Core Viewpoint - Zijin Mining Group Co., Ltd. has shown significant stock performance with a recent increase in share price and important corporate announcements regarding employee stock plans and project developments [1][2][3][4]. Group 1: Stock Performance - As of June 27, 2025, Zijin Mining's stock closed at 19.78 CNY, up 7.44% from the previous week [1]. - The stock reached a one-year high of 20.06 CNY during intraday trading on June 27, 2025, with a low of 18.28 CNY on June 23, 2025 [1]. - The company's current total market capitalization is 525.704 billion CNY, ranking 1st in the industrial metals sector and 22nd among all A-shares [1]. Group 2: Corporate Announcements - The company announced an adjustment to the employee stock ownership plan, reducing the purchase price from 10.89 CNY to 10.61 CNY per share, following the completion of the 2024 profit distribution plan [2][4]. - The board approved the internal project initiation for the deep development of the Duobao Mountain Copper Mine, with an estimated total investment of approximately 3.81 billion CNY. The project aims for a maximum mining capacity of 60,000 tons per day and is expected to produce an average of 74,000 tons of copper, 1,550 tons of molybdenum, 0.9 tons of gold, and 18.5 tons of silver annually after reaching full production [3][4]. - The proposal for the spin-off of Zijin Gold International Co., Ltd. for listing on the Hong Kong Stock Exchange received high approval from shareholders, with over two-thirds of valid votes in favor [4].

今年以来，全球铜市场迎来强势上涨行情。截至6月27日，伦敦金属交易所（LME）铜期货价格累计涨 幅超12%，逼近10000美元/吨关键点位；沪铜期货主力合约同步攀升逾8%，站上80000元/吨关口。A股 市场上铜业板块表现抢眼，紫金矿业等龙头企业股价涨幅超过30%，显著优于大盘表现。这一轮铜价上 涨背后，是供需格局的深刻变化：一方面，智利、秘鲁等主要产铜国供应扰动不断，多家国际矿企下调 产量指引；另一方面，新能源车、光伏、风电等绿色产业用铜需求持续攀升。 作为全球经济重要"晴雨表"，铜价走势往往具有重要前瞻性，素有"铜博士"之称。多位分析师据此分 析，在全球能源转型加速背景下，铜等有色金属的稀缺性将进一步凸显，2025年-2027年市场或维持供 需紧平衡状态，这为投资者通过期货和股票市场把握有色金属产业链投资机会提供了新的窗口。 根据全球主要铜矿企业公布的2025年一季度经营数据显示，14家铜矿企业产量共计301.1万吨，同比增 加1.2万吨。其中，减量较为明显的是自由港、嘉能可、英美资源：自由港由于印尼冶炼厂关停及尚未 获批铜矿出口；一季度嘉能可自有铜产量为16.79万吨，同比减少30%，环比减少32%；英 ...

週四（26日）盤後分析中，有投資者問題：紫金礦業 (02899.HK)：投資者表示走勢不斷創新高，估值還很低，有機會上25元嗎？Simon:收市價16.8元，技術 分析的總結為"買入"。處於謹慎看好。數據系統分析的阻力位在20.5元和21.6元，兩個阻力位都低於投資者的預期25元。需要等待多一點時間，才有機會觸 及這個點位。另外保利加通道的頂部在21.4元。 截止今日（27日）紫金礦業(02899.HK)走勢強勁，報20.55元，升幅4.67%。技術指標全面向好，MA10(19.56港元)已突破MA30(18.73港元)及MA60(17.88港 元)，形成多頭排列。RSI指標67接近超買區域，技術指標總結信號為"強力買入"，強度16分，反映資金持續流入。保力加通道頂部位於21.4港元，與系統分 析的阻力位21.6港元相近，值得投資者關注。 | 信號總結 | 賣出信號 中立信號 員入信號 | | --- | --- | | 強力買入 | 16 C | 關鍵位分析 窩輪市場上，有不少產品可供大家選擇。比如看多方向的認購證有著不錯的升幅。其中瑞銀認購證16416升幅25.22%，中銀認購證16925升幅23.26% ...

【导读】港股收跌，有色板块逆市上涨 见习记者 储是 6月27日，截至收盘，恒生指数下跌0.17%，收于24284.15点；恒生科技指数下跌0.07%，收于5341.43点；恒生国企指数下跌0.47%，收于8762.47点。 盘面上，汽车、医药、银行等个股走弱，有色股走强。 小米集团走高 汽车股、银行股走低 截至6月27日收盘，小米集团-W上涨3.6%。汽车股普遍走低，小鹏汽车-W、蔚来-SW、比亚迪股份分别下跌3.17%、1.84%、1.19%。 | 比亚迪股份 | | -1.19% | 11203.25亿 | | --- | --- | --- | --- | | 理想汽车-W 「 | | -1.78% | 2367.82亿 | | 吉利汽车 | | 0.00% | 1611.44亿 | | 福耀玻璃 | www | -0.70% | 1602.58亿 | | 小鹏汽车-V | | -3.17% | 1368.66亿 | | 长城汽车 | | 0.66% | 1051.04亿 | | 零跑汽车 | | -0.53% | 746.70亿 | | 广汽集团 | | 0.35% | 686.30亿 | | 蔚来- ...

Market Overview - The Hong Kong stock market indices collectively weakened, with the Hang Seng Index down 0.17%, the Hang Seng China Enterprises Index down 0.47%, and the Hang Seng Tech Index down 0.07% [1] Sector Performance Biopharmaceuticals - Biopharmaceutical stocks saw significant declines, with BeiGene down 9.18%, Rongchang Biologics down 6.17%, Zai Lab down 3.83%, and Kintor Pharmaceutical down 2.48% [1] Education - Education stocks also retreated, with Think Education down 4.07%, New Oriental down 2.1%, and Excellence Education Group down 2.11% [1] Renewable Energy and Power - Renewable energy, wind power, and electricity stocks experienced declines, with Datang International Power down 5.69%, Huadian International down 4.19%, Huaneng International down 3.81%, and China Power down 1.95% [1] Real Estate and Property Management - Real estate and property management stocks showed weak performance, with China Resources Land down 2.55%, New World Development down 2.14%, and Greentown China down 2.52% [2] AI and Internet Healthcare - AI healthcare, internet healthcare, and medical beauty stocks rose, with Ping An Good Doctor up 8.35%, Alibaba Health up 6.35%, and Giant Biogene up 5.75% [2] Gold and Non-Ferrous Metals - Gold and non-ferrous metal stocks continued to rise, with Jiangxi Copper up 7.71%, Tianqi Lithium up 6.78%, and Luoyang Molybdenum up 6.26% [3] New Consumption - New consumption sectors, including film, baby products, automotive, and sports goods, showed active performance, with Xiaomi up 3.6% and Maoyan Entertainment up 3.81% [3] Other Sectors - Rare earth, robotics, coal, and logistics sectors also experienced varying degrees of increase [4]

Group 1 - The article emphasizes the significant resource advantages of South America, particularly in copper, iron, and lithium, and highlights the active involvement of Chinese mining companies in the region [1][2][6] - Peru is identified as the third-largest copper producer globally, with copper reserves of 120 million tons, accounting for 12% of global reserves, and a production of 2.76 million tons, also 12% of global output [2][4] - Brazil's iron ore reserves are substantial, with 3.4 billion tons and an annual production of 440 million tons, making it the second-largest globally, with high-grade iron ore crucial for the steel market [9][11] Group 2 - Chinese mining companies face various challenges in South America, including community relations, environmental regulations, and infrastructure limitations [14][15] - In Peru, community issues have led to significant operational disruptions, with over 600 days of road blockades affecting mining operations [15] - Brazil's mining sector is under strict environmental regulations, especially following past mining disasters, necessitating a balance between resource efficiency and compliance [17] Group 3 - The article discusses the importance of enhancing ESG (Environmental, Social, and Governance) capabilities for Chinese mining companies as they expand internationally [22][24] - The "Belt and Road" initiative is seen as a driving force for mining development in South America, providing opportunities for Chinese companies to leverage their technical strengths and experience [24][25] - The exploration of South American mining by Chinese companies represents a new phase of internationalization, characterized by local adaptation and collaboration with foreign partners [25][27]

| ＧＸ亚太高股息率 | 88.300 | 88.940 | 0.66% | | --- | --- | --- | --- | | (03116) | | | | | 安硕亚洲除日－Ｕ | 8.035 | 8.065 | 0.62% | | (09010) | | | | | 安硕ＭＳ台湾(03074) | 245.300 | 246.900 | 0.61% | | 日兴环球联网(03072) | 190.000 | 190.000 | 0.61% | | 中银航空租赁(02588) | 65.050 | 67.000 | 0.59% | | 环球医疗(02666) | 5.550 | 5.580 | 0.54% | | 恒生高息股(03466) | 16.940 | 17.090 | 0.53% | | 香港交易所(00388) | 421.200 | 426.800 | 0.47% | | 安硕ＭＳ台湾－Ｕ | 31.260 | 31.400 | 0.45% | | (09074) | | | | | ＰＰ台５０Ａ－Ｕ | 11.260 | 11.260 | 0.45% | | (09159) | | ...

金十数据6月27日讯，早间恒指冲高回落接近平收，午后初段继续寻底击穿24300点，最低见24194.85 点，于水下震荡调整。截至收盘，恒指收跌%，报点，科指收跌%，报点，恒指大市成交额达亿港元 （上一交易日为2617.29亿港元）。盘面上，有色金属、互联网医疗板块表现强势，汽车股分化明显， 银行、保险、券商等大金融板块午后显著回调。个股方面，小米集团(01810.HK)收涨3.6%；紫金矿业 (02899.HK)收涨4.17%；比亚迪股份(01211.HK)收跌1.19%；工商银行(01398.HK)收跌2.02%；中国平安 (02318.HK)收跌1.27%；国泰君安国际(01788.HK)收跌14.69%。 港股收评：恒指冲高回落小幅收跌小米集团(01810.HK)一度新高收涨3.6% ...

紫金黄金国际正在推进香港IPO进程，预计融资规模达10亿至20亿美元。这家公司隶属于紫金矿业集 团，主要从事黄金勘探、开采及销售业务。 据了解，紫金黄金国际计划在未来几周内正式提交上市申请文件。该公司成立于2007年，总部设在香 港，业务范围涵盖黄金的完整产业链条。此次IPO是紫金矿业集团国际化战略的重要组成部分。 分拆上市方案显示，紫金黄金国际将通过香港公开发行和国际配售方式发行普通股。发行规模不超过发 行后总股本的15%，同时授予承销商不超过上述发行股数15%的超额配售权。发行定价将遵循国际通行 定价机制，结合当时资本市场状况进行评估。 紫金矿业表示，分拆完成后将保持对紫金黄金国际的控制权，该子公司仍将纳入合并报表范围。分拆 前，紫金矿业正在推进将下属多座境外黄金矿山资产重组整合至紫金黄金国际旗下，相关工作目前仍在 进行中。 拟注入的资产包括八座位于南美、中亚、非洲和大洋洲的大型黄金矿山。这些矿山合计资源量为 1799.79吨，储量为696.83吨，2024年合计产量达46.22吨。其中包括武里蒂卡金矿、诺顿金田金矿、罗 斯贝尔金矿等世界级矿山。 本文源自：金融界 作者：观察君 与此同时，香港特区政府近期 ...

今日（6月27日）铜铝个股携手大涨，中孚实业、北方铜业涨停，紫金矿业涨超3%，揽尽有色金属行业 龙头的有色龙头ETF（159876）场内价格盘中涨超2.8%，现涨1.89%，冲击日线5连阳，上探年内高点 （1.199元）。 消息面上，重点关注铜、铝、稀土等方向： 铜方面，高盛集团近期表示，预计铜价将在2025年8月达到每吨约10050美元的峰值，原因是美国以外市 场的供应日益紧张。此外，在潜在进口关税威胁下，全球将铜运往美国，伦敦金属交易所可用库存规模 今年已下降约80%，目前相当于不到全球一天的使用量。 风险提示：有色龙头ETF（159876）及其联接基金（A类：017140，C类：017141）被动跟踪中证有色 金属指数，该指数基日为2013.12.31，发布日期为2015.7.13，指数成份股构成根据该指数编制规则适时 调整，其回测历史业绩不预示指数未来表现。本文中指数成份股仅作展示，个股描述不作为任何形式的 投资建议，也不代表管理人旗下任何基金的持仓信息和交易动向。基金管理人评估的该基金风险等级为 R3-中风险，适宜平衡型（C3）及以上的投资者，适当性匹配意见请以销售机构为准。任何在本文出现 的信息（ ...