1、(000630)2009 1 OO 000630 2009 8 26 (000630)2009 2 3 4 8(13 15 22 39 118 (000630)2009 3 2009 (000630)2009 4 1 Tongling Nonferrous Metals Group Co.,Ltd.TLYS 2 000630 3 244001 http/4 5 0562-5860159 0562-2825082 tdty-0562-2825029 2825090 0562-2825082 6 http/7 1992 8 20 14897364-2 340700148973642 2 2105
2、(000630)2009 5 20,530,158,150.9519,277,445,194.1019,277,445,194.10 6.50%5,720,029,119.995,811,465,602.475,826,932,008.56-1.83%1,294,362,109.001,294,362,109.001,294,362,109.00 0.00%/4.42 4.49 4.50-1.78%1 6 10,926,968,758.18 20,562,261,604.00-46.86%507,200,509.71 891,387,926.18-43.10%543,853,078.78 89
3、0,987,919.95-38.96%305,952,919.55 595,042,560.33-48.58%283,280,037.21 596,225,454.31-52.49%/0.24 0.46-47.83%/0.24 0.46-47.83%5.35%11.02%-5.67%1,832,507,247.66 262,320,205.06 598.58%/1.42 0.20 610.00%-10,932,918.34 49,665,790.39(000630)2009 6-2,690,351.88 36,042,520.17 6,576,649.83 6,792,988.00 22,67
4、2,882.34%8.87%8.64%0.39 0.39 5.35%5.21%0.24 0.24 4.95%4.82%0.22 0.22 (000630)2009 7 1 P/E P E 2 P ROE=E0+NP 2+Ei Mi M0-Ej Mj M0 Ek Mk M0 P NP E0 Ei Ej M0 Mi Mj Ek Mk 3 P EPS=S0+S1+SiMiM0-SjMjM0-Sk P S0 S1 Si Sj Sk M0 Mi Mj 4 (000630)2009 8 1+-736,827,574 56.925%736,827,574 56.925%1 736,795,584 56.92
5、3%736,795,584 56.923%2 3 31,990 0.002%31,990 0.002%31,990 0.002%31,990 0.002%4 557,534,535 43.074%557,534,535 43.074%1 557,534,535 43.074%557,534,535 43.074%2 3 4 1,294,362,109 100.00%1,294,362,109 100.00%25%(000630)2009 92 2010 8 23 430,000,000 306,795,584 987,534,535 2010 10 27 306,795,584 0 1,294
6、,330,119 1 2009 6 30 199,917 10 56.923%736,795,584 736,795,584 0 0.81%10,513,048 0 0.81%10,500,000 0 0.80%10,399,908 0 0.73%9,476,972 0 0.68%8,798,776 0 100 0.51%6,590,087 0 0.51%6,555,950 0 0.33%4,292,045 0 (000630)2009 10 0.31%4,018,569 0 10 10,513,048 10,500,000 10,399,908 9,476,972 8,798,776 100
7、 6,590,087 6,555,950 4,292,045 4,018,569 3,999,797 10 2 1 453,159.89 1952 (000630)2009 11 320 30 21 736,795,584 56.923%2 81.69%18.31%3 81.69%56.92%(000630.SZ)(000630)2009 124 10 2010 8 23 430,000,000 4.3 2007 8 23,736,795,584 2010 10 27 306,795,584 2008 306,795,584 2010 10 27 (000630)2009 13 37,388
8、0 037,38828,041 0 5,265 0 0 5,265 3,949 0 42,653 0 0 42,653 31,990 0 1 2 1(1)2009 3 26 2008 2009 2 28 2009 3 27(2)2009 3 26 2008 2010 4 2009 2 28 2009 3 27 (000630)2009 14 3 2009 7 13 2009 7 10 2009 7 14 2 2009 3 13 2009 3 14 (000630)2009 15 1 2009 1-6 2008 1-6%10,926,968,758.18 20,562,261,604.00-46
9、.86 507,200,509.71 891,387,926.18-43.10 305,952,919.55 595,042,560.33-48.58 2 2009 6 30 2008 12 31 20,530,158,150.95 19,277,445,194.10 89,765,664.880.44144,593,381.170.75-37.92 5,102,649,422.7524.853,167,197,332.1916.43 61.11 13,151,128.880.06369,116,663.361.91-96.44 12,481,375.790.063,516,388.200.0
10、2 254.95 6,169,830.970.034,622,336.400.02 33.48 65,590,517.400.32120,579,483.700.63-45.60 3,379,865,990.1416.461,405,555,752.777.29 140.46 413,579,134.192.01272,634,728.441.41 51.70 231,795,082.121.13412,153,826.472.14-43.76-7,898,702.420.04-100.00 180,816,907.460.8860,637,527.450.31 198.19(000630)2
11、009 16 37.92%61.11%96.44%33.48%45.60%140.46%51.70%43.76%2008 215 3,816.77 3 2009 1-6 2008 1-6%54,052,978.61 39,099,078.77 38.25-187,504,219.55 9,518,802.22-2,069.83-2,890,539.83 16,761,304.73-117.25 52,896,686.83 7,095,055.55 645.54 16,244,117.76 7,495,061.78 116.73 543,853,078.78890,987,919.95-38.9
12、6(000630)2009 17 38.25%645.54%(2008156)33,675,704.58 9,123,404.29 4 2009 1-6 2008 1-6%1,832,507,247.66 262,320,205.06 598.58-681,098,111.55-448,968,381.60 51.70-1,219,361,292.33-875,550,334.32 39.27 1 (000630)2009 18 2008 1,092,696.88 46.86 54,385.31 38.96%17.53%2 31.65 0.37%17.06%17.53%3952 2.22%11
13、2.48 24.48%31%50,720.05 43.10%30,595 48.58%9,305,111,586.33 8,813,876,904.93 5.28-47.15-49.64 790.16 1,318,070,449.48 997,547,700.40 24.32-25.11-16.47-24.36 177,249,799.87 195,075,130.86-10.06-82.84-33.54-114.05 (000630)2009 19 126,536,922.50 92,894,214.1926.59-21.84-35.27 134.31 10,926,968,758.18 1
14、0,099,393,950.38 7.57-46.86-47.20 9.07 318,724,183.22 254,287,872.98 20.22-71.97-77.50 3,385.68 31,872 91%5 297,183 29.15%5 279,769 25.60%3 4 5 10%6 1 2 1 4.34 (000630)2009 20 2 3 4 1 2 1 A 2009 5 220,000,000.00 280,000,000.00 B 4.44%2,383,800.00 C 232,960,000.00 260,960,000.00 D Aumann Investment C
15、o.,Ltd 500 375 75%88 E 2009 3 (000630)2009 21 2 (000630)2009 22 1,200857 2008 2008 2009 82 2 (000630)2009 23 2009 4 18 2009 7 4 2008 2009 3 26 2008 2008 10 1.00 129,436,210.90 2008 2009 5 6 2008 5 12 5 13 5 13 2008 2009 (000630)2009 24 Viceroy 2003 5500 Viceroy 665 Viceroy Viceroy Viceroy Viceroy 20
16、08 6 27 Viceroy 2008 7 11 Viceroy Viceroy 2008 10 28,Viceroy,2009 1 9 Viceroy Viceroy 2009 2 24 VICEROY 2009 3 9 2009 4 30 VICEROY 2009 7 7 VICEROY 2009 7 13 2009 8 26 VICEROY (000630)2009 25 1 2009 2009 2009(%)300,000 81,953.12 7.45 10,000-10,000-30,000 6,406.13 0.58 90,000 24,565.23 2.23 60,000 8,
17、526.87 0.78 60,000 9,140.63 0.84(000630)2009 26 2009(%)55,000 14,204.91 1.30 1000 147.77-20,000 5,395.11-2 1 2009 2009 2 3 2007 8 23 2008 (000630)2009 27 3 4 1 2 1 2009 6 30 1,315,000,000.00 500,000.00 4,820,400.00 50,000,000.00 140,000,000.00 100,000,000.00 20,000,000.00 100,000,000.00 100,000,000.
18、00 1,053,000,000.00 144,000,000.00 983,793,600.00 150,000,000.00 31,400,893.58 214,527,764.85 2 50%3 2005.01.01 30,000 2005.01.01 2010.12.31 2008.04.25 50,000 2008.04.25 2011.04.24 2006.01.27 12,000 2006.01.27 (000630)2009 28 2011.01.26 2008.07.18 10,000 2008.07.18 2009.07.17 2008.07.20 20,000 2008.
19、07.20 2009.07.19 122,000.00 57,375.73 141,991.40 82,043.55()139,419.28 24.37%57,375.73 70 0.00 50 0.00 57,375.73 2009 6 30 139,419.28 57.20 24.37%2008 1(:)()8 3 2007 8 23 4.3 2(:)1.2 1 2 (000630)2009 29 3 75 22,000 61.4 6000 40991.40 10000 4000 75 40,000 4 75 10,000 75 15,000 263,991.4 139,419.28 82
20、,043.55 57.20 14.34%5 (000630)2009 30 1 2 50%1 2009 1 6 25,000 1 1.5 2009 6 30 200356 2005120 139,419.28 24.37%2008 2/3 70%2 (000630)2009 31 1 4 2 3 4 1 2008 2008 11 14 2008 2009 2 2009 2009 7 13 2009 20 20 100 6 0.5%-2.8%20 20 (000630)2009 32 2009 6 27 2009 7 14 http:/,2009 8 11 3 2009 5 15 2009 2.
21、2 6000 2.8 2009 5 26 3 2009 4 24 100%85%75%2009 4 25 2009 7 (000630)2009 33 4 2009 3 2008 200928 61.40%2008 GR200834000511 3 5 2009 8 4 2008 12 5783.9 2190 23.54 1.07%200953 43,388.57 3()21823.02 5419.20 35000/4064.40 5227.20 2009 8 5 5%1 (000630)2009 34 2005 10 27 1,36 12 5%24 10%1%2 2005 2006 40%3
22、 2 2007 1 60 2 3 4 4.3 5 2007 2006 7424 (000630)2009 35 3 2008 2008 10 27 64,718,105 2009 10 27 64,718,105 2010 10 27 306,795,584 2010 10 27 1 2005 2006 40%2008 2 4.3 3 2007 12 31 2007 4 14,887.13 377.65 377.65 5 (000630)2009 36 2009 01 23 1 2009 02 15 1 2009 03 05 3 2009 03 06 2009 03 16 35 2009 5
23、18 3 2009 06 3 27 2009 06 6 2 2009 6 16 2009 2009 6 18 2009 (000630)2009 37 2009 7 28 1 2009 8 6 38 1 2009 1 14 2 2009 2 28 2008 2008 2009 2008 2008 3 2009 3 14 2008 (000630)2009 38 4 2009 3 27 2008 2008 5 2009 4 27 2009 2009 6 2009 5 6 2008 7 2009 5 16 2009 2009 8 2009 6 27 2009 9 2009 7 8 2009 10
24、2009 7 14 2009 2009 11 2009 8 5 (000630)2009 39 2009 6 30 2009 6 30 2008 12 31:1,529,478,859.82721,432,325.981,594,244,664.86863,837,526.28 89,765,664.8855,786,524.27144,593,381.17107,754,582.29 460,731,678.10332,095,371.69421,339,973.03512,555,994.72 1,877,286,530.51479,168,489.002,358,223,729.7318
25、7,359,802.57 455,137,501.001,008,866,367.97502,758,270.191,351,567,826.48 5,102,649,422.751,868,368,285.783,167,197,332.191,308,810,994.49 13,151,128.88 369,116,663.36330,242,117.96 9,528,200,785.944,465,717,364.698,557,474,014.534,662,128,844.79 106,929,931.672,785,082,302.99100,165,684.242,272,121
26、,275.42 12,481,375.796,041,883.753,516,388.20 0.00 8,078,688,803.053,713,980,057.557,921,056,867.173,644,225,158.00 1,807,300,652.77484,960,152.361,639,867,483.34470,075,901.83 6,169,830.97860,796.104,622,336.40420,352.50 876,868,509.09706,474,221.40882,235,192.25716,081,692.15 47,927,744.27 47,927,
27、744.27 65,590,517.4049,303,064.38120,579,483.7094,496,028.38 11,001,957,365.017,746,702,478.5310,719,971,179.577,197,420,408.28 20,530,158,150.9512,212,419,843.2219,277,445,194.1011,859,549,253.07 (000630)2009 40 2009 6 30 2009 6 30 2008 12 31:3,292,534,066.391,224,600,000.004,338,479,000.001,370,50
28、0,000.00 2,646,285,746.001,790,000,000.002,416,500,000.001,785,000,000.00 3,379,865,990.141,499,970,703.021,405,555,752.771,054,922,593.52 413,579,134.19538,618,982.95272,634,728.4451,915,343.29 108,497,923.5383,913,271.98108,049,929.9378,997,560.26 231,795,082.1262,511,619.58412,153,826.47200,516,8
29、92.18 12,489,117.164,916,776.7813,092,023.586,676,915.40 7,898,702.42 242,001,054.13398,734,537.28296,647,387.68446,208,032.65 507,049,158.86 104,553,558.86 414,099,722.51 134,061,722.51 180,816,907.4696,701,879.9660,637,527.4527,342,378.57 11,014,914,179.985,804,521,330.419,745,748,601.255,156,141,
30、438.38 2,645,230,096.731,222,238,896.732,578,276,896.731,222,238,896.73 85,554,529.49 82,560,529.49 2,645,230,096.731,222,238,896.732,663,831,426.221,304,799,426.22 13,660,144,276.717,026,760,227.1412,409,580,027.476,460,940,864.60 1,294,362,109.001,294,362,109.001,294,362,109.001,294,362,109.00 1,6
31、18,798,405.711,621,774,760.671,922,068,973.701,919,073,419.62 105,849,434.80 90,655,672.24 85,597,096.45 73,307,729.74 414,695,394.39414,695,394.39414,695,394.39414,695,394.39 2,286,323,776.091,764,171,679.782,110,208,435.021,697,169,735.72 5,720,029,119.99 5,185,659,616.08 5,826,932,008.56 5,398,60
32、8,388.47 1,149,984,754.25 1,040,933,158.07 6,870,013,874.245,185,659,616.086,867,865,166.635,398,608,388.47 20,530,158,150.9512,212,419,843.2219,277,445,194.1011,859,549,253.07 (000630)2009 41 2009 1-6 2009 1-6 2008 1-6 10,926,968,758.18 3,510,393,229.91 20,562,261,604.00 7,015,646,067.96:10,099,393
33、,950.38 3,048,029,360.29 19,134,412,728.12 6,238,802,464.35 37,339,604.85 31,267,086.06 58,439,252.58 51,879,249.29 54,052,978.61 20,771,025.72 39,099,078.77 20,547,797.90 235,659,598.16 128,384,809.88 238,738,946.86 135,679,127.07 177,935,796.19 53,021,736.85 207,426,174.00 157,524,600.78-187,504,2
34、19.55-25,210,776.65 9,518,802.22 4,751,221.82()()-2,890,539.83 21,549,605.17 16,761,304.73 47,810,128.31 1,443,729.27-182,772.43 19,345,447.24 775,030.13()507,200,509.71 275,679,592.93 891,387,926.18 454,271,735.06:52,896,686.83 21,310,467.33 7,095,055.55 3,399,944.32:16,244,117.76 4,297,700.13 7,49
35、5,061.78 6,438,384.49 10,521,869.44 470,088.84 231,440.00 231,440.00()543,853,078.78 292,692,360.13 890,987,919.95 451,233,294.89:139,758,065.10 96,254,205.17 192,722,929.56 105,476,540.48()404,095,013.68 196,438,154.96 698,264,990.39 345,756,754.41 305,952,919.55 196,438,154.96 595,042,560.33 345,7
36、56,754.41 98,142,094.13 103,222,430.06 0.24 0.15 0.46 0.27 0.24 0.15 0.46 0.27-308,812,942.74-297,298,658.95-87,927,467.56-80,919,745.13 95,282,070.94-100,860,503.99 610,337,522.83 264,837,009.28 2,682,351.56-100,860,503.99 507,095,702.16 264,837,009.28 92,599,719.38 103,241,820.67 (000630)2009 42 2
37、009 1 6 2009 1-6 2008 1-6 12,805,896,811.80 4,679,980,653.17 24,174,269,451.54 8,103,527,706.87 48,576,739.86 18,283,976.59 997,501.14 178,675,767.66 72,505,169.90 136,825,363.10 9,486,951.23 13,033,149,319.32 4,770,769,799.66 24,312,092,315.78 8,113,014,658.10 9,981,774,736.31 3,083,958,490.50 22,4
38、67,283,820.86 6,508,817,305.34 361,395,178.24 201,225,723.58 388,063,099.54 208,617,965.26 784,245,593.52 358,024,968.01 1,036,602,976.74 510,531,008.25 73,226,563.59 19,183,507.45 157,822,213.58 86,123,916.24 11,200,642,071.66 3,662,392,689.54 24,049,772,110.72 7,314,090,195.09 1,832,507,247.66 1,1
39、08,377,110.12 262,320,205.06 798,924,463.01 330,000.00 23,810,920.00 49,325,453.03 949,686.67 310,000.00 438,379.46 10,968,923.20 5,409,640.65 10,881,570.00 8,124,301.65 12,686,989.33 29,530,560.65 10,881,570.00 57,449,754.68 693,785,100.88 324,600,621.20 399,028,588.90 144,764,171.69 8,500,000.00 1
40、7,088,000.00 592,123,800.00 52,321,362.70 50,294,093.42 693,785,100.88 916,724,421.20 459,849,951.60 212,146,265.11-681,098,111.55-887,193,860.55-448,968,381.60-154,696,510.43 33,367,094.96 33,367,094.96 3,448,149,389.43 1,393,200,000.00 4,285,263,367.38 1,106,589,788.23 3,481,516,484.39 1,393,200,0
41、00.00 4,285,263,367.38 1,106,589,788.23 4,334,182,586.69 1,568,599,063.65 4,557,031,974.80 1,994,447,675.97 366,543,801.56 188,360,447.75 603,781,726.90 402,768,188.56 22,867,782.42 31,009,161.02 151,388.47 151,388.47 4,700,877,776.72 1,757,110,899.87 5,160,813,701.70 2,397,215,864.53-1,219,361,292.
42、33-363,910,899.87-875,550,334.32-1,290,626,076.30 3,186,351.18 322,450.00 8,926,135.61 651,254.25-64,765,805.04-142,405,200.30-1,053,272,375.25-645,746,869.47 1,594,244,664.86 863,837,526.28 2,555,303,360.70 1,578,226,232.11 1,529,478,859.82 721,432,325.98 1,502,030,985.45 932,479,362.64 (000630)200
43、9 43 2009 06 30 1,294,362,109.001,922,068,973.70 494,113,110.682,100,921,409.091,044,191,699.92 6,855,657,302.39 85,597,096.45-79,417,716.29 9,287,025.93-3,258,541.85 12,207,864.24 1,294,362,109.001,922,068,973.7085,597,096.45414,695,394.392,110,208,435.021,040,933,158.07 6,867,865,166.63-303,270,56
44、7.9920,252,338.35 176,115,341.07109,051,596.18 2,148,707.61 305,952,919.55 98,142,094.13 404,095,013.68-303,270,567.9920,252,338.35-5,120,889.30-288,139,118.94 1 2-5,971,909.04-5,120,889.30-11,092,798.34 3 4-297,298,658.9520,252,338.35-277,046,320.60-303,270,567.9920,252,338.35 305,952,919.5593,021,
45、204.83 115,955,894.74-401,367.58 30,999,471.35 30,598,103.77 1 33,367,094.96 33,367,094.96 2 3-401,367.58-2,367,623.61-2,768,991.19-129,436,210.90-14,969,080.00-144,405,290.90 1 2-129,436,210.90-14,969,080.00-144,405,290.90 3 1 2 3 4 1,294,362,109.001,618,798,405.71105,849,434.80414,695,394.392,286,
46、323,776.091,149,984,754.25 6,870,013,874.24 (000630)2009 44 2009 06 30 1,294,362,109.00 1,667,246,428.73 361,168,187.53 1,832,166,696.78 808,784,859.67 5,963,728,281.71 39,472,094.38-14,686,430.62 24,785,663.76 1,294,362,109.00 1,667,246,428.73 400,640,281.91 1,817,480,266.16 808,784,859.67 5,988,51
47、3,945.47 254,822,544.97 93,472,828.77 283,441,142.93 235,406,840.25 867,143,356.92 637,125,696.47 2,233,741.73 639,359,438.20 254,822,544.97 254,822,544.97 1 2 1,024,838.90 1,024,838.90 3 4 253,797,706.07 253,797,706.07 254,822,544.97 637,125,696.47 2,233,741.73 894,181,983.17 264,182,259.54 264,182
48、,259.54 1 318,796,016.41 318,796,016.41 2 3-54,613,756.87-54,613,756.87 94,162,828.77-354,374,553.54-31,009,161.02-291,220,885.79 1 94,162,828.77-95,502,131.74-1,339,302.97 2-258,872,421.80-31,009,161.02-289,881,582.82 3-690,000.00690,000.00 1 2 3 4-690,000.00690,000.00 1,294,362,109.00 1,922,068,97
49、3.70 494,113,110.68 2,100,921,409.09 1,044,191,699.92 6,855,657,302.39 (000630)2009 45 2 00 9 06 30 1,294,362,109.001,919,073,419.62 494,113,110.681,678,851,884.935,386,400,524.23 73,307,729.74-79,417,716.29 18,317,850.79 12,207,864.24 1,294,362,109.001,919,073,419.62 73,307,729.74414,695,394.391,69
50、7,169,735.725,398,608,388.47-297,298,658.95 17,347,942.50 67,001,944.06-212,948,772.39 196,438,154.96196,438,154.96-297,298,658.95 19,430,280.00-277,868,378.95 1 2 3 4-297,298,658.95 19,430,280.00-277,868,378.95-297,298,658.95 19,430,280.00196,438,154.96-81,430,223.99 1 2 3-129,436,210.90-129,436,21