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五矿资源(01208) - 自愿性公告 - 收购英美资源镍业务
2025-11-23 23:45
本公司將繼續與英美資源集團及歐盟委員會合作,協助歐盟委員會進行審查。 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,概不就因本公告全部或任何部份內容而産生或因倚賴該等內容而引致 的任何損失承擔任何責任。 MMG LIMITED 五礦資源有限公司 (於香港註冊成立之有限公司) (股份代號:1208) 自願性公告 收購英美資源鎳業務 五礦資源有限公司(本公司或五礦資源)謹此提述其於二零二五年二月十八日刊發有關有條件 收購英美資源集團於巴西之鎳業務(收購事項)之公告及其於二零二五年十一月五日刊發有關 歐盟委員會現正進行合併管制審查之公告。 本公司與英美資源完成收購事項的義務須待若干先決條件(條件)已獲滿足或豁免後方可生效, 包括:於多個司法管轄區取得合併管制批准;獲中華人民共和國國家發展和改革委員會(發改 委)接納與收購事項有關的申報;以及獲中華人民共和國商務部(商務部)接納與收購事項有 關的申報。 鑑於所有其他條件均已滿足,歐盟委員會已將審查延長至第二階段審查。目前尚未確定歐盟委 員會完成審查所需時間。 根據股份購買協議,完成條件的最終期 ...
五矿资源(01208) - 自愿性公告 - 欧盟委员会第二阶段审查
2025-11-05 04:09
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,概不就因本公告全部或任何部份內容而産生或因倚賴該等內容而引致 的任何損失承擔任何責任。 MMG LIMITED 五礦資源有限公司 (於香港註冊成立之有限公司) (股份代號:1208) 自願性公告 歐盟委員會第二階段審查 香港,二零二五年十一月五日 於本公告日期,董事會由八名董事組成,包括一名執行董事趙晶先生;三名非執行董事徐基清先生 (董事長)、張樹強先生及曹亮先生;及四名獨立非執行董事 Peter William Cassidy 博士、梁卓恩先 生、陳嘉強先生及陳纓女士。 五礦資源將繼續與英美資源及歐盟委員會合作,協助歐盟委員會進行審查。 承董事會命 五礦資源有限公司 行政總裁兼執行董事 趙晶 - 1 - 本公司與英美資源完成收購事項的義務須待若干先決條件(條件)已獲滿足或豁免後方可生效, 包括:於多個司法管轄區取得合併管制批准;獲中華人民共和國國家發展和改革委員會(發改 委)接納與收購事項有關的申報;以及獲中華人民共和國商務部(商務部)接納與收購事項有 關的申報。 五礦資源有限公司(本 ...
10月28日【港股Podcast】恆指、匯豐、中芯、友邦、紫金礦業、騰訊
Ge Long Hui· 2025-10-29 03:31
Group 1: Market Overview - The Hang Seng Index has shown a slight decline of 0.33%, closing at 26,346 points, with market sentiment remaining cautious [1] - Support levels are identified at approximately 25,700 points, with potential further declines below 26,000 points [1] - Technical signals indicate a predominance of "sell" signals, with 10 sell signals compared to only 6 buy signals [1] Group 2: HSBC Holdings (00005.HK) - HSBC Holdings has experienced a notable increase in stock price, with significant trading volume, indicating positive investor sentiment [5] - The resistance level is at 109.7 HKD, and if surpassed, the stock could rise to 110 HKD or even 113.8 HKD [5] - Support levels are identified at 101.8 HKD and 97.6 HKD, with a recommendation for investors to consider products with a redemption price below 95 HKD for safety [5] Group 3: Semiconductor Manufacturing International Corporation (00981.HK) - The stock price has slightly decreased but remains above the Bollinger Bands middle line, closing at 80.1 HKD [10] - The support level is at 74.5 HKD, indicating a risk of further declines below the current price [10] - Technical signals are predominantly "sell," suggesting potential for further downward movement [10] Group 4: AIA Group Limited (01299.HK) - AIA has shown strong upward movement, with significant increases in stock price and trading volume [16] - The resistance level is at 76.2 HKD, and if broken, the stock could rise to 78.4 HKD [16] - The stock is approaching the upper limit of the Bollinger Bands, indicating a potential peak [16] Group 5: Zijin Mining Group (02899.HK) - Zijin Mining's stock price has decreased, closing at 31.08 HKD, nearing the lower limit of the Bollinger Bands [21] - The support level is at 29.8 HKD, with potential further declines to 26.8 HKD if this level is breached [21] - Current technical signals are neutral, indicating a lack of clear direction for investors [21] Group 6: Tencent Holdings (00700.HK) - Tencent's stock price has declined, closing at 646.6 HKD, while maintaining position above the Bollinger Bands middle line [26] - The support level is at 625 HKD, with potential further declines to 596 HKD if this level is broken [26] - Technical signals are predominantly "sell," with 10 sell signals compared to 5 buy signals, indicating a weak short-term outlook [26]
中广核矿业(01164) - 2025年第三季度运营报告
2025-10-21 08:48
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倚賴該等內 容而引致的任何損失承擔任何責任。 2025年第三季度天然鈾產量 | | 計劃產量 | 實際產量 | 計劃完成率 | | --- | --- | --- | --- | | | (tU) | (tU) | | | 謝公司 | | | | | 謝礦(Semizbay Mine) | 91.2 | 74.9 | 82.1% | | 伊礦(Irkol Mine) | 108.1 | 109.7 | 101.5% | | 小計 | 199.3 | 184.5 | 92.6% | | 奧公司 | | | | | 中礦(Central Mynkuduk Deposit) | 407.2 | 400.1 | 98.3% | | 扎礦(Zhalpak Deposit) | 61.2 | 59.6 | 97.4% | | 小計 | 468.4 | 459.7 | 98.1% | | 合計 | 667.7 | 644.3 | 96.5% | 註: 鑒於謝公司 ...
JPMorgan晨会纪要-20251014
JPMorgan· 2025-10-14 05:12
Core Insights - The Hang Seng Index (HSI) experienced a significant drop of over 900 points but managed to narrow its closing loss while maintaining above the 50-day moving average, with a net inflow of approximately HKD 100 million into bullish positions [6] - Xiaomi has seen continuous net inflows into bullish positions for six consecutive trading days, with its stock reaching a three-month low [6] - Alibaba's cloud division announced plans to adjust the prices of certain products by the end of the month [6] - Tencent is set to announce its earnings on November 13, entering a quiet period for share buybacks [6] - The three major US stock indices rebounded, and Asian stock index futures showed stability this morning [6] - The Nikkei 225 index experienced a drop of over 700 points, falling below the 47,500 level [6] - New York gold futures surpassed USD 4,100, reaching a new high [6] Market Positioning - The net inflow for bullish positions in the Hang Seng Index was HKD 370 million over the past five days, while bearish positions saw a net outflow of HKD 190 million [5] - For Alibaba, the net inflow for bullish positions was HKD 220 million, with bearish positions experiencing a net outflow of HKD 18 million over the past five days [5] - Xiaomi's bullish positions recorded a net inflow of HKD 81 million, while bearish positions had a net outflow of HKD 6.4 million in the same period [5] Upcoming Earnings Announcements - China Tower (stock code: 788) is expected to announce its earnings on October 16, 2025 [8] - Zijin Mining (stock code: 2899) is scheduled to release its third-quarter earnings on October 17, 2025 [8]
集海资源(02489) - 内幕消息邓格庄矿恢復生產
2025-09-26 12:49
內幕消息 鄧格莊礦恢復生產 集 海 資 源 集 團 有 限 公 司(「本公司」或「本集團」)依 據 香 港 聯 合 交 易 所 有 限 公 司 證 券 上 市 規 則(「上市規則」)第13.09(2)條 及《證 券 及 期 貨 條 例》第XIVA部項下的內幕 消 息 條 文(定 義 見 上 市 規 則)作 出 本 公 告。 茲提述本公司日期為2025年7月28日 的 公 告(「該公告」),內 容 有 關 鄧 格 莊 礦 暫 停 生 產。除 另 有 指 明 者 外,本 公 告 所 用 詞 彙 與 該 公 告 所 界 定 者 具 有 相 同 涵 義。 由 於 鄧 格 莊 礦 發 生 事 故 造 成 一 名 工 人 傷 亡,應 急 局 及 安 監 局 已 責 令 鄧 格 莊 礦 停 產 整 頓 和 調 查。停 產 後,本 公 司 嚴 格 按 照 要 求,對 煙 台 牟 金 的 管 理 工 作 進 行 了 全 面 自 查 自 糾。根 據 應 急 局 及 安 監 局 的 指 示,煙 台 市 牟 平 區 應 急 管 理 局(「應 急管理局」)對 鄧 格 莊 礦 進 行 了 深 入 檢 查,而 煙 台 牟 金 亦 按 要 ...
短線機會與風險 超買狀態下的操作策略
Ge Long Hui· 2025-08-26 19:05
Core Viewpoint - Luoyang Molybdenum (03993.HK) has shown a strong upward trend, with a recent high of 12.13 HKD, but technical indicators suggest a potential for short-term correction due to overbought conditions indicated by an RSI of 86 [1][3]. Technical Analysis - The stock price has risen from a low of 7.75 HKD to a recent high of 12.13 HKD, indicating a bullish trend [1]. - Key resistance levels are identified at 12.5 HKD and 13.6 HKD, while support levels are at 10.8 HKD and 10 HKD [1]. - The stock is currently above all major moving averages, but the RSI indicates overbought conditions, suggesting caution for investors [1][3]. Derivative Products - Investors are advised to consider specific call options such as the Bank of China call option 18700 with a strike price of 11.13 HKD, offering 3.2x leverage, and the call option 18217 with a strike price of 11 HKD, also providing 3.2x leverage [6]. - The performance of leveraged products has been strong, with notable gains in recent recommendations, highlighting their potential for significant returns in bullish markets [3][6]. Market Sentiment - There is a mixed sentiment among investors regarding the potential for a deep correction following the overbought RSI level, with some believing that the strong momentum could continue to push the stock past the 12.5 HKD resistance [9].
恒指升234點,滬指升54點,標普500升96點
CICC· 2025-08-25 07:36
Stock Market Performance - The Hang Seng Index rose 234 points or 0.9% to close at 25,339 points, the China Enterprises Index rose 105 points or 1.2% to close at 9,079 points, and the Hang Seng Tech Index rose 149 points or 2.7% to close at 5,647 points. The total turnover of the market was HK$285.584 billion [1]. - The Shanghai Composite Index rose 54 points or 1.45% to close at 3,825 points, the Shenzhen Component Index rose 246 points or 2.07% to close at 12,166 points, and the ChiNext Index rose 87 points or 3.36% to close at 2,682 points. The total turnover of the Shanghai and Shenzhen stock markets increased to approximately RMB2.55 trillion, setting a record for the A-share market [2]. - The Dow Jones Industrial Average and the Nasdaq Composite both rose 1.9%, the Dow Jones Industrial Average reached a new high, closing 846 points higher at 45,631 points, the Nasdaq Composite rose 396 points to 21,496 points, and the S&P 500 Index closed 96 points or 1.5% higher at 6,466 points, approaching last week's high [2]. Monetary Policy - The People's Bank of China conducted a seven-day reverse repurchase operation of RMB253 billion in the open market on the 21st, with an operating interest rate remaining flat at 1.4%. There were RMB128.7 billion of reverse repurchases due, resulting in a net injection of RMB124.3 billion [2]. - The central parity rate of the RMB against the US dollar was raised by 97 points to 7.1287 [2]. Trade Policy - Canada announced on Friday the cancellation of several countervailing tariffs against the US but maintained a 25% tariff on US automobiles, steel, and aluminum. The policy adjustment will take effect on September 1st [3]. Company Announcements IPO - Aux Group (02580.HK) plans to globally issue 207.16 million shares, with 5% (approximately 10.3582 million shares) for the Hong Kong public offering and 95% (approximately 196.8 million shares) for the international placement. The offering price ranges from HK$16 to HK$17.42 per share, with a maximum fundraising of approximately HK$3.61 billion. The subscription period is from the 25th to noon on the 28th, and it is expected to be listed on September 2nd [4]. Interim Results - Sinopharm Group (01099.HK) reported a turnover of RMB286.043 billion for the six months ended June 30th, a year-on-year decrease of 2.9%. The net profit was RMB3.466 billion, a year-on-year decrease of 6.4%, and the earnings per share were RMB1.11. No dividend was declared [4]. - Zhaojin Mining Industry (01818.HK) reported an income of RMB6.972 billion for the six months ended June 30th, a year-on-year increase of 50.7%. The gross profit was RMB3.05 billion, an increase of 54.3%. The net profit was RMB1.44 billion, a growth of 160.4%, and the earnings per share were RMB0.38. No dividend was declared [4]. - Greentown China (03900.HK) reported an income of RMB53.368 billion for the six months ended June 30th, a year-on-year decrease of 23.3%, due to a 22.7% decrease in the transfer area during the period. The gross profit was RMB7.159 billion, a decrease of 21.4%. The net profit was RMB210 million, a decline of 89.7%, mainly affected by an impairment loss of RMB1.933 billion on related assets. The earnings per share were RMB0.08. No dividend was declared [5]. - Chow Tai Fook Jewellery Group (06168.HK) reported an income of RMB3.15 billion for the six months ended June 30th, a year-on-year increase of 5.2%. The gross profit was RMB827 million, an increase of 8.7%, mainly due to the contribution of the self - operated business model. The net profit was RMB415 million, a growth of 11.9%, and the earnings per share were RMB1.09. An interim dividend of HK$0.45 was declared [5]. - Nine Masts Catering Group (09922.HK) reported an income of RMB2.753 billion for the six months ended June 30th, a year-on-year decrease of 10.1%. The net profit was RMB60.69 million, a decline of 16%, and the earnings per share were RMB0.04. No dividend was declared [5]. - CMOC Group (03993.HK) reported an operating income of RMB94.773 billion for the six months ended June 30th, a year-on-year decrease of 7.8%. The operating cost was RMB74.727 billion, a decrease of 11%. The net profit attributable to shareholders was RMB8.671 billion, a growth of 60.1%, setting a new high for the same period. The earnings per share were RMB0.41. No dividend was declared [5]. - CRRC Corporation Limited (01766.HK) reported an operating income of RMB119.758 billion for the six months ended June 30th, a year-on-year increase of 33%, mainly due to the growth of railway equipment and new industry revenues. The net profit was RMB7.246 billion, a growth of 72.5%, and the earnings per share were RMB0.25. An interim dividend of RMB0.11 was declared [6]. - Dongfang Selection (01797.HK) reported a total revenue of RMB4.392 billion for the fiscal year ended May 31st, a year-on-year decrease of 37.9%. The net profit was RMB5.74 million, a decline of 99.7%, and the earnings per share were RMB0.01. No dividend was declared. The net profit from continuing operations was RMB6.2 million, compared with RMB249 million in 2024. Excluding the financial impact of the sale of Yuhui Tongxing, the net profit from continuing operations was RMB135 million, a growth of 30%. The total operating cost of continuing operations decreased by 38.2% to RMB3 billion, mainly due to the decrease in the inventory cost and logistics cost of self - operated products caused by the decrease in GMV. The gross profit from continuing operations decreased by 17% to RMB1.4 billion, and the gross profit margin increased from 25.9% to 32% [7]. - China National Tobacco Hong Kong (06055.HK) reported an income of RMB10.316 billion for the six months ended June 30th, a year-on-year increase of 18.5%. The gross profit was RMB946 million, a decrease of 1.8%. The net profit was RMB706 million, a growth of 9.8%, and the earnings per share were RMB1.02. An interim dividend of HK$0.19 was declared, compared with HK$0.15 in the same period last year [7].
佳鑫国际资源(03858) - 全球发售
2025-08-19 22:25
佳鑫國際資源投資有限公司 Jiaxin International Resources Investment Limited 股份代號:3858 (於香港註冊成立的有限公司) 全球發售 獨家保薦人、獨家代表及獨家保薦人兼整體協調人 整體協調人、聯席全球協調人、聯席賬簿管理人及聯席牽頭經辦人 Jiaxin International Resources Investment Limited 佳鑫國際資源投資有限公司 重要提示 獨家保薦人、獨家代表及獨家保薦人兼整體協調人 整體協調人、聯席全球協調人、 聯席賬簿管理人及聯席牽頭經辦人 重要提示:閣下如對本招股章程任何內容有任何疑問,應諮詢獨立專業意見。 Jiaxin International Resources Investment Limited 佳鑫國際資源投資有限公司 (於香港註冊成立的有限公司) 全球發售 全球發售項下的發售股份數目 : 109,808,800股股份(視乎超額配股權行使與否而定) 香港發售股份數目 : 10,981,200股股份(可予重新分配) 國際發售股份數目 : 98,827,600股股份(可予重新分配及視乎超額配股 權行使與否而定) ...
南戈壁(01878) - 集体诉讼的和解建议
2025-08-13 12:56
香港交易及結算所有限公司及香港聯合交易所有限公司(「香港聯交所」)對本公佈的內容概不負責, 對其準確性或完整性亦不發表任何聲明,並明確表示概不會就因本公佈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。 SOUTHGOBI RESOURCES LTD. 南戈壁資源有限公司* (根據加拿大英屬哥倫比亞法例存續的有限公司) (香港股份代號︰1878) (多倫多證券交易所創業板股份代號︰SGQ) 集體訴訟的和解建議 本公告乃由南戈壁資源有限公司(「本公司」)遵照香港聯交所證券上市規則第 13.09(2)條及 證券及期貨條例(香港法例第 571 章)第 XIVA 部內幕消息條文而作出。茲提述本公司日期 為 2014 年 1 月 8 日、2015 年 11 月 9 日、2016 年 5 月 31 日及 2017 年 9 月 22 日有關加拿大集 體訴訟的公告(「該等公告」)。 本公司宣佈針對先前於公開文件中披露的重列若干財務報表(「重列事宜」)之集體訴訟 (「集體訴訟」),已經於安大略省高等法院(「法院」)原則上達成和解(「和解」), 惟須等待落實最終的和解協議、向集體訴訟的原告成員送達和解通知 ...