节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:5/10
据矿业资讯平台MINING.COM统计,截至2025年四季度末,全球最具价值矿商TOP50总市值达2.17万亿美元,年内飙升8920亿美元,涨幅70%。全球共5家矿商市值超千亿美元,必和必拓(1533亿美元)、力拓、紫金矿业分列前三,南方铜业(1192亿美元,增长64%)、纽蒙特(1110亿美元,增长155.2%)紧随其后。
中国紫金矿业以1240亿美元市值位列第三,2025年市值飙升127.8%,登顶福布斯全球上市企业2000强黄金企业首位。洛阳钼业以210%涨幅成为全球50强增长最快企业,市值587亿美元升至第11位;中国 Shaanxi煤业(第25名,298亿美元,-3.4%)是榜单中唯一负增长中资企业,兖矿能源(第49名,161亿美元,+0.6%)仅微增。
上榜中资企业还包括中国 Shandong黄金(31名,244亿美元)、北方稀土(32名,237亿美元)、中国 Jiangxi铜业(37名)、华友钴业(42名,182亿美元)、赣锋锂业(43名,180亿美元)、中金黄金(48名,162亿美元)。新能源金属赛道中,北方稀土、华友钴业、赣锋锂业涨幅均..
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