您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。 [港股财报]:铁货年报2023 - 发现报告

铁货年报2023

2024-04-26 港股财报 王英杰
报告封面

2023年報 2023 K&S3.265%K&S 361022 24–K&S27–Garinskoye28–293687108116119–124–125–126–128–129–130–203–204207208209212 KimkanK&SSutara 202312 31 202312 318.7202212 3136.956.6 2023 ... K&SSutara K&SKimkanSutaraKimkanSutaraK&S Sutara SutaraKimkanSutara KimkanSutara20232024Sutara K&SGarinskoyeBolshoiSeym Nikolai Levitskii K&S2023 202312 31 SutaraKimkanK&SK&SKimkanK&S2024 K&S2,466,82965%20224.0%2,528,59620221.5% Kimkan 202365%26.1%140202365%12411.4%202365%128202365%15118% 2022K&SK&S 8.765.1%163.9156.8 65%13220225.0% ... 202373.62023K&SK&SK&S202312 31K&S202390.3163.9 202319.0%20226912023851 20239141.2% 20238.7 202378.9 Sutara2024 2023EBITDA18.4%45.8 K&SK&SK&SKimkanSutara SutaraK&SSutara2024KimkanSutaraSutaraK&S30 K&SK&S K&SEBITDA EBITDA 202312 31EBITDA18.4%45.82022123156.1 2023K&S20222,569,8454.0%20232,466,82920232,528,5961.5%2022 12 312,566,480 2023202310820228.5%65%20235.0%20232022202318.2%20232022 K&S18.2%62.937.5%16.0202378.9202278.8 EBITDA18.4% ... 2023 K&SK&S163.92022103.22.5202212 315.54.1202212 314.1 2023156.88.7 K&S65% 2023K&Si) Kimkanii)iii)K&S78%2,466,8292,569,8454.0%1.5%2,528,596 K&S202365%110152202365%13220221395.0% 2021202365%62% 9.2%253.02022278.8 K&S2023K&SK&S2023K&S Giproruda52,000202212 31183,000 ... K&S 18.2%62.9 20232023 (Eurasian Economic Union)202310 1202412 31 202320237.4%20232024202417.4%(Russia Central Bank)4.0% 202320212023 18.2%62.9 37.5%16.0 202378.92022 32.6%9.920222023 ... 20230.6 202319.5202217.7% K&SMIC Invest Limited Liability Company MIC20239.6%7.420235.39%20222.41%2022MIC19 10.220220.6 8.7163.92023156.8202212 3187.9 K&S2023130.4202260.220230.920220.8 202312 31202212 31 ... 202343.361.7EBITDA202319.9202229.09.0202363.3202232.7 MIC10.817.39.9SutaraK&S20238.00.62022MIC19.02023 2023 202312 3156.6202212 3136.99.0 202312 3133.9202212 3118.910.4202212 3112.90.1202212 310.112.2202212 315.0 202312 31217.6202212 31227.52023202220232022 2019240.0172.3202312 31MIC67.7202312 31 202312 3151.920231231 ... 20235.39%20222.41%20238.68%202212 318.48%202311.2EBITDA20220.7420230.24 2023123120221231202212 3123.3%2022 12 3117.4% 202312 31 202312 31Sutara Sutara 20231,63620221,80428.8202212 3135.720222023 202312 31 K&S K&S4130300 K&SKimkanSutara K&S3.265%K&SSutara2024KimkanSutara306.365%4.6 2023 2023K&S20235K&SK&S20235 2023 K&SK&S2022 2023K&S78%4.0%1.5% Sutara20242024Sutara Sutara50.4202312 3129.221.2K&S 2023K&SK&S687 2023K&S2023 K&S19,794,30011%9,237,00020224%2022202310% SUTARA SutaraKimkan15KimkanK&SKimkan CentralK&SKimkan WestKimkan CentralK&SSutaraSutaraSutara 9,124,30020224%2,239,66820224%20232,466,82920224%20222,569,845 2023K&SSutaraSutaraSutaraSutaraSutara K&SSutara 202385.468.1 SutaraKimkanK&S20239202310120241231K&S SutaraK&S K&S3202220202201.0820220.66K&S 68%3,5004.62602620 Garinskoye 99.6% 55%868% Garinskoye99.6%DSO 20132014DSO 3,500 Garinskoye4.620DSODSO26.247%1.7:1DSO1.9 (Giproruda)KuranakhKuranakh20162021 2023Kimkan202312 31 ... 202312 31JORC20122023 KimkanSutara KimkanSutara (K&S)ObluchenskoyeKimkanSutara K&SKimkanSutara2024K&S2023 K&S Garinskoye GarinskoyeMazanovsky300 194919501958 1.50%2.20%50%3.15%20% 2007Garinskoye2023Garinskoye2015Garinskoye20232022 Garinskoye ... Bolshoi Seym Bolshoi SeymBolshoi Seym26Bolshoi Seym90%99%Bolshoi SeymDalgeologiyaKalarskaya GRP19791982 Bolshoi SeymVostokgeologia2007200939,277170158354177,893 Bolshoi SeymMiconCIMVostokgeologia2007200920155%JORC2012 2012Bolshoi Seym49%100% Bolshoi Seym Bolshoi Seym 2023 ISO 1400120042011 ... C220231 1202312 31 ... 1. 2.52 3. 4.202212 31 1. 2. 3. 202312 31Natalia Klimentievna OzheginaVitalyGeorgievich SheremetAlexey Mihailovich Romanenko102 Natalia Klimentievna Ozhegina Vitaly Georgievich Sheremet Alexey Mihailovich Romanenko K&S 20231,63669%31%1,636681 20231,6369.3%1,16971.5%35121.5%1167.0% 2023 ... 2023202344828.23%Obluchensky 77.36 7 9 202320224%2,466,829 202320225.8%202211% 2023 1. ... 2. 22% 3. 24,363202315,000 ... 2023 ooooooooo ... 2023511 –242–269 K&S K&SSholom-Aleichem Priamursky State UniversityPriamursky State University2017K&S 202020232724202388 3071 Priamursky State University ... 18 4040 426-F ... 20231,000,0001.08 K&S ... 2011AFNORISO 14001ISO 14001 1. 2. 4. 5. 6. 7. 8. 9. 10. ... 1. 2. 3. 4. ISO 14001 2023 ... 20027On Environmental Protection19922395-1On Subsoil Law2001136Land Code199533On Specially Protected Natural Territories199552On Wild Animals1997116On Industrial Safety of the Dangerous IndustrialObjects199889On Production and Consumption of Waste199952On Sanitary– Epidemiological Welfare of thePopulation199996On Air Protection2004190Urban Development Code of the Russian Federation2004166On Fisheries and Conservation of Aquatic BiologicalResources200674On Water Code2011416On Water Supply and Water Disposal1995174On Ecological Expertise201199On Licensing Certain Types of Activities2003442On the Tra