细分有色

Ganfeng Lithium Secures Orders Through H1 2027, Capacity Fully Booked, Plans 50% Output Increase Next Year

BlackRock Reduces Stake in Shandong Gold from 6.39% to 5.46%

Chifeng Gold adjusts H-share placement price to 29.82 HKD/share due to ex-rights and ex-dividend

Citi Maintains Buy Rating on CMOC with HK$29.3 Target; Copper Output Unaffected by Sulfur Price Hike

CITIC Asset Management Reduces China Aluminum Stake by 12.63 Million Shares on May 15, Raising About 134 Million HKD

Baillie Gifford sells 2.6 million shares of Ganfeng Lithium for approx 201 million HKD

Zijin Longxing Delivers First Batch of Electric Dump Trucks to Julong Copper Mine, Achieving Commercialization

China's April Rare Earth Exports Up 35.1%, Alumina Exports Surge 96.6%

HSBC Maintains Buy Rating on CMOC, Sets Target Price at 25.30 HKD

Schroders increases stake in Shandong Gold by 2.6 million shares to 5.03%

UBS Group AG Increases Stake in Tianqi Lithium by 110,000 Shares to 8.02%

Zijin Mining to Hold Annual General Meeting on June 5, Proposes Dividend of 3.8 CNY per 10 Shares

HSBC Research Releases H-Share Copper Report: Zijin, CITIC, and Meiliyun Get Buy Ratings

Morgan Stanley Increased Holding in Tianqi Lithium by Approx. HK$21.41 Million on May 11

Tianqi Lithium Issues 1.43 Million New H Shares for Convertible Bond Conversion

Baillie Gifford Reduces Holding in Ganfeng Lithium by 2.4971 million Shares

UBS Increases Short Position in Tianqi Lithium H Shares

Zijin Mining Reports Significant Q1 2026 Growth

JPMorgan Cuts Stake in CMOC by 2.139 Million Shares

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Wind data shows that as of 5:00 PM on April 13, 57 non-ferrous metal listed companies in A-shares have disclosed their 2025 annual reports, with 42 companies achieving year-on-year growth in net profit attributable to the parent company, accounting for approximately 73.68%. Looking at the first quarter 2026 performance forecasts, 14 non-ferrous metal listed companies in A-shares have disclosed their forecasts so far, with 13 companies issuing positive forecasts, representing a positive forecast ratio of approximately 92.86%. (China Securities Journal)

Wallstreetcn

Non-ferrous Metal

CNI NONFERROUS METAL

Penghua Guozheng Non-ferrous Metal Industry ETF

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

Strong Product Supply and Demand Boost Sector Sentiment, Non-ferrous Metal Listed Companies Deliver Impressive Earnings

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The A-share non-ferrous metal industry showed strong performance in the 2025 annual report, with over 70% of companies experiencing year-on-year net profit growth, and 92.86% of enterprises forecasting positive results in the first quarter of 2026. Analysts believe that the increase in demand for industrial products is the main factor, as PPI data has continued to rise since October 2025, driving up non-ferrous metal prices. Changes in the supply and demand structure have also affected industry performance, with the strong performance of small metals such as rare earths, tungsten, and antimony being seen as a result of strategic reassessment rather than short-term speculation

腾讯新闻 - 财经

Tianhong CSI Industrial Non-ferrous Metal ETF

China Merchants CSI Nonferrous Metal Mining ETF

China Universal CSI Subdivision Non-Ferrous Metal Industry Theme ETF

China Southern CSI SWS Non-Ferrous Metal ETF

Wanjia CSI Industry Non-Ferrous Metal Theme ETF

SWSC

Over 70% of companies in the A-share non-ferrous metal sector saw an increase in net profit last year, with a positive forecast rate exceeding 90% in the first quarter

The supply of electrolytic aluminum in the Middle East has been significantly disrupted due to the US-Iran conflict, with aluminum industrial facilities in the UAE being attacked, leading to the shutdown of the EGA Tiwala smelter, which is expected to take 12 months to resume production. The total reduction in output reaches 2.17 million tons, accounting for 2.89% of the global supply. In the context of a peak consumption season and inventory destocking, electrolytic aluminum has become a popular industrial metal. The industrial non-ferrous ETF Penghua rose by 1.21%, and the CSI Industrial Non-Ferrous Metals Theme Index increased by 1.47%

The industrial metals ETF Penghua rose over 1.2%, as disruptions in Middle Eastern electrolytic aluminum supply exceeded expectations

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On April 8, 2026, the Non-Ferrous Metal ETF ChinaAMC (516650) rose by 6.43%, and the CSI Subdivision Non-Ferrous Metal Industry Theme Index (000811) increased by 6.15%. The market sentiment was boosted by the easing of geopolitical tensions and the rebound in manufacturing PMI. Huatai Securities is optimistic about the oversold rebound opportunities in the non-ferrous metal sector, believing that the fundamentals supporting gold and industrial metals remain intact, while rare earths and other minor metals show strong resilience, making the overall recovery opportunities worth paying attention to

Zijin Mining

MOON-TECH

Hwabao WP CSI Non-ferrous Metal ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

ZHONGJIN GOLD

The non-ferrous metal ETF rose 6.43% during the session, with institutions optimistic about the oversold rebound opportunities in the non-ferrous metal sector

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As of April 8, 2026, the China Securities Subdivision Non-ferrous Metal Industry Theme Index (000811) rose by 6.10%, with multiple stocks such as Hunan Gold and Western Region Gold hitting the daily limit. The Non-ferrous Metal ETF ChinaAMC (516650) increased by 6.43%. The Q1 2026 report shows that 48 listed companies released performance forecasts, with 24 companies expecting a year-on-year net profit increase of over 100%. The growth in performance is mainly concentrated in industries such as semiconductors and non-ferrous metals. In the long term, gold's value as a safe-haven asset is becoming increasingly prominent

Hunan Gold

SD-GOLD

WESTERN REGION GOLD

Hunan Gold, Western Region Gold and other stocks hit the daily limit, the non-ferrous metal ETF ChinaAMC rose by 6.43%, continuing the high prosperity in the first quarter report

细分有色(000811.SH)

Strong Product Supply and Demand Boost Sector Sentiment, Non-ferrous Metal Listed Companies Deliver Impressive Earnings

Over 70% of companies in the A-share non-ferrous metal sector saw an increase in net profit last year, with a positive forecast rate exceeding 90% in the first quarter

The industrial metals ETF Penghua rose over 1.2%, as disruptions in Middle Eastern electrolytic aluminum supply exceeded expectations

The non-ferrous metal ETF rose 6.43% during the session, with institutions optimistic about the oversold rebound opportunities in the non-ferrous metal sector

Hunan Gold, Western Region Gold and other stocks hit the daily limit, the non-ferrous metal ETF ChinaAMC rose by 6.43%, continuing the high prosperity in the first quarter report