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]

MACD金叉信号形成，这些股涨势不错！ 摩根大通表示，洛阳钼业完成巴西金矿收购后，于上周日举行电话会议，该行上周亦接待其投资者关系 团队。有关会议进一步强化该行对洛钼策略与营运的正面看法。主要业务更新包括：巴西金矿收购顺利 完成，管理层目标今年黄金产量6至8吨，并于2030年前达20吨；以及今年铜产量指引细节，由工艺优化 及KFM二期产能上升所支持。该行上调对洛钼今明两年盈利预测27%至30%，并将洛钼A股及H股目标 价分别由24元及24港元，上调至30元及30港元，重申"增持"评级。 ...

Group 1: Market Overview - The non-ferrous metal sector experienced a significant rise, with major companies like Zijin Mining and Luoyang Molybdenum seeing substantial gains [1][4] - The oil and gas extraction sector also strengthened, with "three major oil companies" collectively rising, including China National Offshore Oil Corporation increasing over 7% [8] - The overall market sentiment towards resource stocks extended to other cyclical sectors such as chemicals, steel, and coal, all of which saw upward movement [1][11] Group 2: Specific Sector Performance - Precious metals led the gains in the non-ferrous metal sector, with stocks like Zhaojin Mining, Sichuan Gold, and Hunan Gold hitting the daily limit [5][7] - The chemical sector benefited from price increase themes, with specific products like epoxy propylene and glyphosate seeing price hikes [11][12] - The semiconductor sector was also active, with companies like Zhongwei Semiconductor rising over 14% after announcing price increases of 15%-50% for certain products due to supply chain pressures [14] Group 3: Economic Indicators - The US dollar index fell significantly, reaching a near four-year low, influenced by market speculation regarding potential currency interventions by the US and Japan [10] - Analysts predict that oil prices may see a bottoming out and potential recovery in mid-2026, driven by demand recovery and global inventory accumulation [10]

还值得注意的是，洛阳钼业1月25日公告称，公司曾于2025年12月15日披露收购金矿项目，通过控股子公司收购加拿大EquinoxGoldCorp.旗下Aurizona金 矿、RDM金矿、Bahia综合矿区100%权益。北京时间2026年1月23日，该收购完成交割。交易涉及金矿含黄金资源量501.3万盎司，平均品位1.88g/t；储量 387.3万盎司，平均品位1.45g/t。2026年黄金预计年化产量6~8吨，将增厚公司资源储备。 杰富瑞近日发表研报指，洛阳钼业去年12月宣布收购Equinox Gold公司在巴西的黄金资产组合，收购对价最高约为10亿美元。相关交易已经完成。该行的 资产净值分析显示，其隐含金价约为每盎司3320美元。公司在去年中期业务更新时表示，黄金将成为公司继铜以外的另一个业务支柱。管理层认为，以 是次收购约10亿美元的成本计算，预期将获得合理回报，并对黄金持建设性看法。该行预计巴西及厄瓜多尔项目在全面达产后，黄金产量每年将达20 吨。在不考虑进一步扩产或收购的情况下，估计黄金将占洛阳钼业2026年毛利的5%至6%，并于2030年提升至10%以上。管理层初步目标到2030年将黄金 产量翻倍， ...

公司在去年中期业务更新时表示，黄金将成为公司继铜以外的另一个业务支柱。管理层认为，以是次收 购约10亿美元的成本计算，预期将获得合理回报，并对黄金持建设性看法。另外，管理层亦表示有望一 步降低收购所得资产的营运成本，包括协同效应和效率提升，以及公司所提供更具竞争力的采购和供应 链管理。 长期黄金产量目标方面，该行预计巴西及厄瓜多尔项目在全面达产后，黄金产量每年将达20吨。在不考 虑进一步扩产或收购的情况下，估计黄金将占洛阳钼业2026年毛利的5%至6%，并于2030年提升至10% 以上。管理层初步目标到2030年将黄金产量翻倍，计划主要透过并购实现。 富瑞发布研报称，洛阳钼业（603993）(03993)去年12月宣布收购Equinox Gold公司在巴西的黄金资产组 合，收购对价最高约为10亿美元。相关交易已经完成。该行的资产净值分析显示，其隐含金价约为每盎 司3,320美元，对比现货金价超过5,000美元，而年初至今平均价高于4,500美元。该行现予洛阳钼业H股 目标价25.9港元，洛阳钼业(603993.SH)A股目标价26.7元人民币，均予"买入"评级。 ...

智通财经APP获悉，富瑞发布研报称，洛阳钼业(03993)去年12月宣布收购Equinox Gold公司在巴西的黄 金资产组合，收购对价最高约为10亿美元。相关交易已经完成。该行的资产净值分析显示，其隐含金价 约为每盎司3,320美元，对比现货金价超过5,000美元，而年初至今平均价高于4,500美元。该行现予洛阳 钼业H股目标价25.9港元，洛阳钼业(603993.SH)A股目标价26.7元人民币，均予"买入"评级。 长期黄金产量目标方面，该行预计巴西及厄瓜多尔项目在全面达产后，黄金产量每年将达20吨。在不考 虑进一步扩产或收购的情况下，估计黄金将占洛阳钼业2026年毛利的5%至6%，并于2030年提升至10% 以上。管理层初步目标到2030年将黄金产量翻倍，计划主要透过并购实现。 公司在去年中期业务更新时表示，黄金将成为公司继铜以外的另一个业务支柱。管理层认为，以是次收 购约10亿美元的成本计算，预期将获得合理回报，并对黄金持建设性看法。另外，管理层亦表示有望一 步降低收购所得资产的营运成本，包括协同效应和效率提升，以及公司所提供更具竞争力的采购和供应 链管理。 ...

Group 1 - The small metal sector saw a rise on January 28, 2026, with the China Rare Metals Theme Index increasing by 0.23%, and notable stock performances included Dongfang Tantalum Industry up by 8.41%, Zhuhai Group up by 5.25%, and others [1] - Tungsten concentrate prices approached 550,000 RMB per ton, ammonium paratungstate prices exceeded 800,000 RMB, and tungsten powder prices surpassed 1,300,000 RMB [1] - Industrial-grade lithium carbonate prices reached 168,000 RMB per ton with a weekly increase of 9.80%, while lithium iron phosphate prices rose by 4.43% compared to January 4 [1] Group 2 - Longcheng Securities estimated that the static cost share of lithium carbonate, rare earths, and antimony in downstream applications is nearing historical highs, with a demand growth rate of over 10% expected in sensitive sectors like wind power in 2026 [1] - The auction price for lithium spodumene concentrate from Wodgina reached 16,852 RMB per dry ton, indicating a significant premium for overseas lithium resources [1] - The Congolese government submitted a shortlist of state-owned mineral assets to the U.S., highlighting ongoing geopolitical supply disruptions that reinforce the scarcity of strategic metals [1] Group 3 - As of December 31, 2025, the top ten weighted stocks in the China Rare Metals Theme Index included Luoyang Molybdenum, Northern Rare Earth, and others, accounting for 59.54% of the total index [2] - The Rare Metals ETF (562800) tracks the China Rare Metals Theme Index, providing a convenient tool for investing in the rare metals sector [3] - Investors can also explore investment opportunities in the rare metals sector through the Rare Metals ETF linked fund (014111) [4]

2025年2月，刚果（金）战略矿产市场监管控制局宣布，为应对全球钴市场供应过剩的局面，暂停钴产 品出口四个月；6月，宣布出口禁令延期3个月；9月，刚果（金）宣布结束钴出口禁令，并于10月15日 开始执行配额出口制度。 据刚果（金）披露的钴出口配额明细，洛阳钼业2025年四季度获得的钴出口配额达6650吨。上月，洛阳 钼业方面在接受智通财经采访时表示，公司正按照刚果（金）政府程序，落实各种出口安排。（智通财 经记者 高菁） 1月28日，智通财经记者独家获悉，洛阳钼业刚果（金）钴产品已实现出口。 刚果（金）是全球最大的钴生产国，产量在全球占比超七成。 ...

Core Insights - The article highlights the economic potential and growth of Luoyang, showcasing three major companies: Luoyang Molybdenum, AVIC Optoelectronics, and CATL, which are leading in resource, high-end manufacturing, and new energy sectors respectively [6][8][9]. Group 1: Company Performance - Luoyang Molybdenum achieved a profit exceeding 20 billion yuan and became the first A-share listed company in Henan to surpass a market value of 500 billion yuan, marking a successful global expansion for resource-based enterprises [6][9]. - AVIC Optoelectronics reported revenue exceeding 15.8 billion yuan in the first three quarters of 2025, establishing a strong position in the connector industry with significant technological barriers [6][8]. - CATL's Luoyang base has generated a cumulative output value exceeding 17.5 billion yuan since its inception, supported by a total investment of 32 billion yuan, contributing to the restructuring of the regional industrial ecosystem [6][8]. Group 2: Technological Innovation - Luoyang Molybdenum's digital transformation includes an AI blending system that reduced raw material waste from 15% to 3%, saving the equivalent of a small mine's output annually [9]. - AVIC Optoelectronics has diversified its product range from two types of aviation connectors to over 500 series, demonstrating resilience against market fluctuations through product diversification and scenario expansion [10]. - CATL's investment in a "lighthouse factory" with 95% automation and a solid-state battery pilot line positions it to capitalize on current and future market opportunities [11]. Group 3: Economic Impact - The Luoyang base of CATL has driven a 113.6% year-on-year growth in the city's electrical machinery and equipment manufacturing sector, significantly boosting industrial investment and overall economic growth [11]. - The article emphasizes the importance of traditional industries laying the foundation for new industries, creating a multi-faceted industrial structure that supports economic resilience [8][9]. Group 4: Systemic Collaboration - The integration of innovation and industry chains is crucial for transforming economic potential into growth, with Luoyang focusing on deepening the collaboration between various sectors [12][13]. - The article discusses the need for institutional reforms and the revitalization of idle resources to support the transformation of old industrial bases [14]. Group 5: Future Outlook - Luoyang's strategic initiatives aim to enhance its manufacturing capabilities and foster a modern industrial system, with a focus on high-quality development across various sectors [18][19]. - The city plans to leverage its historical industrial base while embracing innovation and reform to ensure sustainable economic growth [23].

国际金价迭创新高，一轮金矿并购热潮同步上演。1月26日晚间，紫金矿业宣布以55亿加元（约合人民 币280亿元）收购加拿大联合黄金，创下公司最大单笔并购纪录。 这是中国矿企全球"揽金"中的一例。洛阳钼业40天"闪电"交割南美金矿资产；江西铜业宣布以约8.42亿 英镑全面要约收购索尔黄金；灵宝黄金拟以3.7亿澳元将巴布亚新几内亚Simberi在产金矿纳入麾下；盛 屯矿业则以1.9亿美元收购刚果（金）Adumbi金矿……2025年下半年以来，中国矿企境外黄金矿山收购 总规模已接近600亿元人民币，交易标的遍布非洲、南美等地。 矿企加速全球"揽金" 在全球矿业并购市场，黄金已成为最炙手可热的标的。标普全球数据显示，自2023年起黄金资产并购金 额便超越普通金属，2024年黄金资产并购案件与金额占全球采矿业整体的70%左右。 中国企业已然成为其中最活跃的参与者之一。2026年1月26日晚，紫金矿业公告，旗下紫金黄金国际拟 以55亿加元（约合人民币280亿元）收购加拿大联合黄金全部股权，将马里Sadiola金矿、科特迪瓦金矿 综合体及埃塞俄比亚Kurmuk金矿收入囊中。这三座矿山合计拥有金资源量533吨，2024年产金1 ...