证券代码：601069 证券简称：西部黄金 公告编号：2026-003 西部黄金股份有限公司 关于控股股东减持股份计划的公告 本公司董事会、全体董事及相关股东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： 控股股东持股的基本情况 截至本公告披露日，西部黄金股份有限公司（以下简称"公司"）控股股东 新疆有色金属工业（集团）有限责任公司（以下简称"新疆有色"）持有公司 500,948,948 股无限售流通股，占公司总股本的 54.99%。 预披露期间，若公司股票发生停牌情形的，实际开始减持的时间根据停牌时间相应顺延。 减持计划的主要内容 新疆有色自减持计划公告之日起十五个交易日后的三个月内，计划通过证券 交易所以集中竞价交易方式减持股份数量合计不超过 9,109,991 股，减持比例 不超过公司总股本的 1%。 | 股东名称 | 新疆有色金属工业（集团）有限责任公司 | | | | --- | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | √是 | □否 | | | 直接持股 5%以上股东 | ...

Group 1 - The precious metals sector increased by 4.18% on January 19, with Sichuan Gold leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] - Key stocks in the precious metals sector showed significant price increases, with Sichuan Gold and Zhaojin Gold both rising by 9.99% [1] Group 2 - The net inflow of main funds in the precious metals sector was 1.549 billion yuan, while retail investors experienced a net outflow of 1.489 billion yuan [1] - Major stocks like Zhongjin Gold and Shandong Gold saw net inflows of 342 million yuan and 301 million yuan respectively, indicating strong institutional interest [2] - Retail investors showed negative sentiment towards several stocks, with significant outflows from Sichuan Gold and other companies [2]

Core Viewpoint - The A-share market is experiencing a strong performance in gold stocks, driven by rising gold and silver prices due to geopolitical tensions and tariff threats from Trump, leading to increased demand for safe-haven assets [1] Group 1: Market Performance - Sichuan Gold and Zhaojin Gold both hit the daily limit, while Shanjin International rose over 6%, and both Zhongjin Gold and Western Gold increased by over 4% [1] - The total market capitalization of Sichuan Gold is 15.8 billion, with a year-to-date increase of 35.14% [2] - Zhaojin Gold has a total market capitalization of 14.8 billion, with a year-to-date increase of 21.75% [2] - Shanjin International has a total market capitalization of 82.6 billion, with a year-to-date increase of 22.32% [2] - Zhongjin Gold has a total market capitalization of 130.3 billion, with a year-to-date increase of 15.07% [2] - Western Gold has a total market capitalization of 28 billion, with a year-to-date increase of 15.25% [2] Group 2: Gold and Silver Prices - Spot gold reached a new historical high of 4,690 USD per ounce during trading [1] - Spot silver also hit a historical high of 94.15 USD per ounce [1] Group 3: Geopolitical Factors - Analysts indicate that geopolitical issues, particularly the situation in Iran, are causing short-term uncertainty among global investors, which is likely to sustain the current interest in gold [1]

Industry Overview - The precious metals mining sector is positioned to benefit directly from rising gold and silver prices, which will enhance product sales revenue and increase business profit margins for leading companies with strong resource reserves and production capacity [2][3] - The precious metals smelting and processing sector is expected to see increased operational rates and order volumes during price uptrends, with a strong certainty of performance growth due to the expansion of smelting margins and the impact of rising raw material prices [2] - The gold and jewelry retail sector is experiencing heightened consumer demand for precious metals as a store of value, allowing leading retail brands to effectively pass on raw material cost pressures through product price increases, benefiting from the trend of gold consumption upgrades [2] - The photovoltaic and new energy application sector is witnessing a surge in demand for silver as a key raw material, with businesses in this field poised for growth opportunities amid an expanding supply-demand gap for silver [2] Company Insights - Western Gold is a modern gold mining and processing enterprise in Western China, ranking among the top ten in national gold production, with a mature integrated production system that will see profit margins increase with rising gold prices [3] - Shengda Resources is a leading domestic silver mining company with nearly 10,000 tons of silver reserves, focusing on the mining and sales of precious and non-ferrous metals, where fluctuations in silver prices significantly impact its performance [3] - Lao Feng Xiang is a leading domestic gold jewelry retail brand with a rich history and market recognition, capable of flexibly adjusting product prices to address rising raw material costs, thus benefiting from increased consumer demand for gold [3] - Xingye Silver Tin operates Asia's largest silver mine with over 24,500 tons of silver reserves and has developed a synergistic business model in silver and tin mining, providing ample performance elasticity during periods of rising silver prices [3] - Yuguang Gold Lead is one of China's largest silver production bases, with significant annual silver production capacity and a unique recovery process that positions it to benefit from the ongoing optimization of the industry supply-demand landscape [3]

1月19日，西部黄金涨5.04%，截至发稿，报30.84元/股，成交6.70亿元，换手率2.50%，总市值280.95亿 元。 资料显示，西部黄金股份有限公司位于新疆维吾尔自治区乌鲁木齐市经济技术开发区融合南路501号， 成立日期2002年5月14日，上市日期2015年1月22日，公司主营业务涉及黄金采选及冶炼,同时从事铁矿 采选以及铬矿石的开采。主营业务收入构成为：黄金产品86.25%，电解金属锰8.57%，硅锰合金 2.44%，加工费、金饰、提金剂及其他2.29%，其他(补充)0.27%，锰矿石0.18%。 从基金十大重仓股角度 数据显示，万家基金旗下1只基金重仓西部黄金。万家周期视野股票发起式A（025445）三季度持有股 数2.56万股，占基金净值比例为6.67%，位居第八大重仓股。根据测算，今日浮盈赚取约3.79万元。 万家周期视野股票发起式A（025445）成立日期2025年9月18日，最新规模552.56万。今年以来收益 15.5%，同类排名214/5580；成立以来收益18.95%。 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 ...

早盘，贵金属板块表现活跃。四川黄金早盘一度逼近涨停，截至发稿涨7.8%，山金国际涨超4%，招金黄金、中金黄金、西部黄金、恒邦股份涨超3%。 | 10 | 9 | 8 | 7 | 6 | 5 | 4 | 3 | 2 | 1 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 湖南白银 | 赤峰黄金 | 山东黄金 | 晓程科技 | 西部黄金 | 中金黄金 | 恒邦股份 | 招金黄金 | 山金国际 | 四川黄金 | 名称 | | +0.54% | +1.86% | +1.92% | +2.19% | +3.10% | +3.16% | +3.20% | +3.58% | +4.17% | +7.80% | 涨幅量 | 消息面上，早盘现货黄金站上4690美元/盎司关口，刷新历史高点，日内涨超2%。现货白银站上94美元/盎司关口，创历史新高，日内涨超4%。周末，特朗 普就丹麦自治领地格陵兰岛问题发出的关税威胁。消息称欧盟多国正考虑对价值930亿欧元的输欧美国商品加征关税。 | 4660.620 | | 昨结 | 4595.5 ...

从资金流向上来看，当日贵金属板块主力资金净流出9.52亿元，游资资金净流入2.23亿元，散户资金净流 入7.3亿元。贵金属板块个股资金流向见下表： 证券之星消息，1月16日贵金属板块较上一交易日下跌1.9%，西部黄金领跌。当日上证指数报收于 4101.91，下跌0.26%。深证成指报收于14281.08，下跌0.18%。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 | 11.15 | 5.79% | 474.72万 | 52.85 Z | | 002237 | 恒邦股份 | 15.02 | 0.47% | 66.42万 | 10.07亿 | | 001337 | 四川黄金 | 34.23 | -1.18% | 42.02万 | 14.65 Z | | 000975 | 山舍国际 | 28.03 | -1.82% | 31.97万 | 9.07亿 | | 000506 | 招金黄金 | 14.52 | -1.89% | 28.23万 | 4 ...

Investment Rating - The report maintains a "Buy" rating for the precious metals sector, highlighting strong growth potential for key companies in the industry [4][5]. Core Insights - The report emphasizes that gold prices are expected to rise due to a combination of factors including a weakening U.S. economy, ongoing interest rate cuts, and increased demand from central banks [10][11]. - Silver is noted for its dual attributes as both an industrial and financial asset, with expectations for a price rebound driven by industrial demand, particularly in photovoltaic applications [11][10]. Summary by Sections 1. U.S. Economic Outlook - The U.S. economy is facing downward pressure, with a notable increase in unemployment rates and a decline in consumer confidence [19][26]. - The Federal Reserve is likely to continue its rate-cutting cycle, which historically correlates with rising gold prices [29][35]. 2. Sovereign Currency Credit Decline - Central banks have significantly increased gold purchases as a hedge against declining currency credit, with global central bank gold buying exceeding 1,000 tons annually for three consecutive years [8][61]. - The report indicates that the expansion of central bank balance sheets has led to a devaluation of fiat currencies, further supporting gold prices [61][66]. 3. Geopolitical Issues and Investment Demand - Geopolitical tensions and trade policies have heightened risk aversion, leading to increased investments in gold [10][11]. - The report notes a surge in ETF holdings and trading activity in gold, reflecting strong demand from emerging market investors [11][10]. 4. Silver Market Dynamics - Silver's industrial demand, particularly in solar energy, is expected to grow, creating a supply-demand gap that could drive prices higher [11][10]. - The report highlights the historical inverse relationship between the gold-silver ratio and PMI, suggesting potential for silver price increases [11][10]. 5. Investment Recommendations - The report recommends several companies in the precious metals sector, including Zijin Mining International, China National Gold, and Western Gold, among others, as having strong growth prospects [4][11].

融券方面，西部黄金1月15日融券偿还1.16万股，融券卖出1900.00股，按当日收盘价计算，卖出金额 5.77万元；融券余量6.19万股，融券余额188.05万元，超过近一年80%分位水平，处于高位。 1月15日，西部黄金涨1.78%，成交额10.97亿元。两融数据显示，当日西部黄金获融资买入额1.37亿 元，融资偿还9237.41万元，融资净买入4439.71万元。截至1月15日，西部黄金融资融券余额合计4.42亿 元。 融资方面，西部黄金当日融资买入1.37亿元。当前融资余额4.40亿元，占流通市值的1.63%，融资余额 超过近一年90%分位水平，处于高位。 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。 资料显示，西部黄金股份有限公司位于新疆维吾尔自治区乌鲁木齐市经济技术开发区融合南路501号， 成立日期2002 ...

Core Viewpoint - Gold and silver prices reached historical highs, leading to a surge in related A-share market stocks [1] Group 1: Market Performance - Sichuan Gold saw a 10% increase, reaching a market capitalization of 14.5 billion [2] - Hunan Silver and Xiaocheng Technology rose by over 8%, with market capitalizations of 30.5 billion and 11.3 billion respectively [2] - Jiangxi Copper increased by over 7%, with a total market value of 222.1 billion [2] - Zhongjin Lingnan and Zhuhai Group both experienced gains of over 6% [2] - Other companies such as Luoyang Molybdenum, Shengtu Mining, and Zhaojin Gold saw increases of over 4% [1][2] Group 2: Price Movements - Spot gold prices reached 4,643 USD per ounce, marking a new historical high [1] - Spot silver prices surpassed 93 USD per ounce, also setting a new record [1]