金价创新高下出现“淘金热”！湖南黄金拟收购两家黄金公司，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 in the planning stage [1][2] - Hunan Gold Group Co., Ltd., the controlling shareholder of Hunan Gold, holds 548 million shares, representing a 35.06% stake, indicating that the transaction involves transferring gold resources into the listed company platform [1][2] - Zhongnan Smelting, established in August 2006, is a wholly-owned subsidiary of Hunan Gold Group and is the only enterprise in Central and Southern China that processes high-arsenic and high-sulfur gold concentrates, with an annual processing capacity of 80,000 tons and an annual gold production of 4 tons, generating over 2 billion yuan in annual revenue [2] Group 2 - Gold Tianyue may not be widely known, but it is associated with significant gold resources, including over 40 gold veins discovered in Pingjiang, Hunan, with an estimated reserve of over 1,000 tons valued at 600 billion yuan [3] - The gold price reached a historic high of over $4,600 per ounce on January 12, with a cumulative increase of over 70% last year, prompting several A-share mining companies to seek gold resources globally [4] - The report indicates that global gold supply growth has been declining over the past decade, with an average annual production of 3,574 tons, and a significant drop in growth rates from 2.0% (2015-2019) to 0.5% (2020-2024), highlighting the rigidity of actual gold supply [5]