Core Insights - The A-share market showed mixed performance with the Shanghai Composite Index rising by 0.27% and the Shenzhen Component Index increasing by 0.09%, while the ChiNext Index fell by 0.57%. The total trading volume in the Shanghai and Shenzhen markets reached 29,650.88 billion yuan [1][7] - In the industry sector, non-ferrous metals, oil and petrochemicals, and coal led the gains, while sectors such as comprehensive, media, and national defense and military industry lagged behind. Concept sectors like gold, lead, and zinc saw significant increases, while monkeypox, cell immunotherapy, and newly listed tech stocks experienced declines [1][7] Important News - The Federal Reserve maintained its benchmark interest rate at 3.50%-3.75%, following three consecutive rate cuts of 25 basis points. This decision aligns with market expectations. The Fed noted signs of stabilization in the unemployment rate, while inflation remains relatively high, and economic uncertainty persists [2][8] Industry Analysis - The media industry experienced a strong performance in 2025, with the Shenwan Media sector rising by 27.17%, ranking ninth among Shenwan's first-level industries and outperforming the CSI 300 Index. The industry valuation (PE-TTM) has shown fluctuations but remains above the average level of the past seven years. Revenue and net profit for the first three quarters of 2025 showed steady growth, with year-on-year increases in Q3 [9][10] - The dual focus on IP and AI is reshaping the media industry. As consumer preferences shift from "functional" to "emotional value," there is a growing market for IP content and its commercialization. AI is recognized as a transformative technology with vast potential across various media sub-industries, driving new market developments [9][12] Investment Highlights - IP is categorized into content-based and image-based types, both of which can interchange to explore higher value and enhance commercialization through derivative products. Content-based IP includes literary and film adaptations, while image-based IP focuses on recognizable visual symbols [10][11] - The market for IP derivatives is experiencing explosive growth, driven by the rise of Generation Z consumers and the popularity of "emotional value" economics. Key product categories include collectibles and toys, which resonate with younger audiences' social and entertainment needs [12] - AI applications are expanding across multiple media sectors, enhancing content production efficiency and reducing costs. In gaming, AI is revolutionizing narrative and gameplay experiences, while in advertising, traditional marketing models are being restructured to adapt to new consumer information-seeking behaviors [14][13]

Market Overview - The A-share market is experiencing narrow fluctuations, with the Shanghai Composite Index closing at 4151.24, up 0.27%, and the Shenzhen Component Index at 14342.89, up 0.09% [2][4] - The ChiNext Index fell by 0.57%, indicating a mixed performance across different indices [2][4] Sector Performance - The top-performing sectors include non-ferrous metals, which rose by 5.92%, and oil and petrochemicals, which increased by 3.54% [3][4] - Conversely, sectors such as media and defense industry saw declines, with the media sector down by 1.77% [3][4] Concept Index Performance - The gold concept index led the gains with a rise of 7.54%, while the monkeypox concept index fell by 2.87% [3][4] - Other notable performers include lead and zinc metals, which increased by 6.92% and 6.91% respectively, while the flu concept index dropped by 2.26% [3][4] Future Outlook - The A-share market is expected to continue its structural trend, with a focus on sectors such as non-ferrous metals, technology growth, new energy, and dividend stocks [4][6] - The total asset of central enterprises is projected to exceed 95 trillion yuan by the end of 2025, with a profit total of 2.5 trillion yuan, which is expected to support the overall economic development [5]

1月28日晚间，多只黄金概念牛股发布公告，提示交易风险。中国黄金、四川黄金均表示，公司股价短 期涨幅较大，可能存在下跌风险。 多只牛股提示风险 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。 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。 Wind数据显示，截至1月28日21时，A股共有6家黄金白银行业上市公司对外披露2025年全年业绩预告， 6家公司全部预喜。 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 ...

商报讯(记者苗露)昨日，A股市场沪指、深成指冲高回落，创业板指高开低走，盘中一度跌超1%。截至 收盘，沪指涨0.27%，深成指涨0.09%，创业板指跌0.57%。沪深两市成交额2.99万亿元，较上一个交易 日放量708亿元。全市场超3600只个股下跌。 豫光金铅公告称，公司为有色金属冶炼行业，原料自给率较低，有色金属价格波动将会对公司盈利能力 产生影响。近期公司产品白银价格出现较大涨幅，未来白银价格能否继续上涨或维持高位存在不确定 性。 盘面上看，黄金、有色金属板块掀起涨停潮，油气、煤炭、化工、稀土行业走强。具体来看，资源股全 天领涨，贵金属、油气等方向爆发，中国黄金（600916）4连板，湖南黄金（002155）3连板，中曼石油 （603619）、晓程科技（300139）3天2板，四川黄金（001337）10天6板，招金黄金（000506）8天5 板，中国铝业（601600）涨停创16年新高。 黄金概念股集体暴涨 昨日上午，A股市场整体涨跌互现，主要行业板块和赛道方面，若按照申万一级行业划分，有色金属、 石油石化、煤炭等板块领涨，其中有色金属板块盘中涨幅一度达到5%。国防军工、汽车、电力设备、 医药生物等板 ...

消息面:现货黄金首次突破5200美元/盎司，年内累计涨幅超过20%。大规模冬季风暴引发美国天然气价 格飙涨，创三年来最高。多家品牌金饰克价大幅上调 老凤祥克价1620元。 欢迎您在评论中分享自己的看法，大家一起学习和讨论。 贵金属高开高走，截止午盘大涨10.26%，其中晓程科技20CM涨停，恒邦股份、招进黄金、四川黄金等 多股涨停。采掘行业、珠宝首饰、黄金概念、有色金属、稀缺资源等行业板块紧随其后，且涨幅均在 4%上方。 光伏设备低开低走陷入调整，截止午盘下跌2.74%，其中高测股份大跌8.1%，迈为股份、东方日升、泽 润新能等多股跌幅在7%上方。痘病毒防治、重组蛋白、生物制品、医疗器械等行业板块紧随其后，且 跌幅均在2%上方。 探底回升后回到中轴附近，截止午盘沪指上涨0.49%，深成指上涨0.09%，创业板指下跌0.37%。两市合 计超3500只个股上涨，合计成交额1.93万亿。 ...

Market Overview - The A-share market showed mixed performance on January 28, with the Shanghai Composite Index closing up by 0.27% at 4151.24 points, while the ChiNext Index fell by 0.57% to 3323.56 points. A total of 3640 stocks declined, indicating a significant loss effect in the market [1][4][10]. Sector Performance - Resource stocks, particularly in non-ferrous metals, coal, and petrochemicals, experienced strong gains, with the non-ferrous metal sector rising by 5.92% and coal by 3.42%. In contrast, sectors such as pharmaceuticals, commercial aerospace, and technology stocks faced declines [6][8][11]. - The non-ferrous metal sector saw a surge in individual stocks, with notable performances from companies like China Aluminum and Yunnan Copper, which hit their daily price limits [9][12]. Investment Sentiment - Recent market behavior reflects a shift from speculative trading to performance-driven investment, with a focus on earnings support rather than mere hype. This transition is attributed to a divergence between macro expectations and micro data, leading to cautious positioning among investors [3][13]. - Investors are advised to manage their positions carefully, especially as the earnings forecast period approaches, which may reveal significant performance risks for individual stocks [3][13]. Capital Flow - As of January 27, the margin financing balance in the Shanghai and Shenzhen markets stood at 2.72 trillion yuan, indicating a substantial level of leveraged investment [5]. Future Outlook - Analysts suggest that the market may continue to experience structural trends, with a potential focus on sectors benefiting from policy support and improving economic conditions. The upcoming earnings announcements are expected to influence market dynamics significantly [15][17].

当日晚间， 7 连 板白 银有色 发布股票交易风险提示公告称，公司主要业务为铜、铅、锌、金、 银等金属的采选、冶炼、加工及贸易。根据《2024年年度报告》，按照矿石原材料成本分类，公 司自有矿山原材料占原料总成本比重4.43%，外购原料占原料总成本比重95.57%，公司外购原料 占比较高。 黄金概念股的热度有点高！ 近期，国际金价持续大涨。今日（1月28日）盘中，现货黄金涨幅一度超过2%，并突破5300美 元/盎司，再创历史新高。 截至记者发稿，现货黄金日内涨幅收窄至1.55%。现货白银一度跳水 翻绿，现涨0.46%，此前一度涨超3%。 值得关注的是，在国际金价加速上行的背景下，A股黄金概念股近期也持续大涨。1月28日，黄 金概念股再度出现涨停潮，涨停个股数量超过30只。其中，白银有色7连板，四川黄金10天7板， 招金黄金8天6板，中国黄金、豫光金铅4连板，西部黄金6天3板。 1月28日晚间，多只黄金概念牛股发布公告，提示交易风险。白银有色、豫光金铅、四川黄金、 中国黄金均表示，公司股价短期涨幅较大，可能存在下跌风险；赤峰黄金、西部黄金也发布公 告，提示投资者注意二级市场交易风险。 多只黄金概念股紧急提示风险 ...

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 ...

股市有风险，投资需谨慎！本文仅为基于公开信息的客观分析，不构成任何投资建议。投资者应结合自 身风险承受能力，保持理性判断，敬畏市场风险，自主决策、审慎投资，自行承担投资风险。 2026年1月28日，贵金属（核心股）板块延续上涨浪潮，湖南黄金（002155）继续以一字涨停姿态，收 获连续的第三个涨停板，涨幅达10.00%。收盘价定格在30.58元/股，较前一交易日收盘价上涨2.78元。 交易数据显示，当日封单力度持续强劲，盘中封单量一度达到266.0万，资金买入意愿强烈。截至收 盘，全天成交额达1.08亿元，换手率仅0.23%，成为当日黄金板块内领涨的龙头股票之一。 本次湖南黄金实现三连板涨停，是基本面利好落地、行业情绪带动与短线资金多重因素叠加的结果，尤 为值得关注的是，公司近期多项核心信息密集释放，为股价上涨奠定坚实基础。1月26日公司复牌时披 露重大资产重组（核心股）公告，拟发行股份购买黄金天岳、中南冶炼100%股权并募集配套资金，此 次交易属于集团内部资产整合，将有效补齐产业链短板，进一步完善黄金全产业链布局；针对股价连续 异动，1月27日晚间公司发布交易异常波动公告，明确1月26日、27日连续两个交易 ...

6天3板西部黄金：经公司自查，目前未发现其他可能或已经对公司股票交易价格产生重大影响的媒体报 道或市场传闻。目前公司关注到黄金市场热度较高，黄金采选和冶炼是本公司主营业务之一，敬请广大 投资者理性投资、审慎决策，注意投资风险。 赤峰黄金：公司主营业务为黄金采选，目前内部生产经营秩序正常，内外部经营环境未发生重大变化。 近期，公司黄金产品的市场价格累计涨幅较大，预计将对公司经营业绩产生一定影响。 1月28日，A股黄金概念股再掀涨停潮。截至收盘，飞南资源、晓程科技、迪阿股份20%涨停，中国黄 金、白银有色、招金黄金、铜陵有色、湖南黄金、赤峰黄金等30多只个股涨停。 4连板豫光金铅：公司属有色金属冶炼行业，原料自给率较低，有色金属价格波动将会对公司盈利能力 产生影响。近期公司产品白银价格出现较大涨幅，未来白银价格能否继续上涨或维持高位存在不确定 性；若未来白银价格出现下跌，将会对公司业绩造成不利影响。 4连板中国黄金：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，敬请广大消费者理性决策，审慎投资。 晚间，多只概念股发布公告提示风险。 7连板白银有色：公司主要业务 ...