Group 1 - The "Dongjiang Lake Cloud Nest" data center in Hunan's Zixing City utilizes natural cold water from Dongjiang Lake to reduce energy consumption, highlighting the growing demand for computing power and data storage driven by new technologies like artificial intelligence [1] - China Construction Bank provided a comprehensive financial service plan totaling 152 million yuan to support the development of the national green data center [1] - As of the end of Q3 2025, Hunan's green loan balance exceeded 1.3 trillion yuan, reflecting a 21.1% increase since the beginning of 2025, indicating a strong commitment to green finance and transformation [1] Group 2 - The completion of a comprehensive water environment governance project in Yiyang City by the end of 2025 will mark Hunan's first integrated project for the protection of the Yangtze River, featuring unified management of water supply and drainage systems [2] - Hunan has established provincial-level transformation financial standards to support the green transition of manufacturing industries, focusing on sectors like engineering machinery, automotive manufacturing, and non-ferrous metal smelting [2] - The core of transformation finance is to provide targeted financial support for high-carbon industries such as steel and energy to transition towards low-carbon and zero-carbon operations [2] Group 3 - The Zhengrun Casting Company in Hunan's Jiahe County has benefited from the establishment of a carbon emission account, allowing it to secure a "Green Casting Loan" to invest in technology improvements and reduce production costs [3] - By the end of November 2025, key enterprises in the casting and forging industry in Chenzhou received loans totaling 33.8 million yuan [3]

1月9日，中金岭南涨5.15%，截至发稿，报6.53元/股，成交7.86亿元，换手率2.76%，总市值290.01亿 元。 资料显示，深圳市中金岭南有色金属股份有限公司位于广东省深圳市福田深南大道6013号中国有色大厦 23-26楼，成立日期1984年9月1日，上市日期1997年1月23日，公司主营业务涉及主要从事铅锌等有色金 属的采矿、选矿、冶炼、销售及有色金属贸易业务;铝型材、幕墙门窗、电池材料等业务。主营业务收 入构成为：铜冶炼产品65.69%，有色金属贸易业务13.52%，铅锌冶炼产品12.39%，精矿产品5.45%，电 池、复合材料4.35%，铝型材0.88%，其他0.83%。 从基金十大重仓股角度 数据显示，建信基金旗下1只基金重仓中金岭南。建信中证500指数量化增强发起A（016267）三季度持 有股数14.62万股，占基金净值比例为1.12%，位居第四大重仓股。根据测算，今日浮盈赚取约4.68万 元。 建信中证500指数量化增强发起A（016267）成立日期2022年12月23日，最新规模5701.97万。今年以来 收益4.31%，同类排名1888/5509；近一年收益42.43%，同类排名1 ...

广发早知道-汇总版 投资咨询业务资格： 广发期货研究所 电 话：020-88818009 E-Mail：zhangxiaozhen@gf.com.cn 目录： 每日精选： 每日重点关注品种逻辑解析 金融衍生品： 金融期货： 股指期货、国债期货 贵金属： 黄金、白银、铂、钯 集运欧线 商品期货： 有色金属： 铜、氧化铝、铝、铝合金、锌、锡、镍、不锈钢、碳酸锂、工业硅、多 晶硅 黑色金属： 钢材、铁矿石、焦煤、焦炭、硅铁、锰硅 农产品： 油脂、粕类、玉米、生猪、白糖、棉花、鸡蛋、红枣、苹果 能源化工： PTA、乙二醇、苯乙烯、纯苯、短纤、瓶片、烧碱、PVC、LLDPE、PP、 甲醇、合成橡胶、橡胶、玻璃纯碱 2026 年 1 月 9 日星期五 证监许可【2011】1292 号 组长联系信息： 张晓珍（投资咨询资格：Z0003135） 电话：020- 88818009 邮箱：zhangxiaozhen@gf.com.cn 周敏波（投资咨询资格：Z0010559） 电话：020-81868743 邮箱：zhoumingbo@gf.com.cn 朱迪（投资咨询资格：Z0015979） 电话：020-88818008 邮 ...

智通财经APP获悉，金浔资源(03636)首挂上市，公告显示，每股定价30港元，共发行3676.56万股股 份，每手200股，所得款项净额约10.43亿港元。截至发稿，涨26.67%，报38港元，成交额1.43亿港元。 金浔资源的核心业务专注于开发及供应优质铜资源，以满足中国庞大的铜需求。公司利用非洲丰富的铜 储量，战略性地扩大产能，并实现了整个产业价值链的深度整合。公司在刚果(金)及赞比亚建立了先进 的阴极铜冶炼业务，大幅提升公司的经济效益及市场地位。此外，利用非洲矿石储量中铜和钴天然伴生 的优势，公司正积极发展下游钴相关产品生产业务，使自身在快速增长的新能源材料领域进行了战略性 布局。 招股书显示，金浔资源是是优质阴极铜的领先制造商，在刚果(金)及赞比亚拥有强大的影响力。根据弗 若斯特沙利文的资料，截至2024年12月31日，按在刚果(金)及赞比亚的产量计，公司在中国阴极铜生产 商中排名第五，并为两个司法管辖区中唯一排名前五大的中国公司。 ...

1. Report's Industry Investment Rating No relevant content provided. 2. Core View of the Report - The market's optimistic sentiment has cooled rapidly, leading to significant adjustments in base metals. In the short - to - medium term, the real demand is weak, but the logic of weak US dollar expectations and supply disruption concerns remains unchanged. Opportunities for low - buying and long - holding of copper, aluminum, and tin can be continued to be monitored. In the long term, there are still expectations of potential incremental stimulus policies in China, and the supply disruption issues of copper, aluminum, and tin persist. The supply - demand situation is expected to tighten, and the price trends of copper, aluminum, and tin are optimistic [2]. 3. Summary by Relevant Catalogs Copper - **Information Analysis**: The National Development and Reform Commission emphasized optimizing copper smelting capacity. The 2026 copper concentrate long - term contract processing fee was set at $0/ton and $0/pound. In December, China's electrolytic copper production increased by 75,000 tons month - on - month and 7.5% year - on - year, with a cumulative increase of 11.38% from January to December. The Mantoverde copper mine in Chile will have a strike, and the second - phase project of the Mirador copper mine in Ecuador has been postponed [7][8]. - **Main Logic**: The Fed's restart of interest rate cuts and balance sheet expansion support copper prices. However, the short - term market sentiment has cooled. Copper supply disruptions continue to intensify, and the supply is expected to tighten. The smelting supply is expected to shrink, while the demand is weak in the short term but may tighten in the long term [8]. - **Outlook**: Copper prices are expected to be volatile and bullish [8]. Alumina - **Information Analysis**: On January 8, the spot prices of alumina in different regions showed different trends, with some remaining flat and some declining. The alumina warehouse receipts were 154,828 tons, unchanged from the previous day [9]. - **Main Logic**: The recent macro sentiment has magnified the price fluctuations. The high - cost production capacity has some fluctuations, but the supply contraction is insufficient. The inventory is still accumulating, and the cost support is average. The price is at the bottom and fluctuating, but the price volatility may increase [9]. - **Outlook**: The current supply - demand is in surplus, but the valuation is low. Alumina is expected to maintain a volatile trend [9]. Aluminum - **Information Analysis**: On January 8, the average price of SMM AOO aluminum decreased by 140 yuan/ton compared with the previous day. The inventory of aluminum ingots and aluminum rods in the main consumption areas increased. The electrolytic aluminum warehouse receipts of the Shanghai Futures Exchange increased. Some enterprises launched the "aluminum - for - copper" standard implementation work, and Henan Hengkang Aluminum transferred its production capacity [10][11]. - **Main Logic**: The macro - outlook is positive. The domestic operating capacity and start - up rate are high, but the overseas supply has constraints. The high - level aluminum price has suppressed demand in the short term, and the inventory has accumulated. Overall, the short - term macro - outlook and supply - demand expectations support the price [11]. - **Outlook**: In the short term, the price is expected to be volatile and bullish, and the price center may rise in the medium term [11][12]. Aluminum Alloy - **Information Analysis**: On January 8, the price of Baotai ADC12 decreased by 200 yuan/ton compared with the previous day [13]. - **Main Logic**: The cost support is strong due to the tight supply of scrap aluminum. The supply is restricted by factors such as raw material shortage and profit inversion, and the demand is mainly for rigid procurement in the short term and may improve marginally in the medium term. The inventory has a slight decline in the social inventory but an increase in the warehouse receipt inventory [13]. - **Outlook**: In the short and medium terms, the price is expected to be volatile and bullish [13]. Zinc - **Information Analysis**: On January 8, the spot premiums of zinc in different regions were different. As of January 8, the SMM seven - region zinc ingot inventory increased. The Mount Isa railway line in Australia was damaged, affecting zinc concentrate supply [14][15]. - **Main Logic**: The macro - outlook is stable. The zinc ore supply is tight in the short term, and the refinery profit has declined. The domestic zinc ingot supply pressure is not large in the short term, and the demand is in the off - season. The zinc price may be volatile in the short term and may decline in the long term [15]. - **Outlook**: The zinc price is expected to be volatile [15][16]. Lead - **Information Analysis**: On January 8, the price of waste electric vehicle batteries remained unchanged, and the price of SMM1 lead ingots decreased. The social inventory of lead ingots and the warehouse receipts of Shanghai Lead increased. After the New Year's Day holiday, the upstream and downstream of the lead industry chain resumed trading, but the downstream was cautious in purchasing [17]. - **Main Logic**: The spot premium increased, and the supply decreased due to factors such as profit narrowing and environmental protection. The demand from the electric bicycle sector weakened, while that from the automotive battery sector improved, but the overall demand is in a downward trend [17]. - **Outlook**: The lead price is expected to be volatile [18]. Nickel - **Information Analysis**: On January 8, the Shanghai nickel warehouse receipts and LME nickel inventory increased. The Indonesian energy and mineral resources minister did not disclose the specific nickel ore quota. The price of sulfur in some regions increased. Indonesia plans to adjust the nickel production quota to match the downstream demand [18][19]. - **Main Logic**: The supply pressure of nickel remains high, and the demand is in the off - season, resulting in an oversupply situation. The Indonesian nickel ore quota is expected to be unstable, and the actual implementation needs to be monitored [20]. - **Outlook**: The nickel price is expected to be volatile, and the Indonesian policy changes need to be continuously tracked [20]. Stainless Steel - **Information Analysis**: The stainless steel futures warehouse receipts decreased. The spot premium of Foshan Hongwang 304 was - 75 yuan/ton. The price of high - nickel pig iron increased. Indonesia plans to adjust the nickel production quota [21]. - **Main Logic**: The cost of stainless steel is supported, but the terminal demand is cautious. The inventory may accumulate in the off - season, and the warehouse receipts are at a low level [21]. - **Outlook**: The stainless steel price is expected to be volatile, and the Indonesian policy changes need to be continuously tracked [22]. Tin - **Information Analysis**: On January 8, the London tin warehouse receipts decreased, and the Shanghai tin warehouse receipts increased. The Shanghai tin positions decreased. The spot price of tin decreased [24]. - **Main Logic**: The tin supply is facing problems such as production restrictions in Myanmar, Indonesia, and Africa. The supply is expected to tighten. The demand is expected to increase due to factors such as the semiconductor industry's high growth and the need for inventory reconstruction [24]. - **Outlook**: The tin price is expected to be volatile and bullish [24]. Market Index Monitoring - On January 8, 2026, the comprehensive index of CITICS Futures commodities decreased. The commodity 20 index was 2717.76, down 1.00%; the industrial products index was 2317.04, down 1.19%. The non - ferrous metals index was 2773.31, with a daily decline of 2.56%, a 5 - day increase of 3.25%, a 1 - month increase of 9.49%, and a year - to - date increase of 3.25% [151][152][154].

登录新浪财经APP 搜索【信披】查看更多考评等级 股票代码：601600 股票简称：中国铝业 公告编号：临2026-001 中国铝业股份有限公司 第九届董事会第九次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担个别及连带责任。 2026年1月8日，中国铝业股份有限公司（以下简称"公司"）召开第九届董事会第九次会议。本次会议应 出席董事6人，实际出席董事6人，有效表决人数6人。会议由公司董事长何文建先生主持。公司部分高 级管理人员列席会议。本次会议的召集、召开和表决程序符合《中华人民共和国公司法》等有关法律、 法规及《中国铝业股份有限公司章程》的规定。会议审议并一致通过了以下2项议案： 一、关于提名公司第九届董事会董事候选人的议案 公司董事会收到蒋涛先生的书面辞呈，因工作需要，蒋涛先生提请辞去公司执行董事、副总经理及在董 事会专门委员会中的一切职务，即日生效。 鉴于蒋涛先生的辞任，并考虑目前公司董事会席位空缺情况，经公司第九届董事会换届提名委员会审核 通过，并经董事会审议，同意提名张瑞忠先生为公司第九届董事会执行董事候选人， ...

滨州日报/滨州网沾讯 在魏桥创业集团推进全域数智化转型的战略指引下，集团旗下沾化汇宏新材料有 限公司（下称"汇宏新材料"）敢为人先，以创新为引擎，将智能化从概念变为生产线上实实在在的变 革。如今，一条覆盖从原料到成品环节的全流程智能化链条已然成型，在提质增效、安全环保等方面结 出硕果，让传统生产模式焕发出新的活力。 所有这些来自生产一线的实时数据，如同百川归海，汇聚到公司打造的生产可视化集控中心。这里已成 为工厂的"神经中枢"和"决策大脑"，管理人员可以远程、实时掌握生产全貌，并基于数据进行趋势分析 和决策优化。 聚焦关键场景，实现安全与效能双提升 智能化改造并非"广撒网"，而是聚焦于安全风险最高、劳动强度最大的环节，力求一击即中，取得立竿 见影的成效。 在危险化学品卸车区，改造前，员工必须近距离完成介质连接、浓度检测等操作，存在较高的安全风 险。如今，全自动卸车系统实现了全程无人化操作，从根本上杜绝了人身伤害风险，卸车效率也大幅提 升。 在动力系统，"一键顺控"将以往繁琐耗时的人工倒闸操作转化为程序自动执行，大幅提升效率与安全 性；智能巡检则通过传感器替代人工巡检，不间断采集分析设备温度、振动等参数，实现了 ...

Core Viewpoint - Jiang Tao has resigned from his positions as Executive Director and Deputy General Manager of China Aluminum Corporation (referred to as "China Aluminum") due to work requirements, and he will no longer hold any positions in the company or its subsidiaries [1][4]. Group 1: Resignation Details - On January 8, 2026, China Aluminum's board received Jiang Tao's written resignation, which was accepted, and he will not continue in any roles within the company or its subsidiaries [4][5]. - Jiang Tao's resignation will not affect the minimum number of directors required by law, nor will it impact the normal operations of the board or the company's production and management [7]. Group 2: Board Candidate Nominations - The board has nominated Zhang Ruizhong as a candidate for Executive Director and Guo Gang as a candidate for Non-Executive Director, which will be submitted for election at the shareholders' meeting [4][9]. - Both candidates have been reviewed and approved by the board's nomination committee, confirming their qualifications and absence of any disqualifying conditions under the Company Law of the People's Republic of China [9]. Group 3: Candidate Profiles - Zhang Ruizhong, 53, is currently the General Manager and Deputy Secretary of the Party Committee of China Aluminum, with extensive experience in non-ferrous metal smelting and management [14]. - Guo Gang, 56, has a Ph.D. in Management Science and Engineering and has held various positions in auditing and corporate management, currently serving as a dedicated director in a subsidiary of China Aluminum [15].

中国铝业（601600）1月8日晚间发布公告，因工作需要，蒋涛辞去公司执行董事、副总经理及董事会 ESG委员会委员职务；另外，提名两位董事候选人。 同日，公司召开第九届董事会第九次会议，审议通过了《关于提名公司第九届董事会董事候选人的议 案》，同意提名张瑞忠为公司第九届董事会执行董事候选人，提名郭刚为公司第九届董事会非执行董事 候选人，并提交公司股东会履行选举程序。 其中，张瑞忠，现任本公司总经理、党委副书记，在有色金属冶炼、材料工程合金技术及企业管理方面 拥有丰富经验，曾担任过山东华宇合金材料有限公司铝加工事业部直属党支部书记、经理，中铝山西新 材料有限公司副总经理，包头铝业（600472）有限公司副总经理、执行董事、党委书记、董事长，内蒙 古华云新材料有限公司董事长，包头铝业(集团)有限责任公司董事长。 郭刚在审计、企业管理等方面拥有丰富经验，曾在鑫宏轻金属有限公司、中国有色金属工业总公司、国 家有色金属工业局等任职，担任过中国铝业公司办公厅秘书处副处长等职务，现任中国铝业集团有限公 司所属企业专职董事、包头铝业有限公司董事及中铝海外发展有限公司董事。 目前张瑞忠持有公司A股股份14.71万股，为公司20 ...

△项目投产仪式现场。本文图片均由金川集团新闻中心提供 近日，金川集团铜贵股份有限公司"羰基尾料铂族金属高效分离提取技术产业化项目暨废气集中治理高排项目"正式竣工投产。其中，羰基尾料处 理生产线是国内首条实现规模化处理同类物料的生产线，标志着金川集团在贵金属资源高效循环利用、绿色低碳发展以及关键战略资源自主可控 方面取得重大突破。 来源：新甘肃客户端 "羰基尾料铂族金属高效分离提取技术产业化项目"作为金川集团2024年度重大技术改造项目，总投资达1.27亿元。项目自2024年9月启动建设，于 2025年12月28日建成。该项目的核心突破在于成功攻克了从成分复杂的羰基尾料中，高效分离提取铂、钯、铑、钌、铱等稀缺铂族金属的关键技 术难题。这不仅实现了对金川特色矿产资源中高价值战略资源的高效回收与增值利用，也显著增强了我国在铂族金属领域的战略保障能力。 编辑：常远 △羰基尾料处理生产线。 在项目建设过程中，面对跨冶金、建筑、化工、机电安装等多领域的技术集成挑战，以及工期紧张、任务繁重、场地交叉作业复杂等多重困难， 建设者通过优化设计方案、科学统筹施工、严格把控质量，最终确保项目高质量按期完成。 作者：谢晓玲 同步竣工 ...