紫金矿业 分时图 日K线 周K线 月K线 34.18 0.84 2.52% 5.16% 3.45% 1.71% 0.00% 1.71% 3.45% 5.16% 31.62 32.19 32.77 33.34 33.91 34.49 35.06 09:30 10:30 12:00/13:00 14:00 16:10 0 111万 222万 333万 紫金黄金国际(02259)盘中涨超6%，高见144.4港元，较招股价71.59港元已实现翻倍。截至发稿，涨 5.37%，报143.3港元，成交额7.83亿港元。 消息面上，10月2日，恒生指数公司发布公告，紫金黄金国际符合恒生综合指数的快速纳入规则要求， 将于202510月15日收市后被纳入恒生综合指数、恒生综合行业指数—原材料业、恒生综合大型股指数以 及恒生综合大中型股指数，并于2025年10月16日起生效。 公开资料显示，紫金黄金国际是从紫金矿业(02899)国际金矿业务分拆而来，是紫金在中国以外的黄金 开采企业，主要从事黄金勘查、开采、精炼及销售等，在中亚、南美洲、大洋洲及非洲持有8座黄金矿 山权益。据弗若斯特沙利文统计，截至2024年底，紫金黄金国际的黄金储 ...

PresentationOperator Good afternoon, everyone, and thank you for joining us for today's webinar to announce the merger between Predictive Discovery and Robex Resources. A strategic combination that positions the merged entity to become Africa's next mid-tier gold producer and the largest gold producer in Guinea. Today's session will be presented by a Predictive Discovery Managing Director, Andrew Pardey; and Robex Resources Managing Director, Matthew Wilcox, who will walk through the transaction highlights, ...

黄金，这种神秘且珍贵的金属，历来吸引着世界各地无数的目光。它不仅是财富的象征，更是人类历史上一直争夺的资源。在全球众多的金矿 中，有一座金矿因其巨大储量和高纯度而备受瞩目，这就是位于俄罗斯西伯利亚的库波尔金矿。 库波尔金矿的黄金储量令人惊叹，预计高达4500吨，相当于全球央行黄金储备总量的四分之一，其价值也高达数千亿美元。然而，尽管这座金 矿自上世纪50年代被发现，至今已经过去了70多年，却始终没有人真正投入开采。那么，为什么全球矿业巨头们对这座"超级金矿"始终保持距 离？它背后究竟隐藏着怎样的故事？ 库波尔金矿的发现要追溯到上世纪50年代。当时，苏联的一支地质勘探队在西伯利亚的永久冻土区域展开工作。在库波尔地区的山脉中，他们 发现了大量金矿化迹象，并进行了初步勘探。经过进一步的研究，这座金矿的规模和品位远远超出了当时已知的任何金矿，储量之大、纯度之 高，几乎无人能及。科学家估计，这里的黄金储量可能达到4500吨，这个数量在全球范围内都是前所未有的。 其次，经济风险也是一个不容忽视的因素。库波尔金矿的开发需要数百亿美元的巨额投资，而回报周期则极其漫长。若金价波动剧烈，企业可 能面临巨大的财务压力。近些年来，金 ...

早盘一度录得跌幅的中芯国际午后转涨，最高涨1.71%触及92.65港元，股价再创历史新高；市值超1700 亿港元的华虹半导体涨幅一度扩大至6%，上摸93.45港元，也创历史新高，该股年内累计涨超330%。 高盛上调中芯国际和华虹半导体港股目标价，称中国不断扩大的AI生态为半导体带来机遇，将两家公 司的目标价均上调至117港元，其认为随着本土AI解决方案的发展，从模型到半导体，预计中芯国际和 华虹半导体将成为中国领先的晶圆代工厂，并在长期受益。 现货黄金涨1.38%站上3940美元/盎司，继续创历史新高。受此涨势推动，贵金属逆市走强。中国白银集 团大涨超12%，珠峰黄金、紫金矿业大涨，紫金黄金国际涨超8%，盘中股价触及148.9港元，创下历史 新高。 作为2025年全球第二大IPO项目，紫金黄金国际在10月2日又收到了一个好消息。根据恒生综合指数快 速纳入规则要求，紫金黄金国际将于2025年10月15日(星期三)收市后被纳入恒生综合指数，于2025年10 月16日(星期四)起生效。据此，该公司有望于16日进入港股通。据了解，紫金黄金国际所触发的机制 为，"如新股在首个交易日收市市值排名在恒生综合指数现有成份股中 ...

Market Overview - The Hong Kong stock market opened with declines, particularly in the Hang Seng Index and Hang Seng Tech Index, with the latter dropping over 1% [1] - Notable declines were observed in major tech stocks such as Alibaba and Bilibili, both falling over 2%, and semiconductor company SMIC, which dropped nearly 2% [1] - The electric vehicle sector also faced downturns, with Li Auto and Xpeng Motors declining over 2% and 1% respectively [1] Semiconductor Sector - Goldman Sachs raised the target prices for SMIC and Hua Hong Semiconductor to HKD 117, citing opportunities in the expanding AI ecosystem in China [2] - The previous target prices were HKD 95 for SMIC and HKD 87 for Hua Hong Semiconductor, indicating a positive outlook for these companies as they are expected to become leading foundries in China [2] Precious Metals Sector - The precious metals sector in Hong Kong saw significant gains, with China Silver Group rising over 18% and Zhenfeng Gold increasing over 11% [3] - International gold prices reached new highs, surpassing USD 3920 per ounce, contributing to the bullish sentiment in the precious metals market [3] Japanese Market - The Nikkei 225 index in Japan surged over 4%, gaining nearly 2000 points, reflecting strong market performance [3] - The recent election of Fumio Kishida as the new president of the ruling Liberal Democratic Party is expected to influence fiscal and monetary policies, potentially increasing concerns over Japanese government bond supply [4]

紫金黄金国际(02259)盘中涨超6%，高见144.4港元，较招股价71.59港元已实现翻倍。截至发稿，涨 5.37%，报143.3港元，成交额7.83亿港元。 消息面上，10月2日，恒生指数公司发布公告，紫金黄金国际符合恒生综合指数的快速纳入规则要求， 将于2025年10月15日收市后被纳入恒生综合指数、恒生综合行业指数—原材料业、恒生综合大型股指数 以及恒生综合大中型股指数，并于2025年10月16日起生效。 来源：智通财经网 公开资料显示，紫金黄金国际是从紫金矿业(02899)国际金矿业务分拆而来，是紫金在中国以外的黄金 开采企业，主要从事黄金勘查、开采、精炼及销售等，在中亚、南美洲、大洋洲及非洲持有8座黄金矿 山权益。据弗若斯特沙利文统计，截至2024年底，紫金黄金国际的黄金储量位列全球第九、产量则排第 十一，2022至2024年产量和归母净利润的复合年增长率分别达21.4%及61.9%。 ...

Market Overview - The Hong Kong stock market opened slightly lower on October 6, with the Hang Seng Index at 27,003 points, down 137 points, a decline of 0.50% [1] - The Hang Seng Technology Index reported 6,548.80 points, down 74.05 points, a decrease of 1.12% [4] New IPO - Xuan Bamboo Biotechnology-B (02575.HK) is conducting an IPO from October 6 to October 10, planning to globally offer 67.335 million shares, with 10% allocated for Hong Kong and 90% for international sales, plus a 15% over-allotment option, at a price of HKD 11.6 per share [3] - The stock is expected to start trading on the Hong Kong Stock Exchange on October 15 [3] - Xuan Bamboo is an innovative Chinese biopharmaceutical company with over ten drug assets in active development, targeting digestive diseases, tumors, and non-alcoholic fatty liver disease (NASH) [3] Sector Performance - Technology stocks generally declined, with NetEase opening down over 2% but later recovering; Bilibili, Lenovo, Alibaba, JD.com, and Baidu all fell over 1%, while Tencent saw a rise of over 1% [3] - Gold stocks experienced gains, with China Silver Group up over 10% and Zifeng Gold up over 5% [3] - Semiconductor stocks were active, with Hongguang Semiconductor rising over 1% [3] - Automotive stocks weakened, with Xpeng Motors down over 4% [3] Market Sentiment and Forecast - According to Industrial Securities, the current Hong Kong market is driven by three favorable factors: rising policy expectations, bottoming earnings recovery, and a loose liquidity environment, which may enhance market risk appetite [5] - The Federal Reserve has entered a rate-cutting cycle, with expectations for further cuts in October, creating a more favorable external environment for Hong Kong stocks [5] - Guosen Securities noted that the Fed's dovish stance improves overseas liquidity, and the unusual rise in Hong Kong stocks amid earnings downgrades in August and September indicates a systematic change in risk premium, opening up further upside potential for the market [5] - The weighted risk premium assessment has led to an upward revision of the 2025 Hang Seng Index target to 29,000 points [5]

Core Viewpoint - CICC forecasts Tongguan Gold's (00340) EPS for 2025-2026 to be HKD 0.16 and HKD 0.23, with a CAGR of 121% from 2024-2026, indicating strong growth potential [1] Group 1: Company Performance - The company emphasizes the strategic importance of exploration and resource expansion, holding a total gold resource of 55.0 tons with an average grade of 8.26 g/t [2] - Tongguan Gold's production is expected to increase, with projected gold sales of 2.8 tons and 3.4 tons for 2025 and 2026, respectively [2] - The acquisition of Xi'an Hongshang, a mining engineering supplier, is anticipated to lower production costs through industry chain integration [2] Group 2: Strategic Investments - Zijin Mining's strategic investment includes acquiring 3.82% of the company through its wholly-owned subsidiary, reflecting confidence in the company's asset quality and strategic direction [3] - The partnership with Zijin is expected to enhance the company's cash flow and provide potential for future mergers and acquisitions [3] Group 3: Market Conditions - The decline in real interest rates and the trend of central bank gold purchases are expected to support rising gold prices [4] - The anticipated continuation of gold purchases by the People's Bank of China is likely to replicate previous successful operations [4] - Potential catalysts for growth include sustained increases in gold prices and successful transitions in mining operations at Tongguan [4]

这个国庆假期，国际金价继续上攻，COMEX黄金期货冲破3900美元大关，续创历史新高。 根据此前发布的招股书，IPO后，紫金矿业持有紫金黄金国际86.7%股权，主营该公司所有境外黄金矿山资产的开采、精炼及销售等业 务。 -1- 始于福建龙岩挖金矿 说起来，紫金黄金国际源自于紫金矿业，而紫金系背后是被誉为中国矿业"教父级"的人物——陈景河。 1957年，陈景河出生在福建省龙岩市——这里人才辈出，最著名的当属：字节跳动张一鸣、美团王兴。 少时家境贫寒，陈景河恢复高考后考入福州大学地质专业，毕业后被分配至福建省闽西地质大队，参与紫金山地质勘探工作。 在当时，紫金矿山基本上是一座被抛弃的"废山"。 陈景河日后在《我与紫金，此生不了情》中写道："紫金山千百万年地质痕迹使我痴迷，骑着五龙驾雾，伴着麒麟入眠……终于发现 了我日思夜想的黄金。" 后来，他辞掉福建省地质局最年轻高级工程师的"铁饭碗"，主动申请去紫金山金矿所在的上杭县矿产公司（紫金矿业前身），出任总 经理，开始主导紫金山金矿的开发。 彼时，这家公司只是靠买卖零星矿产品度日，濒临倒闭。陈景河推动紫金山金矿采用低成本、大规模的开采技术，突破传统工艺，使 低品位金矿实 ...

2025年10月1日，COMEX黄金首次突破3900美元/盎司，再创纪录新高。上游金矿企业赚得盆满钵满， 例如紫金矿业上半年实现营收1677亿元、净利润233亿元，同比分别增长11.5%和54.4%。湖南黄金营业 收入284.36亿元，净利润6.56亿元，同比分别增加87.89%和49.66%。西部黄金营业收入同比增长69.01% 至50.30亿元，净利润同比增长131.94%至1.54亿元。 与此同时，一批金矿公司排队赴港上市。今年3月10日，中国最大的民营黄金生产商赤峰黄金成功登陆 香港资本市场。9月30日，紫金黄金国际（紫金矿业国际金矿业务）成功上市，截至发稿时市值达到 3568.63亿港元。 | 携序 | | 企業 | 碳產金產量 | 全球市場份额 | 礦產金產量 複合年增長率 (2022年至 2024年) | | --- | --- | --- | --- | --- | --- | | | | | (千签可) | | (%) | | ーのさせいね | | 公司E . | 2.345.0 | 2.0% | 13.8% | | | | 公司K. . | 1,226.0 | 1.0% | 9.8% | ...