主力资金早间净流入有色金属、基础化工、石油石化、建筑装饰等板块，净流出电力设备、国防军工、 医药生物、汽车等板块。 具体到个股来看，中国铝业、网宿科技、省广集团获净流入33.76亿元、29.54亿元、21.27亿元。 净流出方面，阳光电源、贵州茅台、航天电子遭抛售19.11亿元、15.44亿元、15.12亿元。 (本文来自第一财经) ...

Group 1 - The non-ferrous metal sector experienced a rebound on January 28, with several companies reaching their daily limit up, indicating strong market performance [1] - Notable companies that saw significant gains include Nanmin Group, Xiaocheng Technology, Hunan Gold, Sichuan Gold, and others, reflecting a broad-based rally in the sector [1] - Additional companies such as Copper Crown Mining, Naipu Mining Machinery, and Dongfang Tantalum also showed upward movement, suggesting positive sentiment across the industry [1]

Group 1 - The non-ferrous metal sector experienced a volatile rebound, with several companies reaching their daily limit up [1] - Notable companies that saw significant gains include Nanmin Group, Xiaocheng Technology, Hunan Gold, Sichuan Gold, and Silver Industry [1] - Other companies that followed suit with increases include Zhaojin Gold, Yuguang Gold Lead, Western Gold, Zinc Industry Co., Feinan Resources, and Hebang Bio [1] Group 2 - China Aluminum, Yiqiu Resources, Chang Aluminum, and China Nonferrous Metals also reported notable stock price increases [1] - Additional companies that experienced upward movement include Tongguan Mining Construction, Naipu Mining Machinery, Xinweiling, Fushite, and Dongfang Tantalum [1] - Tongling Nonferrous Metals was among the companies that benefited from the overall market trend [1]

| 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 600916 | 中国黄金 | 12.27 | 10.04% | | 000758 | 中包股份 | 8.95 | 9.41% | | 601600 | 中国铝业 | 14.48 | 9.12% | | 600489 | 中金黄金 | 37.01 | 7.96% | | 601618 | 中国中冶 | 3.39 | 7.62% | | 600339 | 中油工程 | 3.99 | 7.84% | | 600938 | 思想图书 | 35.48 | 6.71% | | 601068 | 中铝国际 | 6.42 | 6.29% | | 002080 | 中材科技 | 41.53 | 6.41% | | 600176 | 中国巨石 | 21.78 | 6.19% | | 601390 | 中国中铁 | 5.79 | 4.51% | | 601857 | 中国石油 | 10.88 | 4.21% | | 601117 | 中国化学 | 9.15 | 3.74% | | 601061 | 中信金属 | 16.44 ...

南方财经1月28日电，电解铝概念盘中持续拉升，中国铝业涨停，创2009年12月以来新高，此前怡球资 源、常铝股份涨停，华峰铝业、云铝股份、天山铝业、新疆众和等跟涨。消息面上，LME期铝主力合 约盘中触及3250美元/吨，创2022年4月以来新高。 ...

Group 1 - The non-ferrous metal sector continues to rise, with companies such as Shengda Resources, Tongling Nonferrous Metals, Yuguang Gold Lead, and Huafeng Aluminum reaching new highs during trading [1] - Silver Industry has achieved a seven-day consecutive increase, indicating strong market performance [1] - Companies like Zinc Industry Co., Yiqiu Resources, Electric Alloy, Pengxin Resources, Northern Copper, China Aluminum, and China Nonferrous Metals are also experiencing significant gains [1]

A股1月26日共有3764只个股获融资资金买入，有706股买入金额超亿元。其中，航天电子、紫金矿业、 特变电工融资买入金额排名前三，分别获买入24.34亿元、20.14亿元、19.91亿元。从融资买入额占当日 总成交金额比重来看，台华新材、朗鸿科技、中创股份融资买入额占成交额比重排名前三，分别为 26.84%、26.28%、26.13%。从融资净买入金额来看，有53只个股获融资净买入超亿元。其中，中国平 安、北方稀土、中国铝业融资净买入金额排名前三，分别获净买入4.44亿元、4.17亿元、4.16亿元。 ...

Group 1 - Hong Kong aluminum stocks collectively strengthened, with Rusal rising nearly 13% [1] - Rongyang Industrial increased by over 10% [1] - Xingfa Aluminum rose by over 5% [1] Group 2 - Innovation Industry and Nanshan Aluminum International both increased by over 2% [1] - China Aluminum also saw an increase of over 2% [1] - China Hongqiao rose nearly 2% and reached a historical high [1]

Group 1 - Aluminum stocks have risen significantly, with Rusal (00486) up 14.81% to HKD 6.9, China Aluminum (601600) (02600) up 4.55% to HKD 13.79, China Hongqiao (01378) up 2.57% to HKD 36.78, and Innovation Industry (02788) up 2.38% to HKD 27.48 [1] - Citigroup has released a report indicating that a structural bull market for aluminum is forming, driven by domestic demand recovery, which is expected to support aluminum consumption growth into early 2026 [1] - Citigroup forecasts a slight structural deficit of 61,000 tons in 2026, raising the 0-3 month aluminum price target from USD 2,950 per ton to USD 3,400 per ton [1] Group 2 - Huachuang Securities maintains a positive outlook on the electrolytic aluminum sector, predicting average profits in the industry to be around CNY 7,600 per ton this week, with expectations for sustained high profits in the future [1] - The report highlights that electrolytic aluminum companies are entering a phase of cash flow recovery and stable profitability, which enhances their ability and willingness to return capital to shareholders [1] - The low capital expenditure intensity expected in the industry suggests that the dividend-paying attributes of listed companies in the electrolytic aluminum sector are becoming more pronounced [1]

智通财经APP获悉，铝业股再度走高，截至发稿，俄铝(00486)涨14.81%，报6.9港元；中国铝业(02600) 涨4.55%，报13.79港元；中国宏桥(01378)涨2.57%，报36.78港元；创新实业(02788)涨2.38%，报27.48港 元。 消息面上，花旗近日发布报告称，铝市场的结构性牛市正在形成，国内铝需求的"前置"与复苏为2026年 初的铝消费提供增量支撑。同时，基本面从供应约束到结构性短缺，花旗预计2026年出现6.1万吨的小 幅结构性缺口， 并将铝价0-3个月目标价从2950美元/吨上调至3400美元/吨。 华创证券则表示，持续看好电解铝红利属性，预计本周电解铝行业平均利润在7600元/吨附近，预计未 来电解铝利润有望维持高位。从分红意愿看，因为这几年电解铝企业总体进入现金流持续修复和盈利稳 定性提升的阶段，并且由于行业未来资本开支强度较低，上市公司普遍具备提高回馈股东的能力和意 愿，红利资产属性逐步凸显，看好电解铝行业弹性和红利属性。 ...