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]:南方锰业二零二四年年度报告 - 发现报告

南方锰业二零二四年年度报告

2025-04-30 港股财报 表情帝
报告封面

245817344550677087899798100102104180181 Clarendon House, 2 Church Street,Hamilton HM 11, Bermuda A02 (8522179 1310(8522537 0168ir@southmn.com 1091 158 www.southmn.com Conyers Corporate Services (Bermuda) LimitedClarendon House, 2 Church Street,Hamilton HM 11, Bermuda 183171712-1716 2829 () 15 97179 1415 21.4%7.2%21.2%5.4% 202010252021110 5% 30 ) 26 2,618,617,0001,074,959,000 704,0002,539,000 4649 9 (i)(ii) Rainbow Minerals Pte. Limited XV(a)XV78(b)352(c) 121% (1)(2)(3) (i)XVXV78352 10% (ii)XV23 336XV235% (a)L(b)(c)(d) XV23336 EMMEMMEMM (1) (2) 4,849,557.52 EMM 25% (i)(ii)(iii) 300074014A.56 •13,210.517,134.022.9%•406.4934.156.5%3.1%5.5%2.4•375.7123.7•353.58.9•725.164.1 9.3%12,28913,5564.28.2%12.4%36.0%166.0259.4 Bembélé15,27215,72543.4%44.4%11.6%486.1549.7 33.00%321.0800.0877.0264.0289.4264.0289.428.831.6321.0321.0 375.7123.7EBITDA123.9%EBITDA 186.2EBITDA 780.2725.164.1 13,210.517,134.022.9% 15.4%12.3% 10.5%1,175.31,313.7203.1191.7 171.1160.0 21.5%2,162.92,754.0 (a)9.3%12,28913,5567.0%165,724154,900 (b)84.8%96.2631.7(i)82.9%13,80580,782(ii)10.9%6,9717,820 22.1%182.4234.0321.0393.745.8 12.2%1,508.61,718.2486.1490.9 (a)15,27215,7256.8%73,40778,779 (b)49.4%34,73168,654 386.5334.215.6% 8,363.811,348.026.3% 21.0%12,804.216,199.8 406.4934.1527.856.5%3.1%5.5%2.4 38.0%144.2232.7(a)(b)(c) 133.0135.5 18.7%523.9644.8(a)(b) 17.8 33.00%321.0 40.4%144.8243.2(a)60.4(b) 124.619.788.8 10.14.816.00% -5.9%34.2%11 725.164.1 0.21150.0187 75.06.86.275.0 712.61,291.23,945.65,120.63,233.03,829.4 42.0%1,062.11,832.4 1,659.4891.3 3,719.14,704.9226.5415.71.05%8.25%45 3,945.65,120.6 (a) 1.529.0(b) 282.4289.2(c824.2579.944.145.8(d27.826.5 802.072.41,597.8319.81,659.4891.3 (a) (b) (c) (d)321.0 (e)367.0 (f)324.0 (g)(h)(i) AA232.0232.027.4%31.5%A 321.0 (a) (b) (c) (a) (b) (c) JORC (1)(a)Bembélé(b)(c) (2) Bembélé Bembélé I) Bembélé (1)40(2)2,000 Bembélé II) 10019,357 Bembélé BembéIé (1)1–3Bembélé(2)(3) Bembélé III) (1) (2) • IV) (1) • • (2) • V) 300961.SZ600969.SH 0993.HK 8086.HK1989. HK EMBA002178.SZ300240.SZ C.2.1 C.2.11 C.2.1 4649 3.13 3.13 C3 XIVA 3 (1) (2) C.5.1 1)2)3)4)5)6)7)8)9) 1. A. 56 1.2.3.4. B. 56 910 C. 5. 56 1. 2. 2. 3. 4. 5%1001,000 (a)(b)(c)(d) 20249132024822 ir@southmn.com 10% 2150%198174(3) 8996 ••• 14A14A14A • • • • • 1.2.(a)2.(b)2.(c)2.(d)3.4.5A.5B.5C.6. ir@southmn.com 6 5,6816,67099.33%99%1,58027.8%28.7%28%29.4%40 (1)(2)(3) 5%18,0002024123177,183,000202392,352,00020241231 5,600 (ESG) •• •••• ESGESGESGESGESG ESG 1.2.3.4.5.6.7.8.9.10.11.12.13.Bembélé (1) (2) (i)(ii) (3) (i)(ii)(iii) (4) (i)(ii)(iii) (5) (6) (1) (2) (3) (4) (5) 200820152016-2020 (1) (i)(ii)(iii) (2) (i) (a)(b)(c) (ii) (a)(b) (2) (iii)(a)(b) (1) (i) (1) (ii) ISO9001:2015 (1) (iii) (iv) (2) (i)(ii)(iii)–(iv)MTP(v)–(vi) (1) (i) (a) (c) (ii) (a)(b)(c)(d) (iii) (a)(b)(c) (2) 704,000 1,000,000,000342,845,9001,0001,268,529,8303,428,459,0000.370 2,000CCASS 29.00%22.64%48.36% 97179 1. 2. 3. 90 • • • • • ၝ Υ ৌ ਕً ر ڌ ၝ Υ ତ ݴ ږඎ ڌ 1. 14Clarendon House, 2 Church Street, Hamilton HM 11,BermudaA02 1. # 2.1 801,966,00072,386,0001,597,774,000319,820,0001,659,391,000891,263,000 (a) (b) (c) (d)320,998,000 (e)367,036,000 (f)323,970,000 2.1 (g)(h)(i) (a) (b) (c) 2.1 (i)(ii)(iii)(i)(ii)(iii) 2.2 11165577 111 1 1 2.3 21197 3. 20% 3636 3. 3. 3. (a) (i)(ii)(iii) (b) (i)(ii)(iii)(iv)(v)(vi)(a)(vii)(a)(i)(viii) 3. 3%-20%10%-20%10%-20%10%-20% 3. 3. (a) 241069410 3. (b) (c) 12 3. 15 9 15 3. • •(a)(b) 3. 1212 30 90 11223 3. (i)(ii) 3. 3. 3. 12 3. 15 3. 1993(a) 3. 4. 2.1 4. 31122329 20% 20% 21 4. 365,571,00054,773,00018(b)18(c) (a)(b)(c) 92,758,00099,208,00015 200,832,000205,586,00017 4. 69,991,00055,947,00027 1416 1722 32,720,00014,778,0002,142,195,0001,326,533,000 5. (a) (b) (c) (d) 5. (a) 10% 6. 6. (a) 6. (b) 6. * 7. 8. 9. (a) 9. 10. 9 11. *36,837,00045,660,000 16.5% 11. 15% 15% 40% 25% 35%1% 12. ╱3,428,459,0003,428,459,000 13. 135,234,000192,547,000 26744,600,000495,924,000 5,692,000 15. 16 16. (a) 12,058,000 2679,556,00083,968,000 16. (b) (d)35(b) 16. 1514,002,00017,723,0006 17. 288,406,000 17. 18. (a)80,993,00075,000,00082,763,00075,000,00016.00%16.00%14.82%14.41% (b)42,773,00047,437,0008%8% 42,773,0006,602,00047,437,0007,336,000 (c) 316,196,000 18. 19. 10%10% 19. 689,914,000662,027,000 1,452,281,000664,506,000 20. 231,966,000231,966,000231,966,000231,966,000 2644,115,00045,800,000 21. 725,708,000783,692,000462,949,000510,864,000 21. 22. 177,910,000147,921,000 8 655,587,0001,258,047,000 24. 6023 25. 25. 26. (a) 38 28. 30. 100101 (a) (i)10%50%25% (ii) (b) 31. * 32. (a)33% 800,000,000882,800,000552,400,000609,573,000264,000,000289,423,00028,802,00031,575,00018(c)292,802,