个股来看，今日早盘涨停数量为28家（不包括ST及未开板新股），炸板率为40%，连板股数量为9家，拓日新能、中农联合、中国黄金3连板，招金黄金、天 奇股份、达安基因、湖南黄金、光正眼科、天地在线2连板。 板块上，半导体产业链全线爆发，东芯股份、康强电子、金海通、电科芯片等个股涨停，明微电子、芯源微、晶丰明源、炬光科技、中微半导等个股涨幅居 前。 一、【早盘盘面回顾】 智通财经1月27日讯，市场早盘探底回升，创业板指震荡翻红，此前一度跌超1%。沪深两市半日成交额1.87万亿，较上个交易日缩量3674亿。全市场超4400 只个股下跌。从板块来看，贵金属概念延续强势，中国黄金3连板，湖南黄金2连板。半导体设备股震荡反弹，芯源微涨近14%，亚翔集成、圣晖集成涨停。 CPO概念表现活跃，源杰科技涨超10%创历史新高，汇绿生态涨停。超硬材料概念走强，黄河旋风涨停。下跌方面，电池产业链集体下挫，天际股份触及跌 停。截至收盘，沪指涨0.03%，深成指跌0.37%，创业板指涨0.44%。 中信建投证券研报称，受AI需求爆发、供给侧收缩等多重因素影响，存储芯片正处于价格上升期，推动全球存储产业链企业迎来业绩爆发。存储产线建设 及国 ...

Market Performance - A-shares saw a total of 31 stocks hitting the daily limit up and 13 stocks hitting the daily limit down during the half-day session on January 27 [1] - The precious metals sector was active, with Zhaojin Gold achieving five consecutive limit ups in seven days, and Hunan Gold achieving two consecutive limit ups [1] - The cultivated diamond concept strengthened, with China Gold achieving three consecutive limit ups and Huanghe Xuanfeng hitting the limit up [1] - The semiconductor sector also rose, with Dongxin Co. and Electronic Science & Technology Chip both hitting the limit up [1] Continuous Limit Up Stocks - Tiandi Online achieved four consecutive limit ups in seven days, while *ST Chengchang achieved four consecutive limit ups [1] - Tuo Ri New Energy and Zhongnong United both achieved three consecutive limit ups, while Pingtan Development achieved two limit ups in three days [1] - Tianqi Co. and Daan Gene both achieved two consecutive limit ups, with Zhongci Electronics and Yaxiang Integration also hitting the limit up [1] Continuous Limit Down Stocks - *ST Aowei faced 13 consecutive limit downs, while *ST Wanfang faced 11 consecutive limit downs [1] - *ST Yanshi and *ST Jieneng both faced two consecutive limit downs, with *ST Xiongmao and *ST Gaosi also hitting the limit down [1]

昨日盘中现货黄金一度升至5111.11美元/盎司，再创历史新高，虽之后有所回落，但今日涨势继续，目前价格维持在5065美 元附近；现货白银昨日一度升至117.7285美元/盎司，创历史新纪录，岁之后回落，但今日继续上涨，目前稳定在110美元上 方。 1月27日，A股市场多数黄金股继续强势，其中，湖南黄金涨停，中国黄金涨9%，豫光金铅涨近9%，晓程科技、招金黄金 涨超7%，盛达资源涨超6%，白银有色涨超5%。 值得注意的是，湖南黄金、豫光金铅、晓程科技、招金黄金、四川黄金、盛达资源、西部黄金、紫金矿业、铜陵有色、中 金黄金、湖南白银、山东黄金、山金国际、赤峰黄金、洛阳钼业盘中均创出历史新高。 股票频道更多独家策划、专家专栏，免费查阅>> | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 002155 | 湖南黄金 | 1 | 10.01 | 434亿 | 31.82 | | 600916 | 中国黄金 | 1 | 9.07 | 186亿 | 35.71 | | 600531 | 豫光金铅 | 1 | 8. ...

格隆汇1月27日｜A股市场多数黄金股继续强势，其中，湖南黄金涨停，中国黄金涨9%，豫光金铅涨近9%，晓程科技、招金黄金涨超7%，盛达资源涨超 6%，白银有色（维权）涨超5%。 值得注意的是，湖南黄金、豫光金铅、晓程科技、招金黄金、四川黄金、盛达资源、西部黄金、紫金矿业、铜陵有色、中金黄金、湖南白银、山东黄金、山 金国际、赤峰黄金、洛阳钼业盘中均创出历史新高。 MACD金叉信号形成，这些股涨势不错！ 昨日盘中现货黄金一度升至5111.11美元/盎司，再创历史新高，虽之后有所回落，但今日涨势继续，目前价格维持在5065美元附近；现货白银昨日一度升至 117.7285美元/盎司，创历史新纪录，岁之后回落，但今日继续上涨，目前稳定在110美元上方。 | 代码 | 名称 | | 涨幅% J | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 002155 | 湖南黄金 | 1 | 10.01 | 434亿 | 31.82 | | 600916 | 中国黄金 | 1 | 9.07 | 186亿 | 35.71 | | 600531 | 豫光金铅 | 1 | ...

Core Viewpoint - The surge in metal prices, particularly gold and silver, is driven by a combination of geopolitical risks, monetary policy expectations, and structural weaknesses in the dollar credit system, leading to significant investment opportunities in the precious metals sector [4][10]. Group 1: Metal Price Movements - On January 26, gold prices surpassed $5100 per ounce, while silver prices reached over $110 per ounce, marking a significant increase in the precious metals market [4][5]. - The A-share market saw the precious metals sector lead with a 7.3% increase, while basic metals also experienced a rise of 2.73% [2][3]. - Analysts predict that the overall strong trend in the precious metals market will continue, although caution is advised due to high volatility [4][10]. Group 2: Company Performance and Earnings - As of January 26, 73% of the 26 listed companies in the non-ferrous metals sector have reported positive earnings forecasts for 2025, largely attributed to rising metal prices [6][8]. - Companies like Zhao Jin Gold and Hunan Gold expect significant profit increases due to higher gold and other metal prices [7][8]. - The acquisition of gold mines by companies such as Luoyang Molybdenum indicates a strategic move to enhance production capabilities amid rising prices [8]. Group 3: Market Dynamics and Future Outlook - The current market dynamics suggest a potential for further price increases in metals, driven by global economic conditions and supply constraints [9][10]. - Analysts recommend a cautious approach to investment, suggesting strategies that include dollar-cost averaging and careful risk management [10][11]. - Regulatory measures may be implemented to curb excessive speculation in the metals market, emphasizing the need for compliance with trading rules [11].

Core Viewpoint - The gold sector has experienced a significant surge, with gold prices surpassing $5000, leading to a collective rise of over 10% in gold stocks on January 26, marking a rare event in the A-share market [2][3]. Group 1: Market Performance - On January 26, the precious metals sector led the A-share market, with notable stocks like China Gold (600916) hitting the daily limit and achieving a rare two consecutive limit-up days [3]. - Several gold stocks, including Hunan Gold (002155) and Zhaojin Mining (000506), saw increases of around 10% [4][6]. - The overall trading volume in the gold sector reached 354.42 billion [3]. Group 2: Company Earnings Forecasts - Hunan Gold announced an expected net profit of 1.27 billion to 1.608 billion for 2025, representing a year-on-year increase of 50% to 90% [8][9]. - Zhaojin Mining projected a net profit of 122 million to 182 million for 2025, recovering from a loss of 127 million in the previous year [10][11]. - Zijin Mining (601899) expects a net profit of 51 billion to 52 billion for 2025, reflecting a growth of 59% to 62% [12]. - Chifeng Jilong Gold Mining (600988) anticipates a net profit of 3 billion to 3.2 billion for 2025, indicating a growth of 70% to 81% [12].

Core Viewpoint - Solid growth in core business is essential for companies to navigate through economic cycles [1] Performance Growth Highlights - **XianDao Intelligent (300450)**: Expected net profit of 150 million to 180 million, a year-on-year increase of 424.29% to 529.15% due to recovery in global battery demand and internal digital transformation [6] - **YongChuang Intelligent (603901)**: Expected net profit of 12.8 million to 15.5 million, a year-on-year increase of 721.57% to 894.86% driven by improved delivery efficiency and product structure optimization [7] - **DaoShi Technology (300409)**: Expected net profit growth of 206.01% to 269.76% due to increased production capacity and recovery in cobalt prices [8] - **FuDa Alloy (603049)**: Expected net profit growth of 119.14% to 219.95% supported by stable demand in power equipment and new energy sectors [9] - **ZhaoJin Gold (000506)**: Expected net profit of 12.2 million to 18.2 million, a turnaround from a loss of 127 million last year, driven by increased production and rising gold prices [10] - **SiTeWei (688213)**: Expected net profit of 97.635 million to 103.053 million, a year-on-year increase of 149% to 162% due to increased shipments of smartphone camera products [11] - **ZhongWei Semiconductor (688380)**: Expected net profit of around 28.4 million, a year-on-year increase of approximately 107.55% due to new product launches [12] - **Hunan Gold (002155)**: Expected net profit of 127 million to 160.8 million, a year-on-year increase of 50% to 90% driven by rising sales prices [13] - **NanFang Precision (002553)**: Expected net profit of 30 million to 37 million, a year-on-year increase of 1,130% to 1,417% due to investment project evaluations [14] - **Shanghai YiZhong (688091)**: Expected net profit of 6 million to 7 million, a year-on-year increase of 760.18% to 903.54% due to inclusion in the national medical insurance directory [15] - **RunTu Co., Ltd. (002440)**: Expected net profit of 60 million to 70 million, a year-on-year increase of 181.05% to 227.89% driven by improved operating profits [16] Major Performance Changes - **HeFu China (603122)**: Expected net loss of 36 million to 25 million, a shift from profit due to changes in the macro environment and industry policies [17] - **ChangJiu Logistics (603569)**: Expected net loss of 75 million to 50 million, a shift from profit due to asset impairment and operational challenges [18] - **ZhiChun Technology (603690)**: Expected net loss of 45 million to 30 million, a shift from profit due to increased competition and rising R&D costs [19] - **BaYi Steel (600581)**: Expected net loss of 205 million to 185 million, a shift from profit due to supply-demand imbalance in the steel industry [20] - **AoKeMa (600336)**: Expected net loss of 22 million to 17 million, a shift from profit due to increased competition in the home appliance sector [21] - **HuiDa Sanitary Ware (603385)**: Expected net loss of 21.6 million to 18 million, a shift from profit due to market demand decline [22] - **DongFeng Co. (600006)**: Expected net loss of 48 million to 39 million, a shift from profit due to competitive pressures in the commercial vehicle market [23] Industry Trend Analysis - **High Growth Industries**: Stable demand in new energy sectors benefits companies like FuDa Alloy [24] - **Performance Changes in Industries**: - New energy and lithium battery equipment sectors are experiencing explosive growth [25] - Gold and precious metals sectors are seeing significant profit improvements due to high prices [26] - Semiconductor and automotive electronics are benefiting from trends in smart vehicles [27] - Medical circulation is under pressure from cost control policies [28] - Logistics and transportation are facing profitability challenges due to falling prices [29] - Semiconductor equipment is experiencing short-term performance declines due to cyclical fluctuations [30] - Traditional manufacturing sectors like steel and home appliances are facing intensified competition [31]

Group 1 - The precious metals sector increased by 10.13% compared to the previous trading day, with Xiaocheng Technology leading the gains [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] - Key stocks in the precious metals sector showed significant price increases, with Yanzai Technology rising by 20.01% and Hunan Gold by 10.01% [1] Group 2 - The net outflow of main funds in the precious metals sector was 138 million yuan, while retail investors saw a net inflow of 223 million yuan [1] - Detailed fund flow data indicates that Hengbang Co. had a main fund net inflow of 2.33 billion yuan, while retail investors had a net outflow of 86.06 million yuan [2] - Shandong Gold experienced a net outflow of 119 million yuan from main funds, but a net inflow of 178 million yuan from retail investors [2]

Market Overview - The Shanghai Composite Index experienced a sideways movement, while the Shenzhen Component Index and ChiNext Index fell nearly 1%. The trading volume reached 3.28 trillion yuan, with nearly 3,800 stocks declining across the Shanghai and Shenzhen markets [1] - Precious metals stocks surged, with companies like Zhongjin Gold and Western Gold hitting the daily limit. The pharmaceutical sector also saw strong performance, with stocks such as Capstone Bio and Maike Bio reaching the daily limit [1] Key Highlights Precious Metals - Gold and silver stocks saw significant gains, with multiple stocks like Silver Nonferrous and Sichuan Gold hitting the daily limit. On January 26, spot gold surged, breaking the $5,000 mark in the morning and later surpassing $5,100 per ounce, setting a new historical high [4] - Companies such as Zhongjin Gold and Western Gold reported increases of 10% and 9.99% respectively, with market capitalizations of 159.96 billion yuan and 334.91 billion yuan [6][10] Pharmaceuticals - The pharmaceutical sector experienced a notable rise, with stocks like Teva Pharmaceutical, Hualan Biological Engineering, and Luyin Pharmaceutical reaching the daily limit. The sector's performance was influenced by the recent outbreak of the Nipah virus in India, prompting increased vigilance in neighboring countries [8][9] - Teva Pharmaceutical's stock rose by 10.01%, while Hualan Biological Engineering surged by 20% [10] Cloud Computing - The cloud computing sector saw an uptick, with stocks like Hasen Co., Qunxing Toys, and Wangsu Technology hitting the daily limit. Amazon Web Services recently raised its EC2 machine learning capacity block prices by approximately 15%, indicating a significant shift in cloud computing pricing logic amid AI resource shortages [12][14] - Analysts predict that this price increase may trigger a chain reaction among cloud service providers, with domestic and international companies likely to follow suit [12][14] Other Sectors - The oil and gas sector saw a midday rally, with Zhongman Petroleum hitting the daily limit and China National Offshore Oil Corporation rising over 6% to reach a new high. However, the commercial aerospace concept experienced adjustments, with stocks like China Satellite and China Satcom hitting the daily limit [1] - The robotics and photovoltaic sectors showed mixed performance, while aerospace and semiconductor sectors faced the largest declines [14]

Market Overview - The market experienced a downturn with the Shanghai Composite Index closing down 0.09%, the Shenzhen Component down 0.85%, and the ChiNext down 0.91% [1] - A total of 1,604 stocks rose while 3,771 stocks fell, indicating a broader market weakness [1] Precious Metals Sector - The precious metals sector saw significant gains, with gold prices surpassing $5,000 per ounce for the first time, and silver prices also rising sharply [2] - Notable stocks in this sector included Zhongjin Gold and Xibu Gold, which reached their daily limit [2] Pharmaceutical Sector - The pharmaceutical sector strengthened, with stocks like Cap Bio and Mike Bio hitting their daily limit due to concerns over a Nipah virus outbreak in India [2][4] - The outbreak has prompted increased monitoring in countries such as Thailand and Nepal [2] Oil and Gas Sector - Oil and gas stocks rallied, with Zhongman Petroleum hitting its daily limit and China National Offshore Oil Corporation (CNOOC) rising over 6% to reach a new high [5] Commercial Aerospace Sector - The commercial aerospace sector faced adjustments, with stocks like China Satellite and China Satcom hitting their daily limit [6] Large Sell Orders - Significant sell orders were noted in major stocks, with Zijin Mining seeing over 4.07 billion yuan in sell orders and China Ping An over 2.05 billion yuan [6] Market Sentiment and Policy - Analysts from CITIC Securities indicated that the current reduction in broad-based ETFs by institutional investors may be a strategy to realize profits rather than directly suppressing speculative trading [10] - The report suggests that increasing margin requirements or trading fees could be more effective in cooling market enthusiasm [10]