消息面上，中美贸易摩擦升级，国际金价续涨，现货黄金升至4074美元/盎司，再创历史新高。现货黄 金年内累涨超55%。 （责任编辑：宋政 HN002） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇10月13日｜A股市场黄金概念股午后进一步拉升，其中，晓程科技(300139)涨超10%，西部黄金 (601069)拉升涨停，合百集团、中国瑞林此前涨停，豫光金铅、招金黄金、鹏欣资源(600490)涨超7%， 中金黄金(600489)涨超5%，白银有色、赤峰黄金(600988)、湖南白银、山东黄金(600547)、四川黄金涨 超4%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300139 | 晓程科技 | 1 | 10.19 | 83.27亿 | 108.29 | | 603257 | 中国 ...

来源：西安晚报 10月13日 现货黄金价格继续冲高 盘中一度突破4060美元/盎司 再创历史新高 | W | 伦敦金现 | | | | | --- | --- | --- | --- | --- | | | SPTAUUSDOZ.IDC | | | | | 4048.840 | 昨结 4017.845 | | 开盘 | 4000.069 | | +30.995 | +0.77% | 总量(kg) 0.00 | 现手 | 0 | | 最高价 | 4060.050 | 持 仓 0 | ター 물 | 0 | | 最低价 | 3994.569 | 壇 0 | 内 豊 | 0 | | સ્ત્ર મથ | モ目 | 日K | 童家 | | | 叠加 | | | 盘口 | | | 4060,050 | | | 1.05% 卖1 4049.140 | 0 | | | | | 买1 4048.840 | 0 | | | | | 10:41 4048.837 | 0 | | | | | 10:41 4048.595 | 0 | | 4017.845 | | | 0.00% 10:41 4048.840 | 0 | | | | ...

格隆汇10月13日｜A股市场黄金概念股午后进一步拉升，其中，晓程科技涨超10%，西部黄金拉升涨 停，合百集团、中国瑞林此前涨停，豫光金铅、招金黄金、鹏欣资源涨超7%，中金黄金涨超5%，白银 有色、赤峰黄金、湖南白银、山东黄金、四川黄金涨超4%。 消息面上，中美贸易摩擦升级，国际金价续涨，现货黄金升至4074美元/盎司，再创历史新高。现货黄 金年内累涨超55%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 300139 | 晓程科技 | 1 | 10.19 | 83.27亿 | 108.29 | | 603257 | 中国瑞林 | 1 | 10.01 | 90.49亿 | 271.16 | | 601069 | 西部黄金 | 1 | 10.00 | 300亿 | 188.10 | | 000417 | 合百集团 | 1 | 9.94 | 54.36亿 | 11.37 | | 600531 | 豫光金铅 | | 7.62 | 155亿 | 128.36 | | 000506 | 招金黄金 | | 7. ...

规模方面，黄金股ETF近2周规模增长9.07亿元，实现显著增长，新增规模位居可比基金1/6。 截至2025年10月13日 13:44，中证沪深港黄金产业股票指数(931238)强势上涨2.27%，成分股西部黄金 (601069)上涨10.00%，晓程科技(300139)上涨9.61%，豫光金铅(600531)上涨8.98%，赤峰黄金(600988)， 赤峰黄金(06693)等个股跟涨。 黄金股ETF(517520)上涨2.21%。拉长时间看，截至2025年10月10日，黄金股ETF近2周累计上涨 10.62%，涨幅排名可比基金1/6。 | 序号 | 代码 | 名称 | 现价 | 涨跌幅 ▼ | | --- | --- | --- | --- | --- | | 7 | 601069 | 西部黄金 | 32.90 | 10.00% | | 2 | 300139 | 晓程科技 | 30.23 | 9.61% | | 3 | 600531 | 豫米金铅 | 14.44 | 8.98% | | 4 | 600988 | 赤峰黄金 | 31.66 | 6.03% | | ട | 6693 | 赤峰黄金 | 34.360 ...

10月13日，赤峰黄金涨5.02%，截至发稿，报31.36元/股，成交25.06亿元，换手率4.88%，总市值595.97 亿元。 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。 资料显示，赤峰吉隆黄金矿业股份有限公司位于内蒙古赤峰市红山区学院北路金石明珠写字楼A座9层, 香港湾仔港湾道26号华润大厦19楼1905室，成立日期1998年6月22日，上市日期2004年4月14日，公司主 营业务涉及黄金、有色金属采选及资源综合回收利用业务。主营业务收入构成为：矿产金90.03%，电 解铜3.76%，其他(电子产品拆解)2.38%，锌精粉1.13%，稀土产品0.97%，钼精粉0.72%，铜精粉 0.44%，铅精粉0.37%，其他(补充)0.22%。 责任编辑：小浪快报 从基金十大重仓股角度 诺德天富（005295）基金经理为曾文宏。 截至发稿，曾文宏累计任职时间8年54天，现任基金资产总规模2.8亿元，任职期间最佳基金回报 23.96%， 任职期间最差基金回报4.8%。 数据显 ...

10月13日上午，全球避险情绪升温，伦敦金现货价格再次创造历史，一度升至4060美元/盎司上方。 黄金的强势表现带动A股黄金概念股整体上涨，西部黄金、赤峰黄金等黄金股逆势走强。 高盛、瑞银等海外投行认为，在全球经济不确定性和地缘政治风险的压力下，黄金作为防御性资产的吸引力持续增强。各国央行购金以及黄金ETF的资金 流入，有望持续支撑金价上涨。 金价创纪录飙升 Wind数据显示，截至北京时间10月13日11点33分，伦敦金现货价格涨0.82%，报4050.74美元/盎司，最高报4060.05美元/盎司；COMEX黄金期货价格涨 1.68%，报4067.5美元/盎司，最高报4079.3美元/盎司。 同花顺数据显示，截至A股午间收盘，在金价的强势带动之下，A股黄金股拉升。西部黄金涨逾6%，赤峰黄金涨逾2%，湖南黄金涨逾1%。 Wind数据显示，10月以来，伦敦金现货价格迅速攀升至4000美元/盎司以上，涨幅约5%。 多机构上调黄金价格预测 金价突破4000美元/盎司后未显疲态，震荡上行势头仍在延续。即使今年以来涨幅已超过50%，但众多投资机构却并未因此"恐高"。 桥水基金创始人达利欧在格林威治经济论坛上表示，当前黄 ...

Investment Rating - The industry investment rating is "Outperform the Market" and is maintained [2] Core Views - The report highlights the potential for price increases in copper due to supply disruptions and tariff impacts, suggesting that recent price pullbacks may present good buying opportunities [6] - The report emphasizes the strong performance of precious metals, particularly gold, amid renewed tariff concerns between China and the US, recommending an increased allocation to gold [5] - The report notes significant price increases in cobalt intermediate products, forecasting continued price growth in 2026-2027 due to supply-demand imbalances [7] - The report discusses the tightening supply of rare earths due to new export controls, which may lead to price increases in the domestic market [7] Summary by Sections Industry Overview - The closing index for the industry is at 7554.83, with a 52-week high of 7783.14 and a low of 4280.14 [2] Price Movements - Basic metals saw price increases: LME copper rose by 0.76%, aluminum by 2.20%, zinc by 0.95%, and lead by 1.44%. Precious metals also saw gains, with COMEX gold up by 3.80% and silver by 1.44% [21] Inventory Changes - Global visible inventory changes included an increase of 14,579 tons in copper, a decrease of 4,602 tons in aluminum, and an increase of 17,175 tons in lead [30]

| 代码 | 名称 | | 涨跌幅 V | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | --- | | 02259 | 紫令黄金国际 | 0 | 6.60% | 139.000 | 3720.11亿 | 94.16% | | 00815 | 中国白银集团 | | 5.26% | 0.800 | 21.7亿 | 238.98% | | 06693 | 赤峰黄金 | | 4.48% | 34.020 | 646.52亿 | 151.16% | | 03330 | 灵宝黄金 | | 4.04% | 19.580 | 251.99亿 | 640.79% | | 01815 | 珠峰黄金 | | 3.55% | 1.750 | 21.66 Z | 894.32% | | 01787 | 山东黄金 | | 2.51% | 40.080 | 1847.66亿 | 228.34% | | 02899 | 紫金矿业 | | 2.08% | 34.360 | 9132.05亿 | 152.73% | | 02489 | 集海资源 | | 2.27% | 1 ...

Summary of Key Points Core Viewpoint - As of October 10, the total market financing balance decreased to 2.43 trillion yuan, indicating a reduction in investor activity in the market [1]. Financing Balances - The financing balance for the Shanghai Stock Exchange is 1.23 trillion yuan, down by 256.5 million yuan from the previous trading day - The Shenzhen Stock Exchange's financing balance is 1.19 trillion yuan, down by 93.1 million yuan - The Beijing Stock Exchange's financing balance is 7.47 billion yuan, down by 40.22 million yuan [1]. Individual Stock Performance - On October 10, 1,689 stocks received net financing purchases, with 565 stocks having net purchases exceeding 10 million yuan - 45 stocks had net purchases exceeding 100 million yuan, with Dongfang Caifu leading at 701 million yuan, followed by ZTE Corporation and WuXi AppTec with 623 million yuan and 586 million yuan respectively [1][2]. Industry Analysis - The industries with the highest concentration of stocks receiving net financing purchases over 100 million yuan include electronics, power equipment, and communications, with 11, 6, and 6 stocks respectively [1]. - In terms of board distribution, there are 27 stocks on the main board, 11 on the ChiNext board, and 7 on the Sci-Tech Innovation board that received significant net purchases [1]. Financing Balance to Market Value Ratio - The average ratio of financing balance to circulating market value is 4.55% - Huacan Optoelectronics has the highest ratio at 9.07%, followed by Dongfang Caifu at 8.14%, Heertai at 7.83%, and Canxin Co. at 7.43% [2]. Notable Stock Movements - A detailed list of stocks with significant net purchases on October 10 includes: - Dongfang Caifu: net purchase of 701.46 million yuan, with a market value ratio of 8.14% - ZTE Corporation: net purchase of 623.09 million yuan, with a market value ratio of 5.86% - WuXi AppTec: net purchase of 585.81 million yuan, with a market value ratio of 2.41% [2][3]. Additional Stock Insights - Other notable stocks with significant net purchases include: - Zhongji Xuchuang: 40.99 million yuan, market value ratio of 3.67% - Xinyi Sheng: 37.92 million yuan, market value ratio of 5.77% - Tongfu Microelectronics: 36.99 million yuan, market value ratio of 4.59% [2][3][4]. Overall Market Sentiment - The overall market sentiment appears cautious, as indicated by the decrease in financing balances across major exchanges and the mixed performance of individual stocks [1][2].

证 券 研 究 报 告 有色金属行业周报（20251006-20251010） 黄金避险属性强化，稀土行业管理进一步完 推荐（维持） 善和深化 基本面上，本周五，上期所阴极铜库存 10.97 万吨，环比 9 月 30 日增加 14656 吨， COMEX 库存 339525 吨，环比 9 月 30 日增加 15438 吨；LME 铜库存 13.94 万吨，环比 9 月 30 日减少 4000 吨；本周四，全球社会显性库存 64.5 万 吨，环比 9 月 29 日增加 21627 吨。重点推荐贵金属板块的中金黄金、赤峰黄 金、山金国际、山东黄金，建议关注招金矿业；白银推荐兴业银锡，建议关注 盛达资源。 行业研究 有色金属 2025 年 10 月 12 日 $$\frac{1}{4}\mathbb{E}\mathbb{F}^{2}\left(\frac{1}{2}\mathbb{E}\mathbb{F}^{2}\right)$$ 华创证券研究所 证券分析师：刘岗 邮箱：liugang@hcyjs.com 执业编号：S0360522120002 证券分析师：李梦娇 邮箱：limengjiao@hcyjs.com 执 ...