（编辑 楚丽君） 证券日报网讯 1月29日，北方铜业发布公告称，公司股票（证券简称：北方铜业，证券代码：000737） 于2026年1月28日、2026年1月29日连续2个交易日收盘价格涨幅偏离值累计超过20%，根据《深圳证券 交易所交易规则》的有关规定，属于股票交易异常波动的情况。公司近期经营情况及内外部经营环境未 发生重大变化。公司的主要产品阴极铜、黄金、白银等产品的市场价格大幅上涨，系本次股价异动的主 要原因。 ...

1月29日，上证指数上涨0.16%，深证成指下跌0.3%，创业板指下跌0.57%。盘后龙虎榜数据显示，共有55只个股 因当日异动登上龙虎榜，资金净流入最多的是铜陵有色（000630.SZ），达4.72亿元。 据21投资通智能监测，39只个股龙虎榜出现了机构的身影，北向资金参与龙虎榜中的个股共涉及30只。 4.72亿资金抢筹铜陵有色，2.12亿资金出逃四川黄金 55只上榜的龙虎榜个股中，26只个股被净买入，29只个股被净卖出。其中，资金净买入最多的是铜陵有色，达 4.72亿元，占总成交金额的3.34%。铜陵有色当日收盘上涨10.06%，换手率为14.33%。 | 名称 | 涨跌幅 | 龙虎榜净买 | 净买额占 | 换手率 | 解读 | | --- | --- | --- | --- | --- | --- | | | | 额(万元) | 总成交比 | | | | 铜陵有色 | 10.06% | 47245 | 3.34% | 14.33% | 主力做T,成功率4 | | | | | | | 6.61% | | 泸州老窖 | 10% | 41070 | 8.82% | 2.65% | 4家机构买入,成功 | | ...

云南铜业公告称，公司股票交易价格在2026年1月28日、1月29日连续两个交易日收盘价格涨幅偏离值累 计达+20%，属异常波动。公司核实，前期披露信息无需更正补充，未发现公共传媒报道未公开重大信 息，生产经营正常，正在开展的发行股份购买资产等事项已及时披露，控股股东和实控人在此期间无买 卖公司股票行为。公司提示主产品市场价格走势不确定等风险。 ...

Core Viewpoint - The non-ferrous copper sector has experienced a strong rally, with several key stocks reaching their daily limit up, indicating significant investor interest and potential growth in this industry. Group 1: Key Companies and Their Performance - Silver (core stock) YS (601212.SH) latest stock price: 15.19 yuan, daily increase: +10.00% (limit up), covers the entire copper-lead-zinc mining and smelting industry chain, with rich copper resources including the domestic Huoyanshan mine and the acquired Cerro Verde copper mine in Peru [1] - Yuguang Gold Lead (600531.SH) latest stock price: 24.97 yuan, daily increase: +10.00% (5 consecutive limit ups), specializes in lead, zinc, copper smelting, and precious metal recycling, with internationally leading "double-bottom blowing continuous copper smelting" technology [2] - Western Gold (601069.SH) latest stock price: 48.69 yuan, daily increase: +10.00% (limit up), besides its main gold business, it has a stake in the Xinjiang Meide Kangte Bahasu copper polymetallic mine with rich copper reserves [3] - Northern Copper Industry (000737.SZ) latest stock price: 12.87 yuan, daily increase: +10.00% (limit up), the largest copper mining and smelting enterprise in North China, with significant potential for new resources in the deep layers of the copper mine [4] - Tongling Nonferrous Metals (000630.SZ) latest stock price: 9.19 yuan, daily increase: +10.00% (limit up), known as the "cradle of copper industry in New China," leading in domestic cathode copper production capacity, with rich copper reserves including the domestic and Ecuadorian Mirador copper mines [5] - Yunnan Copper (000878.SZ) latest stock price: 13.79 yuan, daily increase: +8.70%, the second-largest copper smelting enterprise under Chinalco, with three major smelting bases and rich resources including the planned acquisition of the Pulang copper mine [6] - Feinan Resources (301500.SZ) latest stock price: 31.34 yuan, daily increase: +10.00% (limit up), a leader in hazardous waste disposal and recycling of non-ferrous metals, producing electrolytic copper through recycling waste copper [8] - Jiangxi Copper (600362.SH) latest stock price: 28.52 yuan, daily increase: +7.84%, the largest copper production base and cathode copper supplier in China, with a complete industry chain and actively acquiring large copper mine projects in Ecuador [9] - Electric Alloy (300697.SZ) latest stock price: 16.66 yuan, daily increase: +5.18%, a well-known domestic producer of copper alloy products, serving major international manufacturers like Schneider and ABB [10] - Hunan Silver (core stock) (002716.SZ) latest stock price: 5.04 yuan, daily increase: +10.04% (limit up), specializes in silver and electrolytic copper, with core mining operations at Baoshan Mining's Yanggui lead-zinc mine, which has associated copper resources [11] - Zhongjin Gold (600489.SH) latest stock price: 13.99 yuan, daily increase: +6.30%, primarily focused on gold, with abundant associated copper resources from its mines in Inner Mongolia and Tibet [12] - Zinc Industry Co., Ltd. (000751.SZ) latest stock price: 3.33 yuan, daily increase: +9.90%, specializes in zinc smelting and comprehensive recovery of copper, gold, silver, and other valuable metals [13] - Hengbang Co., Ltd. (002237.SZ) latest stock price: 14.48 yuan, daily increase: +9.98%, focused on gold smelting with a by-product of electrolytic copper, with an annual capacity of 65,000 tons [15] - Jincheng Mining (603979.SH) latest stock price: 51.67 yuan, daily increase: +10.00% (limit up), driven by "mining services + resources," with key copper projects in Congo (Kinshasa), Zambia, and Colombia [16] - Western Mining (601168.SH) latest stock price: 21.07 yuan, daily increase: +10.00% (limit up), one of the largest non-ferrous metal mining companies in the west, owning the Yulong copper mine, the second-largest single copper mine in China [17]

北方铜业1月29日公告，公司股票于2026年1月28日､2026年1月29日连续2个交易日收盘价格涨幅偏离值 累计超过20%，根据《深圳证券交易所交易规则》的有关规定，属于股票交易异常波动的情况｡经核 实，公司近期经营情况及内外部经营环境未发生重大变化。公司的主要产品阴极铜、黄金、白银等产品 的市场价格大幅上涨，系本次股价异动的主要原因。 ...

| 序号 | 交易营业部名称 | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | | | 深股通专用 | 921次 49.51% 2 | 33296.11 | 4.35% | | 2 | 国泰海通证券股份有限公司成都北一环路证券营业部 | 178次 56.74% | 25288.26 | 3.31% | | 3 | 爱建证券有限责任公司上海浦东新区前滩大道证券营业部 | 40次 65.00% A | 10788.97 | 1.41% | | 4 | 国泰海通证券股份有限公司上海松江区中山东路证券营业部 | 101次 50.50% | 10135.40 | 1.32% | | 5 | 机构专用 | 2008次 43.73% A | 8153.12 | 1.07% | | 序号 | 交易营业部名称 | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | | 1 深股通专用 | | 921次 49.51% 0 | 33296.11 | 4.35% | | 2 机构专用 | Basimoney.com | ...

每经AI快讯，1月29日，北方铜业公告称，公司股票连续两个交易日收盘价格涨幅偏离值累计超过 20%，属于股票交易异常波动情况。经核实，公司前期披露的信息无需要更正或补充，近期无公共媒体 可能或已对股价产生重大影响的未公开信息。公司主要产品阴极铜、黄金、白银等市场价格上涨是股价 异动的主要原因。公司无应披露而未披露的重大事项，控股股东和实际控制人也无相关事项。风险提示 中指出，公司主要产品价格走势存在不确定性，提醒投资者注意投资风险。 ...

本周，金属市场掀起一场"资金风暴"，铜价以摧枯拉朽之势突破历史高位，成为市场焦点。1月29日， 沪期铜主力合约强势站上11万元/吨关口，日内涨幅6.71%，创上市以来新高；伦铜三个月期货走势同样 强劲，价格飙升至14125美元/吨历史最高位，内外盘共振上演"金属狂欢"。更引人注目的是，有色板块 单日吸金170亿元，其中沪铜独占151亿元，资金疯狂涌入做多，推动铜价一路"狂飙"。这场行情背后， 是宏观、产业、资金三重逻辑的共振，而未来涨势能否延续，需从多维度拆解。 春节临近，下游加工企业陆续停工，需求进入传统淡季，高价对备货形成抑制。 上海期货交易所监测的铜库存连续七周累积，LME现货贴水扩大至93美元/吨，显示现货市场承压。 一、资金狂潮：铜为何成为"资金宠儿"？ 近期商品市场呈现"普涨"格局，但铜的爆发力尤为突出。其核心逻辑在于：资金对"确定性"的追逐。 贵金属溢出效应：金银连续创历史新高，市场风险偏好升温，资金从避险资产转向工业金属，铜作 为"周期之王"首当其冲。 美联储政策"助攻"：1月28日美联储暂停降息，但鲍威尔对经济"谨慎乐观"的表态，叠加美元指数一度 跌破96.2关口，削弱了持有美元计价资产的成 ...

Core Viewpoint - The company is focused on enhancing copper resource exploration and development in line with national strategies, aiming for significant growth in copper demand and prices due to various industry advancements [1]. Group 1: Company Strategy - The company plans to strengthen its copper resource exploration and development as part of its established strategy [1]. - Future initiatives include completing the acquisition of assets from the controlling shareholder's Hujiayu Mining Company and increasing collaboration with state-owned enterprises and exploration units [1]. - The company aims to achieve breakthroughs in the development of copper resources both domestically and internationally [1]. Group 2: Business Expansion - During the 14th Five-Year Plan period, the company will focus on modernizing its industrial chain, adhering to a development approach that strengthens upstream, supplements midstream, and extends downstream [1]. - Efforts will be made to increase resource reserves and production at mining sites, boost recycled copper output at smelting facilities, and adjust product structures to expand market share in the mid-to-high-end segments [1]. - The company is transitioning from a traditional resource-based enterprise to a modern manufacturing enterprise [1].

涨停表现 凤凰网财经讯 1月29日，三大指数涨跌不一，沪指窄幅震荡，上证50指数涨超1%，创业板指冲高回落，科创50指数跌超3%。 沪深两市成交额3.23万亿，较上一个交易日放量2646亿。盘面上，市场热点快速轮动，全市场超3500只个股下跌。 截至收盘，沪指涨0.16%，深成指跌0.3%，创业板指跌0.57%。 从板块来看，白酒板块午后爆发，泸州老窖、水井坊、舍得酒业、皇台酒业、酒鬼酒涨停。有色金属板块反复活跃，金属铜、贵金属领涨，西部黄金7天4 板，中国黄金5连板，北方铜业2连板创历史新高。油气股延续强势，洲际油气7天5板，准油股份2连板，中曼石油4天3板。房地产板块震荡反弹，大悦城、 三湘印象、我爱我家涨停。 下跌方面，芯片产业链下挫，美埃科技、京仪装备跌超9%。 封板率 69.00% 封板 82 触及 36 昨涨停今表现 3.31% 高开率 75% 获利率 ...