这里是帮主郑重为你整理的中长线贵金属龙头标的清单，全部用大白话讲透核心逻辑、布局区间和实操 策略，方便你直接照着做（数据截至2026.1.12，仅作参考，不构成投资建议） 黄金组（压舱石，适合分批建仓，控制总仓位） 山东黄金（600547） 核心逻辑：国内黄金开采绝对龙头，矿产金产量连续多年居首，矿山储备和产能都很稳。美联储降息预 期+央行持续购金，金价中长期有支撑，公司业绩会跟着金价稳步兑现。前几天和矿业圈老伙计聊，他 们都觉得这类龙头的抗波动能力最强。 布局区间：当前股价45元左右，回调至40-42元区间分批建仓，首次仓位控制在总资金的3%-5%，不追 高；若跌破38元，结合金价趋势再评估加仓。 实操提示：适合作为资产组合里的"底仓"，拿住不放，别频繁交易。 盛达资源（000603） 核心逻辑：A股里纯正的白银龙头，核心资产是7座高品位银矿，白银业务占比高。白银兼具金融避险 和工业属性，光伏银浆、新能源汽车等需求持续增长，双轮驱动下，弹性比黄金大。 布局区间：当前股价（参考板块估值），回调至20%左右（比如从高点回落）分批建仓，首次仓位不超 过总资金的2%；白银波动大，一定要设好止损。 实操提示：适合在金 ...

每经AI快讯，盛达资源1月12日晚间发布公告称，公司第十一届第十四次董事会会议于2026年1月11日 以通讯表决方式召开。会议审议了《关于收购广西来宾金石矿业有限公司55%股权的议案》等文件。 （记者 曾健辉） 每经头条（nbdtoutiao）——年产量是传统大田120倍以上，1个人管理1栋楼！实探中国"植物工厂"：水 稻生产期从120天减到60天，没有虫害不用打农药 ...

证券代码：000603 证券简称：盛达资源 公告编号：2026-003 盛达金属资源股份有限公司 关于收购广西来宾金石矿业有限公司 55%股权的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 特别提示： 1、盛达金属资源股份有限公司（以下简称"公司"）拟以现金 26,950.00 万 元收购蒋文莉、刘敏超、刘喜峰、卢黔合计持有的广西来宾金石矿业有限公司（以 下简称"广西金石"、"标的公司"）55%股权（以下简称"标的资产"），本 次交易完成后，广西金石将成为公司的控股子公司。 2、广西金石的核心资产为象州县妙皇花蓬-那宜铜铅锌银矿采矿权（以下简 称"妙皇铜铅锌银矿采矿权"）、广西象州县妙皇花蓬-那宜铜铅锌银矿勘探（2000 坐标）探矿权（以下简称"花蓬-那宜铜铅锌银矿探矿权"）、广西象州县妙皇 花候-花仪铜铅锌银矿勘探探矿权（以下简称"花候-花仪铜铅锌银矿探矿权"）。 3、本次交易不构成关联交易，也不构成《上市公司重大资产重组管理办法》 规定的重大资产重组情形。本次交易审批权限属于公司董事会，无需提交公司股 东会审议。 4、本次交易涉及的矿业权相关风险详 ...

证券代码：000603 证券简称：盛达资源 公告编号：2026-002 盛达金属资源股份有限公司 第十一届董事会第十四次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 盛达金属资源股份有限公司（以下简称"公司"）于 2026 年 1 月 11 日以通 讯表决方式召开了第十一届董事会第十四次会议，本次会议通知于 2026 年 1 月 9 日以邮件等方式发出，公司全体董事一致同意豁免本次董事会提前通知期限。 会议应参加董事 9 名，实际参加董事 9 名。会议由董事长赵庆先生主持，本次会 议的召集、召开和表决程序符合法律法规、规范性文件及《盛达金属资源股份有 限公司章程》的有关规定。会议经表决形成如下决议： 一、审议通过《关于收购广西来宾金石矿业有限公司 55%股权的议案》 具体内容详见公司同日刊登在信息披露网站巨潮资讯网（www.cninfo.com.cn） 和信息披露媒体《证券时报》《中国证券报》《上海证券报》《证券日报》的《关 于收购广西来宾金石矿业有限公司 55%股权的公告》（公告编号：2026-003）。 二、备查文件 1、经与会董事签字并加 ...

盛达资源公告称，公司于2026年1月11日召开第十一届董事会第十四次会议，审议通过《关于收购广西 来宾金石矿业有限公司55%股权的议案》，表决结果为同意9票，反对0票，弃权0票。该议案此前已获 公司董事会战略委员会审议通过。具体内容详见相关公告。 ...

Core Viewpoint - The company Shengda Resources (000603.SZ) plans to acquire a 55% stake in Guangxi Jinshi for 269.5 million yuan to enhance its mineral resource reserves and ensure sustainable development [1] Group 1: Acquisition Details - The acquisition involves cash payment of 26,950,000 yuan for the stake held by four individuals: Jiang Wenli (25.003%), Liu Minchao (21.065%), Liu Xifeng (4.6475%), and Lu Qian (4.2845%) [1] - Upon completion of the transaction, Guangxi Jinshi will become a subsidiary of Shengda Resources [1] Group 2: Asset Overview - Guangxi Jinshi holds mining rights for three key mining assets located in Xiangzhou County, Laibin City, Guangxi: Miaohuang Copper-Lead-Zinc-Silver Mine, Huapeng-Na Yi Copper-Lead-Zinc-Silver Exploration Rights, and Huahou-Huayi Copper-Lead-Zinc-Silver Exploration Rights [1] - The mining rights will remain under Guangxi Jinshi's name post-transaction, and there will be no transfer of mining rights ownership, thus avoiding the need for related approval procedures [1]

Group 1 - The core point of the article is that Shengda Resources plans to acquire a 55% stake in Guangxi Jinshi for 269.5 million yuan to enhance its mineral resource reserves and ensure sustainable development [1] - The acquisition involves the transfer of shares from four individuals: Jiang Wenli (25.003%), Liu Minchao (21.065%), Liu Xifeng (4.6475%), and Lu Qian (4.2845%) [1] - After the transaction, Guangxi Jinshi will become a subsidiary of Shengda Resources, while the mining rights associated with Guangxi Jinshi will remain unchanged and will not require any transfer approval procedures [1] Group 2 - Guangxi Jinshi holds key mining rights in the Xiangzhou County of Laibin City, including the Miaohuang copper-lead-zinc-silver mine and exploration rights for two other mining areas [1] - The transaction is aimed at increasing the company's mineral resource reserves, which is critical for its long-term growth strategy [1]

每经AI快讯，1月12日，盛达资源（000603）公告称，公司拟以现金2.695亿元收购蒋文莉、刘敏超、刘 喜峰、卢黔合计持有的广西来宾金石矿业有限公司55%股权。交易完成后，广西金石将成为公司的控股 子公司。本次交易不构成关联交易，也不构成重大资产重组。公司已与交易对方签署《股权转让协 议》，广西金石全体现有股东均同意放弃标的资产的优先购买权。 ...

Core Insights - The Shanghai Gold Exchange has issued a notice emphasizing the need for market risk control due to significant fluctuations in precious metal prices and rising uncertainties [1] - Gold and silver prices have reached historic highs, with London gold surpassing $4600 per ounce and London silver touching $84.606 per ounce [1] - The A-share precious metals sector has shown strong performance, with several companies experiencing notable stock price increases [1] Market Risk Control - The exchange urges member units to closely monitor market changes and enhance risk emergency plans to maintain market stability [1] - Investors are advised to implement risk prevention measures and manage their positions rationally [1] Precious Metals Performance - As of the report, Mingpai Jewelry's stock rose over 10%, Shengda Resources increased by more than 8%, and several other companies, including China Silver Group and Hunan Silver, saw gains exceeding 5% [1] - Other notable companies such as Chow Tai Fook, China Gold International, and Chow Sang Sang also experienced stock price increases [1]

Group 1 - On January 12, the London spot gold price surged, breaking through $4600 per ounce for the first time, reaching a high of $4566.88 per ounce before slightly retreating, marking a 1.28% increase [1] - The A-share gold concept sector opened strongly on the same day, with companies like Mingpai Jewelry, Xiaocheng Technology, and Xingye Silver rising over 12%, while Shengda Resources and Hunan Silver increased by over 11% and 7% respectively [1] - Domestic gold jewelry brands also saw price increases, with Chow Tai Fook's gold price rising to 1426 yuan per gram, an increase of 20 yuan; Lao Miao's price reached 1429 yuan per gram, up by 22 yuan; and Zhou Shengsheng's price also at 1429 yuan per gram, increasing by 19 yuan [4] Group 2 - The World Gold Council's 2026 outlook suggests that gold prices could rise by 15% to 30% from current levels due to factors such as declining U.S. Treasury yields, heightened geopolitical tensions, and increased risk aversion [4] - American Bank predicts that gold prices may reach $5000 per ounce by 2026, citing sustained driving forces behind the recent price surge [8] - China International Capital Corporation (CICC) advises to focus on asset trend changes rather than specific gold price predictions, noting that current gold prices are significantly above short-term valuation models, indicating potential bubble risks [8]