今日（9月29日），港股市场迎来强劲反弹。截至收盘，恒生指数报收于26622.88点，上涨494.86点，涨幅1.89%；恒生科技指数大涨129.14点，收盘报 6324.25点，涨幅2.08%。 资金方面，尽管港股表现强劲，但南向资金态度明显谨慎。截至收盘，南向资金累计净卖出超16亿港元。而在上周，南向资金累计净买入港股约440亿港 元。分析人士认为，尽管净卖出金额不算太多，但短期南向资金出现净卖出，可能与国庆中秋长假有关。由于A股将要休市8天，这期间港股通服务也将随 之关闭，直到10月9日A股恢复交易，港股通才会重新开启。因此，部分南向资金可能会在节前选择暂时离场，避免节日期间港股可能出现的波动。 焦点板块方面，中资券商股全线爆发。其中，华泰证券（06886.HK）、广发证券（01776.HK）、申万宏源香港（00218.HK）涨超12%，中信证券 （06030.HK）、东方证券（03958.HK）涨超11%，中州证券（01375.HK）、中国银河（06881.HK）、中金公司（03908.HK）涨超9%。 其他方面，盘面上，科网股普涨，阿里巴巴-W（09988.HK）、快手-W（01024.HK）涨超4 ...

Core Viewpoint - The recent surge in the non-ferrous metal sector is driven by a significant policy announcement aimed at stabilizing growth in the industry, leading to a notable increase in stock prices for related companies in both Hong Kong and A-shares markets [3][4]. Group 1: Market Performance - In the Hong Kong stock market, several non-ferrous metal companies saw substantial gains, including Zijin Mining (+5.60%), Ganfeng Lithium (+5.37%), and China Aluminum International (+5.29%) [1]. - A-shares also experienced a positive trend, with companies like Yicheng New Energy and Boqian New Materials hitting the daily limit up, and Hengdian East Magnetic rising by 6.16% [2]. Group 2: Policy Impact - The Ministry of Industry and Information Technology, along with eight other departments, released the "Non-Ferrous Metal Industry Stabilization Growth Work Plan (2025-2026)", projecting an average annual growth of around 5% in the industry's added value and a 1.5% increase in the production of ten major non-ferrous metals [3]. - The plan addresses current challenges in the industry, proposing ten initiatives focused on resource security, supply optimization, transformation promotion, consumption expansion, and strengthening cooperation [3]. Group 3: Industry Outlook - The non-ferrous metal industry is showing strong performance, with a reported 7.8% year-on-year increase in the added value of large-scale non-ferrous metal industries from January to August 2025, outpacing the overall industrial growth [3]. - Analysts from various institutions express optimism about the sector's future, citing factors such as potential interest rate cuts by the Federal Reserve and seasonal demand increases in the aluminum and lithium markets [5].

Core Viewpoint - 中铝国际's stock price has shown fluctuations with a year-to-date increase of 7.48%, while recent performance indicates a decline over the past 20 days [1][2] Financial Performance - For the first half of 2025, 中铝国际 reported revenue of 9.698 billion yuan, a year-on-year decrease of 9.45%, and a net profit attributable to shareholders of 103 million yuan, down 34.23% year-on-year [2] - The company has cumulatively distributed 1.02 billion yuan in dividends since its A-share listing, with no dividends distributed in the past three years [3] Stock Market Activity - As of September 29, 中铝国际's stock price was 4.74 yuan per share, with a market capitalization of 14.162 billion yuan [1] - The stock has seen a net inflow of 836,400 yuan from main funds, with significant buying and selling activity recorded [1] - The company has appeared on the龙虎榜 three times this year, with the most recent appearance on April 22, where it recorded a net buy of -22.6523 million yuan [1] Shareholder Information - As of June 30, 2025, 中铝国际 had 41,200 shareholders, an increase of 12.31% from the previous period [2] - The largest shareholders include Hong Kong Central Clearing Limited and Southern CSI 1000 ETF, with changes in their holdings noted [3] Business Overview - 中铝国际, established on December 16, 2003, and listed on August 31, 2018, operates in engineering design, consulting, construction contracting, and equipment manufacturing [1] - The company's revenue composition includes 75.78% from EPC engineering contracting, 18.03% from equipment manufacturing, and 6.19% from design consulting [1]

每经AI快讯，9月29日，港股有色股早盘活跃，截至发稿，赣锋锂业(01772.HK)涨6.01%，报39.5港元； 中铝国际(02068.HK)涨4.41%，报2.37港元；招金矿业(01818.HK)涨4.02%，报30.52港元；洛阳钼业 (03993.HK)涨3.44%，报14.45港元；中国铝业(02600.HK)涨3.97%，报7.85港元；江西铜业股份 (00358.HK)涨2.45%，报27.6港元。 ...

智通财经APP获悉，有色股早盘活跃，截至发稿，赣锋锂业(01772)涨6.01%，报39.5港元；中铝国际 (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(03993)涨3.44%，报 14.45港元；中国铝业(02600)涨3.97%，报7.85港元；江西铜业股份(00358)涨2.45%，报27.6港元。 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。 ...

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。 ...

格隆汇9月25日｜港股市场有色金属概念股全线上涨，其中，中国大冶有色金属涨超12%，洛阳钼业涨 超11%创历史新高，江西铜业股份涨近8%，金力永磁涨超5%，紫金矿业涨超4%，赣锋锂业涨超3%。 | 代码 | 名称 | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | 00661 | 中国大冶有色金属 | 12.50% | 0.063 | 11.27亿 | 31.25% | | 03993 | 洛阳铝业 | 11.01% | 13.910 | 2975.95 Z | 179.76% | | 00358 | 江西铜业股份 | 7.98% | 26.780 | 927.32 Z | 128.95% | | 06680 | 金力永磁 | 5.71% | 22.200 | 303.8亿 | 189.09% | | 02899 | 紫金矿业 | 4.59% | 31.000 | 8239.05亿 | 128.01% | | 01772 | 赣锋锂V | 3.35% | 38.860 | 799.4377 | 94.93% | | 09 ...

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 ...

证券日报网讯 9月5日晚间，中铝国际发布公告称，公司计划于2025年9月15日（星期一）16：00-17： 00举行2025年半年度业绩说明会。 （文章来源：证券日报） ...