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山东黄金(600547)披露增加临时提案公告,12月09日股价下跌2.8%
Sou Hu Cai Jing· 2025-12-09 10:06
以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成 投资建议。 《山东黄金矿业股份有限公司关于使用闲置募集资金暂时补充流动资金的公告》 《山东黄金矿业股份有限公司关于2025年第五次临时股东会增加临时提案的公告》 《山东黄金矿业股份有限公司第七届董事会第七次会议决议公告》 《山东黄金矿业股份有限公司关于控股子公司山金国际的子公司开展商品期货、期权及外汇套期 保值业务的公告》 《中信证券股份有限公司关于山东黄金矿业股份有限公司使用闲置募集资金暂时补充流动资金的 核查意见》 《山东黄金矿业股份有限公司2025年第五次临时股东会会议资料(增加临时提案)》 《山东黄金矿业股份有限公司关于控股子公司山金国际对其全资子公司增资的公告》 《山东黄金矿业股份有限公司关于控股子公司山金国际为其子公司提供担保额度预计的公告》 《山东黄金矿业股份有限公司关于为香港全资子公司申请授信提供担保的公告》 《山东黄金矿业股份有限公司关于变更持续督导财务顾问主办人的公告》 截至2025年12月9日收盘,山东黄金(600547)报收于34.74元,较前一交易日下跌2.8%,最新总市 ...
杰富瑞:支撑金价走势的主要宏观因素预料将延续至明年,首选巴里克矿业
Jin Rong Jie· 2025-12-09 07:45
Core Viewpoint - The main macro factors supporting gold prices in 2025 are expected to continue into 2026, including global de-dollarization, U.S. fiscal pressures, overall macro uncertainty, central bank gold purchases, physical gold ETF demand, and Tether's procurement of gold [1] Group 1: Gold Market Outlook - Despite limited room for real interest rate declines, gold remains the only true safe-haven asset in the market [1] - Gold prices are projected to maintain a range-bound pattern in 2026, which is still positive for the industry [1] Group 2: Mining Stocks Analysis - The firm maintains an optimistic outlook for gold mining stocks in 2026, anticipating that mining companies will expand profit margins and generate higher annual free cash flow [1] - There is currently no significant cost inflation pressure observed in the mining sector [1] Group 3: Preferred Mining Companies - Barrick Gold Corporation is identified as the top pick among large-cap gold mining stocks [1] - Alamos Gold is viewed as having significant upside potential, possessing the highest quality asset portfolio among mid-cap miners [1] - Royal Gold is considered undervalued, with potential for valuation recovery in the future [1]
大行评级丨杰富瑞:支撑金价走势的主要宏观因素预料将延续至明年,首选巴里克矿业
Ge Long Hui· 2025-12-09 06:36
Core Viewpoint - The main macro factors supporting gold prices in 2025 are expected to continue into 2026, including global de-dollarization trends, U.S. fiscal pressures, overall macro uncertainty, central bank gold purchases, physical gold ETF demand, and Tether's procurement of gold [1] Group 1: Market Outlook - Despite limited room for real interest rate declines, gold remains the only true safe-haven asset in the market [1] - Gold prices are projected to maintain a range-bound consolidation in 2026, which is still positive for the industry [1] Group 2: Mining Stocks - The firm maintains an optimistic outlook for gold mining stocks in 2026, citing attractive valuations and expectations for increased profit margins and higher annual free cash flow from mining companies [1] - Currently, there is no significant cost inflation pressure observed in the industry [1] Group 3: Company Recommendations - Barrick Gold Corporation is identified as the top pick among large-cap gold mining stocks [1] - Alamos Gold is viewed as having significant upside potential, possessing the highest quality asset portfolio among mid-cap miners [1] - Royal Gold is considered undervalued, with expectations for a price correction in the future [1]
港股异动丨黄金股集体走低 国际清算银行警告黄金与股市走势趋同,可能是泡沫信号
Ge Long Hui· 2025-12-09 01:59
| 代码 | 名称 | 最新价 | 涨跌幅 ^ | | --- | --- | --- | --- | | 00815 | 中国白银集团 | 0.670 | -4.29% | | 01818 | 招金矿业 | 27.320 | -4.14% | | 02899 | 三十四年薪 | 32.620 | -3.89% | | 02099 | 中国黄金国际 | 163.500 | -2.79% | | 06693 | 赤峰黄金 | 29.220 | -2.40% | | 01787 | 山东黄金 | 32.980 | -2.14% | | 02259 | 紫金黄金国际 | 138.400 | -2.12% | | 00340 | 滝关黄金 | 2.630 | -1.13% | | 02489 | 集海资源 | 1.230 | -0.81% | | 03330 | 灵宝黄金 | 16.900 | -0.12% | 消息上,国际清算银行(BIS)在最新发布的报告中表示,今年以来黄金与股市价格同步飙升的现象,至 少半个世纪以来都未曾出现过,这可能是两类资产同时存在泡沫的风险。散户投资者推动了近期金价飙 升,使黄金脱离了传统 ...
Aura Minerals Inc. (AUGO) Analyst/Investor Day Transcript
Seeking Alpha· 2025-12-08 22:17
PresentationNatasha Utescher Thank you, everyone, for joining our Aura Day 2025. It's a pleasure to have you here. I know it's quite cold outside. So it's a double pleasure to have you out of your places to come to join us. I'm Natasha, as part of you might know, I'm the Head of IR of Aura. Before jumping into the presentation, let's pass through the schedule. So we are starting with our CEO, Rodrigo Barbosa. He's going to discuss the company's strategy, growth plans. And then Glauber, our COO, he is going ...
山东黄金矿业股份有限公司关于使用闲置募集资金暂时补充流动资金的公告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:600547 证券简称:山东黄金 公告编号:临2025-084 山东黄金矿业股份有限公司 关于使用闲置募集资金暂时补充流动资金的公告 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。 重要内容提示: ● 暂时补流募集资金金额:50,000.00万元 ● 补流期限:自2025年12月8日第七届董事会第七次会议审议通过之日起不超过12个月 一、募集资金基本情况 ■ 二、募集资金投资项目的基本情况 经中国证券监督管理委员会证监许可【2015】2540号文《关于核准山东黄金矿业股份有限公司向山东黄 金集团有限公司等发行股份购买资产并募集配套资金的批复》的核准,在发行股份购买资产的同时,向 山东省国有资产投资控股有限公司(以下简称"山东省国投")、前海开源基金管理有限公司(以下简 称"前海开源")、山金金控资本管理有限公司(以下简称"山金金控")、烟台市金茂矿业有限公司(以 下简称"金茂矿业")及山东黄金第一期员工持股计划共五名特定投资者以锁价方式非公开发行股份募集 配套资金。本 ...
山东黄金控股子公司山金国际子公司拟开展商品期货、期权及外汇套期保值业务
Ge Long Hui· 2025-12-08 14:21
格隆汇12月8日丨山东黄金(01787.HK)公告,2025年12月8日,山东黄金矿业股份有限公司(以下简称"公 司")第七届董事会第七次会议审议通过《关于公司控股子公司山金国际的子公司开展衍生品交易业务的 议案》。该事项尚需山金国际黄金股份有限公司(以下简称"山金国际")股东会审议批准,无需提交公司 股东会审议批准。 为规避因价格和汇率波动对山金国际及其子公司生产经营带来的影响和风险,确保经营业绩的持续、稳 定,山金国际子公司拟在遵守国家政策法规的前提下,开展商品期货、期权及外汇套期保值业务,进一 步提升山金国际及其子公司生产经营水平和抗风险能力。山金国际子公司开展商品期货、期权及外汇套 期保值业务与生产经营紧密相关。 山金国际子公司主要产品为黄金、白银、铅和锌等贵金属和有色金属,市场价格波动较大。山金国际子 公司按照生产经营计划使用自有资金或自筹资金,围绕主营业务进行套期保值,可降低金属价格以及汇 率波动对经营业绩的影响,增强核心竞争力,实现可持续发展。 ...
招金黄金:关于子公司签署《购电框架协议》的公告
Core Viewpoint - The company has signed a power purchase framework agreement with Shenzhen Energy Group to utilize local solar energy resources for cost reduction and emission reduction at its Vatukoula gold mine in Fiji [1] Group 1 - The agreement is related to the daily operations of the Vatukoula gold mine [1] - The cooperation does not require approval from the company's board of directors or shareholders [1]
招金黄金子公司瓦图科拉金矿与深圳能源签署购电框架协议
Zhi Tong Cai Jing· 2025-12-08 12:16
招金黄金(000506)(000506.SZ)公告,为充分利用斐济当地太阳能资源,公司控股子公司斐济瓦图科 拉金矿有限公司(简称"瓦图科拉金矿")与深圳能源(000027)签署《购电框架协议:斐济Vatukoula金矿 光储微网项目》。 ...
招金黄金:子公司瓦图科拉金矿与深圳能源签署购电框架协议
Mei Ri Jing Ji Xin Wen· 2025-12-08 11:57
每经AI快讯,12月8日,招金黄金(000506)(000506.SZ)公告称,公司控股子公司斐济瓦图科拉金矿有 限公司与深圳能源(000027)集团股份有限公司签署《购电框架协议》,旨在实现降本减排,充分利用 斐济当地太阳能资源。该框架协议为意向性协议,具体合作事项以双方签署的正式购电协议为准。 ...