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调研速递|盛达资源接受长江证券等17家机构调研,鸿林矿业项目情况成焦点
Xin Lang Zheng Quan· 2025-10-15 15:55
Core Insights - On October 15, Shengda Metal Resources Co., Ltd. hosted a site visit for 17 institutions, including Changjiang Securities and Founder Securities, to understand the operations of its subsidiary, Sichuan Honglin Mining Co., Ltd. [1] - Honglin Mining was established in November 2008 and obtained a mining license for the Caiyuanzi Copper-Gold Mine in 2019, which has a production capacity of 396,000 tons per year and a mineral area of 0.68 square kilometers [1][2] - The mine has confirmed six industrial ore bodies, with a total resource of 6.056 million tons of ore, containing 17,049 kg of gold and 29,015 tons of copper, indicating good exploration potential [1] Company Operations - The tailings pond construction faced geographical and climatic challenges but was completed three months ahead of schedule, set to be operational by September 2025 [2] - Currently, Honglin Mining is in a trial production phase from September 10 to December 10, 2025, after completing infrastructure and obtaining trial production permits [2] Investor Engagement - During the Q&A session, investors inquired about various operational aspects, including tailings filling with a utilization rate of 53.75% and product pricing coefficients ranging from 90% to 95% based on moisture and metal content [3] - The gold recovery rate is estimated at 91%-92%, while copper recovery is between 91%-94%, with trial production yielding copper-gold concentrate containing 90-100 grams of gold per ton [3] - The company anticipates reaching full production by 2026 and aims to stabilize production from 2027 to 2029, with ongoing deep exploration and resource expansion efforts [3]
盛达资源(000603) - 000603盛达资源投资者关系管理信息20251015
2025-10-15 15:34
问:产品计价系数? 每批次产品的计价系数取决于该批次产品的水分、金属含量, 计价系数不固定,大概在 90%-95%之间。 盛达金属资源股份有限公司投资者关系活动记录表 编号:2025-006 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 □业绩说明会 | | 动类别 | □新闻发布会 □路演活动 | | | √现场参观 | | | □其他 长江证券(叶如祯)、方正证券(熊宇航)、国盛证券(张航、王 | | | 瀚晨)、国泰君安证券(兰洋)、华泰证券(马晓晨)、民生证券 | | | (王作燊)、浙商证券(沈家悦)、创金合信基金(黄超)、海富 | | 活动参与人员 | 通基金(蒋旭杰)、鹏华基金(曾欣)、平安基金(陈默、王华)、 | | | 中汇(北京)私募基金(忻盛溢)、东方证券资管(杨帅)、工银 | | | 安盛资管(赵博容)、深圳华安合鑫资管(张琪)、太平资管(邵 | | | 一真)、海港人寿保险(康子冉)(不同机构类别按拼音排序) | | 时间 | 年 月 日 2025 10 15 | | 地点 | 四川鸿林矿业有限公司 | | 形式 | 现场参观 ...