Zhi Tong Cai Jing·2025-12-30 02:33Group 1 - China Aluminum (601600)(02600) saw an intraday increase of over 3%, currently up 3.63% at HKD 12, with a trading volume of HKD 186 million [1] - The National Development and Reform Commission published an article emphasizing the need to optimize and enhance traditional industries, particularly focusing on resource-intensive sectors like alumina and copper smelting [1] - Morgan Stanley's report highlights the article's call for improved management and optimized layout in the alumina and copper smelting industries, encouraging major enterprises in these sectors to pursue mergers and acquisitions [1] Group 2 - The new policy may restrict the planning of additional alumina production capacity, and capacity consolidation is expected to benefit industry leaders [1]