Market Overview - The Shanghai Composite Index rose by 3.49% and the CSI 300 Index increased by 4.18% during the week of August 18-22 [2][3] - The SW Nonferrous Metals Index saw a gain of 1.33%, while COMEX gold and silver prices increased by 1.05% and 2.26%, respectively [2][3] Industrial Metals - Industrial metal prices showed mixed movements: LME aluminum +0.73%, copper +0.50%, zinc +0.32%, lead +0.56%, nickel -1.45%, and tin +0.70% [2][3] - The SMM imported copper concentrate index reported a decrease of $3.47/ton to $-41.15/ton, while the copper rod enterprises' operating rate rose to 71.80%, up by 1.20 percentage points [3] - Domestic electrolytic aluminum social inventory decreased by 11,000 tons, totaling 596,000 tons, indicating a slight increase in production and improved demand expectations [3] - Recommended companies in the industrial metals sector include Zijin Mining, Luoyang Molybdenum, Minmetals Resources, China Nonferrous Mining, and others [3] Energy Metals - Cobalt raw material imports continue to decline, suggesting a potential price surge for cobalt, while lithium supply disruptions remain a concern [4] - Carbonate lithium prices have rebounded due to increased market activity, with expectations for a strong short-term performance [4] - Cobalt prices are expected to strengthen as domestic inventory continues to deplete, with stable price increases for cobalt sulfate [4] - Recommended companies in the energy metals sector include Cangge Mining, Huayou Cobalt, and others [4] Precious Metals - The expectation of interest rate cuts by the Federal Reserve has positively influenced gold prices, with the People's Bank of China continuing to increase gold reserves for nine consecutive months [5] - Silver prices are also rising due to its industrial properties and recovery dynamics [5] - Recommended companies in the precious metals sector include Shandong Gold, Tongguan Gold, and others, with a focus on potential opportunities if gold prices stabilize above $3,500/oz [5]

8月19日，上交所发布关于中国有色矿业集团有限公司2025年面向专业投资者公开发行科技创新可续期 公司债券（第二期）（品种二）上市的公告。 依据《上海证券交易所公司债券上市规则》等规定，上交所同意中国有色矿业集团有限公司2025年面向 专业投资者公开发行科技创新可续期公司债券（第二期）（品种二）于2025年8月20日起在上交所上 市，并采取匹配成交、点击成交、询价成交、竞买成交、协商成交交易方式。该债券证券简称为"中色 YK11"，证券代码为"243551"。根据中国结算规则，可参与质押式回购。 来源：金融界 ...

Group 1 - The core viewpoint of the news is that China Nonferrous Metal Mining Group Co., Ltd. has received an "AAAsti" rating for its second phase of corporate bonds aimed at professional investors, indicating strong creditworthiness [1] - The company is recognized for its rich resource reserves, complete industrial chain, significant scale advantages, and improved profitability and operational cash flow, which support its credit level [1] - However, the rating agency also notes that the company's profitability is susceptible to industry cyclicality and that overseas operations face certain risks, which could impact its overall credit status [1] Group 2 - China Nonferrous Metal Mining Group Co., Ltd. is a large state-owned enterprise directly managed by the State-owned Assets Supervision and Administration Commission, with its origins tracing back to the establishment of China Nonferrous Metal Foreign Engineering Company in 1983 [2] - The company underwent several name changes and structural adjustments, including the establishment of China Nonferrous Metal Construction Group Co., Ltd. in 2005, and it primarily engages in nonferrous metal mining, construction contracting, and related services [2] - In 2024, the company achieved a total operating revenue of 132.368 billion yuan [2]

港股铜业股走强，其中，五矿资源绩后大涨超9%刷新阶段新高，江西铜业股份涨近6%，中国有色矿业 涨超3%，兴业合金涨近2%。 | 代码 | 名称 | 最新价 | 涨跌幅 ▽ | | --- | --- | --- | --- | | 01208 | 五矿资源 | 4.610 | 9.24% | | 00358 | 江西铜业股份 | 18.490 | 5.84% | | 01258 | 中国有色矿业 | 7.980 | 3.23% | | 00505 | 兴业导等 | 1.030 | 1.98% | | 01636 | 中国金属利用 | 1.550 | 0.65% | | 02099 | 中国黄金国际 | 74.450 | 0.34% | 消息上，五矿资源公布中期业绩，上半年收入为28.17亿美元，同比增长47%；公司权益持有人应占溢 利3.4亿美元，同比增长1511%。收入增长主要由于销量增加及商品价格上涨。利润增长主要得益于旗 下三座铜矿的铜产量全面提升、铜、金、银、锌市场价格上扬，以及LasBambas单位成本下降。 有分析指，全球铜矿产量增长有限，尽管智利6月铜矿产量同比增长17%，但Escondida（ ...

格隆汇8月12日丨中国有色矿业(01258.HK)公布，公司将于2025年8月28日召开董事会会议，以（其中包 括）审议及通过集团截至2025年6月30日止六个月的中期业绩及其发布，以及审议派发中期股息的建议 （如有）。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司（「聯交所」）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 公告全部或任何部份內容而產生或因依賴該等內容而引致的任何損失承擔任何責任。 China Nonferrous Mining Corporation Limited 中國有色礦業有限公司 （根據公司條例於香港註冊成立的有限公司） （股份代號：01258） 董事會會議通告 中國有色礦業有限公司（「本公司」）之董事（「董事」）會（「董事會」）謹此公告，董事 會將於2025年8月28日（星期四）舉行會議，以商討下列事項： 承董事會命 中國有色礦業有限公司 朱超然及黃敏儀 聯席公司秘書 2025年8月12日 於本公告刊發日期，董事會成員包括執行董事肖波先生；非執行董事譚耀宇先生 及龔亞妮女士；以及獨立非執行董事關浣非先生、高光夫先生及孫玉峰先生。 (1) 省覽及批准本公司及其附屬公司截至2025年6月30日止六個月未經審核之簡 明綜合財務報告，並批准將於聯交所及本公司網站刊登之中期業績公告稿本； (2) 考慮派付中期股息（如有）與考慮暫停辦理股份過戶登記手續（如需要）；及 ...

Core Viewpoint - Gansu Minqin Shage Desert Green Energy Co., Ltd. was established on August 8, with a registered capital of 200 million yuan, primarily controlled by Huadian New Energy [1] Company Overview - The company is jointly owned by Gansu Huadian Zheneng Tengger Energy Co., Ltd. (51% stake) and Huadian New Energy (49% stake) [1] - The legal representative of the company is Liu Zhiyong [1] Business Scope - The company is authorized to engage in power generation, transmission, and distribution services [1] - It is involved in construction engineering, installation, maintenance, and testing of power facilities [1] - The company also focuses on energy management contracts, emerging energy technology research and development, and energy-saving technology services [1] - Additional services include technical consulting, ecological restoration, and renewable energy technology services such as wind and solar power [1]

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7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: | 中國有色礦業有限公司 | | | 呈交日期: | 2025年8月5日 | | | I. 法定/註冊股本變動 不適用 | | | FF301 第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 | 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) | 01258 | 說明 | | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | | 3,902,036,000 | | 0 | | 3,902,036,000 | | 增加 / 減少 ...

港股铜业股普遍上涨，其中，五矿资源、万国黄金集团涨超3%，中国黄金国际涨1%，江西铜业、中国 有色矿业跟涨。 消息上，智利国营矿业巨头Codelco旗下全球最大地下铜矿之一El Teniente因致命矿难停产，该矿占 Codelco总产量逾四分之一，去年产铜35.6万吨。停产消息引发市场对铜供应紧张担忧，推动伦敦金属 交易所铜价连续上涨。分析称，此次供应中断凸显铜市场供应链脆弱性。 | 代码 | 名称 | 最新价 涨跌幅 v | | | --- | --- | --- | --- | | 01208 | 五矿资源 | 3.950 | 3.13% | | 03939 | 万国黄金集团 | 31.980 | 3.03% | | 02099 | 中国黄金国际 | 69.200 | 1.02% | | 00358 | 江西铜业股份 | 16.030 | 0.88% | | 01258 | 中国有色矿业 | 7.520 | 0.67% | 上周铜价曾大幅波动，美国意外宣布将精炼铜排除在新征收的进口关税范围外，导致铜价一度创下6月 初以来最低收盘价，而El Teniente的停产为市场注入了新的上涨动力。(格隆汇) ...

Core Viewpoint - China Nonferrous Mining (01258) experienced a stock price increase of over 3% following a profit forecast, indicating positive market sentiment towards the company's financial outlook [1] Financial Performance - The company anticipates a profit attributable to shareholders of approximately $258 million for the six months ending June 30, 2025, representing an increase of about 18% compared to the same period ending June 30, 2024 [1] - The increase in profit is primarily driven by rising international copper prices and an increase in copper production from the company's own mines compared to the same period in 2024 [1]