Market Performance - The Shanghai Composite Index fell by 1.32%, while the ChiNext Index decreased by 1.18% [1] - Significant declines were observed in gold and base metals, with oil, gas, coal, chemicals, and steel sectors also experiencing notable drops [1] - Agriculture, semiconductors, and real estate sectors showed considerable declines [1] Sector Highlights - The ultra-high voltage concept stocks rose against the trend, with active movements in the liquor, cultivated diamond, and AI application sectors [1] - In the ETF market, the New Economy ETF from Yinhua and the Education ETF from Bosera increased by 4.73% and 4% respectively [1] - The electric grid equipment sector saw strong gains, with ETFs from Huaxia, Guangfa, and Guotai rising by 2.72%, 2.28%, and 2.23% respectively [1] - The food and beverage sector also performed well, with the liquor ETF from Penghua and the food and beverage ETF from Huabao increasing by 1.85% and 1.55% respectively [1] - The photovoltaic sector was active, with the photovoltaic ETF from Yifangda rising by 1.15% [1] Declines in Specific Sectors - The metals sector faced a wave of limit-downs, with gold stock ETFs such as ICBC, gold stocks ETF, and gold stock ETF hitting the limit down [1] - The semiconductor sector experienced a downturn, with the China-Korea semiconductor ETF dropping by 7% [1]

Market Overview - The three major indices in the A-share market fell by over 1%, with the Shanghai Composite Index down 1.32%, the Shenzhen Component Index down 1.41%, and the ChiNext Index down 1.18% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.64 trillion yuan, a decrease of 290.4 billion yuan compared to the previous trading day [1] Sector Performance - The electric grid equipment sector showed resilience, with stocks like Sanbian Technology, Baobian Electric, and Shuangjie Electric hitting the daily limit [1] - The liquor sector remained active, with Huangtai Liquor achieving three consecutive trading limits and Shuijingfang reaching the daily limit [1] - The film and television industry also performed well, with Hengdian Film and Television achieving three consecutive trading limits [1] - AI application stocks saw localized gains, with Yaowang Technology hitting the daily limit and Tongda Hai rising over 15% [1] Declining Sectors - Resource stocks collectively adjusted, with non-ferrous metals and oil and gas sectors leading the decline, including stocks like Zhaojin Gold, Sichuan Gold, Zhongman Petroleum, and Zhun Oil, which saw multiple stocks hit the daily limit [1] - The semiconductor industry chain experienced a collective downturn, with Wentai Technology hitting the daily limit and stocks like Kaipu Cloud and Mingwei Electronics falling over 10% [1]

Group 1 - Oil and gas assets have performed well due to geopolitical tensions and extreme weather, with international oil prices significantly rising; WTI crude futures increased by 6.78% and Brent crude futures by 7.30% [1] - A rare winter storm in the U.S. Gulf Coast temporarily reduced crude oil production by approximately 2 million barrels per day, reinforcing expectations of short-term supply tightening and driving oil prices higher [1] - The National Bureau of Statistics reported that as of January 20, 2026, the price of liquefied petroleum gas (LPG) in circulation rose by 1.18% month-on-month, reaching 4482.2 yuan/ton, the highest since late September 2025 [1] Group 2 - The Huatai-PineBridge Oil and Gas ETF (561570) tracks the CSI Oil and Gas Industry Index, which includes 60 fundamentally strong A-share companies across various segments of the oil and gas industry, providing a convenient tool for investors to access the overall opportunities in the sector [2] - The ETF has attracted significant attention with continuous net inflows for six consecutive trading days, accumulating over 86 million yuan, and the average daily trading volume exceeding 33 million yuan, significantly higher than the levels seen in 2025 [2] - The fund manager, Huatai-PineBridge, is one of the first ETF managers in China, with a strong track record, and offers competitive fee structures to help investors minimize costs [2]

Market Overview - The A-share market experienced a volatile adjustment today, with all three major indices falling over 1%, and the ChiNext index opening high but closing lower, while the Sci-Tech 50 index dropped over 2% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.64 trillion yuan, a decrease of 290.4 billion yuan compared to the previous trading day [1] Sector Performance - The electric grid equipment sector showed resilience, with companies like Sanbian Technology, Baobian Electric, and Shuangjie Electric hitting the daily limit [3] - The liquor sector was actively trading, with Huangtai Liquor achieving three consecutive trading limits and Shuijingfang reaching the daily limit [3] - The film and television industry also performed well, with Hengdian Film and Television achieving three consecutive trading limits [3] - In the AI application sector, there were localized gains, with Yaowang Technology hitting the daily limit and Tongda Hai rising over 15% [3] Declines - Resource stocks collectively adjusted, with significant declines in non-ferrous metals and oil and gas sectors, leading to a sharp drop in gold stocks, including companies like Zhaojin Gold, Sichuan Gold, Zhongman Petroleum, and Zhun Oil, which all hit the daily limit down [3] - The semiconductor industry chain saw a collective decline, with Wentai Technology hitting the daily limit down and companies like Kaipu Cloud and Mingwei Electronics dropping over 10% [3] - By the end of the trading session, the Shanghai Composite Index fell by 1.32%, the Shenzhen Component Index by 1.41%, and the ChiNext Index by 1.18% [3]

2月2日，市场早间震荡调整，三大指数盘中均跌超1%。截至午间收盘，上证指数跌1.32%，深证成指跌 1.41%，创业板指跌1.18%。沪深两市半日成交额1.64万亿，较上个交易日缩量2904亿。盘面上热点快速 轮动，全市场3500只个股下跌。 盘面上，电网设备股逆势爆发，双杰电气、三变科技、杭电股份等多股涨停；白酒股拉升走高，皇台酒 业涨停，水井坊涨超7%；影视股早盘走强，横店影视封板；光模块概念反复活跃，通鼎互联涨停；商 业航天概念表现活跃，西部材料涨停。 点评：消息面上，1月30日，国际贵金属市场出现崩盘式跳水，现货黄金盘中最高跌超12%，最终收跌 9.52%，报4865美元/盎司；现货白银盘中一度暴跌36%，最终收跌26.9%，报84.7美元/盎司。卓创资讯 贵金属分析师黄加奇表示，短期来看，贵金属价格或将继续波动震荡。 跌幅方面，在国际贵金属市场剧烈动荡之际，A股有色金属再现跌停潮，白银有色、湖南白银等三十余 股跌停；油气股低开低走，山东墨龙、中曼石油等跌停；农药、化工股震荡下行，中泰化学、鲁西化工 跌停；半导体产业链走弱，普冉股份、明微电子跌超10%，闻泰科技跌停；三大电信运营商集体下挫， 中国移动 ...

A股三大指数集体调整，沪指跌1.32%报4063.54点，深成指跌1.41%，创业板指跌1.18%，北证50指数跌 1.12%。沪深京三市半日成交额16569亿元，较上日缩量2945亿元，全市场3500只个股下跌。盘面上， 黄金、有色金属板块现大面积跌停，白银有色、中国黄金、招金黄金、北方铜业逾20股跌停；油气、煤 炭、半导体板块跌幅居前，电网设备、白酒、影视院线板块逆势上涨。 ...

Market Overview - The market experienced a downward adjustment with all three major indices falling over 1%, and the ChiNext index opened high but closed lower, while the Sci-Tech 50 index dropped over 2% [1] - As of the midday close, the Shanghai Composite Index fell by 1.32% to 4063.54, the Shenzhen Component Index decreased by 1.41% to 14006.25, and the ChiNext index declined by 1.18% to 3306.94 [2] - The total trading volume in the Shanghai and Shenzhen markets was 1.64 trillion yuan, a decrease of 290.4 billion yuan compared to the previous trading day [1][6] Sector Performance - The market saw rapid rotation of hotspots, with over 3400 stocks declining. Notably, the electric grid equipment sector performed well, with companies like Sanbian Technology, Baobian Electric, and Shuangjie Electric hitting the daily limit [2] - The liquor sector was also active, with Huangtai Liquor achieving three consecutive limit-ups and Shuijingfang reaching the daily limit [2] - The film and television industry showed strong performance, with Hengdian Film and Television achieving three consecutive limit-ups [2] - In the AI application sector, there were localized gains, with Yaowang Technology hitting the daily limit and Tongda Hai rising over 15% [2] Declines - Resource stocks collectively adjusted, with non-ferrous metals and oil and gas sectors leading the decline. Stocks such as Zhaojin Gold, Sichuan Gold, Zhongman Petroleum, and Jun Oil all hit the daily limit down [3] - The semiconductor industry chain also saw a collective decline, with Wentai Technology hitting the daily limit down and companies like Kaipu Cloud and Mingwei Electronics dropping over 10% [3]

巴克莱认为，到2028–2030年，非OPEC原油供给的年均新增，可能接近于零。当需求还在、备用产能 却在消失，油价只能向上寻找平衡。 2月2日，黄金白银大跌拖累大宗商品价格，国际油价回落，油气股多数调整。截至10:25，油气ETF汇 添富（159309）跌3.61%，成交额超6200万，盘中逆市再获1.14亿净申购，此前已经连续10日"吸金"合 超4.2亿元。 | | 油气ETF汇添富 | | | --- | --- | --- | | | | द्रे 159309 | | | | * 0 + | | マキ | 16.13% 120日 | 34.57% | | 5日 | -0.22% 250日 | 39.19% | | 20日 | 16.43% 52周高 | 1.46 | | 60日 | 21.18% 52周低 | 0.81 | | 实时申购赎回信息 | 申购 | 应日 | | 筆数 | 3 | 10 | | 金额 | O | O | | 份额 | 9500万 | 1000万 | | 申赎清单 | | | | 最小申赎单位份额 | | 1,000,000 | | 现金替代比例上限 | | 50% | | ...

国家能源局1月30日举行季度例行新闻发布会，介绍全国能源形势等情况。 国家能源局发展规划司副司长邢翼腾表示，2025年我国能源供应保障能力有效提升，供需总体宽松，行 业健康有序发展，新型能源体系建设基础持续夯实，助力我国经济持续回升向好。 可再生能源年发电量超过欧盟27国用电量之和 "2025年是'十四五'以来能源保供成效最好的一年。"邢冀腾说。 数据显示，全年规上工业原煤产量同比增长1.2%，油、气产量双创历史新高，规上工业原油、天然气 产量分别同比增长1.5%和6.2%。一批特高压直流输电工程投产送电，电力系统互补互济水平持续提 升。 "1月27日，全国统调电厂电煤库存2.2亿吨，可用26天，秦皇岛港5500大卡动力煤长协价格684元/吨，环 渤海港口5500大卡动力煤现货价格694元/吨，迎峰度冬煤炭供应基础坚实可靠，市场运行平稳有 序。"刘明阳介绍。 油气供应总体平稳。进入采暖季以来，国家发展改革委、国家能源局已联合启动天然气保供日报告制度 和周例会会商机制。截至1月27日，全国采暖季天然气累计消费量1195.2亿立方米，同比增长4.6%，国 产气和进口管道气维持高位平稳运行，地下储气库和沿海LNG接 ...

上证指数跌0.93%，深成指跌0.54%，创业板指涨0.65%。科创综指跌0.8%。 2026.02.02 本文字数：717，阅读时长大约1分钟 作者 |一财阿驴 09:26黄金、有色金属板块大面积跌停，湖南黄金、晓程科技、西部黄金、四川黄金等多股跌停。消息 面上，受获利回吐和短期期货交易者多头平仓等因素影响，国际黄金和白银价格1月30日继续大幅下 跌，均创下数十年来最大单日跌幅。 | 代码 | 名称 | 涨幅金 | 现价 | | --- | --- | --- | --- | | 300139 | 晓程科技 | -20.00% | 54.00 | | 002237 | 恒邦股份 | -10.02% | 18.59 | | 000506 | 招金黄金 | -10.01% | 23.10 | | 001337 | 四川黄金 | -10.00% | 59.56 | | 600489 | 中金黄金 | -10.00% | 33.21 | | 600988 | 赤峰黄金 | -10.00% | 38.88 | | 002155 | 湖南黄金 | -10.00% | 33.30 | | 601069 | 世部黄金 | ...