公司名稱: 集海資源集團有限公司 呈交日期: 2025年11月3日 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 截至月份: 2025年10月31日 狀態: 新提交 致：香港交易及結算所有限公司 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) | 02489 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | HKD | | 0.01 | HKD | | 100,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 10,000,000,000 | HKD | | 0.01 | HKD | | 100,000,000 | 本月底法 ...

Group 1 - The core viewpoint of the articles indicates that geopolitical factors and profit-taking by investors have led to a significant sell-off in gold and silver markets, with gold prices experiencing their largest single-day drop in 12 years and silver prices their largest drop since 2021 [1] - On October 21, international spot gold prices fell over 6%, dropping below $4100 per ounce, while silver prices fell over 8%, dropping below $48 per ounce [1] - Following the initial drop, gold prices showed volatility on October 22, touching the $4000 mark before rebounding to around $4110 [1] Group 2 - Citigroup's report suggests that the end of the U.S. government shutdown and trade tensions may lead gold prices to enter a consolidation phase in the next 2-3 weeks [1] - Analysts at Citigroup maintain a target price for gold around $4000 per ounce, which has shifted from a bullish to a bearish outlook [1] - As of the latest update, spot gold is trading near $4110 per ounce [1] Group 3 - Gold stocks have experienced a widespread decline, with China Silver Group (00815) down 9.72% to HKD 0.65, China Gold International (02099) down 7.01% to HKD 122, Jihai Resources (02489) down 6.71% to HKD 1.53, and Shandong Gold (600547) down 6.72% to HKD 33.06 [2]

Core Viewpoint - The significant drop in international gold prices has led to a collective decline in Hong Kong gold stocks, with major companies experiencing substantial losses [2][4]. Group 1: Market Performance - As of the report, major gold stocks in Hong Kong faced severe declines, with China Silver Group down 8.33%, Zhaojin Mining down 5.70%, Lingbao Gold down 5.25%, and Shandong Gold down 4.91% [2][3]. - The COMEX gold futures experienced a notable drop of 5.39%, closing at $4,138.50 per ounce, while spot gold fell by 5.29% to $4,125.79 [4]. Group 2: Price Dynamics - The recent plunge in gold prices occurred after a year-to-date increase of over 60%, starting from $2,651 per ounce and surpassing the $4,000 psychological barrier [7]. - The decline is attributed to two main factors: technical adjustment pressures due to overbought conditions and a reduction in demand for gold as a safe-haven asset amid improving international trade tensions [7]. Group 3: Long-term Outlook - Despite short-term volatility, many institutions maintain a positive outlook on gold's long-term value and potential for price increases [8]. - Deutsche Bank's report indicates that the proportion of "foreign exchange + gold" in global official reserves has risen from 24% to 30%, suggesting that gold prices could theoretically reach $5,790 per ounce if it aligns more closely with the dollar [8][9]. - A survey by the World Gold Council reveals that 95% of central banks plan to increase their gold holdings in the next 12 months, with global central bank net purchases of gold in 2024 reaching 1,136 tons, second only to historical peaks [9].

Core Viewpoint - The gold and silver stocks experienced a significant decline due to geopolitical factors and profit-taking by investors, leading to widespread market sell-offs [1] Group 1: Market Performance - Chinese silver group (00815) fell by 9.72%, trading at 0.65 HKD [1] - China National Gold International (02099) dropped by 7.01%, trading at 122 HKD [1] - Jihai Resources (02489) decreased by 6.71%, trading at 1.53 HKD [1] - Shandong Gold (01787) declined by 6.72%, trading at 33.06 HKD [1] Group 2: Commodity Price Movements - On October 21, international spot gold prices fell over 6%, dropping below 4100 USD per ounce, marking the largest single-day decline in 12 years [1] - International spot silver prices dropped over 8%, falling below 48 USD per ounce, the largest single-day decline since 2021 [1] - On October 22, spot gold experienced significant volatility, touching the 4000 USD mark before rebounding to 4110 USD [1] Group 3: Analyst Insights - Citigroup's report suggests that the end of the U.S. government shutdown and trade tensions may lead gold prices to enter a consolidation phase in the next 2-3 weeks [1] - Analysts maintain a gold price target around 4000 USD per ounce, which has shifted from a bullish to a bearish outlook [1] - Current spot gold trading is around 4110 USD per ounce [1]

Core Viewpoint - The Hong Kong stock market saw a significant decline in gold and precious metal stocks following a sharp sell-off in the precious metals market, with gold experiencing its largest single-day drop in 12 years [1] Group 1: Market Performance - Gold and precious metal stocks opened lower across the board, with notable declines including Dragon Resources down 9%, Datang Gold down nearly 9%, and Zijin Gold International down over 6% [1] - The sell-off was triggered by a nearly $280 drop in spot gold prices, marking the largest single-day decline in 12 years, while spot silver fell over 8%, dropping below $48, the largest decline since February 2021 [1] Group 2: Contributing Factors - Multiple factors contributed to the decline in precious metals, including positive developments in international trade negotiations, a strengthening US dollar, technical overbought conditions, uncertainty due to the US federal government shutdown, and the end of seasonal buying in India [1]

Group 1 - The core viewpoint of the article highlights a collective decline in Hong Kong gold stocks, attributed to a recent drop in international gold prices [1] - Last Friday, international gold prices fell by 1.76%, closing at $4,252.98 per ounce, which is a significant drop of $127 from the intraday peak [1] Group 2 - Specific declines in gold stocks include: - Zhumeng Gold down 7.14% to $1.950 with a market cap of 2.414 billion [2] - Chifeng Gold down 5.11% to $30.100 with a market cap of 57.202 billion [2] - China Silver Group down 4.94% to $0.770 with a market cap of 0.2089 billion [2] - Zijin Gold International down 5.07% to $140.300 with a market cap of 375.49 billion [2] - Lingbao Gold down 3.95% to $18.710 with a market cap of 24.079 billion [2] - Shandong Gold down 3.64% to $36.520 with a market cap of 168.355 billion [2] - Other notable declines include: - Zhangguan Gold down 3.37% - Zhaojin Mining down 2.79% - China National Gold down 0.68% [2]

Core Viewpoint - The Hong Kong stock market saw a collective decline in gold stocks, attributed to a drop in international gold prices, which fell by 1.76% to $4,252.98 per ounce, marking a significant decrease of $127 from the intraday high [1] Group 1: Market Performance - Everest Gold (珠峰黄金) experienced a decline of 7.14%, with a latest price of 1.950 and a market capitalization of 2.414 billion [2] - Chifeng Jilong Gold Mining (赤峰黄金) fell by 5.11%, priced at 30.100 with a total market value of 57.202 billion [2] - China Silver Group (中国白银集团) decreased by 4.94%, trading at 0.770 and a market cap of 2.089 billion [2] - Zijin Gold International (紫金黄金国际) dropped 5.07%, with a latest price of 140.300 and a market capitalization of 375.49 billion [2] - Lingbao Gold (灵宝黄金) saw a decline of 3.95%, priced at 18.710 and a market cap of 24.079 billion [2] - Shandong Gold (山东黄金) decreased by 3.64%, with a latest price of 36.520 and a market capitalization of 168.355 billion [2] - Tongguan Gold (潼关黄金) fell by 3.37%, trading at 2.870 and a market cap of 1.262 billion [2] - Zhaojin Mining (招金矿业) declined by 2.79%, priced at 30.680 with a market capitalization of 108.681 billion [2] - Changchun Mining (常全矿业) saw a decrease of 2.21%, trading at 31.880 and a market cap of 84.729 billion [2] - Jihai Resources (集海资源) fell by 1.73%, priced at 1.700 with a market cap of 4.08 billion [2] - China Gold International (中国黄金国际) experienced a slight decline of 0.68%, trading at 131.600 with a market capitalization of 52.168 billion [2]

Group 1 - The core point of the article highlights a significant drop in gold prices, leading to a collective decline in Hong Kong's gold stocks [1] - The spot gold price surged past $4,380, reaching a historical high, before experiencing a sudden drop below $4,280 [2] Group 2 - Specific declines in gold stocks include: - Zhumeng Gold (珠峰黄金) down 10.53% to 2.040, with a market cap of 2.525 billion and a year-to-date increase of 1,059.09% [2] - Lingbao Gold (灵宝黄金) down 4.83% to 19.110, with a market cap of 24.594 billion and a year-to-date increase of 623.01% [2] - China Silver Group (中国白银集团) down 4.71% to 0.810, with a market cap of 2.198 billion and a year-to-date increase of 243.22% [2] - Jihai Resources (集海资源) down 3.95% to 1.700, with a market cap of 4.08 billion and a year-to-date increase of 104.82% [2] - Tongguan Gold (潼关黄金) down 2.59% to 3.010, with a market cap of 13.237 billion and a year-to-date increase of 529.71% [2] - China Gold International (中国黄金国际) down 1.90% to 134.300, with a market cap of 53.238 billion and a year-to-date increase of 232.60% [2] - Zijin Mining (紫金矿业) down 1.15% to 32.640, with a market cap of 867.492 billion and a year-to-date increase of 140.08% [2] - Zhaojin Mining (招金矿业) down 0.49% to 32.220, with a market cap of 114.136 billion and a year-to-date increase of 195.45% [2]

Core Viewpoint - Jihai Resources (02489) announced the issuance of 400 million placement shares on October 14, 2025, according to the placement agreement, supplementary placement agreement, and general authorization [1] Group 1 - The company is set to issue a total of 400 million shares [1]

智通财经APP讯，集海资源(02489)发布公告，于2025年10月14日根据配售协议、补充配售协议及一般授 权配发及发行4亿股配售股份。 ...