Market Overview - The Hong Kong stock market showed mixed performance with the Hang Seng Index slightly up by 0.06% to 26,765.52, while the Hang Seng China Enterprises Index fell by 0.15% to 9,147.21, and the Hang Seng Tech Index dropped significantly by 1.24% to 5,725.99 [1][2]. Sector Performance - Technology stocks experienced a downward trend, with major players like XPeng Motors down over 4%, NIO, Li Auto, SMIC, Kuaishou, and Baidu down over 3%, while Tencent and JD.com showed slight gains [4]. - Precious metals surged, with international gold prices surpassing $5,100 per ounce, leading to a significant rise in gold and silver stocks, notably China Silver Group which increased by over 19% [7][8]. - Energy stocks, including oil and coal, performed well, with China National Offshore Oil Corporation rising over 4% and China Shenhua Energy increasing by over 4% [9][10]. - The commercial aerospace sector faced declines, with Asia Pacific Satellite down over 11% and other related stocks following suit [6]. Individual Stock Movements - Notable gainers included China Silver Group (+19.12%), Shenglong International (+14.46%), and China Shenhua Energy (+4.42%) [11][12]. - Conversely, significant losers included Asia Pacific Satellite (-17.53%) and XPeng Motors (-4.17%) [5][6]. Investment Insights - Long-term outlook for energy stocks remains positive due to geopolitical uncertainties and rising oil demand forecasts, with IEA projecting an increase of 930,000 barrels per day in global oil demand by 2026 [9][10]. - The coal sector is expected to maintain a tight supply-demand balance over the next 3-5 years, with high-quality coal companies showing strong cash flow and dividend potential [10]. Capital Movements - Southbound funds recorded a net sell of HKD 826 million, with the majority coming from the Shanghai and Shenzhen stock connect [16]. Future Outlook - Analysts suggest that the Hong Kong market has the potential for valuation recovery and sentiment improvement, although upward momentum may be constrained by high global interest rates and limited expectations for rate cuts [18].

港、A股贵金属股集体走强。A股中，湖南黄金、恒邦股份涨停，晓程科技涨超9%，中金黄金、招金黄金涨超8%；港股中，中国白银集团涨超10%，中国 黄金国际、赤峰黄金涨超6%。 | 贵金属 了 | | | | --- | --- | --- | | 伦敦金现 | 伦敦银现 | COMEX黄金 | | 5081.358 | 108.962 | 5087.6 | | +93.188 +1.87% +5.621 +5.44% +107.9 +2.17% | | | | COMEX白银 | SHFE黄金 | SHFE自银 | | 108.460 | 1144.36 | 27531 | | +7.127 +7.03% | | +41.50 +3.76% +3406 +14.12% 三格隆汇 | 今日，现货黄金历史首次突破5000美元/盎司整数大关，白银涨破108美元续刷新高。 截止发稿，现货黄金涨幅扩大至1.87%，刷新历史新高至5081美元/盎司，本月累涨超730美元。现货白银涨超5%，刷新历史高点至每盎司108.962美元，月 内暴涨超50%。现货铂金首次站上2890美元/盎司，今年首月累涨约40%。 受国际金价影响，国 ...

港股有色金属股集体上涨，黄金白银股涨幅领先，其中，中国白银集团大涨超10%领先，赤峰黄金涨超 7%，珠峰黄金涨6.6%，紫金矿业涨5.3%，山东黄金涨4.8%，中国黄金国际、紫金黄金国际、灵宝黄金 均涨超4%，招金矿业涨3.3%。此外，赤峰黄金、紫金矿业、中国黄金国际、山东黄金、紫金黄金国 际、灵宝黄金均刷新历史新高价。 本文源自：金融界AI电报 ...

Group 1 - The core viewpoint of the news highlights a significant rise in the Hong Kong stock market for precious metals, particularly gold and silver stocks, driven by geopolitical tensions and expectations of interest rate cuts [1] - Major companies such as China Silver Group, Chifeng Jilong Gold Mining, and Zijin Mining have seen substantial stock price increases, with China Silver Group leading with a rise of over 10% [1][2] - The price of spot silver reached $108 per ounce, increasing nearly 5% in a single day, while spot gold surpassed $5060 per ounce, marking a historical high with a monthly increase of $730, or nearly 17% [1] Group 2 - Goldman Sachs has revised its gold price forecast for the end of 2026 from $4900 per ounce to $5400 per ounce, citing rising demand from private investors and central banks [1] - It is anticipated that central banks will increase their gold holdings by 60 tons per month in 2026, which, along with the backdrop of potential Federal Reserve interest rate cuts, is expected to boost gold ETF allocations and further elevate gold valuations [1]

港股有色金属股集体上涨，黄金白银股涨幅领先，其中，中国白银集团大涨超10%领先，赤峰黄金涨超 7%，珠峰黄金涨6.6%，紫金矿业涨5.3%，山东黄金涨4.8%，中国黄金国际、紫金黄金国际、灵宝黄金 均涨超4%，招金矿业涨3.3%。此外，赤峰黄金、紫金矿业、中国黄金国际、山东黄金、紫金黄金国 际、灵宝黄金均刷新历史新高价。 高盛最新研报将2026年底黄金价格预测从4900美元/盎司上调至5400美元/盎司，原因是私人投资者与各 国央行的黄金需求持续攀升。高盛预计，2026年各国央行每月将增持60吨黄金，叠加美联储降息的背 景，黄金ETF的配置规模也将同步增加，进一步推动黄金估值走高。 | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 00815 | 中国白银集团 | 0.750 | 10.29% | | 06693 | 赤峰黄金 | 42.600 | 7.04% | | 01815 | 珠峰黄金 | 2.560 | 6.67% | | 02899 | 三十四年薪 | 42.580 | 5.34% | | 01787 | 山东黄金 | 48.360 | 4 ...

每经AI快讯，黄金股延续近期涨势，截至发稿，赤峰黄金(06693.HK)涨7.19%，报42.66港元；中国白银 集团(00815.HK)涨7.35%，报0.73港元；灵宝黄金(03330.HK)涨6.09%，报25.78港元；紫金矿业 (02899.HK)涨5.74%，报42.74港元；山东黄金(01787.HK)涨5.2%，报48.54港元。 ...

国联民生证券认为，全球地缘紧张局势升温，贵金属避险情绪提升，价格继续上行。长期来看央行购金 +美元信用弱化主线持续，继续看好金价上行。白银兼具工业和金融属性，光伏用银需求持续，看好工 业需求提振带来白银补涨行情。 消息面上，据新华社报道，美国总统特朗普22日周四在总统专机"空军一号"上对媒体表示，美国正调集 重兵前往伊朗，许多舰艇正在向伊朗行进。此外，特朗普24日威胁将对加拿大商品征收100%的关税， 美国与加拿大的紧张关系也面临加剧。受避险情绪影响，现货黄金首次突破5000美元/盎司。上期所沪 银主力合约触及涨停，报28226元/千克，现涨幅为17.0%。 智通财经APP获悉，黄金股延续近期涨势，截至发稿，赤峰黄金(06693)涨7.19%，报42.66港元；中国白 银集团(00815)涨7.35%，报0.73港元；灵宝黄金(03330)涨6.09%，报25.78港元；紫金矿业(02899)涨 5.74%，报42.74港元；山东黄金(01787)涨5.2%，报48.54港元。 ...

本文源自：金融界AI电报 港股黄金股走高，赤峰黄金(06693.HK)涨超7%，紫金黄金国际(02259.HK)、中国黄金国际(02099.HK)涨 5%，山东黄金(01787.HK)、潼关黄金(00340.HK)涨超3%，中国白银集团(00815.HK)涨2.9%。 ...

根据认购协议E将予认购的5500万股股份(占本公司于紧接余下认购事项完成前已发行股本约1.84%及经 根据余下认购事项完成发行有关认购股份扩大后的本公司已发行股本约1.81%)已按认购价每股认购股份 0.45港元发行予认购人E。余下认购事项完成的所得款项净额(经扣除余下认购事项完成的相关费用及开 支后)约2469万港元将按该等公告所披露的方式应用。 中国白银集团(00815)发布公告，本公司已获得认购协议E项下的余下代价2475万港元(对应将予认购的 5500万股股份)。由于认购协议E所载的先决条件已获达成，于2026年1月22日，根据认购协议E的条款 及条件，有关余下5500万股股份的认购协议E已完成。现已完成所有根据认购协议进行的认购股份的认 购。 ...

董事会宣布，公司已获得认购协议E项下的余下代价2475万港元(对应将予认购的5500万股股份)。由于 认购协议E所载的先决条件已获达成，于2026年1月22日，根据认购协议E的条款及条件，有关余下5500 万股股份的认购协议E已完成(「余下认购事项完成」)。现已完成所有根据认购协议进行的认购股份之 认购。 格隆汇1月22日丨中国白银集团(00815.HK)发布公告，公司已悉数获得认购协议D、认购协议F及认购协 议G项下各自的代价、认购协议H项下的余下代价及认购协议E项下的部分代价810万港元(对应将予认购 的1800万股股份)(该等认购协议统称为"有关认购协议")。由于有关认购协议所载的先决条件已获达成， 2025年11月7日，根据有关认购协议各自的条款及条件，认购协议D、认购协议F、认购协议G及认购协 议H已完成，认购协议E则已部分完成(统称为"若干认购事项完成")。 ...