ZIJIN GOLD INTL(02259)
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福建县城7000亿巨头,收获一个“黄金”IPO
Sou Hu Cai Jing· 2025-09-30 02:39
Core Viewpoint - Zijin Gold International's IPO on the Hong Kong Stock Exchange marks a significant event in the global gold market, reflecting strong investor interest in resource-based assets and setting a new record for mining sector financing in 2023 [4][5]. Group 1: IPO Details - Zijin Gold International debuted on September 30, 2023, with an opening price of HKD 111.5 per share, a 55.75% increase from the offering price of HKD 71.59, resulting in a market capitalization exceeding HKD 290 billion [4]. - The IPO raised over USD 3 billion, making it the largest global IPO since May 2023 and the second-largest in the Hong Kong market this year, following CATL [4][5]. - Over 20 top-tier institutional investors, including GIC, Hillhouse Capital, BlackRock, and Schroders, subscribed to approximately USD 1.6 billion worth of shares, indicating strong long-term confidence in the company's fundamentals [4]. Group 2: Company Overview - Zijin Gold International operates as an independent platform for Zijin Mining, focusing on the entire gold value chain from exploration to sales, with assets in key gold-rich regions including Central Asia, South America, Africa, and Oceania [5][7]. - The company holds interests in eight high-quality mines, including the Gilar/Talor mine in Tajikistan and the Buriticá mine in Colombia, positioning it as a "growth engine" in the global gold mining industry [5][7]. Group 3: Financial Performance - From 2022 to 2024, Zijin Gold International's revenue is projected to grow from USD 1.818 billion to USD 2.99 billion, with a compound annual growth rate (CAGR) of 28.2%, while net profit is expected to surge from USD 184 million to USD 481 million, reflecting a CAGR of 61.9% [9]. - In the first half of 2025, the company reported revenues of USD 1.997 billion, a year-on-year increase of 42.3%, and net profit of USD 520 million, up 142.6% year-on-year [9]. - The company's all-in sustaining cost (AISC) for 2024 is projected to be USD 1,458 per ounce, ranking it among the lowest in the top fifteen gold producers globally [8]. Group 4: Market Trends and Future Outlook - The global gold market is experiencing a "golden era," with demand expected to grow at a steady rate of 3.2% annually over the next three years, driven by central banks and investment in gold as a safe haven [10]. - Zijin Gold International's listing is seen as a milestone for capitalizing on its resources and expanding globally, with plans to invest IPO proceeds into existing mine expansions and new resource explorations [10]. - The company is well-positioned to benefit from rising gold prices, which are projected to reach USD 2,386.4 per ounce in 2024 and USD 3,387.7 per ounce by 2026 [9].
港股黄金股普遍上扬 大唐黄金涨10.42%
Mei Ri Jing Ji Xin Wen· 2025-09-30 02:13
Group 1 - Hong Kong gold stocks continued their recent upward trend as of September 30, with significant price increases observed [1] - Zijin Mining International (02259.HK) saw a remarkable rise of 58.54%, reaching HKD 113.5 [1] - Datang Gold (08299.HK) increased by 10.42%, trading at HKD 0.53 [1] - Zijin Mining (02899.HK) experienced a gain of 2.67%, priced at HKD 33.02 [1] - Lingbao Gold (03330.HK) rose by 1.52%, with a current price of HKD 18.68 [1]
港股异动 | 黄金股普遍上扬 降息及避险情绪推升金价创新高 现货黄金突破3840美元
智通财经网· 2025-09-30 01:59
智通财经APP获悉,黄金股盘初延续近期涨势,截至发稿,紫金黄金国际(02259)涨58.54%,报113.5港 元;大唐黄金(08299)涨10.42%,报0.53港元;紫金矿业(02899)涨2.67%,报33.02港元;灵宝黄金 (03330)涨1.52%,报18.68港元。 消息面上,受美国降息预期、对美国政府可能停摆的担忧以及地缘政治紧张局势升级影响,国际金价屡 创新高。今早,现货黄金突破3840美元/盎司,COMEX黄金期货同样走高,冲破3870美元/盎司,日内 涨0.5%。中信期货指,节日期间重点关注美国非农数据和PMI数据的披露,以及美国两党财政法案僵持 下,美国政府关门引起的数据延迟发布的风险。 此外,9月25日,紫金黄金国际正式在港股上市,该公司由紫金矿业分拆而来,在南美洲、大洋洲、中 亚和非洲等黄金资源富集区拥有8座黄金矿山的权益。东北证券认为,分拆上市后,公司黄金板块将获 得资本市场价值重估,带动紫金矿业整体估值上修。 ...
紫金黄金国际大涨55.75%
Di Yi Cai Jing Zi Xun· 2025-09-30 01:52
Core Viewpoint - The Hang Seng Index opened with a slight increase of 0.19%, while the Hang Seng Tech Index rose by 0.34% on September 30 [1] Group 1: Market Performance - The new stock Xipuni surged by 183.78% [1] - Zijin Gold International experienced a significant increase of 55.75% [1] - Zijin Mining saw an increase of over 7% [1]
紫金黄金国际港交所挂牌
Ge Long Hui· 2025-09-30 01:52
紫金黄金国际(2259.HK)今日正式登陆港交所主板,发售价71.59港元,全球发售3.49亿股,成为港股市 场新的黄金板块标的。 招股书显示,公司2022-2024年营收、归母净利润复合年增长率分别达28.2%、61.9%,构建了"勘探-开 采-加工-冶炼-精炼-销售"全流程体系,覆盖从矿山到终端的完整链路。 ESG方面,公司多座海外矿山100%使用清洁能源,圭亚那奥罗拉金矿18MW光伏项目已投用;秉持"与 当地利益相关者共享项目开发成果"的原则,通过基础设施建设与产业扶持深度融入社区,本土化用工 率达95.7%。 此次上市不仅为投资者提供稀缺黄金资产配置选择,更开创中资矿企ESG国际化范本,助力中国资本对 接全球黄金资源,彰显中国矿业企业可持续发展实力。 ...
紫金黄金国际首挂上市 早盘高开55.75% 公司分拆自紫金矿业国际金矿业务
Zhi Tong Cai Jing· 2025-09-30 01:41
紫金黄金国际(02259)首挂上市,公告显示,每股定价71.59港元,共发行3.49亿股股份,每手100股,所 得款项净额约244.7亿港元,该募资规模为年内港股第二大IPO。截至发稿,涨55.75%,报111.5港元, 成交额27.25亿港元。 招股书显示,紫金黄金国际是紫金在中国以外的黄金开采企业,主要从事黄金勘查、开采、精炼及销售 等,在中亚、南美洲、大洋洲及非洲持有8座黄金矿山权益。据弗若斯特沙利文统计,截至2024年底, 紫金黄金国际的黄金储量位列全球第九、产量则排第十一,2022至2024年产量和归母净利润的复合年增 长率分别达21.4%及61.9%。 公开资料显示,紫金黄金国际是从紫金矿业(601899)(02899)国际金矿业务分拆而来。紫金矿业除了 是紫金黄金国际大股东外,也是其最大客户及主要供应商,截至2025年6月30日,集团应付紫金矿业的 款项净额为6.4亿美元。去年紫金黄金国际收入29.9亿美元,同比升32.2%,母公司拥有人应占溢利4.8亿 美元,升108.9%。 ...
港股开盘 | 恒指高开0.19% 黄金股涨幅居前 紫金黄金国际(02259)上市首日涨超55%
智通财经网· 2025-09-30 01:39
Group 1 - The Hang Seng Index opened up 0.19%, with the Hang Seng Tech Index rising 0.34%. Gold stocks led the gains, with Zijin Mining International up over 55% and Zijin Mining up over 7%. Alibaba rose nearly 2% [1] - Huatai Securities reported that the recent rebound in Hong Kong tech stocks is driven by accelerated domestic AI developments, with the Hang Seng Tech Index and the Hang Seng Hong Kong Stock Connect Tech Index rising nearly 20% since July [1] - CITIC Securities forecasts that Hong Kong stocks will see a performance bottoming out in the first half of 2025, with revenue and profit growth rates recorded at 1.9% and 4.6% respectively as of September 15 [1] Group 2 - CITIC Securities estimates that the performance growth of Hong Kong stocks will reach an inflection point in the second half of 2025, with high growth expected in materials, healthcare, and technology sectors [2] - The report from CITIC Jinpu indicates that the anticipated interest rate cuts by the Federal Reserve will directly benefit Hong Kong stocks, with a focus on sectors that are expected to perform well due to improved fundamentals [2] Group 3 - According to Guotai Junan, dividend assets are characterized by stable performance and sustainable cash flows, providing investors with stable high dividend returns. Hong Kong stocks offer better value compared to A-shares, with a cash dividend ratio averaging 44% from 2017 to 2024, higher than A-shares' 36% [3] - The dividend yield of the Hang Seng Composite Index is 2.9%, significantly higher than the 1.9% of the Wind All A Index, indicating a clear advantage for Hong Kong stocks [3] - The valuation levels of dividend assets in Hong Kong are relatively lower, with the Hang Seng High Dividend Yield Index PE and PB at 7.2 times and 0.6 times respectively, compared to 7.9 times and 0.8 times for the CSI Dividend Total Return Index [3]
新股首日 | 紫金黄金国际(02259)首挂上市 早盘高开55.75% 公司分拆自紫金矿业(02899)国际金矿业务
Zhi Tong Cai Jing· 2025-09-30 01:37
招股书显示,紫金黄金国际是紫金在中国以外的黄金开采企业,主要从事黄金勘查、开采、精炼及销售 等,在中亚、南美洲、大洋洲及非洲持有8座黄金矿山权益。据弗若斯特沙利文统计,截至2024年底, 紫金黄金国际的黄金储量位列全球第九、产量则排第十一,2022至2024年产量和归母净利润的复合年增 长率分别达21.4%及61.9%。 公开资料显示,紫金黄金国际是从紫金矿业(02899)国际金矿业务分拆而来。紫金矿业除了是紫金黄金 国际大股东外,也是其最大客户及主要供应商,截至2025年6月30日,集团应付紫金矿业的款项净额为 6.4亿美元。去年紫金黄金国际收入29.9亿美元,同比升32.2%,母公司拥有人应占溢利4.8亿美元,升 108.9%。 智通财经APP获悉,紫金黄金国际(02259)首挂上市,公告显示,每股定价71.59港元,共发行3.49亿股股 份,每手100股,所得款项净额约244.7亿港元,该募资规模为年内港股第二大IPO。截至发稿,涨 55.75%,报111.5港元,成交额27.25亿港元。 ...
港股异动丨紫金黄金国际首日上市高开超55%
Ge Long Hui· 2025-09-30 01:32
由紫金矿业(2899.HK)分拆的紫金黄金国际(2259.HK)今日首日在港挂牌上市,高开55.75%报111.5港元。 一手100股,最多账面赚3991港元。 | 02259 紫金黄金国际 | | | | --- | --- | --- | | 111.500 ↑ +39.910 +55.75% | | 等待开盘 09/30 09:20 | | * % 5 9 目 ♥ 白选 | | ● 快捷交易 | | 最高价 111.500 | 开盘价 111.500 | 成交量 2496.46万 | | 最低价 111.500 | 昨收价 71.590 | 成交额 27.25亿 | | 平均价 109.162 | 市盈率 M 47.35 | 总市值 2925.75亿 (…) | | 振 幅 -- | 市盈率(静) 78.30 | 总股本 26.24亿 | | 换手率 0.95% | 市净率 10.291 | 流通值 2925.75亿 | | 52周最高 111.500 委 比 -34.77% | | 流通股 26.24亿 | | 52周最低 111.500 量 比 -- | | 每 手 100股 | | 历史最高 11 ...