港股黄金股集体下跌，赤峰黄金(06693.HK)跌超6%，灵宝黄金(03330.HK)跌超4%，招金矿业(01818.HK)、紫金黄金国际(02259.HK)跌超3%。

China’s central bank drained a net 1.14 trillion yuan ($166 billion) of liquidity in March via short- and long-term tools, marking its first net withdrawal in about a year and likely the first net repayment of PBOC loans by banks since May, based on calculations. The move reverses months of injections as growth improves and rising oil prices add inflation pressure. Despite the drain, interbank rates held near 1.3%, indicating stable conditions, with the PBOC maintaining a “moderately loose” stance while turning more cautious on stimulus. Analysts including Lynn Song of ING, Serena Zhou of Mizuho Securities and Michelle Lam of Societe Generale said easing expectations may be delayed, though some still see potential rate and reserve ratio cuts later this year.

重要新闻 1. 国家继续开展中央冻猪肉储备收储。 2. 李强：着力推进新型电网建设，加快能源结构调整优化。 3. 央行等四部门：加快建设技术要素市场，提高金融资源配置效率。 4. 充电桩涨价潮来袭，但并非“全面普涨”，行业竞争有望告别“低价内卷”。 个股新闻 1. 沪电股份：同意投资约68亿元建设印制电路板生产项目。 2. 网传公司已获津巴布韦锂精矿出口配额？中矿资源：正与当地保持常态化沟通。 3. 杰瑞股份：签署约20.8亿元燃气轮机发电机组销售合同，将应用于数据中心供电领域。 4. 龙磁科技：2025年净利润同比增长51.71%，拟10派2元。 5. 东鹏饮料：拟10亿至20亿元回购股份，不低于90%将用于注销并减少注册资本。 6. 光华科技：董事蔡雯因涉嫌内幕交易被立案。 7. 能特科技：因涉嫌信息披露违法违规被中国证监会立案。 8. 上汽集团：2025年净利润101.06亿元，同比增长506.45%。 9. 天赐材料：全资子公司九江天赐起诉12方索赔14.72亿元。