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黄金一夜暴涨12元!现在是入手还是抛售的最佳时机?
Sou Hu Cai Jing· 2025-10-13 16:43
你有没有发现,最近朋友圈里晒金饰的人突然变多了?就在昨晚,周生生、老庙黄金等品牌的金饰价格一夜之间暴涨12元,克价直逼1189元!这个数字让不 少囤金族既兴奋又忐忑:现在到底是该赶紧买入,还是趁机抛售? 黄金十年价格曲线大复盘 让我们把时间拉回2013年。当时国际金价还在1200美元/盎司徘徊,谁能想到十年后的今天会突破4070美元?在这十年间,黄金经历了几次大起大落:2015 年跌至1046美元低谷,2020年疫情爆发时飙升至2075美元,去年俄乌冲突又推高到2039美元。每一次价格暴涨,背后都有全球经济动荡的影子。 数据显示,如果十年前买入黄金并持有至今,收益率高达239%!即便是在2020年疫情期间买入的投资者,现在也有近50%的收益。这样的回报率,让不少 错过房产和股市红利的人扼腕叹息。 当前暴涨背后的三大推手 这次突如其来的涨价绝非偶然。首先,美联储加息预期减弱,美元指数下跌,直接提振了黄金价格。其次,巴以冲突等地缘政治风险加剧,黄金作为避险资 产自然受宠。第三,临近中国传统婚庆旺季,实体黄金需求激增,形成了"三箭齐发"的上涨动能。 特别值得注意的是,这次国内金饰价格的涨幅(12元/克)远高于国际金 ...
长江消费周周谈
2025-10-13 14:56
Summary of Key Points from Conference Call Records Industry or Company Involved - **Pork Industry**: Focus on companies like Muyuan, Dekang, Wens, Shennong, and Juxing Agriculture - **Beauty and Personal Care Industry**: Highlighting brands such as Mao Ge Ping and Shangmei - **Gold and Jewelry Industry**: Recommendations for Changhongqi and Caibai - **Retail Industry**: Emphasis on Xiaoshangpin City and Bubu Gao - **Education and Training Sector**: Focus on K12 education leaders and AI applications - **Restaurant and Beverage Sector**: Recommendations for Mixue and Guming - **Automotive Industry**: Focus on Huawei's smart vehicles and Changan Automobile - **Textile Manufacturing Sector**: Recommendations for companies in the ASEAN region and Nike's supply chain - **Innovative Pharmaceutical Industry**: Focus on companies with high R&D investment Core Points and Arguments - **Pork Industry**: The significant impact of pork prices on CPI, with a noted 8.5% decrease in pork prices leading to a 0.12 percentage point drop in CPI in June 2025. The strategy of capacity control to boost pork prices is crucial to mitigate CPI pressure [2][3][4] - **Beauty and Personal Care**: The industry is in a traditional off-season, but high-end brands like Mao Ge Ping and operationally strong brands like Shangmei are recommended due to low base effects from last year [6] - **Gold and Jewelry**: Despite a 20% drop in gold jewelry consumption in Q2, brands with strong same-store performance like Changhongqi and low-valuation, high-dividend companies like Caibai are recommended [6] - **Retail Sector**: Xiaoshangpin City is highlighted for its strong business certainty, while Bubu Gao is noted for potential investment opportunities post-unlock of shares [7] - **Education Sector**: K12 education leaders and AI applications are emphasized, with companies like Dou Shen and Fen Bi showing strong growth [8] - **Restaurant Sector**: The rise of takeaway services is noted, with companies like Guming and Mixue recommended for their growth potential [8][9] - **Automotive Sector**: Huawei's smart vehicles are performing well, with new models like M7 and M8 expected to launch soon, while Changan's S9 model shows stable delivery [10][11][12] - **Textile Manufacturing**: The sector is expected to see performance and stock price turning points, with a focus on companies benefiting from reduced tariffs in the ASEAN region [13][14][15] - **Innovative Pharmaceutical Industry**: A new cycle of R&D investment is anticipated, with a focus on companies sensitive to domestic demand recovery and those specializing in large molecules and oncology [26][27] Other Important but Possibly Overlooked Content - **Pork Industry**: The adjustment in the pork breeding sector is linked to broader economic conditions and CPI management strategies [3][4][5] - **Retail Sector**: The potential for supermarkets and department stores to experience operational turning points is noted [7] - **Automotive Sector**: The upcoming launch of multiple new models indicates a strategic push for market share [10][11][12] - **Textile Manufacturing**: The impact of tariff changes on the competitive landscape and the potential for recovery in the sector is highlighted [14][15] - **Innovative Pharmaceutical Industry**: The increasing trend of funding sources and the focus on early-stage research are critical for future growth [26][27]
中国黄金公开招聘纪委书记,要求50周岁左右
Xin Lang Cai Jing· 2025-10-13 11:19
Core Viewpoint - China Gold Group announced the recruitment of a new discipline inspection secretary for its subsidiary, China Gold Group Jewelry Co., Ltd., emphasizing the importance of political integrity and corporate responsibility in the selection process [2][4]. Group 1: Recruitment Details - The recruitment requires candidates to strictly adhere to party policies and demonstrate a strong commitment to the company's values and operational philosophy [4]. - Candidates must be around 50 years old, with a minimum of six years until retirement age, and have at least five years of party membership [4]. - Specific disqualifications include individuals with criminal records, those expelled from the Communist Party, or those listed as untrustworthy [4]. Group 2: Company Overview - China Gold Group is the only central enterprise in China's gold industry, owning four listed companies, including China Gold (600916.SH) [6][7]. - China Gold operates a multi-brand matrix, including "China Gold," "Zhen·Ru Jin," and "Zhen·Shang Yin," and has established a comprehensive gold jewelry supply chain with over 3,600 retail stores [7]. - In the first half of this year, China Gold reported a revenue of 31.1 billion yuan, a year-on-year decrease of 11.5%, and a net profit of 319 million yuan, down 46.3% due to declining gold product sales [7]. Group 3: Stock Performance - As of October 13, the stock price of China Gold (600916.SH) increased by 1.06%, reaching 8.59 yuan per share, with a market capitalization of 14.431 billion yuan [8].
商贸零售行业 10 月投资策略暨三季报前瞻:消费整体平稳增长,把握细分板块配置机遇
Guoxin Securities· 2025-10-13 09:33
Investment Rating - The report maintains an "Outperform" rating for the retail sector, indicating expected performance above the market index [3][41]. Core Views - The overall consumption growth remains stable, with retail sales in August 2025 reaching CNY 3.97 trillion, a year-on-year increase of 3.4%. The growth in commodity retail sales was 3.6%, while catering revenue grew by 2.1% [1][14]. - The report highlights that individual stock performance will be more significant than overall industry trends in the current market environment, emphasizing the importance of stock selection [1][11]. Summary by Sections Beauty and Personal Care - The third quarter is typically a slow season for the cosmetics industry, but marketing efforts have been advanced in preparation for Q4 promotions. Despite a supportive year-on-year growth forecast, rising online channel costs and a lack of product innovation are expected to increase expense ratios, leading to continued stock differentiation within the sector [1][12]. Gold and Jewelry - In August 2025, the gold and jewelry sector saw a retail sales increase of 16.8% year-on-year. The sector is expected to perform well due to low base effects and rising gold prices. Products that appeal to younger consumers, such as fixed-price gold items, are anticipated to see growth above the industry average [1][12]. Supermarkets and Department Stores - From January to August 2025, department store retail sales slightly increased by 1.2%, while supermarket sales grew by 4.9%. The sector is undergoing a transformation, and companies are expected to stabilize their performance in the second half of the year, setting the stage for a potential rebound in 2026 [2][12]. Cross-Border E-commerce - Major companies in the cross-border e-commerce sector are expected to benefit from steady overseas demand and domestic product innovation. However, profit margins may vary due to external environmental disruptions. Leading domestic platforms are seen as resilient against risks due to their strong product capabilities and flexible tariff strategies [2][12]. Investment Recommendations - The report recommends several companies across different segments, including: - Beauty and Personal Care: Upgrading products and refining channel operations are expected to enhance market share for domestic leaders like Shiseido, Aokang Technology, and others [3][41]. - Gold and Jewelry: Companies focusing on differentiated designs and fixed-price products, such as Chow Tai Fook and Man Ka Long, are expected to benefit from current market conditions [3][41]. - Offline Retail: Companies like Miniso and Yonghui Supermarket are highlighted for their potential to improve performance amid a stable domestic demand environment [3][41]. - Cross-Border E-commerce: Companies with strong risk resilience, such as Small Commodity City and Focus Technology, are recommended for investment during market dips [3][41].
硬足金:黄金“新丝路”上的中国“新名片”
新华网财经· 2025-10-13 08:24
当玑镂雕刻与极光珐琅化身为灵动的耳饰,当龙鳞凤羽的纹路在颈间闪烁出流光溢彩,当"花丝细如发,宝石镶而无痕"的金饰成为海外参观者"爱不释 手"的产品,中国黄金珠宝产业的创新结晶 —— 硬足金,正以其独特魅力,开启"扬帆出海" 的全新征程。 9月17日,在香港珠宝首饰展览会上,一抹"中国金" 格外耀眼。今年,世界黄金协会首次组织14家中国金饰生产企业,以 "硬足金" 为核心打造专属展 区,并启动"新丝路创新金饰出海计划",将这一中国独创的金饰品类推向全球舞台。 "什么是硬足金?"对于这个名词,或许一些消费者还感到"陌生",但硬足金已经在黄金市场悄然崛起。根据世界黄金协会调研数据显示,2024年硬足金已 占据中国金饰零售额20%以上的份额,尤其深受年轻一代消费者的喜爱。 从定义上来看,硬足金是一种通过"电铸成型"和"失蜡浇铸"技术来提升硬度和耐磨性的高纯度黄金(含金量≥99.9%),兼具传统足金的纯度和接近18K金 的硬度。 更轻、更亮、更硬 硬足金成 年轻人"新 宠" "硬足金在不改变足金纯度(即含金量)的前提下,通过技术手段显著提升硬度,达到维氏60度以上。"世界黄金协会中国区CEO王立新介绍,"硬度提升 后, ...
粤开市场日报-20251013
Yuekai Securities· 2025-10-13 07:47
Market Overview - The A-share market saw a majority of major indices decline today, with the Shanghai Composite Index down by 0.19% closing at 3889.50 points, the Shenzhen Component down by 0.93% at 13231.47 points, and the ChiNext Index down by 1.11% at 3078.76 points. The STAR 50 Index, however, increased by 1.40% to 1473.02 points. Overall, there were 1682 stocks that rose while 3628 stocks fell, with a total trading volume of 23547 billion yuan, a decrease of 1609 billion yuan from the previous trading day [1][2]. Industry Performance - Among the 31 first-level industries, only a few sectors such as non-ferrous metals, environmental protection, steel, national defense and military industry, banking, and computing saw gains, with respective increases of 3.35%, 1.65%, 1.49%, 0.86%, 0.74%, and 0.22%. Conversely, the automotive, home appliances, beauty care, media, and pharmaceutical industries experienced the largest declines, with decreases of 2.33%, 1.74%, 1.58%, 1.54%, and 1.47% respectively [1][2]. Concept Sectors - The leading concept sectors in terms of gains today included rare earths, rare earth permanent magnets, photoresists, semiconductor silicon wafers, rare metals, SMIC, lithium battery electrolytes, wafer industry, small metals, operating systems, semiconductor materials, gold and jewelry, continuous boards, pre-increase, and cobalt mines [2][11].
上市公司中国黄金公开招聘纪委书记,要求50周岁左右
Xin Lang Cai Jing· 2025-10-13 07:14
来源:中国黄金集 团公众号 此次招聘的基本任职条件要求是,坚决执行党和国家方针政策,严格遵守党的政治纪律和政治规矩,认同中国黄金集团和中金珠宝的价值观和经营理念。勇 担当、善作为,勤奋敬业、真抓实干,忠实履行企业的经济责任、政治责任和社会责任,工作业绩突出。具有良好的职业操守和个人品行,严守党章党规党 纪及中央八项规定精神,反对特权思想和特权现象,谨慎用权、公私分明、诚实守信、依法经营、严守底线、廉洁从业。 此次招聘的任职资格条件要求是,年龄50周岁左右,原则上距离法定退休年龄不得低于两个任期(6年)。中共党员,具有5年及以上党龄。具有中央企业或同 等规模企业总部部门内设机构正职、二级单位中层管理人员正职3年以上工作经历,未满3年的应具有和下一层级累计5年以上工作经历,或其他单位相应层 级职务及工作经历。对于无法对应职级的,应当具有类似行业、类似规模机构中高层管理经历。具有大学本科及以上学历等。 此外,公告显示,有下列九种情况之一的人员不得参与此次公开招聘,包括受过刑事处罚的;被开除中国共产党党籍的;被开除公职的;被依法列为失信联 合惩戒对象的等。 中国黄金集团10月12日晚间发布消息称,其所属企业中国黄金集 ...
三家黄金珠宝公司被查处!
新华网财经· 2025-10-13 07:09
往期推荐 日前,深圳市黄金珠宝首饰行业协会官方发布行业警示函。 根据警示函内容显示,深圳水贝三家黄金珠宝公司被查处,已涉嫌构成开设赌场罪。 警示函称,"近期我们依然遗憾地注意到司法机关在深圳水贝片区相继查处了三家黄金珠宝公司。 经查,这些公司以经营黄金为名,实际通过线上平台开 展'非实物黄金对赌'业务,其行为已涉嫌构成开设赌场罪。目前,相关公司负责人及骨干成员已被依法采取刑事强制措施,涉案人员将面临严重的法律后 果。 这些案件暴露出,个别企业为牟取非法利益,打着实物黄金交易的幌子,诱导客户进行高杠杆的'买涨买跌'对赌交易,其业务实质已完全脱离黄金珠 宝行业的正常经营范围,严重扰乱市场秩序,玷污行业声誉"。 近期,国际金价再度表现强势,目前,水贝金饰的克价已经突破900元。金价高企之下,消费市场也发生了一些变化,黄金珠宝行业的借货、代卖、寄售 行为也多次导致纠纷,一些在水贝市场早已存在多年的交易模式——私盘对赌、违规的场外流通等存在较大风险。 广东深圳市黄金珠宝首饰行业协会秘书长张文扬表示,鼓励商户通过正规套期保值等金融工具对冲价格波动风险,同时也在推动加强行业自律与交易模式 优化,探索引入第三方监管等机制。 ...
三家黄金珠宝公司被查处
Sou Hu Cai Jing· 2025-10-13 04:19
10月11日,深圳市黄金珠宝首饰行业协会发布行业警示函。警示函内容显示,深圳水贝三家黄金珠宝公 司被查处,涉嫌构成开设赌场罪。 警示函称,"近期我们依然遗憾地注意到司法机关在深圳水贝片区相继查处了三家黄金珠宝公司。经 查,这些公司以经营黄金为名,实际通过线上平台开展'非实物黄金对赌'业务,其行为已涉嫌构成开设 赌场罪。目前,相关公司负责人及骨干成员已被依法采取刑事强制措施,涉案人员将面临严重的法律后 果。这些案件暴露出,个别企业为牟取非法利益,打着实物黄金交易的幌子,诱导客户进行高杠杆 的'买涨买跌'对赌交易,其业务实质已完全脱离黄金珠宝行业的正常经营范围,严重扰乱市场秩序,玷 污行业声誉"。 9月中旬,市场传言10余家广东深圳水贝地区黄金料商相继出现经营异常状况,其中部分黄金料商早已 人去楼空,曾引起广泛关注。记者调查发现,一些黄金料商的"爆雷"并不是因为板料销售,而是通过预 定价进行对赌。该模式允许商家以少量资金控制大量黄金,客户只需支付一定的订金,就能锁定大批黄 金,并享受看高或看空带来的全部收益。此外,深圳水贝黄金市场存在多个面向散客的黄金预定价交易 平台,多数由黄金料商运营。 近期,国际金价再度表现 ...
国内金饰克价突破1190元
Mei Ri Jing Ji Xin Wen· 2025-10-13 02:24
Core Viewpoint - Gold prices continue to rise, reaching a historical high, influenced by international gold prices, leading to an increase in domestic gold jewelry prices [1] Group 1: Gold Price Movement - International gold prices have led to a surge in domestic gold jewelry prices, with the price per gram exceeding 1190 yuan [1] - Chow Tai Fook increased its gold price from 1180 yuan/gram to 1190 yuan/gram [1] - Chow Sang Sang raised its gold price from 1176 yuan/gram to 1188 yuan/gram [1] - Lao Miao Gold adjusted its gold price from 1183 yuan/gram to 1189 yuan/gram [1]