每經記(ji)者｜趙(zhao)李南    每經編輯｜張海妮    

8月23日，紫(zi)金礦業(ye)（SH601899，股(gu)價(jia)16.06元，市值4268億(yi)(yi)元）發布2024年半(ban)年報。今(jin)年上(shang)半(ban)年，紫(zi)金礦業(ye)實現營業(ye)收入約1504億(yi)(yi)元，同比增長0.06%；實現歸屬于上(shang)市公司股(gu)東的凈利(li)潤(run)約151億(yi)(yi)元，同比增長46.42%。

今年上半年，紫金(jin)礦業實現礦產銅51.9萬噸(dun)、礦產金(jin)35.4噸(dun)、礦產鋅（鉛）22.2萬噸(dun)、礦產銀210.3噸(dun)，其中礦產銅、金(jin)同比(bi)增(zeng)速分別為5.3%和9.5%。

值得(de)注意的是(shi)，毛利率(lv)的增(zeng)(zeng)長是(shi)紫(zi)金(jin)礦業利潤增(zeng)(zeng)長的重要原因。今年(nian)上半年(nian)，紫(zi)金(jin)礦業的整體礦產(chan)品毛利率(lv)同(tong)比增(zeng)(zeng)加5.6個百分點至57.3%。

紫金(jin)(jin)礦(kuang)(kuang)業表示，“控本”成(cheng)(cheng)為年度重(zhong)點(dian)工作，強化(hua)國(guo)際(ji)事業管(guan)理(li)委員會、鋰產業領(ling)導小組、金(jin)(jin)融委員會等(deng)職能，攻堅海外(wai)項(xiang)目(mu)等(deng)重(zhong)點(dian)領(ling)域成(cheng)(cheng)本控制并取得階段(duan)性(xing)成(cheng)(cheng)果；報告期，公司(si)銅精(jing)礦(kuang)(kuang)、金(jin)(jin)精(jing)礦(kuang)(kuang)銷售成(cheng)(cheng)本環比分別(bie)下降8.8%和6.7%。

同(tong)時，今(jin)年上(shang)半年，紫(zi)金礦業旗下巨(ju)(ju)龍(long)(long)銅(tong)(tong)(tong)(tong)礦和黑龍(long)(long)江銅(tong)(tong)(tong)(tong)山銅(tong)(tong)(tong)(tong)礦的重大地(di)質找(zhao)礦勘(kan)查成果獲(huo)得(de)自然資(zi)源主管部門評審通過。其(qi)中，巨(ju)(ju)龍(long)(long)礦區累計(ji)查明(ming)資(zi)源量(liang)(liang)銅(tong)(tong)(tong)(tong)2588萬(wan)噸(dun)(dun)、鉬167.2萬(wan)噸(dun)(dun)、銀(yin)1.5萬(wan)噸(dun)(dun)，為中國(guo)備(bei)案資(zi)源量(liang)(liang)最(zui)大銅(tong)(tong)(tong)(tong)礦山；銅(tong)(tong)(tong)(tong)山礦新增銅(tong)(tong)(tong)(tong)資(zi)源量(liang)(liang)365萬(wan)噸(dun)(dun)，其(qi)深部揭露的Ⅴ號礦體(ti)為中國(guo)東北地(di)區近四(si)十年唯(wei)一(yi)探(tan)明(ming)的超大型(xing)銅(tong)(tong)(tong)(tong)礦體(ti)。兩(liang)宗銅(tong)(tong)(tong)(tong)礦合計(ji)新增銅(tong)(tong)(tong)(tong)資(zi)源量(liang)(liang)1837.7萬(wan)噸(dun)(dun)、銅(tong)(tong)(tong)(tong)儲量(liang)(liang)577.7萬(wan)噸(dun)(dun)，約占中國(guo)2022年末銅(tong)(tong)(tong)(tong)儲量(liang)(liang)的14.2%。

此外(wai)，今年上半年，紫金礦業的公允(yun)價(jia)值變(bian)動損益(yi)(yi)約-5.8億元(yuan)，在(zai)一定(ding)程度上拖累了紫金礦業的業績表現。這部分損益(yi)(yi)變(bian)動主要來(lai)自于(yu)未指定(ding)套期關系的衍生(sheng)工具公允(yun)價(jia)值變(bian)動損益(yi)(yi)，特別是商品套期合約，損益(yi)(yi)約-3.8億元(yuan)。

對于(yu)套期(qi)，紫金(jin)礦(kuang)業稱(cheng)：“經公(gong)(gong)(gong)司(si)董事會(hui)(hui)批準，公(gong)(gong)(gong)司(si)及下屬子公(gong)(gong)(gong)司(si)在董事會(hui)(hui)審議的(de)額度內開展以(yi)套期(qi)保(bao)值為目(mu)的(de)的(de)衍生品投資業務(wu)，品種(zhong)包(bao)括礦(kuang)山、冶煉主營品種(zhong)、供應鏈業務(wu)相關品種(zhong)以(yi)及外匯(hui)等，具體由(you)公(gong)(gong)(gong)司(si)金(jin)融(rong)委員會(hui)(hui)在董事會(hui)(hui)授權范圍內進行(xing)決策。”