金矿收购
Search documents
洛阳钼业10亿美元大手笔!收购巴西四座金矿,黄金年产量激增8吨
Jin Rong Jie· 2025-12-16 06:20
Group 1 - The core announcement is that Luoyang Molybdenum plans to acquire Canadian mining company Equinox Gold for $1.015 billion, focusing on four gold mining assets in Brazil [1][3] - The acquisition is expected to add approximately 8 tons to the company's annual gold production after completion [1] - The deal involves acquiring 100% equity of two wholly-owned subsidiaries of EQX, which include the Aurizona mine, RDM mine, and Bahia complex, with the transaction expected to close in Q1 2026, pending regulatory approvals [3] Group 2 - The acquired assets have significant resource reserves, with a total gold resource of 5.013 million ounces and an average grade of 1.88 grams per ton [3] - The gold reserves amount to 3.873 million ounces, with an average grade of 1.45 grams per ton, and projected gold production of 247,300 ounces in 2024, increasing to 250,000 to 270,000 ounces in 2025 [3] - This acquisition follows Luoyang Molybdenum's earlier purchase of the Cangrejos gold mine in Ecuador, indicating a strategic expansion in the gold sector [4]
洛阳钼业紫金矿业竞相买矿,金价还要涨?
3 6 Ke· 2025-12-15 12:27
一年"逛"两次南美金矿,每次都豪掷数十亿元"拥"金。 12月15日,洛阳钼业(603993.SH/03993.HK)公告称,其控股子公司CMOC Limited拟以10.15亿美元 (折合人民币71.56亿元),通过收购Equinox Gold(TSX: EQX,NYSE-A: EQX)旗下Leagold LatAm Holdings B.V.(以下简称"LatAm")和Luna Gold Corp.(以下简称"LGC")100%股权,获得Aurizona金 矿、RDM金矿、Bahia综合矿区100%权益。 根据公告,资金来源为自有资金和银行贷款,支付安排为交割时支付9亿美元现金,以及在交割一年后 与销量挂钩的最高1.15亿美元的或有现金支付。 洛阳钼业相关人士对时代财经表示,本次交易预计于2026年第一季度完成交割,尚需获得巴西反垄断机 构和中国相关监管部门的审批。本次交易完成后,公司金的年产量预计增加8吨。 值得注意的是,在海外买金矿的同时,受益于铜等主营产品价格大幅上涨,洛阳钼业净利持续攀升。定 期报告显示,洛阳钼业2025年前三季度实现营收1454.85亿元,同比下滑5.99%;归母净利润142.80 ...
洛阳钼业(03993)拟10.15亿美元收购巴西三大金矿资产
智通财经网· 2025-12-15 00:30
Bahia 综合矿区包括 Fazenda 金矿和 Santa Luz 金矿两个组成部分。 Fazenda 金矿和Santa Luz 金矿均位 于巴西巴伊亚州(Bahia State)玛丽亚普雷塔矿区(Maria Preta mining district)内,两个金矿相距仅55公里。 智通财经APP讯,洛阳钼业(03993)发布公告,洛阳栾川钼业集团股份有限公司(以下简称"公司")控股子 公司洛阳钼业控股有限公司(以下简称"CMOC Limited")及其下属新设全资子公司17536682 Canada Inc.于 北京时间 2025 年 12 月 14 日与加拿大上市公司 Equinox Gold Corp.(以下简称"EQX") 及其全资子公司 Leagold Mining Corporation签署协议。 CMOC Limited 拟以 10.15 亿美元(包括:交割时支付9亿美元现金,以及在交割一年后与销量挂钩的最 高1.15亿美元的或有现金支付),通过收购EQX旗下Leagold LatAm Holdings B.V.(以下简称"LatAm") 和 Luna Gold Corp.(以下简称"LGC" ...
13.5亿拿下价值超500亿金矿,盛屯矿业回应:不是捡漏
2 1 Shi Ji Jing Ji Bao Dao· 2025-10-15 06:01
Core Viewpoint - The company, Shengton Mining, announced a cash acquisition of all issued and diluted shares of Canadian company Loncor for approximately CAD 261 million (about RMB 1.35 billion), aiming to hold 100% of Loncor post-acquisition [2][3]. Group 1: Acquisition Details - The acquisition price is set at CAD 1.38 per share, totaling around CAD 261 million [2]. - Loncor's core asset is the Adumbi gold mine project located in Ituri Province, Democratic Republic of the Congo, which has a controlled resource of 1.88 million ounces of gold [2][3]. - The current international gold price has reached record highs, with spot gold hitting USD 4186.8 per ounce and COMEX futures reaching USD 4205.8 per ounce [2]. Group 2: Financial Implications - The controlled resource value of the Adumbi gold mine is estimated at USD 7.7 billion (approximately RMB 54.9 billion), significantly exceeding the acquisition cost of RMB 1.35 billion [3]. - The company reported a revenue of RMB 25.7 billion for 2024, a year-on-year increase of 5.21%, and a net profit of RMB 2.005 billion, up 657.63% [3]. - In the first half of 2025, revenue grew by 20.94% to RMB 13.804 billion, but net profit decreased by 5.81% to RMB 1.053 billion [3]. Group 3: Regulatory and Operational Considerations - The company faced regulatory scrutiny for revenue recognition violations from 2021 to 2023, which led to a temporary "ST" designation that was lifted in August 2023 [4]. - The violations included recognizing revenue without the actual transfer of control over goods, affecting multiple financial reports [4].
13.5亿拿下价值超500亿金矿,盛屯矿业回应:不是捡漏
21世纪经济报道· 2025-10-15 05:57
Core Viewpoint - Shengtun Mining (600711.SH) has announced a cash acquisition of Loncor for approximately 2.61 million CAD (about 1.35 billion RMB), which is expected to enhance its gold resource portfolio significantly amid rising gold prices [3][4]. Group 1: Acquisition Details - Shengtun Mining's wholly-owned subsidiary plans to acquire all issued and diluted shares of Loncor at a price of 1.38 CAD per share, totaling around 2.61 million CAD [3]. - Loncor's core asset is the Adumbi gold mine project in the Ituri province of the Democratic Republic of the Congo, which has a controlled resource of 1.88 million ounces of gold [3][4]. - The current gold price is around 4,100 USD per ounce, valuing the controlled resources at approximately 7.7 billion USD (about 54.9 billion RMB), significantly higher than the acquisition cost [4]. Group 2: Financial Performance - Shengtun Mining reported a revenue of 25.7 billion RMB for 2024, a year-on-year increase of 5.21%, with a net profit of 2.005 billion RMB, up 657.63% [4]. - In the first half of 2025, revenue increased by 20.94% to 13.804 billion RMB, but net profit decreased by 5.81% to 1.053 billion RMB [4]. Group 3: Regulatory Issues - Shengtun Mining faced regulatory scrutiny for revenue recognition violations from 2021 to 2023, leading to a temporary "ST" designation, which was lifted in August 2023 [5]. - The company was found to have recognized revenue without the actual transfer of control over goods, resulting in inflated financial statements during the specified period [5].
港股异动 | 紫金黄金国际(02259)涨超6% 哈萨克斯坦Raygorodok金矿项目收购完成交割
Zhi Tong Cai Jing· 2025-10-13 01:45
截至2025年6月30日,RG金矿项目保有资源量:控制+推断级别矿石量2.08亿吨,金平均品位1.0克/吨,金金属量197.4吨;RG金矿保有储量:矿石 量9,700万吨,金平均品位0.9克/吨,金金属量87吨。RG金矿交割完成后,公司将加速推进项目可研和露采境界优化,在目前金价背景下,有望进 一步提高露采资源利用率,并扩建矿山生产规模。 公司认为,RG金矿位于哈萨克斯坦黄金成矿带,资源量较大,为大型在产露天矿山,服务期限长,基础设施完善,项目选矿工艺成熟,综合成本 较低,盈利能力较强,并购当年即可为紫金矿业贡献产量和利润,预期投资回报期短,经济效益良好。RG金矿2023—2024年年均产金约6吨,目 前生产运营正常且仍有进一步提升空间,有望显著支撑紫金矿业2028年矿产金100—110吨的规划目标。 (原标题:港股异动 | 紫金黄金国际(02259)涨超6% 哈萨克斯坦Raygorodok金矿项目收购完成交割) 智通财经APP获悉,紫金黄金国际(02259)涨超6%,截至发稿,涨6.13%,报138.3港元,成交额1.41亿港元。 消息面上,10月12日,紫金黄金国际发布公告,紫金矿业控股子公司紫金黄金国际 ...
紫金矿业(02899):哈萨克斯坦Raygorodok金矿项目收购完成交割
智通财经网· 2025-10-12 10:37
Core Viewpoint - Zijin Mining has successfully completed the acquisition of 100% equity in the Raygorodok gold mine in Kazakhstan, which is expected to enhance its production capacity and profitability in the gold mining sector [1] Group 1: Acquisition Details - The acquisition was finalized on October 10, 2025, after all conditions precedent were met or waived [1] - The Raygorodok gold mine has a resource reserve of 208 million tons with an average gold grade of 1.0 grams per ton, amounting to 197.4 tons of gold [1] - The mine's reserves include 97 million tons of ore with an average gold grade of 0.9 grams per ton, equating to 87 tons of gold [1] Group 2: Strategic Implications - The acquisition will allow Zijin Mining to accelerate project feasibility studies and optimize open-pit mining boundaries, potentially increasing resource utilization and expanding production scale [1] - The Raygorodok mine is located in a significant gold mineralization belt in Kazakhstan, characterized by large resource volumes, long service life, and mature processing technology, which contributes to lower comprehensive costs and strong profitability [1] - The mine is expected to contribute approximately 6 tons of gold annually from 2023 to 2024, supporting Zijin Mining's goal of producing 100-110 tons of gold by 2028 [1] Group 3: Operational Synergies - With the acquisition, Zijin Mining's operational gold mines increase to nine, strengthening its asset scale, profitability, and global industry position [2] - The Raygorodok mine will synergize with other mines in Tajikistan and Kyrgyzstan in logistics, technical management, and talent allocation, enhancing Zijin Mining's resilience and competitiveness in Central Asia [2]
紫金矿业(02899.HK):哈萨克斯坦Raygorodok金矿项目收购完成交割
Ge Long Hui· 2025-10-12 10:33
Core Viewpoint - Zijin Mining has successfully completed the acquisition of 100% equity in the Raygorodok gold mine in Kazakhstan, which is expected to enhance its production capacity and profitability in the gold mining sector [1][2] Group 1: Acquisition Details - The acquisition was finalized on October 10, 2025, after all conditions precedent were met or waived [1] - The Raygorodok gold mine has a resource reserve of 208 million tons with an average gold grade of 1.0 grams per ton, amounting to 197.4 tons of gold [1] - The mine's proven reserves are 97 million tons with an average gold grade of 0.9 grams per ton, equating to 87 tons of gold [1] Group 2: Economic Impact - The mine is expected to contribute approximately 6 tons of gold annually from 2023 to 2024, supporting Zijin Mining's goal of producing 100-110 tons of gold by 2028 [2] - The acquisition is anticipated to provide immediate production and profit contributions, with a short investment payback period and strong economic benefits [2] - The successful acquisition increases Zijin Mining's operational gold mines to nine, solidifying its asset scale and profitability [2] Group 3: Strategic Advantages - The Raygorodok mine is located in a significant gold-producing region, featuring large resource volumes, long service life, and mature processing technology [2] - The mine's integration with other regional operations in Tajikistan and Kyrgyzstan is expected to enhance logistics, technical management, and talent allocation, improving Zijin Mining's competitive position in Central Asia [2] - This acquisition is seen as a new growth driver for Zijin Mining, enhancing its regional risk resilience and overall competitiveness [2]
紫金黄金国际(02259) - 联合公告-关於哈萨克斯坦Raygorodok金矿项目收购完成交割的公...
2025-10-12 10:16
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的內容概不負責,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分內容而產生或 因依賴該等內容而引致的任何損失承擔任何責任。 聯合公告 關於哈薩克斯坦 Raygorodok 金礦項目收購完成交割的公告 茲提述紫金礦業集團股份有限公司(以下簡稱「紫金礦業」)日期為 2025 年 6 月 29 日的關 於收購哈薩克斯坦 Raygorodok 金礦項目的公告(「該公告」)及紫金黃金國際有限公司(以 下簡稱「紫金黃金國際」)日期為 2025 年 9 月 19 日的招股章程(「該招股章程」)。除另 有定義外,本公告內所用辭彚與該公告及該招股章程所載者具有相同涵義。 (於香港註冊成立的有限公司) 紫金礦業控股子公司紫金黃金國際通過全資子公司收購哈薩克斯坦 Raygorodok 金礦(以下 簡稱「RG 金礦」)100%權益。鑒於協議中約定的交割先決條件已全部實現或豁免,本次收 購已於 2025 年 10 月 10 日完成交割,紫金黃金國際現已持有 RG 金礦 100%權益。 根據紫金黃金國際招股說明書顯示,截至 2025 年 6 月 30 ...
洛阳钼业完成厄瓜多尔金矿交割 看好黄金未来长期走势
Zheng Quan Shi Bao Wang· 2025-06-26 07:43
Core Viewpoint - Luoyang Molybdenum has successfully acquired Lumina Gold, gaining 100% ownership of the Cangrejos Project in Ecuador, thereby expanding its gold resource portfolio [1] Group 1: Acquisition Details - The acquisition was completed on June 24, 2025, for a total cash consideration of CAD 581 million [1] - The Cangrejos Project is located in the El Oro province of Ecuador, with a resource estimate of 1.376 billion tons and an average gold grade of 0.46 g/t, containing 638 tons of gold [1] - The mine has a projected lifespan of 26 years [1] Group 2: Strategic Importance - This acquisition marks Luoyang Molybdenum's second asset in South America, following its 2016 acquisition of niobium and phosphate operations in Brazil [2] - The company plans to leverage its extensive experience in South America to maximize synergies and implement advanced mining technologies [2] Group 3: Production and Economic Outlook - The project is expected to commence production by 2028, with an annual output of approximately 11.5 tons of gold [2] - The Cangrejos Project could increase Ecuador's gold production by nearly 50%, as the country is projected to produce 24.3 tons of gold in 2024 [2] - The all-in sustaining cost (AISC) for the mine is estimated at around USD 671 per ounce, positioning it within the lower cost quartile of global gold mines [3] Group 4: Future Prospects - The company anticipates potential increases in resource reserves based on ongoing exploration efforts [3] - The favorable infrastructure surrounding the mine, including proximity to major transport routes and water sources, is expected to enhance cost competitiveness [3] - Luoyang Molybdenum views gold as a key asset for future expansion, recognizing its dual financial and industrial attributes in the current economic landscape [3]