金价高位"淬炼" 2026年黄金珠宝行业或加速洗牌 1月26日，伦敦现货黄金和纽约商品交易所黄金期货历史首次突破每盎司5100美元；上海黄金交易所现 货黄金（Au99.99）和沪金主力合约也一路上涨并于1月27日再创新高，均站上1150元/克关口。2026年 以来，国际、国内金价分别上涨超16%和15%。在业内人士看来，金价持续高位运行将给黄金珠宝行业 带来深刻的变化。2026年，传统珠宝行业的洗牌进程或将加速。金价高企叠加税收新政，推动行业 从"价格战"转向"价值战"，真正的赢家将是坚持走高质量发展道路的从业者。日前，记者在走访深圳珠 宝加工企业、黄金珠宝上市公司，以及国内最大的黄金交易集散地——深圳水贝时发现，面对原料成本 上行与首饰金消费需求受抑制的双重挑战，行业正通过工艺革新、产品结构调整与渠道优化，开启一场 转型升级。（上海证券报） 金银铜投资现在还能上车吗？ 近日，金、银、铜集体大涨，背后有哪些原因？ 金价狂飙的背后是全球资金对美元信心动摇。美国债 务高企、财政赤字不断扩大，美元信用根基受到冲击。更关键的是，当前全球地缘政治风险反复，黄金 作为避风港的吸引力进一步凸显。白银这一轮的涨势比黄金更猛， ...

Group 1: Investment Trends in Precious Metals - Investment silver bars have gained popularity in Shenzhen's Shui Bei market, with a 1000g silver bar priced at 30,860 yuan, indicating a rising interest in silver as an investment and jewelry-making option [1] - Several gold jewelry brands have raised their prices, with Shusheng's gold jewelry priced at 1,577 yuan per gram, reflecting a historical high in gold prices [1] Group 2: Automotive Industry Insights - The automotive industry's sales profit margin has dropped to a historical low of 4.1% for the year 2025, with December's margin at 1.8%, marking a significant decline [2] - TrendForce predicts that global sales of range-extended electric vehicles (REEV) will reach 3 million units by 2030, doubling from 2025, supported by regulatory flexibility and market acceptance [2] Group 3: Semiconductor and Memory Market Developments - Yole's report indicates a 23% growth in global DRAM memory demand by capacity in 2026, with data centers contributing over half of this increase [3] - Synopsys' CEO forecasts that the chip shortage will persist through 2026 and 2027, primarily due to high demand from AI infrastructure and limited production capacity from major memory manufacturers [2][3] Group 4: Corporate Announcements and Financial Projections - Companies like Bohui Innovation and Antu Bio have developed Nipah virus testing kits but have not yet generated significant revenue from them [5] - SK Hynix will exclusively supply HBM3E chips to Microsoft's Maia 200, which will feature a total memory capacity of 216GB [5] - Norde's subsidiary plans to invest 168 million yuan in upgrading a production line to meet high-end copper foil demand [10] - Aisen plans to invest 2 billion yuan in a semiconductor materials manufacturing base in East China, with production expected to start in phases from 2028 to 2035 [11] - Jinma Amusement anticipates a net profit increase of 811.17% to 1069.56% for 2025, projecting earnings between 67 million to 86 million yuan [12] - Red Tower Securities expects a 59.05% increase in net profit for 2025, amounting to 1.215 billion yuan [13] Group 5: Market Performance and Trends - The market saw a rebound with the ChiNext index rising by 0.71%, driven by strong performance in the semiconductor sector and precious metals [22]

金马游乐：2025年净利润同比预增811.17%-1069.56% 1月27日晚，金马游乐(300756)发布业绩预告，预计2025年归属于上市公司股东的净利润为6700万-8600 万元，比上年同期增长811.17%-1069.56%。 诺德股份：对1.5万吨生产线进行技术改造 1月27日晚，诺德股份(600110)发布公告称，拟对全资子公司青海电子材料产业发展有限公司二厂1.5万 吨生产线设备实施更新改造，项目总投资估算为1.68亿元。改造完成后，生产线将具备4.5微米及以下高 端锂电铜箔的量产能力，以应对下游客户在高端产品领域的需求。 楚江新材：2025年净利润同比预增60.97%-95.78% 1月27日晚，楚江新材(002171)发布业绩预告，预计2025年归属于上市公司股东的净利润为3.70亿-4.50亿 元，比上年同期增长60.97%-95.78%。 八方股份：2025年净利润同比预增40.96%–72.29% 1月27日晚，八方股份(603489)发布业绩预告，预计2025年度实现归属于上市公司股东的净利润为9000 万元到1.1亿元，与上年同期相比，同比增长40.96%到72.29%。 艾森 ...

Group 1 - Company Sanwei Communication announced a partnership to establish a private equity fund with a total investment of 114 million yuan, with the company contributing 25 million yuan, focusing on high-tech industries such as smart manufacturing and new energy [1] - Zijin Mining plans to acquire 100% of Allied Gold Corporation for approximately 280 billion yuan, with core assets including gold mines in Mali and Ivory Coast, and an expected increase in gold production to 25 tons by 2029 [2] - Haike New Source signed a long-term cooperation agreement with BYD Lithium Battery to supply at least 100,000 tons of solvents annually for three years [3] Group 2 - China Aluminum International reported a new contract total of 468.36 billion yuan for 2025, a year-on-year increase of 51.94%, with significant growth in industrial and overseas contracts [4] - Jianxin Co. expects a net loss of 20 to 29 million yuan for 2025, compared to a profit of 19.37 million yuan in the previous year [5] - ST Dongjing anticipates a loss of 40 to 60 million yuan for 2025, an improvement from a loss of 73.45 million yuan in the previous year [6] Group 3 - Zhejiang Haideman plans to raise up to 1.517 billion yuan through a private placement for high-end machine tool projects [7] - Anlu Technology intends to raise up to 1.262 billion yuan for FPGA chip development projects [8][9] - AVIC Chengfei expects a net profit increase of 5.47% to 11.67% for 2025, projecting profits between 3.4 billion and 3.6 billion yuan [10] Group 4 - Hengtong Technology forecasts a net profit increase of 82.95% to 110.05% for 2025, with expected profits between 270 million and 310 million yuan [11] - Qingmu Technology anticipates a net profit increase of 30% to 50% for 2025, projecting profits between 118 million and 136 million yuan [13] - Zhongke Microelectronics expects a loss of 18 to 25 million yuan for 2025, marking a shift from profit to loss [14] Group 5 - Huashan Electric predicts a loss of 42 to 49.2 million yuan for 2025, compared to a loss of 26.77 million yuan in the previous year [15] - Qitian Technology expects a loss of 60 to 95 million yuan for 2025, an improvement from a loss of 214 million yuan in the previous year [16] - Sanyuan Gene announced a plan to reduce its shareholding by up to 2% [17] Group 6 - Zhongxing Junye forecasts a net profit increase of 134.32% to 173.37% for 2025, with expected profits between 300 million and 350 million yuan [18] - Shengshi Technology anticipates a net profit decrease of 50.26% to 64.55% for 2025, projecting profits between 62 million and 87 million yuan [19] - Lante Optical expects a net profit increase of 70.04% to 81.38% for 2025, with projected profits between 375 million and 400 million yuan [20] Group 7 - Dongfang Risen anticipates a loss of 2.3 to 2.9 billion yuan for 2025, compared to a loss of 3.436 billion yuan in the previous year [21] - Wandong Medical announced a change in leadership, electing Wang Jianguo as the new chairman [22] - Longsoft Technology expects a loss of 49 to 60 million yuan for 2025, with projected revenues between 148 million and 164 million yuan [23] Group 8 - Zongyi Co. forecasts a net profit increase of approximately 264.05% for 2025, with expected revenues of around 480 million yuan [24] - Sifang New Materials anticipates a loss of around 300 million yuan for 2025, with projected revenues of about 1 billion yuan [25] - Jiuding New Materials plans to acquire 100% of Jiuding New Energy for 39.51 million yuan [26] Group 9 - Kangyuan Pharmaceutical received approval for clinical trials of a new drug aimed at treating children's ailments [27] - Kaipu Testing announced plans for share reductions by its chairman and vice president [28] - Fengfan Co. intends to acquire 51% of Yanling Jiaye for 382.5 million yuan, with performance commitments for the next three years [29][30] Group 10 - Axin Security received a government subsidy of 6.8 million yuan [31] - Ge Microelectronics announced plans for a share reduction by a major shareholder [32] - ST Yingfit expects a loss of 24 to 31 million yuan for 2025, a reduction from a loss of 40.4 million yuan in the previous year [33] Group 11 - Fujilai forecasts a net profit increase of 282.17% to 296.8% for 2025, with expected profits between 62.7 million and 65.1 million yuan [34] - Huakong Saige anticipates a loss of 97 to 120 million yuan for 2025, a shift from a profit of 17.03 million yuan in the previous year [35] - Landun Optical expects a loss of 70 to 95 million yuan for 2025, compared to a profit of 6.49 million yuan in the previous year [36] Group 12 - ST Zhongji forecasts a loss of 35 to 55 million yuan for 2025, compared to a loss of 231 million yuan in the previous year [37] - Zhongsheng Pharmaceutical expects a profit of 260 to 310 million yuan for 2025, reversing a loss of 299 million yuan in the previous year [38] - Youkeshu reported a net loss of 13.85 million yuan for the first three quarters of 2025 [39] Group 13 - Haosheng Electronics anticipates a net profit decrease of 56.85% to 59.77% for 2025, projecting profits between 69 million and 74 million yuan [40] - Xiangyuan Cultural Tourism plans to withdraw from a low-altitude economic investment fund [41] - Guoen Co. has set a preliminary price range of 34 to 42 HKD for its H-share issuance [42]

证监会今年开出"1号罚单"直指操纵市场行为 证监会今年开出的"1号罚单"直指操纵市场行为，对自然人余韩操纵"博士眼镜"股价罚没逾10亿元；浙 江证监局对向日葵重组预案涉嫌误导性陈述立案调查；深交所对因涉嫌财务数据存在虚假记载被证监会 立案的*ST立方、*ST长药进行重点监控……近日，一系列监管案例密集公布，彰显出监管部门对市场 违法行为"零容忍"的坚决态度，传递出强化交易监管、维护市场公平、防止大起大落的明确信号。从行 政处罚到刑事追责，从精准打击到平台共治，监管部门正构建起一张多维度、立体化的监管网络，着力 打造"不敢违、不能违、不想违"的长效治理格局，以监管效能的提升推动市场生态持续净化。（中证 报） 经营贷利率"贴地飞行" 中小银行有点吃不消 在政策引导、市场竞争与资金成本下降等多重因素推动下，多家银行经营贷利率持续下探。"我行个人 抵押经营贷利率下限降至2.31%了，较上个月又下调了将近20个基点。"工商银行北京市西城区某支行 工作人员小唐告诉记者。此外，部分经营性贷款产品在贴息政策加持下，实际利率可降至"1字头"。业 内人士认为，金融让利实体经济的政策导向，叠加存款利率下调带来的负债端成本压降，为贷 ...

作者：顺安 1月25日晚，妙可蓝多发布公告称，公司副董事长、总经理以及法定代表人柴琇被免职，行政总经理蒯玉龙接任总经理一职，并担任公司法定代表人。 | | 离任 | 离任 | 原定任期 | 离任 | 是否继续在 上市公司 | 賞 体 | | --- | --- | --- | --- | --- | --- | --- | | 姓名 | 职务 | 时间 | 到期日 | 原因 | 及其控股子公司 | 职 | | | 副董事 | | | | 任职 | 务 | | | | | 2027 年 | | | | | 柴秀 | 长、总经 理以及 | 2026 年 1月23日 | 11月17日 | 免职 | 是 | 直 書 | | | 法定代 | | | | | | | | 表人 | | | | | | | | | | | | | 章 | | | | | | | | 書 | | | 行政总 | 2026 年 | 2027 年 | 工作 | | | | 蒯玉龙 | 经理 | 1月23日 | 11月17日 | 安排 | 是 | 财 | | | | | | | | 务 | | | | | | | | 总 | | | | | | | ...

天眼查显示，无锡当当网信息技术有限公司（以下简称"无锡当当网"）因违反劳动法相关规定，被无锡市新吴区人力资源和社会保障局处以警告，并处以罚 款12150元，处罚决定日期为2026年1月16日。 | | 都在用的商业宣向工具 | 查关系 音风险 查老板 | | | | --- | --- | --- | --- | --- | | | 家中小企业发展子基金旗下机构 | 无锡当当网信息技术有限公司 | 8 天眼一下 | 器 应用 · 商务合作 企业级产品 · V | | 基本信息 114 | 2天眼查 行政处罚详情 | | | × | | 行政处罚 | 处罚名称 | 《中华人民共和国劳动法》第四十一条以及第四十三条的规定 | | 经我局调查. 你单位2024年3月至2025年2月实 | | 行政处罚2 历史行政处 | | | | 行综合计算工时工作制的员工中有27名员工违反 规定延长劳动者工作时间,27人人均月延长工作 | | | | | | 时间为149.39小时。我局于2025年12月25日作 | | | | | | 出《劳动保障监察行政处罚告知书》(锡新人社 | | 音音 | 决定 决定书文号 | 锡新人社 ...

Core Viewpoint - A recent discovery by consumers revealed that a product labeled as "Baicaowei Nut Gift Box" with a net weight of 958 grams contains only 33 grams of walnut and 70 grams of peanuts, while beverages weigh 660 grams, indicating a very low nut content [2] Group 1: Product Composition - The product is marketed as a "nut gift box" and "dried fruit snacks" on an e-commerce platform, but the actual nut content is minimal compared to other snack items [2] - The 958-gram gift box is priced at 32.9 yuan, containing primarily two types of Baicaowei brand beverages (totaling 660 grams) and four types of biscuits [2] - Another variant, a 1366-gram gift box priced at 39.9 yuan, contains less than 100 grams of three types of nuts, with beverage weight reaching 990 grams [2] Group 2: Consumer Concerns - This practice has raised consumer concerns regarding the appropriateness of labeling the box as a "nut gift box" when the majority of the contents are non-nut products, suggesting potential misleading advertising [2] - Baicaowei's official customer service acknowledged the inclusion of brand-specific beverages and stated that consumer inquiries would be recorded for higher management feedback, but did not provide a clear response regarding the potential for misleading advertising [2]

近日，有网友在社交平台发布视频称，在大连一家喜家德水饺门店就餐时，透过明档厨房玻璃发现多个水饺托盘出现严重发霉并存在大量霉斑。 就上述视频所反映出的问题，媒体联系喜家德顾客服务中心。随后有喜家德水饺相关部门负责人联系媒体称，网友反映情况属实，涉事门店位于辽宁省大连 市，事发后已对涉事门店停业整顿两天，现场水饺托盘全部废弃，并同步对该门店重新进行整改。 喜家德官网显示，品牌自2002年在黑龙江鹤岗创立以来，坚持直营模式扩张，2023年全国直营门店已达800家。在餐饮行业中，直营模式通常被认为比加盟 模式更易于标准化管理和品质控制。然而，此次"发霉托盘"事件恰恰发生在直营体系内，也暴露出了喜家德存在的一系列问题。 随着门店数量从2020年的600家增至2023年的800家，喜家德的运营复杂度呈指数级增长。而木质托盘作为水饺制作的关键器具，其清洁、消毒、更换本应纳 入日常SOP，但发霉情况说明一线执行层面存在疏漏。 在消费者日益重视食品安全的今天，任何规模的扩张都不能以牺牲品控为代价。对于喜家德而言，800家门店是成绩，更是责任。 视频显示，在一处喜家德水饺门店的操作间内，有身着喜家德白色工作服的员工正不断将包好的 ...

Group 1 - Multiple heavyweight stocks experienced significant sell orders at the close, with Zijin Mining's sell order amount exceeding 4 billion yuan [1] - The head of broad-based ETFs has seen a continuous reduction in shares, with the average share reduction of 27.24% for six large-scale ETFs over the past seven trading days [1] - The CSI 1000 ETFs have seen a dramatic decline, with an average share reduction of 47.9% over the same period, and two products experiencing a drop of over 50% [1] Group 2 - The Dalian Commodity Exchange announced the listing parameters for soybean meal and corn options, set to begin trading on February 2 [2] - The international gold price has reached a new high, with spot gold surpassing 5,100 USD per ounce, leading to a rise in gold jewelry prices in Shenzhen [3] - The global laptop shipment is expected to decrease by 14.8% in Q1 2026 due to rising prices of CPUs and memory [4] Group 3 - The global production of lithium iron phosphate is projected to reach 70,000 tons by 2026, up from 28,500 tons in 2025, driven by demand in electric vehicles and consumer electronics [4] - SoftBank has terminated negotiations to acquire data center operator Switch, impacting its AI infrastructure ambitions [5] - Porsche plans to reduce its dealer network by 30% this year, with no current plans for local production in China [5] Group 4 - Hunan Gold plans to integrate gold mines, expecting to add approximately 4 tons of gold reserves upon reaching production capacity [7] - The stock of *ST Tianshan may face delisting due to projected losses of 16 million to 23 million yuan for 2025 [9] - Jiangzhong Pharmaceutical will change its stock name to "China Resources Jiangzhong" to enhance brand recognition [10] Group 5 - Changyuan Donggu received a notice of being selected as a supplier for a well-known domestic passenger car project, with an estimated sales amount of 2.2 billion to 3 billion yuan [11] - Shankai Intelligent won a project for developing a smart water service platform, with a bid amount of 12.11 million yuan [12] - Several companies, including Koli Yuan and Shenling Environment, forecast significant profit increases for 2025, with expected growth rates ranging from 49.69% to 420% [13][14][15][17][19]