Group 1 - COMEX gold futures increased by $20.30, or 0.59%, reaching $3453.7 per ounce, driven by China's central bank's continuous gold reserve expansion for nine months [1] - As of the end of July, China's central bank increased its gold reserves by 60,000 ounces to 73.96 million ounces, totaling approximately 36 tons since November last year [1] - The Shanghai Futures Exchange's gold inventory has reached a historical high, with over 36 tons of gold bars registered for futures delivery, reflecting a surge in arbitrage activities and strong demand for futures [1] Group 2 - Traders and banks are capitalizing on the price difference by buying lower-priced gold in the spot market and sending it to exchange warehouses, indicating strong demand in China's gold trading market [2] - Citigroup has revised its bearish outlook on gold, predicting prices will rise to record highs due to deteriorating U.S. economic conditions and inflationary tariffs, with a forecast range of $3,300 to $3,600 per ounce in the next three months [2] Group 3 - The U.S. non-farm payrolls data for July fell short of expectations, signaling a weakening economy, with an 80.3% probability of a rate cut by August 3, potentially leading to a new round of rate cut trading [3] - The recently released "Implementation Plan for High-Quality Development of the Gold Industry (2025-2027)" outlines key directions for domestic gold resource development, including exploration and mining [3] Group 4 - Key Hong Kong-listed gold and precious metal companies include Zijin Mining (02899), Shandong Gold (01787), Zhaojin Mining (01818), Chifeng Jilong Gold (06693), Lingbao Gold (03330), China Gold International (02099), and others [4]

Group 1 - The core viewpoint of the article highlights the recent surge in gold stocks, driven by a significant increase in international gold prices and concerns over the U.S. economy transitioning from resilience to recession [1] Group 2 - As of the report, the stock prices of several gold companies have risen: China Gold International increased by 6.55% to HKD 75.65, Chifeng Jilong Gold Mining rose by 5.76% to HKD 25.46, Tongguan Gold climbed by 3.68% to HKD 1.97, and Lingbao Gold gained 2.52% to HKD 10.97 [1] - The spot gold price reached USD 3,386 per ounce, reflecting a 0.5% increase on the day of the report [1] Group 3 - Tianfeng Securities' research report indicates that the primary driver for the current rise in gold prices is the downward revision of U.S. economic data for May and June, suggesting a deteriorating economic backdrop [1] - The outlook for gold remains positive, with potential catalysts on the horizon, including challenges to the independence of the Federal Reserve and ongoing pressure from Trump on Powell's position [1] - Citigroup has adjusted its bearish forecast on gold, now predicting that due to worsening U.S. economic conditions and tariffs potentially increasing inflation, gold prices may rise to record highs in the short term [1]

Core Viewpoint - The recent surge in gold stocks is attributed to a significant increase in international gold prices, driven by concerns over the U.S. economy transitioning from resilience to recession [1] Group 1: Gold Stock Performance - China Gold International (02099) increased by 6.55%, reaching HKD 75.65 [1] - Chifeng Jilong Gold Mining (06693) rose by 5.76%, trading at HKD 25.46 [1] - Tongguan Gold (00340) saw a rise of 3.68%, priced at HKD 1.97 [1] - Lingbao Gold (03330) experienced a 2.52% increase, with shares at HKD 10.97 [1] Group 2: Gold Price Movement - As of August 7, the spot gold price surged to USD 3,386 per ounce, reflecting a daily increase of 0.5% [1] - The upward trend in gold prices is linked to downward revisions of U.S. economic data for May and June, indicating a deteriorating economic backdrop [1] Group 3: Market Outlook - Analysts from Tianfeng Securities suggest that more favorable conditions for gold are anticipated, with challenges to the independence of the Federal Reserve and ongoing pressure from Trump on Powell [1] - Citigroup has revised its bearish outlook on gold, predicting that due to worsening U.S. economic conditions and tariffs potentially increasing inflation, gold prices may reach record highs in the short term [1]

Group 1 - The core viewpoint of the news is that gold stocks in the Hong Kong market have generally risen, driven by an increase in gold prices following comments from US President Trump, with expectations for further price increases in the future [1] - Gold prices surged nearly $30, reaching above $3,380 per ounce, as gold is traditionally viewed as a safe haven during periods of political and economic uncertainty [1] - Gold prices have increased nearly 30% this year due to escalating trade wars, geopolitical conflicts, and central bank purchases, with Fidelity International predicting prices could reach $4,000 per ounce by the end of next year [1] Group 2 - Specific gold stocks that saw significant increases include China Gold International (up 3.48%), Zhaojin Mining (up 3.05%), and Shandong Gold (up 3.09%) [2] - Other notable performers include Tongguan Gold (up 2.09%), Lingbao Gold (up 1.59%), and Chifeng Jilong Gold (up 0.16%) [2]

消息上，周二，在美国总统特朗普接受采访后，黄金拉升近30美元，一度冲上3380美元关口上方。长期 以来，黄金被视为政治和经济不确定时期的避风港，在低利率环境下通常表现良好。 港股黄金股普遍上涨，其中，中国黄金国际、招金矿业、山东黄金均涨超3%，潼关黄金涨2%，灵宝黄 金涨1.6%，紫金矿业、赤峰黄金跟涨。 | 代码 | 名称 | 最新价 | 涨跌幅 ▽ | | --- | --- | --- | --- | | 02099 | 中国黄金国际 | 71.300 | 3.48% | | 01818 | 招金矿业 | 21.640 | 3.05% | | 01787 | 山东黄金 | 28.000 | 3.09% | | 00340 | 滝关黄金 | 1.950 | 2.09% | | 03330 | 灵宝黄金 | 10.830 | 1.59% | | 02899 | 三十四年薪 | 22.220 | 0.91% | | 06693 | 赤峰黄金 | 25.200 | 0.16% | 由于贸易战和地缘政治冲突不断升级，以及央行的买入和对降息的押注，金价今年上涨了近30%。投资 者和分析师预计金价还会进一步上涨，富达 ...

Core Viewpoint - The Hong Kong gold stocks have strengthened, with Lingbao Gold rising nearly 7% following disappointing U.S. non-farm payroll data, which is expected to support gold prices through changes in U.S. monetary policy [1] Company Performance - Lingbao Gold (03330.HK) increased by 6.76% [1] - Chifeng Jilong Gold Mining (06639.HK) rose by 5.77% [1] - Tongguan Gold (00340.HK) saw a rise of 5.46% [1] Market Context - The U.S. non-farm payrolls added only 73,000 jobs in July, with significant downward revisions to the previous two months' data [1] - Institutions anticipate that changes in U.S. monetary policy will complement fiscal policy, providing support for gold prices [1] - There is a recommendation to pay attention to phase-based allocation opportunities in the gold sector [1]

本文源自：金融界 作者：行情君 8月4日，潼关黄金(00340)盘中上涨6.01%，截至09:30，报1.94元/股，成交173.74万元。 潼关黄金集团有限公司主要从事黄金及相关矿物的勘探、开采、选矿和销售业务，业务遍及中国多个省 份。公司自2017年以来通过一系列收购整合了多个矿业公司，进一步扩展其黄金开采业务的市场份额。 截至2024年年报，潼关黄金营业总收入14.86亿元、净利润1.96亿元。 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 潼關黃金集團有限公司 呈交日期: 2025年8月1日 第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00340 | 說明 | 普通股 | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 4,397,692,221 | | 0 | | 4,397,692,221 | | 增加 / 減少 (-) | | | | | | | | | 本月底結存 | | | 4,397,692,221 | | 0 | | 4,397,692,221 | I. 法定/註冊股本變動 | 1. ...

Major Events - JD Group-SW (09618) has decided to make a voluntary public acquisition offer to CECONOMY and establish a strategic investment partnership [1] - Zhonghui Biological-B (02627) plans to conduct an IPO from July 31 to August 5, aiming to globally offer 33.4426 million H-shares [1] - WuXi AppTec (02359) intends to place 73.8 million new H-shares at a discount of approximately 6.90%, raising about HKD 7.65 billion [1] - Weihai Bank (09677) plans to issue up to approximately 758 million domestic shares and 154 million H-shares, raising nearly HKD 3 billion [1] - HSBC Holdings (00005) plans to repurchase up to USD 3 billion of ordinary shares [1] - Joy City Property (00207) proposes a share buyback through an agreement arrangement, with resumption of trading on August 1 [1] Operating Performance - MGM China (02282) reported total revenue of HKD 16.661 billion for the first half, an increase of 2.73% year-on-year [1] - Standard Chartered Group (02888) released interim results with a profit attributable to shareholders of USD 3.065 billion, a year-on-year increase of 41% [1] - Autohome-S (02518) reported a net profit attributable to the parent of RMB 416 million in the second quarter, with online marketing and other business revenues increasing by 20.5% year-on-year [1] - Tongguan Gold (00340) issued a positive profit alert, expecting a mid-term profit attributable to shareholders of approximately HKD 330 million to HKD 360 million, a year-on-year increase of about 259% to 291% [1] - Qingdao Bank (03866) reported a net profit attributable to the parent of RMB 3.065 billion for the first half, a year-on-year increase of 16.05% [1] - Faraday (09638) announced interim results with a profit attributable to shareholders of EUR 4.3454 million, a year-on-year decrease of 0.92% [1] - Budweiser APAC (01876) released interim results with a profit attributable to shareholders of USD 409 million, a year-on-year decrease of 24.4% [1]

每经AI快讯，7月31日，港股三大指数午盘涨跌不一，恒生科技指数午间收涨0.34%，恒生指数、国企 指数分别下跌1.07%及1.03%，恒指跌破25000点关口。盘面上，大型科技股盘中部分由跌转涨，快手大 涨近9%，腾讯转涨至1.46%，网易、阿里巴巴飘红，美团下跌近4%，京东、小米跌超2%。黄金股跌幅 明显，潼关黄金跌8.6%，录得6连跌行情；内房股全线下跌，碧桂园、新城发展跌幅居前；家电股、汽 车股、光伏股、煤炭股、建材水泥股、石油股、中资券商股、内险股纷纷走低。 ...