本文源自：金融界 作者：行情君 8月4日，潼关黄金(00340)盘中上涨6.01%，截至09:30，报1.94元/股，成交173.74万元。 潼关黄金集团有限公司主要从事黄金及相关矿物的勘探、开采、选矿和销售业务，业务遍及中国多个省 份。公司自2017年以来通过一系列收购整合了多个矿业公司，进一步扩展其黄金开采业务的市场份额。 截至2024年年报，潼关黄金营业总收入14.86亿元、净利润1.96亿元。 ...

Group 1 - Non-farm payroll numbers fell short of expectations, leading to a significant decline in US stocks last Friday [1] - The Hong Kong stock market opened lower again, with the Hang Seng Index down 0.31%, the National Index down 0.35%, and the Hang Seng Tech Index down 0.66% [1] - Major technology stocks showed mixed performance, with Kuaishou and Alibaba dropping over 1%, while Tencent and NetEase saw slight gains [1] Group 2 - Pharmaceutical stocks in the US experienced a sharp decline following Trump's call to lower drug prices, impacting Hong Kong's biotech sector, where companies like WuXi AppTec and Innovent Biologics saw declines [1] - Automotive stocks continued to decline, with BYD shares dropping nearly 3% [1] - Defensive sentiment increased, leading to a collective rise in gold stocks, with Lingbao Gold and Zhaojin Mining both rising over 3% [1]

外交部全球领事保护与服务应急呼叫中心电话：电话：+86-10-12308或+86-10-65612308 驻马里使馆再次郑重提醒： 一、全体在马中国公民采取一切必要措施加强安全防护。避免去往郊区、独自出行或夜间出行。如条件允许，尽快撤离至巴马科等相对安 全地区。 如遇绑架、抢劫等危急情况，应保持冷静，避免过激行为，务必将确保人身安全放在首位，在保证自身安全前提下择机逃离，及时报警并 与中国驻马里使馆取得联系。 二、全体在马采金中国企业和人员坚决杜绝侥幸心理，立即停工停产，尽快撤至巴马科。 立即向使馆报备信息。拨打使馆领保电话：+223-78110040，使馆工作人员将指导登记相关信息，便于紧急情况下提供领事保护与协助。 对拒不停工撤离、拒不报备的行为，由此产生的一切严重后果自负。 三、提高信息甄别能力，不信谣、不传谣，避免引起不必要恐慌。如需核实信息请联系驻马里使馆。 马里报警电话：17、80333、80001115 据中国驻马里使馆，近期，马里首都巴马科以外针对外国企业和人员的绑架、袭击等恶性事件频发，造成严重后果，安全风险进一步升高。 驻马里使馆领保电话：+223-78110040 驻马里使馆 2025年 ...

Group 1 - The global liquidity turning point has been reached, and a new round of market trends in A-shares is potentially on the horizon [1][9] - International capital has already sensed this change, with $3 billion flowing into overseas China ETFs on July 29, 80% of which went to A50 index constituents [3] - Global funds have shifted their allocation to Chinese stocks from underweight to overweight, with an increase of 1.2 percentage points [3] Group 2 - The release of the July non-farm payroll data caused significant market reactions, with the June data being revised down from 147,000 to 14,000, a correction exceeding 90% [4] - The disappointing July non-farm report, showing only 73,000 new jobs, led to a surge in the probability of a Fed rate cut in September from 40% to 82% [4][6] - Major investment banks like Goldman Sachs and Citigroup have adjusted their forecasts, predicting multiple rate cuts by the Fed [6] Group 3 - The market reacted sharply, with the dollar index dropping 1.05%, marking the largest single-day decline in three months, while international gold prices surged 1.8% to over $2,280 per ounce [6] - Despite a drop in the Shanghai Composite Index, northbound capital saw a net inflow of 4.7 billion yuan on August 1, focusing on brokerage and gold stocks [6][7] - In July, northbound capital's net buying reached over 60 billion yuan, with a focus on brokerages, insurance, and leading consumer stocks [6] Group 4 - The impact of rate cuts on A-shares is not uniform; historical data suggests that while the SSE 50 Index may rise, the CSI 2000 Index could fall [7] - Brokerages reported strong performance in July, with Guotai Junan's mid-year report projecting a 210% increase, leading to significant institutional buying [7] - The gold market is also seeing increased activity, with the People's Bank of China increasing gold reserves for eight consecutive months, surpassing 2,280 tons [9] Group 5 - For ordinary investors, choosing appropriate investment tools is crucial in this complex market environment, with index funds being a preferred option [9] - The CSI 300 ETF saw net subscriptions exceeding 12 billion yuan in July, with institutional holdings at 85% [9] - The brokerage ETF benefits from policy support and strong performance, with leading brokerages averaging a price-to-earnings ratio of only 12 times [9]

驻马里使馆再次郑重提醒： 一、全体在马中国公民采取一切必要措施加强安全防护。避免去往郊区、独自出行或夜间出行。如条件 允许，尽快撤离至巴马科等相对安全地区。 如遇绑架、抢劫等危急情况，应保持冷静，避免过激行为，务必将确保人身安全放在首位，在保证自身 安全前提下择机逃离，及时报警并与中国驻马里使馆取得联系。 二、全体在马采金中国企业和人员坚决杜绝侥幸心理，立即停工停产，尽快撤至巴马科。 驻马里使馆再次提醒全体在马中国公民加强安全防护、采金企业和人员立即停工撤离并报备信息 近期，马里首都巴马科以外针对外国企业和人员的绑架、袭击等恶性事件频发，造成严重后果，安全风 险进一步升高。 三、提高信息甄别能力，不信谣、不传谣，避免引起不必要恐慌。如需核实信息请联系驻马里使馆。 来源：中国驻马里大使馆 （文章来源：中国基金报） 立即向使馆报备信息。拨打使馆领保电话：+223-78110040，使馆工作人员将指导登记相关信息，便于 紧急情况下提供领事保护与协助。 对拒不停工撤离、拒不报备的行为，由此产生的一切严重后果自负。 ...

安格鲁阿散蒂黄金有限公司：预计2025财年黄金产量在290万盎司至322.5万盎司之间。 ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 紫金矿业(601899.SH)公告称，公司旗下加纳Akyem金矿采矿租约获加纳议会追认，有效期分别至2037年1月18日、2030年1月18日。该金矿为在产 项目，自交割以来运行平稳，并购当年即可为公司贡献产量和利润。公司将通过多种方式提升项目资源储量、服务年限和黄金产量，为黄金板块 业务持续增长提供支撑。 ...

Group 1 - The core point of the news is that Zijin Mining has successfully acquired the Akyem gold mine in Ghana, with the Ghanaian Parliament approving mining leases for the eastern and western regions, valid until January 18, 2037, and January 18, 2030, respectively [1][2] - The total transaction price for the acquisition is $1 billion, with an initial payment of $900 million at closing and a remaining $100 million to be paid after parliamentary approval of the eastern mining lease [1] - The first payment was adjusted to $888 million after accounting for cash and operating funds, and the remaining $100 million was paid to Newmont Corporation on July 31, 2025, following the fulfillment of payment conditions [1] Group 2 - The Akyem gold mine has been operating smoothly since the acquisition, with equipment in good condition and production metrics meeting expectations, contributing to the company's output and profits in the acquisition year [2] - The project has favorable mineralization conditions and significant potential for resource expansion, and the company plans to enhance resource reserves, service life, and gold production through further exploration and technical improvements [2] - The rising gold prices provide a strong backdrop for the company's efforts to support the continuous growth of its gold segment business [2]

阿基姆金矿为在产项目，自交割以来运行平稳，设备状态良好，各项生产运营指标符合预期，并购当年 即可为公司贡献产量和利润，预期经济效益显著；项目成矿条件好，找矿增储潜力大，在金价已实现大 幅上涨的背景下，公司将积极通过深化资源勘查、经济技术重新评价及技术改造等方式，进一步提升项 目可利用的资源储量、服务年限和黄金产量，为公司黄金板块业务的持续增长提供有力支撑。 格隆汇8月1日丨紫金矿业(601899.SH)公布，公司旗下加纳Akyem金矿（以下简称"阿基姆金矿"）近日 获悉，加纳议会已审议并追认其于2024年9月获得加纳国土与自然资源部批准的东部、西部的采矿租 约，有效期分别至2037年1月18日、2030年1月18日。阿基姆金矿全部资源、储量及生产设施均在东部采 矿租约范围内。 据公司与原业主Newmont Corporation签署的《股份收购协议》，本次交易总价10亿美元，分两期支 付：首期9亿美元在交割时支付，剩余1亿美元在东部采矿租约获得加纳议会批准后支付。2025年4月16 日，本次交易完成交割，经对现金、运营资金等调整后，实际支付首期款8.88亿美元；鉴于余款支付条 件已成就，公司已于2025年7月 ...

山东黄金（600547）(01787)发布公告，公司于2025年7月31日收到黄金集团关于增持计划实施进展的通 知。2025年7月31日，黄金集团以自有资金和股票增持专项贷款，通过上海证券交易所以集中竞价方式 首次增持公司50万股A股股份，占公司总股本0.0112%，累计增持金额约1466.50万元(不含交易佣金等费 用)。本次增持计划尚未实施完毕，黄金集团及其一致行动人将按照本次增持计划继续增持公司股份。 ...