每经AI快讯，天眼查App显示，近日，紫金矿业（601899）发生工商变更，注册资本由约26.3亿元人民币增至约26.6亿元人民币。紫金矿业集团股份有限公 司成立于2000年9月，法定代表人为邹来昌，经营范围含矿产资源勘查、金矿采选、金冶炼、铜矿采选、信息系统集成服务、信息技术咨询服务等。股东信 息显示，该公司由闽西兴杭国有资产投资经营有限公司、香港中央结算(代理人)有限公司、香港中央结算有限公司等共同持股。 | | 查公司 都在用的商业查询工具 | 查老板 查关系 查风险 | | | --- | --- | --- | --- | | | 紫金矿业集团股份有限公司 国家中小企业发展子基金旗下机构 | | × | | 基本信息 473 | 上市信息 999+ 法律诉讼 46 | 经营风险 313 | हर | | TR信賞 ● | | | | | 工商信息 历史工商信息 | | | | | 企业名称 | 紫金矿业集团股份有限公司 曾用名 福建紫金矿业集团股份有限公司 更多1 | | | | 法定代表人 | 邹来昌 饶关联企业 6 | 登记状态 ② | | | | | 成立日期 | 2000-09-( | | ...

天眼查App显示，近日，紫金矿业（601899）发生工商变更，注册资本由约26.3亿人民币增至约26.6亿 人民币。紫金矿业集团股份有限公司成立于2000年9月，法定代表人为邹来昌，经营范围含矿产资源勘 查、金矿采选、金冶炼、铜矿采选、信息系统集成服务、信息技术咨询服务等。股东信息显示，该公司 由闽西兴杭国有资产投资经营有限公司、香港中央结算（代理人）有限公司、香港中央结算有限公司等 共同持股。 ...

本文源自：金融界AI电报 金银价下挫，拖累港股市场黄金概念股走低。其中，灵宝黄金、中国黄金国际、紫金矿业跌超3%，紫 金黄金国际、赤峰黄金、潼关黄金、山东黄金跌超2%。 ...

昨晚午夜突如其来的跌势伴随着华尔街的恐慌情绪，因投资者担忧人工智能对企业盈利的影响，各类资 产价格均出现回落。策略师Michael Ball表示，金价的剧烈回撤并没有明确的催化剂，这很可能是受到 商品交易顾问(CTA)利用计算机模型押注价格走势所引发的抛售而加剧。投资者目前正关注周五晚些时 候公布的美国通胀数据，该数据可能决定市场对美联储下一步行动的预期。本周公布的1月就业数据十 分强劲，降低了美联储在年中再次降息的紧迫性。 | 代码 | 名称 | 涨跌幅 ^ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | 03330 | 灵宝黄金 | -3.80% | 23.800 | 306.38亿 | 32.89% | | 02099 | 中国黄金国际 | -3.67% | 191.600 | 759.53亿 | 22.12% | | 02899 | 紫金矿业 | -3.69% | 43.360 | 1.15万亿 | 21.59% | | 02259 | 紫金黄金国际 | -2.79% | 215.800 | 5775.54 Z | 47.8 ...

港股恒生指数开盘跌1.45%，报26640.16点，恒生科技指数跌1.59%，报5323.14点，国企指数跌1.23%， 报9062.56点，红筹指数跌0.8%，报4375.44点。 | 恒生指数 | -1.45% 26640.16 -392.38 | | --- | --- | | 恒生科技指数 | -1.59% 5323.14 -85.84 | | 国企指数 | -1.23% 9062.56 -112.62 | 4、近期，部分网络账号发布AI生成合成信息时，不添加AI标识，存在利用虚假不实内容欺骗误导公众 的问题，破坏网络生态，造成恶劣影响。网信部门将对无AI标识的虚假不实信息保持高压严管态势， 发现即处置，严厉打击违规行为。 盘面上，科网股普跌，哔哩哔哩、百度跌超3%，阿里巴巴、快手跌超2%；黄金股普跌，紫金矿业跌超 3%；汽车股走弱，比亚迪跌超2%；芯片股低开，澜起科技跌超3%；今日两只新股上市，海致科技集团 高开逾204%，沃尔核材涨0.05%。 【隔夜外盘】 隔夜美国三大股指全线收跌，道指跌1.34%报49451.98点，标普500指数跌1.57%报6832.76点，纳指跌 2.03%报22597 ...

截至发稿，紫金矿业(02899.HK)跌6%、山东黄金(01787.HK)跌3.12%、招金矿业(01818.HK)跌3.21%。 消息方面，国际金价昨日再度失守5000美元，目前处于4965.10美元附近。 ...

Group 1 - Citi has released a report addressing inquiries regarding Zijin Mining's (02899.HK) three-year production guidance, board independence, shareholder returns, and the role of the former chairman [1] - Based on a DCF valuation model, Citi has raised the target price for Zijin's H-shares from HKD 39 to HKD 51.8, and for its A-shares from RMB 35.5 to RMB 46.6, maintaining a "Buy" rating for both [1] - Zijin Mining is ranked first in the gold industry with a market capitalization of HKD 253.448 billion [2] Group 2 - There has been low attention from investment banks towards Zijin Mining, with no ratings given in the past 90 days [2]

Core Viewpoint - Citigroup has raised the target prices for Zijin Mining's H-shares and A-shares, reflecting confidence in the company's future performance despite recent concerns regarding management changes and production guidance [1][2] Group 1: Target Price Adjustments - The target price for Zijin Mining's H-shares has been increased from HKD 39 to HKD 51.8 [1] - The target price for Zijin Mining's A-shares has been raised from RMB 35.5 to RMB 46.6 [1] - Both H-shares and A-shares maintain a "Buy" rating, with Zijin being a preferred stock in the industry [1] Group 2: Management and Governance Concerns - Concerns regarding the departure of former chairman Chen Jinghe and increased control by local state-owned assets are deemed unfounded [1] - The local state-owned assets have historically adopted a passive investment strategy, only appointing one non-executive member to the board [1] - The capable management team is expected to continue leading the company, maintaining existing governance practices [1] Group 3: Production and Earnings Forecast - The new board's term will end in 2028, and concerns about the three-year production plan not meeting the 2030 targets are considered excessive [2] - The company is expected to provide clearer performance guidance and implement a rolling three-year plan [2] - Earnings forecasts for 2025 to 2027 have been adjusted upwards, with expected growth of 1%, 29%, and 12% respectively, reaching RMB 51.6 billion, RMB 81.7 billion, and RMB 76.6 billion [2]

Core Viewpoint - Citigroup has updated its valuation model for Zijin Mining, raising the target price for its H-shares from HKD 39 to HKD 51.8 and for its A-shares from RMB 35.5 to RMB 46.6, maintaining a "Buy" rating for both share classes and reaffirming its position as a preferred stock in the industry [1][2] Group 1: Company Management and Governance - Concerns regarding the independence of the board and the increased control of the local state-owned assets supervision and administration commission (SASAC) after the departure of former chairman Chen Jinghe are deemed unfounded by Citigroup, as the management team is expected to remain in place [1] - The local SASAC has historically adopted a passive investment strategy, only appointing one non-executive member to the board of Zijin, allowing the capable management team to continue running the company [1] Group 2: Production and Financial Forecasts - Citigroup believes that investor concerns about the three-year production plan not meeting the 2030 targets are excessive, predicting that the company will provide clearer performance guidance and that a rolling three-year plan will be more effective than a five-year plan [2] - The new board's term will end in 2028, and no significant restructuring is expected during this period [2] - Based on higher forecasts for gold and lithium prices, as well as increased gold sales, the profit forecasts for Zijin from 2025 to 2027 have been raised by 1%, 29%, and 12% respectively, reaching RMB 51.6 billion, RMB 81.7 billion, and RMB 76.6 billion [2]

Group 1 - The core viewpoint of the report is that Citigroup has raised the target price for Zijin Mining's H-shares from HKD 39 to HKD 51.8 and for A-shares from CNY 35.5 to CNY 46.6, maintaining a "Buy" rating and its position as an industry favorite [1] - The upward revision of profit forecasts for the group from 2025 to 2027 is attributed to higher predictions for gold and lithium prices, as well as increased gold sales, with expected profits of CNY 51.6 billion, CNY 81.7 billion, and CNY 76.6 billion, reflecting growth rates of 1%, 29%, and 12% respectively [1] - Concerns regarding the increased control of the group by the local state-owned assets supervision and administration commission after the departure of former chairman Chen Jinghe are deemed unfounded, as the group operates differently from other provincial or central enterprises [1] Group 2 - The new board's term is set to end in 2028, and investor worries about the three-year production plan failing to meet the 2030 targets are considered excessive, with the belief that the company will provide clearer performance guidance [1] - The three-year plan is viewed as more effective than a five-year plan, and it is expected that the company will offer a rolling three-year plan without anticipating significant changes in the board by 2028 [1]