香港恒生指数收涨2.15%，恒生科技指数涨2.2%。阿里巴巴涨超18%；黄金板块涨幅居前，中国黄金国 际涨超11%，招金矿业、灵宝黄金、万国黄金集团均涨超8%；中芯国际、蔚来涨超4%；比亚迪股份跌 超5%，蜜雪集团跌超4%。 来源：滚动播报 ...

第 1 頁 共 10 頁 v 1.1.1 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8月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 靈寶黃金集團股份有限公司（於中華人民共和國註冊成立的股份有限公司） | 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 | | | 181,397,058 RMB | | 0.2 | RMB | ...

Group 1 - The Hong Kong stock market's gold stocks are performing strongly, with China Silver Group leading with an 8.5% increase, followed by Zhaojin Mining at 7.3%, both reaching historical highs [1] - The strong momentum in spot silver prices is approaching $40 per ounce, which is expected to be breached soon [1] - The market is preparing for significant events in the next 14 trading days, including important U.S. data releases and the Federal Open Market Committee (FOMC) meeting [1] Group 2 - The prevailing strength in gold prices is primarily driven by the market's increasing belief that the Federal Reserve will soon resume interest rate cuts, alongside risks to the Fed's independence [1] - The market anticipates that the Federal Reserve may cut rates once or even twice this year, providing overall support for commodity prices, including gold and silver [1] - Several international financial institutions are bullish on gold prices, with UBS raising its target for gold prices to $3,700 per ounce by mid-2026, while Bank of America analysts predict prices could reach $4,000 per ounce by the same timeframe [1] Group 3 - The latest price movements of key gold stocks include: - China Silver Group at 0.510 with an increase of 8.51% - Zhaojin Mining at 25.860 with an increase of 7.30% - Shandong Gold at 31.240 with an increase of 6.40% - Lingbao Gold at 15.070 with an increase of 6.20% - China Gold International at 115.200 with an increase of 5.30% [2]

上证报中国证券网讯 9月1日，港股黄金股走强，截至10时01分，山东黄金、招金矿业涨逾7%，灵宝黄 金涨近7%。 来源：上海证券报·中国证券网 ...

消息上，现货白银的强劲涨势已使其逼近每盎司40美元，这一价位可能很快就会被突破。市场正为接下 来14个交易日的密集事件做准备，届时将有重要的美国数据公布，还有联邦公开市场委员会(FOMC)会 议。黄金的强势仍是主要推动力，这得益于市场愈发坚定地认为美联储即将重启降息，再加上美联储独 立性面临的风险。 港股黄金股持续走强，其中，中国白银集团大涨8.5%领衔，招金矿业涨7.3%再度刷新历史新高，山东 黄金、灵宝黄金、中国黄金国际、紫金矿业亦刷新历史高位。 | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 00815 | 中国白银集团 | 0.510 | 8.51% | | 01818 | 招金矿业 | 25.860 | 7.30% | | 01787 | 山东黄金 | 31.240 | 6.40% | | 03330 | 灵宝黄金 | 15.070 | 6.20% | | 02099 | 中国黄金国际 | 115.200 | 5.30% | | 06693 | 赤峰黄金 | 27.540 | 5.44% | | 02899 | 三十四年薪 | 26.540 ...

Group 1: Silver Market Insights - The strong upward trend in spot silver prices is approaching $40 per ounce, with a potential breakout imminent [1] - Industrial demand for silver, particularly from solar panel applications, is supporting its price, leading to increased investments in silver-backed exchange-traded funds (ETFs) [1] - August marked the seventh consecutive month of expansion for these silver ETFs, the longest continuous inflow since 2020 [1] Group 2: Gold Market Insights - Gold remains a key hedge against short-term global policy fluctuations and growing skepticism regarding the Federal Reserve's credibility [1] - Morgan Stanley predicts that gold prices could reach $3,675 per ounce by the end of the year, with a potential rise to $4,000 per ounce by early next year [1] - The independence of the Federal Reserve is under threat, particularly following President Trump's attempt to remove a Fed governor, which could act as a strong bullish catalyst for gold prices [1] Group 3: Related Companies in Gold and Silver - Key companies in the gold industry include Zijin Mining (601899)(02899), Shandong Gold (600547)(01787), and Zhaojin Mining (01818) [2] - In the silver sector, China Silver Group (00815) reported a revenue of RMB 2.33 billion for the six months ending June 30, 2025, a year-on-year increase of 0.5%, with a profit attributable to shareholders of RMB 54.91 million, up 167.13% [3]

Group 1: Silver Market Insights - The strong upward trend in spot silver prices is approaching $40 per ounce, with a potential breakthrough imminent [1] - Industrial demand for silver, particularly from solar panel applications, is supporting its price, leading to increased investments in silver-backed exchange-traded funds (ETFs) [1] - In August, silver-backed ETFs experienced their longest continuous inflow since 2020, marking the seventh consecutive month of expansion [1] Group 2: Gold Market Insights - Gold remains a key hedge against short-term global policy volatility and growing skepticism regarding the Federal Reserve's credibility [1] - JPMorgan forecasts that gold prices could reach $3,675 per ounce by the end of the year, with a potential rise to $4,000 per ounce by early next year [1] - The independence of the Federal Reserve is under threat, particularly following President Trump's attempt to remove a Fed governor, which could act as a strong bullish catalyst for gold prices [1] Group 3: Related Companies in the Gold Industry - Key companies in the gold industry include Zijin Mining (02899), Shandong Gold (01787), Zhaojin Mining (01818), and others [2] Group 4: Related Companies in the Silver Industry - China Silver Group (00815) reported a revenue of RMB 2.33 billion for the six months ending June 30, 2025, a year-on-year increase of 0.5%, with a profit attributable to owners of RMB 54.91 million, up 167.13% [3]

消息面上，隔夜金价站上3400美元/盎司，创五周新高。美联储理事沃勒强调支持美联储9月会议降息25 个基点，预计未来3—6个月将进一步降息。此外，当前市场继续评估美联储独立性面临的威胁。值得关 注的是，近期多家黄金矿业公司中期业绩亮眼。紫金矿业（601899）上半年营归母净利润232.92亿元， 同比增加54.41%；赤峰黄金上半年归母净利润达11.07亿元，同比大幅增长55.79%。招金矿业上半年归 母净利润14.40亿元，同比激增160.44%。 赤峰黄金 紫金矿业 赤峰黄金 紫金矿业 招金矿业 灵宝黄金 分时图 日K线 周K线 月K线 25.97 0.89 3.55% 4.31% 2.87% 1.44% 0.00% 1.44% 2.87% 4.31% 24.00 24.36 24.72 25.08 25.44 25.80 26.16 09:30 10:30 11:30/13:00 14:00 15:00 0 89万 179万 268万 黄金股集体走高，截至发稿，中国黄金（600916）国际(02099)涨4.97%，报105.7港元；赤峰黄金 （600988）(06693)涨4.38%，报25.76港元 ...

Market Performance - The Hong Kong stock market saw a collective rise in major indices, with the Hang Seng Index increasing by 0.63% to surpass 25,000 points, while the Hang Seng China Enterprises Index and the Hang Seng Tech Index rose by 0.68% and 0.56% respectively [1] - Large technology stocks generally experienced upward trends, with Baidu rising over 3%, JD.com increasing by 2.6%, and Alibaba, Tencent, Meituan, and NetEase also showing gains, while Xiaomi fell nearly 1% [3] Gold Mining Sector - Several gold mining companies reported impressive mid-year results, leading to significant increases in their stock prices, with Lingbao Gold leading the charge with a 15.62% rise, reaching a historical high [2][3] - Other notable performers included Zhaojin Mining and China Gold International, both achieving historical high prices as well [3] Biopharmaceutical Sector - The biopharmaceutical sector rebounded, with companies like Innovent Biologics, WuXi Biologics, and China National Pharmaceutical Group leading the rise in innovative drug stocks [3] Real Estate and Construction - The Chinese government emphasized the steady advancement of urban village and dilapidated housing renovations, resulting in a rise in domestic property stocks and property management stocks [3] Other Sectors - Heavy machinery, building materials, and steel sectors showed active performance, while semiconductor stocks, led by SMIC, experienced declines, with the latter dropping over 2% [3]

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]