Group 1 - The industrial metal sector experienced a significant increase of 7.3% on January 28, with Xinweiling leading the gains [1] - The Shanghai Composite Index closed at 4151.24, up by 0.27%, while the Shenzhen Component Index closed at 14342.9, up by 0.09% [1] - Key stocks in the industrial metal sector showed substantial price increases, with Xinweiling rising by 11.61% to a closing price of 34.04 [1] Group 2 - The industrial metal sector saw a net inflow of 6.491 billion yuan from main funds, while retail investors experienced a net outflow of 3.721 billion yuan [2] - The trading volume for Xinweiling reached 103,900 hands, contributing to a transaction amount of 345 million yuan [1] - The stock performance of various companies in the industrial metal sector included significant gains, with Chang Aluminum and Zinc Industry both increasing by over 10% [1][2] Group 3 - Major stocks such as China Aluminum and Yunnan Copper also reported notable net inflows from main funds, indicating strong institutional interest [3] - The data shows that retail investors were net sellers in the industrial metal sector, with significant outflows from stocks like Yunnan Copper and Zinc Industry [3] - The overall market sentiment in the industrial metal sector appears to be bullish, driven by institutional buying despite retail selling [2][3]

一、行情回顾 市场全天震荡分化，三大指数涨跌互现。资源股全线爆发，黄金股领涨，四川黄金4连板，招金黄金、湖南黄金3连板；油气股集体拉升，通源石油、中曼石 油等涨停，中国海油涨超6%创新高；有色板块走强，白银有色7连板，中国铝业涨停创16年新高；煤炭板块走高，山西焦化、陕西黑猫涨停。下跌方面，医 药医疗股调整，必贝特、百普赛斯跌超10%。个股跌多涨少，沪深京三市近3700股飘绿，今日成交2.99万亿。 二、当日热点 1.贵金属 贵金属板块今日再度爆发，白银有色7连板，四川黄金、招金黄金、中国黄金等多股继续涨停。 催化上，受美国政策不确定性加剧及日元强势反弹影响，隔夜美元指数急速下挫，盘中最低触及95.51，创2022年2月以来新低。 今日，现货黄金站上5290美元/盎司，日内涨2.09%；现货白银向上触及116美元/盎司，日内上涨3.63%。 1月27日，花旗研究在最新发布的《MetalMatters》报告中，将未来0–3个月白银目标价从100美元/盎司大幅上调至150美元/盎司。在此之前，这一100美元目 标仅在两周前刚刚给出，而当前银价已快速突破110美元关口。 | 股票名称 | | 最新价 = | 涨跌幅 ...

↑点击上面图片 加雪球核心交流群 ↑ A股三大指数今日涨跌不一，截止收盘，沪指涨0.27%，收报4151.24点；深证成指涨0.09%，收报14342.89点；创业板指跌0.57%，收报3323.56点。 沪深京三市成交额达到29926亿，较昨日放量709亿。 行业板块涨少跌多，贵金属、珠宝首饰、采掘行业、有色金属、小金属、煤炭行业涨幅居前，光伏设备、医疗器械、医疗服务、生物制品、航天航 空板块跌幅居前。 个股方面，上涨股票数量超过1700只，逾80只股票涨停。贵金属与有色金属板块掀涨停潮，中金黄金、四川黄金、湖南黄金、西部黄金、湖南白 银、白银有色、北方铜业、铜陵有色、中国铝业等多只股票涨停。 01 贵金属继续狂飙！ 今天现货黄金日内暴涨100美元，现货黄金站上5280美元/盎司，日内涨1.91%。纽约期金站上5310美元/盎司，日内涨3.71%。本月以来累计涨超970 美元，累计涨幅超22%。 A股贵金属板块中中金黄金、四川黄金、湖南黄金、西部黄金、湖南白银、白银有色涨停！白银LOF涨停，本月累计涨幅112%，溢价率49.49%。 | 晓程科技 | 70.60 +20.01% | | 233.89 | | ...

Market Overview - The market experienced fluctuations on January 28, with the Shanghai Composite Index rising by 0.27%, the Shenzhen Component Index increasing by 0.09%, and the ChiNext Index declining by 0.57% [2][12]. - A total of 1,739 stocks rose, 84 stocks hit the daily limit up, while 3,640 stocks fell [3][13]. Sector Performance - Resource stocks surged, with gold stocks leading the gains. Sichuan Gold achieved a four-day limit up, while Zhaojin Mining and Hunan Gold saw three consecutive limit ups [4][14]. - Oil and gas stocks collectively rose, with Tongyuan Petroleum and Zhongman Petroleum hitting the limit up, and China National Offshore Oil Corporation (CNOOC) increasing over 6% to reach a new high [5][16]. - The non-ferrous metals sector strengthened, with Silver Industry (Wei Quan) achieving seven consecutive limit ups, and China Aluminum hitting the limit up, marking a 16-year high [6][17]. - The coal sector also saw gains, with Shanxi Coking Coal and Shaanxi Black Cat hitting the limit up [7][18]. Declines - The pharmaceutical and medical stocks faced adjustments, with Bibete and Baipusais falling over 10% [8][19]. Trading Activity - Significant trading activity was noted, with the HuShen 300 ETF from Huatai-PB exceeding 30 billion yuan in trading volume, and other ETFs like the HuShen 300 ETF from E Fund and the CSI 500 ETF also surpassing 20 billion yuan [9][20]. - A report from CITIC Securities indicated that in previous bull markets, overheating trading conditions prompted cooling policies to prevent severe consequences, suggesting that the current proactive cooling measures are aimed at regulating market momentum without altering the overall positive policy stance [9][20].

Market Overview - The Shanghai Composite Index closed up 0.27% at 4151.24 points, while the Shenzhen Component Index rose 0.09%, and the ChiNext Index fell 0.57% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 29,923 billion yuan, an increase of 708 billion yuan compared to the previous trading day [1] - Major indices in Japan and South Korea mostly rose, with the Nikkei 225 up 0.05% and the KOSPI up 1.69%, reaching a record closing high [1] Commodity Market - Domestic commodity futures saw most contracts rise, with the Shanghai aluminum contract increasing over 5% [2] - Other commodities such as asphalt, gold, and alumina rose over 3%, while crude oil and zinc increased over 2% [2] - Gold and related ETFs saw significant gains, with several ETFs rising over 9% [2] Fund Flow - The top ten stocks by net fund inflow included China Aluminum, which received a net inflow of 1.909 billion yuan [3] Institutional Insights - UBS noted that multiple factors continue to support gold prices, with central banks increasing gold purchases amid favorable macroeconomic conditions [4] - Industrial catalysts are expected in February, particularly in the AI application sector, with major tech companies competing for market share [4] - CITIC Construction Investment recommends focusing on a "technology + resource" dual strategy, highlighting the strong outlook for AI semiconductors and new energy sectors [5]

Market Overview - The A-share market experienced fluctuations on January 28, with the Shanghai Composite Index rising by 0.27% to 4151.24 points, and the Shenzhen Component Index increasing by 0.09% to 14342.89 points. However, the ChiNext Index fell by 0.57% to 3323.56 points, and the Sci-Tech Innovation Index decreased by 0.47% to 1880.57 points [3][4]. Sector Performance - The resource sector led the market, with significant gains in precious metals and oil and gas. The gold sector saw a surge, with China Gold achieving four consecutive trading limit increases, and Hunan Gold achieving three consecutive increases. Other notable performers included Zhongman Petroleum and Xiaocheng Technology, both with two limit increases in three days [4][5]. - The precious metals sector rose by 10.75%, while oil and gas extraction and services increased by 7.61%. The gold concept stocks also saw a rise of 7.54% [5]. Individual Stock Highlights - Notable stocks included Shanxi Coking Coal, which rose by 10% to 4.40, and Shaanxi Black Cat, which increased by 9.92% to 4.32. Other significant gainers included Lu'an Environmental Energy and Jinko Energy [6]. - The total trading volume in the Shanghai and Shenzhen markets reached 2.97 trillion, an increase of 704 billion compared to the previous trading day, with over 3600 stocks declining [6]. Capital Flow - There was a net inflow of capital into sectors such as non-ferrous metals, securities, and communication services, while sectors like photovoltaic equipment, aerospace, and automotive experienced net outflows. Notable inflows included China Aluminum with 1.909 billion, Northern Rare Earth with 1.855 billion, and others [8]. - Conversely, BlueFocus Communication Group, Sungrow Power Supply, and Kweichow Moutai faced significant sell-offs, with net outflows of 2.466 billion, 1.767 billion, and 1.333 billion respectively [8]. Institutional Insights - Dongfang Securities noted that capital is focusing on price increase logic, with technology and resources alternating in performance [10]. - Flash Gold Asset Management emphasized that short-term volatility does not alter the structural opportunities in high-end manufacturing [11]. - Huatai Securities indicated that historically, industries with sustained recovery capabilities during earnings forecast disclosures tend to yield excess returns [12].

Group 1 - The core viewpoint of the news highlights a significant surge in the non-ferrous metal sector driven by rising risk aversion and expectations of interest rate cuts, with the Penghua Non-Ferrous ETF (159880) rising over 7.3% and 14 constituent stocks hitting the daily limit up [1] - Southwest Securities indicates that both precious metals and industrial copper sectors are showing positive expansion, with resource-advantaged companies continuously increasing reserves and production, and upcoming production from marine gold mining projects [1] - As of January 28, 2026, the Guozheng Non-Ferrous Metal Industry Index (399395) has surged by 6.31%, with significant gains in constituent stocks such as Silver Non-Ferrous (up 10.04%), China Aluminum (up 10.02%), and Yunnan Copper (up 10.02%) [1] Group 2 - As of December 31, 2025, the top ten weighted stocks in the Guozheng Non-Ferrous Metal Industry Index (399395) include Zijin Mining, Luoyang Molybdenum, Northern Rare Earth, and others, collectively accounting for 51.65% of the index [2] - The Penghua Non-Ferrous ETF (159880) closely tracks the Guozheng Non-Ferrous Metal Industry Index, which selects 50 securities from the non-ferrous metal industry based on size and liquidity, reflecting the overall performance of listed companies in this sector [1][2]

记者｜金珊 见习记者林芊蔚 编辑｜黎雨桐 1月28日，沪指、深成指冲高回落，创业板指高开低走，盘中一度跌超1%。截至收盘，沪指涨 0.27%，深成指涨0.09%，创业板指跌0.57%。沪深两市成交额2.99万亿，较上一个交易日放量 708亿。盘面上，全市场超3600只个股下跌。 | 行情 | 资金净流入 | 涨跌分布 | | --- | --- | --- | | 上证指数 | 深证成指 | 科创综指 | | 4151.24 | 14342.89 | 1880.57 | | +11.33 +0.27% +12.99 +0.09% -8.90 -0.47% | | | | 万得全A | 创业板指 | 北证50 | | 6863.27 | 3323.56 | 1562.45 | | +7.43 +0.11% -19.04 -0.57% -2.49 -0.16% | | | | 沪深300 | 中证500 | 中证A500 | | 4717.99 | 8601.16 | 5951.10 | | +12.30 +0.26% +52.23 +0.61% +20.68 +0.35% | | | | 中证1000 | 深证 ...

Core Viewpoint - The data indicates significant capital inflows into various stocks, highlighting potential investment opportunities in the market. Group 1: Stock Performance and Capital Inflows - China Aluminum (中国铝业) saw a capital inflow of 1.909 billion, with a price increase of 10.02% [1][2] - Northern Rare Earth (北方稀土) experienced a capital inflow of 1.773 billion, with a price increase of 4.22% [1][2] - Wangsu Science & Technology (网宿科技) had a capital inflow of 1.712 billion, with a notable price increase of 15.14% [1][2] - Tianfu Communication (天孚通信) recorded a capital inflow of 1.546 billion, with a price increase of 4.53% [1][2] - Province Advertising Group (省广集团) attracted a capital inflow of 1.275 billion, with a price increase of 4.9% [1][2] Group 2: Additional Notable Stocks - Invech (英维克) had a capital inflow of 1.116 billion, with a price increase of 6.45% [1][2] - SMIC (中芯国际) saw a capital inflow of 1.037 billion, with a price increase of 3.63% [1][2] - Shannon Chip Creation (香农芯创) experienced a capital inflow of 966 million, with a price increase of 4.54% [1][2] - Luoyang Molybdenum (洛阳钼业) had a capital inflow of 818 million, with a price increase of 9.8% [1][2] Group 3: Other Stocks with Capital Inflows - Changxin Bochuang (长芯博创) recorded a capital inflow of 707 million, with a price increase of 6.18% [3] - Zhongji Xuchuang (中际旭创) had a capital inflow of 703 million, with a price increase of 2.01% [3] - China Telecom (中国电信) saw a capital inflow of 698 million, with a price increase of 3.13% [3] - Zhaoyi Innovation (兆易创新) attracted a capital inflow of 685 million, with a price increase of 5.34% [3] - Shanghai Construction (上海建工) had a capital inflow of 683 million, with a price increase of 10.03% [3] - China Unicom (中国联通) recorded a capital inflow of 682 million, with a price increase of 1.58% [3] - Northern Copper (北方铜业) saw a capital inflow of 603 million, with a price increase of 10% [3] - Huayou Cobalt (华友钴业) had a capital inflow of 581 million, with a price increase of 3.34% [3] - CITIC Securities (中信证券) recorded a capital inflow of 580 million, with a price increase of 0.29% [3]

Market Overview - The A-share market experienced fluctuations on January 28, with the Shanghai Composite Index rising by 0.27% to close at 4151.24 points, while the Shenzhen Component Index increased by 0.09% to 14342.89 points. The ChiNext Index fell by 0.57% to 3323.56 points, and the Sci-Tech Innovation Board Index decreased by 0.47% to 1880.57 points [1][2]. Sector Performance - The gold and non-ferrous metal sectors saw significant gains, with resource stocks leading the market. Notable performances included China Gold achieving four consecutive trading limit increases, Hunan Gold with three consecutive increases, and China Aluminum hitting a 16-year high [1][2][3]. - The precious metals sector rose by 10.75%, oil and gas extraction and services increased by 7.61%, and the gold concept sector grew by 7.54%. Other notable increases included lead and zinc metals, which rose by 6.92% and 6.91%, respectively [3]. Coal Sector - The coal sector also performed well, with Shanxi Coking Coal and Shaanxi Black Cat both hitting the daily limit increase of 10%. Other companies in the sector, such as Lu'an Environmental Energy and Jinko Energy, also saw significant gains [4]. Trading Volume - The total trading volume in the Shanghai and Shenzhen markets reached 2.97 trillion yuan, an increase of 704 billion yuan compared to the previous trading day. However, over 3600 stocks in the market experienced declines [5]. Capital Flow - Main capital flows showed net inflows into non-ferrous metals, securities, and communication services, while there were net outflows from photovoltaic equipment, aerospace, and automotive sectors. Specific stocks like China Aluminum, N Hengyun Chang, and Northern Rare Earth saw net inflows of 1.909 billion yuan, 1.855 billion yuan, and 1.773 billion yuan, respectively [7][8]. - Conversely, BlueFocus Communication Group, Sungrow Power Supply, and Kweichow Moutai faced net outflows of 2.466 billion yuan, 1.767 billion yuan, and 1.333 billion yuan, respectively [9]. Institutional Insights - Dongfang Securities noted that capital is focusing on price increase logic, with technology and resources alternating in performance. Shanjin Asset Management emphasized that short-term volatility does not alter structural opportunities in high-end manufacturing [10]. - Huatai Securities highlighted that historically, industries with sustained recovery capabilities during earnings forecast disclosures tend to yield excess returns [11].