Group 1 - The core point of the article highlights the performance and holdings of the Invesco Great Wall State-Owned Enterprise Value Mixed A Fund, which has a recent net value of 1.3060 yuan and has experienced a weekly return of -3.04% [1] - The fund was established on May 30, 2023, and as of June 30, 2025, it has a total scale of 295 million yuan [1] - The top ten stock holdings of the fund include Zijin Mining, China Mobile, Shenhuo Co., Tencent Holdings, China National Offshore Oil, Chuan Yi Co., Sinopharm Holdings, Zhuhai Smelter Group, Yun Aluminum, and CRRC Corporation, with a combined holding percentage of 52.32% [1] Group 2 - The fund has achieved a return of 8.78% over the past three months and 8.37% year-to-date [1]

最近三个交易日，30日-1日，紫金矿业分别获融资买入2.90亿元、4.32亿元、1.37亿元。 8月1日，沪深两融数据显示，紫金矿业获融资买入额1.37亿元，居两市第102位，当日融资偿还额2.25亿 元，净卖出8750.89万元。 融券方面，当日融券卖出15.32万股，净卖出12.21万股。 ...

Group 1 - The Ministry of Finance and the State Taxation Administration announced the resumption of VAT on interest income from newly issued government bonds, local government bonds, and financial bonds starting from August 8 [1] - The Hong Kong High Court ruled that Zong Fuli cannot withdraw or transfer any assets from the bank account of Jianhao Venture Capital Limited until the litigation results are finalized [1] - The U.S. non-farm payrolls increased by only 73,000 in July, the lowest in nine months, significantly below the expected 110,000, indicating a rapid slowdown in the labor market [1] Group 2 - The central bank emphasized the implementation of a moderately loose monetary policy and enhancing the effectiveness of monetary policy measures [2] - The National Development and Reform Commission plans to accelerate the establishment of new policy financial tools to support private enterprises in major national projects [2] - The Supreme Court issued judicial interpretations on labor disputes, clarifying that agreements not to participate in social insurance are invalid [2] Group 3 - The Ministry of Finance reported six typical cases of local government hidden debt, with Xiamen, Chengdu, and Wuhan East Lake New Technology Development Zone adding hidden debts of 68.396 billion, 61.408 billion, and 10.385 billion respectively [3] Group 4 - The A-share market experienced a decline, with the Shanghai Composite Index falling by 0.37% to 3559.95 points, and the total trading volume for the day was 1.62 trillion [4] - The Hong Kong Hang Seng Index closed down 1.07% at 24507.81 points, marking four consecutive days of decline [5] Group 5 - The Hong Kong Stock Exchange published a consultation summary on optimizing IPO pricing and public market regulations, allowing a reduction in the minimum allocation ratio for IPO book-building from 50% to 40% [5] - The Shanghai Stock Exchange clarified that pre-application consultation is not a mandatory procedure for project acceptance [5] Group 6 - In the electric vehicle sector, July delivery figures showed significant growth for several companies, with Leap Motor surpassing 50,000 deliveries for the first time [9] - The Ministry of Industry and Information Technology issued a digital transformation implementation plan for the machinery industry, aiming for 50% of enterprises to reach a maturity level of two or above by 2027 [10] Group 7 - The State Administration of Foreign Exchange outlined key tasks for foreign exchange management, emphasizing the need for macro-prudential management of cross-border capital flows [21] - The onshore RMB closed at 7.2106 against the USD, down 176 basis points from the previous trading day [21]

Core Viewpoint - Zijin Mining's stock price increased by 0.57% to 19.26 yuan as of August 1, 2025, reflecting positive market sentiment and operational developments [1] Group 1: Company Overview - Zijin Mining primarily engages in the exploration, mining, and smelting of mineral resources such as gold, copper, and zinc, establishing itself as a leading global mining group [1] - The company operates in multiple countries and regions, holding a significant position in the non-ferrous metals industry [1] Group 2: Recent Developments - Zijin Mining announced that the mining lease for the Akyem gold mine in Ghana has been ratified by the Ghanaian Parliament, and the company has completed the remaining payment of 100 million USD for the acquisition [1] - The Akyem gold mine has a resource volume of 54.4 tons, with expectations for further resource expansion and production increase in the future [1] Group 3: Financial Performance - In the first quarter, Zijin Mining achieved a net profit attributable to shareholders of 10.167 billion yuan [1] Group 4: Market Activity - On August 1, 2025, the net inflow of main funds into Zijin Mining was 48.6823 million yuan, while there was a net outflow of 242 million yuan over the past five days [1]

| 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: 紫金礦業集團股份有限公司 | | | | | | | | | 呈交日期: | 2025年8月1日 | | | | | | | | I. 法定/註冊股本變動 | | | | | | | | | 證券代號 說明 | (如上市) 601899 | | | | | | | | 法定/註冊股份數目 面值 | | | | 法定/註冊股本 | | | | | 上月底結存 20,591,232,240 RMB | | 0.1 RMB | | | 2,059,123,224 | | | | 增加 / 減少 0 | (-) | RMB | | | | 0 | | | 20,591,232,240 RMB 本月底結存 | | 0.1 RMB | | | ...

证券代码：601899 股票简称：紫金矿业 编号：临 2025-064 紫金矿业集团股份有限公司 关于加纳Akyem金矿采矿租约获得加纳议会追认的公告 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。 紫金矿业集团股份有限公司（以下简称"公司"）旗下加纳 Akyem 金矿（以 下简称"阿基姆金矿"）近日获悉，加纳议会已审议并追认其于 2024 年 9 月获得 加纳国土与自然资源部批准的东部、西部的采矿租约，有效期分别至 2037 年 1 月 租约范围内。 根据公司与原业主 Newmont Corporation 签署的《股份收购协议》，本次交易 总价 10 亿美元，分两期支付：首期 9 亿美元在交割时支付，剩余 1 亿美元在东部 采矿租约获得加纳议会批准后支付。2025 年 4 月 16 日，本次交易完成交割，经对 现金、运营资金等调整后，实际支付首期款 8.88 亿美元；鉴于余款支付条件已成 就，公司已于 2025 年 7 月 31 日向 Newmont Corporation 付清剩余 1 亿美元。 阿基姆金矿为在产项目，自 ...

Core Insights - Cangge Mining reported a significant increase in revenue and net profit for the first half of 2025, with revenue reaching 1.678 billion yuan and net profit of 1.8 billion yuan, marking a year-on-year growth of 38.8% [1] Group 1: Business Performance - The company’s main business includes the production and sales of potassium chloride and lithium carbonate, which are widely used in agriculture, new energy vehicles, energy storage, and consumer electronics [1] - Cangge Mining achieved a potassium chloride production of 485,200 tons and sales of 535,900 tons in the first half of the year, fulfilling 48.52% and 56.41% of its annual targets respectively [2] - The average selling price of potassium chloride (including tax) was 2,845 yuan per ton, a year-on-year increase of 25.57%, while the average sales cost was 996 yuan per ton, a decrease of 7.36%, leading to a revenue increase of 1.399 billion yuan for the potassium chloride business, up 24.6% year-on-year [2] Group 2: Strategic Developments - The controlling shareholder of Cangge Mining changed to Zijin International Holdings, a subsidiary of Zijin Mining Group, which is expected to enhance the company's resource development capabilities and efficiency [1] - The company is focused on mining resources in Qinghai and Tibet, aiming to become a leading international mining group by leveraging its cost control capabilities in potassium and lithium resource development [1] Group 3: Copper Investment Impact - Cangge Mining's investment in Jilong Copper significantly contributed to its net profit growth, with Jilong Copper achieving a copper production of 92,800 tons and revenue of 7.562 billion yuan, resulting in an investment income of 1.264 billion yuan for Cangge Mining, a year-on-year increase of 47.82% [4] - The second phase of Jilong Copper's mining project is expected to be completed by the end of 2025, which will increase annual copper production capacity to 300,000 to 350,000 tons, laying a solid foundation for future performance growth [4] Group 4: Market Outlook - The price trends for potassium chloride in the second half of the year will depend on global food security policies, energy price fluctuations, and geopolitical factors affecting logistics [2][5] - Factors such as accelerated global decarbonization, infrastructure investments, and supply constraints in major copper-producing countries are expected to support copper demand and potentially lead to price increases [5]

Akyem金矿全部资源、储量及生产设施均在东部采矿租约范围内。 2024年10月9日，紫金矿业首次公告披露，公司及境外全资子公司金源国际控股有限公司（下称"金源国 际"）当天与全球最大黄金生产商纽蒙特、纽蒙特全资子公司Newmont Golden Ridge Ltd签署《股份收购 协议》。根据协议，金源国际拟出资10亿美元（约合人民币70.71亿元），收购纽蒙特所持有的标的公 司100%股权。标的公司拥有加纳Akyem金矿项目100%权益。 随后的2025年4月16日，紫金矿业宣布上述交易完成交割。 紫金矿业最新提到，根据公司与原业主Newmont Corporation签署的《股份收购协议》 ，本次交易总价 10亿美元，分两期支付，首期9亿美元在交割时支付，剩余1亿美元在东部采矿租约获得加纳议会批准后 支付。 在此前4月16日交易完成交割之际，经对现金、运营资金等调整后，紫金矿业实际支付首期款8.88亿美 元。紫金矿业最新称，鉴于余款支付条件已成就，公司已于2025年7月31日向Newmont Corporation付清 剩余1亿美元。 中国矿业巨头紫金矿业（601899.SH/2899.HK）8月1日晚间 ...

8月1日，紫金矿业发布公告，加纳议会已审议并追认，阿基姆金矿于2024年9月获加纳国土与自然资源 部批准的东部、西部的采矿租约，有效期分别至2037年1月18日、2030年1月18日。阿基姆金矿全部资 源、储量及生产设施均在东部采矿租约范围内。 去年10月9日，公司公告出资10亿美元，收购纽蒙特持有的加纳阿基姆金矿（Akyem）项目100%权益， 今年4月16日，项目完成交割。根据协议，10亿美元分两期支付，9亿美元在交割时支付，剩余1亿美元 在东部采矿租约获得加纳议会批准后支付。经对现金、运营资金等调整后，首期款实际支付8.88亿美 元，7月31日，公司向纽蒙特付清剩余1亿美元。 ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 紫金矿业(601899.SH)公告称，公司旗下加纳Akyem金矿采矿租约获加纳议会追认，有效期分别至2037年1月18日、2030年1月18日。该金矿为在产 项目，自交割以来运行平稳，并购当年即可为公司贡献产量和利润。公司将通过多种方式提升项目资源储量、服务年限和黄金产量，为黄金板块 业务持续增长提供支撑。 ...