智通财经APP获悉，东北证券发布研报称，维持紫金黄金国际(02259)"买入"评级，随金价上涨、Allied Gold收购完成，将公司2025/2026/2027年归母净利润上修至15.4/39.9/49.3亿美元，同比增速 220%/159%/24%。考虑到金价长牛背景，叠加公司资源获取能力、矿山运营能力、产量兑现能力等α属 性强大。 Allied Gold还有进一步降本的空间，紫金赋能后业绩有望显著改善 25Q1-Q3，Sadiola/Bonikro/Agbaou的AISC成本分别为2067/1647/2403美元/盎司，平均AISC成本超2000 美元/盎司，但未来整体有望改善：1)Sadiola二期投产后，增设重油机组+光伏+储能系统，幅降低现有 能源成本，AISC预计降至1200美元/盎司;2)Kurmuk投产后，目前预计的全生命周期AISC<950美元/盎司; 此外，通过紫金赋能，完善采选方案设计、优化供应链管理等方式，Allied Gold成本有望得到更好控制 (参考奥罗拉、罗斯贝尔等在被紫金收购后迅速扭亏为盈，完成价值修复)。 紫金黄金国际拟以44加元/股，总对价55亿加元(约280亿人民币) ...

公司点评报告 · 有色金属行业 收购 Allied Gold，强化黄金板块综合实力 2026 年 1 月 27 日 核心观点 （1）马里 Sadiola 金矿一期选厂技改已基本完成，采选规模由 500 万吨/年提 升至 570 万吨/年，黄金年产量有望提升至 6.2~7.2 吨。二期投产后，项目预 计前四年平均年产金 12.4 吨，矿山生命周期内年均产金 9.3 吨，全维持成本 预计将由 25Q3 的 2,067 美元/盎司下降至 1,200 美元/盎司。 （2）科特迪瓦金矿综合体（包括 Bonikro 和 Agbaou 项目）两座金矿采选规 模均约为 250 万吨/年，拟进一步整合运营，力争实现 Bonikro 金矿年均产金 3.1 吨、Agbaou 金矿年均产金 2.7 吨的产量目标。 （3）埃塞俄比亚 Kurmuk 金矿是重要增量项目，计划于 2026 年下半年投产， 设计采选规模为 640 万吨/年，预计前四年平均年产金 9 吨，矿山生命周期内 年均产金 7.5 吨，全维持成本预计将低于 950 美元/盎司。 紫金矿业（股票代码：601899.SH） | | | 分析师 华立 ：021-2025262 ...

紫金矿业晚间公告，公司控股的紫金黄金国际有限公司拟以44加元/股的价格，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）。 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2029年产金将提升至25吨。 ...

Core Viewpoint - Shengton Mining (600711.SH) announced a cash acquisition of all issued and diluted shares of Canadian company Loncor for approximately CAD 261 million (about RMB 1.35 billion), which will allow Shengton to hold 100% of Loncor after the transaction [1] Group 1: Acquisition Details - The acquisition price is set at CAD 1.38 per share, with the total transaction amount being approximately CAD 261 million [1] - 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 [1] - The Adumbi gold mine has an inferred resource of 2.09 million ounces of gold, with ore reserves of 22.51 million tons at a grade of 2.89 grams per ton [1] Group 2: Market Context - The international gold price has been rising, with spot gold reaching a peak of USD 4,186.8 per ounce and COMEX gold futures hitting USD 4,205.8 per ounce, both setting new price records [1] - Based on the current gold price of approximately USD 4,100 per ounce, the controlled resource value of the mine is estimated to be USD 7.7 billion, significantly exceeding the acquisition price of RMB 1.35 billion [2] Group 3: Company Background and Financial Performance - Shengton Mining was listed in 1996 and is a well-established A-share company, focusing on energy metals, basic metals, and metal trading, particularly in copper, nickel, and cobalt for new energy batteries [2] - The company reported a revenue of RMB 25.7 billion for 2024, a year-on-year increase of 5.21%, and a net profit attributable to shareholders of RMB 2.005 billion, a significant increase of 657.63% [2] - However, in the first half of 2025, revenue grew by 20.94% to RMB 13.804 billion, while net profit decreased by 5.81% to RMB 1.053 billion [2] Group 4: Regulatory Issues - Shengton Mining faced risk warnings due to revenue recognition violations from 2021 to 2023, which led to the company being under scrutiny by the China Securities Regulatory Commission [3] - The company was found to have recognized revenue without the actual transfer of control over goods, resulting in inflated financial reports during that period [3][4]

蒙古央行消息，蒙古国央行2025年8月份共收购黄金690.1公斤，2025年以来累计收购贵金属7.7吨，同比 下降24.1%。其中，达尔汗乌拉省分行收购贵金属494公斤，巴彦洪格尔省分行收购贵金属1138.7公斤。 8月份黄金收购均价为每克38.7万图格里克（约774元人民币）。 ...

Group 1 - Luoyang Molybdenum (603993.SH) plans to acquire all issued and unissued common shares of Canadian company Lumina Gold for approximately 581 million CAD (about 3.068 billion RMB) in cash [1] - Lumina Gold is a precious and base metals exploration company listed on the TSX Venture Exchange, fully owning the Cangrejos gold project located in Ecuador [1] - The Cangrejos project has a resource estimate of 1.376 billion tons with an average gold grade of 0.46 g/t, containing 638 tons of gold, and a reserve of 659 million tons with an average gold grade of 0.55 g/t, containing 359 tons of gold [1] Group 2 - The acquisition price translates to 1.27 CAD per share, representing a 41% premium over Lumina's closing price on April 17 [2] - Luoyang Molybdenum has signed a subscription agreement for 20 million USD in convertible bonds to support the ongoing operations of the Cangrejos project [2] Group 3 - The acquisition has received support from 52.3% of Lumina's shareholders and will proceed according to local public acquisition procedures [4] - Luoyang Molybdenum's revenue is projected to exceed 200 billion RMB for the first time in 2024, reaching 213 billion RMB, a 14% year-on-year increase [4] - The company reported a net profit of 13.5 billion RMB, a 64% increase year-on-year, and operating cash flow of 32.4 billion RMB, up 108% year-on-year [4] - In the first three quarters of this year, production of copper, cobalt, and niobium increased by 15.65%, 20.68%, and 4.39% respectively [4] - International gold prices have significantly risen, with COMEX gold futures at 3,463.7 USD/oz and London gold spot prices at 3,448.91 USD/oz as of April 22 [4]