BIALUCO@EC2610A

SUPERLAND GROUP

OCT (ASIA)

GREAT WORLD

JIAODA WITHUB

CREATIVE CHINA

SMART CITY DEV

DAISHOMICROLINE

RIMBACO

SHENYANG PUBLIC

XUNCE

512400

159871

02600

159876

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159881

159608

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CHALCO: Net profit in 2025 was 12.67 billion yuan, a year-on-year increase of 2.25%

Wallstreetcn

China Southern CSI SWS Non-Ferrous Metal ETF

Yinhua CSI Non-ferrous Metal ETF

CHALCO

Hwabao WP CSI Non-ferrous Metal ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

Guotai CSI Non-ferrous Metal ETF

GF CSI Rare Metals Theme ETF

Penghua Guozheng Non-ferrous Metal Industry ETF

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

PICK

BlackRock's long position in H-shares of Aluminium Corp of China increases to 7.37% on March 19 from 6.43%, HKEX filing shows

marketscreener

SPDR S&P Mtls & Mng

Invesco DB TR Base Metals ETF

ISHRS MSCI Glb Slct Met & Mining

BlackRock

BlackRock's long position in H-shares of Aluminium Corp of China increases to 7.37% on March 19 from 6.43%, HKEX filing shows

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CENX

LME aluminum prices fell more than 8%, marking the largest decline since 2018

Yunnan Aluminium

NANSHAN ALUMINIUM

Huafon Aluminium

RUSAL

Mtalco

Century Aluminum

Alcoa

The U.S. and Israel's war with Iran has upended the supply of aluminum in the Middle East, sending prices of the base metal skyrocketing.

It's not just oil: Aluminum prices have surged as Iran conflict chokes supply

CITIC Securities' long position in H-shares of Aluminum Corporation of China decreased - HKEX

CITIC Securities' long position in H-shares of Aluminum Corporation of China decreased - HKEX

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On March 17th, the Hong Kong stock market showed a mixed performance, with the Hang Seng Index rising slightly by 0.22% and the Technology Index falling by 0.26%. Market funds exhibited a strong wait-and-see sentiment, with the aluminum and insurance brokerage sectors experiencing significant declines. In terms of individual stocks, BRIGHT SMART surged over 55% during the session, YOFC dropped more than 11%, and Tencent and Alibaba continued to lead in trading volume

Market Heartbeat

CHINAHONGQIAO

ZHONGMIAO

TOPSPORTS

EEKA FASHION

ZHOU LIU FU

BRIGHT SMART

YOFC

CITIC SEC

Hang Seng TECH Index

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

China Southern Hang Seng ETF

FL2 CSOP HSI

Guotai CSI All Share Investment Banking & Brokerage ETF

Hang Seng Index

FI2 CSOP HSI

FI CSOP HSI

Hwabao WP CSI All Share Investment Banking & Brokerage ETF

Hong Kong stock market intraday | Hang Seng Index up 0.22%, Tech Index slightly down, BRIGHT SMART surged 55%

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JP Morgan's report pointed out that China's economic activity data met expectations, with fixed asset investment rebounding but affected by weak real estate. The escalation of global tensions has heightened concerns about stagflation, leading to a sell-off in metal stocks. Aluminum and coal stocks showed relative resilience due to supply disruptions, with Morgan Stanley favoring CHALCO, CHINAHONGQIAO, and Zijin Mining as preferred stocks. In the short term, coal stocks have defensive advantages, with a dividend yield of about 5%

AASTOCKS

ZIJIN MINING

Zijin Mining

"Big Banks" JP Morgan: The top picks for Chinese basic materials stocks are CHALCO, CHINAHONGQIAO, and Zijin Mining

Plastic, Aluminum Trade at Risk as Hormuz Closure Concerns Widen, Morgan Stanley Says

Kaiser Aluminum

Global X Copper Miners

Dacheng Non-Ferrous Metal Futures ETF

iShares Copper and Metals Mining ETF

GF CSI All Share Materials ETF

Wanjia CSI Industry Non-Ferrous Metal Theme ETF

Plastic, Aluminum Trade at Risk as Hormuz Closure Concerns Widen, Morgan Stanley Says

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GIGADEVICE(03986) rose 18.41%, with a trading turnover 1.4 Billion HKD, and a year-to-date rose 166%. KNOWLEDGE ATLAS(02513) rose 14.15%, with a trading turnover 2.2 Billion HKD, and a year-to-date rose 420.7%. CHALCO(02600) fell 4.92%, with a trading turnover 1.5 Billion HKD, and a year-to-date rose 6.3%. SD GOLD(01787) fell 4.36%, with a trading turnover 752.3 Million HKD, and a year-to-date rose 5.2%.

Top Gainers & Losers

GIGADEVICE

KNOWLEDGE ATLAS

COSCO SHIP ENGY

MONTAGE TECH

CATL

SD GOLD

JIANGXI COPPER

ZIJIN GOLD INTL

Top 5 HK Stock Gainers/Losers (>100B) (3.16)

Aluminum prices have risen due to the closure of nearly 20% of capacity at a major smelter and ongoing supply disruptions from the Middle East amid the conflict in Iran. This situation raises concerns about potential shortages of aluminum, a crucial industrial metal, prompting market analysts to closely monitor the implications for global markets.

CoinLive

Aluminum Prices Rise Amid Smelter Closure and Middle East Supply Concerns

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Bahrain Aluminium announced that it has initiated a phased shutdown of three production lines, involving a capacity that accounts for 19% of its total capacity. Considering the situation in the Strait of Hormuz is unlikely to ease quickly in the short term, the company is developing alternative supply channels

- Aluminium Bahrain BSC (Alba) has begun phased shutdowns of three production lines, affecting 19% of its total capacity due to disrupted shipping in the Strait of Hormuz.  
- The shutdown aims to ensure operational stability and optimize existing raw material inventory usage amid an ongoing supply chain crisis affecting the entire Middle East aluminum industry.  
- Alba is exploring alternative supply channels as a proactive measure while managing operational capital and signaling that the production cuts are reversible once the supply chain issues are resolved.

XINGFA ALUM

Minfa Aluminium

With the closure of the Hormuz Strait, the world's largest aluminum plant can no longer hold on

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The three major indices of the Hong Kong stock market have experienced a pullback during the session due to insufficient momentum after a rise, currently fluctuating below the peak before March 12. The internet and retail sectors show divergent trends, with Tencent Holdings and Alibaba performing strongly against the trend, while weighted stocks such as SenseTime and Cathay Pacific Airways are underperforming. Funds are currently closely monitoring macro data guidance, and market sentiment is leaning towards conservatism, with active turnover in popular stocks

- On March 13, Hong Kong's major stock indices experienced a decline, with the Hang Seng Index falling by 0.75% to 25,525.13 points and failing to reach new highs.  
- Key sectors showed mixed performance, particularly in internet content and retail, with Alibaba providing some support amidst volatility.  
- Market focus is on macroeconomic indicators like foreign exchange reserves and manufacturing PMI, key for assessing future economic recovery and trade performance.

YANCOAL AUS

KINGSOFT CLOUD

ZTO EXPRESS-W

TRANSTHERA-B

BABA-W

TENCENT

Tencent

Tencent Holdings Limited

CATHAY PAC AIR

Hong Kong stocks intraday | Three major indices all fell, Tencent rose 0.55%, BRIGHT SMART soared 29.62%

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As of noon, the three major indices of the Hong Kong stock market have slightly retreated, with the Hang Seng Index down 0.48%, the Hang Seng Tech Index down 0.41%, and the China Enterprises Index down 0.01%. Overall market sentiment is cautious, with core blue-chip stocks Tencent Holdings and Alibaba rising against the trend. The performance of individual stocks in the power sector is mixed, and market turnover is concentrated in leading stocks such as Tencent, Alibaba, and CNOOC

- As of midday, Hong Kong stock indices slightly declined, reflecting cautious overall sentiment.  
- The Hang Seng Index fell 0.48% to 25,594.25, with the tech sector showing mixed performance, while notable gains were observed in oil and gas exploration stocks.  
- Investors focus on external economic changes and policy updates, adopting defensive strategies amidst heightened market volatility.

CNOOC

UNITEDENERGY GP

Sunac China

CHINA LIFE

HKEX

LINGBAO GOLD

ChinaAMC Hang Seng Technology ETF(QDII)

KraneShares 2x Long BABA Daily ETF

HSTECH ETF

Alibaba

Hang Seng China Enterprises Index

ISHARESHSTECH

Dacheng Hang Seng Technology ETF(QDII)

Hang Seng TECH ETF I

CAM HS TECH

CSOP HS TECH

GX HS TECH

Tianhong Hang Seng TECH ETF(QDII)

Penghua CSI HK Equities Technology ETF

Hong Kong Stock Midday Review | Hang Seng Index down 0.48%, Tencent and Alibaba rise against the trend

BIALUCO@EC2610A(26565.HK)

BIALUCO@EC2610A Stock Performance Chart

CHALCO: Net profit in 2025 was 12.67 billion yuan, a year-on-year increase of 2.25%

BlackRock's long position in H-shares of Aluminium Corp of China increases to 7.37% on March 19 from 6.43%, HKEX filing shows

LME aluminum prices fell more than 8%, marking the largest decline since 2018

It's not just oil: Aluminum prices have surged as Iran conflict chokes supply

CITIC Securities' long position in H-shares of Aluminum Corporation of China decreased - HKEX