来源：新浪基金∞工作室 有色ETF鹏华（159880）业绩比较基准为国证有色金属行业指数收益率，管理人为鹏华基金管理有限公 司，基金经理为闫冬，成立（2021-03-08）以来回报为123.33%，近一个月回报为2.73%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 2月24日，有色ETF鹏华（159880）开盘涨3.44%，报2.314元。有色ETF鹏华（159880）重仓股方面，紫 金矿业开盘涨4.53%，洛阳钼业涨4.41%，北方稀土涨2.30%，华友钴业涨1.79%，中国铝业涨2.52%，赣 锋锂业涨4.36%，云铝股份涨1.92%，山东黄金涨4.07%，中金黄金涨4.98%，天齐锂业涨2.65%。 ...

时代购买永太高新25%股权，公司股票自2月24日开市起复牌。润泽科技2月13日公告，拟以发行可转债 方式购买广东润惠42.56%股权，股票将于2月24日复牌。 25、*ST立方公告，2021年至2023年年报存在 虚假记载，深交所拟决定终止公司股票上市交易。 26、天风证券2月13日公告，公司涉嫌福建省永安林 业持股变动信息披露违法违规，遭证监会立案调查；公司拟被暂停开展代销私募金融产品业务2年。与 此同时，证监会近日对天风证券为当代集团涉嫌违法提供融资及信息披露违法违规行为实施行政处罚及 市场禁入措施。 27、证监会2月13日公告，1月6日，英集芯在上证E互动平台人为策划"自问自答"，信 息披露构成误导性陈述。近日，证监会已对英集芯立案调查。 28、剑桥科技2月13日在互动平台回复 称，网传"公司光模块被第一大客户思科延迟提供光芯片、业绩不及预期"相关信息与实际经营情况不 符。 29、创识科技2月13日公告，控股股东、实控人张更生犯单位行贿罪，被判处有期徒刑二年；正元 智慧：实控人陈坚犯操纵证券市场罪，被判处有期徒刑三年 30、5连板掌阅科技2月13日公告，第三大 股东量子跃动2月9日至2月12日减持431 ...

正月初五，俗称"破五"，是迎财神的日子。 很多经商的人，都习惯在这天开门营业，图个好彩头。 这一天，河南的民营企业家代表，被请去郑州。 省委书记、省长一起出席，与他们餐叙交流，听意见建议。 这次餐叙交流，有何特别？背后又藏着怎样的深意？ 01 为什么是正月初五？ 在正月初五，河南省领导与民营企业家代表餐叙交流，已经是第二次了。 有人会问：为什么偏偏选在这一天？ 答案其实很简单，河南迎的"财神"，不就是这些埋头苦干、创新突围的企业家吗？ 去年河南GDP达到6.66万亿元、增长5.6%，增速居全国第3位、经济大省第1位、中部六省第1位，是 2019年以来完成年度目标任务最好的年份，其中民营经济功不可没。 最新统计数据显示，河南全省经营主体1160.5万户，其中95%以上是民营。 从牧原、宇通、华兰这样的行业龙头，到胖东来、蜜雪冰城、锅圈食汇这样的消费新锐，再到遍布街头 巷尾的小店小铺。 河南的经济发展、就业岗位、创新活力，哪一样离得开他们？ 说到底，"民营经济好则河南经济好，民营经济强则河南经济强。" 也正因如此，春节假期还没结束，省领导们就放弃休息，企业家们从各地赶来，坐在一起聊发展、谈问 题。 这种姿态本身就 ...

Core Viewpoint - Luoyang Molybdenum Co., Ltd. is expected to achieve a record net profit of 20 billion to 20.8 billion yuan in 2025, marking a year-on-year growth of 47.80% to 53.71% [1] Group 1: Financial Performance - The company reported a revenue of 145.485 billion yuan and a net profit of 14.28 billion yuan for the first three quarters, reflecting a year-on-year increase of 72.61% [1] - The copper production target for 2026 is set at 760,000 to 820,000 tons, while cobalt production is projected at 100,000 to 120,000 tons [1] Group 2: Recent Events - On February 13, 2026, the company announced the completion of the acquisition of four gold mines in Brazil, which are now fully operational [2] - The gold production from these mines is expected to contribute 6 to 8 tons in 2026, with a long-term goal of reaching 20 tons by 2030 [2] Group 3: Stock Performance - On February 13, 2026, the A-share price of Luoyang Molybdenum fell by 5.09% to 21.98 yuan, with a trading volume of 6.235 billion yuan [3] - The stock experienced a net outflow of 1.41 billion yuan from institutional investors, while retail investors saw a net inflow of 1.248 billion yuan [3] Group 4: Institutional Opinions - Citigroup raised the target price for Luoyang Molybdenum from 20.6 HKD to 28.3 HKD, maintaining a "Buy" rating, with expectations of a 2.4 billion yuan net profit contribution from the Brazilian gold mines in 2026 [4] - The consensus target price from various institutions is 35.22 yuan, indicating a potential upside of 60.24% from the latest price [4]

Group 1 - The Hang Seng Index (HSI) will expand from 88 to 90 constituent stocks, adding CATL, Luoyang Molybdenum, and Laopuhuang Gold, while removing Zhongsheng Holdings [3][4] - Laopuhuang Gold will be classified under "Consumer Discretionary and Staples," with an initial weight of approximately 0.29%, while Alibaba's weight will return to 8% after adjustments [3] - The overall weight of the "Energy, Materials, Industrial, and Conglomerates" sector will increase from 10.03% to 10.90% due to the inclusion of CATL and Luoyang Molybdenum [4] Group 2 - The Hang Seng Composite Index will grow from 507 to 532 stocks, adding 53 new stocks including Woan Robotics and JD Industrial, while removing 28 stocks [6] - The recent sell-off of tech stocks has affected the Hong Kong market, with major players like Tencent and Alibaba experiencing significant declines in Q4 2025, necessitating a rebalancing of their weights [4][8] - The adjustment reflects a structural change in the Hong Kong market, reducing reliance on traditional financial and real estate sectors while increasing exposure to new economy and high-end manufacturing [8]

Group 1: Israel-Iran Negotiations - Israeli Prime Minister Netanyahu sets a clear red line regarding Iran's nuclear facilities, stating that any agreement must include the complete dismantling of Iran's nuclear infrastructure, not just a halt to uranium enrichment [1] - Netanyahu expresses skepticism about the upcoming US-Iran negotiations, emphasizing that Iran must not retain any uranium enrichment capabilities [1] - He also demands the complete disarmament of Hamas, estimating that they still possess around 60,000 rifles, which must be surrendered [1] Group 2: Market Updates - The Hong Kong Hang Seng Index closed up by 0.52%, with notable gains in MINIMAX-WP, which rose by 24.56%, and other companies like Old Puhua Gold and Luoyang Molybdenum [4][12] - The adjustment to the Hang Seng Index will increase the number of constituent stocks from 88 to 90, with companies like CATL and Luoyang Molybdenum benefiting from this change [7][16] - The US stock market will be closed for Presidents' Day, affecting trading schedules for various futures and commodities [2][10] Group 3: Technology Developments - Alibaba has launched two new models, Qwen3.5-Plus and Qwen3.5-397B-A17B, with the former boasting 397 billion parameters and significantly improved performance compared to previous models [3][11] - The API pricing for Qwen3.5-Plus is set at 0.8 yuan per million tokens, which is only 1/18th of the price of Gemini 3 Pro, indicating a competitive edge in the market [3][11] Group 4: Warner Bros. Negotiations - Warner Bros. is considering restarting sale negotiations with Paramount after receiving a revised acquisition offer, which may lead to renewed competition with Netflix [8][17] - Paramount's revised terms include covering a $2.8 billion fee if Warner Bros. terminates its agreement with Netflix, highlighting its commitment to a swift regulatory approval process [8][17]

Market Overview - On February 16, the last trading day before the Spring Festival, Hong Kong stocks experienced a V-shaped rebound, with the Hang Seng Index rising by 0.52% after a drop of over 0.6% during the session [1][11] - The Hang Seng Technology Index increased by 0.13%, recovering from a decline of more than 1.9%, while the National Enterprises Index rose by 0.42% after a drop of over 0.8% [1][11] - Resource stocks led the gains, with Luoyang Molybdenum rising over 6%, and Zijin Mining and Ganfeng Lithium both increasing by over 4% [1][11] AI Application Sector - The AI application sector saw significant gains, with Haizhi Technology Group rising nearly 30%, MINIMAX-WP increasing by over 24%, and Maiyue Technology up by over 10% [3][13] - Other notable performers included Fubo Group, which rose by over 8%, and Zhipu, which increased by 4.74% [3][13] Precious Metals Sector - The precious metals sector, particularly gold stocks, showed strong performance, with Luoyang Molybdenum and Laopu Gold both rising over 6%, and Lingbao Gold increasing nearly 5% [6][16] - The international gold price rebounded above $5,000 per ounce after a significant drop the previous week [17][18] Oil and Gas Sector - The oil and gas sector also performed well, with CNOOC rising nearly 4%, and Sinopec Oilfield Services and CNOOC Services both increasing by over 2% [19][20] - The recent fluctuations in international oil prices are influenced by geopolitical tensions, particularly between the US and Iran, which have led to a premium on oil prices [20][21] Summary of Key Stocks - Notable stocks in the AI sector include: - Haizhi Technology Group: 29.59% increase [4][14] - MINIMAX-WP: 24.56% increase [4][14] - Maiyue Technology: 10.11% increase [4][14] - In the precious metals sector: - Luoyang Molybdenum: 6.35% increase [7][17] - Laopu Gold: 6.64% increase [7][17] - In the oil sector: - CNOOC: 4.21% increase [20]

Market Overview - The Hong Kong stock market experienced a half-day trading session on February 16, with all three major indices opening lower but recovering. The Hang Seng Index closed up 0.52% at 26,705.94 points, with a total turnover of 849.97 billion HKD. The Hang Seng Tech Index rose 0.13%, while the Hang Seng China Enterprises Index increased by 0.42% [1] - For the year of the Snake, the Hang Seng Index has gained over 32%, the Hang Seng Tech Index has risen over 13%, and the China Enterprises Index has increased by over 23% [1] Blue Chip Performance - Zijin Mining (02899) led the blue-chip stocks, rising 4.67% to 43.52 HKD, contributing 18.71 points to the Hang Seng Index. Citigroup raised its target prices for Zijin's A-shares and H-shares by over 30% due to increased gold and lithium price forecasts and higher gold sales [2] - Other notable blue-chip performers included China Hongqiao (01378) up 3.92%, CNOOC (00883) up 3.71%, while HSBC Holdings (00005) fell 1.11% [2] Sector Highlights - The technology sector showed mixed results, with Alibaba down 0.45%, Baidu up over 1%, and Tencent up 0.19%. The storage chip sector saw significant price increases, with companies like Lianqi Technology and Zhaoyi Innovation reaching new highs [3] - The storage chip price surge is expected to improve profitability across the NAND industry, with Kioxia projecting a 50% increase in average selling prices starting Q1 2026. Morgan Stanley estimates Kioxia's adjusted gross margin will reach 66% in Q1 [3] - The large model AI sector also saw significant gains, with MINIMAX (00100) up 24.56% and Zhipu AI (02513) up 4.74%. MINIMAX launched a new flagship programming model, while Zhipu announced a price increase for its AI programming subscription [4] Commodity and Energy Stocks - The non-ferrous metals sector experienced broad gains, with Luoyang Molybdenum (03993) up 6.35%, China Nonferrous Mining (01258) up 5.55%, and Zijin Mining (02899) also contributing to the sector's performance [4] - The oil and shipping sectors remained active, with rising sentiments among shipowners due to geopolitical tensions, leading to higher freight rates [10] Recent Developments - The Hang Seng Index Company announced its quarterly review results, with companies like CATL, Luoyang Molybdenum, and Laopuhuang being added to the Hang Seng Index, increasing the number of constituent stocks from 88 to 90 [7] - Haizhi Technology Group (02706) saw a significant rise of 29.59% on its second day of trading, attributed to its focus on AI solutions and rapid revenue growth [8] - Fubo Group (03738) also experienced an 8.22% increase, driven by the popularity of its new copyright management platform [9]

Group 1 - The core point of the article is the impact of the upcoming inclusion of certain companies in the Hong Kong Hang Seng Index, leading to stock price fluctuations among affected firms [1] - CATL, a leading electric vehicle battery manufacturer, saw its stock rise by 3% following the announcement of its inclusion in the Hang Seng Index [1] - Luoyang Molybdenum, a mining company, experienced a 6% increase in its stock price due to the same news [1] - The jewelry retailer Laopuhuang gained 6% in stock value as well, benefiting from the index adjustment [1] - Conversely, Zhongsheng Holdings, an automotive retailer, will be removed from the Hang Seng Index, resulting in a 2% decline in its stock price [1] - The adjustments to the Hang Seng Index will take effect on March 9, increasing the number of constituent stocks from 88 to 90 [1]

Market Overview - The Hong Kong stock market opened slightly lower on February 16, with the Hang Seng Index, Hang Seng Tech Index, and Hang Seng China Enterprises Index down by 0.25%, 0.19%, and 0.08% respectively. After initial declines, the Hang Seng Index turned positive while the Hang Seng Tech Index's losses narrowed to 1.09%, indicating a slight easing of market panic [1]. Sector Performance - There was a clear divergence in sector performance, with precious metals, semiconductors, and oil & petrochemicals showing strong gains, while sectors such as defense, consumer discretionary, and hardware equipment struggled, negatively impacting market sentiment [3]. Precious Metals Sector - The precious metals sector led the market, with gold-related stocks performing particularly well. Notable gains included Luoyang Molybdenum rising over 7% and Lingbao Gold increasing by over 6%. Other related stocks like China Nonferrous Mining, Shandong Gold, Jiangxi Copper, and Minmetals Resources also saw significant increases, driven by strong consumer demand during the Valentine's Day and Chinese New Year holiday season [4]. AI and Semiconductor Stocks - AI application stocks opened strong, with notable performances from companies like Fubo Group, which rose over 10%, and MINIMAX-WP, which increased nearly 6%. Zhipu continued its recent strong performance, reaching a peak of 540 HKD per share, up over 11%, as it plans to list on the STAR Market [5][6]. - The semiconductor sector also experienced a sharp rise, with stocks like Zhaoyi Innovation increasing over 17% and Lanke Technology rising over 13%. This surge was supported by recent price fluctuations in the storage market, where prices for some DDR4 products have decreased by 10% to 20% from their peak in 2025, while NAND flash memory prices have doubled since the beginning of the year [6].