# 铜价大跌，下游采购加速恢复：Mysteel调研国内31家铜杆生产企业(含精铜杆、再生铜杆企业，涉及年产能601万 吨)和6家贸易商反馈，当日铜杆订单量为4.30万吨，较上一交易日增2.86万吨，环比涨幅197.73%。 # 铜价回落，延后的订单正在爆发——来自于Mysteel数据 # 大家还在哆嗦讨论价格的时候，实业已经进场加速采购了，晚上时间段，LME等商品价格都在明显反弹。 # 铜价大跌，下游采购加速恢复：Mysteel调研国内31家铜杆生产企业(含精铜杆、再生铜杆企业，涉及年产能601万 吨)和6家贸易商反馈，当日铜杆订单量为4.30万吨，较上一交易日增2.86万吨，环比涨幅197.73%。 # 铜价回落，延后的订单正在爆发——来自于Mysteel数据 # 大家还在哆嗦讨论价格的时候，实业已经进场加速采购了，晚上时间段，LME等商品价格都在明显反弹。 # 提供抄底组合：优质公司的底部显现 # 1、铜：紫金矿业（9000亿是底部）、西部矿业（700亿底部）、洛阳钼业（4500亿左右的底部）；五矿资源和 中国有色矿业本身估值就很低；# 以上按照1.2万美元的价格假设。 盛屯矿业（40亿利润，10倍估值） ...

LONDON, Feb. 02, 2026 (GLOBE NEWSWIRE) -- Ferroglobe PLC (NASDAQ: GSM) announced today that it will issue fourth quarter and full-year 2025 financial results after the market closes on Tuesday, February 17, 2026, and will host the quarterly earnings call on Wednesday, February 18, 2026, at 8:30 a.m. Eastern Time. To join via phone: Conference call participants should pre-register using this link:https://register-conf.media-server.com/register/BI51f61f62f70847a4a3a2654906d1f419 Once registered, you will rece ...

SOUTH BOSTON, Va., Feb. 02, 2026 (GLOBE NEWSWIRE) -- IperionX Limited (IperionX) (NASDAQ: IPX, ASX: IPX) IperionX has released its 2026 letter from CEO Taso Arima to shareholders and other valued stakeholders, outlining plans to grow the U.S.'s leading domestic titanium manufacturing platform, essential to America’s industrial renewal, defense strength, and long-term prosperity. Dear IperionX Shareholders, We enter 2026 in a strong position, well-placed to advance America’s reindustrialization by both resho ...

Market Overview - On February 2, over 30 ETF products hit the daily limit down, primarily from the gold and non-ferrous metal sectors, while ETFs related to electric grids, food and beverages, and banks showed resilience with gains [1][5] - The overall ETF market saw only about 50 products in the green at the close of trading [3] ETF Performance - The New Economy ETF by Yinhua (159822) recorded the highest single-day gain of over 7% on February 2 [3] - Several ETFs in the electric grid and food and beverage sectors demonstrated significant anti-drawdown characteristics, with notable performances including: - New Economy ETF Yinhua: 0.80 CNY, +7.57% - Food and Beverage ETF: 0.55 CNY, +1.48% - Electric Grid Equipment ETF: 1.75 CNY, +1.33% [4] Fund Flows - In January, multiple broad-based ETFs experienced significant net outflows, with a total exceeding 570 billion CNY from four major Hu-Shen 300 ETFs [8] - The specific net outflows for January included: - Huatai-PineBridge Hu-Shen 300 ETF: -190.84 billion CNY - E Fund Hu-Shen 300 ETF: -152.66 billion CNY - China Asset Hu-Shen 300 ETF: -137.59 billion CNY - Harvest Hu-Shen 300 ETF: -98.69 billion CNY [9] Market Sentiment - Current market conditions are characterized as a short-term emotional disturbance period, with expectations of a spring rally not yet concluded [3] - Analysts suggest that while there may be short-term volatility, the underlying logic supporting risk assets remains intact due to anticipated easing in 2026 and limited tightening actions from the Federal Reserve [3][7] Precious Metals Market - The precious metals market has seen a significant correction, attributed to a combination of speculative trading and increased margin requirements, leading to a technical clearing rather than a fundamental policy shift [6][7] - Despite recent volatility, long-term trends suggest continued support for precious metals due to weakening dollar credit and ongoing central bank purchases [7]

记者｜金珊 李益文 见习记者林芊蔚 编辑｜江佩佩 2月2日，亚太股市集体跳水。 截至北京时间11:50左右，日本东证指数、日经225指数回吐此 前涨幅；韩国KOSPI指数跌幅扩大至5%，其中，韩国半导体板块领跌， SK海力士跌超6%， 三星电子跌逾4%。最新消息， 韩国证券交易所短暂暂停股票交易。 A股方面， 市场早间震荡调整，三大指数均跌超1%。沪深京三市超3400股飘绿，半天成交 1.66万亿元。 | 内地股票 | | | | --- | --- | --- | | 行情 | 资金净流入 | 涨跌分布 | | 上证指数 | 深证成指 | 科创综指 | | 4063.54 | 14006.25 | 1790.74 | | -54.41 -1.32% -199.65 -1.41% -41.82 -2.28% | | | | 万得全A | 创业板指 | 北证50 | | 6690.89 | 3306.94 | 1514.43 | | -92.90 -1.37% -39.41 -1.18% -17.12 -1.12% | | | 白酒股集体走高，其中，水井坊涨超7%，山西汾酒、贵州茅台、五粮液涨超2%，古井贡酒、 ...

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 钢材：春节因素供需双弱，钢价或将窄幅震荡 （邱跃成，从业资格号：F3060829；交易咨询资格号：Z0016941） 需求：2025年全国固定资产投资同比下降3.8%，较1-11月降幅扩大1.2个百分点。其中制造业投资同比 增长0.6%，较1-11月增幅收窄1.3个百分点；基础设施投资同比下降2.2%，较1-11月降幅扩大1.1个百分 点；房地产开发投资比上年下降17.2%，较1-11月降幅扩大1.3个百分点。投资增速延续全面下行态势， 钢材需求表现低迷。1月螺纹周均表需182万吨，环比12月回落12%；1月热卷周均表需311万吨，环比12 月回升1%。1月钢材需求螺纹弱热卷强，基本符合季节性特征。2月份受春节长假影响，钢材市场需求 将趋近于停滞。 供应：2025年我国粗钢产量9.61亿吨，同比减少4422万吨，降幅4.4%；2025年我国生铁产量8.36亿吨， 同比减少2586万吨，降幅3%。1月份产量略有回升，铁水产量回升0.55万吨，五大材产量回升7.99万 吨，其中螺纹产量回升11.61万吨，热卷产量回升4.7万吨。2月份电炉钢厂逐步放 ...

ab 29 January 2026 Global Research HOLT Materials Could 2026 Be a Turning Point for the Sector? Sector Overview (Pages 2-8) The Materials sector has lagged the broader market on price performance in the trailing 5 years (+60% vs +85%), driven by its weak fundamentals. However, signs of a potential recovery are emerging: CFROI revisions have turned positive, with CFROI revisions breadth now at approximately 50%, showing signs of early stabilization. Valuations remain compelling, with the sector still trading ...

铜行业周报 2026/01/30 咨询业务资格：沪证监许可【2012】1515号 研报作者：许亮 Z0002220 审核：唐韵 Z0002422 【免责声明】 本报告基于本公司认为可靠的、已公开的信息编制，但本公司对该等信息的准确性及完整性不作任何保证。本报告所载的意见、结论及预测仅反映报告发布时的观点、结论 和建议。在不同时期，本公司可能会发出与本报告所载意见、评估及预测不一致的研究报告。本公司不保证本报告所含信息保持在最新状态。本公司对本报告所含信息可在不发出通知的情 形下做出修改， 交易者（您）应当自行关注相应的更新或修改。本公司力求报告内容客观、公正，但本报告所载的观点、结论和建议仅供参考，交易者（您）并不能依靠本报告以取代行 使独立判断。对交易者（您）依据或者使用本报告所造成的一切后果，本公司及作者均不承担任何法律责任。本报告版权仅为本公司所有。未经本公司书面许可，任何机构或个人不得以翻 版、复制、发表、引用或再次分发他人等任何形式侵犯本公司版权。如征得本公司同意进行引用、刊发的，需在允许的范围内使用，并注明出处为"东亚期货"，且不得对本报告进行任何有 悖原意的引用、删节和修改。本公司保留追究相关责 ...

By the end of the session, the benchmarks had pared some losses, with the Sensex down 296.59 points or 0.36% at 82,269.78, while the Nifty fell 98 points or 0.39% to end at 25,320.65.Here's how analysts read the market pulse:Indian equity markets remained volatile ahead of the Union Budget, with benchmark indices dragged lower by weakness in “With geopolitical risks and global tariff pressures rising, the Union Budget is keenly awaited for cues on growth support and fiscal discipline. Globally, although a ...

In the current market session, Barrick Mining Inc. (NYSE:B) stock price is at $45.86, after a 11.89% decrease. However, over the past month, the company's stock went up by 4.02%, and in the past year, by 176.87%. Shareholders might be interested in knowing whether the stock is overvalued, even if the company is not performing up to par in the current session. Barrick Mining P/E Compared to CompetitorsThe P/E ratio is used by long-term shareholders to assess the company's market performance against aggregate ...