证券代码：601899 证券简称：紫金矿业 编号：临2026-011 紫金矿业集团股份有限公司 关于为全资子公司提供担保的实施公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 被担保人名称：金凯投资控股有限公司（英文名称：Jinkai Investment Holdings Limited，以下简称"金凯投资"或"被担保人"）。 紫金矿业集团股份有限公司（以下简称"紫金矿业"、"担保人"或 "公司"）拟为全资子公司金凯投资于 2026 年 2 月 5 日完成发行的本金总金额为 15 亿美元零息可转换公司债券提供无条件且不可撤销的担保。 公司不存在逾期对外担保情况。 一、担保情况概述 根据公司 2024 年年度股东会授予董事会的一般性授权，公司全资子公司金 凯投资在境外市场发行本金总金额为 15 亿美元的零息可转换公司债券，到期日为 2031 年 2 月 5 日，并可由债券持有人选择根据有关条款和条件转换为紫金矿业的 已缴足普通股 H 股。根据公司 2024 年年度股东会审议通过的《关于 2025 年度担 保 ...

海外監管公告 此乃紫金礦業集團股份有限公司（「本公司」）登載於中華人民共和國上海證券交易所（「上 交所」）網頁的公告。 2026 年 2 月 5 日 中國福建 * 本公司之英文名稱僅供識別 证券代码：601899 证券简称：紫金矿业 编号：临2026-011 紫金矿业集团股份有限公司 关于为全资子公司提供担保的实施公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 被担保人名称：金凯投资控股有限公司（英文名称：Jinkai Investment Holdings Limited，以下简称"金凯投资"或"被担保人"）。 紫金矿业集团股份有限公司（以下简称"紫金矿业"、"担保人"或 "公司"）拟为全资子公司金凯投资于 2026 年 2 月 5 日完成发行的本金总金额为 15 亿美元零息可转换公司债券提供无条件且不可撤销的担保。 公司不存在逾期对外担保情况。 一、担保情况概述 根据公司 2024 年年度股东会授予董事会的一般性授权，公司全资子公司金凯 投资在境外市场发行本金总金额为 15 亿美元的零息可转换公司债券 ...

格隆汇2月5日丨紫金矿业(02899.HK)宣布，认购协议项下的所有先决条件均已获达成及发行本金总额为 15亿美元的债券已于2026年2月5日完成。债券发行所得款项净额将约为15.27亿美元。公司拟将债券发 行所得款项中的约12亿美元用于秘鲁阿瑞那项目建设资本开支，剩余将用于补充流动资金及一般公司用 途。 债券在维也纳证券交易所运营的Vienna MTF上市及买卖已于2026年2月5日生效。 ...

紫金矿业（601899）(02899)公布，认购协议项下的所有先决条件均已获达成及发行本金总额为15亿美 元的零息有担保可换股债券已于2026年2月5日完成。债券发行所得款项净额(扣除应付费用、佣金及开 支后)将约为15.27亿美元。公司拟将债券发行所得款项中的约12亿美元用于秘鲁阿瑞那项目建设资本开 支，剩余将用于补充流动资金及一般公司用途。 ...

智通财经APP讯，紫金矿业(02899)公布，认购协议项下的所有先决条件均已获达成及发行本金总额为15 亿美元的零息有担保可换股债券已于2026年2月5日完成。债券发行所得款项净额(扣除应付费用、佣金 及开支后)将约为15.27亿美元。公司拟将债券发行所得款项中的约12亿美元用于秘鲁阿瑞那项目建设资 本开支，剩余将用于补充流动资金及一般公司用途。 ...

【ETF全知道热点收评】下面重点聊聊银行、食品饮料、有色等几个板块的交易和基本面情况。 A股波动加剧，连升两日后再度回调。2月5日，三大指数集体收跌，有色突发重挫，硬科技延续跌势，大金融、大消费齐头并进。临近春节，活跃资金交投 有降温迹象，全市场成交2.19万亿元，连续5日缩量。 银行震荡市突围，连续两日走强，全市场规模最大银行ETF（512800）放量续涨1.67%，值得一提的是，历史上银行板块往往在春节前胜率较高。券商午后 再发力，顶流券商ETF（512000）水下拉起成功连阳。 "史上超长九天春节假期"将至激发消费热情，消费方向全线活跃，消费龙头ETF（516130）三连升，贵州茅台股价再创6个月新高，高"含酒量"食品饮料ETF 华宝（515710）涨1%斩获四连阳！ 金银价格亚太时段跳水引发有色板块大跌，有色ETF华宝（159876）盘中挫逾6%，收跌4.8%，资金无惧波动，逆行加仓，全天净申购2100万份。化工同步 走低，74亿体量化工ETF（516020）回调1.9%。 科技方向延续低迷，硬科技宽基双创龙头ETF（588330）收跌1.8%，"AI双子星"——创业板人工智能ETF华宝（159363 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責， 對其準確性或完整性亦不發表任何聲明，並明確表示概不對因本公告全部或任何部 份內容而產生或因倚賴該等內容而引致之任何損失承擔任何責任。 本公告僅供參考，並不構成收購、購買或認購證券的邀請或招攬購買要約，亦非邀 請訂立協議進行收購、購買或認購，且不可視為邀請提出收購、購買或認購任何證 券的要約。 本公告並非供於美國（包括其領地及屬土、美國任何一個州及哥倫比亞特區）直接或 間接分發。本公告及其所載資料並不構成或組成在美國購買、認購或出售證券的任 何要約或招攬。本公告所述的證券並無亦將不會根據1933年《美國證券法》（經修訂） （「證券法」）或美國任何州或其他司法權區的證券法登記。本公告所述證券未必會在 美國發售或出售，唯根據1933年《美國證券法》（經修訂）及適用州或地方證券法的登 記規定的適用豁免或在毋須遵守有關規定的交易則除外。在受到限制或禁止的情況 下，本公告所述證券並無亦將不會在美國或任何其他司法權區公開發售。本公告或 其所載數據並非索取金錢、證券或其他代價，而倘響應本公告或其所載數據而發出 金錢、證券或其他代價亦將不獲接納。 – 1 ...

Group 1 - Changchun High-tech is expected to incur a loss of 1 billion in the fourth quarter due to product price adjustments, while investing over 2 billion annually in R&D to reduce reliance on growth hormones [1] - Vanke's losses are deepening, with a projected loss of 82 billion by 2025, and a bond extension of 6.8 billion as it seeks financial support [1] - GAC Group has issued a rare profit warning, expecting a loss between 8 billion to 9 billion, as CEO Feng Xingya emphasizes the "three major battles" for a turnaround [1] Group 2 - Nanhai Rural Commercial Bank was fined 3.8 million, with its net interest margin dropping to 1.15% after eight years of no results in the A-share market [1] - Yuanji Food is closing one out of every three new stores, with related party transactions amounting to 130 million involving the wife of its founder [1] - "Cheese Queen" Chai Xiu faced backlash from aggressive marketing strategies, leading to a 70% drop in the stock price of Miao Ke Lan Duo, with Mengniu taking full control [1] Group 3 - Zijin Mining is investing an additional 28 billion in overseas ventures, projecting a profit of 51 billion by 2025, with its market value stabilizing above 1 trillion [1] - Hunan Gold is restructuring 2.7 billion in assets to increase resource reserves, benefiting from rising prices of antimony and tungsten, achieving record profits exceeding 1.27 billion [1] - A major shareholder, Yu Han, was fined over 1 billion for manipulating stock prices, while Doctor Glasses spent 50 million on traffic acquisition but only 3 million on R&D [1] Group 4 - SAIC-GM-Wuling's debt ratio has risen to 85.24%, despite a 20.5% increase in sales, still falling short by 535,000 units compared to peak levels [1] - Su Nong Bank's "village reform branch" faced 18% opposition from minority shareholders, with total assets at 231.1 billion and revenue growth of only 0.41% [1] - Mingming Hen Mang opened 21,000 stores and distributed a pre-IPO dividend of 526 million, with Zhao Ding cashing out 130 million [1] Group 5 - Xibei's new round of financing received support from Zhang Yong and Hu Xiaoming, but the dream of a 100 billion market value faces challenges [1] - China Duty Free Group is acquiring 2.7 billion to build an international business platform, with performance declining for six consecutive quarters, and collaboration with LVMH remains to be observed [1] - Hikvision has returned to growth with an annual profit of 14.2 billion, enhancing cash collection management and recovering 13.7 billion in nine months [1]

Market Overview - The gold and silver markets experienced significant volatility, with gold prices dropping nearly 3% at one point and settling at $4926.64 per ounce, down 0.76% [1] - Silver faced a more severe decline, plunging nearly 16% during the day and closing down 10.69% at $78.77 per ounce [3] Futures Market - The futures market mirrored the spot market's weakness, with COMEX gold futures down 0.4% at $4931.1 per ounce and COMEX silver futures down over 7% at $77.875 per ounce [5] Stock Market Impact - Precious metal-themed LOFs (Listed Open-Ended Funds) fell, with gold LOFs and Jiashi Gold LOF dropping over 2%, and Guotou Silver LOF hitting a trading halt for the fourth consecutive day [7] - The A-share precious metals sector saw an overall decline exceeding 6%, with most stocks closing in the red [8] Individual Stock Performance - Notable declines in individual stocks included: - Hunan Silver: down 9.97% at $13.90 - Xiaocheng Technology: down 9.84% at $59.04 - Sichuan Gold: down 9.74% at $46.08 [9] Market Sentiment and Influences - The recent downturn in gold and silver prices is attributed to a combination of factors, including the nomination of hawkish Federal Reserve member Waller, which triggered market panic and profit-taking after significant price increases [12][16] - Analysts suggest that the core driver of the decline is the large-scale profit-taking following a period of substantial price appreciation, rather than a direct causal relationship with Waller's nomination [16] Future Outlook - Short-term volatility is expected to continue, but the long-term upward trend for gold remains intact, supported by factors such as central bank purchasing and increased demand from private investors [20] - Goldman Sachs maintains a price target of $5400 per ounce for gold by December 2026, while JPMorgan is more aggressive, predicting $6300 per ounce, citing ongoing demand from central banks and diversified investment strategies [20]

Group 1: Copper - Copper prices remain resilient, with LME copper at $133,370/ton and SHFE copper at $103,680/ton, reflecting a week-on-week increase of +3.5% and +2.3% respectively [1][9] - The import copper concentrate TC is at -$50.0/ton, down by $0.5/ton week-on-week, indicating tight supply in the copper market [1][9] - Southern Copper Corporation anticipates a decline in copper production over the next two years due to lower ore grades, projecting 911,400 tons in 2026 and slightly above 900,000 tons in 2027, both lower than 954,300 tons in 2025 [1][9] Group 2: Aluminum - LME aluminum is priced at $3,110/ton and SHFE aluminum at $24,560/ton, with a week-on-week change of -2.0% and +1.1% respectively [2][10] - The SMM aluminum processing enterprises' operating rate decreased by 1.5 percentage points to 59.4% week-on-week [2][10] - SHFE aluminum inventory increased to 21.7 million tons, up by 2.0% week-on-week, indicating seasonal demand decline influenced by the Spring Festival [2][10] Group 3: Precious Metals - SHFE gold is priced at 1,161.4 yuan/gram and COMEX gold at $4,907.5/ounce, with week-on-week changes of +4.1% and -1.5% respectively [3][11] - The nomination of a new Federal Reserve chairman, who supports lower interest rates, may influence precious metal prices, which have shown volatility [3][11] - The focus is on potential investment opportunities after price stabilization in the precious metals market [3][11] Group 4: Minor Metals - Tungsten concentrate prices rose to 601,000 yuan/ton, reflecting a week-on-week increase of +12.3% [4][12] - The prices for praseodymium and neodymium oxide are at 750,000 yuan/ton, up by +11.3%, while dysprosium oxide decreased by -2.1% [4][12] - The domestic antimony ingot price is at 165,000 yuan/ton, with a week-on-week increase of +1.2% [4][12] Group 5: Steel - SHFE rebar and hot-rolled coil prices are at 3,128 yuan/ton and 3,288 yuan/ton, with week-on-week changes of -0.4% and -0.5% respectively [5][13] - Total steel supply reached 8.2317 million tons, up by 35,800 tons week-on-week, while total inventory increased to 12.7851 million tons, up by 214,300 tons [5][13] - Southern steel mills are adjusting pricing strategies for construction steel to improve profit margins, indicating enhanced industry self-discipline [5][13] Group 6: Investment Recommendations - For the copper sector, companies with rich copper resources such as Zijin Mining, Luoyang Molybdenum, and China Nonferrous Mining are recommended [6][14] - In the precious metals sector, companies like Zijin Gold International, Shandong Gold, and China Gold International are suggested for investment [6][14] - The aluminum sector recommends companies such as Shenhuo Co., Yunnan Aluminum, and China Aluminum [7][15] - For minor metals, focus on rare earth companies like Northern Rare Earth and domestic antimony producers [7][15] - In the steel sector, companies with strong product structures like Baosteel and Hesteel are highlighted [7][15]