002738 中矿资源
交易中 09-08 11:27:48
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股市必读：中矿资源新发布《关于为子公司提供担保的公告》
证券之星 · 09-02
股市必读：中矿资源新发布《关于为子公司提供担保的公告》
中矿资源（002738）披露为子公司提供担保公告，8月31日股价上涨0.95%
证券之星 · 08-31
中矿资源（002738）披露为子公司提供担保公告，8月31日股价上涨0.95%
中矿资源：年产3万吨高纯锂盐产线及年产3.5万吨高纯锂盐产线已逐步复产
证券之星 · 08-25
中矿资源：年产3万吨高纯锂盐产线及年产3.5万吨高纯锂盐产线已逐步复产
研报掘金丨东吴证券：维持中矿资源“买入”评级，多金属布局蓄力远期增长
中金财经 · 08-25
研报掘金丨东吴证券：维持中矿资源“买入”评级，多金属布局蓄力远期增长
图解中矿资源中报：第二季度单季净利润同比增长1422.14%
证券之星 · 08-25
图解中矿资源中报：第二季度单季净利润同比增长1422.14%
中矿资源（002738）披露2026年半年度报告，8月24日股价下跌1.12%
证券之星 · 08-24
中矿资源（002738）披露2026年半年度报告，8月24日股价下跌1.12%
中矿资源：上半年净利润11.11亿元 同比增长1146.81%
格隆汇 · 08-24
中矿资源：上半年净利润11.11亿元 同比增长1146.81%
股市必读：中矿资源新发布《北京市嘉源律师事务所关于中矿资源集团股份有限公司2026年第二次临时股东会的法律意见书》
证券之星 · 08-18
股市必读：中矿资源新发布《北京市嘉源律师事务所关于中矿资源集团股份有限公司2026年第二次临时股东会的法律意见书》
股市必读：中矿资源（002738）8月14日董秘有最新回复
证券之星 · 08-17
股市必读：中矿资源（002738）8月14日董秘有最新回复
中矿资源：年产3万吨高纯锂盐生产线于2026年8月10日恢复生产
证券之星 · 08-14
中矿资源：年产3万吨高纯锂盐生产线于2026年8月10日恢复生产
中矿资源：铯铷盐业务产品种类齐全、品质优良
证券之星 · 08-14
中矿资源：铯铷盐业务产品种类齐全、品质优良
中矿资源：积极推进津巴布韦锂产业链一体化布局
证券之星 · 08-14
中矿资源：积极推进津巴布韦锂产业链一体化布局
中矿资源（002738）披露全资子公司完成临时停产检修暨复产公告，8月10日股价上涨2.28%
证券之星 · 08-10
中矿资源（002738）披露全资子公司完成临时停产检修暨复产公告，8月10日股价上涨2.28%
中矿资源最新公告：两条高纯锂盐生产线停产检修完成恢复生产
证券之星 · 08-10
中矿资源最新公告：两条高纯锂盐生产线停产检修完成恢复生产
中矿资源：公司及控股子公司不存在为公司合并报表范围以外的其他单位或自然人提供的担保
证券日报 · 08-05
中矿资源：公司及控股子公司不存在为公司合并报表范围以外的其他单位或自然人提供的担保
8月5日中矿资源发生1笔大宗交易 成交金额948.8万元
证券之星 · 08-05
8月5日中矿资源发生1笔大宗交易 成交金额948.8万元
中矿资源（002738）披露2026年股票期权与限制性股票激励计划之股票期权首次授予登记完成公告，8月3日股价上涨1.76%
证券之星 · 08-03
中矿资源（002738）披露2026年股票期权与限制性股票激励计划之股票期权首次授予登记完成公告，8月3日股价上涨1.76%
股市必读：中矿资源新发布《第七届董事会第五次会议决议公告》
证券之星 · 08-03
股市必读：中矿资源新发布《第七届董事会第五次会议决议公告》
中矿资源（002738）披露召开2026年第二次临时股东会的通知，7月31日股价下跌0.53%
证券之星 · 07-31
中矿资源（002738）披露召开2026年第二次临时股东会的通知，7月31日股价下跌0.53%
中矿资源：本次发行旨在把握锂、铜、铯铷三大主业各自的景气周期与结构性机遇
证券之星 · 07-28
中矿资源：本次发行旨在把握锂、铜、铯铷三大主业各自的景气周期与结构性机遇
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公司概况
公司名称：
中矿资源集团股份有限公司
所属行业：
有色金属冶炼和压延加工业
上市日期：
2014-12-30
主营业务：
中矿资源集团股份有限公司的主营业务是锂电新能源原料开发与利用业务、稀有轻金属（铯、铷）资源开发与利用业务、固体矿产勘查和矿权开发业务。公司的主要产品是电池级碳酸锂、电池级氢氧化锂和电池级氟化锂，碳酸铯、硫酸铯、硝酸铯、氢氧化铯、碘化铯和甲酸铯，固体矿产勘查，矿权开发业务。
发行价格：
7.57
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01:08","pubTimestamp":1788282494,"startTime":"0","endTime":"0","summary":"公司公告汇总：中矿资源为全资子公司横琴中矿贸易向汇丰银行北京分行申请不超过3000万美元综合授信提供22,440.00万元连带责任保证担保，被担保人资产负债率超70%但资信状况良好；公司当前实际发生担保额277,878.80万元，无逾期担保。本次担保在公司股东会批准额度范围内，无需另行审议。截至公告日，公司及控股子公司对外担保总额为人民币671,353.16万元，实际发生担保额为277,878.80万元，无逾期担保。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026090200001751.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0182","BK0233","BK0077","002738","BK0000","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663700999","title":"中矿资源（002738）披露为子公司提供担保公告，8月31日股价上涨0.95%","url":"https://stock-news.laohu8.com/highlight/detail?id=2663700999","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2663700999?lang=zh_cn&edition=full","pubTime":"2026-08-31 22:05","pubTimestamp":1788185134,"startTime":"0","endTime":"0","summary":"截至2026年8月31日收盘，中矿资源报收于53.94元，较前一交易日上涨0.95%，最新总市值为393.43亿元。近日，中矿资源集团股份有限公司发布《关于为子公司提供担保的公告》。截至公告日，公司及控股子公司对外担保总额为人民币671,353.16万元，实际发生担保额为277,878.80万元，无逾期担保。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026083100036653.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0000","BK0077","BK0182","BK0233","BK0028","002738"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662782111","title":"中矿资源：年产3万吨高纯锂盐产线及年产3.5万吨高纯锂盐产线已逐步复产","url":"https://stock-news.laohu8.com/highlight/detail?id=2662782111","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662782111?lang=zh_cn&edition=full","pubTime":"2026-08-25 16:15","pubTimestamp":1787645709,"startTime":"0","endTime":"0","summary":"证券之星消息，中矿资源(002738)08月25日在投资者关系平台上答复投资者关心的问题。投资者提问：请问以目前复工和到货进度，有机构传言公司26年锂盐产能指引下调至4万吨？请问是否属实中矿资源回复：您好，公司年产3万吨高纯锂盐产线及年产3.5万吨高纯锂盐产线已逐步复产，目前Bikita锂精矿运输工作已恢复正常，锂精矿供应可满足国内冶炼产能的原料需求。感谢您的关注。本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。责任编辑：刘浩然","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026082500031780.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0077","BK0028","BK0182","002738","BK0233","BK0000"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662781766","title":"研报掘金丨东吴证券：维持中矿资源“买入”评级，多金属布局蓄力远期增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2662781766","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662781766?lang=zh_cn&edition=full","pubTime":"2026-08-25 15:27","pubTimestamp":1787642826,"startTime":"0","endTime":"0","summary":"东吴证券研报指出，中矿资源锂价上行释放弹性，多金属布局蓄力远期增长。公司26H1归母净利润11亿元，同比+1147%，其中26Q2归母净利润6亿元，同环比-1422%/+19％，业绩位于此前预告下半区。锂业务贡献核心利润、锂盐产线已陆续复产。预计全年公司5万吨LCE出货，若锂价维持15万元/吨以上，锂业务利润弹性仍显著。铯铷业务稳健、小金属提供远期弹性，铜业务逐步落地。考虑公司业绩符合市场预期，维持原预期，预计26-28年公司归母净利润28/39/47亿元，同比+507%/+40%/+21%，对应PE为14x/10x/8x，维持“买入”评级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260825/32346138.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["002738","601555","XME"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662120389","title":"图解中矿资源中报：第二季度单季净利润同比增长1422.14%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662120389","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662120389?lang=zh_cn&edition=full","pubTime":"2026-08-25 01:51","pubTimestamp":1787593865,"startTime":"0","endTime":"0","summary":"证券之星消息，中矿资源2026年中报显示，上半年度公司主营收入36.6亿元，同比上升12.03%；归母净利润11.11亿元，同比上升1146.81%；扣非净利润10.83亿元，同比上升14338.69%；其中2026年第二季度，公司单季度主营收入22.84亿元，同比上升31.97%；单季度归母净利润6.04亿元，同比上升1422.14%；单季度扣非净利润6.01亿元，同比上升1806.31%；负债率36.18%，投资收益1039.43万元，财务费用-697.3万元，毛利率52.9%。财报数据概要请见下图:本文数据来源于中矿资源2026年中报，仅供参考不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026082500005074.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002738"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661749752","title":"中矿资源（002738）披露2026年半年度报告，8月24日股价下跌1.12%","url":"https://stock-news.laohu8.com/highlight/detail?id=2661749752","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2661749752?lang=zh_cn&edition=full","pubTime":"2026-08-24 22:02","pubTimestamp":1787580174,"startTime":"0","endTime":"0","summary":"截至2026年8月24日收盘，中矿资源报收于53.69元，较前一交易日下跌1.12%，最新总市值为391.61亿元。该股当日开盘55.7元，最高56.7元，最低53.1元，成交额达18.16亿元，换手率为4.63%。近日，中矿资源披露《2026年半年度报告》。报告显示，公司2026年上半年实现营业收入3,659,582,444.22元，同比增长12.03%；归属于上市公司股东的净利润为1,111,264,383.77元，同比增长1,146.81%；扣除非经常性损益后的净利润为1,083,390,023.89元，同比增长14,338.69%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026082400036661.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0182","BK0233","BK0077","002738","BK0000","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661097227","title":"中矿资源：上半年净利润11.11亿元 同比增长1146.81%","url":"https://stock-news.laohu8.com/highlight/detail?id=2661097227","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2661097227?lang=zh_cn&edition=full","pubTime":"2026-08-24 18:05","pubTimestamp":1787565941,"startTime":"0","endTime":"0","summary":null,"market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_gelonghui","symbols":["BK0028","002738","BK0182","BK0077","BK0233","BK0000"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660439708","title":"股市必读：中矿资源新发布《北京市嘉源律师事务所关于中矿资源集团股份有限公司2026年第二次临时股东会的法律意见书》","url":"https://stock-news.laohu8.com/highlight/detail?id=2660439708","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2660439708?lang=zh_cn&edition=full","pubTime":"2026-08-18 01:08","pubTimestamp":1786986494,"startTime":"0","endTime":"0","summary":"公司公告汇总：中矿资源于2026年8月17日召开第二次临时股东会，审议通过向特定对象发行A股股票等11项议案，所有议案均获有效通过。公司公告汇总北京市嘉源律师事务所关于中矿资源集团股份有限公司2026年第二次临时股东会的法律意见书北京市嘉源律师事务所对中矿资源集团股份有限公司2026年第二次临时股东会的召集、召开程序、出席会议人员资格、召集人资格、表决程序及表决结果进行了见证，并出具法律意见书。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026081800001457.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0182","002738","BK0028","BK0077","BK0000","BK0233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660770561","title":"股市必读：中矿资源（002738）8月14日董秘有最新回复","url":"https://stock-news.laohu8.com/highlight/detail?id=2660770561","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2660770561?lang=zh_cn&edition=full","pubTime":"2026-08-17 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您好，公司所属江西中矿锂业“年产3万吨高纯锂盐”生产线于2026年8月10日恢复生产，“年产3.5万吨高纯锂盐”生产线计划于2026年8月中旬逐步恢复生产。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026081700000357.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002738","BK0000","BK0028","BK0182","BK0077","BK0233"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659920571","title":"中矿资源：年产3万吨高纯锂盐生产线于2026年8月10日恢复生产","url":"https://stock-news.laohu8.com/highlight/detail?id=2659920571","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2659920571?lang=zh_cn&edition=full","pubTime":"2026-08-14 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