Core Viewpoint - The A-share market experienced a significant surge in the non-ferrous metals sector in January, with a monthly increase of 22.59%, marking the highest growth in nearly a decade. However, this trend reversed dramatically on January 30, leading to widespread declines in the sector and a historic drop in gold and silver prices, reflecting a market reassessment of extreme valuations and profit realizations [1][2][3][4]. Summary by Sections Non-Ferrous Metals Performance - The non-ferrous metals sector saw an average increase of 39.9% in January, significantly outperforming the overall A-share average of 8.18%. Notably, 16 stocks in this sector had monthly gains exceeding 50%, with Hunan Silver achieving over 200% growth [2][3]. - The sector's performance was driven by soaring international precious metal prices, with gold prices rising from $4,300 to $5,600 per ounce, a gain of over 30% in less than a month, and silver prices increasing by approximately 72% [3][4]. Market Dynamics and Adjustments - Following the extreme price increases, a sharp correction occurred on January 30, with gold and silver experiencing their largest single-day declines in 40 years, leading to a significant sell-off in the A-share non-ferrous sector [3][4]. - The market's focus shifted towards sectors with visible earnings potential and improved supply-demand structures as funds flowed out of the non-ferrous metals sector [5][6]. Future Investment Focus - As the sentiment in the non-ferrous sector cooled, attention turned to industries with clear earnings visibility and favorable supply-demand dynamics, such as AI applications and traditional sectors like chemicals and construction materials, which are expected to benefit from price recovery [5][7][8]. - The AI industry is highlighted as a key area for future investment, with expectations of significant developments in AI applications and semiconductor sectors, driven by major tech companies [6][7].

Core Viewpoint - The market for gold and silver has experienced significant declines, with spot gold dropping over 4% and spot silver falling more than 5%, indicating a bearish trend in precious metals [1][4]. Group 1: Market Performance - Spot gold is reported at $5,139.38 per ounce after a daily decline of over 4% [4]. - Spot silver is currently priced at $108.90 per ounce, reflecting a drop of more than 5% [4]. - The A-share market opened lower, with all three major indices declining by over 1%, led by the gold and base metals sectors [4]. Group 2: Stock Performance - Several gold and silver-related stocks have hit the daily limit down, including companies like 盛达资源 (Shengda Resources) and 中金黄金 (Zhongjin Gold), which both saw a 10% drop [4][5]. - Specific stock performances include: - 晓程科技 (Xiaocheng Technology) down 19.92% with a trading volume of 2.289 billion [5]. - 贵研铂业 (Guiyan Platinum) down 10.01% with a trading volume of 1.031 billion [5]. - 山东黄金 (Shandong Gold) down 10% with a trading volume of 3.775 billion [6]. Group 3: Risk Announcements - Multiple companies, including 白银有色 (Baiyin Yese) and 招金黄金 (Zhaojin Gold), issued risk warnings due to the volatility in precious metals prices [6][9]. - The domestic prices of gold jewelry have also seen a decline, with major brands like 周生生 (Chow Sang Sang) and 周大福 (Chow Tai Fook) adjusting their prices [6].

Market Overview - A-shares showed mixed performance with the Shanghai Composite Index dropping over 1% at one point, while the ChiNext Index surged by 1.27% by the end of the trading day [1] - The total trading volume in the Shanghai, Shenzhen, and North markets was approximately 2.86 trillion yuan, a decrease of nearly 400 billion yuan compared to the previous day [1] CPO Concept Surge - The CPO (Co-Packaged Optics) concept experienced a strong rally, with stocks like Jietong Technology and Zhishang Technology hitting the 20% limit up, and other companies like Juguang Technology and Tianfu Communication also seeing significant gains [3][4] Agricultural Sector Rise - The agricultural sector saw a notable increase, particularly in seed industry stocks, with Shen Nong Seed Industry rising nearly 13% and Qiu Le Seed Industry up over 10% [7][8] - The Ministry of Agriculture and Rural Affairs emphasized the importance of seed industry revitalization, aiming for significant breakthroughs during the 14th Five-Year Plan period [9] Precious Metals Sector Decline - The precious metals sector faced a sharp decline, with gold prices dropping nearly 5% to below $5200 per ounce and silver prices falling over 9% to below $105 per ounce [11][12] - Affected stocks included Xiaocheng Technology and various companies in the silver and copper sectors, which saw significant drops, with many hitting the limit down [13][14] Company-Specific Developments - Zijin Mining, a company with a market capitalization exceeding 1 trillion yuan, experienced a significant drop, nearing the limit down during trading [1] - Companies like Yuguang Gold Lead and Zhaojin Mining issued warnings about the risks associated with their rapidly rising stock prices, indicating that their fundamentals had not changed significantly [14][15]

把"浙江之声"，更容易找到我们 来源：第一财经 各品牌官网 版权归原作者所有，如有侵权请及时联系 1月30日A股早盘，贵金属板块集体低开， 中金黄金、白银有色、豫光金铅、招金黄金、四川黄金、湖南白银跌停，晓程科技低开超19%，山金国际、赤 峰黄金、西部黄金等跌幅靠前。 | | -8.22% | | | | | + 自选 | | --- | --- | --- | --- | --- | --- | --- | | 〜 上涨1家 | → 平盘0家 | △ 下跌13家 | | | | | | 近一周涨幅 +25.40% | | 近一月涨幅 +86.46% | - | 近一季涨幅 +110.70% | 近一年涨幅 +255.02% | | | 股票池 | | 产业链 | 相关新闻 | | | | | 股票/代码 | 最新价 ◆ | 涨跌幅 ◆ | 领涨次数 ◀ | 流通市值 $ | 资金流向 √ | 简介 | | 晓程科技 | 68.78 | -18.49% | 12 | 160.71亿 | -0.14亿 | 公司是国内规模较大的电力终端载波 | | sz300139 | | | | | | 芯片供应商,国内电力终 ...

Core Viewpoint - The A-share market for gold-related stocks experienced a significant decline, with major stocks dropping sharply following a sudden crash in gold and silver prices, indicating a potential reversal in the market trend [1][2]. Group 1: Market Performance - On January 30, gold concept stocks collectively fell, with notable declines including Xiaocheng Technology down nearly 18%, Feinan Resources down over 15%, and Mankalon down over 14% [1]. - Several other stocks, including Cuihua Jewelry, Yuguang Jin铝, and Shengda Resources, hit the 10% daily limit down [1]. Group 2: Price Fluctuations - Overnight, gold prices plummeted from nearly $5,600 to around $5,100, while silver prices dropped from $121 to below $107 [1]. - Analysts suggest that this rapid and significant correction in gold and silver prices may indicate that the prices have reached recent highs, with implications for future market movements [1]. Group 3: Stock Data Summary - Xiaocheng Technology: -17.97% with a market cap of 19 billion and a year-to-date increase of 128% [2]. - Feinan Resources: -15.23% with a market cap of 11.6 billion and a year-to-date increase of 31.93% [2]. - Mankalon: -14.47% with a market cap of 5.205 billion and a year-to-date increase of 22.90% [2]. - Other notable declines include Diah Shares (-10.56%), Cuihua Jewelry (-10.02%), and Yuguang Jin铝 (-10.00%) [2].

Group 1 - The precious metals sector opened lower, with companies like Zhongjin Gold, Silver Nonferrous, and others hitting the daily limit down [1] - The precious metals index dropped by 8.22%, with 13 companies declining and only one company rising [2] - In the past week, the precious metals sector saw a significant increase of 25.40%, with a monthly increase of 86.46%, a quarterly increase of 110.70%, and an annual increase of 255.02% [2] Group 2 - Xiaocheng Technology experienced a sharp decline of over 19%, with a latest price of 68.78 and a market capitalization of 16.071 billion [2] - Sichuan Gold's stock price fell by 10% to 66.18, with a market capitalization of 19.09 billion [2] - Shandong Gold's stock decreased by 8.68% to 55.35, with a market capitalization of 200.059 billion [2]

2026.01. 30 本文字数：438，阅读时长大约1分钟 作者 | 一财 阿驴 09:27 黄金概念股多数低开，白银有色、兴业银锡、豫光金铅、中金黄金、盛达资源等多股跌停价开 盘。 09:25 A股开盘丨三大指数集体低开 上证指数低开0.63%，深证成指低开0.6%，创业板指低开0.09%。科创综指低开0.39%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | how | 4131.99 | -25.99 | -0.63% | | 399001 | 深证成指 | ิ | 14214.14 | -85.94 | -0.60% | | 399006 | 创业板指 | N | 3301.54 | -2.97 | -0.09% | | 000680 | 科创综指 | | 1823.88 | -7.22 | -0.39% | 盘面上，黄金、基本金属板块大跌，个股现跌停潮。半导体、光伏、AI应用题材走弱。 09:22 港股开盘丨恒生指数低开0.65% 恒生指数低开0.65%，恒生科技指 ...

| SH | | 白银有色 | 13.67 | -10.01% | -1.52 | | --- | --- | --- | --- | --- | --- | | | | 601212 | | | | | SZ | | 兴业银锡 000426 | 62.85 | -8.06% | -5.51 | | SZ | 4 | 盛达资源 | 61.14 | -9.82% | -6.66 | | | | 000603 | | | | | SH | | 中金黄金 | 37.45 | -8.66% | -3.55 | | | | 600489 | | | | | SH | | 豫光金铅 | 22.31 | -10.00% | -2.48 | | | | 600531 | | | | 1月30日，黄金概念股多数低开。白银有色、兴业银锡、豫光金铅、中金黄金、盛达资源等多股跌停价 开盘。 ...

（文章来源：每日经济新闻） 每经AI快讯，1月30日，A股黄金概念股多数低开，白银有色、兴业银锡、豫光金铅、中金黄金、盛达 资源等多股跌停价开盘。 ...

1月30日，黄金概念股多数低开。白银有色、兴业银锡、豫光金铅、中金黄金、盛达资源等多股跌停 价开盘。 | ટાન | | 白银有色 | 13.67 | -10.01% | -1.52 | | --- | --- | --- | --- | --- | --- | | | | 601212 | | | | | SZ | | 兴业银锡 | 62.85 | -8.06% | -5.51 | | | | 000426 | | | | | SZ | + | 盛达资源 | 61.14 | -9.82% | -6.66 | | | | 000603 | | | | | SH | + | 中金黄金 | 37.45 | -8.66% | -3.55 | | | | 600489 | | | | | SH | + | 豫米金铅 | 22.31 | -10.00% | -2.48 | | | | 600531 | | | | ...