本周A股市场主要股指表现分化。上证指数全周微跌0.44%，深证成指下跌1.62%，而中证红利指数上涨1.58%，上证50指数涨1.13%。 上证报中国证券网讯（记者 汪友若）本周A股市场主要股指表现分化。上证指数全周微跌0.44%，深证成指下跌1.62%，而中证红利指数上涨1.58%，上证50 指数涨1.13%。 Go-Goal ETF数据显示，近期资源类与科技类行业主题ETF持续受到资金关注。巴西ETF本周涨幅居首，单周涨幅22.5%。巴西ETF大涨因其跟踪的巴西 IBOVESPA指数本身表现优异，在1月底创下历史新高，核心成分股如淡水河谷和巴西石油公司受大宗商品价格上涨推动而走强。不过目前这只ETF溢价率 达15.04%。 | 序号 | 代码 | 场内名称 | 阶段涨幅 | | --- | --- | --- | --- | | 1 | 159100 | Hotel F To | 22.50% | | 2 | 513310 | 中韩半导体ETF To | 17.14% | | 3 | 520870 | 巴西ETF易方达 To | 12.55% | | র্ব | 159321 | 黄金股票ETF | 9. ...

本周，巴西ETF以22.5%的单周涨幅位居榜首。这一显著增长主要归因于巴西IBOVESPA指数在1月底创 下历史新高，以及核心成分股如淡水河谷和巴西石油公司的强劲表现。这些公司的股价受到大宗商品价 格上涨的积极推动。 此外，中韩半导体、黄金股票、油气、能源以及科创板人工智能等ETF也表现不俗，位居涨幅前列。 MACD金叉信号形成，这些股涨势不错！ 巴西ETF本周涨幅领先，单周上涨22.5%，主要得益于巴西IBOVESPA指数创新高及核心成分股的强劲 表现。 （来源：财闻） ...

28 January 2026 | 7:31PM HKT Equity Research CHINA METALS & MINING: BASE METALS Raising earnings on higher copper and gold prices; Maintain Buy on Zijin and CMOC We revise up earnings by 9-33% for 2026-27E for Chinese copper and gold stocks under our coverage by incorporating the latest commodity price forecast from the global team and the latest company updates. We remain positive on copper and gold names under our coverage. Our preferred names are Zijin and CMOC as both companies will not only benefit fro ...

欧洲股市小幅走高，矿业股追随大宗商品价格的涨势而跑赢。 斯托克欧洲600指数收涨0.2%。公用事业股涨幅也位居前列，而旅游休闲板块则因美国和中东航班扰动 以及瑞安航空谨慎的业绩指引而承压。 在特朗普取消对欧洲国家征收与格陵兰相关的关税计划后，该欧洲基准股指上周已部分收复跌幅。投资 者将密切关注最新的财报，以评估消费者需求的韧性。 贝伦贝格银行多元资产策略与研究主管Ulrich Urbahn表示，鉴于投资者对财报的预期"较为谨慎"，他们 对第四季度财报季的反应可能较为乐观，这凸显了"股市的积极环境"。 周三，美联储预计将维持利率不变，同时市场关注的焦点也将集中在谁将接任美联储主席一职。特朗普 预计最早在本周就会公布人选。 个股方面，纳思德上涨6.1%，摩根士丹利将对该芬兰能源集团的评级上调至"增持"，称其股价在2025年 强劲上涨之后仍有进一步跑赢的空间。Teleperformance股价下跌7.7%，CIC Market Solutions下调了这家 法国呼叫中心运营商的评级及目标价。 MACD金叉信号形成，这些股涨势不错！ MACD金叉信号形成，这些股涨势不错！ 责任编辑：李桐 责任编辑：李桐 欧洲股市小幅 ...

（记者 曾健辉） 每经AI快讯，天津普林1月26日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润450万元 ~650万元，同比下降80.81%~86.71%；基本每股收益0.02元~0.03元。业绩变动主要原因是，大宗商品价 格上涨，导致原材料成本上涨，毛利率下降。泰和电路科技（珠海）有限公司尚处于客户陆续认证导入 中，产能未能充分释放。 每经头条（nbdtoutiao）——国际金价冲破5000美元！7年涨了280%，什么时候才见顶？专家：关键还 看美元，重点关注国际货币体系、降息和科技革命 ...

（来源：财闻） 中国是镍矿进口大国。2025年1月—11月份，中国镍矿进口总量为4027.04万吨，同比增长10.10%。 根据船舶的AIS轨迹，"DEVON BAY"轮上一个挂靠港口为是位于菲律宾北三宝颜省古塔拉克市的卡普 南码头，据称，该码头与当地的一个镍矿项目相关。 据海南海事部门向媒体披露，该船载有约5.1万吨的镍矿，公开资料显示，"DEVON BAY"轮载重吨约 56000吨。 中国是镍矿进口大国。2025年1月—11月份，中国镍矿进口总量为4027.04万吨，同比增长10.10%。去年 底来，受全球大宗商品价格上涨带动，LME镍也持续上涨，12月份涨12.95%，今年截至1月23日，涨幅 达到12.48%。 根据"中国海警"公众号官方通报，1月23日1时34分，中国海警接海南省三沙市海上搜救中心通报，一艘 外籍货轮在中国黄岩岛西北55海里处倾覆，船上共有21名菲律宾籍船员。事发后，中国海警立即派遣2 艘海警舰赴失事海域展开搜救。遇险的船舶"DEVON BAY"轮由日本船东川崎汽船（K-Line）通过其位 于新加坡的船东公司 K Line Pte Ltd所有。 ...

20日亚洲交易时段，受美国威胁对欧洲多国加征关税推高投资者避险需求影响，国际贵金属价格继续走 高，纽约黄金期货价格当天盘中一度突破每盎司4700美元，白银期货价格最高一度触及每盎司94.75美 元，国际金价和银价再次刷新盘中历史新高。 截至北京时间20日13时40分，纽约商品交易所交投最活跃的2月黄金期价报4710.11美元/盎司，涨幅达 2.5%；交投最活跃的3月白银期价报94.42美元/盎司，涨幅达6.64%。 在许多网络社交平台，水贝"投资铜条"也引起了热议，还流传出许多"投资铜条"实物图。 深圳水贝是国内最大的黄金珠宝集散地，就在这个月，金座、银座、特力等市场的不少商家试探性地推 出了纯铜999.9的投资铜条，规格有500克和1000克，不过以1000克居多，一根1000克的投资铜条的报价 从180元至280元。 在杭州市场，也有投资客开始关注投资铜条。杭州老福林打金店老板老林说，今日有客人在买银条时候 提到最近铜在涨价，问店里有没有投资铜条卖。"在大众认知里铜很廉价，买得少没有多少增值，买得 多又没地方放，以后回收也是个问题。" 那么，投资铜条的交易情况到底如何？ 一位水贝商家说，这两天问的人比较多 ...

Group 1 - The core viewpoint of the news is that Wanhua Chemical's price for butyl acrylate in Northeast China has increased by 200 yuan/ton to 8210 yuan/ton, reflecting a 2.5% rise, indicating tightening regional spot supply or strengthening demand [1][5][6] - The price increase of butyl acrylate is beneficial for the entire acrylic acid industry chain, as it is a major derivative of acrylic acid, suggesting that the spot price of acrylic acid is likely to rise in the short term [2][6] - The production profit expansion from butyl acrylate will stimulate the procurement demand for acrylic acid, supporting the upward movement of spot prices, although there is a need to monitor downstream acceptance to avoid potential substitution effects [3][7] Group 2 - The pricing mechanism for bulk commodities is based on big data and pricing models, which can determine transaction settlement prices for specified dates or average prices over specified periods [3][7] - The pricing formula includes an adjustment coefficient and a premium or discount that accounts for logistics costs, brand price differences, and regional price differences [4][8]

Group 1 - The core viewpoint of the articles highlights the strong performance of mining stocks driven by rising prices of gold, silver, and copper, attributed to geopolitical tensions and a resurgence in demand for safe-haven assets [1][3] - The NYSE Arca Gold Miners Index has increased by approximately 12% since the beginning of 2026, outperforming the 6.9% rise in spot gold and the 0.7% increase in the S&P 500 [1] - Analysts predict that leading mining companies like Newmont Corporation (NEM.US) and Agnico Eagle Mines (AEM.US) will see their adjusted diluted earnings per share grow by over 85% year-on-year, contributing to investor interest in mining stocks despite concerns about the sustainability of gold price increases [3] Group 2 - Analyst Grant Sporre forecasts that spot gold prices could rise to $5,000 per ounce by the end of the year, although factors such as a pause in interest rate hikes by the Federal Reserve and a strong dollar may limit upward movement [4] - Silver and copper mining companies are also benefiting from the rising prices, with silver experiencing higher volatility and price increases driven by gold, while copper prices are supported by supply disruptions and increased inventory concerns due to tariff worries [4] - As mining profits rise, investor focus is shifting to companies' capital allocation strategies, with concerns that excessive spending on acquisitions during peak industry cycles could pressure stock prices [7]

Core Viewpoint - The A-share annual report performance forecast season is witnessing an unusual trend where companies announcing losses are doing so simultaneously with those reporting gains, breaking the traditional pattern of early positive disclosures and delayed negative ones [1][2]. Group 1: Pre-Loss Companies - As of January 13, 2026, 105 companies have released performance forecasts for 2025, with 57 companies (54.29%) announcing losses, including 42 continuing losses and 15 first-time losses [1][3]. - The losses are concentrated in traditional cyclical industries, particularly real estate, where all six companies that disclosed forecasts reported losses, resulting in a 100% loss rate [3]. - Leading real estate company Greenland Holdings is projected to incur a net loss of 16 billion to 19 billion yuan for 2025, marking its third consecutive year of losses due to declining asset prices and insufficient market demand [3][4]. Group 2: Pre-Gain Companies - In contrast, companies reporting gains are primarily from resource and technology sectors, benefiting from rising commodity prices and technological innovations [8]. - The non-ferrous metals industry is a key driver of profit growth, with Zijin Mining expected to achieve a net profit of 51 billion to 52 billion yuan, a year-on-year increase of 59% to 62% [9]. - Technology firms like Sanhua Intelligent Control are also expected to see significant profit increases, with projected growth of 25% to 50% due to advancements in automotive components for new energy vehicles [9][10]. Group 3: Market Dynamics - The unusual disclosure pattern is attributed to increased regulatory pressure and a push for greater market transparency, encouraging companies to disclose negative information earlier to mitigate stock price volatility [14]. - Economic factors and industry cycles are contributing to a widening loss landscape, with demand falling short of expectations, particularly in traditional consumer sectors [14]. - Market sentiment is improving, with expectations for a recovery in corporate earnings in 2026, driven by increased investor confidence and capital inflows [15].