A股三大指数今日集体下跌，截至收盘沪指跌2.48%，深成指跌2.69%，创业板指跌2.46%，北证50指数 跌2.03%，沪深京三市成交额26066亿元，较上日缩量2558亿元。 A股全线重挫：贵金属崩了 沪银、钯、铂等十几个品种集体跌停 国内商品期货收盘普跌，沪银、钯、铂、沪镍、沪锡、沪铜、沪铝、国际铜、不锈钢、原油、燃料油、 铝合金、碳酸锂主力合约跌停；沪锌跌超6%，LU燃油、纯苯跌超5%，乙二醇、液化气等跌逾4%， NR、焦炭等跌超3%，豆油、塑料等跌超2%，玻璃、红枣等跌超1%，玉米、淀粉等小幅下跌；烧碱、 原木等极少数品种收涨。 来源：橙柿互动综合 盘面上，全市场超4600只个股下跌，其中123只个股跌停。 从板块来看，白酒概念反复活跃，皇台酒业3连板，金徽酒3天2板，水井坊触及涨停。电网设备概念逆 势走强，汉缆股份、白云电器、三变科技、保变电气等多股涨停。 下跌方面，有色金属、油气、化工、煤炭、半导体等板块跌幅居前。其中有色金属板块遭重挫，四川黄 金、赤峰黄金、铜陵有色、西部矿业等多股跌停。存储芯片概念大跌，兆易创新、开普云跌停。 ...

Group 1 - The domestic futures market experienced a widespread decline on February 2, with over 10 futures contracts hitting or approaching the daily limit down, including gold, silver, platinum, palladium, copper, aluminum, nickel, crude oil, and lithium carbonate [1][2] - Precious metals saw significant drops, with silver futures down 17%, platinum and palladium down 16%, and gold futures also hitting the limit down with a 16% decline [1][2] - Industrial metals faced similar declines, with tin futures hitting the limit down at 11%, while copper and aluminum futures dropped by 9%, and lithium carbonate futures fell by 14% [2][3] Group 2 - In the energy sector, crude oil futures hit the limit down with a 7% decline, while other energy products like fuel oil and low-sulfur fuel oil also saw declines exceeding 5% [3][4] - The A-share market showed a downward trend, with all three major indices falling over 2%, and a total trading volume of 2.58 trillion yuan, down 250.8 billion yuan from the previous trading day [5][6] - The non-ferrous metals sector was notably impacted, with multiple stocks such as Sichuan Gold and Chifeng Jilong Gold hitting the limit down, reflecting the broader market's struggles [5]

Group 1 - Domestic commodity futures closed lower, with major contracts for silver, palladium, platinum, nickel, tin, copper, aluminum, international copper, stainless steel, crude oil, fuel oil, aluminum alloy, and lithium carbonate hitting the limit down [1] - Zinc fell over 6%, while fuel oil and pure benzene dropped more than 5%, and ethylene glycol and liquefied gas declined over 4% [1] - A few commodities like caustic soda and logs saw slight increases [1] Group 2 - The three major indices in the A-share market fell over 2%, with the Sci-Tech Innovation 50 Index dropping more than 3% [2] - The total trading volume in the Shanghai and Shenzhen markets was 2.58 trillion, a decrease of 250.8 billion compared to the previous trading day [2] - Over 4,600 stocks in the market declined, with 123 stocks hitting the limit down [2]

Group 1 - Domestic commodity futures closed lower, with major contracts for silver, palladium, platinum, nickel, tin, copper, aluminum, international copper, stainless steel, crude oil, fuel oil, aluminum alloy, and lithium carbonate hitting the limit down; zinc fell over 6%, while fuel oil and pure benzene dropped over 5%, and ethylene glycol and liquefied gas fell more than 4% [1] - The A-share market experienced a significant decline, with all three major indices dropping over 2%, and the Sci-Tech Innovation 50 Index falling over 3%. The total trading volume in the Shanghai and Shenzhen markets was 2.58 trillion, a decrease of 250.8 billion from the previous trading day [2] - Over 4,600 stocks in the market declined, with 123 stocks hitting the limit down. The non-ferrous metals, oil and gas, chemical, coal, and semiconductor sectors saw the largest declines, particularly the non-ferrous metals sector, which faced severe losses [2] Group 2 - The Shanghai Composite Index fell by 2.48%, the Shenzhen Component Index dropped by 2.69%, and the ChiNext Index decreased by 2.46% [3]

MACD金叉信号形成，这些股涨势不错！ 每经AI快讯，2月2日，市场全天震荡调整，三大指数均跌超2%，科创50指数跌超3%。沪深两市成交额 2.58万亿元，较上一交易日缩量2508亿元。从板块来看，白酒概念反复活跃，皇台酒业3连板，金徽酒3 天2板，水井坊触及涨停。电网设备概念逆势走强，汉缆股份、白云电器、三变科技、保变电气等多股 涨停。下跌方面，有色金属、油气、化工、煤炭等板块跌幅居前。其中有色金属板块遭重挫，四川黄 金、赤峰黄金、铜陵有色、西部矿业等多股跌停。截至收盘，沪指跌2.48%，深成指跌2.69%，创业板 指跌2.46%。 ...

两市成交额:2.58万亿 市场热度:13 0 较上一日: -2508亿 今日预测量能: 0 50 100 2.58万亿 -2508亿 盘面上，全市场超4600只个股下跌，其中123只个股跌停。从板块来看，白酒概念反复活跃，皇台酒业3 连板，金徽酒3天2板，水井坊触及涨停。电网设备概念逆势走强，汉缆股份、白云电器、三变科技、保 变电气等多股涨停。 下跌方面，有色金属、油气、化工、煤炭、半导体等板块跌幅居前。其中有色金属板块遭重挫，四川黄 金、赤峰黄金、铜陵有色、西部矿业等多股跌停。存储芯片概念大跌，兆易创新、开普云跌停。 凤凰网财经讯 2月2日，市场全天震荡调整，三大指数均跌超2%，科创50指数跌超3%。截至收盘，沪指 跌2.48%，深成指跌2.69%，创业板指跌2.46%。沪深两市成交额2.58万亿，较上一个交易日缩量2508 亿。 | | | | | 沪深京重要指数 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 *● | 最新 | 涨幅% | | 涨跌 涨跌家数 | | 总手 | 现手 金额 | | 上证指数 | 4015.75 ...

Market Overview - The three major A-share indices collectively declined, with the Shanghai Composite Index falling by 2.48% to 4015 points, the Shenzhen Component Index down by 2.69%, and the ChiNext Index decreasing by 2.46% [1] - The total market turnover was 2.61 trillion yuan, a decrease of 255.8 billion yuan compared to the previous trading day, with over 4600 stocks declining and more than 100 stocks hitting the daily limit down [1] Sector Performance - International precious metals continued to plummet, leading to a wave of limit-downs in the precious and non-ferrous metals sectors, with companies like Hunan Gold and Xicheng Technology among over twenty stocks hitting the limit down [1] - The fertilizer and phosphate chemical sectors also saw declines, with Dongfang Iron Tower hitting the limit down [1] - The coal sector experienced a downturn, with Dayou Energy hitting the limit down [1] - The semiconductor sector faced significant losses, with Zhongwei Semiconductor and over ten other stocks dropping more than 10% [1] - Other sectors with notable declines included storage chips, steel, combustible ice, and chemical raw materials [1] - Conversely, the electric grid equipment and ultra-high voltage sectors rose against the trend, with stocks like Tongguang Cable and Baiyun Electric hitting the limit up [1] - The liquor industry showed strength, with Jinhui Liquor hitting the limit up [1] Index Performance - The Shanghai Composite Index closed at 4015.75, down 102.20 points or 2.48% [2] - The Shenzhen Component Index closed at 13824.35, down 381.54 points or 2.69% [2] - The ChiNext Index closed at 3264.11, down 82.24 points or 2.46% [2] - The STAR Market 50 Index fell by 3.88% to 1450.90 [2] - The CSI 300 Index decreased by 2.13% to 4605.98, while the CSI 500 Index fell by 3.98% to 8037.05 [2] Top Gainers - The top gainers included sectors such as liquor and tea, with liquor up by 1.83% and soft drinks by 0.18% [3] - The banking sector also showed a slight increase of 0.129% over five days [3] - Other sectors like highways and electric grid equipment had minimal changes, with highways up by 0.03% and electric grid down by 0.22% [3]

Investment Rating - The industry investment rating is "Outperform" [1] Core Views - Gold prices experienced extreme volatility, with a significant rise followed by a sharp decline due to market sentiment and external factors, but the nomination of Waller is not seen as a turning point for the market [2][12] - Copper prices are expected to stabilize after recent fluctuations, supported by strong fundamentals and low inventory levels, suggesting a buy-and-hold strategy for copper mining stocks [3][13] - Lithium prices have been declining, but demand is expected to increase due to new policies and seasonal factors, indicating potential for future price support [4][14] Summary by Sections 1. Weekly Research Insights - Gold: After a rapid increase, gold prices faced a sharp drop, but the overall upward trend remains intact for long-term investors [2][12] - Copper: The extreme market sentiment has subsided, and the fundamentals for copper remain strong, suggesting a hold on copper mining stocks [3][13] - Lithium: Inventory levels are decreasing, and new demand drivers are emerging, indicating a potential rebound in prices [4][14] 2. Sector Performance - The non-ferrous metals index increased by 3.70%, outperforming the market by 4.14%, ranking 4th among 30 sub-industries [16] - Top performers in the non-ferrous metals sector included gold, copper, and lead-zinc, with individual stocks like Hunan Gold showing significant gains [16][22] 3. Metal Prices and Inventory - New energy metals: Cobalt prices increased, while lithium prices decreased significantly [23][24] - Base metals: Domestic prices for copper, aluminum, and zinc rose, while lead prices slightly declined [33][35] - Precious metals: Gold and silver prices fell sharply, with gold down 4.7% and silver down 22.5% [47][48]

上市企业：河钢资源（000923）,海南矿业（601969）,金岭矿业（000655）,大中矿业（001203）,西部矿 业（601168）,鞍钢股份（000898）,太钢不锈（000825）,包钢股份（600010）,本钢板材（000761）,酒 钢宏兴（600307） 相关报告：智研咨询发布的《2026-2032年中国铁矿石行业市场全景评估及发展策略分析报告》 根据国家统计局数据显示：2025年12月中国铁矿石原矿产量为7935万吨，同比下降4.4%；2025年1-12月 中国铁矿石原矿累计产量为98371.5万吨，累计下降2.8%。 2020-2025年中国铁矿石原矿产量统计图 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 ...

2026年2月2日早盘，截至10:11，中证500质量成长指数下跌1.29%。成分股方面涨跌互现，网宿科技领 涨，杰瑞股份、宏发股份跟涨；白银有色领跌，西部矿业、湖南黄金跟跌。500质量成长ETF(560500)下 修调整。（文中所列示股票为指数成份股，仅做示意不作为个股推荐。过往持仓情况不代表基金未来的 投资方向，也不代表具体的投资建议，投资方向、基金具体持仓可能发生变化，投资需谨慎） 消息方面，中国1月RatingDog制造业PMI 50.3，前值 50.1。韩国1月制造业PMI 51.2，前值 50.1。日本1 月制造业PMI终值 51.5，初值 51.5。这些数据表明中日韩三国制造业均处于扩张区间，出口导向型及制 造业相关企业有望受益于区域经济活力提升。 2026年以来，A股稳步走强。有业内人士表示，企业盈利增长有望成为2026年A股市场的主导因素。无 论是美国的标普500指数还是中国的沪深300指数，其长期回报的主要贡献来源均是企业盈利的增长，而 非单纯的估值扩张。然而，过去A股市场的盈利增长尚未充分反映经济规模的增长。A股市场将进入关 键的成长阶段。 中国出口结构正在向高附加值升级，这将有助于企业 ...