全球领先的新经济产业第三方数据挖掘与分析机构
关于“新黄浦”的报告
艾媒咨询 | 2025年中国黄金产业市场状况及标杆企业经营数据分析报告
2025年,在全球地缘波动加剧、金融不确定性上升与国家战略资源定位强化的背景下,中国黄金产业迎来历史性高景气周期,告别传统金价周期波动主导的运行模式,进入金价长牛、需求分化、政策规范、龙头集中的全新发展阶段。全球领先的新经济产业第三方数据挖掘和分析机构iiMedia Research(艾媒咨询)最新发布《2025年中国黄金产业市场状况及标杆企业经营数据分析报告》数据显示,2025年中国黄金投资需求激增,全年黄金ETF净流入超180吨,同比增长127%;实物金条、金币等投资类产品销量同比增长63%,金饰消费呈现“量减价增”特征。资本市场呈现显著分层格局,市值、营收、利润、资金流向等核心指标持续向头部集聚,其中,紫金矿业前三季度累计归母净利润高达378.64亿元,表现尤为突出。艾媒咨询分析师认为,当前中国黄金产业上游矿企与下游零售企业经营表现分化明显,具备资源储量、全球化布局与全产业链运营能力的企业正占据绝对优势。同时,税收新政落地实施与高质量发展政策持续推进等多重利好因素,加速推动中国黄金市场低效主体出清,倒逼产业结构优化升级,向战略化、集约化、高端化、金融化方向稳步迈进。
In 2025, against the backdrop of escalating global geopolitical volatility, rising financial uncertainty, and the strengthened positioning of gold as a national strategic resource, China's gold industry ushered in a historic high-boom cycle, bidding farewell to the traditional operation mode dominated by cyclical fluctuations in gold prices and entering a new development phase characterized by a long-term bull market in gold prices, differentiated demand, standardized policies, and concentrated leading enterprises. Data from the latest Analysis Report on the Market Situation of China's Gold Industry in 2025 and Data on the Operations of Leading Enterprises released by iiMedia Research, a world-leading third-party data mining and analysis institution in the new economic industry, shows that China's gold investment demand surged in 2025: the annual net inflow of gold ETFs exceeded 180 tons, a year-on-year increase of 127%; the sales volume of investment-oriented products such as physical gold bars and gold coins rose by 63% year-on-year, while gold jewelry consumption showed the characteristic of "decreased volume but increased price". The capital market presented a distinct stratification pattern, with core indicators such as market value, operating income, profits, and capital flow continuing to gather towards leading enterprises. Among them, Zijin Mining's cumulative net profit attributable to parent company in the first three quarters reached as high as 37.864 billion yuan, delivering an especially outstanding performance.Analysts from iiMedia Research believe that in the current China's gold industry, there is a clear differentiation in the operating performance between upstream mining enterprises and downstream retail enterprises, and enterprises with resource reserves, global layout and full industrial chain operation capabilities are seizing an absolute advantage. At the same time, multiple positive factors such as the implementation of new tax policies and the continuous advancement of high-quality development policies have accelerated the clearance of inefficient entities in China's gold market, forced the optimization and upgrading of the industrial structure, and promoted its steady progress towards strategization, intensification, high-endization and financialization.
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