锌业股份2连板，罗平锌电涨超7%，株冶集团、江西铜业、中金岭南、白银有色等纷纷走高。 (本文来自第一财经) 锌业股份2连板，罗平锌电涨超7%，株冶集团、江西铜业、中金岭南、白银有色等纷纷走高。 (本文来自第一财经) ...

Core Viewpoint - The silver sector in A-shares has attracted market attention due to rising risk aversion amid global economic uncertainties, with silver being favored for its financial attributes and industrial demand. Group 1: Company Highlights - Hunan Silver (002716.SZ): Latest stock price is 10.54 CNY with a daily increase of +6.25%. It is a significant base for silver production and export in China, having established a complete industrial chain from silver-rich lead concentrate to deep processing of silver products and "Internet+" applications [1]. - Zhuhai Group (600961.SH): Latest stock price is 19.50 CNY with a daily increase of +5.69%. It is a performance stock with silver as one of its main smelting products [2]. - Chihong Zn & Ge (600497.SS): Latest stock price is 9.03 CNY with a daily increase of +5.37%. This comprehensive mining company has a production capacity of over 1,000 tons per year for precious metals including silver [3]. - Zhongjin Lingnan (000060.SZ): Latest stock price is 6.86 CNY with a daily increase of +4.41%. The company’s main products include silver, with silver metal resource reserves of 5,722 tons [4]. - Jinhui Mining (603132.SH): Latest stock price is 16.26 CNY with a daily increase of +3.83%. The main business involves non-ferrous metal mining, primarily producing zinc and lead concentrates (including silver) [5]. - Huayu Mining (601020.SH): Latest stock price is 30.50 CNY with a daily increase of +2.31%. The company has abundant silver resources [6]. - Western Mining (601168.SH): Latest stock price is 30.74 CNY with a daily increase of +2.26%. The company engages in the production and sales of precious metals, including silver ingots [7]. - Hengbang Shares (002237.SZ): Latest stock price is 14.95 CNY with a daily increase of +2.26%. The company primarily focuses on gold and silver as its main products [8]. - Shanjin International (000975.SZ): Latest stock price is 28.55 CNY with a daily increase of +2.18%. It owns Yulong Mining, one of the largest single silver-containing mines in China [9]. - Chifeng Gold (600988.SH): Latest stock price is 32.94 CNY with a daily increase of +1.92%. The company’s main products include silver, with its subsidiary Hanfeng Mining producing lead and copper concentrates containing silver [10]. - Silver Yunnan (601212.SH): Latest stock price is 7.16 CNY with a daily increase of +1.56%. It is a comprehensive production base for various non-ferrous metals in China [11].

证券日报网讯1月15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9日， 公司股东总户数约为3.88万户。 ...

Core Viewpoint - Gold and silver prices reached historical highs, leading to a surge in related A-share market stocks [1] Group 1: Market Performance - Sichuan Gold saw a 10% increase, reaching a market capitalization of 14.5 billion [2] - Hunan Silver and Xiaocheng Technology rose by over 8%, with market capitalizations of 30.5 billion and 11.3 billion respectively [2] - Jiangxi Copper increased by over 7%, with a total market value of 222.1 billion [2] - Zhongjin Lingnan and Zhuhai Group both experienced gains of over 6% [2] - Other companies such as Luoyang Molybdenum, Shengtu Mining, and Zhaojin Gold saw increases of over 4% [1][2] Group 2: Price Movements - Spot gold prices reached 4,643 USD per ounce, marking a new historical high [1] - Spot silver prices surpassed 93 USD per ounce, also setting a new record [1]

Group 1 - Gold and silver prices reached historical highs, with spot gold hitting $4,643 per ounce and spot silver surpassing $93 per ounce [1] - A-share market related concept stocks saw significant gains, with Sichuan Gold hitting the daily limit, and Hunan Silver, Xiaocheng Technology, Jiangxi Copper, and others also experiencing substantial increases [1] - The stock performance of various companies included Sichuan Gold up 10%, Hunan Silver up 8.87%, and Jiangxi Copper up 7.27%, among others [2] Group 2 - Total market capitalization for Sichuan Gold is 14.5 billion, while Hunan Silver stands at 30.5 billion [2] - Year-to-date performance shows Hunan Silver with a 56.07% increase, Xiaocheng Technology at 36.20%, and Jiangxi Copper at 16.81% [2] - Other notable companies include Zhongjin Lingnan with a market cap of 31.1 billion and a year-to-date increase of 19.83% [2]

Core Viewpoint - Zhuzhou Smelter Group's stock price has increased by 5.09% on January 15, reaching 19.39 CNY per share, with a total market capitalization of 20.803 billion CNY, reflecting a cumulative increase of 8.21% over four consecutive days [1] Group 1: Company Overview - Zhuzhou Smelter Group Co., Ltd. is located in Hunan Province, established on December 20, 1993, and listed on August 30, 2004 [1] - The company's main business involves the production and sales of zinc and zinc alloys, with revenue composition as follows: zinc and zinc alloys 38.48%, others 28.17%, gold ingots 13.94%, silver ingots 10.71%, lead and lead alloys 7.85%, indium ingots 0.51%, sulfuric acid 0.20%, and non-ferrous metal trading 0.14% [1] Group 2: Shareholder Information - Yongying Fund has a fund that ranks among the top ten circulating shareholders of Zhuzhou Smelter Group, with the Golden Stock ETF (517520) newly entering the top ten shareholders in Q3, holding 6.1738 million shares, which is 0.82% of the circulating shares [2] - The floating profit from the stock during the four-day increase is approximately 864.33 thousand CNY, with a daily floating profit of about 580.34 thousand CNY [2] Group 3: Fund Performance - The Golden Stock ETF (517520) has a total asset size of 11.669 billion CNY, with a year-to-date return of 13.37%, ranking 423 out of 5525 in its category, and a one-year return of 104.71%, ranking 58 out of 4208 [2] - The fund manager of the Golden Stock ETF is Liu Tingyu, who has been in the position for 2 years and 156 days, with the best fund return during this period being 119.5% [3] Group 4: Major Holdings - Yongying Fund's ETF, the Yongying CSI Hong Kong and Shanghai Gold Industry Stock ETF Initiated Link A (020411), holds 500 shares of Zhuzhou Smelter Group, making it the largest holding, with a floating profit of approximately 700 CNY during the four-day increase [4] - This fund has a total asset size of 634 million CNY, with a year-to-date return of 12.72%, ranking 494 out of 5525, and a one-year return of 96.69%, ranking 118 out of 4208 [4]

Overall Market Performance - The Shanghai Composite Index experienced a pullback, declining by 0.31% after approaching the 4200-point mark during the session, with trading volume in the three markets reaching a record high of nearly 4 trillion yuan [3] Sector Performance - Benefiting from the surge in commodity prices, several sectors saw a wave of limit-up stocks, including Xianglu Tungsten Industry, Huaxi Nonferrous, and Xiamen Tungsten Industry, all reaching historical highs. Tungsten powder prices exceeded 1.1 million yuan per ton, while tungsten concentrate rose to 464,000 yuan per standard ton. The main contract for Shanghai tin futures surged by 7%, setting a new historical high, which boosted the sector [4] - The quantum technology sector gained momentum due to policy support during the 14th Five-Year Plan, with stocks like Demei Chemical and Keda Guokuan hitting the limit-up. Conversely, the commercial aerospace sector faced significant adjustments due to substantial prior gains and risk warnings from several major stocks [4] Market Outlook - The Shanghai and Shenzhen stock exchanges announced an increase in the minimum margin ratio for financing from 80% to 100%, aimed at reducing market leverage and promoting long-term stability. This adjustment is seen as a mild measure compared to the drastic increase from 50% to 100% in 2015. The regulatory intent is clear: to avoid a "crazy bull" market and instead foster a "slow bull" market. The market adjustment is primarily attributed to profit-taking, with a notable shift in capital allocation. The index is expected to enter a phase of consolidation, while structural opportunities may continue [6]

Group 1 - The core viewpoint of the articles indicates that the gold industry is experiencing upward price movements, with domestic gold jewelry prices rising, suggesting a positive outlook for gold investments [1][2] - The China Securities Index for gold industry stocks (931238) shows mixed performance among its constituent stocks, with notable gains from companies like Zhuhai Group and Yimin Group, while Chifeng Gold leads the declines [1] - Tianfeng Securities believes that the logic behind gold's upward trend is deepening, particularly in light of events in Venezuela, positioning gold as a strong asset against disorder [1] Group 2 - As of December 31, 2025, the top ten weighted stocks in the China Securities Index for gold industry stocks account for 63.58% of the index, highlighting the concentration of investment in a few key players [2] - The gold stock ETF fund closely tracks the performance of the China Securities Index for gold industry stocks, which includes 50 large-cap companies involved in gold mining, refining, and sales [1]

1月4日晚间，株洲冶炼集团股份有限公司（以下简称"株冶集团（600961）"）在官方微信公众号发布消 息：2025年，公司在生产经营、技术创新、降本增效等领域取得积极进展，全年主要产品产量、成本管 控均完成年度目标，以实打实的业绩书写高质量发展崭新篇章。 产品产量是株冶集团全年工作的核心抓手。2025年，株冶集团生产技术部统筹推进长周期稳定运行，创 新推行标准化清单管控模式，制定《系统稳定运行负面清单》《高温季节管控清单》等制度，层层压实 责任。株冶集团全年析出锌及锌产品产量均完成年度目标，创投产以来最高水平；株冶集团旗下主要基 地均超额完成年度任务；综合回收领域多点突破，产品产量稳步提升，彰显"吃干榨尽"的资源利用理 念。 他进一步表示："2026年是'十五五'开局关键节点，公司持续锚定'绿色智能高效的锌冶炼行业标杆'定 位，深化产能提升、技术创新、成本优化三大主线。2026年，将向着产量更高、产品品质更优的目标迈 进，持续攻关混合焙砂可溶锌率等重点指标，推进电力系统升级、工艺优化改造等关键项目。" 湖南大学经济与贸易学院副院长曹二保教授向《证券日报》记者表示："株冶集团2025年交出的这份亮 眼成绩单，是 ...

湖南君见律师事务所出具法律意见书，认为株洲冶炼集团股份有限公司2025年第四次临时股东会的召 集、召开程序，出席会议人员及召集人资格，表决程序和表决结果均符合相关法律法规及公司章程规 定，会议合法有效。本次会议审议通过了2026年度日常关联交易预计、商品期货套期保值及外汇衍生品 业务相关议案。 12月26日主力资金净流入798.09万元，占总成交额2.05%；游资资金净流出663.0万元，占总成交额 1.7%；散户资金净流出135.1万元，占总成交额0.35%。 公司公告汇总株冶集团2025年第四次临时股东会决议公告 截至2025年12月26日收盘，株冶集团(600961)报收于16.52元，上涨2.74%，换手率3.15%，成交量23.72 万手，成交额3.89亿元。 株洲冶炼集团股份有限公司于2025年12月26日召开2025年第四次临时股东会，审议通过了关于2026年度 日常关联交易预计的议案、2026年度开展商品期货套期保值业务和外汇衍生品业务的议案，以及相关可 行性分析报告。会议由董事会召集，董事长主持，采用现场与网络投票结合方式召开，表决程序合法有 效。关联股东湖南有色金属控股集团有限公司和株洲冶 ...