search documents
了解我的上市公司:投资者探寻宝地矿业谋局区域基建新机遇 千万吨采矿证落地夯实未来业绩增长基础
Zheng Quan Shi Bao Wang· 2025-08-24 10:25
在座谈交流环节,针对投资者关心的公司铁矿石产能扩张以及未来随着在建项目的陆续投产和产业的横 向并购逐步完善,业绩或将处于上升期的背景下,宝地矿业将如何更好地回报投资者等相关问题,公司 相关负责人表示,2025年上半年,备战矿业已经取得了新疆自然资源厅核发的1000万吨/年采矿许可 证,天华矿业200万吨/年募集资金投资项目规模变更已取得项目核准批复。公司各所属矿山建设项目均 在稳步推进中,筹划发行股份并募集配套资金收购葱岭能源正在稳步推进,其320万吨/年项目建设相关 工作也在有序开展。宝地矿业重点项目的稳步推进,将构建起公司资源开发与产能释放的核心引擎,为 中长期战略落地与可持续发展筑牢根基。 上述负责人还表示,自2023年3月上市以来,公司已开展现金分红4次,累计金额达2.66亿元。其中, 2024年中期加年度两次合计派发现金红利总额7000万元,占公司2024年度归属于上市公司股东净利润的 50.62%。接下来的2025—2027年,如无特殊情况,公司在当年盈利且累计未分配利润为正的情况下, 将采取现金方式分配股利,每年以现金方式分配的利润不少于当年实现的可供分配利润的10%,最近三 年以现金方式累计分 ...
金岭矿业: 2025年半年度财务报告
Zheng Quan Zhi Xing· 2025-08-22 16:16
| 山东金岭矿业股份有限公司 | | | | | | --- | --- | --- | --- | --- | | (股票代码:000655) | | | | | | (未经审计) | | | | | | 公 司 法 定 代 表 人 | :王其成 | | | | | 主管会计工作负责人:邱卫东 | | | | | | 会 计 机 构 负 责 人 :毕 | 伟 | | | | | 编制单位:山东金岭矿业股份有限公司 | 合并资产负债表 | | 2025 年 6 月 30 日 | 单位:人民币元 | | 项 | 目 | 附注 | 期末余额 | 期初余额 | | 流动资产: | | | | | | 货币资金 | | 五(一) | 1,853,529,341.97 | 2,134,668,038.27 | | 交易性金融资产 | | 五(二) | 100,328,749.17 | | | 衍生金融资产 | | | | | | 应收票据 | | 五(三) | 62,546,000.00 | 124,576,170.00 | | 应收账款 | | 五(四) | 30,932,476.14 | 27,172,536.70 ...
金岭矿业: 2025年半年度报告
Zheng Quan Zhi Xing· 2025-08-22 16:12
山东金岭矿业股份有限公司 2025 年半年度报告全文 山东金岭矿业股份有限公司 山东金岭矿业股份有限公司 2025 年半年度报告全文 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整,不存在虚假记载、误导性陈述或者重大遗漏,并承担 个别和连带的法律责任。 公司负责人王其成、主管会计工作负责人邱卫东及会计机构负责人(会计 主管人员)毕伟声明:保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本半年度报告涉及未来计划等前瞻性陈述,不构成公司对投资者的实质 承诺,敬请投资者注意投资风险。 公司已在本半年度报告第三节"管理层讨论与分析"中"十、公司面临 的风险和应对措施"章节中,对可能面临的风险和应对措施进行了详细描述, 敬请广大投资者查阅。 公司经本次 董事会审议通过的 利润分配预案为: 以公司当前总股本 送红股 0 股(含税),不以公积金转增股本。 山东金岭矿业股份有限公司 2025 年半年度报告全文 山东金岭矿业股份有限公司 2025 年半年度报告全文 一、经公司法定代表人、主管会计工作的负责人、会计机构负责人签字并盖章的财务报表。 ...
前7个月辽宁省经济运行总体平稳
Sou Hu Cai Jing· 2025-08-21 02:01
Economic Overview - Liaoning Province's economy showed overall stability from January to July, with a year-on-year industrial added value growth of 3.9% [1] - High-tech manufacturing sector experienced a significant growth of 7.8% [1] Industrial Performance - Mining industry added value increased by 10.9%, while manufacturing and electricity, heat, gas, and water production and supply sectors grew by 3.0% and 1.1% respectively [1] - Among 40 major industrial categories, 23 reported year-on-year growth, resulting in a growth coverage of 57.5% [1] - Notable growth sectors included chemical fiber manufacturing (up 9.3 times), and various manufacturing sectors such as railway, shipbuilding, aerospace, and non-ferrous metal mining [1] Investment Trends - Fixed asset investment in manufacturing increased by 22.8%, with high-tech manufacturing investment rising by 37.0% [2] - First industry investment decreased by 7.1%, while second industry investment grew by 7.9% [2] - Construction project investment saw a 1.8% increase, with projects over 100 million yuan growing by 6.0% [2] Consumer Market - Retail sales of consumer goods reached 597.72 billion yuan, marking a 5.5% year-on-year increase [2] - Basic living goods sales remained stable, with significant growth in food (17.0%), daily necessities (12.9%), and tobacco and alcohol (6.6%) [2] - Upgraded consumer goods showed rapid growth, including smartphones (up 130%), wearable devices (up 98.2%), and energy-efficient home appliances (up 46.6%) [2] Trade Performance - Total import and export value reached 437.61 billion yuan, with a slight year-on-year increase of 0.4% [3] - Exports totaled 234.78 billion yuan, reflecting a growth of 13.6% [3] - Key export categories included agricultural products (18.85 billion yuan, up 9.1%), steel (22.73 billion yuan, up 11.1%), and machinery and electrical products (118.51 billion yuan, up 8.9%) [3]
二季度企业经营韧性延续 投资谨慎观望
Sou Hu Cai Jing· 2025-08-11 16:52
2025年第二季度,中国企业经营韧性延续。 4月,美国新一届政府宣布对中国关键产业加征关税,幅度与范围超出市场预期,全球供应链神经紧 绷。美股与亚洲市场短暂震荡,人民币与大宗商品价格随之波动。年中美联储降息预期持续,为全球流 动性提供了些许缓冲。 国内经济同样处于微妙的平衡之中。 春节后消费修复慢于预期,房地产市场调整继续拖累上下游信心;各地政府加码基建、绿色能源和数字 经济投资,中央频频释放政策托底信号,但企业在落地执行上依然谨慎,主流策略是"守住基本盘,轻 装小步走"。二季度的企业状态,就像一支在风口边屏息的队伍——既不轻易冒进,也在等待下一阵东 风。 长江商学院最新发布的中国产业经济景气指数(BSI)勾勒出这一季度企业的真实心理。整体来看,二 季度企业情绪呈现出三重特征:现实可守——经营状况稳中微降,核心产业托底,未出现系统性下滑; 未来可望——预期指数重回荣枯线,显示政策托底与局部市场回暖带来一丝微光;投资谨慎——投资时 机指数回落,观望情绪加重。 核心变化解读 第一,经营状况扩散指数稳中微降,韧性延续。 2025年第二季度,经营状况扩散指数为64,较上一季度的66小幅回落2个点,但仍稳居荣枯线上方, ...
二季度企业经营韧性延续,投资谨慎观望
Di Yi Cai Jing· 2025-08-11 12:05
Core Viewpoint - Chinese enterprises are expected to transition from a defensive stance to a tentative offensive approach if external tariff policies, internal mega projects, and consumer stimulus converge [1][20] Group 1: Current Economic Environment - In the second quarter of 2025, the resilience of Chinese enterprises continues, with the operating conditions diffusion index at 64, slightly down from 66 in the previous quarter, indicating overall stability [4][5] - Domestic economic recovery post-Spring Festival has been slower than expected, with the real estate market's adjustment affecting confidence across sectors [2] - The Longjiang Business School's Industry Economic Prosperity Index (BSI) indicates a cautious sentiment among enterprises, characterized by stable yet slightly declining operating conditions [2][4] Group 2: Business Sentiment and Expectations - The expected operating conditions diffusion index rose to 50, indicating a cautious optimism among enterprises regarding future performance [8] - A significant portion of enterprises (74.41%) express concerns over insufficient domestic and international market demand, while 65.99% cite intense competition as a major pressure [9] - Enterprises focused on domestic demand remain relatively optimistic due to supportive policies in infrastructure, green energy, and digital economy [9][10] Group 3: Investment Climate - The investment timing diffusion index fell to 49, reflecting a cautious outlook on the current investment environment [11] - Only 4% of enterprises view the current investment climate as favorable, down from 9% in the previous quarter, indicating a retreat in investment activity [11] - The proportion of enterprises engaging in fixed asset investment decreased to 10%, highlighting a more conservative approach to capital expenditure [11] Group 4: Production and Cost Dynamics - Production volume diffusion index stands at 46, indicating slight production increases, while finished goods inventory diffusion index is at 45, suggesting marginal replenishment [14] - Cost pressures have eased, with the cost diffusion index dropping to 59, and price diffusion index at 47, reflecting a stabilization in commodity prices [14] - Financial institutions maintain a high willingness to lend, but the proportion of enterprises receiving new loans remains low at 2.8% [14] Group 5: Future Outlook - Three key factors will influence whether Chinese enterprises can shift from a defensive to a tentative expansion strategy: tariff negotiations, the implementation of mega projects, and the recovery of domestic demand [19][20] - The commencement of significant infrastructure projects, such as the Yarlung Tsangpo River hydropower station, is expected to provide long-term orders for related industries [19] - Government initiatives aimed at stimulating consumer spending are anticipated to enhance consumer confidence and translate into real consumption growth [19][20]
季节性因素推动7月核心CPI环比上涨0.4%
Ge Lin Qi Huo· 2025-08-11 05:51
Report Industry Investment Rating - Not provided in the given content Core Viewpoints of the Report - In July 2025, China's CPI and core CPI both rose 0.4% month - on - month, mainly due to seasonal factors. The PPI decreased 0.2% month - on - month, and industrial producer prices remained sluggish. China's overall economic activity expectations are in a moderate state, and the inflation level may continue to hover at a low level for some time [5][15]. Summary by Related Content CPI Situation - **Year - on - Year Data**: In July, the national CPI was flat year - on - year, against a market expectation of a 0.1% decline and a previous value of a 0.1% increase. From January to July, the average CPI decreased 0.1% compared with the same period last year. Food prices in July decreased 1.6% year - on - year, pulling down the CPI by about 0.29 percentage points. Non - food prices rose 0.3% year - on - year, core CPI rose 0.8% year - on - year, consumer goods prices decreased 0.4% year - on - year, and service prices rose 0.5% year - on - year [2][6]. - **Month - on - Month Data**: In July, CPI rose 0.4% month - on - month, mainly driven by the rise in service and industrial consumer goods prices. Food prices decreased 0.2% month - on - month, non - food prices rose 0.5% month - on - month, consumer goods prices rose 0.2% month - on - month, and service prices rose 0.6% month - on - month, affecting the CPI to rise by about 0.26 percentage points. Core CPI rose 0.4% month - on - month, mostly due to seasonal factors [3][7]. - **Eight - Category CPI**: In July, food and tobacco prices decreased 0.1% month - on - month, housing prices rose 0.1% month - on - month, transportation and communication prices rose 1.5% month - on - month, medical care prices rose 0.2% month - on - month, education, culture and entertainment prices rose 1.3% month - on - month, clothing prices decreased 0.3% month - on - month, daily necessities and services prices rose 0.8% month - on - month, and other supplies and services rose 0.9% month - on - month [8]. - **Future Outlook**: As of August 10, the agricultural product wholesale price 200 index was 113.96, lower than 126.50 in the same period last year. Agricultural product prices in July hovered at a low level and slightly increased in early August, but the increase rate was much lower than that of the same period last year. Agricultural product prices are unlikely to drive up the CPI in August [3][10]. PPI Situation - **Year - on - Year Data**: In July, the national PPI decreased 3.6% year - on - year, against a market expectation of a 3.4% decline. From January to July, the average PPI decreased 2.9% compared with the same period last year. Production material prices decreased 4.3% year - on - year, and living material prices decreased 1.6% year - on - year [3][11]. - **Month - on - Month Data**: In July, PPI decreased 0.2% month - on - month. Production material prices decreased 0.2% month - on - month, and living material prices decreased 0.2% month - on - month. Some industries with large month - on - month price declines included coal mining and washing, non - metallic mineral products, and ferrous metal ore mining. Industries with relatively large month - on - month price increases included oil and gas extraction, oil, coal and other fuel processing, and non - ferrous metal smelting and rolling [4][13]. - **Industry - Specific Analysis**: The price of the automobile manufacturing industry decreased 0.3% month - on - month, indicating continuous price competition pressure in the automobile industry [4][13]. PMI Situation - In July, the manufacturing PMI was 49.3%, remaining below the boom - bust line for the fourth consecutive month. The new order index was 49.4%, back in the contraction range. The production and operation activity expectation index was 52.6%. The service business activity index was 50.0%, down 0.1 percentage point from the previous month. The new order index was 46.3%, and the business activity expectation index was 56.6% [5][15].
安宁股份(002978)8月1日主力资金净流出2499.69万元
Sou Hu Cai Jing· 2025-08-01 13:20
Group 1 - The core viewpoint of the news is that Anning Co., Ltd. (安宁股份) has shown a positive performance in its latest financial results, with significant revenue growth and stable profitability [1][3] - As of August 1, 2025, Anning Co., Ltd. reported a closing price of 29.63 yuan, with a slight increase of 0.07% and a trading volume of 3.80 million shares, amounting to a total transaction value of 1.13 billion yuan [1] - The company's latest quarterly report indicates total operating revenue of 550 million yuan, a year-on-year increase of 23.51%, and a net profit attributable to shareholders of 230 million yuan, reflecting a minimal growth of 0.02% [1] Group 2 - The company has a current liquidity ratio of 4.362 and a quick ratio of 4.298, indicating strong short-term financial health, with a debt-to-asset ratio of 23.09% [1] - Anning Co., Ltd. has made investments in 17 enterprises and participated in 51 bidding projects, showcasing its active engagement in business expansion [2] - The company holds 12 trademark registrations and 88 patents, along with 79 administrative licenses, highlighting its focus on intellectual property and regulatory compliance [2]
淄博公布上半年经济运行成绩单
Qi Lu Wan Bao· 2025-07-30 21:12
Economic Overview - The GDP of Zibo reached 256.89 billion yuan in the first half of the year, with a year-on-year growth of 5.6% and a nominal increase of 18.74 billion yuan, representing a nominal growth rate of 7.87%, which is higher than the provincial average [1] - The primary industry added value was 8.24 billion yuan, growing by 3.7%; the secondary industry added value was 118.49 billion yuan, growing by 5.1%; and the tertiary industry added value was 130.16 billion yuan, growing by 6.2% [1] Agricultural Sector - The total output value of agriculture, forestry, animal husbandry, and fishery reached 14.93 billion yuan, with a year-on-year growth of 4.1%, an increase of 0.6 percentage points compared to the first quarter [1] - The production of vegetables was 978,000 tons, growing by 3%, and the production of melons and fruits was 66,000 tons, growing by 3.3% [1] Industrial Sector - The added value of above-scale industries grew by 7.6% year-on-year, with 29 out of 38 major industries achieving positive growth, resulting in a growth coverage of 76.3% [2] - The top 10 industries by total added value saw "eight increases and two decreases," contributing a total of 6.2 percentage points to the city's growth [2] - High-tech manufacturing added value increased by 8.1%, and the "four strong" industries saw an added value growth of 8.5% [2] Service Sector - From January to May, the above-scale service industry achieved operating income of 23.93 billion yuan, a year-on-year increase of 7.3%, which is 0.3 percentage points higher than the first quarter [2] - Among the ten categories of industries, eight saw growth, with transportation, warehousing, and postal services, information transmission, software and information technology services, and leasing and business services growing by 10.9%, 6.4%, and 6.2% respectively [2] Investment Trends - Fixed asset investment in the first half of the year decreased by 1.3%, while industrial investment increased by 29.7%, with industrial technological transformation investment growing by 20.8% [2] - Private investment grew by 21.0%, accounting for 65.3% of total investment, an increase of 12 percentage points year-on-year [2] Consumer Market - The total retail sales of social consumer goods reached 83.03 billion yuan, with a year-on-year growth of 7.1% [3] - The retail sales of above-limit units reached 29.62 billion yuan, growing by 12.3%, with 15 out of 22 categories showing positive growth, and 9 categories achieving double-digit growth [3] - Notable growth in retail sales included grain and oil, food, tobacco and alcohol, sports and entertainment products, and communication equipment, with increases of 24.1%, 22.1%, 91.8%, and 50.2% respectively [3]
安宁股份65亿现金收购矿产 18倍溢价标的长期停产停工
Zhong Guo Jing Ji Wang· 2025-07-28 06:52
Core Viewpoint - Anning Co., Ltd. plans to acquire 100% equity of Jingzhi Mineral through a cash payment of 650,768.80 million yuan, participating in the substantial merger and reorganization of Jingzhi Mineral and its associated enterprises [1][5] Group 1: Transaction Details - The transaction involves a staged cash payment of 650,768.80 million yuan for the acquisition of Jingzhi Mineral, which will become a wholly-owned subsidiary of Anning Co., Ltd. [1] - The court approved the substantial merger and reorganization of Jingzhi Mineral and its associated companies on May 26, 2023, and appointed a management team to oversee the process [1] - The management team will sign the reorganization investment agreement and manage the distribution of funds to creditors or investors based on the reorganization plan [1] Group 2: Financial Status of Target Company - The target company has been in a state of suspension since 2015, resulting in no operating revenue and significant losses [2] - Most of the target company's receivables and other assets have been fully impaired or written off [2] Group 3: Valuation and Financial Impact - The valuation report indicates that the estimated value of Jingzhi Mineral's equity after reorganization is 688,762.28 million yuan, representing an increase of 653,111.13 million yuan in the consolidated financial statements, with a value increase rate of 1,831.95% [5] - The transaction price was determined based on previous bidding results and the synergistic effects between Anning Co., Ltd. and the target company [5] Group 4: Company Financial Data - As of March 31, 2025, Anning Co., Ltd. reported total assets of 1,095,723.90 million yuan and total liabilities of 253,031.11 million yuan, resulting in total equity of 842,692.79 million yuan [6] - The company’s net profit for the first quarter of 2025 was 23,032.30 million yuan, with a total profit of 28,723.03 million yuan [7] Group 5: Shareholder Information - The actual controller of Anning Co., Ltd., Luo Yangyong, holds 28.81% of the company's shares directly and controls a total of 64.83% of the shares through indirect means [5] - The transaction does not involve any changes in share issuance or control of the company [5]