投资者等待美国周三将公布的生产者物价指数(PPI)，寻找更多美联储动向的线索。 周三（7月16日）亚市早盘，现货黄金小幅上涨，目前黄金价格交投于3330美元附近，昨日金价在CPI 数据公布后回吐日内涨幅，一度下破3320美元关口，最终收跌0.60%，收报3322.99美元/盎司，为连续 第二个交易日走低。 美国周二发布的数据显示，美国6月CPI同比增长2.7%，符合预期，但高于5月份的2.4%。美国6月CPI环 比增长0.3%，与市场预期一致，但高于前值0.1%，为今年1月以來最大增幅。 此外，美国6月核心CPI同比增长2.9%，增幅高于5月份的2.8%，而6月核心CPI环比增长0.2%。 市场普遍认为，美国总统特朗普的关税政策增加了物价压力，促使美联储按兵不动，静待其后续影响。 美联储主席鲍威尔此前曾表示，预期夏季物价将上升。 联邦基金期货交易显示，今年底前预估降息幅度为44个基点，低于通胀数据公布前的48个基点，市场仍 预期首次降息将于9月启动。 美债收益率的持续上涨在周二也打压金价走势。周二美国10年期公债收益率上涨至4.487%，创6月11日 以来最高，30年期公债收益率触及5.022%的六周峰值。收 ...

国家统计局7月15日发布的数据显示，6月份，社会消费品零售总额为4.2万亿元，同比增长4.8%。 上半年，社会消费品零售总额为24.5万亿元，同比增长5.0%。国家统计局副局长表示，我国正处在消费 结构升级的关键阶段，人均GDP连续两年稳定在1.3万美元以上，文化旅游、医疗健康、养老消费空间 广阔，我国市场规模优势非常明显。中国未来的消费成长性非常好，市场空间非常广阔。 7月16日，港股三大指数集体高开，恒指涨0.46%，国指涨0.56%，恒生科技指数涨0.89%。盘面 上，大型科技股全线上涨，生物医药股继续上扬，创新药概念股活跃，稀土概念股走高，新消费概念股 多数上涨，港股消费板块走势强劲，港股消费ETF（513230）现涨近2.5%。 港股消费ETF（513230）一键网罗港股新消费龙头。 每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 平安证券研报称，紧抓精神需 ...

Mount Gibson Iron (MGX) Update / Briefing July 15, 2025 09:00 PM ET Speaker0Thank you for joining today's teleconference for the Mt. Gibson irons announcement of its agreement to acquire a 50% interest in the Central Tanami Gold Project. Mt. Gibson Chief Executive Officer, Peter Kerr, will be leading the discussion, and he's joined by chief financial officer Jill Dobson and external relations manager John Fafias. Mr Kerr will provide a brief overview, after which sorry.There will be an opportunity to ask qu ...

2025年07月16日 证券研究报告 | 商贸零售行业2025年中期投资策略 产品驱动叠加调改创新，新质消费彰显增长韧性 行业研究 · 行业投资策略 投资评级：优于大市（维持） 证券分析师：张峻豪 021-60933168 zhangjh@guosen.com.cn 执证编码：S0980517070001 0755-81981311 liuxu1@guosen.com.cn 执证编码：S0980522120001 证券分析师：柳旭 证券分析师：孙乔容若 021-60375463 sunqiaorongruo@guosen.com.cn 执证编码：S0980523090004 请务必阅读正文之后的免责声明及其项下所有内容 投资摘要 附表：重点公司盈利预测及估值 | 代码 | 公司 | 投资 | 收盘价 | 总市值（亿元） | | EPS | | | | PE | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 名称 | 评级 | 07-11 | 07-11 | 2024 | 2025E ...

答：二季度由于下游需求下滑，对公司当季锑品销量有一定影响，公司绝大部分锑产品销售给中间商和贸易商，目前由于锑品出口减少和国内下 游需求下滑，贸易商和客户大多数处于观望，未来有望随着出口暖，国内需求改善，公司将及时对销售策略进行调整，加大对锑品销售力度。 问：公司黄金产能扩张有哪些规划？ 答：预计未来给公司带来黄金增量的主要有以下项目一是甘肃加鑫以地南铜金矿采选工程项目，该项目于 2025 年 6 月 26日正式启动，整体项目 建设期为 2 年，建设规模为采矿 50 万吨/年。二是万古矿区资源整合项目，目前正积极与控股股东和平江县政府进行沟通，力争早日完成资产收 购工作。 证券之星消息，2025年7月15日湖南黄金（002155）发布公告称公司于2025年7月15日接受机构调研，南方基金蒋秋洁 雷嘉源 万朝辉 钟贇 朱伟豪 谢巍 秦乾一 严必行 唐沈洋 王天瑜 陈卓参与。 具体内容如下： 问：二季度锑品销量是否受影响，下半年销售如何展望？ 问：未来公司分红怎么规划？ 答：公司高度重视投资者报，基于公司所处行业特点，在保证公司正常经营和长远发展的前提下，加大分红比例，与投资者共享发展成果。 问：湖南省国资委对公司 ...

Group 1 - A total of 1525 A-share listed companies disclosed their mid-year performance forecasts, with 662 companies expecting positive growth, representing 43.41% of the total [2] - The industries showing strong performance include biomedicine, basic chemicals, artificial intelligence, semiconductors, rare earths, gold, and securities [2] - 869 companies are expected to see a year-on-year net profit increase, with 428 companies forecasting over 100% growth [3] Group 2 - China Shenhua is projected to have the highest net profit at 25.6 billion yuan, followed by Zijin Mining and Guotai Junan with 23.2 billion yuan and 19.557 billion yuan respectively [3][4] - Companies like Lixun Precision and Xinyisheng are experiencing significant growth due to their strategic positioning and market demand, particularly in high-end manufacturing and AI-related investments [4] - Some companies have seen their stock prices surge significantly following positive earnings forecasts, with Huayin Power's stock hitting the limit up six times in seven days [5] Group 3 - Analysts predict an overall improvement in A-share performance in the second half of the year, driven by a moderate recovery in the macro economy and sustained high demand in sectors like electronics and communications [5] - The focus on expanding domestic demand is expected to benefit leading companies in consumer sectors such as automotive and home appliances [5]

Summary of Conference Call Records Industry or Company Involved - Retail Industry - E-commerce Sector - Home Appliances Industry - Catering Industry - Gold and Jewelry Market - Light Industry and Home Furnishing Sector - Automotive Industry - Textile and Cosmetics Industry Core Points and Arguments Retail Industry Insights - In June 2025, the total retail sales of consumer goods grew by 4.8% year-on-year, down from 6.4% in May, primarily due to the timing of e-commerce promotions which were moved to mid to late May, leading to a spike in May sales with a month-on-month growth of 11.5% compared to 8.4% in previous years [3][6] - Excluding seasonal factors, categories like home appliances and communication equipment maintained high growth rates, with home appliances growing at around 30% [3][6] Catering Sector Performance - June saw a significant decline in catering revenue, attributed to promotional activities reducing actual consumer spending rather than a decrease in demand [4][5] - The overall service retail sector showed improvement, with cumulative year-on-year growth rising from 5.2% to 5.3% [4] E-commerce and AI Development - Strong recommendation for the internet e-commerce sector, particularly with AI-driven advancements. NVIDIA's H20 card is expected to enhance computational power for AI applications in China [7] - Increased competition in instant retail is anticipated, with major platforms like Alibaba and Meituan being highlighted for investment [7] Gold and Jewelry Market Trends - Recent corrections in the gold and jewelry market are due to previously high expectations. However, the trend towards domestic gold jewelry remains strong, with brands that excel in craftsmanship and design expected to grow significantly [8] Light Industry and Home Furnishing Sector - The light industry and home furnishing sector benefited from the "old-for-new" policy, with June residential construction area declines narrowing and home furnishing retail sales showing strong growth [10] - The sector is viewed as having long-term investment value due to low valuations and structural opportunities in AI mattresses and design software [10] Home Appliances Industry Growth - The home appliances sector experienced a robust growth of 32.4% year-on-year in June, with total retail sales exceeding 140 billion yuan [11] - The "old-for-new" policy and the 618 promotion significantly boosted sales across various product categories, with air conditioners and kitchen appliances seeing substantial growth [11] New Consumer Categories in Home Appliances - New consumer categories, particularly cleaning appliances, are seeing increased market penetration. Companies like Ousheng Electric, Dechang, and Roborock are recommended for investment [12] Automotive Market Performance - The automotive market grew by 4.8% year-on-year in June, with new energy vehicle sales reaching 1.1 million units, a nearly 30% increase [16] - Domestic brands are gaining market share, with a 30% increase in sales, while luxury vehicle sales declined by 7% [16][17] Textile and Cosmetics Industry Overview - The textile and apparel sector grew by 1.9% in June, while cosmetics saw a decline of 2.3%. Notable growth in sportswear and specific brands like Haier and An Ta was observed [18] - Companies like Mao Ge Ping and Shangmei are highlighted for their strong growth potential in the cosmetics sector [18] Other Important but Possibly Overlooked Content - The shift towards smaller, specialized retail formats is evident, with convenience stores and specialty shops outperforming larger formats, indicating a trend towards professionalization and miniaturization in consumer behavior [6] - The IP cultural tourism sector is also noted for its potential, especially with the upcoming peak travel season and active IP collaborations [9]

| 指数 | 收盘 | | 涨跌（％） | | | --- | --- | --- | --- | --- | | 名称 | （点） | 1 日 | 5 日 | 1 月 | | 上证指数 | 3505 | -0.42 | 3.79 | 0.22 | | 深证综指 | 2119 | -0.06 | 5.88 | 0.78 | | 风格指数 | 昨日表现 | 1 个月表现 | 6 个月表现 | | --- | --- | --- | --- | | | （％） | （％） | （％） | | 大盘指数 | 0.04 | 3.93 | 5.85 | | 中盘指数 | 0.21 | 5.3 | 6.19 | | 小盘指数 | -0.04 | 5.05 | 10.98 | | 行业涨幅 | 昨日涨 | 1 个月涨 | 6 个月涨 | | 通信设备 | 6.19 | 20.07 | 24.72 | | 通信设备 | 6.19 | 20.07 | 24.72 | | --- | --- | --- | --- | | 元件Ⅱ | 5.35 | 28.48 | 35.74 | | 消费电子 | 1.74 | 10.61 | ...

Core Viewpoint - The significant increase in gold prices has led to impressive financial results for Chifeng Jilong Gold Mining Co., Ltd, with a forecasted net profit for the first half of 2025 reaching between 1.08 billion to 1.13 billion yuan, marking a year-on-year growth of 52.01% to 59.04% [1][2][3] Financial Performance - For the first half of 2025, Chifeng Jilong Gold expects a net profit of 1.08 billion to 1.13 billion yuan, a substantial increase compared to the previous year [2][3] - The company reported a net profit of 1.764 billion yuan for the full year of 2024, which was a 119.46% increase year-on-year [2] - The first quarter of 2025 showed a net profit of 483 million yuan, reflecting a year-on-year growth of 141.10% [3] Sales and Pricing - The average gold sales price increased by approximately 41.76% year-on-year during the reporting period, contributing to the profit growth [1][3] - The company’s revenue from gold sales has seen a significant rise, with the proportion of gold revenue increasing from 78.48% in 2021 to 88.40% in 2024 [1][7] Company Strategy and Growth - Chifeng Jilong Gold aims to become a globally recognized major gold producer, focusing on high-quality development and global resource layout [1][6] - The company has expanded its resource base through strategic acquisitions, significantly increasing its gold reserves over the years [6][7] - As of the first quarter of 2025, the total assets of Chifeng Jilong Gold reached 22.48 billion yuan, with a debt ratio of 38.62%, indicating a strong financial position [7] Industry Context - Several gold companies are also reporting positive earnings forecasts, driven by high gold prices, with notable increases in net profits across the sector [4][5] - Other companies in the industry, such as Shandong Gold and Hunan Gold, are also projecting significant profit growth for the first half of 2025, reflecting a broader trend in the gold market [4]

● 本报记者 熊彦莎 国家统计局7月15日发布数据显示，上半年部分升级类消费增速加快，体育用品类商品零售额同比增长 22.2%，金银珠宝类零售额同比增长11.3%。"新的消费模式和业态层出不穷，悦己消费、情绪消费，还 有一些新的个性化、多元化消费方兴未艾。"国家统计局副局长盛来运表示。 新茶饮品牌加速扩张，潮玩热度提升，多个城市开展动漫季活动……上半年新消费领域持续升温，成为 机构关注焦点。多家机构认为，潮玩、宠物、新茶饮、AI消费等赛道潜力巨大。在政策持续支持下， 值得一提的是，新消费领域获得多项政策支持，为其增长添柴加薪。比如，3月印发的《提振消费专项 行动方案》对数字消费、人工智能+消费、低空消费等多个领域作出部署，支持新型消费加快发展。 今年以来，北京人形机器人半程马拉松赛的举办，多个AI眼镜厂商在科技展会推出新品，连续7年登顶 全球全景相机市场的影石创新成功上市，都显示了科技产品从实验室到展会再到逐步进入百姓家的趋 势。新能源车销量增长，也折射了新技术与扩内需政策共同驱动的消费升级。 另一方面，新消费抓住消费者对情绪价值的需求。以掀起上市潮的新茶饮品牌为例，2025年以来，古 茗、蜜雪集团、霸王茶姬 ...