Group 1 - The Shanghai Composite Index rose by 0.14% to close at 4122.58 points, while the Shenzhen Component Index increased by 0.5% to 14327.05 points, and the ChiNext Index climbed by 1.01% to 3328.65 points [1] - A total of 92 stocks in the A-share market hit the daily limit up, with the top three strong stocks being Baiyin Nonferrous (601212), Hunan Baiyin (002716), and Guanghe Technology (001389) [1] - The top 10 strong stocks based on consecutive limit-up days and turnover rates include Baiyin Nonferrous with 3 consecutive limit-ups and a turnover rate of 8.33%, Hunan Baiyin with 3 consecutive limit-ups and a turnover rate of 32.2%, and Guanghe Technology with 2 consecutive limit-ups and a turnover rate of 20.2% [1] Group 2 - The top three concept sectors with the highest gains are Domestic Aircraft Carriers at 3.82%, Combustible Ice at 3.57%, and Chengfei Concept at 3.44% [2] - The top 10 concept sectors by gain percentage include Large Aircraft at 3.04%, Terahertz at 3.01%, Shale Gas at 2.99%, Aviation Engines at 2.9%, Special Steel Concept at 2.82%, Natural Gas at 2.76%, and China Shipbuilding System at 2.73% [2]

证券代码：601212 证券简称：白银有色 公告编号：2026—临 010 号 白银有色集团股份有限公司 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化，可能存在 市 ...

白银有色集团股份有限公司董事会 证券代码：601212 证券简称：白银有色 公告编号：2026-临 009 号 白银有色集团股份有限公司 获得政府补助的公告 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法律责任。 一、获得补助的基本情况 截至 2026 年 1 月 21 日，白银有色集团股份有限公司（以下简称"公司"） 获得白银市商务局下发的2025年中央外经贸提质增效项目补助9,000,000元（未 经审计），该政府补助与收益相关，占公司最近一期经审计归母净利润的比例为 11.14%。 二、补助类型及其对上市公司的影响 根据《企业会计准则第 16 号-政府补助》有关规定，公司获得与收益相关的 政府补助 9,000,000 元，计入其他收益 9,000,000 元，预计对公司净利润产生一 定影响。以上数据未经审计，具体的会计处理及其对公司相关财务数据的影响最 终以会计师事务所审计后的结果为准。敬请广大投资者注意投资风险。 特此公告。 2026 年 1 月 23 日 1 ...

根据《企业会计准则第16号-政府补助》有关规定，公司获得与收益相关的政府补助900万元，计入其他 收益900万元，预计对公司净利润产生一定影响。 格隆汇1月22日丨白银有色（维权）(601212.SH)公布，截至 2026年1月21日，公司获得白银市商务局下 发的2025年中央外经贸提质增效项目补助900万元（未经审计），该政府补助与收益相关，占公司最近 一期经审计归母净利润的比例为11.14%。 ...

白银有色公告称，公司获得白银市商务局下发的2025年中央外经贸提质增效项目补助900万元，该补助 与收益相关，占公司最近一期经审计归母净利润的11.14%。预计对公司净利润产生一定影响。 ...

Core Viewpoint - The recent surge in gold prices is primarily driven by escalating geopolitical tensions and concerns over a potential new trade war, positioning gold as a key safe-haven asset compared to silver [1][2]. Gold Price Trends - Since January 1, 2023, spot gold prices have risen significantly, surpassing key thresholds of $4400, $4500, $4600, and $4700 per ounce, reaching a new high of $4717.79 per ounce with a 1.00% increase [2][4]. - Year-to-date, spot gold has seen an increase of over 8%, with three-month, six-month, and one-year gains of 9.82%, 39.26%, and 72.69% respectively, indicating a strong upward trend [2]. Jewelry Pricing - The rising gold prices have led to an increase in the retail price of gold jewelry, with several brands reporting prices above 1450 yuan per gram. For instance, Lao Feng Xiang quoted 1456 yuan per gram, while other brands like Chow Tai Fook and Chow Sang Sang reported prices around 1455 yuan per gram [1][2]. - Some brands have adjusted their prices for gold jewelry, with increases ranging from hundreds to thousands of yuan [2]. Stock Market Response - A-share gold-related stocks have collectively strengthened, with companies like He Bai Group, Zhaojin Mining, and Hunan Silver seeing significant gains, with some stocks rising over 10% [3][5]. Future Outlook - Analysts suggest that gold and silver still have upward potential due to ongoing geopolitical risks and uncertainties surrounding the Federal Reserve's policies. The long-term outlook for gold remains positive, with expectations of prices potentially exceeding $6000 [6][7]. - The World Gold Council reported a substantial increase in global gold ETF inflows, reaching $89 billion, indicating strong investor interest in gold as a safe-haven asset [6].

Market Overview - On January 22, the Shanghai Composite Index rose by 0.14% to 4122 points, the Shenzhen Component Index increased by 0.5%, and the ChiNext Index gained 1.01% with a total market turnover of 2.72 trillion yuan, over 3500 stocks rising [1] Stock Highlights - Jia Mei Packaging (002969) surged by 49.99% to 21.35 yuan, driven by a change in control and its leading position in three-piece cans [2] - Fenglong Co., Ltd. (002931) increased by 10.01% to 90.48 yuan, benefiting from a major investment by UBTECH and its association with robotics [2] - Jiuding New Materials (002201) rose by 10.00% to 13.86 yuan, linked to fiberglass new materials and commercial aerospace [2] - Jianghua Micro (603078) gained 9.99% to 28.51 yuan, following a state-owned enterprise takeover and its focus on chip materials [2] - Aviation Power Technology (600391) increased by 10.00% to 53.36 yuan, associated with military equipment and central enterprise backing [2] Trading Dynamics - The top three net buying stocks on the day were Pengding Holdings (002938) with 325 million yuan, Snowman Group (002639) with 316 million yuan, and Baiyin Nonferrous Metals (601212) with 257 million yuan [3] - The top three net selling stocks were Hunan Baiyin (002716) with 659 million yuan, Founder Electric (002196) with 281 million yuan, and Yifan Transmission (301023) with 152 million yuan [6] Industry Trends - The commercial aerospace industry is experiencing significant growth, with a report from Galaxy Securities indicating a dual push from both demand and supply sides [11] - SpaceX is reportedly advancing its IPO plans, aiming for completion by July this year, which could further stimulate interest in the commercial aerospace sector [10] Company Developments - Shenxinfu (300454) saw a trading halt with a 20.00% increase, with a turnover of 38.28 billion yuan and a net institutional buy of 269.31 million yuan [12] - The company has established a strong presence in AI computing and security solutions, with significant user adoption and market share [15] Notable Stocks - Guohua Technology (001389) and Qiaoyuan Co., Ltd. (002131) both saw significant trading activity, with Guohua Technology rising by 10.00% and Qiaoyuan Co., Ltd. declining by 10.04% [16][19] - The stock of Hunan Baiyin (002716) experienced a notable increase of 9.97% with a high turnover rate of 32.27% [17]

近半年该股累计上榜龙虎榜10次，上榜次日股价平均涨0.67%，上榜后5日平均涨1.40%。 资金流向方面，今日该股主力资金净流入1.22亿元，其中，特大单净流入2.53亿元，大单资金净流出 1.31亿元。近5日主力资金净流入2.70亿元。 融资融券数据显示，该股最新（1月21日）两融余额为6.29亿元，其中，融资余额为6.23亿元，融券余额 为555.94万元。近5日融资余额合计增加7954.89万元，增幅为14.64%。融券余额合计增加291.35万元， 增幅110.11%。 2025年10月29日公司发布的三季报数据显示，前三季度公司共实现营业收入726.43亿元，同比增长 5.21%，实现净利润-2.15亿元。（数据宝） 白银有色1月22日交易公开信息 白银有色(601212)今日涨停，全天换手率8.33%，成交额55.55亿元，振幅15.00%。龙虎榜数据显示，沪 股通净买入1.41亿元，营业部席位合计净买入1.16亿元。 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 沪股通专 ...

公告显示，王普公原定任期至2026年4月17日，此次离任较原定任期提前近3个月。白银有色公告表示， 王普公的辞职未导致董事会成员低于法定最低人数，不会影响董事会正常运作，其辞职申请自送达董事 会之日起生效。 （文章来源：中国经营报） 1月21日，白银有色（601212.SH）发布公告称，公司董事长王普公因工作变动，申请辞去董事长、董 事及董事会专门委员会相关职务，辞职后将不再担任公司任何职务。 ...

Group 1 - The core viewpoint of the article highlights the significant stock price increase of Baiyin Nonferrous, which reached a limit-up price of 9.43 yuan, reflecting a 10.04% rise and a total market capitalization of 69.827 billion yuan [1] Group 2 - Baiyin Nonferrous is undergoing a strategic transformation, with a key highlight being its expansion into the gold business, including the establishment of a gold subsidiary with a registered capital of 1.5 billion yuan and participation in gold mining rights auctions, aiming to develop a full gold industry chain [2] - The company reported a 70.72% year-on-year revenue growth in Q3 2025, with significant improvements in both product sales and operating cash flow, which reached 6.06 billion yuan, indicating a positive business expansion trend [2] - On January 21, 2026, Baiyin Nonferrous was included in the stock market's "Dragon and Tiger List," with a trading volume of 4.135 billion yuan, driven by substantial net buying from retail and foreign investors, contributing to the stock price surge [2]