紫金矿业大幅上调未来黄金产量目标。在金价持续高位运行背景下，计划三年内将矿产金产量提升至130至140吨，较此前规划目标上调近三成。这一调整凸 显公司对市场前景的信心，以及加速释放黄金产能的战略意图。 据公司2月9日发布的公告，紫金矿业董事会审议通过三年（2026-2028年）主要矿产品产量规划，将2028年矿产金目标从此前2024年设定的100至110吨上调 至130至140吨。同时，矿产铜、矿产银产量目标保持不变，分别为150至160万吨和600至700吨。 产量目标上调建立在公司业绩快速增长的基础上。根据初步核算数据，紫金矿业2025年营业收入约3450亿元，较2022年增长约28%；利润总额约800亿元， 增长约167%；归母净利润约510至520亿元，增长约155%至160%。 消息公布后，紫金矿业股价当日上涨4.1%至40.72港元。 公司在公告中表示，将"加大战略性矿产资源获取力度，以金、铜为重点发展矿种"，境内深耕西部重点区域，境外重点关注与中国陆路接壤国家以及其他市 场、法治环境良好的友好国家。 金、锂、钼产能目标上调 紫金矿业此次规划调整幅度显著。根据公告，2026年矿产金产量目标为105 ...

Group 1 - The Hang Seng Index and the Hang Seng Tech Index both rose over 2% in the afternoon session [1] - Pop Mart (09992.HK) saw an increase of nearly 7% [1] - Innovent Biologics (01801.HK) rose by 6.4% [1] - Zijin Mining (02899.HK) experienced a rise of over 5% [1]

有色ETF汇添富（159652）标的指数成分股多数冲高，北方稀土涨超5%，紫金矿业、兴业银锡涨超4%，洛阳钼业、中金黄金等涨超2%，华友钴业、中国铝 业等微涨。 【有色ETF汇添富（159652）标的指数前十大成分股】 | 序号 | 代码 | 名标 | 申万一级行业 | 涨跌幅 | 估算权重 | | --- | --- | --- | --- | --- | --- | | 1 | 601899 | 崇舍矿业 | 有色金属 | 4.52% | 14.74% | | 2 | 603993 | 洛阳镇小 | 有色全属 | 2.27% | 7.77% | | 3 | 600111 | 北方稀土 | 有色全居 | 5.57% | 5.10% | | র্ব | 603799 | 华友钻业 | 有色全属 | 0.78% | 4.53% | | ਟ | 601600 | 中国铝业 | 有色全属 | 0.85% | 4.14% | | 6 | 600489 | 中金黄金 | 有色全属 | 2.47% | 3.48% | | 7 | 600547 | 山东黄金 | 有色全居 | 1.49% | 3.37% | | 8 | 0 ...

Group 1 - The core viewpoint of the article highlights the performance of the non-ferrous metal mining ETF, which opened with a gain of 1.94% at 2.254 yuan on February 9 [1] - Major holdings in the non-ferrous metal mining ETF include Zijin Mining, which rose by 3.50%, Luoyang Molybdenum by 2.14%, Northern Rare Earth by 2.97%, and others showing positive gains [1] - The ETF's performance benchmark is the CSI Non-Ferrous Metals Mining Theme Index return, managed by China Merchants Fund Management Co., with a return of 121.32% since its establishment on June 21, 2023, and a 5.62% return over the past month [1]

Group 1 - The A-share market sees an expansion in the gains of gold concept stocks, with Hunan Silver hitting the daily limit, and Silver Nonferrous rising over 7% [1] - Fuda Alloy, Zijin Mining, and Yuguang Gold Lead all increased by over 4% [1] - Pengxin Resources and Guiyan Platinum Industry rose by over 3% [1]

Group 1 - The core viewpoint of the article highlights the performance of the Silverhua ETF (159871), which opened with a gain of 1.39% at 1.097 yuan on February 9 [1] - Major holdings in the Silverhua ETF include Zijin Mining, which rose by 3.50%, Luoyang Molybdenum by 2.14%, Northern Rare Earth by 2.97%, and others, indicating a positive trend in the sector [1] - The performance benchmark for the Silverhua ETF is the CSI Nonferrous Metals Index return, managed by Silverhua Fund Management Co., with a return of 116.82% since its inception on March 10, 2021, and a 4.72% return over the past month [1]

Group 1 - Precious metals sector showed active fluctuations on February 9, with Hunan Silver hitting the daily limit up [2] - Other companies such as Yuguang Gold Lead, Zijin Mining, Shandong Gold, Xinyi Silver Tin, and Zhaojin Gold also experienced price increases [2]

Investment Rating - The report assigns an "Overweight" rating for the non-ferrous metals industry [4] Core Insights - The report emphasizes the importance of macroeconomic factors such as monetary policy, macro expectations, geopolitical dynamics, and supply disruptions in influencing metal price trends [2] - The report highlights the need to focus on investment opportunities following stabilization in the market [8] Summary by Sections 1. Industry and Stock Performance - The non-ferrous metals sector experienced a decline of 8.51% last week, underperforming major indices [14][16] 2. Metal Prices and Inventory - Copper prices decreased by 3.45% to 100,100 CNY/ton, while aluminum prices fell by 5.07% to 23,315 CNY/ton [24] - SHFE gold prices dropped by 8.92% to 1,090.12 CNY/gram, while COMEX gold rose by 5.13% to 4,988.60 USD/ounce [26] - SHFE silver prices decreased by 37.17% to 18,799 CNY/kg, with COMEX silver down by 1.28% to 77.53 USD/ounce [26] 3. Macro Data Tracking - The report tracks key macroeconomic indicators, including the U.S. CPI and PCE, which show a year-on-year increase of 2.7% and 2.79%, respectively [29][30] - China's CPI and PPI for December were reported at 0.8% and -1.9%, respectively [30] 4. Precious Metals: Low Inventory Disturbances - The report notes that low inventory levels continue to disrupt precious metal prices, with significant fluctuations observed in both gold and silver markets [52][53] 5. Copper: Price Fluctuations - The report indicates that copper prices are expected to fluctuate, with supply-side adjustments and demand dynamics playing crucial roles [65][72] 6. Aluminum: Price Adjustments - Aluminum prices are under pressure due to macroeconomic sentiment and seasonal demand fluctuations, with a noted decrease in processing rates [10][80] 7. Energy Metals: Strong Demand - The report highlights robust demand for energy metals, particularly lithium, despite some price pressures due to macroeconomic factors [89][92] 8. Rare Earths: Price Trends - Prices for rare earth elements, particularly praseodymium and neodymium oxides, continue to rise, supported by tight supply conditions [11]

公司规划，到2028年，公司的资源储量、主要矿产品产量、销售收入、资产规模、利润等综合指标排名 进一步提升，铜、金矿产品产量进入全球前3位，全面建成高度适配且具有紫金特色的全球化运营管理 体系和ESG可持续发展体系；力争到2035年，公司主要指标较2025年实现跨越式增长，部份指标达到全 球首位，全面建成"绿色高技术超一流国际矿业集团"。 消息面上，紫金矿业发布公告，2026年2月8日，公司召开第九届董事会2026年第4次临时会议，会议审 议通过《公司三年(2026—2028年)主要矿产品产量规划和2035年远景目标纲要》，明确未来3年主要矿 产品产量规划指标，并提出至2035年全面建成"绿色高技术超一流国际矿业集团"的远景目标。 智通财经APP获悉，紫金矿业(02899)盘中涨超4%，截至发稿，涨3.63%，报40.52港元，成交额12.36亿 港元。 ...

公司规划，到2028年，公司的资源储量、主要矿产品产量、销售收入、资产规模、利润等综合指标排名 进一步提升，铜、金矿产品产量进入全球前3位，全面建成高度适配且具有紫金特色的全球化运营管理 体系和ESG可持续发展体系；力争到2035年，公司主要指标较2025年实现跨越式增长，部份指标达到全 球首位，全面建成"绿色高技术超一流国际矿业集团"。 紫金矿业（601899）(02899)盘中涨超4%，截至发稿，涨3.63%，报40.52港元，成交额12.36亿港元。 消息面上，紫金矿业发布公告，2026年2月8日，公司召开第九届董事会2026年第4次临时会议，会议审 议通过《公司三年(2026—2028年)主要矿产品产量规划和2035年远景目标纲要》，明确未来3年主要矿 产品产量规划指标，并提出至2035年全面建成"绿色高技术超一流国际矿业集团"的远景目标。 ...