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].

汇生国际资本行政总裁黄立冲在接受智通财经记者采访时表示，险资在港股IPO项目中的选股逻辑明显 趋向"稳中取胜"，核心筛选标准集中在三类确定性：现金流、行业地位、治理结构。"险资更倾向拥有 成熟审计体系、控股股东清晰、外资占比低、估值处于可量化区间（PE通常小于20倍）的项目。" 认购金额同比翻番 Wind数据显示，今年已有7家险资机构以基石投资者身份参与7家公司港股IPO配售，认购金额合计约 29.32亿港元，这一数字较去年全年不到10亿港元的认购金额大幅增长。 智通财经记者 | 曾令俊 今年以来，港股IPO市场热潮涌动，险资机构成为其中不可忽视的力量。 据智通财经记者统计，截至10月14日，年内已有7家险资机构以基石投资者身份参与7家公司港股IPO配 售，认购金额合计近30亿港元，认购金额超去年全年。 具体看，泰康保险、中国太保、大家人寿和中邮人寿等机构频频现身于港股IPO名单，从黄金到激光雷 达，从新能源汽车到家电零部件，险资的投资触角延伸至多个新兴产业领域。 观察险资参与的港股IPO项目，可以清晰看到其选股逻辑与战略意图。险资更青睐硬科技与绿色板块， 从获险资认购的公司来看，材料、可选消费、信息技术等行 ...

Group 1 - The core viewpoint is that Zijin Mining International (02259) is expected to maintain a strong valuation due to its robust resource acquisition, mining operation, and production capabilities, alongside a bullish gold price outlook [1] - The company is projected to achieve net profits of approximately $12.9 billion, $22.7 billion, and $28.4 billion for the years 2025, 2026, and 2027, reflecting year-on-year growth rates of 169%, 75%, and 25% respectively [1] - Zijin Mining International currently holds gold resources of 1,812.7 tons and reserves of 851.9 tons, ranking around 10th globally in terms of reserves and production by the end of 2024 [1] Group 2 - The company has a strong resource acquisition capability, with an average gold mine acquisition cost of $61.3 per ounce from 2019 to 2024, significantly lower than the industry average of $92.9 per ounce [1] - The mining operation capability is enhanced through improved stripping ratios and recovery rates, allowing previously unprofitable mines to become profitable, with an average grade of 1.4 g/t and an all-in sustaining cost (AISC) of $1,400 to $1,500 per ounce [1] - The production capability is demonstrated by a 21% growth in production over the past three years, the fastest among large gold stocks, with a high degree of fulfillment of production guidance [1] Group 3 - The gold price is expected to maintain a long-term bullish trend, supported by global central bank purchases exceeding 1,000 tons annually and sustained demand from Chinese investors [2] - The long-term outlook for gold prices is bolstered by currency devaluation and geopolitical tensions, with increasing U.S. government debt and challenges to the Federal Reserve's independence [2] - The ongoing geopolitical conflicts are likely to drive investors to reduce their dollar asset allocations in favor of gold, further supporting the bullish trend in gold prices [2]

Core Viewpoint - The report from Northeast Securities indicates that Zijin Mining International (02259) is expected to maintain a long-term bullish trend in gold prices, supported by its strong resource acquisition, mining operation, and production capabilities, warranting a higher valuation and a "buy" rating for the company [1] Company Analysis - **Resource Acquisition Capability**: Zijin Mining International has a lower average acquisition cost for gold mines at $61.3 per ounce from 2019 to 2024, compared to the industry average of $92.9 per ounce. The acquired mines have also seen resource increases, with the Rosberl and Akim mines showing over 70% growth in resources since acquisition [1] - **Mining Operation Capability**: The company has improved its mining operations by enhancing stripping ratios and recovery rates, turning previously unprofitable mines into profitable ones. The average grade of the company's producing mines is around 1.4g/t, with an All-In Sustaining Cost (AISC) of $1400-$1500 per ounce, ranking 6th among the top 15 gold producers. Costs are expected to stabilize in 2024-2025 [1] - **Production Delivery Capability**: Over the past three years, the company's production growth rate has been 21%, the fastest among large gold stocks. The company has consistently met its production guidance, with delivery rates of 99%, 101%, and 103% for its six producing mines from 2022 to 2024. Future growth is anticipated through both organic growth and external acquisitions, with a projected compound annual growth rate (CAGR) of over 15% for gold production [1] Industry Outlook - **Short to Medium Term**: Global central bank gold purchases are expected to remain above 1000 tons annually, coupled with sustained enthusiasm from Chinese investors, which is likely to support gold prices. The current environment of the Federal Reserve maintaining a rate-cutting cycle and the U.S. economy facing stagflation has led to a significant shift of European and American funds towards gold, indicating continued support for a bull market in gold [2] - **Long Term**: The depreciation of fiat currencies and ongoing geopolitical tensions are foundational elements for the current super bull market in gold. The expansion of U.S. fiscal policy and increasing government debt, along with challenges to the independence of the Federal Reserve, particularly with potential changes in leadership, may further open up upward space for gold prices. Geopolitical tensions are also likely to drive various buyers to reduce their dollar asset allocations in favor of gold [2]

Core Viewpoint - The Hong Kong gold stocks experienced a general increase on October 15, with notable gains in several companies [1] Company Performance - Everest Gold (01815.HK) rose by 11.05%, reaching HKD 2.11 [1] - Tongguan Gold (00340.HK) increased by 8.74%, closing at HKD 3.11 [1] - Zijin Mining (02899.HK) saw a rise of 4%, with a price of HKD 33.28 [1] - Zijin Gold International (02259.HK) gained 3.78%, priced at HKD 142.6 [1] - Lingbao Gold (03330.HK) experienced a modest increase of 1.28%, ending at HKD 19.82 [1]

北京时间10月15日凌晨，美联储主席鲍威尔暗示，美国的劳动力市场持续恶化，尽管政府关门影响了对 经济的判断，仍保留了本月降息的可能性。他还透露，美联储可能会在未来几个月内停止缩减资产负债 表（缩表）行动。有分析认为，鲍威尔的最新讲话"巩固了进一步降息的预期"，让美联储保持在再次降 息的轨道。 智通财经APP获悉，黄金股多数走高，珠峰黄金(01815)涨11.05%，报2.11港元；潼关黄金(00340)涨 8.74%，报3.11港元；紫金矿业(02899)涨4%，报33.28港元；紫金黄金国际(02259)涨3.78%，报142.6港 元；灵宝黄金(03330)涨1.28%，报19.82港元。 消息面上，10月15日，现货黄金一度突破4190美元/盎司，日内涨超1%，纽约期金则突破4200美元/盎司 关口，均创历史新高。有分析认为，本轮金价走强主要受三方面因素支撑：一是中美关税贸易紧张局势 持续升级，二是全球多地地缘政治不确定性加剧，三则是市场普遍预期美联储将开启降息周期。这些因 素共同强化了黄金的避险吸引力，推动资金持续流入。中信期货认为，贵金属仍处于长期牛市，具备战 略配置价值。 ...

新华财经北京10月15日电新华财经和面包财经研究员根据香港交易所披露信息，对港股IPO排队及新上市企业进行了梳理统计。其中，港股IPO排队企业选 取依据为审核状态为已刊登申请版本、已刊登聆讯后资料集。 9月，港交所共有10只新股上市，合计募资总额达516.41亿港元，环比分别增长66.67%、787.24%。其中，紫金黄金国际、奇瑞汽车首发募集总额居前，分别 达287.32亿港元、91.45亿港元。 西普尼的主营业务为贵金属手表及黄金饰品的设计、研发、生产和销售，公司港股发行价为29.6港元／股，上市首日股价涨幅超250%，是9月新股中首发当 日涨幅最大的股票。该公司股价最高达到190.7港元／股，近期回落至165港元／股左右。 截至2025年10月13日，港股IPO排队企业总共283家，其中主板IPO排队企业数量达275家，有11家企业已通过聆讯。 9月有10只新股上市 2025年9月，港交所共有10只新股上市，合计募资总额达516.41亿港元，较8月上市数量、规模均有所上升。2025年1-9月，已有67只新股上市，合计募资总 额约1862亿港元。 9月上市新股中，紫金黄金国际募资总额达287.32亿港元， ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 今日早盘，港股版"恐慌指数"恒指波幅指数飙升近29%，创2025年5月以来新高。截至收盘，恒生波幅 指数涨18.42%。多家机构认为，港股进入高波动阶段，港股"TACO"交易需要分批进行。 公司建议实物分派旅游地产业 香港中旅盘中涨超14% 香港中旅盘中涨超14%，截至收盘涨8.5%，报1.66港元/股，成交额2.51亿港元。 香港中旅是最早一批在港交所上市的旅游企业之一，于1992年在港交所上市。香港中旅历史可追溯到 1923年8月15日上海商业储蓄银行设立的旅行部。经过百年的发展，集团形成了由旅行社、景区、酒 店、免税、旅游交通、邮轮、地产以及在港综合业务组成的产业布局。 消息面上，香港中旅公布，建议实物分派旅游地产业务，股东可选择按每股收取1股私人公司股份，或 每股收取现金0.336港元。公司表示，完成分派后，集团将减少非核心资产拖累，盈利能力预期改善， 并进一步优化运营模式，把资金与管理资源集中于高回报的旅游运营环节。董事会认为，此举符合公司 及股东整体利益。 黄金及贵金属领涨 | 3h 10 | 黄金及贵金属 3622.94 ...