港交所消息：2月2日， 贝莱德 持有的 中国铝业 H股多头头寸从6.23%降至5.65%。 ...

Market Overview - A-shares experienced volatility on February 6, with the Shanghai Composite Index closing down 0.25% at 4065.58 points, and the ChiNext Index down 0.73% [1] - The overall market turnover decreased to 2.16 trillion yuan, marking a continuous six-day decline in trading volume [1] Sector Performance - The chemical and new energy sectors led the market, while the pharmaceutical sector showed relative resilience. Consumer goods experienced a pullback, and technology continued to be sluggish [1] - The chemical ETF (516020) saw a significant inflow of 199 billion yuan, with a daily gain of 2.37% after reaching a peak increase of 3.45% during the day [2][5][6][8] Chemical Sector Insights - The chemical sector is experiencing a strong upward cycle, driven by increased demand for lithium batteries and phosphorous chemicals, with key materials seeing a surge in prices [9][10] - Major stocks in the chemical sector, such as Enjie Co., Ltd. and Zhejiang Longsheng, reported significant gains, with some stocks rising over 6% [6][8] Non-Ferrous Metals Sector - The non-ferrous metals ETF (159876) demonstrated resilience, closing up 0.18% despite initial declines, supported by over 100 billion yuan in inflows [3][11] - The sector is expected to maintain high profitability over the next 3-5 years, driven by supply-demand dynamics and macroeconomic conditions [11] Hong Kong Market Dynamics - The Hong Kong market saw a significant influx of southbound capital, with purchases reaching 133.7 billion HKD, 249.8 billion HKD, and 148.6 billion HKD over three days [4] - The pharmaceutical sector in Hong Kong showed signs of recovery, with the Hong Kong Innovation Drug ETF (520880) rising by 2% during the day, driven by strong earnings forecasts from key companies [15][16] Investment Opportunities - Analysts suggest focusing on leading companies in the chemical sector and those benefiting from rising prices, with recommendations to invest through the chemical ETF (516020) for higher efficiency [10][21] - The Hong Kong Innovation Drug ETF (520880) and the Hong Kong Medical ETF (159137) are highlighted as attractive options for investors looking to capitalize on the pharmaceutical sector's growth [20][21]

日期： 年 月 日 簽署 （附註4） ： 2026年第一次臨時股東會 回 執 致：中國鋁業股份有限公司（「公司」） 本人╱吾等 （附註1 （中文名稱）： ） （英文名稱）： 地址為 為公司股本中每股面值人民幣1.00元之 股 （附註2） A股╱H股 （附註3） 的註冊持有人，茲通知公司，本人╱吾 等擬親自或委託代理人出席公司將於2026年3月27日（星期五）下午2時正在中華人民共和國北京市海淀區西直門北大街62號公司 會議室舉行的2026年第一次臨時股東會。 附註： * 僅供識別 1. 請用正楷填上全名（中文或英文，須與登記在股東名冊的相同）及登記地址。 2. 請填上以 閣下名義登記的股份數目。 3. 請刪去不適用者。 4. 請將此回執在填妥及簽署後於2026年3月25日（星期三）或之前送達公司財務部（資本運營部）證券事務處，地址為中華人民共和國北京市 海淀區西直門北大街62號（郵編100082）。此回執可親身交回公司，亦可以郵遞或以圖文傳真方式、電子郵件方式交回（圖文傳真號碼 為：（8610） 8229 8158；電子郵件地址：IR@chinalco.com.cn）。 ...

地址為 與本委託書有關之股份數目 （附註1） 與本委託書有關之股份類別（A股或H股） （附註2） 本人╱吾等 （附註3） 於2026年3月27日（星期五）舉行的 2026年第一次臨時股東會之委託書 日期： 年 月 日 簽署 （附註6） ： * 注意： 閣下在委任代理人之前，請先閱覽日期為2026年2月9日的本公司2026年第一次臨時股東會通告及通函。 除文義另有所指外，本委託書所使用的詞彙與上述通函所界定者具有相同涵義。 附註： 1. 請填上以 閣下名義登記與本委託書有關之股份數目，如未有填上數目，則本委託書將被視為與本公司股本中所有以 閣下名 義登記的股份有關。 2. 亦請 閣下填上本委託書有關股份類別(A股或H股）。 3. 請用正楷填上全名（中文或英文，須與登記在股東名冊的相同）及註冊地址。 4. 如欲委派臨時股東會主席以外的人士為代理人，請將「臨時股東會主席，或」的字樣刪去，並在空格內填上 閣下擬委派的代理 人姓名及地址。股東可委任一位或多位代理人出席及投票，受委任代理人毋須為本公司股東。本委託書的任何更改，均須由簽 署人正楷簽署示可。 5. 注意：議案1採用累積投票制。累積投票制是指股東會選舉董事、獨 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本通告的內 容 概 不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不對因本通告全部或任何部份內容而產生或因倚賴該等內容而引致的 任 何 損 失 承 擔 任 何 責 任。 2026年第一次臨時股東會通告 茲通告 中 國 鋁 業 股 份 有 限 公 司（「本公司」）謹 定 於2026年3月27日（星 期 五） 下 午2時正在中華人民共和國北京市海淀區西直門北大街62號本公司會 議室舉行2026年 第 一 次 臨 時 股 東 會（「臨時股東會」），以 審 議 及 酌 情 批 准 以 下 決 議 案（除 非 文 義 另 有 所 指，否 則 本 通 告 所 用 詞 彙 與 本 公 司 日 期 為 2026年2月9日 的 通 函（「通 函」）界 定 者 具 有 相 同 涵 義）： 普 通 決 議 案（累 積 投 票 制） – 1 – 1. 審 議 及 批 准 關 於 選 舉 本 公 司 第 九 屆 董 事 會 董 事 的 決 議 案： (1) 審議及批准關於選舉張瑞忠先生為本公司第九屆董事會執行 董 事 的 決 議 ...

閣下如對本通函任何方面或應採取的行動有任何疑問，應諮詢 閣下的股票經紀或其他註冊 證券商、銀行經理、律師、專業會計師或其他專業顧問。 閣下如已將名下的中國鋁業股份有限公司的股份全部售出，應立即將本通函送交買主或經手 買賣的銀行、股票經紀或其他代理商，以便轉交買主。 香港交易及結算所有限公司及香港聯合交易所有限公司對本通函的內容概不負責，對其準確 性或完整性亦不發表任何聲明，並明確表示，概不對因本通函全部或任何部份內容而產生或 因倚賴該等內容而引致的任何損失承擔任何責任。 此乃要件 請即處理 2026年第一次臨時股東會 本公司將於2026年3月27日（星期五）下午2時正在中國北京市海淀區西直門北大街62號本公司 會議室舉行2026年第一次臨時股東會，臨時股東會通告載於本通函的第6頁至第8頁。 臨時股東會適用的回執及代理人委託書登載於香港聯交所網站(www.hkexnews.hk)及本公司網 站(www.chalco.com.cn)。有意出席臨時股東會的股東，須按回執上印列的指示填妥回執，並 於2026年3月25日（星期三）或之前交回。有意委託代理人出席臨時股東會的股東，務請按代理 人委託書上打印的指示將其填妥。 ...

股票代码：601600 股票简称：中国铝业 公告编号：临2026-006 中国铝业股份有限公司 关于召开2026年第一次临时股东会的通知 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 一、召开会议的基本情况 召开的日期时间：2026 年 3 月 27 日 14 点 00 分 召开地点：中国北京市海淀区西直门北大街 62 号中国铝业股份有限公司总部办 公楼会议室 (五) 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间：自2026 年 3 月 27 日 至2026 年 3 月 27 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股东 会召开当日的交易时间段，即 9:15-9:25，9:30-11:30，13:00-15:00；通过互 联网投票平台的投票时间为股东会召开当日的 9:15-15:00。 1 股东会召开日期：2026年3月27日 本次股东会采用的网络投票系统：上海证券交易所股东会网络投票系统 (一) 股东会类型和届次：2026 ...

Core Viewpoint - China Aluminum Corporation, through its subsidiary China Aluminum Co., Ltd., plans to acquire a stake in Brazil's aluminum industry to enhance resource security and optimize industrial layout [1] Group 1: Acquisition Details - The acquisition involves establishing a joint venture with Rio Tinto International Holdings to purchase 68.596% of Brazil Aluminum Company from Watertland [1] - Following the transaction, Brazil Aluminum will be consolidated as a subsidiary in China Aluminum's financial statements [1] Group 2: Strategic Importance - The partnership with Rio Tinto, a global mineral resource supplier, brings valuable international mining experience to the venture [1] - Brazil Aluminum Company operates a comprehensive aluminum industry chain in Brazil, covering bauxite, alumina, electrolytic aluminum, aluminum processing, recycled aluminum, and power supply [1] Group 3: Production Capacity - Brazil Aluminum is projected to produce 720,000 tons of alumina and 364,500 tons of low-carbon aluminum liquid in 2024 [1] - The acquisition is expected to enhance China Aluminum's capabilities in green development, ESG governance, and international operations [1]

Group 1 - The A-share rare earth permanent magnet sector experienced a rise on February 6, with notable increases in stock prices for several companies [1] - Yujing Co., Ltd. saw a significant increase of over 8%, while Longhua Technology, Dongfang Zirconium, and Yahua Group all rose by over 5% [1] - Other companies such as Youyan New Materials, Zhongkuang Resources, and Northern Rare Earth also reported gains exceeding 4% [1] Group 2 - Yujing Co., Ltd. (002943) had a price increase of 8.68% with a total market value of 17.1 billion and a year-to-date increase of 110.48% [2] - Longhua Technology (300263) increased by 5.73%, with a market value of 12.2 billion and a year-to-date increase of 33.60% [2] - Dongfang Zirconium (002167) rose by 5.56%, with a market value of 10.2 billion and a year-to-date increase of 6.15% [2] - Yahua Group (002497) saw a 5.33% increase, with a market value of 29.2 billion and a year-to-date increase of 2.26% [2] - Youyan New Materials (600206) increased by 4.90%, with a market value of 18.3 billion and a year-to-date increase of 6.30% [2] - Zhongkuang Resources (002738) rose by 4.79%, with a market value of 59.8 billion and a year-to-date increase of 5.56% [2] - Northern Rare Earth (600111) increased by 4.16%, with a market value of 181.9 billion and a year-to-date increase of 9.11% [2] - Other companies such as Xiamen Tungsten (600549), Dadi Bear (688077), and Jiuling Technology (920505) also reported gains of 3.70%, 3.25%, and 3.10% respectively [2]

Group 1 - Spot gold and silver experienced a "V-shaped" rebound, with gold increasing by 1% and silver rising over 2% after initial declines of more than 2% and 8% respectively [1] - The non-ferrous sector saw a corresponding rise, with the ETF Huatai-PineBridge (159652) gaining nearly 1% and attracting nearly 10 million yuan in net inflows during the session, totaling close to 300 million yuan over the past 10 days [1] - The China Securities Galaxy believes that the recent price corrections in gold and silver are normal profit-taking actions after reaching historical highs, which may help to release overheated market sentiment [2] Group 2 - In January, the China Logistics and Purchasing Federation reported that the commodity price index rose for the ninth consecutive month, reaching a three-and-a-half-year high, with a month-on-month increase of 6.3% to 125.3 points [3] - Among 50 monitored commodities, 33 saw price increases, with lithium carbonate, refined tin, and refined nickel leading with month-on-month increases of 48.4%, 20.2%, and 19.5% respectively [3] - The non-ferrous metals price index rose significantly by 9.9% month-on-month, driven by factors such as international monetary policy and geopolitical influences [3] Group 3 - Recent pricing logic for non-ferrous metals is shifting from short-term supply and demand to broader macroeconomic factors, benefiting from ongoing fiscal expansion and liquidity in major economies [4] - The copper market is characterized by both supply and demand constraints, with limited new mine production and ongoing supply disruptions, while demand is driven by energy transition and AI industries [4] - The non-ferrous sector is highlighted as having significant investment value due to favorable macroeconomic conditions, with the Huatai-PineBridge ETF (159652) being recommended for its comprehensive exposure to various metal sectors [4][5] Group 4 - The Huatai-PineBridge ETF (159652) has a leading concentration of core strategic commodities such as copper, gold, aluminum, lithium, and rare earths, with a top five stock concentration of 38% [8] - The ETF's index has shown superior performance since 2022, with a cumulative return leading its peers and a lower maximum drawdown, indicating a better investment experience [10] - The index's price increase is driven by earnings rather than valuation expansion, with a current PE ratio of 26.27, down 52% from five years ago, suggesting a favorable valuation [10]