2025.09.01 本文字数：438，阅读时长大约1分钟 作者 |一财资讯 09:42 黄金板块走强 西部黄金涨停，湖南白银、中金黄金、招金黄金、湖南黄金、晓程科技、山金国际等跟涨。 | 代码 | 名称 | 涨幅�. | 现价 | | --- | --- | --- | --- | | 601069 | 西部黄金 | +9.99% | 21.91 | | 002716 | 湖南白银 | +7.08% | 5.91 | | 000506 | 中润资源 | 45.13% | 9.82 | | 300139 | 晓程科技 | +4.61% | 20.63 | | 002155 | 湖南黄金 | +4.31% | 21.58 | | 600489 | 中金黄金 | +4.20% | 16.66 | | 000975 山金国际 | | +3.92% | 20.43 | | 600547 山东黄金 | | 43.42% | 34.50 | | 002237 | 恒邦股份 | 43.33% | 13.02 | | 600988 | 赤峰黄金 | 43.08% | 26.78 | 09:37 固态电池概念延续强势 德新科技 ...

2025.09. 01 本文字数：438，阅读时长大约1分钟 09:29 港股半导体板块走高 中芯国际涨6.67%，华虹半导体涨超5%，英诺赛科涨1.68%，上海复旦涨0.99%。 作者 | 一财资讯 09:42 黄金板块走强 西部黄金涨停，湖南白银、中金黄金、招金黄金、湖南黄金、晓程科技、山金国际等跟涨。 | 代書 | 者 下 | 涨幅上. | 11 | | --- | --- | --- | --- | | 601069 | 面部黄金 | +9.99% | 21.91 | | 002716 | 湖南自银 | +7.0 H26 | 5.91 | | 000506 | ■润分用 | +5.13% | 9.87 | | 300139 | 暗星发 | +4.61% | 20.63 | | 002155 | 湖南黄金 | +4.31% | 21.58 | | 600489 | 日金黄金 | +4.20% | 16.66 | | 000975 | 山合国际 | +3.92% | 20.43 | | GU 0.5 T | 山东黄金 | +3.42% | 34.50 | | 002237 | 恒邦股份 | +3.33% ...

黄金、存储芯片概念活跃，乳业、白酒概念走弱。 （持续更新中……） 09:42 黄金板块走强 西部黄金涨停，湖南白银、中金黄金、招金黄金、湖南黄金、晓程科技、山金国际等跟涨。 | 代码 | 名称 | 涨幅�. | 现价 | | --- | --- | --- | --- | | 601069 | 西部黄金 | +9.99% | 21.91 | | 002716 | 湖南白银 | +7.08% | 5.91 | | 000506 | 中润资源 | +5.13% | 9.82 | | 300139 | 喫程科技 | +4.61% | 20.63 | | 002155 | 湖南黄金 | +4.31% | 21.58 | | 600489 | 中金黄金 | +4.20% | 16.66 | | 000975 | 山金国际 | +3.92% | 20.43 | | 600547 | 山东黄金 | +3.42% | 34.50 | | 002237 | 恒邦股份 | +3.33% | 13.02 | | 6009888 | 赤峰黄金 | +3.08% | 26.78 | 09:37 固态电池概念延续强势 德新科技2连板，先 ...

证券日报网讯 8月29日晚间，西部黄金发布公告称，截至本公告披露日，公司已完成对新疆美盛矿业有 限公司100%股权的收购，交易价格为165，512.07万元。公司于近日收到新疆美盛的通知，其现已完成 工商变更登记工作。 （编辑 李家琪） ...

证券代码：601069 证券简称：西部黄金 公告编号：2025-063 西部黄金股份有限公司关于收购资产完成 股权交割及工商变更登记的公告 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。 一、交易概述 西部黄金股份有限公司（以下简称"公司"或"西部黄金"）于 2025 年 5 月 7 日与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"） 签署了《现金购买资产协议》，具体内容详见上海证券交易所网站（http://www. sse.com.cn）《西部黄金股份有限公司关于拟现金收购新疆美盛 100%股权暨关联 交易的提示性公告》（公告编号：2025-027）。2025 年 6 月 12 日，公司与新疆有 色签署了《现金购买资产协议之补充协议（一）》，具体内容详见上海证券交易所 网站（http://www.sse.com.cn）《西部黄金股份有限公司关于现金收购新疆美盛 100%股权暨关联交易的公告》（公告编号：2025-036）。2025 年 7 月 24 日，公司 与新疆有色签署了《现金购买资产协议之补充协议 ...

证券之星消息，8月29日贵金属板块较上一交易日上涨2.41%，中金黄金领涨。当日上证指数报收于3857.93，上涨0.37%。深证成指报收于 12696.15，上涨0.99%。贵金属板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交重(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600489 | 中金黄金 | 15.97 | 4.58% | 181.80万 | 28.88亿 | | 601069 | 西部黄金 | 19.92 | 4.46% | 37.54万 | 7.37亿 | | 600988 | 赤峰黄金 | 25.97 | 3.55% | 95.49万 | 24.65亿 | | 000975 | 山金国际 | 19.63 | 3.32% | - 50.48万 | 9.90亿 | | 002237 | 恒邦股份 | 12.60 | 1.37% | 25.36万 | 3.20 Z | | 300139 | 晓程科技 | 19.73 | 1.28% | 38.55万 | 7.60亿 | | 600547 | 山东黄金 | ...

Core Viewpoint - Western Gold Co., Ltd. reported significant growth in revenue and net profit for the first half of 2025, driven by increased gold sales prices and volumes, as well as the steady advancement of its manganese business [1][2]. Financial Performance - The company achieved a revenue of 5.03 billion yuan, representing a year-on-year increase of 69.01% [1]. - The net profit attributable to shareholders reached 154 million yuan, up 131.94% compared to the previous year [1]. - Gold production totaled 5.90 tons, with standard gold output at 5.57 tons, completing 60.24% of the annual target and showing a 30% increase from 4.54 tons in the same period last year [1]. Market Position - Western Gold's performance outpaced the overall industry, as domestic gold production decreased by 0.31% to 179.083 tons, while total national gold output (including imports) only grew by 0.44% to 252.761 tons [1]. - The company enhanced its market share through technological upgrades and resource integration, achieving growth despite a stagnant industry output [1]. Strategic Initiatives - The company is implementing a "gold + manganese" dual-drive strategy, producing 40,400 tons of electrolytic manganese and 159,700 tons of manganese ore, which optimizes product structure and enhances risk resilience [2]. - In August, Western Gold acquired 100% of Xinjiang Meisheng Mining Co., Ltd. for cash, which includes the promising Katerbaasu gold-copper mine with proven ore reserves of 25.67 million tons and gold resources of 78.7 tons [2]. Market Environment - The international gold price surged due to increased market demand for safe-haven assets, with the average London spot gold price rising by 18.3% year-on-year, creating a favorable operating environment for gold companies [2]. - Western Gold capitalized on high-quality development opportunities through refined mining and technological innovation, achieving dual improvements in resource utilization and gold output [2]. Future Outlook - For the second half of the year, Western Gold plans to strengthen existing production capacity while increasing resource exploration and integration efforts to enhance resource reserves [3]. - The company aims to leverage its large-scale production capabilities and regional economic advantages to further improve operational performance [3].

Core Viewpoint - Western Gold has shown significant stock performance with a year-to-date increase of 70.79%, indicating strong market interest and potential growth in the gold mining sector [1][2]. Company Overview - Western Gold Co., Ltd. is located in Urumqi, Xinjiang, established on May 14, 2002, and listed on January 22, 2015. The company primarily engages in gold mining and smelting, along with iron ore and chromium ore extraction [2]. - The revenue composition includes: standard gold (42.49%), purchased gold (39.08%), electrolytic manganese (6.87%), self-produced gold (3.41%), gold concentrate and roasted sand (2.74%), manganese ore (1.73%), beryllium copper alloy (1.50%), manganese ingots (1.40%), jewelry and other products (0.44%), and sulfuric acid (0.10%) [2]. Financial Performance - For the first half of 2025, Western Gold reported revenue of 5.03 billion yuan, a year-on-year increase of 69.01%, and a net profit attributable to shareholders of 154 million yuan, up 131.94% year-on-year [2]. - The company has distributed a total of 247 million yuan in dividends since its A-share listing, with 99.41 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, Western Gold had 48,900 shareholders, a decrease of 17.10% from the previous period, with an average of 13,993 circulating shares per shareholder, an increase of 20.62% [2]. - The top ten circulating shareholders include notable entities such as Qianhai Kaiyuan Gold and Silver Jewelry Mixed A, which holds 7.28 million shares, and Hong Kong Central Clearing Limited, holding 5.62 million shares [3].

Group 1 - The core viewpoint of the articles indicates a bullish sentiment towards gold, driven by geopolitical tensions and expectations of interest rate cuts by the Federal Reserve [3][4][6] - The Gold ETF (159937) has shown a year-to-date increase of 26.23%, with a trading volume of 68.3 million on August 29 [1] - Spot gold prices have recently surpassed the $3400 mark, trading around $3412.65 per ounce, with a daily high of $3419.22 and a low of $3407.70 [3] Group 2 - Geopolitical risks, particularly the recent airstrikes by Israel on Houthi forces in Yemen, have heightened demand for gold as a safe-haven asset [3][6] - The market anticipates an 87% probability of a 25 basis point rate cut by the Federal Reserve in September, which typically supports gold prices [4] - Analysts from Dongwu Futures and Everbright Futures suggest that the upcoming Fed meeting and ongoing geopolitical tensions will likely keep gold prices strong in the short term [5][6] Group 3 - The long-term outlook for gold remains positive due to persistent global inflation, economic recovery uncertainties, and increasing central bank gold purchases [6] - Gold ETFs and related funds offer low-cost, diversified investment opportunities, allowing investors to hedge against market volatility [6]

Group 1: Market Performance - The non-ferrous metal sector has shown strong performance, with significant gains in stocks such as China Rare Earth, Jiangxi Copper, and Shenghe Resources [1][2] - The non-ferrous metal ETF (159876) experienced a nearly 3% increase, with a net subscription of 6.6 million units, indicating strong investor interest [1][2] Group 2: Industry Insights - Recent regulations on rare earth mining and separation have tightened supply controls, potentially driving up prices further, with North Rare Earth reporting a 1951.52% year-on-year increase in net profit [2][3] - The rise in rare earth prices reflects the effectiveness of supply management policies, suggesting a strategic value increase for the sector [3] Group 3: Gold Sector Performance - Shandong Gold and Western Gold reported significant profit increases, with Shandong Gold's net profit reaching 2.808 billion yuan, up 102.98%, and Western Gold's net profit at 154 million yuan, up 131.94% [3] - The easing geopolitical tensions and expectations of a more accommodative U.S. monetary policy are favorable for gold prices, enhancing its tactical investment appeal [3] Group 4: Future Outlook - The non-ferrous metal sector is expected to benefit from monetary easing and domestic production optimization efforts, which may enhance profitability across the supply chain [4] - The non-ferrous metal sector has attracted a net inflow of 4.478 billion yuan, leading among all industry sectors [5] Group 5: Investment Strategy - The non-ferrous metal ETF (159876) and its associated funds provide diversified exposure to various metals, including copper, aluminum, gold, rare earths, and lithium, which can mitigate investment risks [6]