Core Viewpoint - The Hong Kong stock market saw significant activity in the non-ferrous metal sector on September 29, with several companies experiencing notable stock price increases [1] Company Summaries - Ganfeng Lithium (01772.HK) rose by 6.01%, reaching HKD 39.5 [1] - Chalco International (02068.HK) increased by 4.41%, trading at HKD 2.37 [1] - Zhaojin Mining (01818.HK) saw a rise of 4.02%, with shares priced at HKD 30.52 [1] - Luoyang Molybdenum (03993.HK) gained 3.44%, with a stock price of HKD 14.45 [1] - China Aluminum (02600.HK) experienced a 3.97% increase, reaching HKD 7.85 [1] - Jiangxi Copper (00358.HK) rose by 2.45%, trading at HKD 27.6 [1]

Core Viewpoint - The non-ferrous metal sector is experiencing significant activity, with various companies showing notable stock price increases following the release of a growth plan by the Ministry of Industry and Information Technology for 2025-2026 [1] Group 1: Stock Performance - Ganfeng Lithium (01772) increased by 6.01%, reaching 39.5 HKD [1] - Chalco International (02068) rose by 4.41%, priced at 2.37 HKD [1] - Zhaojin Mining (01818) saw a 4.02% increase, now at 30.52 HKD [1] - Luoyang Molybdenum (03993) grew by 3.44%, trading at 14.45 HKD [1] - China Aluminum (02600) increased by 3.97%, priced at 7.85 HKD [1] - Jiangxi Copper (00358) rose by 2.45%, now at 27.6 HKD [1] Group 2: Industry Growth Plan - The growth plan indicates an average annual growth of approximately 5% in the added value of the non-ferrous metal industry from 2025 to 2026 [1] - The production of ten major non-ferrous metals is expected to grow at an average annual rate of about 1.5% during the same period [1] - Positive progress is anticipated in the domestic resource development of copper, aluminum, and lithium [1] Group 3: Market Sentiment and Forecast - Guohai Securities suggests that the recent interest rate cuts by the Federal Reserve and the introduction of the growth plan have boosted industry sentiment [1] - The operating rate in the downstream aluminum processing sector is on the rise, with a significant inventory turning point observed [1] - Minsheng Securities notes that with the Federal Reserve's rate cuts and ongoing demand during the "Golden September and Silver October" peak season, industrial metal prices are likely to continue rising [1]

消息面上，9月28日，工业和信息化部等八部门印发《有色金属行业稳增长工作方案（2025—2026 年）》，其中提到，2025—2026年，有色金属行业增加值年均增长5%左右，十种有色金属产量年均增 长1.5%左右，铜、铝、锂等国内资源开发取得积极进展。国海证券认为，短期来看，美联储如期降 息，且仍有进一步降息预期；有色金属行业稳增长工作方案出台，提振行业情绪。下游铝加工环节开工 率仍在持续回升中，库存拐点基本出现，关注"金九银十"旺季机会。民生证券指出，美联储降息落地， 商品供给干扰频发，伴随美国财政货币双宽松，叠加国内"金九银十"旺季需求，工业金属价格有望继续 上行。 有色股早盘活跃，截至发稿，赣锋锂业（002460）(01772)涨6.01%，报39.5港元；中铝国际（601068） (02068)涨4.41%，报2.37港元；招金矿业(01818)涨4.02%，报30.52港元；洛阳钼业（603993）(03993)涨 3.44%，报14.45港元；中国铝业（601600）(02600)涨3.97%，报7.85港元；江西铜业（600362）股份 (00358)涨2.45%，报27.6港元。 ...

Core Viewpoint - The Hong Kong stock market saw a significant rise in the non-ferrous metal sector, driven by supply concerns following Freeport McMoran's announcement of force majeure at its Grasberg mine in Indonesia, which is critical to global copper supply [1] Group 1: Market Performance - China Daye Nonferrous Metals rose over 12.5%, with a year-to-date increase of 31.25% [2] - Luoyang Molybdenum increased by 11.01%, marking a staggering year-to-date rise of 179.76% [2] - Jiangxi Copper Co. saw an increase of 7.98%, with a year-to-date growth of 128.95% [2] - Jinchuan Group's share price rose by 5.71%, with a year-to-date increase of 189.09% [2] - Zijin Mining's stock increased by 4.59%, with a year-to-date rise of 128.01% [2] - Ganfeng Lithium's shares rose by 3.35%, with a year-to-date increase of 94.93% [2] Group 2: Supply Concerns - Freeport McMoran's Grasberg mine accounts for 3.2% of global copper supply and over 70% of the company's total copper production [1] - The unexpected supply disruption is expected to impact global copper production by more than 6% [1]

Group 1 - The Hong Kong stock market saw a significant rise in the non-ferrous metal sector, with China Daye Nonferrous Metals up over 12%, Luoyang Molybdenum up over 11% reaching a historical high, Jiangxi Copper up nearly 8%, Jinchuan Group up over 5%, Zijin Mining up over 4%, and Ganfeng Lithium up over 3% [1] - Freeport McMoran announced a force majeure on its Grasberg mine in Indonesia, which has reignited market concerns over supply, pushing LME copper futures to a one-year high [1] - The Grasberg mine accounts for 3.2% of global copper supply and over 70% of Freeport's total copper production, with unexpected supply disruptions expected to impact over 6% of global copper output [1] Group 2 - The stock performance of key companies in the non-ferrous metal sector includes: - China Daye Nonferrous Metals: up 12.50%, latest price at 0.063, market cap at 1.127 billion, year-to-date increase of 31.25% [2] - Luoyang Molybdenum: up 11.01%, latest price at 13.910, market cap at 29.7595 billion, year-to-date increase of 179.76% [2] - Jiangxi Copper: up 7.98%, latest price at 26.780, market cap at 9.2732 billion, year-to-date increase of 128.95% [2] - Jinchuan Group: up 5.71%, latest price at 22.200, market cap at 303.8 million, year-to-date increase of 189.09% [2] - Zijin Mining: up 4.59%, latest price at 31.000, market cap at 82.3905 billion, year-to-date increase of 128.01% [2] - Ganfeng Lithium: up 3.35%, latest price at 38.860, market cap at 799.43 million, year-to-date increase of 94.93% [2]

2025 中期報告 企業願景 建設成為世界一流的極具市場競爭力的 提供有色金屬先進技術、成套裝備、集成服務綜合解決方案的 新型工程技術企業 發展定位 有色行業技術的引領者 有色工程建設的主力軍 高端工業裝備及產品製造的生力軍 核心價值觀 責任 誠信 開放 卓越 戰略規劃 科技+國際 1 中鋁國際工程股份有限公司 重要提示 二零二五年中期報告 2 半年報速覽 關於中鋁國際 | 新增科技成果30項，其中國際領先水平成果3項 | | --- | | 榮獲省部級科技獎4項 | | 榮獲質量省部級獎項1項 | | 榮獲勘察設計省部級獎項21項 | | 榮獲QC成果省部級獎項73項 | | 連年躋身美國《工程新聞記錄》（ENR） | | 「全球工程設計公司150強」「國際工程設計公司225強」 | | 「全球最大250家國際承包商」「最大250家全球承包商」 | 海外營業收入 20.16億元 同比增長6.89% 主營業務綜合毛利率 10.84% 同比增加1.26個百分點 EPC工程總承包及施工合同 139.81億元 同比增長25.94% 新簽工業合同 156.33億元 同比增長37.68% 海外合同 31.89億元 同比 ...

Group 1 - The company, China Aluminum International, announced plans to hold a semi-annual performance briefing on September 15, 2025, from 16:00 to 17:00 [2]

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。 CHALIECO 中鋁國際工程股份有限公司 China Aluminum International Engineering Corporation Limited （於 中 華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司） （股 份 代 碼：2068） 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條 刊 登。 茲載列該公告（於 上 海 證 券 交 易 所 網 站 刊 登）如 下，僅 供 參 閱。 特此公告 承董事會命 中鋁國際工程股份有限公司 陶甫倫 執行董事兼聯席公司秘書 中 國 北 京，2025年9月5日 於本公告日期，非執行董事為劉長奎先生及胡未熹女士；執行董事為李宜華先生、 劉 敬 先 生 及 陶 甫 倫 先 生；職 工 代 表 董 事 為 劉 東 軍 先 生；以 及 獨 立 非 執 行 ...

Core Viewpoint - The company will hold a half-year performance briefing on September 15, 2025, to discuss its operational results and financial status for the first half of 2025, addressing investor concerns through a video recording and online interaction format [1][2]. Group 1: Meeting Details - The meeting is scheduled for September 15, 2025, from 16:00 to 17:00 [2][3]. - It will take place at the Shanghai Stock Exchange Roadshow Center, accessible via the website http://roadshow.sseinfo.com/ [2][3]. - The format of the meeting will include video recording and online interaction, allowing for real-time responses to investor inquiries [2][3]. Group 2: Participation Information - Investors can participate in the meeting by logging into the Shanghai Stock Exchange Roadshow Center on the scheduled date [3]. - A pre-collection of questions will be available from September 5, 2025, to September 12, 2025, allowing investors to submit inquiries via the website or through the company's email [3][4]. - The company will address commonly asked questions during the briefing [2][3]. Group 3: Contact Information - The contact person for inquiries is Ms. Ma, reachable at the phone number 010-82406806 [3]. - Investors can also use the email address IR-zlgj@chinalco.com.cn for further questions [4].

证券代码：601068 证券简称：中铝国际 公告编号：临 2025-037 中铝国际工程股份有限公司 关于召开 2025 年半年度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承 担法律责任。 重要内容提示： 会议召开时间：2025 年 9 月 15 日（星期一）16:00-17:00。 会议召开地点：上海证券交易所上证路演中心（网址： http://roadshow.sseinfo.com/）。 会议召开方式：上证路演中心视频录播和网络互动。 （三）会议召开方式：上证路演中心视频录播和网络互动 三、参加人员 公司董事长、执行董事李宜华先生，执行董事、总经理刘敬先生， 独立董事童朋方先生，职工代表董事刘东军先生，执行董事、财务总 监、董事会秘书陶甫伦先生。因工作安排，上述参加人员如有调整， 不再另行通知。 投资者可于 2025 年 9 月 5 日（星期五）至 9 月 12 日（星期 五）16:00 前登录上证路演中心网站首页，点击"提问预征集"栏目 （http://roadshow.sseinfo.com/question ...