Group 1 - The core point of the article is that Zijin Mining successfully issued $1.5 billion in convertible bonds, which were fully subscribed within 10 minutes and received nearly 8 times oversubscription [1] Group 2 - The issuance of the convertible bonds indicates strong investor confidence in Zijin Mining's financial health and growth prospects [1] - The significant oversubscription suggests high demand for the company's securities, reflecting positive market sentiment [1] - This capital raise may provide Zijin Mining with additional resources for expansion and investment in future projects [1]

紫金矿业15亿美元可转换债券据称在10分钟内被足额认购，据称获得近8倍超额认购。 ...

（文章来源：每日经济新闻） 每经AI快讯，1月30日，紫金矿业在香港市场跌幅扩大，股价下跌7.9%至每股42.50港元。 ...

紫金矿业在香港市场跌幅扩大，股价下跌7.9%，至每股42.50港元。 ...

Group 1: Gold and Precious Metals Market - Spot gold first broke through the $5,500 per ounce mark, reaching close to $5,600, but subsequently fell below $5,200 [1][10] - The non-ferrous metals sector saw significant declines, with major players Zijin Mining and Luoyang Molybdenum dropping over 8% and 9% respectively, with Zijin Mining's stock hitting a low of 39.12 yuan [1][10] - The performance of the non-ferrous metals sector pressured the Shanghai Composite Index and Shenzhen Component Index, while the ChiNext Index rose due to gains in heavyweight stocks like CATL and Sungrow [1][10] Group 2: Consumer and Entertainment Sector - The film and cinema sector showed strong performance, with stocks like Hengdian Film and Happiness Blue Sea experiencing significant gains [4][12] - The sector is supported by favorable policies aimed at enhancing service consumption, as outlined in the State Council's recent work plan [12][14] - Upcoming major film releases for the 2026 Spring Festival are expected to drive market recovery, with a shift from single film support to a multi-film resonance [14] Group 3: AI and Optical Communication Sector - The North American computing power chain showed strong performance, with stocks like "Yizhongtian" and Tianfu Communication rising over 11%, reaching historical highs [7][15] - The demand for AI computing power is driving upgrades in the optical communication industry, with strong demand for high-speed optical modules [16] - Despite short-term supply gaps for high-speed optical chips, upstream manufacturers are actively expanding production, which is expected to alleviate supply chain bottlenecks [16]

紫金矿业成交额达200亿元，现跌8.31%。 ...

Market Overview - On January 30, the A-share market experienced a volatile correction, with the non-ferrous sector showing dramatic fluctuations, leading to significant declines in gold and non-ferrous ETFs, which approached their daily limit down before narrowing losses [1][3] - The non-ferrous ETF Huatai-PineBridge (159652) saw a drop of over 9%, which later reduced to 8%, with net subscriptions reaching 60 million units, translating to over 120 million yuan in net subscription amount [1] Precious Metals - The long-term outlook for gold remains strong due to factors such as de-dollarization, central bank gold purchases, and geopolitical conflicts, although short-term pullback risks should be monitored [1][5] - Recent market dynamics saw COMEX gold futures reaching historical highs, while spot silver surged over 4%, and London copper prices jumped 8%, surpassing $14,000 per ton [3][5] Industrial Metals - The copper market is currently experiencing short-term emotional volatility, but the long-term logic remains intact, supported by tight supply and ongoing demand from AI and power grid construction [8] - Aluminum prices are expected to maintain high volatility due to mixed macroeconomic signals, with domestic production increasing and inventory pressures mounting [8] Investment Opportunities - The non-ferrous ETF Huatai-PineBridge (159652) is highlighted for its comprehensive coverage of various metal sectors, including gold, copper, aluminum, lithium, and rare earths, positioning it to benefit from the super cycle in non-ferrous metals [11][14] - The ETF has shown superior performance with a cumulative return leading its peers since 2022, and its valuation remains reasonable, indicating that price increases are driven by earnings rather than valuation expansion [16][17] Historical Trends - Historical patterns suggest that the non-ferrous sector is likely to continue its strong performance, particularly during the second phase of major market cycles, which is characterized by profit-driven price increases [9]

截至2026年1月30日 10:04，中证细分有色金属产业主题指数(000811)下跌8.42%。成分股方面，南山铝业领跌10.05%，云南铜业下跌10.01%，白银有色下跌 10.01%，兴业银锡下跌10.01%，中金黄金下跌10.00%。有色ETF汇添富(159652)下跌8.91%，最新报价2.05元。拉长时间看，截至2026年1月29日，有色ETF 汇添富近1周累计上涨16.20%。（以上所列股票仅为指数成份股，无特定推荐之意） 规模方面，有色ETF汇添富最新规模达77.22亿元，创近1年新高。（数据来源：Wind） 份额方面，有色ETF汇添富最新份额达34.47亿份，创近1年新高。（数据来源：Wind） 资金流入方面，有色ETF汇添富最新资金净流入2.35亿元。拉长时间看，近5个交易日内有4日资金净流入，合计"吸金"5.78亿元，日均净流入达1.16亿元。 （数据来源：Wind） 数据显示，杠杆资金持续布局中。有色ETF汇添富本月以来融资净买额达330.88万元，最新融资余额达1.06亿元。（数据来源：Wind） 消息面上，1月30日，国际金属市场上演剧烈过山车行情，昨夜海外交易时段贵金属与工业金属 ...

Core Insights - On January 29, a total of 3,766 stocks in the A-share market received financing funds for purchase, with 662 stocks having purchase amounts exceeding 100 million [1] Financing Purchase Amounts - The top three stocks by financing purchase amount were Zijin Mining, Bluefocus, and Northern Rare Earth, with amounts of 4.113 billion, 3.26 billion, and 2.486 billion respectively [1] Financing Purchase Proportions - Five stocks had financing purchase amounts accounting for over 30% of the total transaction amount on that day. The top three were Dezhan Health, Huilong Shares, and Shenzhen Airport, with proportions of 47.08%, 37.87%, and 37.33% respectively [1] Net Financing Purchases - A total of 52 stocks had net financing purchases exceeding 100 million. The top three in net financing purchases were Zijin Mining, Tianfu Communication, and Bluefocus, with net amounts of 1.042 billion, 891 million, and 869 million respectively [1]

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 2026年1月29日,紫金矿业集团股份有限公司（以下简称"紫金矿业"、"公司" 或"本公司"）根据一般性授权拟发行可转换为公司H股的公司债券（以下简称"本 次发行"）。本次发行的联席全球协调人、联席账簿管理人及联席牵头经办人为 瑞士银行香港分行及中信里昂证券有限公司；兴证国际融资有限公司为本次发行 的联席牵头经办人。 证券代码：601899 证券简称：紫金矿业 编号：临2026-008 紫金矿业集团股份有限公司 关于根据一般性授权拟发行 15 亿美元 零息可转换公司债券的公告 于条款及条件载列的情况下，上述债券可按初始转换价每股 H 股 63.30 港元 （可被调整）转换为公司 H 股。初始转换价为每股 H 股 63.30 港元，较 2026 年 1 月 29 日（即签署认购协议的交易日）香港联交所所报公司股票最后收盘价每股 H 股 46.14 港元溢价约 37.19%；较截至 2026 年 1 月 29 日（包括该日）止连续五个 交易日香港联交所所报公司股票平均收盘价每股 H ...