潼关黄金(00340)盘中涨超5%，截至发稿，涨4.67%，报3.14港元，成交额9668.19万港元。 消息面上，根据联交所最新权益披露资料显示，1月2日，蒋薇增持潼关黄金50万股，价值约140万港 元；1月5日，蒋薇增持潼关黄金233.6万股，价值约670.43万港元。1月6日，蒋薇增持潼关黄金110万 股，涉资约327.8万港元。增持后，蒋薇最新持股数目为11.9亿股，持股比例上升至22.90%。 环球富盛此前发布研报称，25年上半年，潼关黄金正将业务策略从多元化转向专注高回报的金矿开采业 务，进一步巩固市场地位。25H1公司股东应占溢利较上期录得273%的显著增长，反映战略重组的成 功。集团的黄金回收业务活动包括通过从其他供应链企业购买旧黄金并由分销商精炼，并销售实物金 锭。25年上半年，黄金回收业务并无进行任何交易。此外，公司通过并购及融资支持肃北县矿产业务扩 张。 ...

Core Viewpoint - China UnionPay has announced the termination of Citibank (China) Co., Ltd.'s membership, which restricts Citibank's ability to process RMB payment transactions through the UnionPay network, impacting its credit card and payment tool usage in China [1][2][4] Group 1: Membership Termination - The termination of Citibank's UnionPay membership reduces the number of foreign banks with UnionPay membership in China from 9 to 8, with remaining members including HSBC, Standard Chartered, and others [1][4] - This membership is crucial for foreign financial institutions to access China's local payment clearing system, and its loss significantly limits Citibank's service capabilities in the retail payment sector [4][5] Group 2: Business Adjustments - The termination is part of Citibank's ongoing strategic withdrawal from personal banking in China, which has been evident since the announcement in April 2021 to exit personal banking in 14 markets, including mainland China [5][6] - Recent leadership changes at Citibank China, including the resignation of its chairman and changes in legal representatives, may be linked to the adjustments in business qualifications, although no official explanation has been provided [4][5] Group 3: Strategic Shift - Citibank's exit from UnionPay is a concrete step in its global strategy to reduce retail banking operations and focus on institutional clients and wealth management [5][6] - The bank's recent actions, including the sale of its personal banking wealth management business to HSBC and the cessation of personal credit card transactions, indicate a comprehensive retreat from retail operations [5][6]