1月29日，上证指数上涨0.16%，深证成指下跌0.3%，创业板指下跌0.57%。盘后龙虎榜数据显示，共有55只个股 因当日异动登上龙虎榜，资金净流入最多的是铜陵有色（000630.SZ），达4.72亿元。 据21投资通智能监测，39只个股龙虎榜出现了机构的身影，北向资金参与龙虎榜中的个股共涉及30只。 4.72亿资金抢筹铜陵有色，2.12亿资金出逃四川黄金 55只上榜的龙虎榜个股中，26只个股被净买入，29只个股被净卖出。其中，资金净买入最多的是铜陵有色，达 4.72亿元，占总成交金额的3.34%。铜陵有色当日收盘上涨10.06%，换手率为14.33%。 | 名称 | 涨跌幅 | 龙虎榜净买 | 净买额占 | 换手率 | 解读 | | --- | --- | --- | --- | --- | --- | | | | 额(万元) | 总成交比 | | | | 铜陵有色 | 10.06% | 47245 | 3.34% | 14.33% | 主力做T,成功率4 | | | | | | | 6.61% | | 泸州老窖 | 10% | 41070 | 8.82% | 2.65% | 4家机构买入,成功 | | ...

Core Viewpoint - The non-ferrous copper sector has experienced a strong rally, with several key stocks reaching their daily limit up, indicating significant investor interest and potential growth in this industry. Group 1: Key Companies and Their Performance - Silver (core stock) YS (601212.SH) latest stock price: 15.19 yuan, daily increase: +10.00% (limit up), covers the entire copper-lead-zinc mining and smelting industry chain, with rich copper resources including the domestic Huoyanshan mine and the acquired Cerro Verde copper mine in Peru [1] - Yuguang Gold Lead (600531.SH) latest stock price: 24.97 yuan, daily increase: +10.00% (5 consecutive limit ups), specializes in lead, zinc, copper smelting, and precious metal recycling, with internationally leading "double-bottom blowing continuous copper smelting" technology [2] - Western Gold (601069.SH) latest stock price: 48.69 yuan, daily increase: +10.00% (limit up), besides its main gold business, it has a stake in the Xinjiang Meide Kangte Bahasu copper polymetallic mine with rich copper reserves [3] - Northern Copper Industry (000737.SZ) latest stock price: 12.87 yuan, daily increase: +10.00% (limit up), the largest copper mining and smelting enterprise in North China, with significant potential for new resources in the deep layers of the copper mine [4] - Tongling Nonferrous Metals (000630.SZ) latest stock price: 9.19 yuan, daily increase: +10.00% (limit up), known as the "cradle of copper industry in New China," leading in domestic cathode copper production capacity, with rich copper reserves including the domestic and Ecuadorian Mirador copper mines [5] - Yunnan Copper (000878.SZ) latest stock price: 13.79 yuan, daily increase: +8.70%, the second-largest copper smelting enterprise under Chinalco, with three major smelting bases and rich resources including the planned acquisition of the Pulang copper mine [6] - Feinan Resources (301500.SZ) latest stock price: 31.34 yuan, daily increase: +10.00% (limit up), a leader in hazardous waste disposal and recycling of non-ferrous metals, producing electrolytic copper through recycling waste copper [8] - Jiangxi Copper (600362.SH) latest stock price: 28.52 yuan, daily increase: +7.84%, the largest copper production base and cathode copper supplier in China, with a complete industry chain and actively acquiring large copper mine projects in Ecuador [9] - Electric Alloy (300697.SZ) latest stock price: 16.66 yuan, daily increase: +5.18%, a well-known domestic producer of copper alloy products, serving major international manufacturers like Schneider and ABB [10] - Hunan Silver (core stock) (002716.SZ) latest stock price: 5.04 yuan, daily increase: +10.04% (limit up), specializes in silver and electrolytic copper, with core mining operations at Baoshan Mining's Yanggui lead-zinc mine, which has associated copper resources [11] - Zhongjin Gold (600489.SH) latest stock price: 13.99 yuan, daily increase: +6.30%, primarily focused on gold, with abundant associated copper resources from its mines in Inner Mongolia and Tibet [12] - Zinc Industry Co., Ltd. (000751.SZ) latest stock price: 3.33 yuan, daily increase: +9.90%, specializes in zinc smelting and comprehensive recovery of copper, gold, silver, and other valuable metals [13] - Hengbang Co., Ltd. (002237.SZ) latest stock price: 14.48 yuan, daily increase: +9.98%, focused on gold smelting with a by-product of electrolytic copper, with an annual capacity of 65,000 tons [15] - Jincheng Mining (603979.SH) latest stock price: 51.67 yuan, daily increase: +10.00% (limit up), driven by "mining services + resources," with key copper projects in Congo (Kinshasa), Zambia, and Colombia [16] - Western Mining (601168.SH) latest stock price: 21.07 yuan, daily increase: +10.00% (limit up), one of the largest non-ferrous metal mining companies in the west, owning the Yulong copper mine, the second-largest single copper mine in China [17]

共52只个股出现了机构的身影。 | 阴用共亚 | 1 V.V 1 /0 | 61 JU.VV | | --- | --- | --- | | 潜能恒信 | 20.00% | -3028.65 | | 准油股份 | 10.04% | -3334.69 | | 锌业股份 | 7.45% | -3425.86 | | 晓程科技 | 19.52% | -6443.25 | | 火炬田子 | -10.01% | -6700.45 | | 洲际油气 | 10.06% | -6948.66 | | 北方铜业 | 10.00% | -9979.30 | | 铜陵有色 | 10.06% | -14094.42 | | 北化股份 | -9.99% | -14498.79 | | 萃华珠宝 | -10.03% | -16479.46 | | 招金黄金 | 9.99% | -19436.77 | | 五粮液 | 10.00% | -29093.00 | | 振石股份 | 121.65% | -32296.93 | | 江西铜业 | 9.56% | -50507.89 | | 白银有色 | 9.99% | -69502.27 | 第□ ...

Group 1 - The "gold" concept sector in the A-share market is performing exceptionally well, with several key stocks leading the gains [1] - Silver (core stock) Youse (601212.SH) has a latest price of 15.19 CNY, with a daily increase of +9.99%, being a major player in the non-ferrous metals industry with rich overseas gold resource reserves [1] - Yuguang Gold Lead (600531.SH) has a latest price of 24.79 CNY, with a daily increase of +9.98% (5 consecutive trading days), focusing on lead and copper smelting while also recovering gold and other associated metals [1] - Hunan Gold (002155.SZ) has a latest price of 33.64 CNY, with a daily increase of +10.01% (4 consecutive trading days), possessing a complete gold mining and smelting industrial chain [1] - Zhaojin Gold (000506.SZ) has a latest price of 28.52 CNY, with a daily increase of +9.99% (4 consecutive trading days), controlling the Fiji Vatukoula gold mine with abundant mining resources [1] - Western Gold (601069.SH) has a latest price of 48.69 CNY, with a daily increase of +10.01% (2 consecutive trading days), being a leading gold company in Xinjiang with a complete industrial chain and rich gold resources from owned and acquired mines [1] - Tongling Nonferrous Metals (000630.SZ) has a latest price of 9.19 CNY, with a daily increase of +10.06% (2 consecutive trading days), being a large-scale copper producer benefiting from rising gold prices as a by-product [1] - Xiaocheng Technology (300139.SZ) has a latest price of 84.38 CNY, with a daily increase of +19.52% [1] Group 2 - Sichuan Gold (001337.SZ) has a latest price of 73.53 CNY, with a daily increase of +9.98%, owning the largest operating gold mine in Sichuan Province (Suoluo River Gold Mine) with considerable gold metal resources [3] - Jiangxi Copper (600362.SS) has a latest price of 70.47 CNY, with a daily increase of +9.56%, being a comprehensive production base for copper and gold, currently advancing the acquisition of a large copper-gold mine project in Ecuador with significant resource potential [4] - Zhongjin Gold (600489.SH) has a latest price of 41.00 CNY, with a daily increase of +8.72%, serving as the main listed platform for China Gold Group, a pioneer in the domestic gold industry with abundant gold resource reserves and a solid leading position [5]

| 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | --- | | 1 | 西南证券股份有限公司山西分公司 | 1次 0.00% | 2 | 35941.47 | 3.19% | | 2 | 瑞银证券有限责任公司上海花园石桥路证券营业部 | 440次 46.82% | | 30767.98 | 2.73% | | 3 | 护股通专用 | 699次 48.64% | | 26133.56 | 2.32% | | 4 | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券营业部 | 629次 42.93% | | 11213.66 | 0.99% | | 5 | 东方财富证券股份有限公司昌都两江大道证券营业部 | 233次 35.62% | | 8347.60 | 0.74% | 江西铜业(600362.SH)今日涨9.56%，换手率8.15%，成交额112.74亿元。龙虎榜数据显示，一家机构位列卖一席位，卖出5.05亿元；游资"量化基金"位列买 二、买四、卖四及卖五席位，净买入2.49亿元。(格隆汇) | 买入金额最大 ...

Group 1 - The industrial metal sector increased by 2.62% on January 29, with Yiqiu Resources leading the gains [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] - Notable gainers in the industrial metal sector included Yiqiu Resources, which rose by 10.08% to a closing price of 4.37, and Tongling Nonferrous Metals, which increased by 10.06% to 9.19 [1] Group 2 - The industrial metal sector experienced a net outflow of 7.772 billion yuan from institutional investors, while retail investors saw a net inflow of 6.846 billion yuan [2] - The top losers in the industrial metal sector included Yian Technology, which fell by 6.03% to a closing price of 16.82, and Guocheng Mining, which decreased by 5.63% to 29.14 [2] Group 3 - Major stocks with significant net inflows included Ding Sheng New Materials, which had a net inflow of 138 million yuan, and Yiqiu Resources with a net inflow of 128 million yuan [3] - Conversely, stocks like Yunnan Copper experienced a net outflow of 226 million yuan from speculative funds [3]

Group 1 - The A-share non-ferrous metal sector experienced a significant rebound after an initial drop, with the non-ferrous ETF Huatai-PineBridge (159652) rising over 3% in the afternoon session, completing an adjustment with a net subscription of 1 million shares, amounting to over 200 million CNY [1] - The trading volume exceeded 800 million CNY, with a turnover rate surpassing 10%, indicating active market participation [1] - Key stocks in the sector saw substantial gains, with companies like Tongling Nonferrous Metals, Northern Copper, and Shenghe Resources hitting the daily limit, while Jiangxi Copper and Yunnan Copper rose over 7% and 9% respectively [1] Group 2 - The non-ferrous ETF Huatai-PineBridge (159652) attracted significant capital inflow, with over 480 million CNY in the last 5 days and over 1.5 billion CNY in the last 20 days, bringing its total scale to 7.348 billion CNY [2] - The precious metals market remains strong, with COMEX gold prices surpassing 5600 USD, reaching a record high, and the Shanghai gold futures contract breaking through the 1200 CNY per gram mark, with a monthly increase of over 25% [2] - The metal industry is entering a weak supply cycle, with global mining supply expected to remain rigid until 2028, while demand is anticipated to rise due to green energy transitions and new production capabilities [2]

Group 1 - The core viewpoint of the article highlights a significant increase in copper prices, with the Shanghai copper futures rising by 6% to 108,740 yuan per ton and LME copper exceeding 6% to reach 13,936 USD per ton, marking a new high [1] - Chinese copper stocks have shown strong performance, with notable increases: China Nonferrous Mining (01258) up 7.56% to 18.36 HKD, Jiangxi Copper (00358) up 4.92% to 52.25 HKD, and Minmetals Resources (01208) up 4.39% to 11.65 HKD [1] - Analysts from Huayuan Securities suggest that due to insufficient capital expenditure in copper mining and frequent supply disruptions, the copper supply-demand balance may shift from "tight balance" to "shortage," with potential for copper prices to rise further as the Federal Reserve enters a rate-cutting cycle [1] Group 2 - Galaxy Securities indicates that with macroeconomic positioning becoming more accommodative in both China and the U.S., and the copper-to-gold ratio at an absolute low, the financial attributes of copper are strengthening [1] - The market is transitioning from a loose to a tight balance due to supply mismatches, and a long-term upward trend in copper prices is expected to continue, with price levels anticipated to rise [1]

金属铜板块午后持续拉升，铜陵有色、云南铜业涨停，北方铜业此前封板，江西铜业、西部矿业跟涨。 消息面上，LME铜价延续涨势，首次突破14000美元大关。 ...

Group 1 - The core viewpoint of the article highlights a significant increase in copper stocks, driven by rising copper prices and favorable market conditions [1] - As of January 29, the main copper futures contract in Shanghai surged by 6%, reaching 108,740 yuan per ton, while LME copper rose over 6% to 13,936 USD per ton, marking a new high [1] - Companies such as China Nonferrous Mining (up 7.56% to 18.36 HKD), Jiangxi Copper (up 4.92% to 52.25 HKD), and Minmetals Resources (up 4.39% to 11.65 HKD) experienced notable stock price increases [1] Group 2 - Huayuan Securities indicates that in the medium to long term, insufficient capital expenditure in copper mining and frequent supply disruptions may shift the copper supply-demand balance from "tight equilibrium" to "shortage" [1] - The profit cycle for copper smelting is expected to bottom out against the backdrop of "anti-involution," coupled with the Federal Reserve entering a rate-cutting cycle, suggesting potential upward movement in copper prices [1] - Galaxy Securities believes that with macroeconomic positioning in China and the U.S. becoming more accommodative, and the copper-to-gold ratio at an absolute low, the financial attributes of copper are strengthening, leading to a transition from a loose to a tight balance in the market, with expectations of a sustained long-term upward trend in copper prices [1]