Core Viewpoint - Haotong Technology (301026) is adhering to the annual performance forecast regulations as stipulated by the Shenzhen Stock Exchange's Growth Enterprise Market listing rules [1] Group 1 - The company responded to investor inquiries on its interactive platform [1] - The company emphasizes compliance with regulatory requirements regarding annual performance forecasts [1]

Market Overview - The small metals sector experienced a decline of 6.82% on January 30, with Haotong 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] Individual Stock Performance - Notable performers included: - Xibu Materials (002149) closed at 49.23, up 2.01% with a trading volume of 859,400 shares and a transaction value of 4.216 billion [1] - Haotong Technology (301026) closed at 33.65, down 11.21% with a trading volume of 213,300 shares and a transaction value of 714 million [2] - Other significant declines included: - Guoyan Platinum (600459) down 10.01% to 23.55 [2] - Jin Aluminum (601958) down 10.00% to 20.52 [2] Capital Flow Analysis - The small metals sector saw a net outflow of 5.927 billion from institutional investors, while retail investors contributed a net inflow of 4.688 billion [2] - The capital flow for individual stocks showed: - Xibu Materials had a net inflow of 18.4 million from institutional investors [3] - Haotong Technology experienced a net outflow of 64.2749 million from institutional investors [3]

Core Insights - Haotong Technology experienced a 3.81% decline in stock price on January 29, with a trading volume of 1.107 billion yuan [1] - The company reported a financing net purchase of 53.23 million yuan on the same day, with a total financing balance of 284 million yuan, representing 4.73% of its market capitalization [1] - The company’s main business segments include precious metal recovery (29.12% of revenue), new materials (1.36%), and trade (69.27%) [1] Financing and Margin Trading - On January 29, Haotong Technology had a financing buy-in of 152 million yuan, with a financing balance that exceeds the 90th percentile of the past year [1] - The company had no shares repaid in margin trading on January 29, with 1,800 shares sold short, amounting to 68,200 yuan [1] - The margin trading balance of 462,400 yuan also exceeds the 90th percentile of the past year [1] Financial Performance - As of September 30, Haotong Technology had 13,400 shareholders, an increase of 6.50% from the previous period [2] - For the period from January to September 2025, the company achieved a revenue of 2.385 billion yuan, a year-on-year growth of 0.36%, and a net profit attributable to shareholders of 117 million yuan, up 18.31% [2] Dividend and Shareholder Information - Haotong Technology has distributed a total of 169 million yuan in dividends since its A-share listing, with 124 million yuan distributed over the past three years [3] - The top ten circulating shareholders include notable funds, with changes in holdings indicating a mix of reductions and new entries among institutional investors [3]

Group 1 - The small metals sector increased by 4.34% on January 28, with Haotong Technology leading the gains [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] - Key stocks in the small metals sector showed significant price increases, with Haotong Technology rising by 16.02% to a closing price of 39.40 [1] Group 2 - The net inflow of main funds in the small metals sector was 2.147 billion yuan, while retail funds experienced a net outflow of 1.033 billion yuan [1] - The table of fund flows indicates that Northern Rare Earth had a main fund net inflow of 1.773 billion yuan, but retail funds saw a net outflow of 965 million yuan [2] - Guoyan Platinum Industry had a main fund net inflow of 211 million yuan, with retail funds experiencing a net outflow of 180 million yuan [2]

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 ...