Zhi Tong Cai Jing·2025-09-29 02:44Group 1 - The core viewpoint of the article highlights the active performance of non-ferrous metal stocks, with significant price increases observed in companies such as Ganfeng Lithium, China Aluminum International, and others [1] - The Ministry of Industry and Information Technology, along with eight other departments, issued a "Non-ferrous Metal Industry Stabilization Growth Work Plan (2025-2026)", projecting an average annual growth of around 5% in the value added of the non-ferrous metal industry and a 1.5% annual growth in the production of ten non-ferrous metals [1] - The report indicates that domestic resource development for copper, aluminum, and lithium is making positive progress, which is expected to boost industry sentiment [1] Group 2 - Guohai Securities notes that the recent interest rate cuts by the Federal Reserve and the expectation of further cuts, along with the issuance of the stabilization plan, are likely to enhance industry sentiment [1] - The downstream aluminum processing sector is experiencing a continuous recovery in operating rates, with a turning point in inventory levels being observed [1] - Minsheng Securities emphasizes that the combination of the Federal Reserve's interest rate cuts, frequent supply disruptions in commodities, and the seasonal demand during the "Golden September and Silver October" period is likely to lead to further increases in industrial metal prices [1]