26日盘中，现货黄金突破5000美元/盎司大关，续创历史新高；现货白银一度大涨超5%。 中信建投（601066）证券指出，地缘风险再度上升，避险资金不断融入黄金市场。全球白银的库存扣除 ETF锁定的部分，可流动的白银体量仍旧偏低，白银作为黄金的价格放大器，涨幅更为突出。押注美联 储鸽派掌门人接班造成的美元信用弱化及地缘冲突风险抬升，避险配置及央行购金行为延续，强化贵金 属牛市格局。 黄金概念26日盘中再度走高，截至发稿，湖南黄金（002155）、盛达资源（000603）、中国黄金 （600916）、豫光金铅（600531）等均涨停，中金黄金（600489）、白银有色（601212）、招金黄金 （000506）等涨超8%。值得注意的是，盛达资源、豫光金铅、中国黄金已连续两个交易日涨停。 ...

| 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | Hટા | 恒生指数 | 26844.04c | 94.53 | 0.35% | | HSTECH | 恒生科技 | 5801.15 c | 3.14 | 0.05% | | HSBIO | 恒生生物科技 | 15924.23c | -12.84 | -0.08% | | HSCEI | 恒生中国企业指数 | 9188.19c | 27.38 | 0.30% | | HSCI | 恒生综合指数 | 4135.95c | 13.37 | 0.32% | 贵金属板块大涨，老铺黄金现涨超11%，中国白银集团涨超8%，赤峰黄金涨超7%，紫金矿业、山东黄 金、珠峰黄金、灵宝黄金、中国黄金国际等涨超5%。 科网股多数下跌，小鹏汽车跌近4%，百度集团、哔哩哔哩、快手跌超3%，蔚来、零跑汽车跌超2%；腾 讯音乐涨超3%。 1月26日，香港恒生指数开盘涨0.35%，恒生科技指数涨0.05%。 | 代码 | 名称 | 规价 | 消歧 | A 涨跌幅 | | --- | --- | --- | --- | - ...

每经AI快讯，中国黄金涨停走出2连板，2天累计涨幅达21.0%。 每经AI快讯，中国黄金涨停走出2连板，2天累计涨幅达21.0%。 ...

Group 1 - The article highlights the top 20 stocks in the S&P China A-Share Dividend Opportunities Index (CSPSADRP) as of January 23, 2026, showcasing significant price increases and dividend yields [1][11]. - The stock with the highest daily increase is Aotaiwei (688516.CH) at 20.00%, with a year-to-date increase of 98.87% and a dividend yield of 2.80% [1][11]. - Other notable stocks include China Gold (600916.SH) with a daily increase of 10.02% and a year-to-date increase of 13.13%, and Weichai Power (000338.SZ) with a year-to-date increase of 36.63% [1][11]. Group 2 - The fundamental metrics of the index include a historical price-to-earnings ratio of 11.07 times, a price-to-book ratio of 1.34 times, and an expected dividend yield of 4.76% [3][12]. - The index consists of 1009 constituent stocks, with adjustments made biannually in January and July, ensuring no single stock exceeds 3% weight and no GICS sector exceeds 33% weight [4][13].

Group 1: Gold Market Dynamics - International gold prices are experiencing fluctuations, leading to adjustments in domestic high-end jewelry brand prices, with Chow Tai Fook quoting 1455 CNY/gram, Lao Feng Xiang at 1456 CNY/gram, and others around 1453 CNY/gram for gold [1] - Platinum prices remain high at around 940 CNY/gram, while discounts on gold jewelry are increasing, reflecting a cautious consumer sentiment and a relatively quiet market [1] Group 2: RMB Gold Prices - The Shanghai Gold Exchange reports the RMB-denominated gold spot price at 1047.60 CNY/gram, a slight increase of 2.33 CNY or 0.223% from the previous day, with a trading range between 1042.74 CNY and 1048.50 CNY [6] - Retail prices for gold jewelry or bars are higher than the exchange prices due to additional costs such as design and processing, influenced by international market fluctuations, exchange rates, and domestic supply and demand [6] Group 3: Financial Institutions Gold Bar Prices - Various financial institutions have set their gold bar prices, with China Construction Bank at 1050.74 CNY/gram, Industrial and Commercial Bank at 1050.58 CNY/gram, and others ranging from 1049.2 CNY to 1096.5 CNY per gram [7][8][9][10][11][12][13] Group 4: Wholesale and Retail Price Differences - The wholesale price for gold in Shui Bei is approximately 1203 CNY/gram, with significant price differences compared to retail prices, which can be attributed to store rent, operational costs, and brand premiums [14] - The pricing structure for jewelry includes "gold value + processing fee + brand premium," indicating a need for consumers to be aware of the price alignment with base gold prices when investing [14] Group 5: Domestic Gold Price Trends and Market Analysis - Current gold prices are reported at 1047.00 CNY/gram, with a slight increase of 0.11%, while platinum prices are at 606.79 CNY/gram, reflecting a 0.72% increase [15] - Despite rising gold prices, consumer purchasing enthusiasm is declining, with a reported 7.95% year-on-year decrease in gold consumption and a 32.50% drop in gold jewelry consumption in the first three quarters of 2025 [15] Group 6: Retail Strategies and Market Outlook - Brands are adopting strategies like trade-in programs to lower consumer purchase barriers, while research indicates that retailers need to enhance profit margins per gram of gold jewelry and optimize product offerings [16] - The technical structure of gold prices remains in an upward channel, but with weakening momentum, influenced by a strong dollar and rising real interest rates, which increase the opportunity cost of holding gold [17]

Group 1 - The international gold price is reported at $4986.5 per ounce, while international palladium is at $2001.7 per ounce, and international silver is at $103.21 per ounce [1] - Domestic gold price is reported at ¥1124.0 per gram [1] Group 2 - Major domestic gold retailers have varying prices, with Chow Tai Fook at ¥1553 per gram being the highest, and Caibai Jewelry at ¥1498 per gram being the lowest [1] - Other notable prices include: Chow Sang Sang at ¥1551 per gram, and several brands including Liufu Jewelry, Xie Rui Lin, Jin Zun, Chao Hong Ji, Lao Miao, and Lao Feng Xiang all priced at ¥1553 per gram, while China Gold is at ¥1498 per gram, and Zhou Liu Fu at ¥1541 per gram [1]

2026年1月18日，国际金价下探至4595.5美元/盎司，国内金价小幅调整，市场呈现显著分化：品牌金店报价高企且波动微小，水贝批发市场与回收价格相对 低迷， 投资风向亦发生转变，轻克重产品、金条及金币成为主流，数据显示，2025年前三季度金条及金币消费量同比激增46.02%，传统首饰消费相对疲软。婚庆 群体倾向于"金条 首饰"的组合配置，年轻群体热衷于0.1克金箔等低总价产品以规避风险，银行积存金定投与黄金ETF因门槛低、流动性好，成为小额投资 者的重要渠道，相关ETF规模与收益率均表现亮眼。 三、回收市场与行业生存挑战 回收市场成为检验黄金价值的试金石，品牌首饰的高买低卖矛盾凸显，购买价1400元/克的项链，回收时仅值约974元，巨大的价格落差使消费者更关注变现 折损率而非新款设计，部分地区回收交易量同比下滑40%，甚至出现商家因资金压力暂停回收的情况。 人民币计价黄金价格同步下调， 央行购金热潮亦不减，黄金战略避险属性持续强化。 一、黄金市场价格 国际贵金属市场整体呈现震荡格局，现货黄金收于4596.44美元/盎司，下跌19.05美元，跌幅0.41%；现货白银重挫2.63%至89.94美元；现货铂金与钯 ...

Group 1 - The international gold price is reported at $4982.5 per ounce, while international palladium is at $1994.7 per ounce, and international silver is at $100.81 per ounce. The domestic gold price is at ¥1111.0 per gram [1] - Major domestic gold retailers have varying prices, with Lao Miao Gold at ¥1548 per gram as the highest and Cai Bai Jewelry at ¥1485 per gram as the lowest. Other notable prices include Chow Tai Fook at ¥1542, Chow Sang Sang at ¥1545, and Liufuk Jewelry at ¥1542 per gram [1]

Core Viewpoint - The strong performance of China Gold (600916) on January 23, 2026, is attributed to a combination of market sentiment, external factors, and the overall bullish trend in the gold sector, leading to a significant increase in stock price and trading volume [1][2]. Group 1: Stock Performance - China Gold's stock reached a limit-up of 10.02%, closing at 9.22 yuan, an increase of 0.84 yuan from the previous trading day [1]. - The trading exhibited a "limit-up - opening - re-limit-up" pattern, with a total transaction volume of 1.32 billion yuan and a turnover rate of 4.69% [1]. - The stock's strong performance ignited market discussions, with a notable increase in activity on stock forums, reflecting a slight bullish sentiment among investors [1]. Group 2: Market Drivers - The primary drivers of the stock's movement include expectations of interest rate cuts by the Federal Reserve, fluctuations in U.S. dollar credit, and geopolitical uncertainties, all contributing to heightened demand for gold as a safe-haven asset [1]. - The overall bullish sentiment in the gold sector, marked by global gold prices reaching historical highs, provided a robust external environment for individual stocks like China Gold [2]. - The trading characteristics suggest that some speculative investors may be taking advantage of the situation for short-term gains, indicating a prominent short-term trading feature [2].

Core Viewpoint - The jewelry sector experienced a significant increase of 4.34% on January 23, with Jin Yi Culture leading the gains [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4136.16, up 0.33% [1] - The Shenzhen Component Index closed at 14439.66, up 0.79% [1] - Key stocks in the jewelry sector showed notable price increases, with Jin Yi Culture rising by 10.06% to a closing price of 3.61 [1] Group 2: Stock Performance - China Gold (600916) increased by 10.02% to a closing price of 9.22, with a trading volume of 146.10 million [1] - Chao Hong Ji (002345) rose by 7.42% to a closing price of 14.33, with a trading volume of 34.21 million [1] - ST Xin Hua Jin (600735) saw a 5.00% increase, closing at 6.51, with a trading volume of 8.97 million [1] Group 3: Capital Flow - The jewelry sector saw a net inflow of 5.11 billion in main funds, while retail investors experienced a net outflow of 2.07 billion [1] - Major stocks like China Gold had a main fund net inflow of 4.05 million, but retail investors had a net outflow of 1.80 million [2] - Jin Yi Culture had a main fund net inflow of 1.79 million, with retail investors showing a net outflow of 9.38 million [2]