Group 1 - The core point of the news is that Sichuan Hongda Co., Ltd. experienced a stock price decline of 6.21%, with the current share price at 15.25 yuan, a trading volume of 48.46 million yuan, and a total market capitalization of 40.284 billion yuan [1] - The company was established on June 30, 1994, and listed on December 20, 2001. Its main business includes mining, non-ferrous metal smelting, and the production and sale of phosphate chemical products [1] - The revenue composition of the company is as follows: zinc metal and by-products account for 45.55%, phosphate ammonium salt products 33.44%, compound fertilizer products 11.82%, synthetic ammonia 5.16%, and other products and services 0.76% [1] Group 2 - From the perspective of fund holdings, one fund under Shangyin Fund has a significant position in Hongda Co., with the Shangyin Domestic Demand Growth Stock A (009899) holding 233,200 shares, representing 5.54% of the fund's net value, making it the eighth largest holding [2] - The Shangyin Domestic Demand Growth Stock A fund was established on August 24, 2020, with a latest scale of 52.6758 million yuan. Year-to-date return is 16.06%, ranking 286 out of 5579 in its category; the one-year return is 53.01%, ranking 1114 out of 4285; and since inception, the return is 18.86% [2] Group 3 - The fund manager of Shangyin Domestic Demand Growth Stock A is Zhao Zhiyue, who has a tenure of 10 years and 269 days, with a total fund asset size of 2.193 billion yuan. The best return during his tenure is 154.24%, while the worst is -42.27% [3] - Co-manager Huang Huang has a tenure of 2 years and 73 days, with a total fund asset size of 282 million yuan. The best return during his tenure is 55.74%, and the worst is 2.43% [3]

Group 1 - The core point of the news is that Yuguang Gold Lead Co., Ltd. experienced a significant drop in stock price, reaching a limit down at 20.08 yuan per share, with a total market capitalization of 24.282 billion yuan [1] - The company, established on January 6, 2000, and listed on July 30, 2002, is primarily engaged in non-ferrous metal smelting and sales of chemical raw materials, precious metal smelting, and sales of gold and silver products [1] - The revenue composition of the company includes silver products (25.90%), copper products (25.75%), lead products (21.74%), gold products (21.38%), antimony products (1.66%), zinc products (1.65%), other products (1.27%), and sulfuric acid (0.66%) [1] Group 2 - From the perspective of major fund holdings, the Fuquan Fund has a significant position in Yuguang Gold Lead, with the Fuquan CSI Value ETF (512040) increasing its holdings by 144,000 shares in the fourth quarter, totaling 2.0632 million shares, which represents 1.11% of the fund's net value [2] - The Fuquan CSI Value ETF (512040) was established on November 7, 2018, with a current scale of 2.186 billion yuan, and has achieved a year-to-date return of 8.4% [2] - The fund's performance over the past year shows a return of 29.63%, ranking 2554 out of 4285 in its category, while since inception, it has returned 180.91% [2]

Group 1 - The core point of the news is that Zhuzhou Smelter Group Co., Ltd. experienced a significant drop in stock price, reaching a limit down at 20.64 yuan per share, with a total market capitalization of 22.144 billion yuan [1] - The company, established on December 20, 1993, and listed on August 30, 2004, primarily engages in the production and sales of zinc and zinc alloys, as well as industrial sulfuric acid [1] - The revenue composition of the company includes: zinc and zinc alloys (38.48%), other products (28.17%), gold ingots (13.94%), silver ingots (10.71%), lead and lead alloys (7.85%), indium ingots (0.51%), sulfuric acid (0.20%), and non-ferrous metal trading (0.14%) [1] Group 2 - From the perspective of fund holdings, Changsheng Fund has one fund heavily invested in Zhuzhou Smelter Group, specifically the Changsheng Strategic Emerging Industries Mixed A Fund (080008), which reduced its holdings by 45,800 shares in the fourth quarter [2] - The current holding of the fund is 131,400 shares, accounting for 1.99% of the fund's net value, making it the fourth largest holding [2] - The fund has reported a floating loss of approximately 300,900 yuan as of the latest data [2] Group 3 - The fund manager of Changsheng Strategic Emerging Industries Mixed A Fund is Yang Heng, who has a tenure of 13 years and 103 days [3] - The total asset size of the fund is 393 million yuan, with the best return during Yang Heng's tenure being 103.97% and the worst being -26.89% [3]

日度报告——综合晨报 特朗普提名沃什出任美联储主席，贵金属剧 烈波动 [T报ab告le_日R期an：k] 2026-02-02 宏观策略（外汇期货(美元指数)） 特朗普称希望与伊朗"能够达成协议" 特朗普对于伊朗的态度暗昧不清，市场地缘风险短期回落，市 场风险偏好走低。 宏观策略（国债期货） 中国 1 月官方制造业 PMI 不及预期 PMI 虽不及预期，但潜在利空因素仍然较多，后续市场震荡转 弱的概率较高。 综 宏观策略（黄金） 合 唐纳德•特朗普提名凯文•沃什出任美联储主席 晨 报 周五贵金属剧烈波动，黄金大跌白银暴跌，特朗普提名凯文沃 什为下任美联储主席，由于其鹰派的历史，市场预期后续货币 政策将采取降息+缩表的模式，短期流动性释放预期下降。 农产品（棉花） 截至 1 月 22 日当周，25/26 年度美棉周度签约量环比同比大降 至 4.62 万吨，但装运有所提速。25/26 美棉出口签约进度仍落后， 后续出口情况仍需持续跟踪。 能源化工（原油） 欧佩克+原则上同意三月份继续暂停原定增产计划 油价略偏强，中东地缘冲突风险支撑油价。 航运指数（集装箱运价） 2025 年完成港口货物吞吐量 183.4 亿吨 ...

证券日报网讯1月30日，株冶集团（600961）在互动平台回答投资者提问时表示，截至2026年1月20日， 公司股东总户数约为4.12万户。 ...

证券日报网讯1月30日，株冶集团（600961）在互动平台回答投资者提问时表示，公司矿山及选矿厂定 期检修依批次按计划展开，预计2月下旬全面复工复产。 ...

Market Overview - A-shares showed mixed performance with the Shanghai Composite Index dropping over 1% at one point, while the ChiNext Index surged by 1.27% by the end of the trading day [1] - The total trading volume in the Shanghai, Shenzhen, and North markets was approximately 2.86 trillion yuan, a decrease of nearly 400 billion yuan compared to the previous day [1] CPO Concept Surge - The CPO (Co-Packaged Optics) concept experienced a strong rally, with stocks like Jietong Technology and Zhishang Technology hitting the 20% limit up, and other companies like Juguang Technology and Tianfu Communication also seeing significant gains [3][4] Agricultural Sector Rise - The agricultural sector saw a notable increase, particularly in seed industry stocks, with Shen Nong Seed Industry rising nearly 13% and Qiu Le Seed Industry up over 10% [7][8] - The Ministry of Agriculture and Rural Affairs emphasized the importance of seed industry revitalization, aiming for significant breakthroughs during the 14th Five-Year Plan period [9] Precious Metals Sector Decline - The precious metals sector faced a sharp decline, with gold prices dropping nearly 5% to below $5200 per ounce and silver prices falling over 9% to below $105 per ounce [11][12] - Affected stocks included Xiaocheng Technology and various companies in the silver and copper sectors, which saw significant drops, with many hitting the limit down [13][14] Company-Specific Developments - Zijin Mining, a company with a market capitalization exceeding 1 trillion yuan, experienced a significant drop, nearing the limit down during trading [1] - Companies like Yuguang Gold Lead and Zhaojin Mining issued warnings about the risks associated with their rapidly rising stock prices, indicating that their fundamentals had not changed significantly [14][15]

(原油) 昨夜油价纷纷冲高，SC一度涨近7%，随后盘中回吐大幅涨幅。美国总统特朗普称正考虑对伊朗发动 新的重大打击，未作出最终决定。伊外交部长阿拉格齐同日表示，伊朗随时准备对侵犯行为作出回 应。市场担忧伊朗对其邻国发起反击或甚至关闭霍尔木兹海峡。欧盟理事会29日发布公报说，决定 对伊朗内政部长伊斯坎德尔。莫梅尼等15名官员和6个实体实施制裁，并已决定将伊朗伊斯兰革命卫 队列为恐怖组织。泽连斯基表示就能源基础设施达成的停火将从29日夜间开始生效。地缘局势走向 扑朔迷离叠加基本面累库压制仍在,警惕油价大幅波动风险。 【责金属】 gtaxinstitute@essence.com.cn 隔夜贵金属剧烈波动,盘中振幅接近10%。市场聚焦地缘局势变化,俄乌方面普京同意部分停火一 周，美伊依然处于焦灼状态，随时可能发动重大打击。此外特朗普即将公布美联储主席人选并呼吁 太幅降息，美国政府面临再度关门风险。短期市场信息繁杂，市场波动风险高，控制仓位谨慎参 与。 (铜) 周四全日铜价剧烈波动，伦铜盘中最大涨幅超过10%，兑现部分海外机构1.4万美元及以上目标位。 铜价由资金与情绪引导,关注今日国内现货与贴水幅度,现货价差已转为 ...

鹏华中证细分化工产业主题ETF联接A（014942）基金经理为闫冬。 截至发稿，闫冬累计任职时间6年320天，现任基金资产总规模217.96亿元，任职期间最佳基金回报 456.3%， 任职期间最差基金回报-42.07%。 资料显示，四川宏达股份有限公司位于四川省成都市高新区交子大道499号中海国际中心H座14楼，成 立日期1994年6月30日，上市日期2001年12月20日，公司主营业务涉及矿山开采、有色金属冶炼、磷化 工产品的生产和销售。主营业务收入构成为：锌金属及副产品45.55%，磷铵盐系列产品33.44%，复肥 产品11.82%，合成氨5.16%，其他(补充)3.27%，其他产品及服务0.76%。 从宏达股份十大流通股东角度 数据显示，鹏华基金旗下1只基金位居宏达股份十大流通股东。鹏华中证细分化工产业主题ETF联接A （014942）三季度新进十大流通股东，持有股数2382.22万股，占流通股的比例为1.17%。根据测算，今 日浮盈赚取约1929.6万元。 鹏华中证细分化工产业主题ETF联接A（014942）成立日期2022年3月8日，最新规模1.16亿。今年以来 收益11.46%，同类排名1080/ ...

Market Overview - The three major indices showed mixed performance, with the Shanghai Composite Index regaining the 4100-point level and the ChiNext Index experiencing a "V-shaped" recovery after initially dropping over 1% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.93 trillion yuan, a decrease of 83.6 billion yuan compared to the previous trading day [1] - Over 3800 stocks in the market declined, indicating a broad market weakness [1] Sector Performance - The computing hardware sector surged against the trend, with Tianfu Communication rising over 10% and Changfei Optical Fiber hitting the daily limit, both reaching historical highs [1] - AI application stocks saw a midday rally, with Electric Sound Co. hitting the daily limit and Yueliang Media also reaching the limit [1] - The film and television sector was active, with Hengdian Film and Television achieving two consecutive limit-ups [1] - The agriculture sector showed repeated activity, with Nongfa Seed Industry achieving two limit-ups in three days [1] Declining Sectors - The non-ferrous metals sector experienced a collective decline, with precious metals leading the drop, including stocks like Xiaocheng Technology and Chifeng Gold hitting the daily limit down [1] - The lithium mining sector also faced significant declines, with Jinyuan Co. hitting the daily limit down [1] Closing Summary - At the close, the Shanghai Composite Index fell by 1.19%, the Shenzhen Component Index decreased by 0.96%, while the ChiNext Index rose by 0.8% [1]