Seoul Economic Daily EnglishCodex · 实盘不做把握 6/10
北京时间·🕒 发布 15:54:39时区推断·⟳ 抓取 16:10:38·⚡ 决策 08-05 22:37:10 +6h26m·82.9 天前
Korea Zinc披露上半年营收12.445万亿韩元、营业利润1.333万亿韩元并派二季度每股5000韩元股息
公司上半年合并营业利润1.333万亿韩元、同比增长151.5%，二季度营业利润5870亿韩元、同比增长126.8%，表面上是强业绩。
📄 原文Seoul Economic Daily English↗ 原文
Korea Zinc Posts Record 1.3 Trillion Won H1 Operating Profit
Korea Zinc (010130.KS) reported first-half consolidated revenue of 12.4450 trillion won and operating profit of 1.3330…
不做 Korea Zinc（010130.KS）
业绩方向利好但二季度5870亿韩元营业利润落在券商5600亿至6000亿韩元预期区间内，盘后追多缺少超预期edge。
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研究档案
消息传播链
- 2026-08-05 16:00 KST官方确认/否认DART披露线索声称一手 · 未核验已处理消息库显示Korea Zinc盘后通过DART披露二季度暂定经营业绩。
- 媒体转述完整H1和Q2业绩及每股5000韩元二季度分红。
关键理由
- 公司上半年合并营业利润1.333万亿韩元、同比增长151.5%，二季度营业利润5870亿韩元、同比增长126.8%，表面上是强业绩。
- 但7月28日前后券商已预期二季度营业利润约5600亿至6000亿韩元，实际5870亿韩元落在预期区间内，缺少追多所需的增量 surprise。
- 一季度已披露营业利润7461亿韩元并创纪录，本次更多是高盈利趋势的确认而非新一轮重定价催化。
主要风险
- 银价、锌铜价格和汇率驱动的利润高波动已被券商提前讨论，若金属价格回落，估值消化难度上升。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-07-28 · 影响 weakens
券商在业绩前已预期二季度营业利润5600亿至6000亿韩元，削弱追多的预期差。
检索:Korea Zinc 2026 Q2 operating profit 587 billion won consensus August 2026 原文 ↗
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原文全文
展开原文 · 1,751 字
Korea Zinc (010130.KS) reported first-half consolidated revenue of 12.4450 trillion won and operating profit of 1.3330 trillion won, marking its best-ever half-year performance, the company said on the 5th. The figures represent increases of 62.5% and 151.5%, respectively, from the same period a year earlier.
The company also posted record results on a standalone basis, excluding affiliates. First-half standalone revenue reached 8.34 trillion won, up 72% year-on-year, while operating profit rose 137.8% to 1.2820 trillion won.
For the second quarter alone, consolidated revenue came to 6.3730 trillion won and operating profit to 587 billion won, up 66.6% and 126.8%, respectively. With this, Korea Zinc achieved 106 consecutive quarters of operating profit since quarterly earnings disclosures became mandatory.
By product, silver sales stood out. First-half silver sales reached 4.1080 trillion won, nearly triple the 1.5190 trillion won recorded in the first half of 2025. Gold sales also rose 58.5% year-on-year to 1.2250 trillion won. Zinc sales increased 22.6% to 1.5630 trillion won, while copper sales grew 51.8% to 334 billion won. Among rare metals, bismuth revenue surged 81.8% year-on-year to 40 billion won, and indium grew 11.1% to 30 billion won. Semiconductor sulfuric acid also edged up, recording 71 billion won.
Meanwhile, the Korea Zinc board of directors on the same day resolved to pay a second-quarter dividend of 5,000 won per share. The dividend record date is the 20th, with payment scheduled for September 4. The total second-quarter dividend amounts to 102 billion won.
Including the previously paid first-quarter dividend, the cumulative first-half dividend comes to 10,000 won per share, or 204 billion won in total.
The company also posted record results on a standalone basis, excluding affiliates. First-half standalone revenue reached 8.34 trillion won, up 72% year-on-year, while operating profit rose 137.8% to 1.2820 trillion won.
For the second quarter alone, consolidated revenue came to 6.3730 trillion won and operating profit to 587 billion won, up 66.6% and 126.8%, respectively. With this, Korea Zinc achieved 106 consecutive quarters of operating profit since quarterly earnings disclosures became mandatory.
By product, silver sales stood out. First-half silver sales reached 4.1080 trillion won, nearly triple the 1.5190 trillion won recorded in the first half of 2025. Gold sales also rose 58.5% year-on-year to 1.2250 trillion won. Zinc sales increased 22.6% to 1.5630 trillion won, while copper sales grew 51.8% to 334 billion won. Among rare metals, bismuth revenue surged 81.8% year-on-year to 40 billion won, and indium grew 11.1% to 30 billion won. Semiconductor sulfuric acid also edged up, recording 71 billion won.
Meanwhile, the Korea Zinc board of directors on the same day resolved to pay a second-quarter dividend of 5,000 won per share. The dividend record date is the 20th, with payment scheduled for September 4. The total second-quarter dividend amounts to 102 billion won.
Including the previously paid first-quarter dividend, the cumulative first-half dividend comes to 10,000 won per share, or 204 billion won in total.
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