Core Viewpoint - Zijin Mining plans to acquire Allied Gold Corporation for CAD 5.5 billion (approximately RMB 28 billion) at a price of CAD 44 per share, amid rising gold prices [1][3]. Group 1: Acquisition Details - The acquisition price represents a premium of approximately 5.39% over the closing price of CAD 41.75 per share on January 23, and an 18.95% premium over the weighted average price of CAD 36.99 over the previous 20 trading days [5]. - Allied Gold Corporation, headquartered in Canada, focuses on gold exploration and mining, with total assets of USD 1.685 billion as of 2024 [3]. - The company has core assets including the Sadiola gold mine in Mali, the Côte d'Ivoire gold complex, and the Kurmuk gold mine in Ethiopia, which is expected to commence production in the second half of 2026 [3][4]. Group 2: Financial Performance - Allied Gold reported losses of USD 192 million in 2023 and USD 120 million in 2024, but achieved a net profit of USD 17 million in the first three quarters of 2025 [4][5]. - The company's total assets increased from USD 9.56 billion in 2023 to USD 16.85 billion in 2025, while total liabilities rose from USD 5.75 billion to USD 12.66 billion, resulting in a debt-to-asset ratio of 75% as of September 30, 2025 [5]. Group 3: Strategic Implications - The acquisition is expected to enhance Zijin Mining's resource linkage system in Africa and expand its asset layout to 12 countries with 12 large gold mines, significantly improving its asset scale, profitability, and global industry position [6]. - This acquisition follows Zijin Mining's previous investments in overseas mineral assets, including the acquisition of the Akyem gold mine project in Ghana for USD 1 billion and the Raygorodok gold mine project in Kazakhstan [6].

中银国际发表报告指，紫金黄金国际已同意以每股44加元的价格收购联合黄金公司所有已发行股份，总 对价为55亿加元。联合黄金公司在非洲拥有六项采矿权和五项勘探权。截至2024年底，该公司已探明和 指示的黄金资源量为488吨，已探明和概略的黄金储量为337吨。此次收购将使紫金黄金的已探明和概略 储量增加36%，2029年的黄金产量增加43%。此外，此次收购还将与紫金黄金在加纳的现有矿山产生协 同效应。该行维持对紫金黄金国际的"持有"评级和对紫金矿业的"买入"评级不变。 ...

Group 1 - Company Sanwei Communication announced a partnership to establish a private equity fund with a total investment of 114 million yuan, with the company contributing 25 million yuan, focusing on high-tech industries such as smart manufacturing and new energy [1] - Zijin Mining plans to acquire 100% of Allied Gold Corporation for approximately 280 billion yuan, with core assets including gold mines in Mali and Ivory Coast, and an expected increase in gold production to 25 tons by 2029 [2] - Haike New Source signed a long-term cooperation agreement with BYD Lithium Battery to supply at least 100,000 tons of solvents annually for three years [3] Group 2 - China Aluminum International reported a new contract total of 468.36 billion yuan for 2025, a year-on-year increase of 51.94%, with significant growth in industrial and overseas contracts [4] - Jianxin Co. expects a net loss of 20 to 29 million yuan for 2025, compared to a profit of 19.37 million yuan in the previous year [5] - ST Dongjing anticipates a loss of 40 to 60 million yuan for 2025, an improvement from a loss of 73.45 million yuan in the previous year [6] Group 3 - Zhejiang Haideman plans to raise up to 1.517 billion yuan through a private placement for high-end machine tool projects [7] - Anlu Technology intends to raise up to 1.262 billion yuan for FPGA chip development projects [8][9] - AVIC Chengfei expects a net profit increase of 5.47% to 11.67% for 2025, projecting profits between 3.4 billion and 3.6 billion yuan [10] Group 4 - Hengtong Technology forecasts a net profit increase of 82.95% to 110.05% for 2025, with expected profits between 270 million and 310 million yuan [11] - Qingmu Technology anticipates a net profit increase of 30% to 50% for 2025, projecting profits between 118 million and 136 million yuan [13] - Zhongke Microelectronics expects a loss of 18 to 25 million yuan for 2025, marking a shift from profit to loss [14] Group 5 - Huashan Electric predicts a loss of 42 to 49.2 million yuan for 2025, compared to a loss of 26.77 million yuan in the previous year [15] - Qitian Technology expects a loss of 60 to 95 million yuan for 2025, an improvement from a loss of 214 million yuan in the previous year [16] - Sanyuan Gene announced a plan to reduce its shareholding by up to 2% [17] Group 6 - Zhongxing Junye forecasts a net profit increase of 134.32% to 173.37% for 2025, with expected profits between 300 million and 350 million yuan [18] - Shengshi Technology anticipates a net profit decrease of 50.26% to 64.55% for 2025, projecting profits between 62 million and 87 million yuan [19] - Lante Optical expects a net profit increase of 70.04% to 81.38% for 2025, with projected profits between 375 million and 400 million yuan [20] Group 7 - Dongfang Risen anticipates a loss of 2.3 to 2.9 billion yuan for 2025, compared to a loss of 3.436 billion yuan in the previous year [21] - Wandong Medical announced a change in leadership, electing Wang Jianguo as the new chairman [22] - Longsoft Technology expects a loss of 49 to 60 million yuan for 2025, with projected revenues between 148 million and 164 million yuan [23] Group 8 - Zongyi Co. forecasts a net profit increase of approximately 264.05% for 2025, with expected revenues of around 480 million yuan [24] - Sifang New Materials anticipates a loss of around 300 million yuan for 2025, with projected revenues of about 1 billion yuan [25] - Jiuding New Materials plans to acquire 100% of Jiuding New Energy for 39.51 million yuan [26] Group 9 - Kangyuan Pharmaceutical received approval for clinical trials of a new drug aimed at treating children's ailments [27] - Kaipu Testing announced plans for share reductions by its chairman and vice president [28] - Fengfan Co. intends to acquire 51% of Yanling Jiaye for 382.5 million yuan, with performance commitments for the next three years [29][30] Group 10 - Axin Security received a government subsidy of 6.8 million yuan [31] - Ge Microelectronics announced plans for a share reduction by a major shareholder [32] - ST Yingfit expects a loss of 24 to 31 million yuan for 2025, a reduction from a loss of 40.4 million yuan in the previous year [33] Group 11 - Fujilai forecasts a net profit increase of 282.17% to 296.8% for 2025, with expected profits between 62.7 million and 65.1 million yuan [34] - Huakong Saige anticipates a loss of 97 to 120 million yuan for 2025, a shift from a profit of 17.03 million yuan in the previous year [35] - Landun Optical expects a loss of 70 to 95 million yuan for 2025, compared to a profit of 6.49 million yuan in the previous year [36] Group 12 - ST Zhongji forecasts a loss of 35 to 55 million yuan for 2025, compared to a loss of 231 million yuan in the previous year [37] - Zhongsheng Pharmaceutical expects a profit of 260 to 310 million yuan for 2025, reversing a loss of 299 million yuan in the previous year [38] - Youkeshu reported a net loss of 13.85 million yuan for the first three quarters of 2025 [39] Group 13 - Haosheng Electronics anticipates a net profit decrease of 56.85% to 59.77% for 2025, projecting profits between 69 million and 74 million yuan [40] - Xiangyuan Cultural Tourism plans to withdraw from a low-altitude economic investment fund [41] - Guoen Co. has set a preliminary price range of 34 to 42 HKD for its H-share issuance [42]

格隆汇1月27日｜港股市场紫金矿业涨超7%报45.18港元，股价创历史新高；紫金黄金国际大涨19%报 248.6港元，亦创历史新高。 MACD金叉信号形成，这些股涨势不错！ 消息面上，紫金矿业昨晚公告称，公司控股的紫金黄金国际有限公司拟以44加元/股的价格，收购在多 伦多证券交易所和纽约证券交易所两地上市的Allied Gold Corporation(简称联合黄金)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）。联合黄金的核心资产包括在产的马里Sadiola金 矿、科特迪瓦金矿综合体（含Bonikro和Agbaou金矿），以及将于2026年下半年建成投产的埃塞俄比亚 Kurmuk金矿。截至2024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、2024 年分别产金10.7吨、11.1吨；预计2025年产金11.7~12.4吨；依托Sadiola项目改扩建及Kurmuk项目建成投 产，预计2029年产金将提升至25吨。 ...

责任编辑：栎树 港股频道更多独家策划、专家专栏，免费查阅>> 1月27日，港股市场紫金矿业涨超7%报45.18港元，股价创历史新高；紫金黄金国际大涨19%报248.6港 元，亦创历史新高。 消息面上，紫金矿业昨晚公告称，公司控股的紫金黄金国际有限公司拟以44加元/股的价格，收购在多 伦多证券交易所和纽约证券交易所两地上市的Allied Gold Corporation(简称联合黄金)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）。联合黄金的核心资产包括在产的马里Sadiola金 矿、科特迪瓦金矿综合体（含Bonikro和Agbaou金矿），以及将于2026年下半年建成投产的埃塞俄比亚 Kurmuk金矿。截至2024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、2024 年分别产金10.7吨、11.1吨；预计2025年产金11.7~12.4吨；依托Sadiola项目改扩建及Kurmuk项目建成投 产，预计2029年产金将提升至25吨。 ...

受到地缘政治紧张局势升级，特朗普关税政策、美联储独立性担忧、美国联邦政府关门等因素的综合作用，市场避 险情绪高涨，资金涌入黄金，推动国际金价逼近5100美元，A股和港股的贵金属板块延续强劲涨势。商业航天板块 继续调整，此前人民日报刊文称，我国商业航天当前困局包括发射工位紧张、资源受限、应用场景不足。 1月27日，A股震荡回升，三大股指盘初一度集体下跌，创业板、深成指跌超1%，随后温和上涨，创业板涨 0.45%。贵金属板块活跃，新能源电池产业链、电工电网、生物科技等板块纷纷下跌。港股震荡上涨，恒指涨1%， 恒科指盘初下跌之后，转涨，科网股涨跌不一，京东、百度跌超1%。有色金属继续走强，紫金黄金国际大涨 13%，此前，紫金矿业公告称，旗下紫金黄金国际拟斥资280亿元人民币（55亿加元），以44加元/股收购加拿大联 合黄金公司全部股权。债市方面，国债期货小幅上涨。商品方面，国内商品期货多数品种走低，沪银逆势涨超 6%，沪金涨超1%，铂金、钯金显著调整。核心市场走势： | 代码 | 名称 | 两日图 | 现价 | | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 0000 ...

据紫金矿业公告披露，本次收购价格较联合黄金在协议签署前一个交易日（1月23日）于多伦多证券交易所的收盘价溢价约5.39%，较其前20个交易日的加 权平均交易价格溢价约18.95%。公司表示，该价格系基于尽职调查、双方协商并参考全球同行业可比交易后确定。 收购标的联合黄金是一家在加拿大与美国两地上市的矿业公司，其核心资产为位于非洲的三处金矿项目：马里Sadiola金矿、科特迪瓦Bonikro和Agbaou金 矿，以及预计于2026年下半年投产的埃塞俄比亚Kurmuk金矿。公告引述的公开信息显示，截至2024年底，联合黄金拥有黄金资源量533吨；2024年实际产金 11.1吨，并预计2025年产金量介于11.7至12.4吨之间。 【环球网财经综合报道】2026年1月26日晚间，紫金矿业集团股份有限公司发布公告，宣布其控股子公司紫金黄金国际有限公司已与加拿大上市公司Allied Gold Corporation签署《安排协议》。根据协议，紫金黄金国际拟以每股44加元的现金价格，收购联合黄金全部已发行普通股，交易总对价约55亿加元（折 合人民币约280亿元）。 在发布收购公告的当日，紫金矿业A股股价盘中创出历史新高， ...

昨日盘中现货黄金一度升至5111.11美元/盎司，再创历史新高，虽之后有所回落，但今日涨势继续，目前价格维持在5065美 元附近；现货白银昨日一度升至117.7285美元/盎司，创历史新纪录，岁之后回落，但今日继续上涨，目前稳定在110美元上 方。 1月27日，A股市场多数黄金股继续强势，其中，湖南黄金涨停，中国黄金涨9%，豫光金铅涨近9%，晓程科技、招金黄金 涨超7%，盛达资源涨超6%，白银有色涨超5%。 值得注意的是，湖南黄金、豫光金铅、晓程科技、招金黄金、四川黄金、盛达资源、西部黄金、紫金矿业、铜陵有色、中 金黄金、湖南白银、山东黄金、山金国际、赤峰黄金、洛阳钼业盘中均创出历史新高。 股票频道更多独家策划、专家专栏，免费查阅>> | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 002155 | 湖南黄金 | 1 | 10.01 | 434亿 | 31.82 | | 600916 | 中国黄金 | 1 | 9.07 | 186亿 | 35.71 | | 600531 | 豫光金铅 | 1 | 8. ...

今天有色板块集体大涨，金铜矿龙头站上万亿市值，股价大涨5.17%，银矿龙头 涨停，有色掀起涨停潮，矿业 etf(561330)大涨6.23%。 今天还有一波资金，突然疯抢石油类资产。 今天原油龙头大涨6.66%，市值同样破万亿人民币，石油产业链小公司也跟着大涨。 买石油类公司的资金，我认为有两部分： 1. 一部分是前期踏空了有色金属理论上，美元不断贬值，有色能源都 今天有色板块集体大涨，金铜矿龙头站上万亿市值，股价大涨5.17%，银矿龙头 涨停，有色掀起涨停潮，矿业 etf(561330)大涨6.23%。 今天还有一波资金，突然疯抢石油类资产。 今天原油龙头大涨6.66%，市值同样破万亿人民币，石油产业链小公司也跟着大涨。 买石油类公司的资金，我认为有两部分： 1. 一部分是前期踏空了有色金属理论上，美元不断贬值，有色能源都会受益。 其他的商品有色股普遍大涨，但因为通胀问题，特朗普一直压制油价。 美联储主席换届在今年5月份，美国今年中期选举时间在11月份，在5月到11月份这段时间，特朗普对油价的态度 可能会有一些变化。 2.对有色仓位的保护有色公司最怕的就是美元加息或者通胀预期抬升，油价如果大涨，会有可能减缓 ...

1月27日，香港恒生指数开盘涨0.36%，恒生科技指数涨0.16%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | H2I | 恒生指数 | 26863.15c | 97.63 | 0.36% | | HSTECH | 恒生科技 | 5734.90 c | 8.91 | 0.16% | | HSBIO | 恒生生物科技 | 15672.09c | 40.25 | 0.26% | | HSCEI | 恒生中国企业指数 | 9173.20 c | 25.99 | 0.28% | | HSCI | 恒生综合指数 | 4136.29c | 1458 | 0.35% | 紫金矿业涨超4%。公司昨日晚间公告，1月26日，公司控股的紫金黄金国际有限公司与Allied Gold Corporation（简称 "联合黄金"） 签署《安排协议》，紫金黄金国际拟以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）。 联合黄金核心资产包括在产的马里Sadiola金矿、科特迪瓦金矿综合体（含Bonikr ...