智通财经APP获悉，香港联交所最新数据显示，9月30日，中信证券资产管理有限公司增持中国铝业 (02600)1010.6万股，每股作价8.0536港元，总金额约为8138.97万港元。增持后最新持股数目约为4.36亿 股，持股比例为11.04%。 ...

个股方面，紫金黄金国际涨12.02%，中芯国际涨9.3%，快手-W涨6.56%，快手-W涨6.45%，华虹半导体 涨5.44%，恒瑞医药涨5.29%，信达生物涨4.77%，宁德时代涨4.64%，蔚来-SW涨4.53%，三花智控涨 4.52%，百度集团-SW涨4.5%，翰森制药涨4.49%，紫金矿业涨4.42%，江西铜业股份涨4.13%；贝壳-W 跌6.21%，亿华通跌6.42%；MIRXES-B涨13.52%，天齐锂业涨13.04%。 经济观察网 港股午间收盘，恒生指数涨1.45%，恒生科技指数涨2.66%。板块方面，半导体产品与设 备、金属与采矿板块涨幅靠前；客运航空公司、建筑产品板块跌幅靠前。 ...

据中航期货数据，2025年三季度铜精矿现货TC(粗炼费)持续处于-40美元/吨的深度负值区间，创历史新 低。尽管国内8月精炼铜产量同比增加14.8%至130.1万吨，但9月至10月国内计划检修冶炼厂达10家，预 计产量环比减少1.4万吨，矿端紧张已逐渐向精炼铜供应传导。 智通财经APP获悉，周一，南方铜业(SCCO.US)涨逾4%，报122.25美元。 消息面上，近期全球铜矿生产 接连遭遇不可抗力。据五矿期货研究报告显示，自由港旗下印尼Grasberg铜矿因泥石流事故严重破坏开 采设施，预计2026年铜产量将下降约35%，较原计划减少27万吨。今年以来，刚果(金)卡莫阿-卡库拉铜 矿因矿震减产15万吨，智利国家铜业旗下埃尔特尼恩特铜矿也因坍塌事故停产。 ...

Core Viewpoint - Jiangxi Copper Co., Ltd. (00358.HK) announced a board meeting scheduled for October 28, 2025, to consider and approve the announcement regarding the company's and its subsidiaries' third-quarter performance for the nine months ending September 30, 2025, along with addressing any other matters if necessary [1] Summary by Category - **Company Announcement** - Jiangxi Copper will hold a board meeting on October 28, 2025, to discuss the third-quarter results for the nine months ending September 30, 2025 [1] - The meeting will also address any other relevant matters that may arise [1]

Domestic Market Overview - The domestic market experienced a contraction with the Shanghai Composite Index closing at 3828.11 points, down 0.65%, and the Shenzhen Component Index at 13209 points, down 1.76% [1][10] - A total of 30 first-level industries saw 10 industries rise, with the petroleum, petrochemical, environmental protection, and public utilities sectors leading the gains [1][10] - The total trading volume for the A-share market was 2.17 trillion yuan, showing a slight decrease from the previous day [1][10] Overseas Market Overview - The three major U.S. stock indices closed higher, with the Dow Jones up 0.65%, the Nasdaq up 0.44%, and the S&P 500 up 0.59% [2][5] - Notable technology stocks like Tesla and Intel rose over 4%, while Oracle fell nearly 3% [2][5] - The Nasdaq Golden Dragon China Index fell 1.56%, with many popular Chinese concept stocks declining, including Kingsoft Cloud down over 10% [2][5] News Highlights - The 2025 World New Energy Vehicle Conference was held, focusing on industry transformation and sustainable development [3][12] - The Shanghai Future Industry Fund expanded its scale from 10 billion yuan to 15 billion yuan, with 8 billion yuan already paid in [3][15] - Eight departments issued a document to promote stable growth in the non-ferrous metals industry, targeting an average annual growth of around 5% from 2025 to 2026 [3][17] - The construction of a strong transportation nation has made new progress, with the transportation strength index reaching 89.9 points, up 1.0 points from the previous year [3][19] Profit Trends - From January to August, profits of industrial enterprises above designated size totaled 46,929.7 billion yuan, a year-on-year increase of 0.9% [11] - In August, profits turned from a decline of 1.5% in the previous month to a growth of 20.4% [11] - The equipment manufacturing sector saw a profit growth of 7.2%, significantly contributing to the overall profit recovery of industrial enterprises [11]

| 新股名称 道生天合 | | 申购日期 2025-09-29 | | --- | --- | --- | | 申购代码 780026 | | 上市地点 上海证券交易所 | | 发行价格 5.98 | | 所属板块 合成树脂 | | 市盈率(倍) | 29.05 | | | 行业市盈率(倍) | 27.9 | | | 总发行数量 | 13188万股 | | | 网上发行数量 | 2769万股 | | | 网上申购上限 | 2.75万股 | | | 顶格申购需市值 上海市值27.5万 | | | 银河磁体（300127）(300127.SZ)公告称，公司拟通过发行股份及支付现金的方式购买京都龙泰100%股权。交易完成后，公司将持有京都龙泰100%的股 权。本次发行股份作为支付对价购买资产的股份发行价格确定为23.15元/股。交易双方均致力于磁性材料的研发、生产和销售。标的公司生产的永磁铁氧 体材料主要应用于直流电机，主要应用领域为汽车行业。本次交易完成后，公司将进一步扩充磁性材料的产品品种，汽车领域的产品市场份额将进一步扩 大。经公司申请，证券将于2025年9月29日（星期一）开市时起复牌。 3连板养元饮品：泉 ...

News Summary Core Viewpoint - The manganese market is experiencing fluctuations in supply and demand, with a notable decrease in manganese ore shipments from Gabon and an increase in silicon-manganese inventory among independent producers, indicating potential challenges in the market dynamics [1][3]. Supply and Inventory - Gabon's manganese ore shipments fell to 47,700 tons, while Australian ore supply has increased, leading to a slight decrease in port manganese inventory to 4.27 million tons, down by 250,000 tons [1]. - The inventory of 63 independent silicon-manganese producers reached 233,800 tons, a month-on-month increase of 34,900 tons, marking a 17-month high. The Ningxia region saw the most significant increase, with inventory rising by 30,600 tons to 169,000 tons [1]. Profitability - Current spot profits for silicon-manganese in Inner Mongolia are at -80 yuan/ton, while in Ningxia, they are at -190 yuan/ton. Hebei Steel Group set the final pricing for silicon-manganese at 6,000 yuan/ton, a decrease of 200 yuan/ton from the previous month [1]. Demand and Market Dynamics - New Lake Futures noted a decrease in silicon-manganese operating rates and weekly production, but iron output is gradually increasing, aligning with seasonal demand expectations. However, the actual demand for silicon-manganese remains uncertain, with ongoing inventory accumulation and weak spot market transactions [3]. - Guotou Anxin Futures reported that iron output has risen above 241, and silicon-manganese production continues to increase without significant inventory accumulation. Manganese ore prices have seen a slight uptick, and the market is advised to consider buying on dips due to a potential upward price correction [4].

9月26日，西部超导涨5.13%，截至发稿，报62.45元/股，成交9.42亿元，换手率2.37%，总市值405.72亿 元。 资料显示，西部超导材料科技股份有限公司位于陕西省西安经济技术开发区明光路12号，成立日期2003 年2月28日，上市日期2019年7月22日，公司主营业务涉及高端钛合金材料、超导产品和高性能高温合金 材料的研发、生产和销售。主营业务收入构成为：高端钛合金材料57.59%，超导产品29.34%，高性能 高温合金材料9.01%，其他4.07%。 从基金十大重仓股角度 诺安中证500增强A（001351）基金经理为孔宪政、王海畅。 截至发稿，孔宪政累计任职时间4年305天，现任基金资产总规模46.07亿元，任职期间最佳基金回报 69.77%， 任职期间最差基金回报-16.74%。 王海畅累计任职时间3年67天，现任基金资产总规模25.29亿元，任职期间最佳基金回报57.83%， 任职 期间最差基金回报-18.8%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投 ...

Group 1 - The core business of the company involves the research, production, and sales of high-end titanium and titanium alloy materials, primarily used in aerospace, naval, and military equipment [2] - As of June 30, 2025, the company reported a revenue of 318 million yuan, a year-on-year decrease of 22.38%, and a net profit attributable to shareholders of 40.53 million yuan, down 49.71% year-on-year [2] - The company has a total of 15,800 shareholders as of June 30, 2025, which is a decrease of 8.33% from the previous period, with an average of 5,283 circulating shares per shareholder, an increase of 17.30% [2] Group 2 - The company has cumulatively distributed 38.85 million yuan in dividends since its A-share listing [3] - As of June 30, 2025, the fourth largest circulating shareholder is Bosera Innovation Economy Mixed A, holding 715,100 shares as a new shareholder, while Western Li De Event-Driven Stock A has exited the top ten circulating shareholders [3] Group 3 - On September 24, the company's stock rose by 0.91%, with a trading volume of 60.49 million yuan, and a net financing purchase of 4.98 million yuan [1] - The current financing balance is 145 million yuan, accounting for 8.28% of the circulating market value [1] - There were no short selling activities on September 24, with zero shares sold or repaid [1]

Group 1 - The core viewpoint of the article highlights that Liqin Resources (02245.HK) has seen a significant increase in its stock price, rising over 9% and reaching a new historical high of 20.44 HKD during trading [1] - As of the report, the stock is up 9.23%, trading at 20.36 HKD, with a trading volume of 58.74 million HKD [1]