“铜博士”继续飙涨!LME期铜升破1万美元/吨,下一站12000美元?
铜市供需格局仍有趋紧预期
Changes in Hong Kong stocks | China's non-ferrous mining industry (01258) rose more than 6%, leading the rise in copper supply disturbances in copper stocks, which is expected to drive continued price breakthroughs
The Zhitong Finance App learned that copper stocks generally rose in early trading. As of press release, China's non-ferrous mining industry (01258) rose 6.28% to HK$6.77; Minmetals Resources (01208) rose 4.27% to HK$3.66; Luoyang Molybdenum (03993) rose 4.76% to HK$7.49; Zijin Mining (02899) rose 3.17% to HK$17.6. SDIC Securities released a research report saying that Zambia is cutting electricity supply, and the China-Africa copper belt is facing a reduction in production. Copper mine production cuts continue to occur, and Cobre Panama and Sosse, which cut production earlier
Changes in Hong Kong stocks | Copper stocks collectively fell, Shanghai copper prices fell today, institutions say supply risks have subsided or caused copper prices to pull back
The Zhitong Finance App learned that copper stocks fell collectively. As of press release, China's non-ferrous mining industry (01258) fell 4.93% to HK$6.17; Luoyang Molybdenum (03993) fell 4.89% to HK$6.8; Jiangxi Copper (00358) fell 3.92% to HK$15.18; Zijin Mining (02899) fell 3.91% to HK$16.2. According to the news, the main players in Shanghai Copper futures closed down more than 2% today. Jinrui Futures pointed out that the consumer side is being held back by high copper prices, and downstream pickups are slowing down, causing domestic inventories to continue to accumulate unseasonally. Macro liquidity has been further relaxed
Changes in Hong Kong stocks | Minmetals Resources (01208) rose more than 4%, leading the way, copper prices in copper stocks still maintain a strong supply and demand pattern, or may turn into a shortage
Copper stocks had the highest gains. As of press release, Minmetals Resources (01208) rose 4.07% to HK$4.09; China Nonferrous Mining (01258) rose 3.07% to HK$7.04; and China Gold International (02099) rose 1.57% to HK$48.6.
Changes in Hong Kong stocks | Minmetals Resources (01208) rose more than 4%, leading the way, copper prices in copper stocks have continued to rise recently, and the copper supply and demand pattern may turn into a shortage
Copper stocks surged in the afternoon. As of press release, Minmetals Resources (01208) rose 4.02% to HK$3.88; China Nonferrous Mining (01258) rose 3.22% to HK$6.74; Jiangxi Copper (00358) rose 2.54% to HK$16.12; and Zijin Mining (02899) rose 1.61% to HK$17.64.
China Nonferrous Mining Raises Over HK$971 Million From Share Sale
China Nonferrous Mining (HKG:1258) has sold 163 million shares at HK$6 apiece to no less than six placees, according to a Monday filing with the Hong Kong bourse. Those shares represent about 4.18% of
China Nonferrous Metals (01258.HK) completed an old and then new placement of 163 million shares
Gelonghui, April 15, 丨 China Nonferrous Mining (01258.HK) announced that the placement and subscription matters were completed on April 10, 2024 and April 15, 2024, respectively. A total of 163 million sales shares have been successfully placed at an allotment price of HK$6.0 per sale share to no less than six undertakers, all of whom are professional, institutional and/or individual investors.
The “short supply” logic continues to ferment, LME copper prices soar to the highest point since June 2022
LME copper futures prices continued to rise and hit their highest level in 22 months.
Tight supply+optimistic Chinese demand, BMI increases this year's copper price forecast to 9,200 US dollars
BMI Research, a research institution owned by Fitch Solutions, raised its 2024 average copper price forecast from 8800 US dollars/ton to 9,200 US dollars/ton due to tightening supply prospects and the overall weakening of the US dollar's strength.
Changes in Hong Kong stocks | Copper stocks generally rose, Minmetals Resources (01208) rose more than 4%, and copper prices rose strongly to record highs
Copper stocks generally rose. As of press release, Minmetals Resources (01208) rose 4.21% to HK$3.96; China Nonferrous Mining (01258) rose 3.62% to HK$6.59; and Jiangxi Copper (00358) rose 1.77% to HK$16.1.
Supply prospects are tightening, copper prices are close to a 15-month high
As supply tightens and global manufacturing picks up, copper prices are close to a 15-month high.
China Nonferrous Mining Placing Shares at 13.54% Discount to Last Traded Price of HK$6.94/Share
China Nonferrous Mining Placing Shares at 13.54% Discount to Last Traded Price of HK$6.94/Share
China Nonferrous Mining to Use Proceeds for Business Expansion, Meet Working Capital Needs
China Nonferrous Mining to Use Proceeds for Business Expansion, Meet Working Capital Needs
CICC Acting as Placing Agent for China Nonferrous Mining
CICC Acting as Placing Agent for China Nonferrous Mining
China Nonferrous Mining Seeks to Raise HK$971.60M in Net Proceeds From Share Placement
China Nonferrous Mining Seeks to Raise HK$971.60M in Net Proceeds From Share Placement
China Nonferrous Metals (01258) plans to discount about 13.54% of the total up to 163 million shares to raise about HK$972 million
China Nonferrous Mining (01258) issued an announcement. On April 9, 2024 (before the trading period), the company, the seller...
Everbright Securities: Rapid development of data centers or intensification of copper shortages, optimistic that copper prices will continue to rise
Although data centers have little impact on copper demand, the annual increase in supply is already comparable to the gap between supply and demand, and may exacerbate copper shortages, and it is optimistic that copper prices will continue to rise.
Copper prices are close to a 14-month high Goldman Sachs expects global supply to experience a “huge deficit” in the second quarter
Copper prices are close to their highest level since January last year, as investors' concerns about global iron ore supply and possible production cuts in Chinese smelters are growing.
Societe Generale Securities: Strong expectations of scarce copper supply coexist with reality of high inventories and weak demand
The sustainability of the strong expectations of “Federal Reserve interest rate cut+tight copper mines+recovery in demand” since March has yet to be verified.
Changes in Hong Kong stocks | Copper stocks continue to rise, and Wanguo International Mining (03939) once rose 7%, supply-side disturbances continued to catalyze the rise in copper prices
Copper stocks continued to rise. As of press release, Wanguo International Mining (03939) rose 4.53% to HK$8.77; Minmetals Resources (01208) rose 2.78% to HK$3.33; and China Nonferrous Mining (01258) rose 2.57% to HK$6.79.
No Data