Group 1 - The article discusses a case where a man named Chen, aged 46, was held legally accountable for spreading rumors about fake gold bars from Industrial and Commercial Bank of China (ICBC) to gain attention on social media [1][3] - The rumors originated from a customer's complaint about impurities found in gold bars purchased from ICBC's Jiading branch, which was later confirmed to be untrue [3][4] - ICBC's Jiading branch took the matter seriously, contacted the customer, and arranged for the gold bars to be tested by a quality inspection center, which confirmed a gold content of 99.99% with no quality issues [4][5] Group 2 - The gold bars in question were produced by Zhaojin Mining Industry Company, which has been in operation since 1974 and is a large comprehensive group involved in mining, deep processing, finance, and other industries [5] - The article emphasizes the importance of discerning information on the internet and encourages the public to rely on authoritative sources to avoid spreading rumors [5]

2025 年 7 月 2 日 银河观点集萃 责任编辑 周颖 ☎：010-80927635 网:zhouying_yj@chinastock.com.cn 分析师登记编码：S0130511090001 要闻 中国 6 月财新制造业 PMI 50.4 每日晨报 www.chinastock.com.cn 证券研究报告 请务必阅读正文最后的中国银河证券股份有限公司免责声明 ESG: 6 月 ESG 央国企策略绝对收益为 2.97%。ESG 筛选策略（沪深 300）: ● 该策略是采用我们在 2023年 12月 8日发布的《厚积薄发,志存高远——ESG 投资策略解析与优化构建》报告中呈现的筛选策略,不但充分考察了 ESG 所 提供的增量风险信息,还结合了马科维兹资产组合理论。详细内容可参考原报 告。策略表现:截止 6 月 29 号,本月总回报为 1%,相对 总回报 为-1%、最大 涨幅为 3%，最大跌幅为-2%，夏普比例为 1.83。 化工：原油重回供需定价,关注成长属性标的。预计近期 Brent 油价在 60-70 0 美元/桶区间震荡运行,成本端暂不是左右行业盈利的关键,关键看行业供需 改善情况。近期全球地缘冲突 ...

证券研究报告：有色金属 | 公司点评报告 发布时间：2025-07-01 股票投资评级 资料来源：聚源，中邮证券研究所 公司基本情况 | 最新收盘价（元） | 19.50 | | --- | --- | | 总股本/流通股本（亿股）265.78 | / 205.88 | | 总市值/流通市值（亿元）5,183 | / 4,015 | | 52 周内最高/最低价 | 19.78 / 14.15 | | 资产负债率(%) | 55.2% | | 市盈率 | 16.12 | | 第一大股东 | 闽西兴杭国有资产投资 | | 经营有限公司 | | 研究所 分析师:李帅华 SAC 登记编号:S1340522060001 Email:lishuaihua@cnpsec.com 研究助理:杨丰源 SAC 登记编号:S1340124050015 Email:yangfengyuan@cnpsec.com 紫金矿业(601899) 拟收购哈国金矿，全球布局更进一步 l 公司拟收购哈萨克斯坦 RG 金矿 100%权益 紫金矿业全资子公司紫金黄金国际（拟分拆至香港联合交易所上 市的主体），拟以 12 亿美元对价，收购 Cantec ...

Core Viewpoint - The recent developments in the Haidi Gold Mine project signify a crucial milestone for Zhaojin Mining, marking a transition from construction to production phase, with expectations for increased output and operational efficiency [1][6]. Group 1: Project Milestones - The Haidi Gold Mine project has officially commenced water-linked trial operations for its intelligent processing line, designed to handle an annual processing capacity of 3.96 million tons [1]. - The project has achieved significant breakthroughs, including the successful one-time pouring of over 4,420 cubic meters of concrete, a first in the domestic gold mining sector [2]. - The completion of the "Five Vertical and One Inclined" project has resolved ventilation and transportation issues, facilitating further underground construction [5]. Group 2: Technological Advancements - The processing system employs advanced "SABC grinding + flotation" technology, positioning it among the top tier in China's gold industry for processing capacity [1]. - The project has overcome challenges related to high temperature, humidity, and corrosive environments, enhancing operational efficiency and equipment lifespan [2][5]. Group 3: Strategic Importance - The Haidi Gold Mine is designated as the number one project during the company's "14th Five-Year Plan," with a projected annual gold output exceeding 15 tons, which could solidify its status as a world-class single gold mine [6]. - The company is actively pursuing a "dual H" strategy, expanding its resource network through acquisitions in Africa, which supports its growth in both domestic and international markets [7]. Group 4: Market Context - The backdrop of rising gold prices due to global trade protectionism and geopolitical uncertainties presents a favorable environment for Zhaojin Mining to capitalize on its resources [6][7]. - The company's proactive approach in expanding its overseas resource portfolio is expected to yield significant performance contributions in the future [7].

【紫金矿业12亿美元收购金矿，"收购—盈利—再收购"模式持续】6月30日早盘，紫金矿业公告，计划 12亿美元收购哈萨克斯坦Raygorodok大型金矿。这是其年内继加纳Akyem金矿后的又一笔黄金矿产资源 并购。 今年3月业绩说明会上，董事长陈景河指出黄金是未来投资并购重要方向。加上收购藏格矿业控 股权，上半年外部并购金额超220亿元。 上半年，在股权激励、分拆黄金资产港股上市等运作下，紫金 矿业股价创新高。截至半年度收官，其涨幅达30.85%，总市值超5000亿。 6月29日，旗下新加坡子公司 金哈矿业与Cantech签约，收购RG金矿100%权益。该矿位于哈北部，是在产矿山，基础设施完备。 2022 - 2024年，RG金矿产金分别为2吨、5.9吨和6吨，2024年现金成本796美元/盎司。紫金矿业称其盈 利能力强，并购当年可贡献产量和利润。 通过改进措施，RG金矿产量及效益有望提高。4月公司刚完 成加纳Akyem金矿并购，两矿年产量超5吨，排公司金矿前五位。 两矿收购短期内为紫金矿业带来12吨 黄金增量，助力实现年度目标。中期也为"2028年矿产金100 - 110吨"目标提供支撑。 受益于铜、金价格 ...

丨 2025年7月1日 星期二 丨 每经记者｜朱成祥 每经编辑｜董兴生 6月30日，隆基绿能公告称，公司计划使用部分募集资金10.8亿元向全资子公司隆基乐叶增资，再由隆 基乐叶向其全资子公司铜川隆基增资10.8亿元。此次增资旨在保证募集资金投资项目"铜川隆基年产 12GW高效单晶电池项目"顺利实施。增资完成后，铜川隆基的实缴注册资本将由14532万元增加至 40000万元。此次交易不构成关联交易和重大资产重组，无需提交公司股东会批准。 点评：隆基绿能增资子公司，聚焦高效单晶电池项目，彰显其对光伏产业长期看好。此举将强化铜川隆 基资本实力，保障年产12GW项目顺利推进，提升市场竞争力。投资者可关注项目进展及对公司业绩的 潜在贡献。 NO.3 紫金矿业：拟以12亿美元收购哈萨克斯坦一金矿项目 6月30日，紫金矿业公告称，公司全资子公司紫金黄金国际有限公司及其新加坡全资子公司金哈(新加 坡)矿业有限公司与Cantech S.à.r.l签署协议，金哈矿业拟通过收购Cantech持有的RG Gold LLP和RG Processing LLP 100%权益，获得哈萨克斯坦Raygorodok金矿项目100%权益。收购对 ...

Core Viewpoint - Zijin Mining Group Co., Ltd. plans to spin off its subsidiary, Zijin Gold International Co., Ltd., for a listing on the Hong Kong Stock Exchange, with approvals already obtained from various shareholder meetings [1][2] Group 1: Listing Progress - The company has submitted the application materials for the initial public offering (IPO) and listing on the main board of the Hong Kong Stock Exchange [1] - The application materials were prepared in accordance with the requirements of the Hong Kong Securities and Futures Commission and the Hong Kong Stock Exchange [1] Group 2: Conditions and Uncertainties - The IPO and listing are subject to multiple conditions, including approvals from the Hong Kong Stock Exchange and other regulatory bodies, and are influenced by market conditions [2] - There is a degree of uncertainty regarding the implementation of the listing, which will be assessed based on the progress of related matters [2]

证券代码：600547 证券简称：山东黄金 编号：临 2025-031 山东黄金矿业股份有限公司 关于延长公司向特定对象发行股票股东大会决议 有效期及相关授权有效期的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 山东黄金矿业股份有限公司（以下简称"公司"）本次向特定对象发行股票 相关事项已经第六届董事会第二十三次会议、第六届监事会第十三次会议、2022 年第二次临时股东大会、2022年第一次A股及H股类别股东大会、第六届董事会 第三十五次会议、第六届监事会第十九次会议、2023年第二次临时股东大会、2023 年第一次A股及H股类别股东大会、第六届董事会第四十一次会议、第六届监事 会第二十三次会议、第六届董事会第四十四次会议、2023年第四次临时股东大会、 监事会第三十二次会议、2024年第一次临时股东大会、2024年第一次A股及H股 类别股东大会、第六届董事会第六十二次会议、第六届监事会第三十七次会议、 根据上述会议决议，公司股东大会授权董事会及其授权人士全权办理本次向 特定对象发行A股股票相关事宜的授权中涉及监管机构 ...

第一条 为规范赤峰吉隆黄金矿业股份有限公司（以下简称"公 司"）董事、高级管理人员的选任，优化董事会成员组成，完善公司 治理结构，根据《中华人民共和国公司法》 《中华人民共和国证券法》 、 公司股票上市地（包括上海证券交易所及香港联合交易所有限公司） 证券监管规则、《赤峰吉隆黄金矿业股份有限公司章程》（以下简称 《公司章程》）及其他有关规定，公司设立董事会提名委员会，并制 定本细则。 赤峰黄金董事会提名委员会工作细则 （2025 年 6 月 30 日第八届董事会第三十八次会议审议通过） 第一章 总则 第二条 提名委员会是董事会下设的专门工作机构，主要负责拟 定董事、高级管理人员的选择标准和程序，对董事、高级管理人员人 选及其任职资格进行遴选、审核，并就下列事项向董事会提出建议： （一）提名或者任免董事； （二）聘任或者解聘高级管理人员； （三）法律、行政法规、公司股票上市地证券监管规则和《公司 章程》规定的其他事项。 第二章 人员组成 第三条 提名委员会成员由不少于三名董事组成，其中独立董事 应当过半数，且应确保包含至少一名不同性别的董事。 第四条 提名委员会委员由董事长、二分之一以上独立董事或者 全体董事的 ...

Core Viewpoint - The announcement of H-share issuance by Shandong Gold Group marks a significant step in its globalization strategy, aiming to enhance its international capital operations and support overseas expansion projects, particularly in Namibia [1][4]. Group 1: Strategic Developments - The acquisition of controlling interest in Yintai Gold for nearly 13 billion yuan in July 2023 is recognized as the largest merger in the A-share gold industry that year, indicating a strategic shift towards resource integration [2]. - The company redefined its development strategy post-name change to "Shan Jin International," emphasizing internationalization and seeking new paths for overseas acquisitions [2]. - The completion of the acquisition of Osino Resources in Canada in August 2024 marked the company's first overseas acquisition, adding 127.2 tons of gold resources and positioning it as the largest single gold mine in Namibia [2][3]. Group 2: Financial Performance - In 2024, the company reported a record net profit of 2.173 billion yuan, a 52.57% increase year-on-year, driven by a gold production of over 8.04 tons [5][6]. - The company aims to maintain a gold production target of no less than 8 tons in 2025, alongside other metals [7]. - The financial structure is robust, with an asset-liability ratio of 18.57% and total assets reaching 19.054 billion yuan by the end of 2024 [8]. Group 3: Capital Operations - The H-share listing is intended to create a critical channel for capital operations, facilitating resource acquisitions and enhancing the international shareholder structure [4][8]. - The company is focused on exploring international capital markets for financing and operations to support overseas acquisitions [8]. - The successful IPO could provide significant funding for the Namibia project and further the vision of becoming a global leader in gold mining [1][9].