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13.5亿并购撬动560亿金矿,盛屯矿业高风险博弈
Xin Lang Cai Jing· 2025-10-16 07:25
智通财经记者 | 牛其昌 正当国际金价不断刷新历史高点之时,深耕有色金属多年的盛屯矿业(600711.SH)将目标瞄准了海外金矿,公司计划以13.5亿元溢价收购加拿大一矿业公 司,从而将其位于非洲尚未投入运营的金矿资源揽入帐下。 盛屯矿业证券部相关负责人对智通财经表示,"此次并购谈判实际上是一个比较长期的过程,只是说刚好赶上金价攀升至历史高位的时间点,但我们也是十 分看好未来金价的上涨趋势"。 10月14日晚间,盛屯矿业发布公告称,公司拟通过加拿大全资子公司,以2.61亿加元的价格(约13.5亿元人民币)收购加拿大上市公司Loncor的100%股权, 从而获得其位于刚果(金)的Adumbi(下称"阿杜姆比")金矿资产。 按照标的控制资源量188万盎司计算,盛屯矿业有望以13.5亿元的出价拿下价值高达78.96亿美元,约合人民币560亿元的顶级金矿。 但需要强调的是,就在标的金矿所在的伊图里省,中国驻刚果(金)大使馆今年7月刚发布通报,该地区非法武装持续作乱,针对中国公民和企业的暴力冲 突、武装抢劫和绑架等事件频发,明确中国公民切勿前往。 对于盛屯矿业来说,这笔13.5亿元的并购无异于一场"富贵险中求"的博弈。 ...
紫金黄金国际:哈萨克斯坦Raygorodok金矿项目收购完成交割
Ge Long Hui· 2025-10-12 10:26
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。 RG金矿的顺利交割使紫金黄金国际旗下在产黄金矿山增至9座,进一步夯实其资产规模、盈利水平和全 球行业地位。RG金矿将与塔吉克斯坦吉劳/塔罗金矿、吉尔吉斯斯坦左岸金矿在物流通道、技术管理 及人才调配等方面形成良好协同,有助于紫金黄金国际持续深耕中亚,提升区域抗风险能力与综合竞争 力,为紫金黄金国际的发展注入新动能。 格隆汇10月12日丨紫金黄金国际(02259.HK)公告,紫金矿业控股子公司紫金黄金国际通过全资子公司收 购哈萨克斯坦Raygorodok金矿(以下简称"RG金矿")100%权益。鉴于协议中约定的交割先决条件已全部 实现或豁免,本次收购已于2025年10月10日完成交割,紫金黄金国际现已持有RG金矿100%权益。 根据紫金黄金国际招股 ...
紫金黄金国际(02259.HK):哈萨克斯坦Raygorodok金矿项目收购完成交割
Ge Long Hui A P P· 2025-10-12 10:25
Core Viewpoint - Zijin Mining's subsidiary, Zijin Gold International, has successfully acquired 100% equity of the Raygorodok gold mine in Kazakhstan, enhancing its asset scale and global industry position [1][2] Group 1: Acquisition Details - The acquisition of the RG gold mine was completed on October 10, 2025, after all conditions precedent were met or waived [1] - As of June 30, 2025, the RG gold mine has a resource reserve of 208 million tons with an average gold grade of 1.0 grams per ton, totaling 197.4 tons of gold [1] - The mine's reserves are 97 million tons with an average gold grade of 0.9 grams per ton, amounting to 87 tons of gold [1] Group 2: Economic Impact - The RG gold 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 mine's operational efficiency and established infrastructure are anticipated to yield strong profitability and a short investment payback period [2] - The successful acquisition increases Zijin Gold International's operational gold mines to nine, solidifying its asset scale and profitability [2] Group 3: Strategic Advantages - The RG gold mine is located in a significant gold-producing region in Kazakhstan, providing a long service life and low comprehensive costs [2] - The mine will synergize with other mines in Tajikistan and Kyrgyzstan, enhancing logistics, technical management, and talent allocation [2] - This acquisition is expected to strengthen Zijin Gold International's competitive edge and risk resilience in the Central Asian region [2]
紫金矿业(02899) - 联合公告-关於哈萨克斯坦Raygorodok金矿项目收购完成交割的公告
2025-10-12 10:25
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。 Zijin Mining Group Co., Ltd.* Zijin Gold International Company Limited 紫金礦業集團股份有限公司 紫金黃金國際有限公司 (於中華人民共和國註冊成立的股份有限公司) 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。 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 ...
紫金矿业加纳金矿10亿美元收购价全部付清,但金矿并购战车未停
Xin Lang Cai Jing· 2025-08-01 13:53
Core Viewpoint - Zijin Mining Group has successfully acquired the Akyem gold mine in Ghana, enhancing its gold production capacity and resource base, with significant potential for future growth in production and reserves [2][3][4][5]. Group 1: Acquisition Details - Zijin Mining announced the acquisition of Akyem gold mine, with a total transaction value of $1 billion, structured in two payments: $900 million at closing and $100 million upon parliamentary approval of the mining lease [3][4]. - The acquisition was completed on April 16, 2025, with Zijin Mining paying $888 million initially after adjustments [4]. - The Akyem gold mine has a resource of 54.4 tons of gold and a reserve of approximately 34.6 tons, with an average grade of 3.36 g/t and 1.35 g/t respectively [4][5]. Group 2: Production and Future Potential - The Akyem mine has been in commercial production since 2013, currently operating as an open-pit mine with a processing capacity of 8.5 million tons per year [5]. - Gold production from 2021 to 2024 was 11.9 tons, 13.1 tons, 9.2 tons, and 6.4 tons respectively, with a transition to underground mining expected by 2028 [5]. - Zijin Mining anticipates that further exploration and technological evaluations could significantly increase the mine's resource reserves and production lifespan, contributing positively to the company's gold production targets [5]. Group 3: Strategic Expansion - The acquisition of Akyem marks Zijin Mining's seventh gold mine acquisition since 2020, indicating a strategic focus on expanding its gold mining portfolio [6]. - Following the Akyem acquisition, Zijin Mining is also pursuing the acquisition of RG Gold LLP in Kazakhstan for $1.2 billion, further diversifying its gold assets [6]. - The company is planning to restructure its overseas gold mining assets and aims to list its subsidiary, Zijin Gold International, on the Hong Kong Stock Exchange, which includes eight major gold mines across various regions [7].
紫金矿业(02899):加纳Akyem金矿采矿租约获得加纳议会追认
智通财经网· 2025-08-01 09:59
Group 1 - The core point of the news is that Zijin Mining has successfully acquired the Akyem gold mine in Ghana, with the Ghanaian Parliament approving mining leases for the eastern and western regions, valid until January 18, 2037, and January 18, 2030, respectively [1][2] - The total transaction price for the acquisition is $1 billion, with an initial payment of $900 million at closing and a remaining $100 million to be paid after parliamentary approval of the eastern mining lease [1] - The first payment was adjusted to $888 million after accounting for cash and operating funds, and the remaining $100 million was paid to Newmont Corporation on July 31, 2025, following the fulfillment of payment conditions [1] Group 2 - The Akyem gold mine has been operating smoothly since the acquisition, with equipment in good condition and production metrics meeting expectations, contributing to the company's output and profits in the acquisition year [2] - The project has favorable mineralization conditions and significant potential for resource expansion, and the company plans to enhance resource reserves, service life, and gold production through further exploration and technical improvements [2] - The rising gold prices provide a strong backdrop for the company's efforts to support the continuous growth of its gold segment business [2]