Core Viewpoint - Zijin Mining (601899) announced the completion of control acquisition of Zangge Mining (000408) by its wholly-owned subsidiary Zijin International Holdings on April 30, 2025, holding a total of 411 million shares, accounting for 26.18% of Zangge Mining's total share capital [1] Group 1 - The acquisition is expected to facilitate the integration of high-quality resources and add potassium resource reserves [1] - The company aims to become a significant potassium salt producer through this acquisition [1] - The acquisition is anticipated to enhance the operational management efficiency of the Julong Copper Mine and accelerate the conversion of resource advantages into economic benefits [1]

Group 1 - The CSI Hong Kong-Shanghai-Shenzhen 500 upstream index reported a value of 2139.96 points, with a decline of 4.94% over the past month, 2.21% over the past three months, and 3.72% year-to-date [1] - The index is based on the comprehensive index samples of the Hong Kong-Shanghai-Shenzhen Stock Connect and the CSI 500 index, reflecting the overall performance of securities listed in the three regions [1] - The top ten holdings of the CSI Hong Kong-Shanghai-Shenzhen 500 upstream index include Zijin Mining (12.94%), China National Offshore Oil Corporation (12.58%), China Shenhua Energy (5.68%), and China Petroleum & Chemical Corporation (5.28%) [1] Group 2 - The industry composition of the CSI Hong Kong-Shanghai-Shenzhen 500 upstream index shows that oil and gas account for 33.27%, precious metals for 22.98%, coal for 18.64%, and industrial metals for 13.87% [2] - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2] - In case of special circumstances, temporary adjustments may be made to the index samples, including the removal of delisted companies and handling of mergers or acquisitions according to maintenance guidelines [2]

Core Viewpoint - Zijin Mining Group plans to restructure its overseas gold mining assets into its wholly-owned subsidiary, Zijin Gold International, and apply for a separate listing on the Hong Kong Stock Exchange to accelerate its internationalization process and enhance its gold business [1][2][4]. Group 1: Company Strategy - The restructuring will involve several world-class gold mines located in South America, Central Asia, Africa, and Oceania [2]. - The split listing is intended to maintain the stability of Zijin Mining's equity structure while broadening the international investor base for Zijin Gold International [2]. - The company aims to leverage a more international listing platform to strengthen its gold business and enhance competitiveness in overseas capital markets [2]. Group 2: Market Context - The announcement coincides with a rising gold price cycle, which is expected to facilitate the revaluation of the company's gold assets [4]. - Recent data indicates that global gold demand reached 1,206 tons in Q1 2025, a 1% increase year-on-year, with gold prices surpassing $3,000 per ounce [3]. Group 3: Production and Financial Performance - In Q1 2025, Zijin Mining's gold production increased by 13% year-on-year to 19.07 tons, with a target to produce 85 tons in 2025, up from 73 tons in the previous year [7]. - The company plans to achieve a gold production target of 100 to 110 tons by 2028 [7]. - For the fiscal year 2024, Zijin Mining reported a revenue of 303.64 billion yuan, a 3.49% increase, and a net profit of 32.051 billion yuan, a 51.76% increase [7].

Group 1 - Tianli Lithium Energy announced the termination of its acquisition of Jiangsu Damo Semiconductor Technology Co., Ltd. due to changes in objective circumstances, with both parties agreeing to handle post-termination matters amicably [1] - The termination reflects a more cautious approach to strategic investments in the current market environment, indicating good business reputation and risk management capabilities [1] - The impact of this event on Tianli Lithium Energy's operational performance and financial status is limited, with a focus on the company's future strategic layout and core business development [1] Group 2 - Zijin Mining plans to restructure its overseas gold mining assets under its wholly-owned subsidiary, Zijin Gold International, and apply for a separate listing on the Hong Kong Stock Exchange [2] - This strategic move aims to accelerate the internationalization of its gold segment and enhance overall company and shareholder value, although it is still in the preliminary planning stage and requires relevant approvals [2] - Successful implementation of this plan could broaden financing channels and strengthen the company's competitiveness in the international gold market [2] Group 3 - Tian Tie Technology announced the termination of the share transfer agreement with private equity funds, resulting in the continuation of its current controlling shareholders and actual controllers [3] - This event indicates increased uncertainty in equity transactions in the current market environment, with the company maintaining its internal stability [3] - The company needs to enhance communication with investors to maintain market confidence following the termination of the control change plan [3]

紫金矿业表示，分拆所涉资产全部为境外黄金矿山资产，在黄金定价逻辑发生重大变化以及价格大幅上涨的背景下，本次分拆上市预计将为公司与股东创造 更大价值。 4月30日，紫金矿业（601899）（SH601899，股价17.46元，市值4640亿元）公告称，其拟将下属境外黄金矿山资产重组至全资子公司紫金黄金国际有限公 司（以下简称"紫金黄金国际"）旗下，并申请将紫金黄金国际分拆至香港联交所主板上市。 紫金矿业的黄金资源量及产量位居全球前六，近五年矿产金产量年复合增长率达12%。 在南美洲，紫金矿业拥有哥伦比亚武里蒂卡金矿、苏里南罗斯贝尔金矿、圭亚那奥罗拉金矿及新并购的秘鲁阿瑞那铜金矿。 分拆可提升公司市值管理水平 紫金矿业称，本次拟重组整合至紫金黄金国际旗下的公司下属境外黄金矿山资产由多座世界级大型矿山组成，主要包括位于南美洲、中亚地区、非洲和大洋 洲的黄金矿山。 "相关重组工作目前尚在推进过程中。"紫金矿业表示。 本次分拆上市完成后，紫金矿业与紫金黄金国际将在资产、财务、机构、人员、业务等方面按法律法规要求致力保持独立。 紫金矿业称，目前公司董事会同意授权启动本次分拆上市的前期筹备工作，并在本次分拆上市方案制定完成 ...

证券代码：601899 股票简称：紫金矿业 编号：临 2025-041 紫金矿业集团股份有限公司 关于筹划境外子公司分拆上市的提示性公告 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。 重要内容及风险提示： 为加快紫金矿业集团股份有限公司（以下简称"公司"或"紫金矿业"） 黄金板块的国际化进程，打造全球一流的国际黄金上市企业，紫金矿业拟将下属 境外黄金矿山资产重组至中国香港的全资子公司紫金黄金国际有限公司（Zijin Gold International Company Limited，以下简称"紫金黄金国际"）旗下，并申 请将紫金黄金国际分拆至香港联合交易所有限公司（以下简称"香港联交所"）主 板上市（以下简称"本次分拆上市"）。 本次分拆上市有利于黄金资产价值重估和公司整体利益。本次分拆上市不 会影响紫金矿业对境外黄金资产的控制权，紫金黄金国际仍为紫金矿业合并报表 范围内的控股子公司；分拆所涉资产全部为境外黄金矿山资产，在黄金定价逻辑 发生重大变化以及价格大幅上涨的背景下，本次分拆上市预计将为公司与股东创 造更大价值。 紫 ...

证券代码：601899 证券简称：紫金矿业 编号：临 2025-042 关于为参股公司提供担保的实施公告 紫金矿业集团股份有限公司 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。 重要内容提示： 被担保人名称：西藏翔龙矿业有限公司（以下简称"翔龙矿业"） 紫金矿业集团股份有限公司（以下简称"公司"）参股公司翔龙矿业拟向 以中国农业银行股份有限公司西藏自治区分行作为牵头行，中国银行股份有限公 司日喀则分行、中国工商银行股份有限公司日喀则分行、西藏银行股份有限公司、 上海浦东发展银行股份有限公司拉萨分行、兴业银行股份有限公司拉萨分行、中 信银行股份有限公司拉萨分行、中国光大银行股份有限公司拉萨分行、中国民生 银行股份有限公司拉萨分行作为参团行组建的银团（以下简称"银团"），申请总 额不超过人民币（币种下同）64 亿元贷款。公司将为上述贷款中的 34 亿元提供连 带责任担保，担保期限不超过 15 年，其余贷款由翔龙矿业提供矿权抵押担保。 一、担保情况概述 根据公司于2024年5月17日召开的2023年年度股东会审议通过的《关于202 ...

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4月30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5月1日 I. 法定/註冊股本變動 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | | A 股份類別 | 於香港聯交所上市 (註1) | 否 | | | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 601899 | 說明 | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | 已發行股份總數 | | | 上月底結存 | | | 20,588,733,940 | 0 | | 20,588,733,940 | | 增加 / 減少 (-) | | | -64,316,000 | 64,316,000 | | | | 本月底結存 | | | 20,524,417,940 | 64,316,000 | | 20,588,733,940 | | 2. 股份分類 | ...

紫金矿业（601899）公告，为加快黄金板块国际化进程，公司拟将下属境外黄金矿山资产重组至紫金黄 金国际，并申请分拆至香港联交所主板上市。本次分拆上市有利于黄金资产价值重估和公司整体利益， 不会影响紫金矿业对境外黄金资产的控制权。紫金黄金国际仍为紫金矿业合并报表范围内的控股子公 司。分拆所涉资产全部为境外黄金矿山资产，主要包括位于南美、中亚、非洲和大洋洲的黄金矿山。本 次分拆上市尚处于前期筹划阶段，需取得有关部门的相关审批许可后方可实施。 ...

台达电子（2308.TW）目前是我们大中华硬件技术分析师 Sharon Shih 的首选股票。她认为，人工智能 基础设施的电力和散热需求将为公司带来支撑。她将人工智能服务器电源以及数据中心的电源管理 / 散 热解决方案视为未来十年的关键增长驱动力。团队预期该公司将因运营利润率扩大和人工智能相关业务 敞口增加而实现估值重估，并且台达电子的股价表现与公司运营利润率趋势高度相关。我们对台达电子 2025 - 2027 年的盈利预测反映了其人工智能服务器电源业务的强劲表现。 原文如下： 紫金矿业 紫金矿业 香港电讯-SS 分时图 日K线 周K线 月K线 17.46 -0.17 -0.96% 1.47% 0.96% 0.51% 0.00% 0.51% 0.96% 1.47% 17.37 17.46 17.54 17.63 17.72 17.80 17.89 09:30 10:30 11:30/13:00 14:00 15:00 0 78万 156万 235万 摩根士丹利将紫金矿业（601899）集团（2899.HK）、台达电子（2308.TW）、巴贾杰金融有限公司 （BJFN.NS）和印度斯坦航空有限公司（HIAE.N ...