黄金资源储备
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果然财经|黄金“热浪”席卷:金价飙涨下的市场百态
Sou Hu Cai Jing· 2025-10-15 10:10
齐鲁晚报·齐鲁壹点记者 尹睿 国际金价如脱缰野马,一路狂飙。10月15日,Wind数据显示,伦敦金现货价格历史首次突破4200美元/盎司关口,再创历史新高。这场"金色风暴"正以惊 人速度席卷各个角落,从珠宝柜台到银行柜台,从普通消费者到上市公司,无一不被卷入这场前所未有的黄金热潮中。 记者梳理发现,这已是多家珠宝品牌年内的第二轮甚至第三轮调价。例如,周大福在今年3月已完成一轮10%至20%的调价,而老铺黄金已在今年2月、8 月完成两轮调价。 上市公司重金"抢矿",银行购金门槛三连升 黄金价格的持续走高,不仅点燃了消费市场,更让资本市场掀起 "淘金热"。10 月 14 日晚间,盛屯矿业发布重磅公告,拟以 13.5 亿元人民币现金收购加 拿大 Loncor 公司全部股权,从而掌控其核心资产 —— 刚果(金)阿杜姆比金矿。据披露,该金矿控制资源量达 188 万盎司黄金,推断资源量 209 万盎 司,"资源规模在同类项目中不逊色"。盛屯矿业表示,此次收购将 "大幅度提升公司黄金储量,夯实黄金业务基础",预计投产后对业绩产生积极影响。 图片来源: Wind 一夜涨24元,黄金"一口价" 调价潮来袭 受国际金价持续走高的 ...
溢价143倍!四川黄金5.10亿元“抢下”新疆金矿,新一波“买矿增产热”来袭?
Sou Hu Cai Jing· 2025-10-11 15:12
Core Viewpoint - The recent acquisition of exploration rights for the Kugezi-Juebei gold mine by Sichuan Gold for 510 million yuan highlights the increasing competition among gold companies in China amid rising international gold prices, despite challenges in resource availability and production capacity [1][3][8]. Group 1: Company Actions - Sichuan Gold's acquisition of the Kugezi-Juebei gold mine exploration rights is a strategic move to mitigate risks associated with reliance on a single mine, as its primary mine is entering a depletion phase [3][6]. - The exploration area is located in a significant gold mineralization belt, indicating favorable geological conditions and substantial exploration potential [5]. - The funding for this acquisition will come from the company's own funds or bank loans, reflecting a commitment to enhancing resource reserves and core competitiveness [8]. Group 2: Industry Trends - Since the second half of last year, many gold mining companies have been actively acquiring mining rights to increase production capacity in response to rising gold prices [8][9]. - Major players like Shandong Gold have also engaged in significant acquisitions, indicating a trend of consolidation and resource accumulation within the industry [9]. - Despite the optimistic outlook for gold prices, domestic gold production has not increased as expected, with a slight decline in output reported for the first half of 2025 [11].