Group 1 - Sichuan Gold announced the resignation of Deputy General Manager Huang Xiyuan due to reaching the legal retirement age, effective immediately upon submission of his resignation report to the board [1] - Huang Xiyuan's original term was set to last until the end of the second board's term [1] Group 2 - International gold prices have surpassed $5,000, marking a 280% increase over the past seven years [1] - Experts suggest that the peak of gold prices will depend on the U.S. dollar, with a focus on the international monetary system, interest rate cuts, and technological revolutions [1]

Core Viewpoint - Sichuan Gold (001337) announced that it has not discovered any undisclosed significant information that may have a substantial impact on its stock trading price, as reported in recent public media [1] Group 1 - The company's current operating conditions are normal, and there have been no significant changes in the internal and external operating environment [1] - The company, along with its controlling shareholders, indirect controlling shareholders, and actual controllers, has no undisclosed significant matters that should be disclosed or are in the planning stage [1] - During the period of unusual fluctuations in the company's stock trading, the controlling shareholders, indirect controlling shareholders, and actual controllers did not buy or sell the company's stock [1]

Core Viewpoint - The international gold price has surged past the $5000 per ounce mark, leading to a wave of limit-up trading in gold stocks on the A-share market, making them a hot investment opportunity [1][4][21]. Group 1: Gold Price Surge - On January 26, the spot gold price easily broke the $5000 per ounce psychological barrier, setting a new historical high [2][21]. - The gold price has shown a remarkable increase of approximately 15% since the beginning of the year, following a 70% annual increase last year, marking the largest annual gain since the 1979 oil crisis [5][22]. - The speed of gold price increases has been notable, with the price rising from $4000 to over $5000 in just over three months [24]. Group 2: Market Reaction - Following the surge in gold prices, numerous gold stocks in the A-share market experienced limit-up trading, with significant gains observed across various companies [2][19]. - Notable stocks that reached their limit-up prices include Sichuan Gold, Hunan Gold, and China Gold, among others [2][19][29]. - The gold stock index outperformed other sectors significantly, indicating strong market interest and investment in this area [2][19]. Group 3: Factors Driving Gold Prices - The primary drivers of the recent gold price surge include escalating geopolitical tensions and a corresponding increase in market risk aversion [8][26]. - Central banks globally have accelerated their gold purchases, contributing to the sustained rise in gold prices as they seek to optimize their foreign exchange reserves and hedge against geopolitical risks [8][26]. - For instance, the Polish central bank has approved a plan to purchase up to 150 tons of gold, while the People's Bank of China has been increasing its gold reserves for 14 consecutive months [8][26]. Group 4: Future Outlook - Several financial institutions have raised their gold price forecasts, with Goldman Sachs increasing its year-end target from $4900 to $5400 per ounce, citing growing demand from both private investors and central banks [9][27]. - Bank of America has set a more aggressive target of $6000 per ounce, while Jefferies Group predicts a potential rise to $6600 per ounce this year [9][28][29]. - The new Mineral Resources Law, effective from July 1, 2025, allows exploration rights holders to convert their rights to mining rights more easily, potentially benefiting companies with gold mining resources [30][34].

证券代码：001337 证券简称：四川黄金 公告编号：2026-003 四川黄金股份有限公司 股票交易异常波动的公告 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。 一、股票交易异常波动的情况 四川黄金股份有限公司（简称"公司"或"本公司"）股票（证券简称：四 川黄金，证券代码：001337）连续三个交易日（2026 年 1 月 22 日、2026 年 1 月 23 日、2026 年 1 月 26 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》的相关规定，属于股票交易异常波动的情况。 二、关注并核实的情况 4、公司及公司控股股东、间接控股股东及实际控制人不存在关于本公司应 披露而未披露的重大事项，或处于筹划阶段的重大事项。 5、公司控股股东、间接控股股东及实际控制人在公司股票交易异常波动期 间未买卖本公司股票。 三、是否存在应披露而未披露信息的说明 1 本公司董事会确认，本公司目前没有任何根据《深圳证券交易所股票上市规 则》等有关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意向、 协议等；董事会也未获悉本公司有根据《深圳证 ...

证券代码：001337 证券简称：四川黄金 公告编号：2026-002 四川黄金股份有限公司 关于高级管理人员退休离任的公告 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。 一、高级管理人员离任情况 二、备查文件 1、辞职报告。 四川黄金股份有限公司 董 事 会 二〇二六年一月二十七日 四川黄金股份有限公司（简称"公司"）董事会于近日收到公司副总经理黄 喜元先生的书面辞职申请，因达到法定退休年龄，申请辞去副总经理职务，且辞 职后不在公司及控股子公司任职。黄喜元先生原定任期至第二届董事会任期届满 之日止。根据相关规定，黄喜元先生离任时间自其辞职报告递交董事会之日起生 效。 截至本公告日，黄喜元先生未直接或间接持有公司股票，且不存在应当履行 而未履行的承诺事项，并已按公司相关规定完成工作交接。黄喜元先生离任后， 将继续遵守《中华人民共和国公司法》《上市公司董事和高级管理人员所持本公 司股份及其变动管理规则》及《深圳证券交易所上市公司自律监管指引第 18 号 ——股东及董事、高级管理人员减持股份》等法律法规和规范性文件的相关规定。 公司及董事会对黄喜元先生在任职期间 ...

Market Overview - A total of 70 stocks hit the daily limit, while 40 stocks faced limit down, resulting in a sealing rate of 64%. The market experienced fluctuations with significant divergence between large and small indices, as the Shenzhen Composite Index and ChiNext Index opened high but fell over 1% during the day. The total trading volume in the Shanghai and Shenzhen markets reached 3.25 trillion yuan, an increase of 163 billion yuan compared to the previous trading day. Overall, more than 3,700 stocks declined, with the metal, oil and gas, photovoltaic, and chemical sectors leading the gains, while commercial aerospace, sports, semiconductors, and military industries faced declines. By the close, the Shanghai Composite Index fell by 0.09%, the Shenzhen Composite Index by 0.85%, and the ChiNext Index by 0.91% [1]. Stock Performance Analysis - The advancement rate for consecutive limit-up stocks dropped to 16.67%. High-profile stocks such as Fenglong Co. and Jiamei Packaging, which previously achieved 18 consecutive limit-ups, announced suspension for verification, impacting market sentiment towards high-priced stocks. The number of stocks with three or more consecutive limit-ups fell to only two, with both Runbei Hangke and Yuejian Intelligent hitting limit down. The recent focus of speculative funds on elastic sectors showed signs of localized losses, particularly after the Beijing Stock Exchange restricted trading for a private fund, leading to a significant drop of 28% for Huawi Design, which had previously achieved two consecutive limit-ups [3][4]. Sector Highlights - The "space photovoltaic" sector gained attention following support from Tesla CEO Elon Musk, who stated that SpaceX and Tesla are working to enhance solar energy production, aiming for an annual capacity of 100 GW within three years. Stocks like Mingyang Smart Energy, Tuojin New Energy, and GCL-Poly Energy achieved consecutive limit-ups, although individual stock performances varied significantly. Despite being viewed as a strong rebound opportunity within the commercial aerospace industry, the sector faced challenges amid a broader market retreat [5]. Precious Metals and Energy Sector - International precious metal prices have surged, with spot gold and New York gold prices both exceeding $5,100 per ounce, and spot silver prices nearing $110 per ounce. The non-ferrous metals sector continued its strong performance, with stocks like China Gold, Sichuan Gold, and others achieving consecutive limit-ups. However, many companies' stock prices have already priced in the impact of metal prices on future earnings, raising concerns about potential volatility in stock performance. Additionally, severe weather conditions have driven up natural gas futures prices, leading to a rebound in oil and gas stocks, with China National Offshore Oil Corporation seeing a rise of over 6%, reaching a historical high [6]. Computing Power and Biotech Sector - AWS announced a price increase of approximately 15% for EC2 machine learning capacity blocks, breaking its long-standing tradition of only lowering prices. The computing power leasing sector has shown strength, with stocks like Yuke Technology hitting limit-up. The recent surge in user numbers for Zhizhu and the cash red envelope activities from major tech companies may further intensify demand for computing power. In the biotech sector, news of Nipah virus infections in West Bengal, India, led to a surge in stocks related to virus testing and vaccines, with several stocks hitting limit-up due to heightened risk-averse sentiment [7][8]. Market Outlook - The market exhibited a pattern of rising and then falling throughout the day, with the Shanghai 50 Index briefly rising nearly 2% before ending a nine-day decline. In contrast, the small-cap index experienced a significant adjustment after reaching a new high. The number of stocks hitting limit down approached 40, with nearly 470 stocks declining over 5%, indicating a growing loss effect among individual stocks. Caution is advised as the peak period for earnings forecasts approaches, particularly regarding underperforming stocks [9].

Group 1 - The precious metals sector increased by 10.13% compared to the previous trading day, with Xiaocheng Technology leading the gains [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] - Key stocks in the precious metals sector showed significant price increases, with Yanzai Technology rising by 20.01% and Hunan Gold by 10.01% [1] Group 2 - The net outflow of main funds in the precious metals sector was 138 million yuan, while retail investors saw a net inflow of 223 million yuan [1] - Detailed fund flow data indicates that Hengbang Co. had a main fund net inflow of 2.33 billion yuan, while retail investors had a net outflow of 86.06 million yuan [2] - Shandong Gold experienced a net outflow of 119 million yuan from main funds, but a net inflow of 178 million yuan from retail investors [2]

Market Overview - The Shanghai Composite Index experienced a sideways movement, while the Shenzhen Component Index and ChiNext Index fell nearly 1%. The trading volume reached 3.28 trillion yuan, with nearly 3,800 stocks declining across the Shanghai and Shenzhen markets [1] - Precious metals stocks surged, with companies like Zhongjin Gold and Western Gold hitting the daily limit. The pharmaceutical sector also saw strong performance, with stocks such as Capstone Bio and Maike Bio reaching the daily limit [1] Key Highlights Precious Metals - Gold and silver stocks saw significant gains, with multiple stocks like Silver Nonferrous and Sichuan Gold hitting the daily limit. On January 26, spot gold surged, breaking the $5,000 mark in the morning and later surpassing $5,100 per ounce, setting a new historical high [4] - Companies such as Zhongjin Gold and Western Gold reported increases of 10% and 9.99% respectively, with market capitalizations of 159.96 billion yuan and 334.91 billion yuan [6][10] Pharmaceuticals - The pharmaceutical sector experienced a notable rise, with stocks like Teva Pharmaceutical, Hualan Biological Engineering, and Luyin Pharmaceutical reaching the daily limit. The sector's performance was influenced by the recent outbreak of the Nipah virus in India, prompting increased vigilance in neighboring countries [8][9] - Teva Pharmaceutical's stock rose by 10.01%, while Hualan Biological Engineering surged by 20% [10] Cloud Computing - The cloud computing sector saw an uptick, with stocks like Hasen Co., Qunxing Toys, and Wangsu Technology hitting the daily limit. Amazon Web Services recently raised its EC2 machine learning capacity block prices by approximately 15%, indicating a significant shift in cloud computing pricing logic amid AI resource shortages [12][14] - Analysts predict that this price increase may trigger a chain reaction among cloud service providers, with domestic and international companies likely to follow suit [12][14] Other Sectors - The oil and gas sector saw a midday rally, with Zhongman Petroleum hitting the daily limit and China National Offshore Oil Corporation rising over 6% to reach a new high. However, the commercial aerospace concept experienced adjustments, with stocks like China Satellite and China Satcom hitting the daily limit [1] - The robotics and photovoltaic sectors showed mixed performance, while aerospace and semiconductor sectors faced the largest declines [14]

【#疫苗概念掀涨停潮##四川黄金8天4板#】1月26日，A股市场全天震荡调整，深成指、创业板指高开 低走，盘中均跌超1%。截至收盘，沪指跌0.09%，深成指跌0.85%，创业板指跌0.91%。全市场成交额 3.28万亿，较上一个交易日放量1625亿，超3700股下跌。 贵金属概念股领涨，四川黄金8天4板。晓程科技、湖南黄金、盛达资源等多股涨停，紫金矿业创历史新 高。 600161.SH 6 @21 世纪经济报道 52.90 20.01% 0.00% | 300139.SZ | | | | | --- | --- | --- | --- | | 金徽股份 | 18.33 | 10.02% | 0.00% | | 603132.SH | | | | | 湖南黄金 | 25.27 | 10.01% | 0.00% | | 002155.SZ | | | | | 招金黄金 | 21.43 | 10.01% | 0.00% | | 000506.SZ | | | | | 盛达资源 | 56.65 | 10.00% | 0.00% | | 000603.SZ | | | | | 中金黄金 | 33.00 | 10.00% ...

Market Overview - The market experienced a downturn with the Shanghai Composite Index closing down 0.09%, the Shenzhen Component down 0.85%, and the ChiNext down 0.91% [1] - A total of 1,604 stocks rose while 3,771 stocks fell, indicating a broader market weakness [1] Precious Metals Sector - The precious metals sector saw significant gains, with gold prices surpassing $5,000 per ounce for the first time, and silver prices also rising sharply [2] - Notable stocks in this sector included Zhongjin Gold and Xibu Gold, which reached their daily limit [2] Pharmaceutical Sector - The pharmaceutical sector strengthened, with stocks like Cap Bio and Mike Bio hitting their daily limit due to concerns over a Nipah virus outbreak in India [2][4] - The outbreak has prompted increased monitoring in countries such as Thailand and Nepal [2] Oil and Gas Sector - Oil and gas stocks rallied, with Zhongman Petroleum hitting its daily limit and China National Offshore Oil Corporation (CNOOC) rising over 6% to reach a new high [5] Commercial Aerospace Sector - The commercial aerospace sector faced adjustments, with stocks like China Satellite and China Satcom hitting their daily limit [6] Large Sell Orders - Significant sell orders were noted in major stocks, with Zijin Mining seeing over 4.07 billion yuan in sell orders and China Ping An over 2.05 billion yuan [6] Market Sentiment and Policy - Analysts from CITIC Securities indicated that the current reduction in broad-based ETFs by institutional investors may be a strategy to realize profits rather than directly suppressing speculative trading [10] - The report suggests that increasing margin requirements or trading fees could be more effective in cooling market enthusiasm [10]