2025年，公司统筹优化生产布局，实现生产效率与资源利用、项目建设协同提升，同时叠加黄金价格上 行因素，利润同比增加。同时，公司坚持稳中有进、行稳致远，统筹把握长远可持续发展与当前业绩关 系，抓住金价高企有利时机，进一步夯实发展根基，积蓄发展动能。加大井巷开拓工程等生产性投入， 持续强化矿山深部及周边探矿，科学提升在建矿山建设进度；合理调整矿山边际品位，充分利用低品位 矿石资源；推进矿山采掘外委施工逐步转为自营，加大智能化投入，建强产业工人队伍，提升本质安全 水平。上述一系列措施有利于推动公司更加长远、健康、可持续发展，为公司"十五五"期间高质量发展 奠定坚实基础。 格隆汇1月30日丨山东黄金(600547.SH)公布，经初步测算，公司预计2025年度实现归属于母公司所有者 的净利润为46亿元至49亿元，与上年同期相比增加16亿元到19亿元，同比增加56%到66%。公司预计 2025年度实现归属于母公司所有者的扣除非经常性损益后的净利润为48亿元至51亿元，与上年同期相比 增加18亿元到21亿元，同比增加60%到71%。 ...

↑点击上面图片 加雪球核心交流群 ↑ 今天市场震荡盘整，午后创业板和科创板翻红，截至收盘，沪指跌0.96%，深指跌0.66%，创业板指涨1.27%，科创综指涨0.08%。 沪深京三市成交总额2.86万亿，相比上一交易日缩量3970亿。 板块方面，贵金属、工业金属全线回调，中金黄金、山东黄金跌停；农业股异军突起领涨两市，算力概念反攻，天孚通信涨超10%。 一月收官，沪指本月累计涨3.76% ， 呈现 " 冲高后窄幅震荡 " 的走势 ， 一月中旬再创十年新高后小幅回落 ， 最终站稳4100点关口上方。 01 贵金属全线大跌 万亿矿茅大跌超7% 贵金属板块集体重挫，中金黄金、山东黄金、赤峰黄金、四川黄金、招金黄金、湖南白银等纷纷跌停。 | 小晖更远 | 43.20 -10.00% | | 30.22 | | --- | --- | --- | --- | | SH600988 | | | | | 四川黄金 | 66.18 -10.00% | | 66.13 | | SZ001337 | | | | | 山东黄金 SH600547 | 54.55 -10.00% | | 51.94 | | 山金国际 SZ000975 ...

Group 1: Agricultural Industry - DaFa V is expected to release a significant document related to hybrid corn seed production, highlighting the leading companies in the sector such as YinHai Seed Industry, ZhongShui HaiYe, WanXiang DeNong, and DunHuang Seed Industry [2] - Agricultural Development Group, a key player in seed production, has a comprehensive strength ranking among domestic seed producers, focusing on corn, wheat, and rice seeds, with extensive land holdings [2] - The company has seen a rapid stock price increase, with a notable performance of 3 trading days with 2 price limits [2] Group 2: Robotics and AI - Beijing Humanoid Robot Innovation Center has launched a pilot verification platform, indicating advancements in humanoid robotics [3] - Tianqi Co. has partnered with various companies to provide diverse robotic products and solutions, with a notable collaboration for the 2026 Spring Festival [3] - The company has seen significant stock performance, with 5 trading days and 3 price limits [3] Group 3: Semiconductor and Electronics - Companies like TaiJi Industrial and ShiYiDa are leading in DRAM packaging and semiconductor testing equipment, with significant revenue growth expected [3][4] - The semiconductor industry is experiencing a surge in demand, with companies like JingPuTe and BaiYun Electric focusing on innovative solutions for data centers and electric drive systems [4] - Google Cloud has announced price increases, reflecting the growing demand for cloud services [4] Group 4: Space and Satellite Communication - LongJiang Communication is focusing on low-orbit satellite communication, contributing to the establishment of standards in the industry [5] - TianTong Co. is showcasing its capabilities in commercial satellite technology and electronic manufacturing services, enhancing the supply chain for the aerospace industry [5] Group 5: Chemical and Material Industry - BaiChuan Co. is actively involved in the production of chemical products and is expanding into the lithium battery materials sector [5] - The company is also experiencing stock performance with 3 trading days and 3 price limits [5] - The PCB materials market is seeing price increases, with Japanese manufacturers raising prices by over 30% [5] Group 6: Consumer Goods and Retail - The State Council has issued a plan to accelerate the growth of service consumption, impacting companies in the retail and entertainment sectors [3] - Companies like HengDian Film and HuangTai Liquor are experiencing stock price increases, indicating positive market sentiment [3]

Group 1 - Morgan Stanley initiated coverage on the North American gold sector, giving Barrick Gold (B.US) an "Overweight" rating with a target price of $68, and Agnico Eagle Mines (AEM.US) a "Neutral" rating with a target price of $248 [1] - The outlook for gold is bullish in both the short and long term, supported by central bank buying and uncertainty in U.S. policies [1] - Agnico Eagle is considered a leader in the sector due to its excellent operations, attractive cost structure, and low-risk regional positioning, although its valuation is currently seen as saturated [1] - Barrick Gold has a world-class reserve base and strong internal growth potential, but its performance record is mixed and it is undergoing a management transition [1] - Barrick's stock is currently trading at a significant discount compared to global peers, with potential positive catalysts such as the restart or sale of the Loulo-Gounkoto mine and resource updates from the Fourmile mine [1] Group 2 - Both Barrick Gold and Agnico Eagle Mines reached multi-year highs of $54.69 and $225 respectively in early trading, but subsequently fell, closing down 1.76% and 3.35% due to a pullback in gold futures prices from historical highs above $5500 per ounce [2]

Market Overview - Global markets experienced turbulence on January 30, with major indices such as Nikkei 225, Hong Kong stocks, and US futures all showing declines. Gold and silver prices plummeted, and Bitcoin saw a significant drop, leading to over 270,000 liquidations in the cryptocurrency market, totaling nearly $1.7 billion [1][2]. A-Shares Performance - A-shares showed mixed results, with the Shanghai Composite Index regaining the 4100-point mark, while the ChiNext Index rebounded after hitting a low. However, over 3,800 stocks in the market declined [1]. Sector Performance - CPO and optical communication stocks surged, with companies like Lian Te Technology and Tianfu Communication rising over 11%, and Changfei Optical Fiber hitting the daily limit. Conversely, industrial and precious metals sectors faced significant declines, with over 20 stocks, including Nanshan Aluminum and Tongling Nonferrous Metals, hitting the daily limit down [1]. Precious Metals Market - International precious metals saw a sharp decline, with gold prices dropping by 4% to below $5200 per ounce, marking a daily decrease of over $200. Silver prices fell over 5%, dropping below the $110 mark [1]. Cryptocurrency Market - Major cryptocurrencies continued to decline, with Bitcoin falling over 6% to below $82,300, and Ethereum and SOL dropping over 7%. In the last 24 hours, more than 270,000 traders were liquidated, with a total liquidation amount close to $1.7 billion [2]. Dollar Index - The US dollar index rebounded, rising by 0.44% to 96.58 as of 11:30 AM Beijing time [3]. Geopolitical Factors - Ongoing tensions in the Middle East are impacting global markets. US President Trump announced plans to engage in dialogue with Iran, and the market is closely watching the announcement of the next Federal Reserve Chair, which is expected to be revealed on January 30 [5].

本文转自【台州晚报】； 1月30日A股早盘，贵金属板块集体低开，中金黄金、白银有色、豫光金铅、招金黄金、四川黄金、湖南白银跌停，晓程科技低开超19%，山金国际、赤 峰黄金、西部黄金等跌幅靠前。 | | -8.22% | | | | | + 自选 | | --- | --- | --- | --- | --- | --- | --- | | 〜 上涨1家 | 一- 平盘0家 | △、下跌13家 | | | | | | 近一周涨幅 +25.40% | | 近一月涨幅 +86.46% | | 近一季涨幅 +110.70% | - 近一年涨幅 +255.02% | | | 股票池 | | 产业链 | 相关新闻 | | | | | 股票/代码 | 最新价 → | 涨跌幅 ◆ | 领涨次数 ● | 流通市值 = | 资金流向 √ | 简介 | | 晓程科技 | 68.78 | -18.49% | 12 | 160.71亿 | -0.14亿 | 公司是国内规模较大的电力终端载波 | | sz300139 | | | | | | 芯片供应商,国内电力终端载波芯 ... | | 四川黄金 sz001337 | 66.18 | ...

把"浙江之声"，更容易找到我们 来源：第一财经 各品牌官网 版权归原作者所有，如有侵权请及时联系 1月30日A股早盘，贵金属板块集体低开， 中金黄金、白银有色、豫光金铅、招金黄金、四川黄金、湖南白银跌停，晓程科技低开超19%，山金国际、赤 峰黄金、西部黄金等跌幅靠前。 | | -8.22% | | | | | + 自选 | | --- | --- | --- | --- | --- | --- | --- | | 〜 上涨1家 | → 平盘0家 | △ 下跌13家 | | | | | | 近一周涨幅 +25.40% | | 近一月涨幅 +86.46% | - | 近一季涨幅 +110.70% | 近一年涨幅 +255.02% | | | 股票池 | | 产业链 | 相关新闻 | | | | | 股票/代码 | 最新价 ◆ | 涨跌幅 ◆ | 领涨次数 ◀ | 流通市值 $ | 资金流向 √ | 简介 | | 晓程科技 | 68.78 | -18.49% | 12 | 160.71亿 | -0.14亿 | 公司是国内规模较大的电力终端载波 | | sz300139 | | | | | | 芯片供应商,国内电力终 ...

世界黄金协会最新数据显示，2025年黄金投资需求呈现井喷式发展，受ETF巨额资金流入以及金条需求 攀升的推动，2025年全球黄金投资需求激增84%，达到2175吨。金价走势同样表现强劲，继2025年涨幅 超60%后，2026年以来金价延续上行态势，涨幅进一步扩大至逾20%，本周更逼近每盎司5600美元关 口。金价持续走高大幅抬升黄金资产价值，同时显著增厚黄金企业盈利水平。 1月28日，宝鼎科技（002552）（002552）发布业绩预增公告，2025年公司实现扣非净利润1.10亿 元-1.42亿元，同比大幅增长535.18%-661.78%。公告明确，本期业绩高增的核心原因系黄金价格持续走 高，直接带动公司成品金业务营业收入与毛利率同步提升。 2025年10月16日，宝鼎科技全资子公司河西金矿"河西矿区资源整合开发工程（一期）项目"顺利完成竣 工验收，并正式取得年产30万吨《安全生产许可证》。扩建项目通过安全设施竣工验收且完成《安全生 产许可证》换发标志河西金矿"30万吨/年"项目正式进入投产阶段。项目投产后将进一步释放公司金矿 石开采产能，助力成品金产量与销售收入稳步提升，有效增厚公司盈利水平、增强综合竞争 ...

编辑丨瑜见 1月30日，香港恒生指数开盘跌0.65%，恒生科技指数跌0.88%。 | 名称 | 现价 | 涨跌 | 涨跌幅 - | | --- | --- | --- | --- | | 快手-W | 81.000 | -1.950 | -2.35% | | 阿里巴巴-W | 170.000 | -3.300 | -1.90% | | 全蝶国际 | 13.800 | -0.230 | -1.64% | | 美的集团 | 84.850 | -1.400 | -1.62% | | 中心国际 | 76.000 | -1.250 | -1.62% | | 阿里健康 | 6.580 | -0.090 | -1.35% | | 昨週昨日-W | 273.400 | -3.400 | -1.23% | | 百度集团-SW | 153.600 | -1.900 | -1.22% | | 小米集团-W | 36.200 | -0.420 | -1.15% | | 海尔智家 | 25.900 | -0.300 | -1.15% | | 腾讯控股 | 615.000 | -7.000 | -1.13% | | 金山软件 | 31. ...

每经编辑｜陈柯名 现货白银跌至115.366美元/盎司，日内跌0.43%。 | W | 伦敦银现 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | SPTAGUSDOZ.IDC | | | | | | | | | 115.366 | | 昨结 | 115.866 | | F | | 115.923 | | | -0.500 | -0.43% | 总量(kg) | 0.00 | | 现手 | | 0 | | | 最高价 | 118.466 O | 持 仓 | | | Ar | 참 | 0 | | | 最低价 | 113.701 0 | 壇 仓 | | | 内 | ﺍﻟﻤﺴﺘﻘﻠﺔ | 0 | | | से मिये | 五日 HK 居K | | | 月Ｋ | | 甲子 | | | | 叠加 | | | | 均价: -- | | 盘口 | | | | 118.466 | | | | 2.24% | | 或1 115.431 | 0 | | | | | | | | | 21 115.388 | 0 | | | | ...