| | 合计 | | 沪市港股通 | 深市港股通 | | --- | --- | --- | --- | --- | | 最新 | | 122.07 | 55.75 | 66.32 | | 本周合计 | | 590.20 | 318.23 | 271.97 | | 本月合计 | | 122.07 | 55.75 | 66.32 | | 本年合计 | | 8,790.49 | 5,908.58 | 2,881.90 | | 近3月 | webReport | 2,737.24 | 1,779.33 | 957.91 | | 近6月 | | 7,534.56 | 4,928.62 | 2,605.94 | | 开通以来 | | 45,768.40 | 26,100.67 | 19,667.74 | 全日市场聚焦半导体、黄金、军工等相关概念股或板块。 英诺赛科再暴涨 继上周五收涨近31%后，今日，英诺赛科再上涨。截至收盘，报75.15港元/股，涨幅达30.47%，成交额达47.33亿港元。 8月4日，港股三大指数集体上涨。截至收盘，恒生指数涨0.92%，报24733.45点；恒生科技指数涨1.55%；恒生中国企业指 ...

Turaco Gold (TCG) 2025 Conference August 04, 2025 04:20 AM ET Speaker0Next up, we have Turaco Gold, another company that I have the pleasure of covering. Justin Tremaine is the Managing Director at Turaco. He'sSpeaker1gotSpeaker0a background in project finance and has been running gold companies for around the last fifteen years or so. He was the founding and managing director of Renaissance Minerals before it was acquired by Emerald, with Morgan here beside me. And then he was also founder and managing dir ...

Group 1 - Gold has historically symbolized wealth and social status, with a significant portion of the world's gold resources located in South Africa [1][3] - The discovery of gold in South Africa dates back to the 18th century, initiated by a farmer's accidental find while digging a well, leading to the establishment of the Rand goldfield [3][5] - The Rand goldfield, known for its extensive and high-quality gold deposits, spans over 20,000 square kilometers and has been a major source of gold for over a century [5][8] Group 2 - South Africa's unique geological conditions, including abundant groundwater and specific tectonic activities, have contributed to the formation of rich gold deposits [8][10] - The country not only possesses vast gold resources but also significant diamond reserves, allowing it to engage in resource export strategies that have bolstered its industrial and infrastructural development [10][12] - Despite its wealth in natural resources, South Africa faces economic challenges due to over-reliance on gold mining and external capital, leading to a need for sustainable development strategies [12][15] Group 3 - Gold's applications extend beyond wealth, being utilized in aerospace, electronics, and optics, highlighting its multifunctionality and value in various industries [13][15] - The importance of gold in the global economy is underscored by its diverse uses, making it one of the most recognized and valuable precious metals [15]

Santana Minerals (SMI) 2025 Conference August 04, 2025 02:00 AM ET Speaker0Let's switch back to gold with Sam Smith, Executive Director and Chief Development Officer at Santana Minerals. Sam is a mining engineer with broad experience in open pit and underground mining disciplines. He has worked extensively for contracting and mining companies at projects throughout Australia and overseas, and has also held significant executive roles. Thanks Sam.Speaker1Thank you, thank you, great to be here. This was actua ...

Summary of Vault Minerals Conference Call Company Overview - **Company**: Vault Minerals (RKM0) - **Core Operations**: Focused on gold mining with a cornerstone long-life operation in Leonora, Western Australia - **Financial Position**: $686 million in cash and no debt, emphasizing free cash flow generation over aspirational production targets [1][2] Key Industry Insights - **Market Position**: Vault Minerals positions itself as a compelling value proposition in the gold sector, emphasizing management quality and sustainable value creation [3] - **Production Metrics**: In FY '25, the company sold over 395,000 ounces of gold at an all-in sustaining cost of $2,422 per ounce [3] Strategic Initiatives - **Expansion Plans**: Internal funding for King Of The Hills plant expansion and other projects, aiming for free cash flow growth by FY '27 without deleveraging [2][11] - **Exploration Focus**: High-impact exploration programs at Leonora Undergrounds and Sugar Zone, with plans to double resource definition meters in FY '26 [2][9] Operational Highlights - **King Of The Hills**: Investment of $172 million to increase throughput capacity by 40% to 7.5 million tonnes per annum, expected completion in 15 months [8][9] - **Diverse Portfolio**: Operations include Mount Mungah and Deflector, contributing to cash flow and providing operational flexibility [4] Exploration and Resource Development - **Exploration Results**: Significant high-grade mineralization results from recent drilling, including intersections of 0.5 meters at 404 grams per tonne [20][22] - **Sugar Zone Development**: Regulatory approval for a new tailings facility anticipated in 2026, with a focus on restarting operations and resource modeling [23][24] Financial Projections - **Hedge Book**: 92% of the hedge book will be extinguished by FY 2026, leading to strong free cash flow growth in FY 2027 and exposure to gold price increases [10][11] - **Price Expectations**: Anticipated 17% increase in realized gold prices for the first half of FY 2026 compared to FY 2025 [11] Conclusion - **Value Creation**: Vault Minerals is positioned as a well-managed, outcomes-based business with clear value catalysts on the horizon, focusing on shareholder value creation [27]

Group 1: Market Overview - The Hong Kong stock market opened lower but rebounded, with the Hang Seng Index closing at 24,627.25 points, up 119.44 points, or 0.49% [1] - The Hang Seng Tech Index also rose, closing at 5,447.62 points, up 50.22 points, or 0.93% [1] - Gold stocks in Hong Kong surged, with Shandong Gold and Chifeng Gold rising over 9% due to increased attractiveness of gold amid Fed rate cut expectations [1][16] Group 2: Company Performance - Xia Bo Xia Bo - Xia Bo Xia Bo, known as the "first rotating hot pot stock," announced a projected revenue of approximately RMB 1.9 billion for the first half of the year, a year-on-year decrease of about 18.9% [3] - The company expects a net loss between RMB 80 million to 100 million, with a year-on-year decline in losses of approximately 63.2% to 70.5% [3] - Since 2021, Xia Bo Xia Bo has faced continuous losses, accumulating a total loss of approximately RMB 1.326 billion from 2021 to 2024 [4] Group 3: Stock Performance - Xia Bo Xia Bo - Xia Bo Xia Bo's stock price fell nearly 4% in early trading, with a cumulative decline of over 92% since its peak in January 2023, leaving a market capitalization of only HKD 815 million [5] - The stock price was reported at HKD 0.75 per share, reflecting a drop of 3.85% [5][6] Group 4: Gold Market Dynamics - The recent surge in gold prices, with London gold spot prices rising over 2% to USD 3,362.64 per ounce, has been attributed to increasing expectations of a Fed rate cut [16] - This rise in gold prices has led to a significant increase in the stock prices of gold companies in Hong Kong, with several stocks rising over 8% [15][16] Group 5: InnoTek's Market Activity - InnoTek's stock price increased by over 40% in two trading days, driven by a partnership with NVIDIA to promote an 800 VDC power architecture for AI data centers [9][12] - The stock price reached HKD 62.65, with a market capitalization of HKD 56.03 billion [11]

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。 ...

Core Viewpoint - Tongguan Gold (00340) expects 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 approximately 259% to 291% compared to the profit of approximately HKD 92 million for the same period in 2024 [1] Group 1 - The increase in profit attributable to shareholders is primarily due to an increase in gold production and sales volume compared to the same period in 2024 [1] - The average selling price of gold has also risen, contributing to the overall profit increase [1]