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港股黄金板块狂飙,紫金金矿子公司拟扩大募资冲刺聆讯
Huan Qiu Wang·2025-09-14 02:55

Group 1 - The spot gold price surged to a record high of $3,674.27 per ounce, driving significant gains in the Hong Kong gold sector, with Lingbao Gold up 529.56% year-to-date [1][3] - Major gold companies such as China Gold International, Zhaojin Mining, and Zijin Mining saw substantial stock price increases of 240.44%, 174.62%, and 116.12% respectively, while Laopu Gold's stock price skyrocketed over 17 times since its listing, making it the highest-priced stock in Hong Kong [1][3] - Zijin Mining's subsidiary, Zijin Gold International, plans to increase its IPO fundraising target from $2 billion to $3 billion, positioning it as the second-largest IPO globally after CATL [1][3] Group 2 - The rise in gold prices is attributed to increased global macroeconomic uncertainty, expectations of Federal Reserve rate cuts, geopolitical conflicts, and a surge in central bank gold purchases [3][4] - Lingbao Gold leads the industry with 37 mining rights and 131.81 tons of gold reserves, while Zijin Mining reported a revenue of 167.7 billion yuan and a net profit growth of 54.4% in the first half of the year, with a market capitalization exceeding 757.5 billion HKD [3][4] - Laopu Gold's innovative "ancient method gold" retail model resulted in a revenue of 12.354 billion yuan and a net profit of 2.35 billion yuan, with year-on-year growth rates of 251% and 291% respectively [3][4] Group 3 - Analysts highlight that the strong performance of the gold sector is supported by both fundamental and capital market factors, including sustained demand for gold from central banks and strategic asset optimization by mining giants through spin-offs and mergers [4]