智通财经APP获悉，香港联交所最新资料显示，8月29日，GIC Private Limited增持和铂医药 (02142)4022.2万股，每股作价12.7133港元，总金额约为5.11亿港元。增持后最新持股数目为5397.7万 股，最新持股比例为6.37%。 ...

格隆汇9月2日丨根据联交所最新权益披露资料显示，2025年8月28日，龙源电力(00916.HK)遭GIC Private Limited在场内以每股均价6.7092港元减持126.5万 股，涉资约848.71万港元。 减持后，GIC Private Limited最新持股数目为264,530,000股，持股比例由8.01%下降至7.97%。 | 股份代號: | 00916 | | --- | --- | | 上市法國名稱: | 龍源電力集團股份有限公司 - H股 | | 日期 (日 / 月 / 年): | 02/08/2025 - 02/09/2025 | | 表格序號 | 大股東/董事/最高行政人員名 作出披露的 買入 / 賣出或涉及的 每股的平均價 | | | | 持有權益的股份數目 佔已發行的 有關事件的日期相 | | | --- | --- | --- | --- | --- | --- | --- | | | 股份數目 | 原因 | | | ( 請參閱上述 * 註 有投票權股 (日 / 月 / 年) 權 | | | | | | | | 份自分比 | | | | | | | | (%) | | | ...

智通财经APP获悉，香港联交所最新资料显示，8月28日，GIC Private Limited减持龙源电力(00916)126.5 万股，每股作价6.7092港元，总金额约为848.71万港元。减持后最新持股数目约为2.65亿股，最新持股 比例为7.97%。 ...

香港联交所最新资料显示，8月28日，GIC Private Limited减持龙源电力（001289）(00916)126.5万股， 每股作价6.7092港元，总金额约为848.71万港元。减持后最新持股数目约为2.65亿股，最新持股比例为 7.97%。 ...

Group 1 - GIC Private Limited increased its stake in Haitian Flavor Industry Co., Ltd. by acquiring 456,600 shares at an average price of HKD 34.9071 per share, totaling approximately HKD 15.9386 million [1] - Following this acquisition, GIC's total shareholding in Haitian Flavor has risen to 29,467,400 shares, which represents an increase in ownership from 9.96% to 10.12% [1][2]

香港联交所最新资料显示，8月18日，GIC Private Limited增持基石药业(02616)8040万股，平均每股作价 为7.90港元，总金额约为6.35亿港元。增持后最新持股数目为8040万股，持股比例为5.49%。 ...

智通财经APP获悉，香港联交所最新资料显示，8月18日，GIC Private Limited增持基石药业(02616)8040 万股，平均每股作价为7.90港元，总金额约为6.35亿港元。增持后最新持股数目为8040万股，持股比例 为5.49%。 ...

香港联交所最新数据显示，8月6日，GIC Private Limited减持三花智控（002050）(02050)41.56万股，每 股作价28.076港元，总金额约为1166.84万港元。减持后最新持股数目为3788.56万股，持股比例为 7.95%。 ...

Group 1 - GIC Private Limited reduced its stake in Sanhua Intelligent Control (02050) by 415,600 shares at a price of HKD 28.076 per share, totaling approximately HKD 11.6684 million [1] - After the reduction, GIC's latest holding amounts to 37,885,600 shares, representing a 7.95% ownership stake [1]

Core Viewpoint - The significant reduction of shares in Zijin Mining by GIC occurs despite rising gold and copper prices, indicating a strategic move to lock in profits and potentially reallocate assets [1][3]. Group 1: Shareholding Changes - GIC reduced its holdings in Zijin Mining by over 60 million shares in the first quarter, cashing out approximately 1 billion HKD [1][2]. - As of March 27, GIC held about 358 million shares, representing a 5.99% stake after the reduction [2]. - GIC's holdings were previously at 420 million shares, indicating a substantial decrease in a short period [3]. Group 2: Market Conditions - Gold prices surpassed 3000 USD/ounce and copper prices exceeded 80,000 CNY/ton during the same period, reflecting a high market environment [1]. - Despite the rise in precious metal prices, many large mining stocks, including Zijin Mining, have not reached new highs for 2024, suggesting potential overvaluation [8][10]. - The cyclical nature of the gold market indicates that while prices are high, the risk of market volatility also increases [3][10]. Group 3: Company Performance - Zijin Mining reported record high revenues of 303.64 billion CNY and net profits of 32.05 billion CNY, marking a 3.49% and 51.76% year-on-year increase, respectively [4]. - The company has seen significant growth in production and profits from major minerals, driven by strategic acquisitions in previous years [9]. Group 4: Investment Strategies - Analysts suggest that GIC's decision to reduce its stake may be a strategy to lock in profits and avoid potential price corrections in the market [3][10]. - The overall macroeconomic environment and changes in global monetary policy may lead GIC to adjust its asset allocation towards more stable or promising asset classes [3].