说起中国黄金产量，谁能想到山东这个农业大省居然稳坐头把交椅，这事儿听着就有点儿出人意料。 按2023年的数据，全国黄金总产量403吨左右，山东一家独大，贡献了165吨多，占了四成还多。 河南跟在后面87吨，江西54吨排第三，甘肃51吨第四，云 南28吨勉强第五。 山东为什么这么猛？它那地质构造特殊，华北地台下头断裂带多，金矿藏得深又富，勘探技术一上去，产量就蹭蹭往上窜。反观南方那些多山的地方，金脉 散乱，挖起来费劲儿，产量自然上不去。 这排名一摆开，就让人琢磨，为什么经济发达的沿海省份反倒没影儿？其实啊，黄金开采靠的是资源禀赋，不是GDP高低。山东这第一，坐了14年不动摇， 背后是几代地质人的汗水堆出来的。 山东的黄金产量为什么总压别人一头？这得从地质说起。华北地台那块儿地壳稳当，郯庐断裂带像条大龙，串起一堆大型金矿床。储量近千吨，品位高，开 采成本低，这优势不是天上掉的。 招远、莱州这些地方，早几年就建起亚洲最大的金矿公司，山东黄金集团年产金上百吨，产业链拉得老长，从挖矿到炼金一条龙。2023年，山东成品金产量 165.49吨，矿产金也占全国大头。 对比河南的87吨，山东几乎是它的两倍。河南靠洛阳和灵宝的矿 ...

Core Points - Shandong Gold Mining Co., Ltd. reported a closing price of 40.51 yuan on October 17, 2025, reflecting a 1.61% increase from the previous trading day, with a total market capitalization of 186.748 billion yuan [1] - The stock opened at 41.08 yuan, reached a high of 42.11 yuan, and a low of 40.00 yuan, with a trading volume of 3.653 billion yuan and a turnover rate of 2.47% [1] - The company's board of directors announced a meeting scheduled for October 29, 2025, to consider and approve the third-quarter performance for the nine months ending September 30, 2025, along with other matters [1] - The announcement was signed by Chairman Han Yaodong and included a list of current board members [1] Company Information - Shandong Gold Mining Co., Ltd. is registered in the People's Republic of China, with its headquarters located in Jinan [1] - The board consists of executive directors, non-executive directors, and independent non-executive directors [1]

Core Viewpoint - The continuous rise in gold prices has led to a "gold rush" in the market, with spot gold prices surpassing $4,300 per ounce, reaching new highs, while gold-related stocks initially surged but later showed signs of divergence in performance [2][3]. Gold Price Movement - On October 17, spot gold prices broke the $4,340 per ounce mark, with COMEX gold futures reaching $4,392 per ounce, reflecting strong market performance [3]. - The gold jewelry concept index rose over 1% in early trading, despite a poor overall market performance, indicating strong investor interest [3]. Stock Performance - Seven gold jewelry concept stocks have seen their prices double this year, with notable performers including Zhaojin Mining (up 269.02%) and Western Gold (up 191.25%) [4][5]. - The total market capitalization of 23 gold jewelry concept stocks is close to 1.5 trillion yuan, with three stocks exceeding 100 billion yuan in market value [5]. Shareholder Actions - There has been a notable trend of major shareholders and executives reducing their holdings, with Western Gold's second-largest shareholder planning to sell up to 18.22 million shares, potentially raising over 6.23 billion yuan [7][8]. - Other companies, such as Sichuan Gold, have also announced plans for significant share reductions due to personal funding needs [8]. Company Performance - In the first half of the year, ten gold jewelry concept stocks reported revenues exceeding 10 billion yuan, with Zijin Mining leading at 167.71 billion yuan [10]. - Nearly 80% of gold jewelry concept stocks saw revenue increases, with five stocks reporting growth rates over 50%, while some companies like Zhou Dashi and Puyuan Co. experienced significant declines in both revenue and net profit [10][11].

香港交易及結算所有限公司及香港聯合交易所有限公司對本通告之內容概不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不 對 因 本 通 告 全部或任何部分內容而產生或因倚賴該等內容而引致之任何損失承擔任何責 任。 SHANDONG GOLD MINING CO., LTD. 山東黃金礦業股份有限公司 （於 中 華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司） （股 份 代 號：1787） 董事會會議通告 山東黃金礦業股份有限公司（「本公司」）董事會（「董事會」）謹 此 宣 佈，本 公 司 將 於二零二五年十月二十九日（星 期 三）舉 行 董 事 會 會 議，藉 以（其 中 包 括）考慮及 批 准 本 公 司 截 至 二 零 二 五 年 九 月 三 十 日 止 九 個 月 之 第 三 季 度 業 績 及 其 發 佈， 以 及 處 理 其 他 事 項。 承董事會命 山東黃金礦業股份有限公司 董事長 韓耀東 中 華 人 民 共 和 國，濟 南 二零二五年十月十七日 於 本 通 告 日 期，本 公 司 執 行 董 事 為 修 國 林 先 生、徐 ...

Core Viewpoint - Shandong Gold (01787.HK) announced that it will hold a board meeting on October 29, 2025, to consider and approve the third-quarter results for the nine months ending September 30, 2025, along with addressing other matters [1] Group 1 - The board meeting is scheduled for October 29, 2025 [1] - The meeting will focus on the approval of the third-quarter performance results [1] - The results will cover the period ending September 30, 2025 [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本通告之內容概不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不 對 因 本 通 告 全部或任何部分內容而產生或因倚賴該等內容而引致之任何損失承擔任何責 任。 董事會會議通告 山東黃金礦業股份有限公司（「本公司」）董事會（「董事會」）謹 此 宣 佈，本 公 司 將 於二零二五年十月二十九日（星 期 三）舉 行 董 事 會 會 議，藉 以（其 中 包 括）考慮及 批 准 本 公 司 截 至 二 零 二 五 年 九 月 三 十 日 止 九 個 月 之 第 三 季 度 業 績 及 其 發 佈， 以 及 處 理 其 他 事 項。 SHANDONG GOLD MINING CO., LTD. 山東黃金礦業股份有限公司 （於 中 華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司） （股 份 代 號：1787） 承董事會命 山東黃金礦業股份有限公司 董事長 韓耀東 中 華 人 民 共 和 國，濟 南 二零二五年十月十七日 於 本 通 告 日 期，本 公 司 執 行 董 事 為 修 國 林 先 生、徐 ...

证券之星消息，10月17日贵金属板块较上一交易日上涨1.35%，湖南白银领涨。当日上证指数报收于 3839.76，下跌1.95%。深证成指报收于12688.94，下跌3.04%。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 | 8.04 | 4.28% | 338.55万 | | 26.90 Z | | 601069 | 西部黄金 | 33.26 | 3.65% | 51.68万 | | 17.39亿 | | 300139 | 晓程科技 | 28.78 | 3.01% | 61.76万 | | 18.03亿 | | 600489 | 中全黄金 | 24.96 | 2.21% | 125.47万 | | 31.40亿 | | 600547 | 山东黄金 | 40.51 | 1.61% | 89.28万 | | 36.53亿 | | 000506 | 招金黄金 | 14.65 | 1.38% | 81.41万 | | 11.7 ...

Group 1 - Shandong Gold Mining Co., Ltd. experienced a stock price increase of 5.04%, reaching 41.88 CNY per share, with a trading volume of 2.514 billion CNY and a turnover rate of 1.69%, resulting in a total market capitalization of 193.064 billion CNY [1] - The company, established on January 31, 2000, and listed on August 28, 2003, primarily engages in gold mining, smelting, and the production and sale of gold and silver products, including standard gold bars and various specifications of investment gold bars [1] - The revenue composition of the company includes: 50.14% from purchased gold, 29.96% from self-produced gold, 9.75% from trading, 7.65% from small gold bars, and 2.50% from other sources [1] Group 2 - Dongwu Fund has one fund heavily invested in Shandong Gold, specifically the Dongwu Allocation Optimization Mixed A (582003), which held 76,700 shares in the second quarter, accounting for 5.05% of the fund's net value, ranking as the eighth largest holding [2] - The fund has achieved a year-to-date return of 63.1%, ranking 329 out of 8160 in its category, and a one-year return of 63.37%, ranking 589 out of 8021 [2] - The fund manager, Zhou Jian, has a tenure of 13 years and 171 days, with the fund's total asset size at 17.4 million CNY and a best return of 143.97% during his tenure [3]

有色ETF基金（159880）业绩比较基准为国证有色金属行业指数收益率，管理人为鹏华基金管理有限公 司，基金经理为闫冬，成立（2021-03-08）以来回报为74.03%，近一个月回报为12.76%。 来源：新浪基金∞工作室 10月17日，有色ETF基金（159880）开盘涨0.63%，报1.754元。有色ETF基金（159880）重仓股方面， 紫金矿业开盘涨2.13%，洛阳钼业涨0.19%，北方稀土涨0.02%，中国铝业涨1.40%，山东黄金涨3.03%， 华友钴业涨0.26%，中金黄金涨3.28%，赣锋锂业涨0.06%，赤峰黄金涨4.08%，云铝股份涨1.59%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 ...

Core Viewpoint - The traditional metal resources are becoming a new lifeline amid the technological wave and energy transition, with challenges in supply for non-ferrous metals and emerging demand potentially marking a long-term turning point for the sector [2]. Group 1: Tin Market Insights - Minmetals Securities is optimistic about tin prices, forecasting an average annual growth rate of 44.5% in tin consumption for AI servers from 2025 to 2030, driven by significantly higher tin usage compared to traditional servers [5]. Group 2: Precious Metals Outlook - Shenwan Hongyuan suggests that the precious metals sector is likely to continue its recovery, with current valuations at the lower end of historical averages. They recommend focusing on companies like Shandong Gold, Zhaojin Mining, and others, while noting that the gold-silver ratio is currently high and may converge in the future [6]. Group 3: Copper Investment Opportunities - Guolian Minsheng highlights long-term supply constraints in copper due to insufficient capital expenditure in mining, which, combined with expectations of Federal Reserve rate cuts, could catalyze a new upward cycle in copper prices. Recommended companies include Zijin Mining and Luoyang Molybdenum [7]. Group 4: Cobalt Market Dynamics - CITIC Construction emphasizes the strategic opportunity in cobalt, noting that new export quotas from the Democratic Republic of Congo will reduce cobalt exports by over 100,000 tons in the next two years, leading to an estimated market shortage of about 30,000 tons in 2024 [8]. Group 5: Overall Non-Ferrous Metals Investment Space - HSBC Jintrust Fund indicates that there remains investment space in the non-ferrous metals sector, primarily due to further expected rate cuts by the Federal Reserve, which could drive prices up. The current valuation of the non-ferrous sector in Hong Kong is seen as advantageous compared to A-shares [9].