智通财经APP获悉,赤峰黄金(06693)盘中涨超8%,高见17.5港元再创新高,较招股价13.72港元已涨超27%。截至发稿,涨7.05%,报17.3港元,成交额4.12亿港元。
消息方面,特朗普宣布实施对等关税,国际金价持续走强。6月期金一度突破3200美元。中信建投此前发布研报表示,金价偏复杂,关键在于未来避险属性走势:若关税博弈温和收敛,黄金避险需求降温;若关税博弈加剧,黄金避险属性抬升,金价仍有上涨驱动力。
此外,赤峰黄金近期发布年度业绩,全年实现营业收入90.3 亿元,同比增长25%。归母净利17.6 亿元,同比增长119.5%。民生证券指出,公司业绩超预期。国信证券则指出,考虑到公司坚定国际化发展步伐,黄金产量有望持续增长,生产成本存在下降空间,对金价享有较高的利润弹性。
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