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. ...

Group 1 - Gold stocks collectively rose, with Lingbao Gold increasing by 7.36% to HKD 10.8, Chifeng Gold up 6.29% to HKD 24.5, Shandong Gold rising 5.19% to HKD 25.56, and Zhaojin Mining up 4.72% to HKD 20.4 [1] - The U.S. Labor Department reported that 73,000 non-farm jobs were added in July, significantly below the market expectation of 110,000, with May and June's job additions revised down by a total of 258,000 [1] - Following the disappointing non-farm employment data, interest rate cut expectations increased, leading to a surge in gold prices, with COMEX gold futures breaking through USD 3,400 [1] Group 2 - Huayuan Securities indicated that the "Trump 2.0" theme involving tariffs and tax cuts may stabilize in the medium term, while "rate cut trades" will provide strong momentum for gold price increases [2] - After the non-farm data fell short of expectations, gold prices surged by USD 40, erasing previous losses and closing at USD 3,363 per ounce [2] - The expectation is that changes in U.S. monetary policy will support gold prices in the second half of the year, with a dual catalyst of "rate cut trades" and "Trump 2.0" continuing to drive gold prices until 2025 [2]

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7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8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 | ...

7月30日，全球第二大碳化硅衬底制造商天岳先进通过港交所聆讯；同日，锂电巨头欣旺达及AI推理芯片产品服务提供商云天励飞也正式向港交所递交了 上市申请。 与此同时，进入7月以来，多家A股公司接连披露赴港上市计划，包括首创证券、利欧股份、中微半导等，计划赴港上市的A股公司队伍持续扩容。 据统计，截至7月30日，共有236家企业排队申请港股上市，已递表的A股上市公司达到42家。 10家企业完成"A+H"两地上市 据统计，年内共有10家企业成功赴港上市，合计募资达882.86亿港元，其中，宁德时代募资额达到410.06亿港元，成为今年以来全球最大的IPO项目，恒 瑞医药、三花智控和海天味业募资额紧随其后，均超过100亿港元。 | 证券代码 | 公司名称 | 募资额(亿港元) | 暗盘涨跌幅 | 上市首日涨跌幅 | 上市至今涨跌幅 | 上市日期 | | --- | --- | --- | --- | --- | --- | --- | | 06613.HK | 蓝思科技 | 47.68 | 3.85% | 9.13% | 8.91% | 2025/7/9 | | 01304.HK | Fortior | 22.59 | ...

智通财经获悉，黄金股早盘全线下挫，截至发稿，潼关黄金(00340)跌9.18%，报1.78港元；紫金矿业 (02899)跌5.16%，报21.15港元；灵宝黄金(03330)跌4.89%，报10.12港元；赤峰黄金(06693)跌4.23%，报 22.65港元；山东黄金(01787)跌3.75%，报24.4港元。 本文源自：智通财经网 消息面上，隔夜现货黄金大跌超1.5%，失守3280美元/盎司。当地时间7月30日，美国联邦储备委员会结 束为期两天的货币政策会议，宣布将联邦基金利率目标区间维持在4.25%至4.50%之间不变。鲍威尔在 最新一轮货币政策会议后的新闻发布会上表示，美联储尚未就9月利率做出任何决定。鲍威尔表示，他 们"将在下次议息会议前夕参考有关经济的信息"。 现在就断言美联储是否会像金融市场预期的那样在9 月下调联邦基金利率还为时过早。 ...

Group 1 - The core viewpoint of the article highlights a significant decline in Hong Kong gold stocks, with notable drops in companies such as Tongguan Gold, which fell over 9%, and Zijin Mining, which dropped over 5% [1] - The article reports that the spot gold price fell below $3,270 per ounce, experiencing a nearly 2% drop during trading, although there was a slight recovery in the Asian morning session [1] - Data compiled by Bloomberg indicates that Chinese investors are shifting funds from gold ETFs to domestic stocks, with a record net outflow of approximately 3.2 billion RMB from four major domestic gold ETFs in July [1] Group 2 - The outflow of funds from gold ETFs is primarily driven by individual investors, as enthusiasm for gold has waned due to its trading within a narrow range, while the domestic stock market has been rising [1] - The article lists the latest prices and percentage changes for various gold stocks, with notable declines including Tongguan Gold at -9.18% and Zijin Mining at -5.16% [1]