智通财经APP获悉,万国黄金集团(03939)涨超11%,盘中高见26.75港元创上市以来新高。截至发稿,涨11.04%,报26.65港元,成交额2.3亿港元。
消息面上,万国黄金集团月初公布,公司于2024年10月31日与紫金矿冶订立所罗门群岛的金岭矿选矿技术服务合同,合同金额169万元人民币;公司于2025年5月1日与紫金工程订立金岭矿新建1000万吨/年的扩建可行性研究合同,扩建可行性研究包括设计主要生产设施如采选工程、尾矿池、低品位矿石破碎、堆浸垫、吸收等,以及相关的供水、供电、厂区道路、实验室及生活辅助设施等,以达到产能1300万吨/年,产品为金锭(金品位80%)及浮选金精矿(金品位25克/吨)。
民生证券指出,扩建完成后,公司黄金产量预计高速增长。公司最新年报数据显示金岭金矿平均品位1.17克/吨,按照85%回收率预估,待扩建完成后,公司黄金年产量有望达到12.9吨,较2024年2.1吨产量增幅达到514.3%,未来公司黄金产量预计将高速增长。
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