格隆汇8月14日丨灵宝黄金(03330.HK)公布，公司将于2025年8月26日召开董事会会议，以（其中包括） 审议及通过集团截至2025年6月30日止六个月的中期业绩及其发布，以及审议派发中期股息的建议（如 有）。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責， 對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何 部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 （於中華人民共和國註冊成立的股份有限公司） （股份代號：3330） Lingbao Gold Group Company Ltd. 靈寶黃金集團股份有限公司 董事會會議召開日期 靈寶黃金集團股份有限公司（「本公司」）董事會（「董事會」）謹此宣佈，本公司將於二 零二五年八月二十六日（星期二）舉行董事會會議，藉以（其中包括）批准本公司及其 附屬公司截至二零二五年六月三十日止六個月之中期業績之公佈，以及考慮派發中 期股息（如有）。 承董事會命 靈寶黃金集團股份有限公司 董事長 陳建正 中國河南省，靈寶市 二零二五年八月十四日 於本公告日期，董事會包括五名執行董事，即陳建正先生、邢江澤先生、何成群先 生、吳黎明先生及趙理女士；兩名非執行董事，即張飛虎先生及王冠然先生；及四 名獨立非執行董事，即楊志達先生、陳聰發先生、薄少川先生及郭新生先生。 ...

智通财经8月13日讯（编辑 冯轶）受美联储降息预期升温及板块业绩等因素催化，港股黄金股短线再度走强。 截至发稿，今日紫金矿业(02899.HK)、灵宝黄金(03330.HK)双双涨超3%，且均刷新历史高点，招金矿业(01818.HK)等个股也跟涨。 另一方面，随着年内金价持续走高，市场对黄金股的中期业绩表现也颇为期待。 据媒体报道，不少黄金行业上市企业近期频繁获机构调研。从机构调研的内容看，未来黄金产量、黄金产能扩张计划、公司成本变化等，是机构普遍关心的 问题。 早前，灵宝黄金、潼关黄金等港股黄金股就相继发布盈喜预告。其中，灵宝黄金预计中期净利润约6.56亿元至6.87亿元，同比增加约 330%-350%；潼关黄金上半年预盈3.3亿港元-3.6亿港元，同比增长259%-291%。 国金期货近日发布的研究也分析称，市场聚焦美联储9月降息，黄金可能会提前反应。后续或围绕着特朗普加征关税和美联储降息两个核心事件展开博弈。 此外，早前央行发布数据显示，中国7月末黄金储备报7396万盎司，环比增加6万盎司，为连续第9个月增持黄金。 开源证券表示，"降息交易"和"特朗普2.0"双主线将在2025年持续催化，贸易保护主义和 ...

Group 1 - The non-ferrous metal sector experienced a broad increase, with notable stock price rises for companies such as Jiangxi Copper (+5.84%), Luoyang Molybdenum (+5.26%), and Lingbao Gold (+4.27%) [1] - The U.S. Labor Department reported a 0.2% month-on-month increase in the Consumer Price Index (CPI) for July, aligning with expectations and showing a slowdown of 0.1 percentage points from the previous month [1] - Following the CPI data release, traders increased bets on the Federal Reserve lowering interest rates in the remaining three meetings of the year, with the probability of a 25 basis point cut in September rising above 90% [1] Group 2 - Citic Securities highlighted poor performance in U.S. economic and employment data, alongside the nomination of Stephen Moore as a Federal Reserve governor, which reinforced market expectations for a rate cut in September [2] - The ongoing domestic policy of "anti-involution" aims to optimize production factors and enhance profitability across various sectors, positively impacting metal price transmission to downstream markets [2] - The industrial metals sector is currently undervalued, indicating potential for upward correction, with a bullish market for non-ferrous metals beginning to take shape driven by both EPS and PE improvements [2]

Group 1 - The core viewpoint of the article indicates that gold stocks in Hong Kong have collectively declined, with notable drops in companies such as Chifeng Jilong Gold Mining and Shandong Gold Mining, reflecting a broader trend in the market [1][2]. - Chifeng Jilong Gold Mining's stock price fell by 5.22% to 25.440, while Shandong Gold Mining decreased by 4.16% to 28.560. Other companies like Zhaoguan Gold and China Silver Group also experienced declines exceeding 3% [2]. - The spot gold price in Asia initially dropped, falling below $3,370 per ounce, with a daily decrease of 0.8%, currently reported at $3,369.38 per ounce [2]. Group 2 - Analysts suggest that gold stocks are highly correlated with spot gold prices, and potential increases in Federal Reserve interest rate expectations, a stronger US dollar, or easing inflation could pressure gold prices, negatively impacting gold stocks [3]. - The investment logic for gold stocks is shifting from focusing on short-term production growth to emphasizing companies with larger reserves, highlighting the value of gold companies with more substantial reserves [2].

Group 1 - The core viewpoint of the article highlights the significant transfer of shares of Lingbao Gold (03330) from Puyin International Securities to Shenwan Hongyuan Securities, with a market value of HKD 517 million, representing 4.15% of the total shares [1] - Lingbao Gold anticipates revenue for the six months ending June 30, 2025, to be approximately RMB 7.492 billion to RMB 7.92 billion, reflecting an increase of about 75% to 85% compared to the revenue of approximately RMB 4.281 billion for the six months ending June 30, 2024 [1] - The company projects net profit for the same period to be between RMB 656 million and RMB 687 million, which indicates a substantial increase of approximately 330% to 350% compared to the net profit of around RMB 153 million for the six months ending June 30, 2024 [1]

智通财经APP获悉，香港联交所最新资料显示，8月8日，灵宝黄金(03330)股东将股票由浦银国际证券转 入申万宏源证券香港，转仓市值5.17亿港元，占比4.15%。 灵宝黄金公告，本集团预计截至2025年6月30日止6个月取得收入约人民币74.92亿元至人民币79.2亿元， 较截至2024年6月30日止6个月的收入约人民币42.81亿元增加介于约75%至85%;以及截至2025年6月30日 止6个月取得净利润人民币介于约6.56亿元至人民币6.87亿元，较截至2024年6月 30日止6个月的净利润 约人民币1.53亿元增加介于约330%至350%。 ...

Market Overview - The Hong Kong stock market experienced a decline, with the Hang Seng Index falling over 200 points, closing below 25,000 points, and the Hang Seng Technology Index dropping by 1.56% [1] - Major technology stocks saw a broad decline, with Alibaba down 2.4% and JD.com down 1.44% [2] Sector Performance - The semiconductor sector faced significant losses, with SMIC dropping over 8%, marking the worst performance in the sector [4] - Gaming stocks also fell sharply, with Wynn Macau down over 7% and MGM China down over 6% [6] - The paper industry saw declines, with Chenming Paper down over 8% [7] - Innovative drug stocks continued to decline, with Hutchison China MediTech down over 15% and Zai Lab down over 10% [8] Positive Performances - Gold stocks led gains in the metals sector, with Zhaojin Mining and Lingbao Gold both rising over 3% [3][10] - Heavy machinery stocks showed resilience, with Zhonglian Heavy Industry rising nearly 6% [3] - Cement stocks performed well, with Shanshui Cement up over 6% [9] - Wind power stocks also saw increases, with Goldwind Technology rising over 10% [11] Capital Flows - Southbound funds recorded a net inflow of 6.271 billion HKD, with the Shanghai-Hong Kong Stock Connect contributing 3.28 billion HKD and the Shenzhen-Hong Kong Stock Connect contributing 2.992 billion HKD [12] Future Outlook - Huatai Securities suggests that the recent pullback in the Hong Kong market is due to adjustments in expectations, but the medium-term liquidity remains accommodative. They recommend focusing on sectors with improving conditions and low valuations, particularly in technology [13]

港股黄金股普遍上涨，其中，赤峰黄金、潼关黄金涨4.6%，招金矿业、山东黄金涨超3%，灵宝黄金涨 2%，紫金矿业、中国黄金国际涨超1%。 消息上，现货黄金价格亚洲盘整，美国总统特朗普周四表示，将提名白宫经济顾问委员会主席米兰临时 出任美联储理事会成员，以填补空缺。澳新银行分析师在报告中称："米兰是特朗普关税政策的设计 者，市场认为这一任命意味着货币政策将更趋鸽派。"更多美联储降息的预期可能提升黄金的吸引力。 现货黄金当前基本持平，纽约期金亚盘初一度触及3534.10美元/盎司的历史新高，当前交投在3500美元/ 盎司附近。(格隆汇) | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 06693 | 赤峰黄金 | 27.740 | 4.68% | | 00340 | 潼关黄金 | 2.040 | 4.62% | | 02489 | 集海资源 | 1.460 | 3.55% | | 01818 | 招金矿业 | 22.680 | 3.37% | | 01787 | 山东黄金 | 29.860 | 3.18% | | 03330 | 灵宝黄金 | 11.480 ...

Group 1 - COMEX gold futures rose by $20.30, an increase of 0.59%, closing at $3453.7 per ounce [1] - The People's Bank of China increased its gold reserves in July for the ninth consecutive month, adding 60,000 ounces to reach 73.96 million ounces, totaling approximately 36 tons since November [1] - The Shanghai Futures Exchange's gold inventory has reached a historical high, with over 36 tons of gold bars registered for futures delivery, reflecting a significant increase in demand for gold [1] Group 2 - Traders and banks are capitalizing on the price difference by buying lower-priced gold in the spot market and delivering it to exchange warehouses, indicating strong demand for gold in China [2] - Citigroup has revised its bearish outlook on gold, predicting prices will rise to record highs due to deteriorating U.S. economic conditions and inflationary tariffs, with a forecast range of $3300 to $3600 per ounce in the next three months [2] - A report from China International Capital Corporation (CICC) highlights the weak U.S. non-farm payroll data and an 80.3% probability of a rate cut by August 3, suggesting a new round of rate cut trading may begin [2] Group 3 - Key Hong Kong-listed gold and precious metals companies include Zijin Mining (601899)(02899), Shandong Gold (600547)(01787), Zhaojin Mining (01818), Chifeng Jilong Gold (600988)(06693), Lingbao Gold (03330), China Gold International (600916)(02099), and others [3]