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股价暴涨超529%!这一概念狂飙
证券时报·2025-09-13 12:12

Core Viewpoint - The article highlights the significant rise in gold prices and the corresponding surge in the stock prices of gold-related companies, particularly in the Hong Kong market, driven by strong market sentiment and macroeconomic factors [4][8]. Gold Price Surge - On September 12, spot gold prices reached a record high of $3,674.27 per ounce [3]. - The continuous increase in international gold prices has led to a bullish sentiment in the market, particularly benefiting gold mining stocks [4]. Company Performance - Lingbao Gold has seen an impressive annual increase of 529.56%, reaching a new high since its listing. The company holds mining rights across several provinces in China, with total gold reserves estimated at approximately 131.81 tons (about 4.1 million ounces) and a production of 5.2 tons [5]. - Other companies like China Gold International, Zhaojin Mining, and Zijin Mining have also reported significant stock price increases of 240.44%, 174.62%, and 116.12%, respectively, with Zijin Mining's market capitalization exceeding HKD 757.5 billion [6]. Retail Sector Growth - The retail segment for gold has also strengthened, with Lao Pu Gold's stock price soaring by 204.65% this year and an astonishing 1,714% increase since its IPO. As of September 12, its stock price reached HKD 728.50 [6][7]. - Lao Pu Gold reported a substantial revenue increase of 251% year-on-year, achieving a total revenue of CNY 12.354 billion and a net profit growth of 291% [7]. Market Outlook - Analysts suggest that gold remains a valuable asset for medium to long-term investment, especially amid global economic uncertainties. Expectations of interest rate cuts by the Federal Reserve and ongoing geopolitical tensions are likely to support gold prices [8]. - Zijin Mining's subsidiary, Zijin Gold International, is planning to seek a listing on the Hong Kong Stock Exchange, potentially raising its fundraising target from $2 billion to $3 billion, which could make it the second-largest IPO globally this year [8].