Group 1 - Copper stocks continue to rise, with China Nonferrous Mining (01258) up 4.78% to HKD 14.02, Luoyang Molybdenum (03993) up 3.94% to HKD 14.52, Zijin Mining (02899) up 3.82% to HKD 31.54, and Jiangxi Copper (00358) up 2.82% to HKD 27.7 [1] - Bank of America reports that operational issues at the world's three major copper mines are expected to lead to lower actual production in the next two years, with a potential supply gap of 270,000 tons next year due to the closure of the Grasberg mine [1] - The bank has raised its copper price forecasts for next year and 2027 to USD 11,313 per ton and USD 13,500 per ton, respectively, due to steady demand in Europe and stabilization in China [1] Group 2 - The target price for Zijin Mining has been raised from HKD 31 to HKD 37, and for Luoyang Molybdenum from HKD 14 to HKD 16.5, both maintaining a "buy" rating [1] - Jiangxi Copper's rating has been upgraded from "underperform" to "buy," with the target price increased from HKD 17 to HKD 31, benefiting from rising prices of copper concentrate, gold, and silver [1] - Recent government policies regulating copper, aluminum smelting, and lithium production capacity may provide Jiangxi Copper with increased profit potential [1]

Core Viewpoint - Copper stocks continue to rise, driven by supply constraints and recovering demand, leading to upward revisions in price forecasts for copper [1] Group 1: Market Performance - As of the report, China Nonferrous Mining (01258) increased by 4.78% to HKD 14.02, Luoyang Molybdenum (603993) rose by 3.94% to HKD 14.52, Zijin Mining (601899) gained 3.82% to HKD 31.54, and Jiangxi Copper (600362) saw a 2.82% increase to HKD 27.7 [1] Group 2: Supply and Demand Dynamics - Bank of America reports operational issues at the world's three major copper mines, predicting actual production will fall short of previous expectations over the next two years [1] - The shutdown of the Grasberg mine alone could lead to a supply gap of 270,000 tons next year, while European demand is stabilizing and Chinese demand is steady [1] Group 3: Price Forecasts - The bank has raised its copper price forecasts for next year and 2027 to USD 11,313 per ton and USD 13,500 per ton, respectively, due to supply pressures [1] Group 4: Company Ratings and Target Prices - Zijin Mining's target price has been increased from HKD 31 to HKD 37, and Luoyang Molybdenum's target price has been raised from HKD 14 to HKD 16.5, both maintaining a "Buy" rating [1] - Jiangxi Copper's rating has been upgraded from "Underperform" to "Buy," with the target price soaring from HKD 17 to HKD 31, benefiting from rising prices of copper concentrate, gold, and silver [1]

该行将紫金矿业目标价由31港元上调至37港元，洛阳钼业目标价由14港元上调至16.5港元，同予"买 入"评级；并将江西铜业的评级由"跑输大市"上调至"买入"，目标价从17港元一举升至31港元，认为其 自产铜精矿、黄金及白银均能受惠于价格上行，加上当局日前宣布规范铜铝冶炼及锂产能政策，可能为 江西铜业带来盈利上行空间。 美银证券发表报告指，考虑到现时全球三大铜矿均出现经营问题，预计今明两年实际产量将低于原先预 期，单单是格拉斯伯格矿区的停产就可能导致明年供应缺口扩大27万吨，与此同时欧洲需求见底回升， 中国需求趋稳，铜供应面临压力，相应将明年及2027年铜价预测上调至每吨11313美元及13500美元。 ...

| 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 00340 | 漳关黄金 | 2.740 | 4.18% | | 00815 | 中国白银集团 | 0.520 | 4.00% | | 01818 | 招金矿业 | 30.480 | 3.89% | | 02899 | 紫金矿业 | 31.440 | 3.49% | | 06693 | 赤峰黄金 | 30.220 | 3.14% | | 01787 | 山东黄金 | 36.820 | 2.73% | | 03330 | 灵宝黄金 | 17.960 | 2.63% | | 01815 | 珠峰黄金 | 1.380 | 1.47% | | 02099 | 中国黄金国际 | 134.600 | 1.20% | 责任编辑：栎树 国内部分黄金珠宝品牌金饰价格9月29日继续上涨。具体来看，周生生足金饰品报价1111元/克，较9月 26日上涨5元/克；周大福、六福珠宝、老凤祥等品牌足金首饰价格则维持在1108元/克不变。 国际金价持续创下历史新高，带动港股黄金股集体上涨，潼关黄金涨4.18%，招金矿业涨近4%，紫金矿 ...

每经AI快讯，9月29日，紫金矿业涨近4%，报28.49元/股，股价再创新高，总市值突破7571亿元。 （文章来源：每日经济新闻） ...

国际金价持续创下历史新高，带动港股黄金股集体上涨，潼关黄金涨4.18%，招金矿业涨近4%，紫金矿 业涨3.5%，赤峰黄金涨超3%，山东黄金、灵宝黄金近3%，珠峰黄金、中国黄金国际涨超1%。 消息上，亚洲早盘，现货黄金突破前高，一度涨1%至3798.54美元/盎司，续创历史新高。摩根大通策略 师表示，到2026年年中，黄金价格预计将达到每盎司4050美元至4150美元的区间，未来有望再创新高。 国内部分黄金珠宝品牌金饰价格9月29日继续上涨。具体来看，周生生足金饰品报价1111元/克，较9月 26日上涨5元/克；周大福、六福珠宝、老凤祥等品牌足金首饰价格则维持在1108元/克不变。(格隆汇) | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 00340 | 潼关黄金 | 2.740 | 4.18% | | 00815 | 中国自银集团 | 0.520 | 4.00% | | 01818 | 招金矿业 | 30.480 | 3.89% | | 02899 | 紫美矿业 | 31.440 | 3.49% | | 06693 | 赤峰黄金 | 30.220 | ...

人民财讯9月29日电，恒生指数开盘涨0.74%，恒生科技指数涨0.67%。紫金矿业涨超3%，新东方、京东 健康等涨超2%。 ...

截至发稿，集海资源(02489.HK)涨5.21%、中国白银集团(00815.HK)涨4%、紫金矿业(02899.HK)涨 3.09%、潼关黄金(00340.HK)涨2.66%。 ...

2、港股通最近5个交易日增持榜（前10名） | 公司名称 | 持股额变动 | 持股数变动 | | --- | --- | --- | | 阿里巴巴－W(09988) | +96.59亿元 | +5801.17万股 | | 腾讯控股(00700) | +25.52亿元 | +396.28万股 | | 中芯国际(00981) | +14.72亿元 | +2017.62万股 | | 山高控股(00412) | +12.51亿元 | +27365.70万股 | | 中国移动(00941) | +10.00亿元 | +1175.98万股 | | 极兔速递-W(01519) | +8.17亿元 | +8265.64万股 | | 金山云(03896) | +7.66亿元 | +9146.40万股 | | 快手-W(01024) | +7.31亿元 | +967.56万股 | | 紫金矿业(02899) | +7.04亿元 | +2317.49万股 | | 康方生物(09926) | +6.74亿元 | +508.25万股 | 智通财经APP获悉，根据2025年9月26日披露数据，中远海能（01138）、中国电信（00728 ...

Core Viewpoint - The lithium extraction capacity from salt lakes in Tibet is expected to see significant growth, driven by leading companies such as Cangge Mining, Zijin Mining, and Blue Sky Technology, as they accelerate project layouts in the region [1] Group 1: Industry Developments - The construction of domestic lithium extraction capacity from salt lakes has entered a concentrated implementation phase since 2025 [1] - The rich reserves and cost advantages of salt lake lithium extraction are anticipated to contribute to this growth [1] Group 2: Company Activities - Leading companies in the industry are actively enhancing their project layouts in the Tibetan salt lakes, which is expected to substantially increase the lithium extraction scale in the Qinghai-Tibet Plateau [1] - According to Wei Ming, Secretary-General of the Lithium Salt Branch of the China Inorganic Salt Industry Association, there are no technical challenges in developing the salt lakes in Tibet, and equipment can be ready for operation within eight months if conditions permit [1]