Market Overview - The jewelry sector experienced a decline of 5.09% on February 2, with Lai Shen Tong Ling leading the drop [1] - The Shanghai Composite Index closed at 4015.75, down 2.48%, while the Shenzhen Component Index closed at 13824.35, down 2.69% [1] Individual Stock Performance - Notable declines in individual stocks include: - Cai Zi Co., Ltd. (605599) closed at 21.75, up 1.07% with a trading volume of 209,800 shares and a turnover of 452 million yuan [1] - Rebecca (600439) closed at 2.76, down 2.13% with a trading volume of 221,800 shares and a turnover of 62.17 million yuan [1] - ST Xin Hua Jin (600735) closed at 6.03, down 2.27% with a trading volume of 140,400 shares and a turnover of 86.16 million yuan [1] - Zhou Dazheng (002867) closed at 12.40, down 2.67% with a trading volume of 224,600 shares and a turnover of 281 million yuan [1] - Fei Ya Da (000026) closed at 15.39, down 2.96% with a trading volume of 51,300 shares and a turnover of 79.98 million yuan [1] - Lao Feng Xiang (600612) closed at 44.15, down 3.88% with a trading volume of 60,900 shares and a turnover of 271 million yuan [1] - Chao Hong Ji (002345) closed at 12.16, down 4.93% with a trading volume of 317,900 shares and a turnover of 390 million yuan [1] - Jin Yi Culture (002721) closed at 3.41, down 5.01% with a trading volume of 1,125,300 shares and a turnover of 390 million yuan [1] - Ming Pai Jewelry (002574) closed at 6.24, down 5.02% with a trading volume of 270,300 shares and a turnover of 171 million yuan [1] - Man Ka Long (300945) closed at 18.54, down 5.17% with a trading volume of 349,900 shares and a turnover of 661 million yuan [1] Capital Flow Analysis - The jewelry sector saw a net outflow of 263 million yuan from institutional investors, while retail investors had a net inflow of 347 million yuan [2] - The capital flow for individual stocks indicates: - Jin Yi Culture (002721) had a net inflow of 8.35 million yuan from retail investors, while institutional investors had a net outflow of 2.16 million yuan [3] - ST Xin Hua Jin (600735) experienced a net outflow of 2.16 million yuan from institutional investors [3] - Chao Hong Ji (002345) had a net inflow of 31.44 million yuan from retail investors despite a net outflow from institutional and speculative investors [3] - Lao Feng Xiang (600612) had a net outflow of 2.71 million yuan from institutional investors [3] - Rebecca (600439) saw a significant net outflow of 11.30 million yuan from institutional investors [3]

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 article discusses the significant decline in gold and silver prices, with spot gold dropping below $4,590 and spot silver falling below $80 during trading on February 2 [2] - Major gold-related stocks in the Hong Kong market experienced substantial losses, with China Gold International falling over 12%, Chifeng Jilong Gold dropping more than 9%, and Shandong Gold and China Silver Group both declining over 8% [2] - The price of gold jewelry has also seen a decrease, with the price per gram of 24K gold jewelry reported at ¥1,484, down from ¥1,618, marking a drop of ¥134 [2] Group 2 - The article highlights the performance of various gold-related companies, including China Gold, which saw a price drop of 10.01% but a 30.28% increase over five days, and Zhaojin Mining, which also experienced a 10.01% decline [2] - Other notable companies mentioned include Xiaocheng Technology, Tongling Nonferrous Metals, and Laisun Group, all of which faced significant price drops in their stock values [1][2] - The article emphasizes the competitive landscape in the gold market, with Hong Kong vying for global gold pricing authority and Chinese investors reportedly purchasing nearly 10% of the world's gold last year [2]

金饰需求受到挤压 Wind数据显示，截至北京时间1月30日22:00，伦敦现货黄金盘中一度跌超8%，最低触及4941.61美元/盎 司。金价高位跳水引发连锁反应，中国证券报记者在有着"北京水贝"之称的天雅珠宝城走访时发现，市 场观望情绪非常浓厚，成交一夜之间从火热降至冰点。有商家坦言，不光客户观望，很多出售一口价产 品的人也不知道应该如何给折扣，现在是进退两难。 ● 本报记者 董添 市场出现浓厚观望情绪 1月29日、1月30日，中国证券报记者在天雅珠宝城进行走访发现，受国际金价大幅波动影响，市场成交 冰火两重天。 1月29日，COMEX黄金期货盘中一度达到5626.8美元/盎司，盘中巨震，市场销售人员握着手机不时刷 新实时金价。"早上一个价，中午一个价，下午收市又是一个价。很多客户最近几天都在这里蹲点，虽 然成交依旧火热，但受金价高位震荡影响，观望气氛逐渐浓厚起来。"一家从事黄金批发的销售人员告 诉中国证券报记者。 而到了1月30日，记者走访发现，受当日金价大跌影响，成交从火热瞬间降到了冰点。"今天黄金克价比 昨天直接便宜了几十元。之前金价持续上涨时，大家出手都特别果断，而金价下跌后，很多客户反而不 敢下手了 ...

Core Viewpoint - The company, Lai Shen Tong Ling (603900.SH), is expected to achieve a net profit of approximately 58 million yuan for the fiscal year 2025, marking a turnaround from a loss in the previous year [1] Group 1: Revenue and Profitability - The company's revenue is projected to increase by over 20% year-on-year, driven by the continued expansion of its gold business [1] - The proportion of high-margin gold inlay business has significantly increased, leading to an improvement in overall gross margin compared to the same period last year [1] Group 2: Operational Efficiency - The company has been optimizing its business processes and strengthening cost control, resulting in improved operational efficiency [1] - The comprehensive expense ratio has decreased compared to the previous year, contributing to the overall profitability [1]

Group 1 - The core viewpoint of the article is that Laishen Tongling Jewelry Co., Ltd. is expected to achieve a net profit of approximately 58 million yuan for the fiscal year 2025, marking a turnaround from a loss in the previous year [1] - The increase in revenue is attributed to the continuous expansion of the gold business, with a year-on-year growth exceeding 20% [1] - The company has optimized its product structure, leading to a significant increase in the proportion of high-margin gold inlaid products, which has improved the overall gross margin compared to the same period last year [1] - Operational efficiency has improved due to ongoing optimization of business processes and strengthened cost control, resulting in a decrease in the comprehensive expense ratio compared to the previous year [1]

莱绅通灵珠宝股份有限公司 2025 年年度业绩预盈公告 证券代码：603900 证券简称：莱绅通灵 公告编号：2026-010 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。 重要内容提示： 一、 本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 （二）业绩预告情况 经财务部门初步测算，莱绅通灵珠宝股份有限公司（以下简称公司）预计 2025 年度实现归属于母公司所有者的净利润 5,800 万元左右，与上年同期（法 定披露数据）相比，将实现扭亏为盈。 经财务部门初步测算，预计公司 2025 年度实现归属于母公司所有者的扣除 非经常性损益后的净利润 6,300 万元左右。 本期业绩预告未经注册会计师审计。 二、 上年同期经营业绩和财务状况 利润总额：-1.89 亿元 归属于母公司所有者的净利润：-1.84 亿元 1 本次业绩预告适用于《上海证券交易所股票上市规则》第 5.1.1 条 "净利润实现扭亏为盈"的情形。 经财务部门初步测算，预计公司 2025 年度将出现盈利，实现归 ...

Core Viewpoint - The A-share market for gold-related stocks experienced a significant decline, with major stocks dropping sharply following a sudden crash in gold and silver prices, indicating a potential reversal in the market trend [1][2]. Group 1: Market Performance - On January 30, gold concept stocks collectively fell, with notable declines including Xiaocheng Technology down nearly 18%, Feinan Resources down over 15%, and Mankalon down over 14% [1]. - Several other stocks, including Cuihua Jewelry, Yuguang Jin铝, and Shengda Resources, hit the 10% daily limit down [1]. Group 2: Price Fluctuations - Overnight, gold prices plummeted from nearly $5,600 to around $5,100, while silver prices dropped from $121 to below $107 [1]. - Analysts suggest that this rapid and significant correction in gold and silver prices may indicate that the prices have reached recent highs, with implications for future market movements [1]. Group 3: Stock Data Summary - Xiaocheng Technology: -17.97% with a market cap of 19 billion and a year-to-date increase of 128% [2]. - Feinan Resources: -15.23% with a market cap of 11.6 billion and a year-to-date increase of 31.93% [2]. - Mankalon: -14.47% with a market cap of 5.205 billion and a year-to-date increase of 22.90% [2]. - Other notable declines include Diah Shares (-10.56%), Cuihua Jewelry (-10.02%), and Yuguang Jin铝 (-10.00%) [2].

（记者 曾健辉） 每经头条（nbdtoutiao）——核电建设热潮下，设备厂忙到"飞起"！订单已排至2028年，员工三班倒， 产线24小时不停 每经AI快讯，莱绅通灵1月29日晚间发布公告称，莱绅通灵珠宝股份有限公司于2026年1月29日收到股 东上海拓牌私募基金管理有限公司-拓牌兴丰7号私募证券投资基金的书面通知，拓牌兴丰通过集中竞价 方式减持公司股份的计划已实施完毕。拓牌兴丰通过集中竞价方式减持公司股份约340万股，占公司总 股本的0.99%。 ...

证券代码：603900 证券简称：莱绅通灵 公告编号：2026-009 莱绅通灵珠宝股份有限公司（以下简称公司）于 2026 年 1 月 29 日收到股东 上海拓牌私募基金管理有限公司-拓牌兴丰 7 号私募证券投资基金（以下简称拓 牌兴丰）的书面通知，拓牌兴丰通过集中竞价方式减持公司股份的计划已实施完 毕，具体内容如下： 上述减持主体无一致行动人。 1 股东名称 上海拓牌私募基金管理有限公司-拓牌兴丰 7 号私募 证券投资基金 股东身份 控股股东、实控人及一致行动人 □是 √否 直接持股 5%以上股东 √是 □否 董事、监事和高级管理人员 □是 √否 其他：不适用 持股数量 18,213,162股 持股比例 5.31% 当前持股股份来源 协议转让取得：18,213,162股 一、减持主体减持前基本情况 大股东持股的基本情况：本次减持前，拓牌兴丰直接持有公司股份 18,213,162 股，持股比例 5.31%；本次减持后，拓牌兴丰直接持有公 司股份 14,813,228 股，持股比例 4.32%； 减持计划的实施结果情况：拓牌兴丰通过集中竞价方式减持公司股份 3,399,934 股，占公司总股本的 0.99%。 ...