Core Viewpoint - Zijin Mining International (2259.HK) experienced a significant price increase, rising nearly 7% to HKD 151.7, following its inclusion in the Hong Kong Stock Connect securities list due to adjustments in the Hang Seng Composite Index [1] Group 1: Company Updates - The Shenzhen Stock Exchange announced that Zijin Mining International will be added to the Hong Kong Stock Connect securities list, effective from October 16 [1] - Zijin Mining International has met the rapid inclusion criteria for the Hang Seng Composite Index, as announced by the Hang Seng Index Company on October 2 [1] Group 2: Index Inclusion - Zijin Mining International will be included in multiple indices, including the Hang Seng Composite Index, Hang Seng Composite Industry Index - Materials, Hang Seng Composite Large Cap Index, and Hang Seng Composite Mid and Large Cap Index, effective after market close on October 15 [1]

（文章来源：每日经济新闻） 每经AI快讯，紫金黄金国际(02259.HK)早盘涨超5%，截至发稿，涨4.93%，报149港元，成交额10.31亿 港元。 ...

瑞银此前发布研报称，紫金黄金国际是紫金矿业（601899）海外黄金矿的分拆子公司，预计公司的产量 在2025至2027年将实现约20%的复合年均增长率，总产量从45吨增加至65吨，从而带来30%的盈利复合 年均增长率。该行指出，结合当前项目和现有矿山的进一步扩张，特别是Akyem金矿和RG金矿产量的 翻倍，公司可能在2027财年成为港股或A股上市的最大黄金矿商，透过并购计划，紫金黄金国际预计在 2025至2030财年实现17%的产量复合年均增长率，到2030年达到100吨的目标产量。 消息面上，深交所发布公告，港股通标的证券名单调整，调入紫金黄金国际，10月16日起生效。据悉， 10月2日，恒生指数公司发布公告，紫金黄金国际符合恒生综合指数的快速纳入规则要求，将于10月15 日收市后被纳入恒生综合指数、恒生综合行业指数—原材料业、恒生综合大型股指数以及恒生综合大中 型股指数，并于10月16日起生效。 紫金黄金国际(02259)早盘涨超5%，截至发稿，涨4.93%，报149港元，成交额10.31亿港元。 ...

Core Viewpoint - Zijin Mining International (02259) has seen a significant increase in stock price due to its inclusion in the Hong Kong Stock Connect and the Hang Seng Index, indicating strong market confidence and potential growth opportunities [1] Group 1: Stock Performance - Zijin Mining International's stock rose over 5% in early trading, currently up 4.93% at HKD 149, with a trading volume of HKD 1.031 billion [1] - The company is set to be included in multiple indices, including the Hang Seng Composite Index and the Hang Seng Composite Industry Index for Materials, effective from October 16 [1] Group 2: Growth Projections - UBS forecasts that Zijin Mining International's production will achieve a compound annual growth rate (CAGR) of approximately 20% from 2025 to 2027, increasing total production from 45 tons to 65 tons [1] - The company is expected to see a 30% CAGR in profits during the same period, driven by the expansion of current projects and existing mines [1] - By the fiscal year 2027, Zijin Mining International could become the largest gold mining company listed in Hong Kong or A-shares, with a target production of 100 tons by 2030, reflecting a 17% CAGR from 2025 to 2030 [1]

截至发稿，珠峰黄金(01815.HK)涨9.32%、紫金黄金国际(02259.HK)涨4.23%、赤峰黄金(06693.HK)涨 0.53%。 ...

10月16日，深交所发布公告称，因恒生综合大型股指数实施成份股调整，根据《深圳证券交易所深港通业务实施办法》的有关规定，港股通标的证券名单发 生调整，调入紫金黄金国际(02259)，自2025年10月16日起生效。 | 代码 | 简称 | 调整方向 | | --- | --- | --- | | 02259 | 紫金黄金国际 | 调) | ...

智通财经APP获悉，10月16日，深交所发布公告称，因恒生综合大型股指数实施成份股调整，根据《深圳证券交易所深港通业务实施办法》的有关规定，港 股通标的证券名单发生调整，调入紫金黄金国际(02259)，自2025年10月16日起生效。 | 代码 | 简称 | 调整方向 | | --- | --- | --- | | 02259 | 紫金黄金国际 | 调 | ...

（文章来源：每日经济新闻） 每经AI快讯，10月16日，深交所发布公告称，因恒生综合大型股指数实施成份股调整，根据《深圳证 券交易所深港通业务实施办法》的有关规定，港股通标的证券名单发生调整并自2025年10月16日起生 效，调入紫金黄金国际。 ...

Core Viewpoint - The Hang Seng Composite Large Cap Index is undergoing a constituent adjustment, leading to changes in the Hong Kong Stock Connect eligible securities list, effective from October 16, 2025, with Zijin Mining International being added [1]. Group 1 - The adjustment in the Hong Kong Stock Connect eligible securities list is a result of the changes in the Hang Seng Composite Large Cap Index [1]. - Zijin Mining International is the only company being added to the eligible securities list [2].

Core Viewpoint - The Hong Kong IPO market has seen significant participation from insurance institutions, with a total subscription amount nearing 30 billion HKD, surpassing last year's total [1][3]. Group 1: Participation and Investment Trends - As of October 14, 2023, seven insurance institutions have participated as cornerstone investors in seven Hong Kong IPOs, with a total subscription amount of approximately 29.32 billion HKD, a substantial increase from less than 10 billion HKD last year [3][4]. - Major players include Taikang Insurance, China Pacific Insurance, and others, with Taikang Insurance alone participating in five IPOs, investing over 14 billion HKD, accounting for nearly half of the total insurance investment in Hong Kong IPOs [3][4]. - The participation of insurance capital is driven by regulatory encouragement, a downward trend in long-term interest rates, and the need to enhance equity asset allocation to cover liability costs [3][4]. Group 2: Investment Focus and Selection Criteria - Insurance institutions are focusing on sectors such as hard technology and green industries, with a preference for companies that align with national strategies and demonstrate long-term growth potential [6][7]. - The selection criteria emphasize cash flow, industry position, and governance structure, with a preference for projects with a clear controlling shareholder, low foreign ownership, and quantifiable valuations (typically PE less than 20) [1][6]. - The investment strategy reflects a balance between certainty and growth, targeting companies with strong market positions and solid financial metrics [6][7]. Group 3: Market Performance and Valuation - The Hong Kong IPO market has raised approximately 182.9 billion HKD in the first nine months of 2023, marking a 229% increase year-on-year, with an average of 4-5 cornerstone investors per project [5]. - The performance of IPOs has been strong, with significant first-day gains, exemplified by Zijin Mining International, which saw a peak increase of 66% on its listing day [5][8]. - The valuation of Hong Kong stocks is generally lower than that of A-shares, providing a favorable investment opportunity for insurance capital [5].