智通财经APP获悉，万国黄金集团(03939)涨超13%，截至发稿，涨13.1%，报24.6港元，成交额1.64亿港元。
消息面上，万国黄金集团2024年实现收入人民币18.76亿元，同比增长42.6%；公司拥有人应占溢利增加71.6%至约人民币5.75亿元。收入增长主要由于来自金岭矿的销量增加。民生证券指出，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。
中信期货认为，短线来看，宏观数据与地缘风险博弈，金价震荡。本周美国将公布JOLTS职位空缺、个人消费支出（PCE）及非农就业等数据。尽管贸易乐观情绪主导短期市场，但地缘政治风险升温背景下，特朗普对俄乌问题的反复表态加剧不确定性，加之央行考虑增加黄金敞口（肯尼亚央行积极考虑增加黄金储备），或限制金价下行空间。市场普遍预期美联储可能在6月重启降息周期，美元上行空间受限，但美联储政策路径及美国宏观数据（如非农就业、PCE）仍将是关键变量。
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