港股概念追踪|全球最大金矿商预计2026年产量将减少10% 机构继续看好贵金属价格走高（附概念股）

Group 1 - Newmont Corporation expects a 10% decline in gold production this year due to poor performance at two mines operated jointly with Barrick Gold Corporation [1] - The company reported record profit data, with adjusted net income rising to $2.8 billion in Q4 2025, equivalent to $2.52 per share [1] - Newmont anticipates that all-in sustaining costs will decrease to $1,680 per ounce in 2026, better than analyst expectations, indicating progress in cost control [1] Group 2 - The CEO of the World Gold Council's Americas region, Juan Carlos Artigas, stated that rising risks and uncertainties are the primary factors affecting current gold price valuations [1] - Global central banks have been net buyers of gold for 16 consecutive years, with significant purchasing potential from emerging market central banks, indicating a "structural shift" driven by central bank demand and risk aversion [1] - Analysts from ING noted that the recent decline in gold prices appears to be a corrective pause rather than the beginning of a deeper downturn, with short-term price movements remaining highly sensitive to dollar fluctuations and overall risk appetite [1] Group 3 - Basic demand for gold is expected to strengthen as liquidity in Asian markets normalizes and macroeconomic uncertainties persist, with further declines potentially attracting new buying interest [1] - Related companies in the precious metals sector include Zijin Mining International (02259), WanGuo Gold Group (03939), Zijin Mining (02899), Zhaojin Mining (01818), Laopu Gold (06181), China National Gold International (02099), Lingbao Gold (03330), and Luoyang Molybdenum (03993) [2]