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驰宏锌锗举办业绩说明会:上半年营收净利实现双增
Zhong Zheng Wang· 2025-08-28 12:34
Group 1 - The company achieved an operating income of approximately 10.581 billion yuan in the first half of 2025, representing a year-on-year increase of 7.67% [1] - The net profit attributable to shareholders was approximately 932 million yuan, reflecting a year-on-year growth of 3.27% [1] - The company plans to distribute a cash dividend of 0.3 yuan per 10 shares (including tax) to all shareholders [1] Group 2 - The company produced 151,600 tons of lead and zinc concentrate in the first half of 2025, an increase of 3,400 tons, or 2.29% year-on-year [1] - The production of lead and zinc products was 329,200 tons, a decrease of 24,700 tons, or 6.98% year-on-year, primarily due to maintenance activities [1] - The company is optimizing production organization to ensure stable and efficient production in the second half of the year [1] Group 3 - The company is enhancing its zinc alloy industry layout, with a new zinc alloy project in Weize expected to produce 60,000 tons annually starting in 2024, increasing total zinc alloy capacity to 220,000 tons per year [2] - The company plans to develop 18 new zinc alloy grades in 2025, increasing the total number of zinc alloy grades to 175 [2] - The company announced a joint investment with Chalco Group, China Aluminum, Yunnan Copper, and Chalco Capital to establish a new limited liability company, with the company contributing 300 million yuan for a 20% stake [2][3] Group 4 - The new company will serve as a unified and efficient rare metal operation platform for Chalco Group, focusing on germanium as a key metal [3] - The establishment of the new company aims to integrate resources such as technology, talent, capital, and market from Chalco Group to achieve scale effects and innovation synergy [3] - The new company will also manage other metals like gallium, selenium, tellurium, and bismuth, allowing the company to benefit from the high-value downstream operations of various rare metals [3]