| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600735 | ST新华锦 | 6.07 | 5.02% | 37.73万 | | 2.20亿 | | 002345 | 測宏基 | 12.61 | 3.96% | 21.91万 | | 2.72亿 | | 300945 | 曼卡龙 | 16.90 | 2.11% | - 10.64万 | | 1.78亿 | | 002731 | 幸华珠宝 | 12.76 | 1.43% | 9.35万 | | 1.18亿 | | 000026 | 飞亚达 | 17.40 | 1.28% | 19.34万 | | 3.30亿 | | 002574 | 明牌珠宝 | 5.77 | 1.23% | 9.88万 | 5646.51万 | | | 000017 | 深中华A | 7.99 | 1.14% | 16.55万 | | 1.31亿 | | 603900 | 英细通灵 | 8.73 | 1.04% | 7.58万 | 6568.38万 | | | ...

齐鲁晚报.齐鲁壹点张志恒 "25年初银价才7块钱左右一克，现在都快冲到20块钱了，成本翻了三倍。"1月8日，独立设计师胡先生一边向记者展示着饰品一边向记者说道。这场突如 其来的银价大波动，悄然改写着银饰品行业，记者在走访中发现，有银饰设计师品牌开始做铜饰设计，商家也在银价波动的背景下开始频繁调价。 成本"三级跳" 设计师承压，商家忙调价 银价的上涨速度，超出了许多从业者的预期。从25年初的7元/克左右，一路飙升至接近20元/克，短短大半年时间，原材料价格完成"三级跳"。 对独立设计师胡先生而言，这场涨价潮更像是一场"压力测试"。他的设计多以铸造工艺为主，无需提前囤银料，只需将雕好的蜡模寄给工厂，由工厂负责 铸造成型后再付费结算。即便如此，固定工费之外，原材料价格的暴涨仍让他倍感棘手。"定价成了最头疼的事，"胡先生向记者表示，多数时候他都在硬 扛成本压力，直到12月才实在顶不住，对用料较多的款式提价了15%-20%。 开饰品店的崔女士则向记者表示，银价一直在涨，她近期不断接到品牌供货商打来的电话通知提价，三天两头就得改价签。"以前价签可能半年都不会 换，现在刚换完没两天，新的调价通知就来了。"她表示，有些热门款 ...

证券之星消息，1月8日饰品板块较上一交易日上涨0.36%，ST新华锦领涨。当日上证指数报收于 4082.98，下跌0.07%。深证成指报收于13959.48，下跌0.51%。饰品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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002345 | 潮宏基 | 2188.55万 | 13.03% | -1726.63万 | -10.28% | -461.92万 | -2.75% | | 600916 | 中国黄金 | 1659.52万 | 15.05% | -565.76万 | -5.13% | -1093.75万 | -9.92% | | 000026 | 飞亚达 | 1442.31万 | 4.36% | -1081.09万 | -3.27% | -361.22万 | -1.09% | | 002867 | 周大生 | 777.59万 | 10.87% | 147.02万 | 2.06% | -92 ...

证券之星消息，1月5日饰品板块较上一交易日上涨0.95%，ST新华锦领涨。当日上证指数报收于 4023.42，上涨1.38%。深证成指报收于13828.63，上涨2.24%。饰品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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002867 | 周大生 | 2252.35万 | 25.11% | -293.04万 | -3.27% | -1959.31万 | -21.84% | | 600735 | ST新华锦 | 966.11万 | 22.23% | -434.18万 | -9.99% | -531.93万 | -12.24% | | 002574 | 明牌珠宝 | 518.01万 | 11.20% | 110.39万 | 2.39% | -628.40万 | -13.59% | | 301177 | 迪阿股份 | 488.22万 | 9.55% | 128.08万 | 2.51% | -616 ...

Core Viewpoint - The jewelry sector experienced a rise of 1.01% on December 31, with Feiya leading the gains, while the overall market showed mixed results with the Shanghai Composite Index up by 0.09% and the Shenzhen Component Index down by 0.58% [1]. Group 1: Market Performance - The jewelry sector's performance on December 31 showed a notable increase, with Feiya's stock price rising by 10.01% to close at 16.38, leading the sector [1]. - The overall market indices reflected mixed results, with the Shanghai Composite Index closing at 3968.84 and the Shenzhen Component Index at 13525.02 [1]. Group 2: Individual Stock Performance - Key performers in the jewelry sector included: - Feiya (000026) with a closing price of 16.38 and a trading volume of 214,700 shares, resulting in a transaction value of 339 million [1]. - Cai Zi (665560) closed at 16.37, up by 2.57%, with a trading volume of 44,100 shares [1]. - Jin Yi Culture (002721) saw a 1.94% increase, closing at 3.15 with a trading volume of 742,900 shares [1]. - Other notable stocks included: - China Gold (600916) closed at 8.15, up by 0.74% with a trading volume of 236,000 shares [1]. - Lao Feng Xiang (600612) closed at 44.47, up by 0.47% with a trading volume of 9,504 shares [1]. Group 3: Capital Flow Analysis - The jewelry sector saw a net inflow of 71.07 million in main funds, while retail investors experienced a net outflow of 53.85 million [2]. - Main fund inflows were led by Feiya, which had a net inflow of 93.68 million, representing 27.60% of its trading volume [3]. - Other stocks like Jin Yi Culture and China Gold also experienced positive net inflows, while several stocks faced net outflows from retail investors [3].

Group 1: Strategy Overview - The report indicates that the market is gradually shifting focus from a single narrative around AI to a broader range of sectors, suggesting that a new investment theme for 2026 is emerging as the market stabilizes and industry rotation accelerates [5][12][15] - The report highlights that the recent rally in the market is driven by a recovery in global risk assets, with expectations of a cross-year market trend starting to take shape [5][12] Group 2: Metal Industry Insights - The report notes that the sharp rise in non-ferrous metals is likely driven by increased demand from high-margin and growth-oriented sectors, which are more tolerant of price increases [5][13] - It emphasizes that the relationship between metal prices and AI investments is similar to the past dynamics between coal/power and new energy sectors, indicating a potential for significant price movements in metals due to AI-related consumption [5][13] Group 3: Currency and Trade Dynamics - The report discusses a new cycle of RMB appreciation, driven by changes in export structure and settlement methods, suggesting that the impact of RMB appreciation on export competitiveness may be less severe than previously thought [6][14] - It highlights that the current high-value export sectors in China possess significant market share and production capacity, which enhances their resilience against trade protectionism [6][14] Group 4: Investment Recommendations - The report recommends focusing on industrial resource products that resonate with AI investments and global manufacturing recovery, including copper, aluminum, tin, lithium, crude oil, and oil transportation [7][15] - It also suggests investing in Chinese equipment export chains that have confirmed cyclical bottoms, such as power grid equipment, energy storage, lithium batteries, photovoltaics, and engineering machinery [7][15] Group 5: Company-Specific Insights - For Yun Aluminum Co. (000807.SZ), the report recommends a long-term investment due to favorable conditions for aluminum exports and potential price increases driven by supply-side reforms and low inventory levels [17] - For Hengli Hydraulic (601100.SH), the report highlights the company's growth potential due to rising global market share and collaboration with leading companies in robotics [18] - For China Southern Airlines (1055.HK), the report notes the expected improvement in industry supply-demand dynamics and the company's large fleet size as key growth drivers [21] - For Li Ning (2331.HK), the report points to management improvements and the upcoming Olympic cycle as catalysts for growth [24] - For Blue Special Optics (688127.SH) and Shengyi Technology (600183.SH), the report emphasizes strong demand in downstream sectors and the potential for price increases due to supply constraints [26][27] - For Te Bao Biological (688278.SH), the report highlights the expected commercial success of its growth hormone product and the potential for new indications to drive revenue growth [28]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301177 | 迪阿股份 | 29.20 | 0.59% | 1.48万 | | 4326.47万 | | 002867 | 周大生 | 12.14 | -0.08% | 3.35万 | | 4063.11万 | | 600916 | 中国黄金 | 8.09 | -0.25% | 13.63万 | | 1.10亿 | | 002721 | 金一文化 | 3.09 | -0.32% | 44.43万 | | 1.39亿 | | 600612 | 老凤祥 | 44.26 | -0.43% | 9767.0 | | 4325.74万 | | 605599 | 菜自股份 | 15.96 | -0.68% | 2.31万 | | 3697.64万 | | 600439 | 瑞贝卡 | 2.76 | -0.72% | 15.15万 | | 4204.55万 | | 002574 | 明牌珠宝 | 5.62 | -1.06% | 10.02万 ...

【环球时报驻美国特约记者 冯亚仁】今年，美国企业正经历一轮覆盖面罕见的破产潮。从资产规模数十亿美元的大型企业，到街角经营的小商 铺，再到普通家庭，破产申请在各个层面同时攀升，呈现出"突然无处不在"的态势。此外，多家美媒指出，本轮破产并未局限于单一行业，而是 横跨制造、零售、交通、能源、医疗、食品与酒类消费等多个领域。这种现象在美国历史上"极不寻常，甚至令人震惊"。 制造业受冲击最严重 廉价航空公司精神航空于8月申请破产保护，这是其不到一年内的第二次破产申请；总部位于佛罗里达州的私人飞机公司Verijet则已申请破产清 算……据《华盛顿邮报》27日援引的标普全球市场情报数据，截至2025年11月，美国已有至少717家大型公司申请破产，比2024年同期增长约 14%，为2010年以来最高水平。 与以往经济下行周期不同，本轮破产浪潮最引人注目的特点在于其"分散性"。布朗·鲁德尼克律师事务所合伙人罗伯特·斯塔克指出，过去企业倒闭 往往具有明显的"行业黏性"，例如2022年的加密货币行业寒冬，而当前破产却呈现出横跨多个行业的异常格局，这在他30年的执业生涯中"极不寻 常，甚至令人震惊"。 从行业分布看，工业部门成为本轮 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600735 | ST新华锦 | 4.90 | -4.30% | 15.90万 | 7937.41万 | | 002731 | 幸华珠宝 | 13.02 | -3.77% | 15.44万 | 2.03亿 | | 300945 | 曼卡龙 | 16.82 | -1.64% | 7.39万 | 1.25亿 | | 603900 | 莱坤通灵 | 8.79 | -1.46% | 5.22万 | 4600.22万 | | 600439 | 瑞贝卡 | 2.78 | -1.07% | 15.80万 | 4400.27万 | | eossaa | 菜自股份 | 16.07 | -0.68% | 4.82万 | 7719.71万 | | 000026 | 飞亚达 | 15.12 | -0.66% | 3.34万 | 5043.85万 | | 600612 | 老凤祥 | 44.45 | -0.63% | 1.05万 | 4696.10万 | | 002867 ...

证券之星消息，12月26日饰品板块较上一交易日下跌0.01%，飞亚达领跌。当日上证指数报收于 3963.68，上涨0.1%。深证成指报收于13603.89，上涨0.54%。饰品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) | | --- | --- | --- | --- | --- | --- | | 002731 | 萃华珠宝 | 13.53 | 3.76% | 21.63万 | 2.96亿 | | 600735 | ST新华锦 | 5.12 | 1.59% | 25.47万 | ● 1.31亿 | | 300945 | 曼卡龙 | 17.10 | 0.47% | 9.64万 | 1.66亿 | | 603900 | 幸细通灵 | 8.92 | 0.34% | 6.58万 | 5913.80万 | | 002345 | 潮宏重 | 12.81 | 0.31% | 9.55万 | 1.22亿 | | 000017 | 深中华A | 8.20 | 0.24% | 22.36万 | 1.83亿 | | 301177 | 迪阿股份 | 29.16 | 0.1 ...