Market Performance - The Hong Kong stock market continued its upward trend with all three major indices closing higher: Hang Seng Index up 2.58% at 27,826.91 points, Hang Seng Tech Index up 2.53% at 5,900.16 points, and the National Enterprises Index up 2.89% at 9,512.24 points [2] - Leading sectors included optical communications, oil, gold, telecommunications, and real estate, while tea and aviation stocks faced downward pressure [3] Optical Communications - Demand for AI infrastructure has spurred the optical communications industry, with Changfei Optical Fiber Cable (06869.HK) leading the sector, closing up 15.43% at 75.20 HKD [4][5] - Corning, a major player in the fiber optics market, saw a single-day increase of over 15%, reaching a historical high, following a long-term agreement with Meta for the procurement of $6 billion worth of fiber optic cables by 2030 [4] Energy Sector - Geopolitical risks have heightened energy security expectations, with China National Offshore Oil Corporation (00883.HK) and China Petroleum & Chemical Corporation (00857.HK) both reaching historical highs, closing up 4.85% and 4.99% respectively [5][6] - The U.S. military's recent military exercises in the Middle East have raised concerns about energy supply stability, contributing to the rise in oil stocks [6] Gold Market - The weakening U.S. dollar has stimulated international gold prices, with Chifeng Jilong Gold Mining (06693.HK) rising 10.65% [7] - The dollar index experienced its largest single-day drop since April 2023, pushing gold prices above $5,200 per ounce [7] Telecommunications - The telecommunications sector is entering a new phase of "deep integration," with China Telecom (00728.HK) rising 6.27% [9] - The Ministry of Industry and Information Technology reported that the three major operators have added 108,000 data center racks, indicating a shift in focus from "broad coverage" to "deep integration" [9] Real Estate - Regulatory optimizations have boosted confidence in the real estate sector, with China Jinmao (00817.HK) rising 11.92% [11] - Feedback from multiple real estate companies indicates that the regulatory body has lifted the monthly reporting requirements for most firms, enhancing market expectations for liquidity and operational environment improvements [11] Individual Stock Movements - Wuneng Zhixing (00800.HK) rose 2.11% as it prepares to launch autonomous buses in Abu Dhabi [17][18] - Kuaishou-W (01024.HK) increased by 4.44%, with its AI product, Keling, surpassing 12 million monthly active users and achieving a 350% growth in paid users [19]

【赤峰黄金：黄金产品的市场价格累计涨幅较大 预计将对公司经营业绩产生一定影响】智通财经1月28 日电，赤峰黄金(600988.SH)公告称，公司股票交易连续三个交易日内日收盘价格涨幅偏离值累计超过 20%，属于股票交易异常波动情形。公司主营业务为黄金采选，目前内部生产经营秩序正常，内外部经 营环境未发生重大变化。近期，公司黄金产品的市场价格累计涨幅较大，预计将对公司经营业绩产生一 定影响。 转自：智通财经 ...

赤峰黄金发布异动公告，公司股票交易连续三个交易日内日收盘价格涨幅偏离值累计超过20%，根据 《上海证券交易所交易规则》的有关规定，属于股票交易异常波动情形。截至本公告披露日，公司、控 股股东及相关方等不存在筹划涉及公司的重大资产重组、股份发行、重大交易类事项、业务重组、股份 回购、股权激励、破产重整、重大业务合作、引进战略投资者等重大事项。 ...

南财智讯1月28日电，赤峰黄金公告，公司股票交易连续三个交易日（2026年1月26日、1月27日、1月28 日）内日收盘价格涨幅偏离值累计超过20%，构成股票交易异常波动。经公司自查并向控股股东及实际 控制人核实，截至公告披露日，公司不存在应披露而未披露的重大信息；生产经营正常，内外部经营环 境未发生重大变化；近期黄金市场价格累计涨幅较大，预计将对公司经营业绩产生一定影响；公司已于 2026年1月6日披露2025年年度业绩预增公告，目前不存在应修正情况；公司、控股股东及相关方不存在 筹划重大资产重组、股份发行、重大交易、业务重组、股份回购、股权激励、破产重整、重大业务合 作、引进战略投资者等重大事项；未发现对公司股价产生重大影响的媒体报道、市场传闻或热点概念； 公司控股股东及其一致行动人、董事、高级管理人员在本次异常波动期间不存在买卖公司股票的情形。 ...

Core Viewpoint - Chifeng Gold (sh600988) reached its daily limit on January 28, 2026, with a closing price of 46.86 yuan, marking a 10% increase and a total market capitalization of 89.053 billion yuan, driven by strong performance indicators and favorable market conditions [1][2]. Group 1: Performance Indicators - The company announced an expected net profit attributable to shareholders of 3 to 3.2 billion yuan for 2025, representing a year-on-year increase of 70% to 81%, with a non-recurring net profit growth of 75% to 86%, primarily due to a gold production of approximately 14.4 tons and a sales price increase of about 49% [2]. - The net cash flow from operating activities increased by 150.43% year-on-year, and the debt-to-asset ratio improved from 47.25% to 33.85%, indicating a healthier financial structure [2]. Group 2: Market and Technical Analysis - The recent surge in the gold market has contributed to the stock's performance, with multiple stocks in the gold sector showing significant gains on January 28, 2026, creating a sector-wide effect [2]. - Technical analysis indicates a significant inflow of main funds into Chifeng Gold, leading to its strong limit-up performance, with the MACD indicator forming a bullish crossover, suggesting a short-term upward trend [2].

Group 1 - The core viewpoint of the news highlights the significant rise in the stock price of Chifeng Gold, which reached 46.86 yuan with a 10.00% increase, resulting in a total market capitalization of 89.053 billion yuan and a trading volume of 6.158 billion yuan, reflecting a turnover rate of 8.11% [1] - Market speculation around Chifeng Gold is driven by multiple favorable factors, including the continuous rise in international gold prices, which has increased overall attention on the gold sector [1] - Chifeng Gold has disclosed a performance forecast for 2025, expecting a net profit attributable to shareholders of 3 billion to 3.2 billion yuan, representing a year-on-year growth of 70% to 81%, primarily due to stable gold production and rising sales prices [1] Group 2 - The international spot gold price has repeatedly set historical records, with global institutions continuously raising their gold price forecasts [1] - Central banks and sovereign wealth funds are increasing their gold holdings, further enhancing the demand for gold as an asset allocation choice [1] - Uncertainties in geopolitical situations, the global trend of de-dollarization, and concerns over the credibility of fiat currencies are collectively driving up the demand for gold assets [1]

基本面的扎实表现亦为黄金股提供了基本面的底气。以赤峰黄金为例，公司在三季报中展现了强劲的业 绩弹性：报告期内实现营业收入86.44亿元，同比增长38.91%；归母净利润20.58亿元，同比大幅增长 86.21%；基本每股收益增至1.14元/股，增幅达70.15%。单季度来看，第三季度实现营收33.72亿元(同比 +66.39%)，归母净利润9.51亿元(同比+140.98%)，业绩在高基数基础上加速提升。这主要得益于公司矿 金产量弹性的持续释放、多金属产量的稳定提升，以及黄金价格中枢的上行。 研报认为，在金价上涨的背景下，黄金资源股盈利预期增强，且目前黄金股估值仍处于较低水平，配置 机会凸显。 消息面上，国际金价的强劲表现是推动板块上涨的核心驱动力。现货黄金持续刷新历史新高，截至发稿 已报5221美元/盎司。受此提振，国内黄金饰品价格亦大幅上调。据当日多家黄金珠宝品牌公布的价格 显示，周生生足金首饰报价1614元/克，周大福报价1618元/克，老凤祥报价1620元/克，老庙黄金报价 1612元/克，终端市场呈现出浓厚的看涨氛围。 华西证券研报分析指出，本轮金价上涨具备坚实的宏观基本面支撑。随着12月降息落地， ...

国际金价续涨再创新纪录，港股市场黄金股走强，其中，招金矿业、赤峰黄金、山东黄金涨超4%，潼 关黄金涨近3%，万国黄金集团、灵宝黄金、港银控股涨超2%，紫金矿业、龙资源、坛金矿业、中国白 银集团、紫金黄金国际涨超1%。值得注意的是，赤峰黄金、山东黄金、灵宝黄金均创出历史新高。 消息面上，受美国政策不确定性上升及日元强势反弹影响，隔夜美元指数暴跌，一度跌至95.51，创 2022年2月以来新低。美元下跌进一步刺激金价走强。现货黄金今日盘中升至5224美元/盎司，再创历史 新纪录。 相关事件 | 代码 | 名称 | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | 01818 | 招金矿业 | 4.58% | 40.180 | 1423.33亿 | 30.71% | | 06693 | 赤峰黄金 | 4.70% | 43.660 | 829.72 Z | 46.71% | | 01787 | 山东黄金 | 4.33% | 49.160 | 2266.24亿 | 42.08% | | 00340 | 滝关黄金 | 3.72% | ...

智通财经APP获悉，黄金股延续近期涨势，截至发稿，招金矿业(01818)涨2.92%，报39.54港元；赤峰黄 金(06693)涨2.88%，报42.9港元；山东黄金(01787)涨2.16%，报48.14港元。 消息面上，1月28日早盘，国际现货黄金突破5200美元/盎司关口，继续创下历史新高。匈牙利央行行长 瓦尔加表示，匈牙利可能考虑提高央行储备中黄金的占比。根据世界黄金协会1月最新数据，截止2025 年11月，匈牙利黄金储备为110吨，在外汇储备中占比是25.5%。而波兰央行已在当地时间1月20日表 示，已批准一项购买多达150吨黄金的计划，此举将使波兰的黄金储备总量增加到700吨。 中信证券首席经济学家明明表示，本轮贵金属牛市成因复杂，投资者对美联储宽松货币政策的预期是推 动贵金属价格上涨的最重要因素。此外，美国经济下行压力、美国通胀黏性、逆全球化趋势再抬头风险 以及全球地缘政治不确定性等因素也共同起到了推升贵金属价格的作用。 ...

Group 1 - The Hang Seng Index opened up 0.73% and the Hang Seng Tech Index rose by 0.56%, indicating a positive market sentiment at the beginning of the year [1] - The precious metals sector showed strong performance, with Zijin Mining rising over 2% and Chifeng Jilong Gold Mining increasing by over 4% [1] - The biopharmaceutical sector also performed well, with CanSino Biologics increasing by over 3%, and Longi Green Energy saw a significant rise of over 14% [1] Group 2 - According to China Merchants International, the Hong Kong stock market is currently in an earnings vacuum period, with high growth expectations for new economy sectors boosting market confidence [2] - The appreciation of the Renminbi is favorable for Hong Kong stocks, and domestic policies focusing on technological innovation and expanding domestic demand are expected to positively influence the market [2] - The market is gradually forming a complete AI industry chain listing system, attracting capital and alleviating IPO fundraising pressure [2] - The first two months of the year will see a reduction in the scale of lock-up releases, easing selling pressure [2] - The combination of early-year profit switching and valuation switching is expected to lead to a "spring rally," favoring growth styles [2] Group 3 - According to Fuguo Fund, the Hong Kong market is likely to maintain a volatile consolidation pattern, driven by global trade tensions, the Federal Reserve's monetary policy, and the strength of domestic economic recovery [2] - Huatai Securities believes that a continued rebound in the Hong Kong market is expected in the first quarter, focusing on space while downplaying slope [2] - Key sectors to watch include the AI chain (semiconductors, software) and innovative pharmaceuticals, with a recommendation to gradually accumulate quality consumer leaders and overweight cyclical and upstream power sectors [2] Group 4 - Zheshang International is optimistic about sectors benefiting from policy support, such as new energy, innovative pharmaceuticals, and AI technology [2] - The company also highlights the stability of performance and stock price trends in undervalued state-owned enterprises benefiting from policy support, as well as local Hong Kong banks, telecommunications, and public utility dividend stocks that are relatively independent of the economic cycle [2] - The performance of the Hong Kong stock market in spring 2026 is expected to be driven by "AI applications + PPI improvement + expanded domestic demand," with a recommendation to focus on related quality targets [2]