黄金创历史新高，前8月黄金相关企业注册量涨超22%

Core Insights - The spot gold price has reached a historic high of $3,550 per ounce, marking a 0.45% increase in a single day and a year-to-date rise of over $925, or more than 35% [1] - The recent upward momentum in the gold market is attributed to persistent weak economic data from the U.S., which has bolstered optimistic expectations for a Federal Reserve rate cut in September [1] - Central banks globally continue to increase their gold reserves, with China's central bank reporting a gold reserve of 73.96 million ounces as of the end of July, marking a month-on-month increase of 60,000 ounces and the ninth consecutive month of gold accumulation [1] Industry Overview - There are currently 602,100 gold-related enterprises in China, with a notable increase in registration over the past decade, despite fluctuations [5][9] - In 2024, it is projected that 149,100 new gold-related enterprises will be registered, representing a year-on-year growth of 10.60%, reaching the highest registration volume in nearly a decade [5] - As of August this year, 118,700 gold-related enterprises have been registered, with 117,600 of those registered in the first eight months, reflecting a year-on-year increase of 22.92% [9] - The distribution of gold-related enterprises is predominantly in first-tier cities, which account for 24.80% of the total, followed by third-tier cities and new first-tier cities at 24.26% and 17.11%, respectively [13]