午后,CPO概念爆发!
证券时报·2026-01-30 09:32

Market Overview - A-shares showed mixed performance with the Shanghai Composite Index dropping over 1% at one point, while the ChiNext Index surged by 1.27% by the end of the trading day [1] - The total trading volume in the Shanghai, Shenzhen, and North markets was approximately 2.86 trillion yuan, a decrease of nearly 400 billion yuan compared to the previous day [1] CPO Concept Surge - The CPO (Co-Packaged Optics) concept experienced a strong rally, with stocks like Jietong Technology and Zhishang Technology hitting the 20% limit up, and other companies like Juguang Technology and Tianfu Communication also seeing significant gains [3][4] Agricultural Sector Rise - The agricultural sector saw a notable increase, particularly in seed industry stocks, with Shen Nong Seed Industry rising nearly 13% and Qiu Le Seed Industry up over 10% [7][8] - The Ministry of Agriculture and Rural Affairs emphasized the importance of seed industry revitalization, aiming for significant breakthroughs during the 14th Five-Year Plan period [9] Precious Metals Sector Decline - The precious metals sector faced a sharp decline, with gold prices dropping nearly 5% to below $5200 per ounce and silver prices falling over 9% to below $105 per ounce [11][12] - Affected stocks included Xiaocheng Technology and various companies in the silver and copper sectors, which saw significant drops, with many hitting the limit down [13][14] Company-Specific Developments - Zijin Mining, a company with a market capitalization exceeding 1 trillion yuan, experienced a significant drop, nearing the limit down during trading [1] - Companies like Yuguang Gold Lead and Zhaojin Mining issued warnings about the risks associated with their rapidly rising stock prices, indicating that their fundamentals had not changed significantly [14][15]