The market continues to rebound with reduced volume, continuously monitoring the rotational opportunities between the CSI Consumer 360 index and self-control.

Track the entire lifecycle of the main Sector.

cls.cnApr 14 21:23 ET

Zijin Mining Group: In the first quarter of 2025, performance surged by 63%, with strong gold and copper production driving a profit explosion.

Zijin Mining Group's performance in the first quarter of 2025 surged by 63%, with strong growth in gold and copper production driving profit growth. Core highlights include bright financial performance: revenue reached 78.928 billion yuan, a year-on-year increase of 5.55%, with the net income attributable to shareholders increasing by 62.39% to 10.167 billion yuan. The mining company's gross margin stood at 59.94%. Production significantly improved: gold output rose by 13% year-on-year, and copper output increased by 9%, with major mines continuously releasing capacity. Profitability saw a substantial boost: rising metal prices combined with increased capacity pushed total profit up by 66.37% year-on-year and 32% quarter-on-quarter. Cash flow was abundant: cash from operating activities.

wallstreetcnApr 11 08:44 ET

Jiangxi Copper achieved a record high in net profit last year. The trend of Industry consolidation may intensify. | Interpretations

① The company achieved its best annual performance since going public; ② The company stated that the trend of domestic Industry consolidation may intensify in 2025.

cls.cnMar 27 11:06 ET

The outlook for Copper and Gold is optimistic! Although prices are at historic highs, JPMorgan believes that Zijin Mining Group is "not expensive."

JPMorgan believes that Gold has become a key profit driver for the company, contributing 32% of gross profit in fiscal year 2024 (up from 26% in 2023), mainly due to a 28% year-on-year increase in the average selling price. It is expected that Gold production will reach 85 tons in 2025 (a year-on-year increase of 17%), and Copper production will reach 1.15 million tons (a year-on-year increase of 8%).

wallstreetcnMar 26 03:29 ET

Yunnan Copper's revenue increased in 2024, but profits did not; the production volume of main products for 2025 is raised | Interpretations

① Due to losses in Q4, Yunnan Copper will see revenue increase without profit growth for the entire year of 2024; ② The company has increased the production volume of its main products for 2025.

cls.cnMar 25 11:16 ET

Zijin Mining Group Chairman Chen Jinghe discusses acquisition strategy. High-value projects still exist in the Industry despite high positions | Coverage of the Earnings Conference.

① Chen Jinghe believes that, despite the current high running levels in the Industry, there are still projects with good cost performance; ② Chen Jinghe explained the company's merger strategy from four aspects.

cls.cnMar 24 10:08 ET