西部黄金盘中涨停，已连收3个涨停板，截至9:43，该股报26.51元，换手率5.23%，成交量3575.06万 股，成交金额9.23亿元，涨停板封单金额为4289.58万元。连续涨停期间，该股累计上涨33.08%，累计 换手率为15.50%。最新A股总市值达241.51亿元，A股流通市值181.33亿元。 证券时报·数据宝统计，两融数据来看，该股最新（9月2日）两融余额为2.97亿元，其中，融资余额2.95 亿元，较前一个交易日增加2409.28万元，环比增长8.90%，近3日累计增加3139.99万元，环比增长 11.92%。 龙虎榜数据显示，该股因连续三个交易日内，涨幅偏离值累计达20%上榜龙虎榜1次，买卖居前营业部 中，沪股通累计净买入808.58万元，营业部席位合计净买入1.49亿元。 8月28日公司发布的半年报数据显示，上半年公司共实现营业总收入50.30亿元，同比增长69.01%，实现 净利润1.54亿元，同比增长131.94%。（数据宝） 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 202 ...

每经编辑｜毕陆名 3日亚太早盘，现货黄金短线拉升涨0.24%，报3539.25美元/盎司，续刷历史新高。纽约期金报3604.7美元/盎司，续刷 历史新高。 瞿瑞还认为，受到多重因素驱动，国际金价在中长期仍将处于震荡上行通道，"一是政策不确定性及地缘政治风险使 市场避险需求持续存在；二是全球央行黄金配置意愿仍较强；三是市场对美联储降息预期持续。" 世界黄金协会美洲区CEO兼全球研究负责人安凯近日表示，今年以来，黄金价格已上涨约26%。驱动黄金价格上涨的 因素包括，地缘政治与经济风险、黄金ETF和金条金币的强劲需求，以及央行购金的稳健态势。 整体来看，黄金在全球投资组合中依然扮演避险和价值储存的核心角色。 每日经济新闻综合经济参考报、公开信息 封面图片来源：每日经济新闻 A股方面，白银有色3连板，西部黄金涨超6%，中金黄金、山东黄金、赤峰黄金、紫金矿业等跟涨。 | 西部黄金 | 25.55 | 6.02% | 1.45 | | --- | --- | --- | --- | | 601069 園 | | | | | 3天2板 人气龙头一 股吧人气 | | | | | 中金黄金 | 18.41 | 3.66% | ...

Core Viewpoint - The non-ferrous metal sector is experiencing a surge, driven by expectations of a Federal Reserve interest rate cut and improving demand, particularly in the rare earth and industrial metals markets [3][4]. Group 1: ETF Performance - The non-ferrous metal leader ETF (159876) saw a price increase of over 1.8% as of September 3, with a trading volume exceeding 12 million yuan within the first 15 minutes of opening [1]. - The ETF attracted significant inflows of 75.6 million yuan over the past two days, reaching a new high of 207 million yuan in total assets as of September 2 [1]. - Key constituent stocks included silver, which hit the daily limit, while Western Gold and Zhongjin Gold rose by 5.81% and 4.79%, respectively [1]. Group 2: Market Trends - The industrial metals sector is benefiting from rising copper prices due to supply constraints, with a projected decrease of 52,500 tons in electrolytic copper production in September [3]. - The lithium market is facing oversupply, but high-cost production is being phased out, which may lead to price recovery [3]. - The overall sentiment in the non-ferrous metals market remains strong, supported by macroeconomic factors and supply disruptions [3]. Group 3: Strategic Insights - The non-ferrous metals sector is positioned for upward price movement due to low valuations and improving market conditions, with a potential "bull market" beginning [3][4]. - The strategic importance of metals like rare earths and lithium is highlighted in the context of global competition and domestic policy shifts aimed at optimizing production factors [4]. - The non-ferrous metal leader ETF provides diversified exposure to various metals, including copper (25.3%), aluminum (14.2%), and rare earths (13.8%), which helps mitigate investment risks [4].

Market Overview - The A-share market showed fluctuations in early trading on September 3, with the Shanghai Composite Index up by 0.03%, the Shenzhen Component Index up by 0.26%, and the ChiNext Index up by 0.35% [1] - Despite recent adjustments, the overall upward trend of the market remains intact, with expectations for continued oscillation and upward movement after profit-taking [1][9] Key Sectors Gold Sector - The gold concept stocks continued their upward trend, with silver and non-ferrous metals stocks achieving three consecutive trading limit increases [1] - International gold prices reached new historical highs, with New York futures crossing $3600 per ounce and spot gold surpassing $3530 per ounce [2] - Major stocks in the gold sector include: - Silver Nonferrous Metals (SH 601212): +10.09% - Western Gold (SH 601069): +9.75% - Jiangxi Copper (SH 600362): +5.62% [3] Robotics Sector - The robotics concept stocks maintained strong performance, with companies like Zhejiang Rongtai, Spring Engineering, and Qin Chuan Machine Tool achieving two consecutive trading limit increases [1] - The announcement from Yushu Technology regarding its upcoming IPO and sales projections for various robotic products contributed to the sector's strength [4] - Key stocks in the robotics sector include: - EVE Energy (300014): +12.61% - Dongjie Intelligent (9880003 B): +10.51% - Spring Engineering (002547): +10.10% [5] Institutional Insights - Industrial analysts emphasize the importance of structural rotation over rhythm in the current market environment, suggesting that a "healthy bull" market requires alternating upward movements across sectors [6] - The outlook remains positive for a "systematic slow bull" market, although short-term volatility is expected [7] - Analysts recommend maintaining long-term positions while being cautious with short-term trades, particularly in sectors like large finance and technology [8]

Group 1 - Gold stocks have been actively trading, with silver and non-ferrous metals showing a three-day consecutive rise [1] - Western Gold has increased by over 5%, with other companies such as China Ruilin, Xiaocheng Technology, Hunan Gold, Zhongjin Gold, Shandong Gold, Chifeng Gold, and Zijin Mining also experiencing gains [1]

Market Overview - The A-share market opened with all three major indices rising, with the Shanghai Composite Index up 0.19% at 3865.29 points [1] - The Shenzhen Component Index and the ChiNext Index both opened up 0.37% [1] Sector Performance - Gold concept stocks continued their upward trend, with silver and non-ferrous metals stocks seeing a three-day rise; Western Gold surged over 5% [1] - The international gold price has risen for six consecutive days, reaching a new high [1] - Humanoid robot concepts remained active, with Zhejiang Rongtai and Bojie Co. hitting the daily limit, and Yushutech announcing its listing plan yesterday [1] - The tourism and hotel sector opened higher, with Chongqing Lou rising over 5% and Three Gorges Tourism up over 3% [1] - The beverage manufacturing sector saw an initial surge, with Kuaijishan hitting the daily limit and Guyue Longshan rising over 5% [1]

Group 1 - The spot gold price reached a historical high of over $3500 per ounce on September 2, with a year-to-date increase of over 33% [1] - Domestic gold jewelry prices surged, with brands like Chow Sang Sang seeing a price increase to 1041 RMB per gram, up by 16 RMB from the previous day [1] - The A-share market saw active trading in the gold and jewelry sector, with stocks like Laisen Tongling and Western Gold hitting the daily limit [1] Group 2 - Gold mining companies listed in A-shares reported significant growth in net profit for the first half of the year, with all 11 companies showing positive growth, and 4 companies achieving over 100% growth [1][2] - Major gold mining companies reported substantial year-on-year net profit increases, with Shandong Gold at 102.98%, Zhongjin Gold at 54.64%, and Western Gold at 131.94% [2] - The continuous rise in spot gold prices is attributed to expectations of interest rate cuts by the Federal Reserve, which has boosted market risk appetite [2] Group 3 - Several international institutions are optimistic about the future of gold prices, with Goldman Sachs predicting a rise to $3700 per ounce by the end of 2025 and $4000 by mid-2026 [3] - JPMorgan also forecasts gold prices reaching $4000 per ounce, potentially sooner than expected [3] - Long-term views suggest that global economic growth faces pressures, and the risks of tariffs and geopolitical conflicts remain, maintaining gold's appeal as a safe-haven asset [3]

证券代码：601069 证券简称：西部黄金 公告编号：2025-064 西部黄金股份有限公司 非公开发行限售股上市流通公告 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、准确性和完整性依法承担法律责任。 ）发行股份购买资产并募集配套资金暨关联交易之发行股份购买资产中部 分限售股上市流通。具体情况如下： （一）股票发行核准情况 公司于 2022 年 7 月 21 日收到中国证券监督管理委员会（以下简称"中国证 监会"）《关于核准西部黄金股份有限公司向新疆有色金属工业（集团）有限责任 公司等发行股份购买资产并募集配套资金的批复》（证监许可〔2022〕1468 号）， 核准公司发行股份购买相关资产，并核准公司发行股份募集配套资金不超过 资金暨关联交易事项获得中国证监会核准批复的公告》（公告编号：2022-053）。 （二）股份登记情况 称"新疆有色"）及杨生荣发行股份购买资产的 245,317,800 股股份在中国证券登 记结算有限责任公司上海分公司办理完毕股份登记手续。 （三）发行对象认购数量及锁定期情况如下： 重要内容提示： ? 本次股票上市类型为非公开发 ...

证券日报网讯 9月2日晚间，西部黄金发布公告称，公司股票连续三个交易日（2025年8月29日、9月1日 和9月2日）收盘价格涨幅偏离值累计达到20%，属于股票交易异常波动情形。经公司董事会自查及发函 问询控股股东及实际控制人，截至本公告披露日，公司不存在应披露而未披露的重大信息。 （编辑 姚尧） ...

（文章来源：证券日报） 证券日报网讯 9月2日晚间，西部黄金发布公告称，本次股票上市类型为非公开发行股份；股票认购方 式为网下，上市股数为203，195，683股。本次股票上市流通总数为203，195，683股。本次股票上市流 通日期为2025年9月9日。 ...