数据显示，长盛基金旗下1只基金重仓株冶集团。长盛战略新兴产业混合A（080008）四季度减持4.58万 股，持有股数13.14万股，占基金净值比例为1.99%，位居第四大重仓股。根据测算，今日浮亏损失约 30.09万元。 长盛战略新兴产业混合A（080008）成立日期2011年10月26日，最新规模1279.29万。今年以来收益 7.1%，同类排名3148/9000；近一年收益28.72%，同类排名4354/8193；成立以来收益221.08%。 长盛战略新兴产业混合A（080008）基金经理为杨衡。 截至发稿，杨衡累计任职时间13年103天，现任基金资产总规模3.93亿元，任职期间最佳基金回报 103.97%， 任职期间最差基金回报-26.89%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 2月2日，株冶集团跌停，截至发稿，报20.64元/股，成交1143.25万元，换手率0.07%，总市值221.44亿 元。 责任编辑：小 ...

[Table_Date] 2026 年 2 月 2 日 [Table_Title] 2025 年黄金需求同比增加 8%至 4999.4 吨，投资需求同 比增加 84%至 2175.3 吨 证券研究报告|行业动态报告 [Table_Title2] 有色金属 [Table_Summary] ►供给：2025 年黄金总供应量同比增长 1%，达到 5002.3 吨 生产商一直专注于全价风险敞口，对套期保值兴趣寥寥。黄金 矿商在 2025 年同样表现亮眼。然而，市场对金价下跌的中位 数预期可能促使部分参与者提高警惕。套期保值行为正从看涨 期权卖出转向看跌期权买入——尽管规模仍相对有限——这表 明矿商希望在保留上行风险敞口的同时获得下行保护。但要将 产量提升至当前水平之上仍将面临挑战。 ►需求：2025 年黄金需求（不考虑 OTC及其他）达到 4999.4 吨，同比增长 8% 2025 年，不考虑 OTC 及其他，黄金总需求同比增长 8%至 4999.4 吨。其中金饰制造 1638.0 吨，同比减少 19%；科技用金 322.8 吨，同比减少 1%；投资需求 2175.3 吨，同比增长 84%； 央行购金 863.3 吨 ...

证券日报网讯1月30日，株冶集团（600961）在互动平台回答投资者提问时表示，截至2026年1月20日， 公司股东总户数约为4.12万户。 ...

Summary of Key Points Core Viewpoint - On January 30, five listed companies announced plans for share reductions, while there were no reports of share increases in the A-share market on that day [1]. Group 1: Companies Announcing Share Reductions - Zhuhai Group: Shareholder Xiangtou Huizhi plans to reduce holdings by no more than 1% [2]. - China Electric Motor: Shareholder Wang Jianyu intends to reduce holdings by no more than 3% [2]. - Daily Interaction: The actual controller and several senior executives plan to reduce their shares [2]. - BlueFocus Communication Group: The largest shareholder Zhao Wenquan plans to reduce holdings by no more than 20 million shares [2]. - Liding Optoelectronics: Shareholder Yiwida Partnership intends to reduce holdings by no more than 2.92% [2]. Group 2: Market Signals - The MACD golden cross signal has formed, indicating a positive trend for certain stocks [2].

（记者 曾健辉） 每经AI快讯，株冶集团1月30日晚间发布公告称，截至本公告日，湖南湘投金冶私募股权投资基金企业 （有限合伙）持有株洲冶炼集团股份有限公司无限售条件流通股份约5844万股，占公司总股本的 5.45%。湘投金冶计划自本公告披露之日起15个交易日后3个月内，通过集中竞价交易方式减持公司股 份数量不超过约1073万股，减持比例不超过公司股份总数的1%。 每经头条（nbdtoutiao）——中国无人驾驶"军团"，"武装"阿布扎比 ...

证券日报网讯1月30日，株冶集团（600961）在互动平台回答投资者提问时表示，公司矿山及选矿厂定 期检修依批次按计划展开，预计2月下旬全面复工复产。 ...

| 股东名称 | 湖南湘投金冶私募股权投资基金企业（有限合伙） | | | | --- | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | □是 | √否 | | | 直接持股 5%以上股东 | √是 | □否 | | | 董事、监事和高级管理人员 | □是 | √否 | | | 其他： | | | | 持股数量 | 58,435,410股 | | | | 持股比例 | 5.45% | | | | 当前持股股份来源 | 发行股份购买资产取得：58,435,410股 | | | 一、减持主体的基本情况 证券代码：600961 证券简称：株冶集团 公告编号：2026-001 株洲冶炼集团股份有限公司 股东减持股份计划公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 上述减持主体无一致行动人。 1 持股 5%以上股东持股的基本情况： 截止本公告日，湖南湘投金冶私 募股权投资基金企业（有限合伙）（以下简称"湘投金冶"）持有株洲 冶炼集团股份有限公司（以下简称"公司" ...

Group 1 - The non-ferrous metal sector has strengthened again, with companies such as Yiqiu Resources and Chang Aluminum achieving consecutive gains [1] - Dingsheng New Materials has reached the daily limit increase, while Zinc Industry Co. and Tongling Nonferrous Metals are close to hitting the limit [1] - Other companies like Zhuhai Group and Pengxin Resources have also shown significant gains [1]

Market Overview - The three major indices showed mixed performance, with the Shanghai Composite Index rising by 0.49% to 4160.01, the Shenzhen Component Index increasing by 0.09% to 14342.74, and the ChiNext Index declining by 0.37% to 3330.39 [1][2]. Sector Performance - Precious metals, industrial metals, and petrochemicals sectors performed strongly, while solar energy, pharmaceuticals, and aerospace sectors experienced fluctuations [2]. - The basic metals sector saw significant gains, with copper and aluminum industries leading the rise, as multiple stocks hit the daily limit up [6]. Stock Highlights - Notable stocks included China National Offshore Oil Corporation, China Petroleum, and China Unicom, which showed strong performance [4]. - The aluminum futures market saw a rise of over 4%, with the main contract reported at 25345 yuan/ton [8]. Biotechnology Sector - The biotechnology sector faced declines, with several companies such as Zhijiang Biology and Baipusais losing over 9% [10][11]. Solar Energy Sector - The solar energy sector faced downward adjustments, with companies like High Measurement and Maiwei experiencing drops exceeding 6% [11].

Group 1 - The small metal sector saw a rise on January 28, 2026, with the China Rare Metals Theme Index increasing by 0.23%, and notable stock performances included Dongfang Tantalum Industry up by 8.41%, Zhuhai Group up by 5.25%, and others [1] - Tungsten concentrate prices approached 550,000 RMB per ton, ammonium paratungstate prices exceeded 800,000 RMB, and tungsten powder prices surpassed 1,300,000 RMB [1] - Industrial-grade lithium carbonate prices reached 168,000 RMB per ton with a weekly increase of 9.80%, while lithium iron phosphate prices rose by 4.43% compared to January 4 [1] Group 2 - Longcheng Securities estimated that the static cost share of lithium carbonate, rare earths, and antimony in downstream applications is nearing historical highs, with a demand growth rate of over 10% expected in sensitive sectors like wind power in 2026 [1] - The auction price for lithium spodumene concentrate from Wodgina reached 16,852 RMB per dry ton, indicating a significant premium for overseas lithium resources [1] - The Congolese government submitted a shortlist of state-owned mineral assets to the U.S., highlighting ongoing geopolitical supply disruptions that reinforce the scarcity of strategic metals [1] Group 3 - As of December 31, 2025, the top ten weighted stocks in the China Rare Metals Theme Index included Luoyang Molybdenum, Northern Rare Earth, and others, accounting for 59.54% of the total index [2] - The Rare Metals ETF (562800) tracks the China Rare Metals Theme Index, providing a convenient tool for investing in the rare metals sector [3] - Investors can also explore investment opportunities in the rare metals sector through the Rare Metals ETF linked fund (014111) [4]