2025.04. 23 作者 | 一财资讯 贵金属板块重挫，赤峰黄金跌停，四川黄金跌超9%，晓程科技、湖南黄金等大跌。 4月23日，三大股指收盘涨跌不一，沪指跌0.1%，深成指涨0.67%，创业板指涨1.07%。 | 板块名称 | 涨幅量 | 主力金额 | 板块名称 | 涨幅4 | 主力金额 | | --- | --- | --- | --- | --- | --- | | 人形机器人 | +4.58% | +62.847. | 贵金属 | -7.38% | -14.22 Z | | 电机 | +4.32% | +9.50 7. | 黄金概念 | -3.44% | -22.35 乙 | | 汽车零部件 | +3.92% | +43.53 7. | 食品加工制造 | -3.13% | -7.08亿 | | 汽车热管理 | +3.67% | +22.92 7 | 无米 | -2.88% | -8.93 乙 | | 飞行汽车[eVTOL] | +3.54% | +17.51 7. | 别 | -2.86% | -1.62 7. | | 一体化压铸 | +3.48% | +9.08 7. | 粮食概念 | -2.82 ...

Core Viewpoint - The article discusses the significant decline in gold prices both internationally and domestically, leading to a sharp drop in gold-related stocks and ETFs, as well as adjustments in trading regulations by the Shanghai Gold Exchange [1][3][10]. Gold Price Movement - As of April 23, gold prices fell sharply, with spot gold down 1.7% and COMEX gold nearly 2% lower. The main futures contract on the Shanghai Gold Exchange dropped over 3%, falling below 800 CNY per gram [3][4]. - Domestic gold jewelry prices also adjusted downwards, with major brands like Chow Tai Fook and Chow Sang Sang reducing their prices from 1,082 CNY per gram to 1,055 CNY per gram, a decrease of 27 CNY [7]. Impact on Gold Stocks and ETFs - Gold-related stocks experienced significant declines, with companies like Chifeng Jilong Gold Mining and Sichuan Gold seeing drops of 9.20% and 8.16% respectively. Gold ETFs also faced widespread declines [5][6]. - Multiple gold ETFs announced the suspension of subscription and redemption services, citing the need to manage risks associated with recent price volatility [12][13]. Regulatory Adjustments - The Shanghai Gold Exchange announced adjustments to margin levels and price fluctuation limits for various gold and silver contracts, increasing the margin for gold contracts from 12% to 13% and for silver from 15% to 16% [10]. - The exchange emphasized the importance of risk management and urged members to enhance their risk prevention measures [11][14]. Market Sentiment and Risk Awareness - The article highlights a growing concern among financial institutions regarding market volatility, with banks like China Construction Bank issuing warnings to investors about the heightened risks in precious metals trading [14]. - Analysts suggest that the recent fluctuations in gold prices are driven by various market factors, prompting investors to be cautious and manage their positions wisely [16].

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黄金概念股开盘调整 四川黄金等多股跌超5% 智通财经4月23日电，受国际金价回调影响，黄金股开盘走低，四川黄金、西部黄金、湖南黄金、赤峰 黄金、晓程科技、山东黄金跌超5%。 ...

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黄金股大幅低开，四川黄金（001337）跌超8%，西部黄金（601069）、湖南黄金（002155）、明牌珠 宝（002574）、赤峰黄金（600988）跌超6%。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600988 证券简称：赤峰黄金 公告编号：2025-032 赤峰吉隆黄金矿业股份有限公司 2025年4月21日，瀚丰中兴办理了股票质押式回购提前购回交易，本次提前购回交易申请解除股票质押 情况如下： ■ 关于控股股东一致行动人部分股份解除质押的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 赤峰吉隆黄金矿业股份有限公司（以下简称"公司"或"赤峰黄金"）控股股东李金阳女士的一致行动人 烟台瀚丰中兴管理咨询中心（有限合伙）（简称瀚丰中兴）直接持有公司股份51,515,151股，占公司总 股本的2.71%。本次瀚丰中兴所持公司部分股份解除质押后，瀚丰中兴累计质押所持股份9,177,680股， 占其所持有公司股份数量的17.82%，占公司总股本的0.48%。 ● 李金阳女士及其一致行动人瀚丰中兴合计持有公司股份241,925,746股，占公司总股本的12.73%。本次 部分股份解除质押后，李金阳女士及其一致行动人累计质押股份73,077,680股， ...

证券代码：600988 证券简称：赤峰黄金 公告编号：2025-032 公司于 2025 年 4 月 22 日收到控股股东李金阳女士一致行动人瀚丰中兴的通 知，瀚丰中兴将其所持有的部分公司股份办理了解除质押手续。现将具体事项公 告如下。 一、股份解除质押情况 2023 年 12 月 25 日，李金阳女士的一致行动人瀚丰中兴将其持有的 27,533,040 股赤峰黄金股份在广发证券股份有限公司办理了股票质押式回购交 易，详见公司于 2023 年 12 月 28 日披露的《关于控股股东及其一致行动人股份 质押及解除质押的公告》（公告编号：2023-073）。2024 年 12 月 25 日，瀚丰中兴 将上述业务办理了延期交易，延期后的回购交易日为 2025 年 12 月 25 日，质押 股票数量 27,533,040 股保持不变，详见公司于 2024 年 12 月 28 日披露的《关于 控股股东股份质押及解除质押的公告》（公告编号：2024-068）。 赤峰吉隆黄金矿业股份有限公司 关于控股股东一致行动人部分股份解除质押的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对 ...

Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the gold market and related stocks, highlighting the impact of rising gold prices driven by de-dollarization and global economic uncertainties [1][4][5]. Core Insights and Arguments - **Gold Price Surge**: Gold prices have risen significantly, with COMEX and London spot gold prices surpassing $3,400 per ounce, driven by a combination of factors including the decline of the US dollar and increased demand for gold as a safe-haven asset [3][4]. - **Central Bank Activity**: Central banks worldwide are increasing their gold holdings while selling off some dollar assets to hedge against risks associated with the dollar's credit system. This trend is observed in both developed and developing countries [1][5]. - **Retail Investment Demand**: There is a strong willingness among retail investors to purchase gold, with domestic gold ETF holdings increasing significantly in just four months, surpassing the total for the previous year. Major international ETFs like SPDR and GLD are also accumulating gold [1][6]. - **Short-term Price Fluctuations**: While there may be a slight pullback in gold prices due to easing trade tensions, the overall upward trend is expected to continue, with the primary risk being excessive price surges [1][8]. - **Domestic Market Dynamics**: Large funds are increasingly purchasing gold through domestic channels, reflecting a shift from overseas markets. Domestic trading volumes for gold futures and spot transactions are expanding, indicating strong investor demand amid expectations of RMB depreciation [1][9]. Notable Stock Performances - **Gold Stocks Recovery**: Gold stocks have benefited from rising gold prices, with companies like Shandong Gold reaching historical highs in market capitalization (1,500 billion) and other companies like Western Gold and Hunan Gold also performing well [1][10][11]. - **Stock Recommendations**: Based on valuation, market capitalization-to-production ratios, and resource reserves, Hunan Gold and Shandong Gold are recommended for investment. Other companies like Chifeng Gold, Shandong International, and Zijin Mining are also viewed positively [2][16]. Additional Important Insights - **Valuation Metrics**: Current valuations of gold stocks are considered reasonable, with Shandong Gold's P/E ratio around 17-18 times and Hunan Gold at 12-13 times, indicating potential for growth [13][16]. - **Market Sentiment**: The overall sentiment in the gold market remains bullish, supported by central bank purchases and a return of investment demand, which has not been disrupted [16]. - **Emerging Trends**: The significant increase in trading volumes and the shift in large fund purchasing behavior suggest a robust and evolving gold market landscape [9][10].

Group 1 - The Hang Seng Index opened down by 0.43% [1] - The Hang Seng Tech Index opened down by 0.67% [1] - Gold and precious metal stocks opened significantly higher, with Chifeng Jilong Gold Mining (06693.HK) rising nearly 15% [1] - Lingbao Gold Company (03330.HK) opened up over 10% [1]