Main listed companies in the gold industry: At present, the listed companies in the domestic gold industry mainly include Zhongrun Resources (000506. SZ), Yintai Gold (000975. SZ), Hunan Gold (002 155. SZ), Hengbang (002237. SZ) and Cuihua Jewelry (0027365438+). Admiralty gold (600489. SH), Shandong Gold (600547. SH), Jinan High-tech (600807. SH), Chifeng Gold (600988. SH), western gold (60 1069. SH) and Zijin Mining (60 1898).
The core data of this paper: China gold production, China gold sales and gold price trend.
202 1, gold production further decreased.
Gold is a special precious metal with dual attributes of commodity and finance. The demand for gold is mainly divided into two categories: commodity manufacturing consumption and market investment demand. With the development of China gold market, China has formed a multi-level, multi-form and multi-functional market demand system for gold processing and manufacturing, wholesale and retail, lease financing, asset allocation, investment and trade. According to the data of China's gold production, China's gold production began to enter the landslide channel from 20 16. In 202 1 year, China * * * produced 443.6 tons of gold, down 7.5% year-on-year. Among them, the domestic supply of gold raw materials is tightening, and domestic raw materials produce 329 tons of gold, down10% year-on-year; Imported raw materials were used to produce gold 1 14.6 tons, a year-on-year increase of 0.4%.
Gold consumption rebounded sharply at 202 1.
Judging from the demand for gold consumption in China, the consumption of gold in China fluctuated. In 20 18, the national gold consumption reached 1 15 1.43 tons, a record high in recent years. In the following two years, the demand for gold consumption in China declined. In 2020, affected by the epidemic, the annual gold consumption demand further dropped to 82 1 ton, the lowest value in recent years. In 20021a year, the gold consumption in China was 1 12 1 ton, up 36.5% year-on-year, and has rebounded to a high of 20 18 years.
Among them, the consumption of gold jewelry was 7 1 1.3 tons, up 45% year-on-year; The consumption of gold bars and coins was 3 12.9 tons, a year-on-year increase of 26.9%; Consumption in industry and other fields was 96.8 tons, up 15.4% year-on-year.
In the long run, the price of gold is expected to continue to rise.
Judging from the trend of gold price, the global gold price has fluctuated since 20 15.
The growth trend, especially since the second half of 20 19, the global gold price has entered an upward channel, reaching a high of nearly 2 100 USD per ounce by the end of 2020. At present, the price of gold fluctuates at a high level, but it is expected that the price of gold will maintain a long-term growth trend in the future when supply decreases and demand continues to grow.
The above data comes from the Analysis Report on Market Foresight and Investment Strategic Planning of China Gold Industry by Forward-looking Industry Research Institute.