消息面上，2月3日，中国有色金属工业协会副秘书长段绍甫表示，完善铜资源储备体系建设，一方面扩 大国家铜战略储备规模，另一方面探索进行商业储备机制。除了储备精炼铜之外，也可研究将贸易量 大、容易变现的铜精矿纳入储备范围。 东方证券认为，铜精矿或将纳入战略储备范围，产业链安全保障有望进一步增强。此外，全球铜矿品位 下行背景下，供给紧张趋势或持续提升铜关键金属地位。继续看好中期铜价与铜冶炼费齐升，关注铜矿 企业以及铜冶炼企业的利润修复空间和投资机会。 智通财经APP获悉，铜业股再度走高，截至发稿，中国有色矿业(01258)涨7.76%，报16.52港元；五矿资 源(01208)涨4.46%，报10.54港元；中国大冶有色金属(00661)涨4.92%，报0.192港元；江西铜业股份 (00358)涨4.02%，报47.12港元。 ...

行业主要上市公司：江西铜业(600362.SH)、铜陵有色(000630.SZ)、云南铜业(000878.SZ)、中国大冶有 色金属(00661.HK)、紫金矿业(601899.SH)、西部矿业(601168.SH)、白银有色(601212.SH)、洛阳钼业 (603993.SH)、中金黄金(600489.SH)、鹏欣资源(600490.SH)等 供给：精炼铜产量常年居全球首位 2016-2024年，根据国家统计局的数据，中国精炼铜产量呈逐年递增趋势。2024年中国精炼铜产量为 1364.40万吨，相比2023年增长了5.1%。2025年1-7月，中国精炼铜产量为862.30万吨，同比增长 9.9%。。 绿色化、智能化为铜冶炼行业发展赋能 随着时代发展、科技进步，我国铜冶炼行业早已度过了一味增产能、扩规模的阶段。现如今，在"双 碳"及智能制造背景下，铜冶炼行业绿色化转型、智能化升级已成必然趋势。同时，伴随全球消费中心 转移，中国已成为全球区主要精炼铜消费市场。未来，中国精炼铜产销量占全球的比重将进一步提高， 中国铜冶炼行业国际竞争力将进一步提升。 2019年至2025年7月，中国铜冶炼行业相关产品平均进口单价 ...

FF301 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: 2026年1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: 中國大冶有色金屬礦業有限公司 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) | 00661 | 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 | | | 30,000,000,000 | HKD | | 0.05 HKD | | 1,500,000,000 | | 增加 / 減少 (-) | | | | | | HKD | | | | 本月底結存 | | | 30,000,000,000 | HKD | | 0.05 HKD | | 1,500,000,000 | | 2. 股 ...

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，並表明概不對因本公告全部或任何部份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。 本公司的香港股份過戶登記分處卓佳證券登記有限公司於股東特別大會上擔任點 票的監察員。有關通告所載及股東特別大會所提呈的決議案的投票表決結果詳情 如下： | | 普通決議案 | 票數（概約%） | | | --- | --- | --- | --- | | | | 贊成 | 反對 | | 1. | 批准陽新弘盛銷售框架協議、其項下擬進行 | 240,537,930 | 0 | | | 的交易及建議年度上限。 | (100%) | (0%) | | 2. | 批准母集團採購及生產服務框架協議、其項 | 240,537,930 | 0 | | | 下擬進行的交易及建議年度上限。 | (100%) | (0%) | | 3. | 批准中國有色礦業集團採購及生產服務框架 | 240,537,930 | 0 | | | 協議、其項下擬進行的交易及建議年度上 | (100%) | (0%) | | | 限。 | | | | ...

Core Insights - The article discusses the development prospects and investment opportunities in the global and Chinese copper smelting industry, highlighting key policies and industry trends [1]. Policy Evolution - The evolution of copper smelting policies in China has transitioned from increasing production capacity and scale to optimizing structure and promoting green and efficient practices, as outlined in the "14th Five-Year Plan" [2]. - The "15th Five-Year Plan" emphasizes the exploration and development of strategic mineral resources, with copper being a key focus due to its high external dependence and importance to supply chain security [2]. National Policy Summary and Interpretation - A summary of key national policies related to the copper smelting industry indicates a focus on technological upgrades and energy efficiency improvements, with various policies introduced since 1985 aimed at modernizing smelting techniques [5][6]. - As of November 2025, several significant policies have been outlined, including energy-saving measures and the promotion of recycling and clean production standards [6][7]. Development Goals - By 2027, the copper industry aims to enhance supply chain resilience and security, with domestic copper resource growth targeted at 5%-10% and increased recycling rates [9][10]. - By 2035, the industry aspires to achieve world-leading levels in supply chain capabilities, technological innovation, and overall competitiveness [9][10]. Provincial Policy Summary and Interpretation - The copper smelting industry is increasingly concentrated in coastal and resource-rich regions, with provinces like Fujian and Guangxi emerging as new key players alongside traditional bases [10]. - Each province has tailored its policies to align with national directives, focusing on local needs and conditions to support the development of the copper smelting sector [10][12]. Specific Provincial Policies - Jiangxi's policy includes support for building national-level copper material clusters and promoting high-value recycling of copper [12]. - Anhui's initiatives focus on controlling blind expansion of copper smelting capacity and promoting low-carbon technologies [12]. - Shandong aims to enhance energy efficiency in copper smelting through technological upgrades and process improvements [12]. - Gansu's strategy includes developing a world-class copper new materials processing base and enhancing resource security through exploration [12][14].

每经AI快讯，1月23日，港股有色金属板块持续活跃，截至发稿，中国大冶有色金属涨超20%，北方矿 业、五矿资源、胜龙国际涨超10%。 ...

Core Viewpoint - The Hong Kong copper industry stocks experienced significant gains in the afternoon trading session, indicating a positive market sentiment towards the sector [1] Company Performance - China Daye Non-Ferrous Metals increased by 10.91%, reaching HKD 0.183 [1] - Jiangxi Copper Company rose by 3.29%, trading at HKD 47.06 [1] - Zijin Mining Group saw an increase of 1.74%, with shares priced at HKD 40.9 [1] - China Nonferrous Mining Corporation gained 1.59%, with a share price of HKD 15.95 [1]

Group 1 - Copper stocks saw significant gains in the afternoon, with China Daye Nonferrous Metals rising by 10.91% to HKD 0.183, Jiangxi Copper up by 3.29% to HKD 47.06, Zijin Mining increasing by 1.74% to HKD 40.9, and China Nonferrous Mining rising by 1.59% to HKD 15.95 [1] - On January 14, copper prices reached an all-time high, driven by concerns over the potential expansion of copper import tariffs by the Trump administration, prompting traders to accelerate copper shipments to the U.S. before new tariffs are implemented, which may lead to supply shortages in other regions [1] - Bohai Securities indicated that market sentiment related to resource competition significantly impacts current copper prices, suggesting that if short-term sentiment remains high, copper prices may continue to fluctuate at elevated levels [1] Group 2 - Huayuan Securities released a report stating that in the medium to long term, insufficient capital expenditure in copper mining and frequent supply-side disruptions may shift the copper supply-demand balance from tight equilibrium to shortage [1] - The report also noted that copper smelting profits are expected to bottom out amid a "de-involution" trend, and with the Federal Reserve entering a rate-cutting cycle, copper prices are likely to break upward [1]

China Daye Non-Ferrous Metals Mining Limited (the "Company") – Notice of publication of Revised Notice of Special General Meeting and Revised Form of Proxy dated 15 January 2026 (the "Current Corporate Communication") The English and Chinese versions of the Company's Current Corporate Communications are available on the Company's website at www.hk661.com and the website of The Stock Exchange of Hong Kong Limited (the "Stock Exchange") at www.hkexnews.hk respectively (the "Website Version"). The Company stro ...

(Incorporated in Bermuda with limited liability) （於百慕達註冊成立之有限公司） (Stock Code 股份代號：00661) By order of the Board China Daye Non-Ferrous Metals Mining Limited Xiao Shuxin Chairman Note: Corporate Communications include any document(s) issued or to be issued by the Company for the information or action of holders of any of its securities or the investing public, including but not limited to (a) the directors' report and its annual accounts together with a copy of the auditors' report and, where applicable, its ...