格隆汇8月13日丨潼关黄金(00340.HK)宣布，公司董事会将于2025年8月25日(星期一)于香港湾仔港湾道 1号会展广场办公大楼27楼2707A室举行董事会会议，以(其中包括)考虑及批准公司及其附属公司截至 2025年6月30日止六个月未经审核的中期业绩及公告，以及考虑派发中期股息(如有)。 ...

与相应期间相比，公司股东应占溢利增长乃主要由于报告期间达致更高黄金均价所致。 龙资源(01712)发布公告，预期集团于截至2025年6月30日止期间将会录得公司股东应占溢利，约1160万 澳元至1360万澳元，而截至2024年6月30日止期间的公司股东应占溢利为197万澳元，有关账目未经公司 核数师及╱或审核及风险管理委员会审核或审阅。 ...

与相应期间相比，公司股东应占溢利增长乃主要由于报告期间达致更高黄金均价所致。 智通财经APP讯，龙资源(01712)发布公告，预期集团于截至2025年6月30日止期间将会录得公司股东应 占溢利，约1160万澳元至1360万澳元，而截至2024年6月30日止期间的公司股东应占溢利为197万澳元， 有关账目未经公司核数师及╱或审核及风险管理委员会审核或审阅。 ...

格隆汇8月13日丨龙资源(01712.HK)发布公告，预期集团于截至2025年6月30日止期间("报告期间")将会 录得公司股东应占溢利，介乎约1160万澳元至1360万澳元，而截至2024年6月30日止期间("相应期间") 的公司股东应占溢利为197万澳元。与相应期间相比，公司股东应占溢利增长主要由于报告期间达致更 高黄金均价所致。 ...

Investment Rating - The report maintains a positive investment rating for the company, indicating strong growth potential in the gold mining sector [6]. Core Insights - The company is a leading global gold mining firm, formed by integrating all gold mines of Zijin Mining outside of China, and is one of the fastest-growing companies in the gold mining industry [1][9]. - As of the end of 2024, the company ranks ninth globally in gold reserves and eleventh in gold production, with a compound annual growth rate (CAGR) of 61.9% in net profit from 2022 to 2024 [1][9]. - The company operates seven controlling gold mines and one associate mine across eight countries on four continents, with a total gold resource of 1,614 tons and a reserve of 856 tons as of the end of 2024 [2][12]. Summary by Sections Company Overview - The company has a strong historical growth trajectory, starting from the acquisition of the Tajikistan Jilau/Talco gold mine in 2007, and has since expanded its operations significantly [1][9]. - The company’s financial performance shows a robust increase in both volume and price, with a CAGR of 21.4% in gold production from 2022 to 2024 [9]. Resource Project Introduction - The company’s gold mines are distributed globally, with significant operations in Tajikistan, Kyrgyzstan, Australia, Papua New Guinea, Colombia, Suriname, and Ghana [12][14]. - The average grade of the company’s gold resources is 1.4 g/t, with a total estimated gold metal content of 1,796.5 tons [16][17]. Financial Performance - The company’s total production in 2024 is projected to be 46.7 tons, with an annualized growth rate of 9.6% in gold production from 2022 to 2024 [18][19]. - The all-in sustaining cost (AISC) has increased from $1,046 per ounce in 2022 to $1,458 per ounce in 2024, but the growth in costs has been well-controlled in 2024, with only a 0.6% increase year-on-year [20][21]. Core Competitiveness - The company’s competitive edge lies in its effective incentive mechanisms, a professional management team, strong acquisition capabilities, and operational efficiency [4][9]. - The company is actively pursuing acquisitions to enhance its resource base, particularly during periods of low metal prices, and has a strong exploration capability to optimize resource acquisition costs [4][9]. Industry Outlook - The report suggests that the gold market is poised for growth, driven by anticipated interest rate cuts and increased gold purchases by central banks amid rising geopolitical risks and declining currency credit [4][9]. - The report highlights that global central banks have been significant buyers of gold, with purchases exceeding 1,000 tons for three consecutive years, indicating a bullish outlook for gold prices [4][9].

Financial Data and Key Metrics Changes - The company reported a record revenue of approximately $264 million for the quarter, driven by the sale of 79,000 ounces of gold at a realized price of $3,251 per ounce [14] - Net income for the quarter was $48 million, or $0.15 per share, with adjusted net earnings of $64 million, or $0.20 per share [14] - Cash flow from operating activities before changes in noncash working capital was $103 million, or $0.32 per share [15] - Consolidated cash costs were $10.65 per ounce sold, while all-in sustaining costs totaled $14.21 per ounce sold [14] Business Line Data and Key Metrics Changes - At Camino Rojo, nearly 2 million tonnes of ore were mined, with a total production of 25,145 ounces of gold for the quarter [10][11] - Musselwhite recorded its first full quarter of production, mining 303,000 tonnes of ore and producing nearly 53,000 ounces of gold at a mill head grade of 5.52 grams per tonne [12] Market Data and Key Metrics Changes - The company revised its guidance for gold production at Camino Rojo to 95,000 to 105,000 ounces, down from the initial guidance of 110,000 to 120,000 ounces due to a material movement event [7][8] - The consolidated guidance for 2025 is now expected to be in the range of 265,000 to 285,000 ounces of gold, with cash costs of $900 to $1,100 per ounce sold [9] Company Strategy and Development Direction - The company continues to advance exploration programs in Canada, the United States, and Mexico, with a focus on the Camino Rojo underground resource and Zone 22 discovery [4][5] - The company is preparing for the construction of the South Railroad project, with expectations for a Notice of Intent in the coming weeks and construction to start in 2026 [13] Management's Comments on Operating Environment and Future Outlook - Management expressed pride in the team's response to the material movement event, emphasizing the importance of safety and operational discipline [9] - The company remains optimistic about the permitting process in Mexico and anticipates a positive resolution late this year [22][36] Other Important Information - The company is set to publish its 2024 sustainability report, highlighting progress in environmental performance and community engagement [20][21] - The company is reviewing potential criminal activity and regional security risks affecting the Camino Rojo mine, but this has not impacted operations [25] Q&A Session Summary Question: Details on stockpile drawdown at Camino Rojo and modifications to the mine plan - Management confirmed that low-grade stockpile stacking will continue throughout the year, and the material movement on the North Wall will be addressed with an action plan already underway [29][30] Question: Clarification on the 9 million tonnes to be removed and permitting timeline - The 9 million tonnes can be placed onto the pad immediately under Mexican legislation, and the larger layback permit is progressing positively [32][36] Question: Cost and grade profile expectations at Musselwhite - Management expects improvements in operating costs over time and is confident in the grade profile, with fluctuations being normal in underground mining [39][41]

龙资源(01712)公布，已获得2025年在芬兰南部Jokisivu金矿(Jokisivu)进行的首批三项地下金刚石取芯钻 孔活动的含量。本报告所载的结果指在Arpola主矿区295米至375米水平(Arpola-1)的23个地下金刚石取 芯钻孔活动钻孔、在Arpola主矿区225米至355米水平的7个地下金刚石取芯钻孔活动钻孔以及Osmo悬壁 区的东南延续部分(Arpola-2)以及在Basin区165米至185米水平的10个地下金刚石取芯钻孔活动钻孔 (Basin区-1)的结果。 该等活动已发现数个优质样段，为公司提供关于Arpola及Basin区矿脉的范围和几何构造的额外资料， 为未来的采矿研究奠定基础。 于Jokisuvu现正开展的地下金刚石取芯钻探活动具有18个钻孔，自200米水平起，针对Arpola飞鼠区170 米至240米水平进行钻探。金刚石取芯钻探亦完成两项勘探计划，一项为针对Jokisivu主结构的近地表东 南延伸部分的7个钻孔勘探活动，另一项为针对Uunim ki黄金项目(Uunim ki)已知矿化带的21个钻孔活 动。两项活动的最终含量结果均有待获取，并将于第一时间于联交所公布。 ...

Group 1 - The core point of the article is the announcement of the successful bid for the transportation project of ore and tailings at the New Town Gold Mine by Shandong Gold Mining Co., Ltd. [1] - The winning supplier for the project is Yantai Jinchang Automobile Service Co., Ltd. with a bid amount of 5,719,900.0 [3] - The announcement was made on August 7, 2025, and the project is located in Shandong Province [3] Group 2 - Shandong Gold Mining Co., Ltd. has made investments in 27 enterprises and participated in 4,165 bidding projects [1] - The company holds 3 trademark registrations, 53 patents, and 6 copyright registrations [1] - Additionally, the company possesses 29 administrative licenses [1]

Group 1 - The stock price of Zhongjin Gold is reported at 14.62 yuan, down by 0.41 yuan from the previous trading day, with an opening price of 14.81 yuan, a high of 14.82 yuan, and a low of 14.60 yuan [1] - The company primarily engages in gold mining, smelting, and sales, with products including gold concentrate, alloy gold, and standard gold bars, possessing a complete gold industry chain covering exploration, mining, selection, and refining [1] - On August 11, a block trade occurred involving 665,300 shares at a transaction value of 9.7267 million yuan, with a transaction price of 14.62 yuan, where the buyer was Haitong Securities International and the seller was CITIC Securities Shanghai branch [1] Group 2 - The net outflow of main funds on that day was 127 million yuan, accounting for 0.18% of the circulating market value, with a cumulative net outflow of 127 million yuan over the past five days, also representing 0.18% of the circulating market value [1]

【导读】宁德时代（300750）枧下窝锂矿停产，锂矿概念股集体大涨；中慧生物-B港股上市首日大涨157.98% 8月11日，港股三大指数涨跌不一。其中，恒生指数收涨0.19%，恒生科技指数微跌0.01%，恒生中国企业指数微跌0.08%。全日大市成交额为2009亿港 元，南向资金净买入金额为3834.40万港元。 | 主板 | 涨 886 | 平 642 | 跌 759 | | 恒生指数期货 | 24892 | 58 0.23% | 恒生科指期货 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 代码 | 名称 | | 现价 | 涨跌 | 涨跌幅 | 成交额 | 年初至今 序号 | | 1 | HSI | 恒生指数 | | 24906.81c | 47.99 | 0.19% | 2009亿 | 24.16% 1 | | 2 | HSTECH | 恒生科技 | | 5460.02c | -0.28 | -0.01% | 524亿 | 22.20% 2 | | 3 | HSHKBIO | 恒生生物科技 | | 16236.68c | 1 ...