本文源自：金融界AI电报 金银价下挫，拖累港股市场黄金概念股走低。其中，灵宝黄金、中国黄金国际、紫金矿业跌超3%，紫 金黄金国际、赤峰黄金、潼关黄金、山东黄金跌超2%。 ...

昨晚午夜突如其来的跌势伴随着华尔街的恐慌情绪，因投资者担忧人工智能对企业盈利的影响，各类资 产价格均出现回落。策略师Michael Ball表示，金价的剧烈回撤并没有明确的催化剂，这很可能是受到 商品交易顾问(CTA)利用计算机模型押注价格走势所引发的抛售而加剧。投资者目前正关注周五晚些时 候公布的美国通胀数据，该数据可能决定市场对美联储下一步行动的预期。本周公布的1月就业数据十 分强劲，降低了美联储在年中再次降息的紧迫性。 | 代码 | 名称 | 涨跌幅 ^ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | 03330 | 灵宝黄金 | -3.80% | 23.800 | 306.38亿 | 32.89% | | 02099 | 中国黄金国际 | -3.67% | 191.600 | 759.53亿 | 22.12% | | 02899 | 紫金矿业 | -3.69% | 43.360 | 1.15万亿 | 21.59% | | 02259 | 紫金黄金国际 | -2.79% | 215.800 | 5775.54 Z | 47.8 ...

Group 1 - Hong Kong precious metal stocks experienced a significant rise in early trading, with WanGuo Gold (03939.HK) increasing by over 5% [1] - China Silver Group (00815.HK) saw a nearly 5% increase, while Tongguan Gold (00340.HK) and Zijin Mining (02899.HK) both rose by over 4% [1] - Other companies such as Chifeng Jilong Gold Mining and Zijin Gold International (02259.HK) also reported gains of over 3% [1]

每经AI快讯，2月9日，港股黄金股走强，紫金矿业、潼关黄金涨逾4%，赤峰黄金、招金矿业涨超3%。 （文章来源：每日经济新闻） ...

Group 1 - The Hong Kong gold stocks experienced a collective decline, with China Gold International dropping nearly 8% [1] - Zijin Mining International fell close to 7%, while Chifeng Jilong Gold Mining, Zijin Mining, Lingbao Gold, and Shandong Gold all dropped over 6% [1] - China Silver Group, Zhaojin Mining, Tongguan Gold, and Mount Everest Gold also followed the downward trend, with Shandong Gold decreasing by 5.5% [1]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 潼關黃金集團有限公司 呈交日期: 2026年2月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00340 | 說明 | 普通股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 46,223,810,000 | HKD | | 0.1 | HKD | | 4,622,381,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 46,223,810,000 | HKD | | 0.1 | HKD | | 4,622,381,000 | ...

Core Viewpoint - The company is expected to experience significant growth in performance driven by rising gold prices, with a projected net profit of 3.12 billion yuan in the first half of 2025, representing a year-on-year increase of 272.6%, surpassing the total profit for 2024 [1] Group 1: Business Expansion - The company has undertaken multiple initiatives to expand its business, including acquisitions of mining companies in Tongguan and Gansu regions, which are expected to create synergies, reduce costs, and enhance operational efficiency [1] - The acquisition of Yixin Mining has further increased the company's gold resource volume, while a partnership with Zijin has established a dual binding cooperation relationship to promote gold business expansion [1] Group 2: Shareholder Activity - The company's chairman, Jiang Zhiyong, and his daughter Jiang Wei, who holds 63.34% of the shares through Qindong Jin Xin Mining Investment Co., Ltd., have been actively increasing their holdings in the company, with a total of 8.886 million shares acquired since January 2, 2026 [1] Group 3: Resource Growth Potential - The company currently owns two mining sites in Su Bei County and Tongguan County, with the completion of the Yixin Mining acquisition increasing gold resources to 81 tons, with an average grade of 6.5 g/t [1] - The Su Bei County mining area has significant potential for resource growth, with 11 identified gold bodies and plans for extensive drilling to enhance resource discovery [2] - The Tongguan County mining area is also expected to see future resource increases as exploration and mining transitions continue, with the company positioned to consolidate more gold resources in the region [2] Group 4: Production Growth - The company's gold production is on an upward trajectory, with an expected output of 2.52 tons in 2024, a year-on-year increase of 85.27%, and projections for 2025 ranging from 2.6 to 2.9 tons [3] - The internal growth potential in both the Tongguan and Su Bei mining areas is strong, with ongoing exploration and mining transitions expected to further boost production [3]

Market Overview - The Federal Reserve maintained the federal funds rate target range at 3.5%-3.75%, aligning with market expectations[9] - The Hang Seng Index closed at 27,827, down 2.58% for the day but up 8.57% year-to-date[3] - The S&P 500 index closed at 6,978, with a slight decrease of 0.01% for the day and a year-to-date increase of 1.94%[3] Stock Performance - Gold prices surged, with spot gold exceeding $5,280 per ounce, marking a monthly increase of over 22%[9] - Semiconductor stocks saw significant gains, with the Philadelphia Semiconductor Index rising by 2.34%[9] - Major tech stocks showed mixed results, with Intel up 11.04% and Microsoft down 6% post-earnings report[9] Sector Highlights - Oil stocks continued to rise, with Shanghai Petrochemical gaining over 5% due to geopolitical tensions driving oil prices up by 3%[9] - New consumer concept stocks performed well, with a snack retail chain soaring 69% on its debut[9] - Airline stocks faced pressure, with China Southern Airlines down 6.83% due to rising operational costs[9] Economic Indicators - The U.S. dollar index fell to 95.51, the lowest since February 2022, contributing to the rise in gold prices[9] - The Japanese yen strengthened, impacting export-related stocks negatively, with Toyota down 3.24%[13] - The Bank of Japan raised its policy rate to 0.75%, the highest in 30 years, indicating a cautious approach to future rate hikes[13]

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 呈交日期： 2026年1月28日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 00340 | 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | | | | | 事件 | | 已發行股份（不包括庫存股份）數 目 | | 佔有關事件前的現有已發 行股份（不包括庫存 ...

于转换后，可换股债券的剩余未偿还本金额为2640万港元。于转换后，转换股份与所有已发行股份享有 同等地位。转换股份分别占紧接转换前公司已发行股份总数约0.11%，及经转换后配发及发行转换股份 而扩大的公司已发行股份总数约0.11%。 格隆汇1月28日丨潼关黄金(00340.HK)发布公告，有关本金总额为相等于人民币3000万元的港元金额(即 3300万港元)的可换股债券。公司已收到潼飞投资有限公司("债券持有人")发出的转换通知("转换通 知")，据此，债券持有人已行使其权利，按每股转换股份1.1港元的转换价格，部分转换本金总额为660 万港元的可换股债券，致使公司于2026年1月28日向债券持有人配发及发行600万股新股份("转换股 份")。 ...