赤峰首日平收!现在是走是留?
“A+H”黄金矿企赤峰黄金今日上市,平齐招股价。【大家看好赤峰后市吗?现在是走,是留?现在该怎么操作?】
+ 关注
+11
全部
精选
幸福就是稳稳的
2025-03-18
不但不走,还加仓了。
kiwi4949
2025-03-18
第1次打新,平开,涨涨跌跌,虽然最近金价大涨,已经破900了,还是决定涨回来了出掉了。把资金放在更有空间的股上。
爱理财的卷心菜
2025-03-16
你需要做的的是止盈,然后等待时机在入场
中子X
2025-03-15
新股开盘跌就留着,等涨了再卖
眩晕
2025-03-15
感觉这种比较冷门,没啥人玩
chirs996
2025-03-14
基本面数据太差。肯定会跌
今天吃拉面
2025-03-14
赤峰黄金是中国最大的民营黄金生产商,在黄金产量及收入方面的增长领先。亦是国内同行中增长率最高的主要黄金生产商,拥有并经营7个黄金及多金属矿山。看好长期走势,今日股价已冲好,看好后期会慢慢上涨!
kiwi4949
2025-03-12
差不多时期上市的蜜雪,咋就相差这么大呢?
爱永久
2025-03-11
我也是第一次中签,真是倒霉了
Ray5788
2025-03-11
Replying to
@laodoo
:还有没中的,那就是没用杠杠//
@laodoo
:没中 [开心]
Mr zuoteng
2025-03-11
可以长期持有
xpw68
2025-03-11
刚上市短期内会承压,中长期来看值得持有,留下,看多 [微笑]
laodoo
2025-03-11
没中 [开心]
三藏大法师
2025-03-10
$赤峰黄金(06693)$
A股和港股差价那么大,为什么不会接近呢?
$紫金矿业(601899)$
$紫金矿业(02899)$
紫金矿业的A股和港股价差就没这么大
鹿鼎公韦小宝
2025-03-10
$赤峰黄金(06693)$
至少得16才对。这次境外上市融资其实是很明智的,要是内地配资反而更麻烦
YYFC
2025-03-10
Replying to
@鹿鼎公韦小宝
:那就长期持有吧//
@鹿鼎公韦小宝
:第一次中签,居然破发
欲山行
2025-03-10
$赤峰黄金(06693)$
长期投资可以,短线的话,波动估计不大,跟雪王比还是差远了;破发10以内继续持有吧,到3月底再看情况,蚊子肉也是肉[捂脸]
像风一样温柔
2025-03-10
$赤峰黄金(06693)$
从黄金加工转型织布!
义乌炒家
2025-03-10
一、资源禀赋优势:高品位、全球化布局 1. 黄金资源量国内领先 截至2024年9月,公司黄金资源量达1250万盎司(约453.85吨),在国内黄金生产商中排名第五^1^2^7。旗下拥有7个高品位矿山,分布于中国、老挝和加纳等地,其中五龙金矿(7.77克/吨)、吉隆金矿(10.18克/吨)等国内矿山的品位远超行业平均水平^2^3^5。境外矿山如老挝塞班矿(黄金矿石资源量1500万吨)和加纳瓦萨金矿(位于阿散蒂金矿带)具备优越的地质条件和外延勘探潜力^2^4。 2. 国际化资源整合能力 公司通过海外并购快速扩张,海外业务贡献了76.9%的黄金产量和71.9%的收入,海外资产占比达65.2%^7^8。例如,2022年收购加拿大金星资源后,黄金产量和资源量显著提升,并通过技术改进优化海外矿山运营效率(如瓦萨矿回收率提升至96%)^5^7。 --- 二、成本控制能力:全行业领先 1. 低全维持成本(AISC) 2023年黄金全维持成本为1179.1美元/盎司,同比下降12%,远低于全球平均水平(1348.5美元/盎司),处于全球黄金矿业第一四分位数^2^4^6。境内矿山通过直采、集采降低采购成本,境外矿山通过选矿技术改进(如万象矿业销售成本下降4.95%)^1^5。 2. 降本增效措施 境内采用大数据管理优化生产流程,境外引入第三方承包商提升工程效率,例如万象矿业台车生产力提高推动矿石量增长67%,采剥总量比计划提高12%^5^6。2024年克金成本进一步降至267.17元/克,同比降幅达12%^3。 ---
明忠网痴100
2025-03-10
比较稳健的投资
加载更多
APP内打开
{"data":{"themeId":"b45b2a3c4d9b4401b5772303dee88c3a","name":"赤峰首日平收!现在是走是留?","description":"“A+H”黄金矿企赤峰黄金今日上市,平齐招股价。【大家看好赤峰后市吗?现在是走,是留?现在该怎么操作?】","image":"https://static.tigerbbs.com/187a191e57cb1313b5da2207a50ecb19","type":0,"style":1,"follow":false,"createTime":1740711097595,"userCounts":11,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":b45b2a3c4d9b4401b5772303dee88c3a}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowSubscriptionFinancial":false,"subscriberCount":0,"allowFollow":true,"hasReward":true,"rewardScore":500,"rewardValidDate":1742400000000,"rewardEnd":true,"symbols":[],"tweetCounts":173,"categoryId":"7ba93224048e4975aa9a5a60d7f2353b","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"赤峰首日平收!现在是走是留?","tweetAmount":173,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"all","allList":[{"id":414838087635072,"gmtCreate":1742297425191,"gmtModify":1742297427206,"author":{"id":"4090369363886730","authorId":"4090369363886730","name":"幸福就是稳稳的","avatar":"https://static.tigerbbs.com/370ace9bd5d785686e34583904ad4016","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4090369363886730","idStr":"4090369363886730"},"themes":[],"htmlText":"不但不走,还加仓了。","listText":"不但不走,还加仓了。","text":"不但不走,还加仓了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/414838087635072","isVote":1,"tweetType":1,"viewCount":2326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":414478599901456,"gmtCreate":1742228909780,"gmtModify":1742228912114,"author":{"id":"4202438064487752","authorId":"4202438064487752","name":"kiwi4949","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4202438064487752","idStr":"4202438064487752"},"themes":[],"htmlText":"第1次打新,平开,涨涨跌跌,虽然最近金价大涨,已经破900了,还是决定涨回来了出掉了。把资金放在更有空间的股上。","listText":"第1次打新,平开,涨涨跌跌,虽然最近金价大涨,已经破900了,还是决定涨回来了出掉了。把资金放在更有空间的股上。","text":"第1次打新,平开,涨涨跌跌,虽然最近金价大涨,已经破900了,还是决定涨回来了出掉了。把资金放在更有空间的股上。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/414478599901456","isVote":1,"tweetType":1,"viewCount":2797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":414077025526432,"gmtCreate":1742122281632,"gmtModify":1742127218058,"author":{"id":"4199111203483130","authorId":"4199111203483130","name":"爱理财的卷心菜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4199111203483130","idStr":"4199111203483130"},"themes":[],"htmlText":"你需要做的的是止盈,然后等待时机在入场","listText":"你需要做的的是止盈,然后等待时机在入场","text":"你需要做的的是止盈,然后等待时机在入场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/414077025526432","isVote":1,"tweetType":1,"viewCount":2304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":413762105578000,"gmtCreate":1742045474789,"gmtModify":1742046892682,"author":{"id":"4196411238812142","authorId":"4196411238812142","name":"中子X","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4196411238812142","idStr":"4196411238812142"},"themes":[],"htmlText":"新股开盘跌就留着,等涨了再卖","listText":"新股开盘跌就留着,等涨了再卖","text":"新股开盘跌就留着,等涨了再卖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/413762105578000","isVote":1,"tweetType":1,"viewCount":2202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":413459347812752,"gmtCreate":1741971549226,"gmtModify":1741972267486,"author":{"id":"4190953829666652","authorId":"4190953829666652","name":"眩晕","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4190953829666652","idStr":"4190953829666652"},"themes":[],"htmlText":"感觉这种比较冷门,没啥人玩","listText":"感觉这种比较冷门,没啥人玩","text":"感觉这种比较冷门,没啥人玩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/413459347812752","isVote":1,"tweetType":1,"viewCount":2097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":413244953600368,"gmtCreate":1741921911694,"gmtModify":1741921914034,"author":{"id":"4091081187141150","authorId":"4091081187141150","name":"chirs996","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091081187141150","idStr":"4091081187141150"},"themes":[],"htmlText":"基本面数据太差。肯定会跌","listText":"基本面数据太差。肯定会跌","text":"基本面数据太差。肯定会跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/413244953600368","isVote":1,"tweetType":1,"viewCount":2168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":413229244821752,"gmtCreate":1741918015229,"gmtModify":1741919744834,"author":{"id":"4093619746929250","authorId":"4093619746929250","name":"今天吃拉面","avatar":"https://static.tigerbbs.com/ac9d07d791247576108711dcb570f8ef","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093619746929250","idStr":"4093619746929250"},"themes":[],"htmlText":"赤峰黄金是中国最大的民营黄金生产商,在黄金产量及收入方面的增长领先。亦是国内同行中增长率最高的主要黄金生产商,拥有并经营7个黄金及多金属矿山。看好长期走势,今日股价已冲好,看好后期会慢慢上涨!","listText":"赤峰黄金是中国最大的民营黄金生产商,在黄金产量及收入方面的增长领先。亦是国内同行中增长率最高的主要黄金生产商,拥有并经营7个黄金及多金属矿山。看好长期走势,今日股价已冲好,看好后期会慢慢上涨!","text":"赤峰黄金是中国最大的民营黄金生产商,在黄金产量及收入方面的增长领先。亦是国内同行中增长率最高的主要黄金生产商,拥有并经营7个黄金及多金属矿山。看好长期走势,今日股价已冲好,看好后期会慢慢上涨!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/413229244821752","isVote":1,"tweetType":1,"viewCount":2679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412366693163336,"gmtCreate":1741710183377,"gmtModify":1741710185638,"author":{"id":"4202438064487752","authorId":"4202438064487752","name":"kiwi4949","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4202438064487752","idStr":"4202438064487752"},"themes":[],"htmlText":"差不多时期上市的蜜雪,咋就相差这么大呢?","listText":"差不多时期上市的蜜雪,咋就相差这么大呢?","text":"差不多时期上市的蜜雪,咋就相差这么大呢?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412366693163336","isVote":1,"tweetType":1,"viewCount":2809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412264780583280,"gmtCreate":1741670979655,"gmtModify":1741673406770,"author":{"id":"4202386221420062","authorId":"4202386221420062","name":"爱永久","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4202386221420062","idStr":"4202386221420062"},"themes":[],"htmlText":"我也是第一次中签,真是倒霉了","listText":"我也是第一次中签,真是倒霉了","text":"我也是第一次中签,真是倒霉了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/412264780583280","isVote":1,"tweetType":1,"viewCount":3542,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4202438064487752","authorId":"4202438064487752","name":"kiwi4949","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4202438064487752","idStr":"4202438064487752"},"content":"涨回来了就可以出掉了。 [龇牙]","text":"涨回来了就可以出掉了。 [龇牙]","html":"涨回来了就可以出掉了。 [龇牙]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412257984118904,"gmtCreate":1741669798401,"gmtModify":1741669801035,"author":{"id":"4201684861268842","authorId":"4201684861268842","name":"Ray5788","avatar":"https://static.tigerbbs.com/5780a104740ffc203c2f3dd13a5086e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201684861268842","idStr":"4201684861268842"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/4199437508548440\">@laodoo</a>:还有没中的,那就是没用杠杠//<a href=\"https://laohu8.com/U/4199437508548440\">@laodoo</a>:没中 [开心]","listText":"Replying to <a href=\"https://laohu8.com/U/4199437508548440\">@laodoo</a>:还有没中的,那就是没用杠杠//<a href=\"https://laohu8.com/U/4199437508548440\">@laodoo</a>:没中 [开心]","text":"Replying to @laodoo:还有没中的,那就是没用杠杠//@laodoo:没中 [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412257984118904","isVote":1,"tweetType":1,"viewCount":2281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412259345367472,"gmtCreate":1741669564280,"gmtModify":1741670440823,"author":{"id":"4203204821208610","authorId":"4203204821208610","name":"Mr zuoteng","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4203204821208610","idStr":"4203204821208610"},"themes":[],"htmlText":"可以长期持有","listText":"可以长期持有","text":"可以长期持有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412259345367472","isVote":1,"tweetType":1,"viewCount":2230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412210032804136,"gmtCreate":1741657325619,"gmtModify":1741657327654,"author":{"id":"3453767455340736","authorId":"3453767455340736","name":"xpw68","avatar":"https://static.tigerbbs.com/263f9d31b5d4cfa70fd557ac5c9ecc34","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3453767455340736","idStr":"3453767455340736"},"themes":[],"htmlText":"刚上市短期内会承压,中长期来看值得持有,留下,看多 [微笑]","listText":"刚上市短期内会承压,中长期来看值得持有,留下,看多 [微笑]","text":"刚上市短期内会承压,中长期来看值得持有,留下,看多 [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412210032804136","isVote":1,"tweetType":1,"viewCount":3072,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412171127800024,"gmtCreate":1741648328443,"gmtModify":1741657365690,"author":{"id":"4199437508548440","authorId":"4199437508548440","name":"laodoo","avatar":"https://static.tigerbbs.com/e5ed11303507e2377143c9f5d616539e","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4199437508548440","idStr":"4199437508548440"},"themes":[],"htmlText":"没中 [开心]","listText":"没中 [开心]","text":"没中 [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412171127800024","isVote":1,"tweetType":1,"viewCount":2749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412035445567696,"gmtCreate":1741614791747,"gmtModify":1741614794979,"author":{"id":"10000000000010490","authorId":"10000000000010490","name":"三藏大法师","avatar":"https://static.tigerbbs.com/0c5f20005843fcfdee4fc28ff79506cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010490","idStr":"10000000000010490"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06693\">$赤峰黄金(06693)$</a> A股和港股差价那么大,为什么不会接近呢? <a href=\"https://laohu8.com/S/601899\">$紫金矿业(601899)$</a> <a href=\"https://laohu8.com/S/02899\">$紫金矿业(02899)$</a> 紫金矿业的A股和港股价差就没这么大","listText":"<a href=\"https://laohu8.com/S/06693\">$赤峰黄金(06693)$</a> A股和港股差价那么大,为什么不会接近呢? <a href=\"https://laohu8.com/S/601899\">$紫金矿业(601899)$</a> <a href=\"https://laohu8.com/S/02899\">$紫金矿业(02899)$</a> 紫金矿业的A股和港股价差就没这么大","text":"$赤峰黄金(06693)$ A股和港股差价那么大,为什么不会接近呢? $紫金矿业(601899)$ $紫金矿业(02899)$ 紫金矿业的A股和港股价差就没这么大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/412035445567696","isVote":1,"tweetType":1,"viewCount":3843,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010487","authorId":"10000000000010487","name":"买股票的打铁匠","avatar":"https://static.tigerbbs.com/6d94a0a25c35b5c7cdb89db84b17cf5c","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010487","idStr":"10000000000010487"},"content":"紫金是行业龙头,再来一波行情会冲万亿的","text":"紫金是行业龙头,再来一波行情会冲万亿的","html":"紫金是行业龙头,再来一波行情会冲万亿的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412035279647008,"gmtCreate":1741614660763,"gmtModify":1741614662668,"author":{"id":"10000000000010491","authorId":"10000000000010491","name":"鹿鼎公韦小宝","avatar":"https://static.tigerbbs.com/acbcdba23abf01629ff9868ac714915f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010491","idStr":"10000000000010491"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06693\">$赤峰黄金(06693)$</a> 至少得16才对。这次境外上市融资其实是很明智的,要是内地配资反而更麻烦","listText":"<a href=\"https://laohu8.com/S/06693\">$赤峰黄金(06693)$</a> 至少得16才对。这次境外上市融资其实是很明智的,要是内地配资反而更麻烦","text":"$赤峰黄金(06693)$ 至少得16才对。这次境外上市融资其实是很明智的,要是内地配资反而更麻烦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/412035279647008","isVote":1,"tweetType":1,"viewCount":3824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412034845585760,"gmtCreate":1741614653936,"gmtModify":1741614656383,"author":{"id":"4203212253831822","authorId":"4203212253831822","name":"YYFC","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4203212253831822","idStr":"4203212253831822"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/10000000000010491\">@鹿鼎公韦小宝</a>:那就长期持有吧//<a href=\"https://laohu8.com/U/10000000000010491\">@鹿鼎公韦小宝</a>:第一次中签,居然破发","listText":"Replying to <a href=\"https://laohu8.com/U/10000000000010491\">@鹿鼎公韦小宝</a>:那就长期持有吧//<a href=\"https://laohu8.com/U/10000000000010491\">@鹿鼎公韦小宝</a>:第一次中签,居然破发","text":"Replying to @鹿鼎公韦小宝:那就长期持有吧//@鹿鼎公韦小宝:第一次中签,居然破发","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412034845585760","isVote":1,"tweetType":1,"viewCount":2273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412032861245648,"gmtCreate":1741614160809,"gmtModify":1741614162834,"author":{"id":"10000000000010488","authorId":"10000000000010488","name":"欲山行","avatar":"https://static.tigerbbs.com/e460befb8b73628d17452d4795753dfd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010488","idStr":"10000000000010488"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06693\">$赤峰黄金(06693)$</a> 长期投资可以,短线的话,波动估计不大,跟雪王比还是差远了;破发10以内继续持有吧,到3月底再看情况,蚊子肉也是肉[捂脸]","listText":"<a href=\"https://laohu8.com/S/06693\">$赤峰黄金(06693)$</a> 长期投资可以,短线的话,波动估计不大,跟雪王比还是差远了;破发10以内继续持有吧,到3月底再看情况,蚊子肉也是肉[捂脸]","text":"$赤峰黄金(06693)$ 长期投资可以,短线的话,波动估计不大,跟雪王比还是差远了;破发10以内继续持有吧,到3月底再看情况,蚊子肉也是肉[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/412032861245648","isVote":1,"tweetType":1,"viewCount":5313,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4202386221420062","authorId":"4202386221420062","name":"爱永久","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"4202386221420062","idStr":"4202386221420062"},"content":"我也是第一次中签,真是倒霉了","text":"我也是第一次中签,真是倒霉了","html":"我也是第一次中签,真是倒霉了"},{"author":{"id":"10000000000010491","authorId":"10000000000010491","name":"鹿鼎公韦小宝","avatar":"https://static.tigerbbs.com/acbcdba23abf01629ff9868ac714915f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010491","idStr":"10000000000010491"},"content":"第一次中签,居然破发","text":"第一次中签,居然破发","html":"第一次中签,居然破发"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":411936739852904,"gmtCreate":1741591308740,"gmtModify":1741591310985,"author":{"id":"4192347228869432","authorId":"4192347228869432","name":"像风一样温柔","avatar":"https://static.tigerbbs.com/0f7188066d3ddfe265b3c5476047f227","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4192347228869432","idStr":"4192347228869432"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06693\">$赤峰黄金(06693)$</a> 从黄金加工转型织布!","listText":"<a href=\"https://laohu8.com/S/06693\">$赤峰黄金(06693)$</a> 从黄金加工转型织布!","text":"$赤峰黄金(06693)$ 从黄金加工转型织布!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/411936739852904","isVote":1,"tweetType":1,"viewCount":2792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":411862296531136,"gmtCreate":1741585515704,"gmtModify":1741587071568,"author":{"id":"4201820795480942","authorId":"4201820795480942","name":"义乌炒家","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201820795480942","idStr":"4201820795480942"},"themes":[],"htmlText":"一、资源禀赋优势:高品位、全球化布局 1. 黄金资源量国内领先 截至2024年9月,公司黄金资源量达1250万盎司(约453.85吨),在国内黄金生产商中排名第五^1^2^7。旗下拥有7个高品位矿山,分布于中国、老挝和加纳等地,其中五龙金矿(7.77克/吨)、吉隆金矿(10.18克/吨)等国内矿山的品位远超行业平均水平^2^3^5。境外矿山如老挝塞班矿(黄金矿石资源量1500万吨)和加纳瓦萨金矿(位于阿散蒂金矿带)具备优越的地质条件和外延勘探潜力^2^4。 2. 国际化资源整合能力 公司通过海外并购快速扩张,海外业务贡献了76.9%的黄金产量和71.9%的收入,海外资产占比达65.2%^7^8。例如,2022年收购加拿大金星资源后,黄金产量和资源量显著提升,并通过技术改进优化海外矿山运营效率(如瓦萨矿回收率提升至96%)^5^7。 --- 二、成本控制能力:全行业领先 1. 低全维持成本(AISC) 2023年黄金全维持成本为1179.1美元/盎司,同比下降12%,远低于全球平均水平(1348.5美元/盎司),处于全球黄金矿业第一四分位数^2^4^6。境内矿山通过直采、集采降低采购成本,境外矿山通过选矿技术改进(如万象矿业销售成本下降4.95%)^1^5。 2. 降本增效措施 境内采用大数据管理优化生产流程,境外引入第三方承包商提升工程效率,例如万象矿业台车生产力提高推动矿石量增长67%,采剥总量比计划提高12%^5^6。2024年克金成本进一步降至267.17元/克,同比降幅达12%^3。 ---","listText":"一、资源禀赋优势:高品位、全球化布局 1. 黄金资源量国内领先 截至2024年9月,公司黄金资源量达1250万盎司(约453.85吨),在国内黄金生产商中排名第五^1^2^7。旗下拥有7个高品位矿山,分布于中国、老挝和加纳等地,其中五龙金矿(7.77克/吨)、吉隆金矿(10.18克/吨)等国内矿山的品位远超行业平均水平^2^3^5。境外矿山如老挝塞班矿(黄金矿石资源量1500万吨)和加纳瓦萨金矿(位于阿散蒂金矿带)具备优越的地质条件和外延勘探潜力^2^4。 2. 国际化资源整合能力 公司通过海外并购快速扩张,海外业务贡献了76.9%的黄金产量和71.9%的收入,海外资产占比达65.2%^7^8。例如,2022年收购加拿大金星资源后,黄金产量和资源量显著提升,并通过技术改进优化海外矿山运营效率(如瓦萨矿回收率提升至96%)^5^7。 --- 二、成本控制能力:全行业领先 1. 低全维持成本(AISC) 2023年黄金全维持成本为1179.1美元/盎司,同比下降12%,远低于全球平均水平(1348.5美元/盎司),处于全球黄金矿业第一四分位数^2^4^6。境内矿山通过直采、集采降低采购成本,境外矿山通过选矿技术改进(如万象矿业销售成本下降4.95%)^1^5。 2. 降本增效措施 境内采用大数据管理优化生产流程,境外引入第三方承包商提升工程效率,例如万象矿业台车生产力提高推动矿石量增长67%,采剥总量比计划提高12%^5^6。2024年克金成本进一步降至267.17元/克,同比降幅达12%^3。 ---","text":"一、资源禀赋优势:高品位、全球化布局 1. 黄金资源量国内领先 截至2024年9月,公司黄金资源量达1250万盎司(约453.85吨),在国内黄金生产商中排名第五^1^2^7。旗下拥有7个高品位矿山,分布于中国、老挝和加纳等地,其中五龙金矿(7.77克/吨)、吉隆金矿(10.18克/吨)等国内矿山的品位远超行业平均水平^2^3^5。境外矿山如老挝塞班矿(黄金矿石资源量1500万吨)和加纳瓦萨金矿(位于阿散蒂金矿带)具备优越的地质条件和外延勘探潜力^2^4。 2. 国际化资源整合能力 公司通过海外并购快速扩张,海外业务贡献了76.9%的黄金产量和71.9%的收入,海外资产占比达65.2%^7^8。例如,2022年收购加拿大金星资源后,黄金产量和资源量显著提升,并通过技术改进优化海外矿山运营效率(如瓦萨矿回收率提升至96%)^5^7。 --- 二、成本控制能力:全行业领先 1. 低全维持成本(AISC) 2023年黄金全维持成本为1179.1美元/盎司,同比下降12%,远低于全球平均水平(1348.5美元/盎司),处于全球黄金矿业第一四分位数^2^4^6。境内矿山通过直采、集采降低采购成本,境外矿山通过选矿技术改进(如万象矿业销售成本下降4.95%)^1^5。 2. 降本增效措施 境内采用大数据管理优化生产流程,境外引入第三方承包商提升工程效率,例如万象矿业台车生产力提高推动矿石量增长67%,采剥总量比计划提高12%^5^6。2024年克金成本进一步降至267.17元/克,同比降幅达12%^3。 ---","images":[{"img":"https://static.tigerbbs.com/945e3dc464e12b3135dad278bfe417e2"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/411862296531136","isVote":1,"tweetType":1,"viewCount":6371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":411828861362400,"gmtCreate":1741577791125,"gmtModify":1741583064136,"author":{"id":"4200803502994632","authorId":"4200803502994632","name":"明忠网痴100","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4200803502994632","idStr":"4200803502994632"},"themes":[],"htmlText":"比较稳健的投资","listText":"比较稳健的投资","text":"比较稳健的投资","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/411828861362400","isVote":1,"tweetType":1,"viewCount":2076,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"essenList":[{"id":414478599901456,"gmtCreate":1742228909780,"gmtModify":1742228912114,"author":{"id":"4202438064487752","authorId":"4202438064487752","name":"kiwi4949","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4202438064487752","idStr":"4202438064487752"},"themes":[],"htmlText":"第1次打新,平开,涨涨跌跌,虽然最近金价大涨,已经破900了,还是决定涨回来了出掉了。把资金放在更有空间的股上。","listText":"第1次打新,平开,涨涨跌跌,虽然最近金价大涨,已经破900了,还是决定涨回来了出掉了。把资金放在更有空间的股上。","text":"第1次打新,平开,涨涨跌跌,虽然最近金价大涨,已经破900了,还是决定涨回来了出掉了。把资金放在更有空间的股上。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/414478599901456","isVote":1,"tweetType":1,"viewCount":2797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":414077025526432,"gmtCreate":1742122281632,"gmtModify":1742127218058,"author":{"id":"4199111203483130","authorId":"4199111203483130","name":"爱理财的卷心菜","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4199111203483130","idStr":"4199111203483130"},"themes":[],"htmlText":"你需要做的的是止盈,然后等待时机在入场","listText":"你需要做的的是止盈,然后等待时机在入场","text":"你需要做的的是止盈,然后等待时机在入场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/414077025526432","isVote":1,"tweetType":1,"viewCount":2304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":414838087635072,"gmtCreate":1742297425191,"gmtModify":1742297427206,"author":{"id":"4090369363886730","authorId":"4090369363886730","name":"幸福就是稳稳的","avatar":"https://static.tigerbbs.com/370ace9bd5d785686e34583904ad4016","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4090369363886730","idStr":"4090369363886730"},"themes":[],"htmlText":"不但不走,还加仓了。","listText":"不但不走,还加仓了。","text":"不但不走,还加仓了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/414838087635072","isVote":1,"tweetType":1,"viewCount":2326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}]}