| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 601069 | 西部黄金 | 29.82 | 10.00% | 62.19万 | 17.22亿 | | 002716 | 湖南白银 | 6.11 | 5.71% | 246.97万 | 14.93 Z | | 600988 | 赤峰青金 | 27.85 | 4.86% | 85.51万 | 23.50 Z | | 001337 | 四川黄金 | 26.34 | 4.07% | 1 20.48万 | 5.32亿 | | 600547 | 山东黄金 | 37.69 | 3.97% | 54.54万 | 20.37亿 | | 002237 | 恒邦股份 | 13.38 | 3.88% | 36.85万 | 4.87亿 | | 002155 | 湖南黄金 | 21.53 | 3.76% | 71.60万 | 15.18 Z | | 300139 | 際程科技 | 23.27 | 3.51% | 73.76万 | 16.73亿 | | 600489 | 中 ...

桥水中国在题为"分散化投资正当时"的文章中表示，尽管金价已有明显上涨，但我们仍认为其有配置价 值，能为投资组合提供分散化效益。值得注意的是，投资者尚未大幅调整黄金配置，而提升黄金吸引力 的长期结构性因素，短期之内似乎不太可能减弱。持续的通胀担忧、高企的政府债务（提升了未来债务 货币化的可能性），以及不断升级的区域政治紧张局势，这些因素共同动摇着法定货币的价值。黄金的 价格走势反映出，全球央行与其他投资者正越来越多地通过黄金来对冲货币风险。换言之，目前存在大 量资金似乎愿意以当前价格买入黄金，即便需承担零"利息收益"的机会成本，也要通过配置黄金以对冲 因区域冲突或货币贬值导致重大资本损失的风险。 截至2025年9月5日 13:07，中证沪深港黄金产业股票指数(931238)强势上涨3.62%，成分股西部黄金 (601069)上涨9.70%，白银有色(601212)上涨6.81%，紫金矿业(02899)上涨5.85%，招金矿业(01818)，湖 南白银(002716)等个股跟涨。黄金股票ETF基金(159322)上涨3.40%，最新价报1.46元。拉长时间看，截 至2025年9月4日，黄金股票ETF基金近1周累计 ...

证券之星消息，9月4日贵金属板块较上一交易日下跌2.58%，湖南黄金领跌。当日上证指数报收于3765.88，下跌1.25%。深证成指报收于 12118.7，下跌2.83%。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) | | --- | --- | --- | --- | --- | --- | | 601069 | 西部賃金 | 27.11 | 2.26% | 77.04万 | 20.83亿 | | 300139 | 晓程科技 | 22.48 | 1.95% | 71.41万 | 15.79亿 | | 600547 | 山东黄金 | 36.25 | -1.23% | 51.22万 | 18.53亿 | | 000975 | 山舍国际 | 20.35 | -1.88% | 39.19万 | 8.03亿 | | 001337 | 四川黄金 | 25.31 | -1.94% | 19.59万 | 4.98亿 | | 002237 | 恒邦股份 | 12.88 | -2.72% | 37.31万 | 4.87亿 | | 600489 | 中全黄金 | 1 ...

分红方面，湖南黄金A股上市后累计派现12.28亿元。近三年，累计派现5.53亿元。 机构持仓方面，截止2025年6月30日，湖南黄金十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股2825.53万股，相比上期减少675.25万股。前海开源沪港深优势精选混合A（001875）位居 第三大流通股东，持股2280.63万股，相比上期增加658.34万股。南方中证500ETF（510500）位居第四 大流通股东，持股1623.31万股，相比上期增加551.65万股。前海开源优质企业6个月持有混合A （010717）位居第五大流通股东，持股1598.04万股，相比上期增加463.54万股。前海开源中国稀缺资产 混合A（001679）位居第七大流通股东，持股1414.39万股，相比上期增加356.24万股。前海开源国家比 较优势混合A（001102）位居第八大流通股东，持股1263.52万股，相比上期增加314.70万股。景顺长城 景盛双息收益债券A类（002065）退出十大流通股东之列。 资料显示，湖南黄金股份有限公司位于湖南省长沙经济技术开发区人民东路二段217号14楼，成立日期 2000年12月26日 ...

Market Overview - The non-ferrous metal sector has seen a strong rebound, with the Shenwan Non-Ferrous Metal Index rising by 8.59% over the past two weeks, ranking fifth among 31 primary industries [7] - The market has shown significant structural differentiation, with small metals, precious metals, and new materials performing particularly well, while rare earths, copper, and aluminum have attracted substantial capital [1][2] Precious Metals - Gold and silver prices have strengthened, with COMEX gold closing at $3,516 per ounce, reflecting a year-to-date increase of 31.63%, while silver has risen by 35.88% [1][17] - The demand for gold from global central banks continues to rise, enhancing its financial attributes, leading to increased investment in companies like Shandong Gold, Zhongjin Gold, and Hunan Gold [1][17] Industrial Metals - Copper prices have shown a strong upward trend, with LME copper settling at $9,805 per ton, up 12.89% year-to-date, driven by expectations of increased infrastructure investment and demand from the renewable energy sector [2][23] - Aluminum prices are constrained by production capacity limits, with domestic electrolytic aluminum capacity reaching 44 million tons, while demand from the new energy sector remains robust [2][27] Rare Earths - The rare earth sector has experienced a strong performance, with the rare earth price index rising by 6.39% over the past two weeks and 37.44% year-to-date [2][41] - Recent policy changes have tightened supply controls, benefiting companies like China Rare Earth, Northern Rare Earth, and Shenghe Resources [2][41][55] Small Metals - The small metals sector has seen significant price increases, with black tungsten concentrate prices rising by 24.26% over the past two weeks and 75.52% year-to-date [3][30] - Tin prices have also increased due to raw material shortages and recovering semiconductor demand, benefiting companies like Tin Industry Co., Huaxi Nonferrous Metals, and Xingye Silver Tin [3][31] Energy Metals - The energy metals sector has shown mixed performance, with electrolytic cobalt prices rising by 1.33% over the past two weeks and 86.71% year-to-date, while lithium carbonate prices have decreased by 3.69% in the short term but remain positive year-to-date [3][47][49] - Companies like Zijin Mining, Ganfeng Lithium, and Huayou Cobalt are positioned well across multiple supply chains, benefiting from low inventory and downstream replenishment demand [3][47] Fund Flow and Market Sentiment - The non-ferrous metal ETF has seen record trading volumes, with significant inflows into rare earth and copper sectors, indicating strong market sentiment and recognition of the sector's growth potential [3][56] - The market is shifting towards low-valuation, high-growth segments, with leading companies benefiting from favorable conditions [3][56]

黄金概念股持续活跃，白银有色涨停，西部黄金、中国瑞林、晓程科技、湖南黄金、中金黄金跟涨。 ...

Core Insights - The overall performance of listed companies in Hunan shows stability and growth, with a 5.6% increase in revenue and a 13.4% increase in net profit compared to the previous year [5][9]. Group 1: Financial Performance - A total of 147 listed companies in Hunan reported a combined revenue of 455.8 billion yuan, with over 60% achieving positive revenue growth [5]. - The net profit for these companies reached 30.4 billion yuan, with more than 75% of the firms reporting profitability [5]. - The overall revenue for A-share listed companies in China was 35.01 trillion yuan, with a year-on-year growth of 0.16% [5]. Group 2: Growth Leaders - Thirteen listed companies in Hunan achieved revenues exceeding 10 billion yuan, with Hualing Steel leading the list [9]. - Hunan Gold experienced a remarkable revenue increase of 87.89%, marking it as the fastest-growing company among the top ten in terms of revenue [9]. Group 3: International Revenue - Hunan listed companies saw a 16% increase in overseas revenue, with total foreign income reaching 4.90 trillion yuan [14]. - Zoomlion and Anker Innovations reported overseas revenues exceeding 10 billion yuan, with Zoomlion's overseas income at 13.8 billion yuan, a 15% increase [14]. Group 4: Dividends - A record number of 18 listed companies in Hunan announced mid-term dividends totaling 5.813 billion yuan, nearly doubling the amount from the previous year [17]. Group 5: R&D Investment - The total R&D investment by listed companies in Hunan exceeded 16.8 billion yuan, reflecting an 8.46% year-on-year increase [21]. - Hualing Steel led in R&D spending with over 2.842 billion yuan, while several other companies also invested significantly in innovation [19][21]. Group 6: Stock Performance - The stock prices of 128 out of 147 listed companies in Hunan increased during the first half of the year, particularly in sectors like pharmaceuticals, electronics, and new materials [26].

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]

9月2日，现货黄金价格突破3500美元/盎司，创下历史新高。年初至今，金价累计涨幅超33%。 据网友在社交平台上发帖，深圳水贝今日金价为 811元/克，回收价为789 元/克。 据网友发布的视频显示，9月2日有不少消费者来深圳水贝购买金饰。 据证券时报，在水贝从事黄金珠宝生意的陈经理表示："对于普通消费者来说，克价800元是个分水岭。每次金价突破800元/克，对零售生意的影响就会放 大。不过，我认为金价还有上涨空间。" 国际金价五连涨 9月1日，COMEX黄金主力合约价格快速拉升，盘中最高触及3552.4美元/盎司，再创历史新高。伦敦现货黄金价格同步攀升，最高达3486.16美元/盎司。 此外，COMEX白银期货价格也于9月1日上午刷新历史新高，盘中最高触及41.64美元/盎司，年内累计涨幅达41%，超过黄金同期涨幅。 截至发稿，COMEX黄金报3565.44美元/盎司，伦敦现货黄金报3494.41美元/盎司。这已是国际金价连续第五个交易日上涨。 | 名称 | 最新价 ÷ | 涨跌幅 ◆ > | | --- | --- | --- | | 黄金延期 | 802.07 | +0.96% | | AUTD | | ...

以下文章来源于大胡子财研社 ，作者湾区区长 大胡子财研社 . 独到的财经观点，深度的金融分析，助你抓住最新财富机会，实现资产稳步增长！ 上周我们在文章中刚刚给大家预告—— 接下来黄金将会开启一波大幅度上涨。 上周文章截图 没想到这才过了个周末，这个预判就被验证了。 今天上午，COMEX期货黄金价格涨超1%，价格突破3550美元/盎司， 最高达到3557.1美元/盎司，创历史新高。 现货黄金价格最高达到3489美元 /盎司，接近前高的3499美元 /盎司。 国内的黄金股，也有非常好的表现。 比如 西部黄金 直接涨停， 湖南黄金 大涨8%； 中金黄金、山东黄金、山金国际、赤峰黄金 基本都大涨超过6%。 黄金一大早就开始逼近4月份的前高点，这说明两点： 第一，从技术面上看，黄金持续4个多月的震荡行情已经结束， 震荡结束价格实现突破之后，黄金将会开启主升行情； 第二，黄金的行情才刚刚启动就已经接近前高的位置，这就意味着 接下来黄金一旦开始拉升，价格将会大大突破前高的价位，价格将会冲击3700- 4000美元 /盎司。 黄金上涨的逻辑，我之前在我们的文章中就已经说过很多次了： 微观上是 美联储降息的预期 ，宏观上是 美 ...