金吾财讯 | 黄金股受压，招金矿业(01818)跌6.7%，珠峰黄金(01815)跌2.15%，潼关黄金(00340)、中国黄金国际(02099)、赤峰黄金(06693)跌逾1%。
2月5日，中国黄金协会发布数据显示，2025年，我国黄金消费量950.096吨，同比下降3.57%。其中：黄金首饰363.836吨，同比下降31.61%；金条及金币504.238吨，同比增长35.14%；工业及其他用金82.022吨，同比增长2.32%。2025年，国内黄金ETF全年增仓量为133.118吨，较2024年全年增仓量53.266吨增长149.91%。至12月底，国内黄金ETF持仓量为247.852吨。
华泰期货指出，目前市场风险情绪有所滋生，对于黄金投资的需求或略有增强，因此预计近期黄金价格或以震荡偏强格局为主；当下白银与黄金一同呈现价格回升的情况，但由于风险情绪的升温，预计同样维持震荡偏强格局。
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