2月5日，黄金概念股走势低迷，呈现持续跳水态势。其中，白银有色、湖南黄金、湖南白银、四川黄金 股价触及跌停，晓程科技跌幅超10%，盛达资源、洛阳钼业等亦同步下跌。（央广财经） ...

南财智讯2月5日电，雪祺电气在投资者关系活动中表示，公司2025年前三季度实现营业收入141,205.37 万元，同比增长0.52%；归属于上市公司股东的扣除非经常性损益的净利润为5,822.06万元，同比增长 13.35%；境外业务收入持续增长，前三季度增速约20%，收入占比从2022年的18.81%上升至约45%，销 售区域覆盖全球100多个国家和地区。 ...

南财智讯2月5日电，雪祺电气在投资者关系活动中表示，2026年公司将继续充分发挥业务协同效应，实 现上下游高效联动，提高公司核心竞争力；同时将进一步拓展海外市场，加快全球化布局，通过"主业 做强+上游协同+国际化布局"开拓市场、强化竞争能力；目前"电子科技园及高端智能家居工业园项 目"已与政府签订投资协议、完成项目备案，正正常稳步推进中。 ...

Market Overview - The gold and silver markets experienced significant volatility, with gold prices dropping nearly 3% at one point and settling at $4926.64 per ounce, down 0.76% [1] - Silver faced a more severe decline, plunging nearly 16% during the day and closing down 10.69% at $78.77 per ounce [3] Futures Market - The futures market mirrored the spot market's weakness, with COMEX gold futures down 0.4% at $4931.1 per ounce and COMEX silver futures down over 7% at $77.875 per ounce [5] Stock Market Impact - Precious metal-themed LOFs (Listed Open-Ended Funds) fell, with gold LOFs and Jiashi Gold LOF dropping over 2%, and Guotou Silver LOF hitting a trading halt for the fourth consecutive day [7] - The A-share precious metals sector saw an overall decline exceeding 6%, with most stocks closing in the red [8] Individual Stock Performance - Notable declines in individual stocks included: - Hunan Silver: down 9.97% at $13.90 - Xiaocheng Technology: down 9.84% at $59.04 - Sichuan Gold: down 9.74% at $46.08 [9] Market Sentiment and Influences - The recent downturn in gold and silver prices is attributed to a combination of factors, including the nomination of hawkish Federal Reserve member Waller, which triggered market panic and profit-taking after significant price increases [12][16] - Analysts suggest that the core driver of the decline is the large-scale profit-taking following a period of substantial price appreciation, rather than a direct causal relationship with Waller's nomination [16] Future Outlook - Short-term volatility is expected to continue, but the long-term upward trend for gold remains intact, supported by factors such as central bank purchasing and increased demand from private investors [20] - Goldman Sachs maintains a price target of $5400 per ounce for gold by December 2026, while JPMorgan is more aggressive, predicting $6300 per ounce, citing ongoing demand from central banks and diversified investment strategies [20]

Market Overview - The three major indices narrowed their declines in the afternoon, with the Shanghai Composite Index down 0.64%, the Shenzhen Component down 1.44%, and the ChiNext Index down 1.55% [3] - The total trading volume in the Shanghai and Shenzhen markets was 2.18 trillion yuan, a decrease of 304.8 billion yuan compared to the previous trading day, with over 3,700 stocks declining [4] Sector Performance Consumer Sector - The consumer sector saw significant gains, with food and beverage, retail, film and television, and tourism sectors being particularly active. Notably, Hengdian Film City recorded five consecutive trading days of gains [4][19] - Major stocks in the consumer sector, such as Kweichow Moutai, rose by 1.97%, bringing its market value to 1.95 trillion yuan [19][20] - The hotel and tourism sectors also performed well, with hotel bookings for long-distance travel increasing over 120% year-on-year as the Spring Festival approaches [21] Precious Metals - Precious metals experienced a sharp decline, with silver prices dropping over 16% at one point and gold prices falling over 3%. The precious metals sector fell more than 6%, leading the market decline [7][10] - Key stocks in the precious metals sector, such as Hunan Silver and Sichuan Gold, saw significant drops, with Hunan Silver hitting the daily limit down [9][10] Photovoltaic Sector - The photovoltaic sector opened with a sharp decline, with several leading stocks, including Junda Co. and Shuangliang Energy, hitting their daily limit down [12][14] - Companies like JinkoSolar and High Measurement Co. announced that they had not engaged in any collaboration with Elon Musk's team regarding space photovoltaic projects, which contributed to the sector's volatility [17] Conclusion - The market is currently characterized by significant volatility, particularly in the precious metals and photovoltaic sectors, while the consumer sector shows resilience and growth as the Spring Festival approaches [10][21]

Market Overview - The three major A-share indices collectively declined, with the Shanghai Composite Index down 0.64% to 4075 points, the Shenzhen Component Index down 1.44%, and the ChiNext Index down 1.55% [1][2] - The total market turnover was 2.19 trillion yuan, a decrease of 309 billion yuan compared to the previous trading day, with over 3700 stocks declining [1] Sector Performance - Precious metals stocks experienced significant declines, with Hunan Silver and Sichuan Gold dropping over 9%, and Xiaocheng Technology falling more than 10% [4][5] - The space photovoltaic concept stocks entered a "cooling period," with several stocks, including Junda Co. and Shuangliang Energy, hitting the daily limit down [2][6] - Lithium mining stocks also saw collective declines, with Ganfeng Lithium and Tianqi Lithium both dropping over 6% [7][8] - The tourism sector showed strength, with Sanxia Tourism hitting the daily limit up and Shaanxi Tourism rising over 8% [9][10] - New retail concept stocks were active, with companies like Huangting Hotel and Maoye Commercial hitting the daily limit up [11][12] - Bank stocks performed well, with Xiamen Bank hitting the daily limit up and Chongqing Bank rising over 5% [13] Key Stock Movements - Notable declines in precious metals included Xiaocheng Technology at -10.20%, Hunan Silver at -9.97%, and Sichuan Gold at -9.79% [5] - In the space photovoltaic sector, significant drops included Optech at -12.51% and Jiejia Weichuang at -12.39% [6] - Lithium stocks saw Ganfeng Lithium at -6.31% and Tianqi Lithium at -6.27% [8] - In the tourism sector, Sanxia Tourism rose by 10% and Shaanxi Tourism by 8.57% [10] - New retail stocks like Huangting International rose by 10.11% and Maoye Commercial by 10.04% [12] - Bank stocks showed strong performance with Xiamen Bank at +9.99% and Chongqing Bank at +5.73% [13]

白银有色、湖南黄金、湖南白银、四川黄金触及跌停，晓程科技跌超10%，盛达资源、洛阳钼业跟跌。 (本文来自第一财经) 白银有色、湖南黄金、湖南白银、四川黄金触及跌停，晓程科技跌超10%，盛达资源、洛阳钼业跟跌。 (本文来自第一财经) ...

Core Viewpoint - Sichuan Gold (SZ001337) experienced a limit down on February 5, 2026, with a price drop of 9.99% to 45.95 yuan, resulting in a total market capitalization of 19.299 billion yuan and a circulating market capitalization of 13.255 billion yuan, with a total transaction amount of 1.716 billion yuan [1]. Group 1: Shareholder Actions and Market Sentiment - Continuous reduction of holdings by major shareholders has put pressure on the stock, with Beijing Jinyang reducing over 6.5 million shares in six months, lowering its stake to 9.29%, and a high pledge ratio of 59-62% even after release, indicating significant financial pressure on some shareholders and raising concerns about the company's future development [2]. - The upcoming release of a large number of restricted shares on March 3, 2026, which accounts for 31.32% of the total share capital, has led to investor concerns about potential sell-offs, further pressuring the stock price [2]. - The company's ESG rating has decreased to BBB in the first quarter of 2026, impacting its image and long-term investment value, contributing to the stock price decline [2]. Group 2: Industry Characteristics and Operational Risks - Sichuan Gold's operations are heavily reliant on gold prices, which have significant uncertainty in future trends, and the company operates only one producing mine, leading to limited resource reserves and exposure to operational risks associated with a single mine [2]. - Despite institutional net buying on February 3, market sentiment appears to be negative, as the stock price subsequently hit the limit down, indicating that buying pressure was not sustained [2]. - Technical analysis suggests that the stock may have experienced a significant prior price increase, leading to a need for correction, with indicators such as MACD showing potential bearish signals and the BOLL channel breaking below the middle track, possibly triggering a new downward trend [2].

Group 1 - The core point of the news is the significant drop in precious metal prices, with spot gold falling below $4900 per ounce and spot silver dropping below $81 per ounce [1][2][3] - On February 5, spot silver reached a low of $80.562 per ounce, marking a daily decline of over 7%, and is currently reported at $82.654 per ounce [2] - Spot gold hit a low of $4893.42 per ounce, briefly falling below the $4900 mark, with a daily decline exceeding 1%, and is currently at $4913.026 per ounce [3] Group 2 - The international precious metal prices have experienced a widespread decline, impacting the A-share market where the precious metal sector opened with significant losses [4] - Companies such as Hunan Gold and Hunan Silver recorded a maximum drop limit of 10%, while other firms like Xiaocheng Technology and Sichuan Gold fell over 10% and 9% respectively [4] - The Guotou Silver LOF fund hit the trading limit down for the fourth consecutive day, with a premium rate dropping to 37.13% [4] Group 3 - The performance of related ETFs shows a negative trend, with the Huaxia Gold ETF (code: 518850) declining by 3.66% over the past five days, with a net redemption of 171 million yuan [6] - The Gold Stock ETF (code: 159562) has seen a decrease of 6.28% in the last five days, with a net redemption of 270 million yuan [7] - The Nonferrous Metal ETF (code: 516650) has dropped by 11.81% over the past five days, with a significant net redemption of 4.17 billion yuan [8]

Market Overview - On February 5, the market experienced a volatile adjustment with all three major indices dropping over 1%. The Shanghai Composite Index fell by 1.03%, the Shenzhen Component Index by 1.81%, and the ChiNext Index by 1.94%. The total trading volume in the Shanghai and Shenzhen markets was 1.45 trillion yuan, a decrease of 168.2 billion yuan compared to the previous trading day, with over 3,600 stocks declining [1][7]. Sector Performance - The consumer sector saw significant gains, particularly in food and beverage, retail, and film industries. Notable performers included Hengdian Film, which achieved five consecutive trading limits, and Hangzhou Department Store with two consecutive limits. Other stocks like Anji Food, Haixin Food, and Jinyi Film also hit the daily limit [3][9]. - The banking sector showed resilience, with Xiamen Bank rising over 6% [3][9]. Specific Stock Movements - In the film and media sector, several stocks reported substantial increases: - Haixia Innovation rose by 17.02% - Happiness Media increased by 14.16% - Zhejiang Cultural Industry rose by 10.11% - Hengdian Film and Jinyi Film both increased by approximately 10% [4][10]. - Conversely, the precious metals sector faced a collective downturn, with Hunan Silver hitting the daily limit down and gold stocks experiencing significant declines. Notable drops included: - Hunan Gold down by 9.91% - Sichuan Gold down by 9.07% - Xiaocheng Technology down by 8.83% [5][11].