Group 1 - The company reported a capital expenditure of $12.29 billion for the last fiscal year [1]

来源：滚动播报 力拓全年基础盈利108.7亿美元，预估108.1亿美元。 ...

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 | 致：香港交易及結算所有限公司 | | | | | --- | --- | --- | --- | | 截至月份: 公司名稱: | 2026年1月31日 天安卓健有限公司 | 狀態: | 新提交 | 呈交日期: 2026年2月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | 是 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00383 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 30,000,000,000 | HKD | | 0.01 | HKD | | 300,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 30,000,000,000 | ...

Group 1: Citadel's Entry into Industrial Metals - Citadel, a leading hedge fund based in the U.S., is entering the industrial metals market, marking a shift from its previous cautious stance towards this sector [1] - The firm has appointed Ylan Adler as a portfolio manager to oversee commodity allocations, with a focus on metal trading [1] - This move comes amid rising interest in industrial metals and precious metals trading among major investment institutions [1] Group 2: Surge in Metal Prices - Since the second half of 2025, prices for industrial metals like copper, aluminum, tin, and nickel have surged, with copper futures on the LME rising approximately 40% [2] - Gold prices have skyrocketed, with a historic increase of over 2% recently, surpassing $5000 for the first time, and achieving an 18% increase this month, potentially the largest monthly gain in 40 years [2] - Silver also experienced significant volatility, with a peak increase of over 10%, marking the largest intraday gain since the 2008 financial crisis [2] Group 3: Performance of Mining Companies - BHP Group Ltd. has regained its title as Australia's most valuable company, overtaking Commonwealth Bank of Australia, driven by the rising prices of metals [2] - The mining sector, including companies like BHP and Rio Tinto, is becoming a top choice for fund managers due to increased demand for industrial metals driven by AI and supply constraints [3] - The MSCI Metals and Mining Index has risen nearly 90% since 2025, outperforming major indices including those of semiconductor companies and global banks [3] Group 4: Citadel's Previous Success in Commodities - Citadel's commodity business has seen significant profits, earning approximately $8 billion in 2022, which has prompted competitors to follow its lead [5] - The firm has primarily focused on the energy market and has become one of the largest physical natural gas traders in the U.S. [5] - Despite previously avoiding basic metals trading, Citadel's stance has shifted due to market volatility and opportunities arising from geopolitical events [6] Group 5: Competitive Landscape in Metal Trading - Other major commodity trading firms have been expanding their metal trading operations, with competitors like Squarepoint becoming significant players in cobalt and aluminum markets [6] - The hiring spree in the metal trading sector has led to increased compensation packages for metal traders [6] - Citadel's hiring of Adler is seen as a cautious step compared to the aggressive recruitment strategies of its competitors [5]

Investment Rating - Industry Rating: Recommended [5] Core Insights - The report indicates that the production of bauxite remained stable at 15.4 million tons in Q4 2025, with a year-on-year increase of 6% for the entire year, totaling 62.4 million tons [17] - Alumina production in Q4 2025 was 196.9 thousand tons, showing a slight year-on-year decrease of 1% but a 4% increase compared to the previous quarter, with an annual total of 759.3 thousand tons, reflecting a 4% increase year-on-year [2][3] - The report highlights that aluminum production in Q4 2025 reached 85.2 thousand tons, a 2% increase year-on-year, while the total for 2025 was 338.0 thousand tons, marking a 3% increase [3][4] - Copper production in Q4 2025 was 240 thousand tons, representing a 5% year-on-year increase, with an annual total of 883 thousand tons, which is an 11% increase [8][9] - Lithium carbonate equivalent production for Q4 2025 was 15 thousand tons, a 23% increase from the previous quarter, with an annual total of 57 thousand tons [10][11] - The report notes that recycled aluminum production in Q4 2025 was 62 thousand tons, a 7% year-on-year increase, with an annual total of 269 thousand tons, reflecting a 2% increase [6][7] - Iron ore production from the Pilbara region in Q4 2025 was 89.7 million tons, a 4% year-on-year increase, with an annual total of 327.3 million tons, remaining stable compared to the previous year [14][17] Summary by Sections Bauxite - Q4 2025 bauxite production: 15.4 million tons, year-on-year increase of 6% [17] - Total bauxite production for 2025: 62.4 million tons [17] Alumina - Q4 2025 alumina production: 196.9 thousand tons, year-on-year decrease of 1% [2] - Total alumina production for 2025: 759.3 thousand tons, year-on-year increase of 4% [3] Aluminum - Q4 2025 aluminum production: 85.2 thousand tons, year-on-year increase of 2% [3] - Total aluminum production for 2025: 338.0 thousand tons, year-on-year increase of 3% [4] Copper - Q4 2025 copper production: 240 thousand tons, year-on-year increase of 5% [8] - Total copper production for 2025: 883 thousand tons, year-on-year increase of 11% [9] Lithium - Q4 2025 lithium carbonate equivalent production: 15 thousand tons, quarter-on-quarter increase of 23% [10] - Total lithium carbonate equivalent production for 2025: 57 thousand tons [11] Recycled Aluminum - Q4 2025 recycled aluminum production: 62 thousand tons, year-on-year increase of 7% [6] - Total recycled aluminum production for 2025: 269 thousand tons, year-on-year increase of 2% [7] Iron Ore - Q4 2025 iron ore production: 89.7 million tons, year-on-year increase of 4% [14] - Total iron ore production for 2025: 327.3 million tons, year-on-year stable [14]

Group 1 - The company Tianan Health (00383) announced a share buyback plan, intending to repurchase 60,000 shares at a total cost of HKD 61.8 million [1] - The buyback price per share is set at HKD 1.03 [1] - The buyback is scheduled to take place on January 23, 2026 [1]

格隆汇1月23日丨天安卓健(00383.HK)发布公告，2026年1月23日耗资6.18万港元回购6万股，回购价格 每股1.03港元。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 天安卓健有限公司 呈交日期： 2026年1月23日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 不適用 | | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 00383 | 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 事件 | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | 每股發行/出售價 (註4) | | 已發行股份 ...

天安卓健(00383)发布公告，于2026年1月19日，该公司斥资7.21万港元回购7万股。 ...

格隆汇1月19日丨天安卓健(00383.HK)发布公告，2026年1月19日耗资7.21万港元回购7万股，回购价格 每股1.03港元。 ...