铜金矿

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力拓董事会寻找更懂矿业的新CEO
news flash· 2025-05-23 16:36
雅各布·斯陶斯霍尔姆接任力拓集团首席执行官之后,修复了与力拓的关系,并带领公司走向新的投资 领域,包括电池材料锂。但该公司董事会已要求施陶霍尔姆下台,目前正在寻找一位能够最大限度地利 用力拓关键增长资产的老板,这些资产包括蒙古的奥尤陶勒盖铜金矿和几内亚的西芒杜铁矿。知情人士 表示,为未来几十年设定发展方向意味着优先考虑运营专业知识和业绩记录。这可能会让力拓铁矿石业 务负责人西蒙·特罗特与铝业高管杰罗姆·佩克雷斯一起,在施陶霍尔姆今年晚些时候离职后接替他。 (彭博) ...
白银有色: 中信证券股份有限公司关于白银有色集团股份有限公司收购报告书之持续督导总结报告
Zheng Quan Zhi Xing· 2025-05-12 09:33
中信证券股份有限公司 关于白银有色集团股份有限公司 收购报告书之持续督导总结报告 中信证券股份有限公司(以下简称"中信证券"、"财务顾问")接受委 托,担任中国中信集团有限公司(以下简称"中信集团"、"收购人")收购 白银有色集团股份有限公司(以下简称"白银有色"、"上市公司"、"公 司")的财务顾问,依照《上市公司收购管理办法》第六十九条、第七十一条、 《上市公司并购重组财务顾问业务管理办法》第三十一条等有关规定,持续督 导期从白银有色公告收购报告书至收购完成后的 12 个月止(即从 2023 年 2 月 年年度报告。结合上述 2024 年年度报告及日常沟通,中信证券出具了(从 导总结报告(以下简称"本意见"或"本报告")。本意见所依据的文件、书 面资料等由收购人与白银有色提供,收购人与白银有色保证对其真实性、准确 性和完整性承担全部及连带责任。本财务顾问对所发表意见的真实性、准确性 和完整性负责。 一、交易资产的交付或过户情况 (一)本次免于发出要约收购情况 收到北京市第一中级人民法院(以下简称"北京一中院")送达的(2022)京 中信国安集团有限公司(以下简称"国安集团")等七家公司重整计划草案, 终止 ...
中国中冶(601618):冶金工程领域龙头 矿产价值有望重估
Xin Lang Cai Jing· 2025-04-23 08:25
Group 1 - The company is a leading player in the metallurgical engineering sector, holding approximately 90% of the Chinese market share and nearly 60% of the global market share as of 2022 [1] - The company is undergoing a strategic transformation from traditional metallurgical engineering to infrastructure and emerging markets, with a projected revenue of 552 billion yuan in 2024, a decrease of 12.9%, and a net profit of 6.75 billion yuan, down 22.2% [1] - The low-carbon transition in the metallurgical industry presents development opportunities, with the company actively expanding its non-steel engineering business and leveraging its technological advantages in low-carbon equipment [1] Group 2 - The company is recognized as a key resource enterprise in China, with substantial mineral reserves including 1,795,000 tons of copper, 184,200 tons of nickel, 64,290 tons of zinc, 32,110 tons of lead, and 20,900 tons of cobalt as of the end of 2024 [2] - The demand for the company's metal products, such as copper, nickel, and cobalt, is strong due to the steady growth of downstream industries like electricity and new energy, which is expected to enhance the profitability of its resource segment [2] - The company has two pending production mines with a copper reserve of 1,614,000 tons, which are anticipated to contribute significantly to performance once operational [2]