上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 亚洲货币和大宗商品两大市场齐飞！ 高盛的警告 从今天股市的盘面来看，贵金属、有色金属、石油行业、煤炭行业、化学原料、农业种植等板块概念涨幅居 前。市场似乎正在炒作"全面涨价"的逻辑。那么，这个逻辑是否真有那么硬？ 高盛最新警告称，随着价格飙升与需求减弱，基础金属的上涨将面临逆风。高盛股权研究联合负责人Trina Chen表示，真正的生产商开始负面反应。各行业订单量下降了10%至30%，甚至电网订单也在放缓。她表 示，之所以能走到今天，是因为基本面支撑，还有资金流动和宏观环境。但在价格快速上涨之后，这两者不再 互相支持。 不过，除了美元之外，似乎还有其他变量在影响着大宗商品的价格。中金公司认为，天气作为大宗商品市场的 关键扰动变量，让能源、金属、农产品等核心板块同步迎来供需调整，但影响逻辑与核心关切却呈现鲜明 的"同频"不"同调"特征——各板块或聚焦气温波动，或紧盯降水变化，关切维度与影响路径各具差异。 美国总统特朗普表示，并不担心近期美元走贬，美元因此崩跌。相对应地，新兴亚洲货币指数上涨至自去年9 月以来的最高水平，M ...

（记者 曾健辉） 每经头条（nbdtoutiao）——从极寒测试到万套装车！半固态电池今年有望搭载多款新车：各大厂商摩 拳擦掌，动力电池技术迎来迭代年 每经AI快讯，昊华能源1月28日晚间发布业绩预告，预计2025年度实现归属于母公司所有者的净利润约 4.19亿元到约5.69亿元，与上年同期相比，将减少约6.17亿元到约4.67亿元，同比减少59.55%~45.08%。 业绩变动主要原因是，2025年，公司业绩同比大幅下滑，主要系煤炭市场价格大幅下行影响。尽管公司 全力保障生产运营，实现稳产增产，煤炭销量同比增加24万吨，但仍未能有效抵消价格下降带来的影 响。 ...

2025年，公司业绩同比大幅下滑，主要系煤炭市场价格大幅下行影响。尽管公司全力保障生产运营，实 现稳产增产，煤炭销量同比增加24万吨，但仍未能有效抵消价格下降带来的影响。 智通财经APP讯，昊华能源(601101.SH)发布2025年度业绩预告，预计2025年度实现归属于母公司所有者 的净利润41,929万元到56,929万元，与上年同期(法定披露数据)相比，将减少61,728万元到46,728万元， 同比减少59.55%到45.08%。 ...

证券代码：601101 证券简称：昊华能源 公告编号：2026-002 2025 年，煤炭销售价格同比下滑 20.40%，尽管自产煤的产销 量总体略有增长，但毛利仍同比出现明显下降；甲醇业务因产销 量较上年增加，叠加原料煤价格下降，毛利实现了显著提升。 本公告之经营数据源自公司内部统计、未经审计，仅供投资 者及时了解公司生产经营概况之用，具体财务数据以公司正式披 露的 2025 年年度报告为准。 北京昊华能源股份有限公司 关于 2025 年第四季度经营情况的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重 大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 根据上海证券交易所《上海证券交易所上市公司自律监管指 引第 3 号——行业信息披露》的要求，北京昊华能源股份有限公 司（以下简称"公司"）2025 年第四季度主要经营情况公告如下： | | 2025 年第四季度 | 同比增减（%） | 2025 年 1-12 月 | 同比增减（%） | | --- | --- | --- | --- | --- | | 煤炭产量（万吨） | 447.27 | 11.15% | 1, ...

Core Viewpoint - The company, Haohua Energy, expects a significant decline in net profit for the year 2025, primarily due to a sharp drop in coal market prices [1] Financial Performance - The projected net profit attributable to the parent company for 2025 is estimated to be between 419.29 million yuan and 569.29 million yuan, representing a year-on-year decrease of 59.55% to 45.08% [1] - The expected net profit after deducting non-recurring gains and losses is forecasted to be between 391.31 million yuan and 541.31 million yuan, reflecting a year-on-year decline of 61.87% to 47.26% [1] Market Conditions - The company's performance is significantly impacted by the substantial decline in coal market prices [1] - Despite efforts to maintain production and achieve stable output, the increase in coal sales volume by 240,000 tons year-on-year was insufficient to offset the negative effects of price declines [1]

Group 1 - The A-share profit cycle may have reached a turning point, with a significant probability of profit indicators rebounding, indicating a gradual stabilization at the bottom of A-share profits [1] - Key profit indicators across the A-share market are showing signs of recovery, with a narrowing year-on-year decline in EPS and clear signs of ROE stabilization and rebound [1] - The main sectors with net inflows include non-ferrous metals, semiconductors, and automotive chips, indicating strong investor interest in these areas [1] Group 2 - The announcement to adjust export tax rebate policies for photovoltaic products will lower the VAT export rebate rate for battery products from 9% to 6% starting April 1, 2026, and eliminate it entirely from January 1, 2027, which may lead to a short-term surge in exports [3] - The aluminum market is expected to see a decline in demand for photovoltaic aluminum, while demand for electrolytic aluminum is projected to grow, supported by high demand in the power grid and automotive sectors [3] - Citic Securities forecasts that the average aluminum price will reach 23,000 yuan/ton in 2026, indicating a bullish outlook for the aluminum sector [3] Group 3 - The Chinese technology sector is expected to experience a significant profit growth turning point in 2026, potentially surpassing the profitability of the "seven giants" in the US stock market for the first time since 2022 [5] - The coal industry is anticipated to maintain a weak supply-demand balance in 2026, but with supportive policies, coal prices may perform better than in 2025, improving profit and dividend expectations for listed companies [5] - The TMT and consumer sectors are expected to show resilience in growth rates, while public utilities and transportation may face greater earnings pressure [11]

1月28日，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，较上一个交易日放量708亿。盘面上，全市场超3600只个股下跌。 资源股全天领涨，贵金属、油气、电解铝方向轮番爆发。黄金、有色金属板块午后持续拉升，云铝股份（000807）、华峰铝业（601702）、中金黄金 （600489）、北方铜业（000737）、赤峰黄金（600988）等20余股涨停。 | 白银有色 | 13.81 | 10.04% | 0.00% | | --- | --- | --- | --- | | 601212.SH | | | | | 云南铜业 | 26.79 | 10.02% | 0.00% | | 000878.SZ | | | | | 中国铝业 | 14.60 | 10.02% | 0.00% | | 601600.SH | | | | | 罗平锌电 | 11.42 | 10.02% | 0.00% | | 002114.SZ | | | | | 中色股份 | 9.00 | 10.02% | 0.00% | | 00 ...

Market Performance - The A-share market showed mixed performance on the 28th, with the Shanghai Composite Index rising by 0.27% to 4151.24 points, and the Shenzhen Component Index increasing by 0.09% to 14342.89 points, while the ChiNext Index fell by 0.57% to 3323.56 points [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 29,923 billion yuan, an increase of 708 billion yuan from the previous day, with nearly 3,700 stocks declining [1] Sector Highlights - Resource stocks experienced a significant surge, with China Gold achieving four consecutive trading limits, and Hunan Gold achieving three consecutive trading limits [1] - The storage chip concept saw active performance, with Zhongwei Semiconductor hitting a 20% limit up and Qipai Technology also reaching a 20% limit up [1] - The coal sector rebounded in the afternoon, driven by improving supply-demand dynamics, with Shanxi Coking Coal hitting the limit up and other companies like Lu'an Environmental Energy and Jinkong Coal also rising [1] Price Trends - The average price of thermal coal is projected to reach 824.9 yuan/ton in Q4 2025, reflecting a month-on-month increase of 8%, while coking coal is expected to average 1,725.7 yuan/ton, up 10% month-on-month [1] Livestock Sector - The livestock sector showed localized movements in the afternoon, with Xiaoming Co. rising over 10%, and other companies like Dabeinong and Luoniushan also seeing gains [2] - The average price of piglets in the fourth week of January was reported at 25.96 yuan/kg, up 4.5% from the previous week, while the average price of eggs was 9.03 yuan/kg, up 2.7% [2] ETF Trading Activity - There was a significant increase in ETF trading volume, reaching a record high of 7,525 billion yuan, with notable contributions from the CSI 300 ETFs [2] Investment Strategies - The market is expected to enter a period of heightened activity in February, particularly in the AI application sector, with a focus on small-cap, growth, and thematic stocks [6] - Investment opportunities in the AIDC power supply sector are identified, including power supply units, energy storage, and third-generation semiconductors [6] Currency Impact - The RMB is projected to appreciate over 4% against the USD by 2025, with potential continued appreciation into 2026, which historically correlates with better performance of AH equities [7]

1月28日，昊华能源公告称，预计2025年度归属于上市公司股东的净利润为4.19亿元至5.69亿元，同比减 少45.08%到59.55%。业绩预减主要系煤炭市场价格大幅下行，虽煤炭销量同比增加24万吨，但仍未能 有效抵消价格下降的影响。 （文章来源：每日经济新闻） ...

格隆汇1月28日｜昊华能源(601101.SH)公告称，昊华能源预计2025年度归属于上市公司股东的净利润为 4.19亿元至5.69亿元，同比减少45.08%到59.55%。业绩预减主要系煤炭市场价格大幅下行，虽煤炭销量 同比增加24万吨，但仍未能有效抵消价格下降影响。 ...