上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 此外，半导体产业链、新能源等板块也表现活跃 ，北方华创盘中股价创历史新高。 今天上午，大金融、资源类周期股联手发力，A股三大股指早盘一度齐涨。 具体看，大金融中，保险板块继续大涨 ，新华保险、中国太保盘中股价再度刷新历史新高。 资源类周期股中，有色金属板块大涨 ，化工、油气开采等板块上涨，紫金矿业、洛阳钼业盘中股价 均创历史新高。万华化学、中国铝业、华友钴业等龙头股也大涨。 新华保险、中国太保、紫金矿业、洛阳钼业、北方华创5只行业龙头股，最新市值均超2000亿元。 其中，紫金矿业A股盘中总市值一度突破1万亿元，上午收盘最新市值为9945亿元。 胜通能源今日复牌，再度涨停，迎来13连板。2025年12月4日以来，该股涨幅达273.19%。 截至上午收盘，上证指数上涨1.14%，深证成指上涨0.81%，创业板指下跌0.04%。逾3600只个 股上涨，其中，107只个股涨停。 有色金属板块大涨 日前，紫金矿业发布2025年度业绩预增公告，预计全年实现归母净利润510亿至520亿元，较上年 同期增加189亿至199亿元，同比增 ...

| 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 4069.38 | 13940.24 | 1479.07 | | +45.96 +1.14% +111.61 +0.81% +12.65 +0.86% | | | | 科创50 | 创业板指 | 万得全A | | 1430.81 | 3293.18 | 6611.54 | | +27.40 +1.95% | -1.37 -0.04% +73.60 +1.13% | | | 沪深300 | 中证500 | 中证A500 | | 4772.17 | 7766.29 | 5834.52 | | +54.42 +1.15% | +115.09 +1.50% +71.22 +1.24% | | | 中证1000 | 深证100 | 中证红利 | | 7821.96 | 5951.67 | 5570.59 | | +68.08 +0.88% +23.35 +0.39% +45.47 +0.82% | | | | 万得全A涨跌分布 | | | | 跌1584 | 涨3691 | | | 成交额1.80万亿 | 预测成交额2.82万亿, ...

Group 1 - The aluminum sector experienced a significant upward trend on January 6, with Chang Aluminum reaching its daily limit increase [2] - China Aluminum surged over 8%, hitting a 15-year high [2] - Other companies such as Shenhuo Co., Tianshan Aluminum, and Nanshan Aluminum also saw increases in their stock prices [2]

Group 1 - The A-share market continues to rise, with copper prices hitting new highs, leading to a strong opening in the non-ferrous sector [1] - The Non-ferrous 50 ETF (159652) has seen a significant increase of over 4%, reaching a new high since its listing, with strong capital inflow exceeding 50 million yuan [1] - Major non-ferrous stocks such as Zijin Mining and China Aluminum have shown substantial gains, with increases of 5.93% and 6.91% respectively [2] Group 2 - Geopolitical tensions have made precious metals a focal point, with COMEX gold rising by 3% and silver by over 7% [3] - The market is closely watching the upcoming U.S. non-farm payroll report, which is expected to provide guidance on the Federal Reserve's future monetary policy [3] - Supply disruptions in industrial metals are ongoing, with strikes and indefinite shutdowns reported in key mining operations [3] Group 3 - The outlook for the gold market in 2026 is optimistic, driven by expected monetary and fiscal easing from the Federal Reserve and ongoing inflationary pressures [4] - The copper market is influenced by both cyclical and structural factors, with a projected supply-demand gap of approximately 830,000 tons in 2026, leading to potential price increases [6] - The Non-ferrous 50 ETF (159652) is positioned to benefit from a comprehensive exposure to various metal sectors, including gold, copper, aluminum, lithium, and rare earths [5][9] Group 4 - The Non-ferrous 50 ETF (159652) has a leading "gold-copper content" of 45%, with significant representation in copper (31%) and gold (14%) [8] - The ETF's top five constituent stocks have a high concentration of 36%, indicating a strong focus on key strategic metals [9] - Since 2022, the Non-ferrous 50 ETF has outperformed peers with a cumulative return of 86.28%, driven by earnings rather than valuation expansion [13]

铝板块震荡走高，常铝股份涨停，中国铝业涨超8%再创15年新高，神火股份、天山铝业、南山铝业跟 涨。 ...

5 January 2026 | 8:20PM HKT Equity Research CHINA BASIC MATERIALS 2026 outlook - supply to set the path apart 2) Anti-involution (on oversupplied segments) remains a multi-year strategic policy effort. Potential changes in capacity management that drive the next 10% improvement in industry capacity utilization could lead to highly leveraged earnings revisions from where we are. We see meaningful progress in the capacity work in cement and coal, but slower than expected in steel. We expect a more stable year ...

Group 1 - The non-ferrous metal sector is leading the market, with the popular ETF, Huabao Non-ferrous ETF (159876), reaching a historical high with an intraday increase of 3.03% and a current increase of 2.45% [1] - As of the report, Huabao Non-ferrous ETF (159876) has seen a net subscription of 32.4 million units, with a total inflow of 56.48 million yuan over the past four days, indicating strong investor confidence in the sector [1] - The latest scale of Huabao Non-ferrous ETF (159876) is 879 million yuan, marking a new historical high [1] Group 2 - Leading stocks in the sector include Huayou Cobalt, which rose over 7%, and several others like Zhongkuang Resources, Hanrui Cobalt, and Shenhuo Co., all increasing by more than 5% [3] - Notable stock performances include Huayou Cobalt at 7.44%, Zhongkuang Resources at 5.68%, and Hanrui Cobalt at 5.86%, among others [4] Group 3 - The prices of metals like copper and gold are expected to remain relatively high through 2025, with leading companies such as Chifeng Gold, Huayou Cobalt, and Zijin Mining issuing profit increase announcements [3] - Zijin Mining anticipates a net profit attributable to shareholders of 51 to 52 billion yuan for the fiscal year 2025, representing a year-on-year growth of 59% to 62% [3] Group 4 - Analysts from CITIC Futures suggest that geopolitical tensions and soft U.S. manufacturing PMI data are contributing to fluctuations in precious metal prices, with a bullish outlook for the non-ferrous metal sector [5] - Institutions generally agree that the non-ferrous metal sector is likely to continue its upward trend, with expectations of a bull market driven by monetary, demand, and supply factors in 2026 [5] Group 5 - The Huabao Non-ferrous ETF (159876) and its linked funds provide comprehensive coverage of various non-ferrous metals, including copper, aluminum, gold, rare earths, and lithium, allowing for risk diversification [6]

Group 1 - The core viewpoint of the news highlights a strong performance in the non-ferrous metals sector, with the industry index rising by 1.94% and individual stocks like Huayou Cobalt and Zhongkuang Resources showing significant gains [1] - Huayou Cobalt is expected to achieve a net profit of 5.85 billion to 6.45 billion yuan for the fiscal year 2025, representing a year-on-year growth of 40.8% to 55.24% [1] - The overall upward trend in non-ferrous metals is attributed to rising geopolitical tensions and loose liquidity, with copper futures reaching a historic high of $13,000 per ton and aluminum prices surpassing $3,000 per ton for the first time in over three years [1] Group 2 - According to Fangzheng Securities, the short-term global copper inventory is expected to continue adjusting, with supply shortages in copper mines reinforcing the upward price trend [2] - The aluminum sector is anticipated to benefit from low alumina prices, leading to an expansion in profit margins, while the Federal Reserve's interest rate cuts may further support aluminum prices [2] - The report emphasizes the importance of supply-driven factors in cobalt pricing, particularly in relation to the Democratic Republic of Congo's efforts to secure pricing power [2] Group 3 - As of December 31, 2025, the top ten weighted stocks in the non-ferrous metals industry index account for 51.65% of the index, with major companies including Zijin Mining, Luoyang Molybdenum, and Huayou Cobalt [3]

香港联交所最新数据显示，2025年12月30日，摩根大通增持中国铝业（02600）349.256万股，每股作价 12.1243港元，总金额约为4234.48万港元。增持后最新持股数目约为1.98亿股，持股比例为5.01%。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 香港联交所最新数据显示，2025年12月30日，摩根大通增持中国铝业（02600）349.256万股，每股作价 12.1243港元，总金额约为4234.48万港元。增持后最新持股数目约为1.98亿股，持股比例为5.01%。 责任编辑：卢昱君 责任编辑：卢昱君 ...

格隆汇1月6日丨根据联交所最新权益披露资料显示，2025年12月30日，中国铝业(02600.HK)获JPMorgan Chase & Co.以每股均价12.1243港元增持好仓349.26 万股，涉资约4234.5万港元。 | 股份代號: | 02600 | | --- | --- | | 上市法國名稱: | 中國鋁業股份有限公司 - H股 | | 日期 (日 / 月 / 年): | 06/12/2025 - 06/01/2026 | | 表格序號 | 大股東/董事/最高行政人員名稱 作出披露的 買入 / 賣出或涉及的股 每股的平均價 | | | | 持有權益的股份數目 佔已發行的 有關事件的 | | --- | --- | --- | --- | --- | --- | | | 防壁信 | 鳥肉 | | | (請參閱上述 * 註解) 有投票權股 (日 / 月 / 年 | | | | | | | 份自分成 | | | | | | | (%) | | CS20260105E00523 | JPMorgan Chase & Co. | 1001(L) | 3,492,560(L) | HKD 12.1243 | ...