China National Gold (SH:600916) 2 1 Shi Ji Jing Ji Bao Dao·2026-01-23 04:06Market Overview - The A-share market experienced a morning surge followed by a pullback, with the three major indices briefly turning negative. As of midday, the Shanghai Composite Index rose by 0.27%, the Shenzhen Component Index increased by 0.24%, while the ChiNext Index fell by 0.17. The total trading volume in the Shanghai and Shenzhen markets reached 1.91 trillion yuan, an increase of 271.8 billion yuan compared to the previous trading day [1][2]. Sector Performance - The AI application concept saw a rise, with Zhejiang Wenlian (600986) achieving two consecutive trading limits. The pharmaceutical commercial sector was active, with People's Tongtai (600829) and Yifeng Pharmacy (603939) hitting the daily limit. Lithium mining stocks strengthened, with Chuaneng Power (000155) rising over 7%, and Tibet Zhufeng (600338) and Guocheng Mining (000688) increasing over 6%. The main contract for lithium carbonate rose over 5%, reaching 178,000 yuan per ton, marking a new high [3]. - The space photovoltaic and commercial aerospace concepts experienced a significant surge, with Jun Da Co., Ltd. (002865) achieving two consecutive trading limits. Other companies like GCL-Poly Energy (002506) and Mingyang Smart Energy (601615) also hit the daily limit. Elon Musk, during a discussion at the World Economic Forum, expressed strong support for space photovoltaics and revealed plans for a solar manufacturing capacity of 100 GW annually within three years [4][5]. Precious Metals - The precious metals sector continued to rise, with gold prices breaking through 1,500 yuan per gram, increasing by over 50 yuan overnight. As of the latest report, spot gold rose by 0.18%, surpassing $4,967, while spot silver increased by 2.61%, exceeding $98 per ounce, both reaching historical highs [6][7]. - Goldman Sachs significantly raised its gold price forecast for December 2026 from $4,900 per ounce to $5,400 per ounce, citing accelerated private investment in gold as a key driver for potential price increases [8].