美国政府持续加大矿业公司股权收购 资金大幅流入有色金属板块（附概念股）

Group 1 - During the National Day and Mid-Autumn Festival holiday, various mining assets, non-ferrous metals, and precious metals sectors experienced significant gains [1] - The U.S. government announced a partnership with Trilogy Metals, acquiring a 10% stake, leading to a surge of over 230% in Trilogy Metals' stock price [1] - The Trump administration is considering investing in Critical Metals, which may grant the U.S. rights to Greenland's largest rare earth project, causing Critical Metals' stock to spike nearly 109% [1] Group 2 - In the last trading day of September, the non-ferrous metals sector attracted over 14.3 billion yuan in net inflows, indicating strong market interest [2] - Precious metals and non-ferrous metals were identified as the strongest sectors in September, with copper prices exceeding $10,000 per ton [2][4] - The continuous inflow of funds suggests optimism regarding the performance of these commodities during the National Day holiday [3] Group 3 - The ongoing "anti-involution" policies in the domestic non-ferrous industry are expected to optimize the supply-side capacity structure [4] - The Federal Reserve's interest rate cuts, combined with frequent supply disruptions and domestic demand during the "golden September and silver October" season, are likely to drive industrial metal prices higher [4] Group 4 - Related Hong Kong stocks in the non-ferrous metals sector include: - Copper: Luoyang Molybdenum (603993)(03993), Zijin Mining (02899), China Nonferrous Mining (01258), Wanguo Resources (01208), Jiangxi Copper (600362)(00358), China Railway (601390)(00390) [5] - Aluminum: China Aluminum (601600)(02600), China Hongqiao (01378), Rusal (00486) - Tungsten: Jaxin International Resources (03858) - Cobalt: Liqin Resources (02245), Luoyang Molybdenum (03993) - Antimony: Wanguo Resources (01208), Jiangxi Copper (00358) - Rare Earth: Jieneng Permanent Magnet (06680) [6]