JPZIJIN@EC2703A

DBS Raises Zijin Mining Target Price to 55 HKD

Xu Kunlin Meets Zijin Mining Chairman Zou Laichang, Liaoning Seeks to Deepen Cooperation with Zijin Mining

Citibank Raises Target Price and Profit Forecast for Zijin Mining

Zijin Mining Plans to Start Lithium Production in Congo's Manono Mine in June

JPMorgan Increases Holdings in Zijin Mining H Shares

BOA Securities Raises Output Projections for Zijin Mining to 2028

DBS Analyst Maintains Buy Rating on Zijin Gold International, Sets Target Price at HKD 253.00

Zijin Mining Outlines Ore Production Targets for 2025-2028

Zijin Mining Board Approves 2026-2028 Production Plan and Sets 2035 Long-Term Goals

Zijin Mining provides guarantee for its wholly-owned subsidiary

Zijin Mining Successfully Issued $1.5 Billion Zero-Coupon Convertible Bonds

UBS Increases Its Long Position in Zijin Mining H Shares to 5.53%

Zijin Mining Subsidiary Jincai Investment Issues $1.5 Billion Zero-Coupon Convertible Bonds

Zijin Mining's $1.5 billion convertible bond fully subscribed within 10 minutes

Morgan Stanley Raises Zijin Mining Target Price to 59 Yuan

Zijin Mining to Acquire Allied Gold for RMB 28 Billion

JPMorgan Positive on Zijin Mining's Expansion of Copper and Gold Resources, Maintains Target Price

Morgan Stanley: Zijin Mining Plans to Acquire Allied Gold for CAD 5.5 Billion

Zijin Gold International Expanding Global Gold Investment Portfolio

Zijin Gold International Plans to Acquire Barrick Gold for CAD 5.5 Billion

CHINA OIL & GAS

PETRO-KING

DZUG

CHK OIL

MANY IDEA CLOUD

HAO TIAN INTL

JY GAS

COSCO SHIP DEV

GLOBAL UIN

BG BLUE SKY

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The military actions of the United States and Israel against Iran have escalated, leading to a setback in global stock markets. The Singapore Straits Times Index opened down more than 2% on Monday. Local blue-chip stocks almost all fell, with only Olam International and Sembcorp Industries rising, the latter seeing a price increase of 1.705%. Gold prices rose due to the turbulent situation, with related stocks such as Zhongse Gold Mining rising over 12%

Zaobao

EFUND GOLD MI-R

EFUND GOLD MI-U

Sprott JR Gold Miners ETF

Sprott GLD Miners Etf

VanEck Junior Gold Miners ETF

SPDR Gold Shares

iShares Gold Trust

Zijin Mining

EFUND GOLD MI ETF

ChinaAMC Gold ETF

Roundhill Gold Miners Weeklypay ETF

VanEck Gold Miners ETF

Newmont

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

ZIJIN MINING

Gold.com

iShares MSCI Global Gold Miners

Jinrui Mining

SD-GOLD

ZHONGJIN GOLD

Kinross Gold

Agnico Eagle Mines

FTSE Straits Times Index

The US-Iran conflict impacts the local stock market, with the Shanghai Composite Index nearly all declining, while defense and gold stocks rise against the trend | Lianhe Zaobao

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The Hang Seng Index opened down 324 points at 26,305 points, the National Index opened down 88 points at 8,771 points, and the Hang Seng Tech Index opened down 91 points at 5,046 points. Oil prices surged due to military strikes by the U.S. and Israel against Iran, leading related oil stocks such as Sinopec, PetroChina, and CNOOC to open higher. Gold prices rose, with SD-GOLD and Zijin Mining opening higher. Technology stocks generally opened lower, with Tencent and JD.com down 1.3% and 1.4%, respectively. Xinyi Glass opened up 1.3%, while Xinyi Solar opened down 2.3%

AASTOCKS

CNOOC F13 N2909

Guotai CSI Oil & Gas Industry ETF

CNOOC

Sinopec Corp.

SINOPEC CORP

SD GOLD

"Hong Kong Stocks" Hang Seng Index opened down 324 points, oil and gold stocks rose

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STECH

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PETROCHINA and CNOOC rose by over 5%, while Zijin Mining and Sinopec Corp. rose by over 2%. Risk warning and disclaimer: The market has risks, and investment should be cautious. This article does not constitute personal investment advice and does not take into account the specific investment objectives, financial conditions, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article are suitable for their specific circumstances. Investment based on this is at one's own risk

Wallstreetcn

PETROCHINA

Hang Seng TECH Index

Hang Seng Index

The Hang Seng Index opened down 1.22%, and the Hang Seng TECH Index fell 1.78%

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The Strait of Hormuz has not yet been "physically blocked," but the sharp decline in shipping is due to traders actively avoiding risks, and a surge in oil prices may be inevitable. Goldman Sachs has issued a deep warning that if the conflict evolves into a "protracted war" similar to that of 2022, high fiscal spending combined with energy inflation will force the Federal Reserve to maintain high interest rates amid declining growth. At that time, the U.S. Treasury yield curve will accelerate its flattening, cyclical sectors of the U.S. stock market will be under pressure, and the U.S. dollar and Japanese yen will be the only safe havens for funds

- Recent statements from Trump and Iran have shattered market expectations for a quick resolution to the conflict.  
- Trump emphasized that U.S. and Israeli military actions against Iran will continue until all objectives are met, while Iran maintains control over when and how the war may end.  
- Goldman Sachs warns that the duration of the conflict will significantly influence oil prices and financial markets, with potential comparisons to the 2022 energy shock scenario, amidst concerns over persistent inflation and market volatility.

SPDR Energy Select

Exxon Mobil

Chevron

COSCO SHIP ENGY

COSCO SHIP HOLD

Pro Ultr Silver

Pro Ultrshrt Silver

Lockheed Martin

ZIJIN GOLD INTL

CHIFENG GOLD

Trump did not "quickly resolve" the situation! Global markets face the "Iran impact," with the focus on "duration."

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Fidelity International and other global investors are returning to Hong Kong's IPO market, signaling a shift in sentiment. After a quiet period, Fidelity backed several major listings, including Zijin Gold International and HashKey Group. This resurgence is attributed to improving sentiment towards consumption, clearer policies in technology, and confidence in Chinese companies' competitiveness. The Hong Kong market has seen strong gains, with foreign capital making up 27% of cornerstone investors in top IPOs. The profile of these investors has shifted, with more global funds participating in recent deals, reflecting a recalibration of risk appetite.

南华早报

TRACKER FUND

FI CSOP HSI

FI2 CSOP HSI

ISHARESHSI

CSOP HSI ETF

FL2 CSOP HSI

HASHKEY HLDGS

The big cornerstone comeback: what’s driving investors back to Hong Kong IPOs?

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UBS released a report listing the most favored simulated portfolio stocks by Chinese capital, all of which received a "Buy" rating. Newly included stocks are Sytech, DEC.LTD, and Envicool, while excluded stocks are Horizon Robotics, Sungrow Power, and NetEase. In terms of target prices, CATL is set at 500 RMB, FUYAO GLASS at HKD 96, HTSC at 31.2 RMB, ZIJIN MINING at HKD 47.4, NAURA at 570 RMB, Tencent at HKD 780, YTCO at 40 RMB, Alibaba at USD 190, and GDS-SW at USD 57

DEC.LTD

CATL

Sytech

FYG;FUYAO GLASS

GDS-SW

YTCO

Alibaba

FUYAO GLASS

NAURA

HTSC

Envicool

Guotai MSCI China A ESG General ETF

KraneShares 2x Long BABA Daily ETF

BABA 2x Long Daily ETF - GraniteShares

iShares MSCI China

Krne Csi China Internet

Invesco Golden Dragon China

Direxion FTSE China Bull 3X

Yinhua MSCI China A ETF

UBS lists the most favored simulated portfolio stocks of Chinese-funded institutions (Table)

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China Seeks Bullion Dominance With Hong Kong Play

marketscreener

China Seeks Bullion Dominance With Hong Kong Play

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On March 15th, former Zijin Mining investment manager Chen Dapeng will guide you through the new paradigm of global metal pricing

- The global metal market achieved significant gains in 2025, with silver rising 154% and gold 67.4%, despite a rapid decline in prices following the nomination of Kevin Warsh as Fed Chairman.  
- As liquidity expectations contracted, metal prices faced volatility, indicating a shift in the market dynamics influenced by resource nationalism and geopolitical tensions.  
- A new course led by Chen Dapeng aims to dissect metal pricing strategies under these evolving conditions, empowering participants with insights into market logic and investment strategies amid the changing landscape.

Hudbay Minerals

JCCL

Southern Copper

Freeport Mcmoran

Abrdn Precious Metals Basket ETF Trust

United States Copper Index

Global X Copper Miners

Sprott Copper Miners ETF

iShares MSCI Global Silver Miners

Sprott Active Gold & Silver Miners ETF

Us Gbl GLD & Met

Understanding Gold, Silver, and Copper: Pei Fengke Chen Dapeng Takes You to Understand New Pricing Opportunities for Resources Under the Reconstruction of Global Order

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In terms of sectors, leading technology stocks, semiconductors, non-ferrous metals, and new energy vehicle stocks performed well, with Zijin Mining, Meituan, and SMIC rising over 5%; large model concept stocks retreated, with KNOWLEDGE ATLAS falling nearly 23% and MINIMAX dropping over 13%

- On February 23, the Hang Seng Index and the Hang Seng Tech Index experienced strong fluctuations, with the Hang Seng Index rising 2.53% and the Hang Seng Tech Index increasing 3.34%.  
- Notable performers included Zijin Mining, Meituan, and SMIC, each rising over 5%, while stocks like Zhicheng dropped nearly 23% following prior gains.  
- In the gold sector, China Gold International saw a rise of over 6%, and the significant increase in gold prices has reached over 5,100 USD.

KNOWLEDGE ATLAS

MEITUAN

Meituan

SMIC

iShares Semiconductor ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

VanEck Semiconductor ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

GF Fund CSI Semiconductor Material Equipment Theme ETF

ChinaAMC CSI Semiconductor Material & Equipment Thematic ETF

ICBCCS CNI HK Connect Technology ETF

ChinaAMC Guozheng Semiconductor Chip ETF

SPDR S&P Semicon

Hang Seng TECH surged over 3%, Meituan rose over 5%, while the "dual giants of large models" KNOWLEDGE ATLAS and MINIMAX showed significant pullbacks

Zijin Gold Unit Renews Gold Sales Arrangement with Kyrgyzstan-based Gold Producer

YieldMax Gold Miners Opt Inc Strgy ETF

SPDR S&P Mtls & Mng

Zijin Gold Unit Renews Gold Sales Arrangement with Kyrgyzstan-based Gold Producer

Gold prices are expected to reach $10,000 an ounce by 2030, according to Louis Navellier, who cites population declines and central banks' inability to combat deflation as key factors. Current volatility is seen as irrelevant, with gold emerging as a preferred hedge against economic downturns. Major economies face systemic declines, pushing investors towards gold over cryptocurrencies, which are losing credibility. Countries like China and Japan are experiencing significant economic challenges, further supporting the bullish outlook on gold as a safe investment.

Dow Jones

Direxion Daily Gold Miners Bear 2X

Stop watching gold's daily swings and get ready for a $10,000 supercycle

The Hang Seng Index closed at 26,705 points, up 138 points or 0.5%; the Hang Seng Tech Index reported 5,367 points, up 7 points or 0.1%. The National Index rose 37 points or 0.4%, reporting 9,070 points. Among the active heavyweight stocks, Hong Kong Exchanges and Clearing rose 0.9%, while Xiaomi and Alibaba fell 0.5%. ZIJIN MINING rose 4.7%, and the stocks of Towngas, Cheung Kong Group, WH Group, Tian Gong International, and Conch Venture all reached new highs

According to the "Half-Day Express," the Hang Seng Index closed at 26,705 points, up 138 points; the Hang Seng Tech Index closed at 5,367 points, up 7 points. ZIJIN MINING rose over 4%, while Towngas, Cheung Kong Group, WH Group, Tian Gong International, and Conch Venture reached new highs

Hong Kong stocks fell sharply on the last day before the long holiday, with the Hang Seng Index closing at 26,567 points, down 465 points or 1.7%. Meituan plummeted 3.2%, hitting a two-year low, and Zijin Mining dropped 7.6%. The overall market turnover was HKD 257.5 billion, with a net inflow of HKD 20.22 billion from the north. The three major indices rose slightly for the week, with the National Index closing at 9,032 points, down 142 points, and the Tech Index reporting 5,360 points, down 48 points. The resources and precious metals sectors faced a sell-off, and traditional financial stocks also performed weakly

- Hong Kong's stock market faced heavy selling pressure before a long holiday, with the Hang Seng Index closing down 465 points at 26,567.  
- Major indices experienced slight weekly gains despite the day's decline; Meituan performed poorly, while Innovent Biologics and WuXi AppTec showed better results among blue chips.  
- Analysts suggest continued pressure on the market as tech stocks remain weak, anticipating potential testing of support around 26,300 points next week.

Stheadline

The Hang Seng Index fell by 465 points, Meituan dropped sharply by 3%, and Zijin Mining declined by 8%. Experts expect the market to be weak in the first half of the day before the holiday｜Hong Kong stock market closing

Zijin Mining's drop over the past two days has been a bit absurd. Gold prices just plunged without warning. The A-share market can still hold up, but the Hong Kong market got hammered directly. Although investment banks are still talking it up, after this wave of volatility, I'm feeling a bit mentally drained. Even if the holdings in hand are based on conviction, they can't withstand the market being so turbulent. Hesai Technology just got included in the MSCI index and opened high, but then followed with an adjustment… Even positive news gets digested into volatility. The new energy and autonomous driving concepts are changing day by day now, and actual trading is getting more and more confusing. Kind of want to put the phone down and pretend nothing's happening to the account...

Hesai

HESAI-W

JPZIJIN@EC2703A(25516.HK)

The US-Iran conflict impacts the local stock market, with the Shanghai Composite Index nearly all declining, while defense and gold stocks rise against the trend | Lianhe Zaobao

"Hong Kong Stocks" Hang Seng Index opened down 324 points, oil and gold stocks rose

The Hang Seng Index opened down 1.22%, and the Hang Seng TECH Index fell 1.78%

Trump did not "quickly resolve" the situation! Global markets face the "Iran impact," with the focus on "duration."

The big cornerstone comeback: what’s driving investors back to Hong Kong IPOs?