深港通（南向）十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 18.78 亿元 | -1.07 亿元 | | 腾讯控股(00700) | 17.43 亿元 | +5.43 亿元 | | 中国海洋石油(00883) | 16.08 亿元 | +1.42 亿元 | | 中芯国际(00981) | 12.69 亿元 | -2.66 亿元 | | 小米集团-W(01810) | 10.64 亿元 | +2.95 亿元 | | 盈富基金(02800) | 10.42 亿元 | -10.36 亿元 | | 紫金矿业(02899) | 10.17 亿元 | +5.28 亿元 | | 老铺黄金(06181) | 9.28 亿元 | -7882.28 万元 | | 钧达股份(02865) | 8.12 亿元 | -7446.84 万元 | | 中国人寿(02628) | 7.07 亿元 | -1.07 亿元 | 智通财经APP获悉，2026年1月26日当天，阿里巴巴-W(09988)、腾讯控股(00700)、紫金矿业(02899)位 居 ...

以下文章来源于融中财经 ，作者安多 融中财经 . 中国领先的股权投资与产业投资媒体平台。聚焦报道中国新经济发展和创新投资全产业链。通过全媒体 资讯平台、品牌活动、研究服务、专家咨询、投资顾问等业务，为政府、企业、投资机构提供一站式专 业服务。 导语：信心比黄金更重要。 2025 年，是股权行业重振旗鼓的一年。 经历了漫长的低潮后，农历春节后， DeepSeek 的爆火出圈，不仅震动了整个创投行业，更让 整个创投生态重拾技术自信。 不断有投资人提及，信心比黄金更重要。而这一标志性事件，让原来逐渐寂静的投资赛道，又多 了亮点和冲劲。 年关之际，摩尔线程、沐曦股份、壁仞科技等 GPU 赛道的头部玩家接连实现 IPO ，一波波股价 的高潮让辛苦一年的投资人更加兴奋。紧接着，智谱、 MiniMax 的上市，打出了全球大模型上 市的样板。辛苦数年的投资人终于守得云开…… 2025年A股新增上市公司116家，以制造业、科学研究和技术服务业为代表的高新技术企业市值 变化尤为突出，总市值较年初分别增长33.3%和32.1%，占A股市值的比重分别增加4.2个百分点 和0.1个百分点。 这些项目上市的纪念相册上，总有投资人的身影。 ...

南向资金今日净卖出8.26亿港元，中国移动、紫金矿业、盈富基金分别遭净卖出11.77亿港元、10.77亿 港元、10.36亿港元。净买入方面，腾讯控股、小米集团-W、泡泡玛特净买入额位列前三，分别获净买 入10.15亿港元、8.22亿港元、6.13亿港元。 (本文来自第一财经) ...

Summary of Key Points Core Viewpoint - The Hong Kong stock market experienced significant net selling from northbound capital, totaling HKD 8.26 billion on January 26, with notable net selling in major stocks like China Mobile and Zijin Mining, while Tencent and Xiaomi saw net buying. Group 1: Northbound Capital Flow - Northbound capital had a net selling of HKD 8.26 billion, with HKD 1.87 billion from Shanghai Stock Connect and HKD 6.38 billion from Shenzhen Stock Connect [1] - The stocks with the highest net buying included Tencent (00700), Xiaomi Group-W (01810), and Pop Mart (09992) [1] - The stocks with the highest net selling included China Mobile (00941), Zijin Mining (02899), and the Yingfu Fund (02800) [1] Group 2: Individual Stock Performance - Alibaba-W had a buy amount of HKD 18.08 billion and a sell amount of HKD 19.36 billion, resulting in a net outflow of HKD 1.28 billion [2] - Tencent Holdings had a buy amount of HKD 15.18 billion and a sell amount of HKD 10.46 billion, resulting in a net inflow of HKD 4.72 billion [2] - Xiaomi Group-W had a buy amount of HKD 12.76 billion and a sell amount of HKD 7.49 billion, resulting in a net inflow of HKD 5.27 billion [2] Group 3: Market Reactions and News - Tencent received a net buying of HKD 10.15 billion, with Chairman Ma Huateng announcing 2025 as the "AI Year" and launching a cash activity worth HKD 1 billion for its AI application [4] - Pop Mart received a net buying of HKD 6.13 billion, with Citigroup expecting growth driven by IP diversification and product innovation [5] - Zijin Mining faced a net selling of HKD 10.76 billion, with reports of significant sell orders in the A-share market [7]

| | 沪股通 | | | | | --- | --- | --- | --- | --- | | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | 名称 | | 阿里巴巴-W | -2.0% | -1.28 | 37.44亿 | 阿里巴-W | | 腾讯控股 | 0.8% | 4.72 | 25.64亿 | 腾讯控股 | | 紫尖矿业 | 4.4% | -16.05 | 23.49 Z | 中国海洋石油 | | 小米集团-W | -2.8% | 5.27 | 20.25亿 | 中芯国际 | | 钧达股份 | -6.6% | 2.22 | 20.09亿 | 小米集团-W | | 中国移动 | -0.9% | -11.77 | 19.96亿 | 盈富县金 | | 中芯国际 | -3.3% | 1.88 | 19.75亿 | ڇ类似,不 | | 中国海洋石油 | 4.0% | -0.35 | 17.85 Z | 老铺黄金 | | 泡泡玛特 | -0.9% | 6.13 | 14.19亿 | 钧达股份 | | 长飞光纤光缆 | 17.8% | -0.06 | 13.71亿 | 中国人寿 | 格隆汇1月26日｜南 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 华夏时报 1月26日，A股集体调整。截至收盘，沪指跌0.09%，深成指跌0.85%，创业板指跌0.91%，北证50指数跌 1.45%，沪深京三市成交额32806亿元，较上日放量1625亿元，三市超3700只个股飘绿。 科创AI ETF一度上涨2%至翻绿。与此同时，红利板块由跌转涨，市场上涨个股数量亦减少至1604只。 贵金属板块逆市大涨，中金黄金、西部黄金等多股涨停。消息面上，现货黄金价格首次突破5000美元大 关，现货白银突破110美元。 代表风险偏好的两大变量集体来袭。一是地缘风险加剧和美元指数杀跌背景之下，金银期货、现货大 涨，引导了资金流向；二是热门股集体跳水，卫星ETF大跌近5%，炒作显著退潮。 值得注意的是，尾盘集合竞价多只权重股再现巨额压单，其中紫金矿业压单金额超40亿元，中国平安、 江西铜业、中国中免、山东黄金、万华化学、贵州茅台压单金额超4亿元。 此前在2026年1月14日，招商银行、紫金矿业、长江电力等多股压单金额超10亿元。 新浪合作大平台期货开户 安全快捷有保障 新浪声明：此消息系转载自新浪合作媒体，新浪网登载此 ...

每经AI快讯，1月26日，南向资金今日净卖出约8.26亿港元。其中，中国移动、紫金矿业分别遭净卖出 约11.77亿港元、10.77亿港元；腾讯控股获净买入约10.15亿港元。 ...

Core Viewpoint - The arrival of a new cycle in non-ferrous metals has made the gold sector the biggest winner, with Zijin Mining being a significant beneficiary [2][4]. Group 1: Zijin Mining's Performance - Zijin Mining's stock price surged over 6%, with its market capitalization exceeding 1 trillion yuan, marking a remarkable performance in 2025 with a stock price increase of 135.77% and a total market value growth of 525.8 billion yuan [5]. - The company's stock has risen for six consecutive years, increasing from 3.15 yuan per share at the beginning of 2020 to over 10 times its original value [5]. - The rise in prices of precious metals, particularly gold, has been a key driver, with gold prices in 2025 experiencing a historical bull market, rising over 60% and reaching record highs [6]. Group 2: Strategic Acquisitions and Resource Management - Zijin Mining's continuous stock price increase is attributed to its long-term strategic layout around gold and copper resources [8]. - The average acquisition cost of mines by Zijin Mining from 2019 to 2024 was approximately $61.3 per ounce, significantly lower than the industry average of $92.9 per ounce, providing a cost advantage [9]. - The company has expanded into lithium resources, acquiring a 25% stake in Zangge Mining for 13.7 billion yuan, significantly increasing its lithium resource reserves to 1.788 million tons of lithium carbonate equivalent, ranking among the top ten globally [9]. Group 3: Historical Context and Growth Strategy - The success of Zijin Mining is closely linked to its founder, Chen Jinghe, who transformed the previously deemed unviable Zijin Mountain into China's largest gold mine through innovative techniques [11]. - Since its establishment in 2001, Zijin Mining has pursued a national expansion strategy, acquiring various mines across China and internationally, including significant acquisitions during industry downturns [12][13]. - By the end of 2022, Zijin Mining's resource holdings included 73.72 million tons of copper, 3,117 tons of gold, and 1,215 million tons of lithium, positioning it to benefit from the 2025 bull market in precious metals [14]. Group 4: Future Prospects - Zijin Mining is not only focused on gold and copper but is also strategically investing in lithium resources, aiming to become a significant player in the global lithium industry [15]. - The company has made substantial investments in lithium projects, including acquiring stakes in key lithium resources in Argentina and Tibet, with a total lithium carbonate equivalent exceeding 1.215 million tons [17]. - The recent acquisition of a 24.82% stake in Zangge Mining for 13.729 billion yuan further enhances its lithium resource portfolio, indicating that the company's growth trajectory is far from over, with the trillion yuan market cap being just a milestone [18].

Industry Investment Rating - The industry investment rating is maintained at "Outperform the Market" [1] Core Views - The report highlights that geopolitical events are accelerating the de-dollarization process, leading to a broad increase in commodity prices [4] - Precious metals are recommended for strong holding due to rising demand driven by political events and net selling pressure on U.S. Treasury bonds, with gold and silver prices increasing by 8.30% and 14.80% respectively [4] - Copper prices have risen by 1.09% due to a temporary easing of European risks, but there are signs of weak demand from downstream sectors [5] - Aluminum prices are expected to rise as supply continues to grow while demand shows signs of stabilization [5] - Tin prices have rebounded significantly due to macroeconomic factors and uncertainties in supply from conflict regions [6] - Lithium prices are on the rise due to low inventory levels and strong demand expectations, indicating a potential upward trend [6] Summary by Sections Industry Overview - The closing index for the industry is at 9972.0, with a weekly high of 9972.0 and a low of 4295.55 [1] Price Movements - Basic metals saw price changes: copper up 1.09%, aluminum up 0.25%, zinc up 1.08%, lead down 1.43%, and tin up 13.57% [19] - Precious metals experienced significant increases: gold up 8.30% and silver up 14.80% [19] - Lithium carbonate prices surged by 13.25% due to supply constraints [19] Inventory Levels - Global visible inventory changes: copper increased by 38,104 tons, aluminum by 21,952 tons, zinc by 2,662 tons, lead by 12,077 tons, tin by 16 tons, and nickel decreased by 1,711 tons [33][35]

SHMET 网讯：2026年1月23日，紫金矿业旗下超级工程传来重磅消息——位于西藏那曲的巨龙铜 矿二期工程正式建成投产。这一地处海拔5000米以上"生命禁区"的世界级矿山，在一期15万吨/日采选 规模基础上，新增20万吨/日处理能力，形成35万吨/日的总生产规模，一跃成为中国最大铜矿。 根据紫金矿业公告，二期达产后，巨龙铜矿年矿石采选量将从4500万吨飙升至1.05亿吨，矿产铜年 产量将从2025年的19万吨提升至30-35万吨（2026年预计达30万吨），同时伴生的钼、银产量也将同步 增长，钼年产量从0.8万吨增至1.3万吨，银年产量从109吨增至230吨。值得关注的是，该铜矿累计查明 铜金属资源量达2588万吨，是紫金矿业2020年收购时的2.5倍，且公司已规划三期工程，未来采选规模 有望进一步扩至2亿吨/年，年产铜达60万吨。 作为紫金矿业全资子公司与藏格矿业合计持股80.88%的核心资产，巨龙铜矿二期的投产将与塞尔 维亚、刚果（金）的铜矿项目形成"三驾马车"格局。紫金矿业董事长邹来昌表示，这一项目不仅夯实了 公司全球铜业龙头地位，更推动"在藏年产80万吨矿产铜"的战略蓝图落地，不过公司也提示，未来产 ...