金价创新高下的“淘金热” A股已有多家公司“全球买矿”

Group 1 - Hunan Gold announced plans to acquire two related companies, Hunan Gold Tianyue Mining Co., Ltd. and Hunan Zhongnan Gold Smelting Co., Ltd., through a stock issuance, with details still under planning [1][2] - Hunan Zhongnan Smelting has an annual processing capacity of 80,000 tons of gold concentrate and an annual gold production of 4 tons, while Hunan Gold Tianyue is linked to significant gold resources in Hunan Province [2][3] - The acquisition is backed by Hunan Gold Group, which holds 35.06% of Hunan Gold's shares, indicating that the controlling shareholder is integrating valuable gold resources into the listed company [1][2] Group 2 - On the same day as the acquisition announcement, international gold prices reached a historic high, surpassing $4,600 per ounce, with a yearly increase of over 70% [4] - The surge in gold prices has prompted several A-share mining companies to seek gold resources globally, with notable transactions including a $1.015 billion acquisition by Luoyang Molybdenum [4] - Over the past decade, the growth rate of gold supply from mining has shown a downward trend, with a significant contraction observed since 2013 [5][6]