小摩表示，洛钼完成巴西金矿收购后，于周日(25日)举行电话会议，该行上周亦接待其投资者关系团 队。该行指，有关会议进一步强化该行对洛钼策略与营运的正面看法。主要业务更新包括：巴西金矿收 购顺利完成，管理层目标今年黄金产量6至8吨，并于2030年前达20吨; 以及今年铜产量指引细节，由工 艺优化及KFM二期产能上升所支持。 智通财经APP获悉，摩根大通发布研报称，上调对洛阳钼业(03993)今明两年盈利预测27%至30%，并将 洛阳钼业(603993.SH)A股及洛钼H股目标价，分别由24元人民币及24港元，上调至30元人民币及30港 元，重申"增持"评级。 ...

摩根大通发布研报称，上调对洛阳钼业（603993）(03993)今明两年盈利预测27%至30%，并将洛阳钼业 (603993.SH)A股及洛钼H股目标价，分别由24元人民币及24港元，上调至30元人民币及30港元，重 申"增持"评级。 小摩表示，洛钼完成巴西金矿收购后，于周日(25日)举行电话会议，该行上周亦接待其投资者关系团 队。该行指，有关会议进一步强化该行对洛钼策略与营运的正面看法。主要业务更新包括：巴西金矿收 购顺利完成，管理层目标今年黄金产量6至8吨，并于2030年前达20吨;以及今年铜产量指引细节，由工 艺优化及KFM二期产能上升所支持。 ...

Group 1 - The A-share profit cycle may have reached a turning point, with a significant probability of profit indicators rebounding, indicating a gradual stabilization at the bottom of A-share profits [1] - Key profit indicators across the A-share market are showing signs of recovery, with a narrowing year-on-year decline in EPS and clear signs of ROE stabilization and rebound [1] - The main sectors with net inflows include non-ferrous metals, semiconductors, and automotive chips, indicating strong investor interest in these areas [1] Group 2 - The announcement to adjust export tax rebate policies for photovoltaic products will lower the VAT export rebate rate for battery products from 9% to 6% starting April 1, 2026, and eliminate it entirely from January 1, 2027, which may lead to a short-term surge in exports [3] - The aluminum market is expected to see a decline in demand for photovoltaic aluminum, while demand for electrolytic aluminum is projected to grow, supported by high demand in the power grid and automotive sectors [3] - Citic Securities forecasts that the average aluminum price will reach 23,000 yuan/ton in 2026, indicating a bullish outlook for the aluminum sector [3] Group 3 - The Chinese technology sector is expected to experience a significant profit growth turning point in 2026, potentially surpassing the profitability of the "seven giants" in the US stock market for the first time since 2022 [5] - The coal industry is anticipated to maintain a weak supply-demand balance in 2026, but with supportive policies, coal prices may perform better than in 2025, improving profit and dividend expectations for listed companies [5] - The TMT and consumer sectors are expected to show resilience in growth rates, while public utilities and transportation may face greater earnings pressure [11]

每经AI快讯，洛阳钼业(03993.HK)尾盘涨超5%，截至发稿涨5.51%，报24.14港元，成交额13亿港元。 （文章来源：每日经济新闻） ...

Group 1 - The core viewpoint of the news highlights a significant surge in the non-ferrous metal sector driven by rising risk aversion and expectations of interest rate cuts, with the Penghua Non-Ferrous ETF (159880) rising over 7.3% and 14 constituent stocks hitting the daily limit up [1] - Southwest Securities indicates that both precious metals and industrial copper sectors are showing positive expansion, with resource-advantaged companies continuously increasing reserves and production, and upcoming production from marine gold mining projects [1] - As of January 28, 2026, the Guozheng Non-Ferrous Metal Industry Index (399395) has surged by 6.31%, with significant gains in constituent stocks such as Silver Non-Ferrous (up 10.04%), China Aluminum (up 10.02%), and Yunnan Copper (up 10.02%) [1] Group 2 - As of December 31, 2025, the top ten weighted stocks in the Guozheng Non-Ferrous Metal Industry Index (399395) include Zijin Mining, Luoyang Molybdenum, Northern Rare Earth, and others, collectively accounting for 51.65% of the index [2] - The Penghua Non-Ferrous ETF (159880) closely tracks the Guozheng Non-Ferrous Metal Industry Index, which selects 50 securities from the non-ferrous metal industry based on size and liquidity, reflecting the overall performance of listed companies in this sector [1][2]

摩根大通发布研报称，洛钼电话会议进一步强化该行对公司策略与营运的正面看法。主要业务更新包 括：巴西金矿收购顺利完成，管理层目标今年黄金产量6至8吨，并于2030年前达20吨；以及今年铜产量 指引细节，由工艺优化及KFM二期产能上升所支持。该行上调对洛钼今明两年盈利预测27%至30%，并 上调洛钼A股及H股目标价。 洛阳钼业（603993）(03993)尾盘涨超6%，截至发稿，涨5.51%，报24.14港元，成交额13亿港元。 消息面上，1月25日，洛阳钼业发布公告表示，其通过控股子公司收购加拿大上市公司Equinox Gold Corp.旗下Aurizona金矿、RDM金矿和Bahia综合矿区100%权益的交易已经于1月23日完成交割。四座金 矿均为在产金矿，2026年将为公司带来6-8吨的黄金年产量。 ...

消息面上，1月25日，洛阳钼业发布公告表示，其通过控股子公司收购加拿大上市公司Equinox Gold Corp.旗下Aurizona金矿、RDM金矿和Bahia综合矿区100%权益的交易已经于1月23日完成交割。四座金 矿均为在产金矿，2026年将为公司带来6-8吨的黄金年产量。 摩根大通发布研报称，洛钼电话会议进一步强化该行对公司策略与营运的正面看法。主要业务更新包 括：巴西金矿收购顺利完成，管理层目标今年黄金产量6至8吨，并于2030年前达20吨；以及今年铜产量 指引细节，由工艺优化及KFM二期产能上升所支持。该行上调对洛钼今明两年盈利预测27%至30%，并 上调洛钼A股及H股目标价。 智通财经APP获悉，洛阳钼业(03993)尾盘涨超6%，截至发稿，涨5.51%，报24.14港元，成交额13亿港 元。 ...

Core Viewpoint - The data indicates significant capital inflows into various stocks, highlighting potential investment opportunities in the market. Group 1: Stock Performance and Capital Inflows - China Aluminum (中国铝业) saw a capital inflow of 1.909 billion, with a price increase of 10.02% [1][2] - Northern Rare Earth (北方稀土) experienced a capital inflow of 1.773 billion, with a price increase of 4.22% [1][2] - Wangsu Science & Technology (网宿科技) had a capital inflow of 1.712 billion, with a notable price increase of 15.14% [1][2] - Tianfu Communication (天孚通信) recorded a capital inflow of 1.546 billion, with a price increase of 4.53% [1][2] - Province Advertising Group (省广集团) attracted a capital inflow of 1.275 billion, with a price increase of 4.9% [1][2] Group 2: Additional Notable Stocks - Invech (英维克) had a capital inflow of 1.116 billion, with a price increase of 6.45% [1][2] - SMIC (中芯国际) saw a capital inflow of 1.037 billion, with a price increase of 3.63% [1][2] - Shannon Chip Creation (香农芯创) experienced a capital inflow of 966 million, with a price increase of 4.54% [1][2] - Luoyang Molybdenum (洛阳钼业) had a capital inflow of 818 million, with a price increase of 9.8% [1][2] Group 3: Other Stocks with Capital Inflows - Changxin Bochuang (长芯博创) recorded a capital inflow of 707 million, with a price increase of 6.18% [3] - Zhongji Xuchuang (中际旭创) had a capital inflow of 703 million, with a price increase of 2.01% [3] - China Telecom (中国电信) saw a capital inflow of 698 million, with a price increase of 3.13% [3] - Zhaoyi Innovation (兆易创新) attracted a capital inflow of 685 million, with a price increase of 5.34% [3] - Shanghai Construction (上海建工) had a capital inflow of 683 million, with a price increase of 10.03% [3] - China Unicom (中国联通) recorded a capital inflow of 682 million, with a price increase of 1.58% [3] - Northern Copper (北方铜业) saw a capital inflow of 603 million, with a price increase of 10% [3] - Huayou Cobalt (华友钴业) had a capital inflow of 581 million, with a price increase of 3.34% [3] - CITIC Securities (中信证券) recorded a capital inflow of 580 million, with a price increase of 0.29% [3]

MACD金叉信号形成，这些股涨势不错！ 摩根大通表示，洛阳钼业完成巴西金矿收购后，于上周日举行电话会议，该行上周亦接待其投资者关系 团队。有关会议进一步强化该行对洛钼策略与营运的正面看法。主要业务更新包括：巴西金矿收购顺利 完成，管理层目标今年黄金产量6至8吨，并于2030年前达20吨；以及今年铜产量指引细节，由工艺优化 及KFM二期产能上升所支持。该行上调对洛钼今明两年盈利预测27%至30%，并将洛钼A股及H股目标 价分别由24元及24港元，上调至30元及30港元，重申"增持"评级。 ...

Group 1: Market Overview - The non-ferrous metal sector experienced a significant rise, with major companies like Zijin Mining and Luoyang Molybdenum seeing substantial gains [1][4] - The oil and gas extraction sector also strengthened, with "three major oil companies" collectively rising, including China National Offshore Oil Corporation increasing over 7% [8] - The overall market sentiment towards resource stocks extended to other cyclical sectors such as chemicals, steel, and coal, all of which saw upward movement [1][11] Group 2: Specific Sector Performance - Precious metals led the gains in the non-ferrous metal sector, with stocks like Zhaojin Mining, Sichuan Gold, and Hunan Gold hitting the daily limit [5][7] - The chemical sector benefited from price increase themes, with specific products like epoxy propylene and glyphosate seeing price hikes [11][12] - The semiconductor sector was also active, with companies like Zhongwei Semiconductor rising over 14% after announcing price increases of 15%-50% for certain products due to supply chain pressures [14] Group 3: Economic Indicators - The US dollar index fell significantly, reaching a near four-year low, influenced by market speculation regarding potential currency interventions by the US and Japan [10] - Analysts predict that oil prices may see a bottoming out and potential recovery in mid-2026, driven by demand recovery and global inventory accumulation [10]