证券代码：600988 证券简称：赤峰黄金 公告编号：2025-016 赤峰吉隆黄金矿业股份有限公司 关于控股股东及其一致行动人持股比例被动稀释 累计超过 1%的权益变动提示性公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： | 信息披露 | 信息披露义务人一 | 李金阳 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 义务人基 | 住所 | 吉林省吉林市昌邑区**** | | | | | | | | | 本信息 | 信息披露义务人二 | 烟台瀚丰中兴管理咨询中心（有限合伙） | | | | | | | | | | 住所 | 山东省烟台市长岛县长山路 | | | | | 号 134 | 号 A1 | | | 权益变动 | 变动方式 | 变动日期 | | | | 股份种类 | | 变动数量（股） | | | 明细 | 因总股本增加引起 | 年 2025 10 | 3 | 月 | 日 | 无限售流通股 ...

赤峰吉隆黄金矿业股份有限公司 关于 H 股挂牌并上市交易的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 赤峰吉隆黄金矿业股份有限公司（以下简称"公司"）正在进行发行境外上 市股份（H股）并在香港联合交易所有限公司（以下简称"香港联交所"）主板 挂牌上市（以下简称"本次发行上市"）的相关工作。 公司本次全球发售 H 股总数为205,652,000股（行使超额配售权之前），其 中，香港公开发售为20,565,200股，约占全球发售总数的10.0%（行使超额配售权 之前）；国际发售为185,086,800股，约占全球发售总数的90.0%（行使超额配售 权之前）。根据每股 H 股发售价13.72港元计算，经扣除全球发售相关承销佣金 及其他估计费用后，并假设超额配售权未获行使，公司将收取的全球发售所得款 项净额估计约为26.76亿港元。 经香港联交所批准，公司本次发行的205,652,000股 H 股股票（行使超额配 售权之前）于2025年3月10日在香港联交所主板挂牌并上市交易。公司 H 股股票 中文简称为"赤峰黃金"，英文简 ...

证券代码：600988 证券简称：赤峰黄金 公告编号：2025-014 赤峰吉隆黄金矿业股份有限公司 特此公告。 关于 H 股公开发行价格的公告 赤峰吉隆黄金矿业股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 赤峰吉隆黄金矿业股份有限公司（以下简称"公司"）正在进行发行境外上 市股份（H股）并在香港联合交易所有限公司（以下简称"香港联交所"）主板挂 牌上市（以下简称"本次发行上市"）的相关工作。 因本次拟发行的股份为H股，本次发行股份的认购对象仅限于符合相应条件 的境外投资者及依据中国相关法律法规有权进行境外证券投资管理的境内证券 经营机构和合格境内机构投资者及其他符合监管规定的投资者。因此，本公告仅 为A股投资者及时了解公司本次发行上市的相关信息而作出，并不构成亦不得被 视作对任何境内个人或实体收购、购买或认购公司任何证券的要约或要约邀请。 公司已确定本次H股发行的最终价格为每股13.72港元（不包括1%经纪佣金、 0.0027%香港证券及期货事务监察委员会交易征费、0.00565%香港联交所交易费 及0.00 ...

证券代码：600988 证券简称：赤峰黄金 公告编号：2025-013 赤峰吉隆黄金矿业股份有限公司 关于控股股东部分股份质押的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 李金阳女士直接持有赤峰吉隆黄金矿业股份有限公司（以下简称"公司" 或"赤峰黄金"）190,410,595 股股份，占公司总股本的 11.44%。本次股份质押后， 李金阳女士累计质押所持股份 63,900,000 股，占其所持有公司股份数量的 33.56%， 占公司总股本的 3.84%。 李金阳女士及其一致行动人烟台瀚丰中兴管理咨询中心（有限合伙）合 计持有公司 241,925,746 股股份，占公司总股本的 14.54%。本次股份质押后，李 金阳女士及其一致行动人累计质押股份 91,433,040 股，占其合计持有公司股份数 量的 37.79%，占公司总股本的 5.50%。 公司于 2025 年 3 月 4 日收到控股股东李金阳女士的通知，李金阳女士将其 所持有的部分赤峰黄金股份办理了质押手续。现将具体事项公告如下： 一、本次股份质 ...

Investment Rating - The investment rating for the company is 5.4, based on operational performance, industry outlook, valuation, and market sentiment [8][11]. Core Insights - The company, Chifeng Jilong Gold Mining Co., Ltd., is a rapidly growing international gold producer with a significant increase in gold production from 2021 to 2023, achieving a compound annual growth rate (CAGR) of 33.1% [1]. - The company ranks fifth among Chinese gold producers in terms of gold resources and production, and it has a strong presence in overseas markets, with 76.9% of its gold production and 71.9% of its revenue coming from international operations in 2023 [1]. - The company's revenue for 2023 was 72.2 billion yuan, with a gross margin of 32.6% and a net profit of 8.0 billion yuan [2]. Company Overview - Chifeng Jilong Gold operates six gold and multi-metal mines across China, Laos, and Ghana, and is recognized as the fastest-growing major gold producer in China [1]. - The company has maintained operational efficiency above the global average, with all-in sustaining costs in the first quartile domestically and the second quartile internationally [1]. Financial Performance - The company's revenue has shown a year-on-year growth of 17.8% for the nine months ending September 30, 2024, driven by an increase in average selling price from 421.3 yuan/gram to 495.7 yuan/gram [2]. - The net profit for the same period is projected to increase by 143.7% due to higher sales volumes and rising gold prices [2]. Industry Outlook - Global gold demand is expected to grow at a CAGR of 0.8% from 2024 to 2028, with central bank demand growing the fastest at 6.9% [3]. - In China, gold demand is projected to increase from 35.7 million ounces in 2024 to 37.4 million ounces by 2028, with a CAGR of 1.1% [3]. - The global gold supply is anticipated to grow at a CAGR of 1.1% during the same period, while China's supply is expected to grow at 3.0% [3]. Advantages and Opportunities - The company is the largest private gold producer in China, with a strong growth trajectory in production and revenue [5]. - It has a proven track record in identifying and executing mergers and acquisitions, enhancing its global presence [5]. - The management team possesses extensive experience in the gold industry, contributing to operational excellence [5]. IPO Details - The IPO price range is set between 13.72 and 15.83 HKD, with a total market capitalization estimated at 256.50 to 295.95 billion HKD post-IPO [11]. - The net proceeds from the IPO will be allocated primarily for upgrading existing mines and acquiring quality mining assets [10].

关于刊发H股招股说明书、H股发行价格区间及 H股香港公开发售等事宜的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 证券代码：600988 证券简称：赤峰黄金 公告编号：2025-012 赤峰吉隆黄金矿业股份有限公司 https://www1.hkexnews.hk/listedco/listconews/sehk/2025/0228/2025022800056. pdf 公司 H 股招股说明书根据香港联交所、香港证券及期货事务监察委员会的 相关规范及要求而刊发，其包含的部分内容可能与公司先前根据中国法律法规 准备或者刊发的相关文件存在一定的差异，包括但不限于该招股说明书中包含 的根据国际会计准则编制的会计师报告，境内投资者应当参阅公司在境内的报 纸及监管机构指定的信息披露网站的相关信息和公告。 需要特别说明的是，本公告仅为A股投资者及时了解公司相关信息而作出。 本公告以及本公司刊登于香港联交所网站的 H 股招股说明书均不构成也不得视 作对任何境内个人或实体收购、购买或认购公司任何证券的要约或要约邀请。 赤峰吉隆黄金矿业股份有限公司（以下简称"公司"）正 ...

Investment Rating - The report gives a "Buy" rating for Chifeng Jilong Gold Mining Co., Ltd. (600988.SH) [1] Core Views - The company is positioned as a high-quality gold mining enterprise with a strong growth trajectory, benefiting from its cost advantages and increasing gold production [8][9] - The report anticipates a continued upward trend in gold prices driven by macroeconomic factors, including U.S. government debt risks and central bank gold purchases [9][56] Summary by Sections 1. Continuous Advancement of an International Gold Mining Company - Chifeng Jilong Gold Mining Co., Ltd. operates in gold and non-ferrous metal mining, with a comprehensive industry chain from exploration to mining and processing [17] - The company has a significant resource advantage with a total gold resource of 1.27 billion tons and 454 tons of gold metal resources as of 2023 [37] - The company's gold business generated 63.22 billion yuan in revenue in 2023, accounting for over 87% of total revenue [22] 2. Rich Gold Mining Resources and Growth Potential - The company has a robust domestic gold mining portfolio and is expanding its overseas projects, particularly in Laos and Ghana [51] - The domestic gold mines are located in key mineralization belts with high-grade ore and significant exploration potential [38] 3. Clear Long-term Trends with Expected Gold Price Increases - The report highlights that the uncertainty of U.S. policies under the Trump administration may enhance gold's safe-haven appeal, supporting its price [60] - Central banks are expected to continue purchasing gold, further solidifying its status as a hard currency [9][56] 4. Profit Forecast and Investment Recommendations - The company is projected to achieve revenues of 91.02 billion yuan, 106.19 billion yuan, and 114.04 billion yuan for 2024, 2025, and 2026, respectively [9] - Corresponding net profits are expected to be 17.86 billion yuan, 21.23 billion yuan, and 23.02 billion yuan for the same years [9]

Investment Rating - The report gives a "Buy" rating for Chifeng Jilong Gold Mining Co., Ltd. (600988.SH) [1] Core Views - The company is positioned as a high-quality gold mining enterprise with a strong growth trajectory, benefiting from rising gold prices and cost advantages [9][8] - The company has a robust gold production capacity and a significant increase in gold reserves, with a focus on both domestic and international projects [37][51] - The report anticipates continued upward trends in gold prices due to macroeconomic factors and central bank gold purchases [56][60] Summary by Sections 1. Continuous Advancement of International Gold Mining Enterprises - Chifeng Jilong Gold Mining Co., Ltd. operates in gold and non-ferrous metal mining, with a fully integrated industry chain [17] - The company has a strong management team with extensive experience in mining and resource management [18] - The company's revenue reached 72.21 billion yuan in 2023, with gold business revenue accounting for over 87% [22] 2. Rich Gold Resources and Growth Potential - The company holds 1.27 billion tons of gold resources, with a metal resource amount of approximately 454 tons [37] - Domestic mining operations are concentrated in high-grade gold mines, while overseas projects are expanding [38][51] 3. Clear Long-term Trends and Rising Gold Prices - The report suggests that the weakening of the US dollar credit system will support the upward trend in gold prices [56] - Central banks are expected to continue purchasing gold, further enhancing gold's status as a reserve asset [60] 4. Profit Forecast and Investment Recommendations - The company is projected to achieve revenues of 91.02 billion yuan in 2024, with net profits of 17.86 billion yuan [9] - The report emphasizes the company's high profitability and cost advantages, recommending a "Buy" rating based on these factors [9]

赤峰吉隆黄金矿业股份有限公司 关于2024年度部分财务数据的自愿性披露公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 赤峰吉隆黄金矿业股份有限公司（以下简称"公司"）正在进行发行境外上 市股份（H股）并在香港联合交易所有限公司主板挂牌上市（以下简称"本次发 行上市"）的相关工作。根据本次发行上市需要，公司将在H股招股说明书披露 2024年度部分财务数据，为保障投资者公平获得相关信息，公司自愿性披露相关 财务数据和指标如下。 单位：人民币万元 | 流动资产 | | | | --- | --- | --- | | | 2024/12/31（未经审计） | 2023/12/31 | | 货币资金 | 274,744.24 | 166,228.34 | | 交易性金融资产 | 999.90 | 1,690.95 | | 衍生金融资产 | 525.18 | 1,347.00 | | 应收账款 | 58,716.57 | 51,321.32 | | 预付款项 | 27,648.46 | 8,394.42 | | 其他应收款 | 9, ...

赤峰吉隆黄金矿业股份有限公司（以下简称"公司"）于 2024 年 3 月 29 日 召开的第八届董事会第二十六次会议和 2024 年 4 月 19 日召开的 2023 年年度股 东大会分别审议通过《关于 2024 年度融资总额度的议案》《关于 2024 年度对外 担保总额度的议案》，同意公司及合并范围内子公司 2024 年度融资的总额度（指 融资余额）不超过人民币 50 亿元，包括流动资金贷款、项目贷款、贸易融资、 并购贷款等，不含非公开发行股份等股权型再融资及公司债券、在银行间市场发 行短期融资券、中期票据等债务融资工具。为保障 2024 年度公司及合并范围内 子公司融资、投资、项目合作等事项顺利、高效实施，拟由公司为子公司提供担 保或子公司之间互相提供担保，担保方式包括但不限于连带责任保证、子公司股 权质押、资产抵押等，上述各项担保总额不超过人民币 50 亿元。上述授权有效 期自公司股东大会审议通过之日起，至公司 2024 年度股东大会召开日止，该等 授权额度在授权范围及有效期内可循环使用。 证券代码：600988 证券简称：赤峰黄金 公告编号：2025-010 赤峰吉隆黄金矿业股份有限公司 关于为子公司 ...