2月2日，云南铜业跌9.99%，截至发稿，报23.87元/股，成交1.61亿元，换手率0.34%，总市值539.42亿 元。 资料显示，云南铜业股份有限公司位于云南省昆明市盘龙区华云路1号中铜大厦，成立日期1998年5月15 日，上市日期1998年6月2日，公司主营业务涉及铜的勘探、采选、冶炼,贵金属和稀散金属的提取与加 工,硫化工以及贸易等领域。主营业务收入构成为：阴极铜74.00%，其他产品12.42%，贵金属12.24%， 硫酸1.33%。 东方中证A500指数增强A（023544）基金经理为盛泽、王怀勋。 截至发稿，盛泽累计任职时间7年176天，现任基金资产总规模11.67亿元，任职期间最佳基金回报 146.74%， 任职期间最差基金回报-20.29%。 王怀勋累计任职时间3年263天，现任基金资产总规模9.73亿元，任职期间最佳基金回报74.78%， 任职 期间最差基金回报1.07%。 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.co ...

Group 1: Gold Price Movement - On January 30, international gold prices experienced a significant drop, with spot gold falling from a peak of $5,450 per ounce to below $5,000, marking a maximum decline of 8% [1] - Concurrently, international silver prices also plummeted, with spot silver dropping below $100, experiencing a decline of over 17% [3] Group 2: Impact on A-Share Market - The A-share gold concept sector faced a "limit down" wave, with multiple companies such as Yunnan Copper, Jiangxi Copper, and Zhongjin Gold hitting the trading limit [5] - Specific stock performances included Shandong Gold and Sichuan Gold both declining by 10% [7] Group 3: Jewelry and Retail Market Reaction - Several gold jewelry brands significantly reduced their prices, with quotes for 24K gold jewelry dropping to around 1,620 to 1,685 yuan per gram, down from over 1,700 yuan [12] - In Beijing, gold buyback prices were adjusted downwards by nearly 70 yuan per gram within a single day, causing hesitation among sellers [12][13] Group 4: Market Sentiment and Analyst Views - Analyst Dan Bin expressed a bearish outlook on gold and silver, suggesting that extreme price increases often lead to sharp declines [15] - Historical patterns indicate that gold prices have previously experienced significant volatility, with analysts noting that market conditions such as U.S. economic performance and geopolitical risks will influence future price movements [16] Group 5: Global Gold Demand Trends - The World Gold Council reported that global gold demand is projected to reach 5,002 tons by 2025, driven by investment demand and geopolitical uncertainties [18] - In 2025, global gold ETF demand is expected to increase significantly, with North American funds contributing the majority of the growth [19] - China's gold investment demand is also anticipated to remain strong, with a notable increase in gold bar and coin purchases [20]

证券日报网讯1月30日，云南铜业（000878）在互动平台回答投资者提问时表示，根据公司2025年财务 预算和生产计划，公司计划生产黄金16吨、白银680吨，具体产量情况请以公司后续披露的定期报告为 准。 ...

Market Overview - The A-share market ended January with the Shanghai Composite Index stabilizing above 4100 points, with a total market turnover of 2.86 trillion yuan [1] - The market showed mixed performance with sectors like precious metals and lithium mining declining, while CPO concepts, optical communication modules, aquaculture, and communication equipment saw gains [1] Sector Performance - The main themes for the month were alternating leadership between non-ferrous metals and technology sectors, with AI application concepts experiencing a strong surge and commercial aerospace concepts remaining active [1] - Precious metals experienced significant volatility, with dramatic price fluctuations [1] Stock Highlights - A total of 48 stocks hit the daily limit up, with 7 stocks achieving consecutive limit ups, and 21 stocks failing to close at the limit, resulting in a limit-up rate of 69% (excluding ST and delisted stocks) [3] - Key stocks included: - Tian Di Online (天地在线) with 10 limit ups in 10 days - Hunan Gold (湖南黄金) with 5 consecutive limit ups due to merger and acquisition news - Baichuan Co. (百川股份) with 3 consecutive limit ups in the chemical sector [3][4] Trading Data - Hunan Gold (002155) closed at 37.00 yuan, up 9.99%, with a turnover rate of 23.32% and a transaction volume of 13.414 billion yuan [4] - Tian Di Online (002995) closed at 34.51 yuan, up 10.01%, with a turnover rate of 50.90% and a transaction volume of 1.915 billion yuan [4] - The top net buy stocks on the day included Hunan Gold, with a net buy of 949 million yuan, followed by Xingye Silver (兴业银锡) and China Gold (中国黄金) [5][6] Institutional Activity - The top net selling stocks included Hunan Gold, with a net sell of 704 million yuan, and Tian Di Online, with a net sell of 108 million yuan [8][9] - Institutional activity showed significant interest in Hunan Gold, with a strong net buy from various funds despite its recent price surge [14][17] Precious Metals and Commodities - The precious metals sector faced a sharp decline, with spot gold prices dropping over 7% during the day, falling below 5000 USD per ounce, and silver prices also experiencing significant drops [11] - The market is reacting to geopolitical tensions and potential changes in U.S. Federal Reserve leadership, which may influence commodity prices [11] Conclusion - The A-share market is characterized by sector rotation, with technology and non-ferrous metals leading the way, while precious metals face downward pressure. Institutional trading patterns indicate a focus on specific stocks like Hunan Gold and Tian Di Online, reflecting investor sentiment and market dynamics [1][3][11]

| 代码 | 名称 | 最新 | 涨幅% T | IOPV | 溢折率% | 成交额 | 年初至今涨幅% | 换手% | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 517400 | 黄金股票ETF | 2.229 | -10.01 | 2.2505 | -0.96 | 3.71 Z | 37.93 | 18.14 | | 159562 | 黄金股ETF | 3.069 | -10.00 | 3.0913 | -0.72 | 12.76 Z | 37.56 | 13.10 | | 159321 | 黄金股票ETF | 2.197 | -10.00 | 2.1798 | 0.79 | 1.67 Z | 40.29 | 17.56 | | 517520 | 黄金股ETF | 2.819 | -9.99 | 2.8614 | -1.48 | 13.53 Z | 38.19 | 6.45 | | 159322 | 黄金股票ETF基金 | 2.270 | 666 | 2.2953 | -1.10 | 7091万 | 36.25 | 19.37 | ...

Group 1 - The core viewpoint of the news is the anticipation of Kevin Warsh being nominated as the new Federal Reserve Chairman, which has led to a significant drop in the prices of non-ferrous stocks [1] - The market prediction for Warsh's nomination has surged to 87% according to Polymarket, indicating strong market sentiment towards a hawkish candidate [1] - The report from Guojin Securities outlines the main logic for the non-ferrous sector this year, highlighting low supply due to low capital expenditure, domestic anti-competition measures, and overseas resource nationalism [1] Group 2 - The demand for non-ferrous metals is driven by AI, new energy, and the reconstruction of manufacturing in Europe and the US [1] - The report emphasizes strong inventory replenishment due to low existing inventories across supply chains and the initiation of a national reserve cycle in the US [1] - Despite recent price volatility due to regional issues, the fundamental outlook for commodity prices remains strong, with macroeconomic fluctuations being the only potential disruptor [1] Group 3 - As of January 30, 2026, the non-ferrous metal industry index (399395) saw significant declines in major stocks, with Nanshan Aluminum leading at a drop of 10.05% [2] - The non-ferrous ETF Penghua (159880) decreased by 8.66%, with a latest price of 2.39 yuan and a net inflow of 11 million units over the past seven days [2] - The top ten weighted stocks in the non-ferrous metal industry index account for 51.65% of the index, including companies like Zijin Mining and Ganfeng Lithium [2]

【大河财立方消息】1月30日，贵金属持续跳水，现货黄金盘中跌超3%，失守5200美元/盎司，日内跌 近200美元；现货白银跌近4%。 | 伦敦金现 | | | SPTAUUSDOZ | | --- | --- | --- | --- | | 5192.560 | | | -184.600 -3.43% | | IDC USD 10:15:18 | | | 1 . . + | | 英 | 5192.860 | | | | 本 | 5192.560 | | | | 总量 | 0 | 现手 | 0 | | 结算价 | | 开盘 | 5390.563 | | 最高 | 5451.010 | 最低 | 5186.513 | | 均价 | | 振幅 | 4.92% | | 外留 | 0 | 内盘 | 0 | | 昨结 | 5377.160 | 昨收 | 5377.160 | | 涨停 | 0.000 | 跌停 | 0.000 | 同日，多家黄金珠宝品牌境内足金首饰价格大幅回调，周生生报价1662元/克，周大福报价1685元/克， 老凤祥报价1620元/克，老庙黄金报价1668元/克。 责编:史健 | 审核:李震 | 监审 ...

Major Announcements - China Gold announced that its stock trading shows signs of market sentiment overheating, which may lead to a risk of short-term declines after significant price increases. The company's P/E ratio is 55.63, significantly higher than the industry median of 28.60 [1] - Zhaojin Mining stated that the prices of its gold and gold concentrate products are highly influenced by fluctuations in gold prices, which could significantly impact its operating performance if gold prices experience large swings [2] - Silver (Core Stock) Nonferrous reported that the revenue from its gold and silver products constitutes a low proportion of total operating income, with gold product sales accounting for 18.67% and silver product sales for 4.54% of total revenue [3] Company-Specific Risks - Hunan Silver (Core Stock) indicated that it has a relatively low amount of proven metal resources compared to industry peers, which poses a resource reserve risk. The company also faces risks from silver price fluctuations and has a low gross margin of 6.54% compared to mining companies [4] - TianShun Wind Energy decided to implement a long-term shutdown of six wholly-owned subsidiaries due to increasing market competition, aiming to optimize resource allocation and focus on core businesses like offshore wind power [5] - Qidi Environment expects a negative net asset value by the end of 2025, which may lead to a risk warning for its stock trading if the audited net assets are confirmed to be negative [6] Performance Forecasts - BlueFocus anticipates a net profit of 1.8 billion to 2.2 billion yuan for 2025, benefiting from growth in overseas business and improved credit management [12] - Shengyi Technology expects a net profit of 3.25 billion to 3.45 billion yuan for 2025, representing a year-on-year increase of 87% to 98% due to rising sales of copper-clad laminates [13] - Sichuan Gold forecasts a net profit of 420 million to 480 million yuan for 2025, up 69.23% to 93.4% year-on-year, driven by increased sales volume and rising gold prices [14] - Dongfang Communication predicts a net profit of approximately 360 million yuan for 2025, a year-on-year increase of about 138.5%, primarily due to significant investment gains from the disposal of financial assets [15] Other Notable Announcements - Yunnan Copper confirmed that its production and operations are normal, with no undisclosed significant matters, despite its stock experiencing a 20% price fluctuation [9] - Liou Co. reported that its operations are normal, with no undisclosed significant matters, and its stock has also seen a significant price fluctuation [10] - Guosheng Securities expects a net profit of 210 million to 280 million yuan for 2025, reflecting a year-on-year increase of 25.44% to 67.25% due to robust business development [29]

一、股票交易异常波动的情况介绍 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。 证券代码：000878 证券简称：云南铜业 公告编号：2026-006 云南铜业股份有限公司 股票交易异常波动公告 （五）公司控股股东和实际控制人在股票交易异常波动期 1 间不存在买卖公司股票的行为。 三、是否存在应披露而未披露信息的说明 云南铜业股份有限公司（证券简称：云南铜业，证券代码： 000878，以下简称本公司或公司）股票交易价格连续两个交易 日（2026 年 1 月 28 日、2026 年 1 月 29 日）收盘价格涨幅偏 离值累计达到+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、公司关注并核实的相关情况说明 针对公司股票交易异常波动情形，公司董事会向控股股东 及实际控制人就相关事项进行了核实，现将有关情况说明如下： （一）公司前期披露的信息不存在需要更正、补充之处； （二）公司未发现近期公共传媒报道了可能或已经对公司 股票交易价格产生较大影响的未公开重大信息； （三）公司近期生产经营情况正常，内外部经营环境未发 生重大变化； ...

云南铜业公告称，公司股票交易价格在2026年1月28日、1月29日连续两个交易日收盘价格涨幅偏离值累 计达+20%，属异常波动。公司核实，前期披露信息无需更正补充，未发现公共传媒报道未公开重大信 息，生产经营正常，正在开展的发行股份购买资产等事项已及时披露，控股股东和实控人在此期间无买 卖公司股票行为。公司提示主产品市场价格走势不确定等风险。 ...