2026.01. 30 本文字数：438，阅读时长大约1分钟 作者 | 一财 阿驴 09:27 黄金概念股多数低开，白银有色、兴业银锡、豫光金铅、中金黄金、盛达资源等多股跌停价开 盘。 09:25 A股开盘丨三大指数集体低开 上证指数低开0.63%，深证成指低开0.6%，创业板指低开0.09%。科创综指低开0.39%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | how | 4131.99 | -25.99 | -0.63% | | 399001 | 深证成指 | ิ | 14214.14 | -85.94 | -0.60% | | 399006 | 创业板指 | N | 3301.54 | -2.97 | -0.09% | | 000680 | 科创综指 | | 1823.88 | -7.22 | -0.39% | 盘面上，黄金、基本金属板块大跌，个股现跌停潮。半导体、光伏、AI应用题材走弱。 09:22 港股开盘丨恒生指数低开0.65% 恒生指数低开0.65%，恒生科技指 ...

Market Overview - The Hang Seng Index (HSI) closed at 27,742.89, down by 225.20 points or 0.81% as of January 29, 16:00 Eastern Time [1] - The index reached a high of 27,909.81 and a low of 27,419.65 during the trading session, with an average price of 27,664.73 [1] - The 52-week high for the index is 27,909.81, while the 52-week low is 19,335.70 [1] Blue-Chip Stocks Performance - Most large-cap stocks experienced declines, with HSBC Holdings closing at HKD 138.219, up 0.45% compared to the Hong Kong close [2] - Tencent Holdings closed at HKD 619.286, down 0.44% from the Hong Kong close [2] Individual Stock Movements - Tencent Holdings (00700) latest price is HKD 622.000, with a slight increase of 1.000 or 0.16% [3] - Alibaba Group (09988) latest price is HKD 173.300, down by 0.200 or 0.12% [3] - HSBC Holdings (00005) latest price is HKD 137.600, up by 0.100 or 0.07% [3] - China Construction Bank (00939) latest price is HKD 8.160, up by 0.130 or 1.62% [3] - AIA Group (01299) latest price is HKD 90.950, up by 2.100 or 2.36% [3] - Xiaomi Group (01810) latest price is HKD 36.620, up by 0.300 or 0.83% [3] - NetEase (099999) latest price is HKD 206.600, down by 5.400 or 2.55% [3] - Meituan (03690) latest price is HKD 98.600, up by 0.250 or 0.25% [3] - Industrial and Commercial Bank of China (01398) latest price is HKD 6.640, up by 0.050 or 0.76% [3] - Hong Kong Exchanges and Clearing (00388) latest price is HKD 444.200, up by 5.000 or 1.14% [3] - Ping An Insurance (02318) latest price is HKD 73.300, up by 2.350 or 3.31% [3] - Baidu Group (09888) latest price is HKD 155.500, down by 0.600 or 0.38% [3] - China Bank (03988) latest price is HKD 4.760, up by 0.090 or 1.93% [3] - BYD Company (01211) latest price is HKD 101.800, down by 1.000 or 0.97% [3] - JD.com (09618) latest price is HKD 114.600, down by 1.700 or 1.46% [3] - Ctrip Group (09961) latest price is HKD 482.200, down by 13.200 or 2.66% [3]

Market Overview - US stock indices showed mixed performance on Wednesday, with the Hang Seng Index ADR rising but closing lower compared to Hong Kong's market close, at 27,511.69 points, down 315.22 points or 1.13% [1] Major Blue-Chip Stocks - HSBC Holdings closed at HKD 135.752, down 1.27% from the Hong Kong market close [2] - Tencent Holdings closed at HKD 613.539, down 1.20% from the Hong Kong market close [2] Stock Performance Summary - Tencent Holdings: Latest price HKD 621.000, up 2.31%, ADR price HKD 613.539, down 1.20% [3] - Alibaba Group: Latest price HKD 173.500, up 2.12%, ADR price HKD 171.309, down 1.26% [3] - HSBC Holdings: Latest price HKD 137.500, up 2.23%, ADR price HKD 135.752, down 1.27% [3] - Xiaomi Group: Latest price HKD 36.320, up 2.14%, ADR price HKD 35.857, down 1.27% [3] - AIA Group: Latest price HKD 88.850, up 2.78%, ADR price HKD 87.888, down 1.08% [3] - Meituan: Latest price HKD 56.86, up 1.86%, ADR price HKD 97.328, down 1.04% [3] - BYD Company: Latest price HKD 102.800, up 4.58%, ADR price HKD 101.502, down 1.26% [3]

Group 1 - Aluminum stocks rose in the afternoon, with China Aluminum (02600) increasing by 12.20% to HKD 15.14 [1][3] - Nanshan Aluminum International (02610) saw an increase of 8.11%, reaching HKD 72.65 [1][3] - China Hongqiao (01378) rose by 6.56%, trading at HKD 39.94 [1][3] - Innovation Industry (02788) experienced a 3.36% increase, priced at HKD 28.30 [1][3]

Group 1 - The aluminum sector in Hong Kong has seen a significant rise, with notable increases in stock prices for several companies [1] - China Aluminum (02600.HK) experienced a surge of 13.32%, reaching HKD 15.14 [1] - Nanshan Aluminum International (02610.HK) rose by 7.74%, trading at HKD 72.4 [1] - China Hongqiao (01378.HK) increased by 6.99%, with a price of HKD 40.1 [1] - Innovation Industry (02788.HK) saw a gain of 2.78%, priced at HKD 28.14 [1]

消息面上，因特朗普"美元溜溜球"言论及美日干预汇市预期，美元跌至四月新低，铝价升至近四年来新 高。兴业证券近期研报指出，需双线主导，铝进入紧缺周期，叠加较低的库存，支撑铝价中枢抬升。中 国电解铝企业具备全球竞争力、正将行业红利转化为股东回报。看好铝价中枢抬升，铝价每上涨10%， 将带来约30%的EPS增厚，质量与周期共振，看好电解铝板块价值重估。推荐公司中国宏桥、中国铝 业，关注创新实业、南山铝业国际。 铝业股再度走高，截至发稿，中国铝业（601600）(02600)涨13.32%，报15.14港元；南山铝业 （600219）国际(02610)涨7.74%，报72.4港元；中国宏桥(01378)涨6.99%，报40.1港元；创新实业 (02788)涨2.78%，报28.14港元。 ...

消息面上，因特朗普"美元溜溜球"言论及美日干预汇市预期，美元跌至四月新低，铝价升至近四年来新 高。兴业证券近期研报指出，需双线主导，铝进入紧缺周期，叠加较低的库存，支撑铝价中枢抬升。中 国电解铝企业具备全球竞争力、正将行业红利转化为股东回报。看好铝价中枢抬升，铝价每上涨10%， 将带来约30%的EPS增厚，质量与周期共振，看好电解铝板块价值重估。推荐公司中国宏桥、中国铝 业，关注创新实业、南山铝业国际。 智通财经APP获悉，铝业股再度走高，截至发稿，中国铝业(02600)涨13.32%，报15.14港元；南山铝业 国际(02610)涨7.74%，报72.4港元；中国宏桥(01378)涨6.99%，报40.1港元；创新实业(02788)涨2.78%， 报28.14港元。 ...

Core Viewpoint - China Hongqiao (01378) has seen its stock price rise over 4%, reaching a historical high of 39.16 HKD, supported by tightening supply and bullish forecasts for aluminum prices [1][4]. Aluminum Price Forecast - Major banks have recently issued reports predicting higher aluminum prices. Goldman Sachs has raised its LME aluminum price forecast for the first half of 2026 from 2,575 USD per ton to 3,150 USD per ton [1][4]. - Citigroup's latest annual commodity outlook report indicates that under its "bull market scenario," the price center for aluminum could approach 4,000 USD per ton [1][4]. Company Analysis - Jefferies has identified China Hongqiao as a key beneficiary of the rising aluminum prices, reiterating its "buy" rating and increasing the target price from 34.1 HKD to 43.8 HKD [1][4]. - The company is recognized as one of the leading aluminum producers globally, with a strong cost competitiveness that places it in the top tier of China's aluminum production cost curve. This competitive advantage is built on two main dimensions: complete self-sufficiency in key raw materials and efficient production achieved through technological optimization that results in lower unit energy consumption [1][4].

Group 1 - China Hongqiao (01378) shares rose over 4%, reaching a historical high of 39.16 HKD, with a trading volume of 440 million HKD [1] - Factors such as tightening supply are supporting the rise in aluminum prices, with multiple major banks forecasting higher aluminum prices [1] - Goldman Sachs raised its LME aluminum price forecast for the first half of 2026 from 2,575 USD per ton to 3,150 USD per ton [1] Group 2 - Citigroup's latest annual commodity outlook report indicates that under its "bull market scenario," the price center for aluminum could approach 4,000 USD per ton [1] - Jefferies reported that China Hongqiao will be a major beneficiary of the rising aluminum prices, reiterating its "buy" rating and raising the target price from 34.1 HKD to 43.8 HKD [1] - The company is recognized as one of the leading aluminum producers globally, with strong cost competitiveness, ranking in the top tier of China's aluminum production cost curve [1] Group 3 - The company's competitive advantage is built on two dimensions: complete self-sufficiency in key raw materials and efficient production achieved through technological optimization, resulting in lower unit energy consumption [1]

Group 1 - China Hongqiao (01378) shares rose over 4%, reaching a historical high of 39.16 HKD, with a trading volume of 440 million HKD [1] - Tightening supply and other factors are supporting the rise in aluminum prices, with major banks predicting higher prices [1] - Goldman Sachs raised its LME aluminum price forecast for the first half of 2026 from 2,575 USD per ton to 3,150 USD per ton [1] Group 2 - Citigroup's annual commodity outlook report indicates that under its "bull market scenario," aluminum prices could approach 4,000 USD per ton [1] - Jefferies reported that China Hongqiao will be a major beneficiary of rising aluminum prices, reaffirming its "buy" rating and raising the target price from 34.1 HKD to 43.8 HKD [1] - The company is recognized as one of the leading aluminum producers globally, with strong cost competitiveness, ranking in the top tier of China's aluminum production cost curve [1]