Market Overview - In January 2026, the A-share market opened strong with the Shanghai Composite Index rising by 3.76%, the Shenzhen Component Index increasing by 5.03%, the ChiNext Index up by 4.47%, and the STAR Market 50 Index soaring by 12.29% [1] - Various sectors such as gold, silver, non-ferrous metals, AI applications, and domestic chips showed strong performance, indicating high market sentiment [1] Top Performing Stocks - The top ten performing stocks in January include: 1. C Hengyun Chang (688785) - 352.75% increase, focusing on semiconductor equipment [2] 2. Zhi Te New Materials (300986) - 234.08% increase, involved in new urbanization and quantum technology [2] 3. Fenglong Co. (002931) - 213.97% increase, related to equipment updates and robotics [2] 4. Hunan Silver (002716) - 175.15% increase, linked to gold concepts and precious metals [2] 5. Pushe Co. (688766) - 140.55% increase, focusing on IoT and automotive chips [2] 6. Sichuan Gold (001337) - 137.54% increase, associated with gold concepts and precious metals [2] 7. Silver Nonferrous (601212) - 133.68% increase, involved in gold concepts and lithium batteries [2] 8. Tongyuan Petroleum (300164) - 133.33% increase, related to shale gas and the extraction industry [2] 9. Xiaocheng Technology (300139) - 122.33% increase, focused on gold concepts and precious metals [2] 10. Kecuan Technology (603052) - 118.92% increase, involved in lithium batteries and mixed reality [2] Sector Insights - C Hengyun Chang's significant rise is attributed to its position as a leading supplier of core components for semiconductor equipment, marking a new investment opportunity in the market [2] - Zhi Te New Materials has transitioned from traditional construction aluminum mold services to new materials, leveraging AI and robotics for development [2] - Fenglong Co.'s stock surge is linked to a strategic acquisition that connects it with a leading humanoid robotics company, altering its ownership structure [3] - Hunan Silver benefits from favorable macroeconomic conditions, including geopolitical risk and interest rate cuts, enhancing its market position as a leading silver processing company [3] - Sichuan Gold's stock performance is closely tied to historical highs in global gold prices, driven by geopolitical tensions and trade friction, benefiting from increased sales and prices of gold concentrates [3] - Silver Nonferrous plans to invest 1.5 billion yuan to establish a gold company, indicating a strategic move to extend its operations into the entire gold industry chain [3] - Xiaocheng Technology's stock fluctuations are primarily due to its dominant gold business, which constitutes over 86% of its revenue, making it a direct beneficiary of rising gold prices [4] - Pushe Co. is strategically positioned in the storage industry, which is experiencing a "super cycle" driven by rapid AI infrastructure development [4] - Tongyuan Petroleum is benefiting from a cyclical recovery in the oil and gas service sector, supported by geopolitical tensions and rising international energy demand [4] - Kecuan Technology is expanding into the silicon photonics sector, aligning with current market trends in computing hardware [4]

Core Viewpoint - In January, the A-share market experienced significant growth, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index rising by 3.76%, 5.03%, and 4.47% respectively. The total market capitalization of A-shares reached 125.21 trillion yuan, increasing by 6.3 trillion yuan in the month [1][3]. Industry Performance - The best-performing industry in January was the non-ferrous metals sector, which surged by 22.59%. Other notable sectors included media (up 17.94%) and oil and petrochemicals (up 16.31%). Several industries, such as construction materials, basic chemicals, and electronics, also saw increases of over 10% [3][5]. - Conversely, the banking sector experienced the largest decline, falling by 6.65%, followed by household appliances, non-bank financials, transportation, and agriculture, which all recorded slight decreases [3][5]. Stock Performance - A total of 3,993 stocks in the A-share market rose in January, with over 70% of stocks increasing in value. Notably, 716 stocks saw gains exceeding 20%, and 119 stocks rose by more than 50% [6]. - The top-performing stocks included Zhite New Materials, which increased by 234.08%, and Fenglong Co., which rose by 213.97%. Other significant gainers were Hunan Silver, Purun Co., and Sichuan Gold, all benefiting from the rising prices of precious metals [9][10]. Market Outlook - Looking ahead to February, the market is expected to focus on sectors showing signs of recovery and the potential for a spring rally. Key areas of interest include electronics (semiconductors), media (advertising, gaming, film), machinery (automation, engineering), and power equipment (batteries, grid equipment, photovoltaic devices) [12]. - Analysts suggest that the current spring market is promising, with expectations of favorable news from both policy and fundamentals. However, a brief period of market consolidation may occur before the trading activity picks up again after the Spring Festival [12].

Market Overview - The A-share market has shown a strong upward trend in 2023, with major indices rising across the board, including a 3.76% increase in the Shanghai Composite Index and a 5.03% increase in the Shenzhen Component Index [1] - Key sectors attracting significant capital inflows include AI applications, commercial aerospace, robotics, and precious metals, which have driven market sentiment and index performance [1] Notable Stock Performances - A total of 17 companies in the A-share market saw their stock prices double in January 2023, with Zhite New Materials leading with a 234.08% increase [3][4] - Other notable performers include Fenglong Co. with a 213.97% increase and Hunan Silver with a 175.14% increase [3][4] Sector Analysis - The electronic and non-ferrous metal sectors were the most prominent among the 17 companies that doubled their stock prices, each contributing four companies to the list [9] - The media and power equipment sectors followed, each with two companies represented [9] Company-Specific Insights - Zhite New Materials focuses on the research, production, and sales of aluminum molds and prefabricated components, and has recently engaged in AI and quantum technology initiatives, although it has not yet generated revenue from these areas [5] - Fenglong Co. specializes in garden machinery and automotive parts, and its stock surged following a strategic acquisition by UBTECH Robotics, which aims to enhance its competitive edge in the humanoid robotics sector [6] - Hunan Silver's stock performance is closely tied to the overall precious metals market, which has seen increased interest due to geopolitical tensions and a weakening US dollar [7] Future Outlook - Industry experts suggest that technology stocks will remain a key investment theme through 2026, with potential for rotation into other sectors such as military and non-ferrous metals [1] - The AI wave is expected to significantly boost demand across various sectors, including servers, AI chips, and storage solutions, indicating a robust growth trajectory for companies involved in these areas [10][11]

Group 1 - The precious metals sector experienced a significant decline of 8.88% on January 30, with Xiaocheng Technology leading the drop [1] - The Shanghai Composite Index closed at 4117.95, down 0.96%, while the Shenzhen Component Index closed at 14205.89, down 0.66% [1] - Key stocks in the precious metals sector showed varied performance, with Hunan Shoujin rising by 9.99% to a closing price of 37.00, while several others, including Sichuan Gold and Shandong Gold, fell by 10% [1] Group 2 - The net outflow of main funds from the precious metals sector was 417 million yuan, while retail investors saw a net inflow of 1.083 billion yuan [3][4] - Specific stocks like Hunan Shoujin had a main fund net inflow of 388 million yuan, while Xiaocheng Technology faced a net outflow of 221 million yuan [4] - The trading volume for Hunan Shoujin reached 3.6441 million hands, indicating significant activity despite the overall sector decline [1][4] Group 3 - The Gold ETF (product code: 518850) tracked the Shanghai Gold Exchange spot contract and saw a 15.08% increase over the past five days, with a net subscription of 240 million yuan [6] - The Gold Stock ETF (product code: 159562) tracked the CSI Hong Kong and Shanghai Gold Industry Index, increasing by 19.52% in the last five days, with a net subscription of 1.07 billion yuan [7] - The Non-ferrous Metals ETF (product code: 516650) tracked the CSI Non-ferrous Metals Industry Theme Index, rising by 16.34% over the past five days, with a net subscription of 1.39 billion yuan [8]

扬子晚报网1月30日讯(记者范晓林)截至收盘，沪指本月累计涨3.76%，呈现"冲高后窄幅震荡"的走势，一月中旬再创十年新高后小幅回落，最终站稳4100 点关口上方。 | 三四自选 行情 资讯 | | Q | | --- | --- | --- | | A股 全球 | 港股 股指 ETF 新三板 | 可转债 | | 大盘 板块 | 创业板 科创板 | 北交所 | | 热门行业 热门概念 | | | | 今日涨幅最大 5日涨幅最大 | 主力净买入 | 热力图 | | 农牧饲渔 | 造纸印刷 | 通信设备 | | 1.97% | 1.54% | 1.19% | | 神农种业 +12.91% | 松炀资源 +10.00% | 太辰光 +12.91% | | 装修装饰 | 电子化学品 | 旅游酒店 | | 1.09% | 1.06% | 1.05% | | 罗曼股份 +10.00% | 飞凯材料 +6.16% | 凯撒旅业 +7.01% | | 4330.40 | 石油类 石油类 | 4.15% 大飞机 | | --- | --- | --- | | 煤炭 煤炭 | | | | 文化传媒 | 酒菜 | | | 小金属概 ...

黄金、基本金属概念股现跌停潮，申万有色金属指数跌7.8%，其中晓程科技（300139）20cm跌停。 A股1月收官！1月30日，上证指数收跌0.96%，站稳4100点关口，创业板指涨1.27%。全市场近2900股下 跌。 1月，有色金属板块成为最大亮点，权重紫金矿业（601899）创历史新高，并且涌现出多只翻倍股，其 中湖南白银（002716）涨175%，四川黄金（001337）涨137%。AI应用概念强势爆发，卓易信息涨 98%，蓝色光标（300058）股价翻倍。据不完全统计，A股1月至少10只个股股价翻倍。 | 名称 | 现价 | 涨跌幅 ▲ | | --- | --- | --- | | 晓程科技 | 67.50 | -20.00% | | 电工合金 | 18.83 | -12.30% | | 浩通科技 | 33.65 | -11.21% | | 一科研 | 59.93 | -10.28% | | 南山铝业 | 7.34 | -10.05% | | 云南铜业 | 26.52 | -10.01% | | 贵研铂业 | 23.55 | -10.01% | | 兴银锡 | 61.52 | -10.01% | ...

Core Viewpoint - The precious metals sector experienced a significant decline, with major companies facing trading halts due to a sharp drop in international gold and silver prices [1] Group 1: Market Performance - On January 30, the precious metals sector opened significantly lower, with companies such as Hunan Silver (002716.SZ), Zhaojin Gold (000506.SZ), Zhongjin Gold (600489.SH), and Sichuan Gold (001337.SZ) hitting the daily limit down [1] - On January 29, international gold and silver prices surged before experiencing a substantial pullback, with silver prices dropping as much as 8% to $107 per ounce and gold prices falling by up to 5% to $5,137.34 per ounce [1] - As of the latest update, both gold and silver prices have shown some recovery after the initial drop [1]

Core Viewpoint - The A-share market for gold-related stocks experienced a significant decline, with major stocks dropping sharply following a sudden crash in gold and silver prices, indicating a potential reversal in the market trend [1][2]. Group 1: Market Performance - On January 30, gold concept stocks collectively fell, with notable declines including Xiaocheng Technology down nearly 18%, Feinan Resources down over 15%, and Mankalon down over 14% [1]. - Several other stocks, including Cuihua Jewelry, Yuguang Jin铝, and Shengda Resources, hit the 10% daily limit down [1]. Group 2: Price Fluctuations - Overnight, gold prices plummeted from nearly $5,600 to around $5,100, while silver prices dropped from $121 to below $107 [1]. - Analysts suggest that this rapid and significant correction in gold and silver prices may indicate that the prices have reached recent highs, with implications for future market movements [1]. Group 3: Stock Data Summary - Xiaocheng Technology: -17.97% with a market cap of 19 billion and a year-to-date increase of 128% [2]. - Feinan Resources: -15.23% with a market cap of 11.6 billion and a year-to-date increase of 31.93% [2]. - Mankalon: -14.47% with a market cap of 5.205 billion and a year-to-date increase of 22.90% [2]. - Other notable declines include Diah Shares (-10.56%), Cuihua Jewelry (-10.02%), and Yuguang Jin铝 (-10.00%) [2].

Focus Events - President Trump announced he will reveal the nomination for the next Federal Reserve Chair next week, criticizing current Chair Powell for not lowering interest rates [1] Oil Market - WTI crude oil prices surged by 5% to $66.3 per barrel, while Brent crude rose by 4.25% to $70.23 per barrel [2][4] Company Updates - Guizhou Moutai's stock price increased by 8.61%, with investor Duan Yongping stating he did not purchase shares on that day but had exchanged some shares of China Shenhua for Moutai earlier [3] - Sichuan Gold expects a net profit of 420 million to 480 million yuan for 2025, representing a year-on-year increase of 69.23% to 93.40% due to higher sales volume and rising gold prices [16] - Hanwei Technology forecasts a net profit of 125 million to 175 million yuan for 2025, indicating a growth of 63.01% to 128.22% [17] - Transsion Holdings anticipates a revenue of approximately 65.568 billion yuan for 2025, a decrease of about 4.58%, with a net profit drop of 54.11% due to rising supply chain costs [17] - Jiangfeng Electronics plans to acquire control of Kaide Quartz for cash, leading to a temporary suspension of its stock [19] - Aote Xun expects a net loss of 63.6 million to 72.1 million yuan for 2025, with potential delisting risks due to negative financial indicators [20] - Mu Xi Co. plans to use up to 200 million yuan of raised funds to provide loans to its wholly-owned subsidiary for a new GPU project [21] Industry Dynamics - The State Council issued a plan to accelerate the cultivation of new growth points in service consumption, focusing on various sectors including transportation and online services [9] - The Ministry of Industry and Information Technology held a meeting to address the "anti-involution" issue in the photovoltaic industry, emphasizing the need for coordinated governance and market regulation [12] - China aims to expand its "space+" future industries, focusing on commercial space applications and infrastructure development [11] - New regulations were issued to support wind power projects, encouraging development in less ecologically sensitive areas [14]

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。 特别提示： 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002716 证券简称：湖南白银 公告编号：2026-015 湖南白银股份有限公司 2026年第一次临时股东会决议公告 1．本次股东会未出现否决提案的情形。 2．本次股东会未涉及变更以往股东会已通过的决议。 一、会议召开和出席情况 （一）会议召开时间： 现场会议召开时间：2026年1月29日（星期四）下午14:50； 网络投票时间：通过深圳证券交易所交易系统进行网络投票的时间为 2026年1月29日上午9:15一9:25， 9：30-11：30，下午13：00-15：00； 通过深圳证券交易所互联网系统投票的具体时间为2026年1月29日9:15至2026年1月29日15：00的任意时 间； （二）会议召开地点：湖南省郴州市苏仙区白露塘镇福城大道1号湖南白银316会议室； （三）会议召开方式：现场表决与网络投票相结合的方式； （四）会议召集人：公司董事会； （五）会议主持人：公司董事长李光梅女士； 本次股东会的召集和召开符合《中华人民共和国公 ...