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港股异动 | 现货黄金重新站上5000美元 中国黄金国际(02099)涨超5% 赤峰黄金(06693)涨近4%
智通财经网· 2026-02-04 01:39
Core Viewpoint - The gold stocks have shown a significant increase, driven by a strong rebound in gold prices, which have surpassed $5,000 per ounce, amid rising geopolitical tensions in the region [1] Group 1: Company Performance - China Gold International (02099) rose by 5.13%, trading at 206.8 HKD [1] - Chifeng Jilong Gold Mining (06693) increased by 3.89%, trading at 39 HKD [1] - Zijin Mining Group (02259) saw a rise of 3.13%, trading at 224 HKD [1] - WanGuo Gold Group (03939) gained 3.07%, trading at 15.12 HKD [1] Group 2: Market Dynamics - On February 4, gold prices rebounded strongly, with a daily increase of over 2%, recovering nearly $600 from the week's low [1] - The geopolitical situation has escalated, with reports of U.S. military actions against Iranian drones and threats to U.S. vessels in the Strait of Hormuz [1] Group 3: Investment Outlook - Multiple international investment banks indicate that the fundamental demand for gold remains unchanged, with global central banks and private investors increasing their gold holdings to diversify asset allocation [1] - Silver prices are supported by ongoing industrial demand, leading institutions to maintain a positive outlook on the rebound potential for both gold and silver prices [1]
港股黄金股集体回暖,招金矿业高开逾5%,现货黄金站上4850美元
Xin Lang Cai Jing· 2026-02-03 01:32
Group 1 - The spot gold price has risen to $4,850 per ounce, recovering $180 from the daily low, with an intraday increase of over 4% [1][5] - Wall Street's latest outlook on gold indicates that while short-term selling pressure remains and volatility is high, the long-term bullish trend is intact [6] - Major investment institutions like Bank of America and JPMorgan believe that the gold price, which has already surpassed $5,000 this year, is likely to continue rising, potentially reaching the historic $6,000 mark, entering what is referred to as the "6K era" [6]
黄金股大幅低开 沃什提名引爆金银创纪录重挫 机构预计黄金短期宽幅震荡
Zhi Tong Cai Jing· 2026-02-02 03:41
Group 1 - The gold stocks experienced significant declines, with Lingbao Gold dropping 13.87% to 20 HKD, China Gold International down 12.28% to 180 HKD, Shandong Gold falling 10.8% to 39.48 HKD, Zijin Mining decreasing 9.98% to 37.72 HKD, and Zijin Gold International down 8.14% to 200.8 HKD [2] - The sharp decline in gold prices was triggered by the market's hawkish expectations following the nomination of Kevin Warsh as the Federal Reserve Chairman by President Trump, leading to panic selling in precious metals [2] - On January 30, the London spot gold price fell by 7.8%, marking the largest single-day drop since February 1980, while COMEX New York gold futures plummeted by 9.3% [2] Group 2 - Tianfeng Securities indicated that market sentiment had become fragile due to the rapid rise in gold prices, making it susceptible to any news that could trigger concentrated selling by short-term speculators [3] - The gold market is expected to enter a period of wide fluctuations in the short term, but there is still potential for a rebound within the year [3] - The ongoing global competition is a critical factor, and the long-term demand for gold from central banks is anticipated to continue, providing fundamental support for gold prices [3]
港股早评:三大指数低开逾1%,金银继续跳水黄金股重挫,宁德时代开涨近2%
Ge Long Hui· 2026-02-02 01:34
以金银为首的大宗商品继续下跌,上周五大跌的港股三大指数低开,恒指跌1.06%,国指跌1.35%,恒 生科技指数跌1.29%。权重科技股集体低迷,阿里巴巴、网易跌超2.4%;金银继续跳水,黄金股领衔有 色金属股下挫,其中灵宝黄金大跌近14%,中国黄金国际大跌超12%,山东黄金、紫金矿业、赤峰黄金 等多股跌超9%以上;三大运营商宣布调整电信服务增值税税率,由6%调至9%,三大电信股低开,中国 联通跌超7%。另外,生物医药股、锂电池概念股多数上涨,其中宁德时代涨近2%。(格隆汇) ...
港股异动 | 黄金股大幅低开 沃什提名引爆金银创纪录重挫 机构预计黄金短期宽幅震荡
智通财经网· 2026-02-02 01:29
天风证券表示,实际上,市场情绪已经在前期金价的快速上涨中,达到了脆弱状态,任何消息面的变 化,都可能引发短线投机者的集中抛售。短期内,黄金或进入一段时间的宽幅震荡,年内仍有望重回升 浪。当前处于世界竞争格局的关键节点,黄金的"故事"也不会就此结束,预计全球央行对黄金的长线配 置需求将继续存在,充当黄金价格的根本支撑。 智通财经APP获悉,黄金股大幅低开,截至发稿,灵宝黄金(03330)跌13.87%,报20港元;中国黄金国 际(02099)跌12.28%,报180港元;山东黄金(01787)跌10.8%,报39.48港元;紫金矿业(02899)跌9.98%, 报37.72港元;紫金黄金国际(02259)跌8.14%,报200.8港元。 消息面上,美国总统特朗普提名凯文·沃什出任美联储主席,引爆市场鹰派预期,贵金属遭恐慌抛售。1 月30日,伦敦黄金现货大跌7.8%,创1980年2月以来最大单日跌幅,COMEX纽约金期货单日暴跌 9.3%。对此,国泰海通证券认为,沃什时刻"导致贵金属为代表的市场大幅调整,只是短期市场过度炒 作后调整的导火索,而非根本原因,黄金等价格调整后或仍有支撑。 ...
有色金属行业动态报告:2025年黄金需求同比增加8%至4999.4吨,投资需求同比增加84%至2175.3吨
HUAXI Securities· 2026-02-02 01:09
[Table_Date] 2026 年 2 月 2 日 [Table_Title] 2025 年黄金需求同比增加 8%至 4999.4 吨,投资需求同 比增加 84%至 2175.3 吨 证券研究报告|行业动态报告 [Table_Title2] 有色金属 [Table_Summary] ►供给:2025 年黄金总供应量同比增长 1%,达到 5002.3 吨 生产商一直专注于全价风险敞口,对套期保值兴趣寥寥。黄金 矿商在 2025 年同样表现亮眼。然而,市场对金价下跌的中位 数预期可能促使部分参与者提高警惕。套期保值行为正从看涨 期权卖出转向看跌期权买入——尽管规模仍相对有限——这表 明矿商希望在保留上行风险敞口的同时获得下行保护。但要将 产量提升至当前水平之上仍将面临挑战。 ►需求:2025 年黄金需求(不考虑 OTC及其他)达到 4999.4 吨,同比增长 8% 2025 年,不考虑 OTC 及其他,黄金总需求同比增长 8%至 4999.4 吨。其中金饰制造 1638.0 吨,同比减少 19%;科技用金 322.8 吨,同比减少 1%;投资需求 2175.3 吨,同比增长 84%; 央行购金 863.3 吨 ...
港股黄金股大跌
第一财经· 2026-01-30 08:26
Market Overview - The Hang Seng Index closed at 27,387.11, down by 580.98 points or 2.08%, with a trading volume of 301.6 billion [1] - The Hang Seng Technology Index fell to 5,718.18, decreasing by 122.92 points or 2.10%, with a trading volume of 63.1 billion [1] - The Hang Seng Biotechnology Index dropped to 15,420.07, down by 371.54 points or 2.35%, with a trading volume of 15.3 billion [1] - The Hang Seng China Enterprises Index decreased to 9,317.09, down by 235.49 points or 2.47%, with a trading volume of 108.8 billion [1] - The Hang Seng Composite Index closed at 4,196.05, down by 89.51 points or 2.09%, with a trading volume of 212.5 billion [1] Sector Performance - Gold stocks experienced significant declines, with companies such as Chifeng Jilong Gold Mining and Shandong Gold falling over 14%, while Long Resources, Datang Gold, Zijin Mining International, and China National Gold all dropped more than 10% [1] - Lithium mining stocks also saw a downturn, with Ganfeng Lithium decreasing by nearly 11% and Tianqi Lithium falling over 10% [2]
现货黄金白银双双跳水 港股贵金属板块大跌 赤峰黄金跌超13%
Xin Lang Cai Jing· 2026-01-30 02:38
Group 1 - The Hong Kong gold and precious metals sector experienced significant declines, with Chifeng Jilong Gold Mining falling by 13%, Shandong Gold by over 12%, Zijin Mining International by over 10%, and Zhaojin Mining by over 9% [1][6] - Spot gold and silver prices dropped sharply, with spot gold falling below $5,120 per ounce and spot silver below $108 per ounce [3][8] - Several gold-related companies issued risk warning announcements, indicating that their stock prices had significantly deviated from the market index, suggesting abnormal trading fluctuations [3][8] Group 2 - Regulatory bodies, such as the Shanghai Futures Exchange, have raised margin requirements in an attempt to cool down the market, reflecting a strong speculative atmosphere and accumulating short-term risks [3][8]
港股黄金股集体低开,赤峰黄金跌超8%,黄金单日狂震500美元
Xin Lang Cai Jing· 2026-01-30 01:29
消息面上,现货黄金在周四美盘末转涨,收复逾300美元的历史最大单日跌幅,最终收报5370.87美元/ 盎司,收跌0.85%。现货黄金在整个周四交易时段中,于亚盘初创下了5596.7美元的历史新高,并在美 盘中跌至5105美元,使单日振幅扩大至近500美元。 责任编辑:郝欣煜 | 代码 | 名称 | | | 涨跌幅 ^ | | --- | --- | --- | --- | --- | | 06693 | 赤峰黄金 | (0) | 42.760 | -8.24% | | 02259 | 紫金黄金国际 | | 230.200 | -5.96% | | 01787 | 山东黄金 | | 49.400 | -4.36% | | 01815 | 珠峰黄金 | | 1.900 | -3.55% | | 02899 | 三、二十六年 | | 44.520 | -3.51% | | 03330 | 灵宝黄金 | | 24.400 | -3.48% | | 01818 | 招金矿业 | | 38.860 | -3.33% | | 00340 | 童关黄金 | | 3.580 | -2.98% | | 00815 | 中国白银集 ...
港股开盘向好 恒指高开0.73% 汇丰控股(00005)涨2.23%
Xin Lang Cai Jing· 2026-01-28 04:55
Market Overview - Hong Kong stock market opened positively with Hang Seng Index up 0.73%, National Enterprises Index up 0.63%, and Hang Seng Tech Index up 0.56% [1][4] - Major blue-chip stocks like HSBC Holdings rose by 2.23%, Zijin Mining by 2.21%, China Ping An by 1.65%, and JD Group by 1.5% [1][4] - New Oriental saw a decline of 3.56%, Haidilao down 0.75%, and Trip.com down 0.72% [1][4] Company Highlights - CloudWalk Technology (云知声) opened high at 10.56%, expecting to achieve revenue from large model-related businesses of approximately RMB 600 million to 620 million for the fiscal year ending December 31, 2025, representing a year-on-year growth of about 1,057% to 1,095% compared to RMB 51.87 million for the fiscal year ending December 31, 2024 [1][4] - China Gold International (中国黄金国际) opened up 3.76% and provided production guidance for 2026, estimating copper production at approximately 140 million to 149 million pounds (about 63,500 to 67,500 tons), gold production at approximately 70,732 to 75,554 ounces (about 2.2 to 2.35 tons), and silver production at approximately 4.18 million to 4.82 million ounces (about 130 to 150 tons) from the Jiamar Mine [5] - Vanke Enterprises (万科企业) opened up 2.49%, announcing that its major shareholder, Shenzhen Metro Group, will provide a loan of up to RMB 2.36 billion for repaying bond principal and interest, with a loan term of 36 months [6] Financial Activities - Vanke also reported that the extension proposal for the principal repayment of its medium-term notes "22 Vanke MTN004" and "22 Vanke MTN005" was approved unanimously at a bondholder meeting [6] - Cao Cao Travel (曹操出行) opened down 1.96%, planning to place 12 million shares at HKD 32.46 per share, which represents a discount of approximately 8.97% compared to the last trading day's closing price, with expected total proceeds of about HKD 389.52 million [6]