Core Viewpoint - The non-ferrous metal sector is experiencing significant activity, with various companies showing notable stock price increases following the release of a growth plan by the Ministry of Industry and Information Technology for 2025-2026 [1] Group 1: Stock Performance - Ganfeng Lithium (01772) increased by 6.01%, reaching 39.5 HKD [1] - Chalco International (02068) rose by 4.41%, priced at 2.37 HKD [1] - Zhaojin Mining (01818) saw a 4.02% increase, now at 30.52 HKD [1] - Luoyang Molybdenum (03993) grew by 3.44%, trading at 14.45 HKD [1] - China Aluminum (02600) increased by 3.97%, priced at 7.85 HKD [1] - Jiangxi Copper (00358) rose by 2.45%, now at 27.6 HKD [1] Group 2: Industry Growth Plan - The growth plan indicates an average annual growth of approximately 5% in the added value of the non-ferrous metal industry from 2025 to 2026 [1] - The production of ten major non-ferrous metals is expected to grow at an average annual rate of about 1.5% during the same period [1] - Positive progress is anticipated in the domestic resource development of copper, aluminum, and lithium [1] Group 3: Market Sentiment and Forecast - Guohai Securities suggests that the recent interest rate cuts by the Federal Reserve and the introduction of the growth plan have boosted industry sentiment [1] - The operating rate in the downstream aluminum processing sector is on the rise, with a significant inventory turning point observed [1] - Minsheng Securities notes that with the Federal Reserve's rate cuts and ongoing demand during the "Golden September and Silver October" peak season, industrial metal prices are likely to continue rising [1]

消息面上，9月28日，工业和信息化部等八部门印发《有色金属行业稳增长工作方案（2025—2026 年）》，其中提到，2025—2026年，有色金属行业增加值年均增长5%左右，十种有色金属产量年均增 长1.5%左右，铜、铝、锂等国内资源开发取得积极进展。国海证券认为，短期来看，美联储如期降 息，且仍有进一步降息预期；有色金属行业稳增长工作方案出台，提振行业情绪。下游铝加工环节开工 率仍在持续回升中，库存拐点基本出现，关注"金九银十"旺季机会。民生证券指出，美联储降息落地， 商品供给干扰频发，伴随美国财政货币双宽松，叠加国内"金九银十"旺季需求，工业金属价格有望继续 上行。 有色股早盘活跃，截至发稿，赣锋锂业（002460）(01772)涨6.01%，报39.5港元；中铝国际（601068） (02068)涨4.41%，报2.37港元；招金矿业(01818)涨4.02%，报30.52港元；洛阳钼业（603993）(03993)涨 3.44%，报14.45港元；中国铝业（601600）(02600)涨3.97%，报7.85港元；江西铜业（600362）股份 (00358)涨2.45%，报27.6港元。 ...