中礦資源(002738.SZ):預計半年度淨利潤同比下降80.97%-86.26%
格隆匯7月14日丨中礦資源(002738.SZ)公佈,預計半年度歸屬於上市公司股東的淨利潤6,500萬元–9,000萬元,比上年同期下降80.97%-86.26%,扣除非經常性損益後的淨利潤500萬元–1,500萬元,比上年同期下降96.63%-98.88%。
1、2025年上半年,中礦資源集團股份有限公司(以下簡稱“公司”)具有核心競爭力的稀有輕金屬(銫、銣)業務繼續發揮優勢,保持了良好的增長態勢和盈利能力,是公司業績的重要支撐。報告期內,稀有輕金屬(銫、銣)業務共實現營業收入約7.10億元,同比增長約50.88%;實現毛利約4.90億元,同比增長約43.78%。2、2025年上半年,公司實現自有鋰鹽產品銷量約1.78萬噸,同比增長約5.95%。但受鋰電新能源行業市場波動影響,鋰鹽產品市場價格較去年同期出現較大幅度回調。儘管公司持續優化鋰鹽業務經營模式,努力降低綜合成本,但在行業性價格下行背景下,該板塊的銷售收入及毛利率同比受到顯著影響。3、2025年上半年,公司所屬納米比亞Tsumeb冶煉廠銅冶煉業務受全球銅精礦供應緊張導致行業加工費(TC/RC)水平顯著下降影響,造成淨利潤虧損人民幣約2.00億元,對公司報告期內業績造成了階段性影響。公司已制定相應降本措施儘快關停銅冶煉產線,並通過釋放鍺業務產能,形成新的利潤增長點,力爭儘早實現納米比亞Tsumeb子公司扭虧爲盈。
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