雲南有色金屬上市公司陸續發佈2024年年報。錫業股份（000960.SZ，股價16元，市值263.33億元）4月2日晚間發佈的年報數據顯示，公司去年實現營業收入419.73億元，同比下降0.91%；歸屬於上市公司股東的凈利潤為14.44億元，同比增長2.55%。
The reporter of "Daily Economic News" noticed that the company's 43-year revenue and net profit attributable to the parent company were basically the same as those of the previous year, while the non-net profit was 00 million yuan.Compared with the same period last yearIt grew by 48.0%.Last year, the scale of the company's tin and supply chain business was significantly reduced, while the revenue of tin ingots increased steadily year-on-year.
近日，期貨市場錫價波動幅度較大。滬錫主力合約繼3月14日大漲8.6%後，4月2日再度大漲近4%，逼近30萬元/噸的關口。消息面上，礦端擾動持續，緬甸地震引發市場對當地錫礦複產推遲擔憂。錫價走升也帶動相關上市公司股價有所表現，截至4月2日收盤，華錫有色（600301. SH）up 89.0%, tin shares up 0.0%, industrial silver tin（000426. SZ）05.0%.
錫業股份主營業務為錫、鋅、銅、銦等金屬礦的勘探、開採、選礦和冶鍊。2024年，工業金屬方面，錫業股份生產錫8.48萬噸、銅13.03萬噸、鋅14.40萬噸、鉛1848噸；稀貴金屬方面，公司生產銦錠127噸、金1229千克、銀145噸。
In terms of products, the revenue of tin ingots was 16.0 billion yuan, a year-on-year increase of 0.0%, and the gross profit margin was 0.0%; tin revenue was 0.0 billion yuan, a significant decrease of 0.0% year-on-year, and the gross profit margin was 0.0%; The revenue of zinc products was 0.0 billion yuan, a year-on-year increase of 0.0%, and the gross profit margin was 0.0%; The revenue of supply chain business was 0.0 billion yuan, a year-on-year decrease of 0.0%, and the gross profit margin was 0.0%; Copper product revenue was 0.0 billion yuan, a year-on-year increase of 0.0%, and the gross profit margin was 0.0%.
Therefore, tin ingots and zinc products are still the main sources of profit for tin shares. According to the company's own production and sales volume and the relevant data released by industry organizations, the company's domestic market share of tin metal is 03.0% and the global market share is 0.0% in 0 years.
The reporter of "Daily Economic News" noticed that in 14 years, the operating cost of tin ingots and copper products of tin industry shares included the mining rights of the card room sub-mineral, the mining rights of the old factory branch, the mining rights of the Tangziwa mine of the mining and dressing branch, and the mining rights of the card room branch, which were included in the total cost of about 00 million yuan. According to the previously released performance forecast, the company's payment of mining rights transfer income is included in the company's non-operating profit and loss items, which also explains why the company's non-net profit increased significantly last year, while the actual profit only rose slightly.
According to the disclosure of tin industry shares, the average price of the main Shanghai tin contract in 82 years was 0 yuan/ton, with an annual increase of 0.0%.
Entering 3 years and 0 months, disturbed by a series of emergencies, tin prices accelerated their rise.
據新華社3月14日報導，由於受到反政府武裝在剛果（金）東部活動的影響，阿爾法明資源公司3月13日宣佈，暫停在剛果（金）比西錫礦的採礦作業並撤離礦區人員。比西錫礦是全球第三大錫礦。3月14日，倫敦金屬交易所的基準錫價漲至每噸3.7萬美元。日，滬錫主力合約大漲8.6%，盤中觸及漲停。
此外，緬甸是世界第三大產錫國，上週五（3月28日）緬甸發生重大地震災害後，錫價本周再度飆升，目前滬錫主力合約已逼近30萬元/噸的整數關口，創出階段新高。
Huawen Futures believes that the supply disturbance of tin ore in the Democratic Republic of the Congo (DRC) and Myanmar continues, the domestic refined tin production is limited, and the consumer side is suppressed by high prices, but the purchase of rigid needs still exists. Chuangyuan Futures also holds a similar view, saying that the two disturbances of the current shortage of ore have not been lifted, and it is expected that the performance of tin prices will still be strong.
錫價走升也帶動相關上市公司股價有所表現，截至4月2日收盤，華錫有色漲4.12%，錫業股份漲2.89%，興業銀錫漲2.05%。
It is worth mentioning that Tin Industry Co., Ltd. also stated in the annual report that the company deepened the linkage between futures and spots, and flexibly used futures hedging tools to prevent the risk of non-ferrous metal price fluctuations. The annual report shows that in 71 years, the total fair value change profit and loss of the derivative investment of tin shares for the purpose of hedging was -0.0 million yuan, of which -0.0 million yuan was tin and 0.0 million yuan was copper.
National Business Daily