智通财经网·2025-12-30 02:32Group 1 - China Aluminum (02600) saw an intraday increase of over 3%, closing up 3.63% at HKD 12, with a trading volume of HKD 186 million [1] - The National Development and Reform Commission (NDRC) 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 highlighted that the NDRC's article suggests strengthening management and optimizing the layout of the alumina and copper smelting industries, encouraging large backbone enterprises in these sectors to pursue mergers and acquisitions [1] Group 2 - The new policy may restrict the planning of new alumina production capacity, and capacity consolidation is expected to benefit industry leaders [1]