截至2024年第二季度末,MINING.COM评选的全球最具价值矿业公司50强总市值达1.43万亿美元,较3月底增加了420亿美元,主要受益于铜价和金价上涨。然而,尽管金价和铜价创下历史新高,矿业公司的市值仅比去年底增长了2%多一点,表现未如预期。排行榜123网整理了2024年上半年世界矿业公司50强的详细资料,供您参考。
数据显示,自今年以来,铜业公司股价累计上涨33%,而传统矿业巨头如BHP、Rio Tinto、Glencore、Vale和Anglo American共损失了590亿美元,铜价上涨未能抵消铁矿石价格下跌的影响,后者占总指数的比例从2022年底的38%降至目前的29%,这一趋势对于Cleveland Cliffs和Fortescue等公司的表现产生了负面影响。
在今年第一季度,三家锂业公司因市场表现不佳而跌出前50名,分别是巴西的CSN Mineração、中国的华友钴业(Huayou Cobalt)以及澳大利亚的Pilbara Minerals,到了第二季度末,又有两家锂股——澳大利亚的Perth Mineral Resources和中国的天齐锂业(Tianqi lithium)——因锂价格持续下跌而退出前50强。相较之下,赣丰锂业(Ganfeng Lithium)的表现则仅稍逊于澳大利亚的Minerals Resources,预示着其有望重返榜单。
与此同时,铀矿企业开始崛起,加拿大的卡莫科和哈萨克斯坦的Kazatomprom成功进入全球铀生产商前50名,随着对矿业并购兴趣的增加,预计这些公司可能会进行合并。同时,哈萨克斯坦的Navoi Mining and Metallurgy combine计划今年晚些时候在伦敦和阿斯塔纳进行首次公开募股,进一步扩展其在全球核燃料市场的影响。
2024年上半年世界矿业公司50强
2024年上半年世界矿业公司50强 | |||||||
排名 | 公司 | 象征 | 国家 | 总部 | 业务 | 市场价值末端O2 | 2024至今百分比改变 |
1 | BHP Group | ASX:BHP | Australia | Melbourne | Diversified | 146.1B | -16.10% |
2 | Rio Tinto | ASX:RIO | Australia | Melbourne | Diversified | 112.6B | -11.70% |
3 | Southern Copper | NYSE:SCCO | Mexico | Mexico City | Copper | 84.2B | 24.70% |
4 | Glencore | LON:GLEN | Switzerland | Baar | Diversified | 70.9B | -3.10% |
5 | Freeport-McMoRan | NYSE:FCX | US | Phoenix | Copper | 69.8B | 14.40% |
6 | Zijin Mining | SHSE:601899 | China | Xiamen | Diversified | 64.0B | 40.70% |
7 | Amman Mineral | IDX:AMMAN | Indonesia | Jakarta | Copper | 51.2B | 67.50% |
8 | Newmont | NYSE:NEM | US | Denver | Precious Metals | 48.3B | 1.20% |
9 | Vale | BOVESPA:VA | Brazil | Rio de Janeiro | Diversified | 47.6B | -30.30% |
10 | Fortescue Metals | ASX:FMG | Australia | Perth | Iron Ore | 44.5B | -26.80% |
11 | Ma'aden | TADAWUL:1211 | Saudi Arabia | Rivadh | Diversified | 41.8B | -3.90% |
12 | Anglo American | LON:AAL | UK | London | Diversified | 37.3B | 22.50% |
13 | Shaanxi Coal | SHA:601225 | China | Xi'an | Coal | 35.8B | 25.50% |
14 | Coal India | BOM:533278 | India | Kolkota | Coal | 35.1B | 26.00% |
15 | Agnico Eagle | TSE;AEM | Canada | Toronto | Precious Metals | 32.7B | 14.60% |
16 | Barrick Gold | TSE:ABX | Canada | Toronto | Precious Metals | 29.1B | -8.40% |
17 | Antofagasta | LON:ANTO | UK | London | Copper | 26.3B | 24.80% |
18 | Teck Resources | TSE:TECKB | Canada | Vancouver | Diversified | 24.8B | 12.80% |
19 | Nutrien | TSE:NTR | Canada | Saskatoon | Fertilizer | 24.8B | -10.90% |
20 | CMOCGroup | HKG:3993 | China | Luoyang City | Copper | 24.0B | 60.50% |
21 | Wheaton Precious Metals | TSE:WPM | Canada | Vancouver | Royalty | 23.6B | 5.60% |
22 | Norilsk Nickel | MCX:GMKN | Russia | Moscow | Diversified | 23.3B | -15.40% |
23 | Franco-Nevada | TSE:FNV | Canada | Toronto | Royalty | 22.6B | 6.30% |
24 | Cameco | TSE:CCO | Canada | Saskatoon | Uranium | 21.4B | 14.20% |
25 | Vedanta | BOM:S00295 | India | Panaji | Base Metals | 20.7B | 79.20% |
26 | Yanzhou Coal | SHSE:600188 | China | Zoucheng | Coal | 20.5B | 14.10% |
27 | Polyus | MCX:PLZL | Russia | Moscow | Precious Metals | 19.1B | 17.90% |
28 | Ivanhoe Mines | TSE:IVN | Canada | Vancouver | Copper | 17.0B | 37.90% |
29 | Shandong Gold Mining | SHSE:600547 | China | Jinan | Precious Metals | 15.4B | 15.60% |
30 | Gold Fields | JSE:GFI | South Africa | Johannesburg | Precious Metals | 13.2B | -2.50% |
31 | SQM | NYSE:SQM | Chile | Santiago | Lithium | 11.6B | -32.30% |
32 | Albemarle | NYSE:ALB | US | Charlotte | Lithium | 11.2B | -33.80% |
33 | South32 | ASX:S32 | Australia | Perth | Base Metals | 11.1B | 8.80% |
34 | First Quantum Minerals | TSE:FM | Canada | Vancouver | Copper | 10.9B | 92.60% |
35 | AngloGold Ashanti | NYSE:AU | UK | London | Precious Metals | 10.5B | 34.50% |
36 | Kazatomprom | LON:KAP | Kazakhstan | Nur-Sultan | Uranium | 10.3B | -2.50% |
37 | Kinross Gold | TSE:K | Canada | Toronto | Precious Metals | 10.1B | 36.30% |
38 | Northern Star Resources | ASX:NST | Australia | Perth | Precious Metals | 9.9B | -7.60% |
39 | Jiangxi Copper | SHSE:600362 | China | Guixi City | Copper | 9.7B | 35.10% |
40 | Mosaic | NYSE:MOS | US | Plymouth | Fertilizer | 9.3B | -20.50% |
41 | China Northern Rare Earth | SHSE:60011 | China | Baotou | Rare Earth | 9.0B | -9.00% |
42 | Boliden | STO:BOL | Sweden | Stockholm | Diversified | 8.8B | 1.70% |
43 | Lundin Mining | TSE:LUN | Canada | Vancouver | Copper | 8.6B | 36.40% |
44 | Sumitomo Metal Mining | TYO:5713 | Japan | Tokyo | Base Metals | 8.3B | 0.00% |
45 | Royal Gold | NASDAQ:RGL | US | Denver | Royalty | 8.2B | 3.50% |
46 | Anglo American Platinum | JSE:AMS | South Africa | Johannesburg | Precious Metals | 8.1B | -41.40% |
47 | KGHM | WSE:KGH | Poland | Lubin | Copper | 7.4B | 30.60% |
48 | Cleveland-Cliffs | NYSE:CLF | US | Cleveland | Iron Ore | 7.3B | -29.00% |
49 | Pan American Silver | TSE:PAAS | Canada | Vancouver | Precious Metals | 7.2B | 21.20% |
50 | Ganfeng Lithium | HKG;1772 | China | Jiangxi | Lithium | 7.1B | -36.50% |