Group 1 - The core viewpoint of the news is that the precious and industrial metals sector is experiencing a significant bullish trend, driven by increased investment and favorable market conditions [1][3][4] - The Huabao ETF (159876) saw a price increase of 3.33%, reaching a historical high, with a net subscription of 52.8 million units and a total inflow of 279 million yuan over the past 10 days [1][8] - Key stocks in the sector, particularly those related to commercial aerospace, have shown strong performance, with Yunnan Zhenye hitting the daily limit, and other companies like Xiamen Tungsten and Chihong Zn & Ge also experiencing significant gains [1][8] Group 2 - The People's Bank of China has increased its gold reserves for the 14th consecutive month, indicating a stable foundation for a gold bull market that is expected to extend to related non-ferrous and strategic metals [3][10] - Analysts predict that the U.S. Federal Reserve's dovish monetary policy will likely lead to gradual interest rate cuts, creating a favorable environment for the non-ferrous metals market [3][10] - The ongoing U.S. rate-cutting cycle and liquidity easing are expected to benefit non-ferrous metal prices, with supply constraints and increased demand from traditional and emerging sectors, such as AI and energy storage, contributing to a potential price surge [3][10] Group 3 - The Huabao ETF and its linked funds cover a wide range of metals, including copper, aluminum, gold, rare earths, and lithium, allowing investors to capture the overall sector's beta performance across different economic cycles [4][11] - The current market conditions suggest that the industrial metal supercycle may have already begun, particularly for metals like copper and aluminum [3][10] - The demand for non-ferrous metals is expected to rise significantly due to the resilience of traditional industries and the emergence of new sectors, indicating a potential upward shift in price levels [3][10]

登录新浪财经APP 搜索【信披】查看更多考评等级 股票代码：601600 股票简称：中国铝业 公告编号：临2026-001 中国铝业股份有限公司 第九届董事会第九次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担个别及连带责任。 2026年1月8日，中国铝业股份有限公司（以下简称"公司"）召开第九届董事会第九次会议。本次会议应 出席董事6人，实际出席董事6人，有效表决人数6人。会议由公司董事长何文建先生主持。公司部分高 级管理人员列席会议。本次会议的召集、召开和表决程序符合《中华人民共和国公司法》等有关法律、 法规及《中国铝业股份有限公司章程》的规定。会议审议并一致通过了以下2项议案： 一、关于提名公司第九届董事会董事候选人的议案 公司董事会收到蒋涛先生的书面辞呈，因工作需要，蒋涛先生提请辞去公司执行董事、副总经理及在董 事会专门委员会中的一切职务，即日生效。 鉴于蒋涛先生的辞任，并考虑目前公司董事会席位空缺情况，经公司第九届董事会换届提名委员会审核 通过，并经董事会审议，同意提名张瑞忠先生为公司第九届董事会执行董事候选人， ...

Core Viewpoint - Jiang Tao has resigned from his positions as Executive Director and Deputy General Manager of China Aluminum Corporation, effective January 8, 2026, due to work requirements [1][4][5]. Group 1: Resignation Details - Jiang Tao submitted his resignation letter to the board of directors on January 8, 2026, and will no longer hold any positions in the company or its subsidiaries after his resignation [1][4]. - The board of directors has approved the nomination of Zhang Ruizhong as a candidate for Executive Director and Guo Gang as a candidate for Non-Executive Director, which will be submitted for election at the shareholders' meeting [1][4][9]. Group 2: Impact of Resignation - Jiang Tao confirmed that there are no disagreements with the board of directors regarding his resignation, and it will not affect the board's operational capacity or the company's production and operations [7]. - The company will complete the director replacement process in accordance with legal procedures and fulfill its information disclosure obligations promptly [7]. Group 3: Candidate Profiles - Zhang Ruizhong, 53, currently serves as the General Manager and Deputy Secretary of the Party Committee of the company, with extensive experience in non-ferrous metal smelting and materials engineering [13]. - Guo Gang, 56, is nominated as a Non-Executive Director and has a rich background in auditing and corporate management, having held various positions within the company and related organizations [14].

Market Observation - The Shanghai Composite Index experienced narrow fluctuations on January 8, with the ChiNext Index dropping over 1% during the session. The total trading volume in the Shanghai and Shenzhen markets was 2.8 trillion yuan, a decrease of 53.8 billion yuan compared to the previous trading day, marking the fourth consecutive day of trading volume exceeding 2.5 trillion yuan. By the close, the Shanghai Composite Index fell by 0.07%, the Shenzhen Component Index by 0.51%, and the ChiNext Index by 0.82% [1]. Sector Performance - The commercial aerospace sector has seen a resurgence, highlighted by the recent groundbreaking of a large liquid rocket assembly and recovery reuse base by Arrow Yuan Technology in Qiantang. This marks the establishment of China's first offshore recovery reusable rocket production base and the launch of the first stainless steel rocket super factory [2]. Commodity Market Dynamics - Experts warn that investors are now living in a new era of geopolitical risk, which has increasingly influenced commodity pricing mechanisms. The ongoing conflicts, from Ukraine to Venezuela, have impacted the prices of oil, gold, copper, and other commodities. Oxford Economics noted that geopolitical risks are becoming a persistent pricing factor rather than a temporary shock, with markets now incorporating a fixed risk premium reflecting supply chain vulnerabilities and resource nationalism [3][4]. Investment Opportunities - For those considering commodity investments, it is suggested to look into non-ferrous metal ETFs, which include top holdings such as Northern Rare Earth, Luoyang Molybdenum, and China Aluminum, among others. The report indicates that the non-ferrous metal sector is expected to benefit from the ongoing geopolitical tensions and supply chain issues [4][5][6]. Commercial Aerospace Insights - The commercial aerospace sector is characterized by a focus on energy technology companies linked to the growth of satellite solar cells. Perovskite solar cells, particularly flexible and ultra-thin variants, are seen as a promising alternative to traditional materials due to their lightweight, low-cost, and high conversion efficiency, aligning with the needs of large-scale low-orbit satellite constellations [10][13]. Yunnan Zinc Industry's Position - Yunnan Zinc Industry is a significant player in the indium phosphide (InP) sector, with its subsidiary, Yunnan Xinyao Semiconductor Materials, focusing on expanding production capacity to meet the growing demand in the industry. The company has reported a substantial increase in orders and revenue, particularly in the context of AI and data center applications [33][35][38].

Core Viewpoint - Jiang Tao has resigned from his positions as Executive Director and Deputy General Manager of China Aluminum Corporation (referred to as "China Aluminum") due to work requirements, and he will no longer hold any positions in the company or its subsidiaries [1][4]. Group 1: Resignation Details - On January 8, 2026, China Aluminum's board received Jiang Tao's written resignation, which was accepted, and he will not continue in any roles within the company or its subsidiaries [4][5]. - Jiang Tao's resignation will not affect the minimum number of directors required by law, nor will it impact the normal operations of the board or the company's production and management [7]. Group 2: Board Candidate Nominations - The board has nominated Zhang Ruizhong as a candidate for Executive Director and Guo Gang as a candidate for Non-Executive Director, which will be submitted for election at the shareholders' meeting [4][9]. - Both candidates have been reviewed and approved by the board's nomination committee, confirming their qualifications and absence of any disqualifying conditions under the Company Law of the People's Republic of China [9]. Group 3: Candidate Profiles - Zhang Ruizhong, 53, is currently the General Manager and Deputy Secretary of the Party Committee of China Aluminum, with extensive experience in non-ferrous metal smelting and management [14]. - Guo Gang, 56, has a Ph.D. in Management Science and Engineering and has held various positions in auditing and corporate management, currently serving as a dedicated director in a subsidiary of China Aluminum [15].

Core Viewpoint - China Aluminum announced the approval of the proposal for nominating candidates for the ninth board of directors during its ninth board meeting [1] Group 1 - The ninth board meeting of China Aluminum took place on January 8 [1] - The meeting resulted in the approval of the proposal regarding the nomination of candidates for the ninth board of directors [1]

Group 1 - The core point of the news is the resignation of Jiang Tao from his positions as executive director, vice president, and member of the ESG committee of China Aluminum Corporation due to work needs, along with the nomination of two new board candidates [1] - Jiang Tao's resignation was effective immediately, and he no longer holds any positions within the company or its subsidiaries [1] - The company has nominated Zhang Ruizhong as an executive director candidate and Guo Gang as a non-executive director candidate for the board [1] Group 2 - Zhang Ruizhong, the current general manager and deputy secretary of the party committee, has extensive experience in non-ferrous metal smelting and management, holding 147,100 shares of the company [2] - Guo Gang has rich experience in auditing and corporate management, currently serving as a dedicated director in a subsidiary of China Aluminum, and does not hold any shares in the company [2] - China Aluminum's stock price has surged over 80% since September last year, with a current market capitalization of 234.2 billion yuan, driven by strong demand and effective cost management [3]

Group 1 - Company沃尔核材 (002130) is a leading domestic high polymer nuclear radiation modified material enterprise, focusing on the research and supply of insulation and protection materials for fusion devices, with core products including radiation-resistant heat shrink tubing and high-temperature insulation sleeves [1][35] - The radiation-resistant heat shrink tubing is made from specially modified polymer materials, capable of withstanding strong radiation and high-temperature environments within fusion devices, used for insulating superconducting magnet coils and signal cables [1][35] - The high-temperature insulation sleeves developed by the company can withstand temperatures above 200℃, meeting the insulation needs of cables inside the fusion reactor vacuum chamber, and possess excellent corrosion resistance and aging resistance [1][35] Group 2 - Company宝胜股份 (600973) is a leading domestic wire and cable enterprise, focusing on the research and manufacturing of special cables for fusion devices, with core products including radiation-resistant low-smoke halogen-free cables and low-temperature superconducting cable accessories [2][36] - The radiation-resistant cables utilize cross-linked polyethylene insulation materials with added radiation stabilizers, capable of long-term stable operation in radiation doses of 10^6 Gy, already applied in the power distribution system of fusion experimental devices [2][36] - The company is also developing control cables specifically for fusion reactors, optimizing the cable shielding structure to enhance electromagnetic interference resistance, ensuring stable transmission of control signals [2][36] Group 3 - Company西部超导 (688122) is a leading domestic high-end titanium alloy and superconducting materials enterprise, focusing on the research of titanium alloy structural materials and superconducting strip substrates for superconducting magnets in fusion devices [3][37] - The high-strength and high-toughness titanium alloy produced by the company is a core material for the support frame of superconducting magnets, capable of withstanding the enormous electromagnetic forces generated during magnet excitation [3][37] - The company is also developing seamless titanium alloy pipes that are resistant to high pressure and corrosion, used for medium transmission in the cooling system of fusion reactors, becoming an important supplier in the nuclear fusion materials field [3][37] Group 4 - Company钢研高纳 (300034) is a leading domestic high-temperature alloy enterprise, focusing on the research of high-temperature alloy materials for core components of fusion reactors, with core products including nickel-based high-temperature alloys and refractory metal alloys [4][38] - The nickel-based high-temperature alloys developed by the company can withstand temperatures above 1200℃ and possess excellent radiation swelling resistance, suitable for components like the first wall and divertor in fusion reactors [4][38] - The company collaborates with research institutions to conduct research on surface coating technology for high-temperature alloys, enhancing the materials' high-temperature and corrosion resistance [4][38] Group 5 - Company中密控股 (300470) is a leading domestic mechanical sealing enterprise, focusing on the research and manufacturing of sealing components for fluid systems in fusion devices, with core products including high-temperature mechanical seals and vacuum seals [5][39] - The high-temperature mechanical seals can withstand high-temperature and high-pressure media in the cooling system of fusion reactors, with zero leakage sealing performance, already applied in the main circulation pump sealing system of fusion experimental devices [5][39] - The company is also developing dynamic sealing components for fusion devices, addressing sealing challenges for rotating components in fusion reactors [5][39] Group 6 - Company中泰股份 (300435) is a leading domestic deep cooling technology equipment enterprise, focusing on the research and manufacturing of low-temperature refrigeration systems for fusion devices, with core products including large liquid nitrogen refrigeration units and liquid helium temperature refrigeration equipment [6][40] - The large liquid nitrogen refrigeration units can provide a low-temperature cold source of -196℃, supporting the primary cooling of superconducting magnets [6][40] - The company is also developing integrated technology for low-temperature systems in fusion reactors, providing a comprehensive solution of "refrigeration equipment + low-temperature pipelines + insulation systems" [6][40] Group 7 - Company汉钟精机 (002158) is a leading domestic screw compressor enterprise, focusing on the research and manufacturing of vacuum pumps for the vacuum systems of fusion devices, with core products including dry screw vacuum pumps and Roots vacuum pumps [7][42] - The dry screw vacuum pumps can reduce the pressure in the vacuum chamber to 10^-5 Pa, featuring radiation resistance and low vibration, preventing oil vapor contamination in the vacuum environment [7][42] - The company is also optimizing the rotor structure design of vacuum pumps to enhance fatigue resistance and extend the service life in extreme environments of fusion devices [7][42] Group 8 - Company中科三环 (000970) is a leading domestic rare earth permanent magnet materials enterprise, focusing on the research of permanent magnet materials for the magnet systems of fusion devices, with core products including high-performance NdFeB permanent magnets [8][43] - The high coercivity NdFeB permanent magnets produced by the company have excellent magnetic performance and temperature stability, used in auxiliary magnet systems for fusion devices [8][43] - The company is also developing radiation-resistant NdFeB permanent magnets, optimizing the composition by adding niobium and dysprosium to reduce the impact of radiation on magnetic performance [8][43] Group 9 - Company安泰环境 (300179) is a leading domestic high-end environmental and energy chemical equipment enterprise, focusing on the research of gas purification and treatment systems for fusion devices, with core products including high-purity gas purifiers and waste gas treatment devices [9][44] - The gas purifiers can enhance the purity of deuterium-tritium gas to 99.9999%, removing impurities such as oxygen and moisture, ensuring efficient fusion reactions [9][44] - The company is also developing equipment for the recovery and reuse of deuterium-tritium gas, improving fuel utilization rates in fusion reactors [9][44] Group 10 - Company万华化学 (600309) is a leading domestic chemical new materials enterprise, focusing on the research and supply of high-performance polymer materials for fusion devices, with core products including radiation-resistant polyimide films and high-temperature fluoroplastics [10][45] - The radiation-resistant polyimide films have excellent insulation and radiation resistance, used for the insulation layer of superconducting magnets, preventing short circuits in magnet coils [10][45] - The company is also developing high-sealing, radiation-resistant silicone sealants for fusion devices, ensuring the sealing performance of various components [10][45] Group 11 - Company中核科技 (000777) is a leading domestic nuclear-grade valve enterprise, focusing on the research and manufacturing of special nuclear-grade valves for fusion devices, with core products including nuclear-grade shut-off valves, safety valves, and vacuum isolation valves [11][46] - The nuclear-grade shut-off valves are designed to withstand high temperatures, high pressures, and strong radiation, ensuring safe operation in fusion reactors [11][46] - The company is also developing vacuum isolation valves with a sealing vacuum degree of 10^-6 Pa, isolating the vacuum chamber of fusion reactors from external systems [11][46] Group 12 - Company海陆重工 (002255) is a leading domestic industrial furnace and nuclear power equipment enterprise, focusing on the research and manufacturing of heat treatment equipment for high-temperature components in fusion devices, with core products including vacuum heat treatment furnaces and high-temperature sintering furnaces [12][47] - The vacuum heat treatment furnaces can operate in a vacuum environment of 10^-3 Pa, enhancing the density and mechanical strength of components [12][47] - The company is also developing customized heat treatment solutions for fusion device components, optimizing their performance [12][47] Group 13 - Company盾安环境 (002011) is a leading domestic refrigeration and air conditioning equipment enterprise, focusing on the research and manufacturing of temperature control systems for fusion devices, with core products including high-precision constant temperature control systems and low-temperature cooling units [13][48] - The high-precision constant temperature control systems can maintain a temperature accuracy of ±0.1℃, ensuring stable operation of electronic devices in fusion reactors [13][48] - The company is also developing integrated temperature control systems for fusion devices, providing a comprehensive solution of "cooling equipment + temperature sensors + control systems" [13][48] Group 14 - Company抚顺特钢 (600399) is a leading domestic special steel enterprise, focusing on the research and supply of special alloy steels for fusion devices, with core products including martensitic stainless steel and precipitation-hardened stainless steel [14][49] - The martensitic stainless steel produced by the company has high strength and corrosion resistance, suitable for the shell manufacturing of vacuum chambers in fusion reactors [14][49] - The company is also conducting research on the radiation resistance of steel used in fusion devices, optimizing compositions by adding rare earth elements [14][49] Group 15 - Company东华科技 (002140) is a leading domestic engineering design and general contracting enterprise, focusing on the engineering design and system integration of fusion devices, providing full-chain services from process design to construction installation [15][50] - The company has participated in multiple engineering design projects for domestic fusion experimental devices, optimizing the layout design of vacuum chambers, cooling systems, and power systems [15][50] - The company is also developing technical reserves for the engineering design of commercial fusion power plants, supporting future construction [15][50]

科技日报记者 刘园园 据介绍，此次发布的"坤安"2.0，是中铝集团以国家战略需求为指引，紧密围绕行业痛点难点，将人工智能技术全面融入有色金属工业全链条，构建的覆盖 生产全流程的智能化发展体系。"坤安"2.0将驱动地质勘探、矿产开采、冶炼加工、再生利用等全场景业务流程变革。 大会期间还举行了有色金属行业高质量数据集联盟成立仪式和"坤安杯"AI应用创新大赛颁奖仪式，发布了《面向有色金属行业数智化安全治理框架》。 推动人工智能与实体经济深度融合，是有色金属行业迈向高质量发展、培育新质生产力的必由之路。中铝集团持续推动人工智能科技创新与产业创新深度融 合，示范引领行业数智化转型升级。2024年12月，中国有色金属工业协会与中铝集团共同发布有色金属行业首个人工智能大模型"坤安"及18个具有行业推广 潜力的场景落地应用。2025年以来，中铝集团将人工智能的触角深入产业核心环节，推进建设百余个应用场景。此次成果发布会从中筛选出52个场景正式发 布，建成8个行业高质量数据集，在行业全领域场景落地应用中取得显著成效。 据悉，有色金属行业高质量数据集联盟由中国有色金属工业协会和中铝集团联合发起，首批10家成员单位涵盖有色金属行业 ...

经公司第九届董事会第九次会议审议通过，决议提名张瑞忠为公司第九届董事会执行董事候选人，提名 郭刚为公司第九届董事会非执行董事候选人。 格隆汇1月8日丨中国铝业(02600.HK)发布公告，董事会于2025年1月8日收到蒋涛的书面辞呈，因工作需 要，蒋先生提请辞去执行董事、副总经理及董事会ESG委员会委员职务，即日生效。辞任生效后，蒋先 生不再担任公司及其附属公司的任何职务。 ...