Group 1 - The Hong Kong stock market saw a collective rise in gold stocks, with Zijin Mining International up over 8%, China Silver Group up over 7%, and Tongguan Gold up over 4% [1] - International gold prices continued to strengthen, reaching a peak of $3,895, setting a new historical high [1] Group 2 - Zijin Mining International reported a price increase of 8.54%, with a latest price of 130.900 and a total market capitalization of 343.48 billion, reflecting an 82.85% year-to-date increase [2] - China Silver Group experienced a 7.55% rise, with a latest price of 0.570 and a total market capitalization of 14.13 billion, marking a 141.53% year-to-date increase [2] - Tongguan Gold saw a 4.80% increase, with a latest price of 2.840 and a total market capitalization of 124.89 billion, showing a remarkable 494.14% year-to-date increase [2] - China Gold International had a 3.53% rise, with a latest price of 143.700 and a total market capitalization of 569.65 billion, reflecting a 255.88% year-to-date increase [2] - Chifeng Jilong Gold Mining increased by 3.35%, with a latest price of 31.440 and a total market capitalization of 597.49 billion, showing a 132.11% year-to-date increase [2] - Lingbao Gold Company saw a 3.09% increase, with a latest price of 19.020 and a total market capitalization of 244.78 billion, reflecting a 619.60% year-to-date increase [2] - Shandong Gold experienced a 2.60% rise, with a latest price of 37.900 and a total market capitalization of 174.716 billion, marking a 210.48% year-to-date increase [2] - Zhaojin Mining Industry had a 1.41% increase, with a latest price of 31.700 and a total market capitalization of 112.294 billion, reflecting a 190.68% year-to-date increase [2] - Jinhai Resources saw a slight increase of 0.53%, with a latest price of 1.890 and a total market capitalization of 3.78 billion, marking a 127.71% year-to-date increase [2]

Group 1 - Hong Kong gold stocks continued their recent upward trend as of September 30, with significant price increases observed [1] - Zijin Mining International (02259.HK) saw a remarkable rise of 58.54%, reaching HKD 113.5 [1] - Datang Gold (08299.HK) increased by 10.42%, trading at HKD 0.53 [1] - Zijin Mining (02899.HK) experienced a gain of 2.67%, priced at HKD 33.02 [1] - Lingbao Gold (03330.HK) rose by 1.52%, with a current price of HKD 18.68 [1]

智通财经APP获悉，黄金股盘初延续近期涨势，截至发稿，紫金黄金国际(02259)涨58.54%，报113.5港 元；大唐黄金(08299)涨10.42%，报0.53港元；紫金矿业(02899)涨2.67%，报33.02港元；灵宝黄金 (03330)涨1.52%，报18.68港元。 消息面上，受美国降息预期、对美国政府可能停摆的担忧以及地缘政治紧张局势升级影响，国际金价屡 创新高。今早，现货黄金突破3840美元/盎司，COMEX黄金期货同样走高，冲破3870美元/盎司，日内 涨0.5%。中信期货指，节日期间重点关注美国非农数据和PMI数据的披露，以及美国两党财政法案僵持 下，美国政府关门引起的数据延迟发布的风险。 此外，9月25日，紫金黄金国际正式在港股上市，该公司由紫金矿业分拆而来，在南美洲、大洋洲、中 亚和非洲等黄金资源富集区拥有8座黄金矿山的权益。东北证券认为，分拆上市后，公司黄金板块将获 得资本市场价值重估，带动紫金矿业整体估值上修。 ...

| 代码 | 名称 | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | 02899 | 三分好彩 | 4.04% | 33.460 | 8892.86 Z | 146.11% | | 03330 | 灵宝黄金 | 3.26% | 19.000 | 244.53亿 | 618.84% | | 06693 | 赤峰黄金 | 2.96% | 31.300 | 594.83亿 | 131.08% | | 01818 | 招等处,不 | 2.56% | 32.100 | 1137.11亿 | 194.35% | | 00340 | 漳关黄金 | 2.15% | 2.850 | 125.33 Z | 496.23% | | 02099 | 中国黄金国际 | 2.20% | 139.200 | 551.81亿 | 244.73% | | 00815 | 中国白银集团 | 1.96% | 0.520 | 12.89亿 | 120.34% | | 01787 | 山东黄金 | 1.70% | 37.780 | 1741.63亿 | 209 ...

Core Insights - International gold prices continue to reach historical highs, driving significant increases in Hong Kong-listed gold stocks [1] - Spot gold prices surpassed previous highs, reaching $3,798.54 per ounce, marking a 1% increase [1] - JPMorgan analysts predict gold prices will reach between $4,050 and $4,150 per ounce by mid-2026, indicating potential for further record highs [1] Company Performance - The following gold stocks in Hong Kong experienced notable price increases: - Tongguan Gold rose by 4.18% to HKD 2.740 [2] - Zhaojin Mining increased by 3.89% to HKD 30.480 [2] - Zijin Mining gained 3.49% to HKD 31.440 [2] - Chifeng Jilong Gold rose by 3.14% to HKD 30.220 [2] - Shandong Gold increased by 2.73% to HKD 36.820 [2] - Lingbao Gold rose by 2.63% to HKD 17.960 [2] - Everest Gold increased by 1.47% to HKD 1.380 [2] - China Gold International rose by 1.20% to HKD 134.600 [2] Market Trends - Domestic gold jewelry brands have also seen price increases, with Chow Sang Sang's gold jewelry priced at HKD 1,111 per gram, up by HKD 5 from September 26 [1] - Other brands like Chow Tai Fook and Luk Fook Jewelry maintained their gold jewelry prices at HKD 1,108 per gram [1]

Core Viewpoint - International gold prices continue to reach historical highs, driving significant increases in Hong Kong gold stocks, with forecasts suggesting further price increases in the coming years [1] Group 1: Gold Price Movement - Spot gold prices surpassed previous highs, rising by 1% to $3,798.54 per ounce, marking a new historical peak [1] - JPMorgan strategists predict that by mid-2026, gold prices could reach between $4,050 and $4,150 per ounce, indicating potential for new record highs [1] Group 2: Stock Performance - Hong Kong gold stocks experienced collective gains, with notable increases including: - Tongguan Gold up 4.18% - Zhaojin Mining up nearly 4% - Zijin Mining up 3.5% - Chifeng Jilong Gold up over 3% - Shandong Gold and Lingbao Gold both up nearly 3% - Everest Gold and China Gold International both up over 1% [1] Group 3: Domestic Jewelry Pricing - Domestic gold jewelry brands saw price increases, with specific examples including: - Chow Sang Sang's gold jewelry priced at 1,111 yuan per gram, up 5 yuan from September 26 - Other brands like Chow Tai Fook and Lao Feng Xiang maintaining prices at 1,108 yuan per gram [1]

Group 1 - Gold stocks continue to rise, with Shandong Gold up 3.5% at 39.6 HKD, Chifeng Gold up 3.34% at 31.54 HKD, and Zhaojin Mining up 2.62% at 30.58 HKD [1] - On September 22, gold prices surged, with spot gold reaching 3720 USD/ounce, marking a historical high and a daily increase of over 1% [1] - Galaxy Securities suggests that the recent Fed rate cuts indicate a trend towards looser monetary policy, which may lead to increased global gold ETF holdings and further drive up gold prices [1] Group 2 - Shenwan Futures analysis indicates that while the Fed's rate cut stance remains cautious under Trump's pressure, the outlook for rate cuts is clear, with expectations for two more cuts this year [2] - The strong performance of US retail sales in August, with a month-on-month increase of 0.6% and a year-on-year increase of 2.1%, supports positive market sentiment [2] - The ongoing increase in US fiscal deficits and debt, along with central banks like China continuing to accumulate gold, reinforces the long-term bullish outlook for gold [2]

Group 1 - Gold stocks continue to rise, with Shandong Gold up 3.5% to 39.6 HKD, Chifeng Gold up 3.34% to 31.54 HKD, and Zhaojin Mining up 2.62% to 30.58 HKD [1] - On September 22, gold prices surged, with spot gold reaching 3720 USD/ounce, marking a historical high and a daily increase of over 1% [1] - Galaxy Securities suggests that the recent Fed rate cuts may establish a trend of gradually easing monetary policy, potentially leading to increased global gold ETF holdings and driving up gold prices [1] Group 2 - Shunwan Futures indicates that while the Fed's rate cut stance remains cautious under Trump's pressure, the outlook for rate cuts is clear, with expectations for two more cuts this year [2] - The strong performance of US retail sales in August, with a month-on-month increase of 0.6% and a year-on-year increase of 2.1%, supports positive market sentiment [2] - The ongoing increase in US fiscal deficits and debt, along with central banks like China continuing to accumulate gold, indicates a long-term bullish trend for gold [2]

Group 1 - The U.S. Federal Reserve is expected to cut interest rates by 25 basis points, acknowledging economic slowdown, job growth deceleration, a slight increase in unemployment, and persistent high inflation [1] - Precious metals are performing strongly due to the interest rate cut and risk aversion sentiment, with gold prices expected to continue a bullish trend in the early stages of the rate cut cycle [1] - The U.S. August non-farm payroll data and unemployment rate indicate a weakening job market, raising concerns about potential economic recession [1] Group 2 - Gold mining stocks are experiencing significant gains, with Lingbao Gold up 4.74%, Zhaojin Mining up 4.5%, and China Silver Group up 4% [2] - The overall market sentiment is positive for gold-related companies, reflecting the impact of the recent economic data and interest rate expectations [2]

Group 1 - Gold stocks have seen significant increases, with Tongguan Gold rising by 8.26% to HKD 2.36, Lingbao Gold up 7.35% to HKD 17.67, Shandong Gold increasing by 6.56% to HKD 38.02, Zhaojin Mining up 5.64% to HKD 29.6, and Chifeng Gold rising by 4.72% to HKD 30.62 [1] - On September 22, spot gold prices reached a historical high of USD 3,719 per ounce, marking a year-to-date increase of 40% [1] - Long-term gold allocation remains valuable, driven by the Federal Reserve's continued rate cuts amid economic adjustments and persistent inflation concerns, alongside geopolitical risks and the trend of de-dollarization [1]