【港股黄金股走强 灵宝黄金涨近7%】智通财经8月4日电，截至发稿，灵宝黄金(03330.HK)涨6.76%、 赤峰黄金(06639.HK)涨5.77%、潼关黄金(00340.HK)涨5.46%。消息方面，美国7月非农仅新增7.3万人， 前两月数据大幅下修。对此机构预计美国货币政策变化将接力财政政策为黄金价格提供支撑，建议关注 阶段性配置机会。 转自：智通财经 ...

Group 1 - Gold stocks collectively rose, with Lingbao Gold increasing by 7.36% to HKD 10.8, Chifeng Gold up 6.29% to HKD 24.5, Shandong Gold rising 5.19% to HKD 25.56, and Zhaojin Mining up 4.72% to HKD 20.4 [1] - The U.S. Labor Department reported that 73,000 non-farm jobs were added in July, significantly below the market expectation of 110,000, with May and June's job additions revised down by a total of 258,000 [1] - Following the disappointing non-farm employment data, interest rate cut expectations increased, leading to a surge in gold prices, with COMEX gold futures breaking through USD 3,400 [1] Group 2 - Huayuan Securities indicated that the "Trump 2.0" theme involving tariffs and tax cuts may stabilize in the medium term, while "rate cut trades" will provide strong momentum for gold price increases [2] - After the non-farm data fell short of expectations, gold prices surged by USD 40, erasing previous losses and closing at USD 3,363 per ounce [2] - The expectation is that changes in U.S. monetary policy will support gold prices in the second half of the year, with a dual catalyst of "rate cut trades" and "Trump 2.0" continuing to drive gold prices until 2025 [2]

第 1 頁 共 10 頁 v 1.1.1 本月底法定/註冊股本總額： RMB 257,395,211 FF301 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7月31日 狀態: 新提交 致：香港交易及結算所有限公司 呈交日期: 2025年8月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 其他類別 (請註明) | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | N/A | 說明 | | 本公司普通股股本中之内資股，每股面值人民幣 0.20元 | | | | | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 181,397,058 | RMB | 0.2 | RMB | | 36,279,411.6 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 181,39 ...

智通财经获悉，黄金股早盘全线下挫，截至发稿，潼关黄金(00340)跌9.18%，报1.78港元；紫金矿业 (02899)跌5.16%，报21.15港元；灵宝黄金(03330)跌4.89%，报10.12港元；赤峰黄金(06693)跌4.23%，报 22.65港元；山东黄金(01787)跌3.75%，报24.4港元。 本文源自：智通财经网 消息面上，隔夜现货黄金大跌超1.5%，失守3280美元/盎司。当地时间7月30日，美国联邦储备委员会结 束为期两天的货币政策会议，宣布将联邦基金利率目标区间维持在4.25%至4.50%之间不变。鲍威尔在 最新一轮货币政策会议后的新闻发布会上表示，美联储尚未就9月利率做出任何决定。鲍威尔表示，他 们"将在下次议息会议前夕参考有关经济的信息"。 现在就断言美联储是否会像金融市场预期的那样在9 月下调联邦基金利率还为时过早。 ...

Group 1 - Hong Kong gold stocks are experiencing a decline, with Tongguan Gold falling over 8% for six consecutive days, and other companies like Zijin Mining, Lingbao Gold, Shandong Gold, and China Silver Group dropping over 4% [1] - The night session saw spot gold prices drop, briefly falling below $3,270 per ounce, with a nearly 2% decline during trading [3] - Chinese investors are shifting funds from gold ETFs to domestic stocks, with a record net outflow of approximately 3.2 billion yuan from four major domestic gold ETFs in July [3] Group 2 - The outflow of funds is primarily driven by individual investors, as gold has been trading within a narrow range, leading to decreased enthusiasm for gold investments [3] - Morgan Stanley indicates that the key to gold price increases lies in ETF inflows, which depend on the Federal Reserve meeting interest rate cut expectations and pushing down U.S. real yields [3] - In an optimistic scenario, gold prices are projected to reach a target of $3,675 per ounce by the end of the year, with expectations of hitting $4,000 per ounce by early next year [3]

截至发稿， 潼关黄金(00340.HK)跌8.67%、 紫金矿业(02899.HK)跌4.26%、 灵宝黄金(03330.HK)跌 4.14%。消息方面，当地时间7月30日，美国联邦储备委员会结束为期两天的 货币政策会议，宣布将联 邦基金利率目标区间维持在4.25%至4.50%之间不变。 ...

Group 1 - The core viewpoint of the article highlights a significant decline in Hong Kong gold stocks, with notable drops in companies such as Tongguan Gold, which fell over 9%, and Zijin Mining, which dropped over 5% [1] - The article reports that the spot gold price fell below $3,270 per ounce, experiencing a nearly 2% drop during trading, although there was a slight recovery in the Asian morning session [1] - Data compiled by Bloomberg indicates that Chinese investors are shifting funds from gold ETFs to domestic stocks, with a record net outflow of approximately 3.2 billion RMB from four major domestic gold ETFs in July [1] Group 2 - The outflow of funds from gold ETFs is primarily driven by individual investors, as enthusiasm for gold has waned due to its trading within a narrow range, while the domestic stock market has been rising [1] - The article lists the latest prices and percentage changes for various gold stocks, with notable declines including Tongguan Gold at -9.18% and Zijin Mining at -5.16% [1]

Group 1 - Gold stocks experienced a significant decline in early trading, with notable drops including Tongguan Gold down 9.18% to HKD 1.78, Zijin Mining down 5.16% to HKD 21.15, and Lingbao Gold down 4.89% to HKD 10.12 [1] - The spot gold price fell over 1.5%, dropping below USD 3280 per ounce [1] - The Federal Reserve maintained the federal funds rate target range at 4.25% to 4.50% during its recent monetary policy meeting, with Chairman Powell indicating that no decision has been made regarding a potential rate cut in September [1]

Group 1 - The article provides a list of companies listed on the Hong Kong stock market along with their dividend distribution dates and shareholder meeting dates [1][4][5] - Notable companies mentioned include China Railway, Green Town China, and Budweiser APAC, which are scheduled for dividend payments [4][5] - The document outlines various companies' actions regarding capital increases and dividend distributions, indicating ongoing corporate activities in the market [4][5]

灵宝黄金(03330)涨超4%，截至发稿，涨4.89%，报10.72港元，成交额1.06亿港元。 消息面上，灵宝黄金近期发盈喜，预计截至2025年6月30日止6个月取得收入约74.92亿元(人民币，下同) 至79.2亿元，同比增加介于约75%至85%；净利润介于约6.56亿元至6.87亿元，同比增加介于约330%至 350%。 中信期货指出，后续来看，经贸不确定性短期下降，关税逐渐成为慢变量，关注美国基本面及降息预期 变化，本周美国非农数据及7月降息会议上美联储的表达较为重要。月度级别来看，后续重点关注8月全 球央行年会，若配合美联储换届扰动，或带来波动弹性放大。 ...