黄金行业月度分析报告 - orangebank.com.cn · 北京银联信科技股份有限公司...

2016 9

http//www.unbank.info 1 01063368810

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2016 9 5

Beijing Unbank Technology Co.Ltd. www.unbank.info

2016 9


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2020 280............ 15

1-6......................... 15

6 2.6% 4.9% 15

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7 19% 7 ....... 17

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2016 7 ................................ 19

7 ................................. 19

7 ............................... 19

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12...................... 22

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3% 2020 500-550......... 24

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5.54 10.5.............. 28

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+............ 30

2016 9


1PMI....................................................4

2......................................................5

32016 7.....................................................7

42016 7.....................................................7

52016 7.................................................................9

62016 7...............................................10

72016 7...............................................11

82016 7...................................................................19

92016 6...................................................25

2016 9


12016749.9%

20166PMI50.0%0.1

20167PMI49.9%0.1

1PMI

PMI 51.2%0.2

PMI 48.9%46.9%0.20.5

PMI 5

52.1%0.4

2016 9


50.4%0.1

48.2%0.3

47.3%0.3

50.5%0.2

22016753.9%

20167,53.9%,0.2,

,,

2

,52.6%,0.4,

,,

,

,

2016 9


61.1%,0.9,,

49.9%,0.9,,

,48.7%,0.7

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,,

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50.7%,1.8

59.5%,0.9,

201670.2%1.7%

0.3%2.6%1-7

3.6%4.5%

2016 9


320167

%

420167

1.

2.3%

1.75.6%

4.5%1.2%

00.2%1.1%

0.6%1.4%

2016 9


7-1.7%

-2.71.0

6.2%

3.6%2.8%

2.5%2.2%

2.

0.3%

0.21.0%

0.4%0.1%

0.2%0.1%

0.3%

1.7%

0.7%0.4%

0.3%

201671.8%

1.8%1.5%3.3%1.4%

1.4%2.3%

70.2%0.3%

0.2%0.3%0.1%

0.6%

2016 9


520167

%

1.

72.8% CPI 0.83

11.3% CPI 0.51

16.1% CPI 0.42

5.8%0.5%0.4% CPI 0.12

4.3%2.0% CPI0.11

7

4.4%

4.3%1.6%1.6%1.4%0.6%1.6%

2016 9


620167

%

2.

70.1% CPI 0.03

1.3% CPI 0.07

2.1% CPI 0.061.9% CPI

0.031.5% CPI 0.01

3.8% CPI 0.080.6% CPI

0.01

7

1.4%1.0%0.7%

0.1%0.1%0.4%

2016 9


720167

%

7147703.3%

77509.8%[]1.5%

70203%5.4%

127213.5%

7

1419380.6%1991

5.942

97.9%

10.9%

23.8%18.8%7.5%

2016 9


28104.3%

12.6%

3448914.1%

2015

56

47657.2%

510715.3%221

2.5%

680316.6%

26.4%

73215.8%

819615.5%1.6

920745.3%128

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1230617.4%

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1720492%

1-71002846.5%

449144.4%2%

553708.3%10.5%

849577.8%

2016 9


2

7127680.3%

21897.4%

48.1%105792%

1-710193313%

151594.8%

8677414.6%

1481612.1%

27655.7%13408.3%

1319112.6%7915

20%1089831.3%8879

11.7%293310.2%3439

32.9%273237.8%

3

1

1-7219689.4%

22882.6%

1968010.3%17288

12.1%

2

1-7199172.7%

95217.1%

189653.9%

166943.7%

1.10.2%25.4%

2016 9


7(M2)149.16,10.2%

1.63.1(M1)44.29,

25.4%0.818.8

(M0)6.33,7.2%457

2.463652

7107.1411.6%

101.9512.9%1.4

2.646361.01

4575197

477326

20111514276

55779916.8%

52

3.5071107

7151.049.5%

146.759.5%1.43.9

50711.66

224230624882

46366454

0.8%107

4.72.12%

2.09%

2016 9


2020280

25%270/1980

Research 2020

10002802.7%1.1

31183.2%

Endeavour

Mining Hounde Goldcorp Teck

Corridor TorexGold

Resources El-Limon-Guajes 2020

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BMI 2015

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1-6

20161-6115.45113.08

20161-691.0988.02

1-6493.55548.8

62.6%4.9%

86

2.6%4.9%

2016 9


53.3%1.2%

62.5%4.0%5

3.9%4.4%

719212

37%

755.5

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7

ETF

7 ETF 55(822) ETF 2.9

1064

1144.620151041.7

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6562015723

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20161050201591015%

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2016 9


1064.92009

20162009

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1900

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2016 9


724620%

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72.974%

2016 9


20167

7

20167

711336.7/7291349/

0.92%761364.9/

7201318.8/

820167

/

7

(FED)

(FOMC) 270.25%-0.50%

9

2016 9


3291349/

261320.7/2.14%

(WGC)7

1808.32.1%1481.4

14.9%

GFMS 3%

1415

18

(THAAD,)

87

COMEX 12

1345.8/11.8/

Au1612287.3/289.5/

286.3/286.7/2.4/

2016 9


20174

2

COMEX

K

2016 9


12

2620162015

11563.4612

10

3.1

30%

20151720

121949

2015516

9986

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116.3

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8.362.73

GFMS

2016

2

201119231100

43%

2016 9


2014

3167.2%

2015201513389

201512566667.2%

20158

8133.573.7%

4

WGC2013

8974.7420132012

10

68.58%

5442010

111

20112014208061

331.8

5

2000

6

10

82.94%

2016 9


8319527

10448

1011

10

45.65%1032

2015723.1612.86%

57.47

2010150

922554

4

2013

3% 2020500-550

2016-20203%2020

500-550

25002011-201520%

2015

105007%

2015450.053

0.39%985.903.66%

2016 9


920166

1 United States

8133.5 75.3%

2 Germany

3381.0 69.3%

3 IMF

2814.0 ---

4 Italy

2451.8 68.6%

5 France

2435.7 64.5%

6 China

1808.3 2.3%

7 Russia

1476.6 15.6%

8 Switzerland

1040.0 6.7%

9 Japan

765.2 2.5%

10 Netherlands

612.5 62.3%

11 India

557.8 6.3%

12 ECB

504.8 27.2%

13 Turkey6

481.9 17.2%

14 Taiwan

422.7 3.9%

15 Portugal

382.5 71.2%

16 Saudi Arabia

322.9 2.2%

17 United Kingdom

310.3 9.0%

18 Lebanon 286.8 23.5%

2016 9


19 Spain

281.6 20.5%

20 Austria

280.0 44.2%

21 Kazakhstan

231.6 32.2%

22 Venezuela

230.1 66.8%

23 Belgium

227.4 37.3%

24 Philippines

195.9 9.7%

25 Algeria

173.6 4.7%

26 Thailand

152.4 3.4%

27 Singapore

127.4 2.1%

28 Sweden

125.7 8.5%

29 South Africa

125.2 11.0%

30 Mexico

121.2 2.8%

31 Libya

116.6 6.1%

32 Greece

112.7 59.9%

33 BIS

108.0 ---

34 Korea

104.4 1.2%

35 Romania

103.7 10.7%

36 Poland

102.9 4.1%

37 Iraq

89.8 6.8%

38 Australia

79.9 6.6%

39 Kuwait

79.0 9.0%

40 Indonesia

78.1 3.0%

41 Egypt

75.6 19.4%

2016 9


42 Brazil

67.2 0.8%

43 Denmark

66.5 4.3%

44 Pakistan

64.5 13.3%

45 Argentina

61.7 7.4%

46 Finland

49.1 19.3%

47 Bolivia

42.5 14.3%

48 Belarus4

40.5 39.6%

49 Bulgaria

40.3 6.8%

50 Jordan

40.1 10.3%

2016 9


2015 200

95 47.5%76.7%11.5

50%50%

2016 7

2015 11.5 /4.2%

2016

1

8 24

(1#)4.55 /3.45 /1.1 /

31.9%

5.54 10.5

8292016248.23

26.10%5.541051.76%

14.23.65%

2016 9


1.

2.

2016 9


+

2016 9


50%

Au9999

AU9999

30

60+10

30+10

黄金行业月度分析报告 - orangebank.com.cn · 北京银联信科技股份有限公司...

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