肖申克的救赎
上半年日赚超2亿元 “矿茅”紫金矿业年内已分红212亿元_我的网站

一 | MUMBAI, India -- MUMBAI, India (AP) — Cricket's return to the Olympic program for the 2028 Los Angeles Games drew an enthusiastic response from around the world.Cricket, a bat-and-ball game that is hugely popular in south Asia, was one of five sports added to the LA Games by the International Olympic Committee on Monday. Flag football, baseball-softball, lacrosse and squash were also included.“After a wait of more than a century, our beloved sport is back on the Olympic stage,” former India captain Sachin Tendulkar wrote on X, the social media platform formerly known as Twitter. “This marks the dawn of a new era for cricket as it will be a golden opportunity to foster inclusivity and showcase new talent from emerging cricketing nations. A start of something truly special!”Monday's decision was made at an IOC meeting in Mumbai, the Indian city that will host five matches at the ongoing Cricket World Cup.Cricket was last played at the Olympics in 1900, but the game is played at other multi-sport events like the Commonwealth Games and the Asian Games.“Players will get the chance to compete for an Olympic gold medal and be part of the games, which will be so special,” said Mithali Raj, a former India women's cricket team captain. “It’s also a chance for more fans around the world to enjoy our fantastic sport.”For the last two years, the International Cricket Council has been working extensively with the IOC for inclusion at the Los Angeles Games.“To have the opportunity to showcase our great sport at the LA28 Games and hopefully many Olympic Games to come, will be great for players and fans alike,” ICC chairman Greg Barclay said.The ICC hoped the Olympics, which has an estimated audience of more than 3 billion, will provide an opportunity for cricket to “engage new audiences and further boost the sport’s reach across the world, opening the door to a new generation of cricket enthusiasts.”Another Indian cricket great, Sunil Gavaskar, was also excited for the players to mingle with athletes from around the world.“That is totally fantastic, isn’t it?” Gavaskar said while commentating during Australia's cricket match against Sri Lanka. “What an experience it’ll be for every team, and particularly the Indian team, to be able to see what the Olympic village is like, to be able to spend time with other athletes, other champions.”In Australia, the governing body of the sport in the country praised the decision as a chance to expand further afield.“This is a game-changer for our sport that is already among the fastest growing in the world,” Cricket Australia chief executive Nick Hockley said. “The Olympic Games will undoubtedly increase the global reach of cricket, inspiring a whole new generation to love and play the game.”Cricket at the Los Angeles Olympics will be a six-team event for both men and women and will be played in the Twenty20 format.Los Angeles organizing committee sports director Niccolo Campriani said the format will be “appealing to the younger crowd.”“We are thrilled to welcome the world’s second-most popular sport with an estimated 2.5 billion fans worldwide,” Campriani said. “Some of you might be wondering why in LA? Well, the commitment to grow cricket in the U.S. is real, and it’s already happening with the launch of the very first Major League Cricket season earlier this year, which exceeded all expectations. And the (men’s) T20 World Cup in 2024 coming to U.S. and West Indies.”___AP Olympics: https://apnews.com/hub/2024-paris-olympic-games。 8月21日晚间,国内“矿茅”紫金矿业(601899.SH/2899.HK)发布2026年半年度报告。报告期内,该公司实现营业收入1941.78亿元,和上年同期相比(同比)增长15.78%;归属于上市公司股东的净利润为391.70亿元,同比增长68.17%。
报告显示,紫金矿业经营活动产生的现金流量净额达555亿元,同比增长92.41%,现金流充裕稳定。期末资产总额5414亿元,归母净资产2059亿元,资产负债率49.55%,自2012年以来首次降至50%以下。 值得一提的是,在半年报披露的同时,紫金矿业年度中期红利已于同日到账。

二 | 据此前公告,紫金矿业于7月10日已推出了111亿元规模的中期分红方案,中期分红时点大幅提前,紫金矿业称“为积极回报全体股东,使投资者尽早分享公司经营发展成果”。 而结合此前已完成的101亿元年度分红,紫金矿业在2026年自然年度内的累计分红总额首次突破200亿元大关,达到212亿元。 报告期内,紫金矿业主营金属产量稳中有进:矿产金产量达到47吨,同比增长13%;矿产铜产量为53.4万吨,在剔除卡莫阿铜矿减产等不可抗力因素后,实现了5%的同比增长。 同时值得关注的是,被称为公司“第三增长极”的锂板块,上半年实现当量碳酸锂产量4.4万吨,同比增幅高达496%,开始形成规模化的利润贡献。此外,马诺诺锂矿已于今年5月提前投产、3Q盐湖及拉果措盐湖产能稳步爬坡。 钼、钨、锡等稀贵战略金属产能顺势释放,硫精矿、硫酸等硫资源综合利用效益显著,成为紫金矿业新的利润增长亮点。 紫金矿业综合毛利率达37.75%,同比提升14个百分点。

三 | 其中矿产品毛利率69.34%,同比提升9.11个百分点。 放眼全球矿业格局,2026年正处于关键矿产战略价值重估的历史性窗口。一方面,AI算力革命与能源转型叠加,铜、锂等新能源金属的结构性需求缺口持续扩大,高盛预测全年铜均价约12650美元/吨,全球精炼铜市场预计出现33万吨左右供应缺口。 另一方面,地缘政治博弈加剧,资源民族主义抬头,海外优质资产的获取难度和合规成本显著上升。普华永道报告显示,2025年全球矿业并购交易总规模突破700亿美元,但矿业开发资本仅550亿美元,占全球能源投资不足2%,中长期供给约束难以缓解。

四 | 2026年也是紫金矿业第九届董事会履新开局之年。

五 | 新年第一天,被外界称为“中国金王”的陈景河正式宣布即日起正式退休,结束长达44年的矿业生涯。58岁的接棒者邹来昌在当天正式出任董事长。

六 | 陈景河将邹来昌和新任总裁林泓富称为自己过去的“左膀右臂”和紫金矿业的功臣。 报告写道,报告期内,面对全球格局深刻演变、地缘冲突不断升级、大宗商品价格宽幅震荡等复杂外部形势,公司保持战略定力。整体来看,紫金矿业目前战略布局为“金铜锂为主,多矿种协同”。 紫金矿业最新还强调了体系化技术创新和数智化,这也反映出公司新一届董事会正在发起由传统矿业向科技驱动、数智化转型的变革。这也意味着公司在进一步重构成本和效率。 根据披露,上半年,拉果措盐湖全球首创的钛系+铝系联合吸附提锂工艺实现工业应用,铜钼分选、光电抛废等技术推广显著提升了资源综合利用效益。

七 | 其自主研发的国内超大吨位230吨纯电动矿卡成功下线,境内露采矿山电动矿卡使用比例已超50%。

八 | 据测算,电动矿卡的吨公里会计成本较燃油矿卡低约29%。 截至8月21日收盘,紫金矿业A股股价报34.74元/股,上涨2.69%,最新市值为9237.61亿元。

九 | 尽管基本面持续强劲,但受金铜等金属价格二季度深度回调等多重因素拖累,紫金矿业股价在1月底触及44.94元的历史高点后震荡下行,市值也从突破万亿后回落。

十 | 7月初股价距离年内高点接近腰斩,随后重回上涨态势。

十一 |
(文章来源:澎湃新闻)。
Current article:http://6nmkgr.foujiongwenruapoumeizhan.buzz/2gzpdg7/hudytra.html
Published on:16:30:31
















