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11月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: United Company RUSAL, international public joint-stock company 呈交日期: 2025年12月1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) | 00486 | 說明 | 普通股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 20,000,000,000 | RUB | | 0.656517 RUB | | 13,130,340,000 | | 增加 / 減少 (-) | | | | | | RUB | | | | 本月底結存 | | | 20,000,000, ...

有色金属情绪高亢，黄金王者归来。 12月第一天，港A股开门红，沪指盘中重返3900点。两地市场最靓的仔，莫过于有色和贵金属。 随着美联储降息预期大增，金、银、铜价格齐飞，有色金属、贵金属股全线爆发。 现货黄金一度突破4250美元/盎司，现货白银盘中一度涨至57.88美元/盎司创历史新纪录。 截止发稿，A股亚太科技、罗平锌电、白银有色涨停，闽发铝业涨超9%，江西铜业大涨超7%，洛阳钼业、紫金矿业涨超5%。 港股江西铜业股份、中国大冶有色金属涨超7%，洛阳钼业、俄铝涨超4%。 今年迄今，有色、贵金属板块表现的"有声有色"。 其中A股贵金属板块一路高歌猛进，于10月中旬达至本轮"顶峰"，随后开启震荡下挫。 不过自上周起，该板块已连涨了一周，年内则累涨近76%。 市场进入"降息决战时刻"？ 全球金融市场正被美联储降息预期的"春风"拂面。 11月的最后一周，美联储"救市"点燃市场热情，全球迈入"万物反弹"模式。 当下，美国国家经济委员会主任、特朗普"亲信"哈赛特成为最热门人选。 据市场预测平台Kalshi上的投注数据，目前哈塞特获得提名的概率为72%，大幅领先其他几名候选人。 虽然特朗普目前并未透露具体是谁，但他明确表 ...

Group 1 - The core viewpoint of the article highlights a collective rise in Hong Kong's non-ferrous metal stocks, driven by expectations of a Federal Reserve interest rate cut in December [1][3]. - Specific stocks that saw significant increases include Lingbao Gold, which rose by 3.5%, and China Daye Nonferrous Metals, which increased by 3.41% [2][1]. - The overall market sentiment is positively influenced by the anticipated decline in interest rates, which is expected to lower financing costs and improve demand expectations [3]. Group 2 - The probability of a 25 basis point rate cut by the Federal Reserve in December has risen to 82.9%, up from 69.4% the previous day [2][3]. - Gold prices have also seen a slight increase, with spot gold rising by 0.2% to $4,141.70 per ounce, supported by the Fed's dovish outlook [3]. - Analysts suggest that the expected rate cut will positively impact the non-ferrous metal sector through a weaker dollar and enhanced risk appetite [3].

Group 1 - The core viewpoint of the articles indicates a collective rise in Hong Kong's non-ferrous metal stocks, driven by expectations of a Federal Reserve interest rate cut in December [1][2] - The probability of a 25 basis point rate cut by the Federal Reserve in December has increased to 82.9%, up from 69.4% the previous day, while the probability of maintaining the current rate is at 17.1% [1] - Analysts suggest that the rising probability of a rate cut will positively impact the non-ferrous metal sector in the short to medium term through three main channels: a weaker dollar, lower financing costs, and improved demand expectations [1] Group 2 - Specific non-ferrous metal stocks that saw significant gains include Lingbao Gold (+3.51%), China Daye Nonferrous Metals (+3.41%), and Zhaojin Mining (+2.85%) [2] - Other notable performers include Zijin Mining (+2.63%), China Hongqiao (+2.36%), and Luoyang Molybdenum (+2.20%), with several other companies also experiencing increases [2] - Spot gold prices rose by 0.2% to $4,141.70 per ounce, supported by expectations of a Federal Reserve rate cut and comments from Fed officials advocating for a more accommodative monetary policy [1]

Group 1 - Hong Kong's Hang Seng Index rose by 1.42%, gaining 358 points to close at 25,578 points, while the Hang Seng Tech Index increased by 1.65% [1] - Alibaba-W (09988) surged over 4%, with its Qianwen App surpassing 10 million downloads in its first week of public testing [1] - Sinopharm (01801) rose over 3%, with plans to officially go blue starting December 8 [1] - Hengrui Medicine (01276) increased by over 5%, as nine drugs including SHR-9839 received approval for clinical trials [1] - Beijing Automotive (01958) gained over 3%, planning to sell 51% of its stake in Beiqi International for approximately 1.608 billion yuan to accelerate its international strategy [1] - WeRide (00800) jumped over 6%, having obtained Switzerland's first pure driverless license, with Q3 earnings report upcoming [1] - Rusal (00486) saw an intraday increase of over 4%, announcing plans to cease operations at the Krymni silicon plant by 2026 [1] - GAC Group (02238) surged over 12%, with its all-solid-state battery pilot production line officially completed and put into production [1] - Sino Biopharmaceutical-B (02591) rose over 20%, being included in the Hang Seng Composite Index effective December 8 [1] - 3SBio (01530) increased by over 4%, planning to spin off its subsidiary Mandi International for independent listing [1] Group 2 - Oil stocks continued to decline, with CNOOC (00883) dropping by 2.4% amid easing tensions in the Russia-Ukraine situation [2] - Semiconductor stocks faced significant declines, with Hua Hong Semiconductor (01347) falling over 9% and SMIC (00981) down over 5%, as reports indicated the Trump administration is considering approving exports of Nvidia's H200 AI chips to China [2] - Ganfeng Lithium (01772) dropped over 7%, facing potential downward risks in lithium spot prices, leading Goldman Sachs to downgrade the company to a "sell" rating [2]

Core Viewpoint - Russian Aluminum (俄铝) shares increased by over 8% during trading, reaching a price of 4.65 HKD with a trading volume of 8.01 million HKD [1] Company Summary - Russian Aluminum (00486.HK) experienced a significant price increase of 8.14% in its stock value [1] - The current trading price is reported at 4.65 HKD [1] - The total trading volume recorded is 801.02 thousand HKD [1]

消息面上，据上海有色网报道，近日，俄铝宣布将于2026年1月1日停止伊尔库茨克克里姆尼硅厂 (Kremniy)的运营，此举突显了俄罗斯工业基地日益增长的压力。该工厂将被闲置，因为需求已经枯 竭，进口硅现在削弱了国内价格，海外产量仍在攀升。俄铝表示，已向地区当局通报了停产情况，并希 望在应对相关社会影响方面得到支持。其第二家硅工厂，乌拉尔硅厂，将继续运营，但负荷有所降低。 俄铝(00486)盘中涨超8%，截至发稿，涨8.14%，报4.65港元，成交额801.02万港元。 ...

消息面上，据上海有色网报道，近日，俄铝宣布将于2026年1月1日停止伊尔库茨克克里姆尼硅厂 (Kremniy)的运营，此举突显了俄罗斯工业基地日益增长的压力。该工厂将被闲置，因为需求已经枯 竭，进口硅现在削弱了国内价格，海外产量仍在攀升。俄铝表示，已向地区当局通报了停产情况，并希 望在应对相关社会影响方面得到支持。其第二家硅工厂，乌拉尔硅厂，将继续运营，但负荷有所降低。 智通财经APP获悉，俄铝(00486)盘中涨超8%，截至发稿，涨8.14%，报4.65港元，成交额801.02万港 元。 ...

俄铝(00486)发布公告，公司董事会已批准若干董事委员会成员的下列变更，自2025年11月13日起生 效： (i) Timothy Talkington先生已获委任为董事会审核委员会及合规委员会各自之成员;及 (ii) Vladimir Cherniavskii先生已获委任为董事会薪酬委员会以及企业管治及提名委员会各自之成员。 ...

格隆汇11月13日丨俄铝(00486.HK)公告，公司董事会批准若干董事委员会成员的下列变更，自2025年11 月13日起生效：(i)Timothy Talkington已获委任为董事会审核委员会及合规委员会各自成员；及 (ii)Vladimir Cherniavskii已获委任为董事会薪酬委员会以及企业管治及提名委员会各自成员。 ...