Group 1 - The core viewpoint of the article is that the MSCI China Materials Index has outperformed the MSCI China Index by 19% since early July, driven by stable performance of related companies, rising interest rate cut expectations, and the theme of anti-involution policies in mainland China [1] - The materials sector is expected to continue its strong performance in the second half of the year, with a favorable outlook for copper or gold, aluminum, steel, coal, and lithium [1] - Zijin Mining (02899) is identified as the top pick due to its strong profit growth, with a maintained "Buy" rating and a target price of HKD 28 [1] Group 2 - The report suggests that investors should consider buying Luoyang Molybdenum (03993) during high stock prices, maintaining a "Buy" rating and a target price of HKD 13.5 [1] - The target price for Ansteel (00347) has been raised from HKD 1 to HKD 2.3, with the rating upgraded from "Reduce" to "Neutral" [1]