Core Viewpoint - The copper sector has shown strong performance, with several companies experiencing significant stock price increases following a rise in global metal prices during the National Day holiday in China [1] Group 1: Market Performance - On October 8, LME copper reached a nearly one-year high of $10,815 per ton, with a cumulative increase of 4.21% during the holiday period [1] - Multiple copper-related stocks, including Tongling Nonferrous Metals, Northern Copper, Jiangxi Copper, and Yunnan Copper, hit the daily limit up [1] Group 2: Company Announcements - Luoyang Molybdenum stated that its production and operational activities are normal, with no significant fluctuations in production costs or sales [1] - Tongling Nonferrous Metals reported a substantial increase in market prices for its main products, including cathode copper and gold [1] - Jiangxi Copper, which has seen consecutive trading limits, also noted significant price increases for its main products, cathode copper and gold [1]

Core Viewpoint - Tongling Nonferrous Metals Group Co., Ltd. (000630.SZ) announced that its stock trading has experienced unusual fluctuations, but the company's production and operational conditions remain normal, with no significant changes in the internal operating environment [1] Group 1: Market Conditions - The market prices of the company's main products, including cathode copper and gold, have seen a significant cumulative increase recently [1] - The processing fees for copper concentrate are currently operating at low levels [1] Group 2: Future Outlook - There is uncertainty regarding whether the market prices of cathode copper, gold, and other products will continue to rise or maintain high levels in the future [1]

Core Viewpoint - The company, Tongling Nonferrous Metals Group Holdings Co., Ltd. (000630.SZ), announced that its stock price has experienced significant fluctuations, with a cumulative deviation of +20% over three consecutive trading days, indicating abnormal trading activity [1] Group 1: Stock Performance - The company's stock price has shown a cumulative deviation of +20% over three consecutive trading days, which is classified as abnormal trading behavior [1] - The company confirmed that there are no undisclosed significant information or changes in its operational environment that could have impacted the stock price [1] Group 2: Market Conditions - The market prices of the company's main products, including cathode copper and gold, have seen substantial increases recently [1] - The processing fees for copper concentrate are currently operating at low levels, which may affect profitability [1]

Core Viewpoint - The company, Tongling Nonferrous Metals Group, announced that its production and operational conditions remain normal despite recent fluctuations in stock trading [1] Group 1: Company Operations - The company stated that there have been no significant changes in its internal operating environment [1] - The main products, cathode copper and gold, have experienced substantial price increases in the market [1] Group 2: Market Conditions - The processing fee for copper concentrate is currently at a low level [1]

Core Viewpoint - The company announced an abnormal fluctuation in its stock price, with a cumulative deviation of +20% over three consecutive trading days, indicating unusual trading activity [1] Group 1: Company Operations - The company's production and operational conditions are normal, with no significant changes in the internal operating environment [1] - There has been a substantial increase in market prices for the company's main products, including cathode copper and gold [1] - The processing fees for copper concentrate are currently at a low level [1] Group 2: Disclosure and Trading Activity - The company, its controlling shareholder, and actual controller do not have any undisclosed significant matters related to the company or any major matters in the planning stage [1] - During the period of abnormal stock fluctuation, the controlling shareholder and actual controller did not engage in buying or selling the company's stock [1]

Core Viewpoint - The stock of Tongling Nonferrous Metals Group has experienced an abnormal fluctuation, with a cumulative price deviation of +20% over three consecutive trading days from September 29 to October 9, 2025 [1] Company Operations - The company has confirmed that its production and operations are normal, and there have been no significant changes in the internal and external operating environment [1] - The company has conducted a self-examination and verified with its controlling shareholder regarding the operational status [1] Market Conditions - The company has issued a reminder to investors to be aware of market risks, particularly the uncertainty in product market prices [1]

铜陵有色金属集团股份有限公司（以下简称"公司"或"本 公司"）股票（股票简称：铜陵有色；证券代码：000630）连续 三个交易日内（2025年9月29日、2025年9月30日、2025年10月9 日）日收盘价格涨跌幅偏离值累计达到+20％，根据《深圳证券交 易所交易规则》的相关规定，属于股票交易异常波动的情况。 二、公司关注、核实情况 证券代码：000630 证券简称：铜陵有色 公告编号：2025－098 债券代码：124024 债券简称：铜陵定 02 铜陵有色金属集团股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 一、 股票交易异常波动的情况介绍 四、必要的风险提示及相关说明 针对公司股票交易异常波动情形，在公司开展自查的同时， 公司董事会向控股股东铜陵有色金属集团控股有限公司就相关事 项进行了核实，现就有关情况说明如下： （一）公司前期披露的信息不存在需要更正、补充之处。 （二）公司未发现近期公共传媒报道了可能或已经对公司股 票交易价格产生较大影响的未公开重大信息。 （三）公司目前生产经营情况正常，公司内部经营环境未发 ...

Market Overview - On October 9, the A-share market saw a strong rally, with the Shanghai Composite Index rising over 1% to surpass 3900 points, marking a 10-year high [1] - The total trading volume in the Shanghai and Shenzhen markets reached 26,723 billion yuan, an increase of 4,748 billion yuan compared to the previous trading day [1] - The technology sector, particularly the STAR Market, experienced significant gains, with the STAR 50 Index surging over 6% during the session [1] Sector Performance - The non-ferrous metals sector showed remarkable performance, with stocks like Tongling Nonferrous Metals, Northern Copper, and Yunnan Copper hitting the daily limit [1][5] - The rare earth sector also saw gains, with companies like China Rare Earth and Northern Rare Earth reaching their daily limit [8] - The storage chip concept remained active, with stocks such as Zhaoxin Semiconductor and Huahong Semiconductor hitting their daily limit [12] Notable Stocks - Newly listed stock Yunhan Chip City (301563) closed up 40.89%, reaching 164.56 yuan per share, with an intraday high of over 70% [2] - In the Hong Kong market, stocks like Xin Mining Resources and Hang Seng Bank saw significant increases, with Xin Mining Resources rising over 120% [4] Gold and Precious Metals - International spot gold prices surged past $4000 per ounce, reaching a historical high, driven by factors such as the U.S. government shutdown and ongoing expectations of interest rate cuts by the Federal Reserve [6][7] - Analysts suggest that the rise in gold prices is also influenced by global central banks' continued purchases of gold [7] Fusion Energy Sector - The controlled nuclear fusion concept gained traction, with stocks like Changfu Co. and Western Superconducting Technologies hitting their daily limit [9] - The BEST project in Hefei achieved a key breakthrough, marking a new phase in its construction [10] - The upcoming International Atomic Energy Fusion Energy Conference is expected to catalyze further developments in the fusion sector [11] Semiconductor Market - The storage chip market is projected to see price increases, with expectations of a 10% rise in eSSD prices and a 10-15% increase in DDR5 RDIMM prices by Q4 2025 [12][14] - NAND Flash prices are also expected to rise, with estimates of a 5-10% increase in Q4 2025 due to high demand from data centers [14]

Core Points - The gold concept sector has seen a significant increase of 5.22%, ranking 7th among all concept sectors, with 66 stocks rising, including Zhejiang Fu Holdings, Hebang Biology, and Tongling Nonferrous Metals reaching their daily limit [1] - Major gainers in the gold sector include Zhaojin Mining, Yuguang Gold Lead, and Xiaocheng Technology, with increases of 9.94%, 9.87%, and 8.92% respectively [1] - The sector experienced a net inflow of 1.191 billion yuan from main funds, with 45 stocks receiving net inflows, and 13 stocks exceeding 100 million yuan in net inflows [2] Fund Flow Analysis - The top stocks by net inflow ratio include Sichuan Gold, Zhejiang Fu Holdings, and Silver Lead, with net inflow ratios of 41.26%, 38.25%, and 19.18% respectively [3] - The leading stocks in the gold concept by main fund flow include Tebian Electric Apparatus, Western Mining, and Xingye Silver Tin, with net inflows of 684.41 million yuan, 245.32 million yuan, and 220.82 million yuan respectively [3][4] - The overall performance of the gold concept stocks indicates strong investor interest, as evidenced by the significant net inflows and positive price movements [2][3]

Group 1: Nickel Metal Sector Performance - As of October 9, the nickel metal concept rose by 4.11%, ranking 10th among concept sectors, with 29 stocks increasing in value [1] - Notable gainers included Zhejiang Fu Holdings, Tongling Nonferrous Metals, and Xinye Silver Tin, which all hit the daily limit, with increases of 10.12%, 10.07%, and 10.00% respectively [1][3] - The sector saw a net outflow of 1.392 billion yuan in principal funds, with 19 stocks experiencing net inflows, and 7 stocks receiving over 100 million yuan in net inflows [2] Group 2: Fund Flow Analysis - The top net inflow stocks included Western Mining with a net inflow of 245 million yuan, followed by China Metallurgical Group and Xinye Silver Tin with inflows of 223 million yuan and 221 million yuan respectively [2][3] - Zhejiang Fu Holdings had the highest net inflow ratio at 38.25%, indicating strong investor interest [3] - Other notable stocks with significant net inflow ratios included Baiyin Nonferrous Metals and Jinyuan Holdings at 19.18% and 12.67% respectively [3] Group 3: Stock Performance Overview - The stocks with the largest declines included Jinyang Co., Bogu New Materials, and Shanshan Co., with decreases of 4.91%, 3.27%, and 2.08% respectively [1][5] - The overall trading activity in the nickel metal sector showed a mix of strong performers and underperformers, reflecting varied investor sentiment [1][4]