智通财经APP获悉,中国白银集团(00815)、 金猫银猫(01815)今日再度走高。截至发稿,中国白银集团涨5.96%,报0.249港元;金猫银猫涨7.89%,报1.23港元。
消息面上,金猫银猫此前宣布,拟将公司的中文双重外文名称由“金猫银猫集团有限公司”更改为“珠峰黄金集团有限公司”。公开资料显示,金猫银猫于2018年由中国白银集团(00815)分拆并在香港联交所上市。此外,公司旗下山南市金矿勘探取得突破,展现出大型金矿的潜力。
软库中华发布研报称,金猫银猫去年调整公司策略,终止经营业务生鲜食品零售业务,重点拓展上游矿山业务。公司向上游延伸,除与现有业务有协同效应,上游业务亦有望推动公司盈利及估值至新台阶。公司手持净现金3.40亿元人民币及存货帐面值9.7亿元人民币,存货主要包括银条、有色宝石、珠宝产品、金条。现时市值为16亿港元,相信仍未反映公司拓展上游业务潜力。
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