【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不 对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担 全部责任。邮箱：news_center@staff.hexun.com 紫金矿业盘中涨超5%，截至发稿，股价上涨4.54%，现报25.80港元，成交额12.27亿港元。 紫金矿业发布截至2025年6月30日止6个月中期业绩，该集团取得营业收入人民币1677.11亿元（单位下 同），同比增加11.5%；归属于上市公司股东的净利润232.92亿元，同比增加54.41%；基本每股收益 0.877元，拟每10股派发现金红利2.2元（含税）。期内，主营矿产品产量稳步提升，公司实现矿产铜57 万吨，同比增长9%；矿产金41吨，同比增长16%，矿产银224吨，同比增长6%；矿产锌（铅）20万吨， 当量碳酸锂7，315吨。得益于量价齐升及成本优化，公司整体矿产品毛利率同比增加3个百分点至 60.23%。 汇丰环球研报指出，引述紫金矿业管理层，预期全年铜及金的成本按年升幅将控制在5%至8%之间，又 相信未来加纳Akyem金矿及新疆紫金黄金项目的黄 ...

Group 1 - The core viewpoint of the articles indicates a bullish sentiment towards gold, driven by geopolitical tensions and expectations of interest rate cuts by the Federal Reserve [3][4][6] - The Gold ETF (159937) has shown a year-to-date increase of 26.23%, with a trading volume of 68.3 million on August 29 [1] - Spot gold prices have recently surpassed the $3400 mark, trading around $3412.65 per ounce, with a daily high of $3419.22 and a low of $3407.70 [3] Group 2 - Geopolitical risks, particularly the recent airstrikes by Israel on Houthi forces in Yemen, have heightened demand for gold as a safe-haven asset [3][6] - The market anticipates an 87% probability of a 25 basis point rate cut by the Federal Reserve in September, which typically supports gold prices [4] - Analysts from Dongwu Futures and Everbright Futures suggest that the upcoming Fed meeting and ongoing geopolitical tensions will likely keep gold prices strong in the short term [5][6] Group 3 - The long-term outlook for gold remains positive due to persistent global inflation, economic recovery uncertainties, and increasing central bank gold purchases [6] - Gold ETFs and related funds offer low-cost, diversified investment opportunities, allowing investors to hedge against market volatility [6]

Core Viewpoint - Zijin Mining (02899) reported a strong interim performance for the six months ending June 30, 2025, with significant increases in revenue and net profit, reflecting robust operational efficiency and market conditions [1] Financial Performance - The company achieved operating revenue of RMB 167.71 billion, a year-on-year increase of 11.5% [1] - Net profit attributable to shareholders reached RMB 23.29 billion, up 54.41% year-on-year [1] - Basic earnings per share were RMB 0.877, with a proposed cash dividend of RMB 2.2 per 10 shares (tax included) [1] Production Metrics - The production of copper reached 570,000 tons, a 9% increase year-on-year [1] - Gold production was 41 tons, reflecting a 16% year-on-year growth [1] - Silver production totaled 224 tons, up 6% year-on-year [1] - Zinc (lead) production was 200,000 tons, and lithium carbonate equivalent production was 7,315 tons [1] Profitability and Cost Management - The overall gross profit margin for mineral products increased by 3 percentage points to 60.23% year-on-year, driven by both volume and price increases as well as cost optimization [1] - HSBC Global Research noted that the company expects annual cost increases for copper and gold to be controlled between 5% and 8% [1] - The management believes there is potential for cost reductions in the Akyem gold mine in Ghana and the Zijin Gold project in Xinjiang [1] Future Outlook - HSBC remains optimistic about Zijin Mining, anticipating stable production and profit growth [1] - The gold business's gross profit contribution is expected to increase with rising sales and potential price surges due to interest rate cuts [1]

Core Viewpoint - Zijin Mining (601899)(02899) reported a strong interim performance for the six months ending June 30, 2025, with significant increases in revenue and net profit, reflecting robust operational efficiency and cost optimization [1] Financial Performance - The company achieved operating revenue of RMB 167.71 billion, a year-on-year increase of 11.5% [1] - Net profit attributable to shareholders reached RMB 23.29 billion, up 54.41% year-on-year [1] - Basic earnings per share were RMB 0.877, with a proposed cash dividend of RMB 2.2 per 10 shares (tax included) [1] Production Metrics - The production of copper reached 570,000 tons, a 9% increase year-on-year [1] - Gold production was 41 tons, reflecting a 16% year-on-year growth [1] - Silver production totaled 224 tons, up 6% year-on-year [1] - Zinc (lead) production was 200,000 tons, with lithium carbonate equivalent production at 7,315 tons [1] Profitability and Margins - The overall gross margin for mineral products increased by 3 percentage points to 60.23% year-on-year, driven by both volume and price increases along with cost optimization [1] Future Outlook - HSBC Global Research noted that the management expects annual cost increases for copper and gold to be controlled within 5% to 8% [1] - There is anticipated cost reduction potential for the Akyem gold mine in Ghana and the Zijin Gold project in Xinjiang [1] - The firm remains optimistic about Zijin Mining, expecting stable production and profit growth [1] - The gold business's gross profit contribution is expected to rise with increased sales and potential price surges due to interest rate cuts [1]

紫金矿业盘中股价创历史新高，现涨3.91%，报23.39元，总市值为6101.28亿元。 ...

Group 1 - Gold stocks collectively rose, with China Gold International increasing by 4.97% to HKD 105.7, Chifeng Jilong Gold rising by 4.38% to HKD 25.76, Zhaojin Mining up by 4.42% to HKD 24.1, and Lingbao Gold gaining 4.15% to HKD 12.8 [1] - The overnight gold price surpassed USD 3400 per ounce, reaching a five-week high [1] - Federal Reserve Governor Waller emphasized support for a 25 basis point rate cut in the September meeting, with further cuts expected in the next 3 to 6 months [1] Group 2 - Several gold mining companies reported strong mid-year performance, with Zijin Mining's net profit attributable to shareholders reaching CNY 23.292 billion, a year-on-year increase of 54.41% [1] - Chifeng Jilong Gold's net profit attributable to shareholders for the first half of the year was CNY 1.107 billion, a significant year-on-year growth of 55.79% [1] - Zhaojin Mining's net profit attributable to shareholders surged to CNY 1.440 billion, marking an impressive year-on-year increase of 160.44% [1]

华侨银行环球金融市场研究与策略部主管及首席经济学家Selena Ling预计，美联储9月会议将减息25点 子，全年仍有高达75点子的减息空间，并料今明两年共减息5次。金价方面，她指除了地缘政治和政治 因素的推动外，央行、机构和零售投资者的持续需求，以及美联储恢复减息周期，可能进一步提升黄金 的吸引力。她对金价年尾目标为每盎司3570美元，明年中目标3850美元。 8月29日消息，港股黄金股冲高，中国黄金国际、招金矿业、赤峰黄金涨超5%，灵宝黄金、潼关黄金涨 超4%，中国白银集团、紫金矿业涨超3%。 当地时间8月25日，美国总统特朗普在其社交媒体"真实社交"上公开了一封致美联储理事丽莎·库克的信 件，宣布即刻将其免职。此前分析称，如果库克离职，特朗普可能获得四个席位，距离"掌控美联储"将 更近一步。 分析师认为，特朗普"开除"库克的举动不仅推升了降息预期升温，还再度点燃了外界对美联储独立性的 担忧，打压投资者对美元资产的信心，并将目光转向黄金、日元等传统避险资产以及加密货币。 来源：新浪港股 ...

Group 1 - The core viewpoint of the news highlights the performance of the Nonferrous Metal Industry ETF (159876), which saw a price increase of over 2% during intraday trading, currently up by 1.49% [1] - Key constituent stocks include China Rare Earth, which hit the daily limit, and Jiangxi Copper and Shenghe Resources, with respective gains of 4.72% and 4.54% [1] - Conversely, stocks such as Bowe Alloy, Nanshan Aluminum, and Western Superconducting showed weaker performance, with declines of 2.89%, 2.85%, and 2.18% respectively [1] Group 2 - The Nonferrous Metal Industry ETF (159876) passively tracks the CSI Nonferrous Metals Index (930708), which increased by 1.59% on the same day [3] - The top ten weighted stocks in the index include Northern Rare Earth, Luoyang Molybdenum, Shandong Gold, and China Aluminum, among others [3] Group 3 - On August 26, Zijin Mining reported a revenue of 167.7 billion yuan and a net profit attributable to shareholders of 23.3 billion yuan for the first half of 2025, reflecting year-on-year growth of 11.5% and 54.4% respectively [5] - Huachuang Securities noted that Powell's comments reinforced expectations for interest rate cuts, which could support precious metal prices [5] - Recent declines in aluminum rod inventories indicate a recovery in market consumption, with the upcoming "Golden September and Silver October" season likely to bolster aluminum prices [5] - Nanjing Securities reported that copper prices are experiencing fluctuations, with stable support expected from traditional demand in real estate and infrastructure, as well as increasing demand from new energy vehicles and photovoltaic sectors [5]

紫金矿业 紫金矿业 分时图 日K线 周K线 月K线 22.52 -0.01 -0.04% 1.51% 1.02% 0.49% 0.00% 0.49% 1.02% 1.51% 22.19 22.30 22.42 22.53 22.64 22.76 22.87 09:30 10:30 11:30/13:00 14:00 15:00 0 150万 299万 449万 据媒体消息，紫金黄金国际计划最早于9月在香港进行IPO，集资约20亿美元(约156亿港元)。此前于6月 30日，紫金黄金国际向港交所主板递交上市申请，摩根士丹利和中信证券为其联席保荐人。 资料显示，紫金黄金国际是由紫金矿业（601899）(02899,601899.SH)所有黄金矿山(除中国之外)整合而 成的黄金开采企业，主要从事黄金的勘查、开采、选矿、冶炼、精炼及销售。 业绩方面，于2022年度、2023年度、2024年度，紫金黄金国际实现收入分别约为18.18亿美元、22.62亿 美元、29.90亿美元；同期，年内溢利分别约为2.90亿美元、3.22亿美元、6.21亿美元。 ...

据证券之星公开数据整理，近期紫金矿业(601899)发布2025年中报。截至本报告期末，公司营业总收入 1677.11亿元，同比上升11.5%，归母净利润232.92亿元，同比上升54.41%。按单季度数据看，第二季度 营业总收入887.83亿元，同比上升17.38%，第二季度归母净利润131.25亿元，同比上升48.75%。本报告 期紫金矿业盈利能力上升，毛利率同比增幅24.01%，净利率同比增幅39.05%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率23.75%，同比增24.01%，净利率17.08%，同比 增39.05%，销售费用、管理费用、财务费用总计58.16亿元，三费占营收比3.47%，同比增1.79%，每股 净资产5.29元，同比增12.52%，每股经营性现金流1.08元，同比增41.0%，每股收益0.88元，同比增 52.79% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 1504.17 Z | 1677.11 Z | 11.50% | | 归母净利润(元) | 150.84亿 | 2 ...