Core Viewpoint - The recent surge in gold stocks is attributed to a significant increase in international gold prices, driven by concerns over the U.S. economy transitioning from resilience to recession [1] Group 1: Gold Stock Performance - China Gold International (02099) increased by 6.55%, reaching HKD 75.65 [1] - Chifeng Jilong Gold Mining (06693) rose by 5.76%, trading at HKD 25.46 [1] - Tongguan Gold (00340) saw a rise of 3.68%, priced at HKD 1.97 [1] - Lingbao Gold (03330) experienced a 2.52% increase, with shares at HKD 10.97 [1] Group 2: Gold Price Movement - As of August 7, the spot gold price surged to USD 3,386 per ounce, reflecting a daily increase of 0.5% [1] - The upward trend in gold prices is linked to downward revisions of U.S. economic data for May and June, indicating a deteriorating economic backdrop [1] Group 3: Market Outlook - Analysts from Tianfeng Securities suggest that more favorable conditions for gold are anticipated, with challenges to the independence of the Federal Reserve and ongoing pressure from Trump on Powell [1] - Citigroup has revised its bearish outlook on gold, predicting that due to worsening U.S. economic conditions and tariffs potentially increasing inflation, gold prices may reach record highs in the short term [1]

Group 1 - The core viewpoint of the news is that gold stocks in the Hong Kong market have generally risen, driven by an increase in gold prices following comments from US President Trump, with expectations for further price increases in the future [1] - Gold prices surged nearly $30, reaching above $3,380 per ounce, as gold is traditionally viewed as a safe haven during periods of political and economic uncertainty [1] - Gold prices have increased nearly 30% this year due to escalating trade wars, geopolitical conflicts, and central bank purchases, with Fidelity International predicting prices could reach $4,000 per ounce by the end of next year [1] Group 2 - Specific gold stocks that saw significant increases include China Gold International (up 3.48%), Zhaojin Mining (up 3.05%), and Shandong Gold (up 3.09%) [2] - Other notable performers include Tongguan Gold (up 2.09%), Lingbao Gold (up 1.59%), and Chifeng Jilong Gold (up 0.16%) [2]

消息上，周二，在美国总统特朗普接受采访后，黄金拉升近30美元，一度冲上3380美元关口上方。长期 以来，黄金被视为政治和经济不确定时期的避风港，在低利率环境下通常表现良好。 港股黄金股普遍上涨，其中，中国黄金国际、招金矿业、山东黄金均涨超3%，潼关黄金涨2%，灵宝黄 金涨1.6%，紫金矿业、赤峰黄金跟涨。 | 代码 | 名称 | 最新价 | 涨跌幅 ▽ | | --- | --- | --- | --- | | 02099 | 中国黄金国际 | 71.300 | 3.48% | | 01818 | 招金矿业 | 21.640 | 3.05% | | 01787 | 山东黄金 | 28.000 | 3.09% | | 00340 | 滝关黄金 | 1.950 | 2.09% | | 03330 | 灵宝黄金 | 10.830 | 1.59% | | 02899 | 三十四年薪 | 22.220 | 0.91% | | 06693 | 赤峰黄金 | 25.200 | 0.16% | 由于贸易战和地缘政治冲突不断升级，以及央行的买入和对降息的押注，金价今年上涨了近30%。投资 者和分析师预计金价还会进一步上涨，富达 ...

Core Viewpoint - Chifeng Jilong Gold Mining Co., Ltd. has announced the acquisition of new mining rights and the integration of exploration and mining rights, which is expected to enhance the company's resource capacity and exploration potential, thereby improving its market competitiveness and long-term sustainable development [1] Group 1 - The company’s subsidiary, Liaoning Wulong Gold Mining Co., Ltd., has obtained a mining license through exploration-to-production conversion [1] - The company’s subsidiary, Chifeng Jilong Mining Co., Ltd., has modified an existing mining right [1] - The acquisition and integration of mining and exploration rights are expected to improve resource utilization efficiency and enhance the company's risk resistance capabilities [1]

本次子公司取得新采矿权及采矿权、探矿权整合变更有利于进一步提升公司矿产资源产能和勘探增储潜 力，增强黄金资源保障能力，有利于实现资源的合理调配，有效提高资源利用率，提升公司抗风险能力 和市场竞争力，对公司长期可持续发展具有积极影响。 格隆汇8月4日丨赤峰黄金(06693.HK)公告，董事会欣然宣布，(i)公司控股子公司辽宁五龙黄金矿业有限 责任公司("五龙矿业")通过探转采方式取得一宗采矿许可证，延续、变更两宗矿产资源勘查许可证；(ii) 公司控股子公司赤峰吉隆矿业有限责任公司("吉隆矿业"，连同五龙矿业，统称"控股子公司")变更原有 一宗采矿权。 五龙矿业通过探转采方式将原"辽宁省丹东市耗金沟－－里滚子勘探"探矿权部分区域转为采矿权("采矿 权一")，剩余区域仍由五龙矿业保留探矿权("探矿权一")；原"辽宁省丹东市里滚子金矿详查"探矿权("探 矿权二")面积由原有0.6112平方公里扩大为1.0705平方公里。 ...

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 全部或任何部份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。 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） 關於控股子公司取得新採礦權及 變更採礦權、探礦權的 公告 本公告由赤峰吉隆黃金礦業股份有限公司（「本公司」）董事（「董事」）會（「董事 會」）自願作出。本公告的內容亦同時在上海證券交易所發佈，因此，本公告亦 根據香港聯合交易所有限公司證券上市規則第13.10B條而發出。 董事會欣然宣佈，(i)本公司控股子公司遼寧五龍黃金礦業有限責任公司（「五 龍礦業」）通過探轉採方式取得一宗採礦許可證，延續、變更兩宗礦產資源勘查 許可證；及(ii)本公司控股子公司赤峰吉隆礦業有限責任公司（「吉隆礦業」，連 同五龍礦業，統稱「控股子公司」）變更原有一宗採礦權。其主要信息如下： 1 一、五龍礦業取得新採礦權，延續、變更探礦權 五龍礦業通過探轉採方式將 ...

Market Overview - Hong Kong stocks opened lower but closed higher, with all three major indices ending in the green. The Hang Seng Index rose by 0.92% to 24,733.45 points, with a total turnover of HKD 234.68 billion [1] - The overall upward trend in Hong Kong stocks is considered healthy, shifting from previous risk-averse sentiment to improvements in fundamentals and positive policy expectations [1] Blue Chip Performance - New Oriental-S (02057) led blue-chip stocks, rising by 6.49% to HKD 36.58, contributing 2.7 points to the Hang Seng Index. Its revenue for the fourth fiscal quarter grew by 9.4% year-on-year, exceeding market expectations [2] - Other notable blue-chip performances included Zhongsheng Holdings (00881) up 5.59%, Lenovo Group (00992) up 4.95%, while Xinyi Glass (00868) fell by 5.87% [2] Sector Highlights - Gold stocks performed strongly due to lower-than-expected U.S. non-farm payroll data, with Shandong Gold (01787) rising by 10.7% and Chifeng Jilong Gold Mining (06693) up 8.89% [3] - Semiconductor stocks also saw significant gains, with Hua Hong Semiconductor (01347) up 8.69% and Shanghai Fudan (01385) up 5.66% [4] Stablecoin Sector - The stablecoin sector continued to decline, with Yunfeng Financial (00376) down 6.91% and Guotai Junan International (01788) down 6.48%. The Hong Kong Monetary Authority's new regulations on stablecoins are expected to delay the issuance of licenses until early 2026 [5][6] Notable Stock Movements - InnoCare Pharma (02577) surged by 30.47% after announcing a partnership with NVIDIA to promote a new power architecture for AI data centers [7] - Huajian Medical (01931) rose by 20.7% following a strategic cooperation agreement with BGI [8] - China Resources Medical (01515) fell by 15.58% due to a profit warning, expecting a decline of 20% to 25% in profit for the upcoming six months [9]

截至2025年8月4日 14:16，中证沪深港黄金产业股票指数(931238)强势上涨4.16%，成分股山东黄金(01787)上涨10.78%，赤 峰黄金(06693)上涨8.20%，招金矿业(01818)上涨8.11%，赤峰黄金(600988)，山东黄金(600547)等个股跟涨。黄金股票ETF 基金(159322)上涨3.68%，最新价报1.21元。拉长时间看，截至2025年8月1日，黄金股票ETF基金近3月累计上涨6.76%，涨 幅排名可比基金1/6。 近期，美国非农数据大幅下滑，引发市场对美联储降息预期的显著升温。美国7月新增非农就业人数仅为7.3万人，远低于 预期的11万人，且前两个月数据合计下修25.8万人。这一数据表现表明美国劳动力市场明显降温，市场普遍预期美联储将 在9月开启降息周期。在此背景下，黄金作为典型的避险资产，其配置价值进一步凸显。在全球贸易博弈持续、区域局势紧 张的环境下，黄金的货币属性和避险属性双重支撑金价中长期上行趋势。长江证券指出，黄金股或有望在金价、估值、风 格三维度迎来季度级共振，建议投资者切换增配。推荐关注山东黄金、招金矿业、赤峰黄金、中金黄金、山金国际等黄金 板块核心 ...

Group 1: Market Performance - Dongyue Group (00189) saw a rise of over 1%, with expectations for increased refrigerant demand as the new cooling season begins, despite a seasonal decline in August [1] - Hong Kong's banking stocks experienced a rally, with Agricultural Bank (01288) up over 2%, and other banks like ICBC (01398) and China Merchants Bank (03968) also gaining over 1%. The overall asset quality of listed banks remains stable, and profit growth is expected to continue [1] - In the gold sector, Lingbao Gold (03330) rose over 3%, with other companies like Chifeng Jilong Gold (06693) and Shandong Gold (01787) also seeing significant gains, driven by lower-than-expected U.S. job growth data which increased interest in gold [3] Group 2: Company Announcements - InnoCare (02577) surged over 8% after being named the only Chinese chip company in NVIDIA's 800VDC power architecture collaboration, indicating a significant partnership in AI data centers [2] - Derun Shipping (02510) announced a profit forecast of approximately $180 million to $200 million for the six months ending June 30, 2025, representing a 220% to 255% increase compared to the previous year [2] - China Eastern Education (00667) reported an expected profit increase of no less than 45% for the first half of the year, driven by a 7% increase in new student registrations and effective cost control [3] Group 3: Financial Results - Amazon (AMZN.US) reported second-quarter earnings that exceeded expectations, with AWS revenue growing 17% year-over-year, but the third-quarter profit guidance fell short of market expectations [5] - Coinbase (COIN.US) saw a 16.7% drop after reporting second-quarter revenue of $1.5 billion, which was below analyst expectations, despite a significant profit increase due to investments [5] - Moderna (MRNA.US) experienced a decline of over 10% due to delays in vaccine shipments, leading to a downward revision of its revenue forecast for 2025 [7]

本文源自智通财经网 消息面上，美国劳工部统计局最新公布的数据显示，美国7月非农新增就业岗位7.3万个，远低于市场预 期的11万个，同时5月、6月的新增就业岗位总数被大幅下调，较之前公布的水平合计减少了25.8万个， 修正后，分别仅有1.4万人和1.9万人。8月1日，受7月非农就业数据大幅不及预期影响，降息预期升温， 金价直线飙升，COMEX黄金期货价格一举突破3400美元。 华源证券指出，中期来看，"特朗普2.0"主线中的关税和减税交易或在后续趋向平稳，"降息交易"将为 黄金价格上涨提供较强动能，上周五非农低于预期后更是直接大涨40美元，抹去此前全部跌幅并收于 3363美元/盎司，下半年我们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。长期来看，"降息交易"+"特朗普2.0"双主线将在2025年持续催化，保护主义+大国博弈 背景下，央行增储将对金价形成强有力底部支撑，金价上行动能充足。 智通财经获悉， 黄金股集体走高，截至发稿，灵宝黄金(03330)涨7.36%，报10.8港元；赤峰黄金(06693) 涨6.29%，报24.5港元；山东黄金(01787)涨5.19%，报25. ...