2025.10.09 本文字数：490，阅读时长大约1分钟 作者 |一财阿驴 09:27沪金期货主力合约日内涨幅扩大至5%，续创新高。 09:26黄金股开盘大涨，赤峰黄金、四川黄金竞价涨停，山金国际、西部黄金、山东黄金、中金黄金等 多股高开。消息面上，10月8日，现货黄金历史首次突破4000美元/盎司大关，年内涨幅超52%。 09:25 A股开盘丨沪指跳空高开0.4% 沪指高开0.40%，深成指高开0.53%，创业板指高开0.40%，科创50涨2.12%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 20 | 3898.31 c | 15.53 | 0.40% | | 399001 | 深证成指 | VV | 13598.35c | 71.84 | 0.53% | | 399006 | 创业板指 | n | 3251.04c | 12.88 | 0.40% | | 000688 | 科创50 | ww | 1526.92c | 31.63 | 2.12% | 盘面上，黄金带领 ...

Core Viewpoint - A-shares opened higher on the first trading day after the National Day and Mid-Autumn Festival holiday, with significant gains in gold and storage chip sectors, driven by rising international gold prices and advancements in nuclear fusion technology [1] Group 1: Market Performance - The three major A-share indices opened collectively higher, with the Shanghai Composite Index up by 0.4%, the Shenzhen Component Index up by 0.53%, and the ChiNext Index up by 0.4% [1] - The gold and non-ferrous metal sectors experienced substantial increases, with companies like Chifeng Jilong Gold Mining and Sichuan Gold both hitting the daily limit, while Shandong Gold and Western Gold rose over 7% [1] Group 2: Sector Highlights - International gold prices have surpassed the $4,000 mark for the first time, leading to continuous new highs [1] - The controlled nuclear fusion concept saw a strong opening, with companies such as Hezhong Intelligent and Yongding Co. hitting the daily limit, following key breakthroughs in China's nuclear fusion device construction [1] - The storage chip sector also saw initial gains, with companies like CanSemi and Xiangnong Chip rising over 13%, while Shenzhen Technology and Tongfu Microelectronics reached the daily limit [1]

Group 1 - The stock of Bluefeng Biochemical experienced a rapid drop after hitting the daily limit up, showcasing a "heaven and earth board" phenomenon, following seven consecutive days of limit up [1] - The stock opened at 9.54 CNY, down 8.27% from the previous close, with a trading volume of 4,278 and a transaction amount of 4.31 million CNY [2] Group 2 - Gold stocks surged at the market opening, with companies like Chifeng Gold and Sichuan Gold hitting the daily limit up, following the news that spot gold prices surpassed 4,000 USD per ounce for the first time in history, marking a year-to-date increase of over 52% [3] - The Shanghai Composite Index opened 0.4% higher, while the Shenzhen Component and ChiNext Index opened 0.53% and 0.4% higher, respectively [4][5] - The Hong Kong stock market opened with the Hang Seng Index up 0.12%, driven by a rise in pharmaceutical stocks and a significant jump in Hang Seng Bank's stock price due to HSBC's plan to privatize it, valued at approximately 290.7 billion HKD [6][7]

Core Viewpoint - The A-share market opened positively on the first trading day after the National Day and Mid-Autumn Festival holiday, with all three major indices rising, indicating strong market sentiment and sector performance [1] Market Performance - The Shanghai Composite Index opened up by 0.4%, the Shenzhen Component Index by 0.53%, and the ChiNext Index by 0.4% [1] - The gold and non-ferrous metal sectors experienced significant gains, with stocks like Chifeng Jilong Gold Mining and Sichuan Gold hitting the daily limit, while Shandong Gold and Western Gold rose over 7% [1] - International gold prices have surpassed the $4,000 mark, reaching new highs [1] Sector Highlights - The controllable nuclear fusion concept saw a strong opening, with stocks such as Hezhong Intelligent and Yongding Co. hitting the daily limit, following key breakthroughs in China's nuclear fusion device BEST construction [1] - The storage chip sector also performed well at the beginning of the trading session, with stocks like CanSemi and Xiangnong Chip rising over 13%, and companies like Shenzhen Technology and Tongfu Microelectronics hitting the daily limit [1] - Institutions reported a continuous increase in DRAM spot prices, contributing to the positive sentiment in the storage chip sector [1]

重要新闻提示 北交所今日起将为存量股票启用新证券代码 德力股份：公司控股股东及实控人施卫东正筹划公司控制权变更事项，股票10月9日开市起停牌 制冷剂龙头永和股份：预计第三季度归母净利润同比增长447.64%—506.85% 今日提示 央行今日将开展11000亿元3个月期买断式逆回购操作 北交所今日起将为存量股票启用新证券代码，北交所所有股票将全部切换为"920"新代码 证监会今日起允许合格境外投资者参与场内ETF期权交易，交易目的限于套期保值 《期货市场程序化交易管理规定（试行）》，今起施行 京东2025年"双11"购物节今日开启 财经新闻 1."十四五"期间，上市公司通过分红、回购金额合计超过10.6万亿元。Wind数据显示，2021年以来， 3677家上市公司披露回购方案。其中，2024年发布回购方案的上市公司数量为1472家，创历史新高。从 实施回购角度看，2024年，共有2192家A股公司实施了股份回购，合计回购金额为1586.13亿元，刷新纪 录。进入2025年，上市公司回购积极性持续高涨。Wind数据显示，2025年以来，634家A股上市公司发 布回购方案。详见报道《回购！上市公司在行动》 2.1 ...

Group 1 - The U.S. Senate failed to pass both the Republican and Democratic short-term funding bills, resulting in the continued government shutdown [8] - President Trump stated that negotiations regarding a ceasefire agreement in Gaza are progressing well and he may visit the Middle East soon [8] - The U.S. federal budget deficit for fiscal year 2025 is projected to be $1.8 trillion, a decrease of $8 billion from the previous year [8] Group 2 - The total box office for the 2025 National Day holiday reached over 1.8 billion yuan by October 8 [6] - The number of signed second-hand residential properties in Shenzhen increased by 32.63% year-on-year from September 6 to October 6 [6] - The China-Europe Railway Express has surpassed 3,000 trips this year, 39 days ahead of last year's pace [7] Group 3 - The price of gold reached a new high of $4,040.42 per ounce, with spot gold rising by 1.41% [3][4] - The main contract for U.S. crude oil rose by 0.92% to $62.30 per barrel, while Brent crude increased by 0.9% to $66.04 per barrel [4] - Major U.S. stock indices showed mixed results, with the Nasdaq rising by 1.12% and the S&P 500 increasing by 0.58% [3]

Group 1: US Market Performance - The three major US stock indices closed mixed, with the Nasdaq rising by 1.12% and the S&P 500 increasing by 0.58%, both reaching new closing highs, while the Dow Jones remained nearly flat [4] - Notable tech stocks saw significant gains, with AMD rising over 11% and achieving a three-day cumulative increase of 43%, marking its best three-day performance in nine years [4] - The Nasdaq China Golden Dragon Index rose by 0.87%, with most Chinese concept stocks also experiencing gains, including NIO up over 4% and New Oriental up over 3% [4] Group 2: Federal Reserve Insights - The Federal Reserve's meeting minutes indicated that most officials believe further easing of policies may be appropriate this year, with an emphasis on the upward risks to inflation expectations [4] - Officials noted that recent inflation levels remain high but are expected to gradually return to target levels [4] Group 3: Commodity Prices - Spot gold prices increased by 1.41%, reaching $4040.42 per ounce, with an intraday high of $4059.31, marking a new historical peak [4] - WTI crude oil prices rose by 0.92%, closing at $62.30 per barrel, while Brent crude oil increased by 0.9% to $66.04 per barrel [4] Group 4: European Market Performance - All three major European stock indices closed higher, with Germany's DAX up by 0.87%, France's CAC40 rising by 1.07%, and the UK's FTSE 100 increasing by 0.69% [5] Group 5: Chinese Real Estate Market - In Shenzhen, the number of second-hand residential transactions from September 6 to October 6 increased by 32.63% year-on-year, indicating a significant recovery in the real estate market following new policies [6] Group 6: Automotive Industry Performance - BYD reported a 5.52% year-on-year decline in September sales of new energy vehicles, totaling 396,300 units [11] - SAIC Motor's sales reached approximately 440,000 vehicles in September, marking a 40.4% year-on-year increase, with new energy vehicle sales nearing 190,000 units, up 46.5% [12] Group 7: Mining Sector Developments - Sichuan Gold announced it successfully acquired exploration rights for a gold mine in Xinjiang, which is located in a significant mineral-rich area, potentially enhancing the company's future performance [13][14] Group 8: Corporate Developments - Nobility Healthcare's subsidiary signed a licensing agreement with Zenas BioPharma, involving a total transaction value exceeding $2 billion, which is expected to expand the company's market share and business scope [18][19] - Hainan Huatie's major shareholder decided to terminate a share reduction plan and instead plans to increase holdings in the company by investing between 30 million to 50 million yuan [16] Group 9: International News Impact - The US Senate failed to pass two bipartisan funding bills, resulting in the continued shutdown of the federal government [8] - The US federal budget deficit for the fiscal year 2025 is projected to be $1.8 trillion, a decrease of $80 billion from the previous year [8]

Core Viewpoint - Sichuan Gold has successfully acquired exploration rights for the Kugezi-Juebei gold mine in Xinjiang, which aligns with the company's strategic goals and is expected to enhance its resource base and competitiveness [2]. Group 1: Acquisition and Exploration Rights - On September 30, Sichuan Gold won the exploration rights for the Kugezi-Juebei gold mine in Xinjiang for 510 million yuan, which is located in a significant gold mineralization belt in China [2]. - The exploration area shows favorable geological conditions for mineralization, with gold anomalies extending several kilometers [2]. Group 2: Business Operations - Sichuan Gold's operations focus on the construction, mining, and processing of gold at the Suologou gold mine, producing gold concentrates and refined gold for various applications [3]. - The company has established itself as a major player in the domestic gold mining sector and has received recognition as a national-level green mine enterprise [3]. Group 3: Financial Performance - In the first half of 2025, Sichuan Gold reported revenues of 442 million yuan, an increase of 11.92% year-on-year, and a net profit of 209 million yuan, up 48.41% year-on-year, benefiting from rising gold prices [4]. - Despite the increase in revenue, the production and sales volume of gold concentrates decreased due to the declining ore grade as the Suologou mine enters a residual mining phase [4].

Core Viewpoint - Sichuan Gold has successfully acquired exploration rights for the Kugezi-Juebei gold mine in Xinjiang, which aligns with the company's strategic goals and is expected to enhance its resource base and core competitiveness [1]. Group 1: Acquisition and Exploration Rights - On September 30, Sichuan Gold won the exploration rights for the Kugezi-Juebei gold mine in Xinjiang for 510 million yuan [1]. - The exploration area is located in a significant gold mineralization belt in China, indicating favorable geological conditions for mining [1]. - The funding for this acquisition will come from the company's own funds or bank loans, and it does not require shareholder approval as it falls within the board's authorized limits [1]. Group 2: Business Operations - Sichuan Gold's operations focus on the construction, mining, and processing of gold at the Suoluo River gold mine, producing gold concentrates and refined gold [2]. - The company sells its products to downstream smelting or refining enterprises, which then process them into standard gold products for various uses, including jewelry and government reserves [2]. - Sichuan Gold is recognized as a major gold mining enterprise in China and has been awarded national-level green mine status [2]. Group 3: Financial Performance - In the first half of 2025, Sichuan Gold reported revenues of 442 million yuan, an increase of 11.92% year-on-year, and a net profit of 209 million yuan, up 48.41% year-on-year [3]. - The increase in net profit is attributed to rising gold prices, despite a decrease in the quantity of gold concentrates produced and sold due to the mining site entering a residual mining phase [3]. - The basic earnings per share for the reporting period were 0.4967 yuan [3].

Key Points - Hainan Huatie's shareholder Hu Danfeng has terminated the share reduction plan and plans to increase holdings in the company with an investment of no less than 30 million yuan and no more than 50 million yuan [2] - Yonghe Co. expects a net profit increase of 447.64% to 506.85% year-on-year for Q3 2025, driven by the high demand in the refrigerant industry and product optimization [3] - Delis Co. is planning a change in company control, leading to a suspension of its stock from October 9, 2025 [4] - BYD reported September 2025 sales of 396,300 new energy vehicles, a slight decrease from 419,400 units in the same month last year, while cumulative sales for the year reached 3.26 million units, up 18.64% [5] - Chipone Technology expects Q3 2025 revenue of 1.284 billion yuan, marking a historical high for the company, with a year-on-year increase of 78.77% [7] - Chipone anticipates a significant improvement in profitability for Q3 2025, with new orders expected to reach 1.593 billion yuan, a year-on-year increase of 145.80% [8] - ST Zhengping's stock will be suspended from trading starting October 9, 2025, due to unusual stock price fluctuations [2][28] - Huanxin Cement plans to repurchase shares worth between 32.25 million and 64.5 million yuan [14] - Sichuan Gold won exploration rights for a gold mine in Xinjiang for 510 million yuan, indicating strong geological potential [15]