据交易所数据显示，截至1月15日开盘一小时，大盘主力资金净流出454.03亿元。主力资金流入前十大板块分别为：电池（22.00亿元）、 能源金属（18.21亿 元）、 有色金属（15.49亿元）、 非金属材料（14.19亿元）、小金属（14.16亿元）、化学制品（10.10亿元）、贵金属（5.16亿元）、电子化学品（4.89亿 元）、 光伏设备（4.81亿元）、 化肥行业（3.98亿元）。 | 贵金属 | 5.02 | 5.16亿元 | 四川黄金 | | --- | --- | --- | --- | | 电子化学品 | 1.51 | 4.89亿元 | 南大光电 | | 光伏设备 | 0.01 | 4.81亿元 | 航天机电 | | 化肥行业 | 2.52 | 3.98亿元 | 盐湖股份 | *数据仅供参考，不构成投资建议 | 板块名称 | 涨跌幅 (%) | 板块资金流向 | 净流入最大 | | --- | --- | --- | --- | | 电池 | 2.55 | 22.00亿元 | 天际股份 | | 能源金属 | 3.58 | 18.21亿元 | 华友钻业 | | 有色金属 | 2.36 | 15. ...

投资咨询业务资格:证监许可【2012】31号 【C 国贸易所 宏观金融数据日报 国贸期货研究院 宏观金融研究中心 郑雨婷 期货执业证号:F3074875: 投资咨询证号:Z0017779 2026/1/15 | | 品种 | 收盘价 | 较前值变动 | 品种 | 收盘价 | 较前值变动 | | --- | --- | --- | --- | --- | --- | --- | | | | | (bp) | | | (bp) | | | DRO01 | 1.39 | 0.07 | DR007 | 1.57 | 1.94 | | ह | GC001 | 1.52 | 5.00 | GC007 | 1.58 | 1.50 | | 市 | SHBOR 3M | 1.60 | 0.00 | LPR 5年 | 3.50 | 0.00 | | 市 | 1年期国债 | 1.27 | 0.77 | 5年期国债 | 1.63 | -0.75 | | 场 | 10年期国债 | 1.85 | -0.74 | 10年期美债 | 4.18 | -1.00 | | | | For a time and and the may of the ...

Core Viewpoint - The non-ferrous metal sector is experiencing significant growth, with the popular ETF, Huabao Non-ferrous ETF (159876), hitting a new historical high and attracting substantial capital inflow [1][9]. Group 1: Market Performance - The Huabao Non-ferrous ETF (159876) saw an increase of 3.23% and 2.69%, marking five consecutive days of gains and setting a new historical high [1][9]. - As of the report, the ETF received a net subscription of 38.4 million units, accumulating a total of 440 million yuan in the past ten days [1][9]. Group 2: Sector Analysis - In the gold sector, Xian Financial Securities suggests that the U.S. faces recession pressures, high sovereign debt, and trade deficits, which weaken the dollar's credibility, leading to increased focus on gold as a global asset [2][10]. - For copper, China Galaxy Securities indicates that there is still significant upward potential for copper prices, as historical data shows that current prices, adjusted for inflation, have not reached previous supercycle highs [3][11]. - Strategic metals like tungsten, molybdenum, titanium, and rare earths are expected to see increased demand due to technological revolutions and supply chain security concerns, as noted by CITIC Securities [3][11]. Group 3: Stock Performance - Key stocks in the non-ferrous metal sector include Huaxi Non-ferrous, Hunan Silver, and Huayou Cobalt, all of which have surged over 7% [4][12]. - Other notable performers include Ganfeng Lithium, which rose over 6%, and several other stocks that experienced significant gains [4][12]. Group 4: Future Outlook - The industry is expected to enter a supercycle driven by the convergence of AI advancements and global order restructuring, with historical parallels drawn to significant macroeconomic events [5][13]. - Institutions predict a bullish market for non-ferrous metals, with expectations of a synchronized upward trend in currency, demand, and supply by 2026 [5][13].

格隆汇1月15日｜A股三大股指盘初集体翻红，创业板指涨0.5%，能源金属、电池板块涨幅居前。 ...

Market Overview - The A-share market opened lower with the Shanghai Composite Index down 0.48%, the Shenzhen Component down 0.63%, the ChiNext Index down 0.93%, and the Sci-Tech Innovation Board down 0.94% [2][3] - The Hang Seng Index opened down 0.1%, and the Hang Seng Tech Index fell by 0.55% [6][7] Sector Performance - AI application stocks, CRO, commercial aerospace, brain-computer interface, nuclear fusion, and robotics concepts saw significant declines [1][3] - Energy metals, cybersecurity, and cross-border payment concept stocks remained active [3] Notable Stocks - Sunflower (向日葵) opened at a limit down due to an investigation by the China Securities Regulatory Commission for suspected information disclosure violations, leading to the termination of its asset restructuring [3][4] - Tianpu Co. (天普股份) approached a limit down after receiving an inquiry letter from the Shanghai Stock Exchange regarding its main business and executive qualifications [4][5] - Ctrip Group (携程集团) fell nearly 15% following an investigation by the market regulatory authority [6][7]

Market Overview - The market experienced a pullback after an initial rise, with the Shanghai Composite Index dropping by 0.31% while the Shenzhen Component and ChiNext Index rose by 0.56% and 0.82% respectively [1] - The total trading volume in the Shanghai and Shenzhen markets reached 3.94 trillion yuan, an increase of 290.4 billion yuan compared to the previous trading day, marking the third consecutive day of surpassing 3.5 trillion yuan [1] - Over 2,700 stocks in the market saw gains, with notable sectors including AI applications, computing hardware, and semiconductors showing strong performance [1] Investment Insights - CITIC Securities emphasizes that "self-controllability and AI" will be the main theme throughout the year, predicting significant performance in related sectors by 2025 [2] - China Galaxy Securities highlights the "AI leap + century change" synergy driving a super copper cycle, suggesting that copper prices have substantial upward potential despite recent highs [3] - CICC notes that the mid-term "stock-bond seesaw" effect will further support A-share performance, with a global interest rate cut cycle expected to enter its second half in 2026 [3]

证券之星消息，1月14日能源金属板块较上一交易日下跌1.84%，盛新锂能领跌。当日上证指数报收于 4126.09，下跌0.31%。深证成指报收于14248.6，上涨0.56%。能源金属板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301219 | 腾远钻业 | 72.30 | 2.10% | 16.23万 | | 11.93亿 | | 600711 | 暨中矿业 | 17.15 | 1.60% | 180.21万 | | 30.56亿 | | 000408 | 藏格矿业 | 89.73 | -0.19% | 17.04万 | | 15.28 乙 | | 300618 | 塞锐铝业 | 48.00 | -1.03% | 21.01万 | | 10.22亿 | | 603799 | 华友钻业 | 73.98 | -1.54% | 65.59万 | | 49.08亿 | | 603399 | 永杉锂业 | 11.25 | -2.00% | 28.51万 | | ...

1月14日，市场冲高回落，沪指午后快速翻绿，此前一度涨超1%。A股成交额3.99万亿元，创历史天量，较上一个交易日放量2880亿元。这也是1月9日成 交额突破3万亿元后，市场连续4个交易日维持3万亿以上规模。盘面上，市场热点快速轮动，全市场超2700只个股上涨。截至收盘，沪指跌0.31%，深成 指涨0.56%，创业板指涨0.82%。 值得一提的是，今日午盘，经中国证监会批准，沪深北交易所发布通知调整融资保证金比例，将投资者融资买入证券时的融资保证金最低比例从80%提高 至100%。 有数据显示，2025年全年新开两融账户达154.21万户，创下近十年以来的最高纪录，较2024年增加了53.36万户，增幅超52%，较2018年的阶段性低点 40.34万户增长近3.8倍。2025年末两融账户总数突破1564万户，较2024年末实现跨越式增长。截至2025年末，全市场融资余额从2024年末的1.85万亿元升 至2.52万亿元，增幅超36%，投资者参与两融业务的热情高涨。 海能投顾公司投资顾问刘航表示，今天市场在上午和下午经历了冰火两重天节奏，主要受午间消息方面对于市场情绪的影响，行情的趋势没有改变、不过 市场的节奏 ...

Market Performance - The A-share market showed mixed performance on January 14, with the Shanghai Composite Index briefly rising over 1% to reach a ten-year high before closing down 0.31% at 4126.09 points [1] - The Shenzhen Component Index increased by 0.56% to close at 14248.60 points, while the ChiNext Index rose by 0.82% to finish at 3349.14 points [1] Trading Volume - The combined trading volume of the Shanghai, Shenzhen, and Beijing markets reached a record high of 39,872 billion, an increase of 2,881 billion from the previous day [3] - This marked the third consecutive day of record trading volumes, with the previous day's volume at 36,991 billion and the day before that at 36,400 billion, surpassing the previous record of 34,549.33 billion set on October 8, 2024 [3] Sector Performance - Notable sectors with significant gains included Huawei Ascend, cross-border payments, AI data, computing, publishing, and precious metals [3] - Conversely, sectors such as aerospace, telecommunications, lithium mining, energy metals, banking, and airports experienced declines [3] Stock Highlights - The market saw rapid rotation of hotspots, with over 2,700 stocks rising. The AI application concept surged, with more than twenty constituent stocks hitting the daily limit, including Liou Co. with six consecutive limit-ups in nine days [3] - Other notable stocks included Xinhua Net, People’s Daily, and Sanjiang Shopping, which achieved three consecutive limit-ups, while Yiwang Yichuang had two limit-ups in three days [3] - The computing hardware concept also saw gains, with Guangxun Technology hitting a limit-up and a new high [3] - The semiconductor sector rose, with Yaxiang Integration achieving a limit-up and a historical high [3] - The commercial aerospace concept was active, with Haige Communication achieving three consecutive limit-ups and several other stocks like Datang Telecom and Jiayuan Technology also hitting limit-ups [3] Declines - The energy metals, insurance, and banking sectors faced the largest declines, with the lithium mining concept notably dropping, leading to Guocheng Mining hitting the daily limit-down [3]

1月14日，盛屯矿业（维权）盘中上涨2.07%，截至14:09，报17.23元/股，成交23.99亿元，换手率 4.60%，总市值532.51亿元。 盛屯矿业所属申万行业为：有色金属-能源金属-钴。所属概念板块包括：有色锌、钴镍、小金属、有色 铜、MSCI中国等。 截至12月31日，盛屯矿业股东户数13.95万，较上期减少7.67%；人均流通股22156股，较上期增加 8.31%。2025年1月-9月，盛屯矿业实现营业收入217.17亿元，同比增长22.99%；归母净利润17.02亿元， 同比增长0.06%。 分红方面，盛屯矿业A股上市后累计派现10.85亿元。近三年，累计派现5.40亿元。 责任编辑：小浪快报 资金流向方面，主力资金净流出1.48亿元，特大单买入2.77亿元，占比11.53%，卖出3.47亿元，占比 14.46%；大单买入6.36亿元，占比26.51%，卖出7.14亿元，占比29.75%。 盛屯矿业今年以来股价涨13.65%，近5个交易日涨1.17%，近20日涨30.23%，近60日涨70.07%。 资料显示，盛屯矿业集团股份有限公司位于福建省厦门市思明区展鸿路81号波特曼财富中心A座52层 ...