盛达资源8月27日股价报收16.30元，较前一交易日下跌0.70元，跌幅4.12%。当日成交量为23.35万手， 成交金额达3.89亿元。 盛达资源属于有色金属行业，公司主营业务包括有色金属矿采选和销售。公司主要产品为铅精粉、锌精 粉和银锭等。公司在北京设有总部，旗下拥有多家子公司从事矿产资源开发业务。 公司8月27日在互动平台表示，子公司东晟矿业下属一宗采矿权和两宗探矿权分属不同矿区，后续建设 推进后将调整在建工程项目名称。此外，公司透露金山矿业上半年生产的含金银精粉已从三季度开始逐 步实现销售。 8月27日主力资金净流出2033.74万元，占流通市值的0.19%。近五个交易日主力资金累计净流出1.18亿 元，占流通市值的1.08%。 风险提示：投资有风险，入市需谨慎。（本内容由AI生成，仅供参考，不构成投资建议。） ...

8月27日，多家上市公司通过互动平台、披露投资者关系活动记录表等渠道披露公司在燃气、液冷等方 面最新情况： 【燃气】 九丰能源：为低轨卫星发射任务提供特燃特气产品保障 【金属】 盛达资源：金山矿业上半年生产的含金银精粉于三季度开始逐步实现销售 【液冷】 【其他】 万马科技：公司通信行业用智算中心液冷服务器机柜尚在研发中 溯联股份：有关公司与液冷行业客户合作的情况目前尚处于保密阶段 康达新材：参股子公司产品应用于天宫一号与神舟九号任务 浙江震元：S1产线（组氨酸产品）定于8月底正式投产 德尔股份：公司有氢气加注机和膜电极相关的技术储备 拓邦股份：公司空心杯电机及组件已与人形机器人头部客户建立了紧密合作，并已获得批量订单 ...

Investment Rating - The report assigns an "Accumulate" rating for the company, indicating a clear growth trajectory in the short, medium, and long term, with potential for both volume and price increases in gold and silver [5][9]. Core Views - The dual catalysts of "interest rate cuts" and "Trump 2.0" are expected to sustain upward momentum in gold and silver prices. In the medium term, "Trump 2.0" may become the primary driver in the gold market during a 90-day tariff pause, with expectations of tariff increases, extended tax cuts, and "stagflation" providing strong support for rising gold prices. In the long term, these dual catalysts will continue to drive prices through 2025, supported by central bank reserves amid a backdrop of protectionism and great power competition [5][57][65]. - The company is a domestic leader in silver mining, having acquired several gold mining assets, which positions it well for future growth. As of the end of 2024, the company has identified approximately 12,000 tons of silver and 34 tons of gold, with an annual mining capacity nearing 2 million tons [6][15]. Summary by Sections Market Performance - The company's closing price is 13.45 yuan, with a total market capitalization of approximately 9.28 billion yuan and a circulating market value of about 8.97 billion yuan. The debt-to-asset ratio stands at 45.60%, and the net asset value per share is 4.40 yuan [3]. Financial Projections - The company is projected to achieve revenues of 2.498 billion yuan in 2025, with a year-on-year growth rate of 24.10%. The net profit attributable to shareholders is expected to be 576 million yuan, reflecting a 47.74% increase. Earnings per share (EPS) are forecasted at 0.84 yuan [7][9]. Growth Drivers - The company has a clear growth path for production from its upcoming mines, with several projects expected to come online between 2025 and 2027. Key projects include the Honglin Mining and Yindu Mining, which are anticipated to start production in 2025 and 2026, respectively [6][36][40]. - The company is actively pursuing resource acquisitions to enhance its growth potential, with plans to complete at least one acquisition project by 2025 [11][41]. Profitability and Performance Recovery - The company experienced a significant recovery in 2024, with a net profit of 390 million yuan, a 163.56% increase year-on-year, driven by the completion of technical upgrades at its subsidiaries and rising base metal prices. The first quarter of 2025 showed a revenue increase of 33.92% year-on-year [43][44]. Resource and Production Capacity - The company has a robust resource base with high-grade deposits, particularly in the Daxinganling region, which supports its strong profitability. The ongoing construction of new mines is expected to further enhance production capacity [27][30][33].