证券日报网讯1月26日，罗平锌电（002114）在互动平台回答投资者提问时表示，公司将会根据发展需 要择机推进主业相关矿山的资源开发与利用。 ...

Group 1 - The core viewpoint of the article highlights the growth in the number of enterprises in the non-ferrous metal mining and selection industry in China, with a total of 1,390 enterprises reported for the period from January to November 2025, marking an increase of 38 enterprises or a year-on-year growth of 2.81% [1] - The proportion of non-ferrous metal mining enterprises in the total industrial enterprises stands at 0.26% [1] - The report referenced is the "2026-2032 China Non-Ferrous Metal Industry Market Development Status and Competitive Landscape Forecast Report" published by Zhiyan Consulting [1] Group 2 - The data source for the statistics on the number of non-ferrous metal mining enterprises is the National Bureau of Statistics, organized by Zhiyan Consulting [2] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in deep industry research and providing comprehensive industry solutions to empower investment decisions [2]

Group 1 - The stock of Luoping Zinc & Electricity fell by 4.14% with a turnover rate of 29.01% and a trading volume of 974 million yuan, experiencing a fluctuation of 15.27% throughout the day [2] - Institutional investors net bought 23.66 million yuan while brokerage seats collectively net sold 18.58 million yuan [2] - The stock was listed on the Shenzhen Stock Exchange due to its daily fluctuation value reaching 15.27%, with institutional specialized seats net buying 23.66 million yuan [2] Group 2 - The top five brokerage seats accounted for a total transaction of 181 million yuan, with a buying transaction amount of 92.83 million yuan and a selling transaction amount of 87.75 million yuan, resulting in a net buying of 5.08 million yuan [2] - Among the brokerage seats listed, four institutional specialized seats were present, with a total buying amount of 73.82 million yuan and a selling amount of 50.16 million yuan, leading to a net buying of 23.66 million yuan [2] - The stock experienced a net outflow of 21.46 million yuan from main funds today, including a net outflow of 12.67 million yuan from large orders and a net outflow of 8.79 million yuan from big orders, while the net inflow of main funds over the past five days was 44.33 million yuan [2]

Market Overview - On January 16, the industrial metals sector declined by 0.69%, with Tibet Summit leading the drop [1] - The Shanghai Composite Index closed at 4101.91, down 0.26%, while the Shenzhen Component Index closed at 14281.08, down 0.18% [1] Top Gainers in Industrial Metals - He Sheng Co., Ltd. (002824) closed at 20.26, up 6.69% with a trading volume of 168,900 shares and a transaction value of 336 million yuan [1] - Yian Technology (300328) closed at 18.27, up 6.16% with a trading volume of 683,300 shares and a transaction value of 1.23 billion yuan [1] - Haixing Co., Ltd. (603115) closed at 22.04, up 5.40% with a trading volume of 102,000 shares and a transaction value of 223 million yuan [1] Top Losers in Industrial Metals - Tibet Summit (600338) closed at 18.07, down 5.98% with a trading volume of 1,148,400 shares and a transaction value of 2.14 billion yuan [2] - Xinweiling (920634) closed at 27.39, down 5.06% with a trading volume of 55,400 shares and a transaction value of 159 million yuan [2] - Luoping Zinc & Electricity (002114) closed at 9.73, down 4.14% with a trading volume of 938,100 shares and a transaction value of 974 million yuan [2] Capital Flow Analysis - The industrial metals sector experienced a net outflow of 4.936 billion yuan from institutional investors, while retail investors saw a net inflow of 3.93 billion yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are actively buying [2] Individual Stock Capital Flow - Yian Technology (300328) had a net inflow of 11.4 million yuan from institutional investors, but a net outflow of 80.03 million yuan from retail investors [3] - Chuanjiang New Materials (002171) saw a net inflow of 87.82 million yuan from institutional investors, while retail investors had a net outflow of 107 million yuan [3] - Huayu Mining (601020) experienced a net inflow of 40.5 million yuan from institutional investors, with a net outflow of 83.86 million yuan from retail investors [3]

锌业股份2连板，罗平锌电涨超7%，株冶集团、江西铜业、中金岭南、白银有色等纷纷走高。 (本文来自第一财经) 锌业股份2连板，罗平锌电涨超7%，株冶集团、江西铜业、中金岭南、白银有色等纷纷走高。 (本文来自第一财经) ...

Market Performance - On January 15, the three major indices showed mixed results, with the Shanghai Composite Index briefly falling below 4100 points, closing down 0.33% [1] - The Shenzhen Component Index rose by 0.41%, and the ChiNext Index increased by 0.56% [1] - The total trading volume in the Shanghai and Shenzhen markets approached 3 trillion yuan, significantly down by over 1 trillion yuan compared to the previous day [1] Sector Performance - The semiconductor sector strengthened in the afternoon, with stocks like Xidian Co. hitting a 20% limit up and reaching a historical high [1] - The CPO concept saw fluctuations, with stocks like Huanxu Electronics also hitting the limit up [1] - The tourism and hotel sector was active, with stocks such as Shaanxi Tourism and Zhongxin Tourism reaching their limit up [1] - The non-ferrous metals sector also saw gains, with stocks like Sichuan Gold and Luoping Zinc Electric hitting the limit up [1] - Conversely, sectors like AI applications and commercial aerospace experienced significant declines [1] Stock Highlights - A total of 55 stocks hit the limit up across the market (excluding ST and delisted stocks), with 16 stocks on consecutive limit up days [1] - Notable stocks included Bofei Electric in the chemical sector with 5 consecutive limit ups, and AI application stocks like People's Daily with 4 consecutive limit ups [1][7] - The smart grid sector saw Sanbian Technology achieving 4 limit ups over 7 days [8] Investment Insights - TSMC is expected to have capital expenditures of $52 billion to $56 billion in 2026, with a total of $40.9 billion in 2025 [9] - The State Grid Corporation of China is projected to invest 4 trillion yuan in fixed assets during the 14th Five-Year Plan, a 40% increase from the previous plan [9] - The People's Bank of China announced a reduction in the minimum down payment ratio for commercial property loans to 30% [9]

Market Overview - The A-share market experienced a decline, with the Shanghai Composite Index down by 0.6%, the Shenzhen Component down by 0.44%, and the ChiNext Index down by 1.02% as of midday trading [1]. - A total of 1,685 stocks rose while 3,664 stocks fell, with a trading volume of 1.87 trillion yuan, a decrease of 347.2 billion yuan compared to the previous trading day [2]. Sector Performance - Precious metals, energy metals, and battery sectors showed significant gains, while sectors such as commercial aerospace, internet services, and cultural media faced substantial declines [2][4]. - The precious metals sector saw a notable increase, with stocks like Sichuan Gold and Hunan Silver reaching their daily limit [10][11]. Individual Stock Highlights - In the non-ferrous metals sector, companies like Zinc Industry Co. and Luoping Zinc Electric both hit the daily limit, with New Weiling rising nearly 10% [5]. - Lithium-related stocks also surged, with Huayou Cobalt up over 7% and Ganfeng Lithium up over 5% [7]. - The price of industrial-grade lithium carbonate increased by 36.71% from the beginning of the month, reaching 160,000 yuan per ton [8]. Geopolitical Impact - According to China Galaxy Securities, escalating global geopolitical conflicts may lead major powers to strengthen control and reserves of key strategic metal resources, potentially reshaping global metal supply chains and driving demand for critical strategic metals [6]. Commercial Aerospace Sector - The commercial aerospace sector faced a significant downturn, with stocks like China Satellite and Aerospace Electronic hitting their daily limit down, and others like Aerospace Hongtu and Aerospace Huanyu dropping over 10% [13][14].

Market Overview - On January 15, A-shares opened lower and then experienced slight gains before declining, with the Shanghai Composite Index down 0.6% at 4101.52 points, the Shenzhen Component down 0.44% at 14186.11 points, and the ChiNext Index down 1.02% at 3314.88 points. The total trading volume in the Shanghai and Shenzhen markets reached 1.87 trillion yuan, with over 3600 stocks declining [1] Sector Performance - The tourism and hotel sector showed strong performance, with stocks like Zhongxin Tourism hitting a two-day limit up and Shaanxi Tourism reaching the daily limit [4] - The precious metals sector was active, with Sichuan Gold nearing the daily limit and other stocks like Chifeng Gold and Hunan Silver following suit. Recent news indicated that spot silver prices surged over 7%, reaching a historical high of $93 per ounce, while spot gold also hit a record high of $4643 per ounce [2] - The lithium battery sector strengthened, with Tianhong Lithium rising over 14% and other companies like Tianji Co. and Huasheng Lithium also seeing gains. The price of industrial-grade lithium carbonate increased by 36.71% from the beginning of the month, reaching 160,000 yuan per ton [3] - The smart driving sector saw a rise, with stocks like Suoling Co. hitting the daily limit. The Shanghai Municipal Economic and Information Commission announced plans for the large-scale application of high-level autonomous driving by 2027 [6] Institutional Insights - CITIC Securities noted that despite recent regulatory measures to cool the market, overall trading activity remains high, with key indicators like daily trading volume and margin financing balances above long-term averages. The firm expects continued benefits for securities companies and a potential for revenue diversification and quality improvement [7] - CITIC Jiantou highlighted that the mid-term "stock-bond seesaw" effect will further support A-share performance, with macro liquidity showing characteristics of "internal and external easing resonance" [9] - Huatai Securities reported that the innovative drug sector is experiencing a liquidity recovery, with significant growth in BD transactions compared to the previous year, indicating a potential bullish trend for innovative drugs [10]

责任编辑：小浪快报 01月15日消息，截止11:00，金属铅板块大涨，锌业股份、罗平锌电涨停，驰宏锌锗、中金岭南等个股 涨幅居前。 ...

Group 1 - The non-ferrous metal sector experienced a strong surge on the 15th, with cobalt, nickel, and gold concepts showing active performance, leading to significant stock price increases for companies like Zinc Industry Co., Sichuan Gold, and Luoping Zinc Electric [1] - On the 14th, spot silver prices rose over 7%, surpassing the $93 mark, reaching a historical high with an annual increase of over 28%. Spot gold also hit a record high of $4643 per ounce, while Shanghai tin futures saw a night session increase of over 10%, breaking the 440,000 yuan per ton barrier [1] Group 2 - According to Galaxy Securities, the escalation of global geopolitical conflicts may lead major powers to strengthen control and reserves of key strategic metal resources, prompting a reshaping of global metal supply chains and catalyzing demand and value reassessment for critical strategic metal resources [2] - The logic supporting the price increase of key strategic non-ferrous metals such as copper, tungsten, molybdenum, cobalt, and rare earth materials is expected to continue due to heightened geopolitical tensions [2] - Recent U.S. employment data showed a disappointing addition of 50,000 jobs in December, with previous months' data revised down by 76,000, indicating a significant decline in labor market momentum, which may raise market expectations for two interest rate cuts by the Federal Reserve in 2026 [2] - Increased geopolitical risks, including U.S. actions in Venezuela and Greenland, are likely to heighten market demand for safe-haven assets, benefiting gold prices [2]