中铝国际公告称，2025年新签合同总额468.36亿元，同比增加51.94%。其中，新签工业合同457.71亿 元，占比97.73%，同比增61.87%；新签EPC合同283.20亿元，占比60.47%，同比增162.32%；新签海外 合同221.48亿元，占比47.29%，同比增263.38%。截至2025年12月31日，存量合同总额541.20亿元，较 上年同期增加10.40%。 ...

Market Overview - The Hong Kong stock index showed mixed performance with the Hang Seng Index rising by 0.09% to 26,773.97 points, while the Hang Seng Tech Index fell by 1.31% to 5,721.82 points [1] - Major tech stocks experienced varied movements, with Alibaba down by 1.25%, Tencent up by 0.92%, and JD.com up by 1.39% [1] - Gold stocks led the rise in the metals sector, with companies like Lingbao Gold and Shandong Gold reaching new highs, while China Nonferrous Mining surged over 11% [1] - Oil stocks strengthened, with CNOOC rising by over 4% [1] - Commercial aerospace stocks generally declined, with Asia Pacific Satellite down over 8% [1] Corporate News - Road King Infrastructure (01098.HK) plans to sell several property rights in the Road King New World commercial project in Ningbo for 100.3 million yuan [2] - Asia Cement (00743.HK) expects a net profit of approximately 85.6 million yuan for 2025 [3] - Zijin Mining (02899.HK) announced the completion of the second phase of the Julong Copper Mine, which will become the largest copper mine in China [4] - Minmetals Capital (01141.HK) anticipates a net profit of 130 million to 170 million HKD for 2025, representing a year-on-year increase of 155.9% to 234.6% [4] - Everbright Securities (06178.HK) projects a revenue of 10.863 billion yuan for 2025, a year-on-year growth of 13.18%, with a net profit of 3.729 billion yuan, up 21.92% [4] - China Merchants Bank (03968.HK) reported a revenue of 337.532 billion yuan for 2025, with a slight increase of 0.01%, and a net profit of 150.181 billion yuan, up by 1.21% [4] - Shanghai Fudan (01385.HK) expects a revenue of approximately 3.93 billion to 4.03 billion yuan for 2025, with a net profit decrease of about 66.82% to 50.58% [4] - China Life Insurance (02628.HK) plans to invest 4 billion yuan to establish a partnership focused on AI-driven technological innovation and industrial upgrades in the Yangtze River Delta [5] - Xinda International Holdings (00111.HK) issued a profit warning, expecting a net profit of approximately 74 million to 82 million HKD [6] - Huadian International Power (01071.HK) reported a cumulative power generation of 262 million MWh for 2025, a decrease of about 6.99% year-on-year [7] - CNOOC Services (02883.HK) released a strategic guideline for 2026, expecting capital expenditure of approximately 8.44 billion yuan [8] - Sinopec (00386.HK) forecasts an oil production of 39.7 million tons for 2025, a slight increase of 0.2%, and a natural gas production of 41.253 billion cubic meters, up 4.02% [8] Institutional Insights - Galaxy Securities noted that the short-term interest rate cut expectations by the Federal Reserve have decreased, leading to a forecast of narrow fluctuations in the Hong Kong stock market [9] - The technology sector remains a long-term investment focus, benefiting from price increases in the supply chain, domestic substitution, and accelerated AI applications [9] - Consumption sectors are expected to continue benefiting from policy support, with attention needed on policy implementation and improvements in consumption data [9] - Dongxing Securities highlighted that the number of satellite launches in China is expected to accelerate by 2026, creating market opportunities in satellite manufacturing and rocket launches [10] - Guangfa Securities indicated that space photovoltaics are likely to benefit from the global commercial aerospace boom, with existing low-orbit satellite plans potentially creating nearly 10 GW of demand for space photovoltaics [10]

Group 1 - China Aluminum International (02068) saw a mid-day increase of over 2.4% after announcing a joint venture to undertake a new electrolytic aluminum project with an annual capacity of 394,000 tons, with the first phase set at 294,000 tons [1] - CGN Mining (01164) rose over 8.3% following the submission of a preliminary prospectus for a trust that plans to issue up to $2 billion in transferable, non-redeemable trust shares over 25 months, with annual uranium procurement not exceeding 9 million pounds [1] - China Shengmu Organic Milk (01432) increased nearly 6% after a joint announcement regarding a potential conditional cash offer to acquire all issued shares of the company [1] Group 2 - Yijun Group Holdings (02442) surged over 18%, with a cumulative increase of nearly 500% since its resumption of trading in December, following the sale of shares by its controlling shareholder [2] - China Rare Earth Holdings (03788) rose over 10%, reaching a historical high of 5.49 HKD, after announcing the termination of its gold spin-off plan to focus on gold business [2] - Laopuqin Gold (06181) increased over 7.3% as consumer demand is expected to rise during the upcoming Spring Festival, driven by higher gold prices and anticipated price increases [2] Group 3 - Oil stocks continued to rise, with CNOOC (02883) up 4.19%, Sinopec (00386) up 2.54%, and PetroChina (00857) up 3.68%, amid escalating geopolitical tensions in Iran and Cuba [3] - Changfei Optical Fiber (06869) saw a rise of over 15.4% due to significant price increases and supply tightness in the G.652.D optical fiber market, with major manufacturers unable to meet their own orders [3] Group 4 - Nanshan Aluminum International (02610) increased over 2.6% after announcing plans to start construction on a 250,000-ton electrolytic aluminum project in 2026, with an investment of $437 million [4] - Xindong Company (02400) saw a slight increase of 0.43% as its mobile game "Xindong Town" surpassed 10 million downloads, indicating strong user growth [4] Group 5 - EquipmentShare.com (EQPT.US) debuted on the US stock market with an IPO price of $24.5, closing up 32.9% on its first day [5] - The solar energy sector saw initial gains, with JinkoSolar (JKS.US) up 9.03% and Canadian Solar (CSIQ.US) up 4.57%, following discussions at the Davos Forum [5] - Silver-related stocks experienced gains, with First Majestic Silver (AG.US) rising 5.04% as spot silver prices surpassed $100 [5] Group 6 - Lithium mining stocks mostly rose, with Sigma Lithium (SGML.US) up 17.54% after announcing additional sales of high-purity lithium powder [6] - Bank stocks declined, with Goldman Sachs (GS.US) down 3.75% amid legal issues involving President Trump and JPMorgan [6] - Redwire (RDW.US) increased by 4.51% following comments from Elon Musk about SpaceX's plans for reusable rocket technology [6] Group 7 - Semiconductor stocks showed strength, with AMD (AMD.US) up 2.35% and Nvidia (NVDA.US) up 1.53%, as Nvidia's CEO visited China to discuss future plans [7] - Ericsson (ERIC.US) rose 8.87% after reporting strong fourth-quarter earnings, with adjusted EBITA reaching 12.7 billion SEK, a 24% increase year-over-year [8] - Intel (INTC.US) fell 17.03% due to disappointing performance outlooks and manufacturing issues [8]

（文章来源：每日经济新闻） 每经AI快讯，中铝国际(02068.HK)盘中涨超3%，截至发稿涨3.16%，报2.94港元，成交额3451.39万港 元。 ...

Group 1 - The core point of the article is that China Aluminum International (中铝国际) saw its stock price increase by 3.16% to HKD 2.94, with a trading volume of HKD 34.51 million [1] - On January 23, China Aluminum International announced that its subsidiary, Shenyang Aluminum Magnesium Design Research Institute, led a consortium to win a bid for a new electrolytic aluminum project in Shanxi, with a capacity of 394,000 tons per year for phase one [1] - The consortium, which includes Shanghai Baoye, Shier Metallurgy, Qiye, and Yunnan Construction Investment Machinery, signed a total engineering contract with Shanxi Zhaofeng for approximately RMB 3.03 billion [1]

消息面上，1月23日，中铝国际发布公告，2025年12月2日，公司控股子公司沈阳铝镁设计研究院有限公 司(牵头方，简称沈阳院)与上海宝冶、十二冶(公司全资子公司)、七冶、云南建投机械组成联合体，中 标山西兆丰新建39.4万吨/年电解铝项目(一期29.4万吨/年)。近日，沈阳院与上海宝冶、十二冶、七冶、 云南建投机械组成的联合体与山西兆丰签署了《建设项目工程总承包合同(联合体)》。签约合同价约 30.3亿元。 智通财经APP获悉，中铝国际(02068)盘中涨超3%，截至发稿，涨3.16%，报2.94港元，成交额3451.39万 港元。 ...

截至2026年1月23日收盘，中铝国际（601068）报收于6.11元，较上周的5.73元上涨6.63%。本周，中铝 国际1月23日盘中最高价报6.2元。1月20日盘中最低价报5.59元。中铝国际当前最新总市值182.56亿元， 在专业工程板块市值排名6/39，在两市A股市值排名1191/5182。 公司公告汇总 中铝国际工程股份有限公司关于电解铝项目中标进展的公告：2025年12月2日，中铝国际控股子公司沈 阳铝镁设计研究院有限公司与上海宝冶、中色十二冶金建设有限公司、七冶安装工程有限责任公司、云 南建投机械制造安装工程有限公司组成联合体，中标山西兆丰铝电新材料有限公司新建39.4万吨/年电 解铝项目（一期29.4万吨/年）。近日，联合体与山西兆丰正式签署《建设项目工程总承包合同（联合 体）》，合同金额为人民币3,029,885,800.00元，计划竣工日期为2027年9月30日。公司控股子公司沈阳 院和十二冶负责实施部分合同金额约2,181,757,385.14元，约占公司2024年度经审计营业收入的9.09%。 项目顺利实施将对公司当期及未来年度业绩产生积极影响。 本周关注点 公司公告汇总：中铝国际联合 ...

Core Viewpoint - China Aluminum International Engineering Corporation (中铝国际) announced that its subsidiary Shenyang Aluminum Magnesium Design Research Institute (沈阳铝镁设计研究院) has formed a consortium with several companies to win a bid for a new electrolytic aluminum project in Shanxi Province, with a capacity of 394,000 tons per year, of which 294,000 tons per year is for the first phase [1] Group 1 - The consortium includes Shenyang Institute, Shanghai Baoye Group, China Nonferrous Metal Industry's Twelfth Construction Company, Qiye Installation Engineering Co., Ltd., and Yunnan Construction Investment Machinery Manufacturing and Installation Engineering Co., Ltd. [1] - The consortium has signed a general contracting agreement for the construction project with Shanxi Zhaofeng Aluminum Electric New Materials Co., Ltd. [1] - The project is significant for the development of the electrolytic aluminum industry in the region [1]

Core Viewpoint - China Aluminum International (02068) announced that its subsidiary Shenyang Aluminum Magnesium Design Research Institute, leading a consortium, won a bid for a new electrolytic aluminum project with Shanxi Zhaofeng Aluminum Electric New Materials Co., Ltd. The contract value is approximately 3.03 billion yuan [1] Group 1 - The consortium includes Shenyang Institute, Shanghai Baoye Group, China Nonferrous Metal Industry's Twelfth Construction Co., Ltd., Qiye Installation Engineering Co., Ltd., and Yunnan Construction Investment Machinery Manufacturing and Installation Engineering Co., Ltd. [1] - The project involves the construction of a new electrolytic aluminum facility with a capacity of 394,000 tons per year, with the first phase targeting 294,000 tons per year [1] - The signing of the general contracting agreement for the construction project has been completed [1]

中铝国际（601068）(02068)公布，2025年12月2日，公司控股子公司沈阳铝镁设计研究院有限公司(牵头 方，以下简称沈阳院)与上海宝冶集团有限公司(以下简称上海宝冶)、中色十二冶金建设有限公司(公司 全资子公司，以下简称十二冶)、七冶安装工程有限责任公司(以下简称七冶)、云南建投机械制造安装工 程有限公司(以下简称云南建投机械)组成联合体，中标山西兆丰铝电新材料有限公司(以下简称山西兆 丰)新建39.4万吨/年电解铝项目(一期29.4万吨/年)。近日，沈阳院与上海宝冶、十二冶、七冶、云南建 投机械组成的联合体与山西兆丰签署了《建设项目工程总承包合同(联合体)》。签约合同价约30.3亿 元。 ...