Western Region Gold (SH:601069) Xin Lang Cai Jing·2026-01-28 02:38Core Viewpoint - Western Gold (sh601069) reached its daily limit on January 28, 2026, with a price of 44.26 yuan, marking a 9.99% increase, and a total market capitalization of 40.321 billion yuan, driven by strong growth in gold business, inventory turnover, and expectations of rising gold prices [1] Group 1: Company Performance - The company's gold product revenue in Q3 2025 increased by 129.66% year-on-year, with a gross profit margin of 62.93%, indicating robust growth in the gold business as a key profit source [1] - The company accelerated cash flow improvement by selling accumulated gold concentrates through related party transactions [1] Group 2: Market Trends - Recent fluctuations in the international gold market have led to expectations of price increases, attracting more market attention to gold-related stocks [1] - On January 28, 2026, multiple stocks in the gold sector, including Chifeng Gold, experienced synchronized movements, creating a sector-wide effect [1] Group 3: Technical Analysis - Prior to the limit-up, the stock's MACD indicator formed a golden cross, suggesting positive technical momentum [1] - Data from Tonghuashun showed significant net buying from large orders on January 28, indicating the presence of institutional capital inflow, which contributed to the stock's limit-up [1]