黄金板块多股连板，白银有色收获7连板，四川黄金4连板。一图速览今日连板股>> | | 连板服投 1.28 一 | | | --- | --- | --- | | 股票名称 | 连板大数 | 所属概念 | | 白银有色 | 7 | 白银+黄金 | | *ST铖昌 | 5 | 商业航天 | | 四川黄金 | 4 | 黄金 | | 中农联合 | 4 | 化工 | | 豫米金铝 | 4 | 黄金 | | 中国黄金 | 4 | 黄金 | | 招金黄金 | 3 | 黄金 | | 湖南黄金 | 3 | 黄金 | | 美徽股份 | 3 | 有色金属 | | 康强电子 | 2 | 存储芯片 | | 可川科技 | 2 | 消费电子 | | | 能口防接 | 费频 | 1月28日，Wind数据显示，A股市场共计85只个股涨停。其中黄金板块多股连板，白银有色收获7连板， 四川黄金4连板。一图速览今日连板股>> ...

Market Overview - The market experienced fluctuations on January 28, with the Shanghai Composite Index rising by 0.27%, the Shenzhen Component Index increasing by 0.09%, and the ChiNext Index declining by 0.57% [2][12]. - A total of 1,739 stocks rose, 84 stocks hit the daily limit up, while 3,640 stocks fell [3][13]. Sector Performance - Resource stocks surged, with gold stocks leading the gains. Sichuan Gold achieved a four-day limit up, while Zhaojin Mining and Hunan Gold saw three consecutive limit ups [4][14]. - Oil and gas stocks collectively rose, with Tongyuan Petroleum and Zhongman Petroleum hitting the limit up, and China National Offshore Oil Corporation (CNOOC) increasing over 6% to reach a new high [5][16]. - The non-ferrous metals sector strengthened, with Silver Industry (Wei Quan) achieving seven consecutive limit ups, and China Aluminum hitting the limit up, marking a 16-year high [6][17]. - The coal sector also saw gains, with Shanxi Coking Coal and Shaanxi Black Cat hitting the limit up [7][18]. Declines - The pharmaceutical and medical stocks faced adjustments, with Bibete and Baipusais falling over 10% [8][19]. Trading Activity - Significant trading activity was noted, with the HuShen 300 ETF from Huatai-PB exceeding 30 billion yuan in trading volume, and other ETFs like the HuShen 300 ETF from E Fund and the CSI 500 ETF also surpassing 20 billion yuan [9][20]. - A report from CITIC Securities indicated that in previous bull markets, overheating trading conditions prompted cooling policies to prevent severe consequences, suggesting that the current proactive cooling measures are aimed at regulating market momentum without altering the overall positive policy stance [9][20].

Group 1 - The core viewpoint of the news is that gold prices have reached a new historical high, surpassing $5250 per ounce, with a year-to-date increase of over 21% [1] - Goldman Sachs has raised its year-end gold price forecast from $4900 to $5400 per ounce, driven by increasing demand from private investors and central banks [1] - It is expected that central banks will purchase 60 tons of gold monthly this year, and with the Federal Reserve's interest rate cuts, the scale of gold purchases by ETFs will also increase, further boosting valuations [1] Group 2 - On January 28, the Shanghai Composite Index and Shenzhen Component Index experienced a pullback after an initial rise, while the ChiNext Index opened high but fell, with a drop exceeding 1% during the day [3] - Gold-related stocks saw significant gains, with China Gold achieving four consecutive trading limit increases, Hunan Gold three consecutive, and several other companies like Xiaocheng Technology and Sichuan Gold also showing strong performance [3] - Notable stock performances included Zhaojin Gold with five increases over eight days and other companies like Mankalong and Haotong Technology rising over 10% [3]

Core Viewpoint - The international gold price reached a historical high of $5,266.43 per ounce on January 28, leading to significant increases in A-share gold-related stocks, while several gold-themed funds have suspended subscriptions to manage risks [1][2]. Group 1: Gold Price and Market Reaction - As of January 28, the London spot gold price hit a record high, continuing a trend of daily increases since January 19 [1]. - A-share gold concept stocks, including companies like Zhaojin Mining and Sichuan Gold, experienced notable price surges, with several stocks hitting the daily limit [2]. Group 2: Fund Subscription Suspension - Several gold-themed funds, including E Fund's gold-themed LOF and Guotai Junan's silver futures LOF, announced a suspension of subscriptions starting January 28 [2][3]. - The suspension is viewed as a typical risk management mechanism, reflecting the scarcity of such funds and their increasing investment appeal [2]. Group 3: Fund Performance and Profitability - In the fourth quarter of 2025, six out of the top ten funds by profit were gold ETFs or related funds, indicating strong performance in this sector [4]. - The overall profit for funds related to gold and silver exceeded 10 billion yuan for 12 out of 25 funds, showcasing the profitability of gold-related investments [4][5]. Group 4: Future Outlook on Gold Prices - Analysts suggest that while gold prices may experience fluctuations, the underlying bullish logic remains intact, supported by short-term geopolitical risks, mid-term policy expectations, and long-term structural weaknesses in the dollar credit system [5].

1月28日午后， 现货黄金延续强劲涨势，现突破5260美元/盎司，日内涨近80美元。 A股有色金属板块集体大涨，截至发稿，晓程科技20%涨停，白银有色、中国铝业、招金黄金、北方铜 业、四川黄金等近20股涨停。 | 代码 | 名称 | 现价 | 涨跌幅 ▼ | 涨跌 | | --- | --- | --- | --- | --- | | 300139 | 晓程科技 | 70.60 | 20.01% | 11.77 | | 920634 | 新威凌 | 34.88 | 14.36% | 4.38 | | 301026 | 浩通科技 | 37.73 | 11.10% | 3.77 | | 002160 | 常铝股份 | 6.77 | 10.08% | 0.62 | | 000751 | 锌业股份 | 7.11 | 10.06% | 0.65 | | 601212 | 白银有色 | 13.81 | 10.04% | 1.26 | | 000758 | 中国股份 | 9.00 | 10.02% | 0.82 | | 601600 | 中国铝不 | 14.60 | 10.02% | 1.33 | | 002237 | 恒 ...

Market Overview - A-shares experienced a narrow range of consolidation with resource stocks showing a broad-based increase, as of January 28, the Shanghai Composite Index rose by 0.49% to 4160.01 points, while the Shenzhen Component Index increased by 0.09% [1] - The total trading volume in A-shares reached 1.93 trillion yuan [1] Economic Indicators - The People's Bank of China conducted a 7-day reverse repurchase operation of 377.5 billion yuan at a fixed rate of 1.4%, with a net injection of 14 billion yuan for the day [2] Energy Sector Insights - The National Energy Administration reported that by the end of 2025, the cumulative installed power generation capacity in China is expected to reach 3.89 billion kilowatts, a year-on-year increase of 16.1%. Solar power capacity is projected to reach 1.2 billion kilowatts, up 35.4%, while wind power capacity is expected to reach 640 million kilowatts, up 22.9% [3] - The State-owned Assets Supervision and Administration Commission emphasized the importance of central enterprises in strategic security and public service, promoting professional integration and innovation [3] Commodity Market Performance - International gold prices surpassed $5,200 per ounce, leading to a surge in the gold and non-ferrous metal sectors, with several companies, including China Gold and Sichuan Gold, hitting their daily price limits [3] - International oil prices reached a new high, with the oil and gas sector performing strongly, particularly China National Offshore Oil Corporation, which saw a price increase of over 7% [3] Sector Performance - The oil sector led with an average increase of 5.18%, followed by non-ferrous metals at 4.54% and coal at 2.52%. In contrast, the healthcare sector saw a decline of 2.02% [4] Company Insights - **Sinopec Oilfield Service**: Benefiting from the "increasing reserves and production" policy, the company is expected to maintain high capital expenditure from its parent company, providing support for workload and profitability [8] - **Zhongman Petroleum**: The company is expected to continue good performance due to rapid growth in oil and gas production [8] - **China National Offshore Oil Corporation**: The company shows resilience in performance during oil price downturns, with a focus on both oil and gas and renewable energy businesses [8] - **CNOOC Oilfield Services**: As a leader in offshore oil and gas equipment, the company is expected to enjoy valuation premiums due to steady growth in oilfield technology and ongoing expansion in deep-sea technology [8]

1月28日，A股三大指数分化， 沪指震荡拉升，创业板指高开低走，一度跌超1%。 截至收 盘，沪指涨0.49%，深 成指涨0.09，创业板指跌0.37 。 沪深两市半日成交额1.91万亿，较上 个交易日放量393亿。市场跌多涨少，全市场超3500只个股下跌。 光伏、风电、医药医疗、机 器人等方向跌幅居前。 | 行情 | 资金净流入 | 涨跌分布 | | --- | --- | --- | | 上证指数 | 深证成指 | 科创综指 | | 4160.01 | 14342.74 | 1874.68 | | +20.10 +0.49% +12.83 +0.09% -14.79 -0.78% | | | | 万得全A | 创业板指 | 北证50 | | 6869.19 | 3330.39 | 1565.69 | | +13.35 +0.19% -12.21 -0.37% +0.75 +0.05% | | | | 沪深300 | 中证500 | 中证A500 | | 4727.85 | 8585.95 | 5956.91 | | +22.16 +0.47% +37.01 +0.43% +26.49 +0.45% | | ...

Market Overview - A-shares showed mixed performance with the Shanghai Composite Index rising while the ChiNext Index experienced a decline of over 1% at one point [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.91 trillion yuan, an increase of 39.3 billion yuan compared to the previous trading day [1] - More than 3,500 stocks in the market declined, indicating a bearish sentiment overall [1] Sector Performance - Resource stocks saw a collective surge, with precious metals and oil & gas sectors leading the gains [3] - Notable performances included China Gold with four consecutive trading limit ups, Hunan Gold with three, and Sichuan Gold achieving six limit ups in ten days [3] - China National Offshore Oil Corporation (CNOOC) rose over 7%, reaching a historical high, while PetroChina and other related stocks also saw significant gains [3] - The dispersed dye concept stocks performed well, with Zhejiang Longsheng, Runtou Co., and Yabong Co. hitting their trading limits [3] - Storage chip concept stocks were active, with Puran Co. rising over 15% to set a new historical high, and Qipai Technology hitting the 20% limit up [3] Declining Sectors - The virus prevention concept stocks collectively fell, with Zhijiang Bio dropping over 9% [4] - At the close, the Shanghai Composite Index rose by 0.49%, the Shenzhen Component Index increased by 0.09%, while the ChiNext Index fell by 0.37% [4]

Group 1: Gold Price Surge - Spot gold prices have reached a new high, surpassing $5200 per ounce for the first time [1] - The surge in international gold prices has quickly transmitted to the domestic market, with major gold jewelry brands in China raising their prices significantly, with some brands quoting prices as high as ¥1614 per gram [2][3] Group 2: Market Predictions - Market sentiment remains optimistic about further increases in gold prices, with BMO Capital Markets predicting that gold futures could exceed $6000 per ounce by Q4 of this year [5] - Other major banks, including Bank of America and Société Générale, have also raised their gold price targets to $6000 per ounce, reflecting a broader trend among international investment banks to increase their gold price forecasts [5] Group 3: Gold Recovery from Electronics - A viral video demonstrating gold extraction from old SIM cards has sparked interest, claiming to extract over 190 grams of gold, valued at over ¥200,000 [6] - However, experts have clarified that the actual amount of gold recoverable from a single SIM card is significantly lower, with estimates suggesting only 0.02 milligrams per card, contradicting claims made in the video [8][9] - The process of extracting gold from electronic waste is complex and requires professional knowledge and legal compliance, as it involves hazardous materials [9][11]

Group 1 - The non-ferrous metal sector experienced a rebound on January 28, with several companies reaching their daily limit up, indicating strong market performance [1] - Notable companies that saw significant gains include Nanmin Group, Xiaocheng Technology, Hunan Gold, Sichuan Gold, and others, reflecting a broad-based rally in the sector [1] - Additional companies such as Copper Crown Mining, Naipu Mining Machinery, and Dongfang Tantalum also showed upward movement, suggesting positive sentiment across the industry [1]