每经AI快讯，2月9日，紫金矿业（601899）在港交所发布2026年和2028年主要矿产品产量规划指标， 其中预计2026年矿产金达到105吨。 ...

公司规划，到2028年，公司的资源储量、主要矿产品产量、销售收入、资产规模、利润等综合指标排名 进一步提升，铜、金矿产品产量进入全球前3位，全面建成高度适配且具有紫金特色的全球化运营管理 体系和ESG可持续发展体系；力争到2035年，公司主要指标较2025年实现跨越式增长，部份指标达到全 球首位，全面建成"绿色高技术超一流国际矿业集团"。 格隆汇2月9日丨紫金矿业(02899.HK)发布公告，2026年2月8日，公司召开第九届董事会2026年第4次临 时会议，会议审议通过《公司三年(2026—2028年)主要矿产品产量规划和2035年远景目标纲要》，明确 未来三年主要矿产品产量规划指标，并提出至2035年全面建成"绿色高技术超一流国际矿业集团"的远景 目标。 ...

關於三年（2026—2028 年）主要礦產品產量規劃和 2035 年遠景目標綱要的公告 重要内容提示： 一、編制背景 2023—2025 年，面對全球政治經濟和社會環境深刻變革，公司堅持「提質、控本、增效」工 作總方針，超預期完成目標任務，主要經濟指標和銅、金礦產品產量進入全球第 3—5 位。 主要財務數據 單位：人民幣億元 營業收入 利潤總額 歸母淨利潤 經營性淨現金流 資產總額 2022 年 2,703 300 200 287 3,060 2025 年 約 3,450 約 800 約 510-520 約 730 約 5,100 增長率 約 28% 約 167% 約 155%-160% 約 154% 約 67% 註：以上 2025 年數據為初步核算數據，具體以公司後續披露的經審計的 2025 年年度報告為 準。 1 ● 2026 年 2 月 8 日，紫金礦業集團股份有限公司（以下簡稱「本公司」、「公司」、「紫金」） 召開第九屆董事會 2026 年第 4 次臨時會議，會議審議通過《公司三年（2026—2028 年） 主要礦產品產量規劃和 2035 年遠景目標綱要》，明確未來三年主要礦產品產量規劃指 標，並提出 ...

Core Viewpoint - The new mandatory ESG information disclosure guidelines for A-share listed companies in China, effective from 2026, aim to enhance the quality and comparability of environmental data, addressing long-standing issues of fragmented and qualitative disclosures [1][2]. Group 1: New Guidelines Overview - The revised guidelines introduce three new environmental disclosure topics: pollutant emissions, energy utilization, and water resource utilization, providing a unified method for ESG reporting [2]. - The guidelines aim to resolve the historical challenges of inconsistent data standards and improve the credibility of environmental disclosures by establishing clear definitions and calculation methods [2][3]. Group 2: Industry Response and Implementation - Several listed companies are preparing to align their 2025 ESG disclosures with the new guidelines, with a goal of full compliance by the end of March [1]. - Companies like Zijin Mining and Dufu Technology are developing systematic data collection processes to ensure accurate reporting, utilizing technology for real-time monitoring and data management [4][5]. Group 3: Financial Impact Analysis - The new guidelines emphasize the need for companies to analyze and disclose the financial impacts of environmental issues on their financial statements, including potential effects on cash flow and operational costs [5]. - Companies are encouraged to assess how environmental factors, such as extreme weather and resource scarcity, could affect their financial performance [5][6]. Group 4: Risk Management and Strategic Opportunities - The guidelines provide a framework for companies to identify and manage environmental risks, integrating ESG disclosures into their overall management strategies [6]. - Companies are recognizing green opportunities, such as recycling and energy efficiency projects, which can enhance both environmental performance and economic benefits [6][7]. Group 5: Challenges and Recommendations - Companies face challenges in aligning domestic regulations with international standards, particularly in data reporting and calculation methods [7]. - There is a call for regulatory bodies to offer training and support to help companies navigate the complexities of the new guidelines and improve their ESG reporting practices [7].

↑点击上面图片 加雪球核心交流群 ↑ 风险提示：本文所提到的观点仅代表个人的意见，所涉及标的不作推荐，据此买卖，风险自负。 作者：羽界之家 来源：雪球 前两天，我经历了一件并不愉快、但让我思考了很久的事情。朋友突然找我，说能不能"帮帮他"。 他说他之前在茅台上割了三次，现在又买了紫金矿业被套牢，内心非常痛苦，完全无法原谅自己。他反复追问我，能不能跟着我投资。 我跟他说， 短期被套是投资里的常态 ，没有人能做到买入就涨、卖出就跌。我也跟他说，我写过很多文章，你如果能看懂、学会，其实就是在"跟 着我投资"。 但他接着说了一句话，让我非常无语，也让我警惕： "有些文章我看不懂。" 他并不是在问问题，而是在反复痛恨自己的投资失误，情绪已经完全失控，甚至说出了一些让我必须立刻拉开边界的话。 我只能明确告诉他： 如果你在一个高频犯错、情绪主导的状态里，还不断放大仓位、放大期待，那结果往往不是"学会了投资"，而是被市场反复惩罚。 二、合格的投资者，永远把风险放在第一位 我很同情他的处境，但 我帮不了他 。不是因为标的，而是因为 他的投资心态本身，就不是任何人能"带"的状态 。 而且，说得直白一点——我们只是萍水相逢，对陌生 ...

[Table_Page] 投资策略|专题报告 2026 年 2 月 8 日 证券研究报告 [Table_Summary [Table_Title] ] 春节前后，港股如何反应？ ——港股市场策略展望 报告摘要： （4）港股天量 IPO 对市场影响不大，影响主要在于 IPO 过后 6 个月 的解禁高峰。典型的例如 11 年年中、15 年下半年、19 年 3 月、21 年 二季度、22 年年中，解禁潮都与港股下跌出现在相似时间段。26 年 3 月主要是有色金属（紫金黄金国际、南山铝业国际）+茶饮（蜜雪冰城） 的解禁潮，中大型规模公司的解禁规模 872 亿港元，高于去年年末的 解禁小高峰。由于港股通账户并不能够参与打新，享受稀缺性公司的 上市红利，却需要承受限售股解禁带来的风险，这可能确实是南向资 金对于 2026 年港股的主要担忧之一。 | [分析师： Table_Author]刘晨明 | | | --- | --- | | | SAC 执证号：S0260524020001 | | | SFC CE No. BVH021 | | | 010-59136616 | | | liuchenming@gf.com.cn ...

消息面上，博泰车联近日宣布，与平安财险订立框架合作协议，双方将通过"AI+车联网技术+保险服 务"的深度融合创新，打破汽车产业与金融保险产业的行业边界，实现从"基础服务"向"个性化、全场景 赋能"的跨越式升级，重构智慧出行保险生态，引领智慧出行时代的保险服务变革与用户体验升级。 值得注意的是，依托其在智能座舱、大模型及具身智能等前沿领域的深厚积累，博泰车联正加速推动技 术成果向商业化场景转化。2025年10月，公司与人工智能领军企业商汤科技达成全面战略合作，聚焦 AI大模型在智能座舱中的深度应用，并同步布局人形机器人与舱驾一体等未来赛道，彰显其向高阶智 能出行生态跃迁的决心。 博泰车联 分时图 日K线 周K线 月K线 280.00 10.20 3.78% 4.37% 2.92% 1.46% 0.00% 1.46% 2.92% 4.37% 258.00 261.93 265.87 269.80 273.73 277.67 281.60 09:30 10:30 12:00/13:00 14:00 16:10 0 733 1467 2200 博泰车联(02899)午后涨超4%，高见282港元，再创上市新高。截至发稿 ...

Core Viewpoint - Botai Carlink (02899) has seen a significant increase in stock price, reaching a new high of 282 HKD, driven by a strategic partnership with Ping An Insurance to innovate insurance services through AI and connected vehicle technology [1] Group 1: Company Developments - Botai Carlink's stock rose over 4% in the afternoon session, with a trading volume of 10.42 million HKD [1] - The company announced a framework cooperation agreement with Ping An Insurance, aiming to integrate AI, connected vehicle technology, and insurance services to enhance user experience and transform the insurance ecosystem [1] Group 2: Technological Advancements - Botai Carlink is accelerating the commercialization of its technological achievements in smart cockpits, large models, and embodied intelligence [1] - A comprehensive strategic partnership was established with SenseTime in October 2025, focusing on the deep application of AI large models in smart cockpits and exploring future avenues such as humanoid robots and integrated cockpit-driving systems [1]

Group 1 - The core viewpoint of the article highlights a significant decline in the performance of the non-ferrous metal mining ETF, with a drop of 3.81% on February 6, 2023, closing at 2.120 yuan [1] - Major holdings within the non-ferrous mining ETF experienced notable declines, including Zijin Mining down 5.07%, Luoyang Molybdenum down 5.28%, and Northern Rare Earth down 2.71% [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 120.70% since its inception on June 21, 2023, and a monthly return of 9.84% [1]

Market Overview - The Hong Kong stock market opened under pressure, with the Hang Seng Index down 1.97%, the National Enterprises Index down 1.88%, and the Hang Seng Tech Index down 2.42% [1][3] - Major stocks such as Baidu Group, Zijin Mining, AIA, and JD Health experienced declines of 4.33%, 4.14%, 4.02%, and 3.96% respectively [1][3] - Only a few blue-chip stocks, including Mengniu Dairy, Midea Group, and New Oriental, recorded slight gains [1][3] Company Specifics - China Overseas Development reported a 20.4% year-on-year increase in contract property sales amounting to approximately RMB 144.78 billion in January, while the sales area decreased by 12.9% to about 516,600 square meters [1][3] - The company anticipates that approximately RMB 111.46 billion in recognized property sales will convert into contract property sales in the coming months [1][3] - Meituan plans to acquire all issued shares of Dingdong, a leading fresh e-commerce company in mainland China, for an initial cost of USD 717 million, which is subject to adjustments [1][3] - NIO reported a positive earnings forecast, expecting adjusted operating profit (non-GAAP) between RMB 700 million (approximately USD 100 million) and RMB 1.2 billion (approximately USD 172 million) for Q4 2025, marking its first quarter of adjusted operating profit [2][4] - In contrast, NIO recorded an adjusted operating loss of RMB 5.5436 billion in Q4 2024 [2][4]