【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇9月24日丨湖南黄金(002155.SZ)公布，新龙矿业收到新邵县应急管理局《关于同意湖南新龙 矿业有限责任公司复产的函》，同意新龙矿业本部从2025年9月25日起逐步恢复生产。经公司资产财务 部初步测算，新龙矿业本部本次停产预计减少公司当期净利润约5,200万元。停产后，新龙矿业积极开 展全员安全教育培训、安全隐患排查整改和设备检修。后续，新龙矿业将通过进一步优化生产方案等措 施，全力组织好生产经营各项工作，降低本次停产对生产经营造成的影响。 （责任编辑：贺翀 ） ...

（文章来源：证券日报） 证券日报网讯 9月24日晚间，湖南黄金发布公告称，公司收到子公司湖南新龙矿业有限责任公司（简 称"新龙矿业"）通知，新龙矿业本部将于2025年9月25日起逐步恢复生产。 ...

Group 1 - The precious metals sector increased by 2.39% on September 24, with Zhaojin Gold leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] - Zhaojin Gold's closing price was 10.03, with a rise of 2.77%, and a trading volume of 397,800 shares [1] Group 2 - The precious metals sector experienced a net outflow of 526 million yuan from institutional investors, while retail investors saw a net inflow of 551 million yuan [2][3] - Hunan Gold had a net inflow of 72.69 million yuan from institutional investors, but a net outflow of 49.38 million yuan from retail investors [3] - Sichuan Gold saw a significant retail net inflow of 83.17 million yuan, despite a net outflow of 68.11 million yuan from institutional investors [3]

Core Viewpoint - Hunan Gold (002155) announced that its subsidiary, Xinlong Mining, will gradually resume production starting September 25 after a temporary halt due to a fatal accident [1] Group 1: Incident Details - On August 24, an employee at Xinlong Mining died due to a rockfall incident while handling anchor mesh in the 7 vein 310-813 mining area [1] - Following the accident, Xinlong Mining suspended operations on August 24 [1] Group 2: Financial Impact - The temporary suspension of operations at Xinlong Mining is estimated to reduce the company's net profit by approximately 52 million yuan [1]

湖南黄金（002155）(002155.SZ)发布公告，公司收到子公司湖南新龙矿业有限责任公司(简称新龙矿业) 通知，新龙矿业本部将于2025年9月25日起逐步恢复生产。 经公司资产财务部初步测算，新龙矿业本部本次停产预计减少公司当期净利润约5,200万元。停产后， 新龙矿业积极开展全员安全教育培训、安全隐患排查整改和设备检修。后续，新龙矿业将通过进一步优 化生产方案等措施，全力组织好生产经营各项工作，降低本次停产对生产经营造成的影响。 ...

经公司资产财务部初步测算，新龙矿业本部本次停产预计减少公司当期净利润约5,200万元。停产后， 新龙矿业积极开展全员安全教育培训、安全隐患排查整改和设备检修。后续，新龙矿业将通过进一步优 化生产方案等措施，全力组织好生产经营各项工作，降低本次停产对生产经营造成的影响。 智通财经APP讯，湖南黄金(002155.SZ)发布公告，公司收到子公司湖南新龙矿业有限责任公司(简称新 龙矿业)通知，新龙矿业本部将于2025年9月25日起逐步恢复生产。 ...

本公司董事会及全体董事、高级管理人员保证公告内容的真实、 准确和完整，对公告的虚假记载、误导性陈述或者重大遗漏负连带责 任。 湖南黄金股份有限公司（以下简称公司）收到子公司湖南新龙矿业有限责任 公司（以下简称新龙矿业）通知，新龙矿业本部将于 2025 年 9 月 25 日起逐步恢 复生产，现将有关情况公告如下： 一、临时停产的原因 2025 年 8 月 26 日，公司在《中国证券报》《证券时报》及巨潮资讯网上披 露了《关于子公司新龙矿业本部临时停产的公告》（公告编号：临 2025-46）。2025 年 8 月 24 日，子公司新龙矿业员工在 7 #脉 310-813 采场处理锚网松石的过程中， 松石突然垮落，事故造成新龙矿业一名员工死亡。新龙矿业本部于 2025 年 8 月 24 日停产。 二、恢复生产情况 新龙矿业收到新邵县应急管理局《关于同意湖南新龙矿业有限责任公司复产 的函》，同意新龙矿业本部从 2025 年 9 月 25 日起逐步恢复生产。 三、停产对公司的影响 证券代码：002155 证券简称：湖南黄金 公告编号：临 2025-48 湖南黄金股份有限公司 关于子公司新龙矿业本部恢复生产的公告 公司将 ...

Core Viewpoint - Hunan Gold announced a temporary production halt at its subsidiary, Hunan Xinlong Mining, due to a safety incident that resulted in one employee's death. Production is set to gradually resume on September 25, following approval from the local emergency management bureau. The halt is expected to reduce the company's net profit by approximately 52 million yuan [1]. Group 1 - A safety accident occurred at Hunan Xinlong Mining on August 24, leading to one fatality [1] - The subsidiary will resume production on September 25 after receiving a recovery approval [1] - The production halt is projected to decrease the company's net profit by about 52 million yuan [1] Group 2 - The company plans to enhance safety management to prevent similar incidents in the future [1]

Industry Investment Rating - The industry investment rating is maintained at "Outperform the Market" [1] Core Viewpoints - The report highlights that the recent Congo export policy for cobalt is expected to drive prices upward, with a significant reduction in export quotas leading to increased demand for replenishment from downstream enterprises [6] - The report suggests a bullish outlook for precious metals following the recent FOMC meeting, despite some market adjustments, indicating a potential slow bull market for gold [4] - Copper prices are anticipated to break through key resistance levels, supported by seasonal demand increases in China [5] - The aluminum market is expected to see price increases due to rising downstream consumption as the National Day holiday approaches [5] - Lithium demand is projected to grow significantly, driven by a major contract signed by CATL for lithium iron phosphate materials, indicating a strong outlook for lithium prices [7] - Uranium prices are expected to rise due to potential export restrictions from Russia, which could significantly impact global supply [8] Summary by Sections Industry Overview - The closing index for the industry is at 6522.39, with a weekly high of 6795.38 and a low of 3912.76 [1] Price Movements - Basic metals saw declines: copper down 1.19%, aluminum down 1.33%, zinc down 2.88%, lead down 0.17%, and tin down 1.53%. Precious metals had mixed results with gold down 0.22% and silver up 1.13% [21] Inventory Levels - Global visible inventories increased for copper by 7945 tons, aluminum by 8010 tons, and zinc by 2724 tons, while lead saw a decrease of 4085 tons [29]

Core Insights - The precious metals sector experienced a significant increase of 6.06% on September 22, with Hunan Silver leading the gains [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Precious Metals Sector Performance - Hunan Silver (002716) closed at 6.75, with a rise of 9.93% and a trading volume of 3.1884 million shares, resulting in a transaction value of 2.11 billion [1] - Zhongjin Gold (600489) saw a closing price of 19.98, up 9.42%, with a trading volume of 1.7282 million shares [1] - Xiaocheng Technology (300139) closed at 27.13, increasing by 9.35% with a trading volume of 714,900 shares [1] - Western Gold (601069) closed at 30.80, up 8.57%, with a trading volume of 531,700 shares [1] - Sichuan Gold (001337) closed at 28.28, increasing by 6.92% with a trading volume of 217,800 shares [1] - Shandong Gold (600547) closed at 38.49, up 5.45%, with a trading volume of 539,100 shares [1] - Hengbang Shares (002237) closed at 14.24, increasing by 4.48% with a trading volume of 418,400 shares [1] - Chifeng Gold (600988) closed at 28.80, up 4.35%, with a trading volume of 667,000 shares [1] - Shanjin International (000975) closed at 20.95, up 3.41%, with a trading volume of 406,800 shares [1] - Hunan Gold (002155) closed at 21.95, increasing by 3.10% with a trading volume of 540,600 shares [1] Fund Flow Analysis - The precious metals sector saw a net inflow of 1.527 billion from main funds, while retail funds experienced a net outflow of 1.303 billion [1] - Major stocks like Shandong Gold (600547) had a net inflow of 330 million, while retail funds saw a net outflow of 281 million [2] - Zhongjin Gold (600489) had a net inflow of 313 million from main funds, but retail funds experienced a net outflow of 361 million [2] - Hunan Silver (002716) recorded a net inflow of 218 million from main funds, with retail funds seeing a net outflow of 130 million [2] - Western Gold (601069) had a net inflow of 165 million from main funds, while retail funds experienced a net outflow of 877 million [2] - Chifeng Gold (600988) saw a net inflow of 149 million from main funds, with retail funds experiencing a net outflow of 127 million [2]