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白银凶猛!年内涨幅已超70%,金银比显示估值仍低
白银凶猛! 黄金大涨也带动了白银冲高。 今年以来白银现货价格最高达49.675美元/盎司(截至北京时间18点20分),相比2011年创下的49.84美 元/盎司的历史高点,仅一步之遥。 今年以来现货白银的涨幅已经超过70%,表现优于黄金。 白银月线五连涨 今年以来,避险情绪升温,贵金属行情呈现多点开花的局面,从黄金向白银、铂金、钯金等多品种扩 散。9月第一天现货白银就突破40美元/盎司,随后"势不可挡",截至10月8日已经突破49美元/盎司,一 个多月的时间,涨幅超过20%。 与此同时,截至10月8日,上海期货交易所的白银主力合约价格涨至11169元/公斤,盘中最高触及11309 元/公斤,月线上已经连续上涨五个月。 首先是当前经济就业下行,通胀上行叠加流动性宽松的环境,对白银构成利好。其次,当前美国经济仍 有韧性,近期公布的美国经济数据更是相对偏强,使得预防式降息后经济可能触底反弹的预期走强,利 好白银的工业金属属性。两者共同作用下,银价出现较大幅度的上涨。 中国有色金属工业协会金银分会副秘书长、信息咨询部主任石和清在接受采访时表示,银价的上涨是多 重因素共振的结果。 金银比方面,当前内盘金银比约为82,外 ...
从黄金替补到领涨主角,白银还能上车吗?
Sou Hu Cai Jing· 2025-08-25 01:30
Group 1 - The global precious metals market has seen a significant rise in 2023, with silver prices reaching a 14-year high of over $39 per ounce, marking a year-to-date increase of 34%, surpassing gold's 29% increase during the same period [1] - Silver's price advantage compared to gold makes it accessible to a broader range of investors, with current silver prices approximately 1/80th of gold prices, allowing for flexible asset allocation among small and medium investors [2] - Retail demand for silver remains strong despite a 15%-20% increase in silver jewelry prices, as consumers find the total cost of smaller silver items still acceptable, leading to a 40% year-on-year increase in sales of silver bars and ingots [2] Group 2 - Silver possesses a unique "industrial + investment" dual attribute, with 56% of global silver demand in 2023 coming from industrial applications, particularly in photovoltaic, electronics, and medical sectors, driven by the rapid growth of the renewable energy industry [3] - The pricing mechanism of silver is influenced by both Federal Reserve monetary policy and global manufacturing PMI indices, creating a dynamic where increased industrial demand can lead to higher prices [3] - Market opinions on investing in silver are divided, with bullish views suggesting that the current gold-silver ratio of approximately 78:1 indicates potential for silver price increases, while cautious perspectives highlight the historical peak in silver futures open interest, suggesting possible short-term corrections [4] Group 3 - Investors in the silver market should clarify their investment goals, whether for short-term trading or long-term allocation, and manage their position sizes carefully, as precious metals should not constitute an overly large portion of their portfolios [5] - Attention should be paid to Federal Reserve policy changes and data from the photovoltaic industry, as silver's price volatility is typically 1.5 to 2 times that of gold, indicating both higher potential returns and greater risks [5]
“黄金平替”成为市场“新宠”
Jin Rong Shi Bao· 2025-08-08 07:58
Group 1: Market Trends - The "golden alternative" market is gaining traction, with silver and platinum becoming popular in the precious metals market [1] - Silver prices have surged, reaching a peak of $37 per ounce in June, the highest in nearly a decade, while domestic silver prices exceeded 8.46 yuan per gram [1] - Platinum futures prices have also risen, hitting $1,447.9 per ounce, marking a 50% increase year-to-date [1] Group 2: Investment Opportunities - Investment in silver products has seen a significant increase, with sales of silver bars and ingots rising over 40% year-on-year [2] - The rise in precious metal prices is attributed to expectations of a prolonged interest rate cut cycle by the Federal Reserve and escalating geopolitical risks [2] - Experts suggest that platinum still has room for price growth despite its recent surge, as supply is unlikely to increase in the short term and its potential applications in hydrogen energy and fuel cells remain untapped [3] Group 3: Consumer Behavior - Many consumers are shifting from gold to platinum due to its aesthetic appeal and stability, leading to increased sales of platinum jewelry [1][3] - In markets like Shenzhen, some vendors are reducing gold sales space in favor of platinum, indicating a shift in consumer preference [1] Group 4: Investment Strategies - Investors are advised to approach platinum as a long-term asset rather than focusing on short-term fluctuations, with a recommendation to choose reputable brands and verification agencies for physical platinum investments [3] - The white silver market is experiencing a surge in new investment accounts and trading volume, with a 323% increase in new accounts and a 175% increase in trading volume since May [4]
白银价格创近13年新高,饰品销量大增,“小克重”“新中式”类受青睐
Sou Hu Cai Jing· 2025-08-06 05:20
Group 1 - Silver prices have surged this year, with London spot silver prices exceeding $39 per ounce, marking a 13-year high, leading to increased sales of silver-related products [1] - In a silver jewelry wholesale store in Shanghai, silver prices have risen by 30% since the beginning of the year, with monthly shipments exceeding 10,000 pieces, particularly favored are "small weight" and "new Chinese style" silver products [3] - In Yongxing County, Hunan, which accounts for 25% of the national silver output, a "cultural tourism + silver" consumption model has been developed, significantly boosting local silver consumption during the summer tourism season [5] Group 2 - A local silver sales company in Hunan reports daily foot traffic ranging from 500 to 800 people, with two main sales categories experiencing growth: investment products like silver ingots and bars, and decorative items such as electroplated gold and cloisonné, with a year-on-year increase of over 20% [9] - The price of silver has increased from over 7 yuan per gram to 8.7 yuan per gram, reflecting the rising costs impacting consumer purchasing behavior [7]
白银价格创近13年新高 饰品销量大增 “小克重”“新中式”类受青睐
Sou Hu Cai Jing· 2025-08-06 02:07
今年以来,白银价格节节攀升, 伦敦白银现货价格一度突破每盎司39美元,创下近13年来新高,白银 相关产品也迎来热销。 游客:我选了三样,都是手镯,(买)给我儿子。银价涨了,之前是(每克)七元多,现在(每克) 8.7元了。 湖南郴州某白银销售企业负责人 刘晓伟:每天客流量有500到800人不等。白银有两大块的销售呈上 涨,一块是投资理财类,包括银元宝、银条这一类的产品;还有电(镀)金款、珐琅款以及花丝款,同 比增长20%以上。 (央视财经) 在上海豫园的一家白银饰品批发门店,记者注意到,工作人员正在将一件件白银饰品打包发货。门店负 责人陈韵告诉记者,今年白银价格较年初涨了30%," 小克重""新中式"类型的白银饰品更受消费者青 睐,目前每个月的出货量在1万多件。此外还推出了几十款搭配水晶、和田玉等配件的新款式,销量也 不错。 湖南郴州的永兴县,白银产量占全国的1/4,当地也利用完备的白银产业链优势,打造"文旅+白银"的消 费模式。早上8点多,就有多支旅游团来到景点,观赏用5万两白银打造的"永兴银楼",体验当地银饰锻 造的非遗技艺。多家白银销售企业负责人表示,暑期文旅的火热,也带动当地的白银消费大幅增长。 ...
白银价格创近13年新高 “小克重”“新中式”类饰品受青睐
央视新闻客户端消息,今年以来,白银价格节节攀升,伦敦白银现货价格一度突破每盎司39美元,创下 近13年来新高,白银相关产品也迎来热销。 在上海豫园的一家白银饰品批发门店,记者注意到,工作人员正在将一件件白银饰品打包发货。门店负 责人陈韵告诉记者,今年白银价格较年初涨了30%,"小克重""新中式"类型的白银饰品更受消费者青 睐,目前每个月的出货量在1万多件。此外还推出了几十款搭配水晶、和田玉等配件的新款式,销量也 不错。 湖南郴州的永兴县,白银产量占全国的1/4,当地也利用完备的白银产业链优势,打造"文旅+白银"的消 费模式。早上8点多,就有多支旅游团来到景点,观赏用5万两白银打造的"永兴银楼",体验当地银饰锻 造的非遗技艺。多家白银销售企业负责人表示,暑期文旅的火热,也带动当地的白银消费大幅增长。 原标题:白银价格创近13年新高 饰品销量大增 "小克重""新中式"类受青睐 游客:我选了三样,都是手镯,(买)给我儿子。银价涨了,之前是(每克)七元多,现在(每克) 8.7元了。 湖南郴州某白银销售企业负责人 刘晓伟:每天客流量有500到800人不等。白银有两大块的销售呈上 涨,一块是投资理财类,包括银元宝、银条这 ...
金价狂飙,白银和铂金成石家庄年轻人新宠
Sou Hu Cai Jing· 2025-07-29 06:12
Group 1 - The global precious metals market is undergoing a structural change, with silver prices rising by 20% and platinum by 36% in the first half of 2025, surpassing gold's increase [1] - Young consumers are increasingly favoring silver and platinum over gold due to rising gold prices, with platinum jewelry sales seeing a significant uptick [1][3] - Banks are expanding their precious metals offerings, with products like silver bars and jewelry being introduced to attract consumers [1] Group 2 - There is a surge in demand for silver consumer products, with sales of investment silver bars and silver ingots increasing by over 40% year-on-year [2] - The popularity of silver investment products is reflected in the high number of reservations for silver coin sets, indicating strong consumer interest [2] - Platinum prices have also seen a significant rise, with a 45% increase in daily sales of platinum jewelry since June, driven by younger consumers seeking design and value [3]
“黄金平替”也疯狂,白银年内暴涨超30%,银行扎堆上新银条、银元宝
Sou Hu Cai Jing· 2025-07-20 05:47
Core Viewpoint - The prices of silver and platinum are rising significantly as alternatives to gold, with silver's year-to-date increase reaching 32.06% as of July 19, outperforming gold's 27.65% increase [1][4]. Group 1: Price Trends - As of July 19, 2023, the year-to-date increase in London silver prices is 32.06%, while palladium and platinum have risen over 45% and 60% respectively [1]. - The international silver price surged to over $39 per ounce, marking a 14-year high [1]. - Domestic silver prices are expected to challenge the 10,000 yuan per kilogram mark in the third quarter [5]. Group 2: Investment Behavior - Investors are increasingly turning to silver, with reports of significant purchases of physical silver bars and coins [2][6]. - A notable increase in sales of silver products has been observed, with some banks and jewelry stores launching new silver offerings [6]. - A specific silver-themed fund has achieved a year-to-date return of 20.53%, indicating strong interest in silver investments [8]. Group 3: Market Dynamics - The rise in silver prices is attributed to the ongoing bull market in gold and the correction of the gold-silver ratio [4][5]. - The demand for silver investment products has surged, with a reported increase in sales of over 40% year-on-year for silver bars and coins [6]. - The market is witnessing a shift in consumer preference from gold to silver, as investors seek better returns [6][7].
暴涨,终于轮到它了?
Sou Hu Cai Jing· 2025-07-19 12:12
Core Viewpoint - Silver has recently gained significant attention, reaching a price of $39.116 per ounce, the highest since September 2011, with a year-to-date increase of approximately 35%, surpassing gold's 27% rise [1][3]. Group 1: Price Dynamics - Silver's price surge is attributed to a combination of geopolitical risks and its industrial properties [4]. - The gold-silver ratio, which measures the relationship between gold and silver prices, has increased significantly, indicating that silver is undervalued compared to gold [5]. - Following a historic rise in gold prices, the gold-silver ratio peaked above 100, but has since decreased to around 90, allowing for upward movement in silver prices [5][6]. Group 2: Industrial Demand - Industrial demand constitutes 60% of silver's total demand, with significant contributions from the photovoltaic industry and emerging technologies such as electric vehicles and 5G [6]. - The World Silver Survey projects a total silver demand of 1.164 billion ounces in 2024, with industrial demand accounting for 58.5% of this figure [6]. Group 3: Investment Trends - The rise in silver prices has sparked a renewed interest in silver investment products, with sales of silver bars and coins increasing by over 40% year-on-year [7]. - The largest silver ETF, SLV, reported a record high holding of 14,966.24 tons as of July 14, 2025, reflecting strong bullish sentiment in the market [10]. - Investment inflows into silver ETFs in the first half of 2025 have already surpassed the total for the entire year of 2024, indicating a growing bullish outlook [11]. Group 4: Company Performance - Companies with significant silver production, such as Xinyi Silver and Hunan Silver, have seen substantial increases in their stock prices and market valuations due to the rising silver prices [12]. - Xinyi Silver's market capitalization reached 32.5 billion yuan, with a stock price increase of nearly 65% over three months [13]. - Hunan Silver reported a 19.01% year-on-year increase in revenue for Q1 2025, driven by the surge in silver prices [13]. Group 5: Future Outlook - Analysts maintain a bullish outlook on silver, with Citigroup raising its three-month target price from $38 to $40 and its six to twelve-month target to $43, citing tightening supply conditions [15]. - The long-term price trajectory of silver is expected to be influenced by supply-demand dynamics and financial attributes, particularly in the context of global inflation and geopolitical tensions [15].
白银价格创14年新高 机构集体上调目标价 年内涨幅超30%
Sou Hu Cai Jing· 2025-07-18 11:40
Group 1 - The A-share non-ferrous metal sector continues to perform strongly, with the industrial precious metal ETF rising by 3.02%, reaching a new high for the year [1] - Multiple international investment banks have raised their silver price forecasts, with Bank of America predicting silver prices could reach $40 per ounce by the end of 2025 or early 2026, driven by record industrial demand, particularly in the photovoltaic and electric vehicle sectors [2][3] - The current surge in silver prices is driven by two main factors: a significant increase in industrial demand due to the acceleration of global energy transition and an influx of safe-haven funds amid rising geopolitical risks and expectations of Federal Reserve rate cuts [3] Group 2 - Silver-related stocks in the A-share market have seen impressive performance, with companies like Hunan Silver hitting a five-year high and the silver non-ferrous sector experiencing a 6.99% increase [4] - The physical investment market for silver is also booming, with sales of silver bars and silver ingots increasing by over 40% year-on-year, and banks reporting high demand for silver wealth management products [4] - Analysts have differing views on the future of silver prices, with some optimistic about a potential challenge to the historical high of $50 per ounce due to ongoing supply tightness, while others expect the average silver price to remain around $36 in the third quarter, indicating limited upside [5][6] Group 3 - The silver market is currently in a state of tight supply and demand balance, with industrial demand and financial attributes driving prices higher; despite potential short-term technical adjustments, strong demand from sectors like photovoltaics and renewable energy, along with expectations of Federal Reserve rate cuts, are likely to support high silver prices in the medium to long term [7]