这家公司上半年业绩增长超3倍！高毅资本二季度果断加仓

上海证券报2021-07-18

在上半年有色金属价格持续向好的背景下，西部矿业抓住机会实现业绩大幅增长。 7月16日晚，西部矿业披露半年报，公司上半年业绩增幅达到336.41%（此前预增为306%）。除了业绩大幅增长外，半年报显示，二季度西部矿业还获得明星资本高毅加仓。铜价上升助推业绩上涨具体来看，西部矿业半年报显示，上半年实现营业收入191.19亿元，同比增41.81%；实现净利润14.11亿元，同比增336.41%。 ...

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Comments

Diaschy86
2021-07-18
Diaschy86
加油加油吧
- SQ1128:
  赞
- Gnehnusee:
  yes
- Fengjie:
  赞
小小小橘子
2021-07-18
小小小橘子
B
- XiaoZ:
  [微笑]
- 小小小橘子:
  N
sst9383
2021-07-18
sst9383
LIKE pls
小虎小虎小小虎
2021-07-18
小虎小虎小小虎
贊
- 小虎小虎小小虎:
  666
一剑奈何
2021-07-18
一剑奈何
贊
- 一剑奈何:
  666
hhyw
2021-07-18
hhyw
好，3倍

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Gaoyi Capital decisively increased its position in the second quarter","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/09e1127cc0ff375514a91988376ab7d0","symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9},"content_text":"在上半年有色金属价格持续向好的背景下，西部矿业抓住机会实现业绩大幅增长。\n\n7月16日晚，西部矿业披露半年报，公司上半年业绩增幅达到336.41%（此前预增为306%）。除了业绩大幅增长外，半年报显示，二季度西部矿业还获得明星资本高毅加仓。\n铜价上升助推业绩上涨\n具体来看，西部矿业半年报显示，上半年实现营业收入191.19亿元，同比增41.81%；实现净利润14.11亿元，同比增336.41%。\n作为一家矿业公司，西部矿业何以取得如此优异的成绩？受益于铜价上涨周期，公司铜产品量价齐升是首要因素。\n\n据生意社统计数据，截至7月16日，现货铜报价69673.33元/吨，较7月12日的69496.67元/吨上涨0.25%，较年初上涨20.22%。\n对于业绩增长，西部矿业坦言主要系控股子公司玉龙铜业改扩建项目投产，铜精矿产量较上年同期增加，且有色金属市场价格持续向好，公司主要产品铜精矿和锌精矿销售均价较上年同期大幅上涨。\n事实上，在2020年底顺利投产的玉龙铜矿二期对公司上半年业绩增长起到至关重要作用。资料显示，玉龙铜矿是国内第二大单体铜矿，已探明铜金属量约为 650 万吨，品位达0.68%，公司目前持有其 58%股权。财务数据显示，玉龙矿业上半年实现营收25.42亿元，实现净利润12.64亿元。\n\n“玉龙铜矿目前已实现半产，预计在2022年实现满产。”公司相关人士表示，玉龙铜矿二期全面达产后，公司矿石的年处理量将由原来的200万吨提升至2000万吨，公司也将在现有年产铜6万吨的基础上再增加10万吨，公司的竞争力将得到大幅提升。“综合来看，玉龙矿业可实现的利润能使西矿整体利润水平翻一番，所以说这是一个再创辉煌的项目。”\n\n对于矿山板块，西部矿业表示还是要做大做强。据了解，西矿的目标是到“十四五”末形成5000万吨矿石年处理量能力，继续为成为国际特大型矿山奋斗。对于如何实现目标，前述人士表示西矿未来将采取一些并购重组、收购等方式来扩大资源优势。\n二季度获高毅资产加仓\n事实上，在半年报披露季投资者最关心的除了经营性信息外，恐怕就是股东信息了，因为在这里面藏着很多投资大佬们的一举一动。\n16日盘后刚刚发布2021年半年报的西部矿业，其股东榜就透露出高毅资产在二季度加仓的重要信息。\n\n具体来看，公司半年报股东榜显示，高毅资产-高毅晓峰2号致信基金持股比例由一季度末的1.58%增至1.79%，从一季度末的第三大股东跃升为第二大股东。同时，外贸信托-高毅晓峰鸿远集合资金信托计划新进公司十大股东榜，该信托计划以3784.97万股的持股数量（占总股本1.59%）成为公司第四大股东。\n回顾来看，高毅资产-高毅晓峰2号致信基金在2020年三季度进入西部矿业前十大股东。在完成建仓后，高毅资产-高毅晓峰2号致信基金在去年四季度增持公司46万股，今年一季度减持57.69万股，今年二季度再度增持505.52万股，总体来看，该基金对西部矿业持续“看好”。\n\n需要指出的是，该基金在西部矿业建仓时，也是色金属价格回暖的开始，彼时西部矿业股价开启向上模式。统计数据显示，自2020年7月以来，西部矿业股价累计涨幅达到148.3%。由此推算，高毅资产-高毅晓峰2号致信基金亦有较高浮盈。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":173932261,"gmtCreate":1626596543853,"gmtModify":1703762195713,"author":{"id":"3582212677594923","authorId":"3582212677594923","name":"Diaschy86","avatar":"https://static.tigerbbs.com/023e36d76d8f4434c4ca55ea9d316933","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"加油加油吧","listText":"加油加油吧","text":"加油加油吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/173932261","repostId":1102934343,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5257654,"gmtCreate":1626656254783,"gmtModify":1663231140028,"authorId":3585734231041878,"author":{"id":3585734231041878,"authorId":3585734231041878,"name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":173932261,"type":1,"supId":0,"prevId":0,"content":"<u>赞</u>","text":"<u>赞</u>","html":"<u>赞</u>"},{"id":5254215,"gmtCreate":1626603227019,"gmtModify":1663231124751,"authorId":3572057606547842,"author":{"id":3572057606547842,"authorId":3572057606547842,"name":"Gnehnusee","avatar":"https://static.tigerbbs.com/2d7451bae30652109027611b94e0a24a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":173932261,"type":1,"supId":0,"prevId":0,"content":"yes","text":"yes","html":"yes"},{"id":5254131,"gmtCreate":1626601869673,"gmtModify":1663231124538,"authorId":3564909256585570,"author":{"id":3564909256585570,"authorId":3564909256585570,"name":"Fengjie","avatar":"https://static.tigerbbs.com/45987ca4f2ac62a210c20544200c49f9","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":173932261,"type":1,"supId":0,"prevId":0,"content":"赞","text":"赞","html":"赞"}],"langContent":"CN"},{"id":173902824,"gmtCreate":1626593155268,"gmtModify":1703762167066,"author":{"id":"3573976318383866","authorId":"3573976318383866","name":"小小小橘子","avatar":"https://community-static.tradeup.com/news/cdc454c1bd35f0fb1202ed00c9d6ff76","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"B","listText":"B","text":"B","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/173902824","repostId":1102934343,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5256931,"gmtCreate":1626652696261,"gmtModify":1663231141540,"authorId":3570220781625377,"author":{"id":3570220781625377,"authorId":3570220781625377,"name":"XiaoZ","avatar":"https://static.tigerbbs.com/2a906c12b69962b4dd222f51848e4d05","vip":1,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real 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