Core Viewpoint - The non-ferrous metal industry index in China has shown strong performance, with significant increases in various stocks, driven by a government plan aimed at stabilizing growth in the sector and rising gold prices reaching historical highs [1][2]. Group 1: Industry Performance - As of September 29, 2025, the non-ferrous metal industry index (399395) rose by 3.10%, with notable stock increases including Vanadium Titanium Co. (000629) up 10.00%, Xingye Silver Tin (000426) up 9.11%, and Tongling Nonferrous Metals (000630) up 7.77% [1]. - The non-ferrous ETF fund (159880) also increased by 3.07%, with the latest price reported at 1.61 yuan [1]. Group 2: Government Initiatives - The Ministry of Industry and Information Technology, along with eight other departments, issued the "Non-Ferrous Metal Industry Stabilization Growth Work Plan (2025-2026)" to support the sector [1]. Group 3: Commodity Insights - East Wu Securities forecasts that copper prices will remain strong due to anticipated supply contractions and potential interest rate cuts by the Federal Reserve, while aluminum prices are expected to fluctuate amid weak demand [1]. - The gold market is influenced by a shift in the Federal Reserve's stance during the global central bank conference in August, with expectations of continued inflation and declining nominal interest rates, suggesting a broad potential for precious metals [1]. Group 4: ETF Composition - The non-ferrous metal industry index includes 50 prominent securities based on size and liquidity, reflecting the overall performance of listed companies in the sector [2]. - As of August 29, 2025, the top ten weighted stocks in the index accounted for 50.35% of the total, including Zijin Mining (601899) and Northern Rare Earth (600111) [2].

Core Viewpoint - Yun Aluminum Co., Ltd. has shown significant stock performance and financial growth, indicating a positive outlook for the company in the aluminum industry [1][2]. Group 1: Stock Performance - As of September 29, Yun Aluminum's stock price increased by 2.03%, reaching 20.10 CNY per share, with a total market capitalization of 69.706 billion CNY [1]. - The stock has appreciated by 50.56% year-to-date, with a 2.03% increase over the last five trading days, 3.55% over the last 20 days, and 27.05% over the last 60 days [1]. Group 2: Financial Performance - For the first half of 2025, Yun Aluminum reported a revenue of 29.078 billion CNY, reflecting a year-on-year growth of 17.98%, and a net profit attributable to shareholders of 2.768 billion CNY, up by 9.88% [2]. - The company has distributed a total of 4.959 billion CNY in dividends since its A-share listing, with 2.774 billion CNY distributed over the last three years [3]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders increased by 16.95% to 86,400, while the average number of circulating shares per person decreased by 14.50% to 40,124 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 197 million shares, a decrease of 15.4112 million shares from the previous period [3].

Group 1 - The industrial metal sector increased by 0.43% on September 26, with Jingyi Co., Ltd. leading the gains at 10% [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] - Key stocks in the industrial metal sector showed significant price movements, with Jingyi Co., Ltd. closing at 14.85 and a trading volume of 285,000 shares, resulting in a transaction value of 409 million yuan [1] Group 2 - The industrial metal sector experienced a net outflow of 293 million yuan from institutional investors, while retail investors saw a net outflow of 60.1 million yuan [2] - The sector attracted a net inflow of 354 million yuan from speculative funds [2] - Specific stocks like Luoyang Aluminum and Baiyin Nonferrous Metals had notable net inflows from institutional investors, while others like Lida New Materials faced significant outflows from retail investors [3]

Core Viewpoint - Yun Aluminum Co., Ltd. has shown a significant increase in stock price and revenue, indicating strong performance in the aluminum industry [1][2]. Financial Performance - As of June 30, 2025, Yun Aluminum achieved a revenue of 29.078 billion yuan, representing a year-on-year growth of 17.98% [2]. - The net profit attributable to shareholders for the same period was 2.768 billion yuan, reflecting a year-on-year increase of 9.88% [2]. - The company has distributed a total of 4.959 billion yuan in dividends since its A-share listing, with 2.774 billion yuan distributed in the last three years [3]. Stock Market Activity - On September 26, 2023, Yun Aluminum's stock price rose by 2.01%, reaching 19.80 yuan per share, with a trading volume of 338 million yuan [1]. - The stock has increased by 48.31% year-to-date, with a slight decline of 1.30% over the last five trading days [1]. - The company has a total market capitalization of 68.666 billion yuan [1]. Shareholder Information - As of June 30, 2025, the number of shareholders increased to 86,400, a rise of 16.95% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 14.50% to 40,124 shares [2]. - Major shareholders include Hong Kong Central Clearing Limited, which holds 197 million shares, a decrease of 15.4112 million shares from the previous period [3].

云南铝业股份有限公司 关于公司总法律顾问辞职的公告 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000807 证券简称：云铝股份 公告编号：2025-037 吴勇先生担任公司总法律顾问期间，恪尽职守，勤勉尽责，公司对吴勇先生表示感谢！ 特此公告。 云南铝业股份有限公司董事会 2025年9月25日 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。 近日，云南铝业股份有限公司（以下简称"云铝股份"或"公司"）董事会收到吴勇先生以书面形式提交的 辞职报告。因个人原因，吴勇先生辞去公司总法律顾问职务，辞任后不再担任公司任何职务。根据《公 司法》、云铝股份《公司章程》等有关规定，吴勇先生的辞职报告自送达董事会之日起生效。截至本公 告披露日，吴勇先生未持有公司股份。 ...

云南铝业股份有限公司 云铝股份 证券代码：000807 证券简称：云铝股份 公告编号：2025-037 关于公司总法律顾问辞职的公告 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。 云南铝业股份有限公司董事会 2025 年 9 月 25 日 国家环境友好企业 1 绿色铝·在云铝 近日，云南铝业股份有限公司（以下简称"云铝股份"或"公司"）董事会收到吴勇 先生以书面形式提交的辞职报告。因个人原因，吴勇先生辞去公司总法律顾问职务，辞任 后不再担任公司任何职务。根据《公司法》、云铝股份《公司章程》等有关规定，吴勇先 生的辞职报告自送达董事会之日起生效。截至本公告披露日，吴勇先生未持有公司股份。 吴勇先生担任公司总法律顾问期间，恪尽职守，勤勉尽责，公司对吴勇先生表示感谢！ 特此公告。 ...

Group 1 - On September 24, a total of 26 companies were investigated by institutions, with 18 companies being surveyed by funds, indicating a strong interest in these firms [1] - Among the companies surveyed, Mintai Aluminum (601677) received the most attention, with 12 funds participating in the investigation, followed by Antai Technology (000969) and Dongsheng Technology (300073), each with 9 funds [1] - The surveyed companies are distributed across various sectors, with the most represented industries being electric equipment, automotive, and non-ferrous metals, each having three companies listed [1] Group 2 - In terms of market performance, 7 out of the surveyed stocks increased in value over the past five days, with Jin Tai Yang (300606) leading with a rise of 12.67%, followed by New Coordinates (603040) at 10.47% and Honghua Digital Science (9.68%) [2] - Conversely, 11 stocks experienced declines, with Yun Aluminum (000807) dropping by 7.46%, followed by Jingjin Electric and Shuangjie Electric (300444) with declines of 6.91% and 3.66% respectively [2] - Notably, Dongsheng Technology saw a net inflow of funds amounting to 291 million yuan over the past five days, indicating strong institutional interest [2]

截至发稿，云铝股份市值为671亿元。 每经AI快讯，云铝股份（SZ 000807，收盘价：19.35元）发布公告称，2025年9月24日上午，云铝股份 接受长江证劵等投资者调研，公司董事会秘书、财务总监郑利海等人参与接待，并回答了投资者提出的 问题。 2025年1至6月份，云铝股份的营业收入构成为：有色金属冶炼业占比58.12%，有色金属压延加工业占 比40.67%，其他行业占比1.21%。 每经头条（nbdtoutiao）——"9·24"一周年，A股总市值破116万亿元！四大变革重塑中国资本市场新生 态 （记者 曾健辉） ...

云南铝业股份有限公司投资者关系活动记录表 | | √特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 □业绩说明会 | | 动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | □其他 | （请文字说明其他活动内容） | | 参与单位名称 | 长江证劵、嘉实基金等机构投资者。 | | 时 间 2025 | 年 9 月 24 日上午 | | 地 点 | 云南铝业股份有限公司一楼会议室。 | | 上市公司接待 | 董事会秘书、财务总监：郑利海先生 | | 人员姓名 | 证券事务代表：王冀奭先生 | | | 投资者提出的主要问题及公司回复情况如下： | | | 1.公司如何拓展销售渠道？ | | | 回复：公司持续开拓汽车轻量化、航天航空、电力、国防军工、电 | | | 子等领域的市场渠道，充分发挥绿色品牌效益、规模化效应，加强绿色 | | | 铝营销，加大市场培育力度。 | | | 2.公司再生铝项目情况？ | | | 回复：公司积极拓展再生铝等循环经济业务，阳宗海 万吨铝资源 5 | | 投资者关系活 动主要内容介 | 综合利用项目顺利投产，建成"全自 ...

Core Insights - The China Securities National New State-Owned Enterprise Modern Energy Index has decreased by 0.80% as of September 23, 2025, with mixed performance among constituent stocks [3] - The National Energy Administration and other departments have issued guidelines aiming for significant advancements in the energy equipment industry by 2030, focusing on self-sufficiency, high-end, intelligent, and green development [3][4] Market Performance - The top-performing stocks include Nanshan Energy, which rose by 6.16%, and XJ Electric, which increased by 2.50%, while China Rare Earth fell by 5.75% [3] - The Central State-Owned Enterprise Modern Energy ETF (561790) has seen a decline of 0.88%, with a latest price of 1.13 yuan, but has accumulated a 6.55% increase over the past three months [3] Trading Activity - The trading volume for the Central State-Owned Enterprise Modern Energy ETF was 30.02 million yuan with a turnover rate of 0.7% [3] - The average daily trading volume over the past year for the ETF was 628.85 million yuan [3] Industry Outlook - Experts emphasize the necessity of new energy infrastructure to support the construction of a new energy system, including low-carbon transformation of coal power and improvements in energy storage systems [4] - The index tracks 50 listed companies involved in modern energy sectors, with the top ten stocks accounting for 48.28% of the index [4]