Group 1 - The core viewpoint of the article highlights the strong performance of Hong Kong copper stocks, particularly Minmetals Resources, which surged over 9% after announcing its interim results [1] - Minmetals Resources reported a revenue of $2.817 billion for the first half of the year, representing a 47% year-on-year increase [1] - The company's profit attributable to equity holders reached $340 million, marking a significant year-on-year growth of 1511% [1] Group 2 - The revenue growth for Minmetals Resources was primarily driven by increased sales volume and rising commodity prices [1] - Profit growth was attributed to enhanced copper production from three copper mines, rising market prices for copper, gold, silver, and zinc, as well as a decrease in unit costs at Las Bambas [1] - Analysts noted limited global copper mine production growth, with Chile's copper output increasing by 17% in June, but significant declines at Escondida (down 33%) and Collahuasi (down 29%) [1] Group 3 - The market anticipates a rebound in demand for copper due to increased infrastructure, power grid investments, and the renewable energy sector in China after September, which may further drive up copper prices [1]

格隆汇8月5日丨恒邦股份(002237.SZ)公布，公司收到控股股东江西铜业《关于减持山东恒邦冶炼股份 有限公司可转换公司债券比例达到10%的通知》，获悉2024年5月15日至2025年8月5日期间，江西铜业 通过集中竞价交易方式转让其所持有的"恒邦转债"共计3,176,781张，占公司可转债发行总量的10.05%。 ...

Core Viewpoint - The company, Hengbang Co., Ltd. (002237.SZ), has received a notification from its controlling shareholder, Jiangxi Copper, regarding the reduction of its holdings in the company's convertible bonds, indicating a significant transaction in the bond market [1] Group 1 - Jiangxi Copper will transfer a total of 3,176,781 convertible bonds of Hengbang, which represents 10.05% of the total issuance of the company's convertible bonds [1] - The transfer will occur through centralized bidding from May 15, 2024, to August 5, 2025, indicating a planned timeline for the divestment [1]

Group 1 - The copper industry stocks have mostly risen, with notable increases in companies such as Minmetals Resources (+2.61%), Luoyang Molybdenum (+1.53%), Jiangxi Copper (+0.82%), and Zijin Mining (+0.74%) [1] - A mining accident in Chile's O'Higgins region resulted in the death of 6 individuals, including 5 trapped miners, prompting Codelco to initiate an investigation and halt underground operations [1] - The affected mine accounts for over 25% of Codelco's total production, which was 356,000 tons of copper last year, raising concerns about potential impacts on production targets [1] Group 2 - On July 30, the U.S. President signed an announcement addressing the national security implications of copper imports, imposing tariffs on certain copper products [2] - The tariffs do not affect copper raw materials, leading to the disappearance of the COMEX copper premium, while U.S. copper imports have already exceeded last year's total, with 74.3% being unaffected by tariffs [2] - It is anticipated that traders will redirect copper shipments away from the U.S. to other markets such as Europe and Asia, with LME and SHFE copper prices expected to be driven by supply and demand dynamics [2]

铜业股多数上涨，截至发稿，五矿资源(01208)涨2.61%，报3.93港元；洛阳钼业（603993）(03993)涨 1.53%，报9.31港元；江西铜业（600362）股份(00358)涨0.82%，报16.02港元；紫金矿业（601899） (02899)涨0.74%，报21.82港元。 消息面上，8月4日，据新华社报道，智利总统博里奇近日表示，该国中部奥伊金斯大区数日前发生的矿 难共造成6人死亡，其中5名被困矿工全部遇难。据媒体报道，Codelco已启动事故原因调查，地下作业 全面停止。目前尚不清楚停产将持续多长时间，以及是否会影响公司的产量目标。该矿占Codelco总产 量逾四分之一，去年产铜35.6万吨。铜矿停产消息提振了本已紧张的铜市情绪。 此前，7月30日，美国总统特朗普签署了一项公告，以应对铜进口对美国国家安全的影响，包括对几类 铜进口产品征收关税。华西证券（002926）指出，由于此次关税未对铜原料进行限制，COMEX铜溢价 消失，叠加今年美国铜进口量已经超过去年全年，且74.3%进口量为不受关税影响的铜原料。预计贸易 商未来将不再持续往美国运输铜，铜将流向除美国外消费地区，例如欧洲和亚洲 ...

消息面上，8月4日，据新华社报道，智利总统博里奇近日表示，该国中部奥伊金斯大区数日前发生的矿 难共造成6人死亡，其中5名被困矿工全部遇难。据媒体报道，Codelco已启动事故原因调查，地下作业 全面停止。目前尚不清楚停产将持续多长时间，以及是否会影响公司的产量目标。该矿占Codelco总产 量逾四分之一，去年产铜35.6万吨。铜矿停产消息提振了本已紧张的铜市情绪。 智通财经APP获悉，铜业股多数上涨，截至发稿，五矿资源(01208)涨2.61%，报3.93港元；洛阳钼业 (03993)涨1.53%，报9.31港元；江西铜业股份(00358)涨0.82%，报16.02港元；紫金矿业(02899)涨 0.74%，报21.82港元。 此前，7月30日，美国总统特朗普签署了一项公告，以应对铜进口对美国国家安全的影响，包括对几类 铜进口产品征收关税。华西证券指出，由于此次关税未对铜原料进行限制，COMEX铜溢价消失，叠加 今年美国铜进口量已经超过去年全年，且74.3%进口量为不受关税影响的铜原料。预计贸易商未来将不 再持续往美国运输铜，铜将流向除美国外消费地区，例如欧洲和亚洲市场。预计LME铜与SHFE铜将回 归供需定 ...

港股铜业股普遍上涨，其中，五矿资源、万国黄金集团涨超3%，中国黄金国际涨1%，江西铜业、中国 有色矿业跟涨。 消息上，智利国营矿业巨头Codelco旗下全球最大地下铜矿之一El Teniente因致命矿难停产，该矿占 Codelco总产量逾四分之一，去年产铜35.6万吨。停产消息引发市场对铜供应紧张担忧，推动伦敦金属 交易所铜价连续上涨。分析称，此次供应中断凸显铜市场供应链脆弱性。 | 代码 | 名称 | 最新价 涨跌幅 v | | | --- | --- | --- | --- | | 01208 | 五矿资源 | 3.950 | 3.13% | | 03939 | 万国黄金集团 | 31.980 | 3.03% | | 02099 | 中国黄金国际 | 69.200 | 1.02% | | 00358 | 江西铜业股份 | 16.030 | 0.88% | | 01258 | 中国有色矿业 | 7.520 | 0.67% | 上周铜价曾大幅波动，美国意外宣布将精炼铜排除在新征收的进口关税范围外，导致铜价一度创下6月 初以来最低收盘价，而El Teniente的停产为市场注入了新的上涨动力。(格隆汇) ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 江西銅業股份有限公司 呈交日期: 2025年8月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | A | | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 600362 | 說明 | | 於上海證券交易所上市 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,075,247,405 | RMB | | | 1 RMB | | 2,075,247,405 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 2,075,247,405 | RMB | | | 1 RMB | | 2,075,247,40 ...

格隆汇7月31日｜港股市场铜概念股集体下跌，其中，中国大冶有色金属跌超6%，江西铜业(600362)股 份跌超3%，兴业合金、中国黄金国际、中国金属利用跌超2%，五矿资源跌近2%。消息面上，美国总统 特朗普意外宣布，对铜加征新关税中，美国期铜大泻两成，创史上最大单日跌幅。 （责任编辑：宋政 HN002） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com | 代码 | 名称 | 涨跌幅 ^ | 最新价 | 总市值 | | --- | --- | --- | --- | --- | | 00661 | 中国大冶有色金属 | -6.45% | 0.058 | 10.38亿 | | 00358 | 江西铜业股份 | -3.85% | 15.980 | 553.34亿 | | 00505 | 兴业台等 | -2.94% | 0.990 | 8.91亿 | | 01258 | 中国有色矿业 | -2.65% | 7.7 ...

Core Viewpoint - The China Securities Hong Kong 300 Materials Index has shown significant growth, with a 10.89% increase over the past month, 32.08% over the past three months, and 51.78% year-to-date [1]. Group 1: Index Performance - The China Securities Hong Kong 300 Materials Index is currently at 2481.10 points [1]. - The index is based on a sample of all securities classified into various industries according to the China Securities industry classification standards [1]. Group 2: Index Composition - The top ten holdings in the China Securities Hong Kong 300 Materials Index include Zijin Mining (26.77%), China Hongqiao (11.87%), and Luoyang Molybdenum (7.47%) among others [1]. - The index is fully composed of stocks listed on the Hong Kong Stock Exchange, with a 100% representation [1]. Group 3: Industry Breakdown - The industry composition of the index shows that non-ferrous metals account for 79.54%, non-metallic materials for 14.60%, chemicals for 4.25%, and paper and packaging for 1.61% [2]. - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December [2].