格隆汇1月5日丨山东黄金(600547.SH)公布，截至2025年12月31日，公司累计通过股票回购专用证券账 户以集中竞价交易方式回购股份数量为183.49万股，占公司总股本的0.07%，其中，最高成交价为19.45 元/股，最低成交价17.85元/股，成交总金额为34,092,534.43元(不含交易费用)。 ...

格隆汇1月5日丨山东黄金(600547.SH)公布，截至2025年12月31日，公司累计通过股票回购专用证券账 户以集中竞价交易方式回购股份数量为183.49万股，占公司总股本的0.07%，其中，最高成交价为19.45 元/股，最低成交价17.85元/股，成交总金额为34,092,534.43元(不含交易费用)。 ...

预计2025年年度实现归属于上市公司股东的扣除非经常性损益后的净利润约为人民币297,000万元到人 民币317,000万元，与上年同期(法定披露数据)相比，将增加约人民币126,975万元到人民币146,975万 元，同比增加约75%到86%。 格隆汇1月5日丨赤峰黄金(06693.HK)公告，公司预计2025年年度实现归属于上市公司股东的净利润约为 人民币30亿元到人民币32亿元，与上年同期(法定披露数据)相比，将增加约人民币123,566万元到人民币 143,566万元，同比增加约70%到81%； ...

智通财经APP讯，赤峰黄金(600988.SH)披露2025年度业绩预增公告，公司预计2025年度实现归属于上 市公司股东的净利润为30亿元到32亿元，同比增加约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29.7亿元到31.7亿元，同比增加约75%到86%。 公告显示，公司2025年度主营黄金产量约为14.4吨，主营黄金产品销售价格同比上升约49%，境内外矿 山企业盈利能力增强。 ...

Core Viewpoint - The article discusses the significant rise in gold prices due to geopolitical tensions, with a notable increase of nearly $100 to $4430 per ounce on January 5, 2026, and highlights the optimistic outlook for gold in 2026 driven by monetary easing and heightened risk aversion [1][3][9]. Price Adjustments - Jewelry brands, such as Chow Sang Sang, are adjusting their gold jewelry prices upwards by 200 to 1500 yuan starting January 6, 2026, in response to the rising international gold prices [3][4]. - The price of 24K gold jewelry was reported at 1376 yuan per gram on January 5, 2026, reflecting the sensitivity of jewelry prices to fluctuations in international gold prices [5][7]. Market Sentiment and Predictions - The surge in gold prices is attributed to a concentrated release of market risk aversion, with institutions expressing a positive outlook for gold prices throughout 2026 [3][9]. - UBS has raised its gold price targets for March, June, and September 2026 from $4500 to $5000 per ounce, indicating a strong demand for gold as a safe-haven asset amid geopolitical risks [9][10]. - The report suggests that if financial or political risks escalate, gold prices could challenge the $5400 per ounce mark [10]. Institutional Insights - The article notes that global central banks are expected to increase their gold purchases to 950 tons in 2026, up from a previous estimate of 900 tons, reflecting a strong intent to diversify reserves [10]. - The current market dynamics indicate that gold remains a critical asset for hedging against macroeconomic uncertainties, despite potential short-term volatility due to policy changes or market sentiment [10].

注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 赤峰黄金（600988）1月5日发布2025年业绩预增公告，预计实现净利润为30.00亿元~32.00亿元，净利 润同比增长70.00%~81.00%。 证券时报·数据宝统计显示，赤峰黄金今日收于31.99元，上涨2.40%，日换手率为3.20%，成交额为17.07 亿元，近5日上涨0.63%。通过对2025年业绩预增50%以上的个股走势进行统计发现，预告发布后当日股 价上涨的占比70.00%，股价发布当日股价涨停的有1家。预告发布后5日股价上涨的占比80.00%。 资金面上，该股今日主力资金净流出4197.50万元，近5日资金净流出3.81亿元。最新（12月31日）两融 余额16.90亿元，其中，融资余额16.82亿元，环比前一交易日增长4.68%，近5日融资余额累计增长 5.98%。（数据宝） （文章来源：证券时报网） ...

赤峰黄金1月5日公告，预计2025年归母净利润30亿元-32亿元，同比增加约70%-81%。 业绩增长主要原 因是由于公司2025年度主营黄金产量约为14.4 吨，主营黄金产品销售价格同比上升约49%，境内外矿山 企业盈利能力增强。 ...

Market Overview - The Hong Kong stock market opened slightly higher, with the Hang Seng Index at 26,361.44 points, up 22.97 points, a gain of 0.09% [1] - The Hang Seng Tech Index reached 5,755.28 points, increasing by 18.84 points, a rise of 0.33% [3] Company Focus - Kuaishou Technology (HK01024) saw its stock price rise over 10% in early trading [4] - Kuaishou has conducted a share buyback from December 15 to 30, 2025, repurchasing a total of 9.9627 million shares for a total amount of HKD 643 million, despite a cumulative drop of 4.37% during this period [6] Sector Performance - Technology stocks showed mixed performance, with Alibaba up over 2% and Bilibili up over 3% [6] - Oil and gas equipment stocks opened higher, with Shandong Molong rising over 13% [6] - Gold stocks were active, with Zijin Mining International up over 1% [6] - Power equipment stocks opened lower, with Goldwind Technology down over 6% [6] - Chinese brokerage stocks generally fell, with China Merchants Securities down over 1% [6] - China Aluminum Corporation rose over 6%, while new consumption stocks rebounded, with Pop Mart up over 2% and Chow Tai Fook up over 5% [6] - Newly listed company Woan Robotics (HK06600) continued to attract investment, rising over 20% in early trading and up over 50% from its issue price [6] Market Outlook - Huatai Securities believes that the current market sentiment and liquidity environment are better than in November, increasing the likelihood of successful investments in Hong Kong stocks [8] - Recommendations include continuing to invest in technology chains with performance expectations, as well as balancing cash flow assets [8] - The report highlights three key areas for investment: upstream resources in the power chain, travel-related sectors benefiting from domestic demand policies, and domestic AI leaders in the technology sector [8] - GF Securities' Liu Chenming team is optimistic about the Hong Kong market's rebound, noting a shift from traditional economic cycles to hard technology sectors like AI applications and new energy [9] - The team indicates that previous liquidity and sentiment issues that suppressed the Hong Kong market may have adjusted, suggesting potential for rebounds in the Hang Seng Tech Index [9]

Group 1 - Gold and silver prices experienced significant increases on January 5, with London gold reaching $4,400 and peaking at $4,419.81 per ounce, marking a daily increase of 0.81%. COMEX gold rose by 1.88%, while COMEX silver surged by 5.73% [1][4]. - The rise in precious metal prices is attributed to heightened geopolitical tensions, particularly in the Middle East and Ukraine, alongside increasing probabilities of a Federal Reserve rate cut in January. This has led to a surge in market risk aversion, providing support for gold prices [4]. - Long-term factors such as the anticipated Federal Reserve rate cut cycle, increasing uncertainty in overseas macroeconomic policies, and a global trend towards de-dollarization are expected to continue supporting gold prices [4]. Group 2 - As of January 5, the latest prices for gold jewelry were reported as follows: Chow Tai Fook at 1,378 yuan per gram, Chow Sang Sang at 1,376 yuan per gram, and Lao Feng Xiang at 1,370 yuan per gram. Some gold jewelry prices increased by 22 yuan overnight [5].

Group 1 - International gold is currently trading at 989.67 yuan per gram, with a rise of 1.84%, reaching a high of 991.97 yuan and a low of 972.23 yuan [1] - The short-term outlook for international gold appears bullish, influenced by recent events in Venezuela [2] - Technical analysis indicates that gold prices have the potential to form a strong upward trend after breaking through the resistance level of approximately 4400 USD [2] Group 2 - The market is expected to experience volatility due to key economic data releases this week, including the ADP report, initial jobless claims, and the official non-farm payroll report [2] - A stable support level for gold is identified around 4380 USD, which may present a buying opportunity [2] - The current market sentiment is influenced by geopolitical tensions and economic conditions in Latin America, particularly regarding Colombia and Venezuela [2]