Wanjia CSI Industry Non-Ferrous Metal Theme ETF

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

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

JPMorgan Cuts Stake in CMOC by 2.139 Million Shares

CHINALCO Authorizes Repurchase of Up to 10% of A Shares and H Shares

XINGYE SILVER & TIN released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue CNY 2.13 B, actual EPS CNY 0.7533

LuoYang Molybdenum Group Authorized to Use Internal Funds for Deposits and Wealth Management

Western Mining released FY2026 Q1 earnings on April 28, 2026 (BJT) with actual revenue of CNY 18.72 B and EPS of CNY 0.67

TIANSHAN ALUMINUM released FY2026 Q1 earnings on April 28 (BJT), actual revenue CNY 8.444 B, actual EPS CNY 0.48 (forecast EPS CNY 0.4776)

LuoYang Molybdenum Will Maintain Normal Production of Cobalt Mines in Congo

Jiangxi Copper Announces Revenue and Net Profit Growth in Q1 2026

LME Announces Odin Mining Project to Commence Production in 2029 at Shareholders' Meeting

Leaders of CMOC Reassured Shareholders That Mining Dispute In Brazil Has No Impact on Operation

TNMG released FY2026 Q1 earnings on April 28 During-Market (BJT), actual revenue CNY 64.7 B, actual EPS CNY 0.1

CNRE released FY2026 Q1 earnings on April 28 During-Market (BJT), actual revenue CNY 11.86 B, actual EPS CNY 0.2539

JCCL released FY2026 Q1 earnings on April 28 After-Market (BJT), actual revenue CNY 139.12 B (forecast CNY 126.82 B), actual EPS CNY 0.82

Ecuadorian Government Signs Agreement with LMining's ODIN for Los Cangrejos Project

UOB Kay Hian Cuts Target Price on CMCO but Maintains Buy Rating

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China Metal Resources Utilization Ltd. (HK:1636) faces a going-concern disclaimer from auditors regarding its 2024 financial statements. The company is pursuing a debt restructuring, requiring new investments of RMB300 million to RMB500 million. Three Sichuan-based investors are assessing potential investments, while a RMB400 million convertible bond is delayed. The firm is negotiating with banks and tax authorities but expects no arrangements until new capital is secured. Operations can normalize once funding is in place, as key subsidiaries' assets have been unfrozen. The company operates in the metal resources sector in mainland China.

Tip Ranks

CMRU

Penghua Guozheng Non-ferrous Metal Industry ETF

Dacheng Non-Ferrous Metal Futures ETF

Yinhua CSI Non-ferrous Metal ETF

Guotai CSI Non-ferrous Metal ETF

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

China Southern CSI SWS Non-Ferrous Metal ETF

Hwabao WP CSI Non-ferrous Metal ETF

GF CSI Rare Metals Theme ETF

China Metal Resources Faces Going-Concern Disclaimer as Debt Restructuring Hinges on New Capital

01378

China Hongqiao Group Ltd.'s subsidiary, Shandong Hongqiao New Material Co., Ltd., released its unaudited Q1 2026 results, revealing total assets of RMB 224.4 billion and shareholders' equity of RMB 131.9 billion. The company reported a decrease in total liabilities to RMB 92.6 billion, indicating improved capital strength. However, the board advised investors to be cautious with the unaudited figures and not to rely solely on them. The stock currently has a Buy rating with a price target of HK$45.00.

CHINAHONGQIAO

China Hongqiao Subsidiary Posts Unaudited Q1 2026 Results, Flags Caution for Investors

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601677

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000807

159157

International copper night session closed down 0.25%, Shanghai copper fell 0.23%, Shanghai aluminum dropped 0.44%, Shanghai zinc rose 0.15%, Shanghai lead declined 0.60%, Shanghai nickel increased 0.19%, and Shanghai tin fell 1.85%. Alumina night session closed down 0.35%, aluminum alloy dropped 0.36%. Stainless steel night session fell 0.90%

Wallstreetcn

CHALCO

JCCL

Mtalco

YeChiu Resources

XJJW

JiaoZuo Wanfang

Huafon Aluminium

NANSHAN ALUMINIUM

Yunnan Aluminium

BOC CSI Industrial Non-ferrous Metal ETF

Penghua CSI Industrial Non-ferrous Metal ETF

Tianhong CSI Industrial Non-ferrous Metal ETF

601899

000630

000878

The National Bureau of Statistics announced that the refined copper output in March was 1.33 million tons, an annual increase of 8.7%, reaching the highest level since records began in 1990. In the first quarter of this year, the cumulative output in the mainland was 3.785 million tons, an annual increase of 9.3%

AASTOCKS

Zijin Mining

TNMG

In March, the mainland's refined copper production increased by 8.7% year-on-year to 1.33 million tons, setting a new record

00358

In a report released yesterday, from Bank of America Securities maintained a Buy rating on Jiangxi Copper Company, with a price target of HK$52.00.Claim 30% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks Currently, the analyst consensus on Jiangxi Copper Company is a Strong Buy with an average price target of HK$52.01.

JIANGXI COPPER

Bank of America

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

Jiangxi Copper Company (JIAXF): New Buy Recommendation for This Basic Materials Giant

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Trump claims the war against Iran is "over," and the non-ferrous metal ETF Tianhong (159157) saw a net subscription of over 70 million shares during the session, with a transaction amount reaching 150 million yuan, valued at more than 61% lower than the past decade. This ETF tracks the Industrial Non-Ferrous Index, with the top five constituent stocks including CMOC and CHALCO. Recently, the ETF has attracted capital for 41 consecutive trading days, with a net inflow of 4.304 billion yuan, setting a new record in scale. The non-ferrous metal concept in the market has declined, with related constituent stocks generally falling

腾讯新闻 - 财经

CMOC

China Merchants CSI Nonferrous Metal Mining ETF

China Universal CSI Subdivision Non-Ferrous Metal Industry Theme ETF

CHINATUNGSTEN HIGHTECH

CNRE

Accendra Health

Southern Copper

Trump claims the war between the U.S. and Iran is "over," the non-ferrous metal ETF Tianhong (159157) saw a net subscription of over 70 million shares during the session, with a transaction amount reaching 150 million yuan, and its valuation is lower than over 61% of the time in the past decade

Jiangxi Copper disclosed at the 2025 annual performance briefing that despite the upward metal cycle, its financial condition has shown volatility, with a net cash outflow from operating activities of 6.914 billion yuan, a surge in derivative financial liabilities by 11 times, and a loss of nearly 4.9 billion yuan. The company has just acquired the Cascabel copper mine in Ecuador for approximately 8 billion yuan, accelerating its expansion pace. Investors have raised concerns about its debt structure, cash flow, and inventory risks, and the management's response has failed to alleviate market worries

SolGold Plc

Acquiring a top global copper mine for 8 billion yuan, but suffering a huge loss of 4.9 billion yuan in hedging! JIANGXI COPPER's expansion and loss of control in 2025 ｜ Financial Report Anomaly Perspective

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细分有色

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

Non-ferrous Metal

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

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As the geopolitical situation eases, the industrial non-ferrous metal index rose more than 2% in early trading. As of April 15, 2026, at 11:25, the CSI Industrial Non-ferrous Metal Theme Index fell by 0.36%. U.S. President Trump stated that the war with Iran has "ended" and may hold talks with Iran, which has driven up the prices of precious and non-ferrous metals. Most base metals in London rose, with prices of copper, aluminum, lead, and zinc rebounding. Western Securities pointed out that domestic copper inventories are rapidly depleting, and expectations of tightening supply will maintain strength. Overall, while there is short-term pressure, the long-term outlook remains positive

ZHONGJIN GOLD

Freeport Mcmoran

Global X Copper Miners

ISHRS MSCI Glb Slct Met & Mining

United States Copper Index

SPDR S&P Mtls & Mng

Sprott Copper Miners ETF

Fullgoal CSI Industrial Non-ferrous Metal ETF

As geopolitical tensions ease, non-ferrous metals strengthen collectively, with the industrial non-ferrous index rising over 2% in the morning session

Wanjia CSI Industry Non-Ferrous Metal Theme ETF(560860.SH)