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%