Core Viewpoint - The Hong Kong stock market has experienced a strong start to the fourth quarter, with significant gains in technology, semiconductor, and gold sectors, as major indices collectively rose, particularly the Hang Seng Index surpassing 27,000 points [1]. Group 1: Technology Sector - The technology stocks in Hong Kong surged, with Tencent and Meituan rising over 2%, JD.com and Alibaba over 3%, Xiaomi over 4%, and Kuaishou increasing by over 7% [5]. - Morgan Stanley raised Alibaba's target price for its Hong Kong shares to HKD 240 from HKD 165, indicating a positive outlook on its valuation shift from losing market share in Chinese e-commerce to being a leading internet asset in China [7][8]. - Alibaba's stock price has increased over 125% year-to-date, reaching HKD 184.7 [5]. Group 2: Semiconductor Sector - The semiconductor sector saw significant gains, with SMIC rising over 10% and other chip stocks like Hua Hong Semiconductor and BYD Electronics increasing by over 5% [10][11]. - Goldman Sachs expressed optimism regarding long-term orders for SMIC, attributing this to the growth in market share among its downstream clients and the increasing semiconductor content in electronic devices [19]. Group 3: Gold Sector - Gold stocks continued their upward trend, with companies like Tongguan Gold and Zijin Mining rising over 14% and Lingbao Gold over 8% [22]. - Spot gold prices reached a new high of USD 3,895.28 per ounce, driven by strong inflows into gold-backed ETFs and concerns over the U.S. government shutdown [23][25]. - Goldman Sachs remains bullish on gold, suggesting that prices could exceed previous estimates, especially if a portion of private holdings in U.S. Treasury bonds shifts to gold [25].

10月2日，港股迎来10月首个交易日。截至午间收盘，港股三大指数集体大涨，科技板块领涨，龙头股中芯国际涨9.30%。 港股黄金股延续涨势，潼关黄金大涨12.18%。 科技股表现强势 10月2日，港股三大股指高开后持续走高。截至午间收盘，恒生指数涨1.45%，报27245.68点；恒生中国企业指数涨1.63%，报9711.03点；恒生科技指数涨 2.66%，报6637.65点。 | 流版 | 成分 | 资讯 | 相关基金 | 月度收益 | | --- | --- | --- | --- | --- | | 名称 | | 现价 | 涨跌幅 ◆ | 江三 | | 中本国际 | | 86.950 | 9.30% | 0.35% | | 0981.HK | | | | | | 快手-W | | 90.150 | 6.56% | 0.17% | | 1024.HK | | | | | | 华虹非导体 | | 84.350 | 5.44% | 0.96% | | 1347.HK | | | | | | 比亚迪电子 | | 43.580 | 5.42% | -0.09% | | 0285.HK | | | | | | 蔚来- ...

09:43 韩国KOSPI指数涨幅扩大至3%。 09:50 港股新能源汽车板块表现活跃，蔚来涨超4%，宁德时代涨超3%，比亚迪股份、零跑汽车涨超 2%，吉利汽车涨1%，理想汽车、小鹏汽车小幅下跌。 09:51 恒生科技指数涨幅扩大至2%，恒指涨1.3%，快手涨6.6%，蔚来涨4.6%，中芯国际涨近4%。 09:37 恒生科技指数涨幅扩大至1%。 09:40 恒生指数涨幅扩大至1%。 09:42 台积电涨超3%，盘中股价再创历史新高。 10:02 港股黄金股延续涨势，紫金黄金国际涨超9%，潼关黄金涨6%。 10:11 韩国综合指数涨超3%，盘中续刷历史新高。 10:18 港股半导体板块大涨，中芯国际涨超7%，宏光半导体、上海复旦涨超4%，华虹半导体涨近4%， 晶门半导体涨3%。 10:21 富时中国A50指数期货涨幅扩大至1%。 ...

Core Viewpoint - DBS Group Research indicates that Zijin Mining International, a gold mining company, is expected to outperform its peers in terms of profitability and profit growth [1] Group 1: Company Performance - Zijin Mining International has integrated overseas gold assets from its parent company, Zijin Mining Group, which is expected to support strong growth potential [1] - The company is projected to achieve an EBITDA margin of 58.1% by 2025, surpassing the industry average of 48% [1] - The net profit compound annual growth rate (CAGR) for Zijin Mining International is expected to reach 51% by 2027, significantly higher than the peer average of 44% [1] Group 2: Investment Rating - DBS Group has initiated coverage on Zijin Mining International with a "Buy" rating and a target price of HKD 137.00 [1]

最新公告列表 《股份发行人及根据《上市规则》第十九B章上市的香港预托证券发行人的证券变动月报表》 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。 截至2025年9月30日收盘，山东黄金（600547）报收于39.33元，较前一交易日上涨0.85%，最新总市值为1813.09亿元。该股当日开盘39.51元，最 高39.75元，最低38.75元，成交额达22.46亿元，换手率为1.58%。 公司近日发布公告，披露截至2025年9月30日的证券变动月报表。公告显示，山东黄金H股类别普通股上月底结存858,986,178股，本月增加 136,500,000股，本月底结存995,486,178股，面值均为人民币1元。A股类别普通股无变动，上月底及本月底结存均为3,614,443,347股。本月底注册 股本总额为人民币4,609,929,525元。H股本月新增股份系因配售认购所致，于2025年9月9日发行，相关事项经董事会批准并符合上市规则。库存股 份数目为零。公司确认所有证券发行均已遵守适用法规及上市规则要求。 ...

在全球黄金价格持续攀升、市场避险情绪高涨的宏观背景下，港交所迎来了年内备受瞩目的首家中资背 景的国际黄金开采企业——紫金黄金国际（02259）的上市敲钟。 作为近期大热门新股，此次紫金黄金国际共计发行348,990,700股股份，募资总额高达约249.8亿港元， 使其成为年内港股第二大IPO项目，规模仅次于宁德时代（300750）。 除了资源禀赋外，紫金黄金国际更具亮点的是其较高的运营效率和"点石成金"的并购整合能力。 智通财经APP了解到，紫金黄金国际继承了紫金矿业在低品位、难选冶矿石处理方面的领先技术和逾30 年的丰富项目经验。由于进入全球金矿领域相对较晚，公司收购的多数矿山在初期都存在运营管理不善 或资源禀赋未充分探明等问题，多处于亏损状态。 招股期间，市场反应极为热烈，孖展认购在首日下午便已超购逾134倍，吸引了包括新加坡政府投资公 司（GIC）、贝莱德（BlackRock）、高瓴资本在内的29家全球顶级机构作为基石投资者，合计认购比 例高达49.9%，几乎占据了全球发售股份的一半。 上市首日，公司股价表现异常强劲，开盘即报111.5港元，较71.59港元的发行价大幅高开55.75%。截至 收盘，股价 ...

Group 1: NAB's Support Measures - National Australia Bank (NAB) has launched several initiatives to enhance support services for customers facing financial difficulties, including the establishment of a "NAB Care" team for customized assistance [1] - NAB has added 70 dedicated staff to handle financial hardship cases, improving response speed and processing capacity [1] - The bank has expanded its hardship assistance program to offer more flexible and diverse support options for different customer situations [1] - A "Sensitive Customer Case Forum" has been set up for management to review complex cases and develop targeted solutions [1] Group 2: ASIC's Regulatory Focus - ASIC has emphasized the importance of hardship support for customers facing financial difficulties, urging financial institutions to prioritize customer interests [2] - ASIC will closely monitor the corrective action plans submitted by major lenders and follow up on independent evaluation results to ensure timely and effective support for customers in need [2] Group 3: Zijin Mining International's IPO Performance - Zijin Mining International's IPO on the Hong Kong Stock Exchange saw a strong debut, with shares rising over 60% on the first day, reflecting high market enthusiasm for gold stocks amid rising gold prices [4][5] - The company raised approximately HKD 249.84 billion through the global offering, with a final share price of HKD 120.6, representing a 68.46% increase from the issue price [5] - The IPO was significantly oversubscribed, with retail portions receiving over 240 times subscription, indicating strong investor confidence in the company's long-term prospects [5] Group 4: Zijin Mining's Business Fundamentals - Zijin Mining International operates eight overseas mines in resource-rich regions, including Australia, with a total resource volume of 1,799.79 tons and a reserve of 696.83 tons [8] - The company plans to allocate approximately 33.4% of the raised funds for acquiring the Raygorodok gold mine in Kazakhstan and about 50.1% for upgrading existing mines [8] Group 5: Dividend Performance in Australia - Morningstar's analysis revealed that the top-performing dividend stocks in Australia over the past decade are primarily from mining, healthcare, technology, retail, and investment management sectors, with no banks in the top ten [30][34] - The analysis also highlighted that seven out of the top ten stocks based on total shareholder return over the past decade are mining or mining service companies [34]

来源：红星资本局 9月30日，紫金黄金国际正式在港交所鸣锣，发行价71.59港元/股，截至收盘涨68.46%，市值超过3100 亿港元。凭借募资近250亿，紫金黄金国际一举成为今年仅次于宁德时代的第二大港股IPO。 身后基石阵容豪华——紫金黄金国际引入29名基石投资者，合计认购约124亿港元，其中包括GIC、高 瓴、贝莱德、高毅资产、富达基金、景林、中国太保、泰康人寿、IDG Breyer Fund、橡树资本、云锋 投资、CPE River等，盛况惊人。 | | | 保障害 假的的 日报 | 估全球曼色装 | | 估全球曼色後 巴曼行股本總 | | | --- | --- | --- | --- | --- | --- | --- | | | | (假設 | 巴曼行股本總 | 佔發色腰份的 | 翻的百分比 | | | | | 乾氟污 | 翻的目分比 | 百分比(假設 | (假設超期配 | | | | 提分配的曼 | 他智能 | (假設並無行 | 超粒配膜撞撞 | 股權獲悉數行 | | | | 色股份数目 | PR | 使粗薄配波 | 悉數行使且發 | 使且發行新股 | 現有慶東或其 | | 投資者4 | C ...

9月30日，紫金黄金国际正式在港交所鸣锣，发行价71.59港元/股， 截至收盘涨68.46%，市值超过3100亿港元 。凭借募资近250亿，紫金黄金国际一举成为今年仅次于宁德时代的第二大港股IPO。 身后基石阵容豪华——紫金黄金国际引入29名基石投资者，合计认购约124亿港元，其中包括GIC、高瓴、贝莱德、高毅资产、富达基金、景林、中国太 保、泰康人寿、IDG Breyer Fund、 橡树资本 、云锋投资、CPE River等，盛况惊人。 | | | 保發展 | | | | | | --- | --- | --- | --- | --- | --- | --- | | | | 股份的 | | | 佔全球發售後 | | | | | 日分比 | 佔全球發售後 | | 已發行股本總 | | | | | (假設 | 已發行股本總 | 佔發色股份的 | 顔的百分比 | | | | | 並無行 | 顏的百分比 | 百分比（假設 | (假設超期配 | | | | 獲分配的發 | 使超額 | (假設並無行 | 超旗配股權獲 | 股權獲悉數行 | | | | 售股份數目 | AHR | 使超期配股 | 悉數行使且發 | 使且 ...

中新社北京9月30日电 (记者 庞无忌)紫金矿业旗下紫金黄金国际有限公司9月30日在香港联交所主板上 市。这是全球黄金开采行业规模最大的IPO(首次公开募股)，也是中国矿业企业规模最大的境外IPO。 作为紫金矿业境外黄金资产的专属平台，紫金黄金国际聚焦高潜力黄金矿山及价值被低估的低品位、难 选冶黄金矿山，在中亚、南美、非洲、大洋洲等全球核心成矿带布局了8座金矿。招股公告披露，紫金 黄金国际此次募资主要用于现有矿山的升级及建设、探矿增储以及支付收购哈萨克斯坦Raygorodok金矿 相关款项。 紫金黄金国际上市当日开盘股价高开，截至中午收盘较发行价上涨逾60%，市值突破3000亿港元。(完) 【编辑:胡寒笑】 紫金矿业董事长陈景河表示，紫金矿业把海外黄金板块分拆在香港上市，具有重大战略意义。香港作为 国际金融中心，拥有成熟的资本市场机制与全球化投资者基础。黄金兼具金融和商品属性，紫金黄金国 际具备持续高成长性，登陆港股后将加速打造具有全球竞争力的世界一流黄金企业。 据介绍，在未行使超额配股权的情况下，紫金黄金国际此次IPO共发行股份3.49亿股，每股发行价71.59 港元，募资约250亿港元，由此计算，紫金黄金 ...