Core Viewpoint - The article highlights significant trading activities in the stock market, particularly focusing on the performance of specific sectors and stocks, with a notable emphasis on the food and beverage sector, as well as the explosive growth of certain ETFs related to the liquor industry [1][5]. Group 1: Stock Market Performance - The total trading volume of the Shanghai and Shenzhen Stock Connect reached 397.22 billion, with Zijin Mining and CATL leading in trading volume for the Shanghai and Shenzhen markets respectively [1][2]. - The top ten stocks by trading volume included Zijin Mining at 47.69 billion, Guizhou Moutai at 39.74 billion, and China Ping An at 38.24 billion for the Shanghai market [3]. In the Shenzhen market, CATL topped with 41.59 billion, followed by Zhongji Xuchuang at 30.92 billion [4]. Group 2: Sector Performance - The food and beverage sector saw the highest net inflow of capital, amounting to 8.765 billion, with a net inflow rate of 10.12% [6]. Other sectors with significant inflows included cultural media and non-bank financials [6]. - Conversely, the electronics sector experienced the largest net outflow of capital, totaling -44.709 billion, with a net outflow rate of -8.95% [7]. Group 3: ETF Trading Activity - The top ETF by trading volume was the Gold ETF, with a transaction amount of 177.991 billion, reflecting a 48.80% increase from the previous trading day [12]. - The liquor ETF (512690) saw a remarkable 413% increase in trading volume, reaching 43.27 billion, indicating a strong market interest in liquor-related investments [13]. Group 4: Institutional and Retail Trading - Institutional trading was notably active, with Luzhou Laojiao seeing a 10% increase and five institutions buying 608 million [15]. The stock also faced selling pressure from two institutions amounting to 168 million [16]. - Retail trading showed significant activity in the non-ferrous metals sector, with Tongling Nonferrous Metals receiving substantial buying from both retail and institutional investors [18].

Core Viewpoint - The non-ferrous copper sector has experienced a strong rally, with several key stocks reaching their daily limit up, indicating significant investor interest and potential growth in this industry. Group 1: Key Companies and Their Performance - Silver (core stock) YS (601212.SH) latest stock price: 15.19 yuan, daily increase: +10.00% (limit up), covers the entire copper-lead-zinc mining and smelting industry chain, with rich copper resources including the domestic Huoyanshan mine and the acquired Cerro Verde copper mine in Peru [1] - Yuguang Gold Lead (600531.SH) latest stock price: 24.97 yuan, daily increase: +10.00% (5 consecutive limit ups), specializes in lead, zinc, copper smelting, and precious metal recycling, with internationally leading "double-bottom blowing continuous copper smelting" technology [2] - Western Gold (601069.SH) latest stock price: 48.69 yuan, daily increase: +10.00% (limit up), besides its main gold business, it has a stake in the Xinjiang Meide Kangte Bahasu copper polymetallic mine with rich copper reserves [3] - Northern Copper Industry (000737.SZ) latest stock price: 12.87 yuan, daily increase: +10.00% (limit up), the largest copper mining and smelting enterprise in North China, with significant potential for new resources in the deep layers of the copper mine [4] - Tongling Nonferrous Metals (000630.SZ) latest stock price: 9.19 yuan, daily increase: +10.00% (limit up), known as the "cradle of copper industry in New China," leading in domestic cathode copper production capacity, with rich copper reserves including the domestic and Ecuadorian Mirador copper mines [5] - Yunnan Copper (000878.SZ) latest stock price: 13.79 yuan, daily increase: +8.70%, the second-largest copper smelting enterprise under Chinalco, with three major smelting bases and rich resources including the planned acquisition of the Pulang copper mine [6] - Feinan Resources (301500.SZ) latest stock price: 31.34 yuan, daily increase: +10.00% (limit up), a leader in hazardous waste disposal and recycling of non-ferrous metals, producing electrolytic copper through recycling waste copper [8] - Jiangxi Copper (600362.SH) latest stock price: 28.52 yuan, daily increase: +7.84%, the largest copper production base and cathode copper supplier in China, with a complete industry chain and actively acquiring large copper mine projects in Ecuador [9] - Electric Alloy (300697.SZ) latest stock price: 16.66 yuan, daily increase: +5.18%, a well-known domestic producer of copper alloy products, serving major international manufacturers like Schneider and ABB [10] - Hunan Silver (core stock) (002716.SZ) latest stock price: 5.04 yuan, daily increase: +10.04% (limit up), specializes in silver and electrolytic copper, with core mining operations at Baoshan Mining's Yanggui lead-zinc mine, which has associated copper resources [11] - Zhongjin Gold (600489.SH) latest stock price: 13.99 yuan, daily increase: +6.30%, primarily focused on gold, with abundant associated copper resources from its mines in Inner Mongolia and Tibet [12] - Zinc Industry Co., Ltd. (000751.SZ) latest stock price: 3.33 yuan, daily increase: +9.90%, specializes in zinc smelting and comprehensive recovery of copper, gold, silver, and other valuable metals [13] - Hengbang Co., Ltd. (002237.SZ) latest stock price: 14.48 yuan, daily increase: +9.98%, focused on gold smelting with a by-product of electrolytic copper, with an annual capacity of 65,000 tons [15] - Jincheng Mining (603979.SH) latest stock price: 51.67 yuan, daily increase: +10.00% (limit up), driven by "mining services + resources," with key copper projects in Congo (Kinshasa), Zambia, and Colombia [16] - Western Mining (601168.SH) latest stock price: 21.07 yuan, daily increase: +10.00% (limit up), one of the largest non-ferrous metal mining companies in the west, owning the Yulong copper mine, the second-largest single copper mine in China [17]

Group 1 - Meinian Health plans to participate in the restructuring of Zhejiang Bangjie Holdings, aiming to become the controlling shareholder after the completion of the restructuring [3] - Baiyin Nonferrous Metals reported that the revenue from gold and silver products accounted for a low proportion of total operating income, with gold sales contributing 18.67% and silver sales 4.54% in the first half of 2025 [4] - Tiens Wind Power decided to implement a long-term production suspension for six wholly-owned subsidiaries to optimize resource allocation and focus on core businesses [5] Group 2 - Tongling Nonferrous Metals indicated significant uncertainty in the price fluctuations of its main products, with a low self-sufficiency rate for copper concentrate posing supply stability risks [6] - *ST Aowei received a notice of termination of listing due to its market capitalization falling below 500 million yuan for twenty consecutive trading days [7] - Foton Motor expects a net profit increase of approximately 1551% year-on-year for 2025, driven by sales growth in new energy vehicles and overseas markets [9] Group 3 - Beimo High-tech anticipates a net profit increase of 1076.16% to 1261.87% for 2025, supported by cost control and reduced credit impairment losses [10] - Zhongke Sanhuan forecasts a net profit growth of 566.23% to 899.35% for 2025, attributed to technological innovation and improved operational efficiency [12] - Wancheng Group expects a net profit increase of 222.38% to 266.94% for 2025, driven by growth in its retail business and improved sales margins [13] Group 4 - Huayi Technology anticipates a net profit increase of 191.52% to 330.34% for 2025, benefiting from product optimization and cost reduction measures [14] - Nanmo Biology expects a net profit growth of 269.49% to 423.44% for 2025, supported by increased revenue in the biopharmaceutical sector and improved cost control [15] - Baiao Saitu forecasts a net profit increase of 384.26% to 443.88% for 2025, driven by expansion in overseas markets and recovery in the domestic biopharmaceutical industry [16] Group 5 - Hailanxin expects a net profit increase of 387.47% to 631.2% for 2025, supported by advancements in technology and increased market share in marine observation [17] - Panjiang Co. anticipates a net profit growth of 205.3% to 264.83% for 2025, driven by increased coal production and reduced costs [18] - Huaguang New Materials expects a net profit increase of 104.67% to 141.88% for 2025, with significant growth in the electronic sector [20] Group 6 - Guo Sheng Securities forecasts a net profit increase of 25.44% to 67.25% for 2025, supported by active capital market participation and growth in various business segments [25] - Shengyi Technology expects a net profit growth of 87% to 98% for 2025, driven by increased sales of copper-clad laminates [26] - Sifutian anticipates a net loss of 30 million to 45 million yuan for 2025, although this represents a significant reduction in losses compared to the previous year [27] Group 7 - Maanshan Steel expects a net loss of 1.9 billion to 2.5 billion yuan for 2025, with a substantial reduction in losses compared to the previous year [28] - Shennong Seed Industry forecasts a net profit of 90 million to 120 million yuan for 2025, marking a turnaround from previous losses [30] - Jifeng Co. anticipates a net profit of 410 million to 495 million yuan for 2025, achieving a turnaround from losses [31]

龙虎榜方面，白酒概念股集体爆发，泸州老窖今日涨停，五家机构买入6.08亿。有色金属板块依旧强者恒强，铜陵有色走出5天4板，多路资金激烈博弈，其 中获深股通买入2.41亿，一家一线游资（方正证券重庆金开大道）买入1.47亿，一家量化资金（国信证券浙江互联网分公司）买入0.85亿，而遭两家机构卖 出1.41亿。 一、沪深股通前十大成交 今日沪股通总成交金额为1952.75亿，深股通总成交金额为2019.49亿。 | | 沪股通 ( | 1月29日 D | | | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | 成交金额(亿元) | | 1 | 601899 | 紫金矿业 | 47.69 | | 2 | 600519 | 贵州茅台 | 39.74 | | 3 | 601318 | 中国平安 | 38.24 | | 4 | 601138 | 工业富联 | 26.85 | | 5 | 601600 | 中國語V | 20.56 | | 6 | 600030 | 中信证券 | 20.50 | | 7 | 600111 | 北方稀土 | 20.15 | | 8 | 603993 | ...

证券代码：000630 证券简称：铜陵有色 公告编号：2026－003 铜陵有色金属集团股份有限公司 股票交易异常波动公告 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.铜陵有色金属集团股份有限公司（以下简称"公司"或"本公司"） 股票（股票简称：铜陵有色；证券代码：000630）连续2个交易日（2026年 1月28日、2026年1月29日）日收盘价格涨幅偏离值累计达到21.58%。根据 《深圳证券交易所交易规则》的相关规定，属于股票交易异常波动的情况。 2.公司可能面临以下风险： （1）产品价格波动风险：阴极铜等主要产品价格受市场供求关系、全 球宏观经济形势及预期、美元汇率走势、国际重大政治事件等多重因素综 合影响，波动不确定性较大；公司铜精矿产品价格与阴极铜价格联动性较 高，若未来阴极铜价格出现大幅波动，将对公司经营业绩产生显著影响。 （2）铜精矿自给率偏低及项目投产不确定风险：公司目前铜精矿自给 率偏低，且米拉多铜矿二期工程正式投产时间存在不确定性，存在原料供 应稳定性风险。 （3）业绩波动的风险：2025年前三季度公司归属于上市公司股 ...

铜陵有色1月29日公告，公司股票连续2个交易日（2026年1月28日、2026年1月29日）日收盘价格涨幅偏 离值累计达到21.58%，根据《深圳证券交易所交易规则》的相关规定，属于股票交易异常波动情形。 公司阴极铜等主要产品价格受市场供求关系、全球宏观经济形势及预期、美元汇率走势、国际重大政治 事件等多重因素综合影响，波动不确定性较大；公司铜精矿产品价格与阴极铜价格联动性较高，若未来 阴极铜价格出现大幅波动，将对公司经营业绩产生显著影响。公司目前铜精矿自给率偏低，且米拉多铜 矿二期工程正式投产时间存在不确定性，存在原料供应稳定性风险。 ...

铜陵有色公告称，公司股票于2026年1月28 - 29日连续2个交易日收盘价格涨幅偏离值累计达21.58%，属 异常波动。公司生产经营基本面未变，控股股东、实控人无应披露未披露重大事项，异常波动期间无买 卖公司股票行为。公司提醒，当前面临产品价格、铜精矿自给率及项目投产、业绩波动、安全生产等风 险。2025年前三季度净利润17.71亿元，同比下滑35.14% ，股价未来或下跌，投资者需理性决策。 ...

Group 1 - The "gold" concept sector in the A-share market is performing exceptionally well, with several key stocks leading the gains [1] - Silver (core stock) Youse (601212.SH) has a latest price of 15.19 CNY, with a daily increase of +9.99%, being a major player in the non-ferrous metals industry with rich overseas gold resource reserves [1] - Yuguang Gold Lead (600531.SH) has a latest price of 24.79 CNY, with a daily increase of +9.98% (5 consecutive trading days), focusing on lead and copper smelting while also recovering gold and other associated metals [1] - Hunan Gold (002155.SZ) has a latest price of 33.64 CNY, with a daily increase of +10.01% (4 consecutive trading days), possessing a complete gold mining and smelting industrial chain [1] - Zhaojin Gold (000506.SZ) has a latest price of 28.52 CNY, with a daily increase of +9.99% (4 consecutive trading days), controlling the Fiji Vatukoula gold mine with abundant mining resources [1] - Western Gold (601069.SH) has a latest price of 48.69 CNY, with a daily increase of +10.01% (2 consecutive trading days), being a leading gold company in Xinjiang with a complete industrial chain and rich gold resources from owned and acquired mines [1] - Tongling Nonferrous Metals (000630.SZ) has a latest price of 9.19 CNY, with a daily increase of +10.06% (2 consecutive trading days), being a large-scale copper producer benefiting from rising gold prices as a by-product [1] - Xiaocheng Technology (300139.SZ) has a latest price of 84.38 CNY, with a daily increase of +19.52% [1] Group 2 - Sichuan Gold (001337.SZ) has a latest price of 73.53 CNY, with a daily increase of +9.98%, owning the largest operating gold mine in Sichuan Province (Suoluo River Gold Mine) with considerable gold metal resources [3] - Jiangxi Copper (600362.SS) has a latest price of 70.47 CNY, with a daily increase of +9.56%, being a comprehensive production base for copper and gold, currently advancing the acquisition of a large copper-gold mine project in Ecuador with significant resource potential [4] - Zhongjin Gold (600489.SH) has a latest price of 41.00 CNY, with a daily increase of +8.72%, serving as the main listed platform for China Gold Group, a pioneer in the domestic gold industry with abundant gold resource reserves and a solid leading position [5]

| 序号 | 交易营业部名称 | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | | | 深股通专用 | 921次 49.51% S | 74470.33 | 5.27% | | 2 | 国泰海通证券股份有限公司成都北一环路证券营业部 | 178次 56.74% | 25379.55 | 1.79% | | 3 | 国信证券股份有限公司浙江互联网分公司 | 531次 35.97% | 17104.15 | 1.21% | | ব | 国泰海通证券股份有限公司武汉紫阳东路证券营业部 | 12次 41.67% | 15857.97 | 1.12% | | 5 | 方正证券股份有限公司重庆金开大道证券营业部 | 6次 33.33% | 14710.39 | 1.04% | | 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | --- | | | 深股通专用 | 921次 49.51% | 2 | 74470.33 | 5.27% | | 机构专用 2 | CAST MO ...

Group 1 - The industrial metal sector increased by 2.62% on January 29, with Yiqiu Resources leading the gains [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] - Notable gainers in the industrial metal sector included Yiqiu Resources, which rose by 10.08% to a closing price of 4.37, and Tongling Nonferrous Metals, which increased by 10.06% to 9.19 [1] Group 2 - The industrial metal sector experienced a net outflow of 7.772 billion yuan from institutional investors, while retail investors saw a net inflow of 6.846 billion yuan [2] - The top losers in the industrial metal sector included Yian Technology, which fell by 6.03% to a closing price of 16.82, and Guocheng Mining, which decreased by 5.63% to 29.14 [2] Group 3 - Major stocks with significant net inflows included Ding Sheng New Materials, which had a net inflow of 138 million yuan, and Yiqiu Resources with a net inflow of 128 million yuan [3] - Conversely, stocks like Yunnan Copper experienced a net outflow of 226 million yuan from speculative funds [3]