Market Overview - The Hong Kong stock market experienced a decline, with the Hang Seng Index dropping 0.48% to close at 26,829.46 points, while the total trading volume reached 173.8 billion HKD [1] - The market is expected to enter a "low season" due to the impact of the National Day and Mid-Autumn Festival holidays, compounded by uncertainties surrounding the U.S. government's short-term financing plan [1] Blue-Chip Stocks Performance - Geely Automobile (00175) saw a notable increase of 3.36%, closing at 19.67 HKD, contributing 6.07 points to the Hang Seng Index. The company announced a share buyback plan worth up to 2.3 billion HKD, indicating management's belief that the stock is undervalued [2] - Other blue-chip stocks included Hengan International (01044) up 3.46%, NetEase-S (09999) up 2.92%, while Semiconductor Manufacturing International Corporation (00981) and CNOOC (00883) saw declines of 1.7% and 1.39%, respectively [2] Sector Performance Gold Stocks - Gold stocks performed strongly, with several companies reaching new highs. Chifeng Jilong Gold Mining (06693) rose 13.26%, China Silver Group (00815) increased by 12.5%, and Shandong Gold (01787) was up 7.61% [3] - Spot gold prices surpassed 4,000 USD per ounce, marking a year-to-date increase of nearly 1,400 USD per ounce, or over 52% [3] Cryptocurrency Stocks - Cryptocurrency-related stocks faced declines, with Boyaa Interactive (00434) down 8.48% and Okcoin Chain (01499) down 7.69%. The drop in Bitcoin futures contributed to the negative sentiment in this sector [4] Cloud Computing Stocks - Cloud computing stocks were negatively impacted by disappointing profit margins reported by Oracle's cloud business, with Mingyuan Cloud (00909) down 4.92% and Alibaba-W (09988) down 1.61% [4][5] Notable Stock Movements - Changfeng Pharmaceutical (02652) debuted with a significant increase of 161.02%, closing at 38.5 HKD, following a successful IPO [7] - Xinjiang Xin Mining (03833) continued its upward trend, closing up 16.88% at 3.6 HKD, driven by plans to issue A-shares [7] Industry Developments - The U.S. government is actively working to rebuild its rare earth industry, with discussions to invest in Critical Metals, which could provide direct ownership of Greenland's largest rare earth project [8] - Jiangxi Copper (00358) reached a new high, closing up 6.02% at 35.2 HKD, amid expectations of a copper supply shortage due to the Grasberg mine's shutdown [9]

智通财经APP获悉，港股恒生指数跌0.87%，跌237点，报27049点；恒生科技指数跌1.44%。港股早盘成 交779亿港元。 赛晶科技(00580)涨超8%，自研IGBT芯片业务收入高增，子公司此前获核聚变相关订单。 力勤资源(02245)涨超6%再创新高，钴价中枢上移明确，机构称公司印尼湿法镍产能有望受益。 10月3日凌晨，比特币价格突破12万美元大关，加密货币概念股走强，金涌投资(01328)涨超7%；云锋金 融(00376)涨7%。 双登股份(06960)涨超14%，公司卡位AIDC储能核心环节，逐步切入北美等高端市场。 上海电气(02727.HK)涨超12%，核聚变领域再迎催化，公司布局机器人、核聚变等新兴产业。 核电股集体走高。9月期间，现货铀价从76.03美元攀升至83美元。机构看好铀价下半年持续上行。中核 国际(02302)大涨超18%，中广核矿业(01164)涨超4%。 大众公用(01635)再涨超28%，股价创上市新高。近一个月股价累计飙升八成。大众公用此前在互动平台 表示，公司参股深创投，深创投及其基金持有宇树科技股份。9月26日，摩尔线程科创板IPO申请通过 上交所上市委会议审议。摩 ...

【导读】港股三大指数走高，黄金概念股集体走强 中国基金报记者 李智 港股迎来四季度首个交易日。 10 月 2 日，港股市场表现强势，三大指数纷纷走高，截至午间收盘，恒生指数涨 1.45% ， 恒生科技指数涨 2.66% 。 | 恒生指数 | 恒生国企 | 恒生科技 | | --- | --- | --- | | 27245.68 | 9711.03 | 6637.65 | | +390.12 +1.45% | +155.70 +1.63% | +171.99 +2.66% | | 恒指期货 | 港股通50 | 恒生生物科技 | | 27308 | 4077.15 | 0.00 | | +396 +1.47% | +62.25 +1.55% | 0.00 0.00% | 恒生科技(HSTECH) 10-02 12:00:00 昨收 6465.66 424.61亿 成交额 6483.22 8.4亿 今开 成交量 171.99 2.66% 上 涨 18 10 平 盘 2 下 跌 最高价 25.2 6650.76 市盈率 近20日 16.78% 最低价 3.70 今年来 6481.58 市净率 48.56% 盯盘 因 ...

Core Viewpoint - The company Xipuni, a gold watch manufacturer, successfully listed on the Hong Kong Stock Exchange, with its stock price surging significantly on the first day of trading, reflecting strong market interest and investor enthusiasm [1][3]. Company Overview - Xipuni specializes in the design, manufacturing, and brand operation of gold and precious metal watches, with a focus on gold as the primary material [7][11]. - The company has established itself as a leading player in the gold watch market in China, holding a market share of 27.08% in the gold watch segment and 28.96% in the gold-inlaid watch segment as of 2024 [7][8]. Market Dynamics - The surge in Xipuni's stock price is attributed to multiple factors, including rising global risk aversion, increasing gold prices, and a favorable market sentiment towards gold-related stocks [3][5]. - The limited public offering of only 1.06 million shares contributed to the stock's scarcity and subsequent price increase [5]. Financial Performance - Xipuni reported a significant increase in net profit, with a year-on-year growth of 112% in the first five months of 2025 [5][12]. - Despite the high stock price, the company's revenue remains relatively low, projected at 457 million yuan for 2024, compared to competitors with revenues in the tens or hundreds of billions [8][11]. Business Strategy - The company aims to increase its ODM (Original Design Manufacturer) business to mitigate the impact of gold price fluctuations on its brand business [14][15]. - Xipuni is exploring the development of smart gold watches and expanding into Southeast Asia and the Middle East markets, although these markets present unique challenges [15]. Operational Challenges - Xipuni faces operational challenges, including a slow inventory turnover rate, which ranges from 600 to 700 days, compared to competitors like Chow Tai Fook, which maintains around 300 days [14]. - The company is family-controlled, with significant decision-making power concentrated among a few individuals, which may impact its strategic direction [14].

编辑：何颖曦 盘面上，锂电池概念掀涨停潮，万润新能、易成新能、天赐材料等逾十只个股涨停；证券板块午后 大涨，华泰证券、国盛金控涨停；另外，黄金概念、芯片概念、工程机械、保险、酿酒等板块涨幅居 前；养殖业概念、文教休闲、煤炭等板块跌幅居前。 中国经济周刊-经济网讯 截至收盘，上证综指报3862.53点，上涨0.90%，成交额9682.12亿元；深证 成指报13479.43点，上涨2.05%，成交额11932.49亿元；创业板指报3238.01点，上涨2.74%，成交额 5706.68亿元。 ...

【导读】黄金概念股飙涨， AI 概念股全面反弹 中国基金报记者 安曼 持币过节的股民朋友心慌慌 …… 紫金黄金国际是紫金矿业分拆的黄金开采业务主体，业务覆盖全球多座黄金矿山，截至 2024 年，其黄金储量与产量分别位居全球第九和第十一。 财务数据显示， 2022 年至 2024 年，公司收入复合年增长率达 28.2% ，母公司拥有人应 占溢利复合年增长率高达 61.9% 。 本次香港上市，募集资金将用于支付收购哈萨克斯坦 Raygorodok 金矿，用于现有矿山的升 级及建设项目，以全面提升产能等项目。 节前最后一个交易日， A 股放量上涨。开盘半小时，沪深京三市成交额达 6796 亿元，较上 日此时放量 132 亿元。截至发稿，三大指数悉数上涨，其中创业板指数继续领涨，科创 50 指数盘中创下历史新高。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3862.53 | 13479.43 | 1539.47 | | +34.43 +0.90% +270.43 +2.05% +10.50 +0.69% | | | | 科创50 | 创业板指 | 万得全A | | 14 ...

来源：新浪证券-红岸工作室 9月29日，中国黄金涨0.48%，成交额2.07亿元，换手率1.50%，总市值139.27亿元。 异动分析 黄金概念+国企改革+中字头股票+央企国企改革 2、公司属于国有企业。公司的最终控制人为国务院国有资产监督管理委员会。 3、公司为中字头股票，公司实控人为国资委或中央国有企业或中央国家机关。 1、公司的主营业务是黄金珠宝产品的销售和委托加工。主要产品包括黄金产品、K金珠宝类产品等。 4、公司最终控制人为国务院国有资产监督管理委员会 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入757.98万，占比0.04%，行业排名2/15，该股当前无连续增减仓现象，主力趋势不明 显；所属行业主力净流入-8036.21万，连续3日被主力资金减仓。 分红方面，中国黄金A股上市后累计派现25.20亿元。近三年，累计派现18.48亿元。 机构持仓方面，截止2025年6月30日，中国黄金十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股2371.29万股，相比上期减少1014.34万股。 风险提示：市场有风险，投资需谨慎。本文为A ...

人民财讯9月29日电，黄金概念午后异动，盛达资源（000603）涨停，招金黄金（000506）涨超8%。消 息面上，现货黄金突破3800美元/盎司。 ...

能源金属、贵金属、电池、黄金概念股走强，黑色家电、互联网电商板块走低。 09:33 创业板指涨超1%，电池、有色金属、存储芯片等板块涨幅居前。 09:27 电池板块开盘涨幅居前，天际股份涨超9%，湖南裕能、鹏辉能源、万润新能、容百科技、天宏锂电等个股跟涨。工信部等八部门印 发《有色金属行业稳增长工作方案（2025-2026年）》，提出强化废旧动力电池、废旧光伏组件等新兴固废综合利用。 09:26 A股开盘丨三大股指涨跌不一 上证指数平开，深成指涨0.3%，创业板指涨0.43%。能源金属、贵金属、电池、黄金概念股走强，黑色家电、互联网电商板块走低。 09:15 人民币对美元中间价报7.1089，调升63个基点。前一交易日中间价报7.1152。 09:22 港股开盘丨恒指高开0.74% 恒指高开0.74%，恒生科技指数涨0.67%。医药股回暖，来凯医药涨近15%，LAE102针对治疗肥胖症MAD研究取得积极初步结果；科网股 反弹，京东健康高开2%，中芯国际涨超1%；贵金属续涨，紫金矿业涨3%。 | H2l 恒生指数 | MW | 26321.57c | 193.37 | 0.74% | | --- | --- | ...

来源：新浪证券-红岸工作室 9月26日，中国黄金涨0.00%，成交额1.22亿元，换手率0.88%，总市值138.60亿元。 异动分析 资金分析 今日主力净流入-754.27万，占比0.06%，行业排名13/15，连续3日被主力资金减仓；所属行业主力净流 入-2870.70万，连续3日被主力资金减仓。 区间今日近3日近5日近10日近20日主力净流入-754.27万-7637.62万-9486.07万-2.15亿-2.00亿 主力持仓 主力轻度控盘，筹码分布较为分散，主力成交额1.20亿，占总成交额的11.74%。 黄金概念+国企改革+中字头股票+央企国企改革 1、公司的主营业务是黄金珠宝产品的销售和委托加工。主要产品包括黄金产品、K金珠宝类产品等。 2、公司属于国有企业。公司的最终控制人为国务院国有资产监督管理委员会。 3、公司为中字头股票，公司实控人为国资委或中央国有企业或中央国家机关。 4、公司最终控制人为国务院国有资产监督管理委员会 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 中国黄金所属申万行业为：纺织服饰-饰品-钟表珠宝。所属概念板块包括：黄金股、增持回购、融资 ...