湖南黄金2026年2月3日涨停分析：重大资产重组+业绩预增+产业链整合

Group 1 - Hunan Gold (sz002155) reached the daily limit of 36.63 yuan, with a rise of 9.91%, and a total market capitalization of 57.193 billion yuan as of February 3, 2026 [1] - The company is undergoing a significant asset restructuring, acquiring 100% equity of Golden Tianyue and Central South Smelting, which will significantly increase gold resource reserves and smelting capacity [2] - The company expects a 50%-90% increase in performance for 2025, benefiting from rising prices of gold, antimony, and tungsten products, enhancing its main business profitability [2] Group 2 - The acquisition will achieve vertical integration of gold mining and smelting, expected to increase net profit by approximately 189 million yuan annually, enhancing overall competitiveness [2] - New Shao Siwei has obtained a 20-year mining right, adding 70,411 tons of tungsten resources and a designed capacity of 990,000 tons per year, providing resource security for long-term development [2] - The precious metals sector is experiencing active performance, with capital inflow trends, and increased market attention on gold-related stocks as a safe-haven asset in the current economic climate [2]