Core Viewpoint - The gold prices have reached a historical high during the National Day holiday, with spot gold prices nearing $3920 per ounce, leading to a surge in consumer interest and sales in the Shenzhen gold market [1][4]. Group 1: Market Trends - The spot gold price hit $3905.27 on October 6, marking a 0.50% increase for the day, and has risen significantly in a short period, crossing the $3800 mark just days prior [4]. - The sales of gold jewelry have also seen a rise, with major brands reporting record prices for gold per gram, such as Chow Sang Sang at 1136 yuan and Chow Tai Fook at 1129 yuan [4]. - The "tourism + gold purchasing" model has emerged, with many visitors from various regions, including Beijing and Shanghai, coming to Shenzhen specifically for gold shopping during the holiday [4][6]. Group 2: Consumer Behavior - There is a noticeable trend towards "lightweight" gold consumption, with small-weight gold items accounting for about 60% of sales, primarily among younger consumers aged 20-30 [7][18]. - The popularity of "gold-plated silver" jewelry has increased, offering a more affordable alternative to pure gold while maintaining a similar appearance [11]. - Consumers are increasingly seeking product verification, with many opting for testing services to ensure the quality of their gold purchases [15]. Group 3: Market Outlook - Despite the strong sales during the holiday, many merchants express concerns about future profitability and cash flow due to the volatility in gold prices [19]. - Institutions remain optimistic about the future of gold prices, with forecasts from firms like Goldman Sachs and Citigroup predicting prices could reach $4000-$4500 per ounce by 2026 [20]. - The ongoing geopolitical uncertainties and expectations of interest rate cuts by the Federal Reserve are likely to sustain gold's appeal as a safe-haven asset [20].

金价再创新高！ 10月1日，记者在黄金珠宝品牌周生生官网看到，其当日足金饰品报价已达到1130元/克，周大福的报价 也达到1129元/克。 当天，记者走访深圳水贝市场发现，金饰金价已经达到每克888元。与此对比的是，9月初水贝市场的金 饰克价在796元左右。在价格攀升的同时，现场的人气稍显不足，但商家们表示，假期刚刚开始，预计 假期中间时段的人气最高。 "我们也没想到金价越涨越高。"一位水贝市场金饰柜台的负责人表示，"留深和来深过节的人越来越 多，最近几天来买黄金的顾客就有不少是来深旅游的外地游客，我们也想抓住这波金价小高潮，多做点 生意。" 不过，多位商家表示，目前更多消费者处于观望状态。同时，黄金高位波动也给商家备货带来了不少挑 战。 "金价高的时候，我们不敢备太多，因为价格越高库存（跌价）风险就越高。我们现在采取的是'卖多少 就买回多少'的策略，只要有利润我们就会拿去买金料保持住仓位，不会轻易增加库存。"水贝市场一家 金饰门店的陈经理对记者表示，"按克重计价的黄金饰品毛利率多在10%至20%左右，品牌金饰门店主 推的'一口价'金饰毛利率在30%至40%左右，品牌金店大力推广"一口价"模式，就是看准了黄金 ...

金价再创新高！ 10月1日，国际金价再度走高，伦敦金现盘中最高突破3895美元/盎司，再刷新历史纪录，距离3900美元/盎司关口仅一步之遥。COMEX黄金则突破3900美元/盎司， 亦刷新历史纪录。 随着国际金价持续走强，消费市场的金饰价格也再创新高。正值国庆中秋长假，黄金消费市场迎来小高潮。证券时报记者走访深圳水贝市场和多家品牌金饰门店， 发现国际金价强势上行迅速传导至消费端。 给商家备货带来挑战 10月1日，记者在黄金珠宝品牌周生生官网看到，其当日足金饰品报价已达到1130元/克，周大福的报价也达到1129元/克。 | | | 周生生 (how Sang Sang | | | | --- | --- | --- | --- | --- | | 周生生 PROMESSA | MINTYGREEN | EMPHASIS | MARCO BICEGO | 劳力士 | | | | | | 最後更新时间: 2025-10-01 16:38:30 | | | | | | 金价(人民币) | | 足金饰品 (每克) | | 卖出 | | *1130 | | | | 换金价 | | ¥984 | | | | 换珠宝价 | ...

Core Viewpoint - The article discusses the significant IPO of Zijin Gold, a subsidiary of Zijin Mining, which is well-positioned to capitalize on the rising gold prices and has substantial gold reserves and production capabilities [4][5][7]. Group 1: Company Overview - Zijin Gold holds 8 overseas gold mines with a total gold reserve of 856 tons, projecting revenues of $2.99 billion (approximately 21.4 billion yuan) and profits of $481 million (approximately 3.4 billion yuan) for 2024 [5][26]. - The company is backed by Zijin Mining, which has integrated all overseas gold mining assets into Zijin Gold after its spin-off, enhancing its market position [6][20]. - Zijin Mining's market capitalization exceeds 540 billion HKD, indicating strong investor confidence and potential for value enhancement through the spin-off [7][35]. Group 2: Market Context - The timing of Zijin Gold's IPO coincides with a bullish cycle in gold prices, which have seen a cumulative increase of 26% in 2024, with gold prices hitting record highs [33][34]. - The performance of other gold stocks, such as Chifeng Jilong Gold and Zhou Li Fu, has been impressive, with significant stock price increases following their IPOs [8][37]. - The article highlights the growing interest in gold as a safe-haven asset amid complex international dynamics and monetary easing, with Chinese central banks increasing their gold reserves for eight consecutive months [29][30]. Group 3: Financial Performance - Zijin Gold's revenue and net profit have shown substantial growth from 2022 to 2024, with revenues of $1.818 billion, $2.262 billion, and $2.99 billion, and net profits of approximately $184 million, $230 million, and $481 million respectively [26][27]. - The company plans to further enhance its gold resource reserves and production by acquiring the Raygorodok gold mine in Kazakhstan for $1.2 billion (approximately 8.6 billion yuan) [24].

Group 1 - The core viewpoint of the article highlights the significant drop in the second-hand market prices of Labubu 3.0 series collectibles following a large restock by Pop Mart, indicating a shift in supply and demand dynamics [2][4] - The Labubu 3.0 series saw a price drop in the second-hand market from 1100-1500 yuan to 600-900 yuan after the restock, reflecting a decrease in perceived scarcity among consumers [2][4] - Pop Mart's stock price fell over 5% on June 19, following a period of substantial growth where it had increased by 100% from March to mid-June, and over 11 times since the beginning of 2024 [4] Group 2 - International spot gold prices have been on a downward trend, with a continuous decline observed from June 16 to June 18, and prices fluctuating around 3400 USD per ounce as of June 19 [9][10] - Domestic gold prices also experienced slight declines, with the Shanghai gold futures dropping by 0.49% [10] - Citibank's latest analysis predicts that gold prices will peak in the third quarter of this year and gradually decline to a range of 2500-2700 USD per ounce by the second half of next year, influenced by various economic factors [12]

Group 1: Market Dynamics and Trading Logic - In 2025, gold is positioned as a traditional safe-haven asset, with its price fluctuations intricately linked to the US dollar index, inflation expectations, and international geopolitical situations [1] - Velos Markets utilizes technology and strategic tools to help investors identify opportunities amidst uncertainty, particularly during shifts in Federal Reserve monetary policy [1] Group 2: Core Advantages of Velos Markets - Velos Markets offers over 200 financial products, including gold spot trading, forex, and index CFDs, creating a diversified "hedging pool" [2] - The platform supports T+0 trading and flexible leverage adjustments, catering to various risk appetites, with short-term traders able to leverage up to 5 times [2] Group 3: Risk Control System - The platform employs a three-tier risk control architecture, including real-time monitoring of abnormal fluctuations, customizable stop-loss tools, and direct connections to global liquidity providers to avoid "slippage" [5] Group 4: Strategy Optimization - Velos Markets provides tools for cross-market arbitrage, allowing investors to capitalize on price discrepancies between New York and London gold markets [6] - The platform's "event calendar" and volatility index (GVZ) analysis tools assist users in predicting price movements during geopolitical tensions or major economic data releases [7] Group 5: Investment Guidance - For novice investors, Velos Markets suggests a combination of "smart dollar-cost averaging" and grid trading strategies to manage risk [9] - Advanced users can utilize the platform's API to develop personalized trading models, achieving a significant annualized Sharpe ratio of 2.3 through multi-factor analysis [10] Group 6: Global Gold Allocation Logic - Velos Markets integrates macroeconomic data from 15 major economies, allowing investors to assess long-term price support levels based on central bank gold purchasing trends [11] Group 7: Operational Model - The operational core of Velos Markets is a "dual-driven" model, connecting with top liquidity providers to ensure order execution speeds below 50 milliseconds [13] - The platform fosters a "strategy workshop" community for users to share validated strategy templates, enhancing trading efficiency and lowering strategy development barriers [13]

每经记者 王佳飞 每经编辑 杨夏 洛阳钼业在官网宣布收购Lumina黄金 图片来源：洛阳钼业官网 洛阳钼业相关工作人员告诉《每日经济新闻》记者："就当前的市场环境看，黄金是全球市场关注的避险资产。公司也对黄金未来的市场持乐观态度。" 对黄金未来的市场持乐观态度 4月22日，洛阳钼业（SH603993，股价7.2元，市值1547.95亿元）在其官网宣布，将以全现金方式收购加拿大上市公司Lumina黄金（TSXV:LUM）全部已发 行和未发行的所有普通股，交易总价约为5.81亿加元（按4月22日人民币对加元中间价计算，约合人民币30.4亿元）。 受此消息影响，Lumina黄金股价在当地时间4月21日上涨28.89%，收盘价为1.16加元。 但值得注意的是，Lumina黄金2024年前三季度净亏损与综合亏损（Net loss and comprehensive loss for the period）为约3314.64万美元。事实上近年来， Lumina黄金一直处于亏损状态，2020年净亏损与综合亏损约797.28万美元，2021年为792.36万美元，2022年为2223.61万美元，2023年为1725.25万 ...