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【机构调研记录】南方基金调研西部矿业、豫光金铅等3只个股(附名单)
Sou Hu Cai Jing· 2025-09-19 00:12
Group 1: Company Research Summary - Southern Fund recently conducted research on three listed companies, focusing on their market dynamics and operational strategies [1][2][3] - Western Mining is considering acquiring overseas mining rights, with a focus on improving efficiency and cost control through outsourcing mining services [1] - Yuguang Gold Lead, a leading producer of lead and silver, aims for a revenue of 39.345 billion yuan and a net profit of 807 million yuan in 2024, with silver production targets set at 1,700 tons for 2025 [2] - Guorui Technology is expanding its radar business and low-altitude economy initiatives, with a commitment to cash dividends amounting to 195 million yuan for 2024, representing 31% of net profit [3] Group 2: Financial Performance and Projections - Yuguang Gold Lead's gross profit margins are projected at 10.65% for gold products and 5.36% for silver products in 2024 [2] - Guorui Technology's revenue from radar business is showing significant growth, contributing positively to overall profits [3] - Southern Fund manages assets totaling 1,352.641 billion yuan, ranking 4th among 210 in total public fund management [3]