行业规模 | | | 占比% | | --- | --- | --- | | 股票家数（只） | 235 | 4.5 | | 总市值（十亿元） | 7908.7 | 7.1 | | 流通市值（十亿元） | 6895.0 | 6.8 | 证券研究报告 | 行业定期报告 2026 年 02 月 08 日 钽铟钨铼加速上涨 等降波加仓 金属行业周报 周期/金属及材料 美国启动关键矿产战略储备的计划，召开关键矿产部长级会议，和非洲主要矿 业国关键矿产合作，和大型矿企、矿贸加强合作，美资源保护的意图愈发明显。 有色资源大叙事没有变化，维持长期看好有色资源股配置，逢调整加仓。近日 龙头股已经累计下跌 20%左右，向下空间不大，难得加仓位置。等待降波夯实 底部。此外，关注补涨标的和加速上涨的小金属，重点关注钽铟钨铼等。中长 期重点关注金银铜铝稀土钨铀钽锂钴镁镍等品种。此外，关注科技成长相关新 材料标的。 SMM 统计 2 月 5 日国内主流消费地电解铝锭库存 83.6 万吨，环比提高 5.4 万吨，下游逐步进入传统淡季。本周一沪铝受贵金属影响以跌停收盘，随后 在 2.3-2.4 万元/吨区间内震荡。春节前后需关注铝锭累库幅 ...

证券日报网讯 2月8日，湖南白银发布公告称，近日收到公司董事荣起先生提交的书面辞职报告。荣起 先生因工作调整原因，申请辞去公司第六届董事会董事及董事会战略委员会委员的职务。辞职后荣起先 生将不再担任公司任何职务。 （编辑 王雪儿） ...

湖南白银（002716）(002716.SZ)公告，公司董事荣起先生因工作调整原因，申请辞去公司第六届董事 会董事及董事会战略委员会委员的职务。辞职后荣起先生将不再担任公司任何职务。 ...

智通财经APP讯，湖南白银(002716.SZ)公告，公司董事荣起先生因工作调整原因，申请辞去公司第六届 董事会董事及董事会战略委员会委员的职务。辞职后荣起先生将不再担任公司任何职务。 ...

湖南白银公告称，近日收到公司董事荣起先生提交的书面辞职报告。荣起先生因工作调整原因，申请辞 去公司第六届董事会董事及董事会战略委员会委员职务，辞职后将不再担任公司任何职务。其上述职务 原定任期届满之日为2027年3月18日，辞职申请自辞职报告送达董事会之日起生效。公司董事会将尽快 完成非独立董事补选工作，对荣起先生任职期间为公司发展作出的贡献表示衷心感谢。声明：市场有风 险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 ...

（记者 张明双） 每经AI快讯，湖南白银2月8日晚间发布公告称，荣起先生因工作调整原因，申请辞去公司第六届董事 会董事及董事会战略委员会委员的职务。辞职后荣起先生将不再担任公司任何职务。 每经头条（nbdtoutiao）——爱泼斯坦案再爆新料：多名政商大佬被点名；OpenClaw横空出世！专家警 告你的世界正被"接管"；SpaceX吞并xAI，特斯拉股东怒斥 ...

湖南白银股份有限公司（以下简称"公司"）近日收到 公司董事荣起先生提交的书面辞职报告。荣起先生因工作调 整原因，申请辞去公司第六届董事会董事及董事会战略委员 会委员的职务。辞职后荣起先生将不再担任公司任何职务。 荣起先生上述职务的原定任期届满之日为 2027 年 3 月 18 日，根据有关法律法规及《公司章程》的规定，荣起先生 的辞职未导致公司现有董事会成员人数低于法定最低人数， 不会影响公司经营管理层规范运作和正常经营，荣起先生的 辞职申请自辞职报告送达董事会之日起生效。公司董事会将 按照相关规定尽快完成非独立董事的补选工作。 截至本公告披露日，荣起先生未持有公司股份，不存在 应当履行而未履行的承诺事项。 公司董事会对荣起先生在公司任职期间为公司发展所 作出的贡献表示衷心的感谢！ 证券代码：002716 证券简称：湖南白银 公告编号：2026-019 湖南白银股份有限公司 关于董事辞职的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 一、董事离任情况 2026 年 2 月 9 日 二、备查文件 1. 荣起先生的辞职报告； 湖南白银股份有限公司董事会 ...

Market Overview - The three major indices in A-shares experienced slight declines, with the Shanghai Composite Index down 0.25% to 4065 points, the Shenzhen Component down 0.33%, and the ChiNext down 0.73% [2] - The total market turnover was 2.16 trillion yuan, a decrease of 308 billion yuan from the previous trading day, with over 2700 stocks rising [2] Sector Performance - The oil and gas, chemical, and mining sectors showed strong performance, with multiple stocks such as Tongyuan Petroleum and Junyou Co. hitting the daily limit [4] - The chemical sector saw an overall increase of 1.45%, with core sub-industries like basic chemicals and diversified chemicals leading the gains [16] - The basic chemical sector had a net inflow of over 156.73 billion yuan, while the power equipment sector saw a net inflow exceeding 203.54 billion yuan [6] Fund Flow Analysis - Main funds shifted away from defense, media, and food and beverage sectors, moving towards power equipment and basic chemicals [5] - The chemical industry ETF saw significant inflows, with a total of 14.49 billion yuan in net inflows over the past 15 days, indicating strong market confidence in the sector [20] Stock Highlights - Hunan Gold and Data Port were among the top gainers, with net inflows of nearly 29 billion yuan and over 20 billion yuan, respectively [10] - Stocks like Hunan Rihua and Zhejiang Wenlian saw significant outflows, with declines of 7.63% and 9.79% [10] Market Sentiment - The market is currently in a "trial period," with a high number of first-day limit-up stocks but lacking a unified logic, indicating rapid rotation of funds [14] - The strong performance of the chemical sector is attributed to a combination of rising product prices, supply-side contraction, and demand from emerging sectors, suggesting a fundamental recovery rather than mere speculation [17]

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index up by 0.11%, the Shenzhen Component Index up by 0.65%, and the ChiNext Index also up by 0.65% as of midday [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.38 trillion yuan, a decrease of 63.3 billion yuan compared to the previous trading day, with over 3,800 stocks rising [2] Sector Performance - Active sectors included lithium batteries, energy metals, humanoid robots, and fintech, while traditional sectors like liquor, retail, and AI application stocks weakened [1] - The Chinese medicine and chemical sectors showed notable gains, with the Chinese medicine sector rising by 2.52% [2][7] - The small metals sector rebounded, with stocks like Xianglu Tungsten and Zhangyuan Tungsten hitting the daily limit [7] Notable Stocks - Mingdiao Co. experienced significant trading activity, achieving a "limit-up" with nearly 700 million yuan in transactions and marking its fifth consecutive trading day of gains [3] - Jiangfeng Electronics saw a slight increase of 0.09% after announcing plans to acquire control of Kaide Quartz [9] Economic Indicators - The industrial development plan for traditional Chinese medicine aims for a collaborative development system by 2030, which may positively impact the sector [7]

Group 1: Market Overview - Precious metals sector experiences significant adjustments, with Hunan Silver hitting the daily limit down and Xiaocheng Technology dropping over 10% [3][8] - Major declines observed in several gold and silver companies, including Sichuan Gold, Hunan Gold, and Zhaojin Mining [3][4] Group 2: Price Fluctuations - International gold and silver prices continue to fluctuate, with April gold futures trading between $4,800 and $5,000 per ounce, and March silver futures between $70 and $90 per ounce [4][6] - Following substantial sell-offs, precious metal prices remain volatile near key psychological levels, with analysts warning of ongoing selling pressure [5][10] Group 3: Analyst Insights - Analysts from various financial institutions express concerns about the short-term outlook for gold and silver prices, indicating that the market may not have reached a bottom yet [5][10] - The recent sell-off in precious metals is viewed as a market adjustment rather than a trend reversal, suggesting a more stable and non-linear price increase in the future [5][10]