江銅(00358.HK):生產經營活動尚未受疫情影響 另正制定擬分拆江西銅箔上市預案
江西銅業(00358.HK)公布,公司近期與市場投資者進行了電話交流調研活動,內容包括公司今年首兩個月營業總收入762億元人民幣(下同)左右,按年增長約40%,實現歸屬於上市公司股東的淨利潤約9.5億元,按年增長約150%。
公司透露,已完成擬分拆江西銅箔前期混改及戰略投資者的引進工作,目前正有序推進,公司正制定擬分拆上市預案。至於江西上饒項目的一期年產5萬噸鋰電銅箔已於今年2月份正式開工建設,爭取盡早建成投產。公司參與的「一帶一路」重點項目哈薩克斯坦巴庫塔鎢礦建設與合作方緊密協作,建設進度正在加快推進;武山銅礦三期井下1萬噸/日擴建工程、銀山礦業5,000噸/日露轉坑項目也正加緊建設。
此外,公司已成立由高管領導的雙碳工作組,加緊編製「碳達峰、碳中和」戰略規劃,正在全面梳理摸清碳排放家底和降碳潛力,加快推進礦山、冶煉、加工的綠色低碳工藝革新,推動實現產業鏈系統性節能降耗。
疫情方面,公司礦山及冶煉、加工工廠主要以中國為主,一直以來都嚴格按照國家疫情防控要求,採取嚴密的疫情防控措施,目前公司的生產經營活動尚未受到實質性影響,處於正常有序開展狀態,公司主產品價格處於近年較高位置,未有明顯大幅度波動。公司境外子公司及項目,目前也處於有序運營當中,尚未受到實質性阻礙影響。
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