截至9月30日，西部黄金股东户数7.94万，较上期增加62.53%；人均流通股11167股，较上期减少 20.19%。2025年1月-9月，西部黄金实现营业收入104.04亿元，同比增长106.21%；归母净利润2.96亿 元，同比增长130.22%。 分红方面，西部黄金A股上市后累计派现2.47亿元。近三年，累计派现9940.96万元。 机构持仓方面，截止2025年9月30日，西部黄金十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股839.89万股，相比上期增加278.19万股。前海开源金银珠宝混合A（001302）位居第五大 流通股东，持股807.32万股，相比上期增加78.88万股。黄金股ETF（517520）位居第八大流通股东，持 股451.93万股，为新进股东。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 2月25日，西部黄金跌0.47%，成交额12.37亿元。两融数据显示，当日西部黄金获融资买入额9936 ...

大河财立方消息，2月24日，马年春节后A股首个交易日，上证指数收涨0.87%，深证成指收涨1.36%，科创综指 飘绿0.61%，创业板指收涨0.99%。全市场单日成交额2.22万亿元，超4000只个股飘红，111只个股涨停。 贵金属板块表现活跃，湖南白银、盛达资源、四川黄金涨停，晓程科技涨超15%，西部黄金、招金黄金、赤峰 黄金等跟涨。 光模块CPO指数涨超4%，巨头"易中天"全天成交额均破百亿，再度占据市场前三，中际旭创成交额为196.93亿 元，新易盛成交额为173.26亿元，天孚通信成交额为126.33亿元。 影视板块持续调整， 光线传媒 、中国电影、金逸影视、横店影视、博纳影业跌停，万达电影、上海电影、欢瑞 世纪等跟跌。 上个马年沪指涨近60%！新年新福利来了，炒股排面要拉满，新号启幸运>> 上个马年沪指涨近60%！新年新福利来了，炒股排面要拉满，新号启幸运>> 大河财立方消息，2月24日，马年春节后A股首个交易日，上证指数收涨0.87%，深证成指收涨1.36%，科创综指 飘绿0.61%，创业板指收涨0.99%。全市场单日成交额2.22万亿元，超4000只个股飘红，111只个股涨停。 板块上来看，美伊 ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300139 | 晓程科技 | 1 | 12.91 | 177亿 | 112.29 | | 603077 | 和邦生物 | 1 | 10.08 | 231亿 | 15.93 | | 601212 | 日银有色 | 1 | 9.93 | 771亿 | 77.95 | | 002716 | 湖南白银 | 1 | 9.65 | 423亿 | 116.76 | | 001337 | 四川黄金 | | 8.38 | 210亿 | 79.11 | | 000603 | 盛达资源 | 1 | 8.21 | 337亿 | 57.98 | | 600531 | 豫光金铅 | 1 | 7.58 | 211亿 | 48.60 | | 601969 | 母国外业 | 1 | 6.88 | 236亿 | -0.59 | | 000506 | 招我黄金 | | 6.87 | 191亿 | 57.20 | | 301500 | 飞南资源 | | 6.77 | 115亿 | 30.59 ...

贵金属概念快速拉升，晓程科技涨超13%，湖南白银涨停，四川黄金涨超9%，招金黄金涨超7%，西部 黄金涨超6%，湖南黄金、赤峰黄金、中金黄金涨超5%，恒邦股份、山金黄金、山东黄金涨超4%。消息 面上，早盘现货黄金向上突破5200美元/盎司，为1月30日以来首次，日内涨近2%。此外，上期所沪银 主力合约一度涨13%，报22366元/千克。 宏源期货分析指出，美国部分经济与就业数据表现良好，部分美联储官员担忧通胀反弹，使美联储降息 预期时点推迟至7月；美国持续威胁军事打击伊朗以促其在核问题谈判中妥协，美乌与俄罗斯之间和平 协议谈判取得部分进展且开始触及领土问题，地缘政治风险此起彼伏引发避险需求；美国最高法院裁定 特朗普政府部分关税措施违法，但随后特朗普政府依据其他法律条款推出新的关税措施，引发美国对外 贸易政策不确定性担忧；候任美联储主席凯文·沃什或降息易缩表难，财政部长贝森特表示美联储或不 会迅速缩表，叠加多国央行持续购买黄金，中长期或支撑贵金属价格。 光大期货分析称，春节期间，外盘贵金属行情可分为两个阶段。上半场，市场沉浸在对美联储政策转向 的重新定价之中。美国1月非农就业数据的意外强劲与CPI数据显示的通胀粘 ...

扬子晚报网2月24日讯（记者 范晓林）今天是马年首个交易日，A股沪指高开1.15%，深成指高开1.52%，创业板指高开1.70%，贵金属、油气、算力等板 块指数涨幅居前。 趋势顶底 分时 | 页展 09:38 4 暗盘资金 涨停揭秘 开盘后，贵金属概念快速拉升，晓程科技涨超13%，湖南白银逼近涨停，四川黄金、湖南黄金、盛达资源、兴业银锡、招金黄金、赤峰黄金跟涨。消息面 上，现货黄金向上触及5200美元/盎司，为1月30日以来首次，日内涨近2%。此外，上期所沪银主力合约一度涨13%，报22366元/千克。 .Il 5G C 贵金属 6082.57 +369.21 +6.46% | 成分股 | 资金 | 分析 | 资讯 | 基金 盘口 | | | --- | --- | --- | --- | --- | --- | | 设置 ◎ 分析 ○ | | | 最新 ◆ | 幅度 ◆ | 流通市值 ◆ | | 晓程科技 | | | 64.19 | 12.46% | 149.99亿 | | 300139 | | | | | | | 湖南白银 | | | 15.05 | 10.01% | 349.89亿 | | 002716 ...

Core Viewpoint - The gold resource sector is experiencing significant developments, including company restructuring, policy support, performance growth, and overseas expansion [2]. Company Restructuring - Hunan Gold (002155) will be suspended from trading starting January 12, 2026, to plan a share issuance for acquiring 100% stakes in Tianyue Mining and Zhongnan Smelting, aiming to integrate gold resources and smelting capacity. This restructuring coincides with international gold prices surpassing $4,600 per ounce, seen as a key move for resource expansion [3]. Industry Policy and Environment - The new Mineral Resources Law, effective July 1, 2025, simplifies the process of converting exploration rights to mining rights, providing a "fast track" for gold mining companies and reducing regulatory uncertainty. Additionally, a joint implementation plan for high-quality development in the gold industry focuses on deep mining technology and green mine construction, offering policy support for the sector [4]. Performance and Operating Conditions - In 2025, international gold prices increased by over 70%, leading to significant profit growth for several gold companies. For instance, Shandong Gold (600547) reported a 102.98% year-on-year increase in net profit for the first half of 2025, while Western Gold (601069) saw a 131.94% increase, primarily benefiting from rising gold prices and production boosts. Zijin Mining (601899) expects a net profit of 51 to 52 billion yuan in 2025, representing a year-on-year growth of 59% to 62% [5]. Company Project Advancements - Companies like Zijin Mining, Luoyang Molybdenum (603993), and Jiangxi Copper (600362) are accelerating overseas gold mine acquisitions. Zijin Mining has completed acquisitions of the Akyem gold mine in Ghana and the Raygorodok project in Kazakhstan, while Luoyang Molybdenum is set to finalize a Brazilian gold mine deal by January 23, 2026. Collectively, these companies have invested over 66 billion yuan to expand their resource reserves [6]. Institutional Perspectives - Major institutions such as JPMorgan and Goldman Sachs have raised their gold price targets for 2026, with JPMorgan predicting prices could approach $5,000 per ounce and Goldman Sachs increasing its year-end target to $5,400 per ounce, driven by central bank gold purchases and expectations of Federal Reserve interest rate cuts [7].

Recent Events - Hunan Gold (002155) is suspended due to planning a major asset restructuring, intending to acquire 100% equity of Tianyue Mining and Zhongnan Smelting from its controlling shareholder to integrate gold mining resources and smelting capacity [2] - Zijin Mining (601899) is deepening its overseas layout, with its subsidiary Zijin Gold International set to complete the acquisition of the Akyem gold mine in Ghana by 2025 and plans to spin off in Hong Kong by September 2025; the company will continue to pursue gold mine acquisitions in Africa to increase gold production [2] - Jiangxi Copper (600362) announced plans to acquire 100% of SolGold, which includes the Cascabel copper-gold project in Ecuador [2] Industry Policies and Environment - The new Mineral Resources Law will take effect in July 2025, simplifying the process of converting exploration rights to mining rights, potentially accelerating domestic gold resource development [3] - A high-quality development implementation plan for the gold industry will be jointly issued by nine departments in 2025, promoting breakthroughs in deep mining technology and the construction of green mines [3] - A new gold value-added tax policy will be implemented in November 2025, exempting standard gold transactions from tax but categorizing physical delivery for taxation based on usage, which may concentrate resources among compliant leading enterprises [3] Performance and Operating Conditions - Zijin Mining expects a net profit attributable to shareholders of 51-52 billion yuan in 2025, representing a year-on-year increase of approximately 59% [4] - Shandong Gold (600547) reported a net profit increase of 102.98% year-on-year in the first half of 2025, while Western Gold (601069) saw a net profit increase of 131.94% year-on-year [4] - Leading companies like Zijin Mining aim for an annual gold production of 100-110 tons by 2028, while Shandong Gold plans to increase its gold mines from one to thirteen [4] Stock Recent Trends - The international gold price has increased by over 65% cumulatively in 2025, surpassing 4600 USD/ounce at the beginning of 2026; several institutions, including Goldman Sachs and JPMorgan, have raised their gold price targets for 2026 to over 5000 USD, primarily based on expectations of Federal Reserve interest rate cuts, central bank gold purchases, and geopolitical risk aversion [5] - Domestic insurance funds have initiated pilot investments in gold, and banks are launching "gold+" strategy products, which may bring additional capital into the market [5]

Core Viewpoint - Western Gold has shown significant stock price movements, with a year-to-date increase of 32.08% and a recent decline of 6.28% over the past five trading days [2]. Group 1: Stock Performance - As of February 11, Western Gold's stock price rose by 2.03% to 35.24 CNY per share, with a trading volume of 5.55 billion CNY and a turnover rate of 1.80%, resulting in a total market capitalization of 32.104 billion CNY [1]. - The stock has experienced a 32.08% increase year-to-date, an 18.06% increase over the past 20 days, and a 31.79% increase over the past 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, Western Gold achieved a revenue of 10.404 billion CNY, representing a year-on-year growth of 106.21%, and a net profit attributable to shareholders of 296 million CNY, reflecting a year-on-year increase of 130.22% [2]. - The company has distributed a total of 247 million CNY in dividends since its A-share listing, with 99.41 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Western Gold reached 79,400, an increase of 62.53% from the previous period, while the average circulating shares per person decreased by 20.19% to 11,167 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 8.399 million shares, an increase of 2.7819 million shares from the previous period [3].

Group 1: Market Overview - Precious metals sector experiences significant adjustments, with Hunan Silver hitting the daily limit down and Xiaocheng Technology dropping over 10% [3][8] - Major declines observed in several gold and silver companies, including Sichuan Gold, Hunan Gold, and Zhaojin Mining [3][4] Group 2: Price Fluctuations - International gold and silver prices continue to fluctuate, with April gold futures trading between $4,800 and $5,000 per ounce, and March silver futures between $70 and $90 per ounce [4][6] - Following substantial sell-offs, precious metal prices remain volatile near key psychological levels, with analysts warning of ongoing selling pressure [5][10] Group 3: Analyst Insights - Analysts from various financial institutions express concerns about the short-term outlook for gold and silver prices, indicating that the market may not have reached a bottom yet [5][10] - The recent sell-off in precious metals is viewed as a market adjustment rather than a trend reversal, suggesting a more stable and non-linear price increase in the future [5][10]

Market Overview - The gold and silver markets experienced significant volatility, with gold prices dropping nearly 3% at one point and settling at $4926.64 per ounce, down 0.76% [1] - Silver faced a more severe decline, plunging nearly 16% during the day and closing down 10.69% at $78.77 per ounce [3] Futures Market - The futures market mirrored the spot market's weakness, with COMEX gold futures down 0.4% at $4931.1 per ounce and COMEX silver futures down over 7% at $77.875 per ounce [5] Stock Market Impact - Precious metal-themed LOFs (Listed Open-Ended Funds) fell, with gold LOFs and Jiashi Gold LOF dropping over 2%, and Guotou Silver LOF hitting a trading halt for the fourth consecutive day [7] - The A-share precious metals sector saw an overall decline exceeding 6%, with most stocks closing in the red [8] Individual Stock Performance - Notable declines in individual stocks included: - Hunan Silver: down 9.97% at $13.90 - Xiaocheng Technology: down 9.84% at $59.04 - Sichuan Gold: down 9.74% at $46.08 [9] Market Sentiment and Influences - The recent downturn in gold and silver prices is attributed to a combination of factors, including the nomination of hawkish Federal Reserve member Waller, which triggered market panic and profit-taking after significant price increases [12][16] - Analysts suggest that the core driver of the decline is the large-scale profit-taking following a period of substantial price appreciation, rather than a direct causal relationship with Waller's nomination [16] Future Outlook - Short-term volatility is expected to continue, but the long-term upward trend for gold remains intact, supported by factors such as central bank purchasing and increased demand from private investors [20] - Goldman Sachs maintains a price target of $5400 per ounce for gold by December 2026, while JPMorgan is more aggressive, predicting $6300 per ounce, citing ongoing demand from central banks and diversified investment strategies [20]