紫金矿业2024年年报

2469141927376696103107126151155158160162164166167169171383 20253 31 1 1757503A 20251 10 H 183171712–1716 (ESG) 20253 31 www.zjky.cn 02899601899 200096 200312A20084250.1202412312,657,788,89426,577,888,940A20,589,048,94077.47%H5,988,840,00022.53% 20202024 1231 1993 20243032152%25HTOP412025ESG 2025 — 1.14,0001,8003.25001,300 20%—Akyem2028 — DeepSeekAIAI — ESGESG10 1.2151.25%1.2151.25% 基本每股收益（人民幣元／股）基本每股收益（人民幣元／股） *該數值包含已完成的2024年半年度分紅人民幣27億元，2024年年度分紅預案尚需提交2024年年度股東會審議*該數值包含已完成的2024年半年度分紅人民幣27億元，2024年年度分紅預案尚需提交2024年年度股東會審議 1077320242025-2028 /Cu /Au /Li 1,00010330 20254 -45 3Q220253 60350 Mpiana-Mwanga5MW Akyem5.8 30–3560 24053.3 220256 2,000500 7.64.6 50020253 12,00015–20 /Mo /Ag ESG 161730 20241231128533 47200020231 412013720231 100%11,037.413,972.531,298.2331,836.01(LCE)1,788.155,043.211,486.60804.133,253.10(LCE)860.471,0634866,235 (GB/T 17766–2020)(CRIRSCO)NI43–101JORC 2024CRIRSCOJORCNI43–10139 1,472.654.1365.140TimokJORC2811.87%920.61JORC2621.5%647VK 3.95159.75264.864.052.66266.73207.87 230278Akyem891,600835% 2025(000408.SZ)30.78%724.35100%70%24.01%21.09% 2024 1.20242.mFe%%mg/l3.(GB/T 17766–2020)4. 524% 1,068,4556.07%1,007,290747,5703.18%724,5502024164.365% 27.98%45.03% 1. 2.51,914122,67623,492 —308 —3,408916202429.297.952025297—45 30 4,227202443.720255860(Wood Mackenzie)350 1433.4220249.46830202511243 2,5611.5165202416.637,099501109.12025172025130–35260 29420249202520261,8007.6 2082021,0421,2004.6 16.43.6 40 (World Gold Council)512% 72,9382,345,0037.70%67,726228,7257,353,6668.33%249,5192024298.424% 30.07%131.1035 202021.6 3331,000202410262025927 19520247.5202581,00010 16620244.120254330 188278 岭 20248.220257330 Akyem 202452025620243.720253.3Akyem891,600835.8 20247.12,0005002025720243.46,00024053.356212,00015–20(1818.HK)18.95%20243.21,446.16517.38 407,0773.5%421,852371,05711.40%333,08144,3971.72%45,174 3.82%4.60% 202412.122025112.4290 58193202414.12.52025142.2 1,019,2672.89%1,049,622583,4628.49%637,628435,8045.78%411,99319917.70%2429,2733,6728643,761,49711.60%3,370,367 18.56%20.30% 20254 3Q 3Q830220253 Mpiana-Mwanga5MW 2162202562200MW+540MWh 8350020253 ++++PACK++ 53.1151.21%767.36MW564.54GWh48.21%22.5810kW2024 350 (600388.SH) 2025225%+30—300MW—200MW540MWhPACK 8.363%7.6119%21.828%101.731.3%61.4%7.215.6%4.2 ESG 10773454366%8%4.3%0.43% 63248132136%54%52%48933%3,9661,39816%30%55% 205H1812018AH22%11%6A264 202474.426.61002023 200026751500364 Akyem11,0373,9731,29831,836(LCE)1,788 502025—JM AIJMAI ESG 95.98%70% 202034.9%202551.21%15129 75033.42%8.12ESG2024ESG50 1 2024AI LBMA2,61126%2010402,38823%2,0002,4002,6002,778 2,60020245%5,1431,0451,000 20245COMEX10,85799,800128,700(ICSG) 20242.3%4.2%2.9%30 2,2863,23814%(ILZSG)20242.8%2.6%0.1%6.2 9.711.37.5+2024 1. 2. ESGESG –– 1993 ESG GRISASB TCFDESGESG 75,26651,9052,54782235,6655151,02233,5282,701510 2. 20242023 3. 20242023 1.2.3.20.37%57.97%8.884.C1AISC20% 4. 72%34% (1)(2) A. 13,555,02144.64%00%33.81% B. 6,767,25223.06%00%14.96% 5. 21 16836041166 22022202320235414202373312024 562024 6. 20241231296.48119.5667.58% 2024123132251.71297.78231.22 55%1,14420282,002 202412311,493202312311,4204752806041340.45%–7.75% 2024123160%2023123147% 20241231218,880,000,96320231231204,642,909,694177,730,729,06320231231138,362,796,318202412311.232202312311.479 2. 1,85347% 64%67%30%83%57%67%44%52% 3. 202050.10%20212017122024123199121.271.52119.75 36,6041,65734,9474112491624,532 313,000500 2025 2024 203050%AI20241.5%–2%2030100GWH 20247%1,000 201239% 2025ETF20251ETF3034 202420252025 2025 2025AI2030300CAGR18% 20245202820302028150–160100–110(LCE)25–302.5–3.5ESG 20241027 —ESG — 2025 115854444501 2025 2025 1. 2. 2028JM—Akyem 3. AI 4.ESG ESGESG COSO-ERMISO31000 (ESG) 1. 20251(UFLPA) UFLPA 2. AI 3. 4.ESG 20241231 99.99%99.95% 13 20241231 20232023–202530% 202432,050,602,43720242,341,125,18327,155,141,42720242024123121,573,766,015 20242024102.82024 20248920241012,657,788,8947,441,712,135.2202410031.5% 2022992022992024123185,00025,000,00096%60%20%20241231 A 5 (a) (b) 1.2.3. (d) 1.2.3.4. A5A A H H H H H 12310.146 20241231480,641H513A480,128 1.208,484,145A2.5,975,082,970H22.48%3.1,415,339,026A5.33% 20241231336XV23 1.CitigroupInc.489,842,573H620,000H1,062,866H2,824,000H2,754,900H12,646,068H374,000H8,342,068H2,576,000H472,814,778H 2.GIC Private Limited418,693,633H3,500,000H 3.JPMorgan Chase & Co.418,242,159H4,000,000H30,000H409,767H38,136,196H120,859,679H104,230,900H32,000H368,139H4,077,577H37,370,262H5,196,237H145,133,223H 381,287,244H11,076,000H1,202,000H378,000H 20241231XV23336 20241231XV(a)XV78(b)352(c)C3 XV78352 20241231XV23 (1)2020A9958.23A2024319 (2)2020AA2024127202411220241A33%30,211,698A202422 (3)202462539H251,900,000 (4)2020A202412720241117202415A33%742,500A2024129 251,900,000H A. 676.90741.629.56% 1250145502025512 B. 1,434.351,503.784.84% 1250145612025512