中国中冶2024中期报告

. .2024829 .2024 . . . . . . . 4691957617898105112 2024 EPC AH 20242024 6,777.972,988.4256.8141.50 EPC14931832 39285.320098820005877673 16ENR20232505 194870 1215549624285.320098820005877673149318321,0536.4213533939 20099212009924AMSCI180300HESGA300ESG . . . . . . 1. 20246302024630 2,988.4220233,344.59356.1710.65%47.01202386.7939.7845.84%41.50202372.1830.6842.50%0.1120230.2620246307,555.51202312316,616.02939.4914.20%20246301,700.55202312311,679.9120.641.23%6,777.9720237,218.91440.946.11% 2. (1)2,773.6320233,094.51320.8810.37%(2)32.92202335.692.777.76%(3)160.312023165.515.203.14% (4)50.30202377.8527.5535.39%(5)3.4320234.340.9120.88% 3. (1) . 4,700,6328,678,974 4,700,6328,678,9744,149,7387,217,536550,8941,461,438 . 11 .2024 . 1. 2024 2. (1) 200567.0620.44% (2) (CDD)223202,167.5878.15% 20241,019.416.3%4,135.266.3%1,084.917.4% 122.02200/EPC21.1313.34CSP13.1512.0620012.07EMV11.8810.7 159.72(CDD)EPC58.73(EPC)33.5431.4529.6625.3724.285517.9916.41014.91114.8129.0 1126.1230EPC24.43EPC)22.44CEER21.1 1. 2024202417,7419,2012,6742,149202326.7%5.7%5.7%0.9% 2024 2. 32.92 (1) 140.215.8202415,8371,44297.2%16,5311,50615.72.57 (2) 32.766.5202426.4105.6%4,42122,153 4,12723,5673.71.01 (3) 182.220242751922611,423114.2%11,0318.10.68 (4) (5) II1,108 (6) 82123145.684,630402.47.11 1. 20255,777 QYResearch2023–20292029516.16.7%203520251.415%2035225%40% 2021–2030202510%20253 2. (1) +16.44 (2) 68402023 EPC69.32 (3) 14374.55 1. 20241-65.310.1%7012.0%3.8 23.7%2.721.8%4.819.0%4.725.0%7.415.2%5.422.6% 2. 43.132.1%696.82.7%0.1899.7%19.248.9%19.345%32.543.2%50.335.39%AAA . 70 1228 819 1+M+N REITs 1948 . 2024 2,988.4256.8141.50 20246,777.97435.492.1%31.78% 989663181 夯夯AAA7 . 1 2. (1)1 2 0 2 42 0 2 38.50%8.63%0.13 2024202325.29%34.45%9.16 2024202314.85%15.37%0.52 202420236.76%8.34%1.58 1 (2) (3) 9,800,7003.28%3,064,2921.03% 3,952,7491.46%693,6480.26% 3. (1) 202420231,386,3781,392,3140.43% (2) 2 0 2 420235,708,4215,425,5255.21% (3) 20242023637,300248,599156.36% (4) 202420238,066,1899,089,09211.25% 4. 5. (1) 2 0 2 42 0 2 3-28,406,160-14,516,4192024202396.96%98.88%2024202386.26%6.53%2.69%87.15%5.83%2.32% (2) 20242023-1,700,932-2,517,7152024202348.84%33.84%3.92%31.04%2024202356.69%34.94%38.34%61.07% (3) 2 0 2 42 0 2 331,704,76931,102,8652024202397.50%85.46%2024202394.73%2.29%85.63%3.19% 6. 1. (1) 20246 302023123147,596,47744,440,2697.10% 2 0 2 463 02 0 2 41 23 112,137,00610,590,16125.50%23.83% 20246 3020231231177,495,026130,037,26436.50% 20246302023123179,996,38280,075,5140.10% 20246 3020231231166,238,366121,833,70936.45% 2 0 2 463 02 0 2 31 23 123,384,64522,849,8542.34% (2) 20246302023123158,432,55228,220,281107.06%20246 302023123135,454,47634,168,7913.76% 115,092,3295,720,22647,708,99120,035,174 202463020231231289,510,977240,394,13920.43% 20246302023123162,297,66764,819,3823.89% 2. (1)35,244,7174.66%(2)✔ 3. ✔ 26 1. 2. 3. ✔ 4. 1,636.7727.26%1,082.77554.00681.19955.58 1. 2024630202312312,6021,95133.36%20246302023123136,121,57136,236,3950.32%20246 30202312311,447,5021,126,14428.54%2024630202312313,953,1953,992,5950.99% (3) 20241 222024202442.391220241222024 1. 2. 3. 4. 5. 10% 3 . 1. 2. 3. GDPPPP 4. 2024 5. 2024 6. 7. 8. 9. 10. IDSIPS . (C1) 16992 20246306 . 20246 252023 . 20244 252024425 . . . 2024630620246306 . 2024368220243.12COD7.950.88740COD2503 1. 1GB18918–200212≤12 2. 2024 (1) (2)(3) (4)100%V3 3. 4. 5. 6. 1. 852.1 2. (1) (2) UV 3320m5520m2221120mSO2NOx320m 6100% (3) BIM 202480%30%1,755m33.8 . 2024 20241,736580540271482314272 20246 20247450783286774 1.4126–7 2.200++5372,087165623 . . ✔ . ✔ . 2024 . ✔ . ✔ . ✔ . ✔ . . 1. 2. (1) (2) (3) 4. 1. 2. 3.✔ 1. 2. 3.✔ 1. 2. 3. 4. . 46,027,904.37884,018,206.39 -3,829,695,430.025,118,297,543.77 . 1201612A161,3623.86622,857617,3492022A618,779 220099H165.74H155.85H133.10H22.75 3 1. 2. 3.201720182024 4.201015A7.52011617201320141.952013112220221.4202362610.85 5.5 6.201331.212013112231.32013823 7.8.509.201340ERW1.4110.40ERW20235 2911.102010201161712.40MN120MN300MN300MN 13.502,492.045130-50mm 14.TYLT166520232023A6 15.20246 2520230.93 2. 1. 2. 20243AIPO105,3399,3482024328A105,3399,3482024621 9,348A20246 21A95,991 3. . 4.✔ . 340,8160 5% . 1. 20246 30XV352 2024630XV352 2. 20246 30 3. 2024630336 A 20246 30336XV23 . ✔ 20248269,171,859,770A44.258%9,171,859,770A44.258%1,019,095,530A4.918% . . 2. 3. ✔ 4. 5. ✔ 10% . . ✔ (2024)70062026_A22 20246302024630 2101 20248 29 . 20246 30 . 20246 30 . 20246 30 . 20246 30 . 20246 30 . 20246 30 . 20241-6 . 6566 67 . . 20241-6 . . . . . . 20241-6 . 20241-6 . . . . . . . . . 1. 2008610([2008]528200812113,000,000120099 143,500,000(A20099 212009916(H)2,610,0002009924AH350,000(A261,000(HH261,000(H)19,110,000 20162016A2016H([2016]1794201612261(A