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2017年甲玛铜金多金属矿毛利占比超过长山壕金矿
2017年甲玛铜金多金属矿毛利占比超过长山壕金矿
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所属报告:
中国黄金国际-港股公司研究报告-低估值、高分红率的铜金矿企-230823(22页).pdf
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甲玛铜金多金属矿开发历程
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产业概述
2025-08-12
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2010-2023H1期间长山壕金矿、甲玛铜金多金属矿的收入、毛利情况(单位:亿美元)
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行业数据
2023-08-23
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2018年甲玛铜金多金属矿收入占比超过长山壕金矿
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行业数据
2023-08-23
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2014-2022年甲玛矿铜产量情况
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行业数据
2023-07-10
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截至2019年12月31日甲玛NI43-101矿产资源量(按0.3%铜当量边界品位)
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行业数据
2020-07-30
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全球全年龄段奶粉市场规模(亿美元)
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公司股价或主要由铜、金价格驱动 2016-2018 年随着二期扩产项目投产放量,以铜为主的甲玛铜金多金属矿毛利占比超过以金为主的长山壕金矿。甲玛铜金多金属矿产出铜精矿及副产品金、银、铅、锌、钼,公司年报并未按金属品种分拆收入,而是将金等副产品的销售额作为铜生产成本的抵扣项;长山壕金矿产出合质金锭,内含少量白银。我们在盈利预测中将根据甲玛矿铜和金的营收占比分配毛利,实现铜、金产品实际毛利的划分,根据我们测算,2022 年公司铜(及其他副产品)产品毛利占比约为 65%,金(银)产品毛利占比约为 35%,铜毛利高于金毛利。
行业数据
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当前图表所属:
中国黄金国际-港股公司研究报告-低估值、高分红率的铜金矿企-230823(22页).pdf
表现金流量
公司2010-2023H1毛利率与铜、金价格对比
公司2010-2023H1毛利
公司2010-2023H1营业收入
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