Hong Kong stock concept tracking | The world's largest gold miner expects production to decrease by 10% in 2026. Institutions continue to be bullish on the rise in precious metal prices (including concept stocks)

Newmont Corporation expects that this year's gold production will decrease by 10% due to poor performance at two mines operated in conjunction with Barrick Gold Corporation. The company announced record profit data, with adjusted net profit rising to $2.8 billion in the fourth quarter of 2025, or $2.52 per share. Newmont expects that the all-in sustaining cost for 2026 will decrease to $1,680 per ounce, better than analyst expectations, showing progress in cost control for the company. Juan Carlos Artigas, Chief Executive Officer for the Americas region at the World Gold Council and Head of Global Research, stated in an interview with reporters that rising risks and uncertainties are the primary factors affecting gold price valuation. Furthermore, global central banks have been net buyers of gold for 16 consecutive years, with great potential for gold purchases by emerging market central banks. Gold is experiencing a "structural shift" driven by demand for gold purchases by central banks and risk aversion. Analysts from ING Group stated that the recent decline in gold prices appears to be a corrective pause rather than the start of a deeper decline. Short-term price movements for this precious metal remain highly sensitive to fluctuations in the US dollar and overall risk preferences. However, as Asian market liquidity returns to normal and macroeconomic uncertainty persists, fundamental demand is expected to strengthen. "Further declines could attract new buying interest," these analysts noted. Related companies in the precious metals sector include: ZIJIN GOLD INTL (02259), WANGUO GOLD GP (03939), Zijin Mining Group (02899), ZHAOJIN MINING (01818), LAOPU GOLD (06181), CHINAGOLDINTL (02099), LINGBAO GOLD (03330), CMOC Group Limited (03993), and others.