格隆汇1月26日｜晓程科技在互动平台表示，"黄金概念"是基于公司实际开展黄金开采及销售业务这一 客观事实，由市场及行业依据相关分类标准进行的归纳，并非由公司自行设定或移除。公司的主营业务 结构清晰，黄金开采及销售业务是公司当前经营构成的组成部分，已在定期报告等公告中予以明确披 露。 ...

晓程科技今日20cm涨停，成交额34.96亿元，换手率29.70%，盘后龙虎榜数据显示，深股通专用席位买 入1.90亿元并卖出7439.54万元，2家机构专用席位净买入1.01亿元，有1家机构专用席位净卖出3078.10万 元。 ...

Market Overview - The market experienced a downturn with the Shanghai Composite Index closing down 0.09%, the Shenzhen Component down 0.85%, and the ChiNext down 0.91% [1] - A total of 1,604 stocks rose while 3,771 stocks fell, indicating a broader market weakness [1] Precious Metals Sector - The precious metals sector saw significant gains, with gold prices surpassing $5,000 per ounce for the first time, and silver prices also rising sharply [2] - Notable stocks in this sector included Zhongjin Gold and Xibu Gold, which reached their daily limit [2] Pharmaceutical Sector - The pharmaceutical sector strengthened, with stocks like Cap Bio and Mike Bio hitting their daily limit due to concerns over a Nipah virus outbreak in India [2][4] - The outbreak has prompted increased monitoring in countries such as Thailand and Nepal [2] Oil and Gas Sector - Oil and gas stocks rallied, with Zhongman Petroleum hitting its daily limit and China National Offshore Oil Corporation (CNOOC) rising over 6% to reach a new high [5] Commercial Aerospace Sector - The commercial aerospace sector faced adjustments, with stocks like China Satellite and China Satcom hitting their daily limit [6] Large Sell Orders - Significant sell orders were noted in major stocks, with Zijin Mining seeing over 4.07 billion yuan in sell orders and China Ping An over 2.05 billion yuan [6] Market Sentiment and Policy - Analysts from CITIC Securities indicated that the current reduction in broad-based ETFs by institutional investors may be a strategy to realize profits rather than directly suppressing speculative trading [10] - The report suggests that increasing margin requirements or trading fees could be more effective in cooling market enthusiasm [10]

Market Overview - On January 26, A-shares saw a collective decline with the Shanghai Composite Index down 0.09% at 4132 points, the Shenzhen Component down 0.85%, and the ChiNext Index down 0.91% [1][2] - The total market turnover reached 3.28 trillion yuan, an increase of 162.5 billion yuan compared to the previous trading day, with over 3700 stocks declining [1] Sector Performance - The commercial aerospace and satellite internet sectors experienced significant pullbacks, with stocks like China Satellite and Aerospace Development hitting the daily limit down [2][4] - The military industry sector also fell, with stocks such as Chaojie Co. dropping over 10% [2] - Conversely, international gold and silver prices surged to new highs, leading to a rally in precious metals and non-ferrous metals sectors, with stocks like Xiaocheng Technology and Western Gold hitting the daily limit up [2][10] - The outbreak of the Nipah virus in India caused a collective rise in the biopharmaceutical and vaccine sectors [2][14] Notable Stock Movements - In the military equipment sector, Aerospace Hanyu fell over 11%, while China Satellite and Aerospace Technology hit the daily limit down [4] - In the semiconductor equipment sector, stocks like Su Dawei and Wo Ge Optoelectronics saw significant declines, with some stocks dropping over 11% [5][8] - The humanoid robot sector also faced declines, with stocks like Haoshi Machinery and Lixing Co. dropping over 13% [6][9] - The biopharmaceutical sector saw notable gains, with stocks like Hualan Vaccine and Jindike hitting the daily limit up due to the Nipah virus outbreak [14] Investment Insights - The coal sector showed strength, with China Shenhua rising over 4% and other coal stocks following suit [18] - The insurance sector also performed well, with stocks like New China Life and China Pacific Insurance seeing gains [15][16] - The market outlook suggests a focus on sectors with performance verification, particularly in price increase chains, high-end manufacturing, and AI-related industries [19]

Market Overview - The A-share market experienced a collective decline on January 26, with the Shanghai Composite Index down by 0.09% to close at 4132.61 points, the Shenzhen Component Index down by 0.92% to 14307.06 points, and the ChiNext Index down by 0.91% to 3319.15 points [1][3] - The total trading volume in the Shanghai and Shenzhen markets approached 3.3 trillion yuan, an increase of nearly 200 billion yuan compared to the previous trading day [1] Sector Performance - The market showed a broad decline across various sectors, with the non-ferrous metals sector leading the gains, particularly in precious metals, where Sichuan Gold achieved four consecutive trading limits in eight days, and Zijin Mining reached a historical high [3] - The oil and gas sector also performed well, with China National Offshore Oil Corporation hitting a historical high and Intercontinental Oil and Gas achieving three trading limits in four days [3] - The space photovoltaic sector was notably active, with companies like Mingyang Smart Energy, Tuojiri New Energy, and GCL-Poly Energy hitting trading limits [3] - The chemical sector saw fluctuations, with Hongbaoli and Chengxing shares reaching trading limits [3] Individual Stock Movements - Over 1600 stocks rose, with more than 70 stocks hitting trading limits, while over 3700 stocks declined [3] - The precious metals sector experienced a surge, with stocks like Xiaocheng Technology hitting a 20% trading limit, along with other companies such as Zhaojin Mining, Zhongjin Gold, and Hunan Silver also reaching trading limits [3]

数据宝统计，截至14:40，晓程科技成交额34.14亿元，创上市以来新高。最新股价上涨20.01%，换手率 29.05%。上一交易日该股全天成交额为21.13亿元。 据天眼查APP显示，北京晓程科技股份有限公司成立于2000年11月06日，注册资本27400万人民币。 （数据宝） （文章来源：证券时报网） ...

港、A股贵金属股集体走强。A股中，湖南黄金、恒邦股份涨停，晓程科技涨超9%，中金黄金、招金黄金涨超8%；港股中，中国白银集团涨超10%，中国 黄金国际、赤峰黄金涨超6%。 | 贵金属 了 | | | | --- | --- | --- | | 伦敦金现 | 伦敦银现 | COMEX黄金 | | 5081.358 | 108.962 | 5087.6 | | +93.188 +1.87% +5.621 +5.44% +107.9 +2.17% | | | | COMEX白银 | SHFE黄金 | SHFE自银 | | 108.460 | 1144.36 | 27531 | | +7.127 +7.03% | | +41.50 +3.76% +3406 +14.12% 三格隆汇 | 今日，现货黄金历史首次突破5000美元/盎司整数大关，白银涨破108美元续刷新高。 截止发稿，现货黄金涨幅扩大至1.87%，刷新历史新高至5081美元/盎司，本月累涨超730美元。现货白银涨超5%，刷新历史高点至每盎司108.962美元，月 内暴涨超50%。现货铂金首次站上2890美元/盎司，今年首月累涨约40%。 受国际金价影响，国 ...

Group 1 - Precious metals sector continues to surge, with notable performances from companies such as Zhaojin Gold (000506) achieving three consecutive trading limits in six days [1] - Sichuan Gold (001337) has reached four trading limits in eight days, indicating strong market interest [1] - Other companies like Xingye Silver Tin (000426), Hunan Gold (002155), Shengda Resources (000603), Hunan Silver (002716), and Yuguang Gold Lead (600531) also hit trading limits, reflecting a broad rally in the sector [1] Group 2 - Xiaocheng Technology (300139) saw a significant increase of over 15%, reaching a new high, showcasing investor confidence [1] - Shanjin International (000975) followed the upward trend, indicating a positive sentiment across the precious metals industry [1]

Core Viewpoint - The recent surge in precious metals prices, particularly silver and gold, is driven by geopolitical factors and increasing industrial demand, leading to significant market movements and investment opportunities in related stocks [6][14]. Precious Metals Price Movement - On January 26, silver opened with a significant increase, surpassing $108, with a daily rise of over 4% [9][10]. - Gold prices also saw a notable rise, initially breaking the $5000 mark and continuing to increase, reaching over $5070 [3][11]. Stock Market Reaction - The rise in precious metal prices led to a collective increase in A-share gold stocks, with Hunan Gold hitting the daily limit, and other companies like Xiaocheng Technology, Sichuan Gold, and Hengbang Shares also experiencing gains [4][12]. Supply and Demand Dynamics - Silver's price increase is attributed to its dual role as both a financial and industrial metal, with growing demand in sectors like photovoltaics and new energy contributing to a five-year supply shortage [5][12]. - Factors such as tightening export controls and historically low inventory levels have exacerbated the supply-demand imbalance, resulting in silver's price elasticity being significantly higher than that of gold [5][12]. Analyst Insights - Analysts from Haitong Futures and Jinrui Futures attribute the recent price increases in gold and silver to geopolitical tensions and market reactions to U.S. fiscal policies, which have affected investor confidence in U.S. assets [6][14].

记者丨黎雨桐 翁榕涛 编辑丨金珊 1月26日上午，现货白银开盘大涨，截至9：48，突破108美元关口，日内涨超4%。 | W | 伦敦银现 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | | SPTAGUSDOZ.IDC | | | | | | | 108.014 ª² | | | 103.341 | 总量 | | 0 | | +4.673 | +4.52% 开盘 | | 104.402 | 现手 | | 0 | | 最高价 | 108.583 持 仓 | | 0 | 外 盘 | | 0 | | 最低价 | 103.191 | 壇 仓 | 0 | 内 盘 | | | | 关时 | 五日 | 日K | 周Ｋ | 月K | 更多 | | | 叠加 | | | | 均价:0.000 | | | | 108.583 | | | | 5.07%. 卖一 108.069 | | | | | | | | 示一 | 108.014 | | | | | | | 9:48 | 107.928 | 0 | | | | | | 9:48 | 107.948 | 0 ...