大年初二，王晖参赞到特变电工阿玛丽亚水电站给节日期间奋战在一线的职工拜年，向大家致以新春祝福的同时，提醒大家节日期间一定要注意 安全生产，一起过个祥和平安的中国年。 （原标题：王晖参赞到阿玛丽亚水电站慰问一线职工） 此外，节日期间，王晖参赞还陪同孙勇大使到中水对外凯雷塔和苏阿皮提水电站、博法中铝铝土矿和国电投氧化铝厂考察慰问、与中铝国电投河 南矿业和益丰船务等公司举行座谈会，并到宝武、华为和云南斯盖尔等公司走访慰问。 微信图片_20260219190406_372_48.jpg ...

Market Overview - The market performance is generally poor before major holidays due to concerns about potential issues during the break, with the Hang Seng Index dropping by 1.72% [1] - The U.S. non-farm payroll data exceeded expectations, causing the probability of a Fed rate cut in March to plummet from 20% to 8%, which could negatively impact the stock market if the upcoming CPI data is also unfavorable [1] - The Nasdaq experienced a significant drop of over 2% due to AI-related fears, leading to a chain reaction where investors sold gold to cover margin calls, despite no fundamental deterioration in gold [1] AI and Technology Sector - The subscription service GLM Coding Plan by Zhihui (02513) announced a price increase due to strong market demand, with user growth and usage volume rapidly increasing [2] - Zhihui's GLM-5 model ranks first in three major agent evaluation benchmarks, and its coding capabilities are approaching those of Claude Opus 4.5, indicating a strong competitive position [2] - MiniMax+ (00100) also saw a rise of over 15%, both companies reaching historical highs, with expectations of foreign capital focusing on driving up stock prices after the Spring Festival [2] Automotive Industry - The Ministry of Industry and Information Technology is soliciting opinions on mandatory national standards for intelligent connected vehicles, which will replace the previous recommended standards [3] - The new standards will introduce safety guarantees and certification systems, establishing product access conditions and detailing technical indicators and simulation testing requirements [3] - Companies in the intelligent driving sector, such as Nari Technology (01316) and Zhejiang Shibao (01057), experienced stock price increases following the announcement [3] Robotics Sector - MicroPort Robotics-B (02252) reported that its core product, the Tumi laparoscopic surgical robot, has surpassed 200 global commercial orders, with successful surgeries conducted in nearly 10 countries [4] - The company has achieved a 100% success rate in nearly 800 remote surgeries, leading to a stock price increase of over 11% [4] - Other companies in the robotics field, such as Yujia Technology (02515) and UBTECH (09880), also saw stock price increases following MicroPort's announcement [4] Metals Sector - Reports indicate that Trump is considering reducing tariffs on aluminum products, which could provide opportunities for the aluminum sector during the adjustment period [5] - The aluminum sector experienced a notable drop, but the current aluminum premium in the U.S. indicates that tariff costs are primarily borne by American consumers rather than foreign producers [6] - Potential tariff reductions could positively impact U.S. aluminum demand, suggesting a neutral to slightly bullish outlook for the aluminum sector [6] Consumer Sector - China Duty Free Group (01880) reported strong sales data following the opening of Hainan's duty-free market, with sales reaching 1.106 billion yuan during the Spring Festival [7] - The company is set to implement zero-tariff policies for daily consumer goods and has planned multiple promotional activities to boost sales [7] - A significant acquisition of DFS in the Greater China region and strategic investment from LVMH is expected to enhance the company's market position and resource access [7]

Group 1 - The core viewpoint of the article highlights a decline in the performance of the non-ferrous metal mining ETF, with a 2.35% drop in opening price to 2.281 yuan on February 13 [1] - Major holdings within the non-ferrous mining ETF experienced significant declines, including Zijin Mining down 3.75%, Luoyang Molybdenum down 2.85%, and Huayou Cobalt down 3.42% [1] - The ETF's performance benchmark is the CSI Non-ferrous Metals Mining Theme Index, managed by China Merchants Fund Management Co., with a return of 133.39% since its establishment on June 21, 2023, and a 7.86% return over the past month [1]

Group 1 - The core viewpoint of the article highlights the performance of the Nonferrous ETF Taikang (159163), which opened down by 0.88% at 0.900 yuan [1] - Major holdings in the Nonferrous ETF Taikang experienced significant declines, including Zijin Mining down 3.75%, Luoyang Molybdenum down 2.85%, and Northern Rare Earth down 0.70% [1] - The performance benchmark for the Nonferrous ETF Taikang is the CSI Nonferrous Metals Mining Theme Index return, with a return of -9.32% since its establishment on January 27, 2026 [1]

Group 1 - The core viewpoint of the articles indicates a decline in non-ferrous metal stocks, with significant drops in companies such as Xiyeg股份 (over 4%), Northern Rare Earth, and Xiamen Tungsten (over 3%) [1] - Industrial non-ferrous related ETFs have also experienced a decline, with an overall drop exceeding 2% [1] - Despite short-term market fluctuations, brokerages suggest that the long-term outlook for cyclical resource sectors, including industrial non-ferrous metals, remains promising due to industrial structural optimization and sustained demand growth [2] Group 2 - Performance trend models indicate that the current valuation of the industrial non-ferrous sector is reasonable, with potential for a rebound in the future [2] - Investors are advised to focus on the potential performance of these sectors within the supply chain and to seize investment opportunities arising from significant price declines [2]

（文章来源：证券日报） 证券日报网讯 2月12日，中国铝业在互动平台回答投资者提问时表示，氧化镓作为第四代超宽禁带半导 体代表材料，公司正在开展相关研究工作。 ...

证券日报网讯2月12日，中国铝业（601600）在互动平台回答投资者提问时表示，公司围绕高端镓基新 材料开展了基础性、前瞻性技术攻关，持续推动镓产业链向下游延伸。 ...

证券日报网讯2月12日，中国铝业（601600）在互动平台回答投资者提问时表示，公司有部分氧化铝产 品向欧盟国家出口。 ...

Group 1 - The core viewpoint of the article highlights the performance of the Huatai-PineBridge ETF (159652) in the non-ferrous metals sector, showing a stable opening price and mixed performance among its major holdings [1] - The ETF opened at 1.954 yuan with a 0.00% change, indicating stability in the market [1] - Major holdings in the ETF include Zijin Mining, which rose by 0.23%, and Huayou Cobalt, which increased by 2.25%, while other stocks like China Aluminum and Ganfeng Lithium experienced slight declines [1] Group 2 - The performance benchmark for the Huatai-PineBridge ETF is the CSI Sub-Industry Non-Ferrous Metals Theme Index return rate [1] - Since its establishment on January 16, 2023, the ETF has achieved a return of 95.20%, with a monthly return of 7.27% [1] - The fund is managed by Huatai-PineBridge Fund Management Co., Ltd., with managers Dong Jin and Sun Hao overseeing its operations [1]

Group 1 - The mining ETF (561330) opened at 2.280 yuan, experiencing a slight decline of 0.09% [1] - Major holdings in the mining ETF include Zijin Mining (+0.23%), Luoyang Molybdenum (-0.04%), Northern Rare Earth (+0.00%), Huayou Cobalt (+2.25%), China Aluminum (-0.45%), Ganfeng Lithium (+0.05%), Shandong Gold (-0.74%), Yun Aluminum (-0.19%), Zhongjin Gold (-0.72%), and Tianqi Lithium (-0.14%) [1] - The performance benchmark for the mining ETF is the CSI Nonferrous Metals Mining Theme Index return, managed by Guotai Fund Management Co., Ltd., with a return of 127.98% since its establishment on October 19, 2022, and a 9.00% return over the past month [1]