Workflow
银铅锌多金属矿
icon
Search documents
中国中铁港股逆势上扬,机构看好其矿产资源板块新增量
Zhi Tong Cai Jing· 2026-02-20 07:04
逆势涨近7%,截至发稿,涨6.92%,报4.79港元,成交额超2亿港元。 消息面上,中信建投证券近期研报指出,公司参股的中金(兴安盟)矿业以78.7亿元竞得复兴屯银铅锌多金属矿1区探矿权,该矿已探明银矿石量2629.2万 吨、银金属量5105吨,品位194.2克/吨,伴生锌金属23.57万吨、铅金属13. 52万吨。 据初步估算年新增投资收益10.7亿元,占2024年中铁资源归母净利润的35.6%。公司矿产资源板块在产5座矿山,在建蒙古木哈尔铅锌矿,本次新获取的矿权 将为资源板块利润带来显著增量。 编辑/lambor ...
港股异动 | 中国中铁(00390)逆势涨超5% 机构看好其矿产资源板块新增量
智通财经网· 2026-02-20 02:25
Core Viewpoint - China Railway (00390) has seen a significant increase of over 5%, currently trading at 4.72 HKD with a transaction volume of 128 million HKD, driven by positive news regarding its mining investments [1] Group 1: Company Developments - CITIC Securities recently reported that China Railway's associate, Zhongjin (Xing'an League) Mining, won the exploration rights for the Fuxingtun Silver-Lead-Zinc polymetallic mine for 7.87 billion RMB [1] - The mine has confirmed silver ore reserves of 26.29 million tons, with a silver metal content of 5,105 tons and an average grade of 194.2 grams per ton, alongside associated zinc and lead metals of 235,700 tons and 135,200 tons respectively [1] - Preliminary estimates suggest an annual incremental investment return of 1.07 billion RMB, which would account for 35.6% of China Railway's net profit attributable to shareholders in 2024 [1] Group 2: Resource Sector Impact - The company currently operates five mines and is constructing the Mongolia Mukhal Lead-Zinc Mine, with the newly acquired mining rights expected to significantly enhance profitability in the resource sector [1]