2025.09. 16 本文字数：1531，阅读时长大约3分钟 作者 | 第一财经 王媛丽 封图 | AI生成 与此同时，"上海爷叔"坚持十年加仓上海建工仍未回本的持股故事也成为市场情绪催化剂，一位网名 为"上海建工爷叔"的投资者十年间每月用退休金补仓，持仓成本从6块一路补仓至3.8元，至今仍未解 套，引发网友"一人一手助爷叔解套"的接力热潮。 上海建工在9月12日、15日涨停后，16日开板再度强势封板，主力资金大幅净流入3336万元，股价来 到3.21元，距离"上海爷叔"解套仍差6毛。 旗下金矿资源储量增加？ 上海建工近期股价异动与其旗下持股60%的扎拉矿业的金矿资源消息有关。根据相关市场消息，上海 建工子公司扎拉矿业拥有的科卡（Koka）金矿传来金矿资源储量较原采信储量大幅增加的消息。科 卡金矿资源储量较交易双方采信的储量增加了33.89万盎司，价值约6.03亿美元，折合人民币约42.72 亿元。 对此，第一财经致电上海建工证券部，询问旗下子公司金矿资源储量近期是否有增加。相关工作人员 回复称，以公司公告为准，近期上海建工并未对外披露有关旗下子公司金矿资源的公告。 9月15日晚间，上海建工公告称，上述金矿 ...

2025.09.16 本文字数：532，阅读时长大约1分钟 作者 |一财阿驴 09:32房地产板块盘初拉升，香江控股涨停，荣盛发展、首开股份、海泰发展跟涨。 09:27黄金概念股高开，上海建工3连板，北方铜业、西部黄金涨超5%，晓程科技、鹏欣资源、中金黄 金纷纷上涨。 09:26 A股开盘丨三大指数集体高开 上证指数涨0.14%，深成指涨0.09%，创业板指涨0.2%。贵金属、黄金、煤炭板块涨幅居前，养鸡、猪 肉、种业、互联网保险板块表现低迷。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 4 | 3865.98c | 5.48 | 0.14% | | 399001 | 深证成指 | M | 13017.58c | 11.80 | 0.09% | | 399006 | 创业板指 | M | 3072.30c | 6.12 | 0.20% | | 板块名称 | | 张幅▲ | 张速 | | --- | --- | --- | --- | | 1 | 其他电源设备 | -0.64% ...

Core Viewpoint - Shanghai Construction's recent stock price surge is primarily driven by market speculation regarding increased gold resources in its subsidiary, Zara Mining, despite the company clarifying that this information is not new [1][2]. Group 1: Stock Performance - Shanghai Construction's stock price reached a high of 3.21 yuan, marking a three-day consecutive increase, with a total market capitalization of 28.524 billion yuan [1]. - The stock has seen significant inflows from institutional investors, with net inflows of 333.6 million yuan on September 16, indicating strong market interest [1][3]. - Historical stock performance shows that since its peak in 2015, the stock has fluctuated between 2 and 3 yuan, with a recent recovery to 2.92 yuan as of September 15 [3]. Group 2: Financial Performance - For the first half of 2025, Shanghai Construction reported revenue of 105 billion yuan, a year-on-year decline of 28.04%, and a net profit of 7.1 million yuan, down 14.07% [4]. - The traditional construction business has faced significant pressure, with a 30% drop in revenue from construction contracting and a 12.5% decline in industrial revenue [4]. - In contrast, the gold sales business generated 403 million yuan in revenue, an 8.44% increase year-on-year, contributing 146 million yuan to gross profit, with a gross margin of 36.25% [4]. Group 3: Gold Resource News - Market speculation about an increase in gold resources at the Koka mine, owned 60% by Zara Mining, suggests an addition of 338,900 ounces, valued at approximately 6.03 billion USD (about 4.272 billion yuan) [2]. - The company clarified that the information regarding the gold resource increase was previously disclosed in 2020 and is not recent [2][4]. - The rising international gold prices, which have increased by 26.4% in 2024 and 26.5% in the first half of 2025, have created positive sentiment around the company's gold business [4].

隔夜美股纳指标普联袂创新高，热门中概股多数上涨。港股三大指数高开，恒指涨0.34%，国指涨 0.25%，恒生科技指数涨0.45%。盘面上，大型科技股多数呈现上涨行情但总体波动不大，美团、快 手、腾讯、小米、网易、百度涨幅在0.7%以内，京东、阿里巴巴小幅下跌；昨日尾盘大幅拉升的生物 医药股继续强势，昨日飙涨超115%的药捷安康再度高开近15%，歌礼制药、君实生物、药明巨诺等纷 纷上涨；现货黄金逼近3690美元，续创历史新高，黄金股持续走强，中国黄金国际、灵宝黄金、招金矿 业均涨超3%，核电股、汽车股、锂电池股、海运股多数上涨。另一方面，物流股、白酒概念股、内房 股、电信股部分走低，其中，中国联通跌约1%。此外，"激光雷达第一股" 禾赛首日在港挂牌上市高开 近8%。(格隆汇） ...

Group 1: Company Filings - Four companies submitted applications to the Hong Kong Stock Exchange from September 8 to September 14, with three companies passing the hearing [1][6] - Sig Energy (Shanghai) Co., Ltd. submitted its listing application on September 8, aiming to be a global leader in distributed energy storage systems, with a projected market share of 28.6% in 2024 [2] - Shengwei Times Technology Co., Ltd. submitted its application on September 11, ranking 14th in China's ride-hailing service market, with revenues projected to grow from approximately 8.16 billion RMB in 2022 to 15.94 billion RMB in 2025 [3][4] - Shenzhen Maiketian Biomedical Technology Co., Ltd. submitted its application on September 11, with a product reach in over 140 countries and revenues expected to increase from 9.17 billion RMB in 2022 to 13.99 billion RMB in 2025 [4] - Guangdong Chaoshan Industrial Co., Ltd. submitted its application on September 12, leading the jewelry market in mainland China with a projected market share of 1.4% in 2024 [5] Group 2: Companies Passing Hearings - Different Group passed the hearing on September 11, focusing on mid-to-high-end parenting products, with a market share of 4.2% in China [7] - Zijin Gold International Limited passed the hearing on September 14, being a leading global gold mining company with a compound annual growth rate of 21.4% in gold production from 2022 to 2024 [8] - Botai Internet of Vehicles Technology (Shanghai) Co., Ltd. passed the hearing on September 14, ranking third in China's smart cockpit solutions market with a market share of 7.3% [9] Group 3: Companies Going Public - Hesai Technology (02525.HK) is set to launch its IPO from September 8 to September 11, with a global offering of 17 million shares and a maximum price of 228.00 HKD per share [10] - Jinfang Pharmaceutical (02595.HK) will have its IPO from September 11 to September 16, offering 77.6 million shares at a price of 20.39 HKD per share [11] - Health 160 (02656.HK) plans its IPO from September 9 to September 12, offering 33.65 million shares at a price range of 11.89 to 14.86 HKD per share [12] Group 4: New Stock Listing - Dahang Science and Technology (02543.HK) was listed on September 9, closing at 56.90 HKD per share, with a price increase of 14.95% [13]

雷递网 雷建平 9月15日 紫金黄金国际有限公司（简称："紫金黄金"）日前通过上市聆讯，准备在港交所上市。 上半年营收20亿美元 紫金黄金是紫金矿业的所有黄金矿山（除中国之外）整合而成的黄金开采公司，继承了紫金矿业在低品位难采选资源勘查、开发及运营的管理竞争优势， 成为一家市场化的黄金开采公司，主要从事黄金的勘查、开采、选矿、冶炼、精炼及销售。 截至最后可行日期，紫金黄金在中亚、南美洲、大洋洲和非洲等黄金资源富集区持有8座黄金矿山的权益，即塔吉克斯坦吉劳╱塔罗金矿、吉尔吉斯斯坦 左岸金矿、澳大利亚诺顿金田金矿、圭亚那奥罗拉金矿、哥伦比亚武里蒂卡金矿（透过哥伦比亚委托安排）、苏里南罗斯贝尔金矿、加纳阿基姆金矿及巴 布亚新几内亚波格拉金矿。 于该等黄金矿山当中，紫金黄金控制及运营7座矿山及持有巴布亚新几内亚波格拉金矿的少数权益。通过针对每座矿山的独特特征调整紫金黄金的运营模 式，紫金黄金的矿山生产金精矿、合质金及金锭。 招股书显示，紫金黄金2022年、2023年、2024年营收分别为18.18亿美元、 22.62亿美元、29.9亿美元；毛利分别为6.2亿美元、5.93亿美元、11.34亿美元； 毛利率分别为34. ...

Core Viewpoint - Zijin Mining International has begun assessing investor interest in its Hong Kong IPO, with specific lock-up periods for different stakeholders [1] Fund Allocation - Approximately 50% of the raised funds will be allocated for upgrading existing mines to enhance production capacity over the next five years [1] - About 33.6% of the funds will be used to pay for the acquisition of the Raygorodok gold mine in Kazakhstan [1] Lock-up Periods - The issuer's lock-up period is set for 6 months, while the controlling shareholder's lock-up period is 12 months, and cornerstone investors will also have a 6-month lock-up period [1] Underwriters - Morgan Stanley and CITIC Securities are acting as joint sponsors for the IPO [1]

Core Viewpoint - Zijin Gold International has passed the main board listing hearing of the Hong Kong Stock Exchange, with Morgan Stanley and CITIC Securities serving as joint sponsors [1] Group 1: Company Overview - The company is engaged in gold exploration, mining, beneficiation, smelting, refining, and sales globally [1] - Zijin Gold International holds interests in eight gold mines located in resource-rich areas including Central Asia, South America, Oceania, and Africa [1] - The company operates seven gold mines and holds a minority interest in the Porgera gold mine in Papua New Guinea [1] Group 2: Production and Financial Performance - As of the end of 2024, the company ranks ninth globally in gold reserves and eleventh in gold production [1] - The compound annual growth rate (CAGR) of the company's gold production from 2022 to 2024 is projected to be 21.4% [1] - The company maintains a high capital return with a return on assets of 21.4% and an all-in sustaining cost (AISC) of $1,458 per ounce, ranking sixth lowest among the top fifteen gold mining companies globally [1]

智通财经APP获悉，据港交所9月14日披露，紫金黄金国际有限公司(紫金黄金国际)通过港交所主板上市聆讯，摩根士丹利和中信证券为其联 席保荐人。 招股书显示，紫金黄金国际是紫金矿业的所有黄金矿山（除中国之外）整合而成的全球领先黄金开采公司之一。凭借紫金矿业在低品位难采 选资源勘查、开发及运营的管理竞争优势，公司已成为一家全球领先的黄金开采公司，主要从事黄金的勘查、开采、选矿、冶炼、精炼及销 售。公司通过全球并购整合优质黄金矿山资源，并运用地质勘查、研究及开发、工程、建设和矿山运营能力，以及国际ESG系统，使公司能 够实现持续增储增产与高效运营。 公司在中亚、南美洲、大洋洲和非洲等黄金资源富集区持有8座黄金矿山的权益，即塔吉克斯坦吉劳/塔罗金矿、吉尔吉斯斯坦左岸金矿、澳 大利亚诺顿金田金矿、圭亚那奥罗拉金矿、哥伦比亚武里蒂卡金矿（通过哥伦比亚委托安排）、苏里南罗斯贝尔金矿、加纳阿基姆金矿及巴 布亚新几内亚波格拉金矿。于该等黄金矿山当中，公司控制及运营7座黄金矿山及持有巴布亚新几内亚波格拉金矿的少数权益。通过针对每 座矿山的独特特征调整公司的运营模式，公司的矿山生产金精矿、合质金及金锭。 公司从2007年收购塔吉克 ...

紫金矿业早前公布，建议分拆全资子公司紫金黄金国际上市，香港联交所已确认该集团可进行建议分拆 上市。 紫金黄金国际是由紫金矿业所有黄金矿山(除中国之外)整合而成的全球领先的黄金开采企业，主要从事 黄金的勘查、开采、选矿、冶炼、精炼及销售，公司去年净利润(归属母公司)同比大增逾一倍至4.81亿 美元。截至目前，紫金黄金国际在中亚、南美洲、大洋洲和非洲等黄金资源富集区持有8座黄金矿山权 益，包括塔吉克斯坦吉劳/塔罗金矿、澳大利亚诺顿金田金矿、圭亚那奥罗拉金矿等核心资产。 紫金矿业 紫金矿业 分时图 日K线 周K线 月K线 25.65 -0.06 -0.23% 2.45% 1.63% 0.82% 0.00% 0.82% 1.63% 2.45% 25.08 25.29 25.50 25.71 25.92 26.13 26.34 09:30 10:30 11:30/13:00 14:00 15:00 0 328万 656万 983万 9月12日据市场消息，紫金矿业（601899）(02899)旗下紫金黄金国际宣布将于下周启动投资者评估，测 试市场对30亿美元香港首次公开募股(IPO)的兴趣。公司管理层将面向潜在机构投资者 ...