今日，A股有色金属板块延续强势上扬态势，板块内贵金属及基本金属分支多点开花，赚钱效应持续释 放。午后，盛达资源强势封死涨停，成为板块午后拉升的核心标杆；此外，兴业银锡、驰宏锌锗、国城 矿业等多只核心个股同步跟涨，形成板块联动上涨格局。资金面来看，板块受贵金属价格创新高及政策 利好催化，关注度显著提升，核心标的获资金集中追捧，整体呈现强者恒强的强势格局。 有色金属行业1月最新权威利好消息 1. 贵金属价格集体创下历史新高：当地时间1月14日，纽约商品交易所2月交割的黄金期价报收于每盎司 4635.70美元，3月交割的白银期价报收于每盎司91.385美元，均创收盘历史新高；LME铜期货盘中触及 每吨13400美元高点，LME锡价盘中上涨近11%，收于每吨53462美元，四种金属同步刷新历史新高，为 板块提供强力支撑。截至1月23日，现货白银突破99美元关口，现货黄金距5000美元大关不足50美元， 价格强势为A股相关标的赋能。 2. 上海发布政策提升有色金属全球定价权：1月22日消息，上海出台18项措施，目标直指提升有色金属 全球定价影响力，叠加财政支出"只增不减"的宏观基调，政策与市场资金形成共振，为行业注入强 ...

有色金属板块持续上扬， 盛达资源午后涨停， 豫光金铅、 白银有色此前封板， 兴业银锡、 驰宏锌 锗、 国城矿业跟涨。 ...

Group 1 - The A-share market saw a strong performance in lithium mining stocks, with notable gains from companies such as Chuaneng Power, which rose over 7%, and Tibet Summit and Guocheng Mining, which increased by over 6% [1] - The main contract for lithium carbonate surged by more than 5%, reaching a new high of 178,000 yuan per ton [1] Group 2 - Chuaneng Power's stock increased by 7.72%, with a total market capitalization of 25.8 billion yuan and a year-to-date increase of 19.83% [2] - Tibet Summit's stock rose by 6.47%, with a market cap of 19 billion yuan and a year-to-date increase of 37.83% [2] - Guocheng Mining's stock increased by 6.38%, with a market cap of 34.6 billion yuan and a year-to-date increase of 5.00% [2] - Other notable performers include Dazhong Mining (up 5.37%), Yiyaton (up 5.36%), and Ganfeng Lithium (up 4.54%) [2]

格隆汇1月23日｜A股市场锂矿股走强，其中，川能动力涨超7%，西藏珠峰、国城矿业（维权）涨超 6%，大中矿业、怡亚通涨超5%，赣锋锂业、永兴材料、奥联电子（维权）、金圆股份（维权）涨超 4%，德方纳米、新迅达（维权）、江特电机、西部矿业、华友钻业、融捷股份涨超3%。消息面上，碳 酸锂主力合约一度涨超5%，报178000元/吨，创阶段新高。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 000155 | 川能动力 | | 7.72 | 258亿 | 19.83 | | 600338 | 西藏珠峰 | | 6.47 | 190亿 | 37.83 | | 000688 | 国城矿业 | 1 | 6.38 | 346亿 | 5.00 | | 001203 | 大中矿业 | | 5.37 | 487亿 | 3.62 | | 002183 | 怡亚通 | 4 | 5.36 | 153亿 | 23.95 | | 002460 | 赣锋锂业 | 1 | 4.54 | 1531亿 | 16.11 | | 002756 ...

基金去年四季度重仓股曝光。共2977只股票入围基金重仓股名单。调仓动向显示，新进654只，增持 1128只，减持1170只，24只股票基金持股数与前一季度相比持平。 证券时报·数据宝统计，基金新进股中，机械设备行业最为集中，83只股上榜，基础化工、电子、医药 生物等行业紧随其后，分别有65只、63只、49只个股入围。从所属板块看，基金新进股中，创业板有 186只、科创板有60只、深沪主板有363只、北交所有45只。 基金新进股持股市值排行榜 基金去年四季度新进股中，从期末持股市值来看，持股市值在亿元以上的有24只，持股市值在5000万元 ~1亿元之间的有23只，持股市值1000万元~5000万元的有117只。 持股市值最高的是超捷股份，去年四季度基金持股市值合计达14.93亿元，该股共获25只基金扎堆持 有，合计持股量达974.72万股，占流通股本的比例为7.36%；其次是国城矿业，基金新进股市值达7.85 亿元，共入围33只基金重仓股名单，持股总量为2822.12万股，占流通股本的比例为2.38%；淳中科技获 基金新进301.19万股，持股市值合计达6.73亿元，位列基金新进股持股市值第三位。 基金新进股持 ...

每日经济新闻 每经AI快讯，1月23日，锂矿指数盘中涨3%，川能动力、大中矿业涨超7%，国城矿业、融捷股份涨超 5%，西藏珠峰涨超4%。 ...

Core Viewpoint - The A-share silver sector has shown remarkable performance, with several companies in the industry experiencing significant stock price increases. Group 1: Company Performance - Silver Industry Company (601212.SH) latest stock price: 8.57 yuan, daily increase: +10.01%, noted as a comprehensive production base for various non-ferrous metals [1] - Guocheng Mining (000688.SZ) latest stock price: 27.92 yuan, daily increase: +10.01%, primarily operates in Inner Mongolia, a major area for lead, zinc, and silver mining in China [2] - Hunan Silver (002716.SZ) latest stock price: 13.64 yuan, daily increase: +10.00%, recognized as an important base for silver production and export in China [3] - Chifeng Gold (600988.SH) latest stock price: 38.39 yuan, daily increase: +9.81%, main products include silver minerals, with subsidiaries producing zinc, lead, copper, and molybdenum concentrates [4] - Shengda Resources (000603.SZ) latest stock price: 46.00 yuan, daily increase: +9.58%, a leading silver company with high-margin mining operations [5] - Zhuhai Group (600961.SH) latest stock price: 20.47 yuan, daily increase: +7.91%, main smelting products include silver [6] - Yuguang Gold Lead (600531.SH) latest stock price: 15.10 yuan, daily increase: +6.86%, a leading company in silver production, focusing on silver and other non-ferrous and precious metal smelting and sales [7][8] - Hengbang Shares (002237.SZ) noted for owning Yulong Mining, the largest single silver mine in China [10] - Huayu Mining (601020.SH) daily increase: +4.39%, recognized for its "Guiyan" brand silver ingots [11] - Tongling Nonferrous Metals (000630.SZ) latest stock price: 6.21 yuan, with gold and silver as primary products [12] - Shanjin International (000975.SZ) latest stock price: 34.79 yuan, daily increase: +6.23% [12] - Xingye Silver Tin (000426.SZ) latest stock price: 54.20 yuan, daily increase: +4.73%, with a subsidiary being one of the largest silver production mines in China [12] - Guiyan Platinum Industry (600459.SH) daily increase: +2.81%, main products include cathode copper and silver as a by-product of smelting [13]

Group 1 - The metal lead concept increased by 5.01%, leading the sector in gains, with 33 stocks rising, including major players like Dazhong Mining and Guocheng Mining hitting the daily limit [1][2] - Notable stock performances include Chifeng Gold, Shengda Resources, and Zhuhai Group, which rose by 9.81%, 9.58%, and 7.91% respectively [1][2] - The metal lead sector saw a net inflow of 2.988 billion yuan, with 28 stocks receiving net inflows, and 10 stocks exceeding 100 million yuan in net inflows, led by Zijin Mining with 822 million yuan [2][3] Group 2 - The top stocks by net inflow ratio include Wolong New Energy, Dazhong Mining, and Guocheng Mining, with net inflow ratios of 50.17%, 26.51%, and 24.91% respectively [3][4] - The leading stocks in the metal lead concept based on net inflow include Zijin Mining, Chifeng Gold, and Yuguang Gold, with respective net inflows of 822 million yuan, 296 million yuan, and 276 million yuan [3][4] - The trading performance of stocks in the metal lead sector shows significant activity, with high turnover rates and notable price increases for several companies [4][5]

| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 金属铅 | 5.01 | 免税店 | -1.16 | | 金属锌 | 4.83 | 信托概念 | -1.09 | | 黄金概念 | 3.82 | 乳业 | -0.95 | | 金属铜 | 3.33 | 柔性直流输电 | -0.94 | | 先进封装 | 3.11 | 青蒿素 | -0.85 | | 共封装光学(CPO) | 3.09 | 拼多多概念 | -0.71 | | 存储芯片 | 2.80 | 虚拟电厂 | -0.71 | | PCB概念 | 2.79 | 超级品牌 | -0.70 | | 富士康概念 | 2.76 | 华为盘古 | -0.68 | | 光刻机 | 2.76 | 互联网保险 | -0.66 | 资金面上看，今日金属锌概念板块获主力资金净流入28.82亿元，其中，28股获主力资金净流入，10股 主力资金净流入超亿元，净流入资金居首的是紫金矿业，今日主力资金净流入8.22亿元，净流入资金居 前的还有豫光金铅、国城矿业、大中矿业等，主力资金分别净流入2.76亿元、2.75 ...

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].