Group 1 - The core viewpoint of the news is that gold prices have reached a new historical high, surpassing $5250 per ounce, with a year-to-date increase of over 21% [1] - Goldman Sachs has raised its year-end gold price forecast from $4900 to $5400 per ounce, driven by increasing demand from private investors and central banks [1] - It is expected that central banks will purchase 60 tons of gold monthly this year, and with the Federal Reserve's interest rate cuts, the scale of gold purchases by ETFs will also increase, further boosting valuations [1] Group 2 - On January 28, the Shanghai Composite Index and Shenzhen Component Index experienced a pullback after an initial rise, while the ChiNext Index opened high but fell, with a drop exceeding 1% during the day [3] - Gold-related stocks saw significant gains, with China Gold achieving four consecutive trading limit increases, Hunan Gold three consecutive, and several other companies like Xiaocheng Technology and Sichuan Gold also showing strong performance [3] - Notable stock performances included Zhaojin Gold with five increases over eight days and other companies like Mankalong and Haotong Technology rising over 10% [3]

Market Overview - The small metals sector experienced a decline of 1.61% compared to the previous trading day, with China Uranium Industry leading the drop [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] Small Metals Sector Performance - Notable gainers in the small metals sector included: - Xianglu Tungsten Industry (002842) with a closing price of 26.22, up 6.98% and a trading volume of 713,900 shares [1] - Western Materials (002149) closed at 46.25, up 6.20% with a trading volume of 1,218,500 shares [1] - China Tungsten High-Tech (000657) closed at 50.49, up 2.06% with a trading volume of 1,463,800 shares [1] - Other companies showed minor fluctuations, with some experiencing slight declines [1] Capital Flow Analysis - The small metals sector saw a net outflow of 3.255 billion yuan from institutional investors, while retail investors contributed a net inflow of 2.534 billion yuan [2] - The overall capital flow indicated a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Western Materials (002149) had a net inflow of 674.1 million yuan from institutional investors, but a net outflow of 469 million yuan from speculative funds [3] - Other companies like Huayang New Materials (600281) and China Rare Earth (000831) also showed significant net outflows from institutional investors, indicating a cautious approach from larger players [3]

Group 1 - The core viewpoint of the article is that Haotong Technology (301026) has clarified its main products in the precious metal recycling business, which include platinum, palladium, rhodium, and silver, while gold constitutes a smaller proportion [1] Group 2 - The company engages in the recycling of precious metals, indicating a focus on valuable materials in its operations [1] - The interaction with investors highlights the company's transparency regarding its product offerings and business focus [1] - The mention of specific metals suggests a strategic emphasis on high-demand precious metals in the market [1]

证券代码：301026 证券简称：浩通科技 公告编号：2026-003 徐州浩通新材料科技集团股份有限公司 首次出售已回购股份及出售结果暨股份变动公告 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。 徐州浩通新材料科技集团股份有限公司（以下简称"公司"）于2025年12 月26日召开第七届董事会第十一次会议，审议通过了关于《出售公司已回购股份》 的议案，根据公司于2024年2月22日披露的《回购报告书》之约定用途，同意公 司以集中竞价方式出售已回购股份不超过981,700股，占公司总股本的0.62%，实 施期限为自本公告披露之日起15个交易日后的6个月内（即2026年1月22日至2026 年7月21日），具体内容详见公司于2025年12月29日在巨潮资讯网上披露的《回 购股份出售计划的公告》（公告编号：2025-062）。 三、本次已回购股份出售对公司的影响 本次出售已回购股份不会导致公司控制权发生变化，不会导致公司总股本发 生变动。公司本次出售已回购股份的所得资金，将用于补充公司日常经营所需的 流动资金，有利于提高公司资金使用效率，提升公司持续经营能力，维护 ...

Group 1 - The small metal sector increased by 0.06% on January 22, with Western Materials leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] - Key stocks in the small metal sector showed varied performance, with Western Materials rising by 10.00% to a closing price of 39.60 [1] Group 2 - The small metal sector experienced a net outflow of 562 million yuan from main funds, while retail investors saw a net inflow of 141 million yuan [2] - The trading volume and turnover for key stocks in the small metal sector varied, with Western Materials achieving a turnover of 1.884 billion yuan [1][2] - The stock performance of several companies showed declines, with Haotong Technology down by 3.93% and Xianglu Tungsten down by 3.63% [2] Group 3 - Western Materials had a net inflow of 273 million yuan from main funds, while retail investors had a net outflow of 177 million yuan [3] - Other notable stocks included China Rare Earth with a net inflow of 210 million yuan from main funds, but a net outflow of 157 million yuan from retail investors [3] - The overall trend indicated a mixed sentiment among different investor types within the small metal sector [3]

从资金流向上来看，当日小金属板块主力资金净流入19.22亿元，游资资金净流出5.73亿元，散户资金净 流出13.49亿元。小金属板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | --- | --- | --- | --- | --- | --- | --- | | 000657 | 中钨高新 | 41.68 | 10.00% | | 105.68万 | 42.90 乙 | | 301026 | 浩通科技 | 34.38 | 9.70% | | 17.93万 | · 5.93亿 | | 002738 | 中矿资源 | 92.00 | 9.45% | | 35.15万 | 31.55 Z | | 600549 | 厦门钨业 | 59.00 | 9.14% | 1 | 70.96万 | 40.31亿 | | 002842 | 翔鹭钨业 | 22.60 | 7.93% | | 60.20万 | 13.17亿 | | 000960 | 锡业股份 | 40.97 | 7.48% | | 67.28万 | 26.43亿 | | 002378 | 直源钨业 ...

Core Insights - The international gold price has surged to a historic high of $4800 per ounce, driven by geopolitical instability, with a monthly increase exceeding 10% [1][6] - Poland's central bank has approved a plan to purchase up to 150 tons of gold, increasing its reserves to 700 tons, positioning Poland among the top ten countries globally in gold reserves [2][7] - The World Gold Council predicts a continued trend of central banks increasing gold holdings, with 95% of surveyed banks expecting to raise their reserves in the next 12 months [3][8] Group 1: Gold Price Dynamics - The current gold price has reached $4800 per ounce, marking a significant increase of nearly 0.8% in a single day [1][6] - Major financial institutions have optimistic forecasts for gold prices, with estimates ranging from $4150 to $4900 per ounce for 2026 [3][8] - The demand for gold is driven by diversification needs among institutional and retail investors, as well as central banks responding to macroeconomic uncertainties [4][9] Group 2: Central Bank Activities - Poland's central bank aims to increase its gold holdings from 550 tons to 700 tons, citing gold's zero credit risk and its ability to enhance economic stability [2][7] - The share of gold in Poland's foreign exchange reserves was estimated at 28.22% as of December last year, indicating a rapid change in reserve structure among central banks [2][7] - Russia has seen its gold reserves increase in value by over $216 billion since the onset of the Ukraine conflict, highlighting gold's role in maintaining financial stability amid sanctions [3][8] Group 3: Market Reactions - The stock and ETF markets have reacted positively to rising gold prices, with significant gains observed in gold-related stocks across both A-share and Hong Kong markets [2][7] - Gold jewelry prices have also risen, with multiple brands reporting prices above 1490 yuan per gram, reaching new recent highs [1][6] - The overall market sentiment remains bullish, with expectations that gold could challenge the $5000 per ounce mark in the near future [4][9]

Group 1: Gold Market Overview - In the first month of the new year, spot gold has increased by over 8%, rising more than $380 [1] - Major gold mining companies include Zijin Mining, Shandong Gold, and Zhongjin Gold, all of which have strong resource reserves and cost control capabilities [3] - Shandong Gold is noted for its high correlation with gold prices, indicating significant earnings elasticity [3] Group 2: Silver Market Overview - Silver resources are led by companies like Silver Mountain Mining, which has a silver reserve of 8,382 tons, ranking first in Asia [4] - Shengda Resources focuses on silver mining and refining, with 92% of its business in silver, showcasing strong profitability linked to silver prices [5] - Hunan Silver is the only listed company in China primarily focused on silver, with a full industry chain from mining to refining [7] Group 3: Platinum Group Metals - Companies like Zhongxin Metal and Guoyuan Platinum are involved in the recovery and production of platinum group metals, with significant future production expected [7] - The demand for palladium is anticipated to rise due to its use in automotive emissions control, benefiting companies that produce it as a byproduct [7] - GreenMei is a leader in the recycling of electronic and automotive waste, with a substantial capacity for recovering precious metals [7]

（文章来源：证券日报） 证券日报网讯 1月19日，浩通科技在互动平台回答投资者提问时表示，公司严格遵守业绩预告相关披露 规定，若触及披露标准，将及时履行信息披露义务。 ...

（文章来源：证券日报） 证券日报网讯 1月15日，浩通科技发布公告称，公司2026年第一次临时股东会审议通过《增加套期保值 业务额度的议案》。 ...