Core Viewpoint - Gold stocks are rising against the market trend, driven by increasing gold reserves and strong global demand for gold [1] Group 1: Company Performance - Zijin Mining International (02259) increased by 5.78%, reaching HKD 155.4 - Chifeng Jilong Gold Mining (06693) rose by 4.87%, reaching HKD 31.9 - Tongguan Gold (00340) gained 2.79%, reaching HKD 2.95 - Lingbao Gold (03330) increased by 1.69%, reaching HKD 18.07 [1] Group 2: Industry Trends - As of the end of November, China's gold reserves reached 74.12 million ounces, an increase of 30,000 ounces from the previous month - In the third quarter, global gold demand reached 1,313 tons, with a total value of USD 146 billion, marking the highest quarterly demand on record [1][1] Group 3: Market Outlook - Ping An Securities reports that a potential interest rate cut by the Federal Reserve in December may lead to a gradual increase in gold prices - Long-term factors include unresolved U.S. debt issues and weakening dollar credit, which may continue to support central bank gold purchases and growing investment demand for gold [1][1]

每经AI快讯，12月15日，港股黄金股盘中震荡上涨，紫金黄金国际涨超6%，赤峰黄金涨近5%，山东黄 金、灵宝黄金等涨近2%。 ...

12月15日，港股黄金股盘初拉升走强，其中，紫金黄金国际涨超6%领衔，赤峰黄金涨5.8%，潼关黄金 涨近3%，灵宝黄金、山东黄金、招金矿业均涨超1%。 消息上，亚洲早盘黄金小幅走高。现货黄金上涨0.6%，报每盎司4,324美元，不断逼近历史新高位。 Tickmill执行董事Joseph Dahrieh表示，金价继续受益于市场对美联储将进一步放松货币政策的坚定预 期、各国央行的持续买入，以及不断扩大的地缘政治风险，这些风险正维持着避险资金流。本周市场焦 点可能将是美国的主要政府数据，例如将于周二公布的11月就业报告和将于周四公布的11月CPI数据。 | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 02259 | 紫金黄金国际 | 156.200 | 6.26% | | 06693 | 赤峰黄金 | 32.180 | 5.79% | | 00340 | 漳关黄金 | 2.950 | 2.79% | | 03330 | 灵宝黄金 | 18.100 | 1.86% | | 01787 | 山东黄金 | 34.740 | 1.64% | | 01818 | 招 ...

（文章来源：每日经济新闻） 每经AI快讯，黄金股逆市走高。截至发稿，紫金黄金国际(02259.HK)涨5.78%，报155.4港元；赤峰黄金 (06693.HK)涨4.87%，报31.9港元；潼关黄金(00340.HK)涨2.79%，报2.95港元；灵宝黄金(03330.HK)涨 1.69%，报18.07港元。 ...

消息面上，国家外汇管理局最新统计显示，截至11月末，我国黄金储备达到7412万盎司，较上月增加3 万盎司。此外，从全球央行购金趋势观察，第三季度全球黄金需求总量达到1313吨，需求总金额高达 1460亿美元，创下单季度黄金需求的历史最高纪录。 平安证券发布研报称，12月美联储降息或将推动金价逐步上移，长期来看，美国债务问题未解，美元信 用走弱的主线逻辑持续，央行购金以及黄金投资需求增长，贵金属价格重心或继续抬升。 智通财经APP获悉，黄金股逆市走高，截至发稿，紫金黄金国际(02259)涨5.78%，报155.4港元；赤峰黄 金(06693)涨4.87%，报31.9港元；潼关黄金(00340)涨2.79%，报2.95港元；灵宝黄金(03330)涨1.69%，报 18.07港元。 ...

Group 1 - Hong Kong gold stocks experienced a strong rally at the beginning of trading, with Zijin Mining International leading the gains, rising over 6% [1] - Other notable performers included Chifeng Jilong Gold Mining up 5.8%, Tongguan Gold up nearly 3%, and Lingbao Gold, Shandong Gold, and Zhaojin Mining all rising over 1% [1][2] - The spot gold price increased by 0.6%, reaching $4,324 per ounce, approaching historical highs [1] Group 2 - Joseph Dahrieh, Executive Director of Tickmill, indicated that gold prices are benefiting from strong market expectations for further easing of monetary policy by the Federal Reserve, ongoing purchases by central banks, and escalating geopolitical risks [1] - This week, the market focus will be on key U.S. government data, including the November employment report to be released on Tuesday and the November CPI data on Thursday [1]

Group 1 - Lingbao Gold Group announced the acquisition of 50%+1 share in the Australian company for 370 million AUD (approximately 1.735 billion RMB), marking a significant step in its international resource layout [1] - The Simberi gold mine, the core asset of the target company, has a JORC-compliant gold resource of 153 tons (approximately 4.92 million ounces) with an average grade of 1.4 g/t, and a mineable reserve of 81.2 tons (approximately 2.61 million ounces) with an average grade of 1.8 g/t [1] - The mine is expected to have an annual production capacity of over 7 tons of gold once fully operational, contributing to both local economic development and stable revenue for Lingbao Gold Group [1] Group 2 - The acquisition is part of Lingbao Gold Group's strategy to promote "global resource" initiatives, enhancing its global resource allocation capabilities [2] - The company aims to strengthen strategic cooperation with local governments and adopt international mining management practices to integrate into the global mining market [2] - This transaction is a key measure to implement the company's "14th Five-Year" resource strategy, focusing on optimizing domestic and international resource layouts and enhancing supply chain resilience [2]

消息面上，美国就业市场数据恶化推高了美联储降息预期。据美国劳工部周四发布的数据，截至12月6 日当周，初请人数增加4.4万人至23.6万人，为2020年3月以来最大增幅，此前一周的申请人数为三年多 来的最低水平。当前市场主流预期仍指向明年初继续降息，摩根大通、摩根士丹利与花旗一致预测明年 1月将再次降息。 国金证券指出，2025年全球主要经济体的内外政策开始进入实质性调整与碰撞阶段，俄乌/中东等冲突 常态化、大国博弈纵深化，加大了全球供应链断裂风险——将"安全"置于"成本"之上，全球经济延续弱 增长态势。欧美开启了降息周期，但主要为应对经济放缓而非刺激繁荣，在此背景下，有色金属或迎来 超级大周期。 智通财经APP获悉，有色股普遍高开，截至发稿，紫金矿业(02899)涨3.51%，报34.24港元；中国宏桥 (01378)涨3.32%，报32.4港元；灵宝黄金(03330)涨3.23%，报18.56港元；洛阳钼业(03993)涨2.8%，报 18.36港元；江西铜业股份(00358)涨2.57%，报34.28港元。 ...

Major Events - JD Industrial (07618) received a subscription rate of 60.52 times for its public offering in Hong Kong, with a share price set at HKD 14.10 [1] - Shanghai Pharmaceuticals (02607) obtained approval for the listing application of Succinic Acid Sultamicillin Tablets (SPH3127) [1] - Fosun Pharma (02196) received approval from the National Medical Products Administration for the drug registration application of Sodium Phosphonate Injection [1] - Lingbao Gold (03330) subsidiary plans to invest AUD 370 million to acquire a 50%+1 share stake in St Barbara Mining Pty Ltd [1] - Jiangsu Ninghu Expressway (00177) intends to increase capital by CNY 3.26964 billion to Longtan Bridge Company [1] - Yunfeng Financial (00376) had Fitch maintain the "A-" (Strong) financial strength rating for Wantong Insurance [1] Operating Performance - Sunny Optical Technology (02382) reported a shipment volume of 12.634 million vehicle-mounted lenses in November, a year-on-year increase of 69.4% [1] - Q Technology (01478) saw mobile camera module sales of 38.053 million units in November, a month-on-month decrease of 13.6% and a year-on-year decrease of 5.6% [1] - Yue Yuen Industrial (00551) reported a cumulative operating profit of approximately USD 7.382 billion for the first 11 months, a year-on-year decrease of 1.6% [1] - Baoshan International (03813) reported a cumulative operating profit of CNY 15.784 billion for the first 11 months, a year-on-year decline of 6.8% [1] - COFCO Joycome (01610) reported a pig slaughter volume of 559,000 heads in November, a month-on-month decrease of 4.44% [1]

China's Lingbao Gold Group has entered into agreements to acquire a 50% stake in Australia-based St Barbara’s fully owned subsidiary, St Barbara Mining (SMBL), for A$370m ($245.57m) in cash. Upon completion, SMBL will hold an 80% interest in the Simberi gold project in Papua New Guinea (PNG), and an unincorporated joint venture (JV) over the Simberi gold project, known as the Simberi JV, will be established. In a parallel development, St Barbara has signed agreements with Kumul Mineral, under which Kumul ...