Baiyin Nonferrous(601212)
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白银有色2026年1月27日涨停分析:营业收入增长+黄金业务拓展+金属价格上涨
Xin Lang Cai Jing· 2026-01-27 03:16
声明:市场有风险,投资需谨慎。本文为AI大模型基于第三方数据库自动发布,任何在本文出现的信 息(包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成 个人投资建议。受限于第三方数据库质量等问题,我们无法对数据的真实性及完整性进行分辨或核验, 因此本文内容可能出现不准确、不完整、误导性的内容或信息,具体以公司公告为准。如有疑问,请联 系biz@staff.sina.com.cn。 责任编辑:小浪快报 2026年1月27日,白银有色(维权)(sh601212)触及涨停,涨停价12.55元,涨幅9.99%,总市值929.30 亿元,流通市值929.30亿元,截止发稿,总成交额67.35亿元。 根据喜娜AI异动分析,白银有色涨停原因可能如下,营业收入增长+黄金业务拓展+金属价格上涨: 1、 白银有色2025年三季度营收同比增长70.72%,主要产品产销量均有提升,这显示公司经营规模在扩 大,为股价上涨提供了一定支撑。此外,公司设立黄金子公司(注册资本15亿)并竞买金矿探矿权,积 极拓展黄金业务,有望培育新的增长点。 2、有色金属及贵金属产品市场价格同比上升,对公司业绩产 生积极影响。 ...
白银有色涨停走出6连板
Mei Ri Jing Ji Xin Wen· 2026-01-27 02:55
(文章来源:每日经济新闻) 每经AI快讯,1月27日,白银有色涨停走出6连板,6天累计涨幅达77.26%。 ...
白银有色盘中逼近涨停 近6日累计大涨近80%
Zheng Quan Shi Bao Wang· 2026-01-27 02:52
白银有色(601212)27日盘中强势拉升,截至发稿,该股冲击涨停,成交超60亿元。至此,近6个交易 日,该股已累计涨超77%,其中前5个交易日均涨停。 公司主要业务为铜、锌、铅、金、银等多种有色金属及贵金属的采选、冶炼、加工及贸易业务。公司白 银产品的收入占总营业收入的比重较低。2025年上半年,公司营业收入445.59亿元,销售白银产品收入 20.23亿元,占公司营业收入的比重为4.54%。 2025年1—9月,公司实现营业收入726.43亿元,利润总额9.83亿元,归属于上市公司股东的净利润-2.15 亿元。经财务部门初步测算,预计2025年年度实现归属于母公司所有者的净利润-6.75亿元到-4.5亿元, 与上年同期相比,将出现亏损。 公司26日晚间提示,公司股票于2026年1月20日、1月21日、1月22日、1月23日、1月26日连续5个交易日 内收盘价格涨幅累计达61.16%,涨幅显著,公司基本面未发生重大变化,可能存在市场情绪过热的情 形,交易风险大幅提升,存在股价下跌的风险,请投资者注意投资风险。 ...
黄金股继续强势,湖南黄金、豫光金铅等一众股创历史新高
Ge Long Hui· 2026-01-27 02:25
昨日盘中现货黄金一度升至5111.11美元/盎司,再创历史新高,虽之后有所回落,但今日涨势继续,目前价格维持在5065美 元附近;现货白银昨日一度升至117.7285美元/盎司,创历史新纪录,岁之后回落,但今日继续上涨,目前稳定在110美元上 方。 1月27日,A股市场多数黄金股继续强势,其中,湖南黄金涨停,中国黄金涨9%,豫光金铅涨近9%,晓程科技、招金黄金 涨超7%,盛达资源涨超6%,白银有色涨超5%。 值得注意的是,湖南黄金、豫光金铅、晓程科技、招金黄金、四川黄金、盛达资源、西部黄金、紫金矿业、铜陵有色、中 金黄金、湖南白银、山东黄金、山金国际、赤峰黄金、洛阳钼业盘中均创出历史新高。 股票频道更多独家策划、专家专栏,免费查阅>> | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 002155 | 湖南黄金 | 1 | 10.01 | 434亿 | 31.82 | | 600916 | 中国黄金 | 1 | 9.07 | 186亿 | 35.71 | | 600531 | 豫光金铅 | 1 | 8. ...
“妖股”直击:白银有色累计涨幅254.55%,金融工业属性叠加光伏AI用银需求攀升
Sou Hu Cai Jing· 2026-01-27 02:23
Group 1 - Silver prices experienced significant volatility on January 27, with a peak around 12.22 before stabilizing at approximately 12.14, reflecting a 6.40% increase [1][2] - The trading volume reached 35,100 contracts, with a total transaction value of 427.164 million [2] - Since the market rally began on September 1 of the previous year, the cumulative increase in silver prices has reached 254.55%, with the highest price point achieved on January 27 [2] Group 2 - The demand for physical assets is rising due to escalating geopolitical tensions and a trend towards de-dollarization, which supports the market for silver [3] - The demand for silver in sectors such as photovoltaic silver paste and AI data centers continues to grow, providing additional support for silver prices [3] - Despite an expected loss in 2025 due to subsidiary issues and increased fair value losses, the company has seen an increase in both product volume and price, although these factors have not fully mitigated the negative impacts [3]
A股异动丨黄金股继续强势,湖南黄金、豫光金铅等一众股创历史新高
Ge Long Hui A P P· 2026-01-27 02:21
格隆汇1月27日|A股市场多数黄金股继续强势,其中,湖南黄金涨停,中国黄金涨9%,豫光金铅涨近9%,晓程科技、招金黄金涨超7%,盛达资源涨超 6%,白银有色(维权)涨超5%。 值得注意的是,湖南黄金、豫光金铅、晓程科技、招金黄金、四川黄金、盛达资源、西部黄金、紫金矿业、铜陵有色、中金黄金、湖南白银、山东黄金、山 金国际、赤峰黄金、洛阳钼业盘中均创出历史新高。 MACD金叉信号形成,这些股涨势不错! 昨日盘中现货黄金一度升至5111.11美元/盎司,再创历史新高,虽之后有所回落,但今日涨势继续,目前价格维持在5065美元附近;现货白银昨日一度升至 117.7285美元/盎司,创历史新纪录,岁之后回落,但今日继续上涨,目前稳定在110美元上方。 | 代码 | 名称 | | 涨幅% J | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 002155 | 湖南黄金 | 1 | 10.01 | 434亿 | 31.82 | | 600916 | 中国黄金 | 1 | 9.07 | 186亿 | 35.71 | | 600531 | 豫光金铅 | 1 | ...
今日十大热股:白银有色5天5板领衔有色金属狂欢,浙文互联、网宿科技AI概念接力上涨
Jin Rong Jie· 2026-01-27 01:38
Market Overview - On January 26, A-shares experienced a mixed adjustment, with the Shanghai Composite Index slightly down by 0.09%, while the Shenzhen Component Index and ChiNext Index fell by 0.85% and 0.91%, respectively. The STAR 50 Index dropped by 1.35%, and only the CSI 300 Index saw a minor increase of 0.1% [1] - The total trading volume in the two markets reached 3.25 trillion yuan, an increase of approximately 163 billion yuan compared to the previous day, with 1,538 stocks rising and 3,547 stocks falling. The net outflow of main funds was 121.6 billion yuan [1] Sector Performance - Precious metals, particularly silver, led the market with an increase of 10.89%, with 8 stocks hitting the daily limit [1] - Aerospace and military electronics sectors, including space station and phased array antenna concepts, saw significant declines [1] Company Highlights - Silver-related companies gained attention due to the recovery of precious metal concepts and the overall activity in the non-ferrous metal sector. Silver's dual industrial and financial attributes align with current market trends, attracting speculative and quantitative funds despite its lower revenue contribution [2] - Zijin Mining's significant investment plan to acquire an African gold mine for 28 billion yuan is a key driver of its popularity, reflecting a forward-looking strategy in resource allocation amid global industrial upgrades [2] - Tongling Nonferrous Metals benefits from tightening supply and demand in the global copper market, with increasing demand from the new energy and high-end manufacturing sectors driving copper prices up. The company has achieved technological breakthroughs in high-end products and is expected to enhance its resource self-sufficiency through its Ecuador Mirador copper mine project [2] - Hunan Silver, a leading player in the domestic silver processing sector, has performed well amid the overall strength of the non-ferrous metal sector, supported by institutional investment and multiple concept attributes [2] Emerging Trends - Zhejiang Wenhu Internet's business layout aligns with market trends, launching the "Pai Zhi" programmatic advertising tool in the AI marketing field and experiencing rapid growth in its digital human business in collaboration with ByteDance [3] - Wangsu Technology benefits from the explosive demand for AI computing power and the rising popularity of the cloud computing sector, with its strategic transition to edge computing nodes receiving unexpected orders [3] - Da'an Gene's focus on the "Nipah virus" testing theme resonates with market trends, leveraging its position as a leader in the molecular diagnostic reagent industry [3] - Leo Group is in a critical business transformation phase, focusing on AI applications and digital marketing, which has attracted market attention [3] Popular Stocks - The top ten popular stocks in A-shares include Silver Nonferrous Metals, Zijin Mining, Tongling Nonferrous Metals, Hunan Silver, Zhejiang Wenhu Internet, Wangsu Technology, Da'an Gene, Leo Group, Aerospace Electronics, and BlueFocus [3]
有色金属延续强势
Yang Zi Wan Bao Wang· 2026-01-27 00:12
多氟多(002407.SZ)公告称,公司预计2025年度归属于上市公司股东的净利润为2.00亿元–2.80亿元,上 年同期亏损3.08亿元。预告期内,公司经营业绩扭亏为盈,受益于新能源汽车及储能市场需求的快速增 长,公司六氟磷酸锂、新能源电池等主要产品销量同比大幅提升,带动毛利实现显著增长。与此同时, 公司坚守契约精神,按约定执行部分长期协议中的低价订单,对本期盈利水平造成一定影响。 扬子晚报网1月27日讯(记者 范晓林)今天是周二,昨天白银有色(601212)5连板,明阳智能 (601615)3连板,瑞华泰20cm 2连板,洲际油气(600759)4天3板。市场全天震荡调整,大小指数分 化明显,深成指、创业板指高开低走,盘中均一度跌超1%。沪深两市成交额3.25万亿,较上一个交易 日放量1630亿。盘面上,市场热点较为杂乱,全市场超3700只个股下跌。板块方面,有色、油气、光 伏、化工板块领涨。近期国际贵金属价格持续高歌猛进,现货黄金和纽约金价格双双突破5100美元/盎 司,现货白银价格逼近110美元/盎司。有色板块延续上周强势,掀起涨停潮,中国黄金(600916)、四 川黄金(001337)、豫光金铅(6 ...
有色金属行业2025年业绩预告盘点: 上游业绩股价双升 下游成本压力显现
Zhong Guo Zheng Quan Bao· 2026-01-26 21:48
Core Viewpoint - The performance forecasts of A-share listed companies in the non-ferrous metal industry show a positive trend, with 62.16% of the 37 companies expecting better results in 2025, driven by rising metal prices and improved demand in the downstream market [1][2]. Group 1: Company Performance - Among the 37 listed companies, 23 are optimistic about their performance, with 15 expecting profit increases, 5 turning losses into profits, and 3 showing slight growth [2]. - China Rare Earth (000831) anticipates a net profit of approximately 143 million to 185 million yuan for 2025, marking a turnaround from losses, aided by a favorable market and strategic adjustments [2]. - Xianglu Tungsten Industry (002842) projects a net profit of 125 million to 180 million yuan for 2025, reflecting a year-on-year growth of 239.66% to 301.11%, driven by rising tungsten prices and improved market conditions [3]. - Zhongyi Technology (301150) expects a net profit of 60 million to 80 million yuan for 2025, representing a growth of 171.26% to 195.02%, due to increased processing fees for copper foil products and a focus on high-value products [8]. Group 2: Market Trends and Risks - The rise in product prices has led to significant stock price increases for related companies, prompting some to issue risk warnings [4]. - Silver futures and spot prices reached historical highs on January 26, leading to substantial gains for silver-related stocks, with Silver Nonferrous (601212) experiencing a cumulative stock price increase of 61.16% over five trading days [5]. - The increase in upstream metal prices has negatively impacted some downstream companies, such as Laimu Co. (603633), which faces rising production costs due to high raw material prices and tightening pricing strategies from automakers [6][7].
上游业绩股价双升下游成本压力显现
Zhong Guo Zheng Quan Bao· 2026-01-26 20:54
Group 1 - A total of 37 companies in the non-ferrous metal industry have released performance forecasts for 2025, with 23 companies expecting positive results, resulting in a positive forecast ratio of approximately 62.16% [1] - The performance of upstream companies in the non-ferrous metal sector has significantly improved due to rising metal prices, while some midstream and downstream companies have shown notable performance differentiation [1] - Companies like China Rare Earth have forecasted a net profit of approximately 143 million to 185 million yuan for 2025, indicating a turnaround from losses, driven by market conditions and strategic adjustments [2] Group 2 - Companies such as Xianglu Tungsten Industry expect a net profit of 125 million to 180 million yuan for 2025, reflecting a growth of 239.66% to 301.11% due to improved market conditions and pricing power [2] - The surge in metal prices has led to significant stock price increases for related companies, with silver futures and spot prices reaching historical highs, prompting risk warnings from companies like Silver Industry [3] - The rising prices of upstream metal raw materials have adversely affected the performance of downstream companies, with companies like Laimu Co. reporting increased production costs due to high copper prices [4] Group 3 - Companies are actively developing new customers and increasing the proportion of high-value-added products to enhance profit levels, with Zhongyi Technology forecasting a net profit of 60 million to 80 million yuan for 2025, representing a year-on-year increase of 171.26% to 195.02% [5] - The overall market environment has posed challenges for some companies, such as Jin Baize, which expects a net profit decline of 59.04% to 39.84% due to rising raw material costs and industry pressures [4]