JPCMOLY@EC2608A

LMCO Completes Brazilian Gold Mine Project Acquisition and Commences Full Operations

Citi Raises Profit Forecasts and Target Price for CMCO

JPMorgan Increases its Stake in CMOC by 8,060,604 Shares

Phillip Securities Maintains Buy Rating on China Molybdenum

Goldman Sachs Raises Profit Projections for Zijin Mining and CMOC

JPMorgan Raises Profit Forecast and Target Prices for CMOC

LuoYang Molybdenum Has Exported Cobalt Products From Congo

Friedberg: Luoyang Mo Mining Completes Acquisition of EquinoxGold's Brazilian Gold Assets

洛阳钼业 provides unconditional and irrevocable guarantee for CMOC Capital's $1.2 billion bond issuance

洛阳钼业 completes Brazilian gold mine project transfer, expected to produce 6-8 tons of gold this year

LME completes acquisition of Canadian gold mine project

Kingstone Mining's 2025 Preliminary Results Meet Expectations, 2026 Copper Production Growth Expected

LuoYang Molybdenum plans to issue 1.2 billion US dollars zero-coupon convertible bonds due in 2027

Hong Kong Stock Analyst Recommends Buying Shun Tak and Luoyang Mining

LuoYang Molybdenum Plans to Provide 3.3 Billion Yuan Guarantees to Subsidiaries for Stable Sustainable Development

Zijin Mining's Stock Price Hits a New Historical High

LiuYongMoYe Plans to Purchase Up to RMB 20 Billion in Wealth Management Products

LuoYang Molybdenum Co. expects a significant increase in net profit in 2025

Gecamines Buys 100,000 Tons of Copper from LMCO for Export to the US

HSBC Raises Target Price for CMOC to HKD18.6 Maintains Hold Rating

CT IND GROUP

KEEN OCEAN

EPI (HOLDINGS)

MOBI DEV

MS CONCEPT

NANFANG COMM

CCOE

HK ENT INTL

IDT INT'L

PUTIAN COMM

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China's dominance in critical mineral supply chains, particularly cobalt, is under scrutiny due to its reliance on imports. The Democratic Republic of Congo's export controls have significantly impacted China's cobalt supply, leading to soaring prices and competition for resources. Congo's new quota system has halted exports, causing a supply crunch. The U.S. is increasing its involvement in Congo's mineral sector, aiming to reduce China's grip on these resources. China's mining dependency poses challenges for its cobalt supply chain, highlighting vulnerabilities in its critical minerals strategy.

Reuters

Huayou Cobalt

CMOC

ROI-Congo's cobalt curbs expose China's critical metals weak spot: Andy Home

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MINIMAX-WP(00100) rose 24.56%, with a trading turnover 1.9 Billion HKD, and a year-to-date rose 413.3%. MONTAGE TECH(06809) rose 14.05%, with a trading turnover 572.0 Million HKD, and a year-to-date rose 97.4%. YUM CHINA(09987) fell 4.58%, with a trading turnover 136.7 Million HKD, and a year-to-date rose 13.1%. SERES(09927) fell 3.2%, with a trading turnover 31.0 Million HKD, and a year-to-date fell 9.5%.

Top Gainers & Losers

MINIMAX-WP

MONTAGE TECH

GIGADEVICE

LAOPU GOLD

YUM CHINA

SERES

BEKE-W

EASTROC

PRADA

Top 5 HK Stock Gainers/Losers (>100B) (2.16)

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The Hong Kong stock market opened lower and closed higher, with the Hang Seng Index rising by 0.52% and the Hang Seng Tech Index rising by 0.13%. MINIMAX-WP performed strongly, closing up 24.56%, leading a group of AI application concept stocks, while KNOWLEDGE ATLAS rose by 4.74%. The stock prices of the "AI dual giants" both reached new highs. The non-ferrous metal sector collectively surged, with CMOC rising over 6%

- On February 16, the last trading day of the Year of the Snake, the Hong Kong stock market opened lower but ultimately rose, with the Hang Seng Index increasing by 0.52% by market close.  
- The AI application sector showed strong performance, particularly MINIMAX-WP, which surged 24.56% after launching its flagship programming model.  
- Meanwhile, the non-ferrous metal sector also saw gains, driven by various demands during the Valentine's Day and the upcoming Spring Festival.

Wallstreetcn

KNOWLEDGE ATLAS

Hwabao WP CSI Non-ferrous Metal ETF

Penghua Guozheng Non-ferrous Metal Industry ETF

Guotai CSI Non-ferrous Metal ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

China Southern CSI SWS Non-Ferrous Metal ETF

Yinhua CSI Non-ferrous Metal ETF

The Year of the Snake concludes with Hong Kong stocks rising, the non-ferrous sector surging, MINIMAX-WP skyrocketing by 24%, and KNOWLEDGE ATLAS increasing by 4.74%, both reaching new highs

The Hong Kong stock market closed up 138 points today, with the Hang Seng Index at 26,705 points, the National Index up 37 points, and a total turnover of HKD 84.997 billion. The Hang Seng Index has risen 6,480 points or 32% in the Year of the Snake, marking its best performance ever. Contemporary Amperex Technology Co., Limited, CMOC, and LAOPU GOLD all saw increases, rising 2.7%, 6.4%, and 6.6% respectively. Meituan issued a profit warning, expecting a loss of RMB 23.3 billion last year, with its stock price slightly down by 0.1%

AASTOCKS

"Hong Kong Stocks" Hong Kong stocks closed up 138 points in the half-day market, Luoyang Molybdenum and Laopu Gold rose 6%, and the Hang Seng Index has accumulated a 32% increase in the Year of the Snake

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The Hong Kong Hang Seng Index closed up 0.52%, and the Hang Seng Tech Index rose 0.13%. MINIMAX-WP increased by 24.56%, and KNOWLEDGE ATLAS rose by 4.74%. LAOPU GOLD rose by 6.64%, and CMOC increased by 6.35%. Contemporary Amperex Technology Co., Limited rose by 2.71%. Due to the Spring Festival holiday, the Hong Kong stock market will be closed this afternoon

Huaan Yifu Gold ETF

On the last trading day of the Year of the Snake, Hong Kong stocks closed up, with MINIMAX-WP rising 24.56%

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Luoyang Molybdenumand Lao Pu Goldexperienced significant gains in their stock prices, rising by 5.9% and 5.6% respectively. According to Jin10, both companies have been included as constituent stocks in the Hong Kong Hang Seng Index. This inclusion is seen as a positive development for the companies, potentially increasing their visibility and attracting more investors.

CoinLive

Hang Seng Index

STOCKS | Luoyang Molybdenum and Lao Pu Gold Rise as They Join Hang Seng Index

The Hang Seng Index Company announced the inclusion of CMOC and LAOPU GOLD as constituents of the Hang Seng Index, resulting in their stock prices rising by 5.25% and 5.55%, respectively. Contemporary Amperex Technology Co., Limited (CATL) was also included, with its stock price increasing by 2.22%. The stock price of Zhongsheng fell by 2.46% after being removed. All changes will take effect after the market closes on March 6, 2026, and will be effective from March 9, 2026

CMOC and LAOPU GOLD both rose over 5% in the initial stage after being included in the Hang Seng Index constituent stocks

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Hong Kong stocks opened lower today, with the Hang Seng Index down 65 points to 26,501 points, and the National Index and Hang Seng Tech Index also opening lower. CATL and CMOC opened higher, while Alibaba and Baidu opened lower due to being listed on the U.S. military enterprise list. Meituan issued a profit warning, expecting a loss of 23.3 billion RMB last year, leading to a lower opening for its stock price. Overall market performance is relatively weak, with technology stocks generally declining

CATL

Baidu

Alibaba

BIDU-SW

BABA-W

BABA 2x Long Daily ETF - GraniteShares

Meituan

KraneShares 2x Long BABA Daily ETF

"Hong Kong Stocks" The Hang Seng Index opened 65 points lower, CATL and CMOC opened higher, while Alibaba and Baidu were relatively weak

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The Hang Seng TECH Index fell by 0.19%. CMOC and CATL will be included in the constituent stocks of the Hang Seng Index, both rising over 1%. Alibaba fell by 1.8%. Risk warning and disclaimer: The market has risks, and investment requires caution. This article does not constitute personal investment advice and does not take into account the specific investment goals, financial situation, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article are suitable for their specific circumstances. Investment based on this is at one's own risk

CAM HS TECH

Hang Seng TECH Index

China Southern Hang Seng ETF

ISHARESHSI

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

Hang Seng Composite Index

CMS HS TECH

CSOP HS TECH

On the last trading day of the Year of the Snake, the Hang Seng Index opened down 0.25%, KNOWLEDGE ATLAS rose 7.6%, and MINIMAX-WP increased by 2.9%

Hong Kong's benchmark stock index is set to include three new companies: electric vehicle battery-maker CATL, miner CMOC, and jeweler Laopu Gold. Bloomberg posted on X that this move aims to diversify the index and reflect the evolving market landscape. The inclusion of these companies highlights the growing importance of the electric vehicle and mining sectors, as well as the luxury goods market in Hong Kong's economy. This change is expected to attract more investors and enhance the index's representation of key industries.

STOCKS | Hong Kong Stock Index to Include CATL, CMOC, and Laopu Gold

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The Hang Seng Index Company announced the latest quarterly review results, with CATL, LAOPU GOLD, and CMOC being included in the Hang Seng Index constituent stocks, increasing the total to 90 stocks, while Zhongsheng Group was removed. In the case of the Hang Seng China Enterprises Index, BEKE and HORIZONROBOT-W were included, while China Resources Beer and Mengniu Dairy were removed, maintaining a total of 50 constituent stocks. There were no changes in the constituent stocks of the Tech Index

Stheadline

HORIZONROBOT-W

The Hang Seng Index quarterly review reveals that CATL, LAOPU GOLD, and CMOC have turned blue, increasing the number of blue-chip stocks to 90

Hang Seng Index Company has announced an expansion of its constituent stocks from 88 to 90. According to Jin10, the new additions include Ningde Times, Luoyang Molybdenum, and Lao Pu Gold, while Zhongsheng Group Holdings Limited has been removed from the index.

STOCKS | Hang Seng Index Expands with New Additions

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KNOWLEDGE ATLAS(02513) rose 20.65%, with a trading turnover 2.4 Billion HKD, and a year-to-date rose 317.4%. MINIMAX-WP(00100) rose 15.65%, with a trading turnover 1.9 Billion HKD, and a year-to-date rose 312.1%. TME-SW(01698) fell 9.23%, with a trading turnover 247.1 Million HKD, and a year-to-date fell 14.5%. ZIJIN MINING(02899) fell 7.64%, with a trading turnover 4.1 Billion HKD, and a year-to-date rose 16.6%.

JPCMOLY@EC2608A(25365.HK)

ROI-Congo's cobalt curbs expose China's critical metals weak spot: Andy Home

Top 5 HK Stock Gainers/Losers (>100B) (2.16)

The Year of the Snake concludes with Hong Kong stocks rising, the non-ferrous sector surging, MINIMAX-WP skyrocketing by 24%, and KNOWLEDGE ATLAS increasing by 4.74%, both reaching new highs

"Hong Kong Stocks" Hong Kong stocks closed up 138 points in the half-day market, Luoyang Molybdenum and Laopu Gold rose 6%, and the Hang Seng Index has accumulated a 32% increase in the Year of the Snake

On the last trading day of the Year of the Snake, Hong Kong stocks closed up, with MINIMAX-WP rising 24.56%