As the price of gold continues to rise,As well asWaiting for a group of gold Caiye related enterprisesRaise, the stock price has risen, and(601069.SH) However, they were still exploring new business growth points.
Following the dual -main business of the golden -golden main business to "Gold+Manganese Mine", he turned his attention to the ore.On December 25, a related transaction was releasedIt is said that with a funds of about 107 million yuan, the acquisition of 100%equity of Hengsheng Hangye held in Xinjiang's colors is 35.22%compared to the book value.
For this acquisition and future trend, on December 27, the relevant staff of the Western Golden Director Office said in an interview with the reporter of the Huaxia Times that the proportion of the future business in the ore -related business has not yet been exactly no exactlyThe expectations, and the gold mine of Yili and Hami in the three major gold mines is still in a state of stopping.
After the high premium is associated with the acquisition, repay the debt for it
On December 25, the Western Golden Release Related Transaction Announcement stated that it was intended to acquire control with its own fundsThe 100%equity of Hengsheng's industry held in Xinjiang has a valuation of about 107 million yuan, compared with the book value of 35.22%compared to the book value.
The Sky Eye Inspection Monitoring Data shows that Hengsheng Yiye was established in 2003 and is located in the Altay area of Xinjiang.加 Switching and pressure -delay industry -based enterprises.
业 It is mainly used in the fields of nuclear industry, aerospace, electronics, machinery and automobile manufacturing.According to the data of Zhiyan Consultation, the market size in China increased from 250.62 million yuan in 2017 to 480.867 million yuan in 2022, with an average annual compound growth rate of 13.92%. In 2022, the market size of the industry increased by 20.8%year -on -year.
In recent years, Hengsheng's performance has developed rapidly.The report shows that in the first three quarters of 2023, Hengsheng's industry has been realized104.3356 million yuan, more than 2022 revenue of 90.2879 million yuan; in the first three quarters of 2023, Hengsheng's industry21.4015 million yuan, which has exceeded 2022 net profit of 1.7178 million yuan several times.
西部黄金在公告中表示，看好恒盛铍业的矿矿矿矿突发新闻发展前景，收购该企业将充分发挥双方在冶炼、Best replica sneakers矿矿矿矿突发新闻技术设备、矿矿矿矿采购销售以及运营管理等方面的矿矿矿矿协同效应，Cheap Football Shirts实现优势互补，矿矿矿矿为西部黄金提供更为稳定、矿矿矿矿Reliable performance guarantees reduce the company's operating risks.
However,矿矿矿矿 it is worth noting that a year ago, Hengsheng's business was still in a state of incapable debt, and the net asset value evaluated by another institution was only -62,40,800 yuan.
Public reports show that in 2021, Hengsheng's industry faces many development issues such as the unstable supply chain, high procurement costs, and limited sales.In order to solve the problem, Hengsheng Zheye invested a large amount of capital reserve raw materials. By September 30, 2022, Hengsheng's total assets were 100 billion yuan, the book value of liabilities was 184 million yuan, and the book value of net assets was -83.4247 million yuan.
The changes in valuations are mainly due to the "generous redemption" of Xinjiang's colored color.Western gold explained that on January 18, 2023, the color of Xinjiang has claimsThe right to contribute to 13.5074 million yuan, the registered capital of Hengsheng's industry increased to 23.5074 million yuan, and the liabilities decreased by 13.5074 million yuan, resulting in a large increase in the account value of net assets.
Soon after buying Hengsheng's business, gold in the west had to repay its debt.The content of the announcement shows that Hengsheng's industry still owes about 21.9268 million yuan in non -neat borrowing in Xinjiang. Western gold needs to be returned to the borrowing within two months after the delivery of the equity of the transaction.
Industry experts Lin Xianping told the reporter of the Huaxia Times that at present, the supply of 铍 is relatively small globally, and it is relatively scarce. my country ’s non -ferrous metal industry has problems in the development and production process of development and production. Essence
Although it shows that it is optimistic about the development of Hengsheng's industry, the Western Gold also prompts in the announcement that due to the impact of the macroeconomic and international situation, the future operation of Hengshengye also has certain uncertainty.On December 27, the relevant staff of the Western Golden Division Office also said in an interview with the reporter of the Huaxia Times that they have not yet exactly have an exact expectation of the future proportion of ore -related businesses.
Sanjin ore stopped production in two, "We are also anxious" "
Western gold is one of the largest gold production companies in the western region of China. In early 2022, after major assetsIn the future, adjust the single business of gold to the dual main business of "gold+manganese ore".
However, the development of "double main business" is not smooth sailing.According to the financial report data, in 2022, the western gold realized operating income of 4.408 billion yuan, a decrease of 20.38%from the same period last year after the adjustment, and the net profit attributable to shareholders of listed companies was 176 million yuan, a year -on -year decrease of 52.06%.
Regarding the decline in performance, gold in the west has explained many times that it is mainly due to the suspension of some mines. The production and sales of production gold decreased compared with the same period of the previous year, and the sales price of electrolytic metal manganese decreased compared with the same period of the previous year.
The largest golden business income in revenue has reduced significantly.The report data shows that in 2022, the schedule of gold and gold in the western region was 3.014 billion yuan, accounting for 68.38%of the total revenue, and the revenue of manganese ore business revenue was 1.326 billion yuan, accounting for 30.07%of the total revenue.The proportion is 0.66%.Among them, the revenue of gold in 2022 compared with 3.976 billion yuan in 2021, a decrease of nearly 1 billion yuan.
The impact of the discontinued production of gold ore is still spreading.On December 25, 2022, the Western Gold Announcement stated that its subsidiary of Golden Yili Co., Ltd., the western Golden Yili Co., Ltd. of Yili Prefecture, Yili Prefecture.In order to further strengthen the overall planning and development and utilization of gold ore resources in the Gold Mine Resources of Hami Gold Mine, the subsidiary Hami Gold Mine Co., Ltd. has carried out geological exploration and mineral integration, and the production is tentatively suspended for two years.
On December 8th, the Western Gold Announcement stated that its subsidiary Hami Gold Mine Gold Mine, 1110 Gold Mine, 11 manhole frames and the well -closed wells were still stopped.
In addition to the discontinuation of gold ore, manganese ore also has suspended production.According to the announcement, on June 26, 2023, the manganese ore of Baiyuanfeng, a wholly -owned subsidiary of the Western Golden Gold, discontinued its own production due to an accident and resumed production on July 10.
Affected by factors such as discontinued production, the golden performance of the western region continued to decline.The report data shows that in the first three quarters of 2023, the total gold revenue of the western region was 3.223 billion yuan, a year-on-year decrease of 0.51%, and the net profit attributable to the mother was -63.9247 million yuan, a year-on-year decrease of 196.89%.
On December 4, COMEX's gold futures price broke through the $ 2100/ounce mark, a record high, and as of December 22, COMEX gold futures prices increased by about 13.05%during the year.Under this background, the revenue and profits of gold and smelting enterprises have increased significantly.Redi Kicks