1月13日，受隔夜金价走强催化，黄金有色相关产品表现强势，截至9:45，黄金ETF华夏(518850)涨 0.15%，黄金股ETF（159562）涨3.22%，其持仓股明牌珠宝涨停，山金国际、湖南白银、晓程科技均涨 超7%，万国黄金集团、潮宏基、白银有色等股纷纷走强，有色金属ETF基金(516650)涨2.34%。 消息面上，上周前期美国公布的经济数据强弱均现，没有显著提振货币政策预期，周五晚间非农就业数 据降低1月份降息概率。美联储现任主席遭到调查，加剧美联储独立性担忧，推动贵金属价格偏多运 行。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不 对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担 全部责任。邮箱：news_center@staff.hexun.com 锦泰期货分析指出，美国2025年12月非农就业数据显著弱于预期，新增非农就业人数不及市场预测，叠 加前期数据下修，强化了市场对美联储2026年开启降息周期的定价。加上当前中东局势紧张、北极地区 军事部署导致地缘政治风险升级，市场避险情绪急剧升温。中长期看，美联储 ...

（文章来源：每日经济新闻） 每经AI快讯，贵金属板块早盘走强，明牌珠宝涨停，湖南白银、晓程科技、山金国际、盛达资源、白 银有色等跟涨。 ...

证券之星消息，1月12日饰品板块较上一交易日上涨1.19%，明牌珠宝领涨。当日上证指数报收于 4165.29，上涨1.09%。深证成指报收于14366.91，上涨1.75%。饰品板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600735 | ST新华锦 | 5.77 | -4.94% | 27.94万 | 1.68亿 | | 002345 | 潮宏基 | 12.48 | -1.03% | 20.15万 | 2.53亿 | | 665569 | 菜自股份 | 17.25 | -0.29% | 5.00万 | 8641.85万 | | 000026 | 飞亚达 | 17.41 | 0.06% | 16.90万 | 2.94亿 | | 600916 | 中国复学 | 8.24 | 0.49% | 25.83万 | 2.13亿 | | 002731 | 幸华 ...

Core Insights - The Shanghai Gold Exchange has issued a notice emphasizing the need for market risk control due to significant fluctuations in precious metal prices and rising uncertainties [1] - Gold and silver prices have reached historic highs, with London gold surpassing $4600 per ounce and London silver touching $84.606 per ounce [1] - The A-share precious metals sector has shown strong performance, with several companies experiencing notable stock price increases [1] Market Risk Control - The exchange urges member units to closely monitor market changes and enhance risk emergency plans to maintain market stability [1] - Investors are advised to implement risk prevention measures and manage their positions rationally [1] Precious Metals Performance - As of the report, Mingpai Jewelry's stock rose over 10%, Shengda Resources increased by more than 8%, and several other companies, including China Silver Group and Hunan Silver, saw gains exceeding 5% [1] - Other notable companies such as Chow Tai Fook, China Gold International, and Chow Sang Sang also experienced stock price increases [1]

Core Viewpoint - The retail sector in the A-share market experienced a strong rally, with multiple retail stocks hitting the daily limit up, driven by supportive government policies aimed at boosting consumption [1][3]. Group 1: Market Performance - Several retail stocks, including Juran Smart Home, Mingpai Jewelry, and Maoye Commercial, saw significant price increases, with Maoye Commercial closing at 7.69 yuan after hitting the limit up for two consecutive days [1][2]. - Other notable performers included Dazhong Shares, Chongqing Department Store, and Antarctic E-commerce, contributing to a collective upward movement in the retail sector [1]. Group 2: Policy Support - The National Business Work Conference held on January 10-11 emphasized the implementation of special actions to boost consumption by 2026, which is expected to inject strong momentum into the retail industry [3]. - The conference outlined plans to cultivate new growth points in service consumption and optimize policies for upgrading consumer goods, directly benefiting traditional department stores and chain supermarkets [3]. Group 3: Consumer Behavior Trends - According to a report by NielsenIQ, the Chinese retail market is entering a critical restructuring phase, where the focus will shift from foot traffic and price subsidies to meeting consumers' relevant product and emotional needs [3][4]. - Consumer behavior is evolving from "buying products" to "buying lifestyles," with an increasing emphasis on experience and quality, as 68% of respondents value atmosphere in stores and 54% are willing to pay a premium for quality [4]. Group 4: Future Outlook - The retail industry is expected to accelerate its transformation towards a more intelligent, personalized, and experiential model, driven by policy support, consumption upgrades, and technological innovation [4][5]. - Experts suggest that as the special actions to boost consumption are implemented, the retail sector may enter a new phase of development, highlighting the importance of companies that align with industry trends and actively pursue transformation [5].

Group 1 - On January 12, the London spot gold price surged, breaking through $4600 per ounce for the first time, reaching a high of $4566.88 per ounce before slightly retreating, marking a 1.28% increase [1] - The A-share gold concept sector opened strongly on the same day, with companies like Mingpai Jewelry, Xiaocheng Technology, and Xingye Silver rising over 12%, while Shengda Resources and Hunan Silver increased by over 11% and 7% respectively [1] - Domestic gold jewelry brands also saw price increases, with Chow Tai Fook's gold price rising to 1426 yuan per gram, an increase of 20 yuan; Lao Miao's price reached 1429 yuan per gram, up by 22 yuan; and Zhou Shengsheng's price also at 1429 yuan per gram, increasing by 19 yuan [4] Group 2 - The World Gold Council's 2026 outlook suggests that gold prices could rise by 15% to 30% from current levels due to factors such as declining U.S. Treasury yields, heightened geopolitical tensions, and increased risk aversion [4] - American Bank predicts that gold prices may reach $5000 per ounce by 2026, citing sustained driving forces behind the recent price surge [8] - China International Capital Corporation (CICC) advises to focus on asset trend changes rather than specific gold price predictions, noting that current gold prices are significantly above short-term valuation models, indicating potential bubble risks [8]

Market Overview - The jewelry sector increased by 0.36% on January 8, with ST Xinhua Jin leading the gains [1] - The Shanghai Composite Index closed at 4082.98, down 0.07%, while the Shenzhen Component Index closed at 13959.48, down 0.51% [1] Individual Stock Performance - ST Xinhua Jin (600735) closed at 5.78, up 5.09% with a trading volume of 7365 lots and a transaction value of 4.257 million yuan [1] - Feiya (000026) closed at 17.18, up 2.57% with a trading volume of 193,200 lots and a transaction value of 331 million yuan [1] - Mingpai Jewelry (002574) closed at 5.70, up 1.42% with a trading volume of 102,800 lots and a transaction value of 58.218 million yuan [1] - Other notable performers include Laizitongling (603900) up 1.17%, Mankalon (300945) up 1.04%, and Laofengxiang (600612) up 1.01% [1] Capital Flow Analysis - The jewelry sector saw a net inflow of 45.9794 million yuan from main funds, while retail funds experienced a net outflow of 9.506 million yuan [2] - Main funds showed significant net inflows in stocks like Chaohongji (002345) with 21.8855 million yuan and China Gold (600916) with 16.5952 million yuan [3] - Conversely, stocks like Caizai Co. (605599) and Mingpai Jewelry (002574) experienced net outflows from main and retail funds [3]

（文章来源：证券日报） 证券日报网讯 1月7日，明牌珠宝在互动平台回答投资者提问时表示，公司持续加大明牌传家金品牌推 广及渠道建设，以夯实品牌矩阵，推动业绩提升。 ...

证券日报网讯 1月7日，明牌珠宝在互动平台回答投资者提问时表示，公司目前整体经营平稳，将持续 做好经营风险控制。 （文章来源：证券日报） ...

Market Overview - The jewelry sector increased by 0.95% on January 5, with ST Xinhua Jin leading the gains [1] - The Shanghai Composite Index closed at 4023.42, up by 1.38%, while the Shenzhen Component Index closed at 13828.63, up by 2.24% [1] Individual Stock Performance - ST Xinhua Jin (600735) closed at 4.99, with a rise of 5.05% and a trading volume of 88,200 shares, totaling a transaction value of 43.46 million yuan [1] - Cai Zi Co. (605599) closed at 17.02, up by 3.97%, with a trading volume of 82,400 shares and a transaction value of 137 million yuan [1] - Di A Co. (301177) closed at 29.65, increasing by 2.70%, with a trading volume of 17,400 shares and a transaction value of 51.12 million yuan [1] - Other notable stocks include Man Ka Long (300945) at 16.44 (+1.73%), Lai Xi Tong Ling (603900) at 8.57 (+1.30%), and Xin Hua Jewelry (002731) at 12.67 (+0.88%) [1] Capital Flow Analysis - The jewelry sector saw a net inflow of 14.05 million yuan from institutional investors, while retail investors experienced a net outflow of 22.39 million yuan [2] - Major stocks with significant net inflows include Zhou Dazheng (002867) with 22.52 million yuan from institutional investors, and ST Xinhua Jin (600735) with 9.66 million yuan [3] - Conversely, retail investors showed a net outflow from Zhou Dazheng of 19.59 million yuan and from ST Xinhua Jin of 5.32 million yuan [3]