Group 1: Hong Kong Stock Market Highlights - Jinli Permanent Magnet (06680) rose over 5%, with institutions optimistic about valuation and performance in the rare earth sector [1] - Heyu-B (02256) increased by more than 7%, as the upcoming launch of Pimiatin is expected to provide continuous sales revenue [1] - Sa Sa International (00178) saw a rise of over 6%, with a 8.4% year-on-year increase in revenue for the second fiscal quarter [1] - Gold stocks continued their recent upward trend, with Chifeng Jilong Gold Mining (06693) up over 14% and Zijin Mining International (02259) up over 7% [1] - Xinjiang Xin Mining (03833) surged over 17%, with the company announcing a near doubling of stock price after its return to A-shares [1] Group 2: U.S. Stock Market Highlights - AMD (AMD.US) rose 3.83% after announcing a 6 GW computing power agreement with OpenAI for future AI infrastructure [3] - Trilogy Metals (TMQ.US) skyrocketed 211% following the U.S. government's announcement to acquire a 10% stake in the company [3] - AppLovin (APP.US) increased by 7.64%, amid reports of an SEC investigation regarding its advertising practices [3] - Ford Motor Company (F.US) fell 6.14% due to a significant fire at a key production facility, expected to halt operations until next year [4] - Soluna Holdings (SLNH.US) surged 12.78%, reporting an increase in mining capacity from 526 PH/s in August to 658 PH/s in September [4]

Core Viewpoint - Xinjiang Xinxin Mining (03833) has seen its stock price increase by over 15% since announcing its A-share listing on September 25, with the price nearly doubling since then [1] Group 1: Stock Performance - As of the latest update, the stock price rose by 12.66%, reaching HKD 3.47, with a trading volume of HKD 65.0876 million [1] Group 2: Company Developments - Xinjiang Xinxin Mining's board has approved the issuance of A-shares and plans to list on a Chinese stock exchange to promote sustainable growth in revenue and shareholder returns [1] - The company fully owns four nickel-copper mines: Kalatongke, Huangshan East, Huangshan, and Xiangshan, as well as two vanadium mines: Xianghe Street and Mujiahe, and a fluorite mine: Kalchaer [1]

Group 1 - The Hang Seng Index fell by 0.61%, down 164 points, closing at 26,976 points, while the Hang Seng Tech Index dropped by 1.2% [1] - International gold prices reached a new historical high, leading to significant gains in the precious metals sector, with China Silver Group rising over 20% and Zijin Mining International increasing by over 5% [1] - Xinjiang Xinxin Mining surged over 12%, with a year-to-date increase exceeding 300%, and plans to issue A-shares [1] - Bitcoin surpassed $125,000, setting a new historical high, which positively impacted cryptocurrency-related stocks, with OK Blockchain rising over 14% and Boya Interactive increasing by over 10% [1] - Hesai Technology (Hesai-W) rose over 4%, marking the production of its one-millionth LiDAR unit by the end of September [1] - Beijing Bluebird Universe soared over 58% as its subsidiary JBD partnered with AMAT and Thunderbird Innovation to enhance AR glasses display quality [1] - Yunfeng Financial increased by over 7%, collaborating with Anthea to explore blockchain-based insurance products [1] - Dingdang Health surged by 26%, continuing to expand its innovative drug portfolio with multiple new products recently launched [1] - Shuangdeng Co. rose over 9%, driven by increased energy demand for storage solutions, being a key supplier for Alibaba's data center storage [1] Group 2 - Hua Hong Semiconductor rose over 5%, reaching a new high with an eight-day consecutive increase, as institutions noted advanced manufacturing capacity as a scarce resource [2] - Gaming stocks experienced a significant decline, with Macau's September gambling revenue growing by only 6%, falling short of expectations, and further impacted by a typhoon during the Golden Week [2] - New World Development dropped by 5.4%, while MGM China fell by 4.45% [2]

Core Viewpoint - Xinjiang Xinxin Mining (03833) has seen its stock price increase by over 300% this year, with a recent rise of 8.96% to HKD 3.04, reflecting strong market interest and positive developments in the company’s operations [1] Group 1: Company Developments - The board of Xinjiang Xinxin Mining has approved plans to issue A-shares and list on a Chinese stock exchange to promote sustainable growth in revenue and shareholder returns [1] - The company has appointed Shenwan Hongyuan Securities (000562) as the pre-listing advisory institution for the proposed A-share issuance [1] Group 2: Production Plans - Xinjiang Xinxin Mining owns four nickel-copper mines and two vanadium mines, along with a fluorite mine, indicating a diversified resource base [1] - The company aims to increase production efforts, targeting the completion of its annual production capacity plan for 2025, with plans to produce 12,000 tons of electrolytic nickel and 9,900 tons of cathode copper [1] - The company has noted that production plans may be adjusted based on changing circumstances [1]

Core Viewpoint - Xinjiang Xinxin Mining (03833) has seen its stock price increase by over 300% this year, with a recent rise of 8.96% to HKD 3.04, reflecting strong market interest and performance [1] Group 1: Company Developments - The board of Xinjiang Xinxin Mining has approved plans to issue A-shares and list on a Chinese stock exchange to promote sustainable growth in revenue and shareholder returns [1] - The company has appointed Shenwan Hongyuan Securities as the pre-listing advisory institution for the proposed A-share issuance [1] Group 2: Production Plans - Xinjiang Xinxin Mining owns four nickel-copper mines and two vanadium mines, along with a fluorite mine, indicating a diversified resource base [1] - The company aims to increase production efforts, targeting the completion of its annual production capacity plan for 2025, with plans to produce 12,000 tons of electrolytic nickel and 9,900 tons of cathode copper [1] - The company has noted that production plans may be adjusted based on changing circumstances [1]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年9月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 新疆新鑫礦業股份有限公司 呈交日期: 2025年10月3日 I. 法定/註冊股本變動 FF301 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 03833 | 說明 | H股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 950,580,000 | RMB | | 0.25 | RMB | | 237,645,000 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 950,580,000 | RMB | | 0.25 | RMB | | 237,645,000 | | ...

Core Viewpoint - Xinjiang Xinxin Mining (03833) has seen a significant stock price increase, with a rise of over 8% and a current price of 2.49 HKD, reflecting strong market interest following the announcement of plans to issue A-shares and list on a Chinese stock exchange [1] Group 1: Company Developments - The board of Xinjiang Xinxin Mining has approved the issuance of A-shares to promote sustainable growth in revenue and shareholder returns [1] - The company has appointed Shenwan Hongyuan Securities as the pre-listing advisory institution for the A-share issuance [1] - Xinjiang Xinxin Mining owns several mining assets, including four nickel-copper mines and two vanadium mines, as well as a fluorite mine [1] Group 2: Production Plans - The company aims to increase production efforts in the second half of 2025, targeting an annual production capacity of 12,000 tons of electrolytic nickel and 9,900 tons of cathode copper [1] - The production plans are contingent on current market conditions and may be adjusted by the board in response to changes in metal prices, domestic raw material markets, and production environments [1]

Core Viewpoint - Xinjiang Xinxin Mining (03833) has seen a significant stock price increase, with a rise of over 8% and a current price of HKD 2.49, reflecting a trading volume of HKD 31.548 million. The company announced plans to issue A-shares and list on a Chinese stock exchange to promote sustainable growth in revenue and shareholder returns [1]. Group 1: Company Developments - The board of Xinjiang Xinxin Mining has approved the issuance of A-shares and the related work for listing on a Chinese stock exchange [1]. - The company has appointed Shenwan Hongyuan Securities (000562) as the pre-listing advisory institution for the proposed A-share issuance [1]. Group 2: Production Plans - Xinjiang Xinxin Mining aims to increase production efforts, targeting to complete its annual production capacity plan for 2025 within the year, with plans to produce 12,000 tons of electrolytic nickel and 9,900 tons of cathode copper [1]. - The company has emphasized that the production plans are subject to uncertainties in metal prices, domestic raw material markets, and production environments, indicating that adjustments may be made based on changing circumstances [1].

Summary of Key Points Core Viewpoint - As of September 26, a total of 67 stocks reached their 52-week highs, indicating a positive trend in the market, with notable performances from Tongfang Youyou, Gaopeng Mining, and Xinjiang Xinmin Mining, which had high rates of increase. Group 1: Stocks Reaching 52-Week Highs - Tongfang Youyou (01868) closed at 0.430 with a peak of 0.670, achieving a high rate of 36.73% [1] - Gaopeng Mining (02212) closed at 0.180 with a peak of 0.295, achieving a high rate of 35.32% [1] - Xinjiang Xinmin Mining (03833) closed at 2.450 with a peak of 2.670, achieving a high rate of 32.84% [1] - Other notable stocks include Bit元宇宙 (08645) with a high rate of 29.17% and Tianyuan Group (06119) with 25.93% [1] Group 2: Additional Stocks with Significant Increases - Jiangsu Hongxin (02625) closed at 5.800 with a peak of 5.940, achieving a high rate of 24.01% [1] - China Daye Nonferrous Metals (00661) closed at 0.084 with a peak of 0.091, achieving a high rate of 21.33% [1] - Yongheng Strategy (00764) closed at 1.080 with a peak of 1.180, achieving a high rate of 18.00% [1] Group 3: Stocks with Lower Performance - The report also includes stocks that did not perform as well, with some reaching 52-week lows, such as China Information Technology (08178) with a low rate of -15.26% [2] - Other underperformers include Fujing China Holdings (02497) with -9.09% and Zhongqing Shares (01855) with -7.85% [2]

Core Viewpoint - Xinjiang Xinxin Mining (03833) has seen a significant stock price increase, with a rise of 35.14% to HKD 2.5, driven by the announcement of plans to issue A-shares and list on a Chinese stock exchange [1] Company Summary - Xinjiang Xinxin Mining is primarily engaged in the mining, selection, smelting, refining, and sales of nickel, copper, and other non-ferrous metals, with electrolytic nickel as its main product and cathode copper as a secondary product [1] - The company also produces other metals such as cobalt, gold, silver, platinum, and palladium during the production of its main products [1] - Xinjiang Xinxin Mining owns 100% of four nickel-copper mines, including the Karatongke Nickel-Copper Mine and three others acquired in 2009 located in Hami City, Xinjiang [1] Industry Context - The announcement of the A-share issuance is part of the company's strategy to promote sustainable growth in revenue and shareholder returns [1] - Additionally, a new fluorite mining project with an annual capacity of 1.2 million tons has commenced production in Ruoqiang County, Xinjiang, indicating ongoing developments in the local mining industry [1]