Group 1 - Gold stocks continue to decline, with Lingbao Gold down 5.51% at HKD 15.79, China Silver Group down 4.9% at HKD 0.485, Chifeng Jilong Gold down 3.96% at HKD 29.62, and Zijin Mining down 2.79% at HKD 28.56 [1] - Comex gold futures have surpassed USD 3700, reaching a new historical high, with JPMorgan forecasting spot gold prices to exceed USD 4000 per ounce by Q1 2026 [1] - JPMorgan indicates that if the independence of the Federal Reserve is compromised, investor capital rotation could push gold prices to USD 5000 within two quarters [1] Group 2 - The biggest risk to gold prices is a significant reduction in central bank gold purchases, which could challenge the sustainability of the price increase if prices rise too high [1] - Cathay Securities notes that the US August CPI met expectations, and a weakening job market is leading to increased expectations for interest rate cuts, positively impacting precious and industrial metal prices [1] - As the September monetary policy meeting approaches, the market is awaiting guidance from the Federal Reserve on future interest rate cuts, while ongoing US-China negotiations may amplify metal price volatility [1]

Group 1 - The Hong Kong gold stocks collectively declined, with Chifeng Jilong Gold Mining falling over 5% [1] - China Silver Group dropped by 4.9%, while Lingbao Gold decreased by 4.55% [1] - Other companies such as Zhaojin Mining and Tongguan Gold fell over 3%, with Zijin Mining, Shandong Gold, and Zhujiang Gold declining nearly 3% [1]

Group 1 - The core viewpoint of the article indicates that gold stocks in the Hong Kong market have collectively declined, with notable drops in companies such as Chifeng Jilong Gold Mining Co., Ltd. and China Silver Group, amidst a decrease in spot gold prices [1] - Chifeng Jilong Gold Mining Co., Ltd. saw a decline of over 5%, while China Silver Group fell by 4.9%, and Lingbao Gold Company decreased by 4.55% [1] - The article highlights that spot gold prices fell to $3680 per ounce, marking a 0.3% decrease during the Asian trading session, as the market awaits the Federal Open Market Committee (FOMC) decision [1] Group 2 - According to a report from Shenwan Hongyuan Securities, gold prices have been on the rise since August, reaching historical highs, primarily driven by European and American investors, with Asian investors not participating significantly [1] - The potential for further increases in gold prices may depend on the Federal Reserve's interest rate decisions and the subsequent performance of the Chinese stock market [1] - The article notes that several gold companies, including Zijing Mining and Shandong Gold, have reached historical highs in their stock prices during this upward trend in gold prices [1]

Core Viewpoint - The recent surge in gold stocks is driven by rising gold prices, with COMEX gold surpassing $3700 per ounce and a projected increase to $4000 per ounce by Q1 2026 due to strong investor demand and potential Federal Reserve rate cuts [1] Gold Stocks Performance - Shandong Gold (01787) increased by 3.65% to HKD 36.34 - China Silver Group (00815) rose by 2% to HKD 0.51 - Zhaojin Mining (01818) gained 1.95% to HKD 30.3 - Chifeng Jilong Gold (06693) went up by 1.16% to HKD 31.4 [1] Market Predictions - Morgan Stanley has raised its gold price forecast, anticipating that gold could exceed $4000 per ounce by Q1 2026, with a potential rise to $5000 if the Federal Reserve's independence is challenged [1] - The increase in gold prices is attributed to concerns over global debt and monetary policies, with the passage of the "Big and Beautiful" bill expected to raise the U.S. fiscal deficit by $3.4 trillion [1] Investment Outlook - Huaxi Securities suggests that the long-term outlook for gold remains positive due to global monetary and debt concerns, indicating that gold stocks are currently undervalued and present a good investment opportunity [1]

每经AI快讯，黄金股延续近期涨势，截至发稿，山东黄金(01787.HK)涨3.65%，报36.34港元；中国白银 集团(00815.HK)涨2%，报0.51港元；招金矿业(01818.HK)涨1.95%，报30.3港元；赤峰黄金(06693.HK)涨 1.16%，报31.4港元。 ...

华西证券此前指出，长期看，全球货币与债务担忧，使得黄金受益于债务和货币宽松的交易方向，"大 而美"法案的通过预计提高美国3.4万亿美元财政赤字，全球多国财政赤字处于高位，国债利率上涨，看 好未来黄金价格，受益于金价上涨，黄金资源股盈利预期增强，目前黄金股估值处于较低水平，关注黄 金股配置机会。 消息面上，9月15日，COMEX黄金突破3700美元/盎司，再创新高，年内累计上涨超40%。据悉，摩根 大通上调对金价的价格预测，在即将到来的美联储降息周期和由此引燃的强劲投资者需求的双重推动 下，预计现货金价将在2026年第一季度突破4000美元/盎司大关。同时，若美联储独立性受到冲击，投 资者的资金轮动可能在两个季度内将金价推至5000美元高位。 智通财经APP获悉，黄金股延续近期涨势，截至发稿，山东黄金(01787)涨3.65%，报36.34港元；中国白 银集团(00815)涨2%，报0.51港元；招金矿业(01818)涨1.95%，报30.3港元；赤峰黄金(06693)涨1.16%， 报31.4港元。 ...

Group 1 - Gold prices continue to reach new highs, with spot gold rising to $3547 per ounce, setting a new record [1] - Hong Kong-listed gold stocks opened higher collectively, with notable increases in several companies [1] - Companies such as Zhaojin Mining, China Gold International, Shandong Gold, and Lingbao Gold have reached historical highs [1] Group 2 - The following companies experienced significant stock price increases: - Tongguan Gold: +5.24%, latest price at 2.410, market cap of 10.598 billion [2] - Chifeng Jilong Gold: +5.08%, latest price at 29.400, market cap of 55.872 billion [2] - Zhaojin Mining: +4.40%, latest price at 28.000, market cap of 99.187 billion [2] - China Gold International: +4.19%, latest price at 129.300, market cap of 51.256 billion [2] - China Silver Group: +3.92%, latest price at 0.530, market cap of 1.241 billion [2] - Shandong Gold: +3.63%, latest price at 32.000, market cap of 143.15 billion [2] - Zhuofeng Gold: +3.53%, latest price at 1.760, market cap of 2.179 billion [2] - Lingbao Gold: +3.53%, latest price at 16.150, market cap of 20.785 billion [2] - Zijin Mining: +2.58%, latest price at 27.800, market cap of 738.857 billion [2]

Group 1 - Silver prices have surpassed $40 per ounce, reaching the highest level since September 21, 2011 [1] - The U.S. core PCE index year-on-year recorded at 2.9%, meeting expectations, and has risen for three consecutive months [1] - Market participants are betting on the Federal Reserve to cut interest rates following dovish comments from Powell at the Jackson Hole meeting [1] Group 2 - China Silver Group (00815) saw its stock price increase by over 10%, currently trading at HKD 0.52 with a trading volume of HKD 52.997 million [2]

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 公司名稱: 中國白銀集團有限公司 呈交日期: 2025年9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) | 00815 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 3,000,000,000 | HKD | | 0.01 | HKD | | 30,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 3,000,000,000 | HKD | | 0.01 | HKD | | 30,000,000 | 本月底法定/註冊股本總額： HKD 30,000,000 FF301 截至月份: 2025年8月31 ...

来源：第一财经 恒指跌0.11%，恒生科技指数跌0.11%。贵金属板块普涨，中国白银集团、中国黄金国际涨超3%；医药 股普遍回调，先声药业跌超6%。 ...