Group 1 - The aluminum sector in Hong Kong has seen a significant rise, with notable increases in stock prices for several companies [1] - China Aluminum (02600.HK) experienced a surge of 13.32%, reaching HKD 15.14 [1] - Nanshan Aluminum International (02610.HK) rose by 7.74%, trading at HKD 72.4 [1] - China Hongqiao (01378.HK) increased by 6.99%, with a price of HKD 40.1 [1] - Innovation Industry (02788.HK) saw a gain of 2.78%, priced at HKD 28.14 [1]

1月28日午后， 现货黄金延续强劲涨势，现突破5260美元/盎司，日内涨近80美元。 A股有色金属板块集体大涨，截至发稿，晓程科技20%涨停，白银有色、中国铝业、招金黄金、北方铜 业、四川黄金等近20股涨停。 | 代码 | 名称 | 现价 | 涨跌幅 ▼ | 涨跌 | | --- | --- | --- | --- | --- | | 300139 | 晓程科技 | 70.60 | 20.01% | 11.77 | | 920634 | 新威凌 | 34.88 | 14.36% | 4.38 | | 301026 | 浩通科技 | 37.73 | 11.10% | 3.77 | | 002160 | 常铝股份 | 6.77 | 10.08% | 0.62 | | 000751 | 锌业股份 | 7.11 | 10.06% | 0.65 | | 601212 | 白银有色 | 13.81 | 10.04% | 1.26 | | 000758 | 中国股份 | 9.00 | 10.02% | 0.82 | | 601600 | 中国铝不 | 14.60 | 10.02% | 1.33 | | 002237 | 恒 ...

消息面上，因特朗普"美元溜溜球"言论及美日干预汇市预期，美元跌至四月新低，铝价升至近四年来新 高。兴业证券近期研报指出，需双线主导，铝进入紧缺周期，叠加较低的库存，支撑铝价中枢抬升。中 国电解铝企业具备全球竞争力、正将行业红利转化为股东回报。看好铝价中枢抬升，铝价每上涨10%， 将带来约30%的EPS增厚，质量与周期共振，看好电解铝板块价值重估。推荐公司中国宏桥、中国铝 业，关注创新实业、南山铝业国际。 铝业股再度走高，截至发稿，中国铝业（601600）(02600)涨13.32%，报15.14港元；南山铝业 （600219）国际(02610)涨7.74%，报72.4港元；中国宏桥(01378)涨6.99%，报40.1港元；创新实业 (02788)涨2.78%，报28.14港元。 ...

消息面上，因特朗普"美元溜溜球"言论及美日干预汇市预期，美元跌至四月新低，铝价升至近四年来新 高。兴业证券近期研报指出，需双线主导，铝进入紧缺周期，叠加较低的库存，支撑铝价中枢抬升。中 国电解铝企业具备全球竞争力、正将行业红利转化为股东回报。看好铝价中枢抬升，铝价每上涨10%， 将带来约30%的EPS增厚，质量与周期共振，看好电解铝板块价值重估。推荐公司中国宏桥、中国铝 业，关注创新实业、南山铝业国际。 智通财经APP获悉，铝业股再度走高，截至发稿，中国铝业(02600)涨13.32%，报15.14港元；南山铝业 国际(02610)涨7.74%，报72.4港元；中国宏桥(01378)涨6.99%，报40.1港元；创新实业(02788)涨2.78%， 报28.14港元。 ...

Group 1 - The core viewpoint of the articles highlights the strong performance of precious metals, particularly gold and silver, driven by geopolitical risks and central bank purchases [1][2] - As of January 28, the spot gold price surpassed $5200 per ounce, with major gold jewelry brands in China quoting prices above 1600 yuan per gram [1] - The global official gold reserves have surpassed U.S. Treasury securities for the first time in 30 years, indicating a shift in reserve asset preferences [1] Group 2 - In the copper market, Zambia's copper production is expected to grow by 8% to 890,346 tons by 2025, although it falls short of the 1 million tons target [2] - The London Metal Exchange copper price fell below $13,000, but long-term demand is supported by investments in AI data centers and China's State Grid [2] - The silver market has seen a year-to-date increase of over 55%, with a single-day jump of 8% on January 27 [2] Group 3 - The Precious Metals ETF (516650) closely tracks a series of sub-indices, selecting 50 large, liquid listed companies from related sectors, with top holdings including Shandong Gold and Zhongjin Gold [2]

港股中字头个股集体拉升，中国铝业H股涨超11%，中石化油服H股涨超13%，中国中铁涨超8%，中国 海洋石油、中国石油股份涨超5%，中国石油化工股份、中国神华涨超3%。 ...

Market Overview - The three major indices showed mixed performance, with the Shanghai Composite Index rising by 0.49% to 4160.01, the Shenzhen Component Index increasing by 0.09% to 14342.74, and the ChiNext Index declining by 0.37% to 3330.39 [1][2]. Sector Performance - Precious metals, industrial metals, and petrochemicals sectors performed strongly, while solar energy, pharmaceuticals, and aerospace sectors experienced fluctuations [2]. - The basic metals sector saw significant gains, with copper and aluminum industries leading the rise, as multiple stocks hit the daily limit up [6]. Stock Highlights - Notable stocks included China National Offshore Oil Corporation, China Petroleum, and China Unicom, which showed strong performance [4]. - The aluminum futures market saw a rise of over 4%, with the main contract reported at 25345 yuan/ton [8]. Biotechnology Sector - The biotechnology sector faced declines, with several companies such as Zhijiang Biology and Baipusais losing over 9% [10][11]. Solar Energy Sector - The solar energy sector faced downward adjustments, with companies like High Measurement and Maiwei experiencing drops exceeding 6% [11].

主力资金早间净流入有色金属、基础化工、石油石化、建筑装饰等板块，净流出电力设备、国防军工、 医药生物、汽车等板块。 具体到个股来看，中国铝业、网宿科技、省广集团获净流入33.76亿元、29.54亿元、21.27亿元。 净流出方面，阳光电源、贵州茅台、航天电子遭抛售19.11亿元、15.44亿元、15.12亿元。 (本文来自第一财经) ...

Group 1 - The non-ferrous metal sector experienced a rebound on January 28, with several companies reaching their daily limit up, indicating strong market performance [1] - Notable companies that saw significant gains include Nanmin Group, Xiaocheng Technology, Hunan Gold, Sichuan Gold, and others, reflecting a broad-based rally in the sector [1] - Additional companies such as Copper Crown Mining, Naipu Mining Machinery, and Dongfang Tantalum also showed upward movement, suggesting positive sentiment across the industry [1]

西部证券指出，康波萧条期，地缘不确定性明显抬升，全球泛滥的流动性天然抱团黄金或者拥有稳定现 金流的类黄金"安全资产"。这是过去几年A股红利策略得到系统性重估的核心逻辑。22-24年"内卷+跨境 资本外流"导致企业自由现金流恶化，现金流策略跑输红利；但当前"反内卷+跨境资本回流"正在修复企 业的自由现金流，现金流策略不仅跑赢红利，更在牛市中跑出超额。 中证全指自由现金流指数以高现金流为筛选逻辑，在当前顺周期环境下配置价值凸显。指数重仓的石油 石化、钢铁、有色金属等行业正迎来景气共振。指数核心筛选逻辑聚焦上市公司经营性现金流质量、自 由现金流规模与持续性，精准锚定具备强盈利兑现能力、抗周期波动属性的龙头企业，在市场震荡环境 中，兼具进攻性与防御性。当下A股逐步进入顺周期复苏阶段，指数的配置逻辑与当前市场风格高度契 合，价值进一步凸显。 从行业布局来看，指数重仓的石油石化、钢铁、有色金属等周期赛道，正迎来供需格局改善、产品价格 上行、行业景气度共振的利好窗口。全球大宗商品价格偏强运行，国内工业生产复苏、基建与制造业需 求回暖，叠加库存低位支撑，相关板块盈利持续修复，为指数提供强劲的上涨动能。 同时，指数中国内家用电 ...