截至2024年第二季度末，MINING.COM評選的全球最具價(jià)值礦業(yè)公司50強(qiáng)總市值達(dá)1.43萬億美元，較3月底增加了420億美元，主要受益于銅價(jià)和金價(jià)上漲。然而，盡管金價(jià)和銅價(jià)創(chuàng)下歷史新高，礦業(yè)公司的市值僅比去年底增長了2%多一點(diǎn)，表現(xiàn)未如預(yù)期。排行榜123網(wǎng)整理了2024年上半年世界礦業(yè)公司50強(qiáng)的詳細(xì)資料，供您參考。

　　數(shù)據(jù)顯示，自今年以來，銅業(yè)公司股價(jià)累計(jì)上漲33%，而傳統(tǒng)礦業(yè)巨頭如BHP、Rio Tinto、Glencore、Vale和Anglo American共損失了590億美元，銅價(jià)上漲未能抵消鐵礦石價(jià)格下跌的影響，后者占總指數(shù)的比例從2022年底的38%降至目前的29%，這一趨勢對于Cleveland Cliffs和Fortescue等公司的表現(xiàn)產(chǎn)生了負(fù)面影響。

　　在今年第一季度，三家鋰業(yè)公司因市場表現(xiàn)不佳而跌出前50名，分別是巴西的CSN Mineração、中國的華友鈷業(yè)(Huayou Cobalt)以及澳大利亞的Pilbara Minerals，到了第二季度末，又有兩家鋰股——澳大利亞的Perth Mineral Resources和中國的天齊鋰業(yè)(Tianqi lithium)——因鋰價(jià)格持續(xù)下跌而退出前50強(qiáng)。相較之下，贛豐鋰業(yè)(Ganfeng Lithium)的表現(xiàn)則僅稍遜于澳大利亞的Minerals Resources，預(yù)示著其有望重返榜單。

　　與此同時(shí)，鈾礦企業(yè)開始崛起，加拿大的卡莫科和哈薩克斯坦的Kazatomprom成功進(jìn)入全球鈾生產(chǎn)商前50名，隨著對礦業(yè)并購興趣的增加，預(yù)計(jì)這些公司可能會(huì)進(jìn)行合并。同時(shí)，哈薩克斯坦的Navoi Mining and Metallurgy combine計(jì)劃今年晚些時(shí)候在倫敦和阿斯塔納進(jìn)行首次公開募股，進(jìn)一步擴(kuò)展其在全球核燃料市場的影響。

2024年上半年世界礦業(yè)公司50強(qiáng)

2024年上半年世界礦業(yè)公司50強(qiáng)
排名 公司 象征 國家 總部 業(yè)務(wù) 市場價(jià)值末端O2 2024至今百分比改變
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%