同仁堂医养则于近日第三次向港交所递交招股书。同仁堂医养为同仁堂集团旗下二级集团。招股书显 示，在上市前的股东架构中，同仁堂直接持股83.98%，间接通过同仁堂康养、同仁堂传承基金管理、 同仁堂医疗基金管理等，合计行使93.83%的投票权。根据弗若斯特沙利文报告，按2024年总门诊人次 及住院人次计， 同仁堂医养是中国非公立中医院医疗服务行业中最大的中医院集团，市场份额为 1.7%；同期按总收入计，同仁堂医养在非公立中医院医疗服务行业排名第二，市场份额为0.2%，其市 场规模占同年中国中医院医疗服务行业总规模的46.5%。 随着A股公司掀起港股上市的热潮，A股上市公司分拆子公司赴港上市（"A拆H"）呈现明显升温态势。 多家公司启动"A拆H" 近期，潍柴动力分拆的潍柴雷沃、同仁堂分拆的同仁堂医养、紫金矿业旗下紫金黄金国际向港交所主板 递表，此前，歌尔股份分拆的歌尔微、诺力股份分拆的中鼎智能已在冲刺港股上市，美的集团也公布拟 将安得智联分拆的目标上市板块调整为港交所主板，南方航空也被传或考虑分拆南航物流在港上市。而 分拆自南山铝业的南山铝业国际、分拆自科大讯飞的讯飞医疗科技则已登陆港股市场。这些公司涵盖医 药、制造 ...

今年以来，港股表现出色，大盘指数录得双位数涨幅，跑赢全球不少股权市场。 在此背景下，港股市场也吸引了越来越多的新股，不少新股在招股阶段已录得数百倍的超额认购，上市后表现更是蒸蒸日上，例如蜜雪集团 （02097.HK）、宁德时代（03750.HK）等上市后股价飙升。 新股市场热闹非凡，上市后募资活动也愈发活跃。Wind的数据显示，2025年初至7月11日，港股市场上市后募资规模达到1,644.18亿港元， 已超越IPO募资规模1,235.64亿港元。而且，仅仅半年的上市后募资规模已接近去年全年上市后募资规模的两倍，见下图。 其中，配售为今年主要的上市后募资手段，募资规模达1,569.85亿港元，占了95.5%。 今年以来，上市后募资规模最大的是两大造车厂商比亚迪（01211.HK）和小米集团（01810.HK），均在3月份宣布配售计划，募资总额分别 为435.09亿港元和426.00亿港元。 比亚迪将配售所得款项净额用于研发投入、海外业务发展、补充营运资金以及一般企业用途。 小米则将配售所得用于加速业务扩张、研发投资以进一步提升科技实力，以及用于其他一般企业用途。 有意思的是，完成配售之后，比亚迪和小米的股价继 ...

据国际文传电讯社：俄罗斯法院下令查封亿万富翁斯特鲁科夫在黄金生产商Uzhuralzoloto的股份。 ...

Core Viewpoint - Zijin Gold International is set to go public on the Hong Kong Stock Exchange, aiming to leverage its position as a leading gold mining company and enhance its competitive strength in the industry [1][2]. Company Overview - Zijin Gold International is a spin-off from Zijin Mining Group, established in 2000, focusing on gold exploration, mining, and sales [1]. - The company holds 100% ownership by Zijin Mining Group, which operates over 30 major mining projects globally, ranking among the top five mining companies in terms of resources, revenue, and market value [1]. Financial Performance - The company has shown significant growth, with a compound annual growth rate (CAGR) of 28.2% in revenue from 2022 to 2024, reaching revenues of 1.818 billion, 2.262 billion, and 2.99 billion yuan respectively [5]. - Net profit has also increased substantially, with a CAGR of 61.9%, achieving net profits of 184 million, 230 million, and 481 million yuan for the same period [5]. - The gross profit margin improved from approximately 34.13% in 2022 to 37.94% in 2024, reflecting a significant increase of 11.74 percentage points [5]. Mining Operations - Zijin Gold International operates eight gold mines in resource-rich regions, including Central Asia, South America, Oceania, and Africa [3]. - The all-in sustaining cost (AISC) for 2024 is projected at $1,458 per ounce, while the average gold price is expected to be $2,288 per ounce, indicating a healthy profit margin [7]. Market Trends - The global gold demand is projected to grow at a CAGR of 5.8% from 2020 to 2024, reaching 148.1 million ounces in 2024, driven by geopolitical uncertainties and increased central bank purchases [8][11]. - The average gold price is expected to rise, reaching $2,386.4 per ounce in 2024 and potentially $3,387.7 per ounce by 2026, supported by ongoing demand from emerging market central banks [11]. Strategic Positioning - The gold mining industry is experiencing increased concentration, with leading companies achieving economies of scale through mergers and resource integration [11][12]. - Zijin Gold International ranks eleventh globally in gold production among the top 15 producers, with a production growth rate of 21.4% from 2022 to 2024, indicating strong competitive positioning [12]. Future Prospects - The company plans to use the funds raised from the IPO for debt repayment, upgrading existing mines, and general operational expenses, indicating a strategic approach to enhance its growth and operational efficiency [5][6].

消息人士：马里计划出售来自巴里克黄金拥有的Loulo-Gounkoto的1公吨黄金，为采矿业务提供资金 ...

市场消息：加纳批准300家公司从小型矿场购买黄金。 ...

Summary of Key Points Core Viewpoint - The Hong Kong Stock Exchange (HKEX) saw 11 companies submit applications for listing from June 30 to July 6, with no companies passing the listing hearing during this period. Additionally, 7 companies initiated their public offerings, and 5 new stocks were listed. Group 1: Companies Submitting Applications - Puxiang Health Holdings Limited is a leading provider of integrated medical and elderly care services in North China, ranking second in revenue among its peers and first in revenue growth from 2022 to 2024 [2] - Magnesium Health Technology Co., Ltd. focuses on innovative payment solutions for medical expenses, being the largest provider of innovative health insurance solutions in China by policy count [3] - Yangtuo Technology Inc. operates a trading and service platform for home care and nutrition products, holding a 10.1% market share in the low-tier market [4] - Xiamen Ruiwei Information Technology Co., Ltd. specializes in image intelligent analysis products and solutions, leveraging machine learning and computer vision technologies [5] - Zijin Gold International Limited is a leading global gold mining company, ranking ninth in gold reserves and eleventh in production as of 2024 [6] - EVE Energy Co., Ltd. is a leading lithium battery platform company, ranking first in China for consumer cylindrical battery shipments and second globally for energy storage battery shipments [7] - Zhejiang Yifei Intelligent Technology Co., Ltd. is a leading industrial robotics company in China, focusing on the light industry [8] - ChipMight Semiconductor Technology (Hangzhou) Co., Ltd. is a leading power semiconductor company, ranking second in the global OLED display PMIC market [9] - Beijing Tongrentang Medical Investment Co., Ltd. is the largest non-public Chinese medicine hospital group by outpatient and inpatient visits [11] - Shandong Linglong Tire Co., Ltd. is the largest OE tire manufacturer in China and the third largest globally [12] - Magnesium Holdings Limited is an innovative automotive technology company focused on AI-driven integrated domain control solutions [13] Group 2: Public Offerings and New Listings - Seven companies initiated their public offerings, including Anjii Foods, which had a subscription rate of 44.2 times for its public offering [14][15] - Other companies like Lens Technology and Fortior also initiated their public offerings with significant interest from cornerstone investors [16][19] - Five new stocks were listed, including Yunzhisheng, which saw a closing price increase of 44.59% on its first day [20][21][22][23] Group 3: Market Insights - The Hong Kong Stock Exchange raised over HKD 107 billion in the first half of 2025, with a 20% increase in the Hang Seng Index [24] - The biopharmaceutical sector has seen a resurgence, with 10 companies successfully listing in the first half of 2025, compared to only 12 for the entire previous year [25][26] - The total fundraising amount for the biopharmaceutical sector reached HKD 15.6 billion in the first half of 2025, indicating strong market interest [26][27]

智通财经APP获悉，美国对各国90天豁免期本周结束，市场持续关注美国关税谈判。港股三大指数今早 走低，恒科指午后实现翻红。截止收盘，恒生指数跌0.12%或28.23点，报23887.83点，全日成交额为 1937.9亿港元；恒生国企指数跌0.01%，报8608.54点；恒生科技指数涨0.25%，报5229.56点。 华西证券指出，现阶段恒生指数市盈率上升较快，有需要消化的空间。今年上半年累计涨幅偏大和机构 较为拥挤的港股资产未来容易出现进一步的回调，未来一段时间仍不建议无分化追高。港股市场中估值 偏低、基本面较好且贸易问题冲击较小的局部低位资产存在随着波动回调而带来的低吸的结构性机会。 蓝筹股表现 金沙中国(01928)领涨蓝筹。截至收盘，涨3.85%，报18.32港元，成交额6.43亿港元，贡献恒指2.58点。 澳门6月博彩收入同比增长19%至211亿澳门元，超出市场预期。大摩预期澳门7月博彩收入将达204亿澳 门元，同比增长10%，而今年全年博彩收入则达2380亿澳门元，同比增长5%。 其他蓝筹股方面，华润置地(01109)涨3.45%，报28.5港元，贡献恒指4.78点；理想汽车-W(02015 )涨 ...

导语：母公司紫金矿业已向国际投资争端解决中心提起4.3亿美元诉 讼，指控哥伦比亚政府未 尽监管职责 。 01 公司概况与行业背景 紫金黄金国际是紫金矿业集团旗下专注海外黄金业务的子公司，计划在香港联交所主板上市，拟融 资10-20亿美元。该公司整合了紫金矿业除中国以外所有黄金矿山资产，包括位于塔吉克斯坦、吉尔 吉斯斯坦、澳大利亚等个国家的8座金矿 。 紫金黄金国际目前的黄金总储量为696.83吨，2024年产量46.22吨，位居全球第十一。 紫金黄金国际拟赴港上市、吸引国际投资者，这使得其地缘政治风险更加不容忽视。去年在哥伦比 亚，这些风险已对其资产造成实际损害。 此次IPO包含的金矿资产之一，哥伦比亚武里蒂卡金矿的运营面临严重安全挑战。去年11月，当地贩毒 集团"海湾帮"支持非法矿工控制了约60%的矿道，导致2024年损失约3.2吨黄金，价值2亿美元，相当于 该矿总产量的38%。母公司紫金矿业已向国际投资争端解决中心提起4.3亿美元诉讼，指控哥伦比亚政 府未尽监管职责。 02 财务与运营表现 2022-2024年，紫金黄金国际展现出强劲的增长势头： 公司在成本控制方面表现优异： 收入从18.18亿美元增至2 ...

金十数据7月4日讯，受黄金产量飙升和外汇储备改善的推动，津巴布韦货币ZiG（津巴布韦金）兑美元 录得今年最大单日涨幅。根据该国央行网站公布的数据，周五，ZiG兑美元上涨0.2%，至26.89。该国唯 一的黄金精炼厂Fidelity Refining周五在一份声明中说，今年前六个月黄金产量增长近46%，至20104公 斤。今年6月，其产量同比上涨63%。该国央行称，黄金产量上涨使外汇储备增加了三倍。津巴布韦储 备银行上个月说，其金库中存有3.4吨黄金，是去年4月ZiG首次发行时的1.5吨黄金的两倍多。ZiG是该 国16年来第六次尝试稳定货币的产物。 津巴布韦黄金产量飙升 支撑其货币大涨 ...