格隆汇2月1日｜湖南黄金公告称，公司股票日均换手率连续1个交易日与前5个交易日比值达96.23倍， 累计换手率23.32%，属于异常波动情况。经公司自查，公司前期披露的信息不存在需要更正、补充之 处。未发现近期公共传媒报道可能或已经对公司股票交易价格产生较大影响 的未公开重大信息。公司 近期经营情况正常，内外部经营环境未发生重大变化。此前公司拟发行股份购买湖南黄金天岳矿业 100%股权、湖南中南黄金冶炼100%股权并募资，相关审计、评估未完成；本次交易尚需履行多项审批 程序及取得相关主管部门的批准后方可实施。控股股东、实控人在异常波动期间无买卖股票情况。 ...

证券代码：002155 证券简称：湖南黄金 公告编号：临 2026-15 湖南黄金股份有限公司 关于股票交易异常波动的公告 本公司董事会及全体董事、高级管理人员保证公告内容的真实、 准确和完整，对公告的虚假记载、误导性陈述或者重大遗漏负连带责 任。 一、股票交易异常波动的情况 湖南黄金股份有限公司（以下简称公司）股票日均换手率连续 1 个交易日 （2026 年 1 月 30 日）与前 5 个交易日日均换手率比值达 96.23 倍，且累计换手 率达 23.32%，根据深圳证券交易所的有关规定，属于股票交易异常波动的情况。 披露的重大事项，也不存在其他处于筹划阶段的重大事项。 5.股票异常波动期间，控股股东、实际控制人不存在买卖公司股票的情况。 6.公司不存在违反公平信息披露的情形。 二、公司关注、核实情况说明 针对公司股票交易异常波动，经公司自查，并向公司控股股东及实际控制人 就相关事项进行了核实，现就有关情况说明如下： 1.公司前期披露的信息不存在需要更正、补充之处。 2.未发现近期公共传媒报道可能或已经对公司股票交易价格产生较大影响 的未公开重大信息。 3.公司近期经营情况正常，内外部经营环境未发生重大变化 ...

湖南黄金公告称，2026年1月30日公司股票日均换手率与前5个交易日比值达96.23倍，累计换手率 23.32%，属异常波动。经自查，前期信息无需更正、补充，近期经营正常。公司拟发行股份购买湖南 黄金天岳矿业100%股权、湖南中南黄金冶炼100%股权并募资，相关审计、评估未完成。控股股东、实 控人在异常波动期间无买卖股票情况。本次交易尚需多程序审批，黄金资源储量或有差异，金价走势及 业绩预告也存不确定性，提醒投资者注意风险。 ...

新京报贝壳财经讯 2月1日，据Choice数据统计，包括紫金矿业、中金黄金、山东黄金、赤峰黄金、湖 南黄金和西部黄金在内的6家黄金上市公司披露2025年度业绩预告。其中，紫金矿业2025年净利润同比 预增59%-62%；中金黄金Q4净利预计环比增长14%-75%。 ...

Core Viewpoint - The market for gold and silver has experienced significant declines, with spot gold dropping over 4% and spot silver falling more than 5%, indicating a bearish trend in precious metals [1][4]. Group 1: Market Performance - Spot gold is reported at $5,139.38 per ounce after a daily decline of over 4% [4]. - Spot silver is currently priced at $108.90 per ounce, reflecting a drop of more than 5% [4]. - The A-share market opened lower, with all three major indices declining by over 1%, led by the gold and base metals sectors [4]. Group 2: Stock Performance - Several gold and silver-related stocks have hit the daily limit down, including companies like 盛达资源 (Shengda Resources) and 中金黄金 (Zhongjin Gold), which both saw a 10% drop [4][5]. - Specific stock performances include: - 晓程科技 (Xiaocheng Technology) down 19.92% with a trading volume of 2.289 billion [5]. - 贵研铂业 (Guiyan Platinum) down 10.01% with a trading volume of 1.031 billion [5]. - 山东黄金 (Shandong Gold) down 10% with a trading volume of 3.775 billion [6]. Group 3: Risk Announcements - Multiple companies, including 白银有色 (Baiyin Yese) and 招金黄金 (Zhaojin Gold), issued risk warnings due to the volatility in precious metals prices [6][9]. - The domestic prices of gold jewelry have also seen a decline, with major brands like 周生生 (Chow Sang Sang) and 周大福 (Chow Tai Fook) adjusting their prices [6].

2026年1月29日，黄金市场彻底疯了。 就在这一天，国际金价像坐上了火箭，伦敦金现货价格收盘时冲到了5286.28美元一盎司，一天之内暴涨了115.04美 元，涨幅高达2.22%。 这还不是全部，国内金价同样疯狂，黄金T D报1186.85元一克，沪金期货更是冲到了1191.66元一克。 如果你去金店看看，老凤祥的 足金价格已经挂到了1620元一克。 从年初到现在，金价已经涨了超过22%。 所有人都在问同一个问题：这黄金，到底怎么了？ 你可能觉得这价格高得离谱，但市场告诉你，这还不是终点。 就在几天前的1月28日，现货黄金价格才刚刚首次突破了5200美元大关，最高报5233.93美元。 短短一天，它又往上窜了一大截。 更让人难以置信的是，回顾2025年，黄金全年涨幅超过64%，创下历史新高的次数高达50多次。 而进入2026年，这股势 头不仅没停，反而更猛了。 1月1日以来，金价从4400美元一路狂飙，冲破4500、4600、4700美元关口，开年累计涨幅轻松超过8%。 到了1月20日，现货黄 金价格一度涨至4701.48美元。 这感觉就像黄金彻底摆脱了地心引力。 金价这么疯涨，背后可不是一个原因那么简单。 ...

Market Overview - The A-share market indices all closed lower during the week from January 26 to January 30, with the Shanghai Composite Index down by 0.44%, the Shenzhen Component down by 1.62%, and the ChiNext Index down by 0.09% [1] - The average daily trading volume in the Shanghai and Shenzhen markets reached 30,348 billion yuan, showing an increase compared to the previous week, indicating a high level of market activity [4] Index Performance - The Shanghai 50 index showed relative strength with a weekly increase of 1.13%, while the CSI 300 index had a slight gain of 0.08%. In contrast, the North Star 50 and Sci-Tech 50 indices experienced notable declines of 3.59% and 2.85%, respectively [2][3] - For the month, the Sci-Tech 50 index led with a cumulative increase of 12.29%, followed by the North Star 50 and Shenzhen Component indices with increases of 6.33% and 5.03% [2] Sector Performance - The leading sectors for the week included genetically modified organisms, soybeans, combustible ice, corn, and gold concepts, with cumulative increases of 9.01%, 6.47%, 6.04%, 5.92%, and 5.87%, respectively [6][7] - Conversely, the sectors with the largest declines included military information technology, reducers, DRG/DIP, military-civilian integration, and commercial aerospace, with cumulative declines of 7.4%, 7.35%, 7.1%, 6.75%, and 6.75% [8] Individual Stock Highlights - The top five performing stocks for the week were Tongyuan Petroleum, Hunan Gold, Sidik, China Gold, and Xiaocheng Technology, with cumulative increases of 63.04%, 61.08%, 60.03%, 59.22%, and 53.13%, respectively [9][10] - The stocks with the largest declines included Huawai Design, *ST Yunchuang, Guosheng Technology, Tiangong Co., and Zhenstone Co., with cumulative declines of 33.91%, 30.87%, 30.70%, 28.94%, and 27.73% [14][15] Company Business Focus - Tongyuan Petroleum provides comprehensive oilfield services including enhanced oil recovery, drilling and completion technology services, and integrated project services [11] - Hunan Gold is engaged in the mining and processing of gold, antimony, tungsten, and other non-ferrous metals, as well as the import and export of related products [12] - Sidik specializes in precision coating materials and technical solutions [13]

Market Overview - The market experienced high-level consolidation last week, with the Shanghai Composite Index down 1.73%, Shenzhen Component Index down 3.57%, ChiNext Index down 2.80%, and the STAR Market 50 Index down 5.69% [1] Top Performing Stocks - The top ten performing stocks of the week include C Hengyun Chang, C Zhenshi, Tongyuan Petroleum, Hunan Gold, Sidik, China Gold, Xiaocheng Technology, Tiandi Online, *ST Lifang, and Wangsu Technology [1][2] C Hengyun Chang - C Hengyun Chang, a leading supplier of core components for semiconductor equipment and RF power, saw its stock price surge by 352.75% due to technological breakthroughs and the dual push of its listing process [2][3] C Zhenshi - C Zhenshi, a global leader in wind turbine blade materials, experienced a stock price increase of 93.92%, benefiting from the recovery of the wind power industry and its status as the highest fundraising new stock this year [2][3] Tongyuan Petroleum - Tongyuan Petroleum's stock rose by 63.04%, driven by external geopolitical conflicts and the International Energy Agency's upward revision of demand forecasts, enhancing the overall attractiveness of the oil and gas service sector [2][3] Hunan Gold - Hunan Gold's stock increased by 61.08%, supported by significant asset restructuring progress and performance forecasts, attracting investor interest due to its improved fundamentals [2][3] Sidik - Sidik's stock price rose by 60.03%, attributed to breakthroughs in functional coating composite materials and business expansion, including partnerships with Huawei in the magnetic storage field [2][4] China Gold - China Gold's stock increased by 59.22%, influenced by heightened market attention on international gold prices and the company's metal production planning, resonating with market sentiment [2][3] Xiaocheng Technology - Xiaocheng Technology's stock rose by 53.13%, closely linked to the surge in international gold prices and its business structure, with over 86% of its revenue from gold-related activities [2][3] Tiandi Online - Tiandi Online's stock increased by 51.23%, primarily driven by its acquisition of Jiato Group and its focus on AI marketing and virtual digital human sectors [2][4] *ST Lifang - *ST Lifang's stock rose by 47.33%, influenced by expectations of debt restructuring and speculative trading, as the company faces delisting risks due to previous debt issues [2][5] Wangsu Technology - Wangsu Technology's stock increased by 44.25%, benefiting from the surge in AI computing demand and anticipated price increases in cloud services, transitioning from traditional CDN to emerging businesses [2][5]

Market Overview - The A-share market ended January with the Shanghai Composite Index stabilizing above 4100 points, with a total market turnover of 2.86 trillion yuan [1] - The market showed mixed performance with sectors like precious metals and lithium mining declining, while CPO concepts, optical communication modules, aquaculture, and communication equipment saw gains [1] Sector Performance - The main themes for the month were alternating leadership between non-ferrous metals and technology sectors, with AI application concepts experiencing a strong surge and commercial aerospace concepts remaining active [1] - Precious metals experienced significant volatility, with dramatic price fluctuations [1] Stock Highlights - A total of 48 stocks hit the daily limit up, with 7 stocks achieving consecutive limit ups, and 21 stocks failing to close at the limit, resulting in a limit-up rate of 69% (excluding ST and delisted stocks) [3] - Key stocks included: - Tian Di Online (天地在线) with 10 limit ups in 10 days - Hunan Gold (湖南黄金) with 5 consecutive limit ups due to merger and acquisition news - Baichuan Co. (百川股份) with 3 consecutive limit ups in the chemical sector [3][4] Trading Data - Hunan Gold (002155) closed at 37.00 yuan, up 9.99%, with a turnover rate of 23.32% and a transaction volume of 13.414 billion yuan [4] - Tian Di Online (002995) closed at 34.51 yuan, up 10.01%, with a turnover rate of 50.90% and a transaction volume of 1.915 billion yuan [4] - The top net buy stocks on the day included Hunan Gold, with a net buy of 949 million yuan, followed by Xingye Silver (兴业银锡) and China Gold (中国黄金) [5][6] Institutional Activity - The top net selling stocks included Hunan Gold, with a net sell of 704 million yuan, and Tian Di Online, with a net sell of 108 million yuan [8][9] - Institutional activity showed significant interest in Hunan Gold, with a strong net buy from various funds despite its recent price surge [14][17] Precious Metals and Commodities - The precious metals sector faced a sharp decline, with spot gold prices dropping over 7% during the day, falling below 5000 USD per ounce, and silver prices also experiencing significant drops [11] - The market is reacting to geopolitical tensions and potential changes in U.S. Federal Reserve leadership, which may influence commodity prices [11] Conclusion - The A-share market is characterized by sector rotation, with technology and non-ferrous metals leading the way, while precious metals face downward pressure. Institutional trading patterns indicate a focus on specific stocks like Hunan Gold and Tian Di Online, reflecting investor sentiment and market dynamics [1][3][11]

Core Viewpoint - The rare drop in the non-ferrous metal sector on January 30, with a significant decline in the popular ETF, reflects market reactions to external and internal factors, while simultaneously showing a trend of increased investment despite falling prices [1][3][4]. Group 1: Market Performance - On January 30, the non-ferrous metal sector experienced a notable drop, with the popular ETF, Huabao Non-Ferrous Metal ETF (159876), falling to a low of 9.98% before closing down 9.61% [1][3]. - Despite the decline, the ETF saw a net subscription of 156 million units, indicating a "buy the dip" mentality among investors [1][3]. - Among the 59 constituent stocks, 20 stocks, including Shandong Gold and China Aluminum, hit the daily limit down, while Hunan Gold achieved a five-day consecutive rise with a net inflow of 6.893 billion yuan, topping the A-share capital inflow list [1][3]. Group 2: Reasons for Market Drop - External factors include the anticipated appointment of a hawkish Federal Reserve chairman, Kevin Warsh, which is expected to end the liquidity boom, prompting profit-taking before the announcement [3][11]. - Internal factors involve regulatory tightening, with exchanges raising margin requirements and price limits for gold, silver, and tin, forcing high-leverage speculative funds to liquidate positions before the holiday [3][11]. - On the industrial side, pre-holiday inventory replenishment fell short, and there was a surge in shipments from lithium mines in Australia and South America, leading to a price drop for lithium carbonate [3][11]. Group 3: Reasons for Increased Investment - External factors supporting increased investment include Trump's endorsement of Kevin Warsh, suggesting a lower probability of aggressive rate hikes under his leadership [4][13]. - The fundamental drivers for non-ferrous metal prices remain unchanged, with ongoing global monetary easing and the strategic value of metals needed for emerging industries like AI and military applications [4][13]. - Earnings forecasts for non-ferrous metal stocks are generally positive, with many companies expected to report favorable results for 2025 [4][13]. - Guosheng Securities predicts that the combination of supply-demand mismatch, macroeconomic easing, and industrial upgrades will sustain high profitability in the non-ferrous sector for the next 3-5 years [4][13].