洛陽鉬業股票討論區

The research is done by the respective broker and I do not endorse any of them. Just sharing here for information and reading pleasure.
DBS: Regional Metal - Alpha Edge Investing
$洛陽鉬業(603993.SH)$ $紫金礦業(601899.SH)$ $中國鋁業(601600.SH)$ $洛陽鉬業(03993.HK)$ $紫金礦業(02899.HK)$ $中國鋁業(02600.HK)$ $招金礦業(01818.HK)$ $贛鋒鋰業(01772.HK)$ $中國宏橋(01378.HK)$ $五礦資源(01208.HK)$ $江西銅業股份(00358.HK)$ $贛鋒鋰業(002460.SZ)$

The research is done by the respective broker and I do not endorse any of them. Just sharing here for information and reading pleasure.
DBS: Metal/Steel/EV battery Updates (17 Jan): Iron ore price retreated from its recent peak - Alpha Edge Investing
$洛陽鉬業(603993.SH)$ $紫金礦業(601899.SH)$ $中國鋁業(601600.SH)$ $洛陽鉬業(03993.HK)$ $紫金礦業(02899.HK)$ $中國鋁業(02600.HK)$ $招金礦業(01818.HK)$ $贛鋒鋰業(01772.HK)$ $中國宏橋(01378.HK)$ $五礦資源(01208.HK)$ $江西銅業股份(00358.HK)$ $贛鋒鋰業(002460.SZ)$

南下資金全日淨流入45.32億港元，大市成交額縮量至不足千億港元。
港股再度表現低迷， $恒生科技指數(800700.HK)$ 午後一度大跌2.8%，收跌2.39%報4102.02點， $恒生指數(800000.HK)$ 、 $國企指數(800100.HK)$ 分別跌1.37%和1.63%，恒指下挫近300點。南下資金全日淨流入45.32億港元，大市成交額縮量至不足千億港元。
盤面上，大型科技股全線下跌， $快手-W(01024.HK)$ 、 $小米集團-W(01810.HK)$ 跌超4%， $阿里巴巴(BABA.US)$ 、 $京東集團-SW(09618.HK)$ 、 $騰訊控股(00700.HK)$ 、 $網易-S(09999.HK)$ 、 $百度集團-SW(09888.HK)$ 皆跌超2%， $美團-W(03690.HK)$ 逆勢收紅；中信預計行業Q2銷售速度將略...

Recently, $洛陽鉬業(03993.HK)$ announced that it expects the first phase of the KFM project to go into production in 1H23, and the TFM mixed mine project is also scheduled to go into production in 2023. According to China Securities, with the release of products from the two world-class copper and cobalt projects of TFM and KFM, Luoyang Molybdenum's posit...

CITI:
The changes in risk appetite in the commodities market lead to the recent price corrections on Chinese
steel and aluminum firms, which offers an opportunity to buy in $鞍鋼股份(000898.SZ)$, $寶鋼股份(600019.SH)$, $紫金礦業(02899.HK)$, $洛陽鉬業(03993.HK)$, and $中國鋁業(02600.HK)$.