2026.02. 02 本文字数：2119，阅读时长大约4分钟 作者 | 第一财经 齐琦 黄金白银跌势延续。 截至发稿，现货白银失守75美元/盎司，跌超11%。现货黄金开盘下挫，现报4703美元/盎司，盘中最低触及每盎司4583美元。 2月2日，国内市场"接棒"国际贵金属市场史诗级暴跌，国内商品期市午盘大面积收跌，沪银、钯、铂跌停，沪金跌11.68%；基本金属全部下跌，沪锡跌 停；能源品、黑色系、化工品纷纷跟跌。 A 股 市 场 上 ， 贵 金 属 、 有 色 板 块 亦 大 面 积 重 挫 ， 中 金 黄 金 （ 600489.SH ） 、 四 川 黄 金 （ 001337.SZ ） 、 白 银 有 色 （ 601212.SH ） 、 豫 光 金 铅 （600531.SH）等多股跌停。黄金股ETF、黄金股票ETF开盘跌停，国投白银LOF今日复牌后一字跌停。 "在这一急涨与暴跌交织的巨震面前，任何点位测算都显得苍白且无力，"中金公司最新发布的研究报告分析称，金价显然已超越单纯的基本面主导，传 统的黄金测算模型如实际利率已失效。影响更大的地缘与货币体系重构因素，目前没有具体兑现时间，短期留给市场想象空间。投资者 ...

黄金白银跌势延续。 截至发稿，现货白银失守75美元/盎司，跌超11%。现货黄金开盘下挫，现报4703美元/盎司，盘中最低 触及每盎司4583美元。 A股市场上，贵金属、有色板块亦大面积重挫，中金黄金（600489.SH）、四川黄金（001337.SZ）、白 银有色（601212.SH）、豫光金铅（600531.SH）等多股跌停。黄金股ETF、黄金股票ETF开盘跌停，国 投白银LOF今日复牌后一字跌停。 "在这一急涨与暴跌交织的巨震面前，任何点位测算都显得苍白且无力，"中金公司最新发布的研究报告 分析称，金价显然已超越单纯的基本面主导，传统的黄金测算模型如实际利率已失效。影响更大的地缘 与货币体系重构因素，目前没有具体兑现时间，短期留给市场想象空间。投资者需警惕，黄金急涨急跌 由情绪和资金驱动，节奏难以把握。 大面积跌停，交易所紧急通知 越来越多的投机者被限制交易。深交所上周五表示，部分投资者在"国投白银LOF"等基金产品交易过程 中存在影响基金正常交易秩序的异常交易行为，对相关投资者采取了暂停交易等自律监管措施。 早前（1月26日），上海期货交易所发现3组16名客户在锡、白银期货品种交易中涉嫌未申报实际控制关 ...

黄金和白银价格经历史诗级暴涨后急剧下跌，机构对短期走势持谨慎态度，但部分机构仍长期看多贵金 属。 黄金白银跌势延续。 截至发稿，现货白银失守75美元/盎司，跌超11%。现货黄金开盘下挫，现报4703美元/盎司，盘中最低 触及每盎司4583美元。 2月2日，国内市场"接棒"国际贵金属市场史诗级暴跌，国内商品期市午盘大面积收跌，沪银、钯、铂跌 停，沪金跌11.68%；基本金属全部下跌，沪锡跌停；能源品、黑色系、化工品纷纷跟跌。 A股市场上，贵金属、有色板块亦大面积重挫，中金黄金（600489.SH）、四川黄金（001337.SZ）、白 银有色（601212.SH）、豫光金铅（600531.SH）等多股跌停。黄金股ETF、黄金股票ETF开盘跌停，国 投白银LOF今日复牌后一字跌停。 "在这一急涨与暴跌交织的巨震面前，任何点位测算都显得苍白且无力，"中金公司最新发布的研究报告 分析称，金价显然已超越单纯的基本面主导，传统的黄金测算模型如实际利率已失效。影响更大的地缘 与货币体系重构因素，目前没有具体兑现时间，短期留给市场想象空间。投资者需警惕，黄金急涨急跌 由情绪和资金驱动，节奏难以把握。 大面积跌停，交易所紧急通知 ...

Group 1 - The A-share market saw a significant decline in gold-related stocks, with over 20 stocks hitting the 10% limit down, including notable companies like Xiaocheng Technology, Tongling Nonferrous Metals, and China Gold [1] - Gold prices continued to retreat, with spot gold dropping to $4,586.16 per ounce, a decrease of 18% from last week's historical high of $5,595.44 [1] - Spot silver also experienced a substantial decline, falling to $76.967 per ounce, which is a 36.7% drop from last week's peak of $121.6485 [1] Group 2 - Xiaocheng Technology reported a decline of 17.08%, with a total market value of 15.3 billion [2] - Tongling Nonferrous Metals saw a decrease of 10.04%, with a market capitalization of 99.8 billion [2] - Other companies like Baijin Nonferrous Metals and Hengbang Shares also faced declines of 10.02% and 10.02%, respectively, with market values of 91.1 billion and 26.6 billion [2]

Core Viewpoint - The precious metals sector, particularly gold and silver, is experiencing significant declines, with multiple stocks and ETFs hitting their lower limits amid a market crash. Group 1: Market Performance - The precious metals sector opened significantly lower on Monday, with gold and silver stocks leading the decline, resulting in over thirty stocks hitting their daily limit down [1][8] - On January 30, the international precious metals market saw a dramatic drop, with spot gold peaking at a decline of over 12% and ultimately closing down by 9.52%. Spot silver experienced a peak drop of 36%, closing down by 26.9% [2][9] - The Shanghai gold futures contract saw a drop of over 15% at one point during the day, with the decline narrowing to 11.08% by the time of reporting [3][10] Group 2: ETF Performance - Multiple gold stock ETFs, including the Industrial and Commercial Bank of China Gold ETF, opened at their lower limits, with significant declines noted: - ICBC Gold ETF at 2.084, down 10.02% - Gold Stock ETF at 1.977, down 10.01% - Other ETFs also reported declines of around 10% [2][9] Group 3: Regulatory Response - The Shanghai Gold Exchange issued an urgent notice to adjust margin levels and price fluctuation limits for silver futures contracts due to the high volatility in silver prices [7][14]

数据显示，富国基金旗下1只基金重仓豫光金铅。富国中证价值ETF（512040）四季度增持14.4万股， 持有股数206.32万股，占基金净值比例为1.11%，位居第七大重仓股。根据测算，今日浮亏损失约 460.09万元。 富国中证价值ETF（512040）成立日期2018年11月7日，最新规模21.86亿。今年以来收益8.4%，同类排 名1653/5579；近一年收益29.63%，同类排名2554/4285；成立以来收益180.91%。 富国中证价值ETF（512040）基金经理为曹璐迪、苏华清。 2月2日，豫光金铅跌停，截至发稿，报20.08元/股，成交630.31万元，换手率0.03%，总市值242.82亿 元。 资料显示，河南豫光金铅股份有限公司位于河南省济源市荆梁南街1号，成立日期2000年1月6日，上市 日期2002年7月30日，公司主营业务涉及有色金属冶炼及经营,化工原料的销售;贵金属冶炼;金银制品销 售。主营业务收入构成为：银产品25.90%，铜产品25.75%，铅产品21.74%，金产品21.38%，锑产品 1.66%，锌产品1.65%，其他1.27%，硫酸0.66%。 从基金十大重仓股角度 ...

今早有色板块继续大面积低开，贵金属方向领跌，白银有色、湖南白银、豫光金铅、中金黄金、晓程科 技等三十余股跌停。消息面上，1月30日，国际贵金属市场出现崩盘式跳水，现货黄金盘中最高跌超 12%，最终收跌9.52%，报4865美元/盎司；现货白银盘中一度暴跌36%，最终收跌26.9%，报84.7美元/ 盎司。 ...

Core Viewpoint - The market for gold and silver has experienced significant declines, with spot gold dropping over 4% and spot silver falling more than 5%, indicating a bearish trend in precious metals [1][4]. Group 1: Market Performance - Spot gold is reported at $5,139.38 per ounce after a daily decline of over 4% [4]. - Spot silver is currently priced at $108.90 per ounce, reflecting a drop of more than 5% [4]. - The A-share market opened lower, with all three major indices declining by over 1%, led by the gold and base metals sectors [4]. Group 2: Stock Performance - Several gold and silver-related stocks have hit the daily limit down, including companies like 盛达资源 (Shengda Resources) and 中金黄金 (Zhongjin Gold), which both saw a 10% drop [4][5]. - Specific stock performances include: - 晓程科技 (Xiaocheng Technology) down 19.92% with a trading volume of 2.289 billion [5]. - 贵研铂业 (Guiyan Platinum) down 10.01% with a trading volume of 1.031 billion [5]. - 山东黄金 (Shandong Gold) down 10% with a trading volume of 3.775 billion [6]. Group 3: Risk Announcements - Multiple companies, including 白银有色 (Baiyin Yese) and 招金黄金 (Zhaojin Gold), issued risk warnings due to the volatility in precious metals prices [6][9]. - The domestic prices of gold jewelry have also seen a decline, with major brands like 周生生 (Chow Sang Sang) and 周大福 (Chow Tai Fook) adjusting their prices [6].

Core Viewpoint - The A-share market for gold-related stocks experienced a significant decline, with major stocks dropping sharply following a sudden crash in gold and silver prices, indicating a potential reversal in the market trend [1][2]. Group 1: Market Performance - On January 30, gold concept stocks collectively fell, with notable declines including Xiaocheng Technology down nearly 18%, Feinan Resources down over 15%, and Mankalon down over 14% [1]. - Several other stocks, including Cuihua Jewelry, Yuguang Jin铝, and Shengda Resources, hit the 10% daily limit down [1]. Group 2: Price Fluctuations - Overnight, gold prices plummeted from nearly $5,600 to around $5,100, while silver prices dropped from $121 to below $107 [1]. - Analysts suggest that this rapid and significant correction in gold and silver prices may indicate that the prices have reached recent highs, with implications for future market movements [1]. Group 3: Stock Data Summary - Xiaocheng Technology: -17.97% with a market cap of 19 billion and a year-to-date increase of 128% [2]. - Feinan Resources: -15.23% with a market cap of 11.6 billion and a year-to-date increase of 31.93% [2]. - Mankalon: -14.47% with a market cap of 5.205 billion and a year-to-date increase of 22.90% [2]. - Other notable declines include Diah Shares (-10.56%), Cuihua Jewelry (-10.02%), and Yuguang Jin铝 (-10.00%) [2].

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 ...