智通财经获悉，中国黄金国际(02099)涨近4%，高见79.9港元创新高。截至发稿，涨3.79%，报79.35港 元，成交额1.85亿港元。 消息面上，中国黄金国际发布截至2025年6月30日止六个月业绩，销售收入5.8亿美元，同比增加 178.36%；矿山经营盈利2.77亿美元，同比增加1443.71%；股东应占溢利2亿美元，上年同期股东应占亏 损3167.4万美元，同比扭亏为盈；每股基本盈利50.53美仙。 公告称，黄金平均实现售价由2024年首六个月的每盎司2285美元上升35%至2025年同期的每盎司3094美 元。长山壕矿的黄金销量为52893盎司(黄金产量：45829盎司)，而2024年同期为39951盎司(黄金产量： 40257盎司)。 本文源自智通财经网 ...

今天分享的是：民生证券-紫金黄金国际招股说明书拆解：紫气东来，金藏锋芒 报告共计：63页 紫金黄金国际核心情况总结 紫金黄金国际是由紫金矿业整合其海外黄金矿山（除中国外）而成的全球领先黄金开采公司，控股股东为紫金矿业，实际控制 人为上杭县财政局，是全球黄金开采行业增速最快的企业之一。自2007年收购塔吉克斯坦吉劳/塔罗金矿起步，截至2024年底， 其黄金储量和产量分别位居全球第九和第十一，2022-2024年归母净利润复合年增长率达61.9%。 公司全球化布局显著，拥有7座控股金矿和1座参股金矿，分布于四大洲八大国家，包括塔吉克斯坦、吉尔吉斯斯坦、澳大利 亚、哥伦比亚等。截至2024年底，合并矿产金权益资源量1614吨，权益储量856吨，平均品位均为1.4g/t；2024年黄金合计产量 46.7吨，权益量40吨，且内生性增长潜力强劲，预计2025-2026年权益产量分别增长19.9%和31.2%。 成本方面，2022-2024年全维持成本从1046美元/盎司升至1458美元/盎司，但2024年增速放缓至0.6%，成本控制成效显著。横向 对比，公司虽矿产金体量在一线企业中靠后，但2022-2024年权益产量年化 ...

Core Viewpoint - China Gold International (02099.HK) reported significant financial improvements for the six months ending June 30, 2025, with substantial increases in revenue and profitability [1] Financial Performance - Sales revenue reached $580 million, representing a year-on-year increase of 178.36% [1] - Mining operating profit was $277 million, showing a remarkable year-on-year increase of 1443.71% [1] - Shareholders' profit amounted to $200 million, a turnaround from a loss of $31.67 million in the same period last year [1] - Basic earnings per share were 50.53 cents [1]

Core Viewpoint - China Gold International (02099) reported significant financial improvements for the six months ending June 30, 2025, with substantial increases in revenue, profit, and gold sales [1] Financial Performance - Sales revenue reached $580 million, a year-on-year increase of 178.36% [1] - Mining operating profit was $277 million, reflecting a year-on-year increase of 1443.71% [1] - Shareholders' profit amounted to $200 million, a turnaround from a loss of $31.67 million in the same period last year [1] - Basic earnings per share were 50.53 cents [1] Gold Pricing and Sales - The average selling price of gold rose by 35% from $2,285 per ounce in the first half of 2024 to $3,094 per ounce in the first half of 2025 [1] - Longshanhao mine's gold sales were 52,893 ounces (gold production: 45,829 ounces), compared to 39,951 ounces (gold production: 40,257 ounces) in the same period of 2024 [1]

Financial Data and Key Metrics Changes - Operating earnings increased from a loss of $3.1 million in Q2 of last year to an income of $23 million this quarter [8] - Net income improved from a loss of $18.5 million in Q2 of last year to a net income of $15.9 million this quarter [9] - Earnings per share rose from a loss of $1.9 to a profit of $1.24 per diluted share [16] Business Line Data and Key Metrics Changes - Cash costs for the quarter were $14.16, with year-to-date costs at $13.75 [4] - All-in sustaining costs were $15.48 for the quarter and $14.62 year-to-date [4] - The company processed 250,000 tons of ore at a grade of 0.23 ounces per ton in the current campaign, compared to 255,000 tons at 0.22 ounces per ton in Q2 of the previous year [21] Market Data and Key Metrics Changes - The average realized gold price was $3,274 per ounce, compared to a blended carry trade price of $2,441 [16] - The company’s hedge position is currently at just under 63,000 ounces, expected to decrease to about 43,000 ounces by year-end [30] Company Strategy and Development Direction - The company is focused on debt reduction and advancing projects like Johnson Track and Lucky Shot, with a goal to reduce debt from $23 million to around $15 million by year-end [30][31] - The strategy includes maintaining a low share count and ensuring operational efficiency to maximize margins [51][60] - The company aims to produce 30,000 to 40,000 ounces annually from Lucky Shot, with a diluted grade above 10 grams [80] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the operational smoothness and the potential for increased gold production as the market conditions remain favorable [51][63] - The company is optimistic about the gold price outlook and is focused on prudent growth without taking excessive risks [52][89] Other Important Information - The lawsuit regarding the beluga whale issue is still ongoing, with the company involved in the legal proceedings [68] - The company is considering monetizing its Onex shares but is currently restricted by escrow agreements [78] Q&A Session Summary Question: How long will campaign three last and potential timing of the check from the JV? - Campaign three is expected to last roughly three weeks, with distributions anticipated in late September [65][66] Question: Is there still a beluga whale lawsuit issue? - Yes, the lawsuit is ongoing in federal court, and the company has joined the lawsuit [68] Question: What allowed the ASIC for the second quarter to be lower than expected? - The lower ASIC was attributed to favorable weather conditions and operational efficiencies, with expectations to remain below the target of $16.25 [70][72] Question: Are there plans to monetize the Onex shares? - Yes, the company is considering the timing for monetization but is currently restricted by escrow agreements [77][78] Question: What are the upcoming catalysts for Contango? - The focus will be on drilling underground at Lucky Shot and advancing the Johnson Track project [79]

《山东黄金矿业股份有限公司 2025 年第三次临时股东大会会议决议》 相关ETF ● 黄金股ETF (产品代码：159562) ★ 跟踪：中证沪深港黄金产业股票指数 证券代码：600547 证券简称：山东黄金 公告编号：临 2025-046 山东黄金矿业股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ? 本次会议是否有否决议案：无 一、 会议召开和出席情况 （一）股东大会召开的时间：2025 年 8 月 14 日 （二）股东大会召开的地点：山东省济南市历城区经十路 2503 号公司会议室 （三）出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： 其中：A 股股东人数 1,016 境外上市外资股股东人数（H 股） 1 其中：A 股股东持有股份总数 2,322,793,113 境外上市外资股股东持有股份总数（H 股） 215,826,719 份总数的比例（%） 56.7488 其中：A 股股东持股占股份总数的比例（%） 51.9242 境外上市外资股股东持股占股份总数的比例（%） 4.82 ...

格隆汇8月14日丨灵宝黄金(03330.HK)公布，公司将于2025年8月26日召开董事会会议，以（其中包括） 审议及通过集团截至2025年6月30日止六个月的中期业绩及其发布，以及审议派发中期股息的建议（如 有）。 ...

Core Viewpoint - Tongguan Gold (00340) has seen a significant increase in stock price, rising over 5% following the announcement of its inclusion in the MSCI Global Small Cap Index, effective after market close on August 26, 2025 [1] Group 1: Company Performance - The company is expected to achieve a profit attributable to shareholders of approximately HKD 330 million to HKD 360 million for the six months ending June 30, 2025, representing an increase of about 259% to 291% compared to the profit of approximately HKD 92 million for the same period in 2024 [1] - The increase in profit is primarily attributed to a rise in gold production and sales, as well as an increase in the average selling price of gold compared to the same period in 2024 [1] Group 2: Strategic Developments - In April 2025, the company established a "equity + metal flow" binding model with Zijin Mining (601899), which is expected to enhance operational performance through collaboration [1] - The company anticipates a gradual increase in gold production in the coming years, coupled with favorable gold prices, leading to sustained performance growth in 2024 and entering a rapid growth phase [1]

Core Viewpoint - Tongguan Gold (00340) has been included in the MSCI Global Small Cap Index, effective after market close on August 26, 2025, which is expected to enhance its market visibility and investment appeal [1] Group 1: Stock Performance - Tongguan Gold's stock price increased by 5.67%, reaching HKD 2.05, with a trading volume of HKD 31.47 million [1] Group 2: Company Developments - The company has established a "equity + metal flow" binding model with Zijin Mining, which is anticipated to improve operational performance [1] - Tongguan Gold recently issued a profit warning, projecting a net profit attributable to shareholders of approximately HKD 330 million to HKD 360 million for the six months ending June 30, 2025, representing an increase of about 259% to 291% compared to HKD 92 million in the same period of 2024 [1] Group 3: Production and Pricing - The increase in profit is primarily attributed to a rise in gold production and sales, as well as an increase in the average selling price of gold compared to the same period in 2024 [1]

公司在四大洲八大国家拥有7座控股金矿和1座参股金矿。2024年底，合并矿产金权益资源量1614吨，平均品位1.4g/t，权益储量856吨，平均品位1.4g/t。 2024年合计黄金产量46.7吨，权益量40吨。据产量指引，仅内生增长下，2025-2026年权益产量将增至40.5吨和53.1吨，增长潜力强劲。成本方面，2022-2024 年全维持成本从1046美元/盎司升至1458美元/盎司，2024年涨幅仅0.6%，成本控制向好。 横向对比，公司成长性突出，2022-2024年权益产量年化增速9.6%，为样本企业中最快。虽旗下矿山品位非最优，但成本优势显著，体现出色运营能力，不 过与国内代表性企业相比，综合成本仍有改善空间。 公司核心竞争力在于"五环归一"：激励机制到位激发员工积极性；管理层为专业团队，经验丰富；并购能力强，逆周期收购并改造"亏本"矿山；勘探能力突 出，自主勘查降低资源获取成本；运营能力卓越，通过"矿石流五环归一"模式提升矿山效益。 紫金黄金国际是由紫金矿业整合其海外金矿资产而成的全球领先黄金开采公司，控股股东为紫金矿业，实际控制人为上杭县财政局。自2007年收购塔吉克斯 坦吉劳/塔罗金矿起步 ...