金价涨涨涨！这些企业在“闷声发财”

Core Viewpoint - The article highlights the significant rise in international gold prices, benefiting gold production companies in terms of performance and stock prices. Predictions suggest that gold prices could reach $4,000 by mid-2026, with extreme scenarios pushing it close to $5,000 [2][8]. Group 1: Gold Price Trends - International gold prices have recently surged, with spot gold breaking the $3,650 per ounce mark, setting a new historical record [6]. - The increase in gold prices is attributed to a combination of macroeconomic fundamentals, heightened risk aversion, and active market liquidity [6]. Group 2: Company Performance - Gold mining companies have reported substantial growth in their first-half earnings, with most companies achieving double-digit revenue growth. For instance, Zhaojin Mining's net profit increased by 181.36% year-on-year [7]. - Zijin Mining demonstrated the highest profitability, with a net profit of 23.292 billion yuan [7]. Group 3: Future Predictions - Multiple institutions maintain a bullish outlook on gold prices, with Goldman Sachs predicting a baseline of $4,000 per ounce by mid-2026 and a potential rise to $4,500 under tail risk scenarios [8]. - UBS also forecasts gold prices to reach $3,700 per ounce by June 2026, with a possibility of hitting $4,000 in case of geopolitical or economic deterioration [8].