主力资金呈现"弃高就低"特征，净流入化工板块85亿元、贵金属板块42亿元，重点加仓资源类及低估值顺周期标的，同时大幅撤离AI算力、商业航天板块 （分别净流出120亿元、78亿元）。北向资金逆势净买入58亿元，集中增持紫金矿业、山东黄金等资源股及消费、半导体板块。市场量能维持高位但结构分 化加剧，两融资金净流出320亿元撤离高估值科技股，资金向中特估权重及避险板块集结，体现对政策支撑与低估值品种的偏好。全市场下跌个股占比超六 成，成长股承压明显，反映资金分歧仍存且风险偏好有所回落。 二、首次涨停板的投资机会 1.中国化学（601117）：化工龙头企业，深度折价下估值修复空间显著 公司作为国内化工工程领域龙头，主营业务涵盖化工、石油化工、新型煤化工等工程建设，同时布局化工新材料生产业务，形成"工程+实业"双轮驱动格 局。受益于国内化工行业产能优化升级及海外工程订单放量，公司基本面稳健向好，营收及净利润保持稳步增长。1月20日该股涨停，收盘价8.79元，近五 日涨幅7.59%，属于低估值周期股估值修复行情。 | 代码 | 名称 | 收盘 | 涨跌幅 | 济安定价 | 偏离度 | 近五日涨8 | | --- | -- ...

哪些上市公司年报业绩预计大幅亏损？ 黄金概念股大涨 今日（1月21日），A股市场维持窄幅震荡，上证指数收盘微涨0.08%。全天A股成交2.62万亿元，降至1月以来次低水平。黄金概念、玻璃基板、锂矿、先 进封装、CPO概念等涨幅居前。 黄金概念近日持续火爆，最新指数已创历史新高。盘面上，概念股招金黄金、白银有色（维权）、四川黄金、西部黄金、国城矿业（维权）等均录得涨停 板。 招金黄金（000506）目前已连续收获3个涨停板，拉长时间来看，该股近两年来涨幅惊人，以最新收盘价与近两年来的低点相比，招金黄金最大涨幅已达 到20.72倍，是同期黄金概念及有色金属行业涨幅最高的股票。 公开资料显示，招金黄金营业收入主要为黄金产品销售和房屋租赁收入，其中黄金销售业务占比达到98%以上。2025年前三季度，公司实现净利润0.82亿 元，同比扭亏为盈。 公司近日接受机构调研时表示，瓦图科拉金矿尾矿约1800万吨，品位约1g/t—1.5g/t，回收率约40%。目前瓦图科拉金矿排水工作已基本完成，正在进行采 场作业面恢复工作。 国晟科技（维权）遭遇5个跌停 1月21日早盘，国晟科技（603778）开盘跌停，收盘时跌停板封单达94. ...

Core Insights - The precious metals sector experienced a significant increase of 7.94% on January 21, with Xiaocheng Technology leading the gains [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] Precious Metals Sector Performance - Xiaocheng Technology (300139) closed at 46.37, with a rise of 13.24% and a trading volume of 670,900 shares [1] - Zhaojin Mining (000506) saw a closing price of 19.33, up 10.02%, with a trading volume of 1,032,400 shares [1] - Sichuan Gold (001337) closed at 43.76, increasing by 10.01%, with a trading volume of 473,400 shares [1] - Western Gold (601069) closed at 35.31, up 10.00%, with a trading volume of 593,800 shares [1] - Hunan Silver (002716) closed at 13.64, up 10.00%, with a trading volume of 4,045,900 shares [1] - Chifeng Jilong Gold Mining (600988) closed at 38.39, increasing by 9.81%, with a trading volume of 1,437,000 shares [1] - Zhongjin Gold (600489) closed at 29.90, up 8.49%, with a trading volume of 1,486,700 shares [1] - Shandong Gold (600547) closed at 51.47, increasing by 8.20%, with a trading volume of 854,400 shares [1] - Hengbang Shares (002237) closed at 16.95, up 6.40%, with a trading volume of 1,357,900 shares [1] - Shanjin International (000975) closed at 34.79, up 6.23%, with a trading volume of 524,200 shares [1] Fund Flow Analysis - The precious metals sector saw a net inflow of 805 million yuan from institutional investors, while retail investors experienced a net outflow of 759 million yuan [1] - The table indicates that Chifeng Jilong Gold Mining had a net inflow of 3.42 billion yuan from institutional investors, while retail investors had a net outflow of 2.06 billion yuan [2] - Shandong Gold had a net inflow of 3.36 billion yuan from institutional investors, with retail investors experiencing a net outflow of 2.81 billion yuan [2] - Western Gold had a net inflow of 2.46 billion yuan from institutional investors, while retail investors had a net outflow of 1.81 billion yuan [2] - Zhongjin Gold had a net inflow of 1.22 billion yuan from institutional investors, with retail investors experiencing a net outflow of 1.42 billion yuan [2]

Market Overview - The A-share market experienced fluctuations but closed higher, with the Shanghai Composite Index rising by 0.08%, the Shenzhen Component Index increasing by 0.7%, and the ChiNext Index up by 0.54% [1]. Precious Metals Sector - The precious metals sector led the market gains, with stocks such as Sichuan Gold (001337) and Zhaojin Gold (000506) hitting the daily limit [3][6]. - Notable price movements included Zhaojin Gold at 19.33, up 10.02%, and Sichuan Gold at 43.76, also up 10.01% [7]. Chip Industry - The chip industry saw significant activity, with stocks like Huada Technology (002185) and Longxin Technology reaching their daily limit [3]. Lithium Mining Sector - The lithium mining sector showed a rebound, with stocks such as Shengxin Lithium Energy (002240) and Dazhong Mining (001203) also hitting the daily limit [3]. Sports Industry - The sports industry stocks strengthened in the afternoon, with Jinling Sports (300651) rising over 14% and Shuhua Sports (605299) hitting the daily limit at 13.04 yuan per share, giving it a market value of 5.336 billion yuan [10][12]. ETF Trading Activity - There was a notable increase in trading volume for broad-based ETFs, with the Shanghai 50 ETF (510050) exceeding 15 billion yuan in trading volume, marking the highest level since July 2015 [5]. Gold Price Surge - Gold prices surged due to safe-haven demand and a weakening dollar, with London spot gold rising over 2.5% to surpass 4,880 USD per ounce, setting a new historical high [9].

1月21日，A股市场冲高回落，截至收盘，沪指涨0.08%，深成指涨0.7%，创业板指涨0.54%，科创综指 涨2.32%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | the control control concession in the control of the controllers and | 4116.94c | 3.29 | 0.08% | | 399001 | 深证成指 | S | 14255.13c | 99.50 | 0.70% | | 399006 | 创业板指 | In | 3295.52c | 17.54 | 0.54% | | 000680 | 科创综指 | Non m | 1862.69c | 42.21 | 2.32% | 盘面上，半导体、AI算力产业链集体爆发，GPU、先进封装、CPO方向齐上涨。有色金属板块活跃，黄 金股掀涨停潮，锂矿、铜矿涨幅靠前。银行、煤炭、白酒、零售板块走弱。 具体来看，贵金属板块集体爆发，招金黄金、四川黄金、西部 ...

1月21日，现货黄金直线拉涨，盘中首次突破4800美元，再创历史新高。截至12时，现货黄金突破4840美元/盎司，涨1.66%。 在A股市场，今天贵金属概念同样涨到一骑绝尘。截至午间收盘，贵金属板块指数暴涨逾6%，再创历史新高，位列A股板块涨幅第一。个股方面，招金黄金 3连板，湖南白银2连板。 | | 贵金属 | | | | --- | --- | --- | --- | | | 5954.25 6.13% | | | | 涨幅榜 | 跌幅榜 盘口 | | 新闻 | | 招金黄金 | 19.33 | | 10.02% | | 000506 | | | | | 湖南白银 | 13.64 | | 10.00% | | 002716 | | | | | 四川黄金 | 43.57 | 9.53% | | | 001337 | | | | | 赤峰黄金 | 37.06 | | 6.01% | | 600988 | | | | | 西部黄金 | 33.80 | | 5.30% | | 601069 | | | | | 中金黄金 | 28.94 | | 5.01% | | 600189 | | | | 持续暴涨 金饰克价直 ...

Capital.com高级市场分析师凯尔·罗达表示："特朗普周末对欧洲国家加征关税，并加大力度胁迫以吞并 格陵兰岛，导致人们对美国失去信任。黄金价格的波动反映了人们对全球地缘政治紧张局势的担 忧。""显然，投资者正在抛售美元，抛售美债，尤其是长期国债，转而买入黄金，因为目前市场对黄金 的信心高于对美元的信心。" A股市场黄金概念股午后进一步拉升，其中，白银有色、国城矿业、四川黄金、中国瑞林、湖南白银、 招金黄金涨停，南矿集团涨超8%，西部黄金、赤峰黄金涨超7%，豫光金铅、晓程科技、中金黄金涨超 6%，株冶集团、山金国际、盛达资源、鹏欣资源涨超5%。 受避险需求和美元走软的提振，金价飙升至每盎司4870.96美元的历史新高。美国总统特朗普对格陵兰 岛的觊觎可能会引发与欧洲的贸易战，并可能动摇北约。 | 代码 | 名称 | | 涨幅% ↓ | 息市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 601212 | 白银有色 | 1 | 10.01 | 635亿 | 46.50 | | 000688 | 国城矿业 | 10 | 10.01 | 331亿 | ...

Group 1 - The core viewpoint of the news is that Zhaojin Gold (SZ000506) experienced a trading halt on January 21, 2026, with a closing price of 19.33 yuan, reflecting a 10.02% increase and a total market capitalization of 17.958 billion yuan [1] Group 2 - The reasons for Zhaojin Gold's trading halt include the new highs in gold futures, resource layout, and inflow of institutional funds. The company primarily focuses on gold mining and sales, with gold sales accounting for 98.37% of its revenue. The recent surge in gold prices has significantly benefited the company [2] - In 2026, the company plans to enhance exploration efforts to increase resource reserves, particularly focusing on the exploration rights of the Beidao Kaxishan area. It will also cautiously evaluate external acquisition opportunities to improve resource security, which is favorable for the company's long-term development [2] - The gold sector has attracted market attention due to rising gold prices, leading to increased investor interest in gold-related stocks. Data from Tonghuashun indicates significant capital inflow into the gold sector, with Zhaojin Gold's segment also favored by investors [2] - On January 20, 2026, Zhaojin Gold was listed on the "Dragon and Tiger List" due to net buying from institutions and foreign capital, indicating a clear inflow of funds. The trading volume on that day was 1.677 billion yuan, with total purchases of 334 million yuan and total sales of 518 million yuan, suggesting positive market sentiment towards the company's future [2] - From a technical perspective, if the stock's MACD indicator formed a golden cross or if the K-line broke through significant resistance levels, such as the upper Bollinger Band, it would attract more technical investors, further driving up the stock price [2]

（文章来源：证券时报网） 据天眼查APP显示，招金国际黄金股份有限公司成立于1988年05月10日，注册资本92901.7761万人民 币。 数据宝统计，截至11:13，招金黄金成交额17.33亿元，创2024年4月15日以来新高。最新股价上涨 10.02%，换手率10.11%。上一交易日该股全天成交额为16.77亿元。 ...

龙虎榜数据显示，该股因连续三个交易日内，涨幅偏离值累计达20%、日涨幅偏离值达7%上榜龙虎榜1 次，买卖居前营业部中，机构净买入1.13亿元，深股通累计净买入9573.24万元，营业部席位合计净卖出 3.10亿元。 招金黄金盘中涨停，已连收3个涨停板，截至11:04，该股报19.33元，换手率9.86%，成交量9156.30万 股，成交金额16.89亿元，连续涨停期间，该股累计上涨33.13%，累计换手率为27.69%。最新A股总市 值达179.58亿元，A股流通市值179.50亿元。 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2026.01.20 | 10.02 | 10.69 | -10939.03 | | 2026.01.19 | 9.99 | 7.14 | 2222.56 | | 2026.01.16 | -1.89 | 3.04 | -3188.18 | | 2026.01.15 | 3.35 | 6.20 | 2508.85 | | 2026.01.14 | 0.70 | 4.81 | -2252.08 ...