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]

北方铜业1月29日公告，公司股票于2026年1月28日､2026年1月29日连续2个交易日收盘价格涨幅偏离值 累计超过20%，根据《深圳证券交易所交易规则》的有关规定，属于股票交易异常波动的情况｡经核 实，公司近期经营情况及内外部经营环境未发生重大变化。公司的主要产品阴极铜、黄金、白银等产品 的市场价格大幅上涨，系本次股价异动的主要原因。 ...

Group 1 - The core point of the article is that Northern Copper Industry's stock price has experienced significant fluctuations, with a cumulative increase of over 20% in the closing price over two consecutive trading days [1] Group 2 - The company issued an abnormal trading announcement due to the stock price deviation, which is in accordance with the Shenzhen Stock Exchange trading rules [1] - The market price trends of the company's main products, including cathode copper, gold, and silver, are uncertain, prompting the company to advise investors to be cautious about investment risks [1]

每经AI快讯，1月29日，北方铜业公告称，公司股票连续两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情况。经核实，公司前期披露的信息无需要更正或补充，近期无公共媒体 可能或已对股价产生重大影响的未公开信息。公司主要产品阴极铜、黄金、白银等市场价格上涨是股价 异动的主要原因。公司无应披露而未披露的重大事项，控股股东和实际控制人也无相关事项。风险提示 中指出，公司主要产品价格走势存在不确定性，提醒投资者注意投资风险。 ...

证券代码：000737 证券简称：北方铜业 公告编号：2026-06 一、股票交易异常波动的情况介绍 北方铜业股份有限公司（以下简称"公司"）股票（证券简称：北方铜业，证 券代码：000737）于2026年1月28日、2026年1月29日连续2个交易日收盘价格涨幅偏 离值累计超过20%，根据《深圳证券交易所交易规则》的有关规定，属于股票交易异 常波动的情况。 二、公司关注及核实的相关情况 针对股价异常波动情况，公司对有关事项进行了核查，并通过书面方式对公司 控股股东中条山有色金属集团有限公司进行问询，现将有关情况说明如下： 1、截至本公告披露日，公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共媒体报道了可能或者已经对公司股票交易价格产生较大 影响的未公开重大信息； 3、公司近期经营情况及内外部经营环境未发生重大变化。公司的主要产品阴极 铜、黄金、白银等产品的市场价格大幅上涨，系本次股价异动的主要原因； 北方铜业股份有限公司 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。 4、公司除在证监会指定信息披露媒体上已公开披露的 ...

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]

北方铜业今日涨停，成交额53.75亿元，换手率14.49%，盘后龙虎榜数据显示，深股通专用席位买入 3.66亿元并卖出1.90亿元，1家机构专用席位净买入4851.60万元，有3家机构专用席位净卖出1.48亿元。 ...

有投资者在互动平台向北方铜业提问："随着特朗普和美联储继续大放水势不可挡的趋势，加上全球未 来新能源、电力设施、AI算力设施、通信设施、新能源汽车、卫星及航天航空发展等行业大发展，铜 需求和铜价将出现几何级别的大增长，请问，1、公司是否有进一步收购上游矿产资源的投资意向？2、 公司主要业务及未来扩展方向主要有哪些？谢谢。" 针对上述提问，北方铜业回应称："您好，紧紧围绕国家'新一轮找矿突破战略行动'，持续加强铜矿资 源的勘探开发和增储上产，是公司的既定战略。下一步，公司将在按重组承诺完成对控股股东所属胡家 峪矿业公司资产收购的同时，加大与央企和勘查单位深度合作，实现自有矿山周边和国内外铜矿资源开 发的新突破。'十五五'期间，公司将以产业链现代化升级为核心，坚持'上游强链、中游补链、下游延 链'的链式发展思路，矿山端努力增储上产，冶炼端增加再生铜产量，精深加工端调整产品结构、扩大 中高端市场占有，实现从传统资源型企业向现代制造业企业的战略转型。" 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 ...

Market Overview - The three major indices showed mixed performance, with the Shanghai Composite Index experiencing narrow fluctuations, the SSE 50 Index rising over 1%, while the ChiNext Index fell back after a peak, and the Sci-Tech 50 Index dropped over 3% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 3.23 trillion yuan, an increase of 264.6 billion yuan compared to the previous trading day [1] Sector Performance - The liquor sector saw a significant surge in the afternoon, with stocks such as Luzhou Laojiao (000568), ShuiJingFang (600779), SheDe JiuYe (600702), HuangTai JiuYe (000995), and JiuGui Jiu (000799) hitting the daily limit [1] - The non-ferrous metals sector was actively traded, with copper and precious metals leading the gains. Notable performances included Western Gold (601069) achieving four consecutive daily limits in seven days, China Gold (600916) with five consecutive daily limits, and Northern Copper (000737) hitting a historical high with two consecutive daily limits [1] - Oil and gas stocks continued their strong performance, with Intercontinental Oil and Gas (600759) achieving five daily limits in seven days, Zhun Oil Co. (002207) with two consecutive daily limits, and ZhongMan Petroleum (603619) recording three daily limits in four days [1] - The real estate sector experienced a rebound, with stocks like Dayuecheng (000031), Sanxiang Impression (000863), and Wo Ai Wo Jia (000560) hitting the daily limit [1] Declines - The semiconductor industry chain faced a downturn, with companies such as Meike Technology and Jingyi Equipment dropping over 9% [1] - At market close, the Shanghai Composite Index rose by 0.16%, while the Shenzhen Component Index fell by 0.3%, and the ChiNext Index decreased by 0.57% [1]

Group 1 - The A-share non-ferrous metal sector experienced a significant rebound after an initial drop, with the non-ferrous ETF Huatai-PineBridge (159652) rising over 3% in the afternoon session, completing an adjustment with a net subscription of 1 million shares, amounting to over 200 million CNY [1] - The trading volume exceeded 800 million CNY, with a turnover rate surpassing 10%, indicating active market participation [1] - Key stocks in the sector saw substantial gains, with companies like Tongling Nonferrous Metals, Northern Copper, and Shenghe Resources hitting the daily limit, while Jiangxi Copper and Yunnan Copper rose over 7% and 9% respectively [1] Group 2 - The non-ferrous ETF Huatai-PineBridge (159652) attracted significant capital inflow, with over 480 million CNY in the last 5 days and over 1.5 billion CNY in the last 20 days, bringing its total scale to 7.348 billion CNY [2] - The precious metals market remains strong, with COMEX gold prices surpassing 5600 USD, reaching a record high, and the Shanghai gold futures contract breaking through the 1200 CNY per gram mark, with a monthly increase of over 25% [2] - The metal industry is entering a weak supply cycle, with global mining supply expected to remain rigid until 2028, while demand is anticipated to rise due to green energy transitions and new production capabilities [2]