Group 1 - Zijin Mining (02899.HK) increased by 5.39% [1] - Shandong Gold (01787.HK) rose by 4.90% [1] - Chifeng Jilong Gold Mining (06693.HK) saw a rise of 4.04% [1] - Zhaojin Mining (01818.HK) experienced an increase of 3.27% [1]

Core Viewpoint - Zijin Mining experienced a stock price decline of 2.00% on October 16, 2023, with a current price of 30.36 CNY per share and a market capitalization of 806.895 billion CNY, despite a year-to-date increase of 107.66% [1] Financial Performance - For the first half of 2025, Zijin Mining reported a revenue of 167.711 billion CNY, reflecting a year-on-year growth of 11.50%, and a net profit attributable to shareholders of 23.292 billion CNY, which is a 54.41% increase compared to the previous year [2] Shareholder Information - As of June 30, 2025, the number of shareholders for Zijin Mining decreased to 335,700, a reduction of 9.27% from the previous period [2] - The company has distributed a total of 59.277 billion CNY in dividends since its A-share listing, with 27.772 billion CNY distributed over the last three years [3] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited is the third-largest circulating shareholder, holding 1.589 billion shares, an increase of 227 million shares from the previous period [3] - Other significant institutional shareholders include Huaxia SSE 50 ETF, Huatai-PB CSI 300 ETF, and E Fund CSI 300 ETF, all of which have increased their holdings [3]

Core Viewpoint - Tongguan Gold (00340) has seen a significant increase in stock price, rising over 7% and currently trading at 3.01 HKD, with a transaction volume of 79.79 million HKD. The company announced the acquisition of Rongchang Investment Co., Ltd., which adds 26 tons of gold resources, increasing total resources from 55 tons to 81 tons, a 47% increase, marking a new stage in resource reserves [1] Company Developments - On October 10, Tongguan Gold disclosed details regarding the acquisition of the Su Bei mining area, which is expected to enhance its resource base significantly [1] - The company signed a gold flow agreement with Zijin Mining in April, where Zijin prepaid 25 million USD as initial funding, with a commitment to deliver approximately 422 kilograms of gold over the next nine years [1] Strategic Insights - Guosen Securities highlighted Tongguan Gold as a small yet attractive regional gold mining company, with future strategic goals focused on increasing research into mineralization patterns in Gansu and Tongguan, and actively pursuing external mergers and acquisitions for growth [1] - The strategic partnership with Zijin not only secures part of the production revenue but also introduces 25 million USD in initial funding, which is less dilutive compared to equity financing. This partnership enhances the availability and stability of funding for project development [1]

Core Viewpoint - Tongguan Gold (00340) has seen a significant increase in its stock price, rising over 7% and currently trading at 3.01 HKD, following the announcement of the acquisition of Rongchang Investment Co., which enhances its gold resource reserves by 47% [1] Group 1: Acquisition Details - On October 10, Tongguan Gold disclosed details regarding the acquisition of Rongchang Investment Co., acquiring 100% of its shares, which adds 26 tons of gold resources, increasing the total from 55 tons to 81 tons [1] - This acquisition marks a new stage in the company's resource reserves, reflecting a substantial growth in its operational capacity [1] Group 2: Strategic Partnerships - In April, Tongguan Gold signed a gold flow agreement with Zijin Mining, where Zijin prepaid 25 million USD as initial funding, with a commitment to deliver approximately 422 kilograms of gold over the next nine years from the Su Bei Bei Dong mining area [1] - The partnership with Zijin Mining is seen as a strategic move to secure part of the production revenue while minimizing dilution compared to equity financing, enhancing the project's funding accessibility and stability [1] Group 3: Future Strategy - According to Guosen Securities, Tongguan Gold is characterized as a small but efficient regional gold mining company, with future strategic goals focused on increasing research into mineralization patterns in Gansu and Tongguan regions and actively pursuing external acquisitions for growth [1]

Group 1 - The core point of the article is that Schroders PLC has reduced its stake in Zijin Mining Group Co., Ltd. by selling 18.454 million shares at an average price of HKD 34.2564 per share, amounting to approximately HKD 632 million [1][3]. - Following the sale, Schroders PLC's total shareholding in Zijin Mining decreased to 297,494,785 shares, resulting in a reduction of its ownership percentage from 5.28% to 4.97% [1][3]. - The transaction took place on October 10, 2025, and the disclosure was made on October 15, 2025, according to the latest equity disclosure information from the Hong Kong Stock Exchange [1][2].

Group 1 - The core point of the article highlights a significant block trade involving Zijin Mining on October 14, with a transaction volume of 4.85 million shares and a transaction value of 143 million yuan at a price of 29.50 yuan per share [1] - The buyer of the block trade was Guotai Junan Securities Co., Ltd. headquarters, while the seller was Huatai Securities Co., Ltd. headquarters [1] - Over the past three months, Zijin Mining has recorded a total of 25 block trades, amounting to a cumulative transaction value of 1.779 billion yuan [1] Group 2 - On the same day, Zijin Mining's closing price was 29.50 yuan, reflecting a decline of 5.75%, with a daily turnover rate of 2.62% and a total transaction amount of 16.577 billion yuan [1] - The net outflow of main funds for the day was 1.104 billion yuan, while the stock has seen a cumulative increase of 3.33% over the past five days, with a total net outflow of 3.514 billion yuan [1] - The latest margin financing balance for Zijin Mining is 6.720 billion yuan, which has increased by 1.801 billion yuan over the past five days, representing a growth rate of 36.61% [1]

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Core Viewpoint - Schroders PLC has reduced its stake in Zijin Mining (601899)(02899) by selling 18.454 million shares at a price of HKD 34.2564 per share, totaling approximately HKD 632 million, resulting in a new holding of about 297 million shares, representing a 4.97% ownership [1] Group 1 - On October 10, Schroders PLC sold 18.454 million shares of Zijin Mining [1] - The sale price per share was HKD 34.2564, leading to a total transaction value of approximately HKD 632 million [1] - Following the reduction, Schroders PLC's remaining shares in Zijin Mining are approximately 297 million, equating to a 4.97% ownership stake [1]

证券代码：601899 证券简称：紫金矿业 编号：临 2025-082 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： 一、业绩说明会类型 本次业绩说明会以网络文字互动形式召开，公司将针对 2025 年第三季度的经 营情况、财务状况等与投资者进行互动交流和沟通，在信息披露允许的范围内就 投资者普遍关注的问题进行回答。 二、业绩说明会召开的时间、地点 （一）会议召开时间：2025 年 10 月 22 日（星期三）16:00-17:00 三、参加人员 参加业绩说明会的人员为公司管理层。 关于召开2025年第三季度业绩说明会的公告 前 登 录 上 证 路 演 中 心 网 站 首 页 点 击 " 提 问 预 征 集 " 栏 目 或 通 过 公 司 邮 箱 ir@zijinmining.com 进行提问。 五、联系方式 电话：0592-2933058 邮箱：ir@zijinmining.com 六、其他事项 本次业绩说明会召开后，投资者可以通过上证路演中心查看本次业绩说明会 的召开情况及主要内容 ...

關於召開 2025 年第三季度業績說明會的公告 重要內容提示： 一、業績說明會類型 本次業績說明會以網絡文字互動形式召開，公司將針對 2025 年第三季度的經營情況、財務 狀況等與投資者進行互動交流和溝通，在信息披露允許的範圍內就投資者普遍關注的問題進 行回答。 1 會議召開時間：2025 年 10 月 22 日（星期三）16:00-17:00 會議召開地點：上海證券交易所上證路演中心（roadshow.sseinfo.com） 會議召開方式：網絡文字互動 二、業績說明會召開的時間、地點 三、參加人員 參加業績說明會的人員為公司管理層。 四、投資者參加方式 （一）投資者可在 2025 年 10 月 22 日（星期三）16:00-17:00，通過互聯網登錄上證路演中 心在線參與本次業績說明會，公司將及時回答投資者的提問。 （二）投資者可於 2025 年 10 月 15 日（星期三）至 10 月 21 日（星期二）16:00 前登錄上證 路演中心網站首頁點擊「提問預徵集」欄目或通過公司郵箱 ir@zijinmining.com 進行提問。 （一）會議召開時間：2025 年 10 月 22 日（星期三）16:00- ...