Group 1 - The core point of the article highlights the recent decline in the stock price of China Aluminum International Engineering Corporation, which fell by 5.09% to 5.41 CNY per share, with a trading volume of 365 million CNY and a turnover rate of 2.58%, resulting in a total market capitalization of 16.164 billion CNY [1] Group 2 - China Aluminum International Engineering Corporation, established on December 16, 2003, and listed on August 31, 2018, is based in Haidian District, Beijing. The company specializes in engineering design and consulting, engineering and construction contracting, equipment manufacturing, and trade [1] - The revenue composition of the company is as follows: 75.78% from EPC (Engineering, Procurement, and Construction) contracting and construction, 18.03% from equipment manufacturing, and 6.19% from design consulting [1] Group 3 - Among the top ten circulating shareholders of China Aluminum International, a fund under Southern Fund has increased its holdings in the Southern CSI 1000 ETF (512100) by 515,000 shares in the second quarter, bringing the total to 2.847 million shares, which represents 0.1% of the circulating shares [2] - The Southern CSI 1000 ETF (512100), established on September 29, 2016, has a latest scale of 64.953 billion CNY, with a year-to-date return of 24.08% and a one-year return of 25.19%, ranking 2114 out of 4218 and 1699 out of 3875 respectively [2] - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has been in the position for 6 years and 353 days, managing a total fund asset size of 94.976 billion CNY, with the best fund return during the tenure being 167.67% and the worst being -15.93% [2]

Core Viewpoint - The stock of China Aluminum International (2068.HK) surged over 30% yesterday but experienced a significant pullback today, dropping more than 16% to HKD 2.71, following reports of a potential asset-for-equity swap with mining giant Rio Tinto [1] Group 1: Company Developments - Media reports indicate that Rio Tinto is considering an asset-for-equity swap with China Aluminum Group to reduce the 11% stake held by the Chinese investor [1] - The swap would allow China Aluminum Group to exchange part of its holdings for a partnership involving some of Rio Tinto's mining assets [1] - Potential assets of interest for China Aluminum Group include the Simandou iron ore project in Guinea and the Oyu Tolgoi copper mine in Mongolia, as well as Rio Tinto's titanium business [1]

每经AI快讯，中铝国际(02068.HK)昨日暴涨30%，今日早盘回落逾10%，截至发稿，跌7.69%，报3港 元，成交额1.46亿港元。 ...

中铝国际董事长李宜华近日在接受上海证券报记者专访时表示，中铝国际拥有全球服务的能力，其海外 经验和业绩都十分丰富。据介绍，公司已拥有14家境外机构，建立了海外重点市场6个大区域，基本实 现了覆盖全球的属地化海外经营，向印度尼西亚、意大利、几内亚等几十个国家和地区输出了技术、设 备，与40多个国家和地区的企业、科研机构、大学建立了合作关系。 消息面上，据华尔街见闻引述媒体报道，力拓集团正在探索与中国铝业（601600）集团有限公司进行资 产换股权的可能性。报道称，中铝集团将用其部分持股，换取力拓部分矿业资产的合作关系。互换可以 让力拓更果断地配置资本并进行并购。中铝集团可能感兴趣的资产包括几内亚的西芒杜铁矿石项目和蒙 古国的奥尤陶勒盖铜矿。另一项可能的交换可能包括力拓的钛业务。 中铝国际（601068）(02068)昨日暴涨30%，今日早盘回落逾10%，截至发稿，跌7.69%，报3港元，成交 额1.46亿港元。 ...

Core Viewpoint - China Aluminum International (中铝国际) experienced a significant stock price fluctuation, surging 30% before a decline of over 10% in early trading, currently trading at 3 HKD with a transaction volume of 146 million HKD. This volatility is linked to potential asset exchange discussions with Rio Tinto Group [1]. Group 1: Stock Performance - China Aluminum International's stock surged by 30% yesterday but has since dropped by 7.69% to 3 HKD as of the latest report [1]. - The trading volume reached 146 million HKD, indicating high market activity [1]. Group 2: Asset Exchange Discussions - Reports suggest that Rio Tinto Group is exploring the possibility of an asset exchange with China Aluminum Group, where the latter may exchange part of its shares for certain mining assets from Rio Tinto [1]. - Potential assets of interest for China Aluminum Group include the Simandou iron ore project in Guinea and the Oyu Tolgoi copper mine in Mongolia, as well as Rio Tinto's titanium business [1]. Group 3: Company Overview - The chairman of China Aluminum International, Li Yihua, highlighted the company's global service capabilities and extensive overseas experience [1]. - The company operates 14 overseas institutions and has established a presence in six major overseas markets, achieving localized operations across various countries, including Indonesia, Italy, and Guinea [1]. - China Aluminum International has formed partnerships with over 40 countries and regions, collaborating with enterprises, research institutions, and universities [1].

中铝国际(601068)今日涨停，全天换手率1.86%，成交额2.67亿元，振幅12.31%。龙虎榜数据显示，沪 股通净卖出1212.95万元，营业部席位合计净买入67.46万元。 上交所公开信息显示，当日该股因日涨幅偏离值达10.08%上榜，沪股通净卖出1212.95万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交9128.57万元，其中，买入成交额为 3991.54万元，卖出成交额为5137.03万元，合计净卖出1145.50万元。 融资融券数据显示，该股最新（10月21日）两融余额为8599.55万元，其中，融资余额为8553.04万元， 融券余额为46.52万元。近5日融资余额合计增加1446.76万元，增幅为20.36%。融券余额合计增加4.82万 元，增幅11.55%。 8月29日公司发布的半年报数据显示，上半年公司共实现营业收入96.98亿元，同比下降9.45%，实现净 利润1.03亿元，同比下降34.23%。（数据宝） 具体来看，今日上榜的营业部中，沪股通为第一大买入营业部及第一大卖出营业部，买入金额为 1549.37万元，卖出金额为2762.33万元，合计净卖出1212.95 ...

Group 1 - The importance of computing power is increasingly highlighted due to the acceleration of digital transformation and the emergence of various digital application scenarios [2] - China Aluminum International's stock price surged to a two-year high, with a closing price of 96.98 billion yuan in total revenue and a net profit of 1.03 billion yuan for the first half of the year [3] - The Ministry of Industry and Information Technology plans to revise and establish over 50 standards related to computing power by 2027, promoting the construction of a computing power standard system [4] Group 2 - China's total computing power scale has been growing at an annual rate of around 30%, with intelligent computing power demand rapidly increasing due to the development of artificial intelligence [5] - Nine computing power concept stocks reported significant profit growth in the first three quarters of the year, including companies like Shijia Photon and Cambricon [7] - Shijia Photon reported a net profit of 300 million yuan, a year-on-year increase of 727.74%, driven by the rapid growth of the data communication market [9] Group 3 - The computing power concept stocks have seen multiple stocks double in value this year, with Shenghong Technology leading with a 564.6% increase [10] - Institutions predict that 38 computing power concept stocks will have a net profit growth rate exceeding 20% in the next two years, with significant upside potential for several stocks [10][12] - Tian Tai Environment is expected to have the highest upside potential at 62.16%, focusing on digital and computing power applications [12]

Core Insights - The professional engineering sector saw a rise of 0.71% on October 22, with Zhonghua Rock and Soil leading the gains [1] - The Shanghai Composite Index closed at 3913.76, down 0.07%, while the Shenzhen Component Index closed at 12996.61, down 0.62% [1] Stock Performance - Zhonghua Rock and Soil (002542) closed at 4.46, up 10.12% with a trading volume of 1.99 million shares and a transaction value of 884 million [1] - China Aluminum International (601068) closed at 5.93, up 10.02% with a trading volume of 475,200 shares and a transaction value of 267 million [1] - Tianwo Technology (002564) closed at 9.02, up 10.00% with a trading volume of 555,900 shares and a transaction value of 490 million [1] - Other notable performers include Zhongyan Dadi (003001) up 7.06% and Beifang International (000065) up 5.44% [1] Capital Flow - The professional engineering sector experienced a net inflow of 413 million in main funds, while retail funds saw a net outflow of 742,620 [2][3] - Major stocks like Beifang International and Tianwo Technology attracted significant main fund inflows of 207 million and 110 million respectively [3] - Conversely, retail investors showed a net outflow from several stocks, including Tianwo Technology and Zhonghua Rock and Soil [3]

每经AI快讯，10月22日，港股中铝国际(02068.HK)午后持续拉升涨近20%。 （文章来源：每日经济新闻） ...

格隆汇10月22日｜中铝国际(2068.HK)午后持续拉升一度涨超24%。消息面上，有媒体称，力拓考虑与中铝集团进行资产换股权交易。中铝国际A股尾盘拉升 封涨停板。 | | 中铝国际 2.980 + 19.68% 分时 均线 所属行业: 建筑 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 3.090 @ | | | | | | | | 2.970 | | | | | | | | 2.850 | | | | | | 3 | | 2.730 | | | | | | | | 2.610 | | | | | | | | 2.490 | | | | | | | | 2.370 | | | | | | | | 2.250 | | | | | | | | 2.130 | | | | | | | | 2.010 | | | | | | | | 1.890 | | | | | | | | 971万 | | | | | | | | 728万 | | | | | | | | 485万 | | | | | | | | 243万 | | | | | | | | 9: ...