国际金价近期屡创新高。 Wind数据显示，10月7日，COMEX黄金期货突破4000美元/盎司，截至10月9日上午发稿，国际金价仍保持在4000美元/盎司以上。 | < w | 伦敦金现 | | | --- | --- | --- | | | SPTAUUSDOZ.IDC | | | 4027.270 | 昨结 开盘 | 404 | | -13.150 -0.33% | 总量(kg) 现手 | | | 最高价 4046.400 | 持 仓 O 外 营 | | | 最低价 4001.025 | 曾 仓 o | R | | 分时 五日 日Ｋ 月Ｋ | | 申笑 | | 叠加 | | | | 4079.815 | | 0.98% 卖1 4027. | | | | 买1 4027 | | | | 09:26 4027 | | 4040.420 | | 09:26 4027 0.00% 09:26 4027 | | | | 09:26 4027 | | 9 | | 09:26 4027 | | | | 09:26 4027 | | | | 09:26 4027 | | 4001.025 | -0.98% 09:26 4 ...

Core Viewpoint - The stock of China Gold International (02099.HK) opened over 3% higher on October 9, reaching a price of 146.7 HKD with a trading volume of 7.1883 million HKD [1] Group 1 - The stock price increased by 3.31% as of the time of reporting [1]

Core Viewpoint - Long Resources (01712) experienced a significant stock price increase of over 13%, reaching HKD 9.49, following the announcement of positive results from diamond core drilling activities at the Jokisivu gold mine in southern Finland [1] Group 1: Company Developments - Long Resources announced the results of diamond core drilling activities at the Jokisivu gold mine, which included 19 underground diamond core drilling activities in the Arpola flying squirrel area and 7 surface diamond core drilling activities aimed at assessing the southeastern extension of the Jokisivu main structure [1] - The drilling activities have identified several high-quality samples, providing valuable information regarding the nature and characteristics of gold mineralization in the southeastern part of the Jokisivu deposit [1] - As of June 30, 2025, underground development at Jokisivu has reached a depth of 645 meters, with approximately 3.5 million tons of ore extracted at a grade of 2.5 grams per ton of gold through both open-pit and underground operations [1] Group 2: Future Plans - The diamond core drilling operations at Jokisivu are ongoing, with a current plan to advance 15 drill holes targeting the Basin Zones area at depths of 175 to 190 meters, expected to be completed in the coming weeks with results anticipated in early December [2] - Following the completion of the Basin Zones drilling, the drilling rig will move to the Arpola area to conduct a drilling program targeting 19 drill holes at depths of 340 to 380 meters in the Arpola main mining area [2]

Market Overview - The Hong Kong stock market experienced a decline, with the Hang Seng Index dropping 0.48% to close at 26,829.46 points, while the total trading volume reached 173.8 billion HKD [1] - The market is expected to enter a "low season" due to the impact of the National Day and Mid-Autumn Festival holidays, compounded by uncertainties surrounding the U.S. government's short-term financing plan [1] Blue-Chip Stocks Performance - Geely Automobile (00175) saw a notable increase of 3.36%, closing at 19.67 HKD, contributing 6.07 points to the Hang Seng Index. The company announced a share buyback plan worth up to 2.3 billion HKD, indicating management's belief that the stock is undervalued [2] - Other blue-chip stocks included Hengan International (01044) up 3.46%, NetEase-S (09999) up 2.92%, while Semiconductor Manufacturing International Corporation (00981) and CNOOC (00883) saw declines of 1.7% and 1.39%, respectively [2] Sector Performance Gold Stocks - Gold stocks performed strongly, with several companies reaching new highs. Chifeng Jilong Gold Mining (06693) rose 13.26%, China Silver Group (00815) increased by 12.5%, and Shandong Gold (01787) was up 7.61% [3] - Spot gold prices surpassed 4,000 USD per ounce, marking a year-to-date increase of nearly 1,400 USD per ounce, or over 52% [3] Cryptocurrency Stocks - Cryptocurrency-related stocks faced declines, with Boyaa Interactive (00434) down 8.48% and Okcoin Chain (01499) down 7.69%. The drop in Bitcoin futures contributed to the negative sentiment in this sector [4] Cloud Computing Stocks - Cloud computing stocks were negatively impacted by disappointing profit margins reported by Oracle's cloud business, with Mingyuan Cloud (00909) down 4.92% and Alibaba-W (09988) down 1.61% [4][5] Notable Stock Movements - Changfeng Pharmaceutical (02652) debuted with a significant increase of 161.02%, closing at 38.5 HKD, following a successful IPO [7] - Xinjiang Xin Mining (03833) continued its upward trend, closing up 16.88% at 3.6 HKD, driven by plans to issue A-shares [7] Industry Developments - The U.S. government is actively working to rebuild its rare earth industry, with discussions to invest in Critical Metals, which could provide direct ownership of Greenland's largest rare earth project [8] - Jiangxi Copper (00358) reached a new high, closing up 6.02% at 35.2 HKD, amid expectations of a copper supply shortage due to the Grasberg mine's shutdown [9]

Summary of Omai Gold Mines Conference Call Company Overview - **Company**: Omai Gold Mines Corp - **Focus**: Exploration and development of the Omai Gold Project located in Guyana, South America [2][3] Key Points and Arguments - **Resource Estimate**: The company achieved a significant milestone with a mineral resource estimate of **6.5 million ounces** of gold, categorizing it as one of the large undeveloped projects globally [6][7] - **Historical Production**: The Omai mine previously produced **300,000 ounces** of gold annually from **1993 to 2005**, with historical profitability even when gold prices were as low as **$250 per ounce** [7][8] - **Ownership and Permits**: Omai Gold Mines holds **100% ownership** of the project, with a basic permit valid for **three to five years**, which has been renewed once [8] - **Infrastructure**: The project benefits from existing infrastructure, including road access and an airstrip, facilitating operations and logistics [12][16] - **Government Support**: The government of Guyana is supportive of the mine's reopening, as it previously employed **1,000 people**, and there is a strong push for economic development through mining [8][14] Financial Position - **Funding**: The company recently completed a financing round, raising approximately **$40 million USD** (or **$60 million CAD**), which positions it well for future development [9][27] - **Market Environment**: The current gold price environment is favorable, contributing to investor interest and oversubscription in funding [27][28] Geological Insights - **Deposit Characteristics**: The project consists of two deposits located **450 meters apart**, with both being orogenic gold deposits similar to those found in Ontario and Quebec [10][17] - **Drilling Results**: Recent drilling has shown improved grades at depth, with notable intersections of **4.5 grams per ton over 57 meters** and **3.1 grams per ton over 68 meters** [18][21] - **Mine Life**: The company anticipates a **20-year mine life** with production estimates of **250,000 to 300,000 ounces** per year [22] Future Plans - **Preliminary Economic Assessment (PEA)**: The company is working on a new PEA, aiming for completion in **Q1 2026**, which will incorporate the latest drilling results and expanded resource estimates [22][30] - **Exploration Strategy**: Ongoing drilling efforts are focused on expanding the Wenot gold deposit and exploring additional targets [31] Additional Insights - **Economic Impact**: The reopening of the mine is expected to have a significant positive impact on the local economy, especially in light of the recent offshore oil discoveries that have transformed Guyana's economic landscape [13][14] - **Community Engagement**: The company has established strong relationships with local communities and government, which is crucial for the project's success [12][14] This summary encapsulates the essential information from the conference call, highlighting the company's strategic position, geological findings, financial health, and future plans.

Core Viewpoint - Sichuan Gold (001337.SZ) has successfully acquired the exploration rights for the Kugezi-Juebei gold mine in Xinjiang, which is located in a significant gold mineralization belt, indicating strong potential for resource discovery [1][7]. Group 1: Acquisition Details - The exploration rights were won for a total of 51,004.30 million RMB [1]. - The exploration area covers 59.05 square kilometers [4]. - The starting price for the exploration rights was set at 3.543 million RMB [6]. Group 2: Strategic Importance - The acquisition aligns with the company's strategic development plan and is expected to enhance its resource base and core competitiveness [7]. - The funding for this acquisition will come from the company's own funds or bank loans, ensuring no adverse impact on its financial or operational status [7]. Group 3: Geological Context - The exploration area is situated in the Tianshan mineralization belt, characterized by favorable geological conditions for gold mineralization [1]. - The gold anomaly zone in the area extends for several kilometers, consistent with the controlling geological structures [1].

Core Viewpoint - Sichuan Gold (001337.SZ) has successfully acquired exploration rights for the Kugez-Juebei gold mine in Xinjiang for 510 million yuan, indicating a strategic move to enhance its resource portfolio in a geologically favorable area [1] Group 1: Company Actions - On August 13, the Xinjiang Natural Resources Department announced the auction of nine exploration rights, including the geothermal survey for the summer hotel in Bole City [1] - On September 30, the company won the exploration rights for the Kugez-Juebei gold mine, which is located in a significant gold mineralization belt in China [1] Group 2: Geological Context - The exploration area is characterized by favorable geological conditions, with gold anomalies extending several kilometers and aligned with controlling structures [1] - The mineralization is influenced by northwest-southeast trending folds and faults, suggesting a high potential for mineral discovery [1]

龙资源(01712)发布公告，已获得近期在芬兰南部Jokisivu金矿(Jokisivu)进行的金刚石取芯钻孔活动的结 果。其包括在Arpola飞鼠区170米至225米水平(Arpola-3)的19个地下金刚石取芯钻孔活动中最初18个钻 孔活动以及7个用于评估Jokisivu主体结构向东南延展程度的地面金刚石取芯钻孔活动(Jokisivu勘探)的结 果。 Jokisivu金矿位于芬兰首都赫尔辛基的西北方向180公里处，距公司于芬兰南部的Vammala工厂的西南面 约40公里处。其构成龙资源全资拥有的Vammala生产中心的一部分，该生产中心包括Vammala工厂(一座 年处理量30万吨并集碾碎、精磨和浮选于一体的传统设施)、运营中的Jokisivu金矿、于2021年4月停止 露天采矿的aapelinkulma金矿、于2019年6月停止采矿的Orivesi金矿以及Uunim ki黄金项目。 Jokisivu矿床为构造控制山型金矿体系，位处古元古代Vammala混合岩地带之内。其包含两组厚度及品 位各不相同、相距200米的主要平行矿脉，两个矿脉均位于英闪岩侵入体内西-西北走向的剪切带。剪切 带特征为层叠、挤压和膨 ...

经钻探显示Kujankallio区域的金矿化自地表垂直延伸超710米，而Arpola区域的金矿化自地表垂直延伸超 480米。Jokisivu矿床仍沿走向在向深开采。 Jokisivu的露天采矿于2009年开展，地下开采则始于2011年。截至2025年6月30日，Jokisivu的井下掘进 已延伸至645米深，已通过露天开采及井下作业开采出约3.5百万吨品位为2.5克╱吨黄金的矿石。 Jokisivu的地下金刚石取芯钻孔作业持续进行，目前正推进15个钻孔的钻探计划，目标为于175米至190 米水平的Basin Zones区域。该计划的钻探阶段预计将于未来数周内完成，相关结果可望于12月初公布。 Basin Zones区域钻探完成后，钻机将转移至Arpola区域，进行目标为340米至380米水平的Arpola主矿区 的19个钻孔的钻探计划。 智通财经APP讯，龙资源(01712)发布公告，已获得近期在芬兰南部Jokisivu金矿(Jokisivu)进行的金刚石 取芯钻孔活动的结果。其包括在Arpola飞鼠区170米至225米水平(Arpola-3)的19个地下金刚石取芯钻孔 活动中最初18个钻孔活动以及7个用于评 ...

Jokisivu的露天采矿于2009年开展，地下开采则始于2011年。截至2025年6月30日，Jokisivu的井下掘进 已延伸至645米深，已通过露天开采及井下作业开采出约3.5百万吨品位为2.5克╱吨黄金的矿石。 经钻探显示Kujankallio区域的金矿化自地表垂直延伸超710米，而Arpola区域的金矿化自地表垂直延伸超 480米。Jokisivu矿床仍沿走向在向深开采。 格隆汇10月8日丨龙资源(01712.HK)公告，公司欣然宣布，已获得近期在芬兰南部Jokisivu金矿 ("Jokisivu")进行的金刚石取芯钻孔活动的结果。其包括在Arpola飞鼠区170米至225米水平的19个地下金 刚石取芯钻孔活动中最初18个钻孔活动以及7个用于评估Jokisivu主体结构向东南延展程度的地面金刚石 取芯钻孔活动的结果。 Jokisivu金矿位于芬兰首都赫尔辛基的西北方向180公里处，距公司于芬兰南部的Vammala工厂的西南面 约40公里处。其构成龙资源全资拥有的Vammala生产中心的一部分，该生产中心包括Vammala工厂(一座 年处理量300,000吨并集碾碎、精磨和浮选于一体的传统设施)、运营 ...