盛屯矿业(600711.SH)上半年归母净利降83.9%至6400万元
格隆汇8月28日丨盛屯矿业(600711.SH)公布2019上半年业绩，公司实现营业收入141.10亿元，同比下降4.66%；归属于上市公司股东的净利润为6400万元，同比下降83.90%。
报告期内，在新项目投产方面，公司在刚果（金）10,000吨铜，3500吨金属吨粗制氢氧化钴项目实现了投产，逐步产出产品，进入稳定经营生产阶段。贵州华金金矿项目也完成技改，恢复试生产。
报告期内，公司矿山主要生产品种为锌、铜、铅、钨、锡。有色金属采选业务近年一直保持稳定发展趋势。2019年1-6月主要矿山实现销售收入1.16亿元，比去年同期下降36.06%，毛利为0.82亿元，比去年同期下降39.02%，主要原因为受内蒙古自治区安全生产大检查的影响，公司在内蒙的矿山埃玛矿业、银鑫矿业复工时间比往年推迟，公司在下半年将合理安排组织生产，保障全年整体生产任务的完成。报告期内公司下属华金矿业完成技改恢复试生产。公司在云南的矿山恒源鑫茂矿业和大理三鑫矿业仍然处于证照办理和矿山建设阶段，为未来矿山业务的进一步增长打下基础。
受到钴价低迷的影响，报告期公司钴材料业务实现营业收入12.86亿元，比上年同期上涨8.72%。随着刚果盛屯资源的投产，和收购恩祖里铜钴矿事项推进，公司钴材料产业链进一步完善，拥有资源和当地生产产能将进一步夯实钴材料业务的盈利能力和抗风险能力。
公司金属冶炼及综合回收主要为锌锗产品和铜的冶炼及回收。报告期内，公司金属冶炼及综合回收实现营业收入25.49亿元，实现毛利2.50亿元。报告期内，四月份并入的子公司四环锌锗年产22万吨锌产能处于达产状态，锗产能也进一步释放，对上半年业绩产生重要贡献。随着生产经营渐入佳境，行业景气，下半年四环锌锗的业绩贡献有望进一步提升。
公司金属贸易和产业链服务主要为有色金属产业链上下游企业提供矿产品原材料采购、金属产成品购销，以及金属产业链上各项服务。报告期内，公司金属产业链服务实现营业收入101.58亿元，比上年同期下降17.07%。实现毛利1.87亿元，比上年同期上涨65.86%。此外，公司已公告将出资1.45亿美元参与在印度尼西亚纬达贝工业园区投建年产3.4万吨镍金属量高冰镍项目，该项目设计产能为年产高冰镍43,590吨，高冰镍含镍量3.4万吨。该项目投资有利于公司进一步增加镍资源储备，扩大海外业务规模，提升公司的市场竞争力和经营业绩。
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