Core Viewpoint - Copper stocks continue to rise in the afternoon session, reflecting a sustained upward trend in recent trading [1][3]. Group 1: Company Performance - Minmetals Resources (01208) increased by 3.78%, reaching HKD 8.23 [1][3]. - China Daye Non-Ferrous Metals (00661) rose by 3.96%, trading at HKD 0.105 [1][3]. - Jiangxi Copper Company (00358) saw a 2.10% increase, with shares priced at HKD 34 [1][3]. - China Nonferrous Mining (01258) experienced a 1.57% rise, with a share price of HKD 16.78 [1][3].

Core Viewpoint - Copper industry stocks continue to rise, driven by supply-demand dynamics and strategic decisions by key industry players [1] Group 1: Stock Performance - Minmetals Resources (01208) increased by 3.78%, reaching HKD 8.24 - China Daye Non-Ferrous Metals (00661) rose by 2.97%, reaching HKD 0.104 - Jiangxi Copper (00358) saw a 1.98% increase, reaching HKD 33.94 - China Nonferrous Mining (01258) grew by 0.97%, reaching HKD 16.68 [1] Group 2: Industry Developments - The China Copper Raw Materials Joint Negotiation Group (CSPT) has agreed to reduce copper concentrate production capacity by over 10% in 2026 to improve the supply-demand fundamentals [1] - CSPT aims to maintain the Benchmark system and strengthen direct cooperation with mines while resisting unreasonable pricing models from traders [1] Group 3: Market Outlook - According to a report from Galaxy Securities, the tight supply of copper ore and potential production cuts from smelting companies may lead to a more acute shortage of refined copper in 2026 [1] - If production cuts occur at the smelting level, it could further tighten refined copper supply and stimulate price increases [1]

Group 1 - Copper industry stocks continue their recent upward trend, with significant gains observed in various companies [1] - Minmetals Resources (01208.HK) increased by 3.78%, reaching HKD 8.24 [1] - China Daye Non-Ferrous Metals (00661.HK) rose by 2.97%, trading at HKD 0.104 [1] - Jiangxi Copper (00358.HK) saw a rise of 1.98%, priced at HKD 33.94 [1] - China Nonferrous Mining (01258.HK) experienced a gain of 0.97%, with shares at HKD 16.68 [1]

Group 1 - Copper stocks continue to rise, with significant increases in share prices for companies such as Minmetals Resources (+3.78% to HKD 8.24), China Daye Non-Ferrous Metals (+2.97% to HKD 0.104), Jiangxi Copper (+1.98% to HKD 33.94), and China Nonferrous Mining (+0.97% to HKD 16.68) [1][1][1] - The China Copper Raw Materials Joint Negotiation Group (CSPT) has reached a consensus to reduce copper concentrate production capacity by over 10% in 2026, aiming to improve the supply-demand fundamentals of copper concentrate [1][1][1] - A report from Galaxy Securities indicates that the tight supply of copper ore and potential production cuts from smelting companies may lead to a more pronounced shortage of refined copper in 2026, which could further drive up copper prices [1][1][1]

Core Viewpoint - Copper stocks continue to rise, driven by supply constraints and strategic decisions from industry players regarding production capacity and pricing models [1] Group 1: Stock Performance - Minmetals Resources (01208) increased by 3.78%, reaching HKD 8.24 - China Daye Nonferrous Metals (00661) rose by 2.97%, reaching HKD 0.104 - Jiangxi Copper (600362) shares (00358) grew by 1.98%, reaching HKD 33.94 - China Nonferrous Mining (01258) saw an increase of 0.97%, reaching HKD 16.68 [1] Group 2: Industry Developments - The China Copper Raw Materials Joint Negotiation Group (CSPT) has reached a consensus to reduce copper concentrate production capacity by over 10% for the 2026 fiscal year, aiming to improve the supply-demand fundamentals of copper concentrate [1] - CSPT plans to maintain the Benchmark system and strengthen direct cooperation with mines while resisting unreasonable pricing models from traders [1] Group 3: Market Outlook - According to a report from Galaxy Securities, the ongoing tight supply of copper ore and potential production cuts from smelting companies may lead to a more pronounced shortage of refined copper in 2026, which could further drive up copper prices [1]

陈先生及夏先生亦将自2025年12月2日起出任本公司执行委员会成员。 五矿资源(01208)发布公告，自2025年12月2日起： 陈学松先生(陈先生)获委任为Las Bambas 总裁;夏伟 泉先生(夏先生)获委任为非洲运营总裁(非洲运营总裁);王楠先生(王先生)担任首席运营官职务;及钱松先 生(钱先生)作为首席财务官职责範围扩大。 来源：智通财经网 ...

格隆汇12月2日丨五矿资源(01208.HK)宣布，自2025年12月2日起：(i)陈学松获委任为Las Bambas总裁 (Las Bambas总裁);(ii)夏伟泉获委任为非洲运营总裁(非洲运营总裁);(iii王楠担任首席运营官职务;及(iv)钱 松作为首席财务官职责范围扩大。陈学松及夏伟泉亦将自2025年12月2日起出任公司执行委员会成员。 ...

五矿资源(01208)发布公告，自2025年12月3日起生效：(1)曹亮先生获委任为本公司董事会董事长;(2)梁 卓恩先生获指定为本公司首席独立非执行董事。 ...

MMG LIMITED 五礦資源有限公司 （於香港註冊成立之有限公司） （股份代號 : 1208） 董事名單與其角色和職能 自二零二五年十二月三日起五礦資源有限公司董事會（董事會），成員載列如下： 獨立非執行董事： Peter William Cassidy 博士 梁卓恩先生 （首席獨立非執行董事） 陳嘉強先生 陳纓女士 董事會設立兩個委員會。下表提供各董事會成員在這些委員會中所擔任的職位。 | 董事委員會 | 審核及風險管理 | 管治、薪酬、提名及 | | --- | --- | --- | | 董事 | 委員會 | 可持續發展委員會 | | 趙晶先生 | – | – | | 張樹強先生 | M | – | | 曹亮先生 | M | M | | Peter William Cassidy博士 | M | C | | 梁卓恩先生 | M | M | | 陳嘉強先生 | C | M | | 陳纓女士 | M | M | 附註： C - 有關委員會之主席。 M - 有關委員會之成員。 執行董事： 趙晶先生 （行政總裁） 非執行董事： 張樹強先生 曹亮先生 （董事長） 香港，二零二五年十二月二日 ...

智通财经APP讯，五矿资源(01208)发布公告，自2025年12月3日起生效：(1)曹亮先生获委任为本公司董 事会董事长;(2)梁卓恩先生获指定为本公司首席独立非执行董事。 ...