Market Overview - The Federal Reserve maintained the federal funds rate target range at 3.5%-3.75%, aligning with market expectations[9] - The Hang Seng Index closed at 27,827, down 2.58% for the day but up 8.57% year-to-date[3] - The S&P 500 index closed at 6,978, with a slight decrease of 0.01% for the day and a year-to-date increase of 1.94%[3] Stock Performance - Gold prices surged, with spot gold exceeding $5,280 per ounce, marking a monthly increase of over 22%[9] - Semiconductor stocks saw significant gains, with the Philadelphia Semiconductor Index rising by 2.34%[9] - Major tech stocks showed mixed results, with Intel up 11.04% and Microsoft down 6% post-earnings report[9] Sector Highlights - Oil stocks continued to rise, with Shanghai Petrochemical gaining over 5% due to geopolitical tensions driving oil prices up by 3%[9] - New consumer concept stocks performed well, with a snack retail chain soaring 69% on its debut[9] - Airline stocks faced pressure, with China Southern Airlines down 6.83% due to rising operational costs[9] Economic Indicators - The U.S. dollar index fell to 95.51, the lowest since February 2022, contributing to the rise in gold prices[9] - The Japanese yen strengthened, impacting export-related stocks negatively, with Toyota down 3.24%[13] - The Bank of Japan raised its policy rate to 0.75%, the highest in 30 years, indicating a cautious approach to future rate hikes[13]

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 呈交日期： 2026年1月28日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 00340 | 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | | | | | 事件 | | 已發行股份（不包括庫存股份）數 目 | | 佔有關事件前的現有已發 行股份（不包括庫存 ...

于转换后，可换股债券的剩余未偿还本金额为2640万港元。于转换后，转换股份与所有已发行股份享有 同等地位。转换股份分别占紧接转换前公司已发行股份总数约0.11%，及经转换后配发及发行转换股份 而扩大的公司已发行股份总数约0.11%。 格隆汇1月28日丨潼关黄金(00340.HK)发布公告，有关本金总额为相等于人民币3000万元的港元金额(即 3300万港元)的可换股债券。公司已收到潼飞投资有限公司("债券持有人")发出的转换通知("转换通 知")，据此，债券持有人已行使其权利，按每股转换股份1.1港元的转换价格，部分转换本金总额为660 万港元的可换股债券，致使公司于2026年1月28日向债券持有人配发及发行600万股新股份("转换股 份")。 ...

Core Viewpoint - Tongguan Gold (00340) has received a conversion notice from Tongfei Investment Co., Ltd., indicating that the bondholder has exercised its rights to convert part of the convertible bonds into shares at a conversion price of HKD 1.1 per share [1] Group 1 - The bondholder converted a total principal amount of HKD 6.6 million of the convertible bonds, resulting in the issuance of 6 million new shares to the bondholder on January 28, 2026 [1] - After the conversion, the remaining outstanding principal amount of the convertible bonds is HKD 26.4 million [1] - The newly converted shares will rank equally with all existing shares and represent approximately 0.11% of the total issued shares before conversion and approximately 0.11% of the total issued shares after the conversion [1]

Core Viewpoint - Tongguan Gold (00340) has received a conversion notice from Tongfei Investment Co., Ltd., indicating that bondholders have exercised their rights to convert a portion of the convertible bonds into shares at a conversion price of HKD 1.1 per share [1] Group 1: Conversion Details - The total principal amount converted is HKD 6.6 million, resulting in the issuance of 6 million new shares to the bondholders on January 28, 2026 [1] - After the conversion, the remaining outstanding principal amount of the convertible bonds is HKD 26.4 million [1] - The converted shares will rank equally with all existing shares and represent approximately 0.11% of the total issued shares before conversion, and approximately 0.11% of the total issued shares after the conversion [1]

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。 本公佈僅供參考，概不構成收購、購買或認購本公司證券之邀請或要約。 董事會欣然宣佈，本公司已收到潼飛投資有限公司（「債券持有人」）發出的轉換通知（「轉 換通知」），據此，債券持有人已行使其權利，按每股轉換股份1.1港元的轉換價格，部分 轉換本金總額為6,600,000港元的可換股債券，致使本公司於二零二六年一月二十八日向 債券持有人配發及發行6,000,000股新股份（「轉換股份」）（「轉換」）。於轉換後，可換股債 券之剩餘未償還本金額為26,400,000港元。 於轉換後，轉換股份與所有已發行股份享有同等地位。轉換股份分別佔緊接轉換前本公 司已發行股份總數約0.11%，及經轉換後配發及發行轉換股份而擴大之本公司已發行股份 總數約0.11%。 承董事會命 潼關黃金集團有限公司 主席兼執行董事 蔣智勇 （ 於 百 慕 達 註 冊 成 立 之 有 限 公 司 ） （股份代號：00340） 可換股債券之轉換 茲 ...

Investment Rating - The report maintains a "Buy" rating for Tongguan Gold (0340.HK) with a current price of HKD 3.49 [4]. Core Insights - The company is expected to experience significant growth in revenue and profit driven by rising gold prices and strategic acquisitions [10][42]. - The company has successfully expanded its resource base and operational efficiency through multiple acquisitions, including the purchase of mining companies in the Tongguan and Gansu regions [10][15]. - The company’s gold production is projected to increase significantly, with expectations of reaching 3.8 to 4.4 tons by 2027 [38]. Summary by Sections 1. Business Expansion - In the first half of 2025, the company achieved a revenue of HKD 938 million, reflecting a year-on-year growth rate of 21%. The net profit attributable to shareholders reached HKD 312 million, a remarkable increase of 272.6% compared to the previous year [13][14]. - The company has undertaken several initiatives to drive business expansion, including acquiring mining companies and forming strategic partnerships to enhance operational efficiency and reduce costs [15][10]. 2. Resource Growth Potential - The company's total gold resource has increased to 81 tons, with an average grade of 6.5 g/t. The acquisition of Yixin Mining added 26 tons to the resource base [20][22]. - The company operates two mining sites in Su Bei and Tongguan, with significant potential for further resource expansion through ongoing exploration and development efforts [20][30]. 3. Internal Growth and Production Increase - Gold production is expected to reach 2.52 tons in 2024, representing an 85.27% increase year-on-year. The company anticipates continued growth in production, with estimates of 2.6 to 2.9 tons in 2025 and 3.8 to 4.4 tons by 2027 [38][39]. - The company has a strong internal growth potential, particularly in the Tongguan and Su Bei mining areas, as exploration and production transition efforts progress [38]. 4. Financial Forecast and Investment Recommendations - The company is projected to achieve net profits of HKD 1.017 billion, HKD 1.264 billion, and HKD 1.569 billion for the years 2025, 2026, and 2027, respectively. The expected EPS for the same years is HKD 0.19, HKD 0.24, and HKD 0.30 [3][42]. - The report emphasizes that the company's gold mining business is entering a new development phase, with strong internal dynamics and favorable market conditions expected to drive growth [42].

Investment Rating - The report maintains a "Buy" rating for Tongguan Gold (0340.HK) with a current price of HKD 3.49 [4]. Core Insights - The company is expected to experience significant growth in revenue and profit driven by rising gold prices and strategic acquisitions [10][42]. - The company has successfully expanded its resource base and operational efficiency through multiple acquisitions, including the purchase of mining companies in the Tongguan and Gansu regions [10][15]. - The company’s gold production is projected to increase significantly, with a forecasted production of 2.52 tons in 2024, representing a year-on-year growth of 85.27% [38]. Summary by Sections 1. Business Expansion - In the first half of 2025, the company achieved a revenue of HKD 938 million, reflecting a year-on-year growth rate of 21% [13]. - The net profit attributable to shareholders reached HKD 312 million, a remarkable increase of 272.6% compared to the previous year [13]. - The company has undertaken several initiatives to expand its business, including acquiring mining companies and forming strategic partnerships to enhance operational efficiency [15][18]. 2. Resource Growth and Potential - The company's total gold resource has increased to 81 tons, with an average grade of 6.5 g/t following the acquisition of Yixin Mining [20]. - The company operates two mining sites in Su Bei and Tongguan, with significant potential for further resource expansion due to ongoing exploration activities [20][30]. - The average grade of gold resources in Tongguan County is 7.46 g/t, while in Su Bei County, it is 10.21 g/t, indicating high-quality deposits [20]. 3. Internal Growth and Production Increase - Gold production is expected to rise, with projections of 2.6 to 2.9 tons in 2025 and 3.8 to 4.4 tons by 2027 [38]. - The company has shown a consistent increase in gold production since its transition to gold mining in 2017, with a notable increase in production capacity following the acquisition of North East Mining [38][39]. 4. Financial Forecast and Investment Recommendations - The company is projected to achieve net profits of HKD 1.017 billion, HKD 1.264 billion, and HKD 1.569 billion for the years 2025, 2026, and 2027 respectively, with corresponding EPS of HKD 0.19, HKD 0.24, and HKD 0.30 [3][42]. - The report emphasizes the strong internal growth dynamics and favorable market conditions for gold prices, supporting the recommendation to buy the stock [10][42].

Group 1 - International gold prices continue to rise, setting new records, which has positively impacted the Hong Kong stock market, particularly gold stocks [1] - Notable performers include Zhaojin Mining, Chifeng Jilong Gold, and Shandong Gold, all of which have increased by over 4%, while Tongguan Gold rose nearly 3% [1] - Several companies, including Chifeng Jilong Gold and Shandong Gold, have reached historical highs in their stock prices [1]

本文源自：金融界AI电报 港股黄金股走高，赤峰黄金(06693.HK)涨超7%，紫金黄金国际(02259.HK)、中国黄金国际(02099.HK)涨 5%，山东黄金(01787.HK)、潼关黄金(00340.HK)涨超3%，中国白银集团(00815.HK)涨2.9%。 ...