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The situation in the Middle East has triggered risk-averse sentiment! The Aerospace ETF (159227), with a 'defense industry concentration of 98.8%,' surged by 4.5%, while the Huaxia Gold ETF (518850), which has the lowest fees, rose by 3%.
Gelonghui, March 2nd | The comprehensive outbreak of conflict among the US, Israel, and Iran has spurred a sharp rise in risk aversion, driving strong gains in gold and aerospace-military stocks. This led to a surge of 4.55% in the Aerospace ETF (159227), a 3% increase in the Huaxia Gold ETF (518850), and a 1.63% rise in the Gold Stocks ETF (159562). On the news front: ① On February 28th, the US and Israel launched military strikes against Iran, resulting in the death of Iran's Supreme Leader, Khamenei. In response, Iran immediately announced the closure of the Strait of Hormuz and launched attacks on multiple US military bases and other targets in the Middle East. The UK, France, and Germany issued a joint statement indicating that they might take "necessary
A-share Market Movement | Middle East “Powder Keg” Ignites! Gold Price Rises to $5,393, Related Concept Stocks Surge Collectively
Gelonghui, March 2 | The comprehensive outbreak of conflict among the US, Israel, and Iran has driven a surge in international gold prices, which in turn spurred a collective rise in gold concept stocks in the A-share market. Among them, Xiaocheng Technology surged over 10%, Hunan Gold rose more than 7%, Sichuan Gold, Hunan Silver, China Gold, and Feinan Resources climbed over 5%, China Ruilin and Baiyin Nonferrous increased by over 4%, while Zhaotai Gold, Shandong Gold, Western Gold, TBEA, and GaoNeng Environment grew by more than 3%. In terms of news, on February 28, the US and Israel jointly launched a large-scale attack on Iran. In response, Iran immediately announced the closure of the Strait of Hormuz and retaliated by striking multiple US military bases and other targets in the Middle East. Iran's Supreme Leader...
The rise in gold and silver prices has stimulated the performance of gold concept stocks, with Baiyin Colored Metals and Hunan Baiyin nearing their price limit.
Gelonghui, February 24th | The gold concept stocks in the A-share market performed strongly. Among them, Xiaocheng Technology surged over 12%, Hebang Biology hit a 10CM涨停 (price limit up), Baiyin Nonferrous Metals and Hunan Baiyin approached the涨停 (price limit up). Sichuan Gold and Shengda Resources rose over 8%, Yuguang Gold-Lead climbed over 7%, while Hainan Mining, Zhaojin Gold, Feinan Resources, Guocheng Mining, and China Gold increased over 6%. Western Gold, Zhuzhou Smelter Group, Tongling Nonferrous Metals, Gao Energy Environment, Chifeng Gold, and Hunan Gold also gained over 5%. In terms of news, prices for gold and silver have recently strengthened, with spot gold rising to USD 5,249.97, marking a new high since January 30th, and spot silver once exceeding USD 90.
On the first trading day of the Year of the Horse for China's A-share market, non-ferrous metals led the rally! The benchmark index of Tianhong Non-Ferrous Metals ETF (159157) surged over 3%, with a net inflow of more than 1.052 billion yuan in the past t
Gelonghui, February 24 | The A-share market ushered in the first trading day of the Year of the Horse, with the three major indices collectively opening higher. In terms of sector performance, non-ferrous metals led the gains, with Baiyin Nonferrous Metals surging over 9%, Xingye Yinxin and Tongling Nonferrous Metals rising more than 6%, driving the underlying index of Tianhong Nonferrous Metals ETF (159157) to soar by 3.15%. The Tianhong Nonferrous Metals ETF (159157) has continued to see net inflows of capital, with a total of 1.052 billion yuan in net inflows over the past 10 days. Its underlying index fully covers sectors such as copper, aluminum, gold, and rare earths, encompassing precious metals (safe-haven), strategic metals (growth), industrial metals (recovery), and other segments across different economic cycles, offering full exposure.
Baiyin Nonferrous Metals (601212.SH): Proposed Election of Wang Bin as Director of the Fifth Board of Directors
Gelonghui, February 13th: Baiyin Nonferrous Metals (601212.SH) announced that on February 13, 2026, the company held the thirty-second meeting of the fifth board of directors. The meeting reviewed and approved the 'Proposal on the Election of Directors,' which will be submitted to the shareholders' meeting for further deliberation. According to the provisions of the 'Company Law' and the 'Articles of Association,' it is proposed to elect Mr. Wang Bin as a director of the fifth board of directors. His term will commence from the date of approval by the shareholders' meeting until the expiration of the fifth board of directors.
A-share market receives new inflows! MSCI includes 33 additional Chinese stocks, with foreign investors collectively optimistic.
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