格隆汇10月13日｜A股市场黄金概念股午后进一步拉升，其中，晓程科技涨超10%，西部黄金拉升涨 停，合百集团、中国瑞林此前涨停，豫光金铅、招金黄金、鹏欣资源涨超7%，中金黄金涨超5%，白银 有色、赤峰黄金、湖南白银、山东黄金、四川黄金涨超4%。 消息面上，中美贸易摩擦升级，国际金价续涨，现货黄金升至4074美元/盎司，再创历史新高。现货黄 金年内累涨超55%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 300139 | 晓程科技 | 1 | 10.19 | 83.27亿 | 108.29 | | 603257 | 中国瑞林 | 1 | 10.01 | 90.49亿 | 271.16 | | 601069 | 西部黄金 | 1 | 10.00 | 300亿 | 188.10 | | 000417 | 合百集团 | 1 | 9.94 | 54.36亿 | 11.37 | | 600531 | 豫光金铅 | | 7.62 | 155亿 | 128.36 | | 000506 | 招金黄金 | | 7. ...

Core Viewpoint - The gold industry stocks are experiencing a strong upward trend, driven by increased demand for safe-haven assets amid geopolitical tensions and economic uncertainties [1][3][4]. Group 1: Market Performance - The CSI Gold Industry Stock Index (931238) rose by 2.27% as of October 13, 2025, with notable gains from individual stocks such as Western Gold (601069) up 10.00%, Xiaocheng Technology (300139) up 9.61%, and Yuguang Jinlei (600531) up 8.98% [1][2]. - The Gold Stock ETF (517520) increased by 2.21%, with a cumulative rise of 10.62% over the past two weeks, ranking it in the top one-sixth among comparable funds [1][2]. Group 2: Fund Flows and Demand - The Gold Stock ETF saw a significant increase in scale, growing by 907 million yuan over the past two weeks, placing it in the top one-sixth among comparable funds [2][3]. - The ETF's shares increased by 94 million units in the same period, also ranking in the top one-sixth among comparable funds [3]. - The latest net inflow for the Gold Stock ETF was 192 million yuan, with a total of 111 million yuan attracted over the last four trading days [3]. Group 3: Economic and Geopolitical Factors - The Federal Reserve's dovish signals, including a 97.8% probability of a 25 basis point rate cut, have bolstered market confidence in gold as a safe-haven asset [3]. - Geopolitical tensions, particularly in the Middle East, and the U.S. government shutdown have heightened demand for gold, reinforcing its appeal as a protective investment [3][4]. - Analysts predict that short-term demand for gold will remain strong due to these factors, while long-term trends indicate continued central bank purchases and a shift from net selling to net buying in gold ETFs [4].

Core Viewpoint - The gold sector experienced a significant rally, with notable stock price increases among companies like Xiaocheng Technology and Yuguang Jinlian, driven by a surge in gold and silver prices reaching historical highs [1] Group 1: Company Performance - Xiaocheng Technology saw its stock price increase by nearly 10% during the trading session [1] - Yuguang Jinlian's stock price approached the daily limit, reaching a historical high [1] - Other companies in the sector, including Western Gold, Pengxin Resources, and Zhongjin Gold, also experienced price increases [1] Group 2: Market Trends - The spot price of gold in London surpassed $4,070 per ounce, marking a significant milestone [1] - The spot price of silver rose over 2%, nearing $51.70 per ounce, also achieving a historical high [1]

存储芯片板块的上涨，则是国际市场相关芯片的涨价消息刺激，而芯原股份刚刚发布的公告，更刺激了 相关概念股：预计第三季度营业收入12.84亿元，单季度收入创公司历史新高。 小雨这样的情况，对投资者来说，应该是比较常见：A股大涨的时候，反而有点不知所措。 笔者以为，如何认识当前的宏观面和微观面，对于理解A股的趋势和投资，会有一些帮助。 10月9日的A股走得比较好的板块有可控核聚变、存储芯片、固态电池、黄金概念、以及稀土永磁等， 这些板块的上涨，其实都与"利好"相关，也都与当今的国际政治经济形势密切相关。 可控核聚变是因为有消息说我国紧凑型聚变能实验装置（BEST）完成400吨杜瓦底座精准安装，误差控 制在2毫米内，标志主体工程进入新阶段，预计2027年建成并进行全球首次聚变发电演示。受此消息刺 激，国光电气、中洲特材、哈焊华通、合锻智能、永鼎股份等概念股纷纷涨停。 而稀土板块的强势，也与"好消息"密切相关。10月9日，商务部发布公告，公布对稀土相关技术、境外 相关稀土物项实施出口管制的决定。主要内容有两个：（一）稀土开采、冶炼分离、金属冶炼、磁材制 造、稀土二次资源回收利用相关技术及其载体；（管制编码：1E902. ...

Core Viewpoint - The price of gold jewelry in China has seen a significant increase following the National Day holiday, with various brands reporting substantial price hikes in gold per gram. Price Trends - On October 9, the price of gold jewelry from Chow Sang Sang reached 1170 RMB per gram, an increase of 45 RMB compared to September 30 [2] - Other brands such as Chow Tai Fook and Luk Fook also reported their gold prices at 1168 RMB per gram, up from 1123 RMB, marking a similar increase of 45 RMB [2] - Lao Miao's gold price was reported at 1160 RMB per gram, up 34 RMB from the previous period, while brands like Chow Tai Fook, Lao Feng Xiang, and Chao Hong Ji saw increases between 30 to 40 RMB per gram [2] Stock Market Reaction - On October 9, gold-related stocks in the A-share market experienced a collective surge, with Sichuan Gold hitting the daily limit up, and other companies like Shandong Gold and Zijin Mining seeing increases of over 7% [3][4] - Specific stock performances included Sichuan Gold at 30.48 RMB (+10.00%), Shandong Gold at 43.26 RMB (+9.99%), and Zhongjin Gold at 23.89 RMB (+8.94%) [4] Future Outlook - Multiple research institutions express optimism regarding the future price of gold, citing a clear long-term upward trend [5] - Guosen Securities indicates that the recent rise in international gold prices is not coincidental, attributing it to a combination of long-term logic, short-term factors, and market sentiment [5] - The report highlights a trend of de-dollarization and diversification of reserve assets among countries, with gold emerging as a significant alternative, supported by increasing demand [5] - As of the end of September, China's gold reserves stood at 74.06 million ounces, reflecting a month-on-month increase of 40,000 ounces, marking the 11th consecutive month of gold accumulation [5]

证券之星消息，四川黄金10月9日涨停收盘，收盘价30.48元。该股于9点25分涨停，未打开涨停，截止 收盘封单资金为2.03亿元，占其流通市值2.31%。 今日四川黄金涨停的可能因素有：国际金价持续攀升创历史新高，沪金主力合约日内涨幅超5%突破917 元/克；公司成功竞得新疆高昌区金矿探矿权，资源储备显著增强；半年报净利润同比大增48.41%，受 益黄金价格高企及销售策略优化；作为四川省最大在产金矿企业，业务专注度高达99.86%，叠加四川 国资背景强化市场信心。 10月9日的资金流向数据方面，主力资金净流入7440.31万元，占总成交额31.86%，游资资金净流出 3634.44万元，占总成交额15.56%，散户资金净流出3805.88万元，占总成交额16.3%。 近5日资金流向一览见下表： 该股为黄金概念热股，当日黄金概念上涨8.33%。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 | | | | | 日期 收盘价 涨跌幅 主力净流入 主力净占比 游资净点比 散户净流入 散户净占比 | | | | | | --- | --- ...

Market Overview - A total of 100 stocks reached the daily limit up in the A-share market, with 89 stocks after excluding 11 ST stocks, resulting in a limit-up rate of 71.43% [1] Limit-Up Stocks - The highest limit-up order volume was recorded for Shanzi Gaoke with 795,300 hands, followed by Shanghai Electric, Tongfu Microelectronics, and Zhejiang Fortune Holdings with 618,800 hands, 444,700 hands, and 383,700 hands respectively [2] Continuous Limit-Up Days - Tianji Co., Ltd. achieved 4 consecutive limit-ups, while Shanzi Gaoke, *ST Dongyi, and Guanzhong Ecology had 3 consecutive limit-ups. Jiangxi Copper, Deep Technology, and He Steel Resources each recorded 2 consecutive limit-ups [3] Fund Inflows - 29 stocks had limit-up order funds exceeding 100 million yuan, with Tongfu Microelectronics, Shanghai Electric, and Northern Rare Earth leading at 1.965 billion yuan, 642 million yuan, and 609 million yuan respectively [4] Gold Sector - Multiple gold stocks reached the limit-up, including Sichuan Gold, Shandong Gold, Zhongjin Gold, Western Gold, and Zijin Mining. Sichuan Gold won the exploration rights for the Kugezi-Juebei gold mine in Xinjiang for 51 million yuan [5] - Shandong Gold is actively promoting the development of gold mining projects in Gansu [6] - Zhongjin Gold produced 9.13 tons of gold and refined 19.32 tons in the first half of 2025, with changes of 2.35% and 1.47% respectively compared to the same period last year [7] Nuclear Fusion Sector - Stocks in the nuclear fusion sector that reached the limit-up include Western Superconducting, Haheng Huaton, China Nuclear Engineering, Hezhu Intelligent, and Zhongzhou Special Materials. Western Superconducting is engaging in major domestic nuclear fusion projects [8] - Haheng Huaton provides high-quality welding materials for nuclear fusion equipment [9] - China Nuclear Engineering plays a crucial role in international nuclear fusion projects, enhancing its influence in the field [9] Copper Sector - Copper stocks that reached the limit-up include Yunnan Copper, Jiangxi Copper, Western Mining, Tongling Nonferrous Metals, and He Steel Resources. Yunnan Copper's main product is cathode copper, with by-products including gold, silver, and industrial sulfuric acid [10] - Jiangxi Copper operates several copper mines, including the large open-pit Dexing Copper Mine [11] - Western Mining produced 917,520 tons of copper in the first half of the year, a year-on-year increase of 7.65% [12] Stock Market Activity - The net purchase of Ganfeng Lithium exceeded 100 million yuan, with Ganfeng Lithium, Jianqiao Technology, Shanzi Gaoke, Deep Technology, Western Superconducting, and Tianji Co., Ltd. appearing on the leaderboard [13] - Ganfeng Lithium, Deep Technology, and Tianji Co., Ltd. were the top three net purchase amounts on the leaderboard, with 783 million yuan, 551 million yuan, and 315 million yuan respectively [14] - Institutional investors showed significant net purchases in Ganfeng Lithium, Tianji Co., Ltd., and Canxin Co., with amounts of 521 million yuan, 442 million yuan, and 358 million yuan respectively [15]

Strong Stocks - As of October 9, the Shanghai Composite Index rose by 1.32% to 3933.97 points, the Shenzhen Component Index increased by 1.47% to 13725.56 points, and the ChiNext Index went up by 0.73% to 3261.82 points [1] - A total of 98 stocks in the A-share market hit the daily limit, with the top three strong stocks being: Tianji Co., Ltd. (002759), Shanzi Gaoke (000981), and Deep Technology (000021) [1] - The detailed data for the top 10 strong stocks includes metrics such as consecutive limit-up days, turnover rates, trading volumes, and net buying amounts from the Dragon and Tiger list [1] Strong Concept Sectors - The top three concept sectors based on A-share performance are: Controlled Nuclear Fusion, Metal Lead, and Superconducting Concepts [2] - The detailed data for the top 10 concept sectors includes percentage changes, the proportion of limit-up stocks, and the proportions of rising and falling stocks [2]

Market Overview - On October 9, the A-share market saw a strong rally, with the Shanghai Composite Index rising over 1% to surpass 3900 points, marking a 10-year high [1] - The total trading volume in the Shanghai and Shenzhen markets reached 26,723 billion yuan, an increase of 4,748 billion yuan compared to the previous trading day [1] - The technology sector, particularly the STAR Market, experienced significant gains, with the STAR 50 Index surging over 6% during the session [1] Sector Performance - The non-ferrous metals sector showed remarkable performance, with stocks like Tongling Nonferrous Metals, Northern Copper, and Yunnan Copper hitting the daily limit [1][5] - The rare earth sector also saw gains, with companies like China Rare Earth and Northern Rare Earth reaching their daily limit [8] - The storage chip concept remained active, with stocks such as Zhaoxin Semiconductor and Huahong Semiconductor hitting their daily limit [12] Notable Stocks - Newly listed stock Yunhan Chip City (301563) closed up 40.89%, reaching 164.56 yuan per share, with an intraday high of over 70% [2] - In the Hong Kong market, stocks like Xin Mining Resources and Hang Seng Bank saw significant increases, with Xin Mining Resources rising over 120% [4] Gold and Precious Metals - International spot gold prices surged past $4000 per ounce, reaching a historical high, driven by factors such as the U.S. government shutdown and ongoing expectations of interest rate cuts by the Federal Reserve [6][7] - Analysts suggest that the rise in gold prices is also influenced by global central banks' continued purchases of gold [7] Fusion Energy Sector - The controlled nuclear fusion concept gained traction, with stocks like Changfu Co. and Western Superconducting Technologies hitting their daily limit [9] - The BEST project in Hefei achieved a key breakthrough, marking a new phase in its construction [10] - The upcoming International Atomic Energy Fusion Energy Conference is expected to catalyze further developments in the fusion sector [11] Semiconductor Market - The storage chip market is projected to see price increases, with expectations of a 10% rise in eSSD prices and a 10-15% increase in DDR5 RDIMM prices by Q4 2025 [12][14] - NAND Flash prices are also expected to rise, with estimates of a 5-10% increase in Q4 2025 due to high demand from data centers [14]

Core Points - The gold concept sector has seen a significant increase of 5.22%, ranking 7th among all concept sectors, with 66 stocks rising, including Zhejiang Fu Holdings, Hebang Biology, and Tongling Nonferrous Metals reaching their daily limit [1] - Major gainers in the gold sector include Zhaojin Mining, Yuguang Gold Lead, and Xiaocheng Technology, with increases of 9.94%, 9.87%, and 8.92% respectively [1] - The sector experienced a net inflow of 1.191 billion yuan from main funds, with 45 stocks receiving net inflows, and 13 stocks exceeding 100 million yuan in net inflows [2] Fund Flow Analysis - The top stocks by net inflow ratio include Sichuan Gold, Zhejiang Fu Holdings, and Silver Lead, with net inflow ratios of 41.26%, 38.25%, and 19.18% respectively [3] - The leading stocks in the gold concept by main fund flow include Tebian Electric Apparatus, Western Mining, and Xingye Silver Tin, with net inflows of 684.41 million yuan, 245.32 million yuan, and 220.82 million yuan respectively [3][4] - The overall performance of the gold concept stocks indicates strong investor interest, as evidenced by the significant net inflows and positive price movements [2][3]