“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
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.
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.
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.
China Metal Utilization (01636) further delayed publication of 2023 interim results and continued suspension of trading of annual results
China Metal Utilization (01636) issued an announcement that the company will further delay the publication of its 2022 annual report, 2023...
Lundian copper surpassed 9,000 US dollars/ton! Analyst: The third quarter will hit a peak of $9,500
Today, international copper prices rose to 9,000 US dollars per ton, the highest level in 11 months.
中金:美联储降息预期反复 铜价何去何从?
预计2024年全球铜供需维持紧平衡,维持LME铜价目标价9,200美元/吨、年均价8,700美元/吨”这一判断。
China Metal Utilization (01636) delays publication of 2022 annual report and continues to suspend trading
China Metal Utilization (01636) issued an announcement. The company currently estimates that it will be published on or before March 31, 2024...
CMRU: INSIDE INFORMATION (1) UPDATE ON DELAY IN PUBLICATION OF RESULTS AND REPORTS; AND (2) CONTINUED SUSPENSION OF TRADING
China Metal Utilization (01636): Court Accepts Joint Administrator's Application for Substantial Merger, Bankruptcy and Reorganization to Continue to Suspend Trading
China Metal Utilization (01636) issued an announcement. On February 22, 2024, the company received Tongxin and Gold Circulation...
Zhongtai Securities: Non-ferrous commodities will enter another round of “resonance upward” and continue to focus on recommending the three major varieties of aluminum, copper, and gold
Zhongtai Securities released a research report saying that non-ferrous commodities will enter another round of “resonance upward” and continue to focus on recommending the three major varieties of aluminum/copper and gold.
Base Metals Drop as Investors Weigh Fed Path, China Consumption
Base metals declined after the Federal Reserve pushed back on interest-rate cut expectations and as investors weighed the demand outlook in top consumer China before the Lunar New Year holiday this month.
Selected Announcements | New Oriental and Yu Minhong promised to purchase a total of HK$700 million Dongfang Selected Shares; Yao Ming Joint Inc. expects adjusted net profit to increase by more than 100% last year
Saisheng Pharmaceutical: The Phase III clinical trial of Vaborem® in China completed the enrollment of all subjects; Xianruida Healthcare: The registration application for PERIDGE® was approved by the China National Drug Administration.
Loss attributable to owners of China Metal Utilization (01636.HK) in 2022 was 4.763 billion yuan
Gelonghui, January 31, 丨 China Metal Utilization (01636.HK) announced that for the year ended December 31, 2022, the company's turnover decreased by 69.0% compared to 2021 to RMB 2,391.7 million. The gross loss ratio was 12.0% compared to 2.0% last year's gross margin. Losses attributable to company owners during the year were RMB 4,763.2 million, while losses attributable to company owners last year were RMB 95.5 million.
CMRU: (1) AUDITED ANNUAL RESULTS ANNOUNCEMENT FOR THE YEAR ENDED 31 DECEMBER 2022; AND (2) CONTINUED SUSPENSION OF TRADING
China Metal Utilization (01636.HK) Profit Warning: Shareholders' share loss is estimated to be about 4.763 billion yuan in 2022
Gelonghui, January 26, 丨 China Metal Utilization (01636.HK) issued an announcement. It is expected that the Group's earnings for the year ended December 31, 2022 will record a decline, with losses attributable to shareholders of approximately RMB 4.763 billion, while losses attributable to shareholders of approximately RMB 95 million were recorded for the year ended December 31, 2021. Trading of the Company's shares has been suspended on the Stock Exchange since 9:00 a.m. on April 3, 2023 (Monday), and trading will continue to be suspended pending compliance with the resumption guidelines and any additions or amendments thereto.
CMRU: INSIDE INFORMATION (1) PROFIT WARNING; AND (2) CONTINUED SUSPENSION OF TRADING
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