扎指出，3年前的8月23日，库姆托尔金矿回归国有，成为吉复兴时期的重大事件。库姆托尔金矿正 式启动黄金地采工作，对保护环境和冰川具有重大意义。扎强调，在维持露天开采的同时将优先发展地 下开采，库姆托尔金矿未来40-50年将继续为国家、人民创造福祉。 据吉尔吉斯斯坦经济学人网8月27日报道，8月27日，吉总统扎帕罗夫在伊塞克湖州考察期间，宣布 启动库姆托尔黄金公司的金矿地下开采项目。 （原标题：库姆托尔金矿启动地下开采项目） ...

Group 1 - Zijin Mining, China's largest gold mining company, is planning to list its overseas gold business, Zijin Gold International, in Hong Kong with a potential fundraising target exceeding $3 billion [1] - If successful, Zijin Gold International's IPO could become the second-largest global IPO of the year, following CATL's $5.3 billion listing in May [1] - The IPO is expected to attract strong investor interest due to gold prices hovering near historical highs, with discussions ongoing regarding the final fundraising amount and timing [1][2] Group 2 - The current strong performance of the gold market, driven by central bank purchases and expectations of interest rate cuts, has led to gold prices surpassing $3,500 [2] - Major financial institutions, including Goldman Sachs, predict continued increases in gold prices, with potential peaks near $5,000 if the Federal Reserve's credibility is compromised [2] - Other gold companies have also seen positive market performance, with shares of Laopu Gold reaching new highs and Chifeng Gold's stock increasing over 60% year-to-date [2] Group 3 - Zijin Mining produced 73 tons of gold last year, with 60% of that coming from overseas projects, and aims to increase production to 100-110 tons by 2028 [5] - As of December 31, 2024, Zijin Mining ranks ninth globally in gold reserves and eleventh in gold production [5] - Zijin Gold International holds interests in eight gold mines across resource-rich regions, including Tajikistan, Australia, Guyana, and Africa [5]

Core Viewpoint - Bank of America Securities has adjusted its forecast for Zijin Mining's (02899) net profit after tax for 2025 to 2027, increasing it by 1% to 4%, and raised the target price from HKD 26 to HKD 31, maintaining a "Buy" rating based on positive views on copper and gold prices and the company's robust production growth [1] Group 1: Price Forecasts - The long-term gold price forecast has been raised by 25% to USD 2,500 per ounce, while the long-term silver price forecast has been increased by 30% to USD 35 per ounce [1] Group 2: Market Drivers - Key drivers for the 39% year-to-date increase in gold prices include: 1) structural fiscal deficit in the U.S., 2) expectations of interest rate cuts, 3) concerns over the independence of the U.S. Federal Reserve, and 4) geopolitical tensions and uncertainties [1] Group 3: Company Performance - Zijin Mining's gold mining is expected to contribute 48% to its gross profit by 2025, compared to 41% from copper mining [1] - The company is projected to achieve gold production growth of 17% and 11% in the next two years, demonstrating strong execution capabilities in production growth [1] - Potential international IPO of Zijin's overseas gold assets may serve as a short-term catalyst [1]

Core Viewpoint - Bank of America Securities has adjusted Zijin Mining's (601899)(02899) net profit forecast for 2025-2027 by 1% to 4%, raising the target price from HKD 26 to HKD 31, maintaining a "Buy" rating and positioning it as an industry favorite [1] Group 1: Price Forecasts and Market Drivers - The firm has increased its long-term gold price forecast by 25% to USD 2,500 per ounce and the long-term silver price forecast by 30% to USD 35 per ounce, driven by factors such as the structural fiscal deficit in the U.S., interest rate cut expectations, concerns over the independence of the U.S. Federal Reserve, and geopolitical tensions [1][1][1] Group 2: Company Performance and Production Outlook - Zijin Mining's gold mining is expected to contribute 48% to its gross profit by 2025, compared to 41% from copper mining, indicating a strong focus on gold production [1] - The company is projected to achieve gold production growth of 17% and 11% in the next two years, showcasing strong execution capabilities in production growth [1][1] - Potential international IPO of Zijin's overseas gold assets may serve as a short-term catalyst for the company's performance [1]

Group 1 - The core viewpoint is that Zijin Mining's international gold mining subsidiary plans to conduct an IPO in Hong Kong, potentially raising over $3 billion, which could make it the second-largest global listing this year [1] - The fundraising scale and timing of the IPO may still change, as discussions are ongoing [1] - The IPO could occur as early as this month, driven by strong investor interest due to gold prices hovering near historical highs [1]

盘面上，CPO、铜缆高速连接概念高开，腾景科技、光库科技(300620)涨约8%，长飞光纤(601869)涨超 6%；金价近日屡创新高，部分黄金股涨势延续，西部黄金(601069)涨超3%；军工装备板块低开，长城 军工(601606)跌停，内蒙一机(600967)、北方长龙跌超5%；油气股普跌，通源石油(300164)跌近4%，中 国海油跌超1.5%，据报欧佩克+将考虑再次增产。(格隆汇) 格隆汇9月4日｜A股开盘，三大指数涨跌不一，沪指低开0.15%报3807.76点，深证成指高开0.44%，创 业板指高开1.18%。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com (责任编辑：宋政 HN002) ...

Group 1: Economic Indicators - The Federal Reserve officials are paving the way for interest rate cuts, with the Beige Book indicating that economic activity is largely flat [3][10] - The number of job openings in the U.S. unexpectedly fell to its lowest level in nearly a year, dropping to 7.18 million from a revised 7.36 million in June [10] - The U.S. Treasury yields fell across the board, with the 10-year Treasury yield closing at 4.221% and the 2-year yield at 3.625% [3] Group 2: Commodity Markets - Spot gold prices rose for seven consecutive days, reaching a record high of $3,580 per ounce before closing at $3,559.13, up 0.73% [3][7] - Spot silver prices surpassed $41 per ounce, marking a new high since 2011, closing at $41.22, up 0.81% [3][7] - International crude oil prices fell sharply, with WTI crude dropping 2.78% to $63.55 per barrel and Brent crude down 2.49% to $67.28 per barrel [3][7] Group 3: Stock Market Performance - U.S. stock indices showed mixed results, with the Dow Jones down 0.05%, S&P 500 down 0.5%, and Nasdaq up 1% [4] - The Hang Seng Index in Hong Kong fell 0.6% to 25,343.43 points, with significant declines in technology and military stocks [5] - A-share indices also displayed divergence, with the Shanghai Composite Index down 1.16% and the ChiNext Index up 0.95% [6] Group 4: Corporate Developments - The FTSE China A50 Index will include four new stocks: BeiGene, WuXi AppTec, NewEase Technology, and Zhongji Xuchuang [10][15] - American Bitcoin, a cryptocurrency mining company linked to the Trump family, saw its stock rise by 16% after listing on Nasdaq [10]

Group 1 - The core point of the article is that the main construction of the Hexi gold mine expansion project has been basically completed, and the company will apply for acceptance from the relevant authorities [2] Group 2 - An investor inquired about the completion of the gold mine expansion project, highlighting that it was expected to be finished by August, but it is now September [2] - The company, Baoding Technology (002552.SZ), responded on September 3, indicating the progress of the project [2]

赤峰黄金9月3日在互动平台表示，公司坚持"以金为主"的发展战略，稀土业务占比较小，目前处于开发 初期阶段。 ...

盘面上，大型科技股多数出现下跌行情，其中，小米跌2%，网易跌1.87%，美团、阿里巴巴、腾讯飘 绿，百度涨近3%，京东涨约1%；大金融股(银行、保险、券商)、基建类中字头等权重多数表现低迷拖 累大市下行，其中，国联民生跌5%，中国太保跌2.5%，工商银行跌1.2%；军工股、家电股、锂电池 股、餐饮股、汽车股、内房股、苹果概念股、半导体芯片股纷纷下跌。 另一方面，创新药成果即将亮相国际会议，生物医药股全线走强，药明合联涨超9%，恒瑞医药、四环 医药涨超8%，互联网医疗龙头平安好医生更是涨超10%；金价迭创新高，大摩上调金价年底目标至 3800美元/盎司，黄金股持续上涨，灵宝黄金、招金矿业、山东黄金盘中均创历史高位，带领铜等有色 金属股齐涨。(格隆汇) 港股三大指数呈现高开低走行情，市场情绪全天表现疲弱。截止收盘，恒生指数跌0.6%，国企指数跌 0.64%，恒生科技指数跌0.78%。 ...