（文章来源：每日经济新闻） 每经AI快讯，1月30日，山东黄金(600547.SH)公告称，预计2025年度归属于上市公司股东的净利润为46 亿元至49亿元，同比增加56%至66%。业绩增长主要系公司优化生产布局、提升资源利用与项目建设协 同效率，并受益于黄金价格上行；同时加大井巷开拓、深部探矿、智能化投入及采掘自营转化，推动盈 利提升。 ...

（文章来源：每日经济新闻） 每经AI快讯，1月30日，Wind数据显示，A股市场共计59只个股涨停。其中，黄金股湖南黄金5连板，白 酒股皇台酒业2连板。 ...

南财智讯1月30日电，山东黄金公告，预计2025年全年归属于上市公司股东的净利润为46亿元—49亿 元，同比预增56.00%—66.00%；预计2025年全年归属于上市公司股东的扣除非经常性损益的净利润为 48亿元—51亿元，同比预增60.00%—71.00%；主要变动原因为：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。 ...

山东黄金公告称，预计2025年度归属于母公司所有者的净利润46亿元至49亿元，同比增加16亿元到19亿 元，增幅56%到66%；扣非净利润48亿元至51亿元，同比增加18亿元到21亿元，增幅60%到71%。上年 同期，归母净利润29.52亿元，扣非净利润29.91亿元。业绩预增因统筹优化生产布局，叠加黄金价格上 行。数据为初步核算，以年报为准。 ...

一图速览今日连板股>> 1月30日，Wind数据显示，A股市场共计59只个股涨停。其中黄金股湖南黄金5连板，白酒股皇台酒业2 连板。一图速览今日连板股>> | 15 | A 30 | 截至收盘斩获连板个股 | | --- | --- | --- | | 股票名称 | 连板天数 | 所属概念 | | 湖南黄金 | 5 | 黄金 | | 目川股份 | 3 | 精细化工 | | 青导演业 | 2 | 白酒 | | 天地在线 | 2 | Al营销 | | 中信尼雅 | 2 | 农业种植 | | *ST华晓 | 2 | 机械设备 | | *ST岩石 | 2 | 白酒 | | 横店影视 | 2 | 影视 | | 万丰股份 | 2 第二期场 | 分散染料 | ...

黄金、白银深夜跳水，国内黄金股大面积跌停 1月29日晚间，黄金市场现"惊魂一夜"。当时市场还沉浸在金价创新高的喜悦中，纽约金逼近5600美元 关口。然而，接近午夜行情急转直下，金价连续跌破5400美元、5300美元、5200美元三道关口，一度跌 至5126美元附近。这场暴跌不仅限于黄金，白银市场跌幅更为惨烈。纽约银半个小时跳水超9%，铂金 和钯金也同步大跌，贵金属市场几乎全线崩溃。 每经记者｜闫峰峰 每经编辑｜吴永久 国内市场方面，上期所的黄金期货主力合约从1242元/克在1个小时内最低跌至1140元，1小时内最大跌 幅超8%。 虽然，黄金市场暴跌行情在今日0点之后有短暂的反弹，如沪金期货一度反弹至1200元/克之上，不过今 日国内期货市场开盘后不久，贵金属再度下探，沪金期货主力合约一度跌至1154元/克。最终，沪金期 货主力合约收盘下跌4.71%，沪银期货主力合约收盘下跌6.03%。 黄金市场这场资本风暴迅速蔓延股市。1月30日，A股三大指数集体低开，黄金板块领跌，同花顺黄金 板块指数跌幅一度超9%，有9只黄金股跌停。同时，贵金属板块的下跌，也带动工业金属板块的下跌： 同花顺工业金属指数下跌近7%，金属铜指 ...

↑点击上面图片 加雪球核心交流群 ↑ 风险提示：本文所提到的观点仅代表个人的意见，所涉及标的不作推荐，据此买卖，风险自负。 作者： 晏云社 来源：雪球 1月29日，黄金价格经历了 " 冲高-跳水-反弹 " 的史诗级巨震 。 以下是结合最新情况 ， 对黄金股后续走势的深入分析 。 巨震全景与直接冲击 首先 ， 梳理一下本次巨震的具体情况及其对黄金股的直接影响 ： 1. 行情剧震 ： 从暴涨到闪崩 黄金 ： 一度逼近5600美元的历史新高 ， 随后急速跳水超5% ， 最低跌破5100美元 ， 日内振幅近500美元 ， 最终收盘跌约0.7% 。 白银 ： 波动更为剧烈 ， 从涨4%转为一度暴跌超8% 。 股市反应 ： A股贵金属板块大幅低开 。 美股黄金股也全线收跌 ， 盎格鲁黄金 、 纽蒙特矿业等龙头跌幅在3%-7% 。 2. 巨震核心原因 需求支撑 ： 世界黄金协会数据显示四季度全球央行继续净购金230吨 ， 机构如瑞银也维持看多 （ 目标6200美元/盎司 ） 。 市场普遍认为这是多重短期因素叠加共振的结果 ： 技术性获利了结 ： 年初至今涨幅巨大 （ 金价1月涨超24% ） ， 市场进入极端超买区间 ， 高 ...

Core Viewpoint - The Hong Kong stock market experienced a decline on the last trading day of January, with the Hang Seng Index dropping by 2.08% to close at 27,387.11 points, while the Hang Seng China Enterprises Index fell by 2.47% and the Hang Seng Tech Index decreased by 2.1% [1] Monthly Performance - For the month, the Hang Seng Index recorded a cumulative increase of 6.85%, briefly surpassing the 28,000 points mark, reaching a four-year high [1] - The Hang Seng China Enterprises Index rose by 4.53%, and the Hang Seng Tech Index increased by 3.67% over the same period [1] Sector Performance - Some education stocks saw gains, with China Spring rising over 22% and New Oriental increasing by 5.5% post-earnings [1] - Precious metals experienced a significant drop, with spot gold falling below the 5,200 USD mark, and companies like Chifeng Jilong Gold and Shandong Gold declining over 14%, while Ganfeng Lithium dropped nearly 11% [1] - The application software sector continued to decline, with Kingdee International falling by 7.7% and Kingsoft dropping nearly 4% [1] - Local retail stocks in Hong Kong faced widespread declines, with Chow Tai Fook decreasing by 6.7% [1] - CK Hutchison Holdings fell by 4.6% following a ruling by the Panama Supreme Court declaring a port contract unconstitutional [1]

Market Overview - The Hang Seng Index closed at 27,387.11, down by 580.98 points or 2.08%, with a trading volume of 301.6 billion [1] - The Hang Seng Technology Index fell to 5,718.18, decreasing by 122.92 points or 2.10%, with a trading volume of 63.1 billion [1] - The Hang Seng Biotechnology Index dropped to 15,420.07, down by 371.54 points or 2.35%, with a trading volume of 15.3 billion [1] - The Hang Seng China Enterprises Index decreased to 9,317.09, down by 235.49 points or 2.47%, with a trading volume of 108.8 billion [1] - The Hang Seng Composite Index closed at 4,196.05, down by 89.51 points or 2.09%, with a trading volume of 212.5 billion [1] Sector Performance - Gold stocks experienced significant declines, with companies such as Chifeng Jilong Gold Mining and Shandong Gold falling over 14%, while Long Resources, Datang Gold, Zijin Mining International, and China National Gold all dropped more than 10% [1] - Lithium mining stocks also saw a downturn, with Ganfeng Lithium decreasing by nearly 11% and Tianqi Lithium falling over 10% [2]

Market Performance - The Hong Kong stock index opened lower and continued to decline, closing down 2.08% at 27,387.11 points, while the Hang Seng Tech Index fell 2.1% to 5,718.18 points [1] - Major technology stocks experienced declines, with Alibaba down 2.37%, Tencent down 2.57%, and JD Group down 1.92% [1] - Gold stocks plummeted, with Chifeng Jilong Gold Mining down over 14% and Shandong Gold Mining down over 14% [1] - Lithium mining stocks also fell, with Ganfeng Lithium down nearly 11% and Tianqi Lithium down over 10% [1] - Education and storage chip concepts rose, with New Oriental up 5.52% and China Spring up 22.76% [1] Company Insights - Guoquan (02517.HK) expects revenue of approximately 7.75 billion to 7.85 billion yuan in 2025, a year-on-year increase of about 19.8% to 21.3%, with net profit projected at 443 million to 463 million yuan, up 83.7% to 92.0% [2] - Hengrui Medicine (01276.HK) has received acceptance for a new indication application for its innovative drug, which may provide a new treatment option for patients with unresectable liver cancer [2] - Gilead Sciences-B (01672.HK) reported positive top-line results for its oral FASN inhibitor in treating acne [2] - Baiaosaitu-B (02315.HK) anticipates revenue of 1.369 billion to 1.389 billion yuan in 2025, a year-on-year increase of 39.61% to 41.65%, with net profit expected to rise by 384.26% to 443.88% [2] - Nocera (09969.HK) expects total revenue of approximately 2.365 billion yuan in 2025, a year-on-year growth of about 134%, and aims to achieve profitability with a net profit of around 633 million yuan [2] Financial Projections - Dazhong Public Utilities (01635.HK) projects net profit between 350 million to 500 million yuan in 2025, an increase of 50.12% to 114.46% [3] - Chunli Medical (01858.HK) expects net profit of 245 million to 288 million yuan in 2025, a rise of 96.01% to 130.41% [3] - Yujian Xiaomian (02408.HK) anticipates net profit between 100 million to 115 million yuan in 2025, an increase of approximately 64.7% to 89.5% [4] - China Railway (00390.HK) has recently won several major projects with a total bid amount of approximately 43.292 billion yuan [5] - Sunny Optical Technology (02382.HK) expects net profit between 4.5886 billion to 4.7235 billion yuan in 2025, a year-on-year increase of about 70.0% to 75.0% [6] - New天绿色能源 (00956.HK) expects to complete a cumulative power generation of 15.2104 million MWh in 2025, a year-on-year increase of 7.71% [7] Institutional Views - Guoyuan International suggests that Hong Kong stocks may continue to outperform U.S. stocks due to fiscal cliff and geopolitical factors, benefiting from a trend of diminishing dollar credit [8] - Huatai Securities believes that technology and cyclical "consumables" are likely to lead the rebound in Hong Kong stocks, supported by improved macro data and stable funding conditions [9] - CITIC Securities anticipates that the spring market for Hong Kong stocks will continue, with large-cap stocks showing relative gains and growth sectors supported by policy performing better [9]