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Gold's biggest weekly drop since 1983 fuels Shenzhen buying spree

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China

China

Gold's biggest weekly drop since 1983 fuels Shenzhen buying spree

2026-03-23 15:12 Last Updated At:19:17

A dramatic plunge in gold prices, marking the largest single‑week drop since 1983, has triggered a buying frenzy in Shenzhen, south China.

At Shuibei market, the city's gold jewelry manufacturing and trading hub often seen as a barometer for China's bullion retail sector, consumers crowded counters to seize bargains amid the steep decline.

Gold futures on the COMEX division of the New York Mercantile Exchange on Friday dropped by over 3 percent to below 4,500 U.S. dollars per ounce, while silver futures plummeted nearly 7 percent to below 68 dollars per ounce.

Market analysts said that although geopolitical risks should have been beneficial to precious metals, rising oil prices reignited expectations of accelerated inflation. Additionally, cooling expectations for a Federal Reserve rate cut caused precious metal prices to fall against intuition.

The gold price slump in 1983 stemmed from oil-producing countries selling gold to obtain foreign exchange amid falling oil prices. That episode shocked investors by showing how macroeconomic forces could override gold's safe-haven appeal, a dynamic echoed in today's market.

In Shenzhen, the impact has been immediate. Local jewelers reported that prices fell by about 200 yuan per gram since the start of March, including a 100‑yuan drop this week alone.

"From the beginning of March to March 20, the price dropped by about 200 yuan per gram. This week alone, it has dropped by about 100 yuan per gram. The decline this week has been relatively significant," said Ma Shiying, the manager of a jewelry store.

After a week of consecutive price drops, consumer enthusiasm has surged. Managers at several gold shops reported that foot traffic this weekend increased by about 30 percent compared to the previous week.

Many buyers traveled specifically to the market to take advantage of the lower prices, with some consumers, who are planning to get married during the May Day holiday, purchasing traditional "three gold" or "five gold" wedding sets ahead of schedule due to the price drop.

"I am buying this for my wedding, so I opted for heavier pieces. I flew here specially from Beijing because the gold price dropped significantly last week," said Wang, a consumer.

"We are selling more bracelets, necklaces and more rings. March itself is considered the off-season, but due to the recent price adjustment, our customer flow has been higher compared to the same period last year," said Chen Zefeng, the manager of another jewelry store.

Market observers note that volatility in global bullion prices may continue, with traders watching U.S. monetary policy, oil prices, and currency movements for further signals.

Gold's biggest weekly drop since 1983 fuels Shenzhen buying spree

Gold's biggest weekly drop since 1983 fuels Shenzhen buying spree

Gold's biggest weekly drop since 1983 fuels Shenzhen buying spree

Gold's biggest weekly drop since 1983 fuels Shenzhen buying spree

Gold's biggest weekly drop since 1983 fuels Shenzhen buying spree

Gold's biggest weekly drop since 1983 fuels Shenzhen buying spree

The Shanghai Stock Exchange (SME) on Monday approved a plan by Semiconductor Manufacturing International Corporation (SMIC), the country's leading chipmaker, to acquire the remaining 49 percent stake in its subsidiary SMIC North for 40.6 billion yuan (about 5.98 billion U.S. dollars) through share issuance, marking the largest merger and acquisition deal since the inception of China's STAR Market.

The deal, approved by SME's merger and acquisition review committee, was the first case of a multi-listed red-chip company issuing shares to purchase assets on the STAR market, and it is also the largest merger and acquisition deal in the history of the domestic wafer foundry industry.

After the completion of the transaction, SMIC's stake in SMIC North will increase from 51 percent to 100 percent. The offering price is set at 74.2 yuan (10.9 U.S. dollars) per share.

"Stock acquisition is a mechanism that binds the interests of both parties and shares risks. It sends a very positive message to the outside world and saves cash. Cash is a very valuable asset for growth-oriented companies, which can use it for other places where cash is needed more badly," said Qian Jun, executive dean of the Fanhai International School of Finance (FISF) of Fudan University in Shanghai.

Experts said that the acquisition will help further improve the quality of SMIC's assets and enhance business synergy, as SMIC North is one of the most profitable single factories within the SMIC system.

"Through industry consolidation, higher-quality assets can be concentrated into the hands of listed companies that have operational and value creation capabilities," Qian said.

SMIC gains approval for acquisition of its Beijing fab

SMIC gains approval for acquisition of its Beijing fab

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