全球最大黄金ETF--SPDR Gold Trust持仓较上日增加2吨，当前持仓量为1079.66吨。 摘要周五(1月23日)亚市盘中，贵金属金银铂钯齐涨，现货白银突破99美元关口，新年首月涨超38%， 100美元近在咫尺，现货黄金站上4950美元/盎司关口，再创历史新高，距5000美元大关不足50美元。A 股黄金概念持续拉升，中国黄金、豫光金铅涨停，白银有色4连板，湖南白银、盛达资源、晓程科技、 四川黄金跟涨。 周五(1月23日)亚市盘中，贵金属金银铂钯齐涨，现货白银突破99美元关口，新年首月涨超38%，100美 元近在咫尺，现货黄金站上4950美元/盎司关口，再创历史新高，距5000美元大关不足50美元。A股黄金 概念持续拉升，中国黄金、豫光金铅涨停，白银有色4连板，湖南白银、盛达资源、晓程科技、四川黄 金跟涨。 国内品牌金饰克价随之大涨，多家品牌金店金饰价格突破1500元/克，今日老庙黄金足金饰品报价1548 元/克，较昨日大涨52元，相比一月初更是涨幅约150元/克；周生生足金饰品报1545元/克，较昨日大涨 53元；周大福足金饰品报1542元/克，较昨日大涨44元；周六福足金饰品报1533元/克，较 ...

Group 1 - The core viewpoint of the articles highlights the strong resurgence of gold's financial attributes, driven by factors such as real interest rates, the US dollar index, and regional situations, with gold prices reaching historical highs of $4,960 per ounce and silver surpassing $97 per ounce [1] - The World Gold Council reported that in 2025, gold prices set records 53 times, with global gold ETF inflows reaching $89 billion and total holdings climbing to a historical high of 4,025 tons, indicating a continuous influx of funds driving up the value of gold assets [1] - Silver is positioned as an essential raw material in three key sectors: solar photovoltaic, automotive and electric vehicles, and data centers and artificial intelligence, supporting its core role in future industrial transformations [1] Group 2 - As of January 23, 2026, the National Securities Nonferrous Metals Industry Index (399395) rose by 1.86%, with component stocks such as silver and gold companies showing significant gains, including a 9.97% increase in silver stocks and a 7.02% rise in Chifeng Jilong Gold Mining [2] - The National Securities Nonferrous Metals Industry Index reflects the overall performance of listed companies in the nonferrous metals sector, based on a sample of 50 securities with notable scale and liquidity, providing a benchmark for industry investment [2] - The top ten weighted stocks in the National Securities Nonferrous Metals Industry Index as of December 31, 2025, include Zijin Mining, Luoyang Molybdenum, and Northern Rare Earth, collectively accounting for 51.65% of the index [2]

每经AI快讯，1月23日，贵金属概念反复走强，白银有色4连板，豫光金铅、中国黄金、四川黄金、盛 达资源、兴业银锡等涨幅靠前。 （文章来源：每日经济新闻） ...

美元走软，国际金银价格再次攀升，再创历史新高。现货黄金涨至4967美元/盎司，现货白银涨至98.8 美元/盎司，均再创历史新高。美元周四走软，此前公布的数据显示，美国第三季度经济增速略高于此 前公布的初值数据。 格隆汇1月23日｜A股市场黄金概念股走强，其中，白银有色（维权）触及涨停，湖南白银涨超7%，四 川黄金、盛达资源、豫光金铅涨超6%，鹏欣资源、中金黄金、晓程科技涨超5%。 MACD金叉信号形成，这些股涨势不错！ | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 601212 | 白银有色 | 1 | 9.97 | 768亿 | 77.26 | | 002716 | 湖南日银 | 1 | 7.27 | 454 乙 | 132.51 | | 001337 | 四川黄金 | | 6.88 | 205亿 | 75.16 | | 000603 | 盛达资源 | 1 | 6.71 | 345 Z | 61.37 | | 600531 | 豫光金铝 | 1 | 6.75 | 199亿 | 39.91 | | ...

Group 1 - The A-share market saw a strong performance in gold-related stocks, with Silver Holdings hitting the daily limit, Hunan Silver rising over 7%, and Sichuan Gold, Shengda Resources, and Yuguang Gold & Lead increasing over 6% [1] - The international prices of gold and silver reached new historical highs, with spot gold rising to $4,967 per ounce and spot silver reaching $98.8 per ounce [1] - The US dollar weakened, contributing to the rise in gold and silver prices, following the release of data showing that the US economy grew slightly faster than previously reported in the third quarter [1] Group 2 - Notable stock performances include: - Silver Holdings (601212) with a 9.97% increase and a total market value of 76.8 billion - Hunan Silver (002716) with a 7.27% increase and a market value of 45.4 billion - Sichuan Gold (001337) with a 6.88% increase and a market value of 20.5 billion - Shengda Resources (000603) with a 6.71% increase and a market value of 34.5 billion - Yuguang Gold & Lead (600531) with a 6.75% increase and a market value of 19.9 billion [2] - Year-to-date performance shows significant increases, with Hunan Silver up 132.51% and Sichuan Gold up 75.16% [2]

（文章来源：每日经济新闻） 每经AI快讯，1月23日，贵金属板块继续大涨，白银有色4连板，湖南白银、中金黄金、山金国际、晓 程科技、盛达资源等多股高开。 ...

Core Viewpoint - The A-share market opened with all three major indices rising, indicating a positive market sentiment at the start of trading [1] Group 1: Market Indices Performance - The Shanghai Composite Index opened up by 0.18%, reaching 4130.11 points [1] - The Shenzhen Component Index opened up by 0.15% [1] - The ChiNext Index opened up by 0.16% [1] Group 2: Sector Performance - Gold and silver prices reached new highs, leading to increased activity in gold and silver stocks [1] - The silver and non-ferrous metals sectors saw stocks hitting the daily limit [1] - The pharmaceutical retail and photovoltaic equipment sectors opened higher, while the oil and gas extraction and service sectors experienced a decline at the beginning of trading [1]

Market Overview - The A-share market saw most major indices rise, with the ChiNext Index leading at a 1.01% increase, while the Shanghai Composite Index rose slightly by 0.14% and the Shenzhen Component Index increased by 0.5% [1] - A total of 3,373 stocks rose and 1,696 stocks fell, with a trading volume of 2.69 trillion yuan, an increase of approximately 91 billion yuan from the previous day [1] Sector Performance - The telecommunications equipment sector saw a net inflow of 6.995 billion yuan, the highest among sectors, while the semiconductor sector experienced a net outflow of 13.501 billion yuan, the largest outflow [1] - The space computing sector and helium concept stocks led the gains, while the New Kailai concept and insurance sector faced declines [1] Popular Stocks - The top ten popular stocks included Liou Co., Guosheng Technology, Baiyin Youse, China Great Wall, Hunan Baiyin, Juyi Suoj, Aerospace Electronics, Fenglong Co., Xue Ren Group, and Goldwind Technology [1][2] Company Highlights - Liou Co. gained attention due to its focus on AI applications and liquid cooling servers, leading to significant market speculation despite a subsequent drop in stock price due to panic selling [3] - Guosheng Technology experienced a volatile trading history, initially driven by hype around HJT and TOPCON batteries, followed by a performance downturn, and then a recovery due to market sentiment and other photovoltaic concepts [3] - Baiyin Youse benefited from rising international silver prices and a strategic shift towards gold and new energy, resulting in consecutive stock price increases [3][4] - China Great Wall improved its fundamentals through asset divestiture and focused on its core business, leading to a significant reduction in losses and benefiting from market trends in AI and digital economy [3] - Hunan Baiyin's stock price surged due to recovery in production capacity and increased demand for industrial metals, supported by institutional buying [4] - Juyi Suoj gained traction from its involvement in commercial aerospace projects, with its products used in major space missions, leading to a series of stock price increases [4] - Aerospace Electronics saw growth driven by the commercial aerospace sector and institutional recommendations, benefiting from its comprehensive business coverage in satellite navigation and related technologies [4] - Fenglong Co. attracted market interest due to a potential acquisition by a leading robotics company, despite warnings about its stock price detachment from fundamentals [4]

证券代码：601212 证券简称：白银有色 公告编号：2026一临010号 白银有色集团股份有限公司 登录新浪财经APP 搜索【信披】查看更多考评等级 股票交易风险提示公告 本公司董事会及全体董事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个别及连带责任。 重要内容提示： ●白银有色集团股份有限公司（以下简称"公司"）股票价格短期涨幅较大，2026年1月20日、1月21日、1 月22日已连续三个交易日股票价格大幅上涨，涨幅累计达33.19%，存在交易风险。 ●经营业绩风险：截至2025年9月30日，公司总资产531.80亿元，净资产181.28亿元，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。 ●公司股价短期涨幅较大，后续可能存在下跌风险；公司经营情况未发生重大变化，敬请广大投资者注 意二级市场交易风险，理性决策，审慎投资。 一、二级市场交易风险 公司股票于2026年1月20日、1月21日、1月22日连续三个交易日内收盘价格涨幅累计达33.19%，涨幅显 著，公司基本面未发生重大变 ...

Major Announcements - Zhaoyi Innovation plans to use 500 million CNY of A-share fundraising to increase capital in its wholly-owned subsidiaries for the implementation of the DRAM project [1] - Haiguang Information's mid-2025 profit distribution plan includes a cash dividend of 0.09 CNY per share, totaling 209 million CNY [2] - *ST Biology has terminated the major asset restructuring plan to acquire 51% of Hunan Huize Biomedical Technology Co., Ltd. [3] - Fosun Pharma intends to spin off its subsidiary Fosun Antigen for independent listing on the Hong Kong Stock Exchange [4] - Jingchen Co. has set the inquiry transfer price at 82.85 CNY per share for the transfer of 13.1 million shares [5] Performance Forecasts - Zhaoyi Innovation expects a net profit of approximately 1.61 billion CNY for 2025, a year-on-year increase of about 46% [9] - Longying Precision anticipates a net profit decrease of 17.70% to 29.36% for 2025, estimating between 545 million CNY and 635 million CNY [9] - Ruichuang Micro-Nano forecasts a net profit of around 1.1 billion CNY for 2025, representing a 93% increase [10] - Nanjing Bank projects a net profit of 21.81 billion CNY for 2025, an 8.08% increase year-on-year [11] - Zhongyuan Co. expects a net profit increase of 80% to 105% for 2025, estimating between 139 million CNY and 158 million CNY [12] - Qiangyi Co. anticipates a net profit increase of 57.87% to 71.17% for 2025, estimating between 368 million CNY and 399 million CNY [13] - Liard expects a net profit of 300 million CNY to 380 million CNY for 2025, turning from a loss of 889 million CNY in the previous year [14] - Daheng Technology forecasts a net profit of approximately 106 million CNY for 2025, also turning from a loss [16] - Dongfeng Co. anticipates a net loss of 390 million CNY to 480 million CNY for 2025 [17] - Qing Song Co. expects a net profit increase of 137.73% to 201.74% for 2025, estimating between 130 million CNY and 165 million CNY [18] - SIRUI Co. forecasts a net profit of 165 million CNY to 184 million CNY for 2025, turning from a loss [19] - Shengmei Shanghai expects a revenue increase of 18.91% to 22.47% for 2025, estimating between 6.68 billion CNY and 6.88 billion CNY [20] - Yijun Co. anticipates a net loss of 11 million CNY to 14 million CNY for 2025 [21] - Saint Yuan Environmental Protection expects a net profit increase of 31.79% to 59.24% for 2025, estimating between 240 million CNY and 290 million CNY [22] - Lijun Co. forecasts a net profit decrease of 45.05% to 60.03% for 2025, estimating between 4.8 million CNY and 6.6 million CNY [23] - Xingqi Eye Medicine expects a net profit increase of 95.82% to 121.56% for 2025, estimating between 662 million CNY and 749 million CNY [25] - Beidou Star expects a net loss of 230 million CNY to 290 million CNY for 2025, reducing losses compared to the previous year [26] - Yiling Pharmaceutical anticipates a net profit of 1.2 billion CNY to 1.3 billion CNY for 2025, turning from a loss of 725 million CNY [27] - Zhijiang Bio forecasts a net loss of 32 million CNY to 47 million CNY for 2025, reducing losses compared to the previous year [28] - Yema Battery expects a net profit decrease of 58% to 70% for 2025, estimating between 45.83 million CNY and 64.17 million CNY [29] - Yunmei Energy anticipates a net loss of 410 million CNY to 470 million CNY for 2025 [30] - Yingfang Micro expects a net loss of 69 million CNY to 97 million CNY for 2025 [31] - Guanghua Technology forecasts a net profit of 85 million CNY to 120 million CNY for 2025, turning from a loss [33] Share Buybacks - Hengyi Petrochemical plans to repurchase shares worth 500 million CNY to 1 billion CNY [34] - Yunyi Electric plans to repurchase shares worth 100 million CNY to 150 million CNY [34] - Xidun Pharmaceutical plans to repurchase shares worth 25 million CNY to 50 million CNY [35]