黄金价格上涨
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金价频创新高,产业链上演“冰火两重天”
Zheng Quan Shi Bao· 2025-04-17 11:35
黄金价格频创新高,对产业上游黄金生产企业业绩构成明显提振,相关企业2024年年报营收和利润普遍 实现增长,一些披露2025年一季度业绩预告的相关企业预计业绩继续增长。 不过,对于产业链其他企业而言,金价的持续攀高则是影响不一,下游销售端的企业预计可能继续承 压。 金价频创新高上游企业业绩水涨船高 近日国际和国内金价再攀新高。 4月17日,上海黄金交易所Au99.99黄金报价盘中突破790元/克,再创历史新高,年内该合约涨幅已接近 三成。另外,当地时间4月17日,国际市场上的伦敦金现价格突破3300美元/盎司,同样也创出历史新 高。 在金价飙高之际,黄金产业链上游企业明显受益,特别是对于一些黄金生产企业而言。记者梳理发现, 相关企业2024年营收和利润普遍出现增长。 比如行业龙头公司山东黄金(600547)披露的2024年报显示,公司2024年矿产金产量46.17吨,同比增 加4.39吨,增幅10.51%,实现营业收入825.18亿元,同比增加232.43亿元,增幅39.21%,归属于上市公 司股东的净利润29.52亿元,同比增加6.24亿元,增幅26.80%。年报资料显示,公司三山岛金矿、贝拉 德罗金矿、金洲 ...
日均净赚1000万!山东黄金“赚麻了”
Sou Hu Cai Jing· 2025-04-16 01:14
封面新闻记者 朱宁 黄金价格持续攀升,黄金企业业绩也水涨船高。4月14日晚山东黄金公告,预计2025年第一季度实现净利润为9.50亿元至11.30亿元,与上年同期相比增加 2.50亿元到4.30亿元,同比增加35.74%到61.45%。这相当于,山东黄金日均净赚至少1000万元。 4月15日,截至发稿,山东黄金报跌0.78,报30.66元每股。 山东黄金股价走势 业绩增幅受益于黄金价格上涨 值得注意的是,2024年受益金价上涨,山东黄金营收、净利润、经营性现金流净额等多项核心指标再创新高。 在金矿生产方面,山东黄金矿产金产量为46.17吨,较上年增长10.51%。目前,山东黄金旗下12座矿山年产黄金均超过1吨。到2024年底,山东黄金的黄金 资源储量已达到2058.46吨(按照权益比例计算),其中,境内方面,加快推进新城金矿、焦家金矿资源整合开发工程等重点建设项目。 山东黄金公告 黄金饰品价格逼近1000元 从股价来说,近期,受金价上涨行情影响,山东黄金二级市场股价表现亮眼。4月8日至14日,公司股价连续5个交易日强势上涨,单个交易日涨幅均超 3%,区间涨幅高达21.85%,区间涨幅居同行业上市公司前列。 此 ...
金价再创历史新高,四川黄金连拉两个涨停 去年盈利增长近两成,收入全靠金精矿
Mei Ri Jing Ji Xin Wen· 2025-04-11 10:39
Core Viewpoint - Gold prices have surged significantly, reaching historical highs, which has positively impacted gold-related stocks, particularly Sichuan Gold, which reported strong financial results despite a decrease in gold concentrate sales [1][2][6] Company Performance - Sichuan Gold achieved a revenue of 640 million yuan in 2024, a slight increase of 1.72% year-on-year, with a net profit of 248 million yuan, reflecting a growth of 17.67% [2] - The company's revenue is predominantly derived from gold concentrate sales, which accounted for 99.86% of total revenue, despite a 12.28% decrease in sales volume to 26,265.33 tons [2][3] - The gross margin for gold concentrate sales was reported at 56.55%, an increase of 2.75 percentage points year-on-year, attributed to rising costs associated with transitioning from open-pit to underground mining [3] Market Dynamics - The average settlement price for gold concentrate is positively correlated with gold prices, which have seen a significant increase, with the Shanghai Gold Exchange's average price rising by 22.14% to 548.49 yuan per gram in 2024 [3][6] - Sichuan Gold's strategy focuses on direct sales to gold refining and trading companies, avoiding the lower margins typically associated with refining operations [4] Product Focus - The company has not produced or sold any refined gold (合质金) in 2024, a trend that mirrors the previous year, indicating a strategic shift towards concentrating on gold concentrate production [5][6] - The production of refined gold has been limited due to the low-grade nature of the oxidized ores processed, which results in higher production costs and lower margins [5] Future Outlook - Sichuan Gold plans to increase exploration investments, with a total of 51.48 million yuan allocated for exploration in 2024, aiming to enhance resource reserves and control [3] - The company holds significant resources in the Shorogou gold mine, which is the largest operating gold mine in Sichuan province, with a reported resource amount of 8.76 million tons and 28,130 kilograms of gold metal [3]
黄金“杀疯了”!金饰价格涨破1000元,年内涨超200元
21世纪经济报道· 2025-04-11 06:38
作 者丨尹华禄 编 辑丨陈思颖 图源丨摄图网 随着国际金价站上3 2 0 0美元/盎司关口,国内金饰价格也升至历史高位。 4月11日,周生生足金饰品价格达到9 9 1元/克,周大福足金、周六福足金9 9 9的饰品价 格均为9 9 0元/克, 周六福足金9 9 9 . 9价格则达到1 0 1 0元/克 。金投网显示,今年1月2 日,周生生每克黄金报价8 0 3元,据此计算,金饰涨价超2 0 0元/克。 值得一提的是,现货黄金和COMEX黄金于4月7日均一度跌破3 0 0 0美元关口。当时,周生生 足金饰品标价为9 1 2元/克,短短四日内累计涨近8 0元。 | N 足铂999 | IVIV 406 | | --- | --- | | 企业礼金条 | 980 | | 投资金条 | 866 | 黄金概念股和相关ETF均表现不俗。 4月11日上午收盘,黄金板块集体走高,四川黄金涨停,赤峰黄金、西部黄金、湖南黄金等跟 涨。截至1 4 : 1 8,以上个股涨幅有所收窄。 | 四川黄金 | 25.88 | 7.83% | 1.88 | | --- | --- | --- | --- | | 001337.SZ | | | ...