Group 1 - BlackRock's holding in China Aluminum's H-shares has decreased from 6.45% to 5.93% [1]

茲載列中國鋁業股份有限公司在上海證券交易所網站刊登的以下資料全文， 僅 供 參 閱。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內 容 概 不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不對因本公告全部或任何部份內容而產生或因倚賴該等內容而引致的 任 何 損 失 承 擔 任 何 責 任。 海外監管公告 此海外監管公告是根據香港聯合交易所有限公司證券上市規則第 13.10B條 作 出。 承董事會命 中國鋁業股份有限公司 葛小雷 公司秘書 中國‧北京 2025年9月29日 於 本 公 告 刊 發 日 期，董 事 會 成 員 包 括 執 行 董 事 何 文 建 先 生、毛 世 清 先 生 及 蔣 濤 先 生，非 執 行 董 事 李 謝 華 先 生 及 江 皓 先 生，獨 立 非 執 行 董 事 余 勁 松 先 生、陳 遠 秀 女 士 及 李 小 斌 先 生。 * 僅供識別 – 1 – 股 票 代 碼：601600 股 票 簡 稱：中 國 鋁 業 公 告 編 號：臨2025-055 中國鋁業股份有限公司 中 國 鋁 業 股 份 有 限 公 司（ ...

Core Viewpoint - The article highlights the release of the "Mechanical Industry Stabilization and Growth Work Plan (2025-2026)" by six government departments, aiming to promote high-quality development in the manufacturing sector, particularly in key areas such as industrial mother machines, agricultural machinery, and robotics [1][3][6]. Group 1: Policy Initiatives - The plan aims for the mechanical industry to maintain a stable and positive trend, targeting an average annual revenue growth rate of approximately 3.5%, with total revenue exceeding 10 trillion yuan by 2025-2026 [3]. - Specific measures include enhancing major technological renovations and large-scale equipment updates, focusing on replacing outdated equipment with more efficient and environmentally friendly alternatives [3][4]. - The plan emphasizes the promotion of intelligent manufacturing and the integration of new technologies such as artificial intelligence and quantum technology into equipment development [6][7]. Group 2: Market Response - Following the announcement, the robotics sector saw significant activity in the stock market, with nearly 20 related stocks hitting the daily limit or rising over 10% [2][8]. - The non-ferrous metals sector also experienced a collective surge, with an overall increase of more than 3.7% on the same day, driven by supportive policies in various industries [2]. Group 3: Industry Development Focus - The plan outlines the need to cultivate competitive small and medium-sized enterprises and industry clusters with international competitiveness, particularly in high-tech fields [3][7]. - It encourages the development of new economic models such as the "first economy," "ice and snow economy," and "smart tourism," expanding the application of specialized robots and smart equipment [5][6]. - The initiative aims to enhance the integration of artificial intelligence in healthcare, promoting the use of smart medical equipment and robotics in various healthcare scenarios [5][6].

9月29日，中国铝业大宗交易成交213.02万股，成交额1736.12万元，占当日总成交额的0.44%，成交价 8.15元，较市场收盘价8.15元持平。 | 交易日期 | 证券简称 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | | 类出管业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-09-29 | 中国铝业 | 601600 | 8.15 | 1480.86 | 181.7 | 不合用的意思想了 绿色亚 | 我們都是一個 1外大街证券贸 | KA | | 2025-09-29 | 中国隐亚 | 601600 | 8.15 | 255.26 | 31.32 | 天客區氛盤台東學 | 韻歌 | Ka | ...

港交所消息：贝莱德持有的中国铝业H股多头头寸从6.45%降至5.93%。 ...

Market Performance - The Hong Kong stock market experienced a significant rise, with the Hang Seng Index closing up 1.89% at 26,622.88 points and a total trading volume of HKD 309.1 billion [1] - The Hang Seng Tech Index increased by 2.08%, closing at 6,324.25 points, while the Hang Seng China Enterprises Index rose by 1.62% to 9,454.12 points [1] Blue-Chip Stocks - Alibaba (09988) saw a notable increase of 4.14%, closing at HKD 173.4, contributing 104.49 points to the Hang Seng Index [2] - Morgan Stanley raised its forecast for Alibaba's capital expenditure for FY2026-2028 from RMB 100-108 billion to RMB 130-135 billion, citing growth in Alibaba Cloud [2] - Other blue-chip stocks like New Oriental (09901) and Zijin Mining (02899) also performed well, with increases of 7.86% and 5.86% respectively [2] Sector Performance - Large technology stocks generally rose, with Kuaishou and Alibaba both up over 4%, while Xiaomi saw a decline of 2.01% [3] - The financial sector showed strong performance, with Huatai Securities (06886) up 12.55% and other major brokerages also experiencing significant gains [3] - The metals sector performed well, with stocks like Zhaojin Mining (01818) and Ganfeng Lithium (01772) rising by 6.68% and 6.55% respectively [4][5] Policy and Economic Outlook - The central bank emphasized the need for a moderately loose monetary policy to boost credit and investment in the financial sector [4] - The A-share margin trading balance reached a historical high, indicating increased trading activity and potential for growth in brokerage earnings [4] Emerging Trends - The demand for energy storage is strong, with leading battery companies operating at full capacity and orders extending into next year [7] - The new energy storage installation target for 2027 is set at 180 million kilowatts, which is expected to drive an investment of approximately RMB 250 billion [7] - The gaming and tourism sectors are anticipated to benefit from the upcoming National Day holiday, with hotel occupancy rates nearing 90% [8] Notable Stock Movements - Ubiquitous Robotics (09880) reported a significant contract worth RMB 30 million for its humanoid robots, indicating strong demand in the robotics sector [6] - Lai Kai Pharmaceutical (02105) saw an increase of 11.16% after positive results from its obesity treatment trials [10] - Xiaomi (01810) faced a decline of 2.01% due to a downward revision in expected shipments for its 17 series smartphones [11]

股票代码：601600 股票简称：中国铝业 公告编号：临 2025-055 中国铝业股份有限公司 关于召开 2025 年半年度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： （网址：http://roadshow.sseinfo.com/）。 一、说明会类型 中国铝业股份有限公司（以下简称"公司"）于 2025 年 8 月 28 日在上海证券 交易所网站（www.sse.com.cn）和《上海证券报》《证券日报》披露《中国铝业股 份有限公司 2025 年半年度报告》及摘要。 1、召开时间：2025 年 10 月 14 日（星期二）下午 15:00-16:00 会议召开时间：2025 年 10 月 14 日（星期二）下午 15:00-16:00。 会议召开地点：上海证券交易所上证路演中心 会议召开方式：上证路演中心网络互动方式。 投资者可于 2025 年 9 月 29 日(星期一)至 10 月 13 日(星期一)16:00 前通过登 录上证路演中心网站首页点击"提问预征集"栏目、发送邮件至 ...

数据宝统计，截至14:17，中国铝业成交额34.26亿元，创2024年10月31日以来新高。最新股价上涨 6.82%，换手率3.28%。（数据宝） （文章来源：证券时报网） ...

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].

Group 1 - China Aluminum's stock price increased by 5.12% to 8.01 CNY per share, with a trading volume of 2.586 billion CNY and a turnover rate of 2.50%, resulting in a total market capitalization of 137.417 billion CNY [1] - The stock has seen a continuous rise for three days, with a cumulative increase of 0.53% during this period [1] - China Aluminum's main business includes exploration and mining of bauxite and coal, production and sales of alumina, primary aluminum, and aluminum alloy products, as well as international trade and logistics [1] Group 2 - New沃 Fund has a significant holding in China Aluminum, with its New沃 Tongying Flexible Allocation Mixed Fund (002564) holding 42,100 shares, accounting for 4.36% of the fund's net value, making it the second-largest holding [2] - The fund has generated a floating profit of approximately 16,400 CNY today, with a total floating profit of 1,684 CNY during the three-day increase [2] - The New沃 Tongying Flexible Allocation Mixed Fund was established on September 22, 2016, and has a current size of 6.8023 million CNY, with a year-to-date return of 11.51% [2] Group 3 - The fund manager of New沃 Tongying Flexible Allocation Mixed Fund is Liu Tengfei, who has been in the position for 3 years and 291 days, managing assets totaling 43.5905 million CNY [3] - During Liu's tenure, the best fund return was 16.73%, while the worst return was -48.15% [3]