原文标题： China’s Zijin to Buy Allied Gold for C$5.5 Billion in Growth Push 原文连结：https://tinyurl.com/5fcc24np 发布时间： January 26, 2026 at 7:13 PM GMT+8 Updated on January 27, 2026 at 1:22 AM GMT+8 记者署名：By William Clowes 原文内容： A Zijin Mining Group Co. subsidiary agreed to buy Allied Gold Corp., which owns gold mines in Africa, for C$5.5 billion ($4 billion) in the latest step in the Chinese company’s rapid growth. 紫金矿业集团旗下子公司同意以 55 亿加元（约 40 亿美元）收购 Allied Gold Corp.。 Allied 在非洲拥有多座金矿，这是紫金快速扩张的最新一步。 Zijin has quickly become one of the world’s largest producers of gold and copper. Allied has producing gold assets in Mali and the Ivory Coast, and is developing a project in Ethiopia. The deal is among the largest acquisitions of a Canadian-registered mining company by a Chinese investor. 紫金近年来迅速成为全球最大的黄金与铜生产商之一。Allied 在马利与象牙海岸拥有已 投产的金矿，并在衣索比亚开发新项目。这笔交易是中国投资人收购加拿大注册矿业公司 中规模最大的案例之一。 The cash offer from Hong Kong-listed Zijin Gold International represents a premium of about 27% over Allied’s 30-day average price as of the Jan. 23 market close, the Canadian company said in a Monday statement. The transaction was announced on the day bullion breached $5,000 an ounce for the first time, continuing a breakneck rally as global upheaval sparks demand for a haven. 加拿大公司在周一声明中表示，这项由香港上市的紫金黄金国际提出的现金收购价，较 Allied 截至 1 月 23 日收盘的 30 日平均股价溢价约 27%。该交易宣布当天，金价首次 突破每盎司 5,000 美元，显示在全球动荡下，市场对避险资产的需求推动金价急速上涨 。 Allied shares rose as much as 4.4% to a record high of C$43.59 as of 11:01 a.m . in Toronto. Allied 股价一度上涨 4.4%，於多伦多时间上午 11:01 创下每股 43.59 加元的历史新高 。 The acquisition will add three operating mines to Zijin’s portfolio that were expected to produce up to 400,000 ounces of gold last year. Sadiola in Mali accounts for about half of that total. Zijin already has multiple projects in Africa, including major copper and lithium assets in the Democratic Republic of Congo and a gold mine in Ghana. 这项收购将为紫金新增三座正在营运的金矿，去年预期合计可生产最多 40 万盎司黄金， 其中马利的 Sadiola 金矿约占一半。紫金在非洲本就有多个项目，包括刚果民主共和国 的重要铜与锂资产，以及迦纳的一座金矿。 Kurmuk – which will be Ethiopia’s first industrial-scale gold mine – and Sadiola “are generational assets which we expect to provide multi-decade production,” Zijin Gold Chairman Hongfu Lin said in the statement. 紫金黄金董事长林宏富在声明中表示：「Kurmuk（金矿）将成为衣索比亚第一座工业级金 矿，与 Sadiola 一样，都是『世代级资产』，我们预期可提供数十年的稳定产量。」 Zijin – which is China’s biggest mining company and listed its overseas gold unit in September – said this month it plans to step up acquisitions globally, eyeing opportunities in gold and copper in particular. The firm is targeting double-digit growth this year for output of both metals, which have notched a series of all-time highs in recent months. 紫金是中国最大的矿业公司，并於去年 9 月将其海外黄金业务上市。公司本月表示将加 快全球并购步伐，特别锁定黄金与铜资产。该公司目标今年两种金属的产量都实现双位数 成长，而近月来黄金与铜价均屡创历史新高。 Canada has tightened rules around foreign deals in mining, including limiting state-owned entities from buying stakes or doing takeovers of critical minerals assets under its Investment Canada Act. 加拿大已收紧对外资矿业并购的审查规则，包括依《加拿大投资法》限制国有企业收购或 控股关键矿产资产。 Canada blocked a plan by China’s Shandong Gold Mining Co. to acquire TMAC Resources Inc. in 2020, citing national security concerns over a deal for a gold mine operation in the country’s north. But other Chinese deals involving gold firms with assets outside Canada have been approved, including Osino Resources Corp.’s takeover by Shanjin International Gold Co. in 2024. 加拿大曾於 2020 年以国家安全为由，阻止中国山东黄金矿业公司收购 TMAC Resources Inc.（其金矿位於加拿大北部）。但若标的公司资产不在加拿大境内，部分中国相关交易 仍获批准，例如 2024 年 Shanjin International Gold Co. 收购 Osino Resources Corp.。 Moelis & Company LLC was the financial adviser to Allied, while Bank of Nova Scotia advised the company’s special committee. Royal Bank of Canada advised Zijin. Moelis & Company 担任 Allied 的财务顾问，加拿大丰业银行（Bank of Nova Scotia） 为其特别委员会提供顾问服务；加拿大皇家银行（RBC）则担任紫金的顾问。 The deal is subject to approvals by Allied shareholders and Canada, along with competition and regulatory approvals in various jurisdictions including China . 此交易仍须获得 Allied 股东与加拿大政府批准，并通过包括中国在内多个司法管辖区的 反垄断及监管审查。 心得/评论： https://i.urusai.cc/rdr0F.JPG Allied Gold虽然是加拿大公司 但其资产全在非洲 所以紫金选择收购Allied Gold 是为了降低加拿大国安审查阻力 提高交易通过率 紫金选择在金价破5000镁的时候收购Allied Gold 显示其判断金价高档将具长期支撑性 --

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