Xin Lang Cai Jing·2026-01-28 02:11Group 1 - The China Securities Index for gold industry stocks (931238) has seen a strong increase of 4.32%, with notable gains from companies such as Xiaocheng Technology, which rose over 12%, and others like China Gold, Laisen Tongling, Yuyuan Shares, and Hunan Gold hitting the daily limit up [1][2] - The gold stock ETF (517520) opened high and rose over 4%, with a cumulative increase of 15.09% over the past week as of January 27, 2026, indicating strong market interest in gold-related assets [1][2] - Former President Trump commented on the recent decline of the US dollar, stating that despite its drop to a near four-year low, the dollar is performing well in business, which led to a temporary drop in the dollar index by about 1.2%, further boosting gold prices [2] Group 2 - China Gold International has provided production guidance for 2026, estimating gold output of approximately 2.2 to 2.35 tons from the Jiama mine and 2.2 to 2.6 tons from the Changshanhao mine, which helps stabilize market expectations for future gold supply [3] - Zijin Mining plans to invest 28 billion RMB to acquire Canadian company Allied Gold, with a premium of up to 18.95%, indicating a proactive approach by mining giants towards gold resources, potentially impacting global gold supply and prices [3] - The recent rise in gold prices is attributed to its safe-haven appeal and a renewed "sell America" trading logic, with market confidence in US assets wavering, alongside a potential interest rate cut cycle and geopolitical tensions supporting gold prices [3]