高盛公司将中国铝业A股评级下调至卖出，目标价9.10元。 ...

香港联交所最新数据显示，2025年12月30日，摩根大通增持中国铝业（601600）(02600)349.256万股， 每股作价12.1243港元，总金额约为4234.48万港元。增持后最新持股数目约为1.98亿股，持股比例为 5.01%。 ...

智通财经APP获悉，香港联交所最新数据显示，2025年12月30日，摩根大通增持中国铝业 (02600)349.256万股，每股作价12.1243港元，总金额约为4234.48万港元。增持后最新持股数目约为1.98 亿股，持股比例为5.01%。 ...

证券之星消息，1月5日工业金属板块较上一交易日上涨2.55%，兴业银锡领涨。当日上证指数报收于4023.42，上涨1.38%。深证成指报收于 13828.63，上涨2.24%。工业金属板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000426 | 兴业银锡 | 39.16 | 10.00% | 107.80万 | 40.90 乙 | | 600531 | 豫光金铅 | 12.59 | 7.15% | 144.20万 | 18.08亿 | | 601600 | 中国赣州 | 13.02 | 6.55% | 458.67万 | 59.57亿 | | 600615 | 整原書造 | 11.82 | 5.72% | 5.95万 | 6959.03万 | | 300328 | 宜安科技 | 18.01 | 5.51% | 60.53万 | 10.75亿 | | 000603 | 盛达资源 | 32.65 | 5.46% | 50.39万 | 16.35 Z | | 300697 | ...

智通财经APP获悉，花旗发布研报称，于2025年12月31日参加了紫金矿业(02899)在福建省上杭县举行的 股东特别大会。创始人兼董事长陈景河已正式退休。自其决定退休的公告发布后，尽管他仍将担任公司 高级顾问及名誉董事长，但部分投资者似乎感到担忧并选择获利了结。花旗认为这些担忧是错置的，予 紫金"买入"评级及目标价39港元。 该行相信关键原因在于，陈景河认为现在是将管理权移交给管理团队的合适时机，因为这是将紫金矿业 这家国有企业从"创始人驱动"转型为"机制驱动"的必要一步。紫金的主要股东上杭县国资委曾请求他留 任，但被他婉拒。在该行看来，这正是紫金管理团队如此强健的部分原因。花旗维持将紫金列为行业首 选股之一，连同中国铝业(02600)、中国宏桥(01378)及宁德时代(03750)。 ...

智通财经APP获悉，花旗发布研报称，于2025年12月31日参加了紫金矿业(02899)在福建省上杭县举行的 股东特别大会。创始人兼董事长陈景河已正式退休。自其决定退休的公告发布后，尽管他仍将担任公司 高级顾问及名誉董事长，但部分投资者似乎感到担忧并选择获利了结。花旗认为这些担忧是错置的，予 紫金"买入"评级及目标价39港元。 该行相信关键原因在于，陈景河认为现在是将管理权移交给管理团队的合适时机，因为这是将紫金矿业 这家国有企业从"创始人驱动"转型为"机制驱动"的必要一步。紫金的主要股东上杭县国资委曾请求他留 任，但被他婉拒。在该行看来，这正是紫金管理团队如此强健的部分原因。花旗维持将紫金列为行业首 选股之一，连同中国铝业(02600)、中国宏桥(01378)及宁德时代(03750)。 ...

Market Overview - The Hong Kong stock market opened slightly higher, with the Hang Seng Index at 26,361.44 points, up 22.97 points, a gain of 0.09% [1] - The Hang Seng Tech Index reached 5,755.28 points, increasing by 18.84 points, a rise of 0.33% [3] Company Focus - Kuaishou Technology (HK01024) saw its stock price rise over 10% in early trading [4] - Kuaishou has conducted a share buyback from December 15 to 30, 2025, repurchasing a total of 9.9627 million shares for a total amount of HKD 643 million, despite a cumulative drop of 4.37% during this period [6] Sector Performance - Technology stocks showed mixed performance, with Alibaba up over 2% and Bilibili up over 3% [6] - Oil and gas equipment stocks opened higher, with Shandong Molong rising over 13% [6] - Gold stocks were active, with Zijin Mining International up over 1% [6] - Power equipment stocks opened lower, with Goldwind Technology down over 6% [6] - Chinese brokerage stocks generally fell, with China Merchants Securities down over 1% [6] - China Aluminum Corporation rose over 6%, while new consumption stocks rebounded, with Pop Mart up over 2% and Chow Tai Fook up over 5% [6] - Newly listed company Woan Robotics (HK06600) continued to attract investment, rising over 20% in early trading and up over 50% from its issue price [6] Market Outlook - Huatai Securities believes that the current market sentiment and liquidity environment are better than in November, increasing the likelihood of successful investments in Hong Kong stocks [8] - Recommendations include continuing to invest in technology chains with performance expectations, as well as balancing cash flow assets [8] - The report highlights three key areas for investment: upstream resources in the power chain, travel-related sectors benefiting from domestic demand policies, and domestic AI leaders in the technology sector [8] - GF Securities' Liu Chenming team is optimistic about the Hong Kong market's rebound, noting a shift from traditional economic cycles to hard technology sectors like AI applications and new energy [9] - The team indicates that previous liquidity and sentiment issues that suppressed the Hong Kong market may have adjusted, suggesting potential for rebounds in the Hang Seng Tech Index [9]

Core Viewpoint - Yongjie New Materials (603271) has signed a sales contract with China Aluminum (601600) for the purchase of approximately 100,000 tons of products over the year 2026, with an estimated total value exceeding RMB 2 billion [1] Group 1 - Yongjie New Materials' wholly-owned subsidiary, Zhejiang Yongjie Aluminum Co., Ltd., will purchase products from China Aluminum's Liancheng branch [1] - The contract duration is from January 1, 2026, to December 31, 2026, with monthly purchases based on actual orders [1] - The total estimated amount for the contract is based on expected quantities and market prices, with final settlement according to actual procurement volumes [1]

Core Viewpoint - Yongjie New Materials announced a sales contract with China Aluminum Corporation's Liancheng branch, involving a total estimated procurement of approximately 100,000 tons of products over the year 2026, with a total contract value exceeding 2 billion yuan [1] Group 1 - Yongjie New Materials' subsidiary, Zhejiang Yongjie Aluminum Co., Ltd., will supply products monthly from January 1, 2026, to December 31, 2026 [1] - The estimated total amount of the contract is based on market prices and will be settled in batches according to actual orders [1] - The transaction does not require approval from the company's board of directors or shareholders [1] Group 2 - The fulfillment of the contract may be affected by macro policies and market conditions, indicating potential risks of non-fulfillment or partial fulfillment [1]

（原标题：港股午评：恒生科技指数跌0.18% 恒生指数跌0.08%） 港股午间收盘，恒生科技指数跌0.18%，恒生指数跌0.08%。个股方面，信达生物涨超6%，百济神州涨超5%，新华保险涨超5%，中国铝业涨超 4%，药明康德、石药集团涨超4%。 ...