技术面得重点聊聊。上证指数昨天收在3875.53点，虽然涨了0.46%，但MACD绿柱在扩大，KDJ也出现了死叉，60分钟级别还出现了顶背离，这说明短期技 术面有调整压力。不过下方3838点是斐波那契黄金分割位，堆积了超200亿融资盘，多方肯定会死守这个位置。压力位在3820点，得有2.6万亿量能才能突 破，今天要是量能跟不上，冲高回落的概率可不小。 各位老铁，早上好！今天是9月2日，A股迎来金九银十的首个交易日，帮主我一大早就盯着盘前消息，发现周末不仅政策面放了大招，黄金板块更是直接开 挂，纽约金价冲上3550美元，这架势就像牛市来了，科技和黄金双主线齐飞！不过，市场越是热闹，咱们越得冷静，接下来就带大家抽丝剥茧，看看今天的 行情到底怎么玩。 先说说消息面，简直是神仙打架。黄金这边，美联储9月降息概率超90%，再加上俄欧局势紧张、中东冲突升级，避险资金疯狂涌入黄金板块，西部黄金、 盛达资源直接涨停，紫金矿业更是涨超5%，瑞士银行甚至喊话金价明年要冲4000美元。科技那边也不示弱，阿里巴巴自研AI芯片测试，华虹公司复牌大涨 9.18%，美国又撤销了三星SK在华豁免，半导体设备国产替代的逻辑彻底被点燃，板块内超 ...

进一步统计，近3个月内该股累计发生49笔大宗交易，合计成交金额为11.22亿元。 证券时报·数据宝统计显示，紫金矿业今日收盘价为24.38元，上涨5.63%，日换手率为1.83%，成交额为 90.88亿元，全天主力资金净流出2.10亿元，近5日该股累计上涨9.77%，近5日资金合计净流出9.01亿 元。 9月1日紫金矿业大宗交易一览 紫金矿业9月1日大宗交易平台共发生3笔成交，合计成交量69.26万股，成交金额1688.56万元。成交价格 均为24.38元。 | 成交量 （万 | 成交金额 | 成交价 格 | 相对当日收盘 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | | （万元） | | 折溢价（%） | | | | 股） | | （元） | | | | | 28.52 | 695.32 | 24.38 | 0.00 | 中国国际金融股份有限公司北 | 平安证券股份有限公司 | | | | | | 京建国门外大街证券营业部 | 深圳金田路证券营业部 | | 20.37 | 496.62 | 24.38 | 0.00 | 中国国际金融股份有 ...

Investment Rating - The report maintains a "Buy" rating for the company, indicating an expectation that the stock will outperform the market index by more than 15% in the next six months [6]. Core Insights - The company, Zijin Mining (601899.SH), reported a significant increase in both revenue and profit for the first half of 2025, with total revenue reaching 167.71 billion yuan, a year-on-year growth of 11.50%, and a net profit attributable to shareholders of 23.29 billion yuan, up 54.41% year-on-year [2][4]. - The company's operational performance in Q2 2025 showed a revenue of 88.78 billion yuan, reflecting a year-on-year increase of 17.38% and a quarter-on-quarter increase of 12.49%. The net profit for the same quarter was 13.13 billion yuan, up 48.75% year-on-year [4]. - Zijin Mining's production of key minerals increased, with copper production at 570,000 tons (up 9% year-on-year), gold at 41 tons (up 16%), and silver at 224 tons (up 6%) [4]. Summary by Sections Financial Performance - For the first half of 2025, the company achieved a gross margin of 23.75%, an increase of 4.6 percentage points year-on-year, and a net margin of 17.08%, up 4.8 percentage points year-on-year [4]. - The overall gross margin for mineral products increased by 3 percentage points to 60.23% due to rising production and price optimization [4]. Resource Development - The company has strengthened its resource base through exploration and acquisitions, adding 2.049 million tons of copper resources and 888 tons of gold resources in the first half of 2025 [4]. - Significant exploration results were reported, including the discovery of 1.33 million tons of copper and 90,000 tons of molybdenum in Fujian, marking the largest discovery in the region in 20 years [4]. Future Outlook - The company is expected to continue its growth momentum, with projected earnings per share of 1.70 yuan and 1.98 yuan for 2025 and 2026, respectively, corresponding to price-to-earnings ratios of 13.60 and 11.64 times based on the closing price on August 29 [5].

Core Viewpoint - The report from CICC indicates that Zijin Mining's mid-term performance meets expectations, with significant revenue and profit growth in the first half of the year [1] Financial Performance - Zijin Mining achieved operating revenue of 167.71 billion RMB, representing a year-on-year increase of 11.5% [1] - The net profit attributable to shareholders reached 23.29 billion RMB, showing a year-on-year growth of 54.41% [1] Future Outlook - CICC forecasts a systematic increase in the company's copper, gold, and lithium production in the long term, leading to accelerated performance release [1] - The net profit forecasts for the next two years have been raised by 9% and 22%, reaching 45.8 billion RMB and 54.8 billion RMB respectively [1] Stock Ratings and Price Targets - CICC maintains a "outperform" rating for Zijin Mining's A-shares and H-shares [1] - The target price for A-shares has been increased by 26.1% to 29 RMB, while the target price for H-shares has been raised by 40.1% to 30 HKD [1]

智通财经APP获悉，中金发布研报称，紫金矿业(02899)中期业绩符该行预期，上半年实现营业收入 1,677.11亿元人民币(下同)，同比增11.5%;实现归母净利润232.92亿元，同比增长54.41%。中金表示，公 司铜金锂远期产量系统性上升，业绩加速释放，上调今明两年归母净利预测各9%、22%，至分别458亿 及548亿元，维持紫金矿业A股(601899.SH)、港股"跑赢行业"评级;考虑A股、港股资源板块估值中枢上 行，上调A股目标价26.1%至29元，H股目标价上调40.1%至30港元。 该信息由智通财经网提供 ...

9月1日，紫金矿业大宗交易成交69.26万股，成交额1688.56万元，占当日总成交额的0.19%，成交价 24.38元，较市场收盘价24.38元持平。 | 交易日期 | 豆瓣圆修 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量(*) 英入管业部 | | 卖出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-09-01 | 紫金矿业 | 668T09 | 24.38 | 695.32 | 28.52 | 中国国际金融股份 有限公司北京建国 | 平安证券股份有限 公司深圳金田路运 | ਦੂਵ | | | | | | | | 门外大街证券营业 | 券管业部 | | | | | | | | | 87 | | | | 2025-09-01 | 家会矿业 | 601899 | 24.38 | 496.62 | 20.37 | 中国国际全融股份 | 平安证券股份有限 | 84 | | | | | | | | 有限公司北京建国 | 公司温圳金田路证 | | | | | | | | | 门外大街证券営业 ...

另一方面，汽车股多数表现低迷，Q2毛利率大幅下降，比亚迪(002594)股份跌超5%，广汽集团 (601238)、吉利汽车、小鹏汽车皆有跌幅，中资券商股、纸业股、高铁基建股、乳制品股、体育用品股 齐跌，其中，中国交通建设跌6%，中信建投(601066)跌超3%。(格隆汇) | 名称 | 最新价 | 涨跌幅 | | --- | --- | --- | | 恒生指数 | 25617.42 | +2.15% | | 800000 | | | | 国企指数 | 9121.87 | +1.95% | | 800100 | | | | 恒生科技指数 | 5798.96 | +2.20% | | 800700 | | | 格隆汇9月1日｜港股三大指数全天高位震荡，迎来9月开门红行情！黄金股与科技股联袂上攻，带领市 场做多情绪高涨。截止收盘，恒生指数涨2.15%上扬近550点，国企指数、恒生科技指数分别上涨1.95% 及2.2%。 | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 09988 | ◎ NTEBBE | 137.100 | 18.50% | | 0193 ...

Core Viewpoint - International gold prices have reached a new historical high, driven by expectations of interest rate cuts from the Federal Reserve and increasing demand for gold in the market [1][2][3]. Group 1: Market Performance - On September 1, international gold prices surged, with COMEX gold reaching a peak of $3552.4 per ounce, surpassing the previous high of $3557.1 per ounce set in early August [1]. - In the domestic futures market, the main contract for gold on the Shanghai Futures Exchange also rose significantly, breaking through 800 yuan per gram [1]. - Gold-related stocks in A-shares and Hong Kong stocks saw a strong performance, with over ten stocks, including Zhongjin Gold and Hunan Gold, hitting the daily limit, and the precious metals sector rising nearly 9% [1]. - Gold stock ETFs increased by over 9%, with year-to-date gains exceeding 65% [1]. Group 2: Economic Indicators and Predictions - The Federal Reserve's officials have signaled a dovish stance, with a high probability of a 25 basis point rate cut in the near future, which is expected to support gold prices [1][2]. - Current market conditions indicate a growing likelihood of gold prices breaking upward after four months of consolidation, driven by factors such as increased U.S. debt and rising demand for gold in jewelry as the consumption season approaches [2]. - Analysts from Citic Securities and Minsheng Securities suggest that the long-term outlook for gold remains positive due to ongoing global economic pressures and the potential for central banks to continue purchasing gold [3]. Group 3: ETF and Fund Performance - The gold stock ETF closely tracks the CSI Hong Kong-Shenzhen Gold Industry Index, comprising 50 large-cap companies involved in gold mining, refining, and sales, with the top ten stocks accounting for 66.52% of the index [2]. - The gold stock ETF has a recent five-day performance of 5.37% and a price-to-earnings ratio of 21.22 times, indicating a strong interest in gold-related investments despite a slight outflow of funds [5].

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源： 小樱快讯 近日，由紫金锂元材料科技有限公司投资建设的粗碳提纯项目现场一片繁忙景象，各项建设工作正有序推 进， 预计今年 9 月底实现投产并完成调试。 END 会议详情： 会议主办： 鑫椤资讯 会议时间： 2025年11月12-13日（12号报到） 会议地点： 中国·上海 会议咨询： 13248122922(微信同） 目前，项目建设已取得显著进展。联合车间主体钢结构、墙面及屋面檩条安装均已完成，整体外观初现。 辅房装修工程完成 75% ，内部装修工作正在有条不紊地进行。原料车间、成品库厂房结构桩基及罐区基 础施工完成 90% ，为后续的厂房建设奠定了坚实基础。 据悉， 紫金锂元粗碳提纯项目建设规模为年产 2.5 万吨电池级碳酸锂，项目满产后，预计实现年营业收 入 19 亿元， 该项目是紫金矿业集团在新能源材料领域的重要布局。该项目采用先进环保的"碳化 + 树脂 除杂"工艺，依托紫金矿业阿根廷 3Q 盐湖碳酸锂以及其他工业级碳酸锂资源，生产高品质的电池级碳酸 锂，产品将主要应用于公司自产磷酸铁锂产品，有利于提高 ...

截至2025年9月1日 14:30，中证沪深港黄金产业股票指数(931238)强势上涨7.14%，成分股晓程科技 (300139)上涨14.50%，中国黄金国际(02099)上涨11.15%，中金黄金(600489)上涨10.02%，华钰矿业 (601020)，湖南黄金(002155)等个股跟涨。黄金股票ETF基金(159322)上涨9.74%， 冲击3连涨。最新价 报1.48元。拉长时间看，截至2025年8月29日，黄金股票ETF基金近1周累计上涨7.69%。 流动性方面，黄金股票ETF基金盘中换手120.9%，成交3180.47万元，市场交投活跃。拉长时间看，截 至8月29日，黄金股票ETF基金近1年日均成交472.80万元。 截至8月29日，黄金股票ETF基金近1年净值上涨44.43%。从收益能力看，截至2025年8月29日，黄金股 票ETF基金自成立以来，最高单月回报为16.59%，最长连涨月数为4个月，最长连涨涨幅为31.09%，涨 跌月数比为8/6，上涨月份平均收益率为8.13%，历史持有1年盈利概率为100.00%。截至2025年8月29 日，黄金股票ETF基金近3个月超越基准年化收益为8.49 ...