牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ 伴随公募三季报密集披露，绩优基金经理持仓动向备受市场关注。 10 月 25 日，融通产业趋势、 平安核心优势、万家趋势领先等基金 披露三季报，这些基金 大多重仓了人工智能、创新药、有色金属等今年以来热门赛道。在前十大重仓股中，还涌现 出多只 " 翻倍股 " 。 在三季报中，基金经理表示， A 股市场今年涨幅较大，但从历史规律判断此轮上行趋势大概 率没有结束，市场整体估值依然处于合理水平。 李进：此轮上行趋势大概率没有结束 看好人工智能、储能和互联网等 10 月 25 日，融通产业趋势披露 2025 年三季报。最新持仓显示，前三大重仓股为海博思 创、工业富联、中际旭创，持仓市值在 2200 万元～ 2500 万元区间。值得注意的是，截至 10 月 24 日，海博思创、工业富联、中际旭创年内股价涨幅分别高达 313.46% 、 218.92% 、 301.99% 。 海博思创、工业富联、剑桥科技、中创新航、沪电股份、长飞光纤光缆 " 新晋 "其 十大重仓 股。 与二季度相比，中际旭创、东山精密获不同程度 ...

中新网乌鲁木齐10月24日电(闫文陆刘丙栋)记者24日从新疆电力交易中心有限公司获悉，截至10月23 日，新疆2025年内已消纳绿色电量超205亿千瓦时，较去年全年消纳规模增长58%，其中通过绿电交易 消纳28亿千瓦时，通过绿证交易消纳绿证1773万张(折合绿电177亿千瓦时)。这也是新疆年度绿色电力 消纳规模首次突破200亿千瓦时，创下历年同期新高。 下一步，国网新疆电力有限公司将持续完善新能源消纳市场机制，深入践行国家能源安全新战略，主动 适配市场变革需求，不断提升新能源消纳水平，加速推动能源绿色低碳转型落地见效。(完) 新疆拥有丰富的风、光资源，截至8月底，新疆新能源装机达1.35亿千瓦。国网新疆电力有限公司立足 区域能源优势，聚焦绿色交易体系构建、消费服务升级和应用场景拓展三大关键，持续推动绿电消纳规 模攀升，为新能源消纳及能源绿色转型注入强劲动力。 （文章来源：中国新闻网） 据了解，在绿色电力消纳体系建设方面，自2025年1月起，新疆实现绿电交易按周开市，全面建成"年度 +月度+月内"多层次绿电交易体系。同时，推动独立储能等灵活调节资源融入中长期市场交易，提升系 统消纳调峰能力；建立可再生能源电力消 ...

证券时报·数据宝统计，截至10月24日收盘，沪深两市共455只个股连续5日或5日以上主力资金净流出。 从净流出持续时间来看，天马科技等连续28日主力资金净流出，排名第一；恩威医药连续20日主力资金 净流出，位列第二。从主力资金净流出总规模来看，比亚迪主力资金净流出金额最大，连续6天累计净 流出44.02亿元，包钢股份紧随其后，9天累计净流出31.46亿元。从主力资金净流出占成交金额的比例来 看，比亚迪占比排名居首，该股近6日下跌2.99%。（数据宝） 连续5日或以上主力资金净流出个股排名 | 证券代 | 证券简称 | 主力资金净流出 | 主力资金净流出金额 | 主力资金净流出比例 | 累计涨跌幅 | | --- | --- | --- | --- | --- | --- | | 码 | | 天数 | （亿元） | （%） | （%） | | 002594 | 比亚迪 | 6 | 44.02 | 18.18 | -2.99 | | 600010 | 包钢股份 | 9 | 31.46 | 6.34 | -5.73 | | 601899 | 紫金矿业 | 7 | 20.87 | 3.67 | -3.07 | | 6 ...

证券之星消息，10月24日贵金属板块较上一交易日下跌1.08%，湖南白银领跌。当日上证指数报收于 3950.31，上涨0.71%。深证成指报收于13289.18，上涨2.02%。贵金属板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | --- | --- | --- | --- | --- | --- | --- | | 002237 | 恒邦股份 | 13.07 | 0.46% | | 44.72万 | 5.84Z | | 6009888 | 赤峰黄金 | 28.88 | 0.35% | | 40.99万 | 11.71亿 | | 001337 | 四川黄金 | 27.00 | -0.33% | | 10.58万 | 2.86亿 | | 002155 | 湖南黄金 | 20.13 | -0.74% | | 45.47万 | 9.17亿 | | 300139 | 院在个技 | 24.79 | -0.92% | | 35.34万 | 8.70亿 | | 600547 | 山东黄金 | 36.50 | -1.11% | | 31.28万 | 11.44 ...

分红方面，中金黄金A股上市后累计派现88.75亿元。近三年，累计派现51.91亿元。 机构持仓方面，截止2025年6月30日，中金黄金十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股1.55亿股，相比上期增加2811.41万股。华泰柏瑞沪深300ETF（510300）位居第五大流通 股东，持股5196.71万股，相比上期增加434.50万股。易方达沪深300ETF（510310）位居第八大流通股 东，持股3693.66万股，相比上期增加364.03万股。华夏沪深300ETF（510330）退出十大流通股东之 列。 中金黄金今年以来股价涨90.26%，近5个交易日跌11.26%，近20日涨22.71%，近60日涨45.82%。 资料显示，中金黄金股份有限公司位于北京市东城区安定门外大街9号，成立日期2007年9月24日，上市 日期2003年8月14日，公司主营业务涉及黄金等有色金属地质勘查、采选、冶炼。主营业务收入构成 为：冶炼94.45%，矿山27.85%，其他0.03%。 中金黄金所属申万行业为：有色金属-贵金属-黄金。所属概念板块包括：黄金股、稀缺资源、有色铜、 债转股、央企改革等。 截至6 ...

证券之星消息，10月23日贵金属板块较上一交易日下跌0.55%，招金黄金领跌。当日上证指数报收于 3922.41，上涨0.22%。深证成指报收于13025.45，上涨0.22%。贵金属板块个股涨跌见下表： 从资金流向上来看，当日贵金属板块主力资金净流出8.82亿元，游资资金净流入1.95亿元，散户资金净流 入6.87亿元。贵金属板块个股资金流向见下表： | 代码 | 名称 | 主力净流出(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000506 | 招金黄金 | -1.66 Z | -18.46% | 6273.41万 | 7.00% | 1.03 Z | 11.46% | | 600489 | 中全黄金 | -1.45 Z | -6.86% | -871.97万 | -0.41% | 1.54亿 | 7.27% | | 600547 | XD山东黄 | -1.31亿 | -7.97% | 2245.00万 | 1.37% | 1.09 亿 | 6 ...

Group 1: Metal Industry Insights - The steel industry is experiencing a demand rebound, but the recovery is not as strong as in previous years, with short-term price fluctuations expected [2] - Copper prices have been under pressure due to previous U.S. tariff policies, but expectations surrounding U.S.-China trade talks and potential Federal Reserve interest rate cuts may alleviate downward pressure [2] - Aluminum prices are expected to fluctuate in the short term, supported by stable fundamentals and easing trade tensions between the U.S. and China [2] - Gold prices may face short-term correction risks due to upcoming U.S.-China negotiations and Federal Reserve meetings, but geopolitical tensions could provide support [2] - Lithium prices are expected to be supported by resilient demand, particularly in energy storage, as disruptions in mining operations in Jiangxi have eased [2] - Rare earth prices may face pressure if export controls are tightened, with attention on the impact of U.S.-China trade negotiations [2] Group 2: Strategic Recommendations - For the steel sector, policies promoting precise capacity control and quality improvement are expected to enhance the competitive landscape and profitability of steel companies [3] - The copper supply outlook is tightening due to incidents at major mines, suggesting a potential price floor; focus on companies with strong resource guarantees and environmental standards [3] - In the aluminum sector, the "anti-involution" policy is anticipated to improve the supply landscape, with a focus on demand recovery during peak seasons [4] - Gold prices are influenced by U.S. government stability and geopolitical issues, with long-term interest rate uncertainty potentially benefiting gold [4] - The rare earth sector is expected to see a revaluation of related companies due to heightened strategic importance and export control policies [5] - Cobalt supply constraints are anticipated due to limited export quotas from the Democratic Republic of Congo, while demand from electric vehicles and energy storage remains strong [5] Group 3: Machinery Equipment Industry Insights - The engineering machinery sector is witnessing a recovery, with significant growth in excavator sales and a favorable policy environment promoting effective demand expansion [6][7] - The import and export trade of engineering machinery in September reached $5.505 billion, marking a year-on-year increase of 29.1% [6] - The machinery equipment industry is currently valued at a P/E ratio of 31.63, with a premium of 133.41% over the CSI 300 index [6] - The sector's outlook is positive, driven by ongoing demand from infrastructure projects and a shift towards commercial competition in humanoid robotics [7]

齐鲁晚报·齐鲁壹点记者 尹睿 晓程科技 招金黄金 盛达资源 山金国际 中金黄金 山东黄金 分时图 日K线 周K线 月K线 24.87 -1.63 -6.15% 10.00% 6.68% 3.32% 0.00% 3.32% 6.68% 10.00% 23.85 24.73 25.62 26.50 27.38 28.27 29.15 09:30 10:30 11:30/13:00 14:00 15:00 15:30 0 150万 300万 450万 10月21日晚间，一路狂飙的黄金价格突现"高台跳水"，现货黄金在短短七小时内暴跌逾240美元，一度 跌破4100美元/盎司，最终收于4068.7美元，创下自2013年4月以来最大单日跌幅。 金价暴跌引发市场连锁反应 10月22日，A股黄金股开盘集体大跌，湖南白银、盛达资源跌停，晓程科技（300139）、招金黄金、西 部黄金（601069）跌超9%，中金黄金（600489）、山金国际（000975）跌超8%，赤峰黄金 （600988）、山东黄金（600547）跌超7%。贵金属板块成为当日A股跌幅最大的板块之一，三大指数 集体收跌，沪深京三市成交额较上一交易日缩量2024 ...

Core Viewpoint - The extreme market fluctuations in gold prices are primarily due to the overcrowding of long positions, leading to profit-taking by investors after a significant price increase since September. This indicates that short-term volatility in gold prices will become the norm [2][5]. Price Movements - On October 21, international gold prices experienced a rare plunge, with spot gold dropping by 6.3% to approximately $4080 per ounce, marking the largest single-day decline since April 2013. The closing price on that day was down 5.31%, the largest drop in nearly 12 years [3][4]. - COMEX gold futures also fell by 5.07% on October 21, closing at $4138.5 per ounce. Since the beginning of 2025, gold prices have surged from around $2650 per ounce, reaching a historical high of $4381 per ounce on October 20 [4]. Market Reactions - The decline in gold prices has adversely affected gold-related stocks, with companies like Shandong Gold and Zhongjin Gold opening down over 7% on October 22, and closing down more than 3% [4]. - Domestic gold jewelry brands reported a drop in the price of pure gold jewelry, with notable decreases in prices from brands like Chow Tai Fook and Lao Miao Gold [5]. Factors Behind the Decline - The recent sharp decline in gold prices is attributed to a series of short-term risk factors easing, including positive signals in US-China trade relations and a reduction in geopolitical tensions in regions like Ukraine and the Middle East [7]. - Technical analysis indicates that gold prices had risen too quickly, entering an overbought state, which necessitated a technical correction [8]. Future Outlook - The recent price correction is viewed as a normal phenomenon and is not expected to alter the long-term upward trend of gold prices. Despite recent easing in US-China trade tensions, the fundamental issues remain unresolved, suggesting that the upward trajectory for gold is likely to continue [10]. - Historical trends indicate that after a sustained period of price increases, gold may experience a correction of 20% to 40% within the following year [11]. - The World Gold Council suggests that significant liquidity crises are needed to disrupt both gold and stock markets, but currently, there are no signs of a breakdown in the credit and banking systems, indicating that gold is likely to remain resilient [12].

有色金属行业资金流入榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 003038 | 鑫铂股份 | 9.99 | 14.66 | 11899.76 | | 000657 | 中钨高新 | 3.54 | 5.75 | 6553.60 | | 601600 | 中国铝业 | 1.51 | 2.14 | 6225.59 | | 000807 | 云铝股份 | 0.82 | 1.88 | 4737.66 | | 301522 | 上大股份 | 6.63 | 3.27 | 3180.35 | | 002738 | 中矿资源 | 2.29 | 2.71 | 2977.21 | | 002240 | 盛新锂能 | 3.37 | 7.54 | 2566.20 | | 002171 | 楚江新材 | 0.47 | 19.67 | 2553.43 | | 300811 | 铂科新材 | -4.96 | 4.41 | 2133.48 | | 002532 | 天山铝业 | -0.24 | 1.16 | 1208.6 ...