格隆汇8月15日丨中国铝业(02600.HK)宣布，公司将于2025年8月27日(星期三)召开董事会会议，藉以(其 中包括)审议及批准公司及其附属公司截至2025年6月30日止六个月期间的未经审计的中期业绩及考虑派 发中期股息(如有)的建议。 ...

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分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。 中國鋁業股份有限公司 葛小雷 公司秘書 中國‧北京 2025年8月15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 董事會召開日期 中 國 鋁 業 股 份 有 限 公 司（「本公司」）董 事 會（「董事會」）謹 此 宣 佈 本 公 司 將 於2025年8月27日（星 期 三）召 開 董 事 會 會 議，藉 以（其 中 包 括）審 議 及 批 准 本公司及其附屬公司截至2025年6月30日止六個月期間之未經審計的中 期 業 績 及 考 慮 派 發 中 期 股 息（如 有）之 建 議 ...

Group 1 - The industrial metal sector increased by 2.53% on August 15, with Jintian Co. leading the gains [1] - The Shanghai Composite Index closed at 3696.77, up 0.83%, while the Shenzhen Component Index closed at 11634.67, up 1.6% [1] - Jintian Co. saw a closing price of 11.39, with a rise of 10.05%, and a trading volume of 2.23 million shares [1] Group 2 - The industrial metal sector experienced a net inflow of 841 million yuan from main funds, while retail funds saw a net outflow of 356 million yuan [2] - The trading data indicates that Hai Liang Co. had a net inflow of 183 million yuan from main funds, but a net outflow of 122 million yuan from retail investors [3] - The overall trading volume for the industrial metal sector was significant, with various companies showing notable price movements and trading volumes [1][2][3]

Core Insights - The China Rare Earth Industry Index has seen a strong increase of 2.74%, with key stocks such as Placo New Materials, Jintian Co., and Huahong Technology hitting the 10% daily limit up [1] - The rare earth ETF, Jiashi (516150), rose by 2.61% [1] Market Performance - The Jiashi rare earth ETF recorded a turnover of 5.17% and a transaction volume of 250 million yuan [4] - Over the past month, the average daily transaction volume for the Jiashi rare earth ETF was 340 million yuan, ranking first among comparable funds [4] - In the last two weeks, the Jiashi rare earth ETF's scale increased by 582 million yuan, marking significant growth and leading among comparable funds [4] - The Jiashi rare earth ETF's shares grew by 22.8 million shares in the last two weeks, also ranking first among comparable funds [4] Fund Flows and Returns - In the last ten trading days, there were net inflows on six days, totaling 310 million yuan for the Jiashi rare earth ETF [5] - As of August 14, 2025, the Jiashi rare earth ETF's net value increased by 80.39% over the past year, ranking 121 out of 2961 index stock funds, placing it in the top 4.09% [5] - The highest monthly return since inception for the Jiashi rare earth ETF was 41.25%, with the longest consecutive monthly gains being four months and a maximum increase of 83.89% [5] Industry Dynamics - The Ministry of Industry and Information Technology and six other departments issued a plan to stabilize growth in the non-ferrous metals industry, emphasizing the strategic importance of rare earths [5] - The rare earth industry is entering a traditional consumption peak season in August, with increased demand from downstream sectors leading to higher procurement [6] - The magnetic materials industry has seen some major manufacturers scheduling orders through mid-September, with both domestic and export orders strengthening [6] - The import volume of domestic rare earth products significantly decreased in the first half of the year due to tariffs and political factors in Myanmar [6] Key Stocks - The top ten weighted stocks in the China Rare Earth Industry Index account for 59.32% of the index, with notable companies including Northern Rare Earth, Baotou Steel, and China Rare Earth [5][8] - The performance of key stocks includes Northern Rare Earth up by 1.69%, China Rare Earth up by 1.50%, and China Aluminum up by 2.48% [8]

金融界8月14日消息，上证指数高开低走，上证 180 资源指数 (180资源，000026)下跌0.24%，报4150.73 点，成交额287.64亿元。 从上证 180 资源指数持仓的市场板块来看，上海证券交易所占比100.00%。 从上证 180 资源指数持仓样本的行业来看，原材料占比55.89%、能源占比44.11%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。若上证180指数 调整样本，或上证180指数中样本公司有特殊事件发生，导致其行业属性发生变化，该指数系列样本进 行相应的调整。 数据统计显示，上证 180 资源指数近一个月上涨8.89%，近三个月上涨13.73%，年至今上涨12.80%。 据了解，上证180主题指数系列是在上证180指数的基础上，分别选择符合基建、资源和运输等主题概念 的上 ...

Core Viewpoint - The National Index of Free Cash Flow has shown a positive trend, with significant increases in component stocks, indicating a strong market performance driven by liquidity and supportive policies [1][2]. Group 1: Market Performance - As of August 14, 2025, the National Index of Free Cash Flow rose by 0.19%, with notable gains in stocks such as Mould Technology, which increased by over 8% [1]. - The Free Cash Flow ETF (159201) experienced a 0.09% increase, marking its fifth consecutive rise, with the latest price at 1.09 yuan [1]. - The average daily trading volume of the Free Cash Flow ETF over the past month was 318 million yuan, ranking it first among comparable funds [1]. Group 2: Tracking Accuracy - The Free Cash Flow ETF has demonstrated the highest tracking accuracy among comparable funds, with a tracking error of 0.071% over the past month [1]. Group 3: Top Holdings - As of July 31, 2025, the top ten weighted stocks in the National Index of Free Cash Flow accounted for 57.66% of the index, including SAIC Motor, China National Offshore Oil, Midea Group, and Gree Electric [1][3]. Group 4: Investment Characteristics - The Free Cash Flow ETF is designed to closely track the National Index of Free Cash Flow, selecting stocks with positive and high free cash flow, indicating high quality and strong risk resistance, suitable for long-term investment [4]. - The fund management fee is set at an annual rate of 0.15%, and the custody fee at 0.05%, both of which are among the lowest in the market [4]. Group 5: Market Dynamics - The current market rally is characterized by liquidity-driven dynamics, with active participation from ETFs, retail investors, and leveraged funds, supported by favorable policies aimed at enhancing the capital market [2].

Group 1: Liquidity and Performance of Rare Earth ETF - The liquidity of the Rare Earth ETF managed by Jiashi has a turnover rate of 2.2% with a transaction volume of 106 million yuan [2] - Over the past week, the average daily transaction volume reached 371 million yuan, ranking first among comparable funds [2] - The fund's scale increased by 290 million yuan in the past week, also ranking first among comparable funds [2] - The latest share count for the Rare Earth ETF reached 3.351 billion shares, marking a one-year high and ranking first among comparable funds [2] - The latest net inflow of funds into the Rare Earth ETF was 58.08 million yuan, with a total of 344 million yuan net inflow over the last five trading days [2] - As of August 12, the net value of the Rare Earth ETF has increased by 76.79% over the past year, ranking 124th out of 2954 index equity funds, placing it in the top 4.20% [2] - The fund has recorded a maximum monthly return of 41.25% since its inception, with the longest consecutive monthly gains being four months and a maximum cumulative increase of 83.89% [2] Group 2: Market Outlook and Recommendations - Xiangcai Securities suggests focusing on upstream rare earth resource companies due to improved supply-demand dynamics, driven by expectations of supply contraction and increased demand from relaxed export controls [3] - Everbright Securities anticipates that the domestic market will continue to perform strongly due to the accumulation of favorable internal and external factors [3] - Huazhong Securities recommends investors to focus on high-growth technology sectors and performance-supported industries, including AI, robotics, military industry, rare earth permanent magnets, precious metals, construction machinery, motorcycles, and agricultural chemicals [3] Group 3: Top Holdings in Rare Earth Industry - The top ten weighted stocks in the Zhongzheng Rare Earth Industry Index include Northern Rare Earth, China Rare Earth, China Aluminum, Shenghe Resources, Wolong Electric Drive, China Aluminum, Lingyi Technology, Greeley, Xiamen Tungsten, and Goldwind Technology, collectively accounting for 59.32% of the index [2]

金融界8月12日消息，上证指数高开高走，AMAC有色金属指数 (AMAC有色，H30059)下跌0.75%，报 3562.23点，成交额591.17亿元。 数据统计显示，AMAC有色金属指数近一个月上涨12.84%，近三个月上涨26.81%，年至今上涨 29.72%。 据了解，中基协基金估值行业分类指数依据《中国上市公司协会上市公司行业统计分类指引》中的门类 划分，编制16个门类指数（不包括制造业）；依据制造业门类下的大类划分，编制27个大类指数，共有 43条行业分类指数。该指数以2009年01月01日为基日，以1000.0点为基点。 从指数持仓来看，AMAC有色金属指数十大权重分别为：北方稀土（8.62%）、华友钴业（5.47%）、 中国铝业（5.47%）、天齐锂业（4.31%）、赣锋锂业（4.05%）、云铝股份（3.17%）、铜陵有色 （2.82%）、中国稀土（2.78%）、盛和资源（2.75%）、中矿资源（2.74%）。 从AMAC有色金属指数持仓的市场板块来看，深圳证券交易所占比53.16%、上海证券交易所占比 46.84%。 从AMAC有色金属指数持仓样本的行业来看，原材料占比96.59%、工业占比 ...

| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 脑机接口 | 2.37 | PEEK材料 | -1.58 | | 光刻机 | 2.26 | 稀土永磁 | -1.53 | | 中国AI 50 | 2.01 | MLOps概念 | -1.39 | | 国家大基金持股 | 1.83 | 动物疫苗 | -1.34 | | 光刻胶 | 1.68 | 重组蛋白 | -1.14 | | 深圳国企改革 | 1.56 | 转基因 | -1.12 | | 牙科医疗 | 1.51 | DRG/DIP | -1.12 | | 液冷服务器 | 1.46 | 细胞免疫治疗 | -1.10 | | 光纤概念 | 1.43 | 培育钻石 | -1.04 | | 共封装光学(CPO) | 1.42 | 航空发动机 | -1.03 | 资金面上看，今日稀土永磁概念板块获主力资金净流出45.17亿元，其中，47股获主力资金净流出，8股 主力资金净流出超亿元，净流出资金居首的是北方稀土，今日主力资金净流出8.97亿元，净流出资金居 前的还有盛和资源、包钢股份、中国稀土等，主 ...

证券之星消息，8月12日工业金属板块较上一交易日上涨0.22%，利源股份领涨。当日上证指数报收于 3665.92，上涨0.5%。深证成指报收于11351.63，上涨0.53%。工业金属板块个股涨跌见下表： 从资金流向上来看，当日工业金属板块主力资金净流出7.39亿元，游资资金净流出1.89亿元，散户资金净 流入9.28亿元。工业金属板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002501 | 利源股份 | 1.97 Z | 29.73% | -8855.10万 | -13.40% | -1.08 Z | -16.34% | | 600888 | 新疆众和 | 8198.83万 | 10.82% | -3008.72万 | -3.97% | -5190.11万 | -6.85% | | 601600 | 中国铝业 | 6594.94万 | 6.49% | -5199.57万 | -5.1 ...