8月29日，A股风格再度切换，前期大幅领涨的科技板块回调，顺周期、反内卷主题冲高，截至早盘发稿，有色50ETF(159652)涨2.86%，成交额大幅放量， 开盘不足1小时，成交额已超4600万元，超过昨日全天成交额。 | 分时 多日 1分 = 综合屏 F9 前复权 超级叠加 画线 工具 母 2 | >> | | 1.257 +0.035 +2.86% | | | 有色50ETF 空 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 159652.SZ[有色50ETF] 2025/08/29 收1.257 幅2.86%(0.035) 开1.235 高1.257 四 | | | | | | 159652 ^ | | | MA5 1.2291 MA10 1.1931 MA20 1.1511 MA60 1.0511 MA120 0.9861 MA250 (▼ | | | | | | | | | | | SZSE CNY 10:17:15 交易中 | | | | 日のア | | | 1.257-> | | 净值走势 | 汇添富中证细分有色金属 | | ▽ ...

Group 1 - Gold stocks collectively rose, with China Gold International increasing by 4.97% to HKD 105.7, Chifeng Jilong Gold rising by 4.38% to HKD 25.76, Zhaojin Mining up by 4.42% to HKD 24.1, and Lingbao Gold gaining 4.15% to HKD 12.8 [1] - The overnight gold price surpassed USD 3400 per ounce, reaching a five-week high [1] - Federal Reserve Governor Waller emphasized support for a 25 basis point rate cut in the September meeting, with further cuts expected in the next 3 to 6 months [1] Group 2 - Several gold mining companies reported strong mid-year performance, with Zijin Mining's net profit attributable to shareholders reaching CNY 23.292 billion, a year-on-year increase of 54.41% [1] - Chifeng Jilong Gold's net profit attributable to shareholders for the first half of the year was CNY 1.107 billion, a significant year-on-year growth of 55.79% [1] - Zhaojin Mining's net profit attributable to shareholders surged to CNY 1.440 billion, marking an impressive year-on-year increase of 160.44% [1]

华侨银行环球金融市场研究与策略部主管及首席经济学家Selena Ling预计，美联储9月会议将减息25点 子，全年仍有高达75点子的减息空间，并料今明两年共减息5次。金价方面，她指除了地缘政治和政治 因素的推动外，央行、机构和零售投资者的持续需求，以及美联储恢复减息周期，可能进一步提升黄金 的吸引力。她对金价年尾目标为每盎司3570美元，明年中目标3850美元。 8月29日消息，港股黄金股冲高，中国黄金国际、招金矿业、赤峰黄金涨超5%，灵宝黄金、潼关黄金涨 超4%，中国白银集团、紫金矿业涨超3%。 当地时间8月25日，美国总统特朗普在其社交媒体"真实社交"上公开了一封致美联储理事丽莎·库克的信 件，宣布即刻将其免职。此前分析称，如果库克离职，特朗普可能获得四个席位，距离"掌控美联储"将 更近一步。 分析师认为，特朗普"开除"库克的举动不仅推升了降息预期升温，还再度点燃了外界对美联储独立性的 担忧，打压投资者对美元资产的信心，并将目光转向黄金、日元等传统避险资产以及加密货币。 来源：新浪港股 ...

Group 1 - The core viewpoint of the news highlights the performance of the Nonferrous Metal Industry ETF (159876), which saw a price increase of over 2% during intraday trading, currently up by 1.49% [1] - Key constituent stocks include China Rare Earth, which hit the daily limit, and Jiangxi Copper and Shenghe Resources, with respective gains of 4.72% and 4.54% [1] - Conversely, stocks such as Bowe Alloy, Nanshan Aluminum, and Western Superconducting showed weaker performance, with declines of 2.89%, 2.85%, and 2.18% respectively [1] Group 2 - The Nonferrous Metal Industry ETF (159876) passively tracks the CSI Nonferrous Metals Index (930708), which increased by 1.59% on the same day [3] - The top ten weighted stocks in the index include Northern Rare Earth, Luoyang Molybdenum, Shandong Gold, and China Aluminum, among others [3] Group 3 - On August 26, Zijin Mining reported a revenue of 167.7 billion yuan and a net profit attributable to shareholders of 23.3 billion yuan for the first half of 2025, reflecting year-on-year growth of 11.5% and 54.4% respectively [5] - Huachuang Securities noted that Powell's comments reinforced expectations for interest rate cuts, which could support precious metal prices [5] - Recent declines in aluminum rod inventories indicate a recovery in market consumption, with the upcoming "Golden September and Silver October" season likely to bolster aluminum prices [5] - Nanjing Securities reported that copper prices are experiencing fluctuations, with stable support expected from traditional demand in real estate and infrastructure, as well as increasing demand from new energy vehicles and photovoltaic sectors [5]

Group 1: Zhujiang Beer (002461.SZ) - Zhujiang Beer is the leading regional beer brand in Guangdong Province, with a strong market foundation and high consumer recognition. The flagship product, 97 Pure Draft, is leading product upgrades and capturing market share from competitors [6][7]. - The company has experienced continuous revenue and profit growth, with a CAGR of 7.8% in revenue and 9.2% in net profit from 2020 to 2024. The proportion of high-end products has increased significantly from 49.1% in 2019 to 70.8% in 2024 [6][7]. - The new management team, including a newly appointed chairman and general manager, is expected to drive further growth and innovation. The company has a solid reserve of high-end products and aims to expand its market presence outside Guangdong [7]. Group 2: Hanshuo Technology (301275.SZ) - Hanshuo Technology's revenue for the first half of 2025 was 1.974 billion yuan, a year-on-year decrease of 7%, with a net profit of 222 million yuan, down 42% year-on-year. The company is focusing on the North American market, which shows significant growth potential [16][17]. - The global demand for retail digitalization continues to grow, with electronic shelf label (ESL) module shipments reaching 248 million units in the first half of 2025, a 56% increase year-on-year. The demand from major retailers like Walmart is expected to drive further digital upgrades in the retail sector [16][17]. - The company has established a comprehensive business system centered on electronic shelf label systems and SaaS cloud platform services, with international operations in over 70 countries [17]. Group 3: Guoci Materials (300285.SZ) - Guoci Materials reported a revenue of 2.154 billion yuan in the first half of 2025, a year-on-year increase of 10.29%, with a net profit of 332 million yuan, up 0.38% year-on-year. The company is experiencing growth in electronic materials and new energy materials [18][19]. - The company’s six major business segments are developing synergistically, with a projected net profit of 774 million yuan, 886 million yuan, and 1.058 billion yuan for 2025-2027, respectively [19][20]. - The company is focusing on strategic investments and acquisitions to enhance its capabilities in clinical materials and digital equipment, particularly in the biomedical materials sector [20]. Group 4: Yuhua Software (300339.SZ) - Yuhua Software achieved a revenue of 1.747 billion yuan in the first half of 2025, a year-on-year increase of 10.55%, while the net profit decreased by 29.43% to 60 million yuan. The company is actively promoting its innovative business [22][23]. - The company’s gross margin was 23.72%, down 2.36 percentage points year-on-year, but it has optimized its expense ratios, leading to improved operational efficiency [23][24]. - The revenue from innovative business segments reached approximately 368 million yuan, accounting for 21.07% of total revenue, indicating a growing contribution from new business areas [24]. Group 5: New Dairy Industry (002946.SZ) - New Dairy Industry reported a revenue of 5.526 billion yuan in the first half of 2025, with a net profit of 397 million yuan, reflecting a year-on-year increase of 33.8%. The company’s low-temperature strategy is showing significant results [48][49]. - The direct-to-consumer (DTC) model has driven growth, with revenue from this channel increasing by 23% to 3.39 billion yuan, representing 66.3% of total revenue [48][49]. - The company is focusing on core markets and has achieved stable growth in key regions, with a notable increase in high-end fresh milk sales [48][49].

紫金矿业 紫金矿业 分时图 日K线 周K线 月K线 22.52 -0.01 -0.04% 1.51% 1.02% 0.49% 0.00% 0.49% 1.02% 1.51% 22.19 22.30 22.42 22.53 22.64 22.76 22.87 09:30 10:30 11:30/13:00 14:00 15:00 0 150万 299万 449万 据媒体消息，紫金黄金国际计划最早于9月在香港进行IPO，集资约20亿美元(约156亿港元)。此前于6月 30日，紫金黄金国际向港交所主板递交上市申请，摩根士丹利和中信证券为其联席保荐人。 资料显示，紫金黄金国际是由紫金矿业（601899）(02899,601899.SH)所有黄金矿山(除中国之外)整合而 成的黄金开采企业，主要从事黄金的勘查、开采、选矿、冶炼、精炼及销售。 业绩方面，于2022年度、2023年度、2024年度，紫金黄金国际实现收入分别约为18.18亿美元、22.62亿 美元、29.90亿美元；同期，年内溢利分别约为2.90亿美元、3.22亿美元、6.21亿美元。 ...

《证券日报》记者梳理公开信息了解到，今年上半年有色金属行业受益于金、银、铜等价格和销量的增 长，同时，龙头企业也持续投入创新并积极降本增效。 上半年价格走势偏强 中国有色金属工业协会数据显示，上半年，国内现货铜均价7.76万元/吨，同比上涨4.2%；铝均价2.03万 元/吨，同比上涨2.6%；国内黄金均价725.6元/克，同比上涨46.8%。总体而言，主要金属矿产价格走势 偏强。 8月26日晚间，紫金矿业（601899）集团股份有限公司(以下简称"紫金矿业")披露的2025年半年报显 示，公司上半年实现营收1677.11亿元、归母净利润232.92亿元，分别同比增长11.50%、54.41%。 据同花顺（300033）数据，截至8月28日收盘，A股市场已有116家有色金属上市公司披露2025年半年度 报告。其中，72家公司上半年归母净利润同比增长，18家公司归母净利润同比增长超100%。 小金属需求增长 在新兴产业快速发展的背景下，小金属需求持续攀升，相关上市公司也迎来了发展机遇。 厦门钨业（600549）股份有限公司(以下简称"厦门钨业")作为小金属龙头，专注于钨钼、稀土和能源新 材料三大核心业务，其中在钨 ...

据证券之星公开数据整理，近期紫金矿业(601899)发布2025年中报。截至本报告期末，公司营业总收入 1677.11亿元，同比上升11.5%，归母净利润232.92亿元，同比上升54.41%。按单季度数据看，第二季度 营业总收入887.83亿元，同比上升17.38%，第二季度归母净利润131.25亿元，同比上升48.75%。本报告 期紫金矿业盈利能力上升，毛利率同比增幅24.01%，净利率同比增幅39.05%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率23.75%，同比增24.01%，净利率17.08%，同比 增39.05%，销售费用、管理费用、财务费用总计58.16亿元，三费占营收比3.47%，同比增1.79%，每股 净资产5.29元，同比增12.52%，每股经营性现金流1.08元，同比增41.0%，每股收益0.88元，同比增 52.79% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 1504.17 Z | 1677.11 Z | 11.50% | | 归母净利润(元) | 150.84亿 | 2 ...

2025 年 08 月 28 日 业绩保持高增，金价上涨强势助力 2、《紫金矿业（601899）：矿产铜 金量价同比均有提升，三季报业绩 大幅增长》2024-10-24 3、《紫金矿业（601899）：矿产铜 金稳步增长，成本呈现下降趋势》 2024-08-29 紫金矿业发布 2025 年半年报：2025 年 H1 实现营业收入 1677.11 亿元，同比+11.50%；归母净利润 232.92 亿元，同 比增长+54.41%；经营活动产生的现金流量净额 288.30 亿 元，同比+41.00%。 | 分析师：傅鸿浩 | S1050521120004 | | --- | --- | | fuhh@cfsc.com.cn | | | 分析师：杜飞 | S1050523070001 | | dufei2@cfsc.com.cn | | | 基本数据 | 2025-08-28 | | --- | --- | | 当前股价（元） | 22.52 | | 总市值（亿元） | 5985 | | 总股本（百万股） | 26578 | | 流通股本（百万股） | 20588 | | 52 周价格范围（元） | 13.94-2 ...

公司点评 | 紫金矿业 增量项目稳步推进，单季度业绩再创新高 紫金矿业（601899.SH）2025 年半年报业绩点评 事件：8 月 27 日公司发布半年报，25H1 公司营收 1677.1 亿元，同比+11.5%， 归母净利 232.9 亿元，同比+54.4%，其中 Q2 实现营收 887.8 亿元，同比 +17.4%，环比+12.5%，归母净利 131.3 亿元，同比+48.8%，环比+29.1%。 量：积极并购优质矿山+加速推进在建项目，为公司产量提升注入了强劲动 力。25H1 公司实现矿产铜 56.7 万吨、矿产金 41.2 吨，分别同比增长 9%、 16%。其中，矿产金产量显著释放，Q2 产量 22.1 吨，环比约+16.0%。其 中并购是实现公司产量持续增长的主要手段之一，2025 年公司完成了加纳 阿基姆金矿交割，哈萨克斯坦 Raygorodok 金矿收购协议签署，实现在西非 和中亚地区重要战略性布局，以及藏格矿业交割。同时公司也正加速推进在 建项目，旗下重点金铜项目正迎来新突破。金方面，公司正提升加纳阿基姆 金矿采矿效率和高品位矿石供应，加快释放产量；高效推动罗斯贝尔金矿、 武里蒂卡金矿等南美 ...