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驰宏锌锗(600497):公司Q2业绩同环比均实现增长
Xin Lang Cai Jing· 2025-08-28 00:31
驰宏锌锗发布半年报,2025 年H1 实现营收105.81 亿元(yoy+7.67%),归母净利9.32 亿元 (yoy+3.27%),扣非净利9.19 亿元(yoy+12.11%)。 其中Q2 实现营收54.37 亿元(yoy+5.47%,qoq+5.69%),归母净利4.38亿元(yoy+5.45%,qoq- 11.42%)。公司高分红属性突出,电解铝产能天花板约束下,铝价维持高位,公司盈利稳中有增,维 持公司增持评级。 公司上半年毛利率同比上升,费用率略有抬升 盈利方面,公司25H1 毛利率19.77%,同比+2.03pct,其中25Q2 毛利率为19.83%,环比+0.12pct。费用 方面,公司上半年合计期间费用率为6.52%,同比+0.76pct,其中25Q2 合计期间费用率6.94%,环比 +0.87pct,其中二季度管理费用率5.66%,同比上升1.86pct,根据公司披露主要系根据权责发生制计提 薪酬同比增加所致。 云铜锌业15 万吨锌锭项目进入试生产阶段 根据半年报,截至25 年年中,公司目前拥有铅锌金属产能42 万吨/年,目前公司拥有冶炼产能63 万吨/ 年,原生锗产能60 吨。增量方面 ...
株冶集团涨2.03%,成交额3.20亿元,主力资金净流出165.29万元
Xin Lang Zheng Quan· 2025-08-26 04:33
株冶集团今年以来股价涨72.30%,近5个交易日涨10.15%,近20日涨13.76%,近60日涨33.99%。 今年以来株冶集团已经1次登上龙虎榜,最近一次登上龙虎榜为6月27日,当日龙虎榜净买入1208.31万 元;买入总计1.06亿元 ,占总成交额比18.67%;卖出总计9422.11万元 ,占总成交额比16.55%。 8月26日,株冶集团盘中上涨2.03%,截至11:29,报13.56元/股,成交3.20亿元,换手率3.20%,总市值 145.48亿元。 资金流向方面,主力资金净流出165.29万元,特大单买入2585.43万元,占比8.08%,卖出3398.13万元, 占比10.62%;大单买入6754.73万元,占比21.12%,卖出6107.33万元,占比19.09%。 截至8月8日,株冶集团股东户数3.87万,较上期减少0.26%;人均流通股19426股,较上期增加0.26%。 2025年1月-6月,株冶集团实现营业收入104.12亿元,同比增长14.89%;归母净利润5.85亿元,同比增长 57.83%。 分红方面,株冶集团A股上市后累计派现3.88亿元。近三年,累计派现0.00元。 机构持 ...
江苏省无锡市市场监督管理局发布危险化学品产品质量监督抽查结果
| 无锡市市场监督管理局(无锡市知识产权局) | | | | | | | --- | --- | --- | --- | --- | --- | | 请输入查询关键字 | | 搜索 | 6 无障碍浏览 | | | | 网站首页 | 政府信息公开 | | 互动交流 | 专题专栏 | 政务服务 | | 信息索引号 | 014006657/2025-00218 | 生成日期 | 2025-08-14 | 公开日期 | 2025-08-1 | | --- | --- | --- | --- | --- | --- | | 文件编号 | | 发布机构 | 无锡市市场监督管理局 | | | | 效力状況 | 有效 | 文件下载 | | | | | 内容概述 | 无锡市市场监督管理局发布危险化学品产品质量监督抽查结果 | | | | | 中国质量新闻网讯 据江苏省无锡市市场监督管理局网站消息,2025年度,无锡市市场监督管理局对危险化学品产品质量进行了监督抽查。共抽查产品15批 次,未发现不合格。 | | | 危险化学品产品质量监督抽查企业名单及结果 | | | | | | | | | | --- | --- | --- ...
探访黄金危废处理龙头企业,“资源绿色高效利用”如何做?|一线调研
Di Yi Cai Jing· 2025-07-24 03:39
Core Viewpoint - China, as the world's largest gold producer, should enhance the recovery of valuable elements such as copper, lead, and zinc from refractory metallurgical ores to improve the utilization rate of associated resources in gold mining [1][2] Industry Development - The Chinese government has issued the "Implementation Plan for High-Quality Development of the Gold Industry (2025-2027)", emphasizing the need for green and efficient resource utilization, and supporting the integration of resources in key gold mining areas [1][2] - The gold solid waste treatment sector is poised for new development opportunities, with early movers in the industry likely to benefit from the next round of industry consolidation [1][2] Company Insights - Shandong Hongcheng Mining (Group) Co., Ltd. has developed a multi-stage flotation enrichment system to process gold mine tailings, achieving a sulfur recovery rate of 92% and producing 600,000 tons of sulfur iron concentrate annually, generating an annual output value of 210 million yuan [2][4] - The company is also addressing the challenge of high-silica flotation tailings, which are difficult to process due to low valuable component content, by developing a project that processes 1 million tons of high-silica tailings annually [3][4] Technological Advancements - Shandong Hongcheng has established a 240,000 tons/year deep processing project for sulfur iron ore, converting sulfur iron concentrate into industrial sulfuric acid, which is in high demand in the electronics and fine chemical industries [4][5] - The company has implemented a "negative energy consumption" smart energy system, achieving a negative carbon model with significant energy self-sufficiency and external supply capabilities [4][5] Market Potential - The gold solid waste treatment market in Shandong province is projected to exceed 18 billion yuan by 2027, with equipment investment needs surpassing 30 billion yuan, indicating that solid waste resource utilization will become a second growth curve for the gold industry [11][12] - The implementation plan aims to increase the comprehensive utilization rate of gold solid waste to over 35% by 2027, with a target of processing over 500 tons/day of gold ore in major mines [11][12] Strategic Importance - Gold is a strategic mineral resource with both commodity and monetary attributes, crucial for maintaining national industrial and financial security [6][12] - The industry faces challenges in comprehensive utilization rates, with current rates for tailings and smelting waste significantly lower than those in developed mining countries, highlighting the need for technological breakthroughs [8][12]
云南铜业收购铜矿资产 控股股东延长锁定期释放长期发展信心
Core Viewpoint - Yunnan Copper Industry plans to acquire a 40% stake in Liangshan Mining from its controlling shareholder, Yunnan Copper Group, through a share issuance, aiming to enhance its resource base and resolve industry competition issues [1][2]. Group 1: Acquisition Details - The acquisition will be financed by issuing shares to Chalco Group and China Copper, with Chalco Group subscribing for up to 1 billion yuan and China Copper for up to 500 million yuan [1]. - The controlling shareholder, Yunnan Copper Group, will voluntarily extend the lock-up period for the newly issued shares to 60 months from the issuance completion date [1]. Group 2: Liangshan Mining Overview - Liangshan Mining operates in copper mining, selection, and smelting, with annual production capacities of approximately 213,000 tons of copper concentrate, 119,000 tons of anode copper, and 400,000 tons of industrial sulfuric acid [2]. - The company has a competitive edge due to its low-cost mining operations and favorable sulfuric acid sales prices in the southwestern region [2]. Group 3: Resource and Financial Impact - Liangshan Mining holds significant copper resources, with a total copper metal amount of 779,700 tons and an average copper grade of 1.16%, which is higher than Yunnan Copper's current average of 0.38% [3]. - The construction of the Hongnippo Copper Mine is expected to enhance the self-sufficiency of the smelting segment and improve the overall asset and profit scale of Yunnan Copper [3]. - The acquisition aligns with the State-owned Assets Supervision and Administration Commission's guidelines on enhancing the market value management of central enterprises [3].
云南铜业(000878) - 2025年5月25日云南铜业投资者关系活动记录表
2025-05-25 07:20
Group 1: Transaction Overview - The company plans to acquire 40% of Liangshan Mining from Yunnan Copper Group through a share issuance, with a fundraising target of up to 5 billion yuan from Chalco and China Copper [1][2] - The acquisition aims to enhance resource reserves and production capacity, improving the company's operational scale and quality [2][3] Group 2: Liangshan Mining's Business and Financials - Liangshan Mining specializes in the mining, selection, and smelting of copper and other metal ores, with a current annual production capacity of approximately 13,000 tons of copper concentrate and 119,000 tons of anode copper [5][6] - The company holds a significant resource base, with a total copper metal amount of 779,700 tons and an average copper grade of 1.16%, which is higher than Yunnan Copper's current average of 0.38% [7][8] Group 3: Strategic Benefits of the Acquisition - The acquisition will resolve existing industry competition and enhance business synergy, leading to improved asset and profit scales [3][4] - The construction of the Hongnippo Copper Mine is expected to further increase profitability, with confirmed resource reserves of 41.61 million tons and an average copper grade of 1.42% [8][9] Group 4: Risk Considerations - The completion of the transaction is subject to regulatory approvals, which introduces uncertainty and potential investment risks for stakeholders [2][3]