股价下跌不影响赚钱！“矿茅”紫金矿业上半年日赚超2亿，同比大增近七成

澎湃新闻07-09 21:59

尽管今年上半年金属市场价格震荡波动，但国内“矿茅”紫金矿业（601899.SH/2899.HK）的赚钱势头仍未减缓。　　7月9日晚间，紫金矿业发布2026年半年度业绩预告。公司预计上半年归属于上市公司股东的净利润约391亿元，和上年同期相比（同比）增加约158亿元，增幅约68%。　　扣非净利润约379亿元，同比增加约163亿元，增幅约75%。其中，2026年第二季度扣非净利润约194亿元，环比...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2650270719?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-07-09 21:59","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2650270719","market":"other","top_or_hot":-1,"title":"股价下跌不影响赚钱！“矿茅”紫金矿业上半年日赚超2亿，同比大增近七成","media":"澎湃新闻","content":"<div>\n<p>尽管今年上半年金属市场价格震荡波动，但国内“矿茅”紫金矿业（601899.SH/2899.HK）的赚钱势头仍未减缓。\n　　7月9日晚间，紫金矿业发布2026年半年度业绩预告。公司预计上半年归属于上市公司股东的净利润约391亿元，和上年同期相比（同比）增加约158亿元，增幅约68%。\n　　扣非净利润约379亿元，同比增加约163亿元，增幅约75%。其中，2026年第二季度扣非净利润约194亿元，环比...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2026-07-09/doc-inihfpqs7478513.shtml\">网页链接</a>\n\n</div>\n","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>股价下跌不影响赚钱！“矿茅”紫金矿业上半年日赚超2亿，同比大增近七成</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n股价下跌不影响赚钱！“矿茅”紫金矿业上半年日赚超2亿，同比大增近七成\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-09 21:59 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/jjxw/2026-07-09/doc-inihfpqs7478513.shtml><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>尽管今年上半年金属市场价格震荡波动，但国内“矿茅”紫金矿业（601899.SH/2899.HK）的赚钱势头仍未减缓。\n　　7月9日晚间，紫金矿业发布2026年半年度业绩预告。公司预计上半年归属于上市公司股东的净利润约391亿元，和上年同期相比（同比）增加约158亿元，增幅约68%。\n　　扣非净利润约379亿元，同比增加约163亿元，增幅约75%。其中，2026年第二季度扣非净利润约194亿元，环比...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2026-07-09/doc-inihfpqs7478513.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0210527791.USD","symbol_name":"JPM ASIA PACIFIC INCOME \"A\" (USD) ACC","start_time":0,"source_url":"https://finance.sina.com.cn/jjxw/2026-07-09/doc-inihfpqs7478513.shtml","article_id":"2650270719","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/jjxw/2026-07-09/doc-inihfpqs7478513.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2650270719","pubTimestamp":1783605540,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"尽管今年上半年金属市场价格震荡波动，但国内“矿茅”紫金矿业的赚钱势头仍未减缓。　　7月9日晚间，紫金矿业发布2026年半年度业绩预告。公司预计上半年归属于上市公司股东的净利润约391亿元，和上年同期相比（同比）增加约158亿元，增幅约68%。　　截至7月9日收盘，紫金矿业A股股价报27.62元/股，上涨0.95%，最新市值为7344.36亿元。今年以来，公司股价累计下跌逾18%。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"601899":"紫金矿业","LU0210527791.USD":"JPM ASIA PACIFIC INCOME \"A\" (USD) ACC","HK0000181112.HKD":"DA CHENG CHINA BALANCED \"A\" (HKD) INC","LU0828237510.HKD":"SCHRODER ISF BIC (BRAZ IN CH)\"A\" (HKD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0737861699.HKD":"FIDELITY CHINA FOCUS \"A \" (HKD) ACC","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","HK0000252160.HKD":"易方达 (香港) 中国股票股息基金A 类 (分派) 港元","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU0328353924.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERGING MARKETS OPPORTUNITY (USD) \"P\" (USD) ACC","LU0886674414.USD":"CT (LUX) I ASIAN EQUITY INCOME \"AUP\" (USD) INC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU1224709979.USD":"FIDELITY CHINA FOCUS \"A\" (USD) ACC","02899":"紫金矿业","LU0164939612.USD":"HSBC GIF ASIA EX JAPAN SMALLER CO. \"AC\" ACC","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU0181495838.USD":"施罗德新兴亚洲A Acc","LU2008162690.USD":"FIDELITY FUNDS - ASIA PACIFIC OPPORTUNITIES \"A\" (USD) ACC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU1255011170.USD":"JPM CHINA A-SHARE OPPORTUNITIES \"A\" (USD) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","BK0012":"证金概念","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","BK0028":"国家队","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","02259":"紫金黄金国际","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU1934453819.USD":"AB CHINA A SHARES EQUITY PORTFOLIO \"A\" (USD) ACC","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU2495084118.USD":"ALLIANZ CHINA A-SHARES \"ATH\" (USDHDG) ACC","LU0831103253.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","LU0456854461.SGD":"JPMorgan Funds - Global Natural Resources A (acc) SGD","BK0242":"有色金属","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1655091459.SGD":"JPM ASIA PACIFIC INCOME \"A\" (SGD) INC A","LU2213484517.USD":"FRANKLIN TEMPLETON CHINA A-SHARES \"A\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK0196":"行业龙头"},"translate_title":"Falling stock price does not affect making money! \"Mining Mao\" Zijin Mining earned over 200 million a day in the first half of the year, a year-on-year increase of nearly 70%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"601899":1.5,"02899":1.5,"02259":1.5},"content_text":"尽管今年上半年金属市场价格震荡波动，但国内“矿茅”紫金矿业（601899.SH/2899.HK）的赚钱势头仍未减缓。\n　　7月9日晚间，紫金矿业发布2026年半年度业绩预告。公司预计上半年归属于上市公司股东的净利润约391亿元，和上年同期相比（同比）增加约158亿元，增幅约68%。\n　　扣非净利润约379亿元，同比增加约163亿元，增幅约75%。其中，2026年第二季度扣非净利润约194亿元，环比增加约9亿元，增幅约5%。\n　　紫金矿业称，尽管行业整体面临多重外部扰动因素，但公司各项主营业务仍稳步推进。从产量来看，报告预计今年上半年矿产金47吨、同比增长15%，矿产铜53.4万吨，去掉卡莫阿铜矿产量后增长5%，矿产锌（铅）20万吨、同比持平，矿产银229吨、同比增长2%。\n　　值得关注的是，被视为紫金“第三增长极”的新矿种锂亦已形成规模贡献。紫金矿业提到，公司旗下“两湖两矿”相继建成投产，踩准周期节奏，马诺诺锂矿已于2026年5月实现重介质选矿投产。上半年，公司锂板块实现当量碳酸锂4.3万吨，同比增长514%。\n　　同时，随着稀贵金属价格快速上行，紫金矿业钨、钼、锡等亦顺势释放产能，毛利大幅增加。副产品方面，上半年公司硫资源综合利用业务效益显著，硫精矿、硫酸副产品效益显著。\n　　在项目方面，紫金矿业在公告中提到，报告期内，旗下紫金黄金国际（02259.HK）2025年收购的阿基姆金矿与瑞果多金矿持续释放增量；巨龙铜矿产量稳步提升；公司锂板块业务推进顺利，马诺诺锂矿项目已于2026年5月实现重介质选矿投产，较原计划提前约1个月，冶炼一系列工程计划于2026年12月建成投产，3Q盐湖锂矿、拉果措盐湖锂矿及湘源硬岩锂矿产能稳步爬坡；安徽沙坪沟钼矿选矿项目已于2026年6月中旬开工建设，建成达产后，年均产钼约2.21万吨。\n　　根据此前披露，紫金矿业2026年的指导性产量目标为：矿产金105吨、矿产铜120万吨、当量碳酸锂12万吨、矿产银520吨，分别较2025年预计产量增长17%、10%、380%和19%。紫金矿业计划到2028年，综合指标排名进一步提升，铜、金矿产品产量进入全球前3位；到2035年，部分指标达到全球首位，除矿产金、矿产铜全球排名继续进位以外，亦有望成为全球最大的锂、钼生产企业之一。\n　　紫金矿业在公众号同步发布的文章中亦强调一点：在持续提升产能的同时，紫金矿业新一届管理团队聚焦内部管理提升，实施系统性的“打基础、补短板”工作，不断提升公司的比较竞争优势。\n　　2026年1月1日，被外界称为“中国金王”的陈景河正式宣布即日起正式退休，结束长达44年的矿业生涯。58岁的接棒者邹来昌在当天正式出任董事长，作为紫金矿业内部培养的核心骨干，邹来昌1996年即加入公司，是公司全球化战略与技术体系的重要奠基人之一。陈景河将邹来昌和新任总裁林泓富称为自己过去的“左膀右臂”和紫金矿业的功臣。\n　　截至7月9日收盘，紫金矿业A股股价报27.62元/股，上涨0.95%，最新市值为7344.36亿元。尽管基本面持续强劲，但受金铜等金属价格二季度深度回调等多重因素拖累，紫金矿业股价在1月底触及44.94元的历史高点后震荡下行，市值也从突破万亿后回落。今年以来，公司股价累计下跌逾18%。不过花旗、大摩等多家机构仍看好其后市。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：刘万里 SF014","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2650270719","isCrawlerRequest":true}