主力资金早间净流入有色金属、基础化工、石油石化、建筑装饰等板块，净流出电力设备、国防军工、 医药生物、汽车等板块。 具体到个股来看，中国铝业、网宿科技、省广集团获净流入33.76亿元、29.54亿元、21.27亿元。 净流出方面，阳光电源、贵州茅台、航天电子遭抛售19.11亿元、15.44亿元、15.12亿元。 (本文来自第一财经) ...

Group 1 - The non-ferrous metal sector experienced a rebound on January 28, with several companies reaching their daily limit up, indicating strong market performance [1] - Notable companies that saw significant gains include Nanmin Group, Xiaocheng Technology, Hunan Gold, Sichuan Gold, and others, reflecting a broad-based rally in the sector [1] - Additional companies such as Copper Crown Mining, Naipu Mining Machinery, and Dongfang Tantalum also showed upward movement, suggesting positive sentiment across the industry [1]

Group 1 - The core viewpoint of the news highlights the strong performance of the A-share cyclical sector, particularly the 中证现金流ETF大成 (159235), which has seen a significant increase in both price and trading volume, indicating robust investor interest [1] - The 中证全指自由现金流指数, which the ETF tracks, focuses on companies with high free cash flow, reflecting strong cash flow generation capabilities, and has shown a strong upward trend, with a 2.02% increase [1][2] - The index's top ten weighted stocks include major companies such as 中国海油, 上汽集团, and 格力电器, which are positioned to benefit from the current cyclical recovery in the market [1][2] Group 2 - The index's focus on high cash flow companies is particularly relevant in the current cyclical environment, where sectors like oil, steel, and non-ferrous metals are experiencing improved supply-demand dynamics and rising product prices [2] - The recovery in domestic industrial production and infrastructure demand, along with low inventory levels, is providing strong upward momentum for the index, enhancing its performance [2] - The home appliance sector, which constitutes about 10% of the index, is also benefiting from increased domestic demand and improving conditions in the real estate sector, contributing to the overall resilience of the index [2] Group 3 - The analysis from 西部证券 indicates that during periods of economic downturn, there is a tendency for investors to flock to gold and stable cash flow assets, which has led to a reevaluation of cash flow strategies in the A-share market [3] - The shift from "involution" to "anti-involution" and the return of cross-border capital are expected to improve corporate free cash flow, making cash flow strategies more competitive compared to dividend strategies [3]

Core Viewpoint - The aluminum alloy industry in China is projected to experience significant growth, with a notable increase in production and market dynamics from 2025 to 2032 [1] Industry Overview - According to the National Bureau of Statistics, China's aluminum alloy production is expected to reach 1.83 million tons by December 2025, representing a year-on-year growth of 13.7% [1] - Cumulative aluminum alloy production in China for 2025 is forecasted to be 19.297 million tons, reflecting a cumulative growth of 15.8% [1] Market Research - The report titled "2026-2032 China Aluminum Alloy Industry Market Operation Pattern and Prospect Strategic Analysis Report" by Zhiyan Consulting provides insights into the operational landscape and future strategies of the aluminum alloy market in China [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research and offering comprehensive consulting services for investment decisions [1]

Group 1 - The non-ferrous metal sector experienced a volatile rebound, with several companies reaching their daily limit up [1] - Notable companies that saw significant gains include Nanmin Group, Xiaocheng Technology, Hunan Gold, Sichuan Gold, and Silver Industry [1] - Other companies that followed suit with increases include Zhaojin Gold, Yuguang Gold Lead, Western Gold, Zinc Industry Co., Feinan Resources, and Hebang Bio [1] Group 2 - China Aluminum, Yiqiu Resources, Chang Aluminum, and China Nonferrous Metals also reported notable stock price increases [1] - Additional companies that experienced upward movement include Tongguan Mining Construction, Naipu Mining Machinery, Xinweiling, Fushite, and Dongfang Tantalum [1] - Tongling Nonferrous Metals was among the companies that benefited from the overall market trend [1]

Group 1 - The core viewpoint of the news highlights the significant surge in the performance of the Huabao Nonferrous Metal ETF (159876), which has reached a historical high with a price increase of over 4.2% and a current rise of 3.55% [1] - The Huabao Nonferrous Metal ETF has seen a net subscription of 12.9 million units, with a total inflow of 856 million yuan over the past 20 days, indicating strong investor interest [1] - Key stocks within the nonferrous metal sector, such as Silver Nonferrous, Hunan Gold, and Western Gold, have hit the daily limit, while others like Huafeng Aluminum and Tongling Nonferrous have risen over 8% [1][2] Group 2 - International gold prices have reached a new high of $5,220 per ounce, driven by various macroeconomic events and geopolitical tensions, leading to increased demand for gold as a safe-haven asset [2] - The World Gold Council reported that international gold prices surged by 67% in 2025, marking the most significant increase since 1979, while domestic gold prices rose by 58% [3] - Analysts suggest that the ongoing bullish sentiment in the gold market may continue, influenced by factors such as Federal Reserve interest rate expectations and geopolitical uncertainties [3][4] Group 3 - The market is currently witnessing a comprehensive bull market in nonferrous metals, with significant price increases across various metals including gold, silver, copper, and lithium [4] - Investment strategies recommend maintaining a 10%-20% allocation in the nonferrous metal sector within investment portfolios to capitalize on potential price increases while diversifying risk [3] - The Huabao Nonferrous Metal ETF and its linked funds cover a wide range of metals, allowing investors to better capture the overall sector's performance [3]

风险提示：基金有风险，投资需谨慎。 兴业证券此前发布研报称，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。 据了解，有色矿业ETF招商(场内：159690；场外：026477)前三大权重品种铜（31%）、金（14%）、 铝（12%）合计占比近6成，龙头集中度高。还自带"杠杆属性"，被称为"周期放大器"：由于集中投资 上游资源龙头，在矿业公司成本相对固定时，有色金属价格上涨导致涨价部分几乎全是利润。因此形成 利润+估值双提升的"戴维斯双击"行情，净值涨幅数倍于商品本身。 1月28日，金银狂飙！数据显示，截至10时55分，有色矿业ETF招商(159690)放量涨4.12%，一度涨 4.85%；成分股白银有色、湖南黄金、西部黄金纷纷涨停！湖南白银、华锡有色、赤峰黄金涨幅居前。 | 序号 | 代码 | 有色矿 ETF招商159690成分蒸馏。 | | 估算权重 | | --- | --- | --- ...

| 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 600916 | 中国黄金 | 12.27 | 10.04% | | 000758 | 中包股份 | 8.95 | 9.41% | | 601600 | 中国铝业 | 14.48 | 9.12% | | 600489 | 中金黄金 | 37.01 | 7.96% | | 601618 | 中国中冶 | 3.39 | 7.62% | | 600339 | 中油工程 | 3.99 | 7.84% | | 600938 | 思想图书 | 35.48 | 6.71% | | 601068 | 中铝国际 | 6.42 | 6.29% | | 002080 | 中材科技 | 41.53 | 6.41% | | 600176 | 中国巨石 | 21.78 | 6.19% | | 601390 | 中国中铁 | 5.79 | 4.51% | | 601857 | 中国石油 | 10.88 | 4.21% | | 601117 | 中国化学 | 9.15 | 3.74% | | 601061 | 中信金属 | 16.44 ...

有色ETF鹏华紧密跟踪国证有色金属行业指数，国证有色金属行业指数参照国证行业分类标准，选取归 属于有色金属行业的规模和流动性突出的50只证券作为样本，反映了沪深北交易所有色金属行业上市公 司的整体收益表现，向市场提供细分行业的指数化投资标的。 数据显示，截至2025年12月31日，国证有色金属行业指数(399395)前十大权重股分别为紫金矿业、洛阳 钼业、北方稀土、华友钴业、中国铝业、赣锋锂业、云铝股份、山东黄金、中金黄金、天齐锂业，前十 大权重股合计占比51.65%。 有色ETF鹏华(159880)，场外联接(A：021296；C：021297；I：022886) 贵金属概念持续拉升，消息面上，1月28日，现货黄金首次突破5200美元/盎司，年内累计涨幅超过 20%，持续刷新历史系高。现货白银站上113美元/盎司。 华福证券指出，短期而言，美联储降息预期摇摆，整体呈现易涨难跌格局；中长期而言，全球关税政策 和区域政治的不确定性背景下，避险和滞涨交易仍是黄金交易的核心，长期配置价值不改。 截至2026年1月28日 10:40，国证有色金属行业指数(399395)强势上涨3.95%，成分股白银有色上涨 10.0 ...

南方财经1月28日电，电解铝概念盘中持续拉升，中国铝业涨停，创2009年12月以来新高，此前怡球资 源、常铝股份涨停，华峰铝业、云铝股份、天山铝业、新疆众和等跟涨。消息面上，LME期铝主力合 约盘中触及3250美元/吨，创2022年4月以来新高。 ...