港股老铺黄金午后继续走弱，跌逾9%，股价创出阶段新低。赤峰黄金跌逾4%。 ...

有色金属行业财务总监薪酬处于较高水平，有近30家上市公司的财务薪酬超百万，甚至有8家上市公司 财务总监薪酬超出200万，分别为天齐锂业、中国铝业、厦门钨业、中金岭南、赤峰黄金、焦作万方、 紫金矿业、华友钴业，这些上市公司分别给财务总监支付年薪215.19万元、237.2万元、257.89万元、 264.12万元、340.46万元、411.29万元、445.38万元、558.11万元。 | 公司名称 | 2024年董秘年薪超200万上市公司 董秘姓名 | 眼务 | 年薪 | | --- | --- | --- | --- | | 天齐锂业 | 邹军 | 董事,副总经理,财务总监 | 2151900 | | 中国铝业 | 葛小营 | 盖事会秘书,财务总监, | 2372000 | | 直门锅业 | 钟炳贤 | 副总经理,财务总监 | 2578900 | | 中金岭南 | 潘文皓 | 董事,副总经理,战略委员会成 员,总经理,财务总监代董事会 秘书 | 2641200 | | 赤峰黄金 | 黄学斌 | 副总经理,财务总监 | 3404600 | | 焦作万方 | 焦纪芳 | 副总经理,财务总监 | 4112900 ...

Group 1 - Hong Kong gold stocks are experiencing a decline, with Tongguan Gold falling over 8% for six consecutive days, and other companies like Zijin Mining, Lingbao Gold, Shandong Gold, and China Silver Group dropping over 4% [1] - The night session saw spot gold prices drop, briefly falling below $3,270 per ounce, with a nearly 2% decline during trading [3] - Chinese investors are shifting funds from gold ETFs to domestic stocks, with a record net outflow of approximately 3.2 billion yuan from four major domestic gold ETFs in July [3] Group 2 - The outflow of funds is primarily driven by individual investors, as gold has been trading within a narrow range, leading to decreased enthusiasm for gold investments [3] - Morgan Stanley indicates that the key to gold price increases lies in ETF inflows, which depend on the Federal Reserve meeting interest rate cut expectations and pushing down U.S. real yields [3] - In an optimistic scenario, gold prices are projected to reach a target of $3,675 per ounce by the end of the year, with expectations of hitting $4,000 per ounce by early next year [3]

Group 1 - The core viewpoint of the article highlights a significant decline in Hong Kong gold stocks, with notable drops in companies such as Tongguan Gold, which fell over 9%, and Zijin Mining, which dropped over 5% [1] - The article reports that the spot gold price fell below $3,270 per ounce, experiencing a nearly 2% drop during trading, although there was a slight recovery in the Asian morning session [1] - Data compiled by Bloomberg indicates that Chinese investors are shifting funds from gold ETFs to domestic stocks, with a record net outflow of approximately 3.2 billion RMB from four major domestic gold ETFs in July [1] Group 2 - The outflow of funds from gold ETFs is primarily driven by individual investors, as enthusiasm for gold has waned due to its trading within a narrow range, while the domestic stock market has been rising [1] - The article lists the latest prices and percentage changes for various gold stocks, with notable declines including Tongguan Gold at -9.18% and Zijin Mining at -5.16% [1]

山东黄金 赤峰黄金 紫金矿业 山东黄金 赤峰黄金 紫金矿业 分时图 日K线 周K线 月K线 35.94 2.58 7.73% 8.36% 5.58% 2.79% 0.00% 2.79% 5.58% 8.36% 30.57 31.50 32.43 33.36 34.29 35.22 36.15 09:30 10:30 11:30/13:00 14:00 15:00 0 112万 225万 337万 黄金股早盘全线下挫，截至发稿，潼关黄金(00340)跌9.18%，报1.78港元；紫金矿业（601899）(02899) 跌5.16%，报21.15港元；灵宝黄金(03330)跌4.89%，报10.12港元；赤峰黄金（600988）(06693)跌 4.23%，报22.65港元；山东黄金（600547）(01787)跌3.75%，报24.4港元。 消息面上，隔夜现货黄金大跌超1.5%，失守3280美元/盎司。当地时间7月30日，美国联邦储备委员会结 束为期两天的货币政策会议，宣布将联邦基金利率目标区间维持在4.25%至4.50%之间不变。鲍威尔在 最新一轮货币政策会议后的新闻发布会上表示，美联储尚未就9月利率做出任何 ...

A股贵金属板块多股低开，湖南白银跌超3%，西部黄金跌超2%，赤峰黄金、山金国际等跟跌。 ...

Core Viewpoint - The report from Lianhe Securities on July 30 recommends a "buy" rating for Chifeng Gold (600988.SH) based on its strong operational capabilities and favorable market conditions for gold in the upcoming quarters [2] Group 1: Company Operations - Chifeng Gold manages and operates four gold mines domestically, which forms the foundation of its gold supply system [2] - The company also manages and operates two gold mines internationally, representing a strategic attempt at internationalization [2] Group 2: Resource and Cost Management - The company possesses excellent resource endowments and demonstrates outstanding cost control capabilities [2] Group 3: Market Outlook - Although short-term gold prices may face pressure, the expected downside is limited, with potential upward opportunities in the fourth quarter driven by anticipated liquidity easing from a shift in the Federal Reserve's monetary policy [2]

格隆汇7月30日｜联储证券研报指出，赤峰黄金主要在全球范围内从事黄金的采选和销售业务，是我国 最大的民营黄金生产商。境内管理并运营四座贵金属矿山，是公司黄金供应体系基石。五龙金矿和吉隆 撰山子金矿是公司国内金矿产出的核心，矿区黄金年产量稳定，勘探增储成果显著，重点工程建设持续 推进。境外管理并运营两座贵金属矿山，是公司国际化路线的战略尝试。长期来看，《大而美法案》进 一步加剧美国原本沉重的债务负担，对于黄金市场有望接力关税，为金价的长线趋势上行带来潜在机 遇。参考可比公司，结合公司未来发展前景，对其进行首次覆盖，同时给予公司"买入"评级。 ...

Core Viewpoint - Chifeng Jilong Gold Mining Co., Ltd. is recognized as the largest private gold producer in China, with a strong focus on gold mining and sales globally, and has been given a "Buy" rating in a recent research report [1] Group 1: Company Overview - The company operates four precious metal mines domestically, with the Five Dragon Mine and Jilong Shanzizi Mine being the core contributors to its gold output, maintaining stable annual production and significant exploration results [1] - Internationally, the company manages two precious metal mines, with the Saipan Mine being a key player in gold production and the Vasa Mine acquired in 2022 expected to be a major source of future gold increments [1][2] Group 2: Resource and Cost Management - The company possesses excellent resource endowments and outstanding cost control capabilities, with its domestic mines being high-grade deposits that are rare in the domestic gold market, leading to top-tier profitability [2] - The company has a strategic focus on cost control, which has significantly improved its profitability and debt management, laying a solid foundation for future resource expansion and mergers [2] Group 3: Market Outlook - Short-term gold prices may face pressure, but the downside potential is limited, with expected upward momentum in the fourth quarter driven by anticipated liquidity easing from the Federal Reserve's policy shift [3] - The long-term outlook suggests that the U.S. debt burden exacerbated by the "Big and Beautiful Act" could provide potential opportunities for gold prices to trend upward [3] Group 4: Financial Projections - Revenue projections for the company are estimated at 12.205 billion yuan, 14.104 billion yuan, and 15.279 billion yuan for 2025, 2026, and 2027 respectively, with net profits expected to be 3.692 billion yuan, 4.311 billion yuan, and 4.886 billion yuan for the same years [4] - The current market valuation corresponds to price-to-earnings ratios of 13.76, 11.78, and 10.4 for the years 2025, 2026, and 2027, respectively, supporting the "Buy" rating based on future growth prospects [4] Group 5: Analyst Ratings - In the last 90 days, eight institutions have rated the stock, with seven "Buy" ratings and one "Hold" rating, and the average target price among institutions is 40.09 yuan [8]

投资建议：降息预期存在不确定性，短期内铜价在美国关税影响下冲高，但伦敦、上海 等市场可能存在短期供给不足的冲击。建议关注有成长性和增长潜力的工业金属龙头，紫金 矿业（600988.SH）、洛阳钼业（603993.SH）、西部矿业（601168.SH）。 美联储降息预期对主要金属品种价格形成较强支撑，美国铜关税的生效落地短期内可能 对全球不同市场价格产生冲击。维持有色金属行业"推荐"评级。 特朗普施压美联储加快降息，美联储内部对降息节奏产生分歧。近一段时期以来，特朗 普及其内阁成员等多位官员不断对鲍威尔施压，要求美联储尽快降低利率3个百分点，降至 1%左右。近日，特朗普亲自访问美联储，与鲍威尔进行会谈，并声称会谈效果很好，美国 总统亲自访问美联储这一罕见行为引起市场对美联储独立性的担忧。尽管在降息节奏问题 上，议息会议成员内部之间仍面临分歧，多数成员都倾向于观望经济走势和通胀数据，但在 特朗普的压力和声称要解雇鲍威尔的威胁之下，美联储降息似乎只是时间问题，而目前内部 分歧为下一次议息会议增加了不确定性。在降息预期不断加强的背景下，金、铜等金属的金 融属性有望继续增强，下方支撑稳固。 美国铜关税导致全球铜库存转移 ...