Market Overview - On January 13, the A-share market saw a collective decline in the three major indices, with the Shanghai Composite Index closing at 4163.84 points, down 0.03% [2] - The Shenzhen Component Index fell by 0.31%, and the ChiNext Index decreased by 0.83% [2][3] - A total of 2427 stocks rose while 2862 stocks fell, indicating a mixed market sentiment [3] Sector Performance - The healthcare services, lithium mining, precious metals, and insurance sectors showed strong performance, while sectors such as commercial aerospace, communication equipment, and shipbuilding faced declines [3][4] - Lithium mining stocks experienced a significant surge, with companies like Tibet Summit reaching a 10% limit up, and others like Salt Lake Co. and Ganfeng Lithium rising over 7% [6][7] Lithium Mining Sector - The lithium mining sector saw a notable rally, with the main contract for lithium carbonate futures on the Shanghai Futures Exchange surpassing 170,000 yuan per ton, marking a rise of over 9% [6] - Key stocks in this sector include: - Tibet Summit: 19.49 yuan, up 9.99%, market cap of 17.8 billion yuan - Ganfeng Lithium: 72.83 yuan, up 7.15%, market cap of 144.5 billion yuan - Salt Lake Co.: 34.24 yuan, up 7.13%, market cap of 181.2 billion yuan [7] Insurance Sector - The financial sector was active, with the insurance sector showing strength. China Life Insurance rose over 3%, reaching 50.94 yuan per share, with a market cap of 1.2794 trillion yuan [10] - China Ping An increased by over 2%, priced at 68.92 yuan per share, with a market cap of 1.2034 trillion yuan [12] - Analysts predict that by 2026, new premium income for listed insurance companies will achieve double-digit growth, driven primarily by the bancassurance channel [15] AI Healthcare Sector - AI healthcare stocks were notably active, with several companies hitting the daily limit up. Notable performers included: - Nossg: 76.48 yuan, up 20.01%, market cap of 7.4 billion yuan - Pruis: 72.24 yuan, up 20.00%, market cap of 5.7 billion yuan - Hongbo Medicine: 56.64 yuan, up 20.00%, market cap of 7.9 billion yuan [18] - Nvidia announced a joint investment of $1 billion with Eli Lilly to establish an AI drug laboratory, which is expected to accelerate medical discoveries [17] Precious Metals Sector - The precious metals sector saw a significant rise, with spot gold prices reaching a record high of $4630.28 per ounce [20] - Key stocks in this sector include: - Hunan Silver: 9.21 yuan, up 9.90%, market cap of 26 billion yuan - Xiaocheng Technology: 38.54 yuan, up 8.72%, market cap of 10.6 billion yuan [21]

格隆汇1月13日｜国际金银价格再度走高，带动A股市场黄金概念股走强。截至半日收盘，明牌珠宝涨 停，湖南白银触及涨停，晓程科技涨超8%，山金国际、福达合金涨超6%，国城矿业（维权）、白银有 色（维权）、南矿集团涨超5%，山东黄金、宝鼎科技（维权）、盛达资源、潮宏基、招金黄金、江西 铜业涨超4%。 消息面上，在美联储主席鲍威尔抛出"正在接受刑事调查"的重磅消息后，交易员将其解读为美国总统特 朗普意图削弱美联储政治独立性的信号，风险偏好迅速降温，金银价格走高。现货黄金昨日盘中创出历 史新高价4630美元/盎司，再创历史新高；现货白银一度突破86美元/盎司，亦创历史新高。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 600170 | 上海建工 | | 10.14 | 270亿 | 14.72 | | 002574 | 明牌珠宝 | 1 | 10.08 | 36.91亿 | 24.38 | | 002716 | 湖南日银 | 1 | 9.90 | 260亿 | 33.09 | | 300139 | 晓程科技 ...

Group 1 - The precious metals sector is experiencing significant activity, with several stocks showing notable gains, including Xiaocheng Technology up by 10.44% and Hunan Silver reaching the daily limit [1][2] - The core logic driving the market's interest in precious metals is their dual value proposition, serving as a hedge against geopolitical uncertainties and benefiting from industrial demand in sectors like renewable energy and electronics [2][3] Group 2 - Gold and silver futures prices have reached historical highs, with gold touching $4630.19 per ounce and silver exceeding $86 per ounce, reflecting strong investment momentum and ongoing central bank purchases [3] - Citigroup has raised its short-term outlook for precious metals, increasing the gold price target from $4200 to $5000 per ounce and silver from $62 to $100 per ounce, citing strong investment momentum and favorable conditions [3] - The precious metals mining sector is expected to benefit directly from rising prices, with companies possessing quality mineral reserves likely to see increased revenues and profit margins [5] - The precious metals processing industry is experiencing growth due to rising demand for high-quality products in sectors such as electric vehicles and biomedicine, with advanced processing companies poised to capture more market share [6]

Core Viewpoint - Hunan Silver Co., Ltd. has completed its annual maintenance and upgrade of the lead smelting system, resuming production on January 12, 2026, after a 27-day shutdown for necessary repairs and enhancements [1]. Group 1 - The company initiated its annual maintenance on December 9, 2025, focusing on the lead smelting system and associated environmental and safety devices [1]. - The maintenance period lasted approximately 27 days, during which the company conducted comprehensive inspections and upgrades to ensure safe, continuous, and efficient production [1]. - As of the announcement date, all maintenance plans have been completed, and production operations have fully resumed [1].

★ 宏观动态 ★ 商务部发布关于中欧电动汽车案磋商进展的通报 据中国商务部网站，为落实中欧领导人会晤共识，妥善解决欧盟对华电动汽车案，中欧双方本着相互尊重的态 度，进行了多轮磋商。双方一致认为，有必要向对欧盟出口纯电动汽车的中国出口商，提供关于价格承诺的通 用指导，以便中国出口商可通过更加实用、有针对性且符合世贸组织规则的方式，解决相关关注。为此，欧方 将发布《关于提交价格承诺申请的指导文件》，并在文件中确认，欧方将秉持非歧视原则，根据世贸组织规则 有关规定，对每一项价格承诺申请，适用相同法律标准，并以客观和公正的方式进行评估。这充分体现了中欧 双方的对话精神和磋商成果。中欧双方有能力、有意愿，在世贸组织规则框架下，通过对话磋商妥善化解分 歧，维护中欧及全球汽车产业链供应链稳定。这不仅有利于中欧经贸关系健康发展，也有利于维护以规则为基 础的国际贸易秩序。 摩根大通：AI需求井喷将推动基建与机器人领域并购浪潮 摩根大通指出，人工智能需求的爆发式增长及海量资本涌入AI产业，正推动电力系统、热管理、机器人及工 业软件领域形成并购热点。据该行预测，全球对数据中心、AI基础设施及相关电力供应的投资规模预计将达5 万亿— ...

Group 1 - The precious metals sector increased by 1.62% on January 12, with Hunan Silver leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1] - Hunan Silver's stock price rose to 8.38, reflecting a 6.08% increase, with a trading volume of 3.1778 million shares [1] Group 2 - The net outflow of main funds in the precious metals sector was 229 million yuan, while retail investors saw a net inflow of 185 million yuan [1] - Major stocks like Shandong Gold and Hunan Silver experienced varying levels of net fund inflows and outflows, with Shandong Gold seeing a net inflow of 108 million yuan [2] - Retail investors contributed significantly to the net inflow in several stocks, including Hunan Silver and Sichuan Gold, despite overall sector outflows [2]

格隆汇1月12日丨湖南白银(002716.SZ)公布，2025年12月9日起，湖南白银股份有限公司对铅冶炼系统 及配套环保、安全装置等进行年度检修及必要的升级改造，预计停产改造时间约为27天，详见公司于 2025年12月9日披露的《关于公司年度计划检修的公告》（公告编号：2025-090）。检修期间，公司对 生产系统进行了全面检修、升级改造，为后续安全、连续、高效生产奠定了坚实基础。截至本公告披露 日，公司已完成全部检修计划，并于2026年1月12日全面恢复生产运行状态。 ...

湖南白银（002716）(002716.SZ)发布公告，2025年12月9日起，公司对铅冶炼系统及配套环保、安全装 置等进行年度检修及必要的升级改造，预计停产改造时间约为27天。截至本公告披露日，公司已完成全 部检修计划，并于2026年1月12日全面恢复生产运行状态。 ...

智通财经APP讯，湖南白银(002716.SZ)发布公告，2025年12月9日起，公司对铅冶炼系统及配套环保、 安全装置等进行年度检修及必要的升级改造，预计停产改造时间约为27天。截至本公告披露日，公司已 完成全部检修计划，并于2026年1月12日全面恢复生产运行状态。 ...

证券代码：002716 证券简称：湖南白银 公告编号：2026-001 湖南白银股份有限公司 关于完成年度检修暨复工复产的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导 性陈述或重大遗漏。 2025 年 12 月 9 日起，湖南白银股份有限公司（以下简 称"公司"）对铅冶炼系统及配套环保、安全装置等进行年 度检修及必要的升级改造，预计停产改造时间约为 27 天， 详见公司于 2025 年 12 月 9 日披露的《关于公司年度计划检 修的公告》（公告编号：2025-090）。 检修期间，公司对生产系统进行了全面检修、升级改造， 为后续安全、连续、高效生产奠定了坚实基础。截至本公告 披露日，公司已完成全部检修计划，并于 2026 年 1 月 12 日 全面恢复生产运行状态。 公司指定的信息披露媒体为《中国证券报》《上海证券 报 》 《 证 券 时 报 》 《 证 券 日 报 》 和 巨 潮 资 讯 网 (www.cninfo.com.cn)，公司所有信息均以在上述媒体披露的 信息为准，敬请广大投资者注意投资风险。 特此公告。 湖南白银股份有限公司董事会 2026 年 1 月 13 ...