金业弹性表：金业弹性表2025年11月11日版

Group 1: Industry Overview - The gold industry is rated positively, indicating a favorable outlook for investment opportunities[1] - The report includes forecasts for gold production from listed companies in the industry for the years 2025 to 2027[3] Group 2: Company Performance Metrics - Shandong Gold is projected to produce 50 tons of gold in 2025, with a market value of 166.4 billion yuan, resulting in a market value per ton of 3.33 billion yuan[3] - Zijin Mining is expected to produce 87 tons in 2025, with a total market value of 787.2 billion yuan, equating to a market value per ton of 9.05 billion yuan[3] - The compound annual growth rate (CAGR) for Shandong Gold's production from 2024 to 2027 is estimated at 10%[3] - The CAGR for Zijin Mining's production over the same period is projected at 8%[3] Group 3: Risk Factors - Potential risks include slower-than-expected expansion rates for companies in the industry[5] - Gold price increases may not meet expectations, impacting profitability[6] - Production estimates are based on certain assumptions, which may lead to deviations from actual outcomes[6]