来源：新浪证券-红岸工作室 1月15日，洛阳钼业涨3.22%，成交额73.04亿元，换手率1.75%，总市值5145.33亿元。 洛阳钼业目前在新浪财经客户端A股市场人气排名第29名。 异动分析 金属钴+金属铜+金属镍+小金属概念+黄金概念 1、本公司为全球第二大钴生产商，钴产品为氢氧化钴，于国际市场销售。 2、本公司属于有色金属采矿业，主要从事铜、钼、钨、钴、铌、磷等矿业的采选、冶炼、深加工等业 务，拥有较为完整的一体化产业链条，是全球前五大钼生产商及最大钨生产商、全球第二大钴、铌生产 商和全球领先的铜生产商，同时也是巴西境内第二大磷肥生产商。 3、2025年半年报，本集团全资子公司洛钼控股与NewstrideLimited 签订股权转让协议，约定以 1,125.87 美元的对价受让沃源控股有限公司 ( 沃源控股 )100% 股份，从而间接取得沃源控股持有的华越镍钴 21% 股份。 2020 年 7 月 25 日，洛钼控股通过沃源控股认购华越镍钴新增注册资本的方式将对 华越镍 钴持有的股权增持至 30% 。沃源控股向华越镍钴派驻一名董事及一名监事，因具有重大影响，故作为 联营企业核算。 4、公司主营业务为钼 ...

Group 1 - The stock of Tongdao Liepin (06100) rose by 10.17%, reflecting market recognition of its "AI recruitment strategy" and "financial stability" [1] - The restaurant sector saw significant gains, with Haidilao (06862) up 7.7%, Jiumaojiu (09922) up 5.38%, and Helens (09869) up 6.67%, driven by demand recovery since early 2023 [1] - Voice Technology (02495) surged over 10% after announcing a share issuance of 6.73 million shares at HKD 46.3 each, with approximately 50% of the proceeds allocated for R&D [1] Group 2 - Alibaba-W (09988) increased by nearly 5%, following announcements at the 2025 Cloud Summit regarding changes to hardware infrastructure in response to new market demands [1] - Hua Hong Semiconductor (01347) rose over 5.3% after announcing a plan to acquire approximately 97.5% of Huali Micro for CNY 8.268 billion [2] - Jiufang Zhitu Holdings (09636) saw an increase of nearly 8%, attributed to active market trading with a daily turnover reaching CNY 3.6 trillion [2] Group 3 - Jingtai Holdings (02228) rose over 5.5%, with a month-to-date increase of nearly 50%, following the successful dual approval of its incubated company ReviR's innovative drug RTX-117 [2] - Xun Ce (03317) briefly rose over 6%, reaching a new high of HKD 68, due to a strategic cooperation framework agreement with Jinyong Investment [2] - Alibaba Health (00241) surged over 14.2%, with a month-to-date increase exceeding 30%, following the announcement of a milestone solution in the infant vascular tumor treatment field [3] Group 4 - Bitcoin rose over 2.5%, reaching USD 93,500, with Bitcoin-related stocks also increasing, including MSTR up 6.63% and COIN up 4% [4] - GCDT, a green decarbonization technology company, saw its stock price surge 25% after its IPO, which aims to raise approximately USD 10 million for factory construction and debt repayment [4] - Lithium giant Albemarle (ALB.US) rose 4.46%, with analysts noting a reduction in concerns over its balance sheet as it achieves leverage optimization [4] Group 5 - Gold concept stocks showed mixed performance, with AngloGold Ashanti (AU.US) up 1.11% and Barrick Mining (B.US) up 1.39%, while some others declined [5] - Google (GOOGL.US) increased by 1.24% following a significant partnership with Apple to advance AI technology, with Google's Gemini model becoming a core support for future Apple devices [5] - Payment concept stocks continued to decline, with major banks also falling, amid concerns over potential impacts from proposed credit card interest rate caps [6] Group 6 - Intel (INTC.US) and AMD (AMD.US) saw initial gains of 7.33% and 6.39%, respectively, after KeyBanc Capital Markets upgraded their ratings to "overweight" [6] - Rezolve AI (RZLV.US) fell 9.23% despite raising its long-term revenue forecast, indicating significant commercialization progress [7] - Satellogic (SATL.US) declined 1.11% after a previous surge, following the announcement of a contract for two high-resolution satellites [7]

智通财经APP获悉，周二，黄金概念股普涨，AngloGold Ashanti(AU.US)涨逾2%，科尔黛伦矿业 (CDE.US)、哈莫尼黄金(HMY.US)、Barrick Mining(B.US)涨逾1%。消息面上，1月13日盘中，现货黄金 触及每盎司4631.34美元的历史新高。世界黄金协会表示，从技术角度来看，黄金当前尚未被超买，只 有当金价突破4770美元/盎司时，才会进入显著超买区间。道富投资管理公司策略师在报告中指出，基 于近期的价格动能与地缘政治动态，现货黄金今年突破5000美元/盎司的概率现已超过30%。 ...

Group 1 - The A-share market is experiencing mixed performance across sectors, with AI applications, gold, and CRO concept stocks active, while commercial aerospace concept stocks have significantly declined [1] - The A500ETF fund (512050) showed a notable afternoon surge, narrowing its decline to 0.24% by 13:58 [1] - Key holdings in the AI medical sector, such as Meinian Health and Weining Health, are leading gains, while stocks in the commercial aerospace sector, including Aerospace Development and Aerospace Electrical, hit the daily limit down [1] Group 2 - The A500ETF fund (512050) is designed to help investors capture growth opportunities in A-share core assets, tracking the CSI A500 Index with a dual strategy of "industry balanced allocation + leading selection" [2] - The fund emphasizes sectors like AI, biomedicine, and new energy, creating a natural barbell investment structure [2] - Key highlights of the fund include a low fee rate of 0.2%, high liquidity with daily trading volume exceeding 5 billion, and a leading scale of over 40 billion [2]

格隆汇1月13日｜国际金银价格再度走高，带动A股市场黄金概念股走强。截至半日收盘，明牌珠宝涨 停，湖南白银触及涨停，晓程科技涨超8%，山金国际、福达合金涨超6%，国城矿业、白银有色、南矿 集团涨超5%，山东黄金、宝鼎科技、盛达资源、潮宏基、招金黄金、江西铜业涨超4%。 消息面上，在美联储主席鲍威尔抛出"正在接受刑事调查"的重磅消息后，交易员将其解读为美国总统特 朗普意图削弱美联储政治独立性的信号，风险偏好迅速降温，金银价格走高。现货黄金昨日盘中创出历 史新高价4630美元/盎司，再创历史新高；现货白银一度突破86美元/盎司，亦创历史新高。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 ...

格隆汇1月13日｜国际金银价格再度走高，带动A股市场黄金概念股走强。截至半日收盘，明牌珠宝涨 停，湖南白银触及涨停，晓程科技涨超8%，山金国际、福达合金涨超6%，国城矿业（维权）、白银有 色（维权）、南矿集团涨超5%，山东黄金、宝鼎科技（维权）、盛达资源、潮宏基、招金黄金、江西 铜业涨超4%。 消息面上，在美联储主席鲍威尔抛出"正在接受刑事调查"的重磅消息后，交易员将其解读为美国总统特 朗普意图削弱美联储政治独立性的信号，风险偏好迅速降温，金银价格走高。现货黄金昨日盘中创出历 史新高价4630美元/盎司，再创历史新高；现货白银一度突破86美元/盎司，亦创历史新高。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 600170 | 上海建工 | | 10.14 | 270亿 | 14.72 | | 002574 | 明牌珠宝 | 1 | 10.08 | 36.91亿 | 24.38 | | 002716 | 湖南日银 | 1 | 9.90 | 260亿 | 33.09 | | 300139 | 晓程科技 ...

每经AI快讯，1月13日，黄金概念持续走强，上海建工、明牌珠宝、湖南白银涨停，晓程科技涨超 12%，山金国际、白银有色、宝鼎科技、潮宏基等跟涨。 （文章来源：每日经济新闻） ...

黄金概念持续走强，上海建工、明牌珠宝、湖南白银涨停，晓程科技涨超12%，山金国际、白银有色、 宝鼎科技、潮宏基等跟涨。 ...

Core Viewpoint - Luoyang Molybdenum Co., Ltd. is a leading player in the non-ferrous metal mining industry, with significant production capabilities in cobalt, copper, tungsten, and gold, and is actively expanding its gold business to enhance revenue and profit contributions. Group 1: Company Overview - Luoyang Molybdenum is the second-largest cobalt producer globally, primarily selling cobalt products like cobalt hydroxide in international markets [2] - The company operates in the non-ferrous metal mining sector, focusing on the extraction, smelting, and deep processing of metals such as copper, molybdenum, tungsten, cobalt, niobium, and phosphorus, and is among the top five molybdenum producers and the largest tungsten producer [2] - The company has a comprehensive integrated industrial chain and is also the second-largest producer of niobium and a leading copper producer globally [2] Group 2: Financial Performance - For the first nine months of 2025, Luoyang Molybdenum achieved a revenue of 145.485 billion yuan, a year-on-year decrease of 5.99%, while net profit attributable to shareholders increased by 72.61% to 14.280 billion yuan [8] - The company has distributed a total of 21.562 billion yuan in dividends since its A-share listing, with 10.576 billion yuan distributed over the past three years [9] Group 3: Production and Growth Prospects - The company holds an 80% stake in the NPM copper-gold mine in Australia, with gold equity production of 16,000 ounces in 2022 and a guidance of 25,000 to 27,000 ounces for 2023, representing a year-on-year increase of 56% to 69% [3] - In 2025, the company successfully completed the acquisition of Ecuador's Odin Mining (Kaigehaos Gold Mine) and is advancing development work, with plans to commence production before 2029 [3] Group 4: Market Activity - On January 7, Luoyang Molybdenum's stock rose by 1.34%, with a trading volume of 5.92 billion yuan and a turnover rate of 1.54%, bringing the total market capitalization to 470.033 billion yuan [1] - The stock is ranked 38th in terms of popularity in the A-share market on Sina Finance [1]

来源：新浪证券-红岸工作室 1月6日，中国黄金涨0.49%，成交额1.82亿元，换手率1.32%，总市值137.76亿元。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 异动分析 资金分析 央企国企改革+黄金概念+中字头股票+国企改革 1、公司最终控制人为国务院国有资产监督管理委员会 2、公司的主营业务是黄金珠宝产品的销售和委托加工。主要产品包括黄金产品、K金珠宝类产品等。 3、公司为中字头股票，公司实控人为国资委或中央国有企业或中央国家机关。 今日主力净流入1112.74万，占比0.06%，行业排名1/15，该股当前无连续增减仓现象，主力趋势不明 显；所属行业主力净流入1713.77万，当前无连续增减仓现象，主力趋势不明显。 4、公司属于国有企业。公司的最终控制人为国务院国有资产监督管理委员会。 公司简介 资料显示，中国黄金集团黄金珠宝股份有限公司位于北京市东城区安外大街柳荫公园南街1号，成立日 期2010年12月16日，上市日期2021年2月5日，公司主营业务涉及中国黄金是国内专业从事"中国黄金"品 牌黄金珠宝产品研发、设计、生产、销售、品牌运营的大型企业,是中国黄金集 ...