智通财经APP获悉，万国黄金集团(03939)早盘涨超10%，月内累计涨幅已超40%。截至发稿，涨10.58%，报11.18港元，成交额3.86亿港元。
消息面上，国际金价企稳4000美元关口后进一步走高。7月22日，国际黄金盘中突破4100美元/盎司。分析指出，市场加息恐慌始于5月非农超预期及沃什相关表态。但当前通胀高点已过、6月非农数据低于预期，加息预期开始有所松动。同时，央行购金节奏恢复趋势明确，实物需求端为金价提供坚实底部支撑。
国金证券指出，万国黄金旗下金岭金矿资源、储量和扩产路径清晰。价值弹性主要来自两条主线。第一，资源量和储量大幅提升，支撑更长周期的产量规划和估值重估。第二，千万吨级扩产打开处理能力上限，后续可研、建设方案和扩产落地节奏将成为重要催化。紫金相关方为项目提供处理技术服务，紫金工程承接扩产可研和设计，中资矿山工程能力已在项目中形成协同。后续重点跟踪扩产方案推进、资本开支安排和产能爬坡节奏。
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