Group 1 - The non-ferrous metal sector is leading the market, with Zijin Mining's market capitalization surpassing 1 trillion yuan for the first time, and Luoyang Molybdenum reaching a historical high [1][3] - The popular non-ferrous metal ETF, Huabao (159876), saw a maximum intraday increase of 4.4%, closing up 4.21%, marking four consecutive days of gains [1] - The ETF experienced a significant increase in trading volume, with a total turnover of 72.79 million yuan, a 47% increase compared to the previous period [1] Group 2 - The titanium dioxide industry has seen a joint price increase announcement, leading to a surge in stocks such as Anning Co. and Vanadium Titanium Co. [3] - As of January 5, 2025 earnings forecasts for four leading companies in the non-ferrous metal sector predict double-digit growth in net profits year-on-year, with Zijin Mining expected to achieve a net profit of 51 to 52 billion yuan, a growth of 59% to 62% [3][4] - Longjiang Securities anticipates that the price increase and liquidity will create a favorable environment for precious metals, while industrial metals like copper and aluminum are expected to see a strong performance due to economic recovery and supply-demand optimization [4][6] Group 3 - The Huabao non-ferrous metal ETF and its linked funds cover a wide range of sectors including copper, aluminum, gold, rare earths, and lithium, allowing for better capture of the sector's beta performance [4] - The ETF has seen a net subscription of 39 million units in a single day, following a total net inflow of 56.48 million yuan over the previous four days, indicating strong market interest [1][3] - The overall sentiment in the non-ferrous metal sector is optimistic, with expectations of a "super cycle" driven by various market dynamics [4]

Core Insights - The industrial metals sector experienced a significant increase of 4.88% on January 6, with Liyuan Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4083.67, up 1.5%, while the Shenzhen Component Index closed at 14022.55, up 1.4% [1] Group 1: Stock Performance - Liyuan Co., Ltd. (002501) closed at 2.82, with a rise of 10.16% and a trading volume of 2.7466 million shares, resulting in a transaction value of 766 million yuan [1] - Chang Aluminum Co., Ltd. (002160) saw a closing price of 5.79, increasing by 10.08% with a trading volume of 1.0064 million shares, totaling 562 million yuan in transaction value [1] - Hongchuang Holdings (002379) closed at 27.31, up 8.46%, with a trading volume of 451,600 shares and a transaction value of 1.219 billion yuan [1] - Tianshan Aluminum Industry (002532) closed at 18.22, increasing by 7.75% with a trading volume of 1.7359 million shares, resulting in a transaction value of 1.307 billion yuan [1] - Yinbang Co., Ltd. (300337) closed at 17.45, up 7.72%, with a trading volume of 1.5476 million shares and a transaction value of 2.608 billion yuan [1] - China Aluminum (601600) closed at 13.97, increasing by 7.30% with a trading volume of 5.6492 million shares, totaling 7.764 billion yuan in transaction value [1] Group 2: Capital Flow - The industrial metals sector saw a net inflow of 1.578 billion yuan from institutional investors, while retail investors experienced a net outflow of 945 million yuan [2] - The main stocks with significant capital inflow included Zijin Mining (668109) with a net inflow of 933 million yuan, and Yinbang Co., Ltd. (300337) with a net inflow of 283 million yuan [3] - Conversely, retail investors showed a net outflow from major stocks such as Zijin Mining (668109) with a net outflow of 1.59 billion yuan and Yinbang Co., Ltd. (300337) with a net outflow of 213 million yuan [3]

1月6日，A股三大指数继续走高，沪指13连阳创十年来新高；截至收盘，沪指涨1.5%报4083点，深证成指涨1.4%，创业板指涨0.75%。 全市场成交额2.83万亿元，较前一交易日增量2650亿元，超4100股上涨，近150股涨停。 | 代码 名称 | 现价 涨跌 | 涨幅 | | --- | --- | --- | | 000001 上证指数 | 4083.67 +60.25 +1.50% | | | 399001 深证成指 14022.55 +193.92 +1.40% | | | | 399006 创业板指 | 3319.29 +24.74 +0.75% | | 盘面上，脑机接口板块继续爆发，三博脑科、伟思医疗及诚益通等十余股涨停；钛白粉企业近日再度集体宣布涨价，钛白粉板块拉 升，安宁股份、钒钛股份涨停；券商股走高，华安证券、华林证券涨停；工业金属、硅能源、电子纸及化学原料等板块涨幅居前。另 外，CPO概念、美容护理、F5G概念、噪声防治等板块跌幅居前。 具体来看： 脑机接口板块全天强势，倍益康30cm涨停，伟思医疗、三博脑科、爱朋医疗、翔宇医疗等20cm涨停。 消息面上，市场交易活跃度维持高位，上证指 ...

（责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 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。 每日经济新闻 1月6日，有色60ETF（159881）涨超1.9%，机构称铝钴供需格局支撑价格弹性。 招商证券指出，工业金属行业受益于美联储降息预期改善，以黄金计价的工业金属价格处于历史底 部，叠加部分金属供需错配，多数金属价格均有上涨。下游PCB、消费电子、半导体等需求稳健增长或 有改善，储能等新能源需求旺盛。行业资本开支较长时间下滑，短中期产能扩张受限，叠加供给扰动不 断，供需错配叠加以 ...

Core Viewpoint - The A-share market showed mixed performance with the Shanghai Composite Index rising over 1% in early trading, indicating positive investor sentiment despite some sector declines [1]. Market Performance - The Shanghai Composite Index closed at 4069.38 points, up 1.14% - The Shenzhen Component Index closed at 13940.24 points, up 0.81% - The ChiNext Index closed at 3293.18 points, down 0.04% [1]. Sector Performance Top Performing Sectors - Insurance sector increased by 4.91% with a total trading volume of 292.22 million hands and a net inflow of 15.55 billion - Small metals sector rose by 4.67% with a trading volume of 954.96 million hands and a net inflow of 37.26 billion - Energy metals sector gained 3.72% with a trading volume of 384.15 million hands and a net inflow of 18.67 billion [2]. Underperforming Sectors - Communication equipment sector decreased by 0.68% with a trading volume of 1889.06 million hands and a net outflow of 77.51 billion - Components sector fell by 0.65% with a trading volume of 929.90 million hands and a net outflow of 31.50 billion - Beauty care sector declined by 0.25% with a trading volume of 157.47 million hands and a net outflow of 0.42 billion [2].

Core Viewpoint - The commodity market experienced significant fluctuations driven by concerns over supply shortages and the potential acceleration of global competition for key minerals due to the turmoil in Venezuela [1] Group 1: Gold Market - Spot gold prices surged over 3% on the first trading day of the week, reaching a high of $4,467 per ounce, just $100 shy of the historical record set at the end of 2025 [1] - New York gold futures prices soared to $4,480 per ounce [1] - UBS raised its target prices for gold in March, June, and September 2026 from $4,500 to $5,000 per ounce [1] Group 2: Silver and Industrial Metals - COMEX silver futures for January delivery closed up 7.95%, reclaiming the $76 mark [1] - The London Metal Exchange (LME) saw a collective rise in industrial metals, with copper increasing over 4% to surpass $13,000 per ton, while aluminum and zinc rose over 2% [1] - Platinum and palladium prices increased by 6.7% and 4.7%, respectively, while lead and nickel rose by over 1% [1] Group 3: Copper Market - The COMEX copper main contract surged nearly 6%, breaking the critical psychological barrier of $6 per pound [1] - Citigroup analysts project that global refined copper production will reach 26.9 million tons this year, with a market shortfall of 308,000 tons [1]

Group 1: Commodity Market Movements - Concerns over supply shortages and geopolitical tensions, particularly regarding Venezuela, have led to significant movements in the commodity market, with silver rising over 6% and gold nearing $4500 per ounce [1] - The industrial metals market also saw gains, with copper reaching historical highs, driven by strong demand from sectors like electric vehicles and artificial intelligence [1][6] Group 2: Gold Price Forecasts - UBS has raised its gold price target to $5000 per ounce, citing increasing demand for gold as a safe-haven asset amid concerns over U.S. fiscal sustainability and geopolitical risks [3] - Goldman Sachs predicts gold prices could rise to $4900 per ounce, with potential for even higher prices if political or financial risks escalate [2][3] Group 3: Silver Market Dynamics - Silver prices have surged, with a closing increase of 7.95% in COMEX silver futures, driven by both safe-haven demand and structural growth in industrial applications [3] - The silver market has been in a state of supply-demand imbalance since 2021, with increasing demand from sectors like electric vehicles and solar panels [3] Group 4: Industrial Metals Supply Concerns - The London Metal Exchange reported a collective rise in industrial metals, with copper prices increasing over 4% due to supply concerns from major mines [6] - Analysts highlight that the copper market is facing a supply crunch, exacerbated by labor strikes and geopolitical tensions, which could lead to a significant market gap [6][7] Group 5: U.S. Tariff Implications - The potential for the U.S. to impose tariffs on copper imports for the electricity and construction sectors has added volatility to the market, with significant increases in copper inventories in the U.S. [7] - UBS notes that the U.S. holds a substantial portion of global copper inventories, but its consumption is low, raising concerns about supply for other regions [7]

1月6日，万顺新材盘中上涨2.06%，截至09:39，报5.94元/股，成交2184.65万元，换手率0.51%，总市值 53.33亿元。 万顺新材所属申万行业为：有色金属-工业金属-铝。所属概念板块包括：铝塑膜、低价、DeepSeek概 念、钠电池、破净股等。 截至12月31日，万顺新材股东户数3.72万，较上期减少0.10%；人均流通股19475股，较上期增加 0.10%。2025年1月-9月，万顺新材实现营业收入40.90亿元，同比减少13.86%；归母净利润-8708.01万 元，同比减少140.53%。 分红方面，万顺新材A股上市后累计派现4.34亿元。近三年，累计派现5332.71万元。 责任编辑：小浪快报 资金流向方面，主力资金净流入209.29万元，大单买入434.88万元，占比19.91%，卖出225.59万元，占 比10.33%。 万顺新材今年以来股价涨4.39%，近5个交易日涨1.71%，近20日涨1.19%，近60日跌3.26%。 资料显示，汕头万顺新材集团股份有限公司位于广东省汕头保税区万顺工业园，成立日期1998年3月6 日，上市日期2010年2月26日，公司主营业务涉及铝箔/铝板 ...

Core Viewpoint - The article discusses the significant movements in the commodity market driven by geopolitical tensions, particularly the situation in Venezuela, which has heightened demand for safe-haven assets like gold and silver. The outlook for precious metals remains bullish, with major investment banks raising their price targets for gold and silver in 2026. Group 1: Precious Metals Market - Gold prices surged, reaching a high of $4,467 per ounce, driven by increased demand for safe-haven assets amid geopolitical tensions and expectations of further interest rate cuts by the Federal Reserve [5][6] - UBS raised its gold price target for 2026 to $5,000 per ounce, citing concerns over U.S. fiscal sustainability and continued demand for gold as a risk hedge [6] - Silver prices also saw a significant increase, with futures closing up 7.95%, driven by both safe-haven demand and structural growth in industrial applications, particularly in electric vehicles and solar panels [6][7] Group 2: Industrial Metals Market - Industrial metals experienced a collective rise, with copper prices breaking the $13,000 per ton mark, fueled by strong demand from AI data centers and electric vehicles [10][11] - Concerns over supply disruptions from major copper mines, such as the Grasberg mine in Indonesia and labor strikes in Chile, have exacerbated market anxiety regarding copper supply [11][12] - Citigroup analysts predict that global refined copper production will reach 26.9 million tons this year, with a market shortfall of 308,000 tons, emphasizing the need for investment in new copper mining capacity [11][12]

Core Viewpoint - The non-ferrous metal sector is leading the market, with the popular ETF, Huabao Non-Ferrous ETF (159876), reaching a historical high and attracting significant capital inflow, indicating strong investor confidence in the sector's future performance [1][8]. Group 1: Market Performance - The Huabao Non-Ferrous ETF (159876) saw an intraday increase of 3.03%, currently up 2.45%, marking a new historical high [1][8]. - As of January 5, the latest scale of the Huabao Non-Ferrous ETF reached 879 million yuan, also a historical high [1][8]. - The ETF has received a net subscription of 32.4 million units, with a total capital inflow of 56.48 million yuan over the past four days, reflecting positive market sentiment [1][8]. Group 2: Stock Performance - Leading stocks in the non-ferrous metal sector include Huayou Cobalt, which rose by 7.44%, and several others like Luoyang Aluminum and Zhongjin Lingnan, which increased by over 5% [2][10]. - Notable companies such as Zijin Mining are expected to achieve a net profit of 51 to 52 billion yuan in 2025, representing a year-on-year growth of 59% to 62% [2][11]. Group 3: Future Outlook - Analysts predict that the non-ferrous metal sector is likely to continue its bullish trend, with expectations of a bull market driven by monetary, demand, and supply factors in 2026 [3][12]. - The consensus among institutions is that the non-ferrous metal sector is entering a "super cycle," with varying degrees of performance across different metals [4][13].