人民财讯1月26日电，沪指早间窄幅震荡，深证成指、创业板指走低。截至午间收盘，沪指涨0.12%， 深证成指跌0.74%，创业板指跌0.86%。盘面上，黄金概念持续走强，湖南黄金、盛达资源、四川黄 金、中国黄金等多股涨停；疫苗概念活跃，华兰疫苗20%涨停。此外，采掘、保险、有色金属、石油、 小金属、化肥等板块涨幅居前；航天航空、汽车零部件、游戏、半导体、家用轻工、商业航天、机器人 执行器概念等板块跌幅居前。全市场超1600只个股上涨，上午半天成交超2万亿元。 ...

记者｜黎雨桐 见习记者林芊蔚 编辑｜金珊 1月26日，A股市场早盘冲高回落。截至收盘，沪指涨0.12%，深成指跌0.74%，创业板指跌0.86%。沪深两市半日成交额超2.26万亿， 较上个 | 上证指数 | 深证成指 | 科创综指 | | --- | --- | --- | | 4141.01 | 14332.86 | 1864.01 | | +4.85 +0.12% -106.80 -0.74% -35.77 -1.88% | | | | 万得全A | 创业板指 | 北证50 | | 6857.67 | 3320.81 | 1573.21 | | -35.44 -0.51% -28.70 -0.86% -15.45 -0.97% | | | | 沪深300 | 中证500 | 中证A500 | | 4715.12 | 8522.32 | 5936.21 | | +12.63 +0.27% -67.85 -0.79% +1.10 +0.02% | | | | 中证1000 | 深证100 | 中证红利 | | 8365.64 | 5871.66 | 5654.38 | | -105.10 -1.24% | - ...

从业务布局来看，黄金天岳主要从事万古矿区的矿权整合、勘探，以及部分金矿的采选及销售，主要产 品为金精矿，拥有12宗矿业权，资源储备丰富。2025年实现营收2.21亿元、净利润6454.97万元。 据报道，2024年11月，湖南省地质院在万古金矿田地下2000米以浅发现超40条金矿脉，核心区累计资源 量300.2吨，专家预测其3000米以浅远景储量超1000吨，估值达6000亿元。 1月26日早间，现货黄金历史首次突破5000美元关口，盘中最高涨至每盎司5093.15美元，续创历史新 高。 对此，中信建投证券分析指出，押注美联储鸽派掌门人接班造成的美元信用弱化及地缘冲突风险抬升， 避险配置及央行购金行为延续，强化了贵金属牛市格局。高盛已在最新报告中，将黄金今年底目标价从 每盎司4900美元上调至5400美元。 在黄金格持续狂飙的带动下，A股贵金属板块热度同步攀升。今日早盘，该板块集体高开，湖南黄金涨 停，晓程科技、四川黄金盘中创新高，恒邦股份、湖南白银、中金黄金等纷纷跟涨。 值得一提的是，身处行业景气周期的湖南黄金，还在稳步推进并购扩产计划。 1月25日晚，湖南黄金宣布拟通过发行股份方式收购湖南黄金集团及天岳投 ...

Core Viewpoint - Hunan Gold has resumed trading with a significant price increase, announcing a major asset restructuring plan involving the acquisition of 100% equity in Golden Tianyue and Zhongnan Smelting through a share issuance and fundraising from specific investors [1] Group 1: Transaction Details - The company plans to acquire 100% equity stakes in Golden Tianyue, which focuses on mineral rights integration, exploration, and gold mining operations, and Zhongnan Smelting, which specializes in processing difficult-to-treat gold concentrates [1] - The transaction will involve issuing shares to no more than 35 specific investors to raise supporting funds, indicating a significant capital influx for the company [1] Group 2: Business Operations of Target Companies - Golden Tianyue's main products include gold concentrates, while Zhongnan Smelting's operations encompass raw material procurement, smelting processing, product sales, and technical services, with a focus on high arsenic and high sulfur concentrates [1] - Zhongnan Smelting also recovers silver and electrolytic copper during the smelting process and produces by-products such as sulfuric acid and arsenic trioxide, enhancing its resource utilization [1] Group 3: Strategic Implications - The transaction aims to integrate the mining and smelting segments, thereby increasing resource reserves and enhancing control over quality assets and the industry chain, which is expected to improve profitability [1]

Core Viewpoint - Gold prices continue to strengthen, with spot and futures prices both surpassing $5,090 per ounce, indicating a bullish trend in the gold market [1] Group 1: Market Performance - As of 11:15, the gold ETF Huaxia (518850) increased by 2.5%, the non-ferrous metal ETF (516650) rose by 4.67%, and the gold stock ETF (159562) gained 6.01% [1] - Hunan Gold, a major holding in these ETFs, hit the daily limit, while Zhongjin Gold and silver non-ferrous stocks both surged over 9% [1] - Other stocks such as Western Gold and copper-aluminum non-ferrous also showed significant upward movement [1] Group 2: Analyst Insights - Analysts from Bank of America noted that historically, during four previous gold bull markets, prices averaged a 300% increase over approximately 43 months [1] - Based on this historical trend, gold is projected to reach $6,000 per ounce by spring 2026 [1] Group 3: Technical Indicators - A MACD golden cross signal has formed, suggesting a positive momentum in the market for these stocks [1]

港、A股贵金属股集体走强。A股中，湖南黄金、恒邦股份涨停，晓程科技涨超9%，中金黄金、招金黄金涨超8%；港股中，中国白银集团涨超10%，中国 黄金国际、赤峰黄金涨超6%。 | 贵金属 了 | | | | --- | --- | --- | | 伦敦金现 | 伦敦银现 | COMEX黄金 | | 5081.358 | 108.962 | 5087.6 | | +93.188 +1.87% +5.621 +5.44% +107.9 +2.17% | | | | COMEX白银 | SHFE黄金 | SHFE自银 | | 108.460 | 1144.36 | 27531 | | +7.127 +7.03% | | +41.50 +3.76% +3406 +14.12% 三格隆汇 | 今日，现货黄金历史首次突破5000美元/盎司整数大关，白银涨破108美元续刷新高。 截止发稿，现货黄金涨幅扩大至1.87%，刷新历史新高至5081美元/盎司，本月累涨超730美元。现货白银涨超5%，刷新历史高点至每盎司108.962美元，月 内暴涨超50%。现货铂金首次站上2890美元/盎司，今年首月累涨约40%。 受国际金价影响，国 ...

【导读】贵金属板块强势拉升，光伏概念股表现活跃 中国基金报记者 李智 一起来看下最新的市场情况及资讯。 1 月 26 日早盘， A 股三大指数集体高开，随后震荡分化，截至发稿，沪指涨 0.41% ，深 成指涨 0.05% ，创业板指跌 0.36% 。 | 上证指数 | 深证成指 | 北证50 | | | --- | --- | --- | --- | | 4152.99 | 14446.23 | 1589.56 | | | +16.83 +0.41% | +6.57 +0.05% | +0.90 +0.06% | | | 科创50 | 创业板指 | 万得全A | | | 1559.63 | 3337.32 | 6906.17 | | | +5.93 +0.38% | -12.18 -0.36% | +13.06 +0.19% | | | 沪深300 | 中证500 | 中证A500 | | | 4723.67 | 8628.71 | 5967.89 | | | +21.17 +0.45% | +38.54 +0.45% | +32.78 +0.55% | | | 中证1000 | 深证100 | 中证红利 | ...

Core Viewpoint - The non-ferrous metal sector is experiencing a significant rally, driven by multiple factors that are reshaping the pricing logic of non-ferrous metals [1][3]. Group 1: Market Performance - The non-ferrous metal ETF, Huabao (159876), surged by 5.02%, reaching a new high since its listing, with a trading volume of 1.42 billion yuan within the first hour of trading [1]. - The ETF has seen a net subscription of 1.09 million units, accumulating a total of 569 million yuan over the past 10 days [1]. - Key stocks in the sector, such as Steel Titanium Co., Tongling Nonferrous Metals, and Silver Nonferrous Metals, have all reached their daily limit up, with significant increases in trading volumes [4]. Group 2: Driving Factors - The rising U.S. debt and deficit are causing global concerns about sustainability and the credibility of the dollar, leading central banks to diversify their reserves by reducing U.S. Treasury holdings and increasing gold reserves, which supports higher precious metal prices [3]. - The development of the AI industry and the acceleration of global energy transition are driving increased demand for industrial metals like copper and aluminum [3]. - The global supply chain is shifting focus from efficiency to security, prompting countries to increase reserves of critical minerals and energy, thereby boosting demand for bulk commodities [3]. - A long-term contraction in capital expenditure for major non-ferrous metals since 2011 has created a significant output gap, which continues to constrain supply and support prices [3]. Group 3: Industry Outlook - The current high profitability in the non-ferrous metal sector is expected to persist for an extended period, with new demand driving growth and leading to a potential revaluation of the sector [3]. - Domestic non-ferrous metal companies are valued lower compared to their overseas counterparts, despite having similar growth potential and core competitiveness [3]. - Continuous exploration and breakthroughs in core technologies such as exploration, mining, and metallurgy by domestic companies contribute significantly to global mining development [3].

中宠股份：拟1亿–2亿元回购股份 1月26日，中宠股份(002891)发布公告称，公司拟以1亿-2亿元回购股份，用于公司发行的可转债转股。 回购价格不超过78元/股。 大富科技：拟申请注册发行不超3亿元科技创新公司债券 1月26日，大富科技(300134)发布公告称，公司拟向深交所申请面向专业投资者非公开发行不超过3亿元 科技创新公司债券，募集资金将用于满足公司生产经营需要，包括偿还公司债务、补充流动资金、置换 科技创新领域投资支出、项目建设及运营等符合法律法规要求的用途。 国药一致：2025年净利润同比预增64.20%–89.11% 1月26日，国药一致(000028)发布业绩预告，预计2025年归母净利润10.55亿-12.15亿元，同比增长 64.20%-89.11%。 华大智造：2025年预亏2.21亿–2.73亿元 1月26日，华大智造(688114)发布业绩预告，经初步测算，公司预计2025年实现归属于母公司所有者的 净利润为亏损2.21亿元到2.73亿元，与上年同期相比，亏损将减少3.28亿元到3.80亿元。 澳柯玛：2025年预亏1.7亿–2.2亿元 上海沪工：明鑫光储拟减持不超过3%公司股份 ...

作为国内黄金行业的重要参与者，公司业务覆盖金、锑、钨等多类矿产资源的采选与销售，形成了多元 化的产品矩阵。公司明确表示，2025年业绩大幅增长的核心驱动力，是金、锑、钨三大核心产品销售价 格同比上涨。 招金黄金则预计2025年实现归属于上市公司股东的净利润1.22亿元至1.82亿元，而上年同期该指标为亏 损1.27亿元，成功实现同比扭亏为盈。对于业绩变动远东，招金黄金指出，主营业务扭亏，子公司斐济 瓦图科拉金矿技改增产增效，叠加黄金价格上涨，毛利润大幅提高。 【文/羽扇观金工作室】 2025年国际黄金价格一路高歌猛进，持续刷新历史纪录，国内黄金行业景气度同步攀升。 1月25日晚间，湖南黄金（002155）与招金黄金（000506）双双披露2025年度业绩预告，前者净利润实 现50%-90%的高速增长，后者则成功扭亏为盈。 截至26日10点25分，贵金属板块大涨10%，其中湖南黄金、招金黄金、恒邦股份、四川黄金涨停，晓程 科技涨超17%，赤峰黄金、紫金矿业、山东黄金、山东国际、中金黄金均涨超7%。 | 第合屋 | 3237.51 ± 297.07 ± 10.10% | | --- | --- | | 3238. ...