Group 1 - The company, Sichuan Gold Co., Ltd., successfully acquired the exploration rights for the Kugezi-Juebei gold mine in Xinjiang for 510.043 million RMB on September 30, 2025 [2] - The company received the Mineral Resource Exploration License from the Natural Resources Department of Xinjiang Uygur Autonomous Region, valid from December 10, 2025, to November 18, 2030 [3] - The exploration area covers 59.05 square kilometers and is located in the Gaochang District of Turpan City, Xinjiang [3] Group 2 - The exploration project is currently at the survey stage, indicating a lower level of work completed, and further exploration is required to obtain mining rights [3] - The company will continue to monitor the progress and fulfill its information disclosure obligations [3]

Core Viewpoint - The company has successfully acquired exploration rights for the Kugez - Juebei gold mine in Xinjiang, indicating a strategic move to expand its resource base and potential future production capabilities [1] Group 1: Acquisition Details - The company won the exploration rights through a bidding process, with a total bid amount of 51,004.30 million yuan [1] - The exploration area covers 59.05 square kilometers and the exploration license is valid until November 18, 2030 [1] Group 2: Current Status and Risks - The gold mine is currently in the exploration phase, which is characterized by a low level of work [1] - There is uncertainty regarding the timeline for obtaining mining rights, and there is a risk that the actual resource quantity may not meet expectations [1]

证券代码：001337 证券简称：四川黄金 公告编号：2025-055 四川黄金股份有限公司 关于竞拍取得探矿权的进展公告 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、交易基本情况 四川黄金股份有限公司（以下简称"公司"）于 2025 年 9 月 22 日召开第二届 董事会第十次会议审议通过了《关于参与竞买新疆高昌区库格孜-觉北金矿普查 探矿权的议案》。2025 年 9 月 30 日，公司以 51,004.30 万元人民币竞得新疆高 昌区库格孜-觉北金矿普查探矿权。以上具体内容详见公司于 2025 年 10 月 9 日 披露的《关于参与探矿权竞买及其结果的公告》（公告编号：2025-046）。 二、进展情况 6、勘查矿种：金矿 7、面积：59.05 平方公里 8、有效期限：2025 年 12 月 10 日至 2030 年 11 月 18 日 三、风险提示 新疆高昌区库格孜-觉北金矿为普查阶段探矿权，工作程度较低，尚需进一 4、勘查项目名称：新疆高昌区库格孜-觉北金矿普查 5、地理位置：新疆维吾尔自治区吐鲁番市高昌区 近日，公司取得了新疆维吾尔自治区自然 ...

证券日报网讯12月18日，四川黄金（001337）在互动平台回答投资者提问时表示，公司将按照有关法律 法规及规范性文件的规定及时履行披露义务。 ...

Group 1 - The precious metals sector increased by 0.98% on December 18, with Shandong Gold leading the gains [1] - The Shanghai Composite Index closed at 3876.37, up 0.16%, while the Shenzhen Component Index closed at 13053.98, down 1.29% [1] - Key stocks in the precious metals sector showed varied performance, with Shandong Gold closing at 37.09, up 2.52%, and Hunan Silver down 0.95% at 6.25 [1][3] Group 2 - The net capital flow in the precious metals sector showed a net outflow of 178 million yuan from institutional investors, while retail investors had a net inflow of 127 million yuan [3][4] - Shandong Gold had a significant net inflow of 87.45 million yuan from institutional investors, while Hunan Silver experienced a net outflow of 95.28 million yuan [4] - The ETF tracking the gold industry, with a product code of 159562, has seen a recent increase in shares by 10 million, with a net subscription of 21.28 million yuan [6]

Group 1: Global Monetary Policy and Economic Conditions - The global monetary policy is shifting towards easing, with a significant increase in the proportion of central banks cutting rates from 13.33% in October 2022 to 85.33% in October 2025, indicating a transition from a tightening to an easing cycle [1] - The expansion of central bank balance sheets suggests a potential re-initiation of quantitative easing (QE), with the contraction rate of major central banks' balance sheets narrowing from -11.16% in April 2024 to -0.89% in October 2025 [2] - Historical data shows that during previous QE periods, commodity price indices, including energy and metals, experienced significant increases, with energy indices rising by 131.88% and metal price indices by 55.29% from 2020 to 2022 [2] Group 2: Precious Metals Market Dynamics - The geopolitical risk index has reached its third-highest level since the 1973 Middle East War, significantly increasing the safe-haven premium for precious metals like gold [3] - Gold prices are expected to trend upwards due to a structural tightening in supply, with global gold consumption averaging around 4,616 tons annually and central bank purchases exceeding 1,000 tons for three consecutive years [4] - Silver supply is projected to grow at a compound annual growth rate (CAGR) of only 1.2% from 31,529 tons in 2024 to 32,666 tons in 2027, while demand is expected to grow at a CAGR of 2.9%, leading to an expanding supply-demand gap [6] Group 3: Specific Metal Insights - Platinum is anticipated to maintain a structural supply shortage, with a projected supply gap of 39 tons in 2025 due to weak mining supply and slow recovery in demand [7] - The demand for platinum jewelry is expected to recover due to high gold prices, while industrial demand remains resilient despite potential impacts from U.S. tariff policies [7] - The ongoing structural improvements in silver supply-demand dynamics and the increase in liquidity premiums are likely to support higher silver pricing [6]

Core Viewpoint - The A-share gold stocks experienced significant declines in the afternoon trading session, with several companies reporting drops exceeding 6% [1]. Group 1: Stock Performance - Xiaocheng Technology saw a decline of 6.80%, with a total market capitalization of 8.223 billion [2]. - Western Gold fell by 6.62%, with a market cap of 24 billion [2]. - Zhaojin Mining decreased by 5.26%, with a market value of 12 billion [2]. - Zhongjin Gold dropped by 4.97%, with a market capitalization of 106.7 billion [2]. - Chifeng Jilong Gold experienced a decline of 4.89%, with a market cap of 59.1 billion [2]. - Hengbang Shares fell by 4.23%, with a total market value of 18.1 billion [2]. - Hunan Gold decreased by 4.18%, with a market capitalization of 32.2 billion [2]. - Shandong Gold dropped by 3.93%, with a market value of 162.4 billion [2]. - Sichuan Gold saw a decline of 3.80%, with a market cap of 11.8 billion [2]. - Shanjin International decreased by 3.35%, with a market capitalization of 65.7 billion [2]. - The overall trend indicates a bearish sentiment in the gold sector, with multiple companies experiencing significant losses [1].

证券之星消息，12月15日贵金属板块较上一交易日上涨2.09%，赤峰黄金领涨。当日上证指数报收于3867.92，下跌0.55%。深证成指报收于 13112.09，下跌1.1%。贵金属板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 6009888 | 赤峰黄金 | 32.69 | 4.78% | 63.06万 | | 20.29亿 | | 001337 | 四川黄金 | 29.21 | 3.66% | 21.94万 | | 6.32亿 | | 000506 | 招金黄金 | 13.68 | 3.17% | 45.71万 | | 6.28亿 | | 601069 | 西部黄金 | 28.25 | 2.80% | 27.34万 | | 7.70亿 | | 600489 | 中全黄金 | 23.16 | 2.48% | 76.99万 | | 17.70亿 | | 600547 | 山东黄金 | 36.67 | 1.86% | 34.24万 | | 12.48亿 | ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：001337 证券简称：四川黄金 公告编号：2025-054 截至2025年12月10日，北京金阳持有公司股份的累计质押情况如下： ■ 三、备查文件 1、北京金阳矿业投资有限责任公司关于所持四川黄金股份有限公司部分股份质押的通知； 四川黄金股份有限公司 关于持股5%以上股东部分股份质押的公告 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。 四川黄金股份有限公司（以下简称"公司"）近日收到持股5%以上股东北京金阳矿业投资有限责任公司 （以下简称"北京金阳"）函件，获悉其将持有公司的部分股份进行了质押，具体情况如下： 一、本次质押的基本情况 ■ 二、股东股份累计质押情况 2、中国证券登记结算有限责任公司投资者证券持有信息（深市）。 特此公告 四川黄金股份有限公司 董事会 二〇二五年十二月十二日 ...

（文章来源：证券日报） 证券日报网讯 12月11日晚间，四川黄金发布公告称，持股5%以上股东北京金阳矿业投资有限责任公司 将其持有的1，840，000股公司股份质押给招商证券，用于日常经营，占其所持股份比例4.43%，占公 司总股本比例0.44%。 ...