Core Viewpoint - International gold and silver prices have risen again, leading to a strong performance in A-share market gold-related stocks, with several stocks hitting their daily limit or showing significant gains [1] Group 1: Market Performance - As of the half-day close, Mingpai Jewelry reached its daily limit, Hunan Silver also hit the limit, and Xiaocheng Technology rose over 8% [1] - Other notable performers include Shanjin International and Fuda Alloy, both up over 6%, while Guocheng Mining, Silver Nonferrous, and Nankuang Group increased by over 5% [1] - Shandong Gold, Baoding Technology, Shengda Resources, Chaohongji, Zhaojin Gold, and Jiangxi Copper all saw gains exceeding 4% [1] Group 2: Market Drivers - The rise in gold and silver prices was influenced by a significant announcement from Federal Reserve Chairman Jerome Powell regarding an ongoing criminal investigation, which traders interpreted as a signal of President Trump's intention to undermine the political independence of the Federal Reserve [1] - This shift in sentiment led to a rapid decline in risk appetite among traders, contributing to the increase in precious metal prices [1] Group 3: Price Milestones - Spot gold reached a historic high of $4,630 per ounce during trading yesterday, marking a new record [1] - Spot silver also broke through $86 per ounce, achieving a new historical peak [1]

格隆汇1月13日｜国际金银价格再度走高，带动A股市场黄金概念股走强。截至半日收盘，明牌珠宝涨 停，湖南白银触及涨停，晓程科技涨超8%，山金国际、福达合金涨超6%，国城矿业（维权）、白银有 色（维权）、南矿集团涨超5%，山东黄金、宝鼎科技（维权）、盛达资源、潮宏基、招金黄金、江西 铜业涨超4%。 消息面上，在美联储主席鲍威尔抛出"正在接受刑事调查"的重磅消息后，交易员将其解读为美国总统特 朗普意图削弱美联储政治独立性的信号，风险偏好迅速降温，金银价格走高。现货黄金昨日盘中创出历 史新高价4630美元/盎司，再创历史新高；现货白银一度突破86美元/盎司，亦创历史新高。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 600170 | 上海建工 | | 10.14 | 270亿 | 14.72 | | 002574 | 明牌珠宝 | 1 | 10.08 | 36.91亿 | 24.38 | | 002716 | 湖南日银 | 1 | 9.90 | 260亿 | 33.09 | | 300139 | 晓程科技 ...

每经AI快讯，1月13日，黄金概念持续走强，上海建工、明牌珠宝、湖南白银涨停，晓程科技涨超 12%，山金国际、白银有色、宝鼎科技、潮宏基等跟涨。 （文章来源：每日经济新闻） ...

Group 1: Precious Metals - Gold price reached $4493.85 per ounce, up $140.90 from January 2, with a growth rate of 3.24% [2][3] - Silver price was $78.14 per ounce, increasing by $3.93 from January 2, reflecting a growth rate of 5.29% [2][3] - The U.S. non-farm payrolls for December showed an increase of 50,000 jobs, below the expected 65,000, indicating a potential upward trend for precious metals [3] Group 2: Copper and Aluminum - LME copper closed at $12,990 per ton, up $480 from January 2, with a growth rate of 3.84% [4] - Domestic aluminum price was 24,060 yuan per ton, an increase of 1,540 yuan from December 31 [6] - High prices are suppressing short-term demand for copper and aluminum, with copper production facing supply disruptions [5][6] Group 3: Tin and Antimony - Domestic refined tin price was 350,700 yuan per ton, up 24,610 yuan from December 31, with a growth rate of 7.55% [7] - Antimony price was 158,000 yuan per ton, down 3,000 yuan from December 31, indicating weak demand [8] Group 4: Industry Ratings and Investment Strategy - The gold industry is rated "recommended" due to the Fed's easing cycle [9] - The copper industry is also rated "recommended" as copper supply remains tight [10] - The aluminum industry maintains a "recommended" rating due to rigid supply [11]

兴业证券此前研报指出，万国黄金集团成长性和盈利能力占优。公司主要增量来自于金岭矿业，所罗门 金矿选厂已启动1000万吨/年新建计划，紫金赋能工程建设，投产后采选规模将从目前的350万吨/年增 至1350万吨/年，预计于2028年建成投产，估计黄金年产量有望达到15吨，打造成为世界级金矿。 消息面上，受地缘政治风险加剧、实物短缺及美联储政策不确定性影响，周一，国际现货黄金历史性突 破4600美元/盎司。花旗激进上调贵金属短期展望，在牛市情景下，预计未来3个月内金价将冲至5000美 元/盎司，白银达100美元/盎司。摩根士丹利与摩根大通等华尔街投行亦维持长期看涨共识。 智通财经APP获悉，万国黄金集团(03939)早盘涨近7%，月内累计涨幅已超30%。截至发稿，涨5.54%， 报10.09港元，成交额1.97亿港元。 ...

1月13日，受隔夜金价走强催化，黄金有色相关产品表现强势，截至9:45，黄金ETF华夏(518850)涨 0.15%，黄金股ETF（159562）涨3.22%，其持仓股明牌珠宝涨停，山金国际、湖南白银、晓程科技均涨 超7%，万国黄金集团、潮宏基、白银有色等股纷纷走强，有色金属ETF基金(516650)涨2.34%。 消息面上，上周前期美国公布的经济数据强弱均现，没有显著提振货币政策预期，周五晚间非农就业数 据降低1月份降息概率。美联储现任主席遭到调查，加剧美联储独立性担忧，推动贵金属价格偏多运 行。 【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 锦泰期货分析指出，美国2025年12月非农就业数据显著弱于预期，新增非农就业人数不及市场预测，叠 加前期数据下修，强化了市场对美联储2026年开启降息周期的定价。加上当前中东局势紧张、北极地区 军事部署导致地缘政治风险升级，市场避险情绪急剧升温。中长期看，美联储 ...

黄金股多数走高，截至发稿，中国黄金国际(02099)涨6.1%，报177.3港元；灵宝黄金(03330)涨4.4%，报 21.36港元；紫金黄金国际(02259)涨3.59%，报158.5港元；赤峰黄金(06693)涨2.52%，报30.96港元。 消息面上，避险情绪显著升温， 周一黄金首次升破4600美元大关，再创历史新高。鲍威尔突遭调查， 引发市场对美联储独立性的担忧。此外，市场继续关注伊朗局势进展。据央视新闻消息，当地时间12 日，美国国务院已要求美国公民立即离开伊朗。近期，伊朗多地出现抗议活动，其间发生骚乱，造成安 全人员和民众伤亡。花旗预测三个月内金价将达到每盎司5000美元，银价达到100美元。 ...

每经AI快讯，港股黄金股多数走高。截至发稿，中国黄金国际(02099.HK)涨6.1%，报177.3港元；灵宝 黄金(03330.HK)涨4.4%，报21.36港元；紫金黄金国际(02259.HK)涨3.59%，报158.5港元；赤峰黄金 (06693.HK)涨2.52%，报30.96港元。 （文章来源：每日经济新闻） ...

黄金股多数走高，截至发稿，中国黄金（600916）国际(02099)涨6.1%，报177.3港元；灵宝黄金(03330) 涨4.4%，报21.36港元；紫金黄金国际(02259)涨3.59%，报158.5港元；赤峰黄金（600988）(06693)涨 2.52%，报30.96港元。 消息面上，避险情绪显著升温， 周一黄金首次升破4600美元大关，再创历史新高。鲍威尔突遭调查， 引发市场对美联储独立性的担忧。此外，市场继续关注伊朗局势进展。据央视新闻消息，当地时间12 日，美国国务院已要求美国公民立即离开伊朗。近期，伊朗多地出现抗议活动，其间发生骚乱，造成安 全人员和民众伤亡。花旗预测三个月内金价将达到每盎司5000美元，银价达到100美元。 ...

Group 1 - The core viewpoint of the articles highlights the surge in gold prices, reaching new highs, which has positively impacted Hong Kong-listed gold stocks, with notable increases in companies like China Gold International and Shandong Gold [1][2] - Spot gold prices reached $4630 per ounce, while spot silver prices surpassed $86 per ounce, both marking historical highs due to concerns over geopolitical risks and the independence of the Federal Reserve [1] - Citigroup has raised its short-term outlook for precious metals, increasing the gold price target from $4200 to $5000 per ounce and the silver target from $62 to $100 per ounce, reflecting heightened geopolitical risks and physical shortages [1] Group 2 - Specific stock performance includes China Gold International rising by 6.16%, Shandong Gold by 3.34%, and Zijin Mining by 2.61%, with several companies reaching historical highs [2] - Other notable increases in Hong Kong-listed gold stocks include Lingbao Gold at 2.64%, Chifeng Jilong Gold at 2.32%, and Zhenfeng Gold at 2.15% [2] - The overall positive sentiment in the gold sector is reflected in the performance of various companies, indicating strong investor interest amid rising gold prices [2]