东北证券有色组核心观点紫金黄金国际:全球化布局,管理层优秀的金矿巨头。紫金黄金国际由紫金矿业海外金矿分拆而来,旗下共有8家金矿,分布在南美、非洲、中亚、大洋洲等,黄金业务占比95%以上,为纯正黄金标的。公司目前权益黄金资源量1812.7吨,权益黄金储量851.9吨(考虑哈萨克斯坦RG金矿在内)。截至2024年末,储量/产量在全球排位第10左右。管理层大多为紫金矿业原班人马,具备矿业专业背景和一线...
Source Link东北证券有色组核心观点紫金黄金国际:全球化布局,管理层优秀的金矿巨头。紫金黄金国际由紫金矿业海外金矿分拆而来,旗下共有8家金矿,分布在南美、非洲、中亚、大洋洲等,黄金业务占比95%以上,为纯正黄金标的。公司目前权益黄金资源量1812.7吨,权益黄金储量851.9吨(考虑哈萨克斯坦RG金矿在内)。截至2024年末,储量/产量在全球排位第10左右。管理层大多为紫金矿业原班人马,具备矿业专业背景和一线...
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