紫金黄金国际将于2025年9月19日至9月24日招股，发行3.49亿股，每股定价71.59港元。预计9月29日在 联交所上市。 公司整合了紫金矿业在中国以外的黄金矿山资源，是一家全球领先的黄金开采公司，业务遍及中亚、南 美洲、大洋洲和非洲。截至最后可行日期，公司持有8座黄金矿山的权益，其中7座由公司控制和运营。 截至2024年12月31日，公司的黄金储量和黄金产量分别位居全球第九和第十一。 2022年至2024年，公司黄金产量的复合年增长率为21.4%，归母净利润的复合年增长率为61.9%。 公司已与基石投资者签订协议，计划认购总额约16亿美元的发售股份。此次发售所得款主要用于收购新 矿山、升级现有矿山、勘探活动及一般公司用途。 （文章来源：证券时报网） ...

Core Viewpoint - Zijin Mining International (02259.HK) plans to globally offer approximately 349 million shares, with a share price set at HKD 71.59, aiming to raise around HKD 24.47 billion [1][4] Group 1: Company Overview - Zijin Mining International is a leading global gold mining company formed by integrating all gold mines of Zijin Mining outside of China, focusing on exploration, mining, processing, smelting, refining, and sales of gold [1] - The company holds interests in eight gold mines located in resource-rich regions such as Central Asia, South America, Oceania, and Africa, controlling and operating seven of these mines [2] Group 2: Share Offering Details - The global offering includes approximately 34.9 million shares for Hong Kong and about 314 million shares for international distribution, with the offering period from September 19 to September 24, 2025 [1] - The cornerstone investors have agreed to subscribe for shares totaling approximately USD 1.6 billion (or about HKD 12.47 billion), representing around 49.9% of the global offering shares [2][3] Group 3: Use of Proceeds - The estimated net proceeds from the global offering will be approximately HKD 24.47 billion, with allocations planned as follows: about 33.4% for acquiring the Raygorodok gold mine in Kazakhstan, 50.1% for upgrading and construction projects at existing mines, 6.5% for exploration activities, and 10% for general corporate purposes [4]

假设超额配股权未获行使，在扣除公司就全球发售应付的包销佣金及其他估计发售开支后，公司估计全 球发售所得款项净额将约为244.7亿港元。所得款项净额约33.4%预期将用于支付收购哈萨克斯坦 Raygorodok金矿的代价。所得款项净额约50.1%预期将于未来五年内用于现有矿山的升级及建设项目， 以全面提升公司的产能。所得款项净额约6.5%预期将于未来五年内用于公司运营的所有矿山的勘探活 动，以充分实现公司的增长潜力。所得款项净额约10%预期将用作一般公司用途。 公司从2007年收购塔吉克斯坦吉劳╱塔罗金矿起步，通过全球收购及多个大型黄金矿山的营运强化及扩 产，扩大公司的业务。根据弗若斯特沙利文的资料，截至2024年12月31日及2024年公司的黄金储量及黄 金产量综合计算分别位居全球第九及第十一。根据弗若斯特沙利文的资料，2022年至2024年黄金产量的 复合年增长率达到21.4%，增长速度比其他大型公司快，归母净利润的复合年增长率为61.9%。 公司已与基石投资者订立基石投资协议，基石投资者已同意遵照若干条件，按发售价认购或促使其指定 实体认购可购入的若干数目的发售股份(向下约整至最接近每手100股的完整买卖 ...

智通财经APP讯，紫金黄金国际(02259)于2025年9月19日至9月24日招股，该公司拟全球发售3.49亿股， 其中香港发售占10%，国际发售占90%，另有15%超额配股权，每股发售价71.59港元。每手100股，预 期股份将于2025年9月29日(星期一)上午九时正在联交所开始买卖。 公司是紫金矿业的所有黄金矿山(除中国之外)整合而成的全球领先黄金开采公司之一。凭借紫金矿业在 低品位难采选资源勘查、开发及运营的管理竞争优势，公司已成为一家全球领先的黄金开采公司，主要 从事黄金的勘查、开采、选矿、冶炼、精炼及销售。公司通过全球併购整合优质黄金矿山资源，并运用 地质勘查、研究及开发、工程、建设和矿山运营能力，以及国际ESG系统，使公司能够实现持续增储增 产与高效运营。 公司已与基石投资者订立基石投资协议，基石投资者已同意遵照若干条件，按发售价认购或促使其指定 实体认购可购入的若干数目的发售股份(向下约整至最接近每手100股的完整买卖单位)，总金额约为16 亿美元。基于发售价每股71.59港元(即发售价)计算，基石投资者将认购的发售股份总数为1.74亿股，相 当于根据全球发售发售股份的49.9%及紧随全球发售 ...

《山东黄金矿业股份有限公司关于持股5%以上股东权益变动触及1%刻度的提示性公告》 近日，山东黄金矿业股份有限公司发布关于持股5%以上股东权益变动触及1%刻度的提示性公告。公告显示，公司于2025年9月17日收到控股股东 山东黄金集团有限公司通知，2025年7月31日至9月16日期间，黄金集团通过集中竞价交易方式增持公司股份3,403,090股，占总股本0.07%，增持 金额111,408,888.08元。其中，2025年9月16日增持830,000股，占总股本0.02%，触发权益变动1%刻度。本次增持后，黄金集团及其一致行动人合 计持股比例由43.99%增至44.01%，合计持有股份2,028,968,538股。增持主体为黄金集团，资金来源为自有资金和银行贷款。本次权益变动不触及 要约收购，未导致公司控股股东及实际控制人变化，无需披露权益变动报告书。增持计划仍在实施中。 最新公告列表 截至2025年9月17日收盘，山东黄金（600547）报收于37.43元，较前一交易日下跌0.87%，最新总市值为1725.5亿元。该股当日开盘37.6元，最高 37.92元，最低36.7元，成交额达15.29亿元，换手率为1. ...

Group 1: Hong Kong Stock Market Highlights - NIO-SW (09866) rose over 9% ahead of the NIO Day 2025 event on September 20, where the new ES8 will be launched [1] - Home appliance stocks collectively increased, with Haier Smart Home (06690) up over 4%, Hisense Home Appliances (00921) nearly 3%, and Midea Group (00300) up nearly 1%, as retail sentiment improved with the arrival of the third batch of national subsidies in August [1] - Baidu Group (09888) surged over 16% following a strategic cooperation framework agreement signed with China Merchants Group in Shenzhen on September 15 [1] - Guofu Hydrogen Energy (02582) fell over 4% after signing a cooperation agreement with South Korea's Hylium Industries, focusing on hydrogen energy systems [1] - Aneng Logistics (09956) rose nearly 1% after Morgan Stanley issued its first research report on the company, giving it an "overweight" rating [1] - Lingbang Group (02230) increased over 10% after announcing the establishment of a new subsidiary, Medialink Japan, set to launch on August 8, 2025 [1] Group 2: Sector Performance - Hesai Technology (02525) declined nearly 2% despite a "buy" rating from CMB International, which raised revenue forecasts for 2026-2027 by about 2% and net profit forecasts by 6%-7% [2] - Gold stocks collectively fell, with Chifeng Jilong Gold Mining (06693) down over 4%, Lingbao Gold (03330) down over 4%, Zhaojin Mining (01818) down over 3%, and Zijin Mining (02899) down over 2%, influenced by the Federal Reserve's interest rate outlook and the performance of the Chinese stock market [2] - Cement stocks experienced a downturn, with Dongwu Cement (00695) down over 12%, Western Cement (02233) down over 2%, Huaxin Cement (06655) down over 1%, and Anhui Conch Cement (00914) down over 1%, as August cement production fell 6.2% year-on-year to 148 million tons, indicating weak demand in the off-season [2] - Gilead Sciences-B (01672) rose over 1% after reporting results from its ASC30 oral small molecule GLP-1R agonist study at the 61st European Association for the Study of Diabetes annual meeting [2] Group 3: US Stock Market Highlights - Webtoon (WBTN.US) surged 39.04% after Disney announced plans to acquire a 2% stake and collaborate on a digital platform for Disney comic content [3] - Tesla (TSLA.US) rose 2.82% as Elon Musk announced plans for a technical evaluation of the AI5 chip design and a meeting regarding AI/autonomous driving systems [3] - Oracle (ORCL.US) increased 1.49% amid reports that it may play a key role in a potential TikTok deal that would allow the platform to continue operating in the US [3] - Yum China (YUMC.US) rose 2.23% as Morgan Stanley highlighted its resilient earnings and stable shareholder returns, maintaining an "overweight" rating [3] - Taiwan Semiconductor Manufacturing Company (TSM.US) increased 0.57% as Nvidia considers adopting TSMC's advanced process for future production [3] - Micron Technology (MU.US) rose 0.67% with reports of a potential 30% price increase for storage products, leading several major firms to raise their target prices ahead of earnings [3] Group 4: Additional US Stock Highlights - Trip.com (TCOM.US) rose 3.32% after completing the acquisition of Key Travel, with reports of increased travel intentions among residents during the upcoming Mid-Autumn Festival and National Day holidays [4] - Pinduoduo (PDD.US) increased 1.31% as Goldman Sachs reported a recovery in GMV for its Temu platform, with monthly active users growing by 20% [4] - Novo Nordisk (NVO.US) rose 2.84% after announcing that its oral semaglutide has been approved by European regulators for reducing cardiovascular risks [4] - NetEase (NTES.US) increased 1.45% as Goldman Sachs noted strong performance driven by popular games and expected sales growth in Q3 [5] - Apple (AAPL.US) rose 0.61% as Goldman Sachs indicated strong pre-order demand for the iPhone 17, supporting an 8% growth forecast for iPhone revenue in Q4 [5]

Core Viewpoint - Shanghai Construction's stock price surge is primarily driven by market speculation regarding a significant increase in gold resource reserves at its subsidiary, Zara Mining, despite the company clarifying that this information is not recent and was disclosed in 2020 [2][3]. Group 1: Stock Performance - On September 16, Shanghai Construction's stock price reached a limit-up of 3.21 yuan, marking a three-day consecutive rise and increasing its total market value to 28.524 billion yuan [2]. - The stock price has been influenced by a retail investor's long-term commitment to the company, who has been averaging down their position over ten years, creating a social media movement to support this investor [2][3]. - The stock experienced significant net inflows from institutional investors, with 333.6 million yuan net inflow on September 16, following 487 million yuan on September 12 and 135 million yuan on September 15 [3]. Group 2: Gold Resource and Financial Performance - The market speculated that Zara Mining's Koka gold mine has seen a resource increase of 338,900 ounces, valued at approximately 603 million USD (about 4.272 billion yuan) [2]. - Shanghai Construction's traditional construction business faced a 28.04% revenue decline in the first half of 2025, while gold sales generated 403 million yuan, reflecting an 8.44% year-on-year growth and contributing 1.46 million yuan to total gross profit [4]. - The international gold price has been on a strong upward trend, with a cumulative increase of 26.4% in 2024 and 26.5% in the first half of 2025, reaching a historical high of 3,724.9 USD per ounce [4].

Core Viewpoint - Shanghai Construction's recent stock price surge is primarily driven by market speculation regarding a significant increase in gold resources at its subsidiary, Zara Mining, despite the company clarifying that this information is not new and was disclosed in 2020 [3][6][10]. Group 1: Stock Performance - On September 16, Shanghai Construction's stock price reached a limit up at 3.21 yuan, marking a three-day consecutive rise, with a total market value of 28.524 billion yuan [3][4]. - The stock's recent performance has been influenced by substantial net inflows of main funds, totaling 33.36 million yuan on September 16, following a net inflow of 487 million yuan on September 12 [4][7]. Group 2: Gold Resource News - The market speculated that Zara Mining, in which Shanghai Construction holds a 60% stake, reported a significant increase in gold resources, with an additional 338,900 ounces valued at approximately 6.03 billion USD (about 4.272 billion yuan) [6][10]. - Shanghai Construction's management confirmed that the information circulating about the gold resource increase is based on previously disclosed data from 2020, not recent developments [6][10]. Group 3: Financial Performance - For the first half of 2025, Shanghai Construction reported a revenue of 105 billion yuan, a year-on-year decline of 28.04%, with a net profit of 71 million yuan, down 14.07% [9]. - The traditional construction business faced significant pressure, with a 30% drop in revenue from construction contracting and a 12.5% decline in industrial construction revenue, while gold sales generated 403 million yuan, reflecting an 8.44% increase [9][10]. - The gross profit margin for gold sales was notably high at 36.25%, significantly exceeding that of traditional construction operations [9][10].

2025.09.16 本文字数：532，阅读时长大约1分钟 作者 |一财阿驴 09:32房地产板块盘初拉升，香江控股涨停，荣盛发展、首开股份、海泰发展跟涨。 09:27黄金概念股高开，上海建工3连板，北方铜业、西部黄金涨超5%，晓程科技、鹏欣资源、中金黄 金纷纷上涨。 09:26 A股开盘丨三大指数集体高开 上证指数涨0.14%，深成指涨0.09%，创业板指涨0.2%。贵金属、黄金、煤炭板块涨幅居前，养鸡、猪 肉、种业、互联网保险板块表现低迷。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 4 | 3865.98c | 5.48 | 0.14% | | 399001 | 深证成指 | M | 13017.58c | 11.80 | 0.09% | | 399006 | 创业板指 | M | 3072.30c | 6.12 | 0.20% | | 板块名称 | | 张幅▲ | 张速 | | --- | --- | --- | --- | | 1 | 其他电源设备 | -0.64% ...

Core Viewpoint - Shanghai Construction's recent stock price surge is primarily driven by market speculation regarding increased gold resources in its subsidiary, Zara Mining, despite the company clarifying that this information is not new [1][2]. Group 1: Stock Performance - Shanghai Construction's stock price reached a high of 3.21 yuan, marking a three-day consecutive increase, with a total market capitalization of 28.524 billion yuan [1]. - The stock has seen significant inflows from institutional investors, with net inflows of 333.6 million yuan on September 16, indicating strong market interest [1][3]. - Historical stock performance shows that since its peak in 2015, the stock has fluctuated between 2 and 3 yuan, with a recent recovery to 2.92 yuan as of September 15 [3]. Group 2: Financial Performance - For the first half of 2025, Shanghai Construction reported revenue of 105 billion yuan, a year-on-year decline of 28.04%, and a net profit of 7.1 million yuan, down 14.07% [4]. - The traditional construction business has faced significant pressure, with a 30% drop in revenue from construction contracting and a 12.5% decline in industrial revenue [4]. - In contrast, the gold sales business generated 403 million yuan in revenue, an 8.44% increase year-on-year, contributing 146 million yuan to gross profit, with a gross margin of 36.25% [4]. Group 3: Gold Resource News - Market speculation about an increase in gold resources at the Koka mine, owned 60% by Zara Mining, suggests an addition of 338,900 ounces, valued at approximately 6.03 billion USD (about 4.272 billion yuan) [2]. - The company clarified that the information regarding the gold resource increase was previously disclosed in 2020 and is not recent [2][4]. - The rising international gold prices, which have increased by 26.4% in 2024 and 26.5% in the first half of 2025, have created positive sentiment around the company's gold business [4].