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
雨后就是彩虹
2021-07-18
雨后就是彩虹
贊
- 雨后就是彩虹:
  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

Leave a comment

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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":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","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,"idStr":"3582212677594923","authorIdStr":"3582212677594923"},"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,"idStr":"3585734231041878","authorId":3585734231041878,"name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","vip":1,"crmLevel":5,"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,"idStr":"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,"idStr":"3564909256585570","authorId":3564909256585570,"name":"Fengjie","avatar":"https://static.tigerbbs.com/45987ca4f2ac62a210c20544200c49f9","vip":1,"crmLevel":5,"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":1,"crmLevelSwitch":0,"idStr":"3573976318383866","authorIdStr":"3573976318383866"},"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,"idStr":"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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