Group 1 - The core point of the article highlights the performance of the Invesco ETF (560290) in the non-ferrous metals sector, with a current opening price of 0.948 yuan and a 0.00% change [1] - The major holdings of the Invesco ETF include Zijin Mining, which opened up by 0.91%, and other companies like China Aluminum and Shandong Gold, which also showed positive movements [1] - The fund's performance benchmark is the CSI Nonferrous Metals Mining Theme Index, and since its establishment on January 26, 2026, it has recorded a return of -5.23% [1] Group 2 - The fund is managed by Invesco Great Wall Fund Management Co., with the fund manager being Gong Lili [1] - The article provides a detailed list of the opening price changes for various stocks within the ETF, indicating a mixed performance among the holdings [1]

Group 1 - The core viewpoint of the article highlights the performance of the Non-ferrous Metals ETF Fund (516650), which opened with a gain of 1.90% at 2.145 yuan [1] - Major holdings in the Non-ferrous Metals ETF include Zijin Mining, which rose by 3.50%, and other companies such as Luoyang Molybdenum, Northern Rare Earth, and Huayou Cobalt, which also experienced gains [1] - The fund's performance benchmark is the CSI Sub-Industry Non-ferrous Metals Theme Index return, managed by Huaxia Fund Management Co., with a return of 110.83% since its inception on June 9, 2021, and a 4.15% return over the past month [1]

Group 1 - The core point of the article highlights the performance of the Penghua Nonferrous ETF (159880), which opened with a gain of 2.06% at 2.233 yuan [1] - Major holdings in the ETF include Zijin Mining, which rose by 3.50%, and other companies such as Luoyang Molybdenum (2.14%), Northern Rare Earth (2.97%), and Huayou Cobalt (1.49%) [1] - The ETF's performance benchmark is the National Index of Nonferrous Metals Industry, managed by Penghua Fund Management Co., Ltd., with a return of 118.94% since its inception on March 8, 2021, and a 5.03% return over the past month [1]

Group 1 - The core viewpoint of the article highlights the performance of the Huabao Nonferrous ETF (159876), which opened with a gain of 2.07% at 1.135 yuan on February 9 [1] - Major holdings of the Huabao Nonferrous ETF include Zijin Mining, which rose by 3.50%, Luoyang Molybdenum by 2.14%, Northern Rare Earth by 2.97%, and others, indicating a positive trend in the nonferrous metals sector [1] - The Huabao Nonferrous ETF has a performance benchmark of the CSI Nonferrous Metals Index return, managed by Huabao Fund Management Co., with a return of 122.52% since its establishment on March 12, 2021, and a recent one-month return of 4.76% [1]

生意社02月09日讯 中国铝业股份有限公司2026年2月9日铝锭(AL99.70)现货价格各地区价格大幅上涨，具体如下： 华东市场对外报价23400元/吨，华南市场对外报价23430元/吨，西南市场对外报价23370元/吨，中原市 场对外报价23280元/吨；较上一交易日(2.6)分别上涨260元/吨、290元/吨、260元/吨、250元/吨。 PriceSeek评析 生意社02月09日讯 中国铝业股份有限公司2026年2月9日铝锭(AL99.70)现货价格各地区价格大幅上涨，具体如下： 华东市场对外报价23400元/吨，华南市场对外报价23430元/吨，西南市场对外报价23370元/吨，中原市 场对外报价23280元/吨；较上一交易日(2.6)分别上涨260元/吨、290元/吨、260元/吨、250元/吨。 PriceSeek评析 铝，多空评分：1 文章显示2026年2月9日铝锭(AL99.70)现货价格在华东、华南、西南、中原市场分别上涨260元/吨、290 元/吨、260元/吨、250元/吨，涨幅显著。这表明市场对铝的需求强劲或供应紧张，利好现货价格。铝作 为大宗商品，价格上升可能受下游制造业复苏或库存 ...

长城证券研报指出，中国铝业拟收购巴西铝业，打开海外产能扩张空间。公司拟与国际矿业巨头力拓斥 资62.86亿元人民币，联合收购巴西铝业68.596%股权。前述收购完成后，巴西铝业将成为公司的附属公 司，纳入公司合并报表范围。巴西铝业目前拥有3 座在产铝土矿山，年铝土矿产量约200万吨，氧化铝 产能80万吨/年，电解铝产能43万吨/年，下游加工产能21.5万吨/年，原铝产量占比超过巴西市场三分之 一。此外，巴西铝业还控股或参股21座水电站和4个风电站，权益装机规模1.6吉瓦，年权益发电量约70 亿度，全部为可再生能源，且均为铝产业自备电。中国铝行业头部企业，综合实力位居全球铝行业前 列。结合公司2月4日收盘价，对应PE分别为15.1/10.0/6.5倍，首次覆盖，给予"买入"评级。 ...

Group 1 - The core viewpoint of the article highlights the performance of the non-ferrous metal mining ETF, which opened with a gain of 1.94% at 2.254 yuan on February 9 [1] - Major holdings in the non-ferrous metal mining ETF include Zijin Mining, which rose by 3.50%, Luoyang Molybdenum by 2.14%, Northern Rare Earth by 2.97%, and others showing positive gains [1] - The ETF's performance benchmark is the CSI Non-Ferrous Metals Mining Theme Index return, managed by China Merchants Fund Management Co., with a return of 121.32% since its establishment on June 21, 2023, and a 5.62% return over the past month [1]

Group 1 - The core viewpoint of the article highlights the performance of the Silverhua ETF (159871), which opened with a gain of 1.39% at 1.097 yuan on February 9 [1] - Major holdings in the Silverhua ETF include Zijin Mining, which rose by 3.50%, Luoyang Molybdenum by 2.14%, Northern Rare Earth by 2.97%, and others, indicating a positive trend in the sector [1] - The performance benchmark for the Silverhua ETF is the CSI Nonferrous Metals Index return, managed by Silverhua Fund Management Co., with a return of 116.82% since its inception on March 10, 2021, and a 4.72% return over the past month [1]

Group 1 - Copper prices continue to rise, with domestic commodity futures opening with Shanghai copper up over 2%. Last week, LME metal futures closed higher, with LME copper rising by $91 to $12,994 per ton and LME aluminum rising by $58 to $3,085 per ton [1] - According to Huayuan Securities, in the medium to long term, insufficient capital expenditure in copper mining and frequent supply-side disruptions may shift the copper supply-demand balance from tight equilibrium to shortage. Additionally, the profit cycle for copper smelting is expected to bottom out amid a "de-involution" backdrop, and with the Federal Reserve entering a rate-cutting cycle, copper prices are likely to break upward [1] - In the context of copper prices reaching historical highs, the process of "aluminum replacing copper" in the air conditioning and home appliance sectors may accelerate. Furthermore, the policy of replacing old consumer goods with new ones is expected to continue until 2026, which may lead to an increase in demand for electrolytic aluminum [1] Group 2 - As of January 30, 2026, the top ten weighted stocks in the CSI Industrial Nonferrous Metals Theme Index (H11059) include Luoyang Molybdenum, Northern Rare Earth, China Aluminum, and others, collectively accounting for 55.71% of the index [2]

港交所消息：2月2日， 贝莱德 持有的 中国铝业 H股多头头寸从6.23%降至5.65%。 ...