Group 1: Mining Resources - As of October 31, 2023, the company holds gold ore reserves of 9.356 million tons, with a gold metal amount of 29,786 kg [1] - From 2017 to 2023, the company has continuously conducted geological exploration at the Suoluo River gold mine, adding a gold metal amount of 28,128 kg (this additional resource has not yet been reviewed and filed) [1] - The confirmed resource reserves in the Suoluo River mining area amount to 1,332 kg of gold metal [1] Group 2: Major Clients - The main sales clients in 2023 include Shenzhen Jinda Gold Co., Ltd., Gansu Zhaojin Precious Metals Co., Ltd., Tongguan Zhongjin Smelting Co., Ltd., Sanmenxia Inspection and Quarantine Testing Co., Ltd., and Guizhou Zijin Mining Co., Ltd. [1] Group 3: Sales Model - The sales model for the company's gold concentrate involves signing a purchase contract for each batch, requiring customers to make advance payments before the company organizes shipment [2] - The product weight and grade are determined through joint weighing and testing by both parties, with pricing based on the weighted average price of gold on the Shanghai Gold Exchange adjusted by a discount coefficient [2] Group 4: Financial Obligations - The total amount of mining rights transfer revenue for the Suoluo River gold mine is 391.3736 million yuan, with the first payment of 129.9736 million yuan due within 7 working days from the notification date [2] Group 5: Performance Outlook - The company expects to achieve a net profit of 140 million to 150 million yuan in the first half of 2024, with the increase attributed to higher sales volume of gold concentrate and rising gold prices [2] - Plans to enhance production capacity are linked to the implementation of IPO fundraising projects, which are expected to improve resource utilization rates and increase overall product supply [2]
四川黄金(001337) - 投资者关系活动记录表【2024-003】