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MANY IDEA CLOUD

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CHINA CHENGTONG

International copper closed down 0.68% in the night session, while Shanghai copper closed down 0.53%; Shanghai aluminum rose 2.55%, Shanghai zinc rose 0.25%, Shanghai lead remained flat, Shanghai nickel rose 0.59%, and Shanghai tin rose 0.01%. Alumina rose 3.24% in the night session, aluminum alloy rose 2.39%, and stainless steel rose 0.04%

Wallstreetcn

Aditya Birla Global Trading, part of India's Aditya Birla Group, is restarting its iron ore operations after suspending them in 2022. This move comes as other traders exit the market due to low volatility in iron ore prices. The company aims to focus on the Chinese market to diversify its portfolio and reduce risk. Despite a shift of energy traders into metals, the iron ore market has seen reduced price fluctuations due to consolidation by China's state buyer, China Minerals Resources Group.

Reuters

India's Aditya Birla Group restarts iron ore business, sources say

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EASY SMART GP rose 18.33%; China Energy Engineering Corporation rose 5.26%, with a transaction volume of HKD 517 million; China Railway Group rose 1.04%, with a transaction volume of HKD 60.35 million; Anhui Conch Venture fell 1.00%, with a transaction volume of HKD 28.25 million; China Communications Construction Company rose 1.41%, with a market value of HKD 82 billion

HK Stock Movers Tracker

EASY SMART GP

Hong Kong stock movement: EASY SMART GP rises 18.33%, is the sale of properties reigniting market confidence?

The European Commission announced the "Industrial Accelerator Act" (IAA), aimed at enhancing the competitiveness of EU manufacturing, with a clear tendency towards protectionism. The act requires companies to adhere to "EU manufacturing" standards in public procurement and sets additional conditions for significant investments, restricting investments from specific countries. The EU Chamber of Commerce in China expressed concerns, believing that the act could have far-reaching impacts on market openness and China-EU economic and trade cooperation

In Europe, stricter restrictions on Chinese enterprises may lead to a "lose-lose" situation, as the European Union announces legislation to strongly promote "EU manufacturing."

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Iron ore rangebound ahead of annual parliamentary meeting in China

marketscreener

iShares MSCI China

Fullgoal CSI A50 ETF

Harvest FTSE China A50 ETF

Iron ore rangebound ahead of annual parliamentary meeting in China

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The military industry sector performed actively, with North Long Dragon rising over 11%. AVIC UAS, Zhongtian Rocket, ChenXi Aviation, Jieqiang Equipment, and NNCC followed suit. The commercial aerospace concept continued to rise, with China Spacesat hitting the daily limit. Previously, Discovery Dream Science & Technology and SDGI also reached the daily limit, while Geovis, Aerospace Huanyu, and Xingtou Control rose over 10%. CHINA SATCOM approached the daily limit

- The geopolitical tensions in the Middle East have escalated, leading to significant fluctuations in oil prices and a surge in oil and gas stocks on the A-share market.  
- On March 2, the A-share indices opened lower but saw early rebounds before declining again, while precious metals and aerospace sectors experienced notable gains.  
- Meanwhile, the Hong Kong stock market faced declines across major indices, and domestic commodity futures saw widespread increases, particularly in oil and shipping indices.

CHINA SATCOM

AVIC UAS

SSE Index

Geovis

Discovery Dream Science & Technology

North Long Dragon

ChiNext

ChenXi Aviation

NNCC

Zijin Mining

China Spacesat

SDGI

Jieqiang Equipment

Aerospace Huanyu

Newmont

ZHONGJIN GOLD

Agnico Eagle Mines

SD-GOLD

Kinross Gold

SPDR Gold Shares

VanEck Gold Miners ETF

ChinaAMC Gold ETF

Sprott GLD Miners Etf

Pro Ultr GLD

Invesco Db Precious Metals ETF

Us Gbl GLD & Met

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

Abrdn Gold ETF Trust

AH shares all fell: After the Shanghai Composite Index turned positive at the beginning of the session, it turned to decline, with the ChiNext Index dropping over 1%. Oil and gas stocks surged, precious metals rose sharply, the Hang Seng Index fell over 3%, and tech stocks generally declined

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Iron ore prices increased on Monday, driven by rising freight costs due to the Iran conflict and declining shipments from major suppliers. The Dalian Commodity Exchange saw iron ore contracts rise by 0.87% to 754.5 yuan ($109.64) per metric ton, while the Singapore Exchange benchmark rose 0.85% to $99.2 per ton. Analysts noted that surging oil prices and a 0.8% drop in shipments from Australia and Brazil supported prices. However, production curbs in China's Tangshan and high iron ore stocks at Chinese ports weighed on the market.

F SSIFIRONORE

China Southern CSI SWS Non-Ferrous Metal ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

Iron ore gains as freight costs rise amid Iran war; shipments fall

The market is beginning to focus on the changes in industrial organization forms in the AI era, with industries that may be replaced by AI, industries with weakened barriers, and the long-term expectations for technology leaders being re-anchored. The impact on Chinese assets is relatively smaller compared to U.S. stocks, and the complexity of the market's projections regarding the ultimate outcome of AI may lead to mispricing. Strategic resources remain important assets in the AI era, and market expectations for three types of industries are being adjusted, with the valuation center likely to shift downward

- The article discusses the potential impacts of AI on various industries, highlighting sectors that may face disruption or declining profits as AI transforms market dynamics.  
- It notes that while the market is focused on the ultimate capabilities of AI, it often overlooks gradual changes in productivity, social structure, and political systems, necessitating an adjustment in expectations and valuations.  
- Short-term observations indicate a shift in the A-share market's response, favoring inflationary trends linked to traditional and new economies over long-term tech narratives, indicating a cautious but optimistic approach to investment.

Also talk about "HALO trading"

This Sunday, March 1st at 20:00, the founder of TanTu Macro, Cheng Tan, will hold a closed-door sharing session on how to understand the policy expectations of the new Federal Reserve Chair, Lisa D. Cook, and provide a preview of the March Federal Reserve interest rate meeting and overseas liquidity. 36 industry experts will offer their insights on major asset rotation and shifts in trends, interpreting the logic and catalysts of hot industries to assist in key decision-making

- In early 2026, global markets exhibit sharp divergence, with A-shares experiencing a pullback after an 18-day rally and record trading volumes, while US stocks face adjustments amid a hawkish outlook following Trump's Fed chair nomination.  
- The bond market shows a contrast with China's yields declining while US yields rise as expectations for Fed rate cuts become cautious.  
- Commodity markets fluctuate significantly, with precious and base metals surging while energy sectors lag due to supply-demand imbalances, prompting discussions on investment strategies for the first quarter.

Under the expected impact of the new policy from the Federal Reserve, overseas liquidity is tightening. At a time of market divergence, Cheng Tan, founder of Tantu Macro, shares insights on asset trends behind closed doors

PICK

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Iron Ore decreased to 105.85 USD/T, the lowest since November 2025.Over the past 4 weeks, Iron Ore lost 0.98%, and in the last 12 months, it increased 4.67%.

F SSIFIRONORE-U(09047.HK)

India's Aditya Birla Group restarts iron ore business, sources say

Hong Kong stock movement: EASY SMART GP rises 18.33%, is the sale of properties reigniting market confidence?

In Europe, stricter restrictions on Chinese enterprises may lead to a "lose-lose" situation, as the European Union announces legislation to strongly promote "EU manufacturing."

Iron ore rangebound ahead of annual parliamentary meeting in China