Group 1 - The core point of the news is that Chifeng Jilong Gold Mining Co., Ltd. experienced a stock price increase of 5.3%, reaching 35.15 CNY per share, with a trading volume of 3.126 billion CNY and a turnover rate of 5.62%, resulting in a total market capitalization of 66.799 billion CNY [1] - The company, established on June 22, 1998, and listed on April 14, 2004, primarily engages in gold and non-ferrous metal mining and resource recycling, with gold accounting for 90.03% of its main business revenue [1] - The revenue composition includes: gold (90.03%), electrolytic copper (3.76%), other (electronic product dismantling) (2.38%), zinc concentrate (1.13%), rare earth products (0.97%), molybdenum concentrate (0.72%), copper concentrate (0.44%), lead concentrate (0.37%), and others (0.22%) [1] Group 2 - From the perspective of fund holdings, Huatai-PB Fund has one fund heavily invested in Chifeng Gold, specifically the Huatai-PB Incentive Power Mixed A (001815), which held 170,500 shares, representing 2.78% of the fund's net value, ranking as the ninth largest holding [2] - The fund has a current scale of 117 million CNY and has achieved a year-to-date return of 11.54%, ranking 824 out of 8,848 in its category, with a one-year return of 25.88%, ranking 4,702 out of 8,093 [2] - The fund manager, Shen Xuefeng, has a tenure of 19 years and 219 days, with the fund's total asset scale at 2.456 billion CNY, achieving the best return of 157.14% and the worst return of -21.56% during his tenure [3]

1月15日，四川黄金涨5.75%，截至发稿，报33.30元/股，成交3.06亿元，换手率3.32%，总市值139.86亿 元。四川黄金股价已经连续4天上涨，区间累计涨幅9.68%。 责任编辑：小浪快报 万家周期视野股票发起式A（025445）成立日期2025年9月18日，最新规模552.56万。今年以来收益 15.08%，同类排名254/5525；成立以来收益18.52%。 万家周期视野股票发起式A（025445）基金经理为李自龙。 截至发稿，李自龙累计任职时间239天，现任基金资产总规模5.76亿元，任职期间最佳基金回报 45.29%， 任职期间最差基金回报-7.2%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 资料显示，四川黄金股份有限公司位于四川省成都市高新区天泰路145号，成立日期2006年8月16日，上 市日期2023年3月3日，公司主营业务涉及主要从事金矿的采选及销售,主要产品为金精矿和合质金。主 营业务收入构成为：金精矿100.00%。 从基金十大重仓 ...

2026开年以来，受国际局势动荡等因素影响，国际金价屡屡刷新纪录。1月14日，现货黄金价格最 高触及4640美元／盎司，再创历史新高。 受金价大幅上涨影响，作为黄金产业链上游的矿产开采企业预计2025年业绩大幅增长。不过，下游 零售企业的业绩普遍承压。展望2026年金价走势，不少机构仍然看多。 上游矿业受益金价上涨 从已披露的业绩预告来看，头部涉矿企业业绩表现亮眼。赤峰黄金2025年度业绩预增公告称，预计 2025年度实现归属于上市公司股东的净利润为30亿元至32亿元，同比增长70%到81%。预计2025年度实 现归属于上市公司股东的扣除非经常性损益的净利润为29.7亿元至31.7亿元，同比增长75%到86%。 周大生2025年前三季度营收约67.72亿元，同比下降37.35%，归母净利润约8.82亿元，同比增长 3.13%。 为何金价越上涨，黄金饰品企业越感觉承压？分析认为，从需求弹性角度看，黄金珠宝属可选消费 品，价格弹性较高。尽管金价上涨推高了产品名义售价，但实际销量可能因消费抑制而下滑，导致"量 缩价涨"下总营收反而减少。 黄金今年仍被机构看多 此外，多家涉矿类上市公司去年前三季度业绩实现了大幅增长。 ...

截至发稿，李自龙累计任职时间238天，现任基金资产总规模5.76亿元，任职期间最佳基金回报 45.29%， 任职期间最差基金回报-7.2%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，万家基金旗下1只基金重仓四川黄金。万家周期视野股票发起式A（025445）三季度持有股 数2.61万股，占基金净值比例为6.3%，位居第九大重仓股。根据测算，今日浮盈赚取约2.01万元。连续 4天上涨期间浮盈赚取7.26万元。 万家周期视野股票发起式A（025445）成立日期2025年9月18日，最新规模552.56万。今年以来收益 13.09%，同类排名354/5520；成立以来收益16.47%。 万家周期视野股票发起式A（025445）基金经理为李自龙。 1月14日，四川黄金涨2.51%，截至发稿，报31.49元/股，成交7.30亿元，换手率8.11%，总市值132.26亿 元。四川黄金股价已经连续4天上涨，区间累计涨幅9.68%。 资料显示，四川黄金股份有限公司位于四川 ...

Core Viewpoint - Chifeng Jilong Gold Mining Co., Ltd. (600988.SH) expects a significant increase in net profit for the year 2025, with projections indicating a rise of approximately 70% to 81% compared to the previous year [1] Financial Performance - The company anticipates a net profit attributable to shareholders of between 3 billion to 3.2 billion yuan for 2025 [1] - The net profit excluding non-recurring gains and losses is expected to be between 2.97 billion to 3.17 billion yuan, reflecting a year-on-year increase of approximately 75% to 86% [1] Operational Highlights - The projected gold production for 2025 is approximately 14.4 tons [1] - The average selling price of gold products is expected to increase by about 49% year-on-year [1] - Enhanced profitability of domestic and overseas mining enterprises is a contributing factor to the expected growth [1]

Core Viewpoint - Chifeng Jilong Gold Mining Co., Ltd. (600988.SH) expects a significant increase in net profit for the year 2025, projecting a net profit attributable to shareholders of between 3 billion to 3.2 billion yuan, representing a year-on-year increase of approximately 70% to 81% [1] Financial Performance - The company anticipates a net profit attributable to shareholders, excluding non-recurring gains and losses, to be between 2.97 billion to 3.17 billion yuan, reflecting a year-on-year increase of approximately 75% to 86% [1] - The expected main gold production for 2025 is around 14.4 tons, with the average selling price of gold products expected to rise by approximately 49% year-on-year [1] Market Conditions - The enhanced profitability of domestic and overseas mining enterprises is cited as a key factor contributing to the expected growth in net profit for 2025 [1]

Group 1 - Chifeng Jilong Gold Mining Co., Ltd. is primarily engaged in gold and non-ferrous metal mining, with gold accounting for 90.03% of its main business revenue [1] - As of December 31, Chifeng Gold's stock price increased by 1.01% to 31.95 CNY per share, with a total market capitalization of 607.18 billion CNY [1] - The company was established on June 22, 1998, and listed on April 14, 2004, with its main operations located in Inner Mongolia [1] Group 2 - The fund managed by Fangzheng Fubon has a significant holding in Chifeng Gold, with the Fangzheng Fubon CSI 500 ETF reducing its position by 1,400 shares in the third quarter, now holding 4,400 shares [2] - The Fangzheng Fubon CSI 500 ETF has a total asset size of 25.68 million CNY and has achieved a year-to-date return of 31.48% [2] - The fund's performance ranks 1658 out of 4189 in its category for the year, with a cumulative return of 89.22% since inception [2]

Group 1 - The core point of the article is that Chifeng Jilong Gold Mining Co., Ltd. announced the release of 34 million shares from pledge by its controlling shareholder, Li Jinyang, which affects the shareholding structure and pledge ratios of the company [1] - As of December 29, 2025, Li Jinyang and her concerted action partner hold approximately 190 million shares and 51.52 million shares respectively, accounting for 10.02% and 2.71% of the total share capital [1] - After the release of the pledge, the controlling shareholder and her concerted action partner will have pledged a total of 52.9 million shares and approximately 9.18 million shares, representing 27.78% and 17.82% of their holdings, and 2.78% and 0.48% of the total share capital respectively [1] Group 2 - For the first half of 2025, Chifeng Jilong Gold's revenue composition is as follows: mining industry accounts for 74.56%, non-ferrous metal resource recycling accounts for 23.06%, and others account for 2.39% [1] - The current market capitalization of Chifeng Jilong Gold is 60.3 billion yuan [2]

Core Viewpoint - The company has successfully acquired exploration rights for the Kugez - Juebei gold mine in Xinjiang, indicating a strategic move to expand its resource base and potential future production capabilities [1] Group 1: Acquisition Details - The company won the exploration rights through a bidding process, with a total bid amount of 51,004.30 million yuan [1] - The exploration area covers 59.05 square kilometers and the exploration license is valid until November 18, 2030 [1] Group 2: Current Status and Risks - The gold mine is currently in the exploration phase, which is characterized by a low level of work [1] - There is uncertainty regarding the timeline for obtaining mining rights, and there is a risk that the actual resource quantity may not meet expectations [1]

Group 1 - The core point of the article highlights that southbound funds have reduced their holdings in Chifeng Jilong Gold Mining Co., Ltd. by 404,000 shares on December 12, with a total net reduction of 1.41 million shares over the past five trading days and 2.66 million shares over the past twenty trading days [1] - As of now, southbound funds hold 111 million shares of Chifeng Jilong Gold, accounting for 46.8% of the company's total issued ordinary shares [1] Group 2 - Chifeng Jilong Gold Mining Co., Ltd. primarily engages in the mining, selection, and sales of gold, and also involves in the mining and smelting of zinc, lead, copper, and molybdenum, as well as the processing of waste electrical and electronic products [1] - The company's main products include precious metals like gold and electrolytic copper, which are utilized across various sectors such as central banks (official reserves), investment, jewelry, industrial applications, infrastructure, construction, and equipment manufacturing [1] - The company operates in both domestic and international markets [1]