Core Viewpoint - The market is experiencing significant sell orders in various metals, indicating potential bearish sentiment among investors [1] Group 1: Silver and Non-Ferrous Metals - Silver has a massive sell order exceeding 6.6 billion yuan [1] - Xiyang Silver and Tin has a sell order exceeding 5.5 billion yuan [1] - Zhongjin Gold has a sell order exceeding 5.1 billion yuan [1] - Tongling Nonferrous Metals has a sell order exceeding 3.4 billion yuan [1] - Shandong Gold has a sell order exceeding 2.8 billion yuan [1] - Jiangxi Copper has a sell order exceeding 1.5 billion yuan [1] - Shanjin International has a sell order exceeding 0.9 billion yuan [1]

国内市场方面，上交所2月2日发布通知称，对白银延期合约交易保证金水平和涨跌停板比例进行调整， 保证金水平从20%调整为26%，涨跌幅度限制从19%调整为25%。 面对历史级暴跌，市场机构对贵金属后市走势观点不一。 花旗警告称，黄金当前风险溢价的一半可能在2026年晚些时候消失。尤其是在美联储政治独立性得到加 强的情况下。该行认为，这种情况可能将对黄金的中期走势不利。 不过，仍有多家机构维持看涨预期。据中信证券最新预测，2026年有望涨至6000美元/盎司，银价涨至 120美元/盎司。瑞银看涨黄金在今年前三季度将达到6200美元。 2月2日早盘，有色板块大面积低开，贵金属方向领跌，白银有色、湖南白银、豫光金铅、中金黄金、晓 程科技等三十余股跌停。期货价格同步下跌，沪银主力合约跌停，沪金、沪锡跌超9%，大宗商品概念 LOF也全线走弱。 消息面上，现货黄金、白银价格继续下跌。白银早盘一度暴跌超11%至75美元/盎司以下，现报76美元/ 盎司；黄金盘中最大跌约5.74%，现报4608元/盎司。 而此前受去美元化、地缘风险、情绪炒作等因素推动，贵金属走出非理性暴涨行情。1月29日，现货黄 金一度冲高逼近5600美元，白 ...

2026.02. 02 本文字数：2119，阅读时长大约4分钟 作者 | 第一财经 齐琦 黄金白银跌势延续。 截至发稿，现货白银失守75美元/盎司，跌超11%。现货黄金开盘下挫，现报4703美元/盎司，盘中最低触及每盎司4583美元。 2月2日，国内市场"接棒"国际贵金属市场史诗级暴跌，国内商品期市午盘大面积收跌，沪银、钯、铂跌停，沪金跌11.68%；基本金属全部下跌，沪锡跌 停；能源品、黑色系、化工品纷纷跟跌。 A 股 市 场 上 ， 贵 金 属 、 有 色 板 块 亦 大 面 积 重 挫 ， 中 金 黄 金 （ 600489.SH ） 、 四 川 黄 金 （ 001337.SZ ） 、 白 银 有 色 （ 601212.SH ） 、 豫 光 金 铅 （600531.SH）等多股跌停。黄金股ETF、黄金股票ETF开盘跌停，国投白银LOF今日复牌后一字跌停。 "在这一急涨与暴跌交织的巨震面前，任何点位测算都显得苍白且无力，"中金公司最新发布的研究报告分析称，金价显然已超越单纯的基本面主导，传 统的黄金测算模型如实际利率已失效。影响更大的地缘与货币体系重构因素，目前没有具体兑现时间，短期留给市场想象空间。投资者 ...

黄金白银跌势延续。 截至发稿，现货白银失守75美元/盎司，跌超11%。现货黄金开盘下挫，现报4703美元/盎司，盘中最低 触及每盎司4583美元。 A股市场上，贵金属、有色板块亦大面积重挫，中金黄金（600489.SH）、四川黄金（001337.SZ）、白 银有色（601212.SH）、豫光金铅（600531.SH）等多股跌停。黄金股ETF、黄金股票ETF开盘跌停，国 投白银LOF今日复牌后一字跌停。 "在这一急涨与暴跌交织的巨震面前，任何点位测算都显得苍白且无力，"中金公司最新发布的研究报告 分析称，金价显然已超越单纯的基本面主导，传统的黄金测算模型如实际利率已失效。影响更大的地缘 与货币体系重构因素，目前没有具体兑现时间，短期留给市场想象空间。投资者需警惕，黄金急涨急跌 由情绪和资金驱动，节奏难以把握。 大面积跌停，交易所紧急通知 越来越多的投机者被限制交易。深交所上周五表示，部分投资者在"国投白银LOF"等基金产品交易过程 中存在影响基金正常交易秩序的异常交易行为，对相关投资者采取了暂停交易等自律监管措施。 早前（1月26日），上海期货交易所发现3组16名客户在锡、白银期货品种交易中涉嫌未申报实际控制关 ...

黄金和白银价格经历史诗级暴涨后急剧下跌，机构对短期走势持谨慎态度，但部分机构仍长期看多贵金 属。 黄金白银跌势延续。 截至发稿，现货白银失守75美元/盎司，跌超11%。现货黄金开盘下挫，现报4703美元/盎司，盘中最低 触及每盎司4583美元。 2月2日，国内市场"接棒"国际贵金属市场史诗级暴跌，国内商品期市午盘大面积收跌，沪银、钯、铂跌 停，沪金跌11.68%；基本金属全部下跌，沪锡跌停；能源品、黑色系、化工品纷纷跟跌。 A股市场上，贵金属、有色板块亦大面积重挫，中金黄金（600489.SH）、四川黄金（001337.SZ）、白 银有色（601212.SH）、豫光金铅（600531.SH）等多股跌停。黄金股ETF、黄金股票ETF开盘跌停，国 投白银LOF今日复牌后一字跌停。 "在这一急涨与暴跌交织的巨震面前，任何点位测算都显得苍白且无力，"中金公司最新发布的研究报告 分析称，金价显然已超越单纯的基本面主导，传统的黄金测算模型如实际利率已失效。影响更大的地缘 与货币体系重构因素，目前没有具体兑现时间，短期留给市场想象空间。投资者需警惕，黄金急涨急跌 由情绪和资金驱动，节奏难以把握。 大面积跌停，交易所紧急通知 ...

省属工业企业全年生产电镍19.81万吨、阴极铜201.44万吨、锌锭39.66万吨、钢材819.17万吨，完成发电 量410.71亿千瓦时、煤炭产量1663.08万吨。甘肃电投集团常乐电厂6台100万千瓦燃煤机组投运，成为全 国最大百万千瓦级调峰火电厂。 省政府国资委深入开展"国资监管制度执行年"活动，指导省属企业制定修订管理制度955项、废止393 项。推进"管理人员能上能下、员工能进能出、收入能增能减"的"三能"机制改革，建立"业绩升薪酬 升、业绩降薪酬降"的收入分配机制，经理层成员任期制和契约化管理、管理人员末等调整和不胜任退 出制度在省市国有企业实现全覆盖。(新甘肃·甘肃日报记者王占东) 过去一年，甘肃省国资国企系统完成国企改革深化提升行动实施方案明确的123项改革任务。金川集 团、酒钢集团、白银集团等资源类企业产线稳产、达产、增产，产值显著增长。 省政府国资委推进国有资本布局优化结构调整，完成产业类项目投资553.1亿元，同比增长10.6%。122 个项目建成投产。省属企业全年完成"三化"改造升级项目投资190.29亿元，同比增长14.2%。累计认定 国家级智能制造示范工厂4个、绿色工厂(矿山)31 ...

每经编辑｜毕陆名 2月2日，现货黄金巨震，日内一度跌超6%。截至发稿，跌幅收窄，现报4732.43美元/盎司。 据查询，周生生足金饰品报1484元/克，较前一日1618元/克跌134元。 | く 厨 | | 贵金属 | | മ | 17 Q | | --- | --- | --- | --- | --- | --- | | | | 3311.54 -10.35% | | | | | 成份股 | 资金 | 关联基金 | 股呢 必读 | | 资讯 | | 全部市场(11) × | | 自选 | 龙头 (7) 最新 (11) × | | 几天几 | | ◎ 品 日 | | 最新 | 涨幅↓ | | 涨跌 | | 湖南黄金 | | 34.31 | -7.27% | | -2.69 | | 002155 融 | | | | --- | --- | --- | | 6天5板 人气龙头二 股吧人气 成交活跃 | | | | 湖南白银 | 17.14 -9.98% | -1.90 | | 002716 融 | | | | 股吧人气 | | | | 山金国际 | 31.36 -9.99% | -3.48 | | 000975 ...

Market Overview - The A-share market opened with mixed results on February 2, with the Shanghai Composite Index down 0.93%, Shenzhen Component Index down 0.54%, and the ChiNext Index up 0.65 [1] - The market showed slight fluctuations in the morning, with the declines in the Shanghai and Shenzhen indices narrowing while the ChiNext Index continued to rise [1] Nonferrous Metals Sector - The nonferrous metals sector experienced a significant drop, with the index falling nearly 7% and over 30 stocks hitting the daily limit down during the opening [2][3] - Major stocks such as Xiaocheng Technology (300139) and Jiangxi Copper (600362) also faced limit down situations [3] Precious Metals Futures - Domestic precious metals and nonferrous metal futures saw a sharp decline, with silver futures down 17% and gold futures down over 14% [5][6] - Spot gold and silver initially rebounded but then continued to decline, with gold dropping over 6% and silver nearly 8% [7] Oil and Petrochemical Sector - The oil and petrochemical sector also faced declines, with major stocks like Zhongman Petroleum (603619) and PetroChina (600759) hitting limit down [8][9] - The drop in international oil prices was influenced by geopolitical tensions in Iran, with recent statements from U.S. President Trump indicating a desire for negotiations [8] Telecommunications Sector - The three major telecom operators, China Mobile (600941), China Telecom (601728), and China Unicom, all saw declines of over 4% [10] - A recent announcement from the Ministry of Finance and the State Taxation Administration indicated an increase in VAT rates for telecom services starting January 1, 2026, which may impact revenue and profits [11] Liquor Sector - The liquor sector saw a rebound, with stocks like Shui Jing Fang (600779) and Huangtai Liquor (000995) hitting the daily limit up [12][13] - The liquor industry has been in a correction phase for about five years, with current valuations and institutional positions at historical lows, suggesting potential for recovery [14]

Group 1 - The A-share market saw a significant decline in gold-related stocks, with over 20 stocks hitting the 10% limit down, including notable companies like Xiaocheng Technology, Tongling Nonferrous Metals, and China Gold [1] - Gold prices continued to retreat, with spot gold dropping to $4,586.16 per ounce, a decrease of 18% from last week's historical high of $5,595.44 [1] - Spot silver also experienced a substantial decline, falling to $76.967 per ounce, which is a 36.7% drop from last week's peak of $121.6485 [1] Group 2 - Xiaocheng Technology reported a decline of 17.08%, with a total market value of 15.3 billion [2] - Tongling Nonferrous Metals saw a decrease of 10.04%, with a market capitalization of 99.8 billion [2] - Other companies like Baijin Nonferrous Metals and Hengbang Shares also faced declines of 10.02% and 10.02%, respectively, with market values of 91.1 billion and 26.6 billion [2]

Group 1 - The core point of the article is that Baiyin Nonferrous Metals has hit the daily limit down, with a price of 12.3 yuan, reflecting a decline of 10.02% and a total market capitalization of 91.079 billion yuan [1] - The company reported a significant loss in its 2025 financial forecast, with a net profit attributable to shareholders expected to be between -675 million and -450 million yuan, indicating a shift from profit to loss [1] - The company has also made a large provision for expected liabilities amounting to 314 million yuan, further indicating poor operational performance and declining profitability [1] Group 2 - There was a notable outflow of funds, with the company being included in the "Dragon and Tiger List" on January 29, 2026, showing a total trading volume of 9.406 billion yuan, with net selling by institutional investors amounting to 2.318 billion yuan [1] - The high valuation risk is highlighted by the company's static price-to-earnings (PE) ratio reaching as high as 1392 times, significantly exceeding the industry average, raising concerns about the stock's valuation amidst the reported losses [1]