Group 1 - The pharmaceutical and biotechnology industry is experiencing active consolidation and collaboration, with significant acquisitions and partnerships announced recently [1] - China National Pharmaceutical Group announced a full acquisition of Hejiya Biotech for 1.2 billion RMB, gaining access to its leading technology platform and diverse product pipeline [1] - Rongchang Biotech entered an exclusive licensing agreement with AbbVie for the bispecific antibody RC148, receiving an upfront payment of 650 million USD and potential milestone payments [1] Group 2 - WuXi AppTec announced plans to acquire all issued shares of Dongyao Pharmaceutical for approximately 2.79 billion HKD [1] - The Ministry of Commerce and nine other departments released guidelines to promote high-quality development in the pharmaceutical retail industry, focusing on transformation, payment, supply, and integration [1] - The policy encourages mergers and acquisitions, aiming to shift the industry from a "single drug sales" model to a "health service" model, which is expected to accelerate the clearing of individual pharmacies and increase industry concentration [1]

长江商报消息●长江商报记者 沈右荣 "矿茅"紫金矿业（601899.SH、02899.HK）又抛出重磅金矿收购计划。 拟购标的拥有金资源量533吨 紫金矿业再度大手笔海外买矿。 根据公告，1月26日，紫金黄金国际与联合黄金签署《安排协议》，紫金黄金国际拟以44加元/股的现金 价格收购联合黄金全部已发行的普通股，收购对价共计约55亿加元，约合人民币280亿元（按当日汇率 计算）。 公告显示，联合黄金是一家总部位于加拿大的黄金矿业公司，于2023年9月在多伦多证券交易所上市， 2025年6月在纽约证券交易所上市。 1月26日晚，紫金矿业发布公告，公司控股的紫金黄金国际有限公司（简称"紫金黄金国际"，股票代码 为02259.HK）与Allied Gold Corporation（以下简称"联合黄金"）签署协议，紫金黄金国际拟出资55亿加 元（约合人民币280亿元）收购联合黄金全部已发行的普通股。 联合黄金是一家总部位于加拿大的黄金矿业公司，截至2024年底，其拥有金资源量533吨。 紫金矿业称，联合黄金旗下项目均为在产或即将投产的大型露天开采金矿，预计2029年产金将提升至25 吨。 本次收购主体紫金黄金国际，系紫 ...

Market Overview - US stock markets rebounded collectively, with Hong Kong stocks jumping 1.35%, pushing the Hang Seng Index above 27,000 points [1] - Gold prices surpassed $5,000 for the first time, with a monthly increase expected to be the largest in 40 years [1] - Zijin Mining and Zijin Gold International announced a cash acquisition of all issued shares of Golden Joint for approximately CAD 5.5 billion (around RMB 28 billion or USD 4 billion) [1][2] Company Insights - Golden Joint, a Canadian gold mining company, has significant assets including the Sadiola gold mine and the Côte d'Ivoire gold complex, with gold resources of 533 tons and production forecasts of 10.7 tons in 2023 and 11.1 tons in 2024 [2] - Zijin Gold International's stock rose nearly 11% in January, with a cumulative increase of 70% for the month [2] Insurance Sector - A significant amount of household deposits will mature this year, leading to increased demand for wealth management products, particularly participating insurance policies [3] - Major insurance companies like China Life and AIA saw stock increases of over 5% and 3% respectively due to this demand [3] Technology Sector - Semiconductor companies are experiencing price increases, with companies like Huahong Semiconductor reaching new highs [4] - IC design companies are also expected to raise prices, with MediaTek and Analog Devices indicating price adjustments [4] - Tencent's AI assistant "Yuanbao" launched a new social AI feature, which is expected to stimulate cloud business growth [4] Aviation Industry - COMAC's C919 aircraft has completed assembly and is entering the delivery process, aiming for a delivery rate of one aircraft every 10 to 15 days, with a target of at least 28 aircraft for the year [6] - The domestic production rate of C919 has increased from 10% to an expected 70% by 2026, with the European Aviation Safety Agency starting flight test evaluations [6] Semiconductor Industry - Semiconductor company SMIC reported a revenue of RMB 17.162 billion for Q3 2025, a year-on-year increase of 9.95%, with a net profit of RMB 1.517 billion, up 43.15% year-on-year [8] - The company is experiencing increased capacity utilization and expects a price increase in wafer foundry services in 2026 [9] - SMIC's average sales price for wafers increased by 3.8% due to a shift in product mix and increased demand [8][9]

责任编辑：史丽君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 花旗发布研报称，紫金矿业（02899）持股85%的子公司紫金黄金国际（02259）已与Allied Gold签署协议，以现金总代价55亿加元（约280亿人民币）收购Allied Gold 100%的股权。预计该公司总黄金产量在2025年将达到11.7至12.4吨，并在Sadiola项目扩建及Kurmuk项 目投产后，于2029年进一步增至25吨。鉴于目前金价高企，花旗认为此次收购价格具吸引力。该行维持 对紫金的行业首选地位； 目标价39港元； 评级"买入"。 花旗预计，收购已投产的金矿将提升紫金的黄金产量和盈利能力。当前金价下，收购价格具吸引力。但 本次收购尚待Allied Gold股东大会批准、加拿大安大略省高等法院批准，以及包括加拿大和中国监管机构在内的主要监管批 准。并相信此次收购进一步证明紫金通过紫金黄金国际发展其黄金资产组合的承诺。 新浪合作大平台期货开户 安全快捷有保障 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 花旗发布研报称，紫金矿业（02899）持股85%的子公司紫金黄金国际（02259 ...

2026.01. 27 本文字数：1763，阅读时长大约4分钟 作者 | 第一财经 李隽 紫金矿业（601899.SH，02899.SZ）26日晚间发布公告，旗下控股上市公司紫金黄金国际（02259.HK） 拟以55亿加元（约合人民币280亿元）的交易总额，收购加拿大联合黄金（AAUC）全部已发行的普通股， 其核心资产为三座非洲大型金矿。 1月27日上午紫金黄金国际大涨10.63%，紫金矿业H股上涨4.08%。2026年内紫金黄金国际累计上涨超过 50%。 有业内人士认为，因为全球央行增持、地缘政治紧张、市场对美元等货币不信任等因素，中长线来看金价可 以长期看好，金矿股也可以继续配置，但因为短期来看市场热度较高，也可以考虑等金价从高点回落之后再 重新买入。 联合黄金2029年产金将提升至25吨 公告称，本次交易是紫金矿业金额最大的一笔并购交易。若交易最终完成，紫金黄金国际资产布局将拓展至 12个国家的12座大型金矿，紫金矿业矿产金产量将大幅增长，有望提前实现产金超百吨的战略目标。联合 李隽 关于对公司影响，紫金矿业表示，联合黄金旗下项目均为在产或即将投产的大型露天开采金矿，并购当年即 可贡献产量与利润；项目资 ...

紫金黄金国际（2259.HK）动态报告 金龙腾跃，势启新章 glmszqdatemark 2026 年 01 月 27 日 [盈利预测与财务指标 Table_Forcast] | 单位/百万美元 | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | | 营业收入 | 2,990 | 5,285 | 8,255 | 9,359 | | 增长率（%） | 32.2 | 76.8 | 56.2 | 13.4 | | 归母净利润 | 481 | 1,561 | 3,382 | 3,928 | | 增长率（%） | 108.9 | 224.3 | 116.6 | 16.2 | | EPS | 0.18 | 0.58 | 1.26 | 1.47 | | P/E | 149 | 46 | 21 | 18 | | P/B | 30.8 | 10.1 | 6.8 | 5.0 | 资料来源：ifind，国联民生证券研究所预测（注：股价为 2026 年 1 月 26 日收盘价,汇率 1HKD=0.1283USD） | 推荐 | 维持评级 | | --- ...

智通财经APP获悉，中银国际发布研报称，目前维持对紫金黄金国际(02259)的"持有"评级和对紫金矿业 (02899)的"买入"评级不变。紫金黄金国际已同意以每股44加元的价格收购联合黄金公司所有已发行股 份，总对价为55亿加元，联合黄金公司在非洲拥有六项采矿权和五项勘探权。 报告指，截至2024年底，该公司已探明和指示的黄金资源量为488吨，已探明和概略的黄金储量为337 吨。预计其2025年的黄金产量将达到11.7至12.4吨。随着萨迪奥拉矿的扩建和库尔穆克矿的竣工，预计 到2029年，其黄金产量将达到25吨。此次收购将使紫金黄金的已探明和概略储量增加36%，2029年的黄 金产量增加43%。预计此次收购还将与紫金黄金在加纳的现有矿山产生协同效应。 ...

报告指，截至2024年底，该公司已探明和指示的黄金资源量为488吨，已探明和概略的黄金储量为337 吨。预计其2025年的黄金产量将达到11.7至12.4吨。随着萨迪奥拉矿的扩建和库尔穆克矿的竣工，预计 到2029年，其黄金产量将达到25吨。此次收购将使紫金黄金的已探明和概略储量增加36%，2029年的黄 金产量增加43%。预计此次收购还将与紫金黄金在加纳的现有矿山产生协同效应。 中银国际发布研报称，目前维持对紫金黄金国际(02259)的"持有"评级和对紫金矿业（601899）(02899) 的"买入"评级不变。紫金黄金国际已同意以每股44加元的价格收购联合黄金公司所有已发行股份，总对 价为55亿加元，联合黄金公司在非洲拥有六项采矿权和五项勘探权。 ...

有业内人士预计金价短线将会回调。 以联合黄金在多伦多证券交易所的股价为测算基础，本次收购价格较协议签署前1个交易日（2026年1月 23日）收盘价41.75加元/股溢价约5.39%，较协议签署前20个交易日的加权平均交易价格37加元/股溢价 约19%。 公告称，上述收购价格是紫金黄金国际在对联合黄金旗下资产开展充分的尽职调查基础上，综合考虑联 合黄金当前股价、市场估值和发展前景，并参考全球同行业可比收购交易价格，经多番谨慎评估及交易 双方充分协商后确定。 关于对公司影响，紫金矿业表示，联合黄金旗下项目均为在产或即将投产的大型露天开采金矿，并购当 年即可贡献产量与利润；项目资源储量大、成矿条件好，找矿增储潜力显著，选矿工艺成熟、基础设施 完善；按照联合黄金排产计划，预计2029年产金将提升至25吨。 光大证券国际策略师伍礼贤向第一财经记者表示，紫金黄金国际公布收购计划后，市场解读较为正面， 当前黄金价格处于高点，投资者心态表现积极，金价上涨可能对收购成本带来一定影响，但被收购的加 拿大公司股价已有涨幅，双方达成一定共识，未来前景需视黄金价格表现而定，目前市场情绪偏向乐 观。 此前，紫金黄金国际预计，2025年度 ...

Market Overview - The Hong Kong stock market indices collectively rose, with the Hang Seng Index increasing by 1.07% to 27,053.05 points, the Hang Seng Tech Index up by 0.2%, and the National Enterprises Index rising by 0.86% [1][9]. Technology Sector - Mixed performance in the tech sector, with Bilibili rising over 5%, Alibaba up more than 2%, and Lenovo and Tencent increasing by over 1%. However, JD.com and NetEase both fell by over 1% [1][9]. Gold Sector - Zijin Mining Group boosted gold stocks, with Zijin Gold International surging over 10%. Zijin Gold International signed an arrangement agreement to acquire Allied Gold Corporation at a cash price of CAD 44 per share, totaling approximately CAD 5.5 billion (around RMB 28 billion) [2][10]. Insurance Sector - The insurance sector was active, with AIA Group rising over 3%. Several listed insurance companies reported their 2025 premium income or net profit data, with New China Life Insurance achieving a premium income of RMB 195.9 billion, a 15% year-on-year increase, and China Pacific Insurance reporting a total premium income of RMB 461.7 billion, up 4.43% year-on-year. Huachuang Securities expects steady growth in premium income for listed insurers in 2025, driven by investment performance [3][11]. Banking Sector - The banking sector saw significant gains, with Agricultural Bank of China rising over 2%. Despite a low preference for the banking sector, state-owned and joint-stock banks remain in focus. Recent passive fund outflows have impacted the banking sector's liquidity, but the high dividend and low valuation attributes continue to attract long-term funds, leading to a revaluation of the sector [5][12].