Group 1 - The aluminum sector experienced a significant upward trend on January 6, with Chang Aluminum reaching its daily limit increase [2] - China Aluminum surged over 8%, hitting a 15-year high [2] - Other companies such as Shenhuo Co., Tianshan Aluminum, and Nanshan Aluminum also saw increases in their stock prices [2]

Group 1 - The aluminum sector is experiencing a significant upward trend, with Chang Aluminum Co. hitting the daily limit increase [1] - China Aluminum Industry has seen a rise of over 8%, reaching a 15-year high [1] - Other companies such as Shenhuo Co., Tianshan Aluminum, and Nanshan Aluminum are also witnessing gains [1]

Group 1 - The core viewpoint of the articles highlights a significant rise in Hong Kong's non-ferrous metal stocks, driven by geopolitical tensions and supply constraints in the metals market [1][2] - Major companies such as China Daye Nonferrous Metals saw a nearly 7% increase, while Luoyang Molybdenum and Zhaojin Mining also experienced notable gains of 5.6% and over 4% respectively [2] - The recent military action by the U.S. against Venezuela has heightened market risk aversion, leading to a surge in gold prices, which reached $4,450 per ounce, and silver prices, which rose to $77 per ounce [1] Group 2 - The copper market is facing supply challenges due to worker strikes at mining sites, exacerbating an already tight supply situation, which has pushed London copper prices to a record high of over $13,090 per ton [1] - CITIC Securities' latest report indicates that the resource bull market is continuing due to renewed geopolitical conflicts, which are driving both risk-averse investments and central bank allocations towards gold [1] - Basic metals such as copper, aluminum, and nickel are experiencing supply contradictions, supporting price increases in these commodities [1]

Group 1 - Morgan Stanley increased its stake in China Aluminum (02600) by 3.49256 million shares at a price of 12.1243 HKD per share, totaling approximately 42.3448 million HKD [1] - After the increase, Morgan Stanley's total shareholding in China Aluminum reached approximately 198 million shares, representing a stake of 5.01% [1]

Group 1 - JPMorgan Chase & Co. increased its stake in China Aluminum (02600.HK) by purchasing 3,492,560 shares at an average price of HKD 12.1243 per share, totaling approximately HKD 42.345 million [1] - Following this transaction, JPMorgan's total holdings in China Aluminum rose to 197,685,344 shares, increasing its ownership percentage from 4.92% to 5.01% [1]

高盛公司将中国铝业A股评级下调至卖出，目标价9.10元。 ...

香港联交所最新数据显示，2025年12月30日，摩根大通增持中国铝业（601600）(02600)349.256万股， 每股作价12.1243港元，总金额约为4234.48万港元。增持后最新持股数目约为1.98亿股，持股比例为 5.01%。 ...

智通财经APP获悉，香港联交所最新数据显示，2025年12月30日，摩根大通增持中国铝业 (02600)349.256万股，每股作价12.1243港元，总金额约为4234.48万港元。增持后最新持股数目约为1.98 亿股，持股比例为5.01%。 ...

Core Viewpoint - Yongjie New Materials announced a sales contract with China Aluminum Corporation's Liancheng branch, involving a total estimated procurement of approximately 100,000 tons of products over the year 2026, with a total contract value exceeding 2 billion yuan [1] Group 1 - Yongjie New Materials' subsidiary, Zhejiang Yongjie Aluminum Co., Ltd., will supply products monthly from January 1, 2026, to December 31, 2026 [1] - The estimated total amount of the contract is based on market prices and will be settled in batches according to actual orders [1] - The transaction does not require approval from the company's board of directors or shareholders [1] Group 2 - The fulfillment of the contract may be affected by macro policies and market conditions, indicating potential risks of non-fulfillment or partial fulfillment [1]

每经AI快讯，铝业股涨幅居前。截至发稿，中国铝业(02600.HK)涨5.3%，报13.32港元；南山铝业国际 (02610.HK)涨2.9%，报51.1港元；中国宏桥(01378.HK)涨2.82%，报34.98港元。 ...