Stock Performance - The stock price of Chifeng Jilong Gold Mining Co., Ltd. closed at 37.30 yuan on February 13, 2026, down 2.48%, influenced by a 3.26% drop in spot gold prices to 4,918.36 USD/ounce, linked to algorithmic trading liquidation due to a decline in U.S. stocks [1] - On February 9, 2026, there was a net outflow of 183 million yuan in main funds, accounting for 7.05% of the total trading volume, indicating an increase in short-term risk aversion [1] - An announcement was made on January 28, 2026, regarding abnormal stock fluctuations, as the stock price deviated by over 20% for three consecutive trading days, but no undisclosed significant matters were reported [1] Financial Performance - The company issued a profit forecast on January 5, 2026, expecting a net profit attributable to shareholders of 3 to 3.2 billion yuan for 2025, representing a year-on-year increase of 70%-81%, primarily due to gold production of approximately 14.4 tons and a 49% increase in sales prices [2] - The third quarter report for 2025 showed a net profit attributable to shareholders of 2.058 billion yuan for the first three quarters, a year-on-year increase of 86.21%, with a 140.98% increase in net profit for the third quarter alone [2] Strategic Developments - The company successfully completed its H-share listing in 2025, becoming the first "A+H" listed company in Inner Mongolia, aimed at attracting overseas capital and promoting international resource acquisitions [3] - Recent resource acquisitions, such as the stake in Xinhe River Mining, have expanded the company's resource reserves, with the debt-to-asset ratio decreasing to 33.85% by the end of the third quarter of 2025, and operating cash flow net increased by 51.54% year-on-year [3]

Core Viewpoint - Xiamen Tungsten Co., Ltd. plans to acquire a 39% stake in Jiujiang Dadi to secure upstream tungsten raw material supply and increase self-sufficiency in tungsten resources [1] Group 1: Acquisition Details - The company has signed a share transfer intention agreement with the transferor, Shangdaxin, and the target company [1] - The transaction price will be based on the proportion of the transferor's equity multiplied by the state-owned asset appraisal value of the target company's total equity [1] - An intention payment of 28 million yuan will be made to Shangdaxin, who will pledge 8% of its stake in Jiujiang Dadi as collateral for the intention payment [1] Group 2: Company Background - Jiujiang Dadi is primarily engaged in mineral development and exploration and is currently in the preliminary exploration stage with no production or operational activities [1] - The company has one wholly-owned subsidiary, Xiushui County Kunshan Tungsten Mine Co., Ltd. [1]

Core Viewpoint - Zijin Mining announced the acquisition of Allied Gold Corporation for approximately 5.5 billion CAD (around 28 billion RMB) at a cash price of 44 CAD per share, enhancing its resource portfolio in Africa [2][3] Group 1: Acquisition Details - The acquisition involves all issued common shares of Allied Gold Corporation, which has key assets including the Sadiola gold mine in Mali and the Côte d'Ivoire gold complex [2] - Allied Gold's resources include 533 tons of gold with an average grade of 1.48 grams per ton, and gold production is projected at 10.7 tons in 2023 and 11.1 tons in 2024, with an expected increase to 11.7 to 12.4 tons in 2025 [2] Group 2: Strategic Implications - This acquisition will strengthen Zijin Mining's resource synergy in Africa, creating a strong collaborative effect with nearby mining operations [3] - The proximity of the Kurmuk project in Ethiopia to the Bisha zinc (copper) mine in Eritrea highlights the regional advantages and will enhance the company's gold segment in Africa [3]

数据显示，截至1月26日收盘，紫金矿业股价报39.5元/股，收盘涨幅为5.17%，总市值为1万亿元。 加码金矿业务 公告显示，紫金矿业控股的紫金黄金国际（即"买方"，公司持有其85%股权，股票代码为2259.HK）与 联合黄金（多伦多证券交易所和纽约证券交易所两地上市，股票代码为AAUC）签署《安排协议》，紫 金黄金国际拟以44加元/股的现金价格，收购联合黄金全部已发行的普通股，收购对价共计约55亿加 元。 联合黄金核心资产包括在产的马里Sadiola金矿、科特迪瓦金矿综合体（含 Bonikro和Agbaou金矿），及 将于2026年下半年建成投产的埃塞俄比亚Kurmuk金矿。 公告显示，马里Sadiola金矿为在产露天金矿，联合黄金持有80%权益，马里政府持有20%权益。联合黄 金同时持有临近Korali-Sud金矿65%权益，但该金矿已近开采末期。科特迪瓦金矿综合体由Bonikro和 Agbaou 2个在产露天金矿项目组成。Bonikro项目包含Bonikro金矿和Hiré金矿，联合黄金分别持有 89.89%和89.80%权益，科特迪瓦政府均持有10%权益，其余股东分别持有0.11%和0.2%权益。联合黄 ...

金价迭创新高之际，A股黄金板块市值最大的公司紫金矿业（601899）再出手加码黄金赛 道：拟280亿元（人民币，下同）收购黄金资产。 具体来看，1月26日晚间，紫金矿业公告，今日，公司控股的紫金黄金国际与联合黄金签署 《安排协议》，紫金黄金国际拟以44加元/股的现金价格收购在多伦多证券交易所和纽约证券 交易所两地上市的Allied Gold Corporation（简称"联合黄金"）全部已发行的普通股，收购 对价共计约55亿加元，约合人民币280亿元。 公告显示，联合黄金是一家总部位于加拿大的黄金矿业公司，于2023年9月在多伦多证券交 易所上市，2025年6月在纽约证券交易所上市，证券代码为AAUC。 联合黄金的核心资产包括在产的马里Sadiola金矿、科特迪瓦金矿综合体（含Bonikro和 Agbaou金矿），以及将于2026年下半年建成投产的埃塞俄比亚Kurmuk金矿。截至2024年 底，联合黄金拥有金资源量533吨，平均品位1.48克/吨；联合黄金2023、2024年分别产金 10.7吨、11.1吨；预计2025年产金11.7~12.4吨；依托Sadiola项目改扩建及Kurmuk项目建 成投产，预计 ...

Core Viewpoint - Luoyang Molybdenum (03993) has completed the acquisition of 100% equity in Aurizona Gold Mine, RDM Gold Mine, and Bahia Complex from Equinox Gold Corp, which is expected to enhance its gold production and profitability significantly [1] Group 1: Acquisition Details - The acquisition was finalized on January 23, 2026, after all conditions precedent were met or waived [1] - The acquired gold assets contain a total gold resource of 5.013 million ounces with an average grade of 1.88 g/t, and gold reserves of 3.873 million ounces with an average grade of 1.45 g/t [1] Group 2: Operational and Financial Impact - The company has successfully operated its niobium-phosphate project in Brazil for nearly ten years, leveraging operational experience and synergies to expedite the acquisition process [1] - The acquisition is expected to contribute to the company's production and profit immediately, with an anticipated annual gold production of 6-8 tons by 2026, supporting the company's gold production targets and enhancing resource reserves [1]

Core Viewpoint - On January 25, Luoyang Molybdenum Co., Ltd. announced the acquisition of 100% equity in Aurizona Gold Mine, RDM Gold Mine, and Bahia Complex from Equinox Gold Corp, with the transaction completed on January 23, 2026 [2] Group 1: Acquisition Details - The acquisition was facilitated through a subsidiary and was completed swiftly due to the operational experience and synergies gained from the company's existing niobium-phosphate project in Brazil, which has been operational for nearly ten years [2] - The acquired gold assets contain a total gold resource of 5.013 million ounces with an average grade of 1.88 g/t, and gold reserves of 3.873 million ounces with an average grade of 1.45 g/t [2] Group 2: Economic Impact - The company anticipates that the substantial gold resources, along with well-established infrastructure and mature beneficiation processes, will contribute to production and profits immediately following the acquisition [2] - The expected annual gold production for 2026 is projected to be between 6 to 8 tons, which will positively impact the company's gold production targets and enhance resource reserves [2]

Core Viewpoint - Company completed the acquisition of 100% equity in Aurizona Gold Mine, RDM Gold Mine, and Bahia Complex from Equinox Gold Corp, enhancing its gold resource portfolio and operational capabilities [1] Group 1: Acquisition Details - The acquisition was finalized on January 23, 2026, after all conditions stipulated in the agreement were met or waived [1] - The acquired gold assets contain a total gold resource of 5.013 million ounces with an average grade of 1.88 g/t, and gold reserves of 3.873 million ounces with an average grade of 1.45 g/t [1] Group 2: Operational and Financial Impact - The company has successfully operated its niobium-phosphate project in Brazil for nearly ten years, leveraging operational experience and synergies to expedite the acquisition process [1] - The acquired gold mines are expected to contribute significantly to the company's production and profits, with an anticipated annual gold production of 6-8 tons in 2026, supporting the company's gold production targets and enhancing resource reserves [1]

Core Viewpoint - The company Jinmoly Co., Ltd. (601958.SH) announced the acquisition of a 24% stake in Anhui Jinsuo Molybdenum Co., Ltd. from Zijin Mining Group Co., Ltd. for a consideration of 1.731 billion yuan, increasing its total stake in Jinsuo Molybdenum to 34% [1] Group 1 - The acquisition aims to leverage the advantages of molybdenum industry development and enhance resource security, thereby strengthening the company's influence in the industry [1] - The transaction is also intended to accelerate the development and construction of the Shapinggou Molybdenum Mine, allowing the company to realize resource value and obtain investment returns sooner [1]

Group 1 - The company holds a total of 15% of the issued share capital of SM Minerals and has entered into a share purchase agreement to acquire an additional 55% for $89 million, which will increase its total holding to 70% upon completion [1] - The Bokala project consists of the Bokala North mining rights and Bokala South exploration rights, covering a total area of 34.3 square kilometers in Kazakhstan's Aktobe province, granting exclusive rights to explore and mine copper resources [1] Group 2 - The Bokala North mining area has an ore resource of 384 million tons, containing 1.58 million tons of copper with an average grade of 0.41%, and 940,000 tons of proven and controlled copper, accounting for approximately 60% [2] - The project is expected to have an annual processing capacity of 14 million tons of ore, with a target production of approximately 45,000 tons of copper concentrate per year upon reaching full capacity [2] - The acquisition is seen as a strategic foothold for the company in the Central Asian region, providing new development potential for future resource exploration and expansion [2]