现货黄金周四早盘升破4220美元/盎司，连续4个交易日创下新高，本周累涨200美元。 ...

外交部驳斥美国务院：任何威胁挑衅都是枉费心机；美国政府迎来大规模裁员潮，受影响最大的是这 个部门；官方通报"蔡国强烟花秀"事件调查核查情况丨早报 更多最新消息： 现货黄金周四早盘升破4220美元/盎司，连续4个交易日创下新高，本周累涨200美元。 ...

Core Viewpoint - Global gold prices are rising, benefiting upstream gold mining companies like Shandong Gold, which is expected to see significant profit growth in the upcoming quarters [2][3]. Financial Performance - For the first three quarters of 2025, Shandong Gold anticipates a net profit attributable to shareholders between 3.8 billion to 4.1 billion yuan, an increase of 1.73 billion to 2.03 billion yuan year-on-year, representing a growth of 83.9% to 98.5% [3][4]. - The company expects a non-recurring net profit of 3.78 billion to 4.08 billion yuan, reflecting a year-on-year increase of 80.5% to 94.8% [3]. - In the first half of 2025, Shandong Gold reported operating revenue of 56.766 billion yuan, a year-on-year increase of 24.01% [3]. - The net profit and non-recurring net profit for the same period were 2.808 billion yuan and 2.810 billion yuan, respectively, showing growth rates of 102.98% and 98.74% [3]. Operational Efficiency - The company has improved operational efficiency, leading to an increase in gross margin and net margin, with figures of 17.46% and 6.82% respectively in the first half of 2025, both showing year-on-year increases [2][9]. - The company’s operating cash flow net amount reached 10.503 billion yuan in the first half of 2025, an increase of 4.723 billion yuan year-on-year, representing a growth of 81.72% [9]. Market Performance - Shandong Gold's stock price has surged approximately 90% from the beginning of 2025 to October 14, with the A-share price rising from 22.63 yuan to 42.89 yuan [5][6]. - As of October 14, 2025, the combined market capitalization of Shandong Gold's A and H shares is approximately 191.5 billion yuan, an increase of about 83 billion yuan since the beginning of the year [5]. Strategic Initiatives - The company attributes its rapid growth to external factors, such as rising global gold prices, and internal factors, including optimized production layout and enhanced management practices [5]. - Shandong Gold is actively expanding its resource reserves through acquisitions and exploration, with plans to have 13 mines producing over 1 ton of gold annually by 2025 [7]. - The company has increased its R&D investment to 372 million yuan in the first half of 2025, a year-on-year increase of 38.3% [8][9].

近期金价持续攀升，北京时间10月15日上午，COMEX黄金期货价格曾一度突破4200美元/盎司。 随着黄金市场不断走强，黄金主题ETF规模快速增长。Choice数据显示，截至10月14日，包含商品型和股票型在内的黄金主题ETF总规模已接近2100亿 元，今年以来"吸金"超800亿元。值得一提的是，在金价突破4000美元后，资金买入热情不减，10月9日以来黄金主题ETF净流入逾百亿元。不止国内资 金，全球最大黄金ETF——SPDR Gold Trust的黄金持仓量近期也在不断提升。 年内资金净买入超800亿元 其中，商品型黄金ETF的总规模达1921.09亿元，较去年末增长173%，年内资金净流入702.72亿元；股票型黄金ETF的规模合计172.81亿元，较去年末大增 698%，年内资金净流入为108.72亿元。 今年10月8日，黄金现货价格在历史上首次突破每盎司4000美元大关，但资金并未"恐高"仍在持续买入。Choice数据显示，10月9日至14日期间，资金净流 入黄金主题ETF的数额就超过100亿元，达110.57亿元。其中，商品型黄金ETF净流入91.99亿元，股票型黄金ETF净流入18.58亿元。 ...

◎记者 曾庆怡 北京时间10月15日，国际、国内金价再迎历史性突破。 Wind数据显示，截至10月15日18时30分，国际金价方面，伦敦现货黄金和COMEX（纽约商品交易所） 黄金期货盘中最高价分别为4218.13美元/盎司和4235.8美元/盎司。国内金价方面，上海黄金交易所现货 黄金（Au99.99）和沪金主力合约盘中最高价分别为960元/克和960.42元/克。年初至今，伦敦现货黄金 涨幅已超60%。 市场对美联储降息预期不断强化、对美联储独立性担忧等因素，导致金价在今年第三季度以来的走势超 乎市场预期。 那么，黄金还能"牛"多久？ 受访专家普遍认为，长期来看，支撑黄金价格上行的核心逻辑仍在，但短期需警惕金价快速上涨中暗藏 的技术性回调风险，金价在四季度预计步入震荡阶段。 "同时，美国总统特朗普对美联储的干预不断增加。"徐颖分析，在美联储理事阿德里安娜·库格勒辞职 后，特朗普火速提名倾向大幅降息的白宫经济顾问斯蒂芬·米兰作为临时理事，持续施压美联储主席鲍 威尔降息并解雇美联储理事莉萨·库克，美联储内部对于降息前景的分歧也明显增加。由此，市场对美 联储独立性的担忧成为黄金价格上涨的又一催化剂，国际金价在第 ...

10月14日，山东黄金（证券代码：600547）披露2025年前三季度业绩预增公告，预计2025年前三季度实 现归属于母公司所有者的净利润为38.0亿元至41.0亿元，与上年同期相比增加17.3亿元到20.3亿元，同比 增加83.9%到98.5%。实现归属于母公司所有者的扣除非经常性损益后的净利润为37.8亿元至40.8亿元， 与上年同期相比增加16.9亿元到19.9亿元，同比增加80.5%到94.8%。 今年以来，国际金价持续攀升。特别是进入第三季度后的8月底以来，黄金价格迅速上涨。山东黄金业 绩预告发布当日，国际金价盘中一度突破4170美元/盎司，创下历史新高。 另一方面，山东黄金还在推进矿山采掘外委施工逐步转为自营，进一步增加生产设备的购置、更新及产 业工人的配备，从而推动公司更加长远、健康、可持续发展。 值得注意的是，10月11日，山东黄金的控股股东山东黄金集团有限公司与山东重工集团有限公司签署了 战略合作协议。根据战略合作协议，双方将在矿山装备研发与应用、绿色物流运输、全球资源共享等领 域开展更深层次合作，发挥协同优势，共同推动产业高端化、智能化、绿色化转型。 山东黄金表示，由于统筹优化生产布局，强 ...

Core Viewpoint - The company plans to produce 16 tons of gold in 2025, and the rising gold prices will have a positive impact on its performance, although the overall effect is limited due to low self-sufficiency in copper concentrate production [1]. Group 1 - The company has set a gold production target of 16 tons for the year 2025 [1]. - The increase in gold prices is expected to positively influence the company's financial performance [1]. - The company's low self-sufficiency in copper concentrate means that the impact of rising gold prices on overall performance is limited [1].

Core Insights - International spot gold prices have strengthened significantly, with the London gold spot price surpassing $4200 per ounce for the first time in history, increasing by over 1.4% in a single day [1]. Price Data Summary - The current price of London gold is $4200.186 per ounce, reflecting an increase of $58.651 or 1.42% from the previous total of $4141.535 [2]. - The highest price recorded during the day was $4200.640, while the lowest was $4140.065 [2]. - Moving averages indicate a bullish trend, with the 5-day moving average at $4089.106, the 10-day at $4017.063, and the 20-day at $3890.352 [2].

智通财经APP获悉，黄金珠宝股涨幅居前，截至发稿，老铺黄金(06181)涨10.39%，报765港元；周生生 (00116)涨7.21%，报14.58港元；周大福(01929)涨5.13%，报15.36港元；六福集团(00590)涨3.35%，报 25.28港元。 消息面上，据上证报报道，10月15日，国际国内金价再创新高。当日，多家黄金珠宝品牌公布的境内足 金饰品价格也水涨船高，其中较高的已突破1235元/克关口。具体而言，10月15日，周大福足金（饰 品、工艺品类）、六福珠宝足金999/足金、谢瑞麟足金饰品、潮宏基足金（首饰摆件）境内价格以及老 庙黄金上海区域足金饰品价格为1235元/克，周生生足金首饰境内价格为1233元/克，单克均较10月1日 上涨超100元。 ...

10月15日，现货黄金持续走强，史上首次突破4200美元/盎司关口，日内涨近1.4%。 ...