委任行政總裁 潼關黃金集團有限公司（「本公司」）董事會（「董事會」）欣然宣佈，王得權先生（「王先生」） 將獲委任為本公司行政總裁，自二零二五年十月一日起生效。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈之內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公佈全部或任何部分內容 而產生或因倚賴該等內容而引致之任何損失承擔任何責任。 （ 於 百 慕 達 註 冊 成 立 之 有 限 公 司 ） （股份代號：00340） 董事會謹藉此機會恭賀王先生履新。 承董事會命 王先生的履歷詳情載列如下： 王先生，44歲，長安大學博士，中國科學院廣州地球化學研究所博士後。王先生為高級工 程師，是陝西省非油氣礦產資源勘查開發方案評審專家庫專家。王先生長期從事金礦勘 查與研究工作，曾獲陝西省科技進步獎二等獎。王先生亦在科學引文索引(SCI)、工程索 引(EI)及中國核心期刊等高水準期刊發表論文40餘篇，並擁有8項專利。 王先生於黃金開採行業擁有逾10年之管理及運營經驗。自二零一四年六月至二零二零年 七月，王先生曾於陝西省一家地質勘查及核能利用公司（中陝核工業集團公司）擔任副部長、 副主任等多項職 ...

Market Performance - The Hong Kong stock market experienced a strong rebound, with the Hang Seng Index closing at 26,622.88 points, up 494.86 points, a rise of 1.89% [1] - The Hang Seng Tech Index surged by 129.14 points, closing at 6,324.25 points, reflecting a gain of 2.08% [1] Fund Flow - Despite the strong performance of the Hong Kong stocks, southbound funds showed a cautious attitude, with a net sell of over 1.6 billion HKD by the close [3] - In the previous week, southbound funds had a net buy of approximately 44 billion HKD in Hong Kong stocks [3] - Analysts suggest that the net selling may be related to the upcoming National Day and Mid-Autumn Festival holidays, as the A-shares will be closed for 8 days, leading to a temporary exit of some southbound funds [3] Sector Performance - Chinese brokerage stocks saw significant gains, with Huatai Securities (06886.HK), GF Securities (01776.HK), and Shenwan Hongyuan Hong Kong (00218.HK) rising over 12% [5] - Other notable performers included CITIC Securities (06030.HK) and Dongfang Securities (03958.HK), both up over 11% [5] - Tech stocks also performed well, with Alibaba-W (09988.HK) and Kuaishou-W (01024.HK) rising over 4%, and JD Group (09618.HK) increasing over 3% [7] - Gold stocks and lithium battery stocks also saw gains, with Tongguan Gold (00340.HK) up over 6% and CATL (03750.HK) up over 3% [7] Market Outlook - Huatai Securities noted a historical pattern in the Hong Kong market, indicating a "pre-holiday defense, mid-holiday rally, and post-holiday switch" effect [8] - Despite the closure of the southbound trading, internal factors are expected to remain more significant than external ones, with investor focus on domestic consumption data and fourth-quarter policy strength [9] - Historical data suggests a high success rate for "holding stocks over the holiday," with recommendations to maintain allocations in growth and consumer sectors before the holiday and shift to defensive positions afterward [9]

Core Viewpoint - The Hong Kong gold stocks experienced significant gains in the afternoon trading session on September 29, with multiple companies showing notable increases in their stock prices [1] Company Performance - Tongguan Gold (00340.HK) saw a rise of 7.98%, reaching HKD 2.84 [1] - Zhaojin Mining (01818.HK) increased by 6.75%, trading at HKD 31.12 [1] - Zijin Mining (02899.HK) rose by 5.66%, with a price of HKD 32.1 [1] - Shandong Gold (01787.HK) experienced a gain of 4.3%, priced at HKD 37.38 [1] - Chifeng Jilong Gold (06693.HK) increased by 4.1%, reaching HKD 30.5 [1]

Core Viewpoint - The gold stocks have seen significant gains in the afternoon trading session, driven by a surge in international gold prices, which have reached historical highs [1] Group 1: Stock Performance - Tongguan Gold (00340) increased by 7.98%, trading at 2.84 HKD [1] - Zhaojin Mining (01818) rose by 6.75%, trading at 31.12 HKD [1] - Zijin Mining (601899) (02899) saw a rise of 5.66%, trading at 32.1 HKD [1] - Shandong Gold (600547) (01787) increased by 4.3%, trading at 37.38 HKD [1] - Chifeng Jilong Gold Mining (600988) (06693) rose by 4.1%, trading at 30.5 HKD [1] Group 2: Gold Price Movement - As of September 29, the spot gold price surpassed 3800 USD/ounce, marking a new historical high with an intraday increase of over 1% [1] - COMEX gold prices reached 3830 USD/ounce [1] Group 3: Market Insights - According to招商期货, the shift in Trump's stance on the Russia-Ukraine conflict and renewed tariff tensions are contributing factors that may lead to continued increases in COMEX gold prices [1] - Morgan Stanley strategists project that by mid-2026, gold prices could reach between 4050 USD and 4150 USD per ounce, indicating potential for further record highs [1]

Core Insights - International gold prices continue to reach historical highs, driving significant increases in Hong Kong-listed gold stocks [1] - Spot gold prices surpassed previous highs, reaching $3,798.54 per ounce, marking a 1% increase [1] - JPMorgan analysts predict gold prices will reach between $4,050 and $4,150 per ounce by mid-2026, indicating potential for further record highs [1] Company Performance - The following gold stocks in Hong Kong experienced notable price increases: - Tongguan Gold rose by 4.18% to HKD 2.740 [2] - Zhaojin Mining increased by 3.89% to HKD 30.480 [2] - Zijin Mining gained 3.49% to HKD 31.440 [2] - Chifeng Jilong Gold rose by 3.14% to HKD 30.220 [2] - Shandong Gold increased by 2.73% to HKD 36.820 [2] - Lingbao Gold rose by 2.63% to HKD 17.960 [2] - Everest Gold increased by 1.47% to HKD 1.380 [2] - China Gold International rose by 1.20% to HKD 134.600 [2] Market Trends - Domestic gold jewelry brands have also seen price increases, with Chow Sang Sang's gold jewelry priced at HKD 1,111 per gram, up by HKD 5 from September 26 [1] - Other brands like Chow Tai Fook and Luk Fook Jewelry maintained their gold jewelry prices at HKD 1,108 per gram [1]

Core Viewpoint - International gold prices continue to reach historical highs, driving significant increases in Hong Kong gold stocks, with forecasts suggesting further price increases in the coming years [1] Group 1: Gold Price Movement - Spot gold prices surpassed previous highs, rising by 1% to $3,798.54 per ounce, marking a new historical peak [1] - JPMorgan strategists predict that by mid-2026, gold prices could reach between $4,050 and $4,150 per ounce, indicating potential for new record highs [1] Group 2: Stock Performance - Hong Kong gold stocks experienced collective gains, with notable increases including: - Tongguan Gold up 4.18% - Zhaojin Mining up nearly 4% - Zijin Mining up 3.5% - Chifeng Jilong Gold up over 3% - Shandong Gold and Lingbao Gold both up nearly 3% - Everest Gold and China Gold International both up over 1% [1] Group 3: Domestic Jewelry Pricing - Domestic gold jewelry brands saw price increases, with specific examples including: - Chow Sang Sang's gold jewelry priced at 1,111 yuan per gram, up 5 yuan from September 26 - Other brands like Chow Tai Fook and Lao Feng Xiang maintaining prices at 1,108 yuan per gram [1]

Group 1 - The Hang Seng Index experienced a pullback to the 20-day moving average due to month-end effects and renewed U.S. tariffs [1] - The U.S. government shutdown is a major concern, with funding set to expire on September 30, potentially affecting millions of federal jobs [1] - China's industrial profits in August showed a significant recovery, increasing by 20.4% after a previous decline of 1.5%, indicating the effectiveness of anti-involution policies [1] Group 2 - Tesla is focusing on scaling up the production of its Optimus robot, with reports of a meeting between Elon Musk and UAE media officials [2] - Meta has announced the development of humanoid robot systems, indicating a strategic focus on robotics alongside augmented reality [2] Group 3 - The new energy storage market is facing a shortage of battery cells, with orders extending into next year [3] - Tongguan Gold (00340) is highlighted as a developing gold mining company with significant resources and a long-term agreement with Zijin Mining [3] Group 4 - Meta has concluded the release of new AI glasses, with supply chain orders for 12-13 million units this year and an upward revision to 30 million units for next year [4] - The expected shipment volume for Meta's AI glasses in 2025 is projected to be around 5-6 million units, with a significant increase anticipated in Q4 [4][5] Group 5 - The supply chain for Meta's AI glasses is expected to face challenges, with potential delays in component availability impacting shipment timelines [5] - Meta's confidence in the AI glasses product line suggests a strong order forecast to meet anticipated demand [5][6] Group 6 - The successful sales of Meta's AI glasses in 2025 and 2026 would validate the viability of the AI glasses category [6] - Recommendations for investment include focusing on Sunny Optical (02382) and upstream silicon carbide substrate supplier Tianyue Advanced (02631) [6]

Group 1 - Ji Hai Resources (02489.HK) increased by 5.21% [1] - China Silver Group (00815.HK) rose by 4% [1] - Zijin Mining (02899.HK) saw a rise of 3.09% [1] - Tongguan Gold (00340.HK) experienced a 2.66% increase [1]

Group 1 - The stock of Tongguan Gold (00340) increased by over 7%, reaching a price of 2.65 HKD with a trading volume of 143 million HKD [1] - Guosen Securities highlighted that the company is a developing gold mining enterprise, primarily engaged in gold mining and recovery [1] - The company's gold mining areas are located in Tongguan, Shaanxi, and Su Bei, Gansu, with an average gold resource grade of 8.26 grams per ton and a total resource amount of 55 tons as of the end of 2024 [1] Group 2 - The company achieved a gold production of 2.5 tons for the year [1] - In April of this year, the company signed a long-term gold flow agreement with Zijin Mining's subsidiary, Zijin Metal Co., Ltd., where Zijin prepaid 25 million USD as initial funding support [1] - The company committed to delivering a total of approximately 422 kilograms of gold from the Su Bei Bei Dong mining area over the next nine years [1]

Group 1 - The stock of Tongguan Gold (00340) has increased by over 7%, currently trading at 2.65 HKD with a transaction volume of 143 million HKD [1] - Guosen Securities has identified the company as a developing gold mining enterprise, primarily engaged in gold mining and recovery operations [1] - The company's gold mining areas are located in Tongguan, Shaanxi, and Su Bei, Gansu, with an average gold resource grade of 8.26 grams per ton and a total resource volume of 55 tons as of the end of 2024 [1] Group 2 - The company achieved a gold production of 2.5 tons for the year [1] - In April of this year, the company signed a long-term gold supply agreement with Zijin Mining's subsidiary, Zijin Metals, which includes an upfront cash payment of 25 million USD for initial funding [1] - The company has committed to delivering approximately 422 kilograms of gold from the Su Bei Bei Dong mine over the next nine years [1]