香港联交所最新资料显示，1月2日，蒋薇增持潼关黄金(00340)50万股，每股作价2.8港元，总金额为140 万港元。增持后最新持股数目约为11.87亿股，最新持股比例为22.83%。 ...

智通财经APP获悉，香港联交所最新资料显示，1月2日，蒋薇增持潼关黄金(00340)50万股，每股作价 2.8港元，总金额为140万港元。增持后最新持股数目约为11.87亿股，最新持股比例为22.83%。 ...

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12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: 2026年1月2日 I. 法定/註冊股本變動 | 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 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 46,223,810,000 | HKD | | 0.1 | HKD | | 4,622,381,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 46,223,810,000 | HKD | | 0.1 | HKD | | 4,622,381,000 | ...

Core Viewpoint - The Hong Kong stock market experienced a strong upward trend in 2025, with the Hang Seng Index rising by 27.77% and the Hang Seng Tech Index increasing by 23.45%, driven by active trading and improved market sentiment [1][12]. Market Performance - The trading volume in the Hong Kong stock market significantly increased compared to previous years, indicating heightened trading activity and a broad release of market profit potential [1]. - The year saw a clear phase rotation in the market, with different sectors driving the market's upward movement at various times, including AI technology, innovative pharmaceuticals, and non-competitive policies leading to industrial optimization [3][5]. Sector Analysis - The technology sector was a major player in the market, with the Hang Seng Tech Index rising by 20.74% in Q1 2025, outperforming the Hang Seng Index's 15.25% increase during the same period [4]. - The innovative pharmaceutical sector gained momentum due to a surge in business development (BD) transactions, benefiting from improved global liquidity as the Federal Reserve began its rate-cutting cycle [4][5]. - The metals sector, particularly non-ferrous metals, emerged as the strongest performer by year-end, with copper stocks rising by 261.85%, gold and precious metals by 197.85%, and other metals and mining stocks by 187.91% [6][7]. Individual Stock Performance - Notable individual stock performances included Zijin Mining (02899.HK) rising by 162%, Shandong Gold (01787.HK) increasing by over 183%, and Jiangxi Copper (00358.HK) climbing nearly 281% [9]. - The stock of珠峰黄金 (01815.HK) skyrocketed by over 1286%, marking it as a rare "tenfold" stock in a year [9]. Investment Drivers - The rise in non-ferrous metals was attributed to multiple favorable factors, including the global trend of "de-dollarization," supply-demand imbalances in industrial metals, and domestic policies optimizing supply structures [6][10]. - The rapid development of emerging industries such as AI, new energy, and innovative pharmaceuticals provided a wealth of high-growth investment opportunities, supporting long-term stock price increases [12][13]. Future Outlook - Analysts expect the Hong Kong stock market to continue its upward trend in 2026, driven by improved liquidity and corporate profit recovery, with a potential shift in market driving logic from valuation recovery to profit growth [13].

Group 1 - The core viewpoint of the article highlights a decline in gold prices, which negatively impacted the performance of gold stocks in China [1] - China Silver Group (00815) experienced a drop of 5.63%, while Lingbao Gold (03330) fell by 3.25% [1] - Other notable declines include Shandong Gold (01787) down 2.67%, Zhaojin Mining (01818) down 2.67%, and Zijin Mining International (02259) down 2.35% [1] Group 2 - The decline in international gold prices was attributed to profit-taking by some investors, with New York February futures closing at $4343.6 per ounce, a decrease of approximately 4.6% [1] - Spot gold prices briefly approached the $4300 per ounce mark [1]

点击查看公告原文>> 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 来源：新浪港股-好仓工作室 2025年12月30日，潼关黄金（股份代号：00340）公告称，通过一般授权以发行代价股份方式收购目标 公司100%股权，具体发行股份数量及募集金额未在公告中披露。 潼关黄金主要从事黄金相关业务，目标公司及其附属公司通过持有项目公司股权，间接参与采矿相关工 程业务。本次收购旨在拓展公司业务范围，所得款项将用于支付收购代价。本次发行根据股东大会授予 的一般授权实施，具体完成时间未在公告中披露。 ...

本公佈僅供參考，並不構成收購、購買或認購任何證券之邀請或要約。 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） 股份交易 涉及根據一般授權發行代價股份 以收購目標公司100%股權 茲提述潼關黃金集團有限公司（「本公司」）日期為二零二五年十二月十九日之公佈（「該公 佈」），內容有關收購事項。 除非另有界定，否則本公佈所用詞彙與該公佈所界定者具有相同涵義。本公司謹就以下 事項提供進一步資料：(i)目標公司的估值及收購事項代價的基準；及(ii)目標集團的資料。 估值及代價基準 目標公司、香港附屬公司及外商獨資企業乃專為直接或間接持有直接控股公司股權而成立。 根據本公司取得的中國法律意見，外商獨資企業目前進行的業務不受相關中國法律及法 規的外商投資限制所限，且進行業務時並無採用合約安排。誠如該公佈所披露，該等實 體除各自於下游實體的股權外，並無其他業務營運，亦不持有任何重大 ...

港股黄金股继续上涨行情，其中，山东黄金涨超4%，招金矿业涨3.9%，灵宝黄金涨3%，赤峰黄金、紫 金黄金国际、珠峰黄金涨超2%，中国黄金国际、潼关黄金涨1.7%。 本文源自：金融界AI电报 ...

消息上，周一纽约时段，现货黄金价格加速上涨，亚洲早盘，现货黄金涨超1%，最高至4490.88美元/盎 司，续创历史新高，年内累涨超71%。分析认为，最新一波上涨源于交易员押注美联储将在2026年降息 两次，美国总统特朗普也公开主张较宽松的货币政策，利率下行通常会给不用支付利息的贵金属提供支 撑。与此同时，地缘政治风险也强化了黄金和白银的避险属性。 港股黄金股继续上涨行情，其中，山东黄金涨超4%，招金矿业涨3.9%，灵宝黄金涨3%，赤峰黄金、紫 金黄金国际、珠峰黄金涨超2%，中国黄金国际、潼关黄金涨1.7%。 | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 01787 | 山东黄金 | 37.760 | 4.37% | | 01818 | 招等矿业 | 33.540 | 3.90% | | 03330 | 灵宝黄金 | 19.460 | 2.96% | | 02489 | 集海资源 | 1.120 | 2.75% | | 06693 | 赤峰黄金 | 32.620 | 2.45% | | 02259 | 紫金黄金国际 | 155.600 | 2.44% ...

Core Viewpoint - Tongguan Gold (00340) has seen a significant increase in its stock price, rising over 6% following the announcement of its acquisition of 100% equity in Longxin Construction Development Co., Ltd for RMB 260 million, which will be paid through the issuance of 110 million shares at an issue price of HKD 2.6 per share [1] Group 1: Acquisition Details - The acquisition is set to be completed by December 19, 2025, and is expected to enhance the company's gold mining operations through synergies, cost savings, and improved operational efficiency [1] - Longxin Construction Development Co., Ltd primarily engages in mining engineering and construction, and is already a service provider for the company [1] Group 2: Market Reaction - Following the announcement, Tongguan Gold's stock price increased by 6.55%, reaching HKD 2.93, with a trading volume of HKD 39.0351 million [1]