异动解读 | 赤峰黄金盘中大跌5.27%,金价创新高后或迎调整

异动解读
Sep 10

9月10日盘中,赤峰黄金(600988)股价大跌5.27%,引发市场关注。这一下跌似乎与近期金价持续走高形成鲜明对比。

近期国际金价不断刷新历史新高,伦敦现货黄金价格突破每盎司3650美元。然而,赤峰黄金股价却未能同步上涨。分析人士指出,在金价创下历史新高后,市场可能出现获利回吐,导致黄金股出现调整。此外,赤峰黄金上半年产金量同比下降10.6%,尽管公司维持全年产量指引,但投资者对其实现能力可能存在疑虑。

尽管如此,赤峰黄金2025年上半年业绩表现亮眼,营收同比增长25.64%,净利润增长55.79%。公司管理层表示,下半年将努力追赶产量,目标第三季度产量4吨,第四季度5吨。随着美联储降息预期升温、地缘政治风险持续,黄金的避险需求或将继续支撑金价,赤峰黄金长期发展前景仍值得关注。

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