Market Overview - A-shares opened lower and experienced fluctuations, with the Shanghai Composite Index testing the 4100-point support level and the Sci-Tech Innovation Board Index dropping below 1500 points [1] - The market showed a significant decline in trading volume, with more stocks falling than rising [1] Sector Performance - The non-ferrous metals, tourism, glass fiber, and agricultural chemicals sectors saw notable gains, while sectors such as industrial internet, commercial aerospace, advertising marketing, and artificial intelligence faced declines [1] - Non-ferrous metal stocks surged in the morning, with the sector index rising over 3%, reaching an 18-year high since November 2007 [4] - Specific stocks like Zinc Industry Co., Ltd. and Luoping Zinc Electric Co. saw strong performance, with some hitting the daily limit or rising over 10% [4] Non-Ferrous Metals - There is a widespread shortage of non-ferrous metals globally, driven by increased demand from emerging industries such as new energy and artificial intelligence [7] - Goldman Sachs indicated that the booming AI and new energy sectors could lead to a "shortage wave" for key metals like copper, aluminum, cobalt, and rare earths [7] - Morgan Stanley forecasts that copper prices could reach $12,500 per ton by Q2 2026, with an average price of $12,075 for the year [7] - The World Silver Institute reported a continuous shortage of silver since 2021, with an average annual supply-demand gap exceeding 130 million ounces [7] Tourism Sector - The tourism sector opened strong, with the index rising over 2%, marking a new high in nearly four months [9] - Companies like Zhongxin Tourism and Shaanxi Tourism saw significant stock price increases, with some hitting the daily limit [9][11] - The upcoming Spring Festival is expected to boost tourism demand, with hotel bookings in popular cities increasing by 70% year-on-year [12] - The inbound tourism market is also experiencing growth, with a 471% increase in bookings from Russian tourists due to new visa policies [12]
有色金属、旅游板块，多股涨停
Zheng Quan Shi Bao·2026-01-15 05:27