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获激进投资者Elliott逾7亿美元大手笔建仓 Barrick Mining(B.US)盘前涨逾4%
Zhi Tong Cai Jing· 2025-11-18 13:41
Barrick Mining(B.US)周二盘前上涨4.5%,此前埃利奥特管理公司(Elliott Management)已对该公司建立大 量持仓。据了解,Elliott的持股规模将使其跻身Barrick Mining前十大投资者之列,这意味着该对冲基金 的持仓总额至少达7亿美元,不过具体持股规模尚不清楚。 据上周报道,Barrick Mining董事会近期已讨论过分拆业务,以及直接出售其非洲和巴基斯坦资产的计 划。 Elliott在华尔街被视为最具实力的激进投资者,其对矿业领域颇为熟悉。该机构持有英美资源集团大量 股份,该公司近期已同意与泰克资源(TECK.US)合并,此前Elliott还曾将目标对准金罗斯黄金 (KGC.US),最终促使后者加大了股票回购力度。 目前这家全球第二大黄金生产商正艰难应对未能充分受益于金价上涨的局面。尽管黄金价格已创下历史 新高,但Barrick Mining的股价表现一直落后于同行,并面临诸多挫折,包括失去了对马里一个关键矿 场的控制权。但Elliott对Barrick Mining可能分拆为两家公司的前景感到鼓舞,拟将其增长较高的北美业 务与遍布亚非风险较高地区的矿场分离。 ...
山东黄金(600547)披露解决同业竞争承诺进展,11月18日股价下跌1.99%
Sou Hu Cai Jing· 2025-11-18 10:05
Core Viewpoint - Shandong Gold (600547) is addressing industry competition by committing to prioritize the injection of qualifying gold business assets into the company by 2030, as part of its strategy to enhance operational efficiency and shareholder value [1]. Group 1: Stock Performance - As of November 18, 2025, Shandong Gold closed at 34.42 CNY, down 1.99% from the previous trading day, with a total market capitalization of 158.674 billion CNY [1]. - The stock opened at 34.94 CNY, reached a high of 35.03 CNY, and a low of 34.20 CNY, with a trading volume of 8.22 billion CNY and a turnover rate of 0.66% [1]. Group 2: Corporate Announcements - Shandong Gold announced the fifth extraordinary general meeting of shareholders for 2025, detailing commitments from Shandong Gold Group and Shandong Gold Nonferrous Mining Group to prioritize the injection of qualifying gold assets into the company [1]. - The assets from Qinghai Shanjin, Hainan Shanjin, and Shandong Gold Jinchuan Group will be injected by November 10, 2030, provided they meet specific operational and financial criteria [1]. - If the assets do not meet the criteria or the company opts not to acquire them, they may be sold to third parties with consent [1].
万国黄金集团(03939) - 自愿公告 - 金岭矿採选工程可研报告摘要
2025-11-18 09:09
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其 準確性或完整性亦不發表任何聲明,並明確表示概不就因本公告全部或任何部份內容而 產生或因倚賴該等內容而引致的任何損失承擔任何責任。 Wanguo Gold Group Limited 萬國黃金集團有限公司 (於開曼群島註冊成立之有限公司) (股份代號: 3939) 自願公告 金岭礦採選工程可研報告摘要 本公告乃由萬國黃金集團有限公司(「本公司」),及其附屬公司(統稱「本集團」) 自願作出。 茲提述本公司日期為2025年5月1日之公告(「該公告」),內容有關(其中包括)擴 建可行性研究。除另有界定外,本公告所用詞彙與該公告所界定者具有相同涵義。 董事會欣然向本公司股東(「股東」)及潛在投資者提供紫金(廈門)工程設計有限公司 編制的有關所羅門群島金岭金礦採選工程初步设计的摘要。 項目介紹 本集團擁有 98%的祥符金岭礦業有限公司的股份,其持有所羅門金岭金礦有限公司 90%的權益。目前金岭金礦由本集團運營管理。 位置與交通 所羅門群島,是南太平洋的一個島國,位於太平洋西南部,屬美拉尼西亞群島,西南距 澳大利亞 1,600km,西距巴布亞紐幾 ...
帮主郑重:黄金投资备选方案,
Sou Hu Cai Jing· 2025-11-18 05:28
Group 1 - The article presents three mid-to-long-term gold investment options suitable for different budget levels, emphasizing a stable allocation strategy rather than following market trends [1][3] Group 2 - The first option is a bank accumulation gold product with a minimum investment of 1200 yuan for China Construction Bank and 1500 yuan for China CITIC Bank, recommended for those with stable spare cash. It suggests a monthly fixed investment approach to average costs over time, focusing on large banks for stability and ease of liquidation, with a minimum holding period of 1-2 years [3] - The second option is a low-threshold gold ETF linked fund, allowing investments starting from as low as 10 yuan or 100 yuan. This option is ideal for beginners with limited funds, as it tracks gold prices without the need for physical storage. A monthly investment strategy is also recommended to mitigate short-term volatility [3] - The third option is a gold-themed index fund that invests in quality companies within the gold industry, such as mining and processing firms. This option provides exposure to both gold price appreciation and industry growth, with a low entry point of a few hundred yuan. It is advised to select funds with experienced managers and significant holdings in leading companies, with a recommended holding period of 3-5 years [3][4] Group 3 - All three investment strategies avoid short-term speculation and align with a mid-to-long-term investment logic, allowing investors to choose based on their budget and risk tolerance [4]
智能早报丨美股大型科技股多数下跌;大疆投资3D打印公司
Guan Cha Zhe Wang· 2025-11-18 02:25
Group 1: Market Performance - The S&P 500 index fell below 6700 points, ending a streak of 10 consecutive weeks of gains [1] - Major U.S. stock indices closed lower, with the Dow Jones down 1.18%, S&P 500 down 0.92%, and Nasdaq down 0.84% [1] - Most large tech stocks declined, with AMD and Intel dropping over 2%, while Nvidia, Apple, Oracle, and Meta fell over 1% [1] Group 2: 3D Printing Investment - DJI confirmed its investment in a 3D printing company, driven by optimism about the growth potential of consumer-grade 3D printing technology [2] - The global 3D printing market is projected to reach $24.61 billion in 2024, with a compound annual growth rate (CAGR) of 18.5% from 2024 to 2034 [2] Group 3: Strategic Partnerships - Digua Robotics announced a deep strategic partnership with Fourier to promote embodied intelligent interaction using the new RDK S600 platform [3] - Fourier's first humanoid robot, Care-bot GR-3, will be equipped with the RDK S600, marking a significant collaboration [3] Group 4: Automotive Developments - Momenta and BMW Group announced a joint development of a new generation of intelligent driving assistance solutions for the Chinese market, set to debut in the domestic BMW iX3 [4] - The production of the new BMW iX3 is planned for 2026, with collaborative development and testing taking place across four major cities in China [4] Group 5: AI and Data Initiatives - Google pledged $2.25 million to support the modernization of public data systems in Africa, enhancing accessibility and readiness for the AI era [5] Group 6: AI Improvements - OpenAI announced improvements to ChatGPT, addressing the excessive use of long dashes in writing, which has been a long-standing stylistic issue [6]
国信证券:维持中国黄金国际“优于大市”评级 2025Q3业绩表现亮眼 兼具高业绩弹性及高成长性
Zhi Tong Cai Jing· 2025-11-18 02:22
国信证券发布研报称,中国黄金(600916)国际(02099)2025年前三季度业绩强劲,营收与净利润大幅 增长并实现扭亏,主要受益于金铜价格上涨及成本优化。公司金、铜产销量稳步提升,全年产量有望超 指引。随着甲玛矿逐步复产和未来产能扩张,成长性可期,当前股价对应PE为13.9/10.5/9.4X,考虑到 公司拥有金、铜产品组合,资源储量丰富,未来成长性较强,维持"优于大市"评级。 公司前三季度实现黄金产量4.02吨,实现黄金销量4.21吨。其中长山壕前三季度黄金产量约2.12吨,黄 金销量约2.34吨;甲玛矿前三季度黄金产量约1.90吨,黄金销量约1.87吨。公司前三季度实现铜产量5.41 万吨,实现铜销量5.33万吨。公司2025年产量指引:长山壕黄金产量指引约2.4-2.6吨;甲玛矿黄金产量指 引约2.15-2.3吨,铜产量指引约6.3-6.7万吨。全年的维度来看,公司金、铜产量超过指引的可能性较 高。 成本数据方面 长山壕前三季度黄金单位生产成本1639美元/盎司;甲玛矿前三季度铜单位生产成本3.23美元/磅, Q1/Q2/Q3单位生产成本分别为3.41/3.19/3.13美元/磅,前三季度扣除副产品 ...
国信证券:维持中国黄金国际(02099)“优于大市”评级 2025Q3业绩表现亮眼 兼具高业绩弹性及高成长性
智通财经网· 2025-11-18 02:17
产销量数据方面 智通财经APP获悉,国信证券发布研报称,中国黄金国际(02099)2025年前三季度业绩强劲,营收与净利 润大幅增长并实现扭亏,主要受益于金铜价格上涨及成本优化。公司金、铜产销量稳步提升,全年产量 有望超指引。随着甲玛矿逐步复产和未来产能扩张,成长性可期,当前股价对应PE为13.9/10.5/9.4X, 考虑到公司拥有金、铜产品组合,资源储量丰富,未来成长性较强,维持"优于大市"评级。 国信证券主要观点如下: 整体业绩表现 中国黄金国际前三季度实现营收9.25亿美元,同比+99.83%;实现归母净利润3.41亿美元,同比扭亏;其 中,Q1/Q2/Q3分别实现归母净利润0.85/1.15/1.41亿美元,Q3环比+22.43%。公司Q3利润环比再次实现 明显提升,主要得益于金铜价格上涨以及甲玛矿销售折价系数提升。 公司前三季度实现黄金产量4.02吨,实现黄金销量4.21吨。其中长山壕前三季度黄金产量约2.12吨,黄 金销量约2.34吨;甲玛矿前三季度黄金产量约1.90吨,黄金销量约1.87吨。公司前三季度实现铜产量5.41 万吨,实现铜销量5.33万吨。公司2025年产量指引:长山壕黄金产量指引 ...
美股三大指数集体收跌,谷歌逆势涨超3%,中概指数跌1.21%
Xin Lang Cai Jing· 2025-11-17 22:20
纳斯达克中国金龙指数收跌1.21%,热门中概股中,阿特斯太阳能跌15%,小鹏跌10%,小马智行跌 6%,理想跌超4%,再鼎医药跌超3%,百胜中国、京东、文远知行至少涨超0.5%,阿里巴巴涨2.8%, 金山云涨9.1%,晶科能源涨13%。 来源:格隆汇APP 格隆汇11月18日|美股三大指数集体收跌,道琼斯指数跌1.18%,标普500指数跌0.92%,纳斯达克综合 指数跌0.84%。其中,标普500指数跌破6700点,结束了连续10个星期一上涨的势头。大型科技股多数 下跌,AMD、英特尔跌超2%,英伟达、苹果、甲骨文、Meta跌超1%,谷歌逆势涨超3%。黄金矿业股 普跌,赫克拉矿业跌超4%,金田、哈莫尼黄金跌超3%。加密货币概念股走弱,Coinbase跌超7%, Circle跌超6%。 ...
招金矿业(01818)2025年度第二期超短期融资券将于11月21日兑付本息
智通财经网· 2025-11-17 11:32
智通财经APP讯,招金矿业(01818)公布,招金矿业股份有限公司2025年度第二期超短期融资券将于2025 年11月21日兑付本息,本期债券发行金额为20亿元,利率为2.05%,应付本息金额合共约20.3亿元。 ...
招金矿业2025年度第二期超短期融资券将于11月21日兑付本息
Zhi Tong Cai Jing· 2025-11-17 11:31
招金矿业(01818)公布,招金矿业股份有限公司2025年度第二期超短期融资券将于2025年11月21日兑付 本息,本期债券发行金额为20亿元,利率为2.05%,应付本息金额合共约20.3亿元。 ...