核心资产等到固态电池炒作风口。 | 作者 | | 金贵 | | --- | --- | --- | | 编辑 | | 小白 | 粤桂股份（000833.SZ）是一家业务多元的平台型控股公司。 根据三季度业绩预告，公司预计实现归属于上市公司股东的净利润为4.2亿元至4.7亿元，同比增长幅 度高达86.87%至109.11%，主要是因为公司持续推进降本增效以及矿石类产品价格同比上涨。 结合上半年73%的业绩增速，这一上涨趋势在第三季度呈现加速态势。 | 2019 2020 2021 2022 2023 2024 2025H1 | | --- | | ● 8302.9万 6274.6万 2.6亿 3.0亿 6632.6万 2.8亿 2.3亿 | | ● -1.0亿 -1.5亿 2.4亿 2.9亿 6400.4万 2.8亿 2.3亿 | | ● -6.2% -24.4% 314.1% 13.7% -77.6% 320.0% 73.0% | | ● -220.9% -52.5% 256.4% 18.2% -77.6% 340.1% 67.9% | （制图：市值风云App） 尽管粤桂股份的业务看似庞杂，但其盈利的核心支柱 ...

Core Viewpoint - The company, Yuegui Co., indicated that the use of amino sulfonic acid in solid-state batteries depends on the specific technology route of the batteries, with some current solid-state battery technologies incorporating amino sulfonic acid [2] Group 1 - The company responded to investor inquiries on October 10 regarding the application of amino sulfonic acid in solid-state batteries [2]

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]