格隆汇11月12日丨盛屯矿业(600711.SH)公布，公司拟通过香港全资子公司宏盛国际资源有限公司 （Wang Sing International ResourcesLimited，简称"宏盛国际"）新设全资下属公司 Chengtun Gold Holding Limited(盛屯黄金控股有限公司，以监管部门核定为准，简称"盛屯黄金控股")。宏盛国际对盛 屯黄金控股出资19,995万美元，并以盛屯黄金控股为投资主体以19,995万美元增资入股公司全资下属公 司 Chengtun Gold InternationalLimited (盛屯黄金国际有限公司，简称"盛屯黄金国际")（简称"本次增 资"）。 本次增资完成后，盛屯黄金控股将持有盛屯黄金国际99.975%股权，盛屯黄金国际原股东香港盛屯金属 有限公司（简称"香港盛屯金属"）持有0.025%股权。本次增资金额为19,995万美元(按照2025年11月12 日汇率折算，折合人民币约142,348.40万元)。宏盛国际、盛屯黄金控股、盛屯黄金国际、香港盛屯金属 均为公司全资下属公司。 ...

Core Viewpoint - U.S. gold stocks continued to rise, with significant gains observed in several companies following an increase in spot gold prices [1] Company Performance - AngloGold Ashanti (AU.US) saw a rise of over 5%, reporting a Q3 adjusted earnings per share of $1.32, exceeding expectations [1] - Harmony Gold (HMY.US) increased by over 4% [1] - Coeur Mining (CDE.US) and Barrick Gold (B.US) both experienced gains of over 1% [1] Market Trends - Following a previous day's increase of 2.87%, spot gold prices rose by 0.7% during the day, reaching above $4,100 [1]

Group 1 - The company, 大唐黄金 (08299), expects to achieve an unaudited consolidated net profit attributable to shareholders of approximately HKD 42.8 million for the six months ending September 30, 2025, representing a year-on-year increase of approximately 201.1% [1] - The increase in net profit is primarily attributed to the growth in revenue and gross profit during the first half of 2025 [1]

Core Viewpoint - Shandong Gold Mining Co., Ltd. announced that its wholly-owned subsidiary, Laizhou Company, needs to pay approximately 738 million yuan in corporate income tax and late fees due to tax compliance issues related to the transfer of exploration rights [1][3]. Group 1 - Laizhou Company conducted a self-inspection based on tax authority warnings regarding tax matters from January 1, 2021, to December 31, 2022, related to its subsidiaries [3]. - The self-inspection revealed that the transfer of exploration rights from its subsidiaries did not meet the requirements for special tax treatment and should be reported under general tax treatment [3]. - The total amount due includes approximately 508 million yuan in corporate income tax and about 230 million yuan in late fees, totaling around 738 million yuan [3]. Group 2 - The company stated that the corporate income tax payment will be recorded as deferred tax assets and will not affect the current net profit attributable to the parent company [3]. - The late fees are considered non-recurring items and are expected to impact the company's net profit attributable to the parent company by 230 million yuan in 2025 [3]. - The final accounting treatment and impact amounts will be determined based on the data audited by the annual auditing firm [3].

Core Viewpoint - Shandong Gold (600547) announced that its wholly-owned subsidiary, Laizhou Company, needs to pay back corporate income tax of 508 million yuan and late fees of 230 million yuan, totaling 738 million yuan due to tax treatment issues related to the transfer of mining rights from its former subsidiaries [1] Financial Performance - For the first three quarters of 2025, Shandong Gold achieved operating revenue of 83.78 billion yuan, a year-on-year increase of 25.0% [1] - The net profit attributable to shareholders reached 3.96 billion yuan, up 91.5% year-on-year [1] - The net profit excluding non-recurring gains and losses was 3.94 billion yuan, reflecting an 88.4% increase year-on-year [1] - The net operating cash flow amounted to 15.196 billion yuan, a growth of 49.1% year-on-year [1] - The earnings per share (EPS) on a fully diluted basis was 0.8582 yuan [1] Quarterly Performance - In the third quarter, the company reported operating revenue of 27.02 billion yuan, a year-on-year increase of 27.3% [1] - The net profit attributable to shareholders for the third quarter was 1.15 billion yuan, up 68.2% year-on-year [1] - The net profit excluding non-recurring gains and losses for the third quarter was 1.14 billion yuan, reflecting a 67.0% increase year-on-year [1] - The EPS for the third quarter was 0.249 yuan [1]

Core Viewpoint - The company, Shanjin International, is actively working on the resource evaluation and integration of the surrounding mining rights of the Wangshun Gold Mine, which has a reported gold resource of 28.5 tons as of June 30, 2025, significantly lower than previous estimates [2]. Group 1: Stock Performance - As of November 10, 2025, Shanjin International's stock closed at 21.5 yuan, reflecting a 2.23% increase with a turnover rate of 0.86% and a trading volume of 216,300 hands, resulting in a transaction value of 465 million yuan [1]. Group 2: Investor Communication - The company has received inquiries regarding the gold reserves of the Wangshun Gold Mine, which are currently reported at 28.5 tons, and the timeline for resource evaluation and resumption of production remains uncertain [2]. - The company is enhancing its understanding of mineralization patterns to improve resource reliability following the acquisition of the Wangshun Gold Mine [2]. Group 3: Capital Flow - On November 10, 2025, the net inflow of main funds into Shanjin International was 18.19 million yuan, indicating positive engagement from major investors [2]. - Retail investors showed a net outflow of 25.61 million yuan, while speculative funds had a net inflow of 7.41 million yuan [2].

Group 1 - The core point of the article is that Newmont Corporation (NEM), a gold producer, saw its stock price increase by 4.3% during the early trading session on Monday [1]

Group 1 - Gold stocks in the US market experienced significant gains, with Barrick Mining (B.US) rising over 6%, Pan American Silver (PAAS.US) increasing more than 5%, Newmont Corporation (NEM.US) up nearly 4%, and Coeur Mining (CDE.US) gaining over 3% [1] - Spot gold prices surged by 2.25%, approaching $4,100 [1]

（文章来源：每日经济新闻） 每经AI快讯，11月10日，金价触及两周高位后，在美上市的黄金矿业公司股价上涨，金罗斯黄金公司 股价上涨2.8%，哈莫尼黄金公司股价上涨5.6%，金田公司股价上涨5.4%。 ...

Core Viewpoint - Shandong Gold Mining Co., Ltd. announced the need for its wholly-owned subsidiary, Laizhou Company, to pay back taxes totaling RMB 738 million due to tax treatment issues related to the transfer of exploration rights [1] Group 1: Tax Payment Details - Laizhou Company is required to pay corporate income tax of RMB 508 million and late fees of RMB 230 million, totaling RMB 738 million [1] - The tax liabilities arise from the transfer of exploration rights from its former subsidiaries, Zhangjian Company and Ludi Company, which were not compliant with special tax treatment requirements [1] Group 2: Background Information - The exploration rights were transferred without compensation in 2021 and 2022 as part of the government's resource integration efforts [1] - Both Zhangjian Company and Ludi Company have been deregistered, leading to the tax liabilities being assumed by Laizhou Company [1]