作为国内黄金行业的重要参与者，公司业务覆盖金、锑、钨等多类矿产资源的采选与销售，形成了多元 化的产品矩阵。公司明确表示，2025年业绩大幅增长的核心驱动力，是金、锑、钨三大核心产品销售价 格同比上涨。 招金黄金则预计2025年实现归属于上市公司股东的净利润1.22亿元至1.82亿元，而上年同期该指标为亏 损1.27亿元，成功实现同比扭亏为盈。对于业绩变动远东，招金黄金指出，主营业务扭亏，子公司斐济 瓦图科拉金矿技改增产增效，叠加黄金价格上涨，毛利润大幅提高。 【文/羽扇观金工作室】 2025年国际黄金价格一路高歌猛进，持续刷新历史纪录，国内黄金行业景气度同步攀升。 1月25日晚间，湖南黄金（002155）与招金黄金（000506）双双披露2025年度业绩预告，前者净利润实 现50%-90%的高速增长，后者则成功扭亏为盈。 截至26日10点25分，贵金属板块大涨10%，其中湖南黄金、招金黄金、恒邦股份、四川黄金涨停，晓程 科技涨超17%，赤峰黄金、紫金矿业、山东黄金、山东国际、中金黄金均涨超7%。 | 第合屋 | 3237.51 ± 297.07 ± 10.10% | | --- | --- | | 3238. ...

今日（1月26日）有色金属板块逆市领涨全行业，板块热门ETF——有色ETF华宝（159876）场内价格 盘中飙涨5.02%，刷新上市以来的高点，实时成交额1.42亿元，开盘不足一小时，当前成交额已超前一 交易日全天成交额。 伴随火热的行情，资金积极抢筹，截至发稿，获资金实时净申购1.09亿份！拉长时间来看，近10日连续 吸金，合计狂揽5.69亿元！ | 序号 | 名称 | 涨跌幅 ▼ | 两日图 | 申万一级行业 | 申万二级行业 | 申万三级行业 | 总市值 | 成交额 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 织钛股份 | 10.13% | BOOK COMPANIA | 钢铁 | 冶钢原料 | 冶钢辅料 | 394Z | 8.711Z | | 2 | 铜陵有色 | 10.06% | 1 | 有色金属 | 工业会展 | 铜 | 1012亿 | 50.29亿 | | 3 | 白银有色 | 10.03% | | 有色金属 | 工业会属 | 相 | 845 Z | 47.36亿 | | 4 | 佛歌碰煲 | 10.01% | ...

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 受益于金价上涨，多家黄金相关企业预计2025年业绩同比增长。 1月25日晚，湖南黄金发布业绩预告，预计2025年净利润为12.7亿元—16.08亿元，同比增长50%— 90%。 对于业绩增长，湖南黄金表示，报告期内，业绩上涨主要是公司金、锑、钨产品销售价格同比上涨。 无独有偶，招金黄金1月25日晚也发布2025年度业绩预告，预计净利润为1.22亿元—1.82亿元，上年同期 亏损12742.80万元。 招金黄金表示，业绩变动原因为主营业务扭亏，子公司斐济瓦图科拉金矿技改增产增效，叠加黄金价格 上涨，毛利润大幅提高。 此前，赤峰黄金曾于1月5日发布2025年年度业绩预增公告，预计2025年度净利润为30亿元到32亿元，与 上年同期（法定披露数据）相比增长约70%到81%。主要原因为公司2025年度主营黄金产量约为14.4 吨，主营黄金产品销售价格同比上升约49%，境内外矿山企业盈利能力增强。 紫金矿业2025年年度业绩也预喜。据紫金矿业公告，预计公司2025年净利润约510亿—520亿元，与上年 同期320.51亿元相比，将增加约189亿—199亿 ...

Market Overview - The A-share market opened higher on January 26, with the Shanghai Composite Index up 0.41%, the Shenzhen Component Index up 0.05%, and the ChiNext Index down 0.36% [1] - The Hong Kong market saw the Hang Seng Technology Index drop over 1%, with companies like Xiaopeng Motors, Kuaishou, and Bilibili falling more than 3% [1] Precious Metals Sector - The precious metals sector continued its strong performance, with stocks like Hunan Gold and Shengda Resources hitting the daily limit, and Yuguang Gold Lead achieving two consecutive limits [3] - Key stocks in the precious metals sector included: - Hunan Gold: 10.02% increase - Shengda Resources: 10.01% increase - Yuguang Gold Lead: 9.98% increase [4] Basic Metals Sector - The basic metals sector also saw gains, with New Weiling rising over 14% and several other stocks like Yongjie New Materials and Xingye Silver Tin hitting the daily limit [5] - Notable performances included: - New Weiling: 14.44% increase - Yongjie New Materials: 10.01% increase - Xingye Silver Tin: 9.80% increase [6] Solar Energy Sector - The solar energy sector opened significantly higher, with stocks like Oputai rising over 25% and Dongfang Risen achieving a 20% limit [9] - Key stocks in the solar sector included: - Oputai: 25.86% increase - Dongfang Risen: 19.99% increase - Tuo Ri New Energy: 10.07% increase [10] News Impact - Spot gold prices broke through $5080 per ounce, reaching a new high, while the Shanghai Futures Exchange silver contract hit a limit, currently priced at 27,634 yuan per kilogram, up 14.55% [7] - Elon Musk announced at the Davos Forum that SpaceX and Tesla plan to build a total of 200GW of solar capacity in the U.S. over the next three years, with each company contributing 100GW [11]

南方财经1月26日电，湖南黄金（002155.SZ）公告，公司拟通过发行股份的方式购买湖南黄金集团有限 责任公司和湖南天岳投资集团有限公司合计持有的湖南黄金天岳矿业有限公司100%股权，以及湖南黄 金集团有限责任公司持有的湖南中南黄金冶炼有限公司100%股权，同时拟发行股份募集配套资金。 ...

Core Viewpoint - The colored metal ETF (512400) is experiencing significant growth, driven by rising prices in precious and industrial metals, with expectations for continued upward momentum in the sector due to various macroeconomic factors [1][2][3]. Group 1: Market Performance - As of January 26, 2026, the colored metal ETF (512400) increased by 4.62%, with a trading volume of 1.108 billion yuan and a turnover rate of 2.8% [1]. - The index tracking the colored metal sector, the Zhongzheng Shenwan Colored Metal Index, saw notable gains in individual stocks, including silver rising by 10.03%, Hunan Gold by 10.01%, and Xingye Silver Tin by 9.99% [1]. - The colored metal sector has attracted significant investment, with over 36 billion yuan net inflow into colored metal-themed ETFs (excluding gold) this year, bringing the total scale to over 100 billion yuan [2]. Group 2: Price Trends and Predictions - On January 26, spot gold prices surpassed $5,080 per ounce, marking a new high with an intraday increase of over 2%, while spot silver rose over 3% to reach $106.83 per ounce [2]. - Historical patterns suggest that gold prices may increase between 10% and 35% in 2026, influenced by expectations of Federal Reserve interest rate cuts, instability in the US dollar, midterm elections, and geopolitical uncertainties [2]. - The recent surge in metals such as gold, silver, tin, and lithium indicates a potential bull market for colored metals, with ongoing valuation adjustments lagging behind commodity price increases [2]. Group 3: Investment Sentiment and Strategies - Fund companies and investors are increasingly focusing on the colored metal sector, with public funds significantly increasing their positions in this industry by the fourth quarter of 2025 [2]. - Current market narratives driving global asset performance include the weakening of the US dollar credit cycle, the formation of a new monetary system anchored by gold pricing, and the reconfiguration of global supply chains [3]. - The colored metal ETF (512400) closely tracks the Zhongzheng Shenwan Colored Metal Index, which comprises 50 listed companies in the colored metal and non-metal materials sectors, reflecting the overall performance of this industry [3].

Group 1 - Precious metals sector continues to surge, with notable performances from companies such as Zhaojin Gold (000506) achieving three consecutive trading limits in six days [1] - Sichuan Gold (001337) has reached four trading limits in eight days, indicating strong market interest [1] - Other companies like Xingye Silver Tin (000426), Hunan Gold (002155), Shengda Resources (000603), Hunan Silver (002716), and Yuguang Gold Lead (600531) also hit trading limits, reflecting a broad rally in the sector [1] Group 2 - Xiaocheng Technology (300139) saw a significant increase of over 15%, reaching a new high, showcasing investor confidence [1] - Shanjin International (000975) followed the upward trend, indicating a positive sentiment across the precious metals industry [1]

Group 1 - The gold market has reached a historic moment, with both spot and futures prices surpassing $5000 per ounce for the first time, with COMEX futures at $5073.4 and London spot gold at $5077.32, reflecting increases of 1.88% and 1.79% respectively [1] - The A-share gold sector experienced a surge, with multiple stocks such as Hunan Gold, Xinye Silver, and Shengda Resources hitting the daily limit [2][3] - The price of gold jewelry continues to rise, with brands like Chow Sang Sang and Lao Miao reporting prices of 1574 RMB and 1575 RMB per gram respectively [5][6] Group 2 - International gold prices have been on a continuous rise, setting historical records at $4700, $4800, and $4900 per ounce amid geopolitical tensions and a declining US dollar index [9] - There is a growing interest in structured deposit products linked to gold prices, with banks launching various offerings that are quickly sold out, indicating strong demand [11] - The demand for gold investment and storage has increased, leading to a surge in bank safe deposit box rentals, with reports of boxes being fully booked in Beijing [12]

26日盘中，现货黄金突破5000美元/盎司大关，续创历史新高；现货白银一度大涨超5%。 中信建投（601066）证券指出，地缘风险再度上升，避险资金不断融入黄金市场。全球白银的库存扣除 ETF锁定的部分，可流动的白银体量仍旧偏低，白银作为黄金的价格放大器，涨幅更为突出。押注美联 储鸽派掌门人接班造成的美元信用弱化及地缘冲突风险抬升，避险配置及央行购金行为延续，强化贵金 属牛市格局。 黄金概念26日盘中再度走高，截至发稿，湖南黄金（002155）、盛达资源（000603）、中国黄金 （600916）、豫光金铅（600531）等均涨停，中金黄金（600489）、白银有色（601212）、招金黄金 （000506）等涨超8%。值得注意的是，盛达资源、豫光金铅、中国黄金已连续两个交易日涨停。 ...

Group 1 - The core viewpoint of the news is the significant rise in the gold industry, with the China Securities Hong Kong-Shenzhen Gold Industry Stock Index increasing by 5.80% and individual stocks like Laopu Gold and Hunan Gold seeing gains of 12.44% and 10.01% respectively [1] - The gold futures price on the New York Commodity Exchange surpassed $5000 per ounce, marking a historic milestone [1] - Goldman Sachs predicts that central banks will purchase 60 tons of gold monthly this year, and with the Federal Reserve's interest rate cuts, the scale of gold purchases by ETFs is expected to increase, leading to a revised year-end gold price forecast of $5400 per ounce [1] Group 2 - As of December 31, 2025, the top ten weighted stocks in the China Securities Hong Kong-Shenzhen Gold Industry Stock Index account for 63.58% of the index, with major companies including Zijin Mining and Shandong Gold [2] - The individual performance of key stocks includes Zijin Mining at 4.77% increase and Shandong Gold at 5.76% increase, with their respective weights in the index being 11.20% and 9.05% [3]