权威精选 1月28日，国际金价大涨，A股贵金属板块迎涨停潮，中国黄金、豫光金铅、中金黄金等20余股涨停。 贵金属概念股近日股价大幅上涨，1月28日晚，多家相关上市公司发布提示风险公告。 股价实现"4连板"的中国黄金1月28日晚间公告称，1月23日至1月28日期间，公司股票连续四个交易日涨 停，期间累计涨幅46.42%，上证指数同期累计涨幅0.7%，公司股价上涨幅度已显著偏离指数，公司股 票交易存在市场情绪过热情形，可能存在短期涨幅较大后的下跌风险。公司主营业务未发生变化，主要 从事黄金珠宝首饰研发、加工、零售、批发及回购等，未拥有探矿权、采矿权。经自查，截至本公告披 露日，公司日常经营情况正常，市场环境、行业政策未发生重大变化，不存在应披露而未披露的重大信 息。 股价实现"10天6板"的四川黄金1月28日晚间公告称，公司股票连续2个交易日收盘价格涨幅偏离值累计 超过20%，连续10个交易日内收盘价格涨幅偏离值累计超过100%，属于股票交易异常波动和严重异常 波动的情况。 公告称，公司可能面临以下风险：一是黄金价格波动风险：黄金价格受市场供求关系、全球宏观经济形 势及预期、美元走势、全球重大政治事件等多种因素影 ...

写在文章前的声明：在本文之前的说明：本文中所列的投资信息，只是一个对基金资产净值进行排行的客观描述，并无主观倾向性，也不是投资建议，纯属 娱乐性质。 一顿操作猛如虎，基金净值已更新，谁是基金中的王者，谁又垫底，请看数据： 28日开放式基金净值增长排名后10的基金分别是：前海开源人工智能主题混合C、前海开源人工智能主题混合A、银河和美生活混合C、银河和美生活混合 A、西部利得科技创新混合C、西部利得科技创新混合A、富荣信息技术混合A、富荣信息技术混合C、华富智慧城市灵活配置混合C、华富智慧城市灵活配 置混合A。 基金策略分析：上证指数高开低走补缺后三度上行均被超级主力无情击落微涨报收，创业板高开低走小阴报收，成交额是2.99万亿，个股涨跌家数比1739： 3640，涨跌停个股比84：28。 领涨行业：有色、石油、煤炭、建材、化纤涨幅逾2%； 领涨概念：黄金概念、种业、稀缺资源、可燃冰涨幅逾4%。 领跌行业：综合类、医疗保健、航空、广告包装跌幅逾2%。 净值增长较快的是西部利得策略优选混合A。 | 基金简称 PK | | | 最新净值得到重要的重要的 | | --- | --- | --- | --- | | 1 ...

Core Viewpoint - The recent surge in gold prices has led to significant stock price increases in the precious metals sector, prompting several companies to issue risk warnings regarding potential price corrections [1][2]. Group 1: Stock Performance and Risk Warnings - On January 28, multiple gold-related stocks, including China Gold and Sichuan Gold, experienced trading halts due to substantial price increases, with China Gold's stock rising by 46.42% over four consecutive trading days [2]. - Sichuan Gold reported a cumulative price deviation of over 100% across ten trading days, indicating severe stock price volatility [2]. - Companies like China Gold and Sichuan Gold have acknowledged that their stock prices have significantly diverged from market indices, suggesting a potential for short-term declines [2][3]. Group 2: Company Announcements and Financial Outlook - China Gold confirmed that its core business remains stable, focusing on gold jewelry development, processing, and retail, without any significant changes in market conditions or undisclosed information [2][3]. - Sichuan Gold highlighted risks associated with its single mining operation and limited resource reserves, which could impact its financial performance if gold prices fluctuate [3]. - Several companies in the precious metals sector, including Hunan Silver and Xiaocheng Technology, have projected positive earnings for 2025, with expected net profits showing significant year-on-year growth [5][6]. Group 3: Market Trends and Future Expectations - The overall market for precious metals is experiencing upward pressure, with six listed companies in the gold and silver sector forecasting positive earnings for 2025 [6]. - Hunan Silver anticipates a net profit of between 285 million to 385 million yuan, reflecting a growth of 67.88% to 126.78% compared to the previous year [5][7]. - Xiaocheng Technology expects a net profit increase of 93.32% to 179.24%, driven by higher gold production and favorable market conditions [5][7].

在国际金价大涨的带动下，今天上海 期货交易所黄金期货价格也创下历史新高。1月28日，沪金期货主 力合约高开高走，截至下午收盘，沪金期货主力合约上涨3.58%，2026年以来的涨幅超过20%。资本市 场方面，A股贵金属板块持续走强，今年以来，板块累计涨幅超88%，今天，贵金属板块掀涨停潮： 中 金黄金、 招金黄金、 赤峰黄金等多只个股涨停。业内人士表示，由于市场不确定性因素较多，短期而 言，金价波动可能有所加大，投资者需警惕回调风险。 ...

（央视财经《经济信息联播》）今天（28日），国际金价继续冲高，盘中先后突破每盎司5200美元和 5300美元整数关口，再创历史新高。在国际金价大涨的带动下，今天上海期货交易所黄金期货价格也创 下历史新高。 编辑：令文芳 国泰君安期货研究所首席咨询师 陶金峰：国际地缘政治的不确定性，也刺激了市场的避险和投资需 求。另外在去美元化的背景下，很多国家都开始抛售美国国债，增持黄金储备，央行的购金行为，客观 上也是对金价构成较强的一个支撑。 资本市场方面，A股贵金属板块持续走强，今年以来，板块累计涨幅超88%，今天，贵金属板块掀涨停 潮，中金黄金、招金黄金、赤峰黄金等多只个股涨停。业内人士表示，由于市场不确定性因素较多，短 期而言，金价波动可能有所加大，投资者需警惕回调风险。 转载请注明央视财经 | 选股erv 2 机构增仓 | 热点追击 | 高成长性 | 机构推荐 | >> | | | --- | --- | --- | --- | --- | --- | | 隐藏传 53 | aum 沪会干连 | | | | 下载东方 | | A - 3.0570 | 1186.20 | +40.96 +3.58% | | 自选十 ...

股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：小讯 2026年1月28日，黄金板块迎来全面爆发，中金黄金（600489）当日强势拉升封死涨停板，涨幅达 10.00%，股价上涨3.43元，最终以37.71元收盘价。交易数据显示，资金交易情绪高涨，当日总成交额 高达67.15亿元，总市值成功突破1828亿元。凭借强劲表现成为当天黄金板块最亮眼的个股之一，市场 关注度持续飙升。 综合各方公开信息及市场动态梳理，本次中金黄金的的核心驱动逻辑可概括为多重因素的共振叠加。其 一，业绩利好持续发酵是核心支撑，年度业绩预增公告明确了全年41.76%到59.48%的净利润增幅，上 年同期相比，同比增加41.76%-59.48%，盈利增长逻辑得到市场广泛认可，吸引价值型资金进场布局。 其二，板块行情联动带动是重要助力，国际现货黄金突破历史新高，沪金主力合约同步走强，黄金概念 （核心股）板块爆发，中金黄金作为黄金概念龙头企业，凭借行业地位与核心竞争力，自然成为市场资 金布局的核心。其三，短期赚钱效应吸引了大量投机资金入场，形成"越涨越买"的正向循环，短期资金 炒作进一步放大了涨幅，同时市场对公司治理改革落地、后续资产注入 ...

Core Viewpoint - The precious metals sector in A-shares has experienced a significant surge, with multiple stocks hitting the daily limit up, driven by strong international gold and silver prices and robust company earnings forecasts [2][3][4]. Group 1: Precious Metals Sector Performance - The precious metals sector has seen a remarkable performance in 2023, with stocks like Sichuan Gold achieving 7 limit-ups in 10 trading days, and Hunan Silver, Sichuan Gold, and Xiaocheng Technology all doubling in value [3][4]. - As of January 28, 2023, the year-to-date gains for Hunan Silver, Sichuan Gold, and Xiaocheng Technology were 180.35%, 139.99%, and 132.54% respectively, significantly outperforming the broader market index [3][4]. - The surge in the sector is attributed to the continuous rise in international gold and silver prices, which have reached historical highs, alongside strong earnings forecasts from listed companies [3][4][12]. Group 2: Company Earnings and Growth - Hunan Silver has shown impressive revenue growth, with projected revenues of 33.94 billion yuan in 2022, 51.39 billion yuan in 2023, and 83.13 billion yuan in 2024, reflecting year-on-year growth rates of 70.59%, 51.43%, and 61.76% respectively [6]. - Sichuan Gold's revenue has fluctuated but is on an upward trend, with a projected revenue growth rate of 49.43% for the first three quarters of 2025 [7]. - Xiaocheng Technology is also performing well, with expected year-on-year growth rates of 47.71% and 59.66% for 2024 and the first three quarters of 2025 respectively [7]. Group 3: Market Dynamics and Future Outlook - The strong performance of the precious metals sector is supported by a dual resonance of capital and fundamentals, with increased market activity and investment interest [7][12]. - The international gold price has shown a significant increase of nearly 70% in 2025, with spot gold prices surpassing 5,250 USD per ounce, marking a historical high [12]. - The price of silver has also reached a record high of over 116 USD per ounce, benefiting from its dual role as both a precious and industrial metal [12].

Performance Highlights - State Grid Yingda (600517.SH) expects a net profit of 2.3 billion to 2.75 billion CNY, a year-on-year increase of 46.10% to 74.69%[3] - Zhongjin Gold (600489.SH) anticipates a net profit of 4.8 billion to 5.4 billion CNY, reflecting a growth of 41.76% to 59.48%[4] - Shenzhen South Circuit (002916.SZ) projects a net profit of 3.154 billion to 3.342 billion CNY, with an increase of 68% to 78%[5] - Electric Investment and Financing (000958.SZ) forecasts a net profit of 3 billion to 3.5 billion CNY, a significant rise of 187.37% to 235.26%[6] - Oriental Securities (600958.SH) expects a net profit of 5.62 billion CNY, up 67.8% year-on-year[9] Industry Trends - AI and high-end manufacturing are driving growth, with companies like Shenzhen South Circuit and Huadian Electric benefiting from AI computing upgrades[47] - Resource prices are showing differentiation, with gold, tungsten, and lithium companies like Zhongjin Gold and Xiamen Tungsten experiencing performance recovery due to strategic resource demand[48] - The financial sector is witnessing a dual trend of stability and transformation, as seen in Oriental Securities and Guotai Junan's performance amid market activity[49] - The recovery in consumer and service industries is highlighted by Wanda Film's return to profitability, indicating a rebound in content and experiential consumption[50] - The pharmaceutical sector is experiencing significant differentiation, with companies like Chengdu Xian Dao achieving high growth through innovation, while others like Bichang Pharmaceutical face competitive pressures[51]

Core Viewpoint - The international gold price has surged dramatically, with spot gold reaching a historical high of $5,285.66 per ounce, leading to a significant increase in gold-related ETFs in the domestic market, which have seen rare daily limit-ups [2][3]. Group 1: Gold Price Surge - On January 28, international gold prices broke through key thresholds of $5,000, $5,100, and $5,200, approaching $5,300 [2]. - The domestic market has seen gold-themed ETFs, both linked to gold prices and A-share gold stocks, experiencing unprecedented daily limit-ups [2][3]. Group 2: ETF Performance - As of January 28, there are 20 gold-themed ETFs in the market, with 14 being gold ETFs and 6 being gold stock ETFs, the latter gaining significant attention from investors [3]. - Major gold stock ETFs, such as Guotai Fund's Gold Stock ETF (517400), saw a 10% increase, while others like Huazhang Fund and Industrial Bank Fund also reported gains of around 9% to 10% [3][4]. Group 3: Investment Trends - The investment logic surrounding gold has shifted, with high gold prices making it a luxury for ordinary investors, leading to increased interest in gold stock ETFs, which are relatively low in net value [3][4]. - The six gold stock ETFs have shown impressive performance, with returns exceeding 50% since January 2026, and all six have doubled in value over the past year [4]. Group 4: Market Dynamics - The surge in gold stock ETFs is attributed to the performance of A-share gold mining stocks, which have also experienced limit-ups in recent trading sessions [5][6]. - Institutional perspectives support the bullish outlook on gold prices, with expectations of continued demand from central banks and asset allocation trends [6][7]. Group 5: Fund Flows - Despite a general outflow of over 480 billion yuan from the stock ETF market, gold and precious metal ETFs have continued to attract significant inflows [8][9]. - As of January 27, gold-themed ETFs have seen a substantial increase in total assets, with commodity gold ETFs growing by 29.71% and stock gold ETFs by over 75% since the end of last year [9].

证券代码：600489 证券简称：中金黄金 公告编号：2026-002 中金黄金股份有限公司 股票交易异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 经公司自查，公司目前生产经营活动一切正常，内外部经营环境未发生重大 变化。 （二）重大事项情况 经公司自查并向公司控股股东黄金集团核实：黄金集团根据对公司作出的非 1 中金黄金股份有限公司（以下简称公司）股票于 2026 年 1 月 26 日、1 月 27 日、1 月 28 日连续 3 个交易日内日收盘价格涨幅偏离值累计超过 20%。根据《上海证券交易所交易规则》的相关规定，属于股票交易异 常波动情形。 经公司董事会自查及发函问询公司控股股东中国黄金集团有限公司（以 下简称黄金集团），黄金集团根据对公司作出的非竞争承诺，计划将目 前孵化较成熟的内蒙金陶、河北大白阳、辽宁天利和辽宁金凤四家企业 注入公司，内容详见：《中金黄金股份有限公司关于筹划收购股权暨关 联交易的提示性公告》（公告编号：2025-023）。截至本公告披露日，不 存在应披露而未披露的重 ...