Core Viewpoint - Luoyang Molybdenum (03993) announced a significant stock incentive plan, which is expected to enhance shareholder value and align employee interests with company performance [1] Group 1: Stock Performance - Luoyang Molybdenum's stock price increased by 6.57%, reaching HKD 17.36, with a trading volume of HKD 704 million [1] Group 2: Incentive Plan - The company plans to establish a restricted stock plan for H-shares, granting up to 393 million H-shares for employee incentives, which represents approximately 10% of the total issued H-shares [1] Group 3: Market Analysis - Bank of America Securities reported operational issues at the world's three major copper mines, predicting that actual production will fall short of previous expectations over the next two years [1] - The closure of the Grasberg mine alone could lead to a supply shortfall of 270,000 tons next year [1] Group 4: Target Price Adjustments - Bank of America raised the target price for Zijin Mining from HKD 31 to HKD 37 and for Luoyang Molybdenum from HKD 14 to HKD 16.5, maintaining a "Buy" rating [1] - The rating for Jiangxi Copper was upgraded from "Underperform" to "Buy," with the target price increased from HKD 17 to HKD 31 [1]

Market Overview - The Shanghai Composite Index has surpassed 3900 points for the first time since August 18, 2015, marking over 3700 days since it last reached this level [1] - The market saw a significant increase in trading volume, with over 1.72 trillion yuan traded in the first half of the day [1] Technology Sector - The technology sector experienced a strong rally, particularly in the semiconductor industry, with storage chips and advanced packaging leading the gains [3] - Notable stocks included Tongfu Microelectronics, which hit the daily limit, and major players like SMIC and Hua Hong Semiconductor, which saw increases of over 7% and reached their historical highs [1][3] - Catalysts for the technology sector included price increases in storage chips driven by major companies like Samsung and Micron, with DRAM prices expected to rise by 15% to 30% and NAND flash prices by 5% to 10% [6] - OpenAI's strategic partnership with AMD to deploy 6 GW of AMD GPU power for AI infrastructure also contributed to the positive sentiment in the tech sector [6] Precious Metals Sector - The precious metals sector saw significant gains, with gold prices reaching new highs, including a record of over $4000 per ounce [11] - Major stocks in this sector, such as Sichuan Gold and Shandong Gold, hit their daily limits, reflecting strong investor interest [8] - The increase in gold prices is attributed to ongoing concerns over U.S. government debt and a long-term trend towards de-dollarization, which is expected to support continued price increases [11] Non-Ferrous Metals Sector - The non-ferrous metals sector also performed well, with the precious metals segment leading the charge [1] - Key stocks like Yunnan Copper and Jiangxi Copper reached their daily limits, while lithium companies such as Ganfeng Lithium and Tianqi Lithium saw substantial gains [8] - The rare earth permanent magnet sector also experienced significant increases, with companies like Baotou Steel and Northern Rare Earth achieving notable stock performance [8]

10月9日，市场早盘震荡反弹，上证指数涨逾1%，时隔10年再度突破3900点。沪深两市半日成交额1.72 万亿，较上个交易日放量3547亿。盘面上热点快速轮动，核电概念股集体大涨掀起涨停潮，合锻智能8 天4板，万里石3天2板，永鼎股份、安泰科技等多股涨停。芯片产业链爆发，深科技6天3板，通富微 电、华虹公司涨停创新高。有色金属板块反复活跃，精艺股份6天5板，江西铜业、河钢资源2连板。下 跌方面，影视院线概念股重挫，横店影视等多股跌停。板块方面，有色金属、核电、存储芯片等板块涨 幅居前，影视院线、旅游等板块跌幅居前。截至收盘，沪指涨1.24%，深成指涨1.75%，创业板指涨 1.77%。 0:00 ...

Core Viewpoint - The Hong Kong stock market showed mixed performance with the Hang Seng Index rising by 0.04% and the Hang Seng Tech Index increasing by 0.63% [1] Sector Performance - The passenger airline and metals & mining sectors experienced notable gains, while the biotechnology and pharmaceutical sectors faced significant declines [1] Individual Stock Movements - Notable gainers included: - Hang Seng Bank up by 26.3% - Jiangxi Copper (600362) up by 11.19% - ZTE Corporation (000063) up by 10.73% - China Railway (601390) up by 9.04% - Mixue Group up by 8.96% - Luoyang Molybdenum (603993) up by 8.04% - Hua Hong Semiconductor up by 6.75% - Lenovo Group up by 6.41% - Zijin Mining up by 5.48% - China General Nuclear Power (601766) up by 5.44% - China CRRC (601766) up by 4.17% [1] - Significant decliners included: - Innovent Biologics down by 9.68% - Shandong Hi-Speed down by 12.55% [1] - Shanghai Electric (601727) saw a substantial increase of 15.72% [1]

Market Overview - The Hong Kong stock market indices rebounded after an initial dip, with the Hang Seng Index slightly up by 0.04%, and the Hang Seng China Enterprises Index and Hang Seng Tech Index rising by 0.52% and 0.63% respectively, ending a three-day decline [1] Sector Performance - Large technology stocks showed mixed results, with Kuaishou up by 1.69%, while Meituan, JD.com, and Baidu also saw gains. Alibaba, NetEase, Xiaomi, and Tencent experienced slight declines [1] - Copper prices surged due to supply shortages and a computing power revolution, leading to significant gains in copper mining stocks. China Daye Non-Ferrous Metals soared nearly 20%, Jiangxi Copper rose over 11%, and China Nonferrous Mining increased by 8% [1] - Hong Kong local bank stocks surged, particularly HSBC, which plans to privatize through an agreement, causing Hang Seng Bank's stock to spike by 41%, reaching a historical high [1] - Mining resource stocks and high-speed rail infrastructure stocks saw substantial increases, with China Railway Group rising over 10% [1] - Institutional analysts are focusing on Q4 demand recovery due to low baselines, leading to a collective rebound in airline stocks, with China Eastern Airlines up nearly 10%. Wind power, semiconductor, telecommunications, oil, and property management stocks also saw gains [1] Declines in Specific Sectors - Pharmaceutical stocks fell across the board, with Innovent Biologics, SiHuan Pharmaceutical, and I-Mab leading the decline in innovative drug stocks [1] - The film industry faced a downturn due to poor box office performance during the National Day holiday, resulting in a collective drop in cinema stocks [1] - The automotive sector mostly declined [1]

今日， $江西铜业股份 (00358.HK)$ 股价涨超7%，8月初至今累涨近140%。截至发稿，涨7.61%，报37.88港元，成交额12.76亿港元。 消息面上，Grasberg铜矿停产事件预计将导致2025年四季度至2026年间铜供应缺口进一步扩大。此外，中国有色金属工业协会铜业分会表示坚决反对铜冶炼 行业"内卷式"竞争。机构称，冶炼产能过剩未来有望缓解，冶炼企业后续盈利有望迎来改善。公开资料显示，江西铜业为国内铜冶炼龙头，阴极铜年产能达 210万吨，铜业务收入占比超70%。 江西铜业A股涨停，最新报39.04元。 值得注意的是，近期有媒体报道，巴拿马正准备与第一量子矿业公司就可能重启其关闭的科布雷巴拿马铜矿展开谈判，预计该矿将于今年年底或2026年初重 启。据悉，江西铜业股份是第一量子最大股东，自2024年开始，江西铜业将持有的第一量子投资由金融工具投资转换为长期股权投资权益法核算。如果巴拿 马铜矿复产，将显著增厚公司利润。 编辑/KOKO ...

连板股方面，*ST亚太18天17板，精艺股份6天5板，日盈电子8天4板，养元饮品6天4板，山子高科、 *ST东易3连板，大众公用、万里石等3天2板，江西铜业、深科技等2连板，海康威视、深南电路等涨 停。 ST景谷、*ST宇顺连续3日跌停，ST新华锦、*ST沐邦连续2日跌停，*ST奥维、*ST赛隆等跌停。 10月9日午间，A股半日下来共有80只涨停股、18只跌停股。可控核聚变概念活跃，合锻智能8天4板， 上海电气、浙富控股等涨停；超导概念走强，永鼎股份、金杯电工涨停；贵金属板块上涨，山东黄金、 白银有色等涨停。 ...

公司是国内磁约束核聚变主机系统配套最全的设备制造商 中洲特材 核电公司的上游供应商,生产的阀门、焊材等产品已为中核、中广核、国核等核电设施 配套;自由锻造阀杆、阀瓣、热阀瓣应用于威海荣成石岛湾CAP1400示范核电站 海陆重工 国内核电吊篮筒体细分龙头,完成多个项目的国际、国内首件(台)制造任务;服务堆 型包括热核聚变堆（ITER）等,涵盖了国内外的各核电机组 会杯电工 公司作为扁电磁线和电线电缆优势企业,其部分电磁线产品应用于客户核聚变产业研发 项目,且具备 NbTi 超导漆包线等超导线缆产业化能力,产品间接供应给相关核聚变研 究机构用于预研 国兴电气 真空钰焊是公司第一壁、偏滤器等核聚变零部件产品的制造生产工艺之一,此前中标中 国科学院高能物理研究所高能同步辐射光源（HEPS）高次模抑制器 国产商片 海外存储芯片集体大涨:AMD与OpenAl达成四年协议,将供应后者数十万个Al芯片 通富微电 国内封测龙头,中报净利润同比增长27.72% 雅克科技 公司向SK海力士、三星电子等提供逻辑芯片,海力士占全球HBM市场80%份额 塞腾股份 1、公司通过收购全球领先的晶圆检测设备供应商日本OPTIMA涉足晶圆检测装 ...

各位朋友，今儿早盘这A股可是给了个实打实的惊喜——沪指时隔10年重新站上3900点！我是帮主郑重，盯着盘面这会儿都觉得提气，三大指数一起往上 走，连成交额都透着股"热乎劲儿"，跟大家好好掰扯掰扯这热闹背后的门道。 不过也不是所有板块都顺，旅游、影视院线、白酒这些传统消费就有点"掉队"，横店影视、中国电影早盘还跌停了，凯撒旅业、西域旅游，还有山西汾酒、 泸州老窖都往下走，这就是盘面的正常分化，资金总爱往热度高、逻辑硬的地方扎。 截至午盘，上证指数涨了1.24%，深成指和创业板指更猛，都超1.7%，北证50也稳着涨了0.25%。最关键的是成交额，半天就到了17269亿，比昨天多了3571 亿，这说明资金进场的意愿真挺强，全市场3200只个股上涨，盘面看着就敞亮，没那种"只赚指数不赚钱"的憋屈感。 再看板块，今儿简直是"科技+资源"的主场：黄金板块跟着国际金价大涨的风，四川黄金、江西铜业这些近10股直接涨停，贵金属的热度一下子就起来了； 可控核聚变更狠，国光电气直接20cm封板，融发核电、合锻智能等10多股也跟着躺平涨停，这板块今儿算是彻底"冒头"；半导体更不用说，华虹公司、灿 芯股份双双20cm涨停还创了历史新高 ...

今日A股早盘震荡反弹， 上证指数涨逾1%，时隔10年再度突破3900点。 沪深两市半日成交额1.72万亿，较上个交易日放量3547亿。盘面上热点快速 轮动，核电概念股集体大涨掀起涨停潮，合锻智能8天4板，万里石3天2板，永鼎股份、安泰科技等多股涨停。 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 芯片产业链爆发， 深科技6天3板，通富微电、华虹公司涨停创新高。有色金属板块反复活跃，精艺股份6天5板，江西铜业、河钢资源2连 板。下跌方面，影视院线概念股重挫，横店影视等多股跌停。 板块方面， 有色金属、核电、存储芯片等板块涨幅居前， 影视院线、旅游等板块跌幅居前。截至收盘，沪指涨1.24%，深成指涨1.75%， 创业板指涨1.77%。 ...