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 ...

Core Viewpoint - The precious metals sector in the A-share market has seen a significant surge, with the sector index rising over 6%, reaching a historical high and leading the market in gains [2][3]. Group 1: Market Performance - The precious metals sector index closed at 5954.25, reflecting a 6.13% increase [3]. - Notable individual stock performances include Zhaojin Mining, which rose by 10.02%, and Hunan Silver, which increased by 10.00% [3]. - Other companies in the sector, such as Sichuan Gold and Chifeng Jilong Gold, also experienced gains of 9.53% and 6.01%, respectively [3]. Group 2: Gold Price Trends - The spot gold price has increased by over $200 per ounce this week, marking a nearly 4% rise, with a year-to-date increase exceeding 10% [4]. - As of January 20, the spot gold price was reported at $4762.98 per ounce, with COMEX gold futures at $4768.6 per ounce, both showing a rise of approximately 1.95% and 1.97% respectively [4]. Group 3: Domestic Gold Jewelry Prices - The price of gold jewelry in China has surged, with brands like Chow Tai Fook and Chow Sang Sang reporting prices of 1498 yuan and 1495 yuan per gram, reflecting increases of 2.96% and 2.82% respectively [5][4]. - The overall increase in gold jewelry prices is around 3% [4]. Group 4: Future Outlook - Multiple institutions, including Citigroup, have raised their gold price targets, with expectations of reaching $5000 per ounce due to geopolitical risks and uncertainties surrounding the Federal Reserve [12]. - HSBC also indicated that gold prices could reach $5000 per ounce by mid-2026, driven by safe-haven demand and a weakening dollar [12].

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 ...

Group 1 - Liou Co., Ltd. announced that its stock price fluctuations have been investigated, confirming normal operations and no undisclosed significant information [1] - Tongfu Microelectronics expects a net profit of 1.1 billion to 1.35 billion yuan for 2025, representing a year-on-year growth of 62.34% to 99.24% [17][18] Group 2 - Zhongtung High-tech reported an increase of 91,700 tons in tungsten metal resources, which will not directly impact its current operations or financial situation [2] - Aibo Medical plans to acquire at least 51% of Demai Medical to gain control, aiming to cultivate new profit growth points in the sports medicine sector [2] Group 3 - Zhaojin Gold confirmed normal operations and no undisclosed significant matters after its stock price experienced abnormal fluctuations [3] - Riying Electronics stated that it has no revenue from humanoid robot-related businesses and emphasized the need for rational investment decisions [4] Group 4 - Yifan Transmission intends to purchase 87.07% of Beijing Helishi Electric Technology Co., Ltd., which is expected to constitute a major asset restructuring [5] - China Merchants Industry plans to build four 3000TEU traditional fuel container ships with a total investment of no more than 1.324 billion yuan [6] Group 5 - Jiangtian Chemical plans to invest 49.8 million yuan in a project to produce 60,000 tons of acrylic acid annually [7] - *ST Xinyan has received approval to lift its delisting risk warning after completing its restructuring plan [7] Group 6 - Kangxin New Materials intends to acquire 51% of Wuxi Yubang Semiconductor for 392 million yuan, marking its expansion into the semiconductor field [8] - Guoshun Quantum signed a technology implementation license contract with the University of Science and Technology of China [8] Group 7 - Zhenyu Technology reported a significant increase in orders from the robotics sector for Q4 2025, although these orders represent a small portion of its overall revenue [9] - Yongxing Materials announced that its lithium extraction project has reached full production capacity [9] Group 8 - Nanjing Julong plans to invest 110 million yuan in a production line for modified plastics with an annual capacity of 60,000 tons [9] - Guodian Nanzi signed a strategic cooperation agreement with Huawei to establish an AI technology innovation center [10][11] Group 9 - He Sheng New Materials plans to sell idle factory assets for no less than 80 million yuan [13] - He Sheng New Materials expects a net profit increase of 55% to 75% for 2025, driven by improved supply chain management [14] Group 10 - Kangda New Materials forecasts a net profit of 125 million to 135 million yuan for 2025, marking a turnaround from a loss in the previous year [15] - Yanjing Beer anticipates a net profit increase of 50% to 65% for 2025, supported by its large product strategy [16] Group 11 - Jinfang Energy expects a net profit of 109 million to 143 million yuan for 2025, reflecting a year-on-year growth of 123.97% to 193.7% [19] - Yandong Microelectronics predicts a net loss of 340 million to 425 million yuan for 2025 due to market changes and increased R&D costs [20] Group 12 - Taishan Petroleum forecasts a net profit increase of 30.88% to 66.11% for 2025, benefiting from reduced expenses [21] - Huayuan Holdings expects a net profit increase of 50.98% to 66.82% for 2025, driven by lower raw material prices [22] Group 13 - Huajin Co. anticipates a net loss of 1.6 billion to 1.9 billion yuan for 2025, although the loss is expected to be less than the previous year [23] - Zhongyuan Neipei expects a net profit increase of 80.47% to 109.9% for 2025, supported by steady growth in core business [24] Group 14 - Dongfang Tower expects a net profit of 1.08 billion to 1.27 billion yuan for 2025, reflecting a year-on-year growth of 91.4% to 125.07% [34] - Dali Long anticipates a net profit increase of 51.88% to 86.27% for 2025, driven by market expansion and operational efficiency [35] Group 15 - Hikvision reported a net profit increase of 18.46% for 2025, with total revenue reaching 925.18 billion yuan [44] - Zhongfu Industrial expects a net profit increase of 120.27% to 141.59% for 2025, primarily due to lower costs in the electrolytic aluminum business [45]

Group 1 - The core viewpoint of the news is that gold stocks are experiencing a significant upward trend, with notable increases in specific companies such as Zhaojin Mining reaching a limit-up price [1] - Zhaojin Mining has seen its stock price touch the limit-up, indicating strong market interest and potential investor confidence [1] - Other gold companies, including Sichuan Gold, Shandong Gold International, and China National Gold, are also following the upward trend, suggesting a broader positive movement in the gold sector [1]

Core Viewpoint - The gold industry is experiencing significant growth due to rising gold prices and geopolitical tensions, leading to increased demand for gold as a safe-haven asset. Companies in this sector are leveraging their resource advantages and operational efficiencies to capitalize on these market conditions. Company Summaries - **Sichuan Gold (001337)**: Located in Sichuan, the company benefits from high-quality gold resources and low-cost mining advantages. It is expected to gain from rising gold prices and regional resource integration policies, enhancing its growth potential [1]. - **Zhaojin Gold (000506)**: A well-established player in the gold industry, Zhaojin has a comprehensive supply chain and strong technical capabilities. The company is positioned to benefit from increased gold demand due to geopolitical tensions and has a robust hedging strategy to stabilize profits [2]. - **Shandong Gold International (000975)**: This company operates globally, focusing on low-cost mining resources. It is expected to thrive amid geopolitical conflicts, leveraging its operational experience and resource management to respond to international gold price fluctuations [3]. - **Xiaocheng Technology (300139)**: Focused on intelligent mining solutions and African resource development, the company is set to benefit from both rising gold prices and increased demand for mining technology services [4]. - **China National Gold (600489)**: As a leading state-owned enterprise, it has the largest gold reserves in China. The company is expected to play a crucial role in stabilizing domestic gold supply and prices amid rising global demand [5]. - **Western Gold (601069)**: Based in Xinjiang, the company benefits from high-quality resources and regional policies supporting resource integration. It is positioned as a key player in ensuring domestic gold supply [6][7]. - **Chifeng Gold (600988)**: A rapidly expanding company that has increased its resource reserves through acquisitions. It is expected to enhance profit margins through optimized mining processes amid rising gold prices [8]. - **Hengbang Shares (002237)**: A leading gold smelting company, it benefits from its ability to process complex ores and is positioned to gain from rising gold prices and increased demand for silver recovery [9]. - **Shandong Gold (600547)**: The absolute leader in the gold industry, it has the largest resource reserves and production capacity. The company is expected to stabilize market expectations and supply amid rising gold prices [10]. - **Hunan Silver (002716)**: A core player in the silver industry, it benefits from rising silver prices and increased demand from the photovoltaic industry, enhancing its profit margins [11]. - **Zijin Mining (601899)**: A major player in the non-ferrous metals sector, it has a global footprint in gold mining and is expected to benefit from rising gold prices and geopolitical tensions [12]. - **Yintai Gold (000975)**: This company has a strong resource base and low-cost mining operations, positioning it well to benefit from rising gold prices and increased demand for gold as a safe-haven asset [13]. - **Shengda Resources (000603)**: A leading silver company, it is expected to benefit from rising silver prices and increased demand from the photovoltaic industry, while also expanding into gold resource development [14]. - **Yuguang Gold Lead (600531)**: A leader in lead and zinc smelting, it has strong silver recovery capabilities and is expected to benefit from rising silver prices amid increased industrial demand [15]. - **Hunan Gold (002155)**: A significant gold producer, it is expected to benefit from rising gold prices and regional resource development policies, enhancing its growth potential [16]. - **Zhongrun Resources (000506)**: Focused on overseas gold projects, it is expected to benefit from rising gold prices and geopolitical tensions, leveraging its operational experience [17]. - **Yuancheng Gold (600766)**: This company is focused on gold exploration and development, benefiting from rising gold prices and regional resource integration [18]. - **Xingye Mining (000426)**: A multi-metal mining company, it is expected to benefit from rising silver prices and increased demand for silver in the photovoltaic industry [19]. - **Jin Gui Silver Industry (002716)**: A leading silver smelting company, it is expected to benefit from rising silver prices and increased demand from the photovoltaic industry [20]. - **Western Mining (601168)**: A core player in the non-ferrous metals sector, it is expected to benefit from rising gold prices and increased demand for new energy metals [21]. - **Luoyang Molybdenum (603993)**: A global mining giant, it is expected to benefit from rising gold prices and geopolitical tensions, leveraging its diverse resource portfolio [22]. - **Guizhou Platinum Industry (600459)**: A leader in precious metals, it is expected to benefit from rising demand for platinum and palladium amid global energy transitions [23]. - **Nanmin Group (001360)**: A mining equipment leader, it is expected to benefit from rising gold prices and increased demand for mining equipment amid a booming gold market [24]. - **Xingye Silver Tin (000426)**: This company is expanding its global gold asset portfolio and is expected to benefit from rising silver prices and increased demand for gold [25].

(本文来自第一财经) 招金黄金发布异动公告称，公司股票连续2个交易日收盘价格涨幅偏离值累计超过20%，属于股票交易 异常波动的情况。近期公司经营情况及内外部经营环境未发生重大变化。经公司自查，并向控股股东、 实际控制人函证核实，公司、控股股东和实际控制人不存在关于公司的应披露而未披露的重大事项，不 存在处于筹划阶段的重大事项，也不存在股票异常波动期间买卖公司股票的行为。 ...