格隆汇9月3日丨赤峰黄金(06693.HK)公告，为便于广大投资者更全面深入地了解公司2025年半年度经营 成果、财务状况等情况，公司计划于2025年9月10日下午4:00-5:00在东方财富路演平台举行2025年半年 度业绩说明会，就投资者关心的问题进行交流。欢迎广大投资者积极参与。 ...

Chifeng Jilong Gold Mining Co., Ltd. 赤峰吉隆黃金礦業股份有限公司 （H股股份代號：6693） （於中華人民共和國註冊成立的股份有限公司） 關於召開2025年半年度業績說明會的公告 本公告乃由赤峰吉隆黃金礦業股份有限公司（「本公司」或「公司」）自願作出。 重要內容提示： 1 • 會議召開時間：2025年9月10日（星期三）下午4:00-5:00（香港時間） • 會議召開方式：東方財富路演平台網絡文字互動 • 投資者可於2025年9月4日至9月10日下午5:00前登錄東方財富路演平台 (http://roadshow.eastmoney.com/luyan/4880017)或掃描下方二維碼，或通過 郵箱IR@cfgold.com向公司提問，公司將在說明會上對投資者普遍關注的 問題進行回答。 為便於廣大投資者更全面深入地了解公司2025年半年度經營成果、財務狀況 等情況，公司計劃於2025年9月10日下午4:00-5:00在東方財富路演平台舉行 2025年半年度業績說明會（「半年度業績說明會」），就投資者關心的問題進行 交流。歡迎廣大投資者積極參與。 一、半年度業績說明會的介绍 ...

Core Viewpoint - The Hong Kong IPO market is active, with 57 new listings and a total fundraising amount of 131.9 billion HKD as of August 25. However, many companies face challenges in meeting both domestic and Hong Kong regulatory requirements for listing [1]. Group 1: Hong Kong IPO Overview - As of August 25, 2023, there have been 57 new IPOs on the Hong Kong Stock Exchange, raising a total of 131.9 billion HKD [1]. - There are currently 211 companies that have submitted applications for listing in Hong Kong [1]. Group 2: Listing Challenges - Companies looking to list in Hong Kong must comply with both domestic laws and Hong Kong's regulatory framework, making the IPO preparation process complex and demanding [1]. Group 3: Resources for Companies - A compilation of Hong Kong listing rules and disclosure documents for domestic companies planning to list in Hong Kong has been organized to assist businesses in understanding the latest regulatory dynamics [1].

Group 1 - Gold prices continue to reach new highs, with spot gold rising to $3547 per ounce, setting a new record [1] - Hong Kong-listed gold stocks opened higher collectively, with notable increases in several companies [1] - Companies such as Zhaojin Mining, China Gold International, Shandong Gold, and Lingbao Gold have reached historical highs [1] Group 2 - The following companies experienced significant stock price increases: - Tongguan Gold: +5.24%, latest price at 2.410, market cap of 10.598 billion [2] - Chifeng Jilong Gold: +5.08%, latest price at 29.400, market cap of 55.872 billion [2] - Zhaojin Mining: +4.40%, latest price at 28.000, market cap of 99.187 billion [2] - China Gold International: +4.19%, latest price at 129.300, market cap of 51.256 billion [2] - China Silver Group: +3.92%, latest price at 0.530, market cap of 1.241 billion [2] - Shandong Gold: +3.63%, latest price at 32.000, market cap of 143.15 billion [2] - Zhuofeng Gold: +3.53%, latest price at 1.760, market cap of 2.179 billion [2] - Lingbao Gold: +3.53%, latest price at 16.150, market cap of 20.785 billion [2] - Zijin Mining: +2.58%, latest price at 27.800, market cap of 738.857 billion [2]

Core Viewpoint - The gold stocks have collectively opened higher, driven by increased safe-haven sentiment and rising expectations for interest rate cuts by the Federal Reserve, as international gold prices hit a new historical high [1] Group 1: Gold Stock Performance - Tongguan Gold (00340) rose by 5.24%, trading at HKD 2.41 [1] - Chifeng Gold (06693) increased by 5.08%, trading at HKD 29.4 [1] - Zhaojin Mining (01818) gained 4.4%, trading at HKD 28 [1] - China Gold International (02099) rose by 4.19%, trading at HKD 129.3 [1] - Shandong Gold (01787) increased by 3.63%, trading at HKD 32 [1] - Lingbao Gold (03330) rose by 3.53%, trading at HKD 16.15 [1] Group 2: Market Influences - International gold prices reached a new high, with New York futures gold surpassing USD 3600 per ounce and spot gold rising for six consecutive days, breaking the USD 3540 mark [1] - Weak U.S. economic data and negative evidence regarding Federal Reserve Governor Cook have increased market expectations for future monetary easing, supporting precious metal prices [1] Group 3: Upcoming Economic Indicators - The market is awaiting the upcoming non-farm payroll data, which is crucial for the Federal Reserve's September interest rate decision [1] - Morgan Stanley's latest report has set a year-end target price for gold at USD 3800 per ounce, emphasizing the strong negative correlation between gold and the U.S. dollar as a key pricing logic [1] - A continued depreciation of the dollar index is expected to directly benefit precious metals priced in dollars [1]

Core Viewpoint - The article discusses the recent surge in gold prices and the corresponding increase in financing activities by gold mining companies, particularly focusing on Shandong Gold's new share placement to raise funds for debt repayment and capital structure optimization [3][4]. Financing Activities - Shandong Gold plans to issue up to 136.5 million H-shares at a price of HKD 28.58 per share, aiming to raise approximately USD 500 million (around HKD 3.901 billion) [3][4]. - The financing is intended to optimize the capital structure and repay debts, reflecting a trend among gold mining companies to capitalize on high gold prices for fundraising [4][8]. - Other companies like Zijin Mining and Chifeng Jilong Gold Mining have also engaged in similar financing activities, indicating a broader trend in the industry [7][8]. Gold Price Trends - As of September 2, 2025, spot gold prices reached a new high of USD 3,508.69 per ounce, contributing to the positive sentiment in the gold mining sector [4][5]. - Analysts predict that gold prices may continue to rise, potentially reaching USD 3,650 per ounce by the end of the year, which would support gold mining stocks [8]. Company Performance - In the first half of 2025, Shandong Gold reported a gold production of 24.71 tons and a revenue of CNY 56.766 billion, marking a year-on-year increase of 24.01% [4]. - The company's net profit reached CNY 2.808 billion, a significant increase of 102.98% compared to the previous year, indicating strong operational performance amid rising gold prices [4]. Market Sentiment - The market reaction to Shandong Gold's financing announcement was relatively stable, suggesting continued investor confidence in the gold sector despite potential short-term pressures from increased share supply [5][8]. - The overall sentiment in the gold mining sector remains positive, driven by strong gold prices and favorable financial performance, although investors are advised to manage risks associated with potential price corrections [8].

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: 赤峰吉隆黃金礦業股份有限公司 呈交日期: 2025年9月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 600988 | 說明 | | 於上海證券交易所上市之A股 | | | | | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 1,663,911,378 | RMB | | 1 RMB | | 1,663,911,378 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 1,663,911,378 | RMB | | 1 RMB | | 1,663,911,378 | | 2. 股份分類 | ...

Group 1: Hong Kong Stocks Performance - BYD Electronics (00285) rose over 7%, reporting a nearly 14% year-on-year increase in net profit for the first half of 2025, with positive progress in AI data center business [1] - Beihai Kangcheng-B (01228) surged over 11%, achieving profitability in the first half of the year and recently forming a strategic partnership with Baiyang Pharmaceutical [1] - MicroPort Medical (00853) increased over 11%, with a reported loss of $46.602 million for the first half of 2025, a 51.9% reduction in loss year-on-year [1] - Bank of China Hong Kong (02388) rose over 6%, reporting a net profit of HKD 22.12 billion for the first half of 2025, with an increase in net trading income year-on-year [1] - UBTECH (09880) increased over 4%, announcing a strategic partnership agreement worth $1 billion with international investment firm Infini Capital [1] - Gold stocks performed well, with China Silver Group (00815) up over 8%, Zhaojin Mining (01818) up over 7%, Shandong Gold (01787) up over 6%, Chifeng Jilong Gold (06693) up over 6%, and Zijin Mining (02899) up over 6%, driven by rising gold prices due to increased interest rate cut expectations [1] Group 2: Chinese Companies' Financial Results - China Communications Construction (01800) fell over 5%, reporting a 16.9% year-on-year decrease in net profit for the first half of 2025 and not declaring an interim dividend [2] - Evergrande Property (06666) declined over 3%, with a 5.6% year-on-year drop in net profit for the first half of the year, with management expressing pessimism about economic benefits from Evergrande Group [2] - Zoomlion Heavy Industry (01157) rose over 2%, reporting a more than 20% year-on-year increase in net profit for the first half of 2025, with institutions optimistic about export growth in the second half [2] - Midea Group (00300) increased over 2%, reporting a 25.04% year-on-year increase in net profit for the first half of 2025 and proposing an interim dividend of HKD 5 per 10 shares [2] Group 3: US Stocks Performance - Autodesk (ADSK.US) rose 9.09%, reporting a 17% year-on-year revenue increase for the second fiscal quarter and raising its full-year revenue and adjusted EPS guidance [3] - Gap (GAP.US) increased 1.52%, with revenue slightly below market expectations for the second fiscal quarter, and management indicated that tariffs may pressure annual gross margins [3] - Marvell Technology (MRVL.US) fell 18.60%, reporting record revenue of $2.01 billion for the second quarter, a 58% year-on-year increase, but provided a Q3 revenue guidance slightly below expectations [3] - Alibaba (BABA.US) surged 12.90%, with a market value increase of $36.7 billion overnight, reporting an 18% year-on-year decline in Non-GAAP net profit, but strong resilience in core business [3] - Ambarella (AMBA.US) rose 16.78%, providing strong guidance for Q3 revenue, expected to be between $100 million and $108 million, reflecting continued growth in edge AI demand [3] - IREN Ltd (IREN.US) increased 14.93%, exceeding expectations in its fourth-quarter earnings report and announcing a priority partnership with NVIDIA [3] Group 4: Other Notable Stocks - Dell Technologies (DELL.US) fell 8.88%, reporting that its infrastructure division's operating profit margin was below expectations [4] - Affirm Holdings (AFRM.US) rose 10.59%, reporting better-than-expected revenue and profit for the fourth fiscal quarter [4] - TryHard Holdings (THH.US) declined 9.80%, issuing 1.5 million shares at $4 each, at the lower end of the pricing range [5] - GrowHub (TGHL.US) increased 1.48%, issuing 3.8 million shares at $4 each, also at the lower end of the pre-set pricing range [5]

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]

Core Viewpoint - The Hong Kong gold stocks are experiencing a strong rally, driven by rising silver prices and expectations of potential interest rate cuts by the Federal Reserve [1] Group 1: Market Performance - China Silver Group surged by 8.5%, leading the gains among gold stocks [1] - Zhaojin Mining increased by 7.3%, reaching a new historical high [1] - Other companies such as Shandong Gold, Lingbao Gold, China Gold International, and Zijin Mining also hit historical highs [1] Group 2: Commodity Prices - The strong upward trend in spot silver prices is approaching $40 per ounce, with a potential breakthrough imminent [1] - The market is preparing for significant upcoming events, including important U.S. data releases and the FOMC meeting [1] Group 3: Federal Reserve Expectations - There is a growing consensus that the Federal Reserve may initiate one or two interest rate cuts within this year, which would support 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 [1] - Bank of America analysts predict that gold prices could reach $4,000 per ounce by mid-2026 [1]