Group 1 - The company is a developing gold mining enterprise focused on gold mining and recovery, with gold resources in Shaanxi and Gansu, holding an average grade of 8.26 g/t and a resource amount of 55 tons, achieving a gold production of 2.5 tons in 2024 [1] - The company expects to achieve a revenue of HKD 1.6 billion in 2024, a year-on-year increase of 7%, with a gross profit of HKD 523 million, a year-on-year increase of 212%, and a net profit of HKD 211 million, a year-on-year increase of 310% [1] - The revenue structure indicates that gold mining is the main business, with mining revenue expected to be HKD 1.3 billion in 2024, accounting for 81.2% of total revenue, and mining gross profit expected to be HKD 520 million, accounting for nearly 100% of total gross profit [1] Group 2 - The company is expanding its resources with a focus on both production and reserve mines, with a processing capacity of 94,000 tons per year across its two mining areas, and a projected underground mining volume of 500,700 tons in 2024 [2] - A long-term gold streaming agreement was signed with Zijin Mining, where Zijin will prepay USD 25 million, and the company will deliver approximately 422 kg of gold over the next nine years, enhancing funding availability and stability for project development [2] - Future strategic goals include increasing research on mineralization patterns in Gansu and Shaanxi, actively pursuing external mergers and acquisitions for growth, and collaborating strategically with Zijin [2] Group 3 - The company forecasts net profits of HKD 780 million, HKD 1.05 billion, and HKD 1.26 billion for 2025-2027, representing growth rates of 269%, 34%, and 21% respectively, with EPS projected at HKD 0.18, HKD 0.24, and HKD 0.29 [2] - The estimated fair valuation of the company is between HKD 2.9 and HKD 3.0, indicating a premium of 39%-44% over the current stock price, with an initial coverage rating of "outperform the market" [2]

智通财经APP获悉，紫金黄金国际(02259)于9月19日起至24日招股，预期9月29日挂牌。不过，面对超强 台风"桦加沙"迫近香港，紫金黄金国际或要推迟认购期以至挂牌日期。 目前，天文台于9月23日(周二)下午2时20分改发8号烈风或暴风信号，并会考虑桦加沙与香港的距离及 本地风力变化，评估周二较后时间至9月24日(周三)初时是否需要改发更高热带气旋警告信号。 根据紫金黄金国际招股书，如果香港在9月24日上午9时至中午12时之间发布8号或以上热带气旋警告信 号，公司将需要推迟散户投资者提交认购申请的截止日期。 根据弗若斯特沙利文的资料，紫金黄金国际截至2024年12月31日的黄金储量和2024年的黄金产量分别位 居全球第九和第十一。2022年至2024年黄金产量的复合年增长率达到21.4%，母公司拥有人应占净利润 的复合年增长率为61.9%。 紫金黄金国际预期，集资款项所得用作支付收购哈萨克斯坦Raygorodok金矿的款项；未来五年内升级及 建设现有矿山，全面提升产能；用于营运的所有矿山的勘探活动；及一般公司用途。 根据香港交易所规则，这将使认购期推迟至少一个工作日，并将上市的所有后续步骤包括上市交易顺延 ...

近期，美联储在9月议息会议上宣布降息25个基点，由此开启了去年12月以来的首次降息，这无疑激发了资本市场的想象 力，后续货币宽松能否持续，美联储降息空间还有多大，是很多投资者关注的焦点。 据CME"美联储观察"显示，美联储10月维持利率不变的概率为10.2%，降息25个基点的概率为89.8%。美联储12月维持利率 不变概率为1.7%，累计降息25个基点的概率为23.1%，累计降息50个基点的概率为75.3%。 上述数据清晰的反映出交易员对于降息周期的押注。对此，美联储内部却呈现明显的分歧，各方观点不一。 降息大门开启，美联储内部却吵翻了！ 此前"光速"进入美联储的新任理事、同时也是特朗普亲信的米兰，呼吁大幅降息以避免经济受损。 值得注意的是，下一任美联储主席的竞选也在进行之中。 当地时间9月22日，美国财长贝森特表示，本周晚些时候将再面试两名美联储主席候选人，下周末结束前将面试11名候选人 中的10名，将于下周开始缩小面试候选人的名单。 金价破纪录，华尔街机构忙着"撕报告" 身为"鸽派"的米兰认为，联邦基金利率适当水平大约在2%至2.5%，相比目前利率水平大幅下降达2%。在大幅降息之后， 其预计2026年和2 ...

9月22日，现货黄金持续走高，短线涨幅扩大至10美元，将纪录高位刷新至3715美元/盎司，截至发稿，涨幅为0.83%。 | W | 伦敦金现 | | | | | Q | | --- | --- | --- | --- | --- | --- | --- | | | SPTAUUSDOZ.IDC | | | | | | | 3715.085 "# | | | 3684.650 | 总量 | | 0 | | +30.435 | | +0.83% 开盘 | 3686.753 | 现手 | | 0 | | 最高价 | | 3715.400 持 仓 | 0 | Ar 물 | | 0 | | 最低价 | | 3683.280 壇 仓 | 0 | 盘 内 | | 0 | | 分时 | | 五日 日K | 居く | FK | 白天 | | | 雪加 | | | | 均价:0.000 | | | | 3715.400 | | | | 0.83% 卖一 | 3715.855 | | | | | | | | -- 3715.085 | | | 3884.650 H | | | | 0.00% | 14:40 3714.230 14 ...

乌kursiv网9月15日援引世界黄金协会（WGC）数据报道，2024年全球黄金产量达到3661吨，同比增长 0.5%。其中，乌兹别克斯坦黄金产量为129吨，占全球总量的3.5%，位居全球黄金生产国第十名。位居 前列还有中国（380吨）、俄罗斯（330吨）、澳大利亚（284吨）、加拿大（202吨）和美国（158吨） 等。 黄金主要买家依然是珠宝行业，2024年，珠宝业黄金消费量2003.5吨，同比下降9%。由于全球金价上 涨，珠宝业黄金消费支出同比增长9%，达到1440亿美元。 ...

Group 1 - Shandong Gold Mining Co., Ltd. experienced a stock price increase of 5.2%, reaching 40.49 CNY per share, with a trading volume of 1.255 billion CNY and a turnover rate of 0.88%, resulting in a total market capitalization of 186.656 billion CNY [1] - The company, established on January 31, 2000, and listed on August 28, 2003, is primarily engaged in gold mining, refining, and the production and sale of gold and silver products [1] - The revenue composition of the company includes 50.14% from purchased gold, 29.96% from self-produced gold, 9.75% from trading, 7.65% from small gold bars, and 2.50% from other sources [1] Group 2 - The fund "Xinda Australia Fund" holds a significant position in Shandong Gold, with the "Xinda Blue Chip Select Stock A" fund (009988) owning 253,600 shares, accounting for 4.15% of the fund's net value, making it the fourth-largest holding [2] - The fund has generated a floating profit of approximately 507,200 CNY today [2] - The fund was established on September 9, 2020, with a current size of 195 million CNY, achieving a year-to-date return of 19.24% and a one-year return of 28.68% [2]

Core Viewpoint - 大唐黄金 (08299) has seen a significant stock price increase, rising over 18.75% following the announcement of a new share placement aimed at raising approximately 2.74 billion HKD for future acquisitions and operational needs [1][2] Group 1: Share Placement Details - The company plans to place up to 1.039 billion new shares at a price of 0.275 HKD per share, which represents 13.98% of the existing issued shares [1] - The net proceeds from the placement are expected to be around 2.74 billion HKD, with approximately 70% allocated for future acquisitions, 5% for exploration and research in collaboration with universities and leading mining companies, and 25% for working capital [1] Group 2: Strategic Investor Insights - One of the main investors in the placement is Victor Soar Investment Limited, which is controlled by Gao Mingqing, the chairman of 万国黄金集团 (03939) [2] - Following the placement, Gao Mingqing will become the second-largest shareholder of 大唐黄金, indicating strong confidence in the company's investment value and growth potential [2] - Under Gao Mingqing's leadership, 万国黄金集团 has achieved a remarkable 20-fold increase in market value over the past two years, highlighting the potential for similar success at 大唐黄金 [2]

假设所有配售股份获悉数配售，配售事项所得款项总净额预计将约为2.74亿港元。 大唐黄金(08299)发布公告，于2025年9月2日(于交易时段后)，公司(作为发行人)与联席配售代理订立配 售协议，据此，公司有条件同意发行，而联席配售代理有条件同意，作为公司代理尽力促使以配售价每 股配售股份0.275港元配售最多合共10.39亿股配售股份。 ...

Core Viewpoint - Datang Gold (08299) has entered into agreements with Northwest University and Shaanxi Provincial Geology and Mineral Resources Group to enhance deep mining exploration and resource verification in the Xiaoqinling area, aligning with national strategic needs and advancing technology in deep earth science and mineral resources [1] Group 1: Agreements and Collaborations - The company has signed an agreement with Northwest University for a deep mining model in the Xiaoqinling gold mining concentration area [1] - An additional agreement has been established with Shaanxi Provincial Geology and Mineral Resources Group for drilling engineering verification and resource increase demonstration in the same region [1] Group 2: Objectives and Goals - The overall goal of these collaborations is to break through core technologies in deep earth and mineral resources, establishing a technical equipment system for deep detection and exploration [1] - The initiatives aim to support a new round of mining breakthroughs and a new resource revolution, contributing to high-level technological self-reliance in deep earth detection and mineral resource exploration [1] Group 3: Research and Development - The company plans to conduct exploratory research in the mining area, summarizing regional and mineral concentration formation laws to establish mineral deposit models [1] - The focus will be on mineralization prediction, identifying exploration targets, and locating deep gold deposits, ultimately achieving resource increase objectives [1] Group 4: Strategic Importance - Participation in these significant projects initiated by the local government will enhance the company's technical capabilities in relevant fields and accumulate research and development experience, thereby solidifying its industry position [1]

Core Viewpoint - The company, Datang Gold (08299), has entered into agreements with Northwestern University and Shaanxi Provincial Geology and Mineral Resources Group to enhance deep mining exploration and resource verification in the Xiaoqinling area, aligning with national strategic needs and advancing technological capabilities in mineral resource exploration [1] Group 1 - The agreements aim to establish a deep mining exploration model and conduct drilling verification to increase resource reserves in the Xiaoqinling gold mining concentration area [1] - The collaboration focuses on breaking through core technologies in deep earth and mineral resources, creating a technological equipment system for deep detection and exploration [1] - The initiative is part of a broader strategy to support a new round of mineral exploration breakthroughs and a new resource revolution, emphasizing technological self-reliance in the field of deep earth detection and mineral resource exploration [1] Group 2 - The company will conduct exploratory research in its mining areas, summarizing mineralization patterns and establishing mineral deposit models to guide future exploration efforts [1] - The participation in these significant projects initiated by the local government is expected to enhance the company's technical strength and accumulate research and development experience [1] - This strategic move is anticipated to solidify the company's position within the industry [1]