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金价破高,紫金矿业“拆金”上市:市值暴涨与千亿负债背后的“双面账”
Hua Xia Shi Bao· 2025-09-19 01:04
9月16日晚间,伦敦金现持续拉升,升破3700美元/盎司,再创历史新高,这是现货黄金首次站上3700大 关。就在黄金价格不断被重新定义的敏感时点,紫金矿业(601899.SH)迅速将"国际金矿资产"推向资 本市场。 根据港交所网站的最新信息,紫金矿业计划将旗下国际金矿业务紫金黄金国际有限公司(下称"紫金黄 金国际")分拆上市,并已于9月14日通过联交所的上市聆讯。这意味着,紫金黄金国际即将进入招股程 序。 接近交易的市场人士向记者透露,紫金黄金国际的募资目标原定为10亿美元,随后两度上调至20亿、再 至30亿美元。 该人士续称:"黄金资产估值预期水涨船高,资本市场愿意为资源型公司'高位买单'。预计最快本周进 行招股,月内完成挂牌交易。" 根据其招股书披露,此次募资主要用于加码全球金矿资源的并购、提升现有矿山产能,以及扩展勘探范 围。资本直指增长源头,意在形成更完整的上游控制力,摩根士丹利与中信证券作为其上市的联席保荐 人。 若紫金黄金国际成功上市,其有望成为继宁德时代后,今年香港市场第二大IPO项目,亦可能是黄金板 块近年来在港交所最具分量的一笔融资操作。 对资本市场而言,这不仅是黄金股的一次放量冲刺,更是资 ...
美伊暂时停火,欧佩克+联手增产,石油定价战卷土重来
Sou Hu Cai Jing· 2025-07-08 06:50
Core Viewpoint - OPEC+ has decided to increase oil production by 548,000 barrels per day in August, aiming to reshape market dynamics amidst a backdrop of geopolitical tensions and competition for resource pricing power [1][3][4] Group 1: OPEC+ Production Decision - The increase in production is part of a gradual capacity release plan established by OPEC+ at the end of 2023, which aims to add 2.2 million barrels per day over 18 months, indicating a strategic response to changing market conditions [3][6] - The decision to accelerate production reflects a judgment that demand uncertainty is decreasing following the temporary cessation of U.S.-Iran conflicts, while competitive pressures from non-OPEC producers, particularly U.S. shale oil companies, are rising [3][4] Group 2: Geopolitical Implications - The collaboration between Saudi Arabia and Russia signifies a mature "limited alliance strategy," where both countries, despite differing geopolitical stances, find common ground in the oil sector [4][6] - The timing of the production increase is critical, coinciding with high U.S. interest rates and signs of economic slowdown, suggesting a proactive adjustment to counter Western energy policies [6][8] Group 3: Future Energy Landscape - The increase in production may signal a shift in global energy investment strategies, prompting a reassessment of capital allocations towards fossil fuels and green energy initiatives [8][9] - Saudi Arabia's recent diplomatic maneuvers, including engagement with China and a neutral stance in the Russia-Ukraine conflict, reflect a strategic pursuit of energy stability and geopolitical influence [8][9] - The evolving role of OPEC+ is transforming it into a powerful platform that leverages energy influence to impact diplomatic, trade, and financial sectors, indicating a complex reconfiguration of traditional energy alliances [8][9]