绿科科技国际(00195)发布公告，Bluestone Mines Tasmania合营企业(BMTJV)的雷尼森项目，其中YT Parksong Australia Holding Pty Limited(YTPAH)持50%权益，2025年10月至12月季度(季度)的锡产量为 3319吨，比上一季度的锡产量上升46.1%。矿石开採品位为2.34%，较上一季度上升0.83个百分点。季度 平均回收率为82.34%，比上一季度上升5.95个百分点。 ...

格隆汇1月29日｜铜价创下历史新高后，美股上市铜矿商股价盘前上涨，必和必拓(BHP.US)涨4.1%，力 拓(RIO.US)涨3.3%。 ...

| GROUP PRODUCTION AND CASH COSTS | | | Year to date | | Q4 | Q3 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 2025 | 2024 | % | 2025 | 2025 | % | | Copper production | Kt | 653.7 | 664.0 | (1.6) | 177.0 | 161.8 | 9.4 | | Copper sales | Kt | 666.3 | 645.5 | 3.2 | 201.0 | 141.3 | 42.3 | | Gold production | koz | 211.3 | 186.9 | 13.1 | 66.3 | 53.9 | 23.0 | | Molybdenum production | Kt | 15.8 | 10.7 | 47.7 | 4.4 | 3.9 | 12.8 | | Cash costs before by-product credits 117 | $/lb | 2.38 | 2.37 | 0.4 ...

通过一系列新矿和重启，该公司致力于到203年提升全年铜产量至160万吨。 锌方面，下半年产量增加39万吨，和上半年相比增长8%，得益于McArthur River、Kidd和Kazzinc贡献增加。 2025年全年，锌产量达到96.94万吨，较2024年的90.5万吨增长7%。 全年铅产量为17.89万吨，较上年的18.59万吨减少4%；镍产量为7.19万吨，较2024年的8.23万吨下降13%。 1月29日（周四），尽管下半年产量有所回升，但由于矿石品位下降和回收率降低，嘉能可（Glencore）全年铜产量仍下降。 这家大宗商品交易巨头表示，2025年铜产量为851,600吨，位于此前预估区间85-87.5万吨的低端，较上年的95.16万吨下降11%。嘉能可称，由于旗下数个矿 场的矿石品位和回收率提升，下半年产量比上半年高出近50%。 嘉能可今年铜产量指引介于81-87万吨之间，不分是由于矿石品位下降以及智利Collahuasi矿的用水受限。 该公司称，黄金产量下降18%，从2024年的73.8万盎司降至60.4万盎司。全年白银产量为2,042.5万盎司，较2024年的1,928.6万盎司增加6%。 与此同 ...

Market Overview - In January 2026, the A-share market showed a growth style dominance with structural differentiation, where the STAR 50 and CSI 1000 indices rose over 10%[4] - The Hang Seng Index and other major indices saw gains exceeding 5%, while the ChiNext and Shanghai Composite Index increased by over 3%[4] Investment Themes - The trading focus in January continued to revolve around "growth stocks and cyclical stocks," driven by technological upgrades in AI, semiconductor equipment, and commercial aerospace sectors[4] - Geopolitical factors led to rising international precious metal prices, benefiting cyclical sectors like copper and aluminum, as well as strategic resources such as lithium and rare earths[4] February Market Outlook - February is expected to be a "window period" for market confidence, driven by high growth expectations in new economies and relatively abundant liquidity before the Spring Festival[4] - The market is likely to see accelerated rotation in sectors like technology and non-ferrous metals, with strong earnings reports becoming focal points[4] Key Stock Recommendations - Top stock picks for February include Zijin Mining (601899.SH) with a projected EPS growth from 1.21 in 2024 to 3.37 in 2026, reflecting a strong outlook due to rising copper prices[6] - Yara International (000893.SZ) is recommended due to expected high potassium fertilizer prices, with EPS forecasted to rise from 1.03 in 2024 to 2.93 in 2026[6] Risk Factors - Risks include unexpected policy changes, commercialization outcomes falling short of expectations, and delays in product development and market entry[4]

Group 1 - The Hang Seng Index increased by 0.51%, closing at 27,968.09 points, with a total market turnover of 331.99 billion HKD [1] - The southbound trading data revealed significant net purchases in certain stocks, including 2.395 billion HKD in the Tracker Fund of Hong Kong, 800 million HKD in Tencent Holdings, and 643 million HKD in Xiaomi Group-W [1][2] - Conversely, net sales were observed in China Mobile, Zijin Mining, and Alibaba-W, with net outflows of 646 million HKD, 377 million HKD, and 331 million HKD respectively [1][2] Group 2 - The Tracker Fund of Hong Kong recorded a closing price of 28.18 HKD, with a price increase of 5.00% [2] - Tencent Holdings closed at 622.00 HKD, reflecting a price increase of 1.60% [2] - Xiaomi Group-W had a closing price of 36.62 HKD, with an increase of 8.30% [2] - In contrast, stocks like Huahong Semiconductor and Alibaba-W experienced significant declines, with Huahong Semiconductor dropping by 53.00% and Alibaba-W decreasing by 1.20% [2]

Asia Pacific Equity Research 26 January 2026 This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. Zijin-A/H Key beneficiary with gold at 5k; Recent call takeaways reaffirming our constructive view We hosted Zijin Mining's IR representative for a call last Friday ...

Core Viewpoint - China Rare Earth Holdings (03788) has successfully completed the subscription and placement of shares as per the terms of the agreements, with all conditions met for the transactions scheduled for January 29, 2026 [1] Subscription Summary - A total of 43.96 million subscription shares were issued at a subscription price of HKD 3.80 per share to various subscribers, including 10.26 million shares to Zijin Global Fund, 7.90 million shares to Luyin, 5.30 million shares to Oriental Gold, and 20.50 million shares to Manna Lake [1] - All subscribers and their ultimate beneficial owners are confirmed to be independent third parties [1] Placement Summary - A total of 162 million placement shares were successfully placed at a price of HKD 3.80 per share to no fewer than six placers [1] - All placers and their ultimate beneficial owners are confirmed to be independent third parties, with no placers becoming major shareholders due to the placement [1]

进一步统计，近3个月内该股累计发生1笔大宗交易，合计成交金额为316.4万元。该股近5个交易日累计 上涨30.53%，主力资金合计净流入5.04亿元。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月29日，西部矿业收涨4.16%，收盘价为39.55元，发生1笔大宗交易，合计成交量8万股，成交金额 316.4万元。 第1笔成交价格为39.55元，成交8.00万股，成交金额316.40万元，溢价率为0.00%，买方营业部为中国国 际金融股份有限公司深圳分公司，卖方营业部为中国国际金融股份有限公司北京建国门外大街证券营业 部。 ...

智通财经APP讯，布莱克万矿业(00159)发布公告，于2025年12月31日，本集团的综合现金状况为270万 港元。 ...