Group 1 - The largest gold ETF, SPDR Gold Trust, reported a holding of 1,079.66 tons of gold as of January 22, an increase of 2.00 tons from the previous trading day [1] - As of January 22, the spot gold price closed at $4,934.83 per ounce, reflecting a 2.14% increase, with an intraday high of $4,940.40 and a low of $4,772.19 [1] Group 2 - The final annualized GDP growth rate for the U.S. in Q3 2025 was reported at 4.4%, surpassing the initial estimate of 4.3%, marking the fastest growth rate in nearly two years [2] - The core PCE price index, a key inflation indicator favored by the Federal Reserve, rose by 2.8% year-on-year and 0.2% month-on-month in November, both in line with expectations [2] - The number of initial jobless claims in the U.S. for the previous week was reported at 200,000, lower than the expected 210,000 [2]

最新comex黄金库存数据： 摘要1月22日，COMEX黄金库存录得1124.21吨，较上一交易日增加0.04吨；COMEX黄金周四（1月22 日）收4920.80美元/盎司，上涨2.09%，comex黄金价格日内最高上探至4932.20美元/盎司，最低触及 4772.70美元/盎司。 1月22日，COMEX黄金库存录得1124.21吨，较上一交易日增加0.04吨；COMEX黄金周四（1月22日） 收4920.80美元/盎司，上涨2.09%，comex黄金价格日内最高上探至4932.20美元/盎司，最低触及4772.70 美元/盎司。 【要闻回顾】 最新消息，欧美围绕格陵兰岛的博弈还在持续。考虑今年是美国中期选举年，委内瑞拉事件中，特朗普 攫取了足够利益，且国内民调支持率回升，对外积极性或增强，这也将加剧地缘风险。叠加金融属性与 货币属性强化的中长期利好，黄金多配格局明确。 日期 COMEX黄金库存量(吨) 增持（吨） 2026-01-22 1124.21 0.04 2026-01-21 1124.17 0.22 ...

Group 1 - Hunan Gold has been suspended from trading since January 12, 2026, due to plans to issue shares for the acquisition of 100% stakes in Hunan Gold Tianyue Mining Co., Ltd. and Hunan Zhongnan Gold Smelting Co., Ltd., constituting a major asset restructuring [1] - The suspension is expected to last no more than 10 trading days to prevent market disruption from information leakage [1] - For the first three quarters of 2025, the company reported revenue of 41.194 billion yuan, a year-on-year increase of 96.26%, indicating strong performance [1] Group 2 - On January 9, the net inflow of main funds was 55.1245 million yuan, accounting for 3.80% of the total transaction amount, while retail investors saw a net inflow of 9.3518 million yuan, representing 0.64% of the total transaction amount [1] - The financing data on January 22 shows that Hunan Gold had a financing balance of 1.291 billion yuan, with net repayment of 7.1607 million yuan [2] - The technical analysis indicates that Hunan Gold has a resistance level at 23.05 yuan and a support level at 22.05 yuan, with an accelerating upward trend [3]

Core Viewpoint - The main focus of the news is the significant increase in the futures price of胶版印刷纸, which rose by 3.57% to 4238.00 yuan, with a peak of 4250.00 yuan during trading on January 23 [1]. Group 1: Market Analysis - Nanhua Futures expects the current market trend to be viewed as neutral to slightly bullish, supported by a recovery in pulp prices and reduced production from paper companies [2]. - New Century Futures predicts short-term price fluctuations due to stable production levels and weak demand, with paper companies maintaining a price support despite thin profit margins [3]. - Galaxy Futures indicates a weak balance between supply and demand, with production at 196,000 tons, a decrease of 3.4% month-on-month, and a slight increase in inventory levels [4].

| 日期 | comex白银库存量(吨) | 增持/减持（吨） | | --- | --- | --- | | 2026-01-22 | 13006.29 | -129.14 | | 2026-01-21 | 13135.43 | -129.48 | 【要闻回顾】 1月22日，COMEX白银库存录得13006.29吨，较上一日减少129.14吨；comex白银周四（1月22日）收报 96.12美元/盎司，上涨4.05%，comex白银价格日内最高上探至96.73美元/盎司，最低触及90.68美元/盎 司。 最新comex白银库存数据： 特朗普在瑞士达沃斯世界经济论坛上突然收回关税威胁，并宣布已与北约就格陵兰未来达成协议框架， 甚至明确排除动武可能性。 这一消息如同一剂镇静剂，迅速平复了市场的恐慌情绪。北约发言人强调，协议将确保集体安全，阻止 俄罗斯等国在北极的扩张，而丹麦外交大臣则重申必须尊重丹麦主权和格陵兰人民的自决权。 特朗普通过其社交平台Truth Social发布声明，称这是一项"永久协议"，并指派副总统万斯、国务卿鲁比 奥等高官参与后续谈判。 ...

以下是各大品牌金店详细报价： 今日金价 单位 变动幅度 涨跌 老庙黄金价格 今日各品牌金价较昨日出现显著上调。老庙黄金以1548元/克成为今日最高报价，菜百黄金报1482元/ 克，仍为市场最低价。两者价差维持在66元/克，但市场整体价格中枢已大幅上移。 1548 元/克 52 涨 六福黄金价格 1540 元/克 44 涨 周大福黄金价格 1542 今日金店黄金价格一览（2026年1月23日） 金店报价 1540 元/克 44 涨 周六福黄金价格 1533 元/克 40 涨 金至尊黄金价格 元/克 44 涨 老凤祥黄金价格 1538 元/克 43 涨 潮宏基黄金价格 1542 元/克 44 涨 周生生黄金价格 1545 元/克 53 涨 菜百黄金价格 1482 元/克 50 涨 上海中国黄金价格 1485 元/克 50 涨 周大生黄金价格 1542 元/克 今日黄金价格大涨，黄金回收价格同样，不同品牌回收价差也较大，以下为部分金店回收参考价： 今日金价 1136.20 元/克 周生生黄金 1124.60 元/克 周大福黄金 单位 黄金 1100.00 元/克 菜百黄金 1073.00 元/克 老凤祥黄金 108 ...

消息面 1月22日，上期所燃料油期货仓单0吨，环比上个交易日持平；低硫燃料油仓库期货仓单13000吨，环比 上个交易日持平。 消息人士：贸易公司维托尔正准备开始从委内瑞拉出口燃料油。 瑞达期货（002961）： 综合来看，燃料油市场供增需减，成本端主要跟随原油波动，美伊冲突带来的波动明显增加，高硫燃油 供应影响预期大于低硫燃料，波动更为剧烈，预计燃料油价格宽幅区间波动为主。FU主力合约隔夜报 2622元/吨，下方可关注2500附近支撑；LU主力合约隔夜报3100元/吨，下方关注3000附近支撑。 西南期货： 亚洲地区对西方国家燃料油进口持续增加，低硫燃料油市场的供应状况保持良好，从新加坡运来的低硫 燃料油的价格涨到了三周以来的最高水平。据交易员们称，亚洲低硫燃料油的现货价差已经升至四个月 以来的最高水平。这一价格上涨的背后，一是年末假期过后下游需求有所增加;二是人们预计在2月春节 前夕，燃料油的需求会进一步上升。策略方面，燃料油主力合约暂时观望。 新加坡企业发展局（ESG）：截至1月21日当周，新加坡燃料油库存下降209.5万桶，至13周低点2337.8 万桶。新加坡轻质馏分油库存上涨29.7万桶，达到41周 ...

Core Viewpoint - Methanol futures have shown a significant upward trend, with the main contract rising by 2.69% to 2292.00 CNY/ton as of January 23 [1] Inventory and Production - As of January 22, methanol inventory at East China ports was 587,900 tons, down from 647,300 tons on January 15, a decrease of 59,400 tons [2] - Domestic methanol production facility operating rate was 77.41%, a decrease of 0.50 percentage points week-on-week, but an increase of 0.28 percentage points year-on-year [2] Market Prices - On January 22, methanol prices in the external market increased: CFR Southeast Asia methanol closed at 321.5-322.5 USD/ton, FOB US Gulf at 94.5-95.5 cents/gallon (up 3 cents), and FOB Rotterdam in Europe at 269.5-270.5 EUR/ton (up 4 EUR) [2] Institutional Perspectives - Chaos Tiancheng Futures holds a bullish mid-term view, expecting short-term strength driven by the chemical sector, while noting limited upside above 2300 CNY due to significant feedback pressure [3] - Zhongcai Futures indicates that methanol futures are in a volatile state, with geopolitical tensions easing and supply remaining ample, leading to high inventory levels at ports and inland [3]

Group 1 - The main contract for coking coal futures experienced a rapid increase, reaching a peak of 1749.0 yuan, with a current price of 1722.0 yuan, reflecting a rise of 2.59% [1] - Institutions have differing views on the future market trends for coking coal and coking prices, with some expecting a slight rebound and others predicting a volatile but generally strong trend [2][3] Group 2 - Guotou Anxin Futures noted a slight rebound in coking coal prices, with overall coking profits being average and daily production slightly decreasing, while coking coal inventory saw a minor increase [2] - WISCO Futures assessed that the overall balance between coking coal, coking, and downstream iron water remains stable, but steel companies currently have low expectations for future market conditions, leading to a cautious inventory strategy [3] - The market sentiment is influenced by expectations regarding coal-related policies, despite an increase in coal inventory and stable iron water levels, indicating a focus on "anti-involution" impacts [2]

正信期货表示，本轮上涨行情核心驱动为印尼供应收缩事件。根据本周LME最新库存数据来看，最新 库存为284496吨，虽然近一周库存有持续小幅减少，但LME镍库存仍维持高位。从国内最新到港数据 来看12月我国进口镍矿、镍铁等中间品相比往年同期都呈现增长趋势，供给目前较为充足。警惕价格回 升后供给收缩政策落地执行不及预期的回调风险，重点关注印尼政策执行细节落实情况和消息的进一步 催化。技术上日内重点观察144000该线冲击，如冲击力度不足，回调阶段观察140000-141000一带回踩 是否予以支撑。近期震荡走势确认138000-144000一带波段运行区域。注意仓位管理，操作上不宜激 进。 新湖期货指出，上周印尼能源和矿产资源部的表态强化了市场对2026年印尼镍将大幅减产的预期以2.5 亿吨来测算，2026年全球镍供需将由过剩转为紧缺。但受有色普跌拖累，镍价也上冲乏力。近期纯镍大 幅累库的基本面亦对镍价造成压力。1月以来LME镍已累库近3万吨。后续关注镍矿政策能否如期落 地，政策炒作预期下，镍价以逢低偏多思路对待。 兴业期货分析称，印尼镍矿供应削减政策与宏观金融属性提供支撑，但镍基本面弱现实未改善，矿端政 策不确 ...