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金价上涨四川黄金中期净利增48% 持续开拓资源IPO项目已投76.8%
Chang Jiang Shang Bao· 2025-08-27 06:46
黄金价格大幅上涨,金矿行业上市公司四川黄金(001337)(001337.SZ)亦实现业绩高速提升。 8月26日晚间,四川黄金发布半年报。2025年上半年,公司实现营业收入4.42亿元,同比增长11.92%; 归属于上市公司股东的净利润(净利润,下同)2.09亿元,同比增长48.41%;扣除非经常性损益的净利 润(扣非净利润,下同)2.14亿元,同比增长52.45%。 资料显示,2025年上半年,黄金行业整体呈现高景气度特征,国际、国内金价均大幅上涨。截至2025年 6月底,伦敦现货黄金定盘价为3287.45美元/盎司,较年初上涨24.31%,上半年均价3066.59美元/盎司, 同比上涨39.21%;上海黄金交易所Au99.99黄金收盘价764.43元/克,较年初上涨24.5%。 受益于黄金价格上涨,四川黄金的业绩也实现提升。不过,由于四川黄金梭罗沟金矿露天开采境界内矿 石进入残采期,原矿入选品位降低,导致2025年上半年生产和销售金精矿金属量同比下降,因此,公司 报告期内营业收入同比增长幅度低于黄金价格涨幅。 半年报显示,2025年上半年,四川黄金的金精矿产品毛利率为65.07%,同比提升12.02个百分 ...
四川黄金股份有限公司2025年半年度报告摘要
本半年度报告摘要来自半年度报告全文,为全面了解本公司的经营成果、财务状况及未来发展规划,投 资者应当到证监会指定媒体仔细阅读半年度报告全文。 所有董事均已出席了审议本报告的董事会会议。 非标准审计意见提示 □适用 √不适用 董事会审议的报告期利润分配预案或公积金转增股本预案 □适用 √不适用 公司计划不派发现金红利,不送红股,不以公积金转增股本。 登录新浪财经APP 搜索【信披】查看更多考评等级 一、重要提示 董事会决议通过的本报告期优先股利润分配预案 □适用 √不适用 二、公司基本情况 1、公司简介 ■ 2、主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 √否 ■ 3、公司股东数量及持股情况 公司报告期实际控制人未发生变更。 单位:股 ■ 持股5%以上股东、前10名股东及前10名无限售流通股股东参与转融通业务出借股份情况 □适用 √不适用 前10名股东及前10名无限售流通股股东因转融通出借/归还原因导致较上期发生变化 □适用 √不适用 4、控股股东或实际控制人变更情况 控股股东报告期内变更 □适用 √不适用 公司报告期控股股东未发生变更。 实际控制人报告期内变更 □适用 √不适用 5 ...
四川黄金:上半年净利润2.09亿元 同比增长48.41%
人民财讯8月26日电,四川黄金(001337)8月26日晚间披露半年报,2025年上半年,公司实现营业收入 4.42亿元,同比增长11.92%;归属于上市公司股东的净利润2.09亿元,同比增长48.41%;基本每股收益 0.4967元。报告期内,受益黄金价格上涨,净利润同比上涨48.41%。生产和销售金精矿金属量同比降 低。由于公司梭罗沟金矿露天开采境界内矿石进入残采期,原矿入选品位降低,导致报告期内生产和销 售金精矿金属量同比下降,因此,公司报告期内营业收入同比增长幅度低于黄金价格涨幅。 ...
校招+社招!中国黄金所属企业发布招聘公告
转自:北京日报客户端 fels XIV | 企业名称 | 职位名称 | 人数 | 工作地点 | | --- | --- | --- | --- | | 中国黄金集团 | | | 北京市 | | 有限公司博士尼 | 博士后研究人员(第2批) | 若干 | 顺义区 | | 科研工作站 | | | 吉林省 | | | | | 长春市 | | 中国黄金集团 建设有限公司 | 资产财务部副总经理 | 1人 | 北京市 | | 中国黄金集团 (上海)贸易 | 国际事业部 亦会员 | 1人 | 上海市 | | 有限公司 | | | 浦东新区 | | 中国黄金集团 | 所属企业河南文峪金矿副矿 | | | | 资产管理 有限公司 | 长、灵宝双鑫矿业有限责任公 | 1人 | 河南省 灵宝市 | | (集团内部招聘) | 司副总经理 | | | | 中国黄金集团物 | 综合事务部副经理 | 2人 | 北京市 | | 亦是種皂胺公司 (集团内部招聘) | 纪检专员 | 1人 | 矢城区 | | | 风险内控员 | 1人 | | | 中国黄金集团 | 数据应用部研发工程师 基础设施部副总经理 | 若干 1人 | | | 数智科技 ...
万国黄金集团(03939):金岭矿释放业绩弹性,新1000万吨/年项目启动
Guoxin Securities· 2025-08-21 03:13
Investment Rating - The report initiates coverage with an "Outperform" rating for the company [3][5][34]. Core Views - The company achieved a revenue of approximately 1.24 billion RMB in the first half of 2025, representing a year-on-year increase of 33.7%. The net profit attributable to shareholders was about 601 million RMB, up 136.3% year-on-year [1][9]. - The company is set to launch a new project with a capacity of 10 million tons per year at the Gold Ridge Mine, which is expected to significantly boost gold production [2][25]. - The report forecasts revenues for 2025-2027 to be 3.404 billion, 4.832 billion, and 5.546 billion RMB, with year-on-year growth rates of 81.5%, 41.9%, and 14.8% respectively [3][34]. Summary by Sections Financial Performance - In the first half of 2025, the company reported a gross profit of approximately 868 million RMB, with a gross margin of about 70% and a net profit margin of 53.6% [9]. - The unit sales cost for copper equivalent from the Yifeng Xinzhang Mine was approximately 31,700 RMB per ton, nearly unchanged year-on-year, while the unit sales cost for gold from the Gold Ridge Mine was about 178.77 RMB per gram, down 16.11% year-on-year, indicating significant cost optimization [12][1]. Production Capacity and Projects - The Yifeng Xinzhang Mine currently has an annual processing capacity exceeding 1 million tons, with a copper equivalent annual production capacity of about 10,000 tons and a remaining mine life of over 20 years [2][20]. - The Gold Ridge Mine, which began production in November 2022, achieved gold metal sales of approximately 1,337 tons in the first half of 2025, a 29.7% increase year-on-year, driven by improved processing volume and recovery rates [2][10]. Valuation and Market Potential - The report sets a valuation target for the company at 28-30 times earnings for 2025, translating to a stock value between 41.03 and 43.96 HKD, indicating a potential upside of approximately 17%-25% from the current stock price of 35.00 HKD [3][34]. - The projected diluted EPS for 2025-2027 is 1.34, 1.91, and 2.19 RMB, with corresponding PE ratios of 24, 17, and 15 [3][34].
万国黄金集团(03939):金岭金矿成本大幅下降,下半年业绩弹性可期
GOLDEN SUN SECURITIES· 2025-08-17 13:42
Investment Rating - The report maintains a "Buy" rating for the company [5][7]. Core Views - The company has shown significant growth in both revenue and net profit, with a 34% year-on-year increase in revenue to 1.24 billion RMB and a 136% increase in net profit to 600 million RMB in the first half of 2025 [1]. - The substantial profit growth is attributed to increased sales and prices of gold products [1]. - The company is expected to benefit from the commissioning of a new processing plant, which will enhance production capacity and contribute to revenue growth in the coming years [5]. Summary by Sections Production and Sales - In the first half of 2025, the company achieved a mining volume of 1.98 million tons, a 347% increase year-on-year, and a processing volume of 1.27 million tons, a 12% increase year-on-year [2]. - Gold ingot production reached 1,046 kg, up 40% year-on-year, while gold concentrate production was 26,300 tons, down 0.3% year-on-year [2]. Financial Performance - The company reported a revenue of 963 million RMB in the first half of 2025, a 72% increase year-on-year, and a net profit of 621 million RMB, a 141% increase year-on-year [3]. - The unit cost of production decreased to 240 RMB per gram, a reduction of 52 RMB per gram compared to the full year of 2024, while the profit per gram of gold increased to 436 RMB, up 227 RMB per gram year-on-year [3]. Future Outlook - The company plans to further enhance its mining capacity at the Xinzhang mine, aiming to increase it to 1 million tons per year [4]. - Revenue projections for 2025-2027 are estimated at 3.49 billion RMB, 4.77 billion RMB, and 5.36 billion RMB, respectively, with net profits expected to be 1.41 billion RMB, 1.87 billion RMB, and 2.18 billion RMB [5][6].
万国黄金集团公布中期业绩 拥有人应占溢利同比增加约136.3%至约6.01亿元 每股派20.3港仙
Zhi Tong Cai Jing· 2025-08-16 20:44
Core Viewpoint - The company, 万国黄金集团, reported significant growth in its mid-year financial results for 2025, indicating strong performance driven by increased sales from its mining operations [3] Financial Performance - Revenue increased by approximately 33.7% year-on-year to about 1.24 billion [3] - Gross profit rose by approximately 79.4% year-on-year to about 868 million [3] - Profit attributable to shareholders surged by approximately 136.3% year-on-year to about 601 million [3] - Basic earnings per share were approximately 55.4 cents [3] - The interim dividend declared was 20.30 Hong Kong cents per share [3] Operational Highlights - The profit growth was primarily attributed to increased sales and profit contributions from gold ingots and gold concentrate sales from the Jinling Mine [3]
万国黄金集团(03939)公布中期业绩 拥有人应占溢利同比增加约136.3%至约6.01亿元 每股派20.3港仙
智通财经网· 2025-08-15 14:33
Group 1 - The core viewpoint of the article is that the company, 万国黄金集团, reported significant growth in its mid-term performance for 2025, with substantial increases in revenue, gross profit, and net profit attributable to shareholders [1] Group 2 - The company's revenue increased by approximately 33.7% year-on-year to about 1.24 billion HKD [1] - Gross profit rose by approximately 79.4% year-on-year to about 868 million HKD [1] - Net profit attributable to shareholders surged by approximately 136.3% year-on-year to about 601 million HKD [1] - Basic earnings per share were approximately 55.4 cents, and the interim dividend was set at 20.30 HKD cents [1] - The profit growth was primarily driven by increased sales and profit contributions from gold ingots and gold concentrates from the Jinling Mine [1]
热文:年内打新盈亏地图
Hua Er Jie Jian Wen· 2025-08-13 23:12
Core Insights - The A-share new stock market has seen 105 new listings as of May 6, 2023, with 84 stocks rising on their first day, 5 with no change, and 16 experiencing a decline [1][3]. Performance by Market Segment - The main board and the Sci-Tech Innovation Board have shown relatively stable performance, with only 1 stock breaking below its issue price in each segment [4]. - Among the 29 new stocks listed on the Beijing Stock Exchange, 6 have broken below their issue price, and 5 have shown no change; 8 out of 24 new stocks on the ChiNext have also broken below their issue price [5]. Sector Performance - The beauty and personal care sector had the highest average first-day increase, exceeding 100%, although only 1 stock was listed in this category [6]. - The computer sector has performed notably well, with no stocks breaking below their issue price and an average first-day increase of over 77% [6]. Notable Stock Performances - The highest first-day increase was recorded by Zhongdian Port, which rose by 221.55% on its debut [8]. - Sichuan Gold has achieved the highest overall increase this year, with a rise of 498.45% after 13 consecutive days of trading at the opening price [10][11]. - Yutai Microelectronics is identified as the most profitable new stock, with a first-day closing increase of 152.7%, allowing investors to earn up to 70,200 yuan per share [12][13][14]. Upcoming New Listings - A total of 10 new stocks are set to begin subscription from May 8 to May 12, 2023, including companies in various sectors such as financial services, medical devices, and environmental engineering [19][20][21][22][23][24][25][26][27].
万国黄金集团(03939):坐拥世界级金矿,紫金赋能开启成长新征程
GOLDEN SUN SECURITIES· 2025-08-13 05:12
Investment Rating - The report initiates coverage with a "Buy" rating for the company [4] Core Views - The company is positioned as a rising star in the gold mining industry, with significant growth potential driven by its three mining projects, particularly the Jinjin Gold Mine, which is expected to contribute substantial revenue increases in the coming years [1][4] - The company has demonstrated strong revenue and profit growth since the commencement of production at the Jinjin Gold Mine, with projections indicating continued upward trends in both metrics [22][28] Summary by Sections Company Overview - The company, originally established in 2003, has evolved significantly, acquiring key mining assets and expanding its operational capacity, particularly with the Jinjin Gold Mine, which began production in late 2022 [14][15] - The company has successfully transitioned from a focus on trade to a more stable revenue model based on its mining operations, with significant contributions from gold production [22][28] Mining Projects - The Jinjin Gold Mine is a world-class gold mining asset, with a resource update indicating a 121% increase in gold resources, totaling 224 tons as of the end of 2024 [2][40] - The company also operates the Xinzhang Mine, which has stable copper and zinc resources, and the Changdu Walege Mine, a large silver polymetallic mine in Tibet, which is set for future development [3][4] Financial Projections - Revenue projections for the company are robust, with expected revenues of 3.49 billion RMB in 2025, growing to 5.36 billion RMB by 2027, alongside net profits forecasted to reach 2.18 billion RMB in 2027 [4][5] - The company’s earnings per share (EPS) is projected to increase significantly, from 0.31 RMB in 2023 to 2.01 RMB by 2027, reflecting strong growth potential [5][4] Market Position and Strategy - The company has established strategic partnerships, notably with Zijin Mining, which has become a significant shareholder and is expected to provide operational support and enhance growth prospects [2][4] - The company is committed to sustainable development, aligning its operations with community interests and the Belt and Road Initiative [1][4]