【港股黄金股走强 灵宝黄金涨近7%】智通财经8月4日电，截至发稿，灵宝黄金(03330.HK)涨6.76%、 赤峰黄金(06639.HK)涨5.77%、潼关黄金(00340.HK)涨5.46%。消息方面，美国7月非农仅新增7.3万人， 前两月数据大幅下修。对此机构预计美国货币政策变化将接力财政政策为黄金价格提供支撑，建议关注 阶段性配置机会。 转自：智通财经 ...

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。 ...

Market Overview - The Hong Kong stock market showed mixed results with the Hang Seng Index down by 1.07% to 24,906.39 points, while the Hang Seng Tech Index increased by 0.34% and the National Enterprises Index fell by 1.03% [2] Key Stock Movements - Kuaishou saw a significant increase of nearly 9%, while Bilibili rose over 2%. Conversely, Meituan and Xiaomi both dropped over 2%, and JD.com also experienced a decline [2] - AI-related stocks performed well, with Meitu rising over 15%. Oriental Securities expressed optimism about user growth and commercialization of vertical AI products in the second half of the year, particularly for companies with overseas AI applications [2] - Biopharmaceutical B-shares were active, with Lepu Biopharma increasing over 4%. The National Healthcare Security Administration discussed support for innovative drug development with Singapore's GIC [3][4] Gold and Real Estate Sector Performance - Gold stocks continued to decline, with Tongguan Gold dropping over 8%. Recent trends indicate a shift in investor sentiment away from gold towards stocks, as gold prices fell below $3,270 per ounce [4][5] - The real estate sector faced significant declines, with Country Garden falling over 6%. A recent meeting of the Central Political Bureau highlighted limited focus on real estate, emphasizing the need for high-quality urban renewal [6][7]

潼关黄金(00340)发布公告，集团于截至2025年6月30日止6个月(2025年中期期间)的中期业绩预期取得公 司拥有人应占溢利介乎约3.3亿港元至3.6亿港元，较2024年同期公司拥有人应占溢利约9200万港元增加 约259%至291%。 公司拥有人应占溢利增加主要归因于与2024年同期相比，矿产黄金产量及销量增加及矿产黄金平均售价 上涨。 ...

Core Viewpoint - Tongguan Gold (00340) expects to achieve a profit attributable to shareholders of approximately HKD 330 million to HKD 360 million for the six months ending June 30, 2025, representing an increase of approximately 259% to 291% compared to the profit of approximately HKD 92 million for the same period in 2024 [1] Group 1 - The increase in profit attributable to shareholders is primarily due to an increase in gold production and sales volume compared to the same period in 2024 [1] - The average selling price of gold has also risen, contributing to the overall profit increase [1]

智通财经获悉，黄金股早盘全线下挫，截至发稿，潼关黄金(00340)跌9.18%，报1.78港元；紫金矿业 (02899)跌5.16%，报21.15港元；灵宝黄金(03330)跌4.89%，报10.12港元；赤峰黄金(06693)跌4.23%，报 22.65港元；山东黄金(01787)跌3.75%，报24.4港元。 本文源自：智通财经网 消息面上，隔夜现货黄金大跌超1.5%，失守3280美元/盎司。当地时间7月30日，美国联邦储备委员会结 束为期两天的货币政策会议，宣布将联邦基金利率目标区间维持在4.25%至4.50%之间不变。鲍威尔在 最新一轮货币政策会议后的新闻发布会上表示，美联储尚未就9月利率做出任何决定。鲍威尔表示，他 们"将在下次议息会议前夕参考有关经济的信息"。 现在就断言美联储是否会像金融市场预期的那样在9 月下调联邦基金利率还为时过早。 ...

格隆汇7月31日丨潼关黄金(00340.HK)公布，集团于截至2025年6月30日止六个月的中期业绩预期录得公 司拥有人应占溢利介乎约3.3亿港元至3.6亿港元，较2024年同期公司拥有人应占溢利约9200万港元增加 约259%至291%。 公司拥有人应占溢利增加主要归因于与2024年同期相比，矿产黄金产量及销量增加及矿产黄金平均售价 上涨。 ...