公开信息显示，截至2024年年底，联合黄金拥有金资源量533吨，平均品位1.48克/吨。联合黄金2023年 和2024年分别产金10.7吨和11.1吨，预计2025年产金量为11.7吨至12.4吨。随着Sadiola项目改扩建及 Kurmuk项目建成投产，预计2029年产金量将提升至25吨。 紫金矿业方面表示，此次收购将有效强化公司在非洲的资源联动体系。马里Sadiola金矿、科特迪瓦金矿 综合体与加纳阿基姆金矿相邻，将形成强协同效应，助力公司进一步深耕西非重要黄金成矿带；埃塞俄 比亚Kurmuk项目与厄立特里亚碧沙锌（铜）矿临近，东非区位联动优势显现。本次收购将快速补强公 司黄金板块的非洲布局，持续优化公司全球资源配置。 （文章来源：中国经营报） 1月26日，紫金矿业（601899.SH、02899.HK）发布公告称，其控股子公司紫金黄金国际（02259.HK） 与在多伦多、纽约两地上市的联合黄金（Allied Gold Corporation，股票代码：AAUC）签署《安排协 议》，拟以44加元/股的现金价格，收购联合黄金全部已发行的普通股，交易对价共计约55亿加元（约 合人民币280亿元）。 联合黄金的 ...

摩根大通发表研报指，紫金矿业管理层在投资者会议上表示，新管理团队由内部培养，战略方向及重点 保持不变，仍以扩充铜及黄金资源为目标。另外，目前的产量指引存在上行风险，公司正制定新一轮指 引。整体采矿成本呈上升趋势，但仍受控，而海外税款及特许权费用在金属价格高企时可能出现变动。 该行对公司产量增长的观点转趋更为正面。除商品价格强劲走势外，预期以合理价格进行的新并购，以 及未来3至5年产量指引的更新，将成为股份的正面催化剂。该行维持紫金矿业H股目标价48港元、A股 目标价45元，均予"增持"评级，并继续列为基础材料板块中的首选。 ...

消息面上，据新华社报道，美国总统特朗普22日周四在总统专机"空军一号"上对媒体表示，美国正调集 重兵前往伊朗，许多舰艇正在向伊朗行进。此外，特朗普24日威胁将对加拿大商品征收100%的关税， 美国与加拿大的紧张关系也面临加剧。受避险情绪影响，现货黄金首次突破5000美元/盎司。上期所沪 银主力合约触及涨停，报28226元/千克，现涨幅为17.0%。 国联民生（601456）证券认为，全球地缘紧张局势升温，贵金属避险情绪提升，价格继续上行。长期来 看央行购金+美元信用弱化主线持续，继续看好金价上行。白银兼具工业和金融属性，光伏用银需求持 续，看好工业需求提振带来白银补涨行情。 黄金股延续近期涨势，截至发稿，赤峰黄金（600988）(06693)涨7.19%，报42.66港元；中国白银集团 (00815)涨7.35%，报0.73港元；灵宝黄金(03330)涨6.09%，报25.78港元；紫金矿业（601899）(02899)涨 5.74%，报42.74港元；山东黄金（600547）(01787)涨5.2%，报48.54港元。 山东黄金 赤峰黄金 紫金矿业 山东黄金 赤峰黄金 紫金矿业 分时图 日K线 周K线 月K ...

不过，联合黄金的财务状况并不理想。数据显示，2023年、2024年，联合黄金净利润分别亏损1.92亿美 元、1.20亿美元。2025年前三季度，净利润转正为0.17亿美元。 对此，紫金矿业在公告中表示，本次收购可以强化公司在非洲的资源联动体系，补强公司黄金板块的非 洲布局。同时，紫金黄金国际的资产规模、盈利水平也将进一步提升。 据悉，作为紫金矿业旗下专注海外黄金业务的平台，紫金黄金国际已进入全球前五大黄金上市公司。此 次交易完成后，紫金黄金国际资产布局将拓展至12个国家的12座大型金矿。 受消息提振，27日港股开盘，紫金黄金国际股价快速冲高，一度涨近19%；紫金矿业A、H股亦同步跟 涨。 除上述收购外，紫金系还在2025年完成加纳阿基姆金矿、哈萨克斯坦瑞果多金矿交割，实现规模扩容。 数据显示，2025年其境外9座矿山合计产金超55吨，占紫金矿业当年矿产金总量的比例超61%。 1月26日晚间，紫金矿业发布收购公告，宣布控股公司紫金黄金国际已与联合黄金签署协议，拟以44加 元/股的现金价格收购联合黄金全部已发行的普通股，收购对价共计约55亿加元，约合人民币280亿元。 资料显示，联合黄金是一家总部位于加拿大的黄金 ...

黄金价格一飞冲天的当下，中国矿企继续在全球"买买买"。26日晚间，紫金矿业发布公告，旗下紫金黄 金国际拟以44加元/股的现金价格收购加拿大联合黄金全部已发行的普通股，收购对价约合人民币280亿 元。今天早盘，紫金矿业A股、H股均大涨超6%。紫金矿业表示，联合黄金旗下项目均为在产或即将投 产的大型露天开采金矿，并购当年即可贡献产量与利润，整体投资回报期短，经济效益显著。近两年， 紫金矿业已多次出手买矿，标的包括美国纽蒙特公司旗下加纳阿基姆金矿项目、哈萨克斯坦Raygorodok 金矿项目。除紫金矿业外，洛阳钼业、江西铜业等也在海外积极购矿。矿产资源是工业的"粮食"，对国 家经济安全至关重要。中国矿企积极"出海"，一方面有助于企业扩大资源储备，另一方面也在提升我国 在国际矿产市场的话语权。 ...

朋友们中午好，我是帮主郑重，做20年财经记者专做中长线投资，早盘行情是不是看懵了？沪指微涨 0.03%，创业板指飘红0.44%，但全市场超3700只个股下跌，一半以上的朋友可能都在亏钱，可黄金、 半导体却涨疯了，湖南黄金、紫金矿业创历史新高，东芯股份直接20cm涨停，这就是典型的结构性行 情，资金全往有硬逻辑的赛道挤！ 再分享个实操小技巧，也是我多年来坚守的原则：结构性行情里，别追着热点乱换股，要么抱紧有长期 逻辑的龙头，要么耐心等回调布局，频繁操作反而容易两边挨打。就像黄金板块，虽然强势，但短期涨 太快，有持仓的朋友可以把止盈位设在5日均线，没持仓的别盲目追高，等回调到10日均线附近再考 虑；半导体赛道则可以关注研发投入高的龙头，比如天孚通信、中际旭创，它们跟着AI算力需求走， 中长期逻辑很通顺。 聊到这里，肯定有朋友问，午后到底该咋操作？帮主给大家三个明确的行动指令，简单好执行。第一， 对于黄金、半导体这些强势板块，有持仓的继续持有，设好止盈不贪心，没持仓的坚决不追高，宁可错 过也别做错，中长线有的是机会；第二，对于电池、白酒等弱势板块，没持仓的千万别抄底，有持仓的 如果基本面没改善，不如趁反弹减仓，把资 ...

Group 1 - The top 20 stocks with significant capital inflow as of January 27 include Zhongji Xuchuang (21.98 billion), Xinyi Sheng (14.06 billion), and Industrial Fulian (13.38 billion) [1] - Zhongji Xuchuang experienced a price increase of 5.61%, while Xinyi Sheng rose by 4.28% [2] - The highest capital inflow was observed in communication equipment sector stocks, with Zhongji Xuchuang and Xinyi Sheng leading [2][3] Group 2 - Other notable stocks with significant capital inflow include Tianfu Communication (10.69 billion, 8.86% increase) and Pingtan Development (9.34 billion, 9.99% increase) [1][2] - The banking sector saw a capital inflow of 4.90 billion into China Merchants Bank, with a modest price increase of 1.1% [3] - Emerging sectors such as new materials and software development also attracted capital, with stocks like Guomin Technology and Jiuqi Software showing notable inflows [3]

Market Overview - A-shares showed a rebound after hitting a low, with the ChiNext Index and Shanghai Composite Index turning positive after earlier declines [1] - The total market turnover for the half-day was 1.89 trillion yuan, a decrease of 325.2 billion yuan compared to the previous trading day, with over 4,400 stocks declining [1] Index Performance - Shanghai Composite Index: 4134.03 (+1.43, +0.03%) [2] - Shenzhen Component Index: 14262.96 (-53.67, -0.37%) [2] - ChiNext Index: 3333.91 (+14.76, +0.44%) [2] - Total A-shares: 6815.06 (-31.46, -0.46%) [2] Precious Metals Sector - The precious metals sector saw a rebound, with China Gold achieving three consecutive trading limit increases and Hunan Gold achieving two [3] - Hunan Silver quickly turned positive after previously hitting the trading limit [3] Precious Metals Prices - Global precious metals market experienced significant fluctuations, with gold prices reaching approximately $5070 per ounce and silver prices at $111 per ounce [5] - The report from Huawen Futures suggests that the investment attributes of gold and silver may strengthen due to the weakening of the US dollar's credibility [5] CPO Concept Performance - The CPO concept stocks performed actively, with Yuanjie Technology rising over 10% to reach a historical high, and Huilv Ecology hitting the trading limit [5] - A report indicated that the revenue from the data communication optical module market is expected to exceed $18 billion by 2025, driven by AI [5] Storage Chip Sector - The storage chip sector also showed strong performance, with Puran shares rising over 12% to a new high and Hengsuo shares increasing over 10% [6] - Samsung Electronics announced a price increase of over 100% for NAND flash memory supply in Q1, significantly exceeding market expectations [6] Commercial Aerospace Sector - The commercial aerospace sector rebounded, with Electric Science Chip (600877) hitting the trading limit and Western Materials also reaching the limit [7] - Zijin Mining's trading volume reached 20 billion yuan, with a 4.03% increase, bringing its market value to over 1.2 trillion yuan [7] Zijin Mining Acquisition - Zijin Mining announced an agreement to acquire Allied Gold Corporation at a cash price of 44 Canadian dollars per share, totaling approximately 5.5 billion Canadian dollars, equivalent to about 28 billion yuan [8]

Market Overview - The market experienced a rebound after an initial drop, with the ChiNext Index turning positive after falling over 1%. By the end of trading, the Shanghai Composite Index rose by 0.03%, the Shenzhen Component Index fell by 0.37%, and the ChiNext Index increased by 0.44% [1]. Sector Performance - Precious metals continued to show strength, with China Gold achieving three consecutive trading days of gains and Hunan Gold achieving two consecutive days of gains [2]. - Semiconductor equipment stocks rebounded, with Chipone Technology rising nearly 14%, and both Aisheng Integration and Shenghui Integration hitting the daily limit [3]. - The CPO (Continuous Positive Airway Pressure) concept was active, with Yuanjie Technology rising over 10% to reach a historical high, and Huilv Ecology hitting the daily limit [4]. - The superhard materials sector strengthened, with Huanghe Whirlwind hitting the daily limit [5]. - Conversely, the battery supply chain saw a collective decline, with Tianji Co. hitting the daily limit down [6]. Trading Volume and Activity - The total trading volume in the Shanghai and Shenzhen markets for the half-day was 1.87 trillion yuan, a decrease of 367.4 billion yuan compared to the previous trading day [7]. - Notable individual stock trading volumes included Zijin Mining with over 21.1 billion yuan, followed by Zhongji Xuchuang, BlueFocus, and Xinye Sheng with significant trading volumes [7]. Top Gainers - The top gainers included: - Sanliang Nian with a rise of 4.68% and a trading volume of 21.17 billion yuan [8] - Zhongji Xuchuang with a rise of 5.61% and a trading volume of 17.95 billion yuan [8] - BlueFocus with a rise of 6.22% and a trading volume of 13.73 billion yuan [8] - Xinye Sheng with a rise of 4.28% and a trading volume of 12.42 billion yuan [8] - Tianfu Communication with a rise of 8.86% and a trading volume of 9.86 billion yuan [8]

Group 1 - The Hang Seng Index rose by 1.07%, gaining 287 points, while the Hang Seng Tech Index increased by 0.20%. The early trading volume in Hong Kong stocks reached HKD 134.8 billion [1] - Zijin Mining (02899) surged over 4% as it plans to acquire African gold mines for HKD 28 billion, while Zijin Gold International (02259) rose by 10.63% [1] - Anta Sports (02020) increased by 1.38% after announcing a plan to acquire a 29.06% stake in Puma for EUR 1.5 billion [1] - Zhaoyi Innovation (03986) saw a rise of over 5%, with all storage products experiencing price increases, and the company expects a 46% year-on-year growth in net profit for the year [1] - GDS Holdings (09698) rose over 6% due to high demand for AI computing power driving data center growth [1] - Bilibili (09626) increased by nearly 5%, with AI applications becoming the core driver of advertising revenue growth for the platform [1] - Conant Optical (02276) surged over 4% to reach a new high, planning a discounted share placement to raise nearly HKD 1.4 billion for XR-related production lines and R&D [1] - ASMPT (00522) rose over 5% as the company plans to divest its SMT business, which Citigroup believes will help unlock company value [1] - Harbin Electric (01133) jumped 7% after a profit warning, expecting net profit attributable to shareholders to reach approximately HKD 2.65 billion by 2025 [1] - Aidi Kang Holdings (09860) surged over 27% following a report from Jefferies highlighting the company's strategic positioning in AI medical diagnostics and its significant acquisition of Crown Bioscience [1] Group 2 - Wangshan Wangshui-B (02630) briefly rose over 11% to a new high, with research indicating that VV116 has potential therapeutic effects against Nipah virus [2] Group 3 - Yijun Group Holdings (02442) experienced a high-level retreat of over 39%, with its stock price having previously surged 4.4 times within two months of resuming trading [3] - Junda Co., Ltd. (02865) fell over 11%, as the company stated that its recent ventures are still in the technical exploration phase [3]