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港股铝业股走高,中国宏桥涨6.5%创历史新高,中国铝业涨5%,南山铝业国际涨2.5%!花旗称铝供应仍将保持紧张
Ge Long Hui· 2025-11-06 01:52
Group 1 - The aluminum sector in Hong Kong stocks has shown strong performance, with China Hongqiao rising by 6.5% to reach a historical high, and China Aluminum increasing by approximately 5% [1][2] - Citigroup remains optimistic about the aluminum industry, predicting that aluminum supply will remain tight due to China's production capacity limit policy (annual capacity of 45.2 million tons) and the lack of explosive capacity increases in Indonesia, which will help maintain high aluminum margins in the long term [2] - Citigroup expects China Hongqiao to continue benefiting from sustained high aluminum margins and has raised its target price for the stock from HKD 25.2 to HKD 36, maintaining a "Buy" rating and designating it as a preferred stock [2]
港股异动丨铝业股走高 中国宏桥涨6.5%创历史新高 花旗称铝供应仍将保持紧张
Ge Long Hui· 2025-11-06 01:49
Core Viewpoint - The aluminum sector in Hong Kong stocks is experiencing a strong rally, with China Hongqiao reaching a historic high, driven by expectations of sustained high aluminum margins due to supply constraints in China and Indonesia's limited production increase [1] Group 1: Stock Performance - China Hongqiao's stock price increased by 6.5% to 31.420 HKD, marking a historic high [1] - China Aluminum's stock rose approximately 5% to 10.300 HKD [1] - Nanshan Aluminum International's stock gained 2.5% to 45.780 HKD [1] - Rusal's stock saw a slight increase of 0.23% to 4.290 HKD [1] Group 2: Industry Outlook - Citigroup remains optimistic about the aluminum industry, forecasting tight supply conditions due to China's production capacity limit of 45.2 million tons and no explosive capacity increase in Indonesia [1] - The firm anticipates that aluminum margins will remain high in the long term, benefiting companies like China Hongqiao [1] - Citigroup has raised its target price for China Hongqiao from 25.2 HKD to 36 HKD, maintaining a "Buy" rating and identifying it as a preferred stock [1]
智通港股投资日志|11月6日
智通财经网· 2025-11-05 16:03
Group 1 - The article provides a list of companies scheduled for various corporate events on November 6, 2025, including shareholder meetings and earnings announcements [1][4]. - Companies mentioned include major players such as Jiesheng Electronics, Xiaoma Zhixing-W, and Wenyuan Zhixing-W, indicating a busy day for the Hong Kong stock market [5]. - The article highlights the significance of these events for investors, as they may impact stock performance and market sentiment [5]. Group 2 - Specific events listed include earnings announcements, dividend distributions, and stock rights issues for companies like Meilan Airport and Huasheng Holdings [5]. - The presence of multiple companies from various sectors suggests a diverse range of investment opportunities on that date [5]. - The article emphasizes the importance of monitoring these events for potential investment strategies and market movements [5].
俄铝(00486) - 股份发行人的证券变动月报表
2025-11-03 08:59
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10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: United Company RUSAL, international public joint-stock company 呈交日期: 2025年11月3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, ...
俄铝(00486) - 股东要求召开股东特别大会之更新
2025-10-30 04:00
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完 整性亦不發表任何聲明,並明確表示,概不會對因本公告全部或任何部分內容而產生或因倚賴該等 內容而引致的任何損失承擔任何責任。 UNITED COMPANY RUSAL, INTERNATIONAL PUBLIC JOINT-STOCK COMPANY – 1 – 一份載有(其中包括)要求詳情、持續關連交易的經修訂及建議年度上限詳情、董事 會就如何投票的推薦建議及股東特別大會通告的通函將於二零二五年十一月十一日 或之前寄發予本公司股東。 為及代表 United Company RUSAL, international public joint-stock company 總經理、執行董事 Evgenii Nikitin (根據澤西法律註冊成立的有限公司並在俄羅斯聯邦存續的國際公司) (股份代號:486) 股東要求召開股東特別大會之更新 茲提述United Company RUSAL, international public joint-stock company俄鋁(「本 公司」)日期為二零二五年十月二十四日內容有關要求函件 ...
俄铝(00486) - 变更股东特别大会记录日期及延迟寄发通函
2025-10-27 14:50
(股份代號:486) 變更股東特別大會記錄日期及 延遲寄發通函 茲提述United Company RUSAL, international public joint-stock company俄鋁(「本 公司」)日期為二零二五年十月八日之公告(「該公告」),內容有關修訂及建議持續關 連交易的年度上限。除文義另有所指外,本公告所用詞彙與該公告所界定者具有相 同涵義。 本公告由本公司根據上市規則第13.66(1)條作出。本公司宣佈釐定有權參加股東特 別大會的人士的記錄日期(於該公告中披露原定為二零二五年十一月五日)將改為二 零二五年十一月十日。 本公告亦由本公司根據上市規則第14A.47條作出。如該公告所述,一份有關相關建 議之通函預期將由本公司於二零二五年十一月六日或之前寄發予股東。由於需要額 外時間落實通函內容,本公司預期於二零二五年十一月十一日或之前向股東寄發通 函。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完 整性亦不發表任何聲明,並明確表示概不對因本公告全部或任何部分內容而產生或因倚賴該等內容 而引致的任何損失承擔任何責任。 UNITED COMPANY R ...
俄铝(00486.HK)董事会议拟10月29日举行以考虑召开股东特别大会事项
Ge Long Hui· 2025-10-26 10:44
格隆汇10月26日丨俄铝(00486.HK)公告,董事会会议将于2025年10月29日举行以考虑要求函件及召开股 东特别大会事项。另一个董事会会议计划于2025年11月6日召开,以审议(其中包括)股东特别大会相关 事项,包括建议股息事项。预期确定有权参与股东特别大会的人士的记录日期将为2025年11月10日。本 公告乃由公司根据香港联合交易所有限公司证券上市规则第13.66(1)条作出。 ...
俄铝(00486) - 股东要求召开股东特别大会、记录日期及董事会会议日期
2025-10-26 10:13
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完 整性亦不發表任何聲明,並明確表示,概不會對因本公告全部或任何部分內容而產生或因倚賴該等 內容而引致的任何損失承擔任何責任。 UNITED COMPANY RUSAL, INTERNATIONAL PUBLIC JOINT-STOCK COMPANY United Company RUSAL, international public joint-stock company 總經理、執行董事 Evgenii Nikitin 二零二五年十月二十四日 (根據澤西法律註冊成立的有限公司並在俄羅斯聯邦存續的國際公司) (股份代號:486) 股東要求召開 股東特別大會、 記錄日期及 董事會會議日期 United Company RUSAL, international public joint-stock company俄鋁(「本公司」)宣 佈,於二零二五年十月二十四日,本公司收到由「SUAL Partners」 ILLC(「SUAL」)(本 公司主要股東)發出的要求函件原件(「要求函件」),內容有關要求本公司董事會(「董 事會」)召 ...
俄铝盘中涨超12% 市场关注潜在俄美领导人会晤 公司铝冶炼产量全球排名第三
Zhi Tong Cai Jing· 2025-10-22 02:58
Core Viewpoint - The stock price of Rusal (00486) has seen significant fluctuations, with an intraday increase of over 12% and a current rise of 8.53% to HKD 4.71, with a trading volume of HKD 7.727 million [1] Group 1: Company Overview - Rusal is the world's third-largest primary aluminum producer, contributing significantly to global aluminum supply [1] - In 2023, Rusal's primary aluminum production reached 3.847 million tons, with expectations to increase to 3.9 million tons in 2024 due to the ramp-up of Taishet's capacity [1] - Rusal is projected to supply 5% of the global aluminum production [1] Group 2: Market Context - The U.S. is the world's second-largest aluminum consumer, and the potential restoration of exports could provide Rusal with stable orders [1] - Recent comments from U.S. President Trump regarding the possibility of a ceasefire between Ukraine and Russia may influence market sentiment [1]
俄铝(00486.HK)盘中涨超12%
Mei Ri Jing Ji Xin Wen· 2025-10-22 02:12
Core Viewpoint - Russian Aluminum (俄铝) shares experienced a significant increase, rising over 12% during trading, with a current increase of 8.53%, priced at 4.71 HKD, and a trading volume of 772.7 million HKD [1] Company Summary - Russian Aluminum (00486.HK) saw its stock price rise significantly, indicating positive market sentiment [1] - The trading volume reached 772.7 million HKD, reflecting active investor interest [1]