Market Overview - On October 10, the precious metals sector fell by 4.22% compared to the previous trading day, with Western Gold leading the decline [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Individual Stock Performance - Notable stock performances include: - Zhaojin Mining (000506) rose by 7.28% to close at 12.82, with a trading volume of 1.0659 million shares and a turnover of 1.308 billion [1] - Western Gold (601069) fell by 9.06% to close at 29.91, with a trading volume of 455,900 shares and a turnover of 1.384 billion [2] - Other significant declines include: - Chifeng Jilong Gold Mining (600988) down 6.98% to 29.86 [2] - Shandong Gold (600547) down 4.65% to 41.25 [2] Capital Flow Analysis - The precious metals sector experienced a net outflow of 971 million yuan from institutional investors, while retail investors saw a net inflow of 552 million yuan [2][3] - Key capital flows for selected stocks include: - Shandong Gold had a net outflow of 14.34 million yuan from institutional investors, with a net inflow of 67.12 million yuan from retail investors [3] - Zhaojin Mining saw a net outflow of 80.70 million yuan from institutional investors, but a net inflow of 101 million yuan from retail investors [3]

随着纽约期金与现货黄金双双突破4000美元/盎司关口，创下历史新高，市场对国庆节后国内金市开盘 表现高度关注。 10月9日，A股黄金概念板块表现强势。盘中，山东黄金、中金黄金、招金黄金、西部黄金、西部矿业 等10余股涨停。截至收盘，黄金股票ETF（159321.SZ）、黄金股ETF基金（159315.SZ）双双涨停，涨 幅分别为10.03%、10.01%。黄金ETF（518880.SH）上涨4.68%。 展望后市，多家机构认为，黄金仍存上涨行情。对于普通投资者而言，如何在黄金与黄金股之间做出选 择？ 中经记者 郝亚娟 夏欣 上海、北京报道 工银瑞信基金方面指出，据媒体报道，我国央行正与多个友好国家央行协商，计划在中国境内为其他国 家托管主权黄金储备。在当前美联储独立性面临危机、通胀预期抬升以及滥发美债导致美元信用受损的 背景下，这表明中国政府继续看好黄金价值，并期待逐步摆脱对美元储备的依赖，全球央行多元化的国 际储备体系对黄金需求或仍将扩张。 星展中国高级投资策略师邓志坚指出，从整体来看，一些黄金相关股票的涨幅其实已经相当可观。当前 金价虽处于高位，但进一步上升的空间可能相对有限。对于普通投资者而言，若以稳健 ...

来源：市场资讯 （来源：有色龙头159876） 10月10日，截至11时06分，有色龙头ETF盘中表现疲软，场内价格现跌3.1%，成交额为1.21亿元，基金 最新规模为4.83亿元。 西部证券指出，稀土出口管制政策持续强化，新增对二次资源回收利用的管控，预计2025年二次回收供 给占比将达27%，供给端已完全管控，难以出现突发增量；技术出口限制切断海外企业通过中国技术人 员扩产的可能。政策全面管控下，稀土供给端扰动频发，金属板块有望实现多重共振。 申万宏源证券指出，有色金属行业景气度维持高位，工业金属方面，9月世界铜矿巨头因印尼矿山安全 事件部分停产，供给约束预期叠加弱美元环境，铜铝等工业金属价格延续上行。稀土方面，商务部对稀 土相关技术实施出口管制，供给政策继续收紧，价格延续强势。 有色龙头ETF（$华宝中证有色金属ETF$）被动跟踪中证有色指数，该指数前十大权重股分别为紫金矿 业、北方稀土、洛阳钼业、华友钴业、山东黄金、赣锋锂业、中国铝业、中金黄金、赤峰黄金、天齐锂 业。 数据来源于沪深交易所、公开资料等。 风险提示：以上产品由基金管理人发行与管理，代销机构不承担产品的投资、兑付和风险管理责任。投 资人应 ...

Core Viewpoint - Recent significant increases in gold and silver prices, with spot gold briefly surpassing $4050 per ounce [1] Group 1: Market Analysis - Guosen Securities indicates that the support system for the gold market remains solid, driven by long-term factors such as global monetary credit system restructuring, de-dollarization trends, continuous central bank gold purchases, and structural supply-demand imbalances [1] - The long-term bullish trend for gold is expected to continue over the next 2-3 years due to the stability of the support system [1] Group 2: Investment Recommendations - Minsheng Securities highlights the central bank's gold purchases and weakening dollar credit as key themes, maintaining a positive outlook on gold prices and suggesting opportunities for right-side positioning in the gold sector [1] - Recommended stocks include Western Gold, Shandong Gold, Zhaojin Mining, Zhongjin Gold, Chifeng Gold, Tongguan Gold, Wanguo Gold Group, Shanjin International, and Hunan Gold, with additional attention to China National Gold International and Lingbao Gold [1] - Silver stocks recommended include Xingye Silver Tin and Shengda Resources [1]

国庆中秋假期期间 国际金价和国内各品牌 金饰价格持续上涨 节后第一天，A股黄金股集体大涨 有品牌金饰价格1170元/克 10月9日，黄金概念股开盘大涨，多只个股涨停或涨幅超7%。 | 资料 | 成分 | 资讯 | 相关基金 | 月度收益 | | | --- | --- | --- | --- | --- | --- | | 名称 | | 现价 | 涨跌幅 ◆ | 涨速 | li | | 西部章全 | | 32.89 | 10.00% | 0.00% | | | 601069.SH | | | | | | | 四川黄金 | | 30.48 | 10.00% | 0.00% | | | 001337.SZ | | | | | | | 中金黄金 | | 24.12 | 9.99% | 0.00% | | | 600489.SH | | | | | | | 山东黄金 | | 43.26 | 9.99% | 0.00% | | | 600547.SH | | | | | | | 茶等贴,不 | | 32.38 | 9.99% | 0.03% | | | 601899.SH | | | | | | | 豫光金铅 | | ...

165 r 8 200 F 29 11 1 - 314 3 资料图/IC "刚刚又涨了1毛钱。" 10月9日，北京菜市口百货投资金条售价911.5元/克，一名女顾客在3块不同款式的100克投资金条中选中一块。售货员背过身去准备打包计算价格，几分钟时 间又转头告诉顾客，金条价格需要重新计算。 "淘金热"仍在继续，菜市口百货大楼里顾客络绎不绝。 10月9日，贝壳财经记者走访时，不少顾客在一楼柜台前选购金饰。一名菜百工作人员称，"今天人相对少了一点，国庆假期人更多。"菜百首饰今日（10月9 日）足金报1118元/克，足金999‰报1120元/克。 商场四层更为热闹，在投资金条的售卖柜台，金条克重从5克到500克不等，即使购买最小克重的5克金条，也需要花费4500多元。根据投资金条款式不同， 收取12-18元/克的手续费。 目前，针对金条，菜百以投资基础金价减3.8元/克回收。金价创下历史新高，黄金回购处只有零星顾客，回购处工作人员透露，"今日来回收黄金的人比前几 天少了。" 陈雪也讲起了自己的投资经，购买金条更适合长期持有，自己更青睐购入黄金类ETF快进快出。 黄金ETF正在强势镀金。Wind数据显示，10月9日， ...

国庆假期 国际金价和国内各品牌 金饰价格持续上涨 10月9日 节后第一天A股黄金股集体大涨 国内品牌金饰克价 最高上涨至1170元 周大福10月9日金价。 | 周生生 | 黄金价格 | 1170 | 1 | 2025-10-09 | | --- | --- | --- | --- | --- | | 周生生 | 黄金价格 | 1165 | ↑ | 2025-10-08 | | 周生生 | 黄金价格 | 1157 | ↑ | 2025-10-07 | | 周生生 | 黄金价格 | 1141 | ↑ | 2025-10-06 | | 周生生 | 黄金价格 | 1132 | - | 2025-10-05 | | 周生生 | 黄金价格 | 1132 | 1 | 2025-10-04 | | 周生生 | 黄金价格 | 1129 | | 2025-10-03 | | 周生生 | 黄金价格 | 1129 | + | 2025-10-02 | | 周生生 | 黄金价格 | 1130 | 1 | 2025-10-01 | | 周生生 | 黄金价格 | 1125 | 个 | 2025-09-30 | 周生生金价近期走势。 10月 ...

Core Insights - Gold prices have surged significantly since late August, reaching a historic high of $4,059.31 per ounce on October 9, 2023, marking an increase of nearly 55% since the beginning of 2025 [1][2] - The rise in gold prices is attributed to several factors, including U.S. government shutdown fears, ongoing expectations of interest rate cuts by the Federal Reserve, and geopolitical tensions [2][5] - The performance of gold-related stocks has been robust, with several companies in the sector experiencing significant stock price increases, driven by rising gold prices and improved earnings [3][4] Gold Price Surge - Analysts categorize the gold price increase into two phases: the first from mid-January to mid-April due to rising safe-haven demand, and the second starting in late August following the Jackson Hole meeting, driven by rate cut expectations and European debt crisis concerns [1][2] - The Shanghai Gold Exchange reported a peak price of 918.8 yuan per gram on October 9, 2023, reflecting the domestic market's response to international trends [1] Market Dynamics - Central banks globally have continued to purchase gold, with a net addition of 166 tons in Q2 2023, led by Poland's 29-ton increase [4] - The domestic gold ETF market has expanded significantly, with a total scale of 169.485 billion yuan by the end of September, showing a growth of over 140% since the beginning of the year [4] Investment Trends - The demand for gold is shifting from central banks to private investors, driven by lower opportunity costs due to expected rate cuts and rising geopolitical risks [5][6] - The current allocation of gold in global financial markets remains low compared to equities and bonds, indicating potential for increased investment in gold [5] Long-term Outlook - Analysts maintain a positive long-term outlook for gold prices, supported by macroeconomic factors such as liquidity expansion from rate cuts and ongoing geopolitical risks [6][7] - The focus for future price movements will be on U.S. government actions and economic data releases, which could influence market expectations [6][7]

Group 1 - The core transaction of Zhongjin Gold on October 9 involved a block trade of 248,700 shares, amounting to 5.9986 million yuan, with a transaction price of 24.12 yuan per share [2][3] - The buyer of the block trade was China International Capital Corporation's Beijing Jian Guo Men Wai Securities Branch, while the seller was Ping An Securities' Shenzhen Jin Tian Road Securities Branch [2][3] - In the last three months, Zhongjin Gold has recorded a total of 12 block trades, with a cumulative transaction amount of 69.558 million yuan [2] Group 2 - The closing price of Zhongjin Gold on the day of the transaction was 24.12 yuan, reflecting a 9.99% increase, with a daily turnover rate of 2.93% and a total trading volume of 3.393 billion yuan [2] - Over the past five days, the stock has increased by 17.60%, with a total net inflow of funds amounting to 325 million yuan [2] - The latest margin financing balance for Zhongjin Gold is 2.867 billion yuan, which has increased by 270 million yuan over the past five days, representing a growth rate of 10.40% [3]

10月9日，中金黄金大宗交易成交24.87万股，成交额599.86万元，占当日总成交额的0.18%，成交价24.12元，较市场收盘价24.12元持平。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | | 2025-10-09 | 中金黄金 | 600489 | 24.12 599.86 | 24.87 | 中國國际金貴獎倫 | 平安证券股份有限 公司深圳金田路证 | ...