Group 1 - The A-share market saw a significant decline in gold-related stocks, with over 20 stocks hitting the 10% limit down, including notable companies like Xiaocheng Technology, Tongling Nonferrous Metals, and China Gold [1] - Gold prices continued to retreat, with spot gold dropping to $4,586.16 per ounce, a decrease of 18% from last week's historical high of $5,595.44 [1] - Spot silver also experienced a substantial decline, falling to $76.967 per ounce, which is a 36.7% drop from last week's peak of $121.6485 [1] Group 2 - Xiaocheng Technology reported a decline of 17.08%, with a total market value of 15.3 billion [2] - Tongling Nonferrous Metals saw a decrease of 10.04%, with a market capitalization of 99.8 billion [2] - Other companies like Baijin Nonferrous Metals and Hengbang Shares also faced declines of 10.02% and 10.02%, respectively, with market values of 91.1 billion and 26.6 billion [2]

截至2026年1月30日收盘，山金国际(000975)报收于34.84元，下跌10.0%，跌停，换手率1.95%，成交量49.31万手，成交额17.37亿元。 当日关注点 交易信息汇总 1月30日山金国际（000975）收盘报34.84元，跌停，当日成交4931.18万元。该股近5个交易日中有2日跌幅超5%。前10个交易日资金流向显示，主 力资金累计净流入2678.97万元，股价累计上涨21.69%；融资余额累计增加1.01亿元，融券余量累计增加14.38万股。过去90天内，共有5家机构对 该股给出评级，其中买入评级4家，增持评级1家，机构目标均价为26.75元。 1月30日资金流向数据显示，主力资金净流入6966.69万元，游资资金净流出7862.52万元，散户资金净流入895.83万元。 董秘最新回复 投资者： 请问贵公司为何没有发布业绩预报？ 董秘： 尊敬的投资者您好！公司严格按照监管部门相关规定履行信息披露义务。感谢您的关注！ 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 来自交易信息汇总：1月30日山金国际收盘报34.84 ...

Investment Rating - The report provides a "Buy" rating for several companies in the non-ferrous metals sector, including Shandong Gold, Zijin Mining, and China Hongqiao [9]. Core Views - The macroeconomic sentiment has cooled, leading to a general decline in metal prices, particularly in precious metals where silver and gold experienced significant drops [1]. - The report highlights the ongoing supply constraints in the copper market, with major mining companies reducing their production forecasts due to capacity limitations [2]. - The aluminum market is expected to experience short-term fluctuations due to geopolitical tensions and macroeconomic policies, with demand anticipated to recover as the peak season approaches [3]. - Nickel prices have shown volatility, influenced by macroeconomic sentiment and supply-side cost pressures, with expectations of limited downside due to rising production costs [4]. - Tin prices are supported by macroeconomic factors and supply chain bottlenecks, although demand remains weak ahead of the Chinese New Year [5]. - Lithium prices have retreated from highs due to regulatory impacts and market liquidity tightening, but there is expected support from supply-side maintenance and pre-holiday stocking [6]. Summary by Sections Precious Metals - Significant declines in silver and gold prices were noted, with silver dropping 36% and gold falling over 12% in a single day [1]. - Companies to watch include Xinyi Silver, Shengda Resources, and Zijin Mining [1]. Industrial Metals - Copper inventories increased globally, with a notable rise in U.S. stocks, while Chinese inventories decreased [2]. - The report suggests monitoring companies like Zijin Mining and Luoyang Molybdenum [2]. - Aluminum production is stable, but demand is fluctuating due to seasonal factors and geopolitical issues [3]. - Nickel prices fell by 5.4% due to macroeconomic sentiment, with supply-side cost pressures expected to limit further declines [4]. Energy Metals - Lithium prices have decreased, with battery-grade lithium carbonate dropping 5.6% to 160,000 CNY/ton [5]. - The report indicates that companies like Ganfeng Lithium and Tianqi Lithium should be monitored [5]. Cobalt - Cobalt prices have stabilized, with a slight increase in electrolytic cobalt prices [8]. - Companies to focus on include Huayou Cobalt and Liyuan Resources [8]. Company Announcements - Zijin Mining announced a significant acquisition of a gold mining company, which could enhance its resource base [36]. - Huayou Cobalt signed a cooperation agreement for an integrated battery supply chain project in Indonesia [36]. - Tianqi Lithium reported progress on its lithium production expansion project [36].

两融数据显示，该股最新（1月28日）两融余额为10.67亿元，其中，融资余额为10.51亿元，近10日增加 8330.26万元，环比增长8.61%。 公司发布的三季报数据显示，前三季度公司共实现营业收入149.96亿元，同比增长24.23%，实现净利润 24.60亿元，同比增长42.39%，基本每股收益为0.8860元，加权平均净资产收益率17.87%。（数据宝） 山金国际股价再创历史新高，该股近期呈不断突破新高之势，近一个月累计有12个交易日股价刷新历史 纪录。截至09:31，该股目前上涨7.50%，股价报41.59元，成交911.89万股，成交金额3.76亿元，换手率 0.36%，该股最新A股总市值达1154.84亿元，该股A股流通市值1051.16亿元。 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 证券时报•数据宝统计显示，山金国际所属的有色金属行业，目前整体涨幅为2.74%，行业内，目前股价 上涨的有75只，涨停的有怡球资源、西部黄金等4只。股价下跌的有64只，跌幅居前的有永杉锂业、西 部材料、盛新锂能等，跌幅分别为5.96%、5.54%、4.14%。 ...

机构持仓方面，截止2025年9月30日，山金国际十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股7641.62万股，相比上期增加920.06万股。华泰柏瑞沪深300ETF（510300）位居第七大流 通股东，持股2826.66万股，相比上期减少144.21万股。黄金股ETF（517520）位居第八大流通股东，持 股2737.16万股，为新进股东。易方达沪深300ETF（510310）位居第十大流通股东，持股2050.48万股， 相比上期减少65.02万股。国泰双利债券A（020019）退出十大流通股东之列。 1月29日，山金国际盘中上涨9.25%，截至09:35，报42.27元/股，成交5.72亿元，换手率0.55%，总市值 1173.72亿元。 责任编辑：小浪快报 资金流向方面，主力资金净流入867.97万元，特大单买入6809.29万元，占比11.90%，卖出5121.12万 元，占比8.95%；大单买入7998.95万元，占比13.98%，卖出8819.16万元，占比15.41%。 山金国际所属申万行业为：有色金属-贵金属-黄金。所属概念板块包括：金属铅、白银概念、黄金股、 山东国资、铅锌 ...

Core Viewpoint - The gold industry is experiencing a significant surge, driven by a decline in the US dollar index and increasing demand for gold from private investors and central banks, with gold prices potentially reaching new highs [1][2]. Group 1: Market Performance - As of January 28, 2026, the CSI Hong Kong-Shenzhen Gold Industry Stock Index (931238) rose by 5.98%, with notable increases in constituent stocks such as Xiaocheng Technology (up 18.09%), Mankalon (up 13.89%), and China Gold (up 10.04%) [1]. - The Gold Stock ETF (159322) increased by 6.02%, with the latest price reported at 2.41 yuan [1]. Group 2: Economic Indicators - On January 27, the US dollar index fell significantly, reaching its lowest point in nearly four years, with the euro to dollar exchange rate surpassing the 1.2 mark for the first time since 2021 [1]. - US President Trump expressed confidence in the current performance of the dollar, stating he does not believe it has depreciated excessively, which contributed to the dollar's rapid decline [1]. Group 3: Future Projections - UBS Wealth Management's investment office indicated that if regional tensions escalate, gold prices could rise to $5,400 per ounce [1]. - Goldman Sachs raised its year-end gold price target from $4,900 to $5,400 per ounce, citing growing demand from private investors and central banks, with expectations of central banks purchasing 60 tons of gold monthly [1].

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 当日关注点 交易信息汇总 股价提醒 1月27日山金国际（000975）收盘报35.73元，跌5.92%，当日成交8876.94万元。前10个交易日资金流向 情况：主力资金累计净流出3309.16万元，股价累计上涨29.47%；融资余额累计减少5252.28万元，融券 余量累计增加23.77万股。该股最近90天内共有5家机构给出评级，买入评级4家，增持评级1家；过去90 天内机构目标均价为26.75。 资金流向 1月27日主力资金净流出2.33亿元；游资资金净流出455.71万元；散户资金净流入2.38亿元。 截至2026年1月27日收盘，山金国际(000975)报收于35.73元，下跌5.92%，换手率3.51%，成交量88.77万 手，成交额32.39亿元。 来自交易信息汇总：山金国际1月27日收盘报35.73元，跌5.92%，主力资金当日净流出2.33亿元。 来自交易信息汇总：前10个交易日主力资金累计净流出3309.16万元，期间股价累计上涨29.47%。 来自交易信息汇总：该股 ...

Market Overview - The precious metals sector increased by 0.8% compared to the previous trading day, with Xiaocheng Technology leading the gains [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] Individual Stock Performance - Xiaocheng Technology (300139) closed at 58.83, up 11.21% with a trading volume of 790,000 shares [1] - Hunan Gold (002155) closed at 27.80, up 10.01% with a trading volume of 30,400 shares [1] - Sichuan Gold (001337) closed at 60.78, up 10.01% with a trading volume of 592,700 shares [1] - Zhaojin Mining (000506) closed at 23.57, up 9.99% with a trading volume of 1,324,500 shares [1] - Western Gold (601069) closed at 40.24, up 6.60% with a trading volume of 671,400 shares [1] - Other notable performances include Zhongjin Gold (600489) at 34.28, up 3.88%, and Hengbang Co. (002237) at 19.47, up 2.91% [1] Fund Flow Analysis - The precious metals sector experienced a net outflow of 3.457 billion yuan from institutional investors, while retail investors saw a net inflow of 2.868 billion yuan [3][4] - Hunan Gold had a net inflow of 57.64 million yuan from institutional investors, representing 68.17% of its trading volume [4] - Sichuan Gold faced a net outflow of 335 million yuan from institutional investors, with retail investors contributing a net inflow of 206 million yuan [4] ETF Performance - The Gold ETF (518850) tracking the Shanghai Gold Exchange saw a 5-day increase of 9.13%, with a net subscription of 1.8 billion yuan [6] - The Gold Stock ETF (159562) tracking the CSI Hong Kong and Shanghai Gold Industry Index increased by 12.89% over five days, with a net subscription of 4.1 billion yuan [7] - The Non-ferrous Metals ETF (516650) tracking the CSI Non-ferrous Metals Industry Index increased by 11.00% over five days, with a net subscription of 5.4 billion yuan [8]

多氟多(002407.SZ)公告称，公司预计2025年度归属于上市公司股东的净利润为2.00亿元–2.80亿元，上 年同期亏损3.08亿元。预告期内，公司经营业绩扭亏为盈，受益于新能源汽车及储能市场需求的快速增 长，公司六氟磷酸锂、新能源电池等主要产品销量同比大幅提升，带动毛利实现显著增长。与此同时， 公司坚守契约精神，按约定执行部分长期协议中的低价订单，对本期盈利水平造成一定影响。 扬子晚报网1月27日讯（记者 范晓林）今天是周二，昨天白银有色（601212）5连板，明阳智能 （601615）3连板，瑞华泰20cm 2连板，洲际油气（600759）4天3板。市场全天震荡调整，大小指数分 化明显，深成指、创业板指高开低走，盘中均一度跌超1%。沪深两市成交额3.25万亿，较上一个交易 日放量1630亿。盘面上，市场热点较为杂乱，全市场超3700只个股下跌。板块方面，有色、油气、光 伏、化工板块领涨。近期国际贵金属价格持续高歌猛进，现货黄金和纽约金价格双双突破5100美元/盎 司，现货白银价格逼近110美元/盎司。有色板块延续上周强势，掀起涨停潮，中国黄金（600916）、四 川黄金（001337）、豫光金铅（6 ...

Group 1 - Precious metals sector continues to surge, with notable performances from companies such as Zhaojin Gold (000506) achieving three consecutive trading limits in six days [1] - Sichuan Gold (001337) has reached four trading limits in eight days, indicating strong market interest [1] - Other companies like Xingye Silver Tin (000426), Hunan Gold (002155), Shengda Resources (000603), Hunan Silver (002716), and Yuguang Gold Lead (600531) also hit trading limits, reflecting a broad rally in the sector [1] Group 2 - Xiaocheng Technology (300139) saw a significant increase of over 15%, reaching a new high, showcasing investor confidence [1] - Shanjin International (000975) followed the upward trend, indicating a positive sentiment across the precious metals industry [1]