据加纳"每日写真网"4月17日报道，中国跨国矿业公司紫金矿业集团股份有限公司已正式完成对美国纽蒙特公司旗下加纳阿基姆（Akyem）金 矿项目的收购。此笔价值10亿美元的交易标志着加纳最著名的黄金生产资产之一的所有权发生了重大转变，同时也符合紫金集团扩大全球黄金业 务版图的积极战略。 根据紫金矿业于2025年4月16日发布的公告，该交易在协议规定的所有条件均已满足或豁免后最终完成。此次收购通过紫金海外全资子公司金 源国际执行，目前已控制阿基姆金矿及其相关资产。 （原标题：紫金矿业以10亿美元收购加纳纽蒙特金矿项目） 此次收购是紫金矿业宏伟目标的一部分，该目标旨在将黄金产量从2023年的68吨提高到2025年的85吨，并最终提高到2028年的110吨。此次收 购的战略时机也恰逢全球金价飙升，使紫金矿业能够充分提升盈利能力。紫金矿业还承认加纳实体有意收购该矿的少数股权，并表示对此类合作 持开放态度。 阿基姆金矿位于世界主要金矿带之一，目前为露天矿，矿化条件良好，储量扩张潜力巨大。该矿仅在2024年就产出了6.4吨黄金，低于2023年 的9.2吨和2022年的13.1吨。2021年至2024年，该矿累计黄金产量达到4 ...

NovaGold Resources涨超6%，巴里克黄金同意以大约10亿美元现金出售Donlin金矿项目50%股权给 Paulson Advisers关联方与NovaGold Resources。 ...

黄金价格屡创新高之际 巴里克黄金出售Donlin金矿项目50%股权 智通财经4月22日电，总部位于加拿大的黄金矿业巨头巴里克黄金美东时间周二表示，已同意以大约10 亿美元现金将其在阿拉斯加 Donlin Gold 金矿项目中的高达50%股权出售给 Paulson Advisers 关联方与 NovaGold Resources (NG.US)。 ...

巴里克黄金还授予 NovaGold一项选择权，可在交易完成前以9,000万美元购买 Donlin 项目所欠巴里克黄 金的全部未偿债务，或在交易完成后18个月内以1亿美元行权，届时该选择权将到期——即如果选择在 交易完成后18个月内购买，则以1亿美元的价值购买。 黄金价格方面，现货黄金和纽约黄金期货价格周二亚洲时段进一步升破了3500美元/盎司关口，年内可 谓屡次创下历史新高。到目前为止，黄金现货和期货价格在今年迄今已经上涨了30%以上。在经济不确 定性日益大幅升温的情况下，避险情绪持续推动金价创新高。 为筹措 NovaGold的收购资金，Paulson、The Electrum Group 及 Kopernik Global Investors 已承诺以每股 3.00 美元认购最多 1.7 亿美元普通股，剩余 3,000 万美元差额由 NovaGold 自筹。 智通财经APP获悉，总部位于加拿大的黄金矿业巨头巴里克黄金 (GOLD.US)美东时间周二表示，已同 意以大约10亿美元现金将其在阿拉斯加 Donlin Gold 金矿项目中的高达50%股权出售给 Paulson Advisers 关联方与 NovaG ...

Group 1 - The core viewpoint is that gold stocks are currently one of the hottest trading varieties due to significant performance improvements and record-high gold prices, necessitating new valuation standards beyond traditional price-to-earnings ratios [1][2] - The substantial performance enhancement of gold stocks is attributed to increased demand for gold as a safe-haven asset amid global economic volatility and uncertainty, alongside technological innovations and cost control by mining companies [1][2] - The continuous rise in gold prices reflects both increased physical demand and investor preference for gold as a financial asset, further emphasizing its safe-haven attributes in a challenging global monetary system [1][2] Group 2 - Traditional price-to-earnings ratios are becoming outdated as they fail to accurately reflect the true value of gold stocks in a volatile market environment, where past performance data does not account for future gold price trends and market demand changes [2][3] - Investors should consider multiple factors, including the supply-demand relationship in the gold market and changes in the global macroeconomic environment, which directly impact gold prices and, consequently, the profitability and stock performance of gold companies [2][3] - The potential for previously unviable mining operations to become profitable due to soaring gold prices presents new profit growth opportunities for companies holding such resources, thereby supporting their stock prices [2][3] Group 3 - The growth potential of gold stocks is highlighted by the industry's shift towards green mining and sustainable development, which may lead to sustained performance growth and higher valuations in the capital market [3] - A comprehensive assessment of gold stocks is essential, as traditional price-to-earnings ratios only reflect past values and do not account for the increasing volatility of gold prices affecting company valuations [3]

Core Viewpoint - Luoyang Molybdenum announced a cash acquisition of Lumina Gold for approximately CAD 581 million, reflecting a strategic move into the gold sector amid rising gold prices and a favorable market outlook for gold as a safe-haven asset [1][5][6]. Group 1: Acquisition Details - The acquisition price translates to approximately RMB 304 million, with a per-share price of CAD 1.27, representing a 41% premium over Lumina's closing price on April 17 [1][6]. - Luoyang Molybdenum has signed a subscription agreement for USD 20 million in convertible bonds to support the ongoing operations of the Cangrejos gold project [6]. - The Cangrejos project, located in Ecuador, has a resource estimate of 1.376 billion tons with an average gold grade of 0.46 g/t, containing 638 tons of gold [5][6]. Group 2: Financial Performance - Lumina Gold has reported significant net losses in recent years, with a net loss of approximately USD 33.14 million for the first three quarters of 2024, and cumulative losses of USD 7.97 million in 2020, USD 7.92 million in 2021, USD 22.24 million in 2022, and USD 17.25 million in 2023 [7]. - Luoyang Molybdenum's revenue for 2024 is projected at RMB 213.03 billion, a year-on-year increase of 14.37%, with a net profit of RMB 13.53 billion, up 64.03% [7]. Group 3: Market Context - The gold market has seen a significant rise, with COMEX gold futures surpassing USD 3,500 per ounce, reaching a peak of USD 3,509.9 per ounce on April 22 [8]. - The company expresses optimism regarding the future of the gold market, viewing it as a key area for growth and investment [5][6].

Core Viewpoint - The company reported strong financial performance in Q1 2025, driven by rising gold prices and effective cost management, maintaining a "buy" rating. Financial Performance - In Q1 2025, the company achieved revenue of 4.321 billion yuan, a year-on-year increase of 55.84% - The net profit attributable to shareholders was 694 million yuan, up 37.91% year-on-year - The net profit excluding non-recurring items was 704 million yuan, reflecting a year-on-year growth of 40.87% [1] Production and Cost Analysis - The company's gold production and sales volumes were 1.77 tons and 2.03 tons respectively, showing a year-on-year decline of 10.6% and 11.0% - The sales cost (after consolidation) was 147.87 yuan per gram, down 5.4% from 156.32 yuan per gram in the same period last year - Despite the decline in production and sales, the decrease in costs and the rise in gold prices contributed positively to the overall performance [1] Strategic Development - The company has a clear production plan, aiming for a gold output of 12 tons by the end of the 14th Five-Year Plan, with gold resources and reserves reaching 240 tons - In January 2025, the company signed an agreement to acquire a 52.0709% stake in Yunnan Western Mining Co., which holds exploration rights for gold mines in Yunnan Province - The integration of the Mangshi mining area is expected to enhance the company's production capacity [2] Market Outlook - The current upward trend in gold prices is expected to continue, with recent tariffs impacting the dollar's stability and increasing the appeal of gold as an asset - The uncertainty in the global political and economic landscape is likely to boost demand for gold as a safe-haven asset [2] Earnings Forecast and Valuation - Due to the better-than-expected performance of gold prices, the company has revised its EPS forecasts for 2025-2027 to 1.19, 1.36, and 1.84 yuan respectively, reflecting increases of 4.4%, 5.4%, and 12.2% - The target price for the company is set at 25.53 yuan, based on a PE ratio of 21.45 for 2025, maintaining a "buy" rating [3]

智通财经APP获悉，4月22日港股市场，北水成交净买入213.6亿港元，其中港股通(沪)成交净买入118.06 亿港元，港股通(深)成交净买入95.54亿港元。 北水净买入最多的个股是盈富基金(02800)、恒生中国企业(02828)、阿里巴巴-W(09988)。北水净卖出最 多的个股是小米集团-W(01810)、紫金矿业(02899)、中芯国际(00981)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 美团-W | 27.48亿 | 29.17 乙 | 56.65亿 | | HK 03690 | | | -1.69 乙 | | 小米集团-W | 19.96亿 | 29.82 乙 | 49.78 乙 | | HK 01810 | | | -9.86 亿 | | 盈富县金 | 46.26 Z | 866.31万 | 46.34 乙 | | HK 02800 | | | +46.17 亿 | | 阿里巴巴-W | 26.08亿 | 15.42 乙 | 41.50亿 | | HK 09988 | | | +10.66亿 ...

国际黄金价格大涨背景下，洛阳钼业(603993.SH)拟高价收购一家加拿大黄金公司。 4月22日，洛阳钼业(603993.SH)官网发布消息称，该公司将以全现金方式收购加拿大上市公司Lumina黄金(TSXV:LUM)全部已发行和未发行的所有普通股， 交易总价约为5.81亿加元(折合人民币约30.68亿元)。 Lumina黄金是一家在多伦多证券交易所创业板上市的贵金属和基本金属勘探公司，总部位于温哥华，公司100%持有位于厄瓜多尔西南部埃尔奥罗省的 Cangrejos金矿项目。 目前，该协议已获得Lumina52.3%股东的表决支持，后续将按照当地公开收购程序推进。 年报显示，2024年洛阳钼业营业收入首次突破两千亿元，达到2130亿元，同比增长14%；归母净利润首破百亿元，达到135亿元，同比增长64%；经营性现 金流324亿元，同比增长108%。 今年前三季度，洛阳钼业主要产品铜、钴、铌产品产量同比分别增加15.65%、20.68%和4.39%。 今年以来，国际黄金价格大幅上涨。截至4月22日10点左右，COMEX黄金期货价格为3463.7美元/盎司，伦敦金现价格3448.91美元/盎司。 据洛阳钼业介绍 ...

Core Viewpoint - Luoyang Molybdenum plans to acquire all issued and unissued common shares of Canadian-listed Lumina Gold for approximately 5.81 billion CAD (around 3 billion RMB) in cash, focusing on the Cangrejos gold mine project in Ecuador [1] Group 1: Acquisition Details - The acquisition price is approximately 5.81 billion CAD, equivalent to about 30 billion RMB [1] - The core asset of the acquisition is a 100% stake in the Cangrejos gold mine project located in Ecuador [1] Group 2: Resource and Reserve Information - The Cangrejos project has a total resource of 1.376 billion tons with an average gold grade of 0.46 g/t, containing 638 tons of gold [1] - The mine's reserves are estimated at 659 million tons with an average gold grade of 0.55 g/t, containing 359 tons of gold [1] - The expected lifespan of the mine is projected to be 26 years [1]