Core Viewpoint - Western Gold (sh601069) reached its daily limit on January 28, 2026, with a price of 44.26 yuan, marking a 9.99% increase, and a total market capitalization of 40.321 billion yuan, driven by strong growth in gold business, inventory turnover, and expectations of rising gold prices [1] Group 1: Company Performance - The company's gold product revenue in Q3 2025 increased by 129.66% year-on-year, with a gross profit margin of 62.93%, indicating robust growth in the gold business as a key profit source [1] - The company accelerated cash flow improvement by selling accumulated gold concentrates through related party transactions [1] Group 2: Market Trends - Recent fluctuations in the international gold market have led to expectations of price increases, attracting more market attention to gold-related stocks [1] - On January 28, 2026, multiple stocks in the gold sector, including Chifeng Gold, experienced synchronized movements, creating a sector-wide effect [1] Group 3: Technical Analysis - Prior to the limit-up, the stock's MACD indicator formed a golden cross, suggesting positive technical momentum [1] - Data from Tonghuashun showed significant net buying from large orders on January 28, indicating the presence of institutional capital inflow, which contributed to the stock's limit-up [1]

据了解，有色矿业ETF招商(场内：159690；场外：026477)前三大权重品种铜（31%）、金（14%）、 铝（12%）合计占比近6成，龙头集中度高。还自带"杠杆属性"，被称为"周期放大器"：由于集中投资 上游资源龙头，在矿业公司成本相对固定时，有色金属价格上涨导致涨价部分几乎全是利润。因此形成 利润+估值双提升的"戴维斯双击"行情，净值涨幅数倍于商品本身。 风险提示：基金有风险，投资需谨慎。 消息面，据 Bitget 行情信息，现货黄金站上 5190 美元/盎司，日内涨 0.24%。现货白银向上触及 114 美 元/盎司，日内涨 1.54%。国金证券首席策略分析师牟一凌认为，对于商品而言，资产配置属性驱动了 本轮的上涨且当前定价并不极致，对冲美元风险下黄金储备有望继续上升，且商品计价的黄金股相对其 他资源股较为低估，有修复需求。 1月28日，金银继续上攻！数据显示，截至10时15分，有色矿业ETF招商(159690)放量涨超3%，成分股 白银有色、湖南黄金涨停、西部黄金、山东黄金涨幅居前。 | 官 - | 代码 | 有色型(ETF招商159690成分喜观 | | 估算权重 | | --- | --- | ...

Core Viewpoint - International gold prices continue to rise, reaching a new record high, which has positively impacted the Hong Kong stock market, particularly gold stocks [1] Group 1: Gold Price Movement - Spot gold prices have surged to $5,224 per ounce, setting a new historical record [1] - The decline of the US dollar index, which fell to 95.51, the lowest since February 2022, has contributed to the increase in gold prices [1] Group 2: Performance of Gold Stocks - Notable gold stocks such as Zhaojin Mining, Chifeng Jilong Gold, and Shandong Gold have all seen increases of over 4%, with some reaching historical highs [1] - The following are the performance metrics of key gold stocks: - Zhaojin Mining (01818): Up 4.58%, latest price at 40.180, market cap at 142.33 billion, YTD change of 30.71% [2] - Chifeng Jilong Gold (06693): Up 4.70%, latest price at 43.660, market cap at 82.97 billion, YTD change of 46.71% [2] - Shandong Gold (01787): Up 4.33%, latest price at 49.160, market cap at 226.62 billion, YTD change of 42.08% [2] - Other notable performers include: - WanGuo Gold Group (03939): Up 2.87%, YTD change of 73.53% [2] - Lingbao Gold (03330): Up 2.55%, YTD change of 43.61% [2] - Zijin Mining International (02259): Up 1.55%, YTD change of 62.05% [2]

现货黄金突破5200美元/盎司大关后，盘中再度突破5220美元/盎司关口，现报5205.84美元/盎司。 编辑丨瑜见 | 代码 | | 现价 | 涨跌幅 ▼ | 涨跌 | 换手率 | | --- | --- | --- | --- | --- | --- | | 300945 | 曼卡龙 | 22.72 | 10.34% | 2.13 | 10.95% | | 600916 | 中国黄金 | 12.27 | 10.04% | 1.12 | 1.58% | | 603900 | 莱绅通灵 | 10.53 | 10.03% | 0.96 | 10.14% | | 600655 | 豫园股份 | 5.82 | 10.02% | 0.53 | 1.04% | | 000506 | 招金黄金 | 25.93 | 10.01% | 2.36 | 7.07% | | 001337 | 四川黄金 | 66.86 | 10.00% | 6.08 | 7.92% | | 002155 湖南黄金 | | 30.58 | 10.00% | 2.78 | 0.15% | | 601069 西部黄金 | | 44.26 | 9.99% ...

| 代码 | 类型 名称 | | 现价 | | 涨跌 涨跌幅 ▼ | | --- | --- | --- | --- | --- | --- | | 159562 | 主 | 黄金股ETF | 3.224 | 0.153 | 4.98% | | 517400 | H | 黄金股票ETF | 2.342 | 0.111 | 4.98% | | 517520 | H | 黄金股ETF | 2.949 | 0.135 | 4.80% | | 159321 | H | 黄金股票ETF | 2.256 | 0.100 | 4.64% | | 159322 | H | 黄金股票ETF基金 | 2.377 | 0.102 | 4.48% | | 159315 | | 主 黄金股ETF工银 | 2.410 | 0.103 | 4.46% | 现货黄金再创新高，首次突破5200美元/盎司，本月累计涨超880美元，逾20%。 黄金概念股早盘走强，湖南黄金涨停，中金黄金、赤峰黄金涨超6%。 受盘面影响，黄金股相关ETF涨超4%。 有分析人士指出，美国方面反复无常的政策信号，进一步削弱了投资者对美元资产的信心，推动金价进 一步走强。 ...

Group 1 - International gold prices continue to rise, setting new records, which has positively impacted the Hong Kong stock market, particularly gold stocks [1] - Notable performers include Zhaojin Mining, Chifeng Jilong Gold, and Shandong Gold, all of which have increased by over 4%, while Tongguan Gold rose nearly 3% [1] - Several companies, including Chifeng Jilong Gold and Shandong Gold, have reached historical highs in their stock prices [1]

1月28日，A股早盘窄幅震荡，截至9:35，沪指涨0.10%，深成指跌0.10%，创业板指下跌0.17%。 东方证券认为，当前市场内生韧性较强，并非单纯依靠权重股拉动。当前随着上市公司年报预告进入披 露高峰，业绩影响将更加显著，结合年报业绩预告线索，当前业绩具备亮点且本轮涨幅偏低的行业主要 集中在AI硬件(北美算力、消费电子)、电池、医药等，值得投资者持续关注。 盘面上，贵金属概念延续强势，中国黄金4连板;半导体产业链再度走强，存储芯片领涨，气派科技、中 微半导涨超10%;算力产业链继续走高，美利云一字涨停。下跌方面，光伏、保险、医药等板块跌幅居 前。 贵金属概念延续强势，中国黄金4连板，湖南黄金3连板，四川黄金、赤峰黄金、招金黄金、豫光金铅、 盛达资源、兴业银锡跟涨。 点评：消息面上，现货黄金持续刷新历史新高，涨幅扩大至2.6%，报5142美元/盎司。现货白银站上113 美元/盎司。 机构观点 1、华西证券：保持慢牛上涨趋势不变 展望后市，信达证券认为，春节前流动性环境大概率较好，市场可能继续偏强，1月在资金情绪分化的 背景下可能会有一些波动，2月或是更确定的窗口期。 热门板块 1、算力租赁概念走强 算力租 ...

【贵金属概念集体高开 中国黄金4连板】智通财经1月28日电，贵金属概念集体高开，中国黄金4连板， 湖南黄金3连板，四川黄金、赤峰黄金、招金黄金、豫光金铅、盛达资源、兴业银锡高开。消息面上， 现货黄金持续刷新历史新高，涨幅扩大至2.6%，报5142美元/盎司。现货白银站上113美元/盎司。 转自：智通财经 ...

智通财经APP获悉，黄金股延续近期涨势，截至发稿，招金矿业(01818)涨2.92%，报39.54港元；赤峰黄 金(06693)涨2.88%，报42.9港元；山东黄金(01787)涨2.16%，报48.14港元。 消息面上，1月28日早盘，国际现货黄金突破5200美元/盎司关口，继续创下历史新高。匈牙利央行行长 瓦尔加表示，匈牙利可能考虑提高央行储备中黄金的占比。根据世界黄金协会1月最新数据，截止2025 年11月，匈牙利黄金储备为110吨，在外汇储备中占比是25.5%。而波兰央行已在当地时间1月20日表 示，已批准一项购买多达150吨黄金的计划，此举将使波兰的黄金储备总量增加到700吨。 中信证券首席经济学家明明表示，本轮贵金属牛市成因复杂，投资者对美联储宽松货币政策的预期是推 动贵金属价格上涨的最重要因素。此外，美国经济下行压力、美国通胀黏性、逆全球化趋势再抬头风险 以及全球地缘政治不确定性等因素也共同起到了推升贵金属价格的作用。 ...

港股恒生指数开盘涨0.73%，报27325.89点，恒生科技指数涨0.56%，报5786.66点，国企指数涨0.63%， 报9302.93点，红筹指数涨0.26%，报4299.98点。 大型科技股中，阿里巴巴-W涨0.35%，腾讯控股涨0.99%，京东集团-SW涨1.5%，小米集团-W平收，网 易-S涨0.97%，美团-W涨0.47%，快手-W涨0.63%，哔哩哔哩-W涨0.52%。 电力设备股高开，哈尔滨电气涨超2%；创新药概念活跃，先声药业涨超5%；黄金股普涨，赤峰黄金涨 超4%。零食巨头鸣鸣很忙首日上市涨逾88%；紫金矿业涨逾2%，新东方跌逾3%。 【隔夜外盘】 美股三大指数涨跌不一，道指跌0.83%，纳指涨0.91%，标普500指数涨0.41%并创收盘新高。热门中概 股涨跌互现，纳斯达克中国金龙指数收涨0.48%。 "七巨头"中六家上涨，英伟达、苹果涨超1%，微软、亚马逊涨逾2%，仅特斯拉一家下跌。费城半导体 指数涨2.4%，也收于历史新高。30只成分股中27家收涨。 金价再度刷新历史新高。现货黄金收涨3.3%，报5180.2美元/盎司；现货白银收涨7.92%，报112.16美元/ 盎司。 【隔夜资讯 ...