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）。 ...

国际黄金价格大涨背景下，洛阳钼业(603993.SH)拟高价收购一家加拿大黄金公司。 4月22日，洛阳钼业(603993.SH)官网发布消息称，该公司将以全现金方式收购加拿大上市公司Lumina黄金(TSXV:LUM)全部已发行和未发行的所有普通股， 交易总价约为5.81亿加元(折合人民币约30.68亿元)。 Lumina黄金是一家在多伦多证券交易所创业板上市的贵金属和基本金属勘探公司，总部位于温哥华，公司100%持有位于厄瓜多尔西南部埃尔奥罗省的 Cangrejos金矿项目。 目前，该协议已获得Lumina52.3%股东的表决支持，后续将按照当地公开收购程序推进。 年报显示，2024年洛阳钼业营业收入首次突破两千亿元，达到2130亿元，同比增长14%；归母净利润首破百亿元，达到135亿元，同比增长64%；经营性现 金流324亿元，同比增长108%。 今年前三季度，洛阳钼业主要产品铜、钴、铌产品产量同比分别增加15.65%、20.68%和4.39%。 今年以来，国际黄金价格大幅上涨。截至4月22日10点左右，COMEX黄金期货价格为3463.7美元/盎司，伦敦金现价格3448.91美元/盎司。 据洛阳钼业介绍 ...