多家矿业龙头布局黄金赛道

Group 1 - Jin Hui Mining Co., Ltd. plans to acquire 100% equity of Huixian Fusheng Mining Development Co., Ltd. for 210 million yuan, marking a strategic move into the gold mining sector [1] - Zijin Mining Group has set ambitious gold production targets, aiming for 105 tons in 2026 and 130 to 140 tons by 2028, reflecting a strong focus on expanding its gold resource portfolio [1][2] - The overall performance of mining companies is expected to improve due to rising prices of gold and copper, alongside increased production capacity [1] Group 2 - The gold sector has become the most favored area for investment among mining companies, with Chinese firms' overseas gold acquisitions nearing 60 billion yuan since the second half of 2025 [2] - Zijin Mining's subsidiary plans a significant acquisition of Canadian United Gold for 28 billion yuan, which would expand its asset base to 12 countries and significantly increase gold production [2] - Other mining leaders, such as Luoyang Molybdenum and Shengda Resources, are also actively acquiring high-quality gold mining assets to bolster their production capabilities [2] Group 3 - The global mining industry is entering a "gold-led, multi-metal collaborative" growth cycle, with mergers and acquisitions and capacity releases becoming key industry themes [4] - The current wave of gold acquisitions is characterized by accelerated transaction speeds and strategic geographic or process synergies among acquired assets [4] - The importance of strategic metals like copper and lithium is expected to rise, driving the mining industry towards higher-end and greener transformations [5]