在港股市场，珠峰黄金（01815.HK）大涨11.31%，紫金矿业（02899.HK）涨6.38%，灵宝黄金（03330.HK）涨5.21%，中国黄金国际（02099.HK）涨 4.95%，潼关黄金（00340.HK）涨4.32%，山东黄金（01787.HK）涨3.75%，赤峰黄金（06693.HK）、招金矿业（01818.HK）等多只概念股均涨。 | 代码 | 序号 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | --- | | 01815 | 1 | 珠峰黄金 | 0) | 1.870 | +0.190 | 11.31 | | 02899 | 2 | 常毛矿业 | | 24.340 | +1.460 | 6.38 | | 03330 | 3 | 灵宝黄金 | | 11.520 | +0.570 | 5.21 | | 02099 | ব | 中国黄金国际 | | 89.050 - | - +4.200 | 4.95 | | 00812 | ട | 中国白银集团 | | 0.440 | +0.020 | 4.76 | | 003 ...

从资金流向上来看，当日贵金属板块主力资金净流入4.58亿元，游资资金净流出5.31亿元，散户资金净流 入7315.74万元。贵金属板块个股资金流向见下表： 证券之星消息，8月25日贵金属板块较上一交易日上涨4.09%，湖南白银领涨。当日上证指数报收于 3883.56，上涨1.51%。深证成指报收于12441.07，上涨2.26%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 002716 | 湖南白银 | 5.39 | 10.00% | 211.00万 | | 11.14亿 | | 002155 | 湖南黄金 | 21.15 | 5.17% | 104.75万 | | 21.82亿 | | 600489 | 中金黄金 | 15.15 | 4.48% | 169.85万 | | 25.45 Z | | 600988 | 赤峰黄金 | 25.30 | 4.03% | 1 89.89万 | | 22.50亿 | | 600547 | 山东黄金 | 31.9 ...

转自：北京日报客户端 fels XIV | 企业名称 | 职位名称 | 人数 | 工作地点 | | --- | --- | --- | --- | | 中国黄金集团 | | | 北京市 | | 有限公司博士尼 | 博士后研究人员(第2批) | 若干 | 顺义区 | | 科研工作站 | | | 吉林省 | | | | | 长春市 | | 中国黄金集团 建设有限公司 | 资产财务部副总经理 | 1人 | 北京市 | | 中国黄金集团 (上海)贸易 | 国际事业部 亦会员 | 1人 | 上海市 | | 有限公司 | | | 浦东新区 | | 中国黄金集团 | 所属企业河南文峪金矿副矿 | | | | 资产管理 有限公司 | 长、灵宝双鑫矿业有限责任公 | 1人 | 河南省 灵宝市 | | (集团内部招聘) | 司副总经理 | | | | 中国黄金集团物 | 综合事务部副经理 | 2人 | 北京市 | | 亦是種皂胺公司 (集团内部招聘) | 纪检专员 | 1人 | 矢城区 | | | 风险内控员 | 1人 | | | 中国黄金集团 | 数据应用部研发工程师 基础设施部副总经理 | 若干 1人 | | | 数智科技 ...

Market Overview - The Shanghai Composite Index rose by 3.49% and the CSI 300 Index increased by 4.18% during the week of August 18-22 [2][3] - The SW Nonferrous Metals Index saw a gain of 1.33%, while COMEX gold and silver prices increased by 1.05% and 2.26%, respectively [2][3] Industrial Metals - Industrial metal prices showed mixed movements: LME aluminum +0.73%, copper +0.50%, zinc +0.32%, lead +0.56%, nickel -1.45%, and tin +0.70% [2][3] - The SMM imported copper concentrate index reported a decrease of $3.47/ton to $-41.15/ton, while the copper rod enterprises' operating rate rose to 71.80%, up by 1.20 percentage points [3] - Domestic electrolytic aluminum social inventory decreased by 11,000 tons, totaling 596,000 tons, indicating a slight increase in production and improved demand expectations [3] - Recommended companies in the industrial metals sector include Zijin Mining, Luoyang Molybdenum, Minmetals Resources, China Nonferrous Mining, and others [3] Energy Metals - Cobalt raw material imports continue to decline, suggesting a potential price surge for cobalt, while lithium supply disruptions remain a concern [4] - Carbonate lithium prices have rebounded due to increased market activity, with expectations for a strong short-term performance [4] - Cobalt prices are expected to strengthen as domestic inventory continues to deplete, with stable price increases for cobalt sulfate [4] - Recommended companies in the energy metals sector include Cangge Mining, Huayou Cobalt, and others [4] Precious Metals - The expectation of interest rate cuts by the Federal Reserve has positively influenced gold prices, with the People's Bank of China continuing to increase gold reserves for nine consecutive months [5] - Silver prices are also rising due to its industrial properties and recovery dynamics [5] - Recommended companies in the precious metals sector include Shandong Gold, Tongguan Gold, and others, with a focus on potential opportunities if gold prices stabilize above $3,500/oz [5]

Group 1 - The precious metals sector experienced an upward trend on August 25, with Hunan Silver hitting the daily limit increase [1] - Other companies in the sector, including Hunan Gold, Zhaojin Gold, Zhongjin Gold, Shandong Gold International, and Shandong Gold, also saw significant gains [1]

Investment Rating - The report maintains a "Buy" rating for the industry, highlighting potential price increases for various metals due to rising demand and favorable macroeconomic conditions [2][4]. Core Views - The report emphasizes that the expectation of interest rate cuts by the Federal Reserve, combined with improving seasonal demand, is likely to drive up industrial metal prices [2][4]. - It identifies specific companies as key investment opportunities, including Zijin Mining, Luoyang Molybdenum, and China Nonferrous Mining, among others [2][4]. Summary by Sections Industrial Metals - The report notes that the SMM import copper concentrate index decreased by $3.47 per ton week-on-week, indicating stable demand with downstream purchases primarily driven by necessity [2]. - Aluminum production has slightly increased due to the commissioning of replacement capacity, and companies are beginning to stockpile for the upcoming peak season [2]. - Domestic electrolytic aluminum social inventory stands at 596,000 tons, with a weekly reduction of 11,000 tons [2]. Energy Metals - Cobalt supply continues to decrease, leading to expectations of a significant price increase, while lithium prices are expected to remain strong due to market dynamics [3]. - The report highlights that cobalt prices are likely to rise as domestic inventory continues to deplete [3]. - Nickel prices are also expected to increase due to low supply and rising demand from precursor manufacturers [3]. Precious Metals - The report indicates that the Federal Reserve's comments have bolstered expectations for interest rate cuts, which is likely to support gold prices [4]. - The People's Bank of China has increased its gold holdings for nine consecutive months, further supporting the bullish outlook for gold [4]. - The report suggests that if gold prices stabilize above $3,500 per ounce, it could present a significant investment opportunity [4]. Key Company Earnings Forecasts, Valuations, and Ratings - Zijin Mining: EPS forecast for 2024A is 1.21 CNY, with a PE ratio of 17, rated as "Buy" [4]. - Luoyang Molybdenum: EPS forecast for 2024A is 0.63 CNY, with a PE ratio of 18, rated as "Buy" [4]. - China Nonferrous Mining: EPS forecast for 2024A is 0.77 CNY, with a PE ratio of 11, rated as "Buy" [4].

该基金股票持仓前十分别为：中国太保、上海银行、农业银行、杭州银行、江苏银行、南京银行、江苏 金租、福建高速、东吴证券、中金黄金。前十持仓占比合计40.19%。 来源：金融界 金融界2025年8月24日消息，华安国企改革主题灵活配置混合A(001445) 最新净值2.7230元，该基金近一 周收益率0.78%，近3个月收益率5.18%，今年来收益率-0.95%。 华安国企改革主题灵活配置混合A基金成立于2015年6月29日，基金经理关鹏，截至2025年6月30日，华 安国企改革主题灵活配置混合A规模3.55亿元。 ...

Investment Rating - The industry rating is "Recommended" [4] Core Views - The dovish remarks from Powell have increased expectations for a rate cut in September, benefiting the prices of precious and base metals [3][41] - The market is beginning to price in the likelihood of a rate cut, with a significant increase in the probability of a September cut to 91.1% following Powell's comments [3][41] - Long-term concerns regarding global monetary policy and debt are expected to support gold prices, with the passage of the "Big and Beautiful" act projected to increase the US fiscal deficit by $3.4 trillion [3][15] Summary by Sections Precious Metals - Gold prices increased by 1.05% to $3,417.20 per ounce, while silver rose by 2.26% to $38.88 per ounce [1][24] - SPDR Gold ETF holdings decreased by 276,237.73 troy ounces, while SLV Silver ETF holdings increased by 6,992,897.80 ounces [24] - The gold-silver ratio fell by 1.19% to 87.89, indicating a potential recovery in silver prices due to increased industrial demand [1][43] Base Metals - Copper prices rose by 0.37% to $9,796.50 per ton on the LME, while aluminum increased by 0.73% to $2,622.00 per ton [6][48] - Supply disruptions from overseas mines continue to tighten raw material availability, with Peru's copper production increasing by 7.1% year-on-year [7][68] - The market anticipates a cautious improvement in consumption as the traditional peak season approaches [7][70] Small Metals - Magnesium prices remain stable at 18,920 yuan per ton, with tight inventory levels among producers [81] - Molybdenum prices have shown positive trends, with molybdenum iron prices rising by 3.60% to 287,500 yuan per ton [14][82] - The demand for molybdenum is expected to remain strong, supported by tight supply conditions [14][82]

证券之星消息，8月21日，中金黄金（600489）融资买入1.52亿元，融资偿还1.54亿元，融资净卖出150.68万元，融资余额22.79亿元。 | 交易日 | 融资净买入 (元) 融资余额 (元) | | 占流通市值比 | | --- | --- | --- | --- | | 2025-08-21 | -150.68万 | 22.79亿 | 3.24% | | 2025-08-20 | 2485.20万 | 22.80亿 | 3.26% | | 2025-08-19 | -958.31万 | 22.55亿 | 3.24% | | 2025-08-18 | 2710.51万 | 22.65亿 | 3.22% | | 2025-08-15 | 4431.85万 | 22.38亿 | 3.16% | 融资融券余额22.86亿元，较昨日下滑0.04%。 | 交易日 | 两融余额(元) | 余额变动(元) | 变动幅度 | | --- | --- | --- | --- | | 2025-08-21 | 22.86亿 | -84.43万 | -0.04% | | 2025-08-20 | 22.87亿 | 252 ...

Core Viewpoint - The successful completion of the 220 kV power transmission project by State Grid Panjin Power Supply Company provides stable and reliable power support for the Huajin Amoco Petrochemical Co., Ltd. project, significantly accelerating its construction progress [1][2] Group 1: Project Overview - The total investment for the Huajin Amoco fine chemical and raw material project is 83.7 billion yuan, with an overall construction progress of 77% completed to date [1] - The 220 kV power transmission project is a critical power source for the major project, facilitating equipment debugging before production [1] Group 2: Operational Details - The power line for the 220 kV project is supplied from the chemical 220 kV substation of State Grid Panjin Power Supply Company, utilizing the Huajin No. 1 and No. 2 lines [1] - Prior to the power transmission, the supply staff meticulously verified operational equipment and processes to ensure accuracy and safety [1] - During the power transmission, staff adhered to strict risk management protocols, completing 230 operational steps and conducting infrared temperature checks post-transmission to ensure no overheating issues [1] Group 3: Company Initiatives - State Grid Panjin Power Supply Company emphasizes a "fast service, early power supply" philosophy, aiming to enhance the speed of project connections [2] - The company addresses challenges in the connection process by coordinating various professional teams to streamline workflows and ensure seamless integration [2] - Investments in surrounding power grid infrastructure have been increased to solidify the power supply foundation, with a focus on supporting upstream and downstream industries [2] - The company has implemented several key grid projects, such as the transformation of the chemical 220 kV substation and the 500 kV Liao Bin substation, significantly improving the reliability and capacity of the regional power grid [2]