FF301 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: 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) | 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 | 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1 ...

Group 1 - The core viewpoint of the article highlights that international copper prices have reached a new high, leading to a collective rise in Hong Kong copper stocks, with Jiangxi Copper Co. rising over 6% and other companies also experiencing significant gains [1] - The London Metal Exchange (LME) copper futures hit a historical high due to increasing global mining supply constraints, with copper prices rising 8.86% this month and 27.38% year-to-date, driven by production disruptions at major copper mines [1] - Mining giant Glencore has lowered its 2025 copper production forecast to 850,000 to 875,000 tons, down from a previous estimate of 850,000 to 890,000 tons, intensifying market concerns over supply tightness [1] Group 2 - Anglo American reported a 9% year-on-year decline in copper production for the first nine months of the year, indicating ongoing pressure on global mining supply [1] - Analysts from ANZ Bank noted that in addition to supply-side factors, the increase in European automobile sales also contributes positively to demand for copper [1] - The article provides specific stock performance data for various companies, including Jiangxi Copper Co. at 34.840 with a 6.15% increase, Minmetals Resources at 7.150 with a 4.23% increase, and others [1]

Group 1 - Copper stocks collectively rose, with notable increases: China Daye Non-Ferrous Metals up 10% to HKD 0.099, Luoyang Molybdenum up 7.28% to HKD 17.38, Jiangxi Copper up 4.29% to HKD 35.04, and Zijin Mining up 4.29% to HKD 35.04 [1] - The U.S.-China trade talks in Kuala Lumpur led to preliminary consensus on several key economic issues, indicating a potential easing of tariff pressures [1] - The Grasberg copper mine has no news on resuming production, contributing to tight copper supply and challenging smelting profit environments, with downstream consumption not meeting last year's levels during the traditional peak season [1] Group 2 - Downstream acceptance of copper prices is gradually improving, with better procurement reported this week [2] - Codelco plans to raise the copper surcharge for the European market to USD 345 per ton by 2026, marking a historical high and reflecting market concerns over tight copper supply next year [2] - The long-term outlook for copper prices remains positive, with the sector's valuation at historically low levels, suggesting a buy adjustment [2]

Group 1 - The core viewpoint of the article highlights a significant rise in Hong Kong copper stocks, driven by a surge in copper prices, which reached a historical high of $11,035 per ton on the London Metal Exchange (LME) [1] - Copper prices have increased by approximately 25% this year, recovering from a sharp sell-off triggered by the escalation of the trade war in April [1] - Supply challenges have become a focal point for investors, particularly due to the suspension of operations at Freeport-McMoRan's Grasberg mine in Indonesia following a landslide [1] Group 2 - Citigroup's recent research report indicates that global manufacturing sentiment remains mixed, and cyclical demand growth continues to face pressure [1] - Data from Citigroup shows that copper consumption growth in August was weak, rising only 1.3% year-on-year, which is below the strong performance driven by the solar industry in the first half of the year [1] - The bank anticipates that copper consumption growth will remain moderate for the remainder of the year, but maintains a positive outlook for copper prices, predicting they will rise to $12,000 per ton by the second quarter of next year [1] Group 3 - Notable stock performances include China Daye Non-Ferrous Metals rising over 14%, China Nonferrous Mining up 5.3%, Jiangxi Copper and Minmetals Resources increasing by 4%, China Gold International rising by 2.5%, and China Metal Resources up by 1.2% [1]

Group 1 - Copper stocks collectively rose, with China Daye Nonferrous Metals up 10% to HKD 0.099, Luoyang Molybdenum up 7.28% to HKD 17.38, Jiangxi Copper up 4.29% to HKD 35.04, and Zijin Mining up 4.29% to HKD 35.04 [1] - The U.S.-China trade talks in Kuala Lumpur led to a preliminary consensus on several important economic issues, indicating a slight easing of tariff pressures [1] - The Grasberg copper mine has no news on resuming production, contributing to tight copper supply and challenging smelting profit environments, with downstream consumption not meeting last year's levels during the traditional peak season [1] Group 2 - Downstream acceptance of copper prices is gradually improving, with better procurement reported this week [2] - Codelco plans to raise the copper surcharge for the European market to USD 345 per ton by 2026, marking a historical high and reflecting market concerns over tight copper supply next year [2] - The long-term outlook for copper prices remains positive, with the sector's valuation at historically low levels, suggesting a buy adjustment [2]

每经AI快讯，港股铜业股集体走高，截至发稿，中国大冶有色金属(00661.HK)涨10%，报0.099港元；洛 阳钼业(03993.HK)涨7.28%，报17.38港元；江西铜业股份(00358.HK)涨4.29%，报35.04港元；紫金矿业 (02899.HK)涨4.29%，报35.04港元。 ...

Core Viewpoint - The Hong Kong copper sector is experiencing a high open and low close trend, with significant declines in major companies' stock prices, reflecting market volatility and investor sentiment towards copper prices in the coming years [1] Group 1: Market Performance - As of now, major copper-related stocks have seen notable declines: China Nonferrous Mining down nearly 6%, China Gold International and Jiangxi Copper down nearly 4%, China Daye Nonferrous Metals down 3%, and Minmetals Resources down 2.6% [1] - Specific stock prices include: - China Nonferrous Mining at 14.680, down 5.72% - China Gold International at 138.300, down 3.96% - Jiangxi Copper at 34.360, down 3.75% - China Daye Nonferrous Metals at 0.096, down 3.03% - Minmetals Resources at 7.110, down 2.60% [1] Group 2: Price Forecasts - Goldman Sachs reports that high prices for copper, aluminum, and zinc reflect bullish sentiment among investors for 2026, driven by expectations of Federal Reserve rate cuts, a weaker dollar, and capital expenditures related to artificial intelligence [1] - The firm forecasts copper prices to remain in the range of $10,000 to $11,000 per ton for 2026 and 2027, although short-term price increases are limited to $11,000 per ton due to an oversupply in the market [1] - Aluminum prices face significant downside risks due to increased supply from Indonesia [1]

A bench of Justices P S Narasimha and A S Chandurkar dismissed the PIL filed by a lawyer called Shakti Bhatia as withdrawn after senior advocate Gopal Sankaranarayanan said he will be withdrawing the petition. "Why are these companies outside India so concerned about how we conduct our affairs and under what law?" the bench asked after Solicitor General Tushar Mehta, appearing for the Centre, Securities and Exchange Board of India (SEBI) and the Reserve Bank of India ( Mehta pointed to an email written to ...

消息面上，近日，中国有色金属工业协会铜业分会第三届理事会第五次会议在河北雄安新区召开。铜冶 炼行业"内卷式"竞争导致铜精矿加工费持续低位的问题是此次会议中代表反馈最集中的问题，也是行业 当下最突出的问题。中国大冶有色金属上半年收入减少超10%，主要由于受国内外冶炼产能集中加速释 放和铜精矿供应紧张的双向作用，冶炼加工费持续低位运行，及企业产品产量减少。 来源：智通财经网 中国大冶有色金属(00661)再涨近25%，近九个交易日累计涨幅已超144%。截至发稿，涨19.82%，报 0.133港元，成交额3355.06万港元。 ...

每经AI快讯，中国大冶有色金属(00661.HK)再涨近25%，近九个交易日累计涨幅已超144%。截至发 稿，涨19.82%，报0.133港元，成交额3355.06万港元。 ...