南方锰业二零二二年年度报告

2-345-78-1617-4041-5152-5556-7273-7778-9495-9697-103104-105106-107108-109110-111112-190191192-196 Clarendon House, 2 Church Street,Hamilton HM 11, Bermuda A02 (852) 2179 1310(852) 2537 0168ir@southmn.com 18 Codan Services LimitedClarendon House, 2 Church Street,Hamilton HM 11, Bermuda 183171712-1716 2829 1091 www.southmn.com 39 2 RCEPRCEP 15 104190 1415 29202010252021110 2,536,0001,217,000 22.8%7.4%30.3%6.9% 5% 30 26 2,618,617,000446,415,000 5355 13.51B 9 (i)(ii) Rainbow MineralsPte. 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) EMM 25% (i)(ii)(iii) 300074014A.56 16,031.912,830.824.9%1,372.32,338.941.3%8.6%18.2%9.6119.7236.4336.1454.690.1%92.3% COVID-190.25%4.25% 8.1%20,32222,12128.216.0%44.2%71.5%385.81,355.7 Bembélé55.0%16,64410,74117.847.0%29.2%64.7%617.4374.9 59.0%514.21,254.1 119.7EBITDA20.8%1,048.01,323.0336.1454.6 16,031.912,830.824.9%(a)(b)(c) 15.0%23.9% 74.2%1,257.2721.7Bembélé246.4243.8 73.4180.6Bembélé166.0 (a)8.1%20,32222,12114.6%118,500138,682COVID-19 (b)35.8%905.31,409.336.6%106,612168,188 74.0%396.31,521.3180.2895.079.9% 18.7%1,986.71,673.955.7%692.5444.7 (a)55.0%16,64410,74133.9%78,981119,539 (b)130.3%99,59743,236 575.4292.896.5% 58.8%9,411.05,924.6 39.7%14,659.610,491.8 1,372.32,338.9966.641.3%8.6%18.2%9.6 15.7%183.2158.4 32.5%179.4135.4 5.4%623.9592.2 70.948.8 (a) 64%70.9332.6 442391 (b) 48.89.2 (c) 300266 121.0 221.3236.0 611,000297.316.00% 13.3%34.8%11 336.1454.6 0.09800.1326 89.07.26.289.0 1,606.31,245.94,460.44,113.92,854.12,868.0 (a)32.2%1,849.11,399.1(i)Bembélé(ii) (b)21.7%1,380.91,764.2 (c)65.3%2,148.9(1,300.2)(i)(ii) (d)30.7%1,521.4(2,196.7)(i)(ii) 746.31,584.9 3,534.72,889.0925.71,224.91.40%9.3%10% 4,460.44,113.9 (a)40.7147.9(b)430.8200.5(c) 616.525.242.4 33% 800.0904.4800.0980.8554.9627.3559.9685.9 746.33,145.5 AA232.5231.621.8%20.4%A (a) (b) (c) (a) (b) (c) COVID-19COVID-19 1,950 (i)(ii)(iii)(iv)13.24(v) 6.01A(1)18186.016.10 (i)(ii)(iii) JORC (1)(a)Bembélé(b)(c) (2) Bembélé Bembélé I) Bembélé (1)20 (2)2,000 Bembélé II) (1)10013,013(2)5022,298 Bembélé BembéIé (1)3BembéIé(2)(3) Bembélé III) (2) • IV) (1) • • (2) • V) 0993.HK 8086.HK1989.HK A.2.1 A.2.1 A.2.1 5355 3.13 3.13 XIVA 3 (1)(2)(1)(2)(1)(2) (1)(2) A.1.1 1)2)3)4)5)6)7)8)9) 1. A. 1.2. 62 1. 2. 3. 4. B. 1.2. 62 1. 2. 910 C. 5. 1. 2. 62 2. 1. 2. 3. (a) 4. (b)(c)(d) 5%1001,000 10% ir@southmn.com 2150%198174(3) 97103 • • • • • • • 1.2.(a)2.(b)2.(c)2.(d)2.(e)3.4.5A.5B.5C.6. 6 ir@southmn.com 6,9937,23599%99%2,05129.3%30.3%31.2%31.0%40 (1)(2)(3) 5%18,0002022123182,268,000202183,632,00020221231 7,000 (ESG) •• •••• ESGESGESGESGESG ESG 1.2.3.4.5.6.7.8.9.10.11.12.13.Bembélé (1) (2) (3) (i) (iii) (4) (i) (ii) (iii) (5) (6) (1) (2) (3) (4)– (5) 2008 – 20152016-2020 (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)–(v)(vi)(vii)(viii)(ix) (1) (i) (a) (b) (c) (ii) (a)(b)(c)(d)(e) (iii) (a)(b)(c) (2) 2,536,000 2,100CCASS 29.00%22.64%48.36% 104190 1. 2. 90 • • • • • 1. 14Clarendon House, 2 Church Street, Hamilton HM 11, BermudaA0240 1. 1. # ^ 2.1 746,265,0003,266,892,000 3,145,536,000 (a) (b) (c) (i)(ii)(iii)(i)(ii)(iii) 2.2 16373 – 2.3 1112812161028 221 1123 123 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% 3. 3. (a) 3069510 (b) (c) 12 3. 15 3. • •(a)(b) 1212 30 3. 90 112 2 3 3. (i)(ii) 3. ••• 3. ••• 3. •12 • • 3. 3. • • •• 12 3. 15 3. 3. 4. 2.1 31122329 20% 20% 21 4. (a)(b)(c) 104,006,000114,284,00015 213,352,000358,172,00017 56,190,00050,746,00027 4. 1416171822 26,897,00016,609,000971,429,0001,016,684,00019 5. (a) (b) (c) (d) 5. (a) (b) 1,187,173,0002,303,832,00010% 6. 6. (a) 6. (a) (b) 6. * 7. 8. *29,026,00014,229,00073,416,000 **768,359,000933,864,000 9. (a) 9. 10. 9 11. *56,015,000 16.5% 11. 15%15%40%25% 35%1% 12. 3,428,459,0003,428,459,000 12. 13. 14. 182,920,000154,320,000 26586,410,00025,193,000 69,572,000 15. 16 15. 16. / (a) 2630,072,000 16. (b) : 16. (c) 1519,003,00024,455,0006 ╱ 17. 70,941,000166,853,000332,626,000423,281,00044239150241714.6%11.1% 48,796,0009,182,00030026613.1% (a)91,883,00075,000,00016.00% (b)46,637,00047,616,0008%8% 46,637,0007,336,00047,616,0007,490,000 19. 10%10% 19. 586,427,000567,646,000 385,002,000449,038,000 20. 232,479,000231,642,000232,479,000231,642,000 2642,351,000 21. 1,004,521,0001,135,612,000317,342,000388,776,000 21. 22. 152,003,000158,117,000 8 22. 1,500,077,0001,122,270,000 24. 25. (a) (b) 904,400,000980,100,000627,300,000685,900,0008,935,00011,817,000 32 138 (a) 28. 29. 30.