Group 1 - Copper stocks continue to rise, with significant increases in share prices for companies such as Minmetals Resources (+3.78% to HKD 8.24), China Daye Non-Ferrous Metals (+2.97% to HKD 0.104), Jiangxi Copper (+1.98% to HKD 33.94), and China Nonferrous Mining (+0.97% to HKD 16.68) [1][1][1] - The China Copper Raw Materials Joint Negotiation Group (CSPT) has reached a consensus to reduce copper concentrate production capacity by over 10% in 2026, aiming to improve the supply-demand fundamentals of copper concentrate [1][1][1] - A report from Galaxy Securities indicates that the tight supply of copper ore and potential production cuts from smelting companies may lead to a more pronounced shortage of refined copper in 2026, which could further drive up copper prices [1][1][1]
港股异动 | 铜业股延续近期涨势 CSPT商议联合减产 机构称矿冶博弈刺激铜价上涨