（文章来源：每日经济新闻） 每经AI快讯，1月23日，黄金珠宝指数大幅拉升，涨幅超3%。豫光金铅涨超7%，四川黄金涨超6%，中 金黄金、山金国际、西部黄金等多股涨幅超4%。 ...

Group 1 - The A-share market saw a strong performance in gold-related stocks, with Silver Holdings hitting the daily limit, Hunan Silver rising over 7%, and Sichuan Gold, Shengda Resources, and Yuguang Gold & Lead increasing over 6% [1] - The international prices of gold and silver reached new historical highs, with spot gold rising to $4,967 per ounce and spot silver reaching $98.8 per ounce [1] - The US dollar weakened, contributing to the rise in gold and silver prices, following the release of data showing that the US economy grew slightly faster than previously reported in the third quarter [1] Group 2 - Notable stock performances include: - Silver Holdings (601212) with a 9.97% increase and a total market value of 76.8 billion - Hunan Silver (002716) with a 7.27% increase and a market value of 45.4 billion - Sichuan Gold (001337) with a 6.88% increase and a market value of 20.5 billion - Shengda Resources (000603) with a 6.71% increase and a market value of 34.5 billion - Yuguang Gold & Lead (600531) with a 6.75% increase and a market value of 19.9 billion [2] - Year-to-date performance shows significant increases, with Hunan Silver up 132.51% and Sichuan Gold up 75.16% [2]

Market Overview - US stock market continues to rise, with Dow Jones up 0.63%, Nasdaq up 0.91%, and S&P 500 up 0.55% [1] - Meta shares increased by 5.66%, marking the largest single-day gain since July 31 [1] - Tesla shares rose by 4.15%, while Microsoft and Amazon saw increases of at least 1.31% [1] Company Developments - Intel's Q1 guidance is disappointing, leading to a post-market drop of over 10% [2] - Nvidia completed a $5 billion investment in Intel in Q4 [2] - Tesla plans to sell humanoid robots to the public by the end of this year or next year [3] - OpenAI is quietly developing humanoid robots with a team of 100 in San Francisco [4] - Meta's Threads platform has surpassed 400 million monthly active users and is launching ads globally [5] Commodity Insights - Goldman Sachs raised its gold price target to $5,400, indicating that wealthy individuals are competing with central banks for limited physical reserves [6] - COMEX gold futures rose by 1.97%, while silver futures increased by 4.05%, both reaching historical highs [7] - US natural gas futures prices surged by 81% within three days, reaching the highest level since December 2022 [7] Regulatory and Policy Updates - The People's Bank of China (PBOC) Governor Pan Gongsheng stated there is still room for further interest rate cuts and reserve requirement ratio reductions this year [8] - The Ministry of Commerce and other departments encourage horizontal mergers and acquisitions in the pharmaceutical retail sector [12] - The State Council's Food Safety Office is drafting national standards for prepared dishes and will seek public opinions soon [12] Industry Trends - The semiconductor industry is seeing significant developments, with Alibaba's T-HEAD planning for an independent IPO [10] - The prepared food sector is undergoing a transformation, with a focus on quality and safety in the supply chain [11] - The retail pharmacy industry is expected to accelerate consolidation, with a projected decrease in the number of pharmacies by nearly 20,000 since Q4 2024 [13] Financial Projections - Zhaoyi Innovation expects a net profit of approximately 1.61 billion yuan for 2025, a 46% increase year-on-year [17] - Shengmei Shanghai anticipates revenues between 6.68 billion and 6.88 billion yuan for 2025, reflecting a growth of 18.91% to 22.47% [18] - Runtu Co. forecasts a net profit of 600 million to 700 million yuan for 2025, representing a growth of 181.05% to 227.89% [18]

Core Viewpoint - The recent surge in gold prices is primarily driven by escalating geopolitical tensions and concerns over a potential new trade war, positioning gold as a key safe-haven asset compared to silver [1][2]. Gold Price Trends - Since January 1, 2023, spot gold prices have risen significantly, surpassing key thresholds of $4400, $4500, $4600, and $4700 per ounce, reaching a new high of $4717.79 per ounce with a 1.00% increase [2][4]. - Year-to-date, spot gold has seen an increase of over 8%, with three-month, six-month, and one-year gains of 9.82%, 39.26%, and 72.69% respectively, indicating a strong upward trend [2]. Jewelry Pricing - The rising gold prices have led to an increase in the retail price of gold jewelry, with several brands reporting prices above 1450 yuan per gram. For instance, Lao Feng Xiang quoted 1456 yuan per gram, while other brands like Chow Tai Fook and Chow Sang Sang reported prices around 1455 yuan per gram [1][2]. - Some brands have adjusted their prices for gold jewelry, with increases ranging from hundreds to thousands of yuan [2]. Stock Market Response - A-share gold-related stocks have collectively strengthened, with companies like He Bai Group, Zhaojin Mining, and Hunan Silver seeing significant gains, with some stocks rising over 10% [3][5]. Future Outlook - Analysts suggest that gold and silver still have upward potential due to ongoing geopolitical risks and uncertainties surrounding the Federal Reserve's policies. The long-term outlook for gold remains positive, with expectations of prices potentially exceeding $6000 [6][7]. - The World Gold Council reported a substantial increase in global gold ETF inflows, reaching $89 billion, indicating strong investor interest in gold as a safe-haven asset [6].

登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、股票交易异常波动的情况 4、公司及公司控股股东、间接控股股东及实际控制人不存在关于本公司应披露而未披露的重大事项， 或处于筹划阶段的重大事项。 5、公司控股股东、间接控股股东及实际控制人在公司股票交易异常波动期间未买卖本公司股票。 三、是否存在应披露而未披露信息的说明 本公司董事会确认，本公司目前没有任何根据《深圳证券交易所股票上市规则》等有关规定应予以披露 而未披露的事项或与该事项有关的筹划、商谈、意向、协议等；董事会也未获悉本公司有根据《深圳证 券交易所股票上市规则》等有关规定应予以披露而未披露的、对本公司股票及其衍生品种交易价格产生 较大影响的信息；公司前期披露的信息不存在需要更正、补充之处。 四川黄金股份有限公司（简称"公司"或"本公司"）股票（证券简称：四川黄金，证券代码：001337）连 续三个交易日（2026年1月19日、2026年1月20日、2026年1月21日）收盘价格涨幅偏离值累计超过 20%。根据《深圳证券交易所交易规则》的相关规定，属于 ...

1月21日，市场冲高回落，沪指午后一度翻绿。沪深两市成交额2.6万亿，较上一个交易日缩量1771亿。盘面上，市场热点快速轮动，全市场超3000只个股上 涨，90只股涨停。从板块来看，贵金属概念全天领涨，四川黄金、招金黄金涨停。芯片产业链爆发，华天科技、龙芯中科、至正股份等十余股涨停。锂矿概 念震荡反弹，盛新锂能、大中矿业、国城矿业涨停。油气概念表现活跃，惠博普、洲际油气涨停。下跌方面，大消费板块集体走弱，白酒方向领跌。银行板 块震荡下跌，农业银行跌近3%。截至收盘，沪指涨0.08%，深成指涨0.7%，创业板指涨0.54%。 今日全市场（不含ST股、退市股）共79股涨停，连板股总数8只，25股封板未遂，封板率为76%。焦点股方面，优必选入主的锋龙股份16连板，电网设备板 块广电电气4连板，黄金股四川黄金5天3板。 一、板块异动 二、涨跌停温度 三、涨跌家数 四、涨停揭秘 | | | | 金融界股灵通复盘(1.21) | | | --- | --- | --- | --- | --- | | 代码 | 简称 | 最终封板 | 几天儿板 | | | | | | 【国产芯片】 | | | 代码 | 简称 | 时间 | ...

随着国际金价的突破上行，黄金股重获市场青睐。 1月21日午后，伦敦金现货最新价升至4888美元/盎司一线，月度涨幅超过13%，逼近5000美元整数价位。 商品、股票市场共振之下，黄金股取得了更为突出的涨幅，当天四川黄金、招金黄金等多只贵金属板块个股 涨停，其中四川黄金月度涨幅已经扩大至57%，创出公司2023年上市以来的历史新高。 | 代码 | 名称 | 现价 | 涨跌幅 | 5日涨跌幅 | | --- | --- | --- | --- | --- | | 300139 | 膀程科技 | 46.37 c | 13.24% | 21.67% | | 000506 | 招金黄金 | 19.33 c | 10.02% | 34.99% | | 001337 | 四川黄金 | 43.76 c | 10.01% | 38.96% | | 002716 | 湖南白银 | 13.64 c | 10.00% | 37.50% | | eologic | 西部黄金 | 35.31 c | 10.00% | 18.29% | | 600988 | 赤峰黄金 | 38.39 c | 9.81% | 18.78% | | 0006 ...

Core Viewpoint - Zijin Mining has achieved significant returns from its investments in various mining stocks, particularly benefiting from the surge in gold prices and the performance of Sichuan Gold [1][2][11] Group 1: Sichuan Gold Performance - Sichuan Gold's stock price reached a historical high of 43.76 CNY per share, with a monthly increase of 57.07% [1][4] - The international gold price hit a milestone of 4800 USD per ounce, contributing to the rise in Sichuan Gold's stock [1][4] - Sichuan Gold's net profit for 2022 to 2024 showed a steady increase, with growth rates of 29.53%, 6.16%, and 17.67% respectively [5] Group 2: Zijin Mining's Investment Gains - Zijin Mining's subsidiary, Zijin Southern, invested approximately 74.95 million CNY in Sichuan Gold, acquiring 8.95% of its shares at a cost of about 1.99 CNY per share [1][7] - Currently, Zijin Southern holds shares valued at approximately 1.468 billion CNY, with total gains from Sichuan Gold reaching around 1.5 billion CNY, resulting in a return on investment of 20 times [1][8] - Zijin Mining's investments in other mining companies, including Cangge Mining and Zhaojin Mining, have also yielded substantial returns, with floating profits of approximately 22.123 billion CNY and 21.765 billion HKD respectively [2][12] Group 3: Market Trends and Future Prospects - The overall mining sector has seen a significant rise, with stock prices of various mining companies increasing dramatically, such as Cangge Mining's 210.15% rise [11][12] - Zijin Mining is expanding its investment portfolio, including a stake in Maken Mining, which is preparing for an IPO [12][13] - The investment strategy of buying mining stocks during a super cycle has proven to be effective, as evidenced by Zijin Mining's impressive returns [13]

随着国际金价的突破上行，黄金股重获市场青睐。 实际上，四川黄金并非黄金板块的热门标的，一直以来也是鲜有机构关注该公司，比如收录的最新一份卖方 研报还要追溯到2025年3月。 过去一年，在申万黄金板块整体实现95%涨幅的情况下，四川黄金同期涨幅仅为34.8%，板块内排名倒数第 二。 不过，因为已经逐步进入年报季，二级市场变得更为注重业绩增长的弹性和确定性。而从这个维度比较，处 于产业链最上游的金矿企业，无疑要明显强于中游冶炼、下游消费企业。 加之四川黄金具备"补涨"需求，最终被二级市场选择成为了黄金股的阶段性龙头，并在过去的五个交易日里 取得三个涨停。 盈利增长预期明确 1月21日午后，现货黄金价格一度升至4888美元/盎司，月度涨幅超过13%，逼近5000美元整数价位。 商品、股票市场共振之下，黄金股取得了更为突出的涨幅，当天四川黄金（001337）、招金黄金（000506） 等多只贵金属板块个股涨停，其中四川黄金月度涨幅已经扩大至57%，创出公司2023年上市以来的历史新 高。 | 代码 | 名称 | 现价 | 涨跌幅 | 5日涨跌幅 | | --- | --- | --- | --- | --- | | ...

编辑丨张伟贤 随着国际金价的突破上行，黄金股重获市场青睐。 1月21日午后，现货黄金价格一度升至 4888美元/盎司，月度涨幅超过13%，逼近5000美元整 数价位 。 商品、股票市场共振之下，黄金股取得了更为突出的涨幅，当天四川黄金、招金黄金等多只 贵金属板块个股涨停， 其中四川黄金月度涨幅已经扩大至57%，创出公司2023年上市以来的 历史新高 。 | 代码 | 名称 | 现价 | 涨跌幅 | 5日涨跌幅 | | --- | --- | --- | --- | --- | | 300139 | 膀程科技 | 46.37 c | 13.24% | 21.67% | | 000506 | 招金黄金 | 19.33 c | 10.02% | 34.99% | | 001337 | 四川黄金 | 43.76 c | 10.01% | 38.96% | | 002716 | 湖南白银 | 13.64 c | 10.00% | 37.50% | | 601069 | 世部黄金 | 35.31 c | 10.00% | 18.29% | | 600988 | 赤峰黄金 | 38.39 c | 9.81% | 18.78 ...