赤峰吉隆黄金矿业股份有限公司是一家主要从事黄金的采、选及销售的中国公司。该公司还从事锌、 铅、铜、钼采选、铜矿开采和冶炼、废弃电器电子产品处理业务。该公司的主要产品包括黄金、电解铜 等贵金属、有色金属。该公司的产品主要应用于央行（官方储备）、投资、首饰、工业、基础设施、建 筑行业和设备制造业等多个行业。该公司在国内和国外市场开展业务。 证券之星消息，12月12日南向资金减持40.4万股赤峰黄金（06693.HK）。近5个交易日中，获南向资金 减持的有5天，累计净减持141.24万股。近20个交易日中，获南向资金减持的有13天，累计净减持266.33 万股。截至目前，南向资金持有赤峰黄金（06693.HK）1.11亿股，占公司已发行普通股的46.8%。 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。 ...

截至发稿，山东黄金市值为1648亿元。 2024年1至12月份，山东黄金的营业收入构成为：外购非标准金冶炼占比44.55%，其他行业占比 10.03%，其他业务占比0.33%。 每经头条（nbdtoutiao）——处方药变"瘾品"：国内首次报告普瑞巴林滥用致成瘾病例，网络平台暴 露"无病历可购药"漏洞，列管与否尚需科学考量 每经AI快讯，山东黄金（SH 600547，收盘价：35.74元）12月8日晚间发布公告称，公司第七届第七次 董事会会议于2025年12月8日以通讯方式召开。会议审议了《关于为香港全资子公司融资提供担保的议 案》等文件。 （记者 王晓波） ...

【解剖大盘】 黄金也不错，智通12月金股中国黄金国际(02099)再涨1.47%；紫金黄金国际(02259)也很强，原因是公司 成本低，平均黄金资源采购成本为每盎司61.3美元，而2019至24年的行业平均水平为每盎司92.9美元， 公司在南美洲、澳洲、非洲和中亚均拥有黄金项目，其去年黄金储量和产量在全球采矿业排名第9位和 第11位。今天涨超3%。 国际铜价在上周五和本周一连续突破新高。原因是是9月美国自由港麦克莫兰公司在印尼的Grasberg矿 区发生山体滑坡，导致多人遇难，该矿区随后暂停运营。Grasberg是全球最大的铜金矿之一，年产铜17 亿磅，黄金140万盎司。Grasberg矿区预计在2026年上半年才能逐步恢复生产，这对国际铜市场来说意 味着短期内存在巨大的产能缺口。需求端，数据中心的建设热潮正在大规模地寻求铜材料，新能源产业 以及电网升级进一步增加了对铜的需求，多家分析机构将2026年精炼铜的缺口展望上调至30万至40万吨 量级。相关个股五矿资源(01208)、洛阳钼业(03993)均涨幅超涨3%。铝业也很坚挺，详见板块聚焦。 这行情太难了，猫一天狗一天的，完全没有预期。这就属于垃圾交易时间。 ...

Core Viewpoint - Sichuan Gold shares increased by 5.43% to 28.55 CNY per share, with a trading volume of 323 million CNY and a turnover rate of 4.07%, resulting in a total market capitalization of 11.991 billion CNY [1] Company Overview - Sichuan Gold Co., Ltd. is located at 145 Tiantai Road, High-tech Zone, Chengdu, Sichuan Province, established on August 16, 2006, and listed on March 3, 2023 [1] - The company primarily engages in gold mining, selection, and sales, with its main products being gold concentrate and refined gold, generating 100% of its main business revenue from gold concentrate [1] Shareholder Information - Among the top ten circulating shareholders of Sichuan Gold, a fund under Yongying Fund ranks first, while the Gold Stock ETF (517520) entered the top ten circulating shareholders in the third quarter, holding 2.7635 million shares, accounting for 0.96% of circulating shares [2] - The Gold Stock ETF (517520) was established on October 24, 2023, with a latest scale of 11.669 billion CNY, achieving a year-to-date return of 78.35%, ranking 37 out of 4206 in its category, and a one-year return of 69.41%, ranking 88 out of 4006 [2] - The fund manager of Gold Stock ETF (517520) is Liu Tingyu, who has a total fund asset scale of 21.354 billion CNY, with the best fund return during his tenure being 90.56% and the worst being 1.57% [2]

Group 1 - Southbound funds reduced their holdings in Chifeng Jilong Gold Mining Co., Ltd. by 479,200 shares on November 19, 2025, marking a decrease of 0.42% [1][2] - Over the past five trading days, there were three days of reductions in holdings, with a total net reduction of 103,400 shares [1] - In the last 20 trading days, southbound funds increased their holdings on 11 days, resulting in a cumulative net increase of 1,535,000 shares [1] Group 2 - As of now, southbound funds hold 113 million shares of Chifeng Jilong Gold, which accounts for 47.89% of the company's total issued ordinary shares [1] - Chifeng Jilong Gold primarily engages in the mining, selection, and sales of gold, and also involves in the mining and smelting of zinc, lead, copper, and molybdenum [2] - The company's main products include precious metals like gold and electrolytic copper, which are utilized across various sectors including central banks, investment, jewelry, industrial applications, infrastructure, construction, and equipment manufacturing [2]

Group 1 - The core point of the news is that Chifeng Gold has seen a stock price increase of 5.29%, reaching 30.85 CNY per share, with a trading volume of 734 million CNY and a turnover rate of 1.47%, resulting in a total market capitalization of 58.628 billion CNY [1] - Chifeng Gold's main business involves gold and non-ferrous metal mining and resource recycling, with revenue composition being 90.03% from gold, 3.76% from electrolytic copper, and smaller percentages from other products such as zinc, rare earths, and molybdenum [1] - The company was established on June 22, 1998, and was listed on April 14, 2004, with its headquarters located in Chifeng City, Inner Mongolia [1] Group 2 - According to data, the fund "Shenwan Lixin Industry Rotation Stock A" holds a significant position in Chifeng Gold, with 119,300 shares, accounting for 4.61% of the fund's net value, making it the seventh-largest holding [2] - The fund has achieved a return of 56.32% year-to-date, ranking 271 out of 4,208 in its category, and a one-year return of 55.56%, ranking 304 out of 3,956 [2] - The fund manager, Miao Qi, has been in charge for 3 years and 31 days, with the fund's total asset size at 247 million CNY and a best return of 38.88% during the tenure [3]

Core Viewpoint - Shandong Gold Mining Co., Ltd. announced that its wholly-owned subsidiary, Shandong Gold Mining (Laizhou) Co., Ltd., needs to pay approximately 738 million yuan in corporate income tax and late fees due to tax issues related to the transfer of exploration rights [1][3][4]. Group 1 - The Laizhou company conducted a self-examination based on tax risk warnings from tax authorities regarding its subsidiaries, which transferred exploration rights without compensation between 2021 and 2022 [3]. - The tax authorities determined that the transfers did not meet the requirements for special tax treatment and should be reported and taxed under general tax treatment [3][4]. - The total amount due includes approximately 508 million yuan in corporate income tax and about 230 million yuan in late fees, totaling around 738 million yuan [4]. Group 2 - The company stated that the corporate income tax payment will be recorded as deferred tax assets and will not affect the current net profit attributable to the parent company [4]. - The late fees are considered a non-recurring item and are expected to impact the net profit attributable to the parent company by 230 million yuan in 2025 [4].

Core Viewpoint - Shandong Gold announced that due to the requirements of the Shandong Province and Yantai City government regarding mineral resource integration, the company needs to pay corporate income tax and late fees related to the transfer of exploration rights from its subsidiaries, which have since been dissolved [1] Group 1 - The company’s wholly-owned subsidiaries, Zhangjian and Ludi, transferred exploration rights to Laizhou Company in 2021 and 2022 without charge [1] - The transfer of exploration rights does not meet the requirements for special tax treatment and should be reported under general tax treatment [1] - Laizhou Company is required to pay a total of 738,340,359.85 yuan, which includes 508,405,441.41 yuan in corporate income tax and 229,934,918.44 yuan in late fees [1] Group 2 - The late fee payment is considered a non-recurring item and is expected to impact the company's net profit attributable to the parent company by 229,934,918.44 yuan in 2025 [1] - The final accounting treatment and impact amount will be determined based on the data audited by the annual audit accountant [1]

Group 1 - The core viewpoint of the article highlights the increase in gold production in China, with domestic raw gold production reaching 271.782 tons in the first three quarters of 2025, an increase of 3.714 tons compared to the same period in 2024, representing a year-on-year growth of 1.39% [1] - Additionally, imported raw gold production amounted to 121.149 tons, showing a year-on-year increase of 8.94% [1] - The total gold production from both domestic and imported raw materials reached 392.931 tons, reflecting a year-on-year growth of 3.60% [1]

Core Insights - The Anhui Provincial Department of Industry and Information Technology has released a draft for public consultation on the "Implementation Plan for High-Quality Development of the Gold Industry in Anhui Province (2025-2027)" aiming for significant growth in gold resources and production by 2027 [1] Group 1: Resource Development Goals - The plan aims for a growth of over 5% in gold resource volume by 2027, with new exploration resources exceeding production consumption [1] - Gold mining production capacity is expected to expand by over 10%, with large and medium-sized mines accounting for 70% of the total [1] - Gold production is targeted to increase by over 5%, with the establishment of one new 25-ton group and one 10-ton enterprise, aiming for over five ton-gold enterprise groups [1] Group 2: Technological Advancements - The plan emphasizes the accelerated application of key technologies and equipment for deep exploration, non-cyanide gold extraction, and improving mining recovery rates and comprehensive utilization of associated minerals [2] - The solid waste utilization rate is targeted to increase to over 35% [1] Group 3: Strategic Actions - The plan includes a new round of exploration strategies, enhancing geological surveys and exploration efforts in key areas such as Wuhe-Fengyang and Dabie Mountain [2] - It aims to extend the service life of existing mines by discovering new resources in key development mines [2] Group 4: Industry Consolidation and Upgrading - The plan supports resource integration in key gold mining areas and encourages the elimination of outdated and inefficient production capacities [2] - It promotes the establishment of new independent processing plants with minimum processing capacities of 500 tons per day for gold and 2000 tons for heap leaching [2] - The plan encourages capital-driven consolidation among gold enterprises to enhance competitiveness and foster leading enterprise groups with national competitiveness [2]