记者丨金珊 李益文 2月3日，国投白银LOF今日复牌再度跌停，报4.25元，最新溢价率为88.94%。国投白银LOF2日发布公 告称，决定参考白银期货国际主要市场的价格变动幅度，对基金资产进行合理重估；国投瑞银白银 LOF2日晚间更新净值后显示，单日净值跌幅达31.5%，创公募基金单日下跌历史纪录。 国泰海通证券认为，本轮贵金属价格的大幅下跌是对年初以来非理性上涨的技术性调整，而非黄金长期 牛市的终结。短期来看，前期过热投机情绪的降温，以及资金杠杆水平的下降有助于黄金重回更健康与 稳健的上涨趋势。长期来看，在各国信任程度下降的情况下，全球仍在经历持续的货币体系重构，央行 购金仍有较大空间，黄金长期的行情仍然会延续。 （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） 责任编辑：王珂 编辑丨江佩霞 2月3日，黄金、白银反弹，现货黄金一度重回4800美元，现货白银日内触及85美元，截至10：22，黄 金、白银涨幅均有所收窄。 | 伦敦金现 | 伦敦银现 | COMEX黄金 | | --- | --- | --- | | 4785.350 | 83.497 | 4831.9 | | +126.0 ...

Group 1 - The core viewpoint of the news is that despite a rebound in gold and silver prices, the A-share market's gold concept stocks mostly experienced declines, with several stocks hitting the daily limit down for three consecutive days [1] - The spot gold price fell to $4,402.38 per ounce before rebounding to $4,855.81 per ounce during the trading session [1] Group 2 - The following gold-related stocks experienced significant declines: - Yuguang Gold Lead: -10.01% with a market cap of 21.9 billion [2] - Sichuan Gold: -10.01% with a market cap of 22.5 billion [2] - Zhaojin Gold: -10.00% with a market cap of 19.3 billion [2] - Silver Nonferrous: -10.00% with a market cap of 82 billion [2] - Shengda Resources: -10.00% with a market cap of 34.1 billion [2] - China Gold: -9.99% with a market cap of 20 billion [2] - Hunan Silver: -9.98% with a market cap of 43.6 billion [2] - Other notable declines include: - Zhongjin Gold: -8.16% with a market cap of 147.8 billion [2] - Cuixue Jewelry: -7.53% with a market cap of 2.738 billion [2] - Hengbang Shares: -7.42% with a market cap of 24.6 billion [2] - Shandong Gold: -7.33% with a market cap of 209.8 billion [2]

2月2日，湖南白银公告回购公司股份的进展情况：本次拟用于回购的资金总额为不低于9260.06万元 （含），不超过1.23亿元（含），回购价格不超过8元／股，回购股份期限为自公司董事会审议通过本 次回购股份方案之日起不超过12个月。截至2026年1月30日，公司累计回购1976万股，占公司总股本的 0.70%，回购价格区间为4.47元／股至6.74元／股，累计使用资金1.06亿元（不含交易费用）。 ...

格隆汇2月2日丨湖南白银(002716.SZ)公布，截至2026年1月30日，公司以集中竞价交易方式实施了回购 股份，回购股份数量1976万股，约占公司总股本(28.23亿股)的0.70%，最高成交价为6.74元/股，最低成 交价4.47元/股，合计成交总金额1.06亿元(不含交易费用)。 ...

湖南白银公告称，公司于2025年多次会议审议通过回购股份议案，拟用9260.06 - 12324.06万元自有资金 及专项贷款，以不超8元/股的价格，回购股份用于限制性股票激励计划，期限不超12个月。截至2026年 1月30日，已回购1976万股，占总股本0.70%，最高成交价6.74元/股，最低4.47元/股，成交总金额 10599.17万元（不含交易费用）。后续将继续实施回购并依规披露。 ...

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。 湖南白银股份有限公司（以下简称"公司"）于 2025 年 6 月 23 日、7 月 18 日、9 月 4 日、10 月 16 日及 11 月 5 日，分别召开了第六届董事会第十二次会议、2025 年第一次 临时股东大会、第六届董事会第十五次会议、第六届董事会 第十七次会议及 2025 年第二次临时股东大会，审议通过了 《关于以集中竞价交易方式回购公司股份的议案》《关于调 整公司回购股份价格上限的议案》《关于调整回购公司股份 方案的议案》；同意公司使用自有资金及回购专项贷款以集 中竞价方式回购公司部分已发行的人民币普通股（A 股）股 票用于限制性股票激励计划。本次拟用于回购的资金总额为 不低于人民币 9,260.06 万元（含），不超过人民币 12,324.06 万元（含），回购价格不超过人民币 8 元/股，回购股份期 限为自公司董事会审议通过本次回购股份方案之日起不超 过 12 个月。具体内容详见公司 2025 年 6 月 24 日、2025 年 7 月 18 日、2025 年 9 月 5 日及 2025 年 1 ...

每经编辑｜毕陆名 2月2日，现货黄金巨震，日内一度跌超6%。截至发稿，跌幅收窄，现报4732.43美元/盎司。 据查询，周生生足金饰品报1484元/克，较前一日1618元/克跌134元。 | く 厨 | | 贵金属 | | മ | 17 Q | | --- | --- | --- | --- | --- | --- | | | | 3311.54 -10.35% | | | | | 成份股 | 资金 | 关联基金 | 股呢 必读 | | 资讯 | | 全部市场(11) × | | 自选 | 龙头 (7) 最新 (11) × | | 几天几 | | ◎ 品 日 | | 最新 | 涨幅↓ | | 涨跌 | | 湖南黄金 | | 34.31 | -7.27% | | -2.69 | | 002155 融 | | | | --- | --- | --- | | 6天5板 人气龙头二 股吧人气 成交活跃 | | | | 湖南白银 | 17.14 -9.98% | -1.90 | | 002716 融 | | | | 股吧人气 | | | | 山金国际 | 31.36 -9.99% | -3.48 | | 000975 ...

Market Overview - The A-share market opened with mixed results on February 2, with the Shanghai Composite Index down 0.93%, Shenzhen Component Index down 0.54%, and the ChiNext Index up 0.65 [1] - The market showed slight fluctuations in the morning, with the declines in the Shanghai and Shenzhen indices narrowing while the ChiNext Index continued to rise [1] Nonferrous Metals Sector - The nonferrous metals sector experienced a significant drop, with the index falling nearly 7% and over 30 stocks hitting the daily limit down during the opening [2][3] - Major stocks such as Xiaocheng Technology (300139) and Jiangxi Copper (600362) also faced limit down situations [3] Precious Metals Futures - Domestic precious metals and nonferrous metal futures saw a sharp decline, with silver futures down 17% and gold futures down over 14% [5][6] - Spot gold and silver initially rebounded but then continued to decline, with gold dropping over 6% and silver nearly 8% [7] Oil and Petrochemical Sector - The oil and petrochemical sector also faced declines, with major stocks like Zhongman Petroleum (603619) and PetroChina (600759) hitting limit down [8][9] - The drop in international oil prices was influenced by geopolitical tensions in Iran, with recent statements from U.S. President Trump indicating a desire for negotiations [8] Telecommunications Sector - The three major telecom operators, China Mobile (600941), China Telecom (601728), and China Unicom, all saw declines of over 4% [10] - A recent announcement from the Ministry of Finance and the State Taxation Administration indicated an increase in VAT rates for telecom services starting January 1, 2026, which may impact revenue and profits [11] Liquor Sector - The liquor sector saw a rebound, with stocks like Shui Jing Fang (600779) and Huangtai Liquor (000995) hitting the daily limit up [12][13] - The liquor industry has been in a correction phase for about five years, with current valuations and institutional positions at historical lows, suggesting potential for recovery [14]

Core Viewpoint - The A-share market experienced a significant surge in the non-ferrous metals sector in January, with a monthly increase of 22.59%, marking the highest growth in nearly a decade. However, this trend reversed dramatically on January 30, leading to widespread declines in the sector and a historic drop in gold and silver prices, reflecting a market reassessment of extreme valuations and profit realizations [1][2][3][4]. Summary by Sections Non-Ferrous Metals Performance - The non-ferrous metals sector saw an average increase of 39.9% in January, significantly outperforming the overall A-share average of 8.18%. Notably, 16 stocks in this sector had monthly gains exceeding 50%, with Hunan Silver achieving over 200% growth [2][3]. - The sector's performance was driven by soaring international precious metal prices, with gold prices rising from $4,300 to $5,600 per ounce, a gain of over 30% in less than a month, and silver prices increasing by approximately 72% [3][4]. Market Dynamics and Adjustments - Following the extreme price increases, a sharp correction occurred on January 30, with gold and silver experiencing their largest single-day declines in 40 years, leading to a significant sell-off in the A-share non-ferrous sector [3][4]. - The market's focus shifted towards sectors with visible earnings potential and improved supply-demand structures as funds flowed out of the non-ferrous metals sector [5][6]. Future Investment Focus - As the sentiment in the non-ferrous sector cooled, attention turned to industries with clear earnings visibility and favorable supply-demand dynamics, such as AI applications and traditional sectors like chemicals and construction materials, which are expected to benefit from price recovery [5][7][8]. - The AI industry is highlighted as a key area for future investment, with expectations of significant developments in AI applications and semiconductor sectors, driven by major tech companies [6][7].

Core Viewpoint - The A-share market showed strong performance in January 2026, with significant gains across major indices and individual stocks, indicating a bullish sentiment among investors [1][3]. Market Performance - The Shanghai Composite Index rose by 3.76%, the Shenzhen Component Index by 5.03%, and the ChiNext Index by 4.47% in January 2026 [1]. - Over 70% of nearly 4,000 stocks in the A-share market recorded positive monthly gains, with 119 stocks increasing by over 50% and 17 stocks by over 100% [1]. Top Performing Stocks - The top ten performing stocks in January included: - Zhite New Materials (涨幅234%) - Fenglong Co. (涨幅214%) - Hunan Silver (涨幅175%) - Sichuan Gold (涨幅137%) - Baiyin Nonferrous Metals (涨幅133%) - Tongyuan Petroleum (涨幅133%) - Liancheng CNC (涨幅130%) - Xiaocheng Technology (涨幅122%) - Kecuan Technology (涨幅118%) [1][2][4]. Sector Performance - The non-ferrous metals sector had the highest average increase in January, exceeding 23%, with silver stocks showing a remarkable rise of over 175% and gold stocks by over 73% [7][8]. - Four of the top ten stocks were from the non-ferrous metals industry, highlighting the sector's strong performance during the month [7]. Notable Stock Movements - Zhite New Materials experienced a significant price surge, with a total market capitalization of 154 billion yuan and a price increase of 211.27% from January 5 to January 21, 2026 [6][4]. - Fenglong Co. also saw a substantial increase, with a market cap of 217 billion yuan and a price rise of 405.74% over a 17-day period [7]. Future Outlook - Analysts suggest that the market may experience a brief correction before a potential rebound post-Spring Festival, with sectors such as AI, gaming, and film expected to attract investor interest [12][13].