Guotai CSI SH-SZ-HK Gold Industry Equity ETF

BlackRock Reduces Stake in Shandong Gold from 6.39% to 5.46%

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Schroders increases stake in Shandong Gold by 2.6 million shares to 5.03%

Zijin Mining to Hold Annual General Meeting on June 5, Proposes Dividend of 3.8 CNY per 10 Shares

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CGA Mining's Affiliated Company Suffers Accident, 3 Dead, 2 Injured, Mines Cease Operations

Zijin Mining Reports Significant Q1 2026 Growth

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Zijin Gold International to Hold Annual General Meeting to Review Financial Statements and Various Resolutions

Shandong Gold's Performance Growth and Project Promotion for Future Growth

T. Rowe Price Increases Stake in Cifer Gold

UBS Maintains Buy Rating on Zijin Gold International with Target Price of HKD 283

Shandong Gold Released 2025 Sustainability Report, Invested Over 1.2 Billion

SD GOLD released FY2026 Q1 earnings on April 29 After-Market (BJT), actual revenue HKD 36.86 B, actual EPS HKD 0.3287

Shandong Gold Net Profit Growth of 40.87% in Q1 2026

SD-GOLD released FY2026 Q1 earnings on April 29 After-Market (BJT), actual revenue CNY 32.52 B, actual EPS CNY 0.29 (forecast EPS CNY 0.42)

Zijin Mining Plans to Expand Peru's La Arena Mine

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CICC Maintains Buy Rating on Zhaogold Mining with Price Target of HKD 33.45

517400

On April 15th, the gold stock sector rebounded, with the Guotai Gold Stock ETF (517400) rising over 2% during the session. Ping An Securities pointed out that the escalating geopolitical situation in the Middle East has led to an increase in overseas stagflation expectations, deepening U.S. fiscal issues and weakening the credit status of the U.S. dollar. The medium to long-term pricing framework for gold remains unchanged, and they continue to be optimistic about the medium to long-term trend of gold. Historical experience shows that deep corrections during a gold bull market are a window period for medium to long-term allocation, and investors should pay attention to related products. Risk warning: Individual stock analysis does not constitute investment advice, and investment should be approached with caution

腾讯新闻 - 财经

ETFS Capital Ltd.

Guotai Gold ETF

The gold stock sector rebounded, with the Guotai Gold Stock ETF (517400) rising over 2% during the session, as geopolitical disturbances do not change the long-term positive outlook

GDXW

SGDJ

GDXY

SGOL

SGDM

GLDM

600547

GDXJ

601899

NUGT

On April 9th, after a significant rise, the gold stock sector experienced a correction, with the Guotai Gold ETF (517400) falling over 2%. Relevant institutions indicated that gold is gradually returning to the main themes of safe-haven and inflation resistance, with central bank purchases providing structural support. The People's Bank of China has increased its gold holdings for 17 consecutive months, and global central banks maintained net purchases in March. The medium to long-term allocation logic for gold has strengthened, and investors can consider buying on dips, focusing on the Guotai Gold ETF (518800) and the Guotai Gold Stock ETF (517400). Risk warning: Individual stock analysis does not constitute investment advice; investment should be approached with caution

iShares Gold Trust

Roundhill Gold Miners Weeklypay ETF

GLOBAL X Gold Explorers

iShares MSCI Global Gold Miners

Sprott JR Gold Miners ETF

Agnico Eagle Mines

Kinross Gold

Microsectors Gold Miners 3x Leveraged ETN

EFUND GOLD MI-R

YieldMax Gold Miners Opt Inc Strgy ETF

SPDR Gold Shares

Pro Ultr GLD

Abrdn Gold ETF Trust

EFUND GOLD MI ETF

Direxion Daily Jr Gold Miners Bull 2X

Sprott GLD Miners Etf

EFUND GOLD MI-U

SPDR Gold Minishares

SD-GOLD

Us Gbl GLD & Met

ChinaAMC Gold ETF

VanEck Junior Gold Miners ETF

VanEck Gold Miners ETF

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

Newmont

ZHONGJIN GOLD

Zijin Mining

Direxion Daily Gold Miners Bull 2X

After a significant rise in the gold stock sector, a correction has occurred, with the Guotai Gold ETF (517400) dropping over 2%. The medium to long-term allocation logic has been strengthened, and the correction may present a layout opportunity

On April 8th, the short-term cooling of the Middle East conflict led to a strong performance in the gold stock sector, with the Guotai Gold ETF (517400) rising nearly 8%. The main driving factors include the easing of geopolitical tensions, liquidity recovery, rising expectations for interest rate cuts, and structural support from central bank gold purchases. Market expectations for a Federal Reserve interest rate cut have intensified, and global central banks continue to increase their gold holdings, providing a solid bottom for gold prices. In the short term, the market is still focused on the progress of US-Iran negotiations, with high volatility in gold prices, but the medium to long-term allocation logic is further strengthened

Gold.com

The Middle East conflict has temporarily cooled down, leading to a strong performance in the gold stock sector, with the Guotai Gold Stock ETF (517400) surging nearly 8%

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As of the end of the first quarter, the total market ETF size was approximately 4.99 trillion yuan, a decrease of about 1.03 trillion yuan compared to the end of last year. Despite the overall performance being dragged down by broad-based varieties, companies such as HFT Investment Management, Guotai Fund, and MaxWealth Fund achieved counter-cyclical growth, with increases of over 30 billion yuan, 16 billion yuan, and 14 billion yuan, respectively. Thematic ETFs such as power grid equipment, short-term bonds, gold, and satellite communication became the main directions for capital inflow, indicating that investors prefer to switch to segmented tracks and safe-haven assets

36Kr

MaxWealth CSI SH-SZ-HK Gold Industry Equity ETF

Van Eck Associates Corp.

GF Fund Hang Seng China A Power Grid Equipment ETF

ChinaAMC CSI Grid Equipment Thematic ETF

VanEck Vectors Junior Gold Miners UCITS ETF

VanEck Vectors Gold Miners UCITS ETF

MaxWealth CNI Commercial Satellite Communication Industry ETF

Guotai Hang Seng China A Power Grid Equipment ETF

In the first quarter, the total scale of ETFs evaporated by over one trillion, while some companies went against the trend to "attract capital."

The long-term logic for the rise in gold has been further strengthened. On April 2nd, the gold stock ETF Guotai (517400) corrected over 3%. Huayuan Securities pointed out that the core market logic for gold trading has shifted to a complex interplay of the Federal Reserve maintaining high interest rates, geopolitical risks in the Middle East, and Trump's trade policies. Although the situation in the Middle East and oil prices affect inflation expectations, the rising probability of a U.S. economic recession has reinforced the allocation value of gold as a safe-haven asset. The continuous purchasing of gold by global central banks provides support for gold prices, and gold remains in a favorable window in the medium to long term

The long-term logic for the rise in gold has been further strengthened, and the gold stock ETF Guotai (517400) has corrected over 3%, presenting a potential opportunity for positioning

As panic sentiment eases, the allocation value of the gold sector is gradually returning. The gold stock ETF Guotai (517400) has seen net inflows for three consecutive days. Although gold prices may continue to fluctuate in the short term due to multiple macro factors, in the medium to long term, factors such as fiscal deficits, geopolitical tensions, and monetary concerns will support gold demand. The market expects that the Federal Reserve's tightening policy space is limited, which may provide support for gold prices. Investors should carefully select products that match their risk tolerance

Panic sentiment eases, the allocation value of the gold sector gradually returns, and the gold stock ETF Guotai (517400) has seen net inflows for three consecutive days

The Huaan Gold Stocks ETF rose by 2.47%, and the Huaan Gold ETF rose by 0.46%. Gold prices fluctuated and strengthened, with the CSI SH-SZ-HK Gold Industry Equity Index rising by 2.65%. Founder Securities pointed out that although gold prices may fluctuate in the short term due to rising real interest rates and a strong dollar, the long-term support logic is clear, and gold prices are expected to fluctuate in the range of USD 4,750 to USD 5,500 per ounce. The management fees for the Huaan Gold ETF and the Huaan Gold Stocks ETF are the lowest among similar products, reducing investment costs

Ping An CSI SH-SZ-HK Gold Industry Equity ETF

Huaan Yifu Gold ETF

Huaan CSI SH-SZ-HK Gold Industry Equity ETF

Short-term fluctuations do not change the long-term strategic allocation value, the Huaan Gold Miners ETF rose by 2.47%, and the Huaan Gold ETF rose by 0.46%

Gold prices returned to $4,600, with London spot gold reaching $4,600/ounce at one point, currently reported at $4,564.84/ounce, a daily increase of 2.08%. Domestic gold jewelry prices have been raised, with the price per gram returning to 1,400 yuan. Gold concept stocks collectively rose in the A-share market. Despite the escalation of geopolitical risks, gold prices have recently seen a decline, with market analysis attributing this to macro factors such as weakened investor confidence in the Federal Reserve's interest rate cuts

Invesco Db Precious Metals ETF

ICBCCS CSI SH-SZ-HK Gold Industry Equity ETF

SPDR GOLD TRT

Soaring again! Gold prices return to $4,600, Wall Street: a pullback is a buying opportunity

As of March 13, 2026, the gold stock ETF fund is actively traded, with the latest quote at 2.02 yuan and an average daily transaction of 25.7432 million yuan. CITIC Futures and Dongfang Jincheng hold an optimistic view on the gold trend, believing that gold prices will rebound after fluctuations. Spot gold has risen to USD 5,128.32 per ounce, influenced by geopolitical conflicts in the Middle East and inflation concerns. The gold stock ETF fund closely tracks the CSI SH-SZ-HK Gold Industry Equity Index, with the top ten weighted stocks accounting for 61.77%. Investment should be cautious, as funds carry risks

Abrdn Precious Metals Basket ETF Trust

Gold stock ETF funds are actively traded, and institutions maintain an optimistic outlook on gold trends

Guotai CSI SH-SZ-HK Gold Industry Equity ETF(517400.SH)