21918 UBZIJIN@EC2412A
- 0.435
- +0.005+1.16%
Zijin Mining Group (601899.SH) will issue a dividend of 0.2 yuan per share in 2023, with a record date of June 7th.
Zijin Mining Group (601899.SH) announced that it will implement annual equity distribution in 2023, with a distribution of per share...
[Broker Focus] CITIC Securities indicates that supply disturbances are the dominant logic of investment in the resource sector in the first half of 2024
Jinwu Financial News | CITIC Securities said that supply disturbances were the dominant logic of investment in the resource sector in the first half of 2024. In particular, copper prices showed the most prominent performance, which reached a record high. Under long-term supply constraints, it is expected that the prices of crude oil, copper, tin, etc. will continue to operate at a high level, and phased supply shortages or increased disturbances are expected to drive up the prices of products such as phosphate ore and manganese ore. In addition, commodity prices such as crude oil and copper will also benefit from the rebalancing of inflation and interest-rate cut transactions, supported by both finance and supply and demand. The bank expects the crude oil price operating range for the second half of 2024 to be 80-90 US dollars/barrel, and the copper price range is 9
[Broker Focus] CITIC Securities Index Carbon Reduction Plan Promotes Green Industrial Transformation, Recommended Focus on Kunlun Energy (00135), etc.
Jinwu Financial News | CITIC Securities said the carbon reduction plan will drive the green transformation of the industry. The “2024-2025 Energy Conservation and Carbon Reduction Action Plan” reaffirms energy saving and carbon reduction target targets, implements production control for key industries, or pushes the implementation of previous energy saving and carbon reduction production limit requirements. The contraction in upstream product supply is expected to drive PPI recovery. The plan quantitatively limits segmented indicators such as energy consumption and carbon emissions at the total and industry levels. In terms of new energy sources, excessive pressure on PV supply causes prices and profits in the industrial chain to continue to be pressured, while industry expansion is gradually limited, and stock production capacity is affected by technological iterations, cost differences, inventory accumulation, and finance
Huatai Securities: Optimistic about carbon reduction and transformation or speeding up the concentration of building materials
The bank believes that the release of this action plan is expected to strengthen the regulation of production capacity in the building materials industry, promote the implementation of energy-saving transformation in the building materials and construction industry, and accelerate the integration of photovoltaics in buildings and the construction of large scenic bases. It is recommended to focus on companies related to cement, engineering transformation, and power engineering.
Trending Industry Today: ZHAOJIN MINING Leads Losses In Golden Industrial Concept Stocks
May 30th - The industry of $Golden Industrial Concept(LIST1222.HK)$ is trending lower today with 5 constituents down and ZHAOJIN MINING leading Losses.$ZHAOJIN MINING(01818.HK)$ slides 4.81% to HK$13.
High US interest rates caused international gold prices to fall, and gold stocks were under pressure, Zhaojin Mining (01818) fell 2.55%
Jinwu Financial News | Gold stocks opened under pressure. Zhaojin Mining (01818) fell 2.55%, Zijin Mining (02899) fell 2.34%, China Gold International (02099) fell 1.43%, and Lingbao Gold (03330) and Shandong Gold (01787) followed suit. The US dollar and US bond yields rose hand in hand, dragging down the performance of gold prices. Overnight, New York futures closed at $2341.2 an ounce, down 0.6%. Industry insiders said that the recent trend of maintaining high interest rates in the US for a longer period of time will support the US dollar and US bond yields to remain high, putting some pressure on the precious metals market.
[Broker Focus] Haitong International: The mineral resources business of China Railway (00390) represented by China Railway (00390) is expected to usher in a revaluation
Jinwu Financial News | According to Haitong International Development Research, China Railway (00390) has the highest domestic copper, cobalt, and molybdenum holdings, accounting for 14% of resource profits. Currently, 5 modern mines have been built with wholly-owned, controlled, or shareholding investments at home and abroad, namely Heilongjiang Luming Molybdenum Mine, Congo (Gold) Lusha Copper-Cobalt Mine, MKM copper-cobalt mine, Huagang SICOMINE copper-cobalt mine, and Mongolia's Ulan lead-zinc mine. By the end of 2023, the amount of copper, molybdenum, and cobalt equity resources was 323.74, 51.59, and 2391,000 tons, respectively, of the Luoyang Molybdenum Industry (03993)
Hong Kong Stock Concept Tracking | US companies are becoming more and more pessimistic about the economic outlook, and Guojin Securities anticipates that gold stocks will usher in a major upward trend (with concept stocks)
The impetus for the rise in gold prices comes from central banks around the world taking orders in the spot market. Future trends in the Federal Reserve's monetary policy will still be an important driver affecting the price of gold, and geopolitics all contain major uncertainties.
Zhitong Hong Kong stocks have known for a long time | Pig breeding is fully profitable State Council: Gradually lift restrictions on NEV purchases in various regions
The State Council issued the “2024-2025 Action Plan for Energy Conservation and Carbon Reduction”, which mentions strengthening the regulation of production capacity and output in the building materials industry. Strictly implement the replacement of cement and flat glass production capacity.
UBS: Commodities are still expected to rise 10%, favoring oil and gold
UBS expects commodity prices to rise, and the total return on the commodity index over the next 6 to 12 months will be around 10%.
Singapore Widens Its Pool of Carbon Credits to Offset Emissions
Companies in Singapore can tap a larger pool of carbon credits to offset up to 5% of their taxable emissions after the city-state signed a bilateral agreement with Ghana.
金银铜全线熄火 涨势就此完结？分析师：为时尚早 未来12个月将继续走强
尽管黄金、白银和铜的价格均从高位小幅回落，但仍交投在历史高点附近，并且，分析师预计，这三种金属将在未来12个月内继续走强。
Gold stocks generally rose, China Gold International (02099) rose 2.78%, institutions say they are optimistic about the long-term upward trend in gold prices
Jinwu Financial News | Gold stocks generally rose. China Gold International (02099) rose 2.78%, Shandong Gold (01787) rose 1.24%, Lingbao Gold (03330) rose 1.19%, and Zhaojin Mining (01818) and Zijin Mining (02899) followed suit. Tianfeng Securities said that short-term gold price fluctuations may affect the terminal performance of gold and jewelry sales, but in the long run, judging from various aspects such as global geopolitics and the central bank's gold reserve measures, the upward trend in gold prices is quite optimistic, and for gold and jewelry consumption, demand for holiday gifts, weddings, etc. is rigid, so from a performance perspective,
Changes in Hong Kong stocks | Minmetals Resources (01208) rose by nearly 7%, leading to a decline in copper stock pressure sentiment, triggering price adjustment agencies to say smelting production cuts are still likely to occur
The Zhitong Finance App learned that copper stocks were recovering collectively. As of press release, Minmetals Resources (01208) rose 6.6% to HK$4.2; China's non-ferrous mining industry (01258) rose 4.29% to HK$8.02; Zijin Mining (02899) rose 3.55% to HK$18.1; Jiangxi Copper (00358) rose 1.96% to HK$17.68. According to the news, on May 24, the main LME copper contract closed at 10,334 US dollars/ton, falling back 770 US dollars/ton from the record high of 11,104.5 US dollars/ton set on the 21st; Shanghai Copper mainly
Guojin Securities: Exploring the Panoramic Investment Map of the Metals Industry
Since 2024, prices of precious metals and industrial metals have risen due to the strengthening of market expectations for interest rate cuts from the Federal Reserve, driving growth in corporate performance and leading sector performance.
Zijin Mining Completes Registration of Partnership Fund
Zijin Mining Group Company (HKG:2899, SHA:601899) completed the registration of the Zijin Mining SAIC Ziqi (Xiamen) Venture Capital Fund Partnership (Limited Partnership), according to a Friday disclo
Solaris Scraps Investment Deal With Zijin Mining
Prices of “copper and gold” have risen, and Zijin Mining (02899) is booming
The rise has gone crazy. Gold and silver have been rising for seven consecutive quarters. Among them, the price of gold continued to set new historical records, while the price of silver hit a 13-year high, and stock market futures both ushered in a frenzy.
Trending Industry Today: SD GOLD Leads Losses In Golden Industrial Concept Stocks
May 21st - The industry of $Golden Industrial Concept(LIST1222.HK)$ is trending lower today with 5 constituents down and SD GOLD leading Losses.$SD GOLD(01787.HK)$ down 7.34% to HK$17.92 with a turnov
Changes in Hong Kong stocks | Non-ferrous stocks open higher and lower, metal prices dive intraday, Goldman Sachs says copper demand exceeds expectations and weakens
Non-ferrous stocks opened higher and lower today. As of press release, Zijin Mining (02899) fell 4.01% to HK$18.66; Luoyang Molybdenum (03993) fell 4.52% to HK$7.82; Shandong Gold (01787) fell 3.52% to HK$18.66; and Ganfeng Lithium (01772) fell 2.84% to HK$2.57.