Core Viewpoint - The gold industry in A-share listed companies is experiencing significant growth in performance due to sustained high gold prices, as indicated by recent earnings forecasts for the first half of 2025 [1][4]. Group 1: Company Performance - Hunan Gold expects a net profit attributable to shareholders of approximately 613 million to 701 million yuan for the first half of 2025, representing a year-on-year increase of 40% to 60% [4]. - Western Gold anticipates a net profit attributable to shareholders of about 130 million to 160 million yuan, with a year-on-year increase of 96.35% to 141.66% [4]. - Zhongjin Gold forecasts a net profit attributable to shareholders of approximately 2.614 billion to 2.875 billion yuan, reflecting a year-on-year increase of 50% to 65% [5]. Group 2: Gold Price Trends - As of July 11, 2023, COMEX gold closed at 3,370.3 USD per ounce, with a daily increase of 1.34% [2][7]. - The gold price is supported by investment demand, central bank purchases, and technological uses, with mining gold accounting for 74.3% of total gold supply in the first quarter of 2025 [7]. Group 3: Market Dynamics - 95% of surveyed central banks believe they will continue to increase gold holdings in the next 12 months, marking the highest level since 2019, up 17 percentage points from the previous year [7]. - The "Gold+" investment products are gaining attention as they provide stability and enhance the resilience of multi-asset portfolios, especially in the context of increasing global uncertainties [8].
黄金股,业绩大幅预增