中信股份二零二四年半年度报告

00267 2024 1:4.53%4.94%2:Bestbuy Overseas Company LimitedAlumina LimitedAWC.ASX9.61%1.37%7.94%3:600871.SH1.71%00688.HK10.01% (100%)(601998.SH) (00998.HK)(68.49%)(600030.SH) (06030.HK)(19.84%)(100%)(50%)1(601066.SH) (06066.HK)(4.53%)(98.69%)(70%) (601608.SH)(67.27%)(42.11%)(100%) (000708.SZ)(83.85%)(601061.SH)(89.77%)2(01205.HK)(59.50%)(100%)(100%)(600282.SH)(62.76%) (01883.HK)(57.54%)(50.50%)(300788.SZ)(73.50%)(100%)(100%) (100%)(100%)(100%)(000099.SZ)(38.63%)(100%)(100%)(100%) 248233032 00267.HK 333435373941136 137138139141142143147147147148 3210.1%BBB+A-5007129 0.190.0155.27 2008,000 11.815%8%7%9,0907,04818%10% 8.28 2,060KK 5G 5G9 KBM +1+N1N 16 ESGESG5,2919 45 20243,77613%5673211.3%0.1% 1.1%1.3%2.6%10% 22%3.4%5.5%7.7%28%15%33%3.9% 1.101.1029,090,262,630 0.190.1855.27 人民幣元 1,397.631.1%499.80278.952.4%1.3% 1,0862.6%36010.3%3551.6%0.011.19%206.76%0.832.2%1.7% 9,090IPO4280.1%1066.5% 18%281425%4.8% 1690.6%10%8.1 254.619.694.595.5%7.3%7.7% 12%16%1634990%65%98 65%401750%16%39321%1.910.6% 1,668.1028%83.7866.5327%15% 9521122,0605702.3%2710%13027%1.6117.94%64%31%25%12 642114.9%3.7%28%4467KK60 3993%7.9%3.53 507.115%84% 242.212.60.322.6%69%93% 3.312.2%0.932.68% 5G5G24%62.487.9%75.5G5.5GICT8.2%4937%4.55 2.9%1901.6%0.89 1.120%283825 213.6133%30.1529.222.6%3.9% 72204%596 103152KBM 336.742.4%344.13299.74 69.0212.0821% 13.125.7378% 149.9832.06 143.1633(f) 113,309.20114,292.64 54,742.56941.161.7%47.90%0.42 33,335.92227.750.7%29.17%0.45 (a) 55,776.721,176.792.2%55.64%1.01 7,334.82303.04 The asset and liability management committeeALCO 1. ALCO 20246 30(1)1,678,864254,149(2)1,424,715(3)1,167,6071,46140,545 2024630 123 20246 30 (4) 2. 34(b) 3. 202463033 4. 20246 3029(d) 5. ••••• 9 1. ALCO 34(c) 2. 34(d) 3. 4. 5. 2024 50030050 101001,000 (a)(b) 1 622436 622662(3)63 622406(2)407(2)(3) 2 3416 11677 (1)(1)(1) (1) 2 9718191028 (1) (1)(1)(2) (1)(2) 3 (a)Mineralogy Pty Ltd.Mineralogy Sino Iron Pty Ltd.Sino IronKorean Steel Pty Ltd.Korean SteelBalmoral Iron Pty Ltd.Balmoral IronMineralogy(MiningRight and Site Lease AgreementMRSLASino IronKorean SteelBalmoral Iron10Balmoral Iron10 Sino IronKorean SteelMineralogyClive PalmerMineralogyMRSLA 3 (a)Mineralogy Pty Ltd.Mineralogy Mineralogy(Fortescue Coordination DeedFCDMineralogyFCD (i)Queensland Nickel 20176 29CIV2072/20172,324,000,0001,800,438,000Queensland NickelYabuluYabulu MineralogySino IronKorean Steel 20244 23MineralogyMRSLAMineralogySino IronKorean SteelBMineralogyYabuluQueensland Nickel PtyLtdQNIYabuluQNI2016120164 MineralogyBMineralogyQNIQNIYabulu MineralogyQNIYabuluYabuluQNI Metals Pty LtdQNI Resources Pty Ltd.MineralogyYabulu20152016QNIQNI Metals PtyLtdQNI Resources Pty Ltd Queensland Nickel Sales Pty LtdMineralogyFCD 20245 17Anshun 3 (a)Mineralogy Pty Ltd.Mineralogy (i)Queensland NickelMineralogy20246 3MineralogyFulcrumAnshunMineralogy –Mineralogy–Mineralogy2024617 • • •Mineralogy 202486 K Martin20209CIV 1267/2018 20244 12Mineralogy2024719Mineralogy –CIV 2425/2023–CIV 2425/2023–CIV 2425/2023CIV 2336/2023 202485 3 (a)Mineralogy Pty Ltd.Mineralogy (ii)Palmer Petroleum 20182 16MineralogyCIV1267/20182,675,400,000MineralogyPalmer PetroleumPty LtdAspenglow Pty LtdPalmer PetroleumBlaxcell LimitedMineralogyPalmer PetroleumBlaxcell Limited 20244 23MineralogyMineralogyMRSLAMineralogyBMineralogyPalmer PetroleumPalmer PetroleumMineralogyPalmer Petroleum20167 MineralogyBMineralogyPalmer PetroleumPalmer PetroleumMineralogyPalmer Petroleum MineralogyPalmer PetroleumBlaxcell LimitedMineralogyPalmer PetroleumBlaxcellLimitedFCDMineralogy20162017 20245 17Anshun Mineralogy2024 6 1Mineralogy 3 (a)Mineralogy Pty Ltd.Mineralogy (ii)Palmer Petroleum–Mineralogy–Mineralogy2024 6 17•••Mineralogy 202486 K Martin20209CIV 2072/2017 20244 12Mineralogy20247 19Mineralogy –CIV 2425/2023–CIV 2425/2023–CIV 2425/2023CIV 2336/2023 202485 3 (a)Mineralogy Pty Ltd.Mineralogy (i)2017 2017Mineralogy Mineralogy20196 10CIV 1915/2019Mineralogy –2017––– Mineralogy 202112 8CIV 2326/2021Mineralogy202111 29CIV1915/2019202112 29K MartinCIV 1915/2019CIV 2326/20212017 MCP 2017 MCPK Martin20222 2120224 292017 MCP 3 (a)Mineralogy Pty Ltd.Mineralogy (i)2017 20233 7K Martin2017 MCP20233 10K MartinK Martin –Mineralogy –MineralogyMineralogy2017Mineralogy –MineralogyK MartinMineralogyK MartinMineralogy –MineralogyMineralogy 20236 9MineralogyK Martin20237 28 20234 21K MartinMineralogy20234 212017 MCP 2024 3 (a)Mineralogy Pty Ltd.Mineralogy (ii)201720233 31K Martin2017 MCPCACV 35/2023K Martin–Mineralogy–Mineralogy2017–K Martin–2017–MineralogyMineralogy–Mineralogy 20233 31MineralogyK MartinCACV 37/2023MineralogyK MartinMineralogyMRSLAMineralogy 20235 1CACV 35/2023CACV 37/20232017 MCP 20248 121520248 1921 3 (a)Mineralogy Pty Ltd.Mineralogy (iii)2023 202311 27Mineralogy2023CIV 2336/202320232017MineralogySino IronKorean SteelMineralogy20232023 –Mineralogy2023–Mineral