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突发!金价跳水!记者实探深圳水贝,商家:“购买人数又上来了!”
证券时报·2025-05-01 05:03

Core Viewpoint - The article discusses the recent significant drop in gold prices, highlighting the factors influencing this decline and the implications for the gold market and related industries. Price Movement - On the first day of the May Day holiday, gold prices fell sharply, with spot gold dropping over 2% to near $3220 per ounce, and remaining below $3230 per ounce with a decline of over 1.8% at the time of reporting [2][3]. Market Trends - The World Gold Council reported that global gold demand in Q1 2025 reached 1206 tons, a year-on-year increase of 1%. Investment demand for gold ETFs surged, with a total of 552 tons, marking a 170% increase year-on-year, the highest quarterly level since Q1 2022 [8]. - In China, gold ETF demand saw a historic high with inflows of approximately 167 billion yuan (about $23 billion, or 23 tons) in Q1, contributing to record levels of assets under management and total holdings [8]. Consumer Behavior - Following the recent drop in gold prices, consumer interest in purchasing gold jewelry has increased, particularly for larger items, as the market anticipates upcoming events like Mother's Day and 520 [6]. - The price of gold jewelry in Shenzhen's Shui Bei area has decreased to 780 yuan per gram, down from over 800 yuan per gram, indicating a shift in consumer purchasing patterns [6]. Industry Impact - The rising gold prices have negatively impacted gold jewelry consumption, leading to a general decline in the performance of downstream gold jewelry companies, while gold mining companies have benefited from the price increase, showing significant growth in their performance [9].