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]

Group 1 - The core viewpoint of the article highlights the active performance of non-ferrous metal stocks, with significant price increases observed in companies such as Ganfeng Lithium, China Aluminum International, and others [1] - The Ministry of Industry and Information Technology, along with eight other departments, issued a "Non-ferrous Metal Industry Stabilization Growth Work Plan (2025-2026)", projecting an average annual growth of around 5% in the value added of the non-ferrous metal industry and a 1.5% annual growth in the production of ten non-ferrous metals [1] - The report indicates that domestic resource development for copper, aluminum, and lithium is making positive progress, which is expected to boost industry sentiment [1] Group 2 - Guohai Securities notes that the recent interest rate cuts by the Federal Reserve and the expectation of further cuts, along with the issuance of the stabilization plan, are likely to enhance industry sentiment [1] - The downstream aluminum processing sector is experiencing a continuous recovery in operating rates, with a turning point in inventory levels being observed [1] - Minsheng Securities emphasizes that the combination of the Federal Reserve's interest rate cuts, frequent supply disruptions in commodities, and the seasonal demand during the "Golden September and Silver October" period is likely to lead to further increases in industrial metal prices [1]