金属普涨 沪铝涨逾5% 沪铝铸造铝纽金沪金刷历史新高 纽银涨逾8%

Metal Market - Domestic base metals experienced a general increase, with lead and nickel being the only exceptions, falling by 0.23% and 1.31% respectively. Aluminum led the gains with a rise of 5.75%, reaching a record high of 25,680 yuan/ton. Zinc and tin also saw increases of over 2%, with zinc up 2.42% and tin up 2.11% [1] - Alumina and casting aluminum both rose by over 3%, with alumina increasing by 3.27% and casting aluminum by 3.35%, hitting a peak of 24,090 yuan/ton, also a record high [1] - Lithium carbonate, polysilicon, and industrial silicon saw declines of 3.9%, 2.29%, and 1.35% respectively [1] - In the international market, base metals generally rose, with London aluminum increasing by 2.89% to reach a new high of $3,314/ton since April 2022 [1] Precious Metals - COMEX gold rose by 3.48%, reaching a peak of $5,264.4/oz, continuing to set a historical high. COMEX silver surged by 8.44%. In the domestic market, Shanghai gold increased by 3.58%, hitting a high of 1,186.76 yuan/gram, also a historical high, while Shanghai silver rose by 2.92% [2] Macro Environment - The National Energy Administration reported that by the end of 2025, the cumulative installed power generation capacity in China will reach 389 million kilowatts, a year-on-year increase of 16.1%. Solar power capacity is expected to grow by 35.4% to 120 million kilowatts, while wind power capacity will increase by 22.9% to 64 million kilowatts [6] - Central enterprises' total assets surpassed 95 trillion yuan by the end of 2025, with profits totaling 2.5 trillion yuan and fixed asset investments reaching 5.1 trillion yuan [7] Oil Market - Both domestic oil prices rose, with WTI crude increasing by 0.79% and Brent crude by 0.63%. Concerns over winter storms disrupting oil production persist, with estimates indicating a potential loss of up to 2 million barrels per day in U.S. production due to severe weather [10] - The American Petroleum Institute reported a decline in U.S. crude oil inventories by 247,000 barrels for the week ending January 23, with gasoline inventories decreasing by 415,000 barrels [11]