证券代码：600988 证券简称：赤峰黄金 公告编号：2026-005 赤峰吉隆黄金矿业股份有限公司 第三期员工持股计划锁定期届满的提示性公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： | 第三期员工持股计划草 | | 披露时间：2024 年 31 日 | 12 | 月 | | --- | --- | --- | --- | --- | | 案披露时间及公告名称 | | 公告名称：《赤峰黄金第三期员工持股计划（草案）》 | | | | 锁定期届满日期 | | 年 月 日 2026 2 24 | | | | 可解锁股票数量及占公 | | 股，占公司 股 锁定期锁定股票数量：15,182,600 A | | | | 司 A | 股总股本比例 | 总股本比例：0.9125%，占公司总股本比例：0.7989% | | | 赤峰吉隆黄金矿业股份有限公司（以下简称"公司"）于 2024 年 12 月 30 日 召开第八届董事会第三十三次会议、第七届监事会第二十四次会议，2025 年 1 月 15 日召开 2025 年 ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300139 | 晓程科技 | 1 | 12.91 | 177亿 | 112.29 | | 603077 | 和邦生物 | 1 | 10.08 | 231亿 | 15.93 | | 601212 | 日银有色 | 1 | 9.93 | 771亿 | 77.95 | | 002716 | 湖南白银 | 1 | 9.65 | 423亿 | 116.76 | | 001337 | 四川黄金 | | 8.38 | 210亿 | 79.11 | | 000603 | 盛达资源 | 1 | 8.21 | 337亿 | 57.98 | | 600531 | 豫光金铅 | 1 | 7.58 | 211亿 | 48.60 | | 601969 | 母国外业 | 1 | 6.88 | 236亿 | -0.59 | | 000506 | 招我黄金 | | 6.87 | 191亿 | 57.20 | | 301500 | 飞南资源 | | 6.77 | 115亿 | 30.59 ...

贵金属概念快速拉升，晓程科技涨超13%，湖南白银涨停，四川黄金涨超9%，招金黄金涨超7%，西部 黄金涨超6%，湖南黄金、赤峰黄金、中金黄金涨超5%，恒邦股份、山金黄金、山东黄金涨超4%。消息 面上，早盘现货黄金向上突破5200美元/盎司，为1月30日以来首次，日内涨近2%。此外，上期所沪银 主力合约一度涨13%，报22366元/千克。 宏源期货分析指出，美国部分经济与就业数据表现良好，部分美联储官员担忧通胀反弹，使美联储降息 预期时点推迟至7月；美国持续威胁军事打击伊朗以促其在核问题谈判中妥协，美乌与俄罗斯之间和平 协议谈判取得部分进展且开始触及领土问题，地缘政治风险此起彼伏引发避险需求；美国最高法院裁定 特朗普政府部分关税措施违法，但随后特朗普政府依据其他法律条款推出新的关税措施，引发美国对外 贸易政策不确定性担忧；候任美联储主席凯文·沃什或降息易缩表难，财政部长贝森特表示美联储或不 会迅速缩表，叠加多国央行持续购买黄金，中长期或支撑贵金属价格。 光大期货分析称，春节期间，外盘贵金属行情可分为两个阶段。上半场，市场沉浸在对美联储政策转向 的重新定价之中。美国1月非农就业数据的意外强劲与CPI数据显示的通胀粘 ...

扬子晚报网2月24日讯（记者 范晓林）今天是马年首个交易日，A股沪指高开1.15%，深成指高开1.52%，创业板指高开1.70%，贵金属、油气、算力等板 块指数涨幅居前。 趋势顶底 分时 | 页展 09:38 4 暗盘资金 涨停揭秘 开盘后，贵金属概念快速拉升，晓程科技涨超13%，湖南白银逼近涨停，四川黄金、湖南黄金、盛达资源、兴业银锡、招金黄金、赤峰黄金跟涨。消息面 上，现货黄金向上触及5200美元/盎司，为1月30日以来首次，日内涨近2%。此外，上期所沪银主力合约一度涨13%，报22366元/千克。 .Il 5G C 贵金属 6082.57 +369.21 +6.46% | 成分股 | 资金 | 分析 | 资讯 | 基金 盘口 | | | --- | --- | --- | --- | --- | --- | | 设置 ◎ 分析 ○ | | | 最新 ◆ | 幅度 ◆ | 流通市值 ◆ | | 晓程科技 | | | 64.19 | 12.46% | 149.99亿 | | 300139 | | | | | | | 湖南白银 | | | 15.05 | 10.01% | 349.89亿 | | 002716 ...

Group 1 - The Hang Seng Index closed up by 2.53% [1] - The Hang Seng Tech Index increased by 3.34% [1] - Gold stocks performed well, with Chifeng Jilong Gold Mining rising approximately 8% and Zijin Mining International increasing by about 7% [1] Group 2 - Technology stocks and automotive stocks also saw gains, with Meituan rising around 5% and NIO increasing by approximately 6% [1] - However, large model stocks experienced declines, with MINIMAX dropping about 13% and Zhipu AI falling approximately 23% [1]

金银现货和期货价格出现上涨，金价已站上5100美元。 东莞证券2026年2月14日发布的有色金属行业双周报提到，短期黄金市场多空博弈加剧，需等待金价继 续企稳，中长期美元信用逐步弱化，叠加2026年美联储降息仍有预期，黄金配置价值有望进一步提升。 五矿证券2026年2月13日发布的2026年有色金属趋势展望指出，2025年贵金属涨幅居前，COMEX黄金 白银分别上涨81%、178%。东方证券2026年2月13日发布的A股风格及行业配置周报提到，流动性冲击 消化后，有色回归基本面定价，贵金属长期配置逻辑并未改变，近一周铜铝库存基本持稳，但累库幅度 放缓，铜铝等工业品现实转强或可期待，在宏观利好释出且供给扰动增加背景下，供需格局改善的品种 有望继续表现。光大证券2026年2月12日发布的2026年2月五维行业比较观点显示，有色金属行业在五维 行业比较框架下得分较高。国元证券2026年2月发布的有色金属行业双周报提到，截至2月6日， COMEX黄金近2周出现上涨。 产业链及企业梳理 赤峰黄金：聚焦黄金采选业务，通过旗下矿山开展黄金矿石开采与选矿加工，产出合质金等产品对外销 售，当前金银现货和期货价格出现上涨，金价已 ...

Group 1 - The core point of the article is that the recent US Supreme Court ruling on the $175 billion tariff refund has significant implications for both China and the A-share market, despite the refund being an internal US matter [2][6][28] - The $175 billion in tariffs was primarily collected from imports, including a 10% tariff on Chinese goods, and is now being refunded to US importers [8][10] - The refund will indirectly benefit Chinese companies as US importers, who have been financially strained by tariffs, will use the refunded money to pay off debts to Chinese suppliers and resume orders [12][14][28] Group 2 - The immediate impact on the A-share market is expected to be positive, with a potential "opening red" for A-shares as market sentiment improves following the ruling [40][46] - The ruling is seen as a signal that the previous high tariffs on Chinese goods may not be a permanent state, which could lead to a more favorable environment for Chinese exports [20][48] - Structural opportunities in the A-share market are identified, focusing on five main lines: export-oriented sectors, domestic substitution, strategic resources, domestic consumption, and new energy [51][62][88] Group 3 - Export-oriented sectors, particularly those with high exposure to the US market, are expected to benefit directly from the tariff refunds, with companies like Midea Group and Haier expected to see improved performance [52][72][73] - Domestic substitution and self-sufficiency in sectors like semiconductors and military equipment are highlighted as long-term strategic focuses, with companies like SMIC and AVIC Shenyang Aircraft being key players [53][78][86] - Strategic resources such as rare earths and gold are also expected to see price support due to ongoing global supply chain disruptions, benefiting companies like Northern Rare Earth and Shandong Gold [56][87]

2025年业绩预告发布：公司于2026年1月5日发布预告，预计2025年归母净利润30亿至32亿元，同比增长 70%-81%，主因黄金产量约14.4吨及销售价格同比上升约49%。最终经审计数据计划于2026年3月31日 前公布。 三季度业绩高增长：2025年三季报显示，前三季度归母净利润20.58亿元，同比增长86.21%，第三季度 单季净利润同比增140.98%。 经济观察网 根据公开信息，赤峰黄金（600988）近期有以下事件值得关注，主要涉及股价波动、业绩 发布和公司发展动态。以下内容基于截至2026年2月的公开资料整理，具体数据请以官方公告为准。 股票近期走势 国际金价回调影响股价：2026年2月13日，赤峰黄金股价收于37.30元，当日下跌2.48%，部分受现货黄 金单日下跌3.26%至4918.36美元/盎司的拖累，这与美股大跌引发的算法交易平仓有关。 主力资金持续流出：2026年2月9日，主力资金净流出1.83亿元，占总成交额7.05%，连续多日净流出反 映短期避险情绪升温。 异常波动公告：2026年1月28日，公司发布公告称股票连续三个交易日涨幅偏离值累计超20%，属于异 常波动，但无应披露未 ...

2026年1月份，我国新能源重卡整体销量同比大涨127%，收获"开门红"。作为新能源重卡市场占比最高的细分领域，新能源牵引车在 2026年的首月表现又如何呢？ 新能源牵引车1月实销1.05万辆 ，同比大增114% 根据第一商用车网最新掌握的终端销量数据（注：本文数据来源为交强险实销口径，不含出口和军车，下同），2026年1月份，国内新 能源重卡销售1.61万辆，环比去年12月下降65%，同比增长127%，其中 新能源牵引车销售1.05万辆，环比下降70%，同比增长 114%。与新能源重卡市场整体走势相同，新能源牵引车市场在2026年1月份也交出环比降、同比增的成绩单。 第一商用车网分析认 为，1月份新能源重卡以及新能源牵引车终端销量能实现同比翻倍，有两方面原因。一方面，国内重卡的电动化已是大势所趋；另一方 面，有部分新车在去年年底完税（2026年1月1日起新能源汽车购置税从减免变减半），1月份再上保险和上牌，因此在很大程度上推高 了1月份新能源销量。 2026年1月份，新能源牵引车在新能源重卡市场占到65.39%的份额，较其2025年全年76.36%的占比低了超10个百分点，与去年1月 份（69.13%）相比 ...

Core Viewpoint - The recent decline in Chifeng Gold's stock price is primarily attributed to significant fluctuations in international gold prices and the outflow of leveraged funds, despite the company's strong fundamental performance and growth prospects [2][3][4]. Group 1: Stock Performance - As of February 13, 2026, Chifeng Gold's stock closed at 37.30 yuan, down 2.48%, with a trading volume of 1.852 billion yuan and a turnover rate of 2.95% [1]. - Over the past five trading days, the stock has increased by 0.78%, but it has risen by 15.48% over the last twenty trading days, while the precious metals sector has declined by 2.63% and the Shanghai Composite Index has fallen by 1.26% [1]. - The stock experienced a trading range on February 13, with a high of 38.23 yuan and a low of 37.25 yuan, resulting in a volatility of 2.56% [1]. Group 2: Market Influences - On February 12, 2026 (Eastern Time), spot gold prices fell by 3.26% to $4918.36 per ounce, while silver plummeted by 10.89%, driven by algorithmic trading and forced liquidation by investors to meet liquidity needs [2]. - As of February 13, 2026, Chifeng Gold's financing balance has decreased for five consecutive days, totaling a reduction of 210 million yuan, a decline of 9.71%, indicating heightened risk aversion among leveraged investors [2]. - The stock price fell below the 20-day moving average of 39.25 yuan on February 13, with the MACD histogram dropping to -1.266 and the KDJ indicator J line at 48.39, suggesting weak short-term technical indicators [2]. Group 3: Company Fundamentals - Chifeng Gold reported a 140.98% year-on-year increase in net profit attributable to shareholders for the third quarter of 2025, with a total net profit of 2.058 billion yuan for the first three quarters, reflecting an 86.21% increase [3]. - The company's revenue grew by 38.91% year-on-year, benefiting from rising gold prices [3]. - Long-term outlook remains positive, with institutions like BNP Paribas citing geopolitical risks, central bank gold purchases, and de-dollarization trends as supportive of long-term gold price increases, with some target prices reaching $6000 per ounce [3]. - Financial structure has improved, with cash and cash equivalents rising to 4.995 billion yuan and total liabilities decreasing to 7.946 billion yuan by the end of the third quarter of 2025, alongside a net cash flow from operating activities of 3.036 billion yuan, up 51.54% year-on-year [3]. Group 4: Event Impact - The recent stock price decline is mainly influenced by short-term external market volatility and funding behaviors, characterized as a "risk-off" scenario driven by algorithmic trading sell-offs [4]. - Domestic gold stocks closely follow international gold price movements, with the Shanghai Gold Exchange's Au(T+D) reaching a high of 1136.5 yuan per gram on February 13, before retreating alongside international market corrections [4].