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Silverman Mining's capacity release Inner Mongolia Xingye Silver&Tin Mining achieves its best annual performance in 2024 | Interpretations
① Benefiting from the rise in Nonferrous Metals prices and the release of Block Orders capacity from Yinchun Silver Mining; ② The net profit of Yinchun Silver & Tin is expected to increase by 40% to 70% in 2024, achieving the best annual performance since its listing.
Another 20 companies added this week! Zhejiang Huayou Cobalt and several other stocks have disclosed shareholding repurchase and loan plans, a list of related A-shares is provided.
① The number of A-share listed companies receiving special loan support continues to expand. According to incomplete Statistics, as of this report, 20 listed companies have disclosed information regarding share repurchase and increased shareholding related to re-loaning this week (attached table); ② Zhejiang Huayou Cobalt has the highest amount of special loan funds, with a loan of 0.36 billion yuan.
Leading mining company is making acquisitions! Zangge Mining is planning a change in control, and Zijin Mining Group intends to take the lead | Summary of the announcement.
Zangge Mining announced a significant notice, planning to transfer 24.72% of its shares, directly indicating a change of control, with the buyer being the mining giant Zijin Mining Group. It is worth noting that in recent years, Zangge Mining and Zijin Mining Group have made considerable moves in the expansion of lithium resources. The change of ownership of Zangge Mining to Zijin Mining Group is just one of several acquisition cases by the latter; looking at 2024 alone, Zijin Mining Group has already undertaken four large-scale acquisitions.
The expectation of alumina production boosts the market for caustic soda, and the profitability of related listed companies is expected to improve | Industry Dynamics.
① Driven by expectations of downstream Aluminum oxide expansion, on January 7, the Futures Block Orders contract SH2505 for caustic soda reached a high of 3068 yuan/ton, refreshing a nearly one-year high during the trading session; ② Tangshan Sanyou Chemical Industries stated that, supported by the growth in demand for downstream Aluminum oxide and electrolytic Aluminum, caustic soda prices are expected to be running at a high level in 2025.
The two major Block Orders in the Democratic Republic of the Congo have increased production, CMOC Group Limited's 2024 Copper and Cobalt output both increased by over fifty percent year-on-year | Quick Announcement.
① Benefiting from the capacity expansion and increased production of the two major Block Orders mines in the Democratic Republic of the Congo, CMOC Group Limited's main mineral product output achieved overall growth last year; ② Among these, the increases in Copper and Cobalt products were particularly notable, with year-on-year growth rates exceeding fifty percent.
Big changes! China Northern Rare Earth cancels the listing price and adopts the real-time Quote from the Rare Earth Exchange. Is the Trade for rare earth prices based on the "Baotou Index" being put on the agenda?
① Starting from January 2025, China Northern Rare Earth will no longer publish listed prices, and future long-term contract prices will use the real-time Quote from the Rare Earth Exchange; ② The Rare Earth Exchange will collect prices, and the landscape of rare earth Quote merchants will undergo a "major reshuffle," and the related Trade prices of rare earth concentrates may also change; ③ China Northern Rare Earth adopting the Quote from the Rare Earth Exchange is more fundamentally aimed at creating a rare earth price trading "Baotou Index."