2月3日，招金黄金跌停，截至发稿，报20.79元/股，成交4.11亿元，换手率2.13%，总市值193.14亿元。 资料显示，招金国际黄金股份有限公司位于山东省济南市历下区解放东路25-6号山东财欣大厦9层，成 立日期1988年5月11日，上市日期1993年3月12日，公司主营业务涉及矿业开采与自有房产的出租。主营 业务收入构成为：黄金销售98.37%，其他业务1.63%。 从基金十大重仓股角度 新华行业周期轮换混合A（519095）成立日期2010年7月21日，最新规模1.51亿。今年以来收益 21.16%，同类排名54/8874；近一年收益93.25%，同类排名196/8124；成立以来收益812.11%。 新华行业周期轮换混合A（519095）基金经理为张大江。 截至发稿，张大江累计任职时间3年27天，现任基金资产总规模4.78亿元，任职期间最佳基金回报 97.44%， 任职期间最差基金回报6.55%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff. ...

Group 1 - The core viewpoint of the news is that despite a rebound in gold and silver prices, the A-share market's gold concept stocks mostly experienced declines, with several stocks hitting the daily limit down for three consecutive days [1] - The spot gold price fell to $4,402.38 per ounce before rebounding to $4,855.81 per ounce during the trading session [1] Group 2 - The following gold-related stocks experienced significant declines: - Yuguang Gold Lead: -10.01% with a market cap of 21.9 billion [2] - Sichuan Gold: -10.01% with a market cap of 22.5 billion [2] - Zhaojin Gold: -10.00% with a market cap of 19.3 billion [2] - Silver Nonferrous: -10.00% with a market cap of 82 billion [2] - Shengda Resources: -10.00% with a market cap of 34.1 billion [2] - China Gold: -9.99% with a market cap of 20 billion [2] - Hunan Silver: -9.98% with a market cap of 43.6 billion [2] - Other notable declines include: - Zhongjin Gold: -8.16% with a market cap of 147.8 billion [2] - Cuixue Jewelry: -7.53% with a market cap of 2.738 billion [2] - Hengbang Shares: -7.42% with a market cap of 24.6 billion [2] - Shandong Gold: -7.33% with a market cap of 209.8 billion [2]

Market Overview - On February 2, the market experienced fluctuations with all three major indices falling over 2%, and the Sci-Tech 50 index dropping over 3%. The Shanghai Composite Index closed down 2.48%, the Shenzhen Component Index down 2.69%, and the ChiNext Index down 2.46% [1] - The total trading volume in A-shares was 2.61 trillion yuan, a decrease of 255.83 billion yuan compared to the previous trading day. Over 4,700 stocks in the market declined, with 125 stocks hitting the daily limit down [1] Sector Performance - The liquor sector showed resilience, with Huangtai Liquor achieving three consecutive trading limits, and Jinhuijiu hitting two limits in three days. Water Well Liquor also reached the daily limit up [3] - Conversely, the non-ferrous metals, oil and gas, chemicals, coal, and semiconductor sectors faced significant declines. The non-ferrous metals sector was particularly hard hit, with multiple gold stocks such as Zhaojin Gold and Sichuan Gold experiencing limit downs [3][5] - The oil and gas sector also suffered, with domestic crude oil and fuel futures contracts hitting the limit down, both dropping approximately 7%. Brent crude oil futures fell to $66 per barrel, down 4.67%, while WTI crude oil futures dropped below $62 per barrel, down 4.94% [5][6] Hong Kong Market - The Hong Kong stock market opened lower and continued to decline, with the Hang Seng Technology Index expanding its losses to 4% in the afternoon. The Hang Seng Index closed down 2.23%, and the Hang Seng Technology Index fell 3.36% [6][7] - The precious metals sector in Hong Kong also faced significant losses, with stocks like Shandong Gold and Chifeng Jilong Gold dropping over 12% [7] - The three major telecom operators in China collectively weakened, with China Unicom down over 6%, China Telecom down over 5%, and China Mobile down over 2%. This was influenced by an adjustment in the value-added tax rate for telecom services from 6% to 9%, which will impact the revenue and profits of these companies [7]

Market Overview - The precious metals sector experienced a significant decline of 10.18% compared to the previous trading day, with Xiaocheng Technology 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 - Xiaocheng Technology (300139) closed at 54.70, down 18.96% with a trading volume of 740,500 shares [1] - Hengbang Shares (002237) closed at 18.59, down 10.02% with a trading volume of 60,500 shares [1] - Zhao Jin Gold (000506) closed at 23.10, down 10.01% with a trading volume of 10,800 shares [1] - Sichuan Gold (001337) closed at 59.56, down 10.00% with a trading volume of 3,480 shares [1] - Hunan Gold (002155) closed at 33.30, down 10.00% with a trading volume of 2,273,400 shares [1] - Zhongjin Gold (600489) closed at 33.21, down 10.00% with a trading volume of 62,600 shares [1] - Chifeng Gold (6009888) closed at 38.88, down 10.00% with a trading volume of 74,000 shares [1] - Western Gold (eoloea) closed at 40.25, down 10.00% with a trading volume of 23,500 shares [1] - Shandong Gold (600547) closed at 49.10, down 9.99% with a trading volume of 74,400 shares [1] - Shanjin International (000975) closed at 31.36, down 9.99% with a trading volume of 70,600 shares [1] Capital Flow Analysis - The precious metals sector saw a net outflow of 1.039 billion yuan from institutional investors, while retail investors experienced a net inflow of 769 million yuan [1] - The following stocks had notable capital flows: - Shanjin International (000975) had a net inflow of 1.414 million yuan from retail investors, despite a net outflow of 10.571 million yuan from institutional investors [2] - Sichuan Gold (001337) saw a net outflow of 10.7625 million yuan from institutional investors, with a net inflow of 781.43 million yuan from retail investors [2] - Zhao Jin Gold (000506) had a net outflow of 16.9277 million yuan from institutional investors, while retail investors contributed a net inflow of 1.25826 million yuan [2] - Hengbang Shares (002237) experienced a net outflow of 22.7305 million yuan from institutional investors, with a net inflow of 1.82554 million yuan from retail investors [2] - Zhongjin Gold (600489) had a net outflow of 87.5449 million yuan from institutional investors, while retail investors contributed a net inflow of 5.4129 million yuan [2]

Market Overview - The market experienced a downward adjustment with all three major indices falling over 1%, and the ChiNext index dropping over 2% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.64 trillion yuan, a decrease of 290.4 billion yuan compared to the previous trading day [1] - Over 3,400 stocks in the market declined, while the electric grid equipment sector showed strength with several stocks hitting the daily limit [1] Sector Performance - The electric grid equipment sector saw significant gains, with stocks like Sanbian Technology and Baobian Electric hitting the daily limit [1] - The liquor sector rebounded, highlighted by Huangtai Liquor achieving three consecutive limit-ups and Shui Jing Fang reaching the daily limit [3] - The film and theater sector was active, with Hengdian Film and Television also achieving three consecutive limit-ups [1] - AI applications saw localized increases, with stocks like Yaowang Technology hitting the daily limit and Tongda Hai rising over 15% [1] Downward Trends - Resource stocks collectively adjusted, with non-ferrous metals and oil and gas sectors leading the decline, including multiple stocks like Zhaojin Gold and Sichuan Gold hitting the daily limit [1] - The semiconductor industry chain experienced a collective downturn, with stocks like Wentai Technology hitting the daily limit and others like Kaipu Cloud and Mingwei Electronics dropping over 10% [1] AI and Power Equipment - The global AI computing power construction is entering an explosive phase, with transformers becoming a core infrastructure for computing power [2] - In regions like Guangdong and Jiangsu, transformer factories are operating at full capacity, with some orders for data center-related businesses extending to 2027 [2] - The transformer industry in China consists of approximately 3,000 companies, with exports expected to reach 64.6 billion yuan by 2025, a nearly 36% increase from 2024 [3] Liquor Sector Insights - The liquor sector is experiencing a rebound, with stocks like Huangtai Liquor and Shui Jing Fang showing significant gains [3] - Despite a generally pessimistic market outlook for the liquor industry due to macroeconomic conditions, there are indications of potential investment opportunities as the sector approaches a valuation bottom [5] AI Computing Rental - The AI computing rental sector is also showing resilience, with companies like Litong Electronics and Qunxing Toys hitting the daily limit [5] - Litong Electronics has a rental scale of over 10,000 P, with approximately 4,000 P from self-owned computing power [6] Market News - Tencent's Yuanbao app launched a 10 billion yuan Spring Festival red envelope campaign, which has boosted its ranking in app stores [13] - The Qianwen app announced a 3 billion yuan investment for a Spring Festival initiative, set to launch on February 6, 2024 [23]

【导读】上午A股三大指数集体跌超1%，酒类、银行板块逆市走高，电网设备板块掀"涨停潮" 中国基金报记者张舟 2月第一个交易日，A股市场早盘震荡调整，三大指数均跌超1%。 热门行业指数集体重挫，黄金股票指数盘中下跌8.2%，有色矿业指数、工业有色指数、A股资源指数、大宗商品指数盘中跌幅均超5%，煤炭指数盘中跌 幅超4%，半导体指数盘中下跌3%。 从市场结构看，杀跌的主力，主要还是前期大涨的资源股。贵金属热门个股普遍跌停，工业金属概念板块多只个股跌停，洛阳钼业跌超7%，化工股里的 万华化学跌超7%。 而白酒股逆势走强，电网设备板块掀"涨停潮"，银行板块异动拉升。互联网、文化传媒、公路等板块涨幅居前。 截至午间收盘，沪指报4063.54点，跌1.32%；深证成指走弱，跌1.41%；创业板指跌1.18%。 | 4063.54 | war | 4006.25 - - - - - | 3306.94 | A m | | --- | --- | --- | --- | --- | | 上证指数 -1.32% | | 深证成指 -1.41% | 创业板指 -1.18% | | 个股跌多涨少，全市场共有3496只个股下跌，仅有 ...

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]

申万菱信行业轮动股票A（005009）基金经理为苗琦。 截至发稿，苗琦累计任职时间3年106天，现任基金资产总规模2.66亿元，任职期间最佳基金回报 85.58%， 任职期间最差基金回报29.63%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 数据显示，申万菱信基金旗下1只基金重仓招金黄金。申万菱信行业轮动股票A（005009）四季度持有 股数58.58万股，占基金净值比例为3.28%，位居第十大重仓股。根据测算，今日浮亏损失约150.55万 元。 申万菱信行业轮动股票A（005009）成立日期2017年9月29日，最新规模8973.46万。今年以来收益 23.12%，同类排名35/5579；近一年收益112.66%，同类排名88/4285；成立以来收益202.9%。 2月2日，招金黄金跌10.01%，截至发稿，报23.10元/股，成交708.48万元，换手率0.03%，总市值214.60 亿元。 资料显示，招金国际黄金股份有 ...

Core Viewpoint - The market for gold and silver has experienced significant declines, with spot gold dropping over 4% and spot silver falling more than 5%, indicating a bearish trend in precious metals [1][4]. Group 1: Market Performance - Spot gold is reported at $5,139.38 per ounce after a daily decline of over 4% [4]. - Spot silver is currently priced at $108.90 per ounce, reflecting a drop of more than 5% [4]. - The A-share market opened lower, with all three major indices declining by over 1%, led by the gold and base metals sectors [4]. Group 2: Stock Performance - Several gold and silver-related stocks have hit the daily limit down, including companies like 盛达资源 (Shengda Resources) and 中金黄金 (Zhongjin Gold), which both saw a 10% drop [4][5]. - Specific stock performances include: - 晓程科技 (Xiaocheng Technology) down 19.92% with a trading volume of 2.289 billion [5]. - 贵研铂业 (Guiyan Platinum) down 10.01% with a trading volume of 1.031 billion [5]. - 山东黄金 (Shandong Gold) down 10% with a trading volume of 3.775 billion [6]. Group 3: Risk Announcements - Multiple companies, including 白银有色 (Baiyin Yese) and 招金黄金 (Zhaojin Gold), issued risk warnings due to the volatility in precious metals prices [6][9]. - The domestic prices of gold jewelry have also seen a decline, with major brands like 周生生 (Chow Sang Sang) and 周大福 (Chow Tai Fook) adjusting their prices [6].