MB-CNMC@EC2611A

LEOCH INT'L

STARGLORY HLDGS

INTELLIMARK W27

BEST FOOD HLDG

GAOYU FINANCE

EXTREME VISION

TIAN TU CAPITAL

HSC RESOURCES

EPI (HOLDINGS)

LAP KEI ENGRG

000758

516650

159881

159880

512400

159871

159876

01258

561330

China Nonferrous Mining (SEHK:1258) reported FY 2025 second half revenue of US$1,668.5 million and basic EPS of US$0.04, with trailing net margins at 11.8%, up from 10.4% last year. Despite a five-year earnings growth average of 10.1%, recent growth has slowed to 1.5%. Forecasts suggest revenue growth of 9.6% and earnings growth of 18.5%, indicating a gap from historical performance. The stock trades at a P/E of 14.1x, below industry averages, with a significant DCF fair value gap. Investors are advised to consider long-term trends and potential risks.

Simplywall

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

Guotai CSI Non-ferrous Metal ETF

Penghua Guozheng Non-ferrous Metal Industry ETF

China Southern CSI SWS Non-Ferrous Metal ETF

Yinhua CSI Non-ferrous Metal ETF

Hwabao WP CSI Non-ferrous Metal ETF

CHINFMINING

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

China Nonferrous Mining (SEHK:1258) Higher Net Margin Reinforces Bullish Profitability Narratives

00661

159608

China Nonferrous Mining Corporation Limited Reports Earnings Results for the Full Year Ended December 31, 2025

marketscreener

CDAYENONFER

GF CSI Rare Metals Theme ETF

China Nonferrous Mining Corporation Limited Reports Earnings Results for the Full Year Ended December 31, 2025

China Nonferrous Mining's Profit Rises 1.5% in 2025, Revenue Down 10%; Shares Up 7%

China Nonferrous Mining's Profit Rises 1.5% in 2025, Revenue Down 10%; Shares Up 7%

China Nonferrous Mining Corp posts FY revenue USD 3,420.1 million

China Nonferrous Mining Corp posts FY revenue USD 3,420.1 million

China Nonferrous Mining Declares Final 2025 Dividend and Sets Payout Timetable

Tip Ranks

OTIC

China Nonferrous Mining Declares Final 2025 Dividend and Sets Payout Timetable

00975

06600

06088

02720

00023

03858

01698

02865

06869

MONGOL MINING(00975) fell 17.66%, with a trading turnover 303.5 Million HKD, and a year-to-date rose 11.5%. ONEROBOTICS(06600) fell 13.69%, with a trading turnover 110.9 Million HKD, and a year-to-date rose 111%. FIT HON TENG(06088) fell 12.4%, with a trading turnover 506.7 Million HKD, and a year-to-date rose 11.3%.

Top Gainers & Losers

MONGOL MINING

ONEROBOTICS

FIT HON TENG

RIDGE OUTDOOR

BANK OF E ASIA

JIAXIN INTL RES

TME-SW

DRINDA

YOFC

Top 10 HK Stock Losers (2.13)

02899

03636

Shanghai copper climbs on China's plan to expand strategic reserves

ZIJIN MINING

Wanjia CSI Industry Non-Ferrous Metal Theme ETF

JCCL

TNMG

JINCHUAN INTL

JINXUN RESOURCE

GTJA Allianz SSE Bulk Commodity ETF

JIANGXI COPPER

Shanghai copper climbs on China's plan to expand strategic reserves

The registered capital of Inner Mongolia Geological and Mineral Group Co., Ltd. has increased from 538 million yuan to 10 billion yuan, an increase of approximately 1759%. The company was established in 2007, with Jia Qingdong as the legal representative. Its business scope includes investment operation and management, as well as mining rights operation. Recently, there have also been changes in several senior executives

36Kr

Inner Mongolia Geological and Mineral Group's registered capital increased to 10 billion yuan

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01787

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08299

03788

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JINXUN RESOURCE(03636) fell 14.55%, with a trading turnover 75.3 Million HKD, and a year-to-date rose 43.3%. CHIFENG GOLD(06693) fell 14.38%, with a trading turnover 946.8 Million HKD, and a year-to-date rose 34.1%. SD GOLD(01787) fell 14.31%, with a trading turnover 1.8 Billion HKD, and a year-to-date rose 27.9%.

CHIFENG GOLD

SD GOLD

GR LIFE STYLE

GT GOLD

HANKING GOLD

GANFENGLITHIUM

ZIJIN GOLD INTL

LOGAN GROUP

Top 10 HK Stock Losers (1.30)

517520

600916

Reuters

MaxWealth CSI SH-SZ-HK Gold Industry Equity ETF

China Gold

CHINAGOLDINTL

China Gold International Resources Issues 2026 Annual Production Guidance

China Nonferrous Mining (1258.HK) performed actively in the early trading session today, with major funds frequently lifting prices. Under the conditions of rising volume and price, the short-term volatility window may be accelerating. From a technical perspective, the daily MACD has clearly formed a golden cross, with volume continuing to expand. The 5-day moving average below has formed solid support, reinforcing the bullish arrangement structure. Driven by fundamentals, the recent heat in the non-ferrous metal sector has increased, with prices of copper, zinc, and lead rebounding, leading to a valuation recovery in the sector. 

In the market, several rounds of price increases in the early session were accompanied by large orders from major funds, with a temporary increase in turnover rate, and active participation from retail and quantitative funds. The trading activity has increased, with rapid price fluctuations mainly driven by sector rotation and capital games. The funding side reflects a rise in market divergence, with some profit-taking funds exiting, while medium- to long-term funds are taking advantage of the adjustments to buy at lower prices, resulting in a significant increase in short-term volatility. 

The industry logic is mainly influenced by upstream resource prices and the recovery of global demand. China Nonferrous Mining has gained major attention due to its stable production capacity and low-cost advantages, but the short-term market is greatly affected by macro fluctuations, requiring observation of industry news dynamics to gauge future directions. Additionally, recent fluctuations in the US dollar index and abnormal commodity prices have also impacted the inflow and outflow of funds in this sector. 

In terms of operations, it is recommended to closely monitor intraday anomalies and changes in major holdings. After a short-term lift by major funds, it is not advisable to blindly chase high prices. If intraday volume and market activity remain active, it may be appropriate to follow, but if a sudden pullback occurs, stop-loss measures should be set

Technical Forecast

Morning Trend | China Nonferrous Mining Main Force Frequently Rises, Is a Volatility Window Approaching?

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603993

CMOC

China Molybdenum Completes $1.2 Billion Zero-Coupon Convertible Bond Issue

China Nonferrous Mining (1258.HK) recorded three consecutive daily gains, but recently there have been frequent capital movements during trading hours, with market sentiment shifting from a unified bullish stance to increasing divergence. The MACD formed a golden cross during the week, with bulls taking the initiative in the short term, but yesterday there was a divergence between volume and price, indicating clear signs of main capital's pressure during trading, and some high-position short-term funds concentrated on cashing out. After a continuous rise in K-line, an upper shadow appeared, indicating that chasing high funds are under pressure, and the pressure to give back gains is increasing. 

From an industry perspective, the current nonferrous metal market is still dominated by fluctuations in international base metal prices. Upstream mining companies are frequently adjusting prices in the futures market for copper, zinc, lead, etc., and under the stimulation of news, the pace of main capital has accelerated. China Nonferrous Mining's profitability has marginally improved in the past two quarters, and operating cash flow has turned positive, but there is pressure from high valuations, and capital is skeptical about the sustainability of the trend. This week, market rotation has accelerated, and the leading stocks in the nonferrous sector have shown significant short-term differentiation, requiring attention to the high-low switching and rotation rhythm of capital. 

Operational advice: After three consecutive daily gains, technical analysts should pay attention to the gains and losses of the 5-day moving average; if it breaks below, consider taking profits and strictly control the risk of chasing highs in the short term. Fundamental investors should focus on the actual impact of metal price trends on performance and avoid blindly following short-term hotspots. Overall, after the main capital's movements, market chasing high divergence has intensified, and caution is needed against high-level pullbacks

Morning Trend | After three consecutive gains, CHINFMINING shows unusual activity from the main force, caution is needed for chasing high prices

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02600

The National Development and Reform Commission encourages large alumina and copper smelting enterprises to implement mergers and reorganizations to enhance industry competitiveness. Jiangxi Copper's stock price soared by over 10%, while the stock prices of CHALCO and CHINFMINING also rose

AASTOCKS

CHALCO

The National Development and Reform Commission encourages large alumina and copper smelting enterprises to implement mergers and reorganizations, Jiangxi Copper surges over 10%

MB-CNMC@EC2611A(27753.HK)

MB-CNMC@EC2611A Stock Performance Chart

China Nonferrous Mining (SEHK:1258) Higher Net Margin Reinforces Bullish Profitability Narratives

China Nonferrous Mining Corporation Limited Reports Earnings Results for the Full Year Ended December 31, 2025

China Nonferrous Mining's Profit Rises 1.5% in 2025, Revenue Down 10%; Shares Up 7%

China Nonferrous Mining Corp posts FY revenue USD 3,420.1 million

China Nonferrous Mining Declares Final 2025 Dividend and Sets Payout Timetable