The market continues to rebound with reduced volume, continuously monitoring the rotational opportunities between the CSI Consumer 360 index and self-control.
Track the entire lifecycle of the main Sector.
China's Gold ETF is attracting an incredible amount of capital! In just 11 days, the capital inflow surpasses the entire first quarter, outpacing the USA.
According to the World Gold Council, in the first 11 days of April, the Inflow into Gold ETFs in China reached 29.1 tons, exceeding the total for the first quarter (23.5 tons), and surpassing the USA (27.8 tons).
This month, China's Gold ETF Hold Positions increased by over 29 tons, surpassing the total Inflow for Q1.
On Monday, Reed, the senior market strategist of the World Gold Council, stated on Social Media that in the first 11 days of April, the Hold Positions in the China Gold ETF increased by 29.1 tons. In comparison, the Inflow for the first quarter was 23.5 tons.
Zijin Mining Group: In the first quarter of 2025, performance surged by 63%, with strong gold and copper production driving a profit explosion.
Zijin Mining Group's performance in the first quarter of 2025 surged by 63%, with strong growth in gold and copper production driving profit growth. Core highlights include bright financial performance: revenue reached 78.928 billion yuan, a year-on-year increase of 5.55%, with the net income attributable to shareholders increasing by 62.39% to 10.167 billion yuan. The mining company's gross margin stood at 59.94%. Production significantly improved: gold output rose by 13% year-on-year, and copper output increased by 9%, with major mines continuously releasing capacity. Profitability saw a substantial boost: rising metal prices combined with increased capacity pushed total profit up by 66.37% year-on-year and 32% quarter-on-quarter. Cash flow was abundant: cash from operating activities.
The Social Security Fund's annual report on Hold Positions has been revealed! A total of 52 new stocks entered the top ten circulating Shareholders list, with China Resources Double-Crane Pharmaceutical receiving the most Shareholding increases.
① With the continuous disclosure of the 2024 annual reports of listed companies, the Social Security Fund has newly entered the top ten circulating shareholders list of 52 individual stocks; ② Among them, China Resources Double-Crane Pharmaceutical has the highest number of new holdings by the Social Security Fund, reaching 3; ③ Attached is the list of A-shares where the number of newly added Institutions held by the Social Security Fund in the fourth quarter of 2024 ranks highest (attached table).
Jiangxi Copper achieved a record high in net profit last year. The trend of Industry consolidation may intensify. | Interpretations
① The company achieved its best annual performance since going public; ② The company stated that the trend of domestic Industry consolidation may intensify in 2025.