| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600382 | 广东明珠 | 9.52 | -0.10% | 38.92万 | 3.61亿 | | 600295 | 鄂尔多斯 | 15.82 | -1.25% | 16.63万 | 2.60亿 | | 600516 | 方大灰素 | 5.75 | -4.33% | 111.00万 | 6.41亿 | | 001203 | 大中矿业 | 28.53 | -5.53% | - 34.93万 | 2006.6 | | 000655 | 金岭矿业 | 10.56 | -5.55% | 37.09万 | 3.89亿 | | 601121 | 宝地矿业 | 8.37 | -5.74% | 48.53万 | 4.08亿 | | 000923 | 河钢资源 | 24.17 | -8.52% | 30.68万 | 7.51亿 | | 000629 | 钢钛股份 | 3.83 | -8.59% | 430.85万 | 16.61亿 | 从资金流向上来看，当日冶钢原 ...

证券之星消息，1月29日冶钢原料板块较上一交易日下跌0.39%，钒钛股份领跌。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。冶钢原料板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000923 河钢资源 | | 6982.75万 | 7.36% | -577.78万 | -0.61% | -6404.97万 | -6.75% | | 600295 | 鄂尔多斯 | 2417.30万 | 6.59% | -61.25万 | -0.17% | -2356.06万 | -6.42% | | 001203 大中矿业 | | 1954.14万 | 2.15% | 1145.55万 | 1.26% | -3099.69万 | -3.42% | | 601121 宝地矿业 | | 1089.19万 | 1.86% | 1023.35万 | 1.74% | ...

证券之星消息，1月28日冶钢原料板块较上一交易日上涨3.51%，钒钛股份领涨。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。冶钢原料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000629 | 钢钛股份 | 4.33 | 8.52% | 617.60万 | 25.73亿 | | 601969 | 三角型使 | 12.61 | 7.59% | 104.31万 | 12.89 Z | | 000655 | 金岭矿业 | 11.33 | 6.99% | 40.79万 | 4.50亿 | | 601121 | 宝地矿业 | 8.80 | 6.67% | 1 56.70万 | 4.92亿 | | 600516 | 方大炭素 | 6.11 | 4.09% | 144.02万 | 8.67亿 | | 000923 | 河钢资源 | 25.82 | 2.95% | 23.63万 | 6.06亿 | | 600295 | 鄂尔多斯 | ...

风险提示：提及个股仅用于行业事件分析，不构成任何个股推荐或投资建议。指数等短期涨跌仅供参 考，不代表其未来表现，亦不构成对基金业绩的承诺或保证。观点可能随市场环境变化而调整，不构成 投资建议或承诺。提及基金风险收益特征各不相同，敬请投资者仔细阅读基金法律文件，充分了解产品 要素、风险等级及收益分配原则，选择与自身风险承受能力匹配的产品，谨慎投资。 华泰证券指出，人民币升值期间，AH权益通常表现较好，港股敏感性更高。通过传导路径分析：配置 效应下，外资强偏好的白电、电池、工程机械、电网设备、饮料乳品受益；负债效应下，美元总借款占 净资产比重高、汇兑收益占营业收入比重高的行业更受益，如摩托车、种业、汽零、工程机械、光伏设 备等；成本效应下，对外依存度较高的行业毛利率改善，如电子化学品、种业、冶钢原料等；相对基本 面效应下，驱动相对基本面周期上行的行业（如地产链、先进制造等）以及高β行业（如非银等）受 益。 港股通50ETF（159712）跟踪的是港股通50指数（930931），该指数聚焦于港股通范围内市值最大的50 家上市公司，成分股以大市值龙头企业为主，覆盖新经济与传统经济领域。行业配置侧重金融、非必需 性消费 ...

证券之星消息，1月26日冶钢原料板块较上一交易日上涨1.9%，钒钛股份领涨。当日上证指数报收于 4132.61，下跌0.09%。深证成指报收于14316.64，下跌0.85%。冶钢原料板块个股涨跌见下表： 从资金流向上来看，当日冶钢原料板块主力资金净流入4.04亿元，游资资金净流入3073.94万元，散户资 金净流出4.35亿元。冶钢原料板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000629 钢钛股份 | | 3.21 Z | 31.93% | -1.46亿 | -14.47% | -1.76 Z | -17.45% | | 000923 河钢资源 | | 6919.82万 | 8.38% | 4013.34万 | 4.86% | -1.09亿 | -13.24% | | 000655 金岭矿业 | | 2358.37万 | 6.38% | 1051.20万 | 2.84% | -3 ...

证券之星消息，1月23日冶钢原料板块较上一交易日上涨4.55%，大中矿业领涨。当日上证指数报收于 4136.16，上涨0.33%。深证成指报收于14439.66，上涨0.79%。冶钢原料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 001203 | 大中矿业 | 33.15 | 9.99% | 57.26万 | 18.34 乙 | | 000923 | 河钢资源 | 25.02 | 5.21% | 19.44万 | 4.76亿 | | 600516 | 方大炭素 | 6.05 | 4.67% | 115.26万 | 6.88亿 | | 696109 | 示范围换 | 11.83 | 4.32% | 62.11万 | 7.27亿 | | 000655 | 金岭矿业 | 10.68 | 3.29% | 19.61万 | 2.07亿 | | 600382 | 广东明珠 | 9.38 | 3.08% | 50.59万 | 4.74亿 | | 000629 | 钢钛股份 | 3.8 ...

证券之星消息，1月21日冶钢原料板块较上一交易日上涨4.38%，大中矿业领涨。当日上证指数报收于 4116.94，上涨0.08%。深证成指报收于14255.12，上涨0.7%。冶钢原料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 001203 | 大中矿业 | 30.66 | 10.01% | 32.94万 | 9.83 亿 | | 600295 | 鄂尔多斯 | 15.67 | 4.82% | 23.94万 | 3.71亿 | | 000655 | 金龄矿业 | 10.30 | 2.79% | - 16.21万 | 1.65亿 | | 601121 | 宝地矿业 | 8.11 | 2.79% | 52.72万 1 | 4.29亿 | | 600382 | 广东明珠 | 8.92 | 2.76% | 42.99万 | 3.82亿 | | 000629 | 钢钛股份 | 3.65 | 2.53% | 326.11万 | 11.86 Z | | 601969 | 海南矿业 | ...

Market Overview - The steel raw materials sector experienced a decline of 1.85% on January 20, with Fangda Carbon leading the drop [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] Individual Stock Performance - Guangdong Mingzhu saw an increase of 2.36%, closing at 8.68, with a trading volume of 567,700 shares and a transaction value of 486 million yuan [1] - Baodi Mining increased by 1.54%, closing at 7.89, with a trading volume of 203,100 shares and a transaction value of 158 million yuan [1] - Steel Titanium Co. rose by 0.85%, closing at 3.56, with a trading volume of 2,017,800 shares and a transaction value of 709 million yuan [1] - Other stocks like Erdos, Jinling Mining, and Dazhong Mining experienced declines of 1.19%, 1.57%, and 1.94% respectively [1] Capital Flow Analysis - The steel raw materials sector saw a net outflow of 149 million yuan from main funds, while retail investors contributed a net inflow of 127 million yuan [1] - Dazhong Mining had a main fund net inflow of 16.29 million yuan, but a retail net outflow of 26.49 million yuan [2] - Fangda Carbon experienced a significant main fund net outflow of 1.19 billion yuan, with retail investors contributing a net inflow of 72.09 million yuan [2]

Core Viewpoint - Hainan Mining's stock price has decreased by 3.64% to 11.11 yuan as of January 16, 2026, with a total market capitalization of 22.201 billion yuan, ranking 5th in the steel raw materials sector and 942nd in the A-share market [1] Group 1: Company Announcements - Hainan Mining provided a maximum guarantee of 300 million yuan for its wholly-owned subsidiary, Hainan Haikang International Trade Co., Ltd., for a comprehensive credit application to Hainan Bank, with a guarantee period of three years [1][3] - The company held its first extraordinary general meeting of shareholders in 2026 on January 14, where four proposals were approved, including authorization to apply for comprehensive credit limits and provide guarantees for subsidiaries [2][3] - All proposals at the shareholders' meeting were passed, with the guarantee proposal receiving more than two-thirds of the valid voting rights [2][3] Group 2: Financial Performance - As of January 16, 2026, Hainan Mining's stock reached a high of 11.95 yuan and a low of 11.05 yuan during the week [1]

| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600382 广东明珠 | | > 305.08万 | 2.28% | -157.68万 | -1.18% | -147.40万 | -1.10% | | 000655 金岭矿业 | | 59.73万 | 0.49% | 15.54万 | 0.13% | -75.28万 | -0.62% | | 000629 钢钛股份 | | -106.74万 | -0.13% | 860.33万 | 1.03% | -753.60万 | -0.90% | | 600516 方大炭素 | | -295.93万 | -0.75% | 388.97万 | 0.98% | -93.05万 | -0.24% | | 600295 鄂尔多斯 | | -1532.36万 | -6.58% | 770.47万 | 3.31% | 761.89万 | 3.27% | | 601121 | 宝地矿业 | ...