智通财经APP获悉，招金矿业(01818)盘中涨超5%，截至发稿，涨4.2%，报31.72港元，成交额1.97亿港 元。 消息面上，12月22日早，现货黄金强势拉涨，盘中突破10月20日创下的历史纪录，再创新高。截至发 稿，报4383.22美元/盎司，涨超1%。高盛在最新报告中重申看涨黄金，预测金价将在2026年12月冲击每 盎司4900美元历史新高。该预测主要基于双重驱动：一是结构性需求，即新兴市场央行为对冲地缘政治 风险而持续大幅购金；二是周期性利好，即美联储降息周期将推动ETF资金回流，加剧实物黄金市场的 供需紧张。 值得一提的是，招金矿业旗下瑞海矿业于近日在海底深部3000米以浅区域成功实现隐伏矿体精准定位， 这意味着瑞海矿业取得了又一新的突破性找矿成果。第一上海此前研报指出，由于海域金矿规模效应和 高品位特性，预计其达产后的克金综合成本将处于行业极低水平，具备强大的市场竞争力，是公司未来 实现跨越式发展的核心引擎。 ...

我国通常会在重大自然资源的发现和勘探进展中与国际市场价格紧密联系。最近，我国在山东莱州北部的渤海海域宣布发现了亚洲最大的海底金矿，这一消 息引起了广泛关注，尤其是因为全球金融市场的不确定性不断增加，黄金作为避险资产的需求急剧上升，价格也随之大幅飙升。这一发现的时机无疑让人关 注。 目前，我国对这个金矿的公开信息，可能与2026年全球金融体系的不确定性增加有关系。当前，美国国债已经突破了38万亿美元，而美国每年支付的国债利 息已超过1万亿美元，长期下去这种情况很难持续；与此同时，美国股市中的AI泡沫已接近顶点，AI相关股票吸引了超过20万亿美元的资金，而2026年这一 泡沫是否会破裂，谁也无法预测。日本央行决定加息，而日本经济面临高通胀、低增长的困境，2025年可能会出现负增长，且其政府负债率已经超过 230%。这些因素都可能引发国际金融市场的动荡。作为美国的铁杆盟友，欧盟同样面临经济停滞、能源价格上涨和工业企业外迁等问题。全球不确定性的 增加，导致黄金价格在过去一年半时间里已经翻了一番。 此外，这个金矿位于中国胶东半岛近海，距离美日韩军机和军舰频繁巡航的敏感海域并不远。历史上，日本对东海及黄海大陆架的资源高度 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：001337 证券简称：四川黄金公告编号：2025-055 四川黄金股份有限公司 关于竞拍取得探矿权的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、交易基本情况 四川黄金股份有限公司（以下简称"公司"）于2025年9月22日召开第二届董事会第十次会议审议通过了 《关于参与竞买新疆高昌区库格孜-觉北金矿普查探矿权的议案》。2025年9月30日，公司以51,004.30万 元人民币竞得新疆高昌区库格孜-觉北金矿普查探矿权。以上具体内容详见公司于2025年10月9日披露的 《关于参与探矿权竞买及其结果的公告》（公告编号：2025-046）。 二、进展情况 近日，公司取得了新疆维吾尔自治区自然资源厅颁发的《矿产资源勘查许可证》（证号： XT6500002025114000000077），具体内容如下： 1、探矿权人：四川黄金股份有限公司 3、探矿权人地址：木里县乔瓦镇贡萨路44号1栋1单元1号 4、勘查项目名称：新疆高昌区库格孜-觉北金矿普查 5、地理位置：新疆维吾尔自治区吐鲁番市高昌区 8、 ...

进入12月，天气渐凉，但中资矿企的并购热情不减，尤其金矿并购市场，异常火热！ 12月15日，洛阳钼业宣布将以10.15 亿美元（约合71.7亿元）的价格收购巴西三个金矿资产（Aurizona金矿、RDM金矿、Bahia综合矿区）的100%权益。 12月12日，为获得南美洲厄瓜多尔的Cascabel项目，江西铜业第三次对英国上市公司SolGold的提出收购报价，总价值提高至约8.42亿英镑（11.3亿美 元）。 12月10日，灵宝黄金宣布以3.7亿澳元(约合人民币17.35亿元)认购澳大利亚目标公司50%+1股股权，将目标公司核心资产-巴布亚新几内亚Simberi(辛贝里) 在产金矿揽入怀中。 今年以来，全球经济增长放缓，地缘政治冲突不断，黄金作为传统的避险资产，受到了投资者的青睐。今年以来，金价年内大涨60%，当地时间12月12 日，伦敦金当日上涨0.47%报4299.29美元/盎司，年初至今涨幅已达63.83%。世界黄金协会数据显示，2025年黄金表现卓越，全年创下逾50次历史新高。 展望2026年，持续的地缘经济不确定性将继续影响黄金市场前景，若当前环境保持不变，金价可能继续维持高位区间波动。 | | 音 ...

2025年12月18日消息，中国正式对外宣布，在莱州市三山岛北部海域，发现了一座沉睡在海底的"黄金王国"——亚洲最大的海底金矿。 储量高达3900余吨，这个数字不仅刷新了纪录，还让烟台一跃成为全国金矿的"领头羊"，累计储量占中国总量的四分之一强。想象一 下，这相当于全球两年黄金产量的总和，或者德国整个国家的黄金储备！消息一出，国际媒体和矿业巨头都坐不住了，纷纷投来关注的 目光。 一、3900吨黄金：不只是钱，更是国家的"定心丸" 说到3900吨黄金，很多人可能没啥概念。让我来打个比方：这相当于把全球所有金矿辛苦挖上两年的成果，一次性收入囊中。世界黄金 协会的数据显示，2025年初全球官方黄金储备才3.6万吨左右，中国这一发现就顶得上一个中型经济体的全部家当，比如意大利或德国。 更关键的是，这些金子藏在渤海海底——不是陆地，而是我们常常忽略的"蓝色国土"。传统金矿越挖越少，资源接续成了大问题，但海 洋覆盖了地球71%的面积，潜力巨大却开发艰难。这次在烟台海域的突破，就像给中国经济的"保险箱"加了一把新锁。 我认为，这3900吨黄金的战略价值远超其市场价。在国际金融动荡、美元霸权受挑战的背景下，黄金是货币信用的" ...

一、改写亚洲黄金版图的新坐标 这座沉睡于莱州海域的金矿，其意义远超数字本身。它的探明不仅是地质勘探技术的胜利，更是中国在全球资源战略布局中的一次精准落子。在当前国际资 源博弈日趋复杂的背景下，黄金作为兼具金融属性和战略价值的关键矿产，其意义不言而喻。 从全球范围看，传统产金大国南非、美国等国的黄金产量呈下降趋势，而中国黄金产量连续多年位居全球第一。莱州海底金矿的发现，将进一步巩固中国在 全球黄金生产格局中的领先地位，打破"中国缺乏战略性资源"的陈旧认知。这座金矿不仅是一座资源富矿，更是一张重塑全球资源分配格局的 "战略王 牌"。 二、深海"掘金术"背后的科技突破 中国矿产资源领域近日传来震动亚洲的消息——山东莱州三山岛北部海域发现亚洲最大的海底巨型金矿。这座深埋于蔚蓝波涛之下的宝藏，使莱州市累计探 明金资源储量跃升至惊人的 3900余吨，占全国总储量的26%，一举确立了中国在全球黄金资源版图中的全新坐标。 产业升级价值：海底金矿的开发将催生全新的产业链条，带动高端装备制造、海洋工程、新材料、智能化开采技术等产业集群发展。这种"以矿带链"的模 式，将有力促进相关产业的技术升级和结构优化。 海洋强国实践：成功勘探 ...

Core Viewpoint - The gold mining sector is experiencing increased attention due to rising gold prices, but companies face supply constraints that limit the realization of industry profits. Companies need high-quality resources and the ability to explore and convert resources efficiently to achieve sustainable growth [1][6]. Group 1: Company Developments - Zhaojin Mining (招金矿业) is accelerating its deep exploration strategy, with its subsidiary Ruihai Mining successfully locating concealed ore bodies at depths of up to 3000 meters [1][6]. - Ruihai Mining, as China's first offshore gold mine, has faced numerous industry challenges, particularly in deep-sea exploration where traditional methods struggle with weak mineral control information [1][2]. Group 2: Technological Innovations - Zhaojin Mining has developed a three-dimensional intelligent prediction technology system based on a spatiotemporal attention mechanism deep neural network, in collaboration with professors from Central South University [2][5]. - This innovative technology allows for high-precision predictions of concealed ore bodies under weak information conditions, addressing global challenges in deep-sea exploration [5][6]. Group 3: Exploration Breakthroughs - The new technology has enabled Zhaojin Mining to identify favorable mineralization areas and targets, leading to significant discoveries, including the L12 ore body with a thickness of 25.04 meters and an average grade of 6.59 g/t, and the I-4-3 ore body with a thickness of 11.60 meters and an average grade of 4.10 g/t [5][6]. - The advancements in deep-sea mining present a viable and promising supplementary avenue for gold supply, despite the increased operational challenges compared to land-based mining [5][6]. Group 4: Future Outlook - Zhaojin Mining is currently in a phase of accelerated release of quality production capacity, with new discoveries expected to optimize production infrastructure and support future exploration efforts [6]. - The company is anticipated to continue its growth trajectory into 2025, driven by sustained internal growth and the successful realization of its exploration and production strategies [6].

Core Viewpoint - The gold mining sector is experiencing increased attention due to rising gold prices, but mining companies face supply constraints that limit their ability to capitalize on this trend. Companies need high-quality resources and the capability for continuous exploration to achieve sustainable growth and enhance competitive advantages [1] Group 1: Company Developments - Zhaojin Mining has accelerated its deep exploration strategy, achieving a breakthrough in locating concealed ore bodies at a depth of 3000 meters through its subsidiary, Ruihai Mining [1] - Ruihai Mining is the first marine gold mine in China and has faced numerous industry challenges, including difficulties in large-scale exploration predictions due to weak mineral control information and complex geological factors [1] - Zhaojin Mining has adopted a strategy of integrating infrastructure and exploration, leveraging innovation and technology to overcome existing challenges [2] Group 2: Technological Innovations - Zhaojin Mining has developed a three-dimensional intelligent prediction technology system based on a spatiotemporal attention mechanism deep neural network, in collaboration with professors from Central South University [2] - This innovative technology allows for precise identification and expression of mineral control factors across different scales and locations, enabling high-accuracy predictions of concealed ore bodies under weak information conditions [5] - The new technology has successfully identified favorable mineralization areas and targets at Ruihai Mining, with significant discoveries including the L12 ore body with a thickness of 25.04 meters and an average grade of 6.59 g/t, and the I-4-3 ore body with a thickness of 11.60 meters and an average grade of 4.10 g/t [5] Group 3: Industry Outlook - The deep-sea mining approach presents a viable and promising supplementary method to meet the growing demand for gold, despite the greater challenges posed by complex marine conditions compared to land-based mining [6] - Zhaojin Mining's technological advancements not only address global challenges in deep-sea exploration but also set a benchmark for mineral resource exploration, showcasing the significant impact of technological innovation [6] - The recent discoveries are expected to optimize production infrastructure and provide a scientific basis for future exploration, ensuring a stable supply of resources and driving high-quality development for Zhaojin Mining [6]

Core Viewpoint - Zhaojin Mining (01818.HK) experienced a significant intraday increase of over 5%, with a current rise of 5.12%, reaching HKD 30.8, and a trading volume of HKD 249 million [1] Company Performance - The stock price of Zhaojin Mining rose to HKD 30.8, reflecting a 5.12% increase [1] - The trading volume reached HKD 249 million, indicating active market participation [1]

Core Viewpoint - Zhaojin Mining (1818.HK) experienced a rapid increase in stock price, rising over 5%, with a total market value of HKD 108.9 billion, driven by rising spot gold prices and geopolitical tensions [1] Group 1: Market Conditions - Spot gold prices surged significantly on December 17, indicating a weakening U.S. labor market, which strengthens the possibility of interest rate cuts by the Federal Reserve [1] - Increased tensions between the U.S. and Venezuela, including President Trump's order to "block" all sanctioned oil tankers entering or leaving Venezuela, have heightened demand for safe-haven assets [1] Group 2: Company Developments - Zhaojin Mining's overseas key mining project, the 33.28MWp/37.50MWh solar-storage project at the Abidjan Gold Mine in Côte d'Ivoire, has been successfully completed and connected to the grid [1] - The successful operation of this project alleviates power supply constraints, providing strong support for the company's production expansion and cost reduction efforts, marking a significant milestone in the company's global integrated operational support system [1]