智通财经APP获悉,万国黄金集团(03939)尾盘涨超8%,截至发稿,涨7.92%,报15.8港元,成交额6070.65万港元。
消息面上,近日金价重拾升势。4月9日,现货黄金日内大涨2%,现报3044.51美元/盎司。东吴期货指出,关税冲击下,投资者抛售黄金以弥补其他资产大跌带来的流动性危机,拖累黄金价格。但短期金价回调不影响黄金牛市逻辑,全球贸易摩擦加剧和地缘政治驱动下,预计金价中长期将维持上涨趋势。高盛分析师维持年底金价突破每盎司3300美元的预测;宏观经济风险、低投资者持仓、政府对等关税、新兴市场央行需求及黄金ETF资金流入将支撑金价。
民生证券指,截至24年底,金岭金矿资源量提升至232吨,未来或仍有进一步增储潜力。以20年左右的矿山生命周期来预估,未来金岭金矿年产量或能达到10吨以上,成长空间广阔。该行认为,公司未来成长空间广阔,随着公司采矿恢复正常,选矿逐步改善,当前产能爬坡预计提速,同时未来还有进一步扩产,叠加金价景气,看好公司后续黄金产量持续增长,迎来量价齐升。
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