此外，特朗普在大选中获胜，带动美元持续走强，并引起大宗商品价格动荡，铜、金等有色金属短期均有所回调。东莞证券指出，铜铝等金属供给端短缺预期仍存，但工业金属消费旺季成色略显不足，关注国家政策进一步发力以及下游企业备货情况。Jinchuan Intl (02362) is now down nearly 4%, as of the time of publication, it has fallen by 3.7%, closing at 0.52 Hong Kong dollars, with a turnover of 11.7471 million Hong Kong dollars.
According to the Caijing Finance App, Jinchuan Intl (02362) is now down nearly 4%, as of the time of publication, it has fallen by 3.7%, closing at 0.52 Hong Kong dollars, with a turnover of 11.7471 million Hong Kong dollars.
On the news front, Jinchuan Intl announced its operating data for the nine months ending in September. The mining business produced 47,183 tons of copper, a decrease of 2% year-on-year; production of cobalt was 735 tons, a decrease of 56% year-on-year, mainly due to the lower ore grade and the continuous decline in the market price of cobalt. During the period, the mining business sold 41,368 tons of copper, a decrease of about 3% year-on-year, mainly due to the decrease in copper production; sold 1,318 tons of cobalt, an increase of 24% year-on-year, mainly due to active destocking during the period.
Furthermore, Trump's victory in the election has led to a continuous strengthening of the US dollar, causing volatility in commodity prices. Both copper and gold, as well as other nonferrous metals, have experienced short-term pullbacks. Dongguan Securities points out that there is still an expectation of a shortage in the supply of metals such as copper and aluminum, but the peak season for industrial metal consumption seems slightly lacking in momentum. Attention is focused on further government policy initiatives and the inventory situation of downstream enterprises.
