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].

Group 1: Market Overview - The A-share market experienced an overall upward trend on January 21, with major indices rising to varying degrees, particularly the electronic sector which saw a surge in limit-up stocks [1][2][5] - The ChiNext Index rose over 1.5%, while the Sci-Tech 50 Index increased by more than 4% during the trading session [2] Group 2: Electronic Sector Performance - The electronic sector led the market with a gain of over 2.8%, with multiple stocks hitting the daily limit-up [5] - Notable stocks included Longxin Technology and Zhongrong Electric, both achieving a limit-up of 20%, while several others like Kexiang Co. and Jiehuate saw increases exceeding 10% [5][6] Group 3: Stock Performance Data - Key stock performance data includes: - Longxin Technology (688047) at 177.72, up 20.00% with a trading volume of 2.075 billion - Zhongrong Electric (301031) at 143.40, up 20.00% with a trading volume of 687 million - Other significant gainers included Haiguang Information (688041) up 12.40% and Dagan Co. (002077) up 10.03% [6] Group 4: Lithium Sector Activity - The lithium mining sector also saw significant gains, with the sector rising over 2% and stocks like Dazhong Mining and Weicheng Mining hitting the daily limit-up [7] - The surge was attributed to a notable increase in domestic lithium carbonate futures, with the main contract rising over 6% [7] Group 5: New Stock Listing - A new stock, Aisheren, debuted on the A-share market with an impressive rise of over 200% during its trading session [9] - Aisheren focuses on the medical health sector, specializing in the development, production, and sales of disposable medical supplies for rehabilitation and medical protection [11] Group 6: Hong Kong Market Highlights - In the Hong Kong market, Skyworth Group saw a significant increase, with its stock price rising over 40% during the trading session [12] - The company announced plans for a distribution and listing of its solar subsidiary, Skyworth Solar, contingent on meeting certain conditions [14][15]

电子板块爆发。 A股市场今天（1月21日）上午整体上行，主要指数不同程度上涨，电子板块掀起涨停潮，成为市场主要亮点之一。 港股市场今天上午整体低位震荡。受到相关信息提振，创维集团一度大涨逾40%。 A股电子板块掀涨停潮 A股市场今天上午整体上行，主要指数不同程度上涨。创业板指一度涨超1.5%，科创50指数一度涨超4%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 4120.10 | 6.45 | 0.16% | | 399001 | 深证成指 | 14263.20 | 107.57 | 0.76% | | 000680 | 科创综指 | 1855.19 | 34.71 | 1.91% | | 881001 | 万得全A | 6797.97 | 39.04 | 0.58% | | 399006 | 创业板指 | 3306.00 | 28.02 | 0.85% | | 899050 | 北证50 | 1527.53 | 9.93 | 0.65% | 从行业板块和赛道来看，若按照申万一级行业划分，电子板块 ...

Core Viewpoint - The electronic sector in the A-share market has experienced a significant surge, with many stocks hitting the daily limit up, indicating strong investor interest and potential growth in this industry [1][6]. A-Share Market Performance - The A-share market showed an overall upward trend, with major indices rising to varying degrees. The ChiNext Index rose over 1.5%, and the Sci-Tech 50 Index increased by more than 4% [4]. - Specific indices and their performance include: - Shanghai Composite Index: 4120.10, up 0.16% [5] - Shenzhen Component Index: 14263.20, up 0.76% [5] - ChiNext Index: 3306.00, up 0.85% [5] Electronic Sector Highlights - The electronic sector led the market with a rise of over 2.8%, with several stocks reaching their daily limit up. Notable performers include: - Longxin Zhongke: 177.72, up 20% [7] - Zhongrong Electric: 143.40, up 20% [7] - Other stocks like Jiahua Technology and Jianghua Microelectronics also saw significant gains [6]. Lithium Mining Sector - The lithium mining sector experienced a substantial increase, with the sector rising over 2%. Stocks such as Dazhong Mining and Weicheng Mining hit their daily limit up. The rise was supported by a significant increase in domestic lithium carbonate futures, with the main contract rising over 6% [8]. New Stock Performance - A new stock, Aisheren, was listed today and saw a remarkable increase of over 200% during trading [12]. The company focuses on medical health, specializing in disposable medical supplies for rehabilitation and medical protection [13]. Hong Kong Market Activity - The Hong Kong market experienced low-level fluctuations, with the stock of Skyworth Group surging over 40% during trading, driven by positive news [2][16].

Group 1 - The core point of the article is that Lin Pusheng has completed his shareholding increase plan, acquiring a total of 15,330,815 shares of the company, which represents 1.01% of the total share capital [1] - The acquisition took place between January 15, 2026, and January 19, 2026, through block trading and centralized bidding methods [1] - The total transaction amount for the share acquisition was 392,022,307.20 yuan, excluding handling fees [1] Group 2 - Out of the total shares acquired, 15,080,215 shares were purchased through block trading, accounting for 0.99% of the total share capital, with a transaction amount of 385,218,663.20 yuan [1] - The remaining 250,600 shares were acquired through centralized bidding, representing 0.02% of the total share capital, with a transaction amount of 6,803,644 yuan [1]

| 证券代码：001203 | 证券简称：大中矿业 | 公告编号：2026-007 | | --- | --- | --- | | 债券代码：127070 | 债券简称：大中转债 | | 大中矿业股份有限公司 关于董事、总经理增持公司股份计划实施完成的公告 董事、总经理林圃生先生保证向本公司提供的信息内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1、增持计划基本情况：大中矿业股份有限公司（以下简称"公司"）董事、 总经理林圃生先生计划通过大宗交易方式或集中竞价方式增持公司股份数量不 低于 15,080,215 股，增持股份的主要来源为公司持股 5%以上股东梁欣雨女士拟 减 持 的 股 份 。 具 体 内 容 详 见 公 司 2025 年 12 月 19 日 于 巨 潮 资 讯 网 （http://www.cninfo.com.cn）及《证券时报》《中国证券报》《证券日报》《上 海证券报》和《经济参考报》披露的《关于董事、总经理增持公司股份计划的公 告》（公告编号：2025-133）。 2、增持计划实施情况：公司于近 ...

上海市锦天城律师事务所 关于大中矿业股份有限公司 实际控制人之一致行动人增持公司股份的 法律意见书 地址：上海市浦东新区银城中路 501 号上海中心大厦 11、12 层 电话：021-20511000 传真：021-20511999 邮编：200120 上海市锦天城律师事务所 法律意见书 关于大中矿业股份有限公司 实际控制人之一致行动人增持公司股份的 法律意见书 致：大中矿业股份有限公司 上海市锦天城律师事务所（以下简称"本所"）接受大中矿业股份有限公司 （以下简称"公司"或"大中矿业"）委托，根据《中华人民共和国公司法》（以 下简称《公司法》）、《中华人民共和国证券法》（以下简称《证券法》）、《上 市公司收购管理办法》（以下简称《收购管理办法》）等有关法律、法规、规章 及规范性文件的规定，就公司实际控制人之一致行动人、公司董事、总经理林圃 生先生（以下简称"增持人"）增持公司股份（以下简称"本次增持"）相关事 宜出具本法律意见书。 声明事项 一、本所及本所经办律师依据《公司法》《证券法》《收购管理办法》等法 律规定及本法律意见书出具日以前已经发生或者存在的事实，严格履行了法定职 责，遵循了勤勉尽责和诚实信用 ...

Market Overview - The steel raw materials sector experienced a decline of 1.85% on January 20, with Fangda Carbon leading the drop [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] Individual Stock Performance - Guangdong Mingzhu saw an increase of 2.36%, closing at 8.68, with a trading volume of 567,700 shares and a transaction value of 486 million yuan [1] - Baodi Mining increased by 1.54%, closing at 7.89, with a trading volume of 203,100 shares and a transaction value of 158 million yuan [1] - Steel Titanium Co. rose by 0.85%, closing at 3.56, with a trading volume of 2,017,800 shares and a transaction value of 709 million yuan [1] - Other stocks like Erdos, Jinling Mining, and Dazhong Mining experienced declines of 1.19%, 1.57%, and 1.94% respectively [1] Capital Flow Analysis - The steel raw materials sector saw a net outflow of 149 million yuan from main funds, while retail investors contributed a net inflow of 127 million yuan [1] - Dazhong Mining had a main fund net inflow of 16.29 million yuan, but a retail net outflow of 26.49 million yuan [2] - Fangda Carbon experienced a significant main fund net outflow of 1.19 billion yuan, with retail investors contributing a net inflow of 72.09 million yuan [2]

Investment Rating - The report maintains an "Overweight" rating for the steel industry [5]. Core Insights - Demand is expected to gradually stabilize, while supply-side constraints are anticipated to continue, leading to a potential recovery in the steel industry's fundamentals [3][4]. - The report highlights that despite a long period of micro-profitability in the industry, market-driven supply adjustments have begun, and if supply policies are implemented, the pace of supply contraction may accelerate [3][4]. Summary by Sections Steel Market Overview - The apparent consumption of the five major steel products was 8.2612 million tons, a decrease of 1.77% week-on-week but an increase of 4.33% year-on-year [6]. - The total steel inventory was 12.47 million tons, down 0.55% week-on-week, maintaining a low level [6]. - The average profit margin for rebar was 199.4 CNY/ton, down 15.2 CNY/ton from the previous week [6]. Production and Capacity Utilization - The production of five major steel products was 8.192 million tons, a slight increase of 0.08% week-on-week [6]. - The operating rate of blast furnaces in 247 steel mills was 78.84%, down 0.47 percentage points from the previous week [6][29]. - The capacity utilization rate for these mills was 85.48%, down 0.56 percentage points week-on-week [6][29]. Raw Material Prices - Iron ore spot prices remained unchanged, while futures prices decreased by 0.31% to 812 CNY/ton [48]. - The port inventory of iron ore rose to 165.55 million tons, an increase of 1.72% [52]. - The total shipment volume from major iron ore producers decreased, with Brazil's shipments down 7.37% and Australia's down 2.29% [53][61]. Recommendations - The report recommends focusing on companies with leading technology and product structures, such as Baosteel and Hesteel, as well as those with competitive advantages like CITIC Special Steel and Yongjin Materials [6].

Investment Rating - The report maintains an "Overweight" rating for the steel industry [6]. Core Insights - Demand is expected to gradually stabilize, while supply-side constraints are anticipated to continue, leading to a potential recovery in the steel industry's fundamentals [3][4]. - The report highlights that despite a long period of micro-profitability in the industry, market-driven supply adjustments have begun, which could accelerate the industry's upward progress if supply policies are implemented [3][4]. Summary by Sections Steel Market Overview - The apparent consumption of five major steel products was 8.2612 million tons, a decrease of 1.77% week-on-week but an increase of 4.33% year-on-year [6][20]. - Total steel inventory was 12.47 million tons, down 0.55% week-on-week, maintaining a low level [6][12]. - The average profit margin for rebar was 199.4 CNY/ton, down 15.2 CNY/ton from the previous week [6][41]. Production and Capacity Utilization - The operating rate of blast furnaces in 247 steel mills was 78.84%, a decrease of 0.47 percentage points from the previous week [6][29]. - The capacity utilization rate for these mills was 85.48%, down 0.56 percentage points week-on-week [6][29]. - The total steel production was 8.1921 million tons, a slight increase of 0.08% week-on-week [6][40]. Raw Materials - Iron ore inventory at ports reached 165.55 million tons, an increase of 1.72% week-on-week, marking a historical high [6][52]. - The spot price of iron ore remained unchanged, while futures prices decreased slightly [6][48]. - The total shipment volume of the four major iron ore producers decreased, with Brazil's shipments down 7.37% and Australia's down 2.29% [6][53][61]. Investment Recommendations - The report recommends focusing on companies with leading technology and product structures, such as Baosteel and Hualing Steel, as well as low-cost firms like Fangda Special Steel and New Steel [6]. - It also highlights the potential of upstream resource companies like Hebei Resources and Erdos, which may benefit from a recovery in demand [6].